John A. Boehner Net Worth & Financial Disclosure

house

Annual financial disclosure for 2010, filed May 14, 2010. Includes 105 assets.

Year:

2013 2012 2011 2010 2009 2008

Est. Net Worth

$4.4M

2010 annual disclosure

Total Assets

$2.4M - $6.3M

105 assets

Total Liabilities

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

Stocks$1.9M (59)

Mutual Funds$1.7M (22)

Other$211K (12)

Bank & Cash$183K (4)

ETFs$175K (1)

Retirement & Pension$116K (4)

Gov. Securities$73K (3)

Top Stock Holdings (from trades)

JPMorgan Chase & Co (stock)JPM

$98K

All Assets (105)

Asset	Type	Owner	Value	Income
First Financial Bank, NA	Bank & Cash	Self	$1,001 - $15,000	None
Congress Credit Union	Bank & Cash	Self	$100,001 - $250,000	Interest $1,001 - $2,500
Calamos Market Neutral Income Fund A	Mutual Funds	Joint	$50,001 - $100,000	Dividends $1,001 - $2,500
American Funds Europacific Growth Fund Cl A	Mutual Funds	Joint	N/A	None
Oppenheimer Intl Bond Fund Y	Mutual Funds	Joint	$100,001 - $250,000	Interest $1,001 - $2,500
Prudential Investors Intl Opportunities Fund A	Mutual Funds	Joint	$50,001 - $100,000	Dividends $201 - $1,000
Munder Mid-Cap Core Growth A	Mutual Funds	Joint	$100,001 - $250,000	None
American Funds New World Fund Cl A	Mutual Funds	Joint	$15,001 - $50,000	Dividends $201 - $1,000
Pimco Commodity Real Return Strategy Fund Cl A	Mutual Funds	Joint	$15,001 - $50,000	Dividends/Cap Gains $2,501 - $5,000
Pimco All Asset Fund Cl A	Mutual Funds	Joint	$15,001 - $50,000	Dividends $1,001 - $2,500
DWS Dreman High Return Equity Fund Class A	Mutual Funds	Joint	N/A	None
Vanguard Selected Value Fund	Mutual Funds	Joint	$50,001 - $100,000	None
Keeley Small Cap Value Fund Class A	Mutual Funds	Joint	$50,001 - $100,000	None
Columbia Acorn Intl Flex Cap Growth Fund Class A	Mutual Funds	Joint	N/A	None
Royce Special Equity FD	Mutual Funds	Joint	$50,001 - $100,000	None
Davis New York Venture FD CL A	Mutual Funds	Joint	$100,001 - $250,000	Dividends $1,001 - $2,500
American Funds Growth Fund of America Class R6	Mutual Funds	Joint	$250,001 - $500,000	Dividends $1,001 - $2,500
FT Franklin Strategic Income A	Mutual Funds	Joint	$50,001 - $100,000	Dividends $1,001 - $2,500
American Funds New World Fund Class R6	Mutual Funds	Joint	$50,001 - $100,000	Dividends $201 - $1,000
FT Templeton Foreign A	Mutual Funds	Joint	$15,001 - $50,000	Dividends $201 - $1,000
RMA Tax Free Fund Inc. (UBS Financial Services Inc.)	Mutual Funds	Joint	$1,001 - $15,000	Dividends/Cap Gains $1 - $200
State of Ohio Deferred Compensation Plan (underlying investments not specified)	Retirement & Pension	Self	N/A	None
Fidelity Contrafund	Mutual Funds	Self	$100,001 - $250,000	Dividends $201 - $1,000
State of Ohio Public Employees Retirement System	Retirement & Pension	Self	$100,000 - $100,000	None
Charles Schwab Traditional IRA	Retirement & Pension	Self	$1,001 - $15,000	None
Nucor Sales Limited Retirement Plan (not self-directed)	Retirement & Pension	Self	$1,001 - $15,000	None
DWS Dreman Inc (underlying assets in following 2 entries)	Other	Self	N/A	None
DWS Dreman High Return Equity Fund	Mutual Funds	Self	N/A	None
RMA Money Mkt. Portfolio	Mutual Funds	Self	N/A	Dividends $1 - $200
UBS Financial Services Inc.	Bank & Cash	Self	N/A	None
UBS Financial Services Inc. (underlying assets in following entries)	Bank & Cash	Self	N/A	None
UBS Gold Shares(GLD)	ETFs	Self	$100,001 - $250,000	None
Allstate Corp(ALL)	Stocks	Self	$50,001 - $100,000	None
Ameriprise Financial Inc(AMP)	Stocks	Self	$15,001 - $50,000	None
Amgen Inc(AMGN)	Stocks	Self	$50,001 - $100,000	None
Apache Corp(APA)	Stocks	Self	$15,001 - $50,000	None
AT&T Inc.(T)	Stocks	Self	$15,001 - $50,000	None
Bank of New York Mellon Corp.(BK)	Stocks	Self	$5,001 - $15,000	None
Black & Decker Corp(BDK)	Stocks	Self	$15,001 - $50,000	Dividends $1 - $200
BP PLC SPON ADR(BP)	Stocks	Self	$15,001 - $50,000	None
Cardinal Health Inc(CAH)	Stocks	Self	$1,001 - $15,000	None
Carefusion Corp(CFN)	Stocks	Self	$1,001 - $15,000	None
Chevron Corp(CVX)	Stocks	Self	$15,001 - $50,000	None
CIGNA Corp(CI)	Stocks	Self	$50,001 - $100,000	None
Cisco Systems Inc(CSCO)	Stocks	Self	$15,001 - $50,000	None
Computer Sciences(CSC)	Stocks	Self	$15,001 - $50,000	None
ConocoPhillips(COP)	Stocks	Self	$50,001 - $100,000	None
Constellation Energy Group Inc(CEG)	Stocks	Self	$1,001 - $15,000	None
Covidien PLC(COV)	Stocks	Self	$15,001 - $50,000	None
Devon Energy Corp(DVN)	Stocks	Self	$15,001 - $50,000	Dividends $1 - $200
Edison International(EIX)	Stocks	Self	$1,001 - $15,000	None
Emerson Electric Co(EMR)	Stocks	Self	$15,001 - $50,000	None
Exxon Mobil Corp(XOM)	Stocks	Self	$15,001 - $50,000	None
Forest Laboratories(FRX)	Stocks	Self	$50,001 - $100,000	None
Freeport-McMoRan Copper & Gold Inc(FCX)	Stocks	Self	$15,001 - $50,000	None
General Dynamics Corp(GD)	Stocks	Self	$15,001 - $50,000	None
Goldman Sachs Group Inc(GS)	Stocks	Self	$15,001 - $50,000	None
Heinz H J Co(HNZ)	Stocks	Self	$1,001 - $15,000	None
Hewlett Packard Co(HPQ)	Stocks	Self	$15,001 - $50,000	None
Honeywell Intl Inc(HON)	Stocks	Self	$15,001 - $50,000	None
Intel Corp(INTC)	Stocks	Self	$1,001 - $15,000	None
International Business Machines(IBM)	Stocks	Self	$15,001 - $50,000	None
ITT Corp(ITT)	Stocks	Self	$1,001 - $15,000	None
Johnson & Johnson Com(JNJ)	Stocks	Self	$1,001 - $15,000	None
JP Morgan Chase & Co(JPM)	Stocks	Self	$15,001 - $50,000	None
Kimberly Clark Corp(KMB)	Stocks	Self	$50,001 - $100,000	None
Kroger Company(KR)	Stocks	Self	$1,001 - $15,000	None
Lincoln Natl Corp(LNC)	Stocks	Self	$15,001 - $50,000	None
Microsoft Corp(MSFT)	Stocks	Self	$50,001 - $100,000	None
Newell Rubbermaid Inc(NWL)	Stocks	Self	$15,001 - $50,000	None
Occidental Petroleum Corp(OXY)	Stocks	Self	$50,001 - $100,000	None
Omnicom Group Inc(OMC)	Stocks	Self	$15,001 - $50,000	None
Parker Hannifin Corp(PH)	Stocks	Self	$15,001 - $50,000	None
Pepsi Bottling Group Inc(PBG)	Stocks	Self	$1,001 - $15,000	None
Pfizer Inc(PFE)	Stocks	Self	$1,001 - $15,000	None
Pitney Bowes Inc(PBI)	Stocks	Self	$1,001 - $15,000	None
PPG Industries Inc(PPG)	Stocks	Self	$15,001 - $50,000	None
Procter & Gamble Co(PG)	Stocks	Self	$1,001 - $15,000	None
Sara Lee Corp(SLE)	Stocks	Self	$15,001 - $50,000	None
Sherwin Williams Co(SHW)	Stocks	Self	$15,001 - $50,000	None
State Street Corp(STT)	Stocks	Self	$15,001 - $50,000	None
Symantec Corp(SYMC)	Stocks	Self	$1,001 - $15,000	None
Texas Instruments(TXN)	Stocks	Self	$15,001 - $50,000	None
Travelers Cos Inc(TRV)	Stocks	Self	$15,001 - $50,000	Dividends $1 - $200
Tyco Electronics Ltd(TEL)	Stocks	Self	$15,001 - $50,000	None
United Technologies Corp(UTX)	Stocks	Self	$15,001 - $50,000	None
Verizon Communications Inc(VZ)	Stocks	Self	$1,001 - $15,000	None
VF Corp(VFC)	Stocks	Self	$15,001 - $50,000	None
Wal Mart Stores Inc(WMT)	Stocks	Self	$15,001 - $50,000	None
Wellpoint Inc(WLP)	Stocks	Self	$15,001 - $50,000	None
Xerox Corp(XRX)	Stocks	Self	$15,001 - $50,000	None
Bear Stearns Cos Inc (bonds and notes)	Other	Self	$15,001 - $50,000	Interest $201 - $1,000
Unilever Capital Corp (bonds and notes)	Other	Self	$1,001 - $15,000	None
Alcoa Inc (bonds and notes)	Other	Self	$15,001 - $50,000	None
Gen Elec Cap Corp (bonds and notes)	Other	Self	$15,001 - $50,000	None
Anheuser-Busch Inc (bonds and notes)	Other	Self	$15,001 - $50,000	None
AT&T Wireless Group (bonds and notes)	Other	Self	$15,001 - $50,000	None
PNG Industries Inc (bonds and notes)	Other	Self	$1,001 - $15,000	None
Duke Energy Corp (bonds and notes)	Other	Self	$1,001 - $15,000	None
Bellsouth Corp (bonds and notes)	Other	Self	$1,001 - $15,000	None
Sprint Companies (bonds and notes)	Other	Self	$1,001 - $15,000	None
Con Edison Co of NY (bonds and notes)	Other	Self	$1,001 - $15,000	None
FHLMC (Government securities)	Gov. Securities	Self	$1,001 - $15,000	None
US Treasury Notes (Government securities)	Gov. Securities	Self	$15,001 - $50,000	None
FHLB (Government securities)	Gov. Securities	Self	$15,001 - $50,000	None

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

John A. Boehner trades Wealthiest members Most active traders OH delegation Articles

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).