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

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Annual financial disclosure for 2012, filed May 9, 2012. Includes 24 assets.

Year:

2013 2012 2011 2010 2009 2008

Est. Net Worth

$563K

2012 annual disclosure

Total Assets

$261K - $865K

24 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$212K (13)

Mutual Funds$148K (4)

Retirement & Pension$138K (5)

Bank & Cash$65K (2)

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 (24)

Asset	Type	Owner	Value	Income
Hilliard Lyons-IRA	Retirement & Pension	Self	$15,001 - $50,000	Dividends $201 - $1,000
Fidelity Value Fund	Mutual Funds	Self	$50,001 - $100,000	Dividends $1 - $200
Fidelity Fund Inc.	Mutual Funds	Self	$15,001 - $50,000	Dividends $1 - $200
Hilliard Lyons-IRA	Retirement & Pension	Self	$15,001 - $50,000	Dividends $201 - $1,000
Hilliard Lyons of America	Mutual Funds	Self	$15,001 - $50,000	Dividends $1,001 - $2,500
Hilliard Lyons-IRA BB&T Stock(BBT)	Stocks	Self	$15,001 - $50,000	Dividends $1 - $200
State of TN Pension Fund	Retirement & Pension	Self	$15,001 - $50,000	Dividends $1 - $200
Hilliard Lyons-MM Federated Govt. Fund	Mutual Funds	Self	$1,001 - $15,000	Interest $1 - $200
Congressional Credit Union Checking and Savings	Bank & Cash	Self	$15,001 - $50,000	Interest $1 - $200
BB&T Stock(TFC)	Stocks	Self	$50,001 - $100,000	Dividends $1,001 - $2,500
Pfizer Inc. Stock IRA(PFE)	Retirement & Pension	Self	$1,001 - $15,000	Dividends $1 - $200
Citigroup Capital VIII Stock(C)	Stocks	Self	$15,001 - $50,000	Interest $1,001 - $2,500
BankEast Corp. Stock	Stocks	Self	$1,001 - $15,000	None
BankEast CD	Bank & Cash	Self	$15,001 - $50,000	Interest $1 - $200
Gap Inc. Stock(GPS)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Walgreen Company Stock(WBA)	Stocks	Self	$1,001 - $15,000	Dividends $201 - $1,000
Philip Morris Intl. Inc. Stock(PM)	Stocks	Self	$1,001 - $15,000	Dividends $201 - $1,000
Permian Basin Royalty Trust(PBT)	Stocks	Self	$1,001 - $15,000	Dividends $201 - $1,000
Northrop Grumman Corp. Stock(NOC)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Altria Group, Inc. Stock(MO)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Lowes Companies Stock(LOW)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Host Hotels & Resorts Stock(HST)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Boeing Company Stock(BA)	Stocks	Self	N/A	Capital Gains $1,001 - $2,500
Hilliard Lyons IRA Federated Govt. Fund MM	Retirement & Pension	Self	$15,001 - $50,000	Interest $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).