JOHN A. BOCCIERI Net Worth & Financial Disclosure

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Annual financial disclosure for 2013, filed May 22, 2013. Includes 60 assets and 1 liabilities.

Year:

2013 2010 2009

Est. Net Worth

$20K

2013 annual disclosure

Total Assets

$22K - $368K

60 assets

Total Liabilities

$100K - $250K

1 liabilities

Total Trades

From PTR filings

Trade Volume

N/A

Midpoint of disclosed ranges

Net Worth Over Time

Assets by Category

Mutual Funds$88K (26)

Stocks$42K (23)

Other$32K (4)

Bank & Cash$24K (3)

Insurance$8K (1)

ETFs$1K (2)

LLC / Partnership$501 (1)

All Assets (60)

Asset	Type	Owner	Value	Income
St. Morris Corp. Stock	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
U.S. Bank of Paducah, KY Accounts Paducah, KY, US	Bank & Cash	Self	$1,001 - $15,000	Interest $1 - $200
KY Education Scholars Choice KY, US	Mutual Funds	Self	$1,001 - $15,000	Dividends $1 - $200
Knights of Columbus	Insurance	Self	$1,001 - $15,000	None
PNC Bank, Paducah Paducah, KY, US	Bank & Cash	Self	$1,001 - $15,000	Interest $1 - $200
Franklin Templeton Fund	Mutual Funds	Self	$1,001 - $15,000	Dividends $1 - $200
Fidelity Contrafund	Mutual Funds	Self	$1,001 - $15,000	Dividends $1 - $200
American Funds Growth Fund of America	Mutual Funds	Self	$1,001 - $15,000	Dividends $1 - $200
Community Bank of Arizona	Bank & Cash	Self	$1,001 - $15,000	Interest $1 - $200
Green Valley Pecan Co	Other	Self	$1,001 - $15,000	Dividends $1 - $200
Davis Investments Fund	Other	Self	$1,001 - $15,000	Capital Gains $1 - $200
Amco Title Loan Fund	Other	Self	$1,001 - $15,000	Capital Gains $1 - $200
Davis Ico Balance Stock	Other	Self	$1,001 - $15,000	Dividends $1 - $200
Davis Ico Stock	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Fidelity Contra Fund	Mutual Funds	Self	$1,001 - $15,000	Capital Gains $1 - $200
Fidelity Growth Fund	Mutual Funds	Self	$1,001 - $15,000	Capital Gains $1 - $200
FRP Capital(FRPH)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Janus 20	Mutual Funds	Self	$1,001 - $15,000	Capital Gains $1 - $200
Intel Corp(INTC)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
JPMorgan Equity	Mutual Funds	Self	$1,001 - $15,000	Capital Gains $1 - $200
Vanguard Instl Index	Mutual Funds	Self	$1,001 - $15,000	Capital Gains $1 - $200
Vanguard Instl Growth	Mutual Funds	Self	$1,001 - $15,000	Capital Gains $1 - $200
Altria Group(MO)	Stocks	Self	$1 - $1,000	Dividends $1 - $200
Automatic Data Processing (ADP)(ADP)	Stocks	Self	$1 - $1,000	Dividends $1 - $200
ConocoPhillips(COP)	Stocks	Self	$1 - $1,000	Dividends $1 - $200
The Walt Disney Company(DIS)	Stocks	Self	$1 - $1,000	Dividends $1 - $200
Emerson Electric Co.(EMR)	Stocks	Self	$1 - $1,000	Dividends $1 - $200
First Trust Fund	Mutual Funds	Self	$1 - $1,000	Dividends $1 - $200
Home Depot(HD)	Stocks	Self	$1 - $1,000	Dividends $1 - $200
US Home Construction Fund	Mutual Funds	Self	$1 - $1,000	Dividends $1 - $200
Philip Morris Holdings(PM)	Stocks	Self	$1 - $1,000	Dividends $1 - $200
National Oilwell Varco(NOV)	Stocks	Self	$1 - $1,000	Dividends $1 - $200
MFS International Value Fund	Mutual Funds	Self	$1 - $1,000	Dividends $1 - $200
Russell 2000 Value Fund	Mutual Funds	Self	$1 - $1,000	Dividends $1 - $200
Johnson & Johnson(JNJ)	Stocks	Self	$1 - $1,000	Dividends $1 - $200
Walmart Inc.(WMT)	Stocks	Self	$1 - $1,000	Dividends $1 - $200
American Express(AXP)	Stocks	Self	$1 - $1,000	Dividends $1 - $200
McDonald's Corp.(MCD)	Stocks	Self	$1 - $1,000	Dividends $1 - $200
Pfizer(PFE)	Stocks	Self	$1 - $1,000	Dividends $1 - $200
PowerShares Trust	ETFs	Self	$1 - $1,000	Dividends $1 - $200
PowerShares Senior Loan	ETFs	Self	$1 - $1,000	Dividends $1 - $200
Procter & Gamble(PG)	Stocks	Self	$1 - $1,000	Dividends $1 - $200
Raytheon Co.(RTN)	Stocks	Self	$1 - $1,000	Dividends $1 - $200
CBS Corp.(CBS)	Stocks	Self	$1 - $1,000	Dividends $1 - $200
Buckeye Partners LP(BPL)	LLC / Partnership	Self	$1 - $1,000	Dividends $1 - $200
Dow Total Return Fund	Mutual Funds	Self	$1 - $1,000	Dividends $1 - $200
S&P 500 Fund	Mutual Funds	Self	$1 - $1,000	Dividends $1 - $200
Unilever PLC(UL)	Stocks	Self	$1 - $1,000	Dividends $1 - $200
KF Corp	Stocks	Self	$1 - $1,000	Dividends $1 - $200
Maryland Educators Muni	Mutual Funds	Self	$1 - $1,000	Interest $1 - $200
Midcap Equity Fund	Mutual Funds	Self	$1 - $1,000	Dividends $1 - $200
Jdn Co	Stocks	Self	$1 - $1,000	Dividends $1 - $200
Delaware Health Care Fund	Mutual Funds	Self	$1 - $1,000	Dividends $1 - $200
Federated High Yield Bond Fund	Mutual Funds	Self	$1 - $1,000	Interest $1 - $200
Gabelli Equity Fund	Mutual Funds	Self	$1 - $1,000	Dividends $1 - $200
Hartford Mutual Fund	Mutual Funds	Self	$1 - $1,000	Dividends $1 - $200
Mainstay Fund	Mutual Funds	Self	$1 - $1,000	Dividends $1 - $200
Neuberger Berman Mid	Mutual Funds	Self	$1 - $1,000	Dividends $1 - $200
Municipal Funds	Mutual Funds	Self	$1 - $1,000	Interest $1 - $200
Virtus Dynamic Credit	Mutual Funds	Self	$1 - $1,000	Interest $1 - $200

Liabilities (1)

Creditor	Type	Amount	Rate	Term
J T Brown Dave Services LLC	mortgage	$100,001 - $250,000	—	—

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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).