John A. Yarmuth Net Worth & Financial Disclosure

house

Annual financial disclosure for 2013, filed May 14, 2013. Includes 48 assets and 3 liabilities.

Year:

2013 2012 2011 2010 2009 2008

Est. Net Worth

$17.4M

2013 annual disclosure

Total Assets

$6.7M - $32M

48 assets

Total Liabilities

$1.3M - $2.5M

3 liabilities

Total Trades

520

From PTR filings

Trade Volume

$7.7M

Midpoint of disclosed ranges

Net Worth Over Time

Show data table

Period	Est. net worth
2008	$21.3M
2008	$6.4M
2009	$21.6M
2010	$4.5M
2010	$24.4M
2011	$9.3M
2012	$20.1M
2013	$17.5M
2013	$17.4M

Assets by Category

LLC / Partnership$15M (1)

Stocks$3.3M (32)

Bank & Cash$258K (3)

Mutual Funds$256K (6)

Other$175K (2)

Real Estate$175K (1)

ETFs$108K (2)

Insurance$75K (1)

Top Stock Holdings (from trades)

LHC Group, Inc.LHCG

$1.5M

Almost Family Inc.AFAM

$1.3M

BB&T Corp.BBT

$350K

General Electric Co.GE

$138K

Ford Motor CompanyF

$98K

Cisco Systems, Inc.CSCO

$81K

Ford MotorF

$65K

Berkshire hathaway Inc. NewBRK.B

$65K

Citigroup Inc.C

$64K

All Assets (48)

Asset	Type	Owner	Value	Income
Almost Family(AFAM)	Stocks	Self	$1,000,001 - $5,000,000	Dividends/Capital Gains $100,001 - $1,000,000
BBT(BBT)	Stocks	Self	$15,001 - $50,000	Dividends/Capital Gains $100,001 - $1,000,000
Northwestern Mutual Annuity	Other	Self	$100,001 - $250,000	None
Penn Mutual Insurance policy	Insurance	Self	$50,001 - $100,000	None
PNC Checking account	Bank & Cash	Self	$1,001 - $15,000	Interest $1 - $200
Fifth Third Bank Checking account	Bank & Cash	Self	$100,001 - $250,000	Interest $1,001 - $2,500
Republic Bank checking account	Bank & Cash	Self	$50,001 - $100,000	Interest $1,001 - $2,500
Rental property Doohag, Ireland	Real Estate	Self	$100,001 - $250,000	Rent $5,001 - $15,000
Samuel Klein Trust	Other	Self	N/A	Excepted $5,001 - $15,000
Sonny's Barbeque Orlando, FL, US	LLC / Partnership	Self	$5,000,001 - $25,000,000	Other royalties and income $1,000,001 - $5,000,000
Federated Treasury Obligations Fund Institutional Shares	Mutual Funds	Self	$15,001 - $50,000	Interest $1 - $200
Oppenheimer International Bond Fund	Mutual Funds	Self	$15,001 - $50,000	Interest $201 - $1,000
T Rowe High Yield Fund	Mutual Funds	Self	$50,001 - $100,000	Interest $5,001 - $15,000
Pimco Real Return Fund	Mutual Funds	Self	$1,001 - $15,000	Interest $1 - $200
Ecolab Inc.(ECL)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Praxair Inc.(PX)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Caterpillar Inc.(CAT)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Deere & Co.(DE)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
General Electric Co.(GE)	Stocks	Spouse	$1,001 - $15,000	Dividends/Capital Gains $15,001 - $50,000
Honeywell International Inc.(HON)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
United Technologies Corp.(UTX)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Home Depot Inc.(HD)	Stocks	Self	$1,001 - $15,000	Dividends/Capital Gains $201 - $1,000
McDonalds Corp.(MCD)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Starbucks Corp.(SBUX)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
TJX Cos. Inc.(TJX)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
YUM! Brands Inc.(YUM)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Coca Cola Co.(KO)	Stocks	Self	$1,001 - $15,000	Dividends $1,001 - $2,500
Pepsico Inc.(PEP)	Stocks	Self	$1,001 - $15,000	Dividends $201 - $1,000
Proctor & Gamble(PG)	Stocks	Self	$1,001 - $15,000	Dividends $201 - $1,000
Walgreen Co.(WAG)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Energy Select Sector SPDR(XLE)	ETFs	Self	$50,001 - $100,000	Dividends $201 - $1,000
Health Care Select Sector SPDR(XLV)	ETFs	Self	$15,001 - $50,000	Dividends $201 - $1,000
American Express Co.(AXP)	Stocks	Self	$1,001 - $15,000	Dividends $201 - $1,000
Automatic Data Processing Inc.(ADP)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Berkshire Hathaway Inc. CL B(BRK.B)	Stocks	Self	$1,001 - $15,000	None
CHUBB Corp.(CB)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Citigroup Inc.(C)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
JP Morgan Chase & Co.(JPM)	Stocks	Self	$1,001 - $15,000	Dividends $201 - $1,000
US Bancorp(USB)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
AT&T Inc.(T)	Stocks	Self	$1,001 - $15,000	Dividends $201 - $1,000
Apple Inc.(AAPL)	Stocks	Self	$1,001 - $15,000	Dividends $201 - $1,000
Intel Corp.(INTC)	Stocks	Self	$1,001 - $15,000	Dividends $201 - $1,000
IBM Corp.(IBM)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Microsoft Corp.(MSFT)	Stocks	Self	$1,001 - $15,000	Dividends $201 - $1,000
Accenture PLC Class A(ACN)	Stocks	Self	$1,001 - $15,000	Dividends $201 - $1,000
NextEra Energy Inc.(NEE)	Stocks	Self	$1,001 - $15,000	Dividends $201 - $1,000
Touchstone Small Cap Core Fund	Mutual Funds	Self	$15,001 - $50,000	Dividends $1,001 - $2,500
Europacific Growth Fund	Mutual Funds	Self	$50,001 - $100,000	Dividends $1,001 - $2,500

Liabilities (3)

Creditor	Type	Amount	Rate	Term
Ulster Bank of Scotland	mortgage	$500,001 - $1,000,000	—	—
Fifth Third Bank	mortgage	$250,001 - $500,000	—	—
Fifth Third Bank	other	$500,001 - $1,000,000	—	—

Trading Sector Allocation (from PTR trades)

Consumer Cyclical$691K

Industrials$635K

Technology$393K

Financial Services$847K

Utilities$88K

Consumer Defensive$265K

Basic Materials$176K

Insurance$56K

Manufacturing$56K

Communication Services$225K

Healthcare$3.1M

Energy$193K

Real Estate$120K

Services$56K

Banking$32K

Retail Trade$24K

John A. Yarmuth trades Wealthiest members Most active traders KY 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).