John A. Boehner
John A. Boehner Net Worth & Financial Disclosure
houseAnnual financial disclosure for 2009, filed May 13, 2009. Includes 35 assets.
Est. Net Worth
$4.3M
2009 annual disclosure
Total Assets
$1.8M - $6.9M
35 assets
Total Liabilities
$0
0 liabilities
Total Trades
344
From PTR filings
Trade Volume
$17.6M
Midpoint of disclosed ranges
Net Worth Over Time
Show data table
| Period | Est. net worth |
|---|---|
| 2008 | $5.1M |
| 2009 | $4.3M |
| 2010 | $4.4M |
| 2011 | $5.3M |
| 2012 | $4.5M |
| 2013 | $5.2M |
Assets by Category
Retirement & Pension$3.1M (3)
Mutual Funds$1.2M (27)
Bank & Cash$16K (2)
Other$0 (2)
LLC / Partnership$0 (1)
Top Stock Holdings (from trades)
All Assets (35)
| Asset | Value |
|---|---|
Congressional Credit Union | $1,001 - $15,000 |
First Financial Bank, NA | $1,001 - $15,000 |
Calamos Growth & Income CL A | N/A |
Calamos Market Neutral Income Fund Class A | $50,001 - $100,000 |
American Funds Europacific Growth Fund Cl A | $15,001 - $50,000 |
American Funds Growth Fund of America Cl A | $50,001 - $100,000 |
Henderson Global Investors Intl Opportunities Fund A (formerly Gartmore Intl Opportunities Fund A & Henderson Intl Opportunities Fund A) | $50,001 - $100,000 |
Munder Mid-Cap Core Growth A | $50,001 - $100,000 |
American Funds New World Fund Cl A | $1,001 - $15,000 |
PIMCO Commodity Real Return Strategy Fund Cl A | $1,001 - $15,000 |
PIMCO All Asset Fund Cl A | $15,001 - $50,000 |
Davis Dynamic High Return Equity Fund A | $100,001 - $250,000 |
American Funds Smallcap World A | N/A |
Vanguard Selected Value Fund | $50,001 - $100,000 |
Keeley Small Cap Value Fund | $100,001 - $250,000 |
Franklin Flex Cap Growth Fund Class A | $50,001 - $100,000 |
Royce Pennsylvania Mutual Fund | N/A |
Royce Special Equity FD | $15,001 - $50,000 |
Davis New York Venture FD CL A | $50,001 - $100,000 |
RMA Tax Free Fund Inc. (UBS Financial Services Inc.) | $1,001 - $15,000 |
State of Ohio Deferred Compensation (underlying asset information following entry) | N/A |
Fidelity Contrafund | $100,001 - $250,000 |
State of Ohio, Public Employees Retirement System | $50,001 - $100,000 |
Nuclie Sales Inc. Profit Sharing Retirement Plan (not self-directed) | $1,000,001 - $5,000,000 |
Nuclie Sales Inc. (underlying assets in following entries) | N/A |
DWS RREEF High Return Equity Fund A | $1 - $1,000 |
Keeley Small Cap Value FD | N/A |
DWS Global Thematic Fund Class A | N/A |
Harding Loevner Global Investors International Opportunities Fund A | N/A |
Hartford Capital Flex Cap Growth Fund Class A | N/A |
DWS RREEF Global Real Estate Securities Cl A | N/A |
Invesco Oppenheimer Global Cap Core Growth Fund Class A | N/A |
RMA Money Market Portfolio; UBS Financial Services Inc.; Tax Exempt Fund; UBS RMA Government Portfolio | $50,001 - $100,000 |
UBS Financial Services Inc. | N/A |
10% interest in Nucite Sales LP | N/A |
Trading Sector Allocation (from PTR trades)
Financial Services$568K
Healthcare$429K
Real Estate$24K
Technology$593K
Industrials$389K
Retail Trade$65K
Communication Services$252K
Basic Materials$309K
Utilities$105K
Energy$447K
Consumer Defensive$163K
Consumer Cyclical$309K
Insurance$16K
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).