JO BONNER
JO BONNER Net Worth & Financial Disclosure
houseAnnual financial disclosure for 2013, filed May 15, 2013. Includes 26 assets and 7 liabilities.
Est. Net Worth
$18.4M
2013 annual disclosure
Total Assets
$6.5M - $31.4M
26 assets
Total Liabilities
$305K - $765K
7 liabilities
Total Trades
41
From PTR filings
Trade Volume
$1.4M
Midpoint of disclosed ranges
Net Worth Over Time
Show data table
| Period | Est. net worth |
|---|---|
| 2008 | $3.6M |
| 2009 | $3.7M |
| 2009 | $3.4M |
| 2010 | $3.6M |
| 2011 | $3.5M |
| 2012 | $3M |
| 2013 | $18.4M |
Assets by Category
Real Estate$18.5M (4)
Stocks$258K (3)
Mutual Funds$172K (10)
Bank & Cash$35K (5)
Other$24K (3)
Retirement & Pension$8K (1)
Top Stock Holdings (from trades)
All Assets (26)
| Asset | Value |
|---|---|
Camden National Bank | $1,001 - $15,000 |
Hancock Bank | $1,001 - $15,000 |
Pioneer Growth Shares | $15,001 - $50,000 |
2469+ Acres timberland Butler County, Alabama, US | $1,000,001 - $5,000,000 |
RBC Bank (now known as PNC Bank) | $1,001 - $15,000 |
78 acres timberland Wilcox County, Alabama, US | $250,000 - $500,000 |
Alabama Prepaid Tuition Plan - DC 1 | $1,001 - $15,000 |
Alabama Prepaid Tuition Plan - DC 2 | $1,001 - $15,000 |
Alabama Prepaid Tuition Plan | $1,001 - $15,000 |
DC 2 1st Camden Bankshares | $50,001 - $100,000 |
Town and Country Bank | $5,001 - $15,000 |
Wells Fargo Cash Sweep Account | $1 - $1,000 |
Oppenheimer Emerging Markets Fund | $1,001 - $15,000 |
Oppenheimer Developing Markets Fund | $1,001 - $15,000 |
Oppenheimer International Bond Fund | $1,001 - $15,000 |
Oppenheimer Equity Income | $50,001 - $100,000 |
Pioneer Ser TR III | $1,001 - $15,000 |
Pioneer Fundamental Growth | $1,001 - $15,000 |
Pioneer Ser TR I | $1,001 - $15,000 |
Pioneer Strategic Income | $1,001 - $15,000 |
Pioneer Select Mid Cap Growth | $1,001 - $15,000 |
2.1 acre lots Baldwin County, Alabama, US | $50,001 - $100,000 |
| $1,001 - $15,000 | |
Morgan Keegan IRA (now Raymond James IRA) (cash) | $1,001 - $15,000 |
3300 +/- acres timberland Wilcox County, AL, US | $5,000,001 - $25,000,000 |
| $100,001 - $250,000 |
Liabilities (7)
| Creditor | Type | Amount |
|---|---|---|
| Chase | credit card | $15,001 - $50,000 |
| Bank of America | credit card | $15,001 - $50,000 |
| CitiMortgage | mortgage | $100,001 - $250,000 |
| Weichert Financial | mortgage | $50,001 - $100,000 |
| Hancock Bank | mortgage | $10,001 - $15,000 |
| Chase Mortgage | mortgage | $100,001 - $250,000 |
| American Express | credit card | $15,001 - $50,000 |
Trading Sector Allocation (from PTR trades)
Utilities$32K
Healthcare$32K
Financial Services$40K
Technology$8K
Communication Services$8K
Industrials$8K
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).