JOHN S. TANNER

JOHN S. TANNER Net Worth & Financial Disclosure

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Annual financial disclosure for 2008, filed May 15, 2008. Includes 45 assets.

Est. Net Worth
$3.1M
2008 annual disclosure
Total Assets
$1.8M - $4.4M
45 assets
Total Liabilities
$0
0 liabilities
Total Trades
78
From PTR filings
Trade Volume
$1.1M
Midpoint of disclosed ranges

Net Worth Over Time

Show data table
PeriodEst. net worth
2008$3.1M
2009$1.2M
2010$1.2M
2010$1.7M
2010$4.2M

Assets by Category

Stocks$1.8M (17)
Mutual Funds$571K (17)
Real Estate$350K (2)
Bank & Cash$176K (2)
LLC / Partnership$175K (1)
Gov. Securities$65K (5)
Retirement & Pension$33K (1)

Top Stock Holdings (from trades)

All Assets (45)

AssetValue
Westan Inc. Stock
Union City, TN, US
$500,001 - $1,000,000
Trustmark L.P. Stock
Union City, TN, US
$500,001 - $1,000,000
Commercial Bank Account
Union City, TN, US
$100,001 - $250,000
Fed Home Loan Bond
$15,001 - $50,000
American International Fund
$15,001 - $50,000
MCMillan International Fund
$15,001 - $50,000
Citizens Gas Utility
$15,001 - $50,000
$15,001 - $50,000
BlackRock Muni Cap
$15,001 - $50,000
Capital Income Builder
$15,001 - $50,000
Capital World Growth
$15,001 - $50,000
American Mutual Fund
$15,001 - $50,000
Dreyfus Growth & Income (NYLCX Mutual Fund)
$15,001 - $50,000
Columbia Dividend Income (Mutual Fund)
$15,001 - $50,000
Oppenheimer Mutual Investment Funds
$15,001 - $50,000
New Perspective (American Fund)
$15,001 - $50,000
New World Fund (American Fund)
$15,001 - $50,000
AMCAP Mutual Fund
$15,001 - $50,000
Smallcap Mutual Fund (SCWCX)
$15,001 - $50,000
Agere Systems - A
$1,001 - $15,000
Agere Systems - B
$1,001 - $15,000
$1,001 - $15,000
$1,001 - $15,000
$1,001 - $15,000
$1,001 - $15,000
$1,001 - $15,000
$1,001 - $15,000
$1,001 - $15,000
$1,001 - $15,000
$1,001 - $15,000
Ports Family Estate
Tennessee, US
$100,001 - $250,000
Real Property - County, TN
Tennessee, US
$100,001 - $250,000
Real Property - Hawkins County, TN
Hawkins County, TN, US
$100,001 - $250,000
Energy QP Bond
$1,001 - $15,000
Hawkins County QP Bond
Hawkins County, TN, US
$1,001 - $15,000
Tennessee Government 2004 Bond
Tennessee, US
$1,001 - $15,000
Federal Home Loan Bond
$1,001 - $15,000
PIMCO Commodities (Perp Instl Fund)
$1,001 - $15,000
$15,001 - $50,000
$50,001 - $100,000
American Funds - IRA
$15,001 - $50,000
Fidelity Low Priced Stock Fund
$50,001 - $100,000
BlackRock Equity Dividend
$15,001 - $50,000
BlackRock Money Market
$1 - $1,000
BlackRock Equity Dividend Fund
$15,001 - $50,000

Trading Sector Allocation (from PTR trades)

Consumer Defensive$57K
Industrials$16K
Financial Services$8K
Technology$113K
Consumer Cyclical$8K
Healthcare$33K
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).
JOHN S. TANNER Net Worth & Financial Disclosure 2008: Assets & Portfolio | Congress Stock Tracker