Jim Cooper Net Worth & Financial Disclosure

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Annual financial disclosure for 2009, filed May 15, 2009. Includes 44 assets.

Year:

2013 2012 2011 2010 2009 2008

Est. Net Worth

$5.1M

2009 annual disclosure

Total Assets

$3.1M - $7M

44 assets

Total Liabilities

0 liabilities

Total Trades

From PTR filings

Trade Volume

$219K

Midpoint of disclosed ranges

Net Worth Over Time

Show data table

Period	Est. net worth
2008	$4.8M
2008	$11M
2008	$4.7M
2009	$5.1M
2010	$21.9M
2011	$10.8M
2012	$7.2M
2013	$31.4M

Assets by Category

LLC / Partnership$2.2M (7)

Real Estate$750K (1)

Bank & Cash$648K (5)

Retirement & Pension$384K (3)

Insurance$375K (1)

Stocks$351K (19)

Mutual Funds$272K (7)

Other$75K (1)

Top Stock Holdings (from trades)

Select Medical Holdings CorporationSEM

$41K

International Business Machines CorporationIBM

$33K

Hancock Holding CompanyHBHC

$33K

All Assets (44)

Asset	Type	Owner	Value	Income
2319 Woodmont Blvd., Nashville, TN (lot) Nashville, TN, US	Real Estate	Self	$500,001 - $1,000,000	None
Adams Properties (owns 15104 Beach Dr. in Gulfport, MS) Gulfport, MS, US	LLC / Partnership	Self	$100,001 - $250,000	Partnership Income $5,001 - $15,000
Assistive Technology Company Distribution Naperville, IL, US	LLC / Partnership	Self	$100,001 - $250,000	None
AT&T(T)	Stocks	Self	$1 - $1,000	Dividends $1 - $200
Berkshire Hathaway(BRK.A)	Stocks	Self	$50,001 - $100,000	None
Centennial Tax Ex Trust	Mutual Funds	Self	$1,001 - $15,000	Dividends/Capital Gains $1 - $200
Coca-Cola Co.(KO)	Stocks	Self	$1,001 - $15,000	Dividends $201 - $1,000
Comcast Corp. Class A(CMCSA)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Congressional Federal Credit Union	Bank & Cash	Self	$15,001 - $50,000	Interest $1,001 - $2,500
Cooper Bros. Partnership Shelbyville, TN, US; Lewisburg, KY, US	LLC / Partnership	Self	$500,001 - $1,000,000	Partnership Income $50,001 - $100,000
Discovery Fund, LP	Retirement & Pension	Self	$1 - $1,000	Partnership Income $5,001 - $15,000
DNP Select Income FD Inc.(DNP)	Stocks	Self	$1,001 - $15,000	Dividends $201 - $1,000
Essent Health Care	Other	Self	$50,001 - $100,000	None
Federated GNMA Inst Fund(FGMAX)	Mutual Funds	Self	$1,001 - $15,000	Dividends $201 - $1,000
Fidelity Contra Fund(FCNTX)	Mutual Funds	Self	$15,001 - $50,000	Dividends $201 - $1,000
Fidelity Growth and Income Fund(FGRIX)	Mutual Funds	Self	$1,001 - $15,000	Dividends $201 - $1,000
Franklin Money Market Fund(FLEX)	Mutual Funds	Self	$15,001 - $50,000	Dividends $201 - $1,000
Fifth Third Bancorp(FITB)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
General Electric Co.(GE)	Stocks	Self	$15,001 - $50,000	Dividends $1,001 - $2,500
Hamilton Fairfax, LLC Nashville, TN, US	LLC / Partnership	Self	$100,001 - $250,000	Partnership Income $15,001 - $50,000
Harbeth Green Properties, LLC Belle Meade, TN, US	LLC / Partnership	Self	$100,001 - $250,000	None
Hewlett Packard Co.(HPQ)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Linc Communications	Stocks	Self	$1,001 - $15,000	None
Intel Corp.(INTC)	Stocks	Self	$15,001 - $50,000	Dividends $1,001 - $2,500
International Business Machines(IBM)	Stocks	Self	$15,001 - $50,000	Dividends $1,001 - $2,500
Lennox Intl Inc.(LII)	Stocks	Self	$15,001 - $50,000	Dividends $201 - $1,000
Microsoft Corp.(MSFT)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Nortel Networks(NT)	Stocks	Self	$1 - $1,000	None
Northern Trust Inst. Govt Portfolio	Mutual Funds	Self	$100,001 - $250,000	Interest $1,001 - $2,500
Northwestern Mutual Adjustable Comp Life policy	Insurance	Self	$250,000 - $500,000	Dividends $5,001 - $15,000
Phoenix Companies Inc.(PNX)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
PLC Properties, Brentwood, TN (Virginia Way, undeveloped land) Brentwood, TN, US	LLC / Partnership	Self	$500,001 - $1,000,000	Partnership Income $15,001 - $50,000
Procter & Gamble Co.(PG)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Qualcomm Inc.(QCOM)	Stocks	Self	$15,001 - $50,000	Dividends $201 - $1,000
Small Town Communications Partners (dba T.V. Company) Franklin, TN, US	LLC / Partnership	Self	N/A	None
SunTrust Accounts	Bank & Cash	Self	$100,001 - $250,000	Interest $1 - $200
SunTrust Banks Inc.(STI)	Stocks	Self	$15,001 - $50,000	Dividends $2,501 - $5,000
Thomas Cressey Friends Fund VII LP	Retirement & Pension	Self	$250,001 - $500,000	None
TIAA CREF Stock	Mutual Funds	Self	$1,001 - $15,000	None
TIAA Traditional	Retirement & Pension	Self	$1,001 - $15,000	Interest $201 - $1,000
Wachovia Corp.(WB)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Wachovia Money Market Deposits	Bank & Cash	Self	$15,001 - $50,000	Interest $1 - $200
Wells Fargo Money Market Deposits	Bank & Cash	Self	$15,001 - $50,000	Interest $1 - $200
Wachovia Money Market Deposits	Bank & Cash	Self	$250,001 - $500,000	Interest $201 - $1,000

Trading Sector Allocation (from PTR trades)

Healthcare$41K

Technology$33K

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Methodology: Net worth is calculated from annual financial disclosures filed under the STOCK Act. Congress members report asset values and liabilities in ranges (e.g., $1,001-$15,000), not exact amounts. The “estimated net worth” shown is the midpoint of total assets minus the midpoint of total liabilities. Actual values may differ. Stock trading data comes from separate Periodic Transaction Reports (PTRs).