Judy Biggert Net Worth & Financial Disclosure

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Annual financial disclosure for 2009, filed May 15, 2009. Includes 105 assets and 1 liabilities.

Year:

2012 2011 2010 2009 2008

Est. Net Worth

$3.7M

2009 annual disclosure

Total Assets

$2.4M - $5.7M

105 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$1.7M (87)

Real Estate$750K (1)

Mutual Funds$623K (8)

Gov. Securities$550K (3)

LLC / Partnership$325K (3)

Retirement & Pension$175K (1)

Bank & Cash$8K (1)

Other$0 (1)

Top Stock Holdings (from trades)

All Assets (105)

Asset	Type	Owner	Value	Income
Abbott Laboratories(ABT)	Stocks	Spouse	$15,001 - $50,000	Dividends $201 - $1,000
Abbott Laboratories(ABT)	Stocks	Spouse	$50,001 - $100,000	Capital Gains $2,501 - $5,000
ACLN LTD	Stocks	Spouse	N/A	None
Affiliated Computer Svcs(ACS)	Stocks	Spouse	$1,001 - $15,000	None
Aflac(AFL)	Stocks	Spouse	N/A	Dividends/Capital Gains $15,001 - $50,000
Alberto Culver(ACV)	Stocks	Spouse	N/A	Capital Gains $2,501 - $5,000
American Cap Ltd(ACAS)	Stocks	Spouse	N/A	Capital Loss
American Cap Ltd(ACAS)	Stocks	Spouse	N/A	Dividends $201 - $1,000
Amphenol Corp(APH)	Stocks	Spouse	N/A	Capital Gains $2,501 - $5,000
Amphenol Corp(APH)	Stocks	Spouse	$1,001 - $15,000	Dividends $1 - $200
Apache Corp.(APA)	Stocks	Spouse	N/A	Capital Gains $2,501 - $5,000
Apache Corp.(APA)	Stocks	Spouse	$15,001 - $50,000	Dividends $1 - $200
Automatic Data Processing(ADP)	Stocks	Spouse	N/A	Dividends/Capital Gains $1,001 - $2,500
Bard C R Inc(BCR)	Stocks	Spouse	N/A	Dividends/Capital Gains $1,001 - $2,500
Barr Pharmaceuticals(BRL)	Stocks	Spouse	N/A	Interest/Capital Loss
Becton Dickinson(BDX)	Stocks	Spouse	N/A	Dividends/Capital Gains $5,001 - $15,000
Berkshire Hathaway(BRK.B)	Stocks	Spouse	$15,001 - $50,000	None
Church & Dwight(CHD)	Stocks	Spouse	$1,001 - $15,000	Dividends $1 - $200
Church & Dwight(CHD)	Stocks	Spouse	N/A	Capital Gains $5,001 - $15,000
Cisco Systems, Inc.(CSCO)	Stocks	Spouse	$1,001 - $15,000	None
Citigroup(C)	Stocks	Joint	$1,001 - $15,000	Interest $201 - $1,000
Constellation Brands, Inc.(STZ)	Stocks	Spouse	N/A	Capital Gains $2,501 - $5,000
Dentsply Intl Inc(XRAY)	Stocks	Spouse	N/A	Dividends/Capital Gains $5,001 - $15,000
Discover Financial Services(DFS)	Stocks	Spouse	N/A	Capital Gains $5,001 - $15,000
Enelplus Res FD TR	Mutual Funds	Spouse	N/A	Capital Loss
Enterprise Products Partners(EPD)	Stocks	Spouse	$1,001 - $15,000	Interest $201 - $1,000
Factset Research Systems(FDS)	Stocks	Spouse	N/A	Capital Gains $2,501 - $5,000
Factset Research Systems(FDS)	Stocks	Spouse	$15,001 - $50,000	Dividends $201 - $1,000
Fastenal Co(FAST)	Stocks	Spouse	N/A	Capital Gains $5,001 - $15,000
Fastenal Co(FAST)	Stocks	Spouse	$1,001 - $15,000	Dividends
Forward Air Corp.(FWRD)	Stocks	Spouse	$1,001 - $15,000	Dividends $1 - $200
General Electric Co(GE)	Stocks	Spouse	N/A	Capital Loss
General Electric Co(GE)	Stocks	Spouse	$1,001 - $15,000	Dividends $201 - $1,000
GK Properties	LLC / Partnership	Spouse	$100,001 - $250,000	Other: distribution $5,001 - $15,000
Harris Bank	Bank & Cash	Spouse	$1,001 - $15,000	Interest $1 - $200
Healthnet Inc(HNT)	Stocks	Spouse	$1,001 - $15,000	None
Illinois Tool Works(ITW)	Stocks	Spouse	$15,001 - $50,000	Dividends $201 - $1,000
Illinois Tool Works(ITW)	Stocks	Spouse	N/A	Capital Gains $1,001 - $2,500
Intel Corp(INTC)	Stocks	Spouse	$1,001 - $15,000	Dividends $201 - $1,000
Johnson & Johnson(JNJ)	Stocks	Spouse	$50,001 - $100,000	Dividends $1,001 - $2,500
Johnson & Johnson(JNJ)	Stocks	Spouse	N/A	Capital Gains $5,001 - $15,000
L-3 Communications Holdings(LLL)	Stocks	Spouse	N/A	Capital Gains $2,501 - $5,000
L-3 Communications Holdings(LLL)	Stocks	Spouse	$1,001 - $15,000	Dividends $1 - $200
Legg Mason(LM)	Stocks	Spouse	N/A	Capital Loss
M & T Bancorp(MTB)	Stocks	Spouse	$15,001 - $50,000	Dividends $201 - $1,000
M & T Bancorp(MTB)	Stocks	Spouse	N/A	Capital Gains $15,001 - $50,000
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 Stock Market Inc.(NDAQ)	Stocks	Spouse	N/A	Capital Loss
New York Community Bancorp(NYCB)	Stocks	Spouse	N/A	Dividends/Capital Loss $1 - $200
Novartis AG(NVS)	Stocks	Spouse	$15,001 - $50,000	Dividends $201 - $1,000
Nuvasive Inc.(NUVA)	Stocks	Spouse	N/A	Capital Gains $5,001 - $15,000
Nuvasive Inc.(NUVA)	Stocks	Spouse	$1,001 - $15,000	None
Options Express Holdings(OXPS)	Stocks	Spouse	$1,001 - $15,000	Dividends $1 - $200
Oracle Corp(ORCL)	Stocks	Spouse	N/A	None/Capital Gains $1,001 - $2,500
Oracle Corp(ORCL)	Stocks	Spouse	$15,001 - $50,000	None
Oshkosh Truck Corp(OSK)	Stocks	Spouse	N/A	Capital Loss
Patterson Dental Co(PDCO)	Stocks	Spouse	$1,001 - $15,000	None
Patterson Dental Co(PDCO)	Stocks	Spouse	N/A	Capital Loss
Paychex Inc(PAYX)	Stocks	Spouse	$1,001 - $15,000	Dividends $201 - $1,000
Pepsico(PEP)	Stocks	Spouse	$15,001 - $50,000	Dividends $201 - $1,000
Petro Canada	Stocks	Spouse	$15,001 - $50,000	None
Petro Canada(PCZ)	Stocks	Spouse	N/A	Capital Gains $2,501 - $5,000
Pimco Commodity	Mutual Funds	Spouse	N/A	Capital Loss
Principal Financial Group(PFG)	Stocks	Spouse	N/A	Dividends/Capital Gains $1 - $200
Quest Diagnostics Inc(DGX)	Stocks	Spouse	N/A	Capital Gains $1,001 - $2,500
Residence: 421 First Street, SE, Washington, DC Washington, DC, US	Real Estate	Spouse	$500,001 - $1,000,000	Rent $15,001 - $50,000
Sanofi-Aventis(SNY)	Stocks	Spouse	N/A	Dividends $1 - $200
Sanofi-Aventis(SNY)	Stocks	Spouse	N/A	Capital Loss
ScanSource Inc(SCSC)	Stocks	Spouse	N/A	Capital Gains $1,001 - $2,500
ScanSource Inc(SCSC)	Stocks	Spouse	$1,001 - $15,000	None
Simpson Mfg Co(SSD)	Stocks	Spouse	N/A	Capital Loss
State Street Corp(STT)	Stocks	Spouse	N/A	Capital Gains $50,001 - $100,000
Stryker Corp(SYK)	Stocks	Spouse	$15,001 - $50,000	Dividends $201 - $1,000
Stryker Corp(SYK)	Stocks	Spouse	N/A	Capital Gains $5,001 - $15,000
Sunoco Energy Inc(SUNE)	Stocks	Spouse	$1,001 - $15,000	None
Sunoco Energy Inc(SUN)	Stocks	Spouse	N/A	Capital Gains $5,001 - $15,000
Synovus Financial Corp(SNV)	Stocks	Spouse	N/A	Capital Loss
Techne(TECH)	Stocks	Spouse	$15,001 - $50,000	Dividends $201 - $1,000
Techne(TECH)	Stocks	Spouse	N/A	Capital Gains $5,001 - $15,000
Transcanada Corp(TRP)	Stocks	Spouse	$1,001 - $15,000	None
Treasury Fund Daily Money Class	Mutual Funds	Spouse	$100,001 - $250,000	None
Treasury Fund Daily Money	Mutual Funds	Spouse	$250,001 - $500,000	None
U.S. Treasury Bonds	Gov. Securities	Spouse	$100,001 - $250,000	Interest $201 - $1,000
U.S. Treasury Notes	Gov. Securities	Spouse	$250,000 - $500,000	Interest $5,001 - $15,000
U.S. Treasury Notes	Gov. Securities	Spouse	N/A	Interest/Capital $2,501 - $5,000
United Health Group(UNH)	Stocks	Spouse	N/A	Capital Loss
United Parcel Service(UPS)	Stocks	Spouse	$15,001 - $50,000	Dividends $201 - $1,000
United Parcel Service MTN BE	Other	Spouse	N/A	Interest $201 - $1,000
United Technologies(UTX)	Stocks	Spouse	$1 - $1,000	Dividends $201 - $1,000
UTI Worldwide Inc.(UTIW)	Stocks	Spouse	N/A	Capital Loss
Vanguard Inflation Protected Securities	Mutual Funds	Spouse	$15,001 - $50,000	Capital Loss
Vanguard International Equity Index	Mutual Funds	Spouse	N/A	Capital Loss
Vanguard Pacific Stock Index	Mutual Funds	Spouse	$15,001 - $50,000	Capital Loss
Vanguard ST Treasury Fund	Mutual Funds	Joint	$1,001 - $15,000	Dividends $1 - $200
Vodafone Group PLC(VOD)	Stocks	Spouse	$1,001 - $15,000	Dividends $201 - $1,000
Walgreen Company(WAG)	Stocks	Self	$500,001 - $1,000,000	Dividends $5,001 - $15,000
Walgreen Company(WAG)	Stocks	Self	N/A	Capital Gains $2,501 - $5,000
Walgreen Company Profit Sharing	Retirement & Pension	Self	$100,001 - $250,000	Other: Distribution $15,001 - $50,000
Wells Fargo & Co.(WFC)	Stocks	Spouse	N/A	Capital Gains $15,001 - $50,000
Wells Fargo & Co.(WFC)	Stocks	Spouse	$15,001 - $50,000	Dividends $201 - $1,000
Westminster Fund III Real Estate	LLC / Partnership	Spouse	$50,001 - $100,000	Other: Distribution $5,001 - $15,000
Westminster Fund IV	LLC / Partnership	Spouse	$50,001 - $100,000	Other: Distribution $5,001 - $15,000
John Wiley & Sons Inc.(JW.A)	Stocks	Spouse	$15,001 - $50,000	Dividends $201 - $1,000
Zimmer Holdings(ZBH)	Stocks	Spouse	$1,001 - $15,000	None

Liabilities (1)

Creditor	Type	Amount	Rate	Term
Citi Mortgage, Columbus, Ohio	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

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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).