Joyce Beatty Net Worth & Financial Disclosure

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Annual financial disclosure for 2011, filed January 6, 2012. Includes 31 assets.

Year:

2013 2011

Est. Net Worth

$1.1M

2011 annual disclosure

Total Assets

$594K - $1.5M

31 assets

Total Liabilities

0 liabilities

Total Trades

From PTR filings

Trade Volume

$41K

Midpoint of disclosed ranges

Net Worth Over Time

Show data table

Period	Est. net worth
2011	$1.1M
2011	$3.8M
2013	$1.1M

Assets by Category

Mutual Funds$250K (4)

Stocks$205K (14)

Other$183K (2)

Retirement & Pension$175K (1)

Bank & Cash$89K (5)

Gov. Securities$75K (1)

LLC / Partnership$75K (1)

Real Estate$0 (3)

Top Stock Holdings (from trades)

Dell Technologies Inc.DELL

$33K

Attis Industries IncATIS

$8K

All Assets (31)

Asset	Type	Owner	Value	Income
US Saving Bonds	Gov. Securities	Self	$50,001 - $100,000	Interest $201 - $1,000
F&M Trust (Savings)	Bank & Cash	Self	$15,001 - $50,000	Interest $1 - $200
F&M Trust (Suspense Account)	Bank & Cash	Self	$1,001 - $15,000	None
Ohio Credit Union	Bank & Cash	Self	$15,001 - $50,000	Interest $1 - $200
Nuveen FD (Income)	Mutual Funds	Self	$50,001 - $100,000	Dividends/Capital Gains $1,001 - $2,500
JP Morgan Chase (Savings)	Bank & Cash	Self	$1,001 - $15,000	Interest $1 - $200
Carolina Health Inc	Stocks	Self	N/A	Dividends
CareFusion Corp Com(CFN)	Stocks	Self	N/A	Dividends
Red Hat Inc(RHT)	Stocks	Self	N/A	Dividends
Anderson Griggs Bank	Stocks	Self	N/A	Interest
Hughes	Stocks	Self	N/A	Dividends
Fifth Third System(FITB)	Stocks	Self	N/A	Dividends
Huntington Bancshares Inc(HBAN)	Stocks	Self	N/A	Dividends
Berkshire Hathaway Inc(BRK.B)	Stocks	Self	N/A	Dividends
Microsoft Corp(MSFT)	Stocks	Self	N/A	Dividends
NASDAQ Premium Fund	Mutual Funds	Self	N/A	Capital Gains
Income & Growth Fund	Mutual Funds	Self	N/A	Capital Gains
16-20 E Broad St Columbus, OH, US	Real Estate	Self	N/A	Rent
443 Parkwood Ln Columbus, OH, US	Real Estate	Self	N/A	None
229-241 S High St Columbus, OH, US	Real Estate	Self	N/A	Rent
Wolverine Cheese	LLC / Partnership	Self	$50,001 - $100,000	Dividends
Source Capital(SOR)	Mutual Funds	Self	$100,001 - $250,000	Dividends
Southern Company(SO)	Stocks	Self	$15,001 - $50,000	Dividends
Fifth Third Bancorp(FITB)	Stocks	Self	$15,001 - $50,000	Dividends
PNC Financial Services(PNC)	Stocks	Self	$50,001 - $100,000	Dividends
KeyCorp(KEY)	Stocks	Self	$15,001 - $50,000	Dividends
Columbus Municipal Credit Union	Bank & Cash	Self	$1,001 - $15,000	Interest
JPMorgan Chase & Co.(JPM)	Stocks	Self	$15,001 - $50,000	Dividends
IRA - Fifth Third	Retirement & Pension	Self	$100,001 - $250,000	Interest
Personal Loan to Beth George	Other	Self	$1,001 - $15,000	Interest
Prudential HELOC Note	Other	Self	$100,001 - $250,000	Interest

Trading Sector Allocation (from PTR trades)

Technology$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).