Kenny Marchant Net Worth & Financial Disclosure

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Annual financial disclosure for 2011, filed August 12, 2011. Includes 26 assets.

Year:

2013 2011 2008

Est. Net Worth

$2.7M

2011 annual disclosure

Total Assets

$2.7M - $2.7M

26 assets

Total Liabilities

0 liabilities

Total Trades

1,724

From PTR filings

Trade Volume

$350.4M

Midpoint of disclosed ranges

Net Worth Over Time

Show data table

Period	Est. net worth
2008	$27.5M
2011	$2.7M
2013	$68.8M

Assets by Category

Mutual Funds$1.9M (3)

Stocks$425K (20)

Bank & Cash$284K (2)

ETFs$48K (1)

Top Stock Holdings (from trades)

Alphabet Inc.GOOGL

$50.1M

Marathon Oil CorporationMRO

$50M

Eastman Chemical CompanyEMN

$50M

Ovintiv Inc.OVV

$50M

Icon Energy Corp.ICON

$50M

JPMorgan Chase & Co.JPM

$990K

Capstead Mortgage CorporationCMO

$839K

All Assets (26)

Asset	Type	Owner	Value	Income
Annaly Capital Management Inc(NLY)	Stocks	Self	$35,200 - $35,200	Dividends $5,440 - $5,440
Apple Inc.(AAPL)	Stocks	Self	$28,375 - $28,375	Dividends $1,137 - $1,137
AT&T Inc.(T)	Stocks	Self	$74,360 - $74,360	Dividends $6,465 - $6,465
Legacy Reserves LP(LGCY)	Stocks	Self	$24,660 - $24,660	Dividends $2,080 - $2,080
SPDR Barclays High Yield Bond ETF(JNK)	ETFs	Self	$48,012 - $48,012	Dividends $4,150 - $4,150
Verizon Communications Inc.(VZ)	Stocks	Self	$39,108 - $39,108	Dividends $6,173 - $6,173
Groupon Incorporated(GRPN)	Stocks	Self	$185,000 - $185,000	Dividends $3,200 - $3,200
North Dallas Bank and Trust	Bank & Cash	Self	N/A	None
Open End Mutual Fund (Name unclear on image)	Mutual Funds	Self	$478,684 - $478,684	None
Hodges Fund	Mutual Funds	Self	$471,705 - $471,705	None
Hodges Small Cap	Mutual Funds	Self	$956,389 - $956,389	None
Bank Insured Deposit	Bank & Cash	Self	$284,138 - $284,138	None
Abbott Laboratories Inc.(ABT)	Stocks	Self	$2,877 - $2,877	None
Accenture PLC Ireland(ACN)	Stocks	Self	$2,918 - $2,918	None
American Electric Power Co.(AEP)	Stocks	Self	$2,589 - $2,589	None
Ameriprise Financial Inc.(AMP)	Stocks	Self	$2,602 - $2,602	None
Annaly Capital Management Inc.(NLY)	Stocks	Self	$2,739 - $2,739	None
Apple Inc.(AAPL)	Stocks	Self	$2,867 - $2,867	None
AT&T Inc.(T)	Stocks	Self	$2,084 - $2,084	None
Bank of Montreal Quebec(BMO)	Stocks	Self	$2,605 - $2,605	None
Best Buy Incorporated(BBY)	Stocks	Self	$2,665 - $2,665	None
Bristol-Myers Squibb Company(BMY)	Stocks	Self	$2,808 - $2,808	None
CenturyLink Inc.(CTL)	Stocks	Self	$2,058 - $2,058	None
Chevron Corporation(CVX)	Stocks	Self	$2,458 - $2,458	None
Cisco Systems Inc.(CSCO)	Stocks	Self	$3,698 - $3,698	None
Comcast Corporation Class A(CMCSA)	Stocks	Self	$2,943 - $2,943	None

Trading Sector Allocation (from PTR trades)

Consumer Cyclical$3.8M

Basic Materials$50.9M

Healthcare$4M

Financial Services$5.5M

Industrials$3.5M

Communication Services$1.7M

Insurance$105K

Banking$410K

Real Estate$393K

Technology$53.7M

Consumer Defensive$1.1M

Manufacturing$280K

Energy$155.9M

Services$635K

Retail Trade$666K

Utilities$243K

Construction$97K

Mining$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).