Joyce Beatty Net Worth & Financial Disclosure

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Annual financial disclosure for 2013, filed May 15, 2013. Includes 34 assets.

Year:

2013 2011

Est. Net Worth

$1.1M

2013 annual disclosure

Total Assets

$698K - $1.6M

34 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

Other$550K (3)

Stocks$315K (19)

Gov. Securities$108K (2)

Bank & Cash$99K (4)

Retirement & Pension$75K (1)

ETFs$0 (1)

Real Estate$0 (2)

Mutual Funds$0 (2)

Top Stock Holdings (from trades)

Dell Technologies Inc.DELL

$33K

Attis Industries IncATIS

$8K

All Assets (34)

Asset	Type	Owner	Value	Income
US Saving Bonds	Gov. Securities	Self	$15,001 - $50,000	Interest $201 - $1,000
Fifth Third Savings	Bank & Cash	Self	$1,001 - $15,000	Interest $1 - $200
Ohio Credit Union	Bank & Cash	Self	$1,001 - $15,000	Interest $1 - $200
Continental Credit Union	Bank & Cash	Self	$1,001 - $15,000	Interest $1 - $200
JPMorgan Chase	Bank & Cash	Self	$50,001 - $100,000	Interest $2,501 - $5,000
American Express Co(AXP)	Stocks	Self	N/A	Dividends
Cardinal Health Inc(CAH)	Stocks	Self	N/A	Dividends
Ferguson N.V.(FERG)	Stocks	Self	N/A	Dividends
FactSet Inc Com(FDS)	Stocks	Self	N/A	Dividends
FedEx Corp(FDX)	Stocks	Self	N/A	Dividends
Freeport-McMoRan(FCX)	Stocks	Self	N/A	Dividends
Johnson & Johnson(JNJ)	Stocks	Self	N/A	Dividends
iShares MSCI Singapore ETF(EWS)	ETFs	Self	N/A	Dividends
JPMorgan Chase & Co(JPM)	Stocks	Self	N/A	Dividends
Nike Inc Cl B(NKE)	Stocks	Self	N/A	Dividends
Norfolk Southern(NSC)	Stocks	Self	N/A	Dividends
NVIDIA Corp(NVDA)	Stocks	Self	N/A	Dividends
NRG Energy Inc(NRG)	Stocks	Self	N/A	Dividends
NextEra Energy(NEE)	Stocks	Self	N/A	Dividends
L3Harris Technologies Inc(LHX)	Stocks	Self	N/A	Dividends
Lowe's Cos Inc(LOW)	Stocks	Self	N/A	Dividends
4933-34 S. Highest Ct	Real Estate	Self	N/A	Rent
2926 E 81st Street Apt	Real Estate	Self	N/A	Rent
Vanguard Value	Mutual Funds	Self	N/A	Dividends
Vanguard Growth	Mutual Funds	Self	N/A	Dividends
State Capital	Other	Self	N/A	None
Southern Company(SO)	Stocks	Self	$15,001 - $50,000	Dividends $201 - $1,000
Fifth Third Bank(FITB)	Stocks	Self	$15,001 - $50,000	Dividends $201 - $1,000
Duke Power(DUK)	Stocks	Self	$50,001 - $100,000	Dividends $1,001 - $2,500
Columbia Municipal Credit	Gov. Securities	Self	$50,001 - $100,000	Interest $1,001 - $2,500
Amazon(AMZN)	Stocks	Self	$100,001 - $250,000	Capital Gains $2,501 - $5,000
Personal loan to Beatty Holdings	Other	Self	$250,001 - $500,000	Interest $15,001 - $50,000
Mortgage from Eric Chalmers	Other	Self	$100,001 - $250,000	Interest $5,001 - $15,000
Jared D. Rothschild Fund	Retirement & Pension	Self	$50,001 - $100,000	Other $1,001 - $2,500

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).