Judy Biggert Net Worth & Financial Disclosure

house

Annual financial disclosure for 2008, filed May 15, 2008. Includes 98 assets and 1 liabilities.

Year:

2012 2011 2010 2009 2008

Est. Net Worth

$4.4M

2008 annual disclosure

Total Assets

$2.8M - $6.7M

98 assets

Total Liabilities

$250K - $500K

1 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

Stocks$2.5M (82)

Real Estate$750K (1)

Gov. Securities$550K (2)

Retirement & Pension$425K (3)

Mutual Funds$406K (7)

LLC / Partnership$75K (1)

Bank & Cash$8K (1)

Other$8K (1)

Top Stock Holdings (from trades)

All Assets (98)

Asset	Type	Owner	Value	Income
Abbott Laboratories(ABT)	Stocks	Spouse	$15,001 - $50,000	Dividends $201 - $1,000
ACLN LTD	Stocks	Spouse	N/A	None
Affiliated Computer Services(ACS)	Stocks	Spouse	$15,001 - $50,000	None
Aflac(AFL)	Stocks	Spouse	$50,001 - $100,000	Dividends $201 - $1,000
Alberto Culver(ACV)	Stocks	Spouse	$15,001 - $50,000	Dividends $1 - $200
Allscripts Health Care Solutions, Inc(MDRX)	Stocks	Spouse	N/A	Capital Gains $5,001 - $15,000
Amgen(AMGN)	Stocks	Spouse	N/A	Capital Gains $5,001 - $15,000
Amphenol Corp(APH)	Stocks	Spouse	$15,001 - $50,000	Dividends $1 - $200
Apache Corp.(APA)	Stocks	Spouse	$15,001 - $50,000	Dividends $1 - $200
Automatic Data Processing (ADP)(ADP)	Stocks	Spouse	$15,001 - $50,000	Dividends $201 - $1,000
Bard CR Incorporated(BCR)	Stocks	Spouse	$15,001 - $50,000	Dividends $1 - $200
Barr Pharmaceuticals(BRL)	Stocks	Spouse	$15,001 - $50,000	None
Becton Dickinson(BDX)	Stocks	Spouse	$15,001 - $50,000	Dividends $201 - $1,000
Becton Dickinson(BDX)	Stocks	Spouse	N/A	Capital Gains $5,001 - $15,000
Berkshire Hathaway(BRK.B)	Stocks	Spouse	$15,001 - $50,000	None
Broadridge Financial Solutions (spin-off of ADP)(BR)	Stocks	Spouse	N/A	Capital Gains $2,501 - $5,000
Church & Dwight(CHD)	Stocks	Spouse	$15,001 - $50,000	Dividends $1 - $200
Church & Dwight(CHD)	Stocks	Spouse	N/A	Capital Gains $2,501 - $5,000
Cintas Corp(CTAS)	Stocks	Spouse	N/A	Other: Capital loss
Cisco Systems, Inc.(CSCO)	Stocks	Spouse	$15,001 - $50,000	None
Citigroup Inc.(C)	Stocks	Joint	$1,001 - $15,000	Interest $201 - $1,000
Constellation Brands, Inc.(STZ)	Stocks	Spouse	$15,001 - $50,000	None
Desjpty Intl Inc	Stocks	Spouse	$15,001 - $50,000	Dividends $1 - $200
Discover Financial Services(DFS)	Stocks	Spouse	$15,001 - $50,000	Dividends $201 - $1,000
Enelpus Res FD TR	Mutual Funds	Spouse	$1,001 - $15,000	Dividends $201 - $1,000
Enterprise Products PPTNS(EPD)	Stocks	Spouse	$1,001 - $15,000	Interest $201 - $1,000
Fastenal Co(FAST)	Stocks	Spouse	$15,001 - $50,000	Dividends $201 - $1,000
Florida Rock Inds Inc	Stocks	Spouse	N/A	Capital Gains $5,001 - $15,000
Forward Air Corp.(FWRD)	Stocks	Spouse	$15,001 - $50,000	Dividends $1 - $200
General Electric Co(GE)	Stocks	Spouse	$15,001 - $50,000	Dividends $1,001 - $2,500
General Electric Co(GE)	Stocks	Spouse	N/A	Capital Gains $1,001 - $2,500
Getty Images	Stocks	Spouse	N/A	Other: Capital Loss
GK Properties	LLC / Partnership	Spouse	$50,001 - $100,000	Distribution $5,001 - $15,000
Harris Bank	Bank & Cash	Spouse	$1,001 - $15,000	Interest $1 - $200
Healthcare REIT (formerly Windrose Med Ppty TR)(WELL)	Stocks	Spouse	N/A	Capital Gains $1,001 - $2,500
HealthNet Inc.(HNT)	Stocks	Spouse	$1,001 - $15,000	None
Home Depot, Inc.(HD)	Stocks	Spouse	N/A	Dividends $201 - $1,000
Home Depot, Inc.(HD)	Stocks	Spouse	N/A	Capital Gains $5,001 - $15,000
Illinois Tool Works(ITW)	Stocks	Spouse	$15,001 - $50,000	Dividends $201 - $1,000
Intel Corp(INTC)	Stocks	Spouse	$50,001 - $100,000	Dividends $201 - $1,000
Internet Corp	Stocks	Spouse	N/A	None
Investors Financial Services(IFIN)	Stocks	Spouse	N/A	Dividends $1 - $200
Investors Financial Services (Exchange for State St. Corp)	Stocks	Spouse	N/A	None
Johnson & Johnson(JNJ)	Stocks	Spouse	$50,001 - $100,000	Dividends $1,001 - $2,500
L-3 Communications Holdings(LLL)	Stocks	Spouse	$15,001 - $50,000	Dividends $1 - $200
Legg Mason(LM)	Stocks	Spouse	$15,001 - $50,000	Dividends $1 - $200
M & T Bancorp(MTB)	Stocks	Spouse	N/A	Capital Gains $15,001 - $50,000
M & T Bancorp(MTB)	Stocks	Spouse	$50,001 - $100,000	Dividends $2,501 - $5,000
Medtronic Inc(MDT)	Stocks	Spouse	$15,001 - $50,000	Dividends $201 - $1,000
Microsoft Corp(MSFT)	Stocks	Spouse	$50,001 - $100,000	Dividends $201 - $1,000
NASDAQ STK Mkt Inc(NDAQ)	Stocks	Spouse	$15,001 - $50,000	None
New York Community Bancorp(NYCB)	Stocks	Spouse	$1,001 - $15,000	Interest $201 - $1,000
Novartis AG(NVS)	Stocks	Spouse	$15,001 - $50,000	Dividends $201 - $1,000
Nuvasive Inc(NUVA)	Stocks	Spouse	$50,001 - $100,000	None
Nuvasive Inc(NUVA)	Stocks	Spouse	N/A	Capital Gains $5,001 - $15,000
Options Express Holdings(OXPS)	Stocks	Spouse	$15,001 - $50,000	Dividends $1 - $200
Oracle Corp(ORCL)	Stocks	Spouse	$50,001 - $100,000	None
Oshkosh Truck Corp(OSK)	Stocks	Spouse	$15,001 - $50,000	Dividends $1 - $200
Patterson Dental Co(PDCO)	Stocks	Spouse	$50,001 - $100,000	None
Paychex Inc(PAYX)	Stocks	Spouse	$15,001 - $50,000	Dividends $201 - $1,000
Pepsico(PEP)	Stocks	Spouse	$50,001 - $100,000	Dividends $201 - $1,000
Petro Canada	Stocks	Spouse	$50,001 - $100,000	None
Pimco Commodity	Mutual Funds	Spouse	$100,001 - $250,000	Dividends $5,001 - $15,000
Principal Financial Group(PFG)	Stocks	Spouse	$15,001 - $50,000	Dividends $201 - $1,000
Quest Diagnostics Inc(DGX)	Stocks	Spouse	$15,001 - $50,000	Dividends $1 - $200
Residence in Washington, DC Washington, DC, US	Real Estate	Spouse	$500,001 - $1,000,000	Rent $5,001 - $15,000
Sanofi-Aventis(SNY)	Stocks	Spouse	$1,001 - $15,000	Dividends $201 - $1,000
Scansource Inc(SCSC)	Stocks	Spouse	$15,001 - $50,000	None
Simpson Mfg Co(SSD)	Stocks	Spouse	$15,001 - $50,000	Dividends $201 - $1,000
State Street Corp(STT)	Stocks	Spouse	N/A	Capital Gains $2,501 - $5,000
State Street Corp (merged with Investors Finl Sys)(STT)	Stocks	Spouse	$50,001 - $100,000	Dividends $201 - $1,000
Stryker Corp(SYK)	Stocks	Spouse	$50,001 - $100,000	Dividends $201 - $1,000
Suncor Energy Inc(SU)	Stocks	Spouse	N/A	Capital Gains $5,001 - $15,000
Suncor Energy Inc(SU)	Stocks	Spouse	$50,001 - $100,000	Dividends $201 - $1,000
Synovus Finl Corp(SNV)	Stocks	Spouse	$50,001 - $100,000	Dividends $201 - $1,000
Teckne	Stocks	Spouse	$15,001 - $50,000	None
Transcanada Corp(TRP)	Stocks	Spouse	$1,001 - $15,000	None
Treasury Fund Daily Money Class I	Mutual Funds	Spouse	$15,001 - $50,000	None
Treasury Fund Daily Money	Mutual Funds	Spouse	$50,001 - $100,000	None
United Health Group(UNH)	Stocks	Spouse	$1,001 - $15,000	Dividends $1 - $200
United Parcel Service(UPS)	Stocks	Spouse	$15,001 - $50,000	Dividends $201 - $1,000
United Parcel Service MTN BE	Other	Spouse	$1,001 - $15,000	Interest $201 - $1,000
United States Treasury Notes	Gov. Securities	Spouse	$250,001 - $500,000	Interest $5,001 - $15,000
United States Treasury Notes	Gov. Securities	Spouse	$100,001 - $250,000	Interest $5,001 - $15,000
United Technologies(UTX)	Stocks	Spouse	$50,001 - $100,000	Dividends $201 - $1,000
UTI Worldwide Inc(UTIW)	Stocks	Spouse	$1,001 - $15,000	Dividends $1 - $200
Vanguard Inflation Protected Secs	Mutual Funds	Spouse	$15,001 - $50,000	Dividends $1,001 - $2,500
Vanguard Intl Equity Index	Mutual Funds	Spouse	$50,001 - $100,000	Dividends $201 - $1,000
Vanguard ST Treasury Fund	Mutual Funds	Joint	$1,001 - $15,000	Dividends $1 - $200
Vodafone Group PLC(VOD)	Stocks	Spouse	$15,001 - $50,000	Dividends $201 - $1,000
Walgreen Company(WBA)	Stocks	Spouse	$50,001 - $100,000	Dividends $5,001 - $15,000
Walgreen Company(WBA)	Stocks	Spouse	N/A	Capital Gains $15,001 - $50,000
Walgreen Company Profit Sharing	Retirement & Pension	Spouse	$100,001 - $250,000	Other: Distribution $15,001 - $50,000
Wells Fargo & Co(WFC)	Stocks	Spouse	$15,001 - $50,000	Dividends $201 - $1,000
Westminster Fund III Real Estate	Retirement & Pension	Spouse	$50,001 - $100,000	Other: Distribution $5,001 - $15,000
Westminster Fund IV	Retirement & Pension	Spouse	$100,001 - $250,000	Other: Distribution $5,001 - $15,000
Wiley John & Sons Inc(JW.A)	Stocks	Spouse	$15,001 - $50,000	Dividends $201 - $1,000
Zimmer Holdings(ZBH)	Stocks	Spouse	$50,001 - $100,000	None

Liabilities (1)

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

Trading Sector Allocation (from PTR trades)

Industrials$80K

Insurance$24K

Financial Services$308K

Technology$56K

Energy$64K

Healthcare$348K

Basic Materials$16K

Consumer Defensive$73K

Manufacturing$8K

Consumer Cyclical$33K

Judy Biggert trades Wealthiest members Most active traders IL delegation Articles

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).