JO BONNER Net Worth & Financial Disclosure

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Annual financial disclosure for 2008, filed May 15, 2008. Includes 27 assets and 3 liabilities.

Year:

2013 2012 2011 2010 2009 2008

Est. Net Worth

$3.6M

2008 annual disclosure

Total Assets

$1.3M - $5.9M

27 assets

Total Liabilities

$35K - $80K

3 liabilities

Total Trades

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$3.3M (3)

Mutual Funds$197K (8)

Stocks$141K (10)

Bank & Cash$32K (4)

Other$16K (2)

Top Stock Holdings (from trades)

Southern CompanySO

$16K

Cerner CorporationCERN

$16K

Automatic Data ProcessingADP

$16K

All Assets (27)

Asset	Type	Owner	Value	Income
Camden National Bank	Bank & Cash	Joint	$1,001 - $15,000	INTEREST $1 - $200
Congressional Federal Credit Union	Bank & Cash	Joint	$1,001 - $15,000	INTEREST $1 - $200
Whitney National Bank	Bank & Cash	Joint	$1,001 - $15,000	INTEREST $1 - $200
Pioneer Growth Shares	Mutual Funds	Joint	$1,001 - $15,000	None
2469 +/- acres timberland Wilcox County, Alabama, US	Real Estate	Joint	$1,000,001 - $5,000,000	Other: timber leases, hunting leases $50,001 - $100,000
First Gulf Bank	Bank & Cash	Joint	$1,001 - $15,000	INTEREST $1 - $200
76 acres timberland Wilcox County, AL, US	Real Estate	Joint	$100,001 - $250,000	None
Alabama PrePaid Tuition Plan - Dependent Child 1	Other	Joint	$1,001 - $15,000	None
Alabama PrePaid Tuition Plan - Dependent Child 2	Other	Joint	$1,001 - $15,000	None
1st Camden Bankshares	Stocks	Joint	$15,001 - $50,000	Dividends $2,501 - $5,000
Town and Country Bank	Stocks	Joint	$50,001 - $100,000	Interest $201 - $1,000
RMA Money Market Fund	Mutual Funds	Joint	$1,001 - $15,000	Dividends $1 - $200
MFS Emerging Growth Fund	Mutual Funds	Joint	N/A	Capital Gains $50,001 - $100,000
Oppenheimer Main Street Fund	Mutual Funds	Joint	$50,001 - $100,000	Dividends $201 - $1,000
Oppenheimer Capital Appreciation (Growth) Fund Class A	Mutual Funds	Joint	$1,001 - $15,000	None
Pioneer Independent Fund	Mutual Funds	Joint	$15,001 - $50,000	Dividends $1 - $200
2.1 acre lots Baldwin County, AL, US	Real Estate	Spouse	$50,001 - $100,000	None
Cisco(CSCO)	Stocks	Spouse	$1,001 - $15,000	None
Fannie Mae(FNMA)	Stocks	Spouse	$1,001 - $15,000	Dividends $1 - $200
Health South(HLS)	Stocks	Spouse	$1 - $1,000	None
Southern Company(SO)	Stocks	Spouse	$1,001 - $15,000	Dividends $201 - $1,000
John Hancock Fund	Mutual Funds	Spouse	$15,001 - $50,000	Dividends $201 - $1,000
Mirant(MIR)	Stocks	Spouse	N/A	Capital Gains $201 - $1,000
Pioneer Growth Shares	Mutual Funds	Spouse	$15,001 - $50,000	None
Cisco(CSCO)	Stocks	DC	$1 - $1,000	None
Weyerhaeuser(WY)	Stocks	DC	$1 - $1,000	Dividends $1 - $200
Fannie Mae(FNMA)	Stocks	DC	$1,001 - $15,000	Dividends $1 - $200

Liabilities (3)

Creditor	Type	Amount	Rate	Term
American Express	credit card	$15,001 - $50,000	—	—
Chase Manhattan	credit card	$10,001 - $15,000	—	—
Bank of America	credit card	$10,001 - $15,000	—	—

Trading Sector Allocation (from PTR trades)

Utilities$32K

Healthcare$32K

Financial Services$40K

Technology$8K

Communication Services$8K

Industrials$8K

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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).