Jim Cooper Net Worth & Financial Disclosure

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Annual financial disclosure for 2012, filed June 25, 2012. Includes 47 assets and 1 liabilities.

Year:

2013 2012 2011 2010 2009 2008

Est. Net Worth

$7.2M

2012 annual disclosure

Total Assets

$3.8M - $11.4M

47 assets

Total Liabilities

$250K - $500K

1 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$3.4M (8)

Real Estate$1.7M (3)

Bank & Cash$766K (4)

Stocks$502K (21)

Mutual Funds$480K (5)

Retirement & Pension$398K (5)

Insurance$375K (1)

Top Stock Holdings (from trades)

Select Medical Holdings CorporationSEM

$41K

International Business Machines CorporationIBM

$33K

Hancock Holding CompanyHBHC

$33K

All Assets (47)

Asset	Type	Owner	Value	Income
2319 Woodmont Blvd. Nashville, TN, US	Real Estate	Self	$500,001 - $1,000,000	None
Part ownership of Williams property on Beach Dr. Gulf Breeze, FL, US	Real Estate	Self	$100,001 - $250,000	Partnership Income $201 - $1,000
Assistive Technology Company stock, welfare distribution	Stocks	Self	N/A	Capital Gains $100,001 - $1,000,000
AT&T(T)	Stocks	Self	$1 - $1,000	Dividends $1 - $200
Berkshire Hathaway (IRA)(BRK.A)	Retirement & Pension	Self	$100,001 - $250,000	Tax deferred
City Holding Company(CHCO)	Stocks	Self	$1,001 - $15,000	Dividends $201 - $1,000
Coca-Cola Co. (KO) IRA and brokerage account(KO)	Stocks	Self	$1,001 - $15,000	Interest/Dividends
Conagra Corp. Class A(CAG)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Congressional Federal Credit Union	Bank & Cash	Self	$1,001 - $15,000	Interest $201 - $1,000
Copper Bros. Land Co. Shelbyville, TN; Smith Mills, TN; Nashville, TN, US	LLC / Partnership	Self	$1,000,001 - $5,000,000	Partnership Income $100,001 - $1,000,000
DNP Select Income FD Inc.(DNP)	Stocks	Self	$1,001 - $15,000	Dividends $201 - $1,000
Fauquier Bankshares Inc.(FBSS)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Federated GNMA Inst. Fund (FGMNX)	Mutual Funds	Self	$15,001 - $50,000	Dividends $201 - $1,000
Fidelity Contrafund (FCNTX)	Mutual Funds	Self	$15,001 - $50,000	Dividends $1 - $200
Fidelity Growth and Income Fund (FGRIX)	Mutual Funds	Self	$15,001 - $50,000	Dividends $201 - $1,000
Franklin Templeton Money Market Fund (FTIEX)	Mutual Funds	Self	$1 - $15,000	Dividends $1 - $200
General Electric Co. (GE) IRA and brokerage acct(GE)	Stocks	Self	$15,001 - $50,000	Interest/Dividends
Hatcher Family Limited Partnership Nashville, TN, US	LLC / Partnership	Self	$100,001 - $250,000	Partnership Income $2,501 - $5,000
Harpath Green Properties LLC (Interest in Heritage Retirement Facilities Center LLC) Brentwood, TN, US	LLC / Partnership	Self	$100,001 - $250,000	None
HSM Strategic Mortgage Fund	LLC / Partnership	Self	$15,001 - $50,000	Dividends $1,001 - $2,500
Hewlett Packard Co.(HPQ)	Stocks	Self	$1,001 - $15,000	Tax deferred
Intel Corp.(INTC)	Stocks	Self	$50,001 - $100,000	Dividends $1,001 - $2,500
International Business Machines(IBM)	Stocks	Self	$100,001 - $250,000	Dividends $1,001 - $2,500
Lennox Intl Inc.(LII)	Stocks	Self	$15,001 - $50,000	Tax deferred
Microsoft Corp. (IRA)(MSFT)	Stocks	Self	$1,001 - $15,000	Tax deferred
Nortel Networks (IRA)(NRTLQ)	Stocks	Self	$15,001 - $50,000	Tax deferred
Northern Trust Govt Portfolio	Mutual Funds	Self	$250,001 - $500,000	Tax deferred
Northwestern Mutual Adjustable Comp Life Policy	Insurance	Self	$250,001 - $500,000	Dividends $5,001 - $15,000
Phoenix Companies Inc. (IRA)(PNX)	Stocks	Self	$1 - $1,000	Tax deferred
PLC Properties (Partnership in real estate land and warehouse on Hwy 31, Orlinda TN) Orlinda, TN, US	Real Estate	Self	$500,001 - $1,000,000	Partnership Income $15,001 - $50,000
Procter and Gamble Co.(PG)	Stocks	Self	$1,001 - $15,000	Dividends $201 - $1,000
Qualcomm Inc.(QCOM)	Stocks	Self	$15,001 - $50,000	Tax-deferred
State Bank Financial Corp(STBZ)	Stocks	Self	$1,001 - $15,000	None
Sun Trust Accounts	Bank & Cash	Self	$250,001 - $500,000	Interest $201 - $1,000
Sun Trust Banks Inc.(STI)	Stocks	Self	$15,001 - $50,000	Tax-deferred
Thorn Cressey Friends Fund VI LP	Retirement & Pension	Self	$15,001 - $50,000	Partnership Income $1,001 - $2,500
Thorn Cressey Friends Fund VII LP	Retirement & Pension	Self	$50,001 - $250,000	Tax-deferred
TIAA CREF Stock	Retirement & Pension	Self	$15,001 - $50,000	None
TIAA Traditional	Retirement & Pension	Self	$1,001 - $15,000	None
Virtus Investment Partners Inc.(VRTS)	Stocks	Self	$1,001 - $15,000	Tax-deferred
Wells Fargo Co.(WFC)	Stocks	Self	$1,001 - $15,000	Tax-deferred
Wells Fargo Money Market and Cash Deposits	Bank & Cash	Self	$250,001 - $500,000	Tax-deferred
Wells Fargo Money Market and Cash Deposits	Bank & Cash	Self	$1,001 - $15,000	Dividends $1 - $200
Cooper Brothers Partnership Shelbyville, TN, US; Smith Mills, KY, US (near Henderson, KY)	LLC / Partnership	Self	N/A	None
Park Center Partnership I (21% of Gambro Bldg) Brentwood, TN, US	LLC / Partnership	Self	N/A	None
Park Center Partnership II (21% of LBMC Bldg) Brentwood, TN, US	LLC / Partnership	Self	N/A	None
Lot 6A at 648 Grassmere Office Park (58% interest in Grassmere Five LLC) Nashville, TN, US	LLC / Partnership	Self	N/A	None

Liabilities (1)

Creditor	Type	Amount	Rate	Term
Suntrust Mortgage	mortgage	$250,001 - $500,000	—	—

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).