Jim Cooper Net Worth & Financial Disclosure

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Annual financial disclosure for 2013, filed June 14, 2013. Includes 44 assets and 1 liabilities.

Year:

2013 2012 2011 2010 2009 2008

Est. Net Worth

$31.4M

2013 annual disclosure

Total Assets

$19.7M - $43.7M

44 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$27.9M (7)

Real Estate$1.7M (3)

Retirement & Pension$533K (5)

Stocks$527K (16)

Insurance$375K (1)

Bank & Cash$366K (4)

Mutual Funds$356K (6)

Other$41K (2)

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
1099 Beach Dr. Gulfport, MS, US	Real Estate	Self	$100,001 - $250,000	Partnership Income $201 - $1,000
Berkshire Hathaway (IRA)(BRK.A)	Retirement & Pension	Self	$100,001 - $250,000	Tax-Deferred
City Holding Company(CHCO)	Stocks	Self	$15,001 - $50,000	Dividends $201 - $1,000
Coca Cola (IRA and brokerage acct)(KO)	Retirement & Pension	Self	$15,001 - $50,000	Tax-Deferred/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	$1,001 - $15,000	Interest $201 - $1,000
Cooper Bros. Land Co.; J&S Ship, Inc. Nashville, TN, US	LLC / Partnership	Self	$5,000,000 - $25,000,000	Partnership Income $100,001 - $1,000,000
JCI Nashville TN(JCI) Nashville, TN, US	Stocks	Self	$1,001 - $15,000	Dividends $201 - $1,000
DNP Select Income FD Inc.	Mutual Funds	Self	$1,001 - $15,000	Dividends $201 - $1,000
Equitable Bankshares Inc. (FBS)(FBS)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Federal Nat'l Mtg Assn (FNMA)(FNMA)	Stocks	Self	$15,001 - $50,000	Dividends $201 - $1,000
Fidelity Contrafund (FCNTX)	Mutual Funds	Self	$15,001 - $50,000	Dividends $201 - $1,000
Fidelity Growth and Income Fund (FGRIX)	Mutual Funds	Self	$15,001 - $50,000	Dividends $201 - $1,000
Fidelity Money Market Fund (FTEXX)	Mutual Funds	Self	$50,001 - $100,000	Dividends $1 - $200
General Electric Co. (GE) IRA and brokerage account(GE)	Retirement & Pension	Self	$50,001 - $100,000	Tax-Deferred Dividends $1,001 - $2,500
Harold E. White LLC Nashville, TN, US	LLC / Partnership	Self	$250,000 - $500,000	Partnership Income $15,001 - $50,000
Harper Green Properties LLC Nashville, TN, US	LLC / Partnership	Self	$100,001 - $250,000	None
HCA Healthcare Facilities LLC and Heritage Healthcare Management	LLC / Partnership	Self	$250,000 - $500,000	None
Hols Strategic Mortgage Fund (HSM)	Mutual Funds	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	$15,001 - $50,000	Dividends $1,001 - $2,500
International Business Machines(IBM)	Stocks	Self	$50,001 - $250,000	Dividends $1,001 - $2,500
Lennox Intl. Inc.	Stocks	Self	$50,001 - $100,000	Dividends $1,001 - $2,500
Microsoft Corp.(MSFT)	Stocks	Self	$1,001 - $15,000	Tax-Deferred
Northern Trust Inst. Govt Portfolio	Mutual Funds	Self	$100,001 - $250,000	Interest $1 - $200
Northwestern Mutual Adjustable Comp Life Policy	Insurance	Self	$250,001 - $500,000	Dividends $5,001 - $15,000
Partnership House on Hwy 31 Orinda, 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 $201 - $1,000
Qualcomm Inc.(QCOM)	Stocks	Self	$15,001 - $50,000	Dividends $201 - $1,000
State Bank Financial Corp.(STBZ)	Stocks	Self	$50,001 - $100,000	Dividends $201 - $1,000
Sun Trust accs.	Bank & Cash	Self	$1,001 - $15,000	Interest $1 - $200
Sun Trust Banks Inc.(STI)	Stocks	Self	$15,001 - $50,000	Dividends $201 - $1,000
Throne Grocery Friends Fund VI LP	Retirement & Pension	Self	$50,001 - $100,000	Partnership Income $2,501 - $5,000
Thomas Crossley Trimble Fund VII LP (IRA)	Retirement & Pension	Self	$100,001 - $250,000	Tax-Deferred
TIAA CREF Stock (annuity)	Other	Self	$15,001 - $50,000	None
TIAA Traditional (annuity)	Other	Self	$1,001 - $15,000	None
Virginia Springs Investments, LLC Brentwood, TN, US	LLC / Partnership	Joint	$250,001 - $500,000	Partnership Income $100,001 - $1,000,000
Windsor 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	Dividends $1 - $200
Wells Fargo Money Market and cash deposits (taxable)	Bank & Cash	Self	$100,001 - $250,000	Interest $1 - $200
Wells Fargo Money Market cash deposits (IRA)	Bank & Cash	Self	$100,001 - $250,000	Tax-Deferred
Cooper Bros. Partnership Shelbyville, TN, US; Smith Mills, KY, US	LLC / Partnership	Self	$5,781,274 - $5,781,274	None
Cooper Bros. Partnership Brentwood, TN, US; Nashville, TN, US	LLC / Partnership	Self	$5,781,274 - $5,781,274	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).