Jim Cooper Net Worth & Financial Disclosure

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Annual financial disclosure for 2011, filed May 16, 2011. Includes 52 assets.

Year:

2013 2012 2011 2010 2009 2008

Est. Net Worth

$10.8M

2011 annual disclosure

Total Assets

$7M - $14.6M

52 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

Real Estate$4.6M (9)

LLC / Partnership$3.5M (7)

Bank & Cash$958K (3)

Stocks$707K (19)

Retirement & Pension$474K (6)

Mutual Funds$388K (7)

Insurance$175K (1)

Top Stock Holdings (from trades)

Select Medical Holdings CorporationSEM

$41K

International Business Machines CorporationIBM

$33K

Hancock Holding CompanyHBHC

$33K

All Assets (52)

Asset	Type	Owner	Value	Income
2319 Woodmont Blvd. Nashville, TN, US	Real Estate	Self	$500,001 - $1,000,000	None
Adams Properties	LLC / Partnership	Self	$100,001 - $250,000	Partnership Income $201 - $1,000
Asurion Technology Company Naperville, IL, US	Stocks	Self	$100,001 - $250,000	None
AT&T(T)	Stocks	Self	$1 - $1,000	Dividends $1 - $200
Berkshire Hathaway (IRA)(BRK.A)	Retirement & Pension	Self	$100,001 - $250,000	None
City Holding Company(CHCO)	Stocks	Self	$5,001 - $15,000	Dividends $201 - $1,000
Coca-Cola Co.(KO)	Retirement & Pension	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 Accounts	Bank & Cash	Self	$15,001 - $50,000	Interest $1 - $200
Cumberland Land Co. Franklin, KY and Nashville, TN, US	LLC / Partnership	Self	$1,000,001 - $5,000,000	Partnership Income $100,001 - $1,000,000
DNP Select Income Fund Inc.(DNP)	Stocks	Self	$1,001 - $15,000	Dividends $201 - $1,000
Federated GNMA Institutional Fund	Mutual Funds	Self	$1,001 - $15,000	Dividends $201 - $1,000
Fidelity Contra Fund	Mutual Funds	Self	$15,001 - $50,000	Dividends $1 - $200
Fidelity Growth and Income Fund	Mutual Funds	Self	$15,001 - $50,000	Dividends $1 - $200
Fidelity Municipal Money Market Fund	Mutual Funds	Self	$15,001 - $50,000	Dividends $1 - $200
Fifth Third Bancorp(FITB)	Stocks	Self	N/A	Dividends/Capital Gains $201 - $1,000
General Electric Co.(GE)	Retirement & Pension	Self	$15,001 - $50,000	Dividends $1 - $200
Intel Corp.(INTC)	Stocks	Self	$50,001 - $100,000	Dividends $1 - $200
Hamilton Fairfax, LLC Nashville, TN, US	LLC / Partnership	Self	$100,001 - $250,000	Partnership Income $5,001 - $15,000
Harpeth Green Properties, LLC, Brentwood TN (Holds office warehouse property, Facilities, LLC and Heritage Properties, LLC) Brentwood, TN, US	LLC / Partnership	Self	$100,001 - $250,000	None
Helios Strategic Mortgage Fund	Mutual Funds	Self	$15,001 - $50,000	Dividends $1,001 - $2,500
Home Depot Co.(HD)	Stocks	Self	$50,001 - $100,000	None
Intel Corp.(INTC)	Stocks	Self	$50,001 - $100,000	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	None
Microsoft Corp.(MSFT)	Stocks	Self	$1,001 - $15,000	None
Nortel Networks(NT)	Stocks	Self	$1 - $1,000	None
Northern Trust Inst. Govt Portfolio	Mutual Funds	Self	$100,001 - $250,000	Interest $1 - $200
Northwestern Mutual Adjustable Comp Life Policy	Insurance	Self	$100,001 - $250,000	Dividends $5,001 - $15,000
PNC Financial Services Inc.(PNC)	Stocks	Self	$15,001 - $50,000	None
PLC Properties, Brentwood, TN and warehouse at 5557 Hwy 31, Franklin TN Brentwood, TN, US; Franklin, TN, US	Real Estate	Self	$500,001 - $1,000,000	Partnership Income $15,001 - $50,000
Proctor and Gamble Co.(PG)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Qualcomm Inc. (IRA)(QCOM)	Stocks	Self	$15,001 - $50,000	None
Sun Trust Accounts	Bank & Cash	Self	$100,001 - $250,000	Interest $201 - $1,000
Suntrust Banks Inc. (IRA)(STI)	Stocks	Self	$15,001 - $50,000	None
Thoma Cressey Friends Fund VI LP (IRA)	Retirement & Pension	Self	$50,001 - $100,000	Partnership Income $15,001 - $50,000
Thoma Cressey Friends Fund VII LP (IRA)	Retirement & Pension	Self	$100,001 - $250,000	None
TIAA CREF Stock	Mutual Funds	Self	$50,001 - $100,000	None
TIAA Traditional	Retirement & Pension	Self	$1,001 - $15,000	None
Virtus Investment Partners Inc (VRTS) (IRA)(VRTS)	Stocks	Self	$1,001 - $15,000	None
Wells Fargo Co. (WFC) (IRA)(WFC)	Stocks	Self	$1,001 - $15,000	None
Wells Fargo Money Market and Cash Deposits	Bank & Cash	Self	$500,001 - $1,000,000	Interest $201 - $1,000
Lots at 756 Madison Street Shelbyville, TN, US	Real Estate	Self	$665,400 - $665,400	None
Lot on Holland Street Shelbyville, TN, US	Real Estate	Self	$43,300 - $43,300	None
Lot on Depot Street Shelbyville, TN, US	Real Estate	Self	$35,500 - $35,500	None
Lots at 319, 401, 409, and 414 East Lane Street and 410 Deery Street Shelbyville, TN, US	Real Estate	Self	$252,200 - $252,200	None
Farm at 497 Shofner Bridge Road (463 acres) Shelbyville, TN, US	Real Estate	Self	$447,200 - $447,200	None
Field on Thompson Creek Road (80 acres) Shelbyville, TN, US	Real Estate	Self	$30,300 - $30,300	None
Kentucky Farms (Tweedy and Floyd Farms; Utley Farms; Mueth and Brahm Farms; Klondike Farm) Smith Mills, KY (near Henderson, KY), US	Real Estate	Self	$1,600,000 - $1,600,000	None
Park Center Partnership I Brentwood, TN, US	LLC / Partnership	Self	N/A	None
Park Center Partnership II Brentwood, TN, US	LLC / Partnership	Self	N/A	None
Grassmere Five LLC Nashville, TN, US	LLC / Partnership	Self	N/A	None

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).