John A. Boehner
John A. Boehner Net Worth & Financial Disclosure
houseAnnual financial disclosure for 2011, filed May 13, 2011. Includes 122 assets.
Est. Net Worth
$5.3M
2011 annual disclosure
Total Assets
$3.1M - $7.5M
122 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$2.9M (71)
Mutual Funds$1.5M (22)
Stocks$536K (19)
Gov. Securities$108K (3)
Other$106K (4)
Bank & Cash$83K (2)
ETFs$33K (1)
Top Stock Holdings (from trades)
All Assets (122)
| Asset | Value |
|---|---|
American Funds Growth Fund of America Class F | $50,001 - $100,000 |
American Funds New World Fund Class F | N/A |
American Funds New World Fund | $15,001 - $50,000 |
Ariel Fund | $50,001 - $100,000 |
Calamos Market Neutral Income Fund Class A | $50,001 - $100,000 |
Columbia Acorn International Class A | $15,001 - $50,000 |
Congressional Credit Union | $50,001 - $100,000 |
Davis New York Venture Fund Class A | $50,001 - $100,000 |
First Financial Bank, NA | $1,001 - $15,000 |
FT Mutual Global Discovery Fund Class A | $100,001 - $250,000 |
FT Templeton Foreign Fund Class A | $100,001 - $250,000 |
FT Templeton Foreign SM CO A | $15,001 - $50,000 |
FT-Franklin Strategic Income Fund Class A | $50,001 - $100,000 |
Gateway Fund Class A | $50,001 - $100,000 |
Invesco Global Investors International Opportunities Fund Class A | $100,001 - $250,000 |
IRA: Alcoa Inc. (bonds and notes) | N/A |
| $15,001 - $50,000 | |
IRA: American Funds EuroPacific Growth Fund Class A | $50,001 - $100,000 |
| $15,001 - $50,000 | |
| $50,001 - $100,000 | |
| $15,001 - $50,000 | |
| $1,001 - $15,000 | |
| $15,001 - $50,000 | |
IRA, AT&T Wireless Group | $50,001 - $100,000 |
| $1,001 - $15,000 | |
| $50,001 - $100,000 | |
| $1,001 - $15,000 | |
| N/A | |
| $1,001 - $15,000 | |
| $1,001 - $15,000 | |
| N/A | |
| N/A | |
| $15,001 - $50,000 | |
| $50,001 - $100,000 | |
| N/A | |
| $15,001 - $50,000 | |
| N/A | |
| $15,001 - $50,000 | |
IRA: Cleve Electric Illum (bonds and notes) | $1,001 - $15,000 |
| $50,001 - $100,000 | |
| $15,001 - $50,000 | |
IRA: Cons Edison Co of NY (bonds and notes) | $1,001 - $15,000 |
| $15,001 - $50,000 | |
IRA: Credit Suisse FB USA Inc (bonds and notes) | $15,001 - $50,000 |
| $50,001 - $100,000 | |
IRA: Duke Energy Corp (bonds and notes) | $1,001 - $15,000 |
| $1,001 - $15,000 | |
| $15,001 - $50,000 | |
| $15,001 - $50,000 | |
Federal Home Loan Bank (FHLB) | $50,001 - $100,000 |
Federal Home Loan Mortgage Corp (FHLMC) | N/A |
| $15,001 - $50,000 | |
| $15,001 - $50,000 | |
| $15,001 - $50,000 | |
iShares Lehman Bros Cap (Bonds and Notes) | $15,001 - $50,000 |
| $15,001 - $50,000 | |
Harbor International Fund | $100,001 - $250,000 |
| N/A | |
| $15,001 - $50,000 | |
| $15,001 - $50,000 | |
| $15,001 - $50,000 | |
| $15,001 - $50,000 | |
| $15,001 - $50,000 | |
| $15,001 - $50,000 | |
John Hancock Signature | $15,001 - $50,000 |
| $1,001 - $15,000 | |
| $15,001 - $50,000 | |
Moody Clark Corp | $15,001 - $50,000 |
| $15,001 - $50,000 | |
| $15,001 - $50,000 | |
| $15,001 - $50,000 | |
| $1,001 - $15,000 | |
| $15,001 - $50,000 | |
| $15,001 - $50,000 | |
| $15,001 - $50,000 | |
| $15,001 - $50,000 | |
IRA: NTN TR Corp | $5,001 - $15,000 |
| $15,001 - $50,000 | |
| $15,001 - $50,000 | |
IRA: Omnicom Group MVW | $5,001 - $15,000 |
| $15,001 - $50,000 | |
| N/A | |
| $15,001 - $50,000 | |
| $15,001 - $50,000 | |
| $50,001 - $100,000 | |
IRA: Pitney Bowes Inc NTS | $15,001 - $50,000 |
IRA: PNC Bank NA NTS SER | $15,001 - $50,000 |
IRA: Raytheon Co | $50,001 - $100,000 |
| $5,001 - $15,000 | |
| $15,001 - $50,000 | |
| $15,001 - $50,000 | |
| $50,001 - $100,000 | |
| $15,001 - $50,000 | |
| $50,001 - $100,000 | |
| $15,001 - $50,000 | |
| $50,001 - $100,000 | |
| $50,001 - $100,000 | |
| $15,001 - $50,000 | |
| $15,001 - $50,000 | |
| $50,001 - $100,000 | |
| $15,001 - $50,000 | |
IRA: UBS Liquid Assets Fund | $100,001 - $250,000 |
IRA: Univer Capital Corp (bonds and notes) | $250,000 - $250,000 |
| $15,001 - $50,000 | |
IRA, US Treasury Notes | $15,001 - $50,000 |
| $50,001 - $100,000 | |
| $15,001 - $50,000 | |
| $50,001 - $100,000 | |
| $50,001 - $100,000 | |
| $15,001 - $50,000 | |
IRA, Xerox Corp NTS | $50,001 - $100,000 |
Keeley Small Cap Value Fund | $15,001 - $50,000 |
Munder Mid-Cap Core Growth A | $50,001 - $100,000 |
Nuclie Sale Limited Partnership Profit Sharing Retirement Plan (Not directed) (Rolled over to IRA) | N/A |
Lord Abbett Developing Markets Fund CL A | $15,001 - $50,000 |
Pimco All Asset Fund CL A | $15,001 - $50,000 |
Pimco Commodity Real Return Strategy Fund Class A | N/A |
| $1,001 - $15,000 | |
Royce Special Equity Fund | $50,001 - $100,000 |
State of Ohio Deferred Compensation (IRA) - Fidelity Contrafund | N/A |
State of Ohio Public Employees Retirement System Pension Plan | $50,001 - $100,000 |
Vanguard Selected Value Fund | 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).