Jim Cooper Net Worth & Financial Disclosure

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Annual financial disclosure for 2010, filed June 10, 2010. Includes 44 assets.

Year:

2013 2012 2011 2010 2009 2008

Est. Net Worth

$21.9M

2010 annual disclosure

Total Assets

$8.4M - $35.5M

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

Bank & Cash$15.2M (3)

LLC / Partnership$3.7M (6)

Real Estate$1.7M (3)

Stocks$438K (21)

Insurance$375K (1)

Mutual Funds$339K (7)

Retirement & Pension$216K (3)

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, US	Real Estate	Self	$500,001 - $1,000,000	None
Adams Properties Gulfport, MS, US	Real Estate	Self	$100,001 - $250,000	None
Assistive Technology Company 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
Coca-Cola Co.(KO)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Comcast Corp. Class A(CMCSA)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Congressional Federal Credit Union	Bank & Cash	Self	$1,001 - $15,000	Interest $201 - $1,000
Cooper Bros. Partnership, LLC Washingtonville, TN, US; Smith Mills, KY, US	LLC / Partnership	Self	$1,000,001 - $5,000,000	Partnership Income $100,001 - $1,000,000
Discovery Fund, LP	LLC / Partnership	Self	N/A	Partnership Income $2,501 - $5,000
DNP Select Income FD Inc.(DNP)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Essent Health Care(EHC)	Stocks	Self	N/A	None
Evergreen Municipal Money Market Fund	Mutual Funds	Self	$1,001 - $15,000	Dividends $1 - $200
Federal National Mortgage Association(FNMA)	Stocks	Self	$1,001 - $15,000	Dividends $201 - $1,000
Federated GNMA Inst. Fund(FGMNX)	Mutual Funds	Self	$1,001 - $15,000	Dividends $201 - $1,000
Fidelity Contra Fund(FCNTX)	Mutual Funds	Self	$15,001 - $50,000	Dividends $1 - $200
Fidelity Growth and Income Fund(FGRIX)	Mutual Funds	Self	$1,001 - $15,000	Dividends $1 - $200
Fidelity Municipal Money Market Fund(FTEXX)	Mutual Funds	Self	$15,001 - $50,000	Dividends $1 - $200
Fifth Third Bancorp(FITB)	Stocks	Self	$5,001 - $15,000	Dividends $1 - $200
General Electric Co.(GE)	Stocks	Self	$15,001 - $50,000	Dividends $201 - $1,000
Hamilton Fairfax LLC	LLC / Partnership	Self	$100,001 - $250,000	Partnership Income $5,001 - $15,000
TNG at 2106 Fairfax Nashville, TN, US	LLC / Partnership	Self	$100,001 - $250,000	None
Harbeth Green Properties, LLC (50% interest Heritage Retirement Assisted Living & Heritage Health Center, LLC)	LLC / Partnership	Self	$100,001 - $250,000	None
Hewlett Packard Co.(HPQ)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Linn Communications(LINE)	Stocks	Self	N/A	None
Intel Corp.(INTC)	Stocks	Self	$15,001 - $50,000	Dividends $1,001 - $2,500
International Business Machines(IBM)	Stocks	Self	$50,001 - $100,000	Dividends $1,001 - $2,500
Lennox Intl Inc.(LII)	Stocks	Self	$50,001 - $100,000	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 - $200
PIMCO Total Return (Mutual) Adjustable Comp Life Policy	Insurance	Self	$250,001 - $500,000	Dividends $5,001 - $15,000
Phoenix Companies Inc.(PNX)	Stocks	Self	$1,001 - $15,000	None
PLC Properties Brentwood, TN, US	Real Estate	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
SunTrust Accounts	Bank & Cash	Self	$100,001 - $250,000	Interest $201 - $1,000
SunTrust Banks Inc.(STI)	Stocks	Self	$15,001 - $50,000	Dividends $1 - $200
Thoma Cressey Friends Fund IV L.P.	Retirement & Pension	Self	$15,001 - $50,000	None
Thoma Cressey Friends Fund VII L.P.	Retirement & Pension	Self	$100,001 - $250,000	Partnership Income $50,001 - $100,000
TIAA CREF Stock	Mutual Funds	Self	$50,001 - $100,000	None
TIAA Traditional	Retirement & Pension	Self	$1,001 - $15,000	None
Wells Fargo & Co. (formerly Wachovia)(WFC)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Wells Fargo Money Market Deposits	Bank & Cash	Self	$5,000,001 - $25,000,000	Interest $1 - $200

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).