Judy Biggert Net Worth & Financial Disclosure

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Annual financial disclosure for 2012, filed May 15, 2012. Includes 78 assets and 2 liabilities.

Year:

2012 2011 2010 2009 2008

Est. Net Worth

$6.9M

2012 annual disclosure

Total Assets

$4.7M - $10.5M

78 assets

Total Liabilities

$500K - $1M

2 liabilities

Total Trades

139

From PTR filings

Trade Volume

$3.9M

Midpoint of disclosed ranges

Net Worth Over Time

Show data table

Period	Est. net worth
2008	$4.4M
2009	$3.7M
2010	$8.1M
2011	$6.2M
2012	$6.9M

Assets by Category

Bank & Cash$3.8M (2)

Stocks$1.4M (42)

Real Estate$750K (1)

Mutual Funds$662K (12)

LLC / Partnership$371K (14)

Retirement & Pension$283K (3)

Gov. Securities$250K (2)

ETFs$108K (2)

Top Stock Holdings (from trades)

All Assets (78)

Asset	Type	Owner	Value	Income
Abbott Labs(ABT)	Stocks	Spouse	$15,001 - $50,000	Dividends $201 - $1,000
Amphenol Corp(APH)	Stocks	Spouse	$1,001 - $15,000	Tax Deferred
Apache Corp(APA)	Stocks	Spouse	$15,001 - $50,000	Dividends $1 - $200
Bard Cr Inc(BCR)	Stocks	Spouse	$50,001 - $100,000	Tax Deferred
Berkshire Hathaway(BRK.B)	Stocks	Spouse	$15,001 - $50,000	Tax Deferred
Caterpillar Inc.(CAT)	Stocks	Spouse	$15,001 - $50,000	Tax Deferred
Chicago Investors Club Society LLC (see following 11 assets)	LLC / Partnership	Spouse	$15,001 - $50,000	Other: Capital Loss
Chicago Investors Club Society LLC	LLC / Partnership	Spouse	$50,001 - $100,000	Loss
Chicago Investors Club Society LLC - Abbott Labs	LLC / Partnership	Spouse	$1,001 - $15,000	None
Chicago Investors Club Society LLC - Chiple Inc.	LLC / Partnership	Spouse	$1,001 - $15,000	None
Chicago Investors Society LLC - Illinois Tool Works Inc	LLC / Partnership	Spouse	$1,001 - $15,000	None
Chicago Investors Society LLC - Kinder Morgan Energy Partners LP	LLC / Partnership	Spouse	$1,001 - $15,000	None
Chicago Investors Society LLC - Berkshire Hathaway Inc Cl B	LLC / Partnership	Spouse	$1,001 - $15,000	None
Chicago Investors Society LLC - Chicago Bridge & Iron	LLC / Partnership	Spouse	$1,001 - $15,000	None
Chicago Investors Society LLC - Kraft Foods Inc Class A	LLC / Partnership	Spouse	$1,001 - $15,000	None
Chicago Investors Society LLC - Nestle S A Sponsored ADR	LLC / Partnership	Spouse	$1,001 - $15,000	None
Chicago Investors Society LLC - Walgreen Co New	LLC / Partnership	Spouse	$1,001 - $15,000	None
Chicago Investors Society LLC - Archer-Daniels-Midland Inc	LLC / Partnership	Spouse	$1,001 - $15,000	None
Chicago Investors Society LLC - Church & Dwight	LLC / Partnership	Spouse	$1,001 - $15,000	Tax Deferred
Cisco Systems Inc.(CSCO)	Stocks	Spouse	$1,001 - $15,000	Tax Deferred
Citigroup(C)	Stocks	Joint	$1,001 - $15,000	Interest $1 - $200
Exxon(XOM)	Stocks	Spouse	$1,001 - $15,000	Tax Deferred
Fastest Research Systems	Stocks	Spouse	$1,001 - $15,000	Dividends $1 - $200
Fastenal Co(FAST)	Stocks	Spouse	$1,001 - $15,000	Tax Deferred
Genzyme Corp(GENZ)	Stocks	Spouse	N/A	Tax Deferred
Gilead Science Inc.(GILD)	Stocks	Spouse	$1,001 - $15,000	Tax Deferred
GK Properties/Investing (formerly GK Properties)	LLC / Partnership	Spouse	$100,001 - $250,000	None
Harms Bank	Bank & Cash	Spouse	$2,500,001 - $5,000,000	Interest $1 - $200
Healthnet Inc(HNT)	Stocks	Spouse	$1,001 - $15,000	Tax Deferred
Illinois Tool Works(ITW)	Stocks	Spouse	$15,001 - $50,000	Tax Deferred
Intel Corp.(INTC)	Stocks	Spouse	$50,001 - $100,000	Tax Deferred
iShares MSCI Brazil Index(EWZ)	ETFs	Spouse	$15,001 - $50,000	Tax Deferred
iShares Silver TR Shares(SLV)	ETFs	Spouse	$50,001 - $100,000	Tax Deferred
Iron Inc.	Stocks	Spouse	N/A	Tax Deferred
Jacobs Engineering Group(J)	Stocks	Spouse	$1,001 - $15,000	Tax Deferred
Johnson & Johnson(JNJ)	Stocks	Spouse	$15,001 - $50,000	Tax Deferred
L3 Communications Holdings(LHX)	Stocks	Spouse	$15,001 - $50,000	Tax Deferred
M&T Bancorp(MTB)	Stocks	Spouse	$1,001 - $15,000	Tax Deferred
Medtronic Inc.(MDT)	Stocks	Spouse	$15,001 - $50,000	Tax Deferred
Microsoft(MSFT)	Stocks	Spouse	$50,001 - $100,000	Tax Deferred
Novartis AG(NVS)	Stocks	Spouse	$15,001 - $50,000	Tax Deferred
Oracle Corp(ORCL)	Stocks	Spouse	$50,001 - $100,000	Tax Deferred
Paychex Inc.(PAYX)	Stocks	Spouse	$15,001 - $50,000	Tax Deferred
PepsiCo(PEP)	Stocks	Spouse	$15,001 - $50,000	Tax Deferred
Petroleo Brasileiro(PBR)	Stocks	Spouse	$1,001 - $15,000	Tax Deferred
Procter & Gamble(PG)	Stocks	Spouse	$15,001 - $50,000	Dividends $201 - $1,000
Residence Washington, D.C., US	Real Estate	Spouse	$500,001 - $1,000,000	Rent $15,001 - $50,000
Scansource Inc.(SCSC)	Stocks	Spouse	$1,001 - $15,000	Tax Deferred
Stryker Corp.(SYK)	Stocks	Spouse	$15,001 - $50,000	Tax Deferred
Suncor Energy Inc.(SU)	Stocks	Spouse	$15,001 - $50,000	Tax Deferred
Suntrust Bank CD	Bank & Cash	Spouse	$50,001 - $100,000	Tax Deferred
Swedish Expt. C Corp	Stocks	Spouse	$15,001 - $50,000	Tax Deferred
Techne(TECH)	Stocks	Spouse	$50,001 - $100,000	Tax Deferred
Transcanada Corp(TRP)	Stocks	Spouse	$1,001 - $15,000	Tax Deferred
Treasury Fund Daily Money Class	Mutual Funds	Spouse	$1,001 - $15,000	None
Treasury Fund Daily Money	Mutual Funds	Spouse	$15,001 - $50,000	Tax Deferred
U.S. Treasury Bonds	Gov. Securities	Spouse	$100,001 - $250,000	Tax Deferred
U.S. Treasury Notes	Gov. Securities	Spouse	$50,001 - $100,000	Tax Deferred
United Parcel Service(UPS)	Stocks	Spouse	$1,001 - $15,000	Tax Deferred
United Technologies(UTX)	Stocks	Spouse	$15,001 - $50,000	Tax Deferred
Vanguard Inflation Protect Sec	Mutual Funds	Spouse	$1,001 - $15,000	Tax Deferred
Vanguard Intl Equity	Mutual Funds	Spouse	$15,001 - $50,000	Tax Deferred
Vanguard Ltd Term Tax Exempt Adm	Mutual Funds	Spouse	$100,001 - $250,000	Interest $2,501 - $5,000
Vanguard Pacific Stock Vipers	Mutual Funds	Spouse	$15,001 - $50,000	Tax Deferred
Vanguard ST Bd Ind SIG CL	Mutual Funds	Spouse	$1,001 - $15,000	Tax Deferred
Vanguard ST Bond Index	Mutual Funds	Spouse	$50,001 - $100,000	Tax Deferred
Vanguard ST Invst Grade Adm	Mutual Funds	Spouse	$50,001 - $100,000	Tax Deferred
Vanguard ST Tax Exmt Admiral	Mutual Funds	Spouse	$15,001 - $50,000	Tax Deferred
Vanguard ST Tax Exmt Admiral	Mutual Funds	Spouse	$100,001 - $250,000	Interest $1,001 - $2,500
Vanguard ST Treasury Fund	Mutual Funds	Joint	$1,001 - $15,000	Dividends $1 - $200
Vodafone Group PLC(VOD)	Stocks	Spouse	$15,001 - $50,000	Tax Deferred
Walgreen Company(WBA)	Stocks	Self	$50,001 - $100,000	Dividends $5,001 - $15,000
Walgreen Company(WBA)	Stocks	Self	$100,001 - $250,000	Capital Gains $50,001 - $100,000
Walgreen Company Profit Sharing	Retirement & Pension	Self	$100,001 - $250,000	Other: Distribution $15,001 - $50,000
Westminster Fund III Real Estate	Retirement & Pension	Spouse	$15,001 - $50,000	None
Westminster Fund IV	Retirement & Pension	Spouse	$50,001 - $100,000	None
John Wiley & Sons Inc.(JW.A)	Stocks	Spouse	$15,001 - $50,000	Tax Deferred
Zimmer Holdings(ZBH)	Stocks	Spouse	$15,001 - $50,000	Tax Deferred

Liabilities (2)

Creditor	Type	Amount	Rate	Term
GMAC Mortgage	mortgage	$250,001 - $500,000	—	—
Citi Mortgage	mortgage	$250,001 - $500,000	—	—

Trading Sector Allocation (from PTR trades)

Industrials$80K

Insurance$24K

Financial Services$308K

Technology$48K

Energy$64K

Healthcare$348K

Basic Materials$16K

Consumer Defensive$73K

Manufacturing$8K

Consumer Cyclical$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).