John Kline Net Worth & Financial Disclosure

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Annual financial disclosure for 2012, filed May 15, 2012. Includes 15 assets and 3 liabilities.

Year:

2013 2012 2011 2010 2009 2008

Est. Net Worth

$97K

2012 annual disclosure

Total Assets

$263K - $695K

15 assets

Total Liabilities

$215K - $550K

3 liabilities

Total Trades

From PTR filings

Trade Volume

$57K

Midpoint of disclosed ranges

Net Worth Over Time

Show data table

Period	Est. net worth
2008	$546K
2009	$56K
2010	$889K
2011	$471K
2012	$97K
2013	-$742K

Assets by Category

Other$215K (4)

Real Estate$175K (1)

Mutual Funds$49K (8)

Bank & Cash$33K (1)

Stocks$8K (1)

Top Stock Holdings (from trades)

Walgreens Boots AllianceWBA

$33K

All Assets (15)

Asset	Type	Owner	Value	Income
JPL Insured Cash Account	Bank & Cash	Joint	$15,001 - $50,000	Interest $1 - $200
Dodge & Cox International	Mutual Funds	Joint	N/A	Dividends $201 - $1,000
Franklin Value	Mutual Funds	Joint	N/A	Dividends $1 - $200
Third Avenue Value	Mutual Funds	Joint	N/A	Dividends $1 - $200
Standard & Poor's 500	Mutual Funds	Joint	N/A	None
Growth Fund of America	Mutual Funds	Spouse	$1,001 - $15,000	None
Jackson National Annuity (A)	Other	Spouse	$50,001 - $100,000	Tax Deferred/None
Jackson National Annuity (B)	Other	Spouse	$50,001 - $100,000	Tax Deferred
Ameriprise Annuity	Other	Spouse	$15,001 - $50,000	None
Wells Fargo Advantage Special Opportunities Fund	Mutual Funds	Spouse	N/A	Tax Deferred
Sheldon Family Farms Houston, MN, US	Real Estate	Spouse	$100,001 - $250,000	Rent $201 - $1,000
ING Russia	Mutual Funds	Joint	$1,001 - $15,000	None
Jackson National Annuity Fixed Account	Other	Joint	$15,001 - $50,000	Tax Deferred
Hartford Floating Rate	Mutual Funds	Joint	$15,001 - $50,000	Dividends $201 - $1,000
Garfield Inc.	Stocks	Joint	$1,001 - $15,000	None

Liabilities (3)

Creditor	Type	Amount	Rate	Term
USAA Mortgage Service Center	mortgage	$100,001 - $250,000	—	—
USAA Mortgage Service Center	mortgage	$100,001 - $250,000	—	—
USAA Home Equity Loan	personal loan	$15,001 - $50,000	—	—

Trading Sector Allocation (from PTR trades)

Healthcare$33K

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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).