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

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Annual financial disclosure for 2010, filed May 17, 2010. Includes 35 assets.

Year:

2013 2012 2011 2010 2009 2008

Est. Net Worth

$465K

2010 annual disclosure

Total Assets

$205K - $725K

35 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$287K (22)

Bank & Cash$65K (2)

Retirement & Pension$65K (6)

Mutual Funds$49K (5)

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 (35)

Asset	Type	Owner	Value	Income
S.B. Hilliard Lyons IRA	Retirement & Pension	Self	$1,001 - $15,000	Dividends $1 - $200
S.B. Hilliard Lyons Fidelity Value Fund	Mutual Funds	Self	$1,001 - $15,000	Dividends $1 - $200
S.B. Hilliard Lyons IRA - Fidelity	Retirement & Pension	Self	$1,001 - $15,000	Dividends $1 - $200
S.B. Hilliard Lyons IRA - Income Fund of America	Mutual Funds	Self	$15,001 - $50,000	Dividends/Capital Gains $1,001 - $2,500
BB&T Stock(BBT)	Stocks	Self	$50,001 - $100,000	Dividends $1,001 - $2,500
State of TN Pension Fund	Retirement & Pension	Self	$1,001 - $15,000	None
Sears Roebuck & Co. - MM Good Gov. Fund	Mutual Funds	Self	$1,001 - $15,000	Interest $1 - $200
Congressional Credit Union Checking & Savings	Bank & Cash	Self	$15,001 - $50,000	Interest $201 - $1,000
BB&T Stock(TFC)	Stocks	Self	$50,001 - $100,000	Dividends $2,501 - $5,000
Toronto Dominion Stock(TD)	Stocks	Self	N/A	Capital Gains $2,501 - $5,000
Pfizer Inc. - Stock (IRA)(PFE)	Retirement & Pension	Self	$1,001 - $15,000	Dividends $1 - $200
Home Depot Stock(HD)	Stocks	Self	N/A	None
Citigroup Capital VIII Stock(C)	Stocks	Self	$15,001 - $50,000	Dividends $1,001 - $2,500
Southern Company Stock(SO)	Stocks	Self	N/A	Capital Gains $5,001 - $15,000
BankEast Corp. Stock	Stocks	Self	$15,001 - $50,000	None
Citibank So. Dakota MM-IRA	Retirement & Pension	Self	N/A	Interest $1 - $200
BankEast CD	Bank & Cash	Spouse	$15,001 - $50,000	Interest $1,001 - $2,500
Gap Inc. Stock(GPS)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
International Paper Co. Stock(IP)	Stocks	Self	N/A	None
Walgreen Company Stock(WBA)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
J.M. Smucker Co. Stock(SJM)	Stocks	Self	N/A	Capital Gains $1,001 - $2,500
Philip Morris International Inc.(PM)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Permian Basin Royalty Trust(PBT)	Stocks	Self	$1,001 - $15,000	Dividends $201 - $1,000
Northrop Grumman Corp.(NOC)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Altria Group, Inc.(MO)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Lowe's Companies, Inc.(LOW)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Manitowoc Company, Inc.(MTW)	Stocks	Self	N/A	Capital Gains $201 - $1,000
Host Hotels & Resorts, Inc.(HST)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Fairholme Funds Inc.	Mutual Funds	Self	N/A	None
Boeing Company(BA)	Stocks	Self	$1,001 - $15,000	Dividends $201 - $1,000
ALCOA Inc.(AA)	Stocks	Self	N/A	Capital Gains $1,001 - $2,500
Nuveen Multi Str Tr III	Mutual Funds	Self	N/A	Capital Gains $201 - $1,000
Coca-Cola(KO)	Stocks	Self	N/A	Capital Gains $1,001 - $2,500
Oshkosh Corp.(OSK)	Stocks	Self	N/A	Capital Gains $5,001 - $15,000
Hilliard Lyons IRA - Good Govt Fund	Retirement & Pension	Self	$15,001 - $50,000	Interest $201 - $1,000

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).