John A. Boehner Net Worth & Financial Disclosure

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Annual financial disclosure for 2012, filed May 11, 2012. Includes 124 assets.

Year:

2013 2012 2011 2010 2009 2008

Est. Net Worth

$4.5M

2012 annual disclosure

Total Assets

$2.4M - $6.6M

124 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

Retirement & Pension$2.4M (75)

Mutual Funds$1.3M (21)

Stocks$734K (18)

Other$146K (7)

Bank & Cash$41K (2)

Gov. Securities$0 (1)

Top Stock Holdings (from trades)

JPMorgan Chase & Co (stock)JPM

$98K

All Assets (124)

Asset	Type	Owner	Value	Income
American Funds Growth Fund of America Class F	Mutual Funds	Joint	$50,001 - $100,000	Dividends $201 - $1,000
American Funds New World Fund Class F	Mutual Funds	Joint	$15,001 - $50,000	Dividends $201 - $1,000
Ariel Fund	Mutual Funds	Joint	$15,001 - $50,000	None
Calamos Market Neutral Income Fund Class I	Mutual Funds	Joint	$15,001 - $50,000	Dividends $201 - $1,000
Columbia Acorn International	Mutual Funds	Joint	$15,001 - $50,000	Dividends $201 - $1,000
Columbia Dividend Opportunity Fund A	Mutual Funds	Joint	$15,001 - $50,000	Dividends $201 - $1,000
Congressional Credit Union	Bank & Cash	Joint	$15,001 - $50,000	Interest $1 - $200
Davis New York Venture Fund Class A	Mutual Funds	Joint	$50,001 - $100,000	Capital Gains/Dividends $2,501 - $5,000
Fidelity Advisor Floating Rate High Income Fund Class A	Mutual Funds	Joint	$15,001 - $50,000	Dividends $201 - $1,000
First Financial Bank, NA	Bank & Cash	Joint	$1,001 - $15,000	None
FT Institutional Discovery Fund Class A	Mutual Funds	Joint	$50,001 - $100,000	Capital Gains/Dividends $5,001 - $15,000
FT Templeton Foreign SM CO A	Mutual Funds	Joint	$15,001 - $50,000	Dividends $201 - $1,000
FT-Franklin Strategic Income A	Mutual Funds	Joint	$50,001 - $100,000	Dividends $2,501 - $5,000
Gateway Fund Class A	Mutual Funds	Joint	$15,001 - $50,000	Dividends/Capital Gains $1,001 - $2,500
Henderson Global Investors Intl Opportunities Fund A	Mutual Funds	Joint	$50,001 - $100,000	Dividends $201 - $1,000
IRA - AFLAC Inc (bonds and stock)(AFL)	Retirement & Pension	Joint	$15,001 - $50,000	None
IRA - Allstate Corp (stock)(ALL)	Retirement & Pension	Joint	$15,001 - $50,000	None
IRA - American Funds Euro Pacific Fund Class F (mutual fund)	Retirement & Pension	Joint	$50,001 - $100,000	None
IRA - Ameriprise Financial Inc (stock)(AMP)	Retirement & Pension	Joint	$15,001 - $50,000	None
IRA, Amgen Inc(AMGN)	Retirement & Pension	Self	$15,001 - $50,000	None
IRA, Apache Corp(APA)	Retirement & Pension	Self	$15,001 - $50,000	None
IRA, Apple Inc(AAPL)	Retirement & Pension	Self	$50,001 - $100,000	None
IRA, Archer Daniels Midland Co(ADM)	Retirement & Pension	Self	$1,001 - $15,000	None
IRA, AT&T Inc(T)	Retirement & Pension	Self	$15,001 - $50,000	None
IRA, AT&T Wireless Group	Retirement & Pension	Self	N/A	None
IRA, Avon Products Inc(AVP)	Retirement & Pension	Self	$15,001 - $50,000	None
IRA, Bank of America Corp NTTS	Retirement & Pension	Self	$1,001 - $15,000	None
IRA, Bank of New York Mellon Corp(BK)	Retirement & Pension	Self	N/A	None
IRA, Bank of Nova Scotia Canada(BNS)	Retirement & Pension	Self	$1,001 - $15,000	None
IRA, BellSouth Corp(BLS)	Retirement & Pension	Self	$15,001 - $50,000	None
IRA, Berkley W R Corp(WRB)	Retirement & Pension	Self	$1,001 - $15,000	None
IRA, Canadian Natural Resources LTD(CNQ)	Retirement & Pension	Self	N/A	None
IRA, Cardinal Health Inc(CAH)	Retirement & Pension	Self	$15,001 - $50,000	None
IRA, Chevron Corp(CVX)	Retirement & Pension	Self	$15,001 - $50,000	None
IRA, Cisco Systems Inc(CSCO)	Retirement & Pension	Self	$1,001 - $15,000	None
IRA, Cleve Electric Illum	Retirement & Pension	Self	$15,001 - $50,000	None
IRA, Coca-Cola Enterprises Inc(CCE)	Retirement & Pension	Self	$15,001 - $50,000	None
IRA, Computer Sciences(CSC)	Retirement & Pension	Self	$1,001 - $15,000	None
IRA, Computer Sciences Corp	Retirement & Pension	Self	$15,001 - $50,000	None
IRA, ConocoPhillips(COP)	Retirement & Pension	Self	$15,001 - $50,000	None
IRA, Gen Elec Co of NY	Retirement & Pension	Self	$1,001 - $15,000	None
IRA, Consolation Energy Group(CNX)	Retirement & Pension	Self	$15,001 - $50,000	None
IRA, Covidien PLC(COV)	Retirement & Pension	Self	$15,001 - $50,000	None
IRA, Credit Suisse FB USA Inc	Retirement & Pension	Self	$15,001 - $50,000	None
IRA, Dell Inc	Retirement & Pension	Self	$15,001 - $50,000	None
IRA, Devon Energy Corp(DVN)	Retirement & Pension	Self	$1,001 - $15,000	None
IRA, Diamond Offshore Drilling Inc(DO)	Retirement & Pension	Self	$15,001 - $50,000	None
Duke Energy Corp (bonds and notes)	Other	Self	$1,001 - $15,000	None
Edison Intl(EIX)	Stocks	Self	N/A	None
Emerson Electric Co(EMR)	Stocks	Self	$15,001 - $50,000	None
Exxon Mobil Corp(XOM)	Stocks	Self	$15,001 - $50,000	None
FHLB	Other	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
GE Capital Corp (bonds and notes)	Other	Self	$15,001 - $50,000	None
Gen Dynamics Corp(GD)	Stocks	Self	$50,001 - $100,000	None
Gen Elec Cap Corp (bonds and notes)	Other	Self	N/A	None
Goldman Sachs Group Inc(GS)	Stocks	Self	$1,001 - $15,000	None
Goldman Sachs Group Inc (bonds and notes)	Other	Self	$15,001 - $50,000	None
Harbor International Fund	Mutual Funds	Self	$50,001 - $100,000	None
Hewlett Packard Co(HPQ)	Stocks	Self	$1,001 - $15,000	None
IRA: Home Depot Inc(HD)	Retirement & Pension	Self	$15,001 - $50,000	None
IRA: Honeywell Intl Inc(HON)	Retirement & Pension	Self	$15,001 - $50,000	None
IRA: Intel Corp(INTC)	Retirement & Pension	Self	$50,001 - $100,000	None
IRA: Intl Business Mach(IBM)	Retirement & Pension	Self	$15,001 - $50,000	None
IRA: ITT Corp(ITT)	Retirement & Pension	Self	$1,001 - $15,000	None
IRA: John Hancock Signature	Retirement & Pension	Self	$15,001 - $50,000	None
IRA: Johnson & Johnson Com(JNJ)	Retirement & Pension	Self	$1,001 - $15,000	None
IRA: JPMorgan Chase & Co (bonds and notes)	Retirement & Pension	Self	$15,001 - $50,000	None
IRA: JPMorgan Chase & Co(JPM)	Retirement & Pension	Self	$1,001 - $15,000	None
IRA: Kimberly Clark Corp(KMB)	Retirement & Pension	Self	$15,001 - $50,000	None
IRA: Kroger Company(KR)	Retirement & Pension	Self	N/A	None
IRA: Lincoln Natl Corp(LNC)	Retirement & Pension	Self	$15,001 - $50,000	None
IRA: Lowes Corp(LOW)	Retirement & Pension	Self	$15,001 - $50,000	None
IRA: McDonalds Corp(MCD)	Retirement & Pension	Self	$15,001 - $50,000	None
IRA, MetLife Inc (bonds and notes)	Retirement & Pension	Self	$1,001 - $15,000	None
IRA, Microsoft Corp (stock)(MSFT)	Retirement & Pension	Self	$15,001 - $50,000	None
IRA, MCI Corp NTS (bonds and notes)	Retirement & Pension	Self	$50,001 - $100,000	None
IRA, Newell Rubbermaid Inc (bonds and notes)	Retirement & Pension	Self	$15,001 - $50,000	None
IRA, Newell Rubbermaid Inc (Stock)(NWL)	Retirement & Pension	Self	$50,001 - $100,000	None
IRA, Northern TR Corp (bonds and notes)	Retirement & Pension	Self	$1,001 - $15,000	None
IRA, Occidental Petroleum Cp (Stock)(OXY)	Retirement & Pension	Self	$15,001 - $50,000	None
IRA, Omnicom Group Inc (Stock)(OMC)	Retirement & Pension	Self	$15,001 - $50,000	None
IRA, Procter & Gamble Co, MW (bonds and notes)	Retirement & Pension	Self	$50,001 - $100,000	None
IRA, Parker Hannifin Corp (Stock)(PH)	Retirement & Pension	Self	$15,001 - $50,000	None
IRA, PepsiCo Inc (stock)(PEP)	Retirement & Pension	Self	$50,001 - $100,000	None
IRA, Pfizer Inc (Stock)(PFE)	Retirement & Pension	Self	$15,001 - $50,000	None
IRA, Pitney Bowes Inc (stock)(PBI)	Retirement & Pension	Self	$1,001 - $15,000	None
IRA, Pitney Bowes Inc NTS (bonds and notes)	Retirement & Pension	Self	$15,001 - $50,000	None
IRA, PNC Bank NA NTS SER (bonds and notes)	Retirement & Pension	Self	$15,001 - $50,000	None
IRA, PNC Financial Services Group (stock)(PNC)	Retirement & Pension	Self	$15,001 - $50,000	None
PNC Financial Services Group (stock)(PNC)	Stocks	Self	$50,001 - $100,000	None
IRA, PPG Industries Inc (bonds and notes)	Retirement & Pension	Self	$15,001 - $50,000	None
IRA, PPG Industries Inc (stock)(PPG)	Retirement & Pension	Self	$15,001 - $50,000	None
IRA, Procter & Gamble Co (stock)(PG)	Retirement & Pension	Self	$15,001 - $50,000	None
IRA, Prudential Financial Inc (bonds and notes)	Retirement & Pension	Self	$50,001 - $100,000	None
IRA, Sara Lee Corp (stock)(SLE)	Retirement & Pension	Self	N/A	None
IRA, Sherwin Williams Co (stock)(SHW)	Retirement & Pension	Self	N/A	None
IRA, Siemens A G Spn Adr (stock)(SIEGY)	Retirement & Pension	Self	$15,001 - $50,000	None
IRA, St. Paul Companies (bonds and notes)	Retirement & Pension	Self	$1,001 - $15,000	None
IRA, State Street Corp (stock)(STT)	Retirement & Pension	Self	$15,001 - $50,000	None
IRA, Symantec Corp (stock)(SYMC)	Retirement & Pension	Self	$15,001 - $50,000	None
IRA, Symantec Corp NTS (bonds and notes)	Retirement & Pension	Self	$15,001 - $50,000	None
IRA, Time Warner Inc (stock)(TWX)	Retirement & Pension	Self	$15,001 - $50,000	None
IRA, Teva Pharmaceutical Industries (stock)(TEVA)	Stocks	Joint	$1,001 - $15,000	None
IRA, Texas Instruments (stock)(TXN)	Stocks	Joint	$15,001 - $50,000	None
IRA, Travelers Cos Inc (stock)(TRV)	Stocks	Joint	$50,001 - $100,000	None
IRA, UBS Liquid Assets Fund	Mutual Funds	Joint	$100,001 - $250,000	None
IRA, United Technologies Corp (stock)(UTX)	Stocks	Joint	$15,001 - $50,000	None
IRA, US Treasury Notes	Gov. Securities	Joint	N/A	None
IRA, Verizon Communications (Bonds and notes)	Other	Joint	$15,001 - $50,000	None
IRA, Verizon Communications Inc (stock)(VZ)	Stocks	Joint	$15,001 - $50,000	None
IRA, VF Corp (stock)(VFC)	Stocks	Joint	$50,001 - $100,000	None
IRA, Wal Mart Stores Inc (stock)(WMT)	Stocks	Joint	$15,001 - $50,000	None
IRA, Viewpoint Inc (stock)	Stocks	Joint	$50,001 - $100,000	None
IRA, Xerox Corp (stock)(XRX)	Stocks	Joint	$15,001 - $50,000	None
IRA, Xerox Corp NTS (bonds and notes)	Other	Joint	$1,001 - $15,000	None
Janus Small Cap Value Fund Class A	Mutual Funds	Joint	$50,001 - $100,000	None
Munder Mid-Cap Core Growth	Mutual Funds	Joint	$50,001 - $100,000	None
Oppenheimer Developing Markets Fund CL A	Mutual Funds	Joint	$15,001 - $50,000	Dividends $201 - $1,000
Pimco All Asset Fund CL A	Mutual Funds	Joint	$50,001 - $100,000	Dividends $2,501 - $5,000
RMA Tax Free Fund Inc. - UBS Financial Services Inc	Mutual Funds	Joint	$15,001 - $50,000	Dividends/Capital Gains $0 - $1
Royce Special Equity FD	Mutual Funds	Joint	$50,001 - $100,000	Dividends/Capital Gains $2,501 - $5,000
State of Ohio Deferred Comp Pension Plan Ohio, US	Retirement & Pension	Joint	$100,001 - $250,000	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).