Jon Runyan Net Worth & Financial Disclosure

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Annual financial disclosure for 2011, filed July 18, 2011. Includes 17 assets and 3 liabilities.

Year:

2013 2012 2011

Est. Net Worth

$2.6M

2011 annual disclosure

Total Assets

$1.8M - $4.1M

17 assets

Total Liabilities

$200K - $450K

3 liabilities

Total Trades

From PTR filings

Trade Volume

$1.5M

Midpoint of disclosed ranges

Net Worth Over Time

Show data table

Period	Est. net worth
2011	$2.6M
2011	-$525K
2012	$10.9M
2012	$16.6M
2013	$9.5M

Assets by Category

Other$1.2M (4)

Mutual Funds$700K (4)

Bank & Cash$383K (3)

LLC / Partnership$375K (1)

Gov. Securities$175K (1)

Stocks$75K (1)

Retirement & Pension$49K (3)

Top Stock Holdings (from trades)

iShares Trust Russell 1000IWB

$175K

All Assets (17)

Asset	Type	Owner	Value	Income
Schwab Bank	Bank & Cash	Self	$100,001 - $250,000	Interest $1,001 - $2,500
Jones Advantage	Mutual Funds	Self	$100,001 - $250,000	Dividends $1,001 - $2,500
Loomis Advantage	Mutual Funds	Self	$100,001 - $250,000	Dividends $1,001 - $2,500
Loomis Advantage	Mutual Funds	Self	$100,001 - $250,000	Capital Gains $1,001 - $2,500
Idaho Annuity	Other	Self	$100,001 - $250,000	Interest $1,001 - $2,500
Legacy Advantage	Mutual Funds	Self	$100,001 - $250,000	Dividends $15,001 - $50,000
UBS Acct II	Bank & Cash	Self	$100,001 - $250,000	Capital Gains $100,001 - $1,000,000
J C Jones	Other	Self	$500,001 - $1,000,000	None
US 30 yr	Gov. Securities	Self	$100,001 - $250,000	None
Voya REIT III	Other	Self	$50,001 - $100,000	None
Charles Schwab	Bank & Cash	Self	$15,001 - $50,000	None
RR Land Trust 529	Retirement & Pension	Self	$15,001 - $50,000	None
Lennox Quest 529	Retirement & Pension	Self	$1,001 - $15,000	None
Fidelity 529	Retirement & Pension	Self	$1,001 - $15,000	None
Augusta Vision	LLC / Partnership	Self	$250,001 - $500,000	None
Jackson Annuity	Other	Self	$100,001 - $250,000	None
Safe Harbor ST	Stocks	Self	$50,001 - $100,000	None

Liabilities (3)

Creditor	Type	Amount	Rate	Term
First Bank of Wilmington, DE	mortgage	$100,001 - $250,000	—	—
MBNA	credit card	$50,001 - $100,000	—	—
Visa	credit card	$50,001 - $100,000	—	—

Trading Sector Allocation (from PTR trades)

Financial Services$175K

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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).