JO BONNER Net Worth & Financial Disclosure

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Annual financial disclosure for 2011, filed May 16, 2011. Includes 43 assets and 3 liabilities.

Year:

2013 2012 2011 2010 2009 2008

Est. Net Worth

$3.5M

2011 annual disclosure

Total Assets

$1.3M - $5.9M

43 assets

Total Liabilities

$45K - $150K

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 (4)

Mutual Funds$221K (13)

Stocks$65K (19)

Bank & Cash$40K (5)

Other$16K (2)

Top Stock Holdings (from trades)

Southern CompanySO

$16K

Cerner CorporationCERN

$16K

Automatic Data ProcessingADP

$16K

All Assets (43)

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	Dividends $1 - $200
2469 +/- acres timberland Wilcox County, Alabama, US	Real Estate	Joint	$1,000,001 - $5,000,000	Other: hunting leases $15,001 - $50,000
RBC Bank	Bank & Cash	Joint	$1,001 - $15,000	Interest $1 - $200
76 acres timberland Wilcox, Alabama, US	Real Estate	Joint	$100,001 - $250,000	None
Alabama Prepaid Tuition Plan - DC 1	Other	Joint	$1,001 - $15,000	None
Alabama Prepaid Tuition Plan - DC 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	$15,001 - $50,000	Interest $1 - $200
Wells Fargo Cash Sweep Account	Bank & Cash	Joint	$1,001 - $15,000	Interest $1 - $200
Oppenheimer Main Street Fund	Mutual Funds	Joint	N/A	Capital Gains $15,001 - $50,000
Oppenheimer Capital Appreciation Fund	Mutual Funds	Joint	N/A	Capital Gains $2,501 - $5,000
Pioneer Independence Fund	Mutual Funds	Joint	N/A	Capital Gains $5,001 - $15,000
Oppenheimer Emerging Markets Fund	Mutual Funds	Joint	$1,001 - $15,000	Dividends $201 - $1,000
Oppenheimer Developing Markets Fund	Mutual Funds	Joint	$1,001 - $15,000	Dividends $1 - $200
Oppenheimer International Bond Fund	Mutual Funds	Joint	$15,001 - $50,000	Dividends $201 - $1,000
Oppenheimer Equity Income	Mutual Funds	Joint	$15,001 - $50,000	Dividends $201 - $1,000
Pioneer Ser Tr III	Mutual Funds	Joint	$50,001 - $100,000	Dividends $1 - $200
Pioneer Fundamental Growth	Mutual Funds	Joint	$15,001 - $50,000	Dividends $1 - $200
Pioneer Ser Tr I	Mutual Funds	Joint	$1,001 - $15,000	None
Pioneer Strategic Income	Mutual Funds	Joint	$1,001 - $15,000	Dividends $201 - $1,000
Pioneer Select Mid Cap Growth	Mutual Funds	Joint	$1,001 - $15,000	None
2-11 acre lots, Baldwin County, Alabama Baldwin County, Alabama, US	Real Estate	Joint	$50,001 - $100,000	None
Cisco(CSCO)	Stocks	Spouse	N/A	Capital Gains $1,001 - $2,500
Fannie Mae(FNMA)	Stocks	Spouse	N/A	Capital Gains $1 - $200
Health South(EHC)	Stocks	Spouse	N/A	Capital Gains $201 - $1,000
Southern Company(SO)	Stocks	Spouse	N/A	Capital Gains $5,001 - $15,000
AT&T(T)	Stocks	Spouse	N/A	Capital Gains $1,001 - $2,500
BB&T(BBT)	Stocks	Spouse	N/A	Capital Gains $2,501 - $5,000
Caterpillar Inc.(CAT)	Stocks	Spouse	N/A	Capital Gains $2,501 - $5,000
Cincinnati Financial Corp.(CINF)	Stocks	Spouse	N/A	Capital Gains $1,001 - $2,500
Consolidated Edison(ED)	Stocks	Spouse	N/A	Capital Gains $1,001 - $2,500
Arthur J. Gallagher & Co.(AJG)	Stocks	Spouse	N/A	Capital Gains $2,501 - $5,000
Pinnacle West Capital Corporation(PNW)	Stocks	Spouse	N/A	Capital Gains $2,501 - $5,000
Progress Energy Inc.(PGN)	Stocks	Spouse	N/A	Capital Gains $1,001 - $2,500
Eli Lilly and Company(LLY)	Stocks	Spouse	N/A	Capital Gains $1,001 - $2,500
Kinder Morgan Energy(KMP)	Stocks	Spouse	N/A	Capital Gains $2,501 - $5,000
Regency Energy Partners(RGP)	Stocks	Spouse	N/A	Capital Gains $1,001 - $2,500
Center Corporation	Stocks	Spouse	N/A	Capital Gains $1,001 - $2,500
Automatic Data Processing(ADP)	Stocks	Spouse	N/A	Capital Gains $1,001 - $2,500
Easement to City of Thomasville, AL Thomasville, AL, US	Real Estate	Spouse	N/A	Contractual Income $1,001 - $2,500

Liabilities (3)

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

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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).