John J. Duncan, Jr. Net Worth & Financial Disclosure

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Annual financial disclosure for 2008, filed May 13, 2008. Includes 30 assets.

Year:

2013 2012 2011 2010 2009 2008

Est. Net Worth

$447K

2008 annual disclosure

Total Assets

$248K - $645K

30 assets

Total Liabilities

0 liabilities

Total Trades

From PTR filings

Trade Volume

$3.8M

Midpoint of disclosed ranges

Net Worth Over Time

Show data table

Period	Est. net worth
2008	$447K
2009	$1.2M
2010	$465K
2011	$557K
2012	$563K
2013	$608K

Assets by Category

Bank & Cash$175K (4)

Mutual Funds$173K (4)

Retirement & Pension$75K (3)

Stocks$24K (17)

Other$0 (1)

Gov. Securities$0 (1)

Top Stock Holdings (from trades)

BT Group plc American depositaryBT

$3M

Permian Basin Royalty TrustPBT

$41K

Hilliard Lyons - IRA Good Govt Fund / Alcoa Inc. - StockAA

$33K

Lowe's Companies, Inc.LOW

$33K

Coca-Cola StockKO

$33K

J.M. Smucker Company - StockSJM

$16K

First Horizon National Corp. StockFHN

$16K

Walgreen Company - StockWBA

$8K

All Assets (30)

Asset	Type	Owner	Value	Income
Mag Cap Stock	Mutual Funds	Self	$50,001 - $100,000	Dividends $1,001 - $2,500
Bank of Jackson NA Accounts	Bank & Cash	Self	$100,001 - $250,000	Interest $201 - $1,000
Fidelity Value Fund	Mutual Funds	Self	$15,001 - $50,000	Dividends $201 - $1,000
Fidelity Magellan	Mutual Funds	Self	$15,001 - $50,000	Dividends $201 - $1,000
Fidelity Fund IRA	Retirement & Pension	Self	$50,001 - $100,000	Dividends $1,001 - $2,500
Income Fund of America	Mutual Funds	Self	$15,001 - $50,000	Dividends $201 - $1,000
Security Twn	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
B&T Stock	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Cracker Barrel Old Country Store Stock(CBRL)	Stocks	DC	$1,001 - $15,000	Dividends $1 - $200
State of TN Pension Fund Tennessee, US	Retirement & Pension	Self	N/A	None
Smith-Barney/Citibank MM	Bank & Cash	Self	N/A	Interest
Congressional CU-Check	Bank & Cash	Self	N/A	Interest
Paine Webber	Other	Self	N/A	None
Bank North - Stock	Stocks	Self	N/A	Dividends
Toronto Dominion - Stock(TD)	Stocks	Self	N/A	Dividends
Bankers Trust	Stocks	Self	N/A	Dividends
Home Depot - Stock(HD)	Stocks	Self	N/A	Dividends
Goldman Sachs VIII - Stock(GS)	Stocks	Self	N/A	Dividends
Exxon - Stock(XOM)	Stocks	Self	N/A	Dividends
Southern Company - Stock(SO)	Stocks	Self	N/A	Dividends
Citigroup - Stock(C)	Stocks	Self	N/A	Dividends
BankEast Corp. - Stock	Stocks	Self	N/A	Dividends
Citibank So. Dakota - IRA South Dakota, US	Retirement & Pension	Self	N/A	Interest
IBM - Stock(IBM)	Stocks	Self	N/A	Dividends
Lowes Companies - Stock(LOW)	Stocks	Self	N/A	Dividends
General Electric - Stock(GE)	Stocks	Self	N/A	Dividends
BankEast - CD	Bank & Cash	Self	N/A	Interest
Coca-Cola Co. - Stock(KO)	Stocks	Self	N/A	Dividends
Bell South - Stock	Stocks	Self	N/A	Dividends
Knox Co. - Tis Hill Bonds	Gov. Securities	Self	N/A	Interest

Trading Sector Allocation (from PTR trades)

Basic Materials$41K

Consumer Defensive$16K

Healthcare$8K

Financial Services$16K

Real Estate$16K

Consumer Cyclical$41K

Utilities$8K

Manufacturing$33K

Industrials$16K

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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).