John A. Boehner Net Worth & Financial Disclosure

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Annual financial disclosure for 2013, filed May 15, 2013. Includes 139 assets.

Year:

2013 2012 2011 2010 2009 2008

Est. Net Worth

$5.2M

2013 annual disclosure

Total Assets

$2.9M - $7.5M

139 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$2M (54)

Stocks$1.2M (33)

Mutual Funds$1.1M (27)

Other$726K (20)

Bank & Cash$116K (3)

ETFs$41K (2)

Top Stock Holdings (from trades)

JPMorgan Chase & Co (stock)JPM

$98K

All Assets (139)

Asset	Type	Owner	Value	Income
American Funds Growth Fund of America Class F	Mutual Funds	Joint	$50,001 - $100,000	Dividends/Capital Gains $5,001 - $15,000
American Funds New World Fund Class F	Mutual Funds	Joint	$50,001 - $100,000	Dividends $1,001 - $2,500
Ariel Fund	Mutual Funds	Joint	N/A	None
Calamos Market Neutral Income Fund Class A	Mutual Funds	Joint	$15,001 - $50,000	Dividends $201 - $1,000
Columbia Acorn International Class A	Mutual Funds	Joint	N/A	None
Columbia Dividend Opportunity Fund A	Mutual Funds	Joint	$50,001 - $100,000	Dividends $2,501 - $5,000
Congressional Credit Union	Bank & Cash	Self	$50,001 - $100,000	Interest $1 - $200
Davis New York Venture FD CLA	Mutual Funds	Joint	N/A	Capital Gains $15,001 - $50,000
Fidelity Advisor Floating Rate High Income Fund Class A	Mutual Funds	Joint	$15,001 - $50,000	Dividends/Capital Gains $1,001 - $2,500
First Financial Bank, NA	Bank & Cash	Joint	$1,001 - $15,000	None
FT Virtual Global Discovery Fund Class A	Mutual Funds	Joint	$15,001 - $50,000	Capital Gains/Dividends $5,001 - $15,000
FT Templeton Foreign SM CO A	Mutual Funds	Joint	$15,001 - $50,000	None
FT-Franklin Strategic Income A	Mutual Funds	Joint	$50,001 - $100,000	Dividends/Capital Gains $2,501 - $5,000
Gateway Fund Class A	Mutual Funds	Joint	N/A	Capital Gains $201 - $1,000
Goldman Sachs Commodity Strategy Fund Class A	Mutual Funds	Joint	$15,001 - $50,000	None
Goldman Sachs Intl Opportunities Fund Investors	Mutual Funds	Joint	$50,001 - $100,000	Dividends/Capital Gains $1,001 - $2,500
ING Global Real Estate Fund Class A	Mutual Funds	Joint	$15,001 - $50,000	Dividends $1 - $200
J P Morgan Alerian MLP Index ETN (bonds and notes)	Other	Joint	$50,001 - $100,000	Tax-Deferred
IRA: Allstate Corp (stock)(ALL)	Retirement & Pension	Joint	$50,000 - $100,000	Tax-Deferred
IRA: American Funds Euro Pacific Fund Class F1 (mutual fund)	Retirement & Pension	Joint	N/A	Tax-Deferred
IRA - Ameriprise Financial Inc(AMP)	Retirement & Pension	Self	$15,001 - $50,000	None
IRA - Amgen Inc(AMGN)	Retirement & Pension	Self	$50,001 - $100,000	None
IRA - Amgen Inc NTS	Retirement & Pension	Self	$1,001 - $15,000	None
IRA - Apache Corp(APA)	Retirement & Pension	Self	$1,001 - $15,000	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 - Automatic Data Processing Inc(ADP)	Retirement & Pension	Self	$50,001 - $100,000	None
IRA - Avon Products Inc(AVP)	Retirement & Pension	Self	$15,001 - $50,000	None
IRA - Bank of Amer Corp NTS	Retirement & Pension	Self	$1,001 - $15,000	None
IRA - Bank of Nova Scotia Canada(BNS)	Retirement & Pension	Self	$50,001 - $100,000	None
IRA - BellSouth Corp(BLS)	Retirement & Pension	Self	$1,001 - $15,000	None
IRA - BHP Billiton W R Coo(BHP)	Retirement & Pension	Self	$1,001 - $15,000	None
IRA - Broadcom Corp CL A(BRCM)	Retirement & Pension	Self	$50,001 - $100,000	None
Cardinal Health Inc.(CAH)	Stocks	Self	$15,001 - $50,000	None
Chevron Corp.(CVX)	Stocks	Self	$50,001 - $100,000	None
Cisco Systems Inc.(CSCO)	Stocks	Self	$15,001 - $50,000	None
Citigroup Inc. NT/S (bonds and notes)(C)	Other	Self	$15,001 - $50,000	None
Consolidated Edison Inc. (bonds and notes)(ED)	Other	Self	$1,001 - $15,000	None
Coca-Cola Enterprises Inc.(CCE)	Stocks	Self	$15,001 - $50,000	None
Comcast Corp. New Cl A(CMCSA)	Stocks	Self	$15,001 - $50,000	None
Computer Sciences (stock)(CSC)	Stocks	Self	$50,001 - $100,000	None
Computer Sciences Corp.(CSC)	Stocks	Self	$15,001 - $50,000	None
ConocoPhillips(COP)	Stocks	Self	$15,001 - $50,000	None
Consolidated Edison Co. of NY (bonds and notes)	Other	Self	$1,001 - $15,000	None
Constellation Energy (stock)(CEG)	Stocks	Self	N/A	None
Covidien PLC(COV)	Stocks	Self	$15,001 - $50,000	None
Credit Suisse FB USA Inc. (bonds and notes)	Other	Self	$50,001 - $100,000	None
IRA: Credit Suisse Floating Rate Income Fund A	Retirement & Pension	Self	$15,001 - $50,000	None
IRA: Dell Inc (bonds and notes)(DELL)	Retirement & Pension	Self	$15,001 - $50,000	None
IRA: Devon Energy Corp (stock)(DVN)	Retirement & Pension	Self	$1,001 - $15,000	None
IRA: Diamond Offshore Drilling Inc (stock)(DO)	Retirement & Pension	Self	$50,001 - $100,000	None
IRA: Dover Corp (stock)(DOV)	Retirement & Pension	Self	$15,001 - $50,000	None
IRA: Dow Chemical Co INTNTS (bonds and notes)(DOW)	Retirement & Pension	Self	$15,001 - $50,000	None
IRA: Duke Energy Corp (bonds and notes)(DUK)	Retirement & Pension	Self	$15,001 - $50,000	None
IRA: Emerson Electric Co(EMR)	Retirement & Pension	Self	$15,001 - $50,000	None
IRA: Exxon Mobil Corp (stock)(XOM)	Retirement & Pension	Self	$15,001 - $50,000	None
IRA: FHLB	Retirement & Pension	Spouse	N/A	None
IRA: Fifth Third Bancorp (bonds and notes)(FITB)	Retirement & Pension	Self	$15,001 - $50,000	None
IRA: Forest Laboratories (stock)(FRX)	Retirement & Pension	Self	$15,001 - $50,000	None
IRA: FreeMcMoRan Copper & Gold Inc (stock)(FCX)	Retirement & Pension	Self	$50,001 - $100,000	None
IRA: GE Capital InterNotes	Retirement & Pension	Self	$15,001 - $50,000	None
IRA: NTS (bonds and notes)	Retirement & Pension	Self	$15,001 - $50,000	None
IRA: General Dynamics Corp(GD)	Stocks	Self	$15,001 - $50,000	None
IRA: General Electric Capital Corp NTS	Other	Self	$50,001 - $100,000	None
IRA: Goldman Sachs Group Inc(GS)	Stocks	Self	$1,001 - $15,000	None
IRA: Goldman Sachs Group Inc NTS	Other	Self	$1,001 - $15,000	None
IRA: Harbor International Fund	Mutual Funds	Self	$15,001 - $50,000	None
IRA: Hewlett Packard Co(HPQ)	Stocks	Self	N/A	None
IRA: Hewlett Packard Co	Other	Self	$1,001 - $15,000	None
IRA: Home Depot Inc(HD)	Stocks	Self	$15,001 - $50,000	None
IRA: Honeywell Intl Inc(HON)	Stocks	Self	$15,001 - $50,000	None
IRA: Humana Inc NTS	Other	Self	$15,001 - $50,000	None
IRA: Intel Corp(INTC)	Stocks	Self	$50,001 - $100,000	None
IRA: Intl Business Mach(IBM)	Stocks	Self	$15,001 - $50,000	None
IRA: ITT Corp(ITT)	Stocks	Self	$50,001 - $100,000	None
IRA: Johnson Controls Signature	Other	Self	$15,001 - $50,000	None
IRA, Johnson & Johnson Com(JNJ)	Stocks	Self	$15,001 - $50,000	Tax-Deferred
IRA, JPMorgan Chase & Co (bonds and notes)	Other	Self	$50,001 - $100,000	Tax-Deferred
IRA, JPMorgan Chase & Co(JPM)	Stocks	Self	$15,001 - $50,000	Tax-Deferred
IRA, Key Bank NA NTS (bonds and notes)	Other	Self	$15,001 - $50,000	Tax-Deferred
IRA, Kimberly Clark Corp(KMB)	Stocks	Self	$15,001 - $50,000	Tax-Deferred
IRA, Lincoln Nat Corp(LNC)	Stocks	Self	$15,001 - $50,000	Tax-Deferred
IRA, Lowes Corp (bonds and notes)	Other	Self	$15,001 - $50,000	Tax-Deferred
IRA, Neuberger Berman Short Duration Income Fund Class A	Mutual Funds	Self	$50,001 - $100,000	Tax-Deferred
IRA, McDonalds Corp(MCD)	Stocks	Self	$15,001 - $50,000	Tax-Deferred
IRA, MetLife Inc (bonds and notes)	Other	Self	$50,001 - $100,000	Tax-Deferred
IRA, Microsoft Corp(MSFT)	Stocks	Self	$15,001 - $50,000	Tax-Deferred
IRA, Natl City Corp NTS (bonds and notes)	Other	Self	$15,001 - $50,000	Tax-Deferred
IRA, Pfizer Pharmacia Inc (bonds and notes)	Other	Self	N/A	Tax-Deferred
IRA, NTHN TR Corp (bonds and notes)	Other	Self	$1,001 - $15,000	Tax-Deferred
IRA Occidental Petroleum Corp(OXY)	Stocks	Self	$15,001 - $50,000	Tax-Deferred
IRA Omnicom Group Inc(OMC)	Stocks	Self	$50,001 - $100,000	Tax-Deferred
IRA Omnicom Group MW(OMC)	Stocks	Self	$15,001 - $50,000	Tax-Deferred
IRA Oppenheimer Developing Markets Fund CL A	Mutual Funds	Self	$15,001 - $50,000	Tax-Deferred
IRA Oracle Corp(ORCL)	Stocks	Self	$15,001 - $50,000	Tax-Deferred
IRA Parker Hannifin Corp(PH)	Stocks	Self	$15,001 - $50,000	Tax-Deferred
IRA Pepsico Inc(PEP)	Stocks	Self	$50,001 - $100,000	Tax-Deferred
IRA Pfizer Inc(PFE)	Stocks	Self	$15,001 - $50,000	Tax-Deferred
IRA Pimco Total Return ETF(BOND)	ETFs	Self	$15,001 - $50,000	Tax-Deferred
IRA Pitney Bowes Inc(PBI)	Stocks	Self	N/A	Tax-Deferred
IRA Pitney Bowes Inc NTIS (bonds and notes)	Other	Self	$15,001 - $50,000	Tax-Deferred
IRA Power Shares QQQ NASDAQ 100 NTIS SER BKNT (bonds and notes)	Other	Self	$50,001 - $100,000	Tax-Deferred
IRA PNC Financial Services Group Inc(PNC)	Stocks	Self	$15,001 - $50,000	Tax-Deferred
IRA PPG Industries Inc (bonds and notes)	Other	Self	$1,001 - $15,000	Tax-Deferred
IRA: PPG Industries Inc(PPG)	Retirement & Pension	Self	$15,001 - $50,000	Tax-Deferred
IRA: Procter & Gamble Co(PG)	Retirement & Pension	Self	$50,001 - $100,000	Tax-Deferred
IRA: Prudential Financial Inc(PRU)	Retirement & Pension	Self	$15,001 - $50,000	Tax-Deferred
IRA: Schlumberger Ltd(SLB)	Retirement & Pension	Self	$50,001 - $100,000	Tax-Deferred
IRA: Siemens AG Spons ADR(SIEGY)	Retirement & Pension	Self	N/A	Tax-Deferred
IRA: SPDR Barclays Capital High Yield Bond ETF(JNK)	ETFs	Self	$1,001 - $15,000	Tax-Deferred
IRA: State Street Corp(STT)	Retirement & Pension	Self	$15,001 - $50,000	Tax-Deferred
IRA: Symantec Corp(SYMC)	Retirement & Pension	Self	$15,001 - $50,000	Tax-Deferred
IRA: Symantec Corp NTIS	Retirement & Pension	Self	$50,001 - $100,000	Tax-Deferred
IRA: TE Connectivity Ltd(TEL)	Retirement & Pension	Self	$15,001 - $50,000	Tax-Deferred
IRA: Teva Pharmaceuticals Ind Ltd(TEVA)	Retirement & Pension	Self	$15,001 - $50,000	Tax-Deferred
IRA: Texas Instruments(TXN)	Retirement & Pension	Self	N/A	Tax-Deferred
IRA: Travelers Cos Inc(TRV)	Retirement & Pension	Self	$15,001 - $50,000	Tax-Deferred
IRA: UBS Bank USA Deposit Account (formerly UBS Liquid Account)	Bank & Cash	Self	$15,001 - $50,000	Tax-Deferred
IRA: United Technologies Corp(UTX)	Retirement & Pension	Self	$15,001 - $50,000	Tax-Deferred
IRA, UnitedHealth Group Inc (Stock)(UNH)	Retirement & Pension	Joint	$15,001 - $50,000	Tax-Deferred
IRA, Vanguard Bond Index Fund Inc Short Term Bond ETF(BSV)	Retirement & Pension	Joint	$50,001 - $100,000	Tax-Deferred
IRA, Verizon Communications Inc (Stock)(VZ)	Retirement & Pension	Joint	$15,001 - $50,000	Tax-Deferred
IRA, Verizon Communications Inc (Stock)(VZ)	Retirement & Pension	Joint	$15,001 - $50,000	Tax-Deferred
IRA, VF Corp (Stock)(VFC)	Retirement & Pension	Joint	$50,001 - $100,000	Tax-Deferred
IRA, Wal Mart Stores Inc (Stock)(WMT)	Retirement & Pension	Joint	$15,001 - $50,000	Tax-Deferred
IRA, Wellpoint Inc (Stock)(ANTM)	Retirement & Pension	Joint	$15,001 - $50,000	Tax-Deferred
IRA, Xerox Corp (Stock)(XRX)	Retirement & Pension	Joint	N/A	Tax-Deferred
IRA, Xerox Corp NTS (Bonds and Notes)	Retirement & Pension	Joint	$1,001 - $15,000	Tax-Deferred
Tandy Small Cap Value Fund Class A	Mutual Funds	Joint	$15,001 - $50,000	Capital Gains $5,001 - $15,000
Deutsche Fixed Income Tax Free Series A Grade Bond Fund Class A	Mutual Funds	Joint	$50,001 - $100,000	Dividends/Capital Gains $1,001 - $2,500
Munder Mid-Cap Core Growth	Mutual Funds	Joint	$15,001 - $50,000	Capital Gains $5,001 - $15,000
Seligman Developing Markets Fund CLA	Mutual Funds	Joint	N/A	None
PIMCO All Asset Fund CLA	Mutual Funds	Joint	$15,001 - $50,000	Dividends $1,001 - $2,500
Pimco Low Duration Fund CL A	Mutual Funds	Joint	$15,001 - $50,000	Dividends/Capital Gains $1,001 - $2,500
RMA Tax Free Fund Inc. (UBS Financial Services Inc.)	Mutual Funds	Joint	$50,001 - $100,000	Dividends/Capital Gains $1 - $200
Royce Special Equity FD	Mutual Funds	Joint	$50,001 - $100,000	Dividends/Capital Gains $5,001 - $15,000
State of Ohio Public Retirement System Pension Plan	Retirement & Pension	Joint	$50,001 - $100,000	None
Victory Established Value Fund Class A	Mutual Funds	Joint	$15,001 - $50,000	Dividends/Capital Gains $1,001 - $2,500

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).