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

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Annual financial disclosure for 2009, filed May 7, 2009. Includes 41 assets.

Year:

2013 2012 2011 2010 2009 2008

Est. Net Worth

$1.2M

2009 annual disclosure

Total Assets

$750K - $1.7M

41 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

Stocks$567K (26)

Bank & Cash$366K (5)

Retirement & Pension$249K (5)

Mutual Funds$57K (4)

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 (41)

Asset	Type	Owner	Value	Income
Smith-Barney IRA	Retirement & Pension	Self	$1,001 - $15,000	None
Fidelity Value Fund	Mutual Funds	Self	$1,001 - $15,000	None
Fidelity Fund IRA	Retirement & Pension	Self	$1,001 - $15,000	None
Smith-Barney IRA - Income Fund of America	Mutual Funds	Self	$15,001 - $50,000	None
BB&T Stock(BBT)	Stocks	Self	$50,001 - $100,000	Dividends $2,501 - $5,000
State of TN Pension Fund	Retirement & Pension	Self	$1,001 - $15,000	None
Smith-Barney MM	Bank & Cash	Self	$1,001 - $15,000	Interest $1 - $200
Congressional Credit Union Checking & Savings	Bank & Cash	Self	$50,001 - $100,000	Interest $1,001 - $2,500
BB&T Stock(TFC)	Stocks	Self	$100,001 - $250,000	Dividends $2,501 - $5,000
Toronto Dominion Stock(TD)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Gap Inc. Stock(GPS)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Home Depot Stock(HD)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Citigroup Capital VIII Stock	Stocks	Self	$15,001 - $50,000	Dividends $1,001 - $2,500
Exxon Stock(XOM)	Stocks	Self	N/A	Capital Gains $15,001 - $50,000
Southern Company Stock(SO)	Stocks	Self	$15,001 - $50,000	Dividends $1,001 - $2,500
BankEast Corp. Stock	Stocks	Self	$50,001 - $100,000	None
Citibank So. Dakota South Dakota, US	Bank & Cash	Self	$15,001 - $50,000	Interest $201 - $1,000
MLP IRA	Retirement & Pension	Self	$50,000 - $50,000	Interest $201 - $1,000
Bank of Baroda-NY CD New York, US	Bank & Cash	Self	N/A	Interest
Lowes Companies Stock(LOW)	Stocks	Self	$1,001 - $15,000	None
AT&T Stock(T)	Stocks	Self	$1,001 - $15,000	None
Pfizer Inc. Stock(PFE)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
IRA	Retirement & Pension	Self	$100,001 - $250,000	Interest $2,501 - $5,000
BankEast CD	Bank & Cash	Self	$250,000 - $250,000	Interest $2,501 - $5,000
Coca-Cola - Stock(KO)	Stocks	Self	$15,001 - $50,000	Dividends $201 - $1,000
Nuveen Multi Mkt Tr. III Mutual Fund	Mutual Funds	Self	$1,001 - $15,000	Dividends $201 - $1,000
Knox County TN Hlth Bonds Knox County, TN, US	Gov. Securities	Self	N/A	Interest $1 - $200
ALCOA Inc. - Stock(AA)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Boeing Company - Stock(BA)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Fairholme Funds Inc. Mutual Funds	Mutual Funds	Self	$1,001 - $15,000	Dividends $1 - $200
First Horizon Nat. - Stock(FHN)	Stocks	Self	N/A	Capital Gains $1,001 - $2,500
Host Hotels & Resorts - Stock(HST)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
International Paper Co - Stock(IP)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Manitowoc Company, Inc. - Stock(MTW)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Oshkosh Corp - Stock(OSK)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Altria Group, Inc. - Stock(MO)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Northrop Grumman Corp - Stock(NOC)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Permian Basin Royalty Trust(PBT)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Philip Morris International Inc.(PM)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
J.M. Smucker Co.(SJM)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Walgreen Company(WBA)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200

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).