Kerry L. Bentivolio Net Worth & Financial Disclosure

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Annual financial disclosure for 2013, filed August 9, 2013. Includes 40 assets and 2 liabilities.

Year:

2013 2011

Est. Net Worth

$1.6M

2013 annual disclosure

Total Assets

$904K - $2.7M

40 assets

Total Liabilities

$115K - $300K

2 liabilities

Total Trades

From PTR filings

Trade Volume

$33K

Midpoint of disclosed ranges

Net Worth Over Time

Show data table

Period	Est. net worth
2011	$450K
2013	$1.6M

Assets by Category

Mutual Funds$790K (23)

Retirement & Pension$655K (7)

Bank & Cash$248K (4)

Stocks$49K (3)

LLC / Partnership$33K (2)

Insurance$8K (1)

Top Stock Holdings (from trades)

All Assets (40)

Asset	Type	Owner	Value	Income
General Electric Co. Common Stock(GE)	Stocks	Spouse	$1,001 - $15,000	Dividends $201 - $1,000
JPMorgan Chase & Co. Common Stock(JPM)	Stocks	Spouse	$1,001 - $15,000	Dividends $201 - $1,000
U.S. Bank of Kentucky Accounts	Bank & Cash	Spouse	$100,001 - $250,000	Interest $2,501 - $5,000
Creation Advantage - Bank Account	Bank & Cash	Spouse	$15,001 - $50,000	Interest $1,001 - $2,500
Community Choice CU - Bank Account	Bank & Cash	Spouse	$15,001 - $50,000	Interest $1,001 - $2,500
Fifth Third Bank - Bank Accounts	Bank & Cash	Self	$1,001 - $15,000	Interest $201 - $1,000
Old Fashioned Santa Co	LLC / Partnership	Self	$15,001 - $50,000	Capital Gains $2,501 - $5,000
Seasonal Entertainment	LLC / Partnership	Self	N/A	None
American Funds - Roth IRA	Retirement & Pension	Self	$100,001 - $250,000	Tax-Deferred
EuroPacific Growth Fund	Mutual Funds	Self	$50,001 - $100,000	Tax-Deferred
New World Fund	Mutual Funds	Self	$15,001 - $50,000	Tax-Deferred
Fundamental Investors	Mutual Funds	Self	$15,001 - $50,000	Tax-Deferred
Capital Income Builder	Mutual Funds	Self	$15,001 - $50,000	Tax-Deferred
American Funds - Roth IRA	Retirement & Pension	Spouse	$100,001 - $250,000	Tax-Deferred
EuroPacific Growth Fund	Mutual Funds	Spouse	$15,001 - $50,000	Tax-Deferred
Capital Income Builder	Mutual Funds	Spouse	$15,001 - $50,000	Tax-Deferred
New World Fund	Mutual Funds	Self	$15,001 - $50,000	Dividends $1,001 - $2,500
Fundamental Investors	Mutual Funds	Self	$15,001 - $50,000	Dividends $1,001 - $2,500
Sp Diversified-403K	Retirement & Pension	Self	$15,001 - $50,000	Dividends $1,001 - $2,500
Amer Funds Europacific	Mutual Funds	Self	$15,001 - $50,000	Dividends $1,001 - $2,500
Baron Smcap	Mutual Funds	Self	$15,001 - $50,000	Dividends $1,001 - $2,500
DFA Intl SmCo	Mutual Funds	Self	$15,001 - $50,000	Dividends $1,001 - $2,500
Dodge & Cox Stock	Mutual Funds	Self	$15,001 - $50,000	Dividends $1,001 - $2,500
Harbor MidCap Gr	Mutual Funds	Self	$15,001 - $50,000	Dividends $1,001 - $2,500
Pimco Totl Rtrn	Mutual Funds	Self	$15,001 - $50,000	Interest $1,001 - $2,500
Principal Lrg Growth	Mutual Funds	Self	$15,001 - $50,000	Dividends $1,001 - $2,500
FAP Instl High Yield	Mutual Funds	Self	$15,001 - $50,000	Interest $1,001 - $2,500
TAP Institutional Mid Value	Mutual Funds	Self	$15,001 - $50,000	Capital Gains $1,001 - $2,500
TFLIC Gaur Pool	Mutual Funds	Self	$15,001 - $50,000	Capital Gains $1,001 - $2,500
Target Smcap Val	Mutual Funds	Self	$15,001 - $50,000	Capital Gains $1,001 - $2,500
Vanguard Institutional Index Plus	Mutual Funds	Self	$15,001 - $50,000	Capital Gains $1,001 - $2,500
Vanguard Small Cap Index Plus	Mutual Funds	Self	$15,001 - $50,000	Capital Gains $1,001 - $2,500
Sp Diversified - 401K	Retirement & Pension	Spouse	$15,001 - $50,000	Tax-Deferred $1,001 - $2,500
American Funds Europacific	Mutual Funds	Self	$15,001 - $50,000	Capital Gains $1,001 - $2,500
PIMCO Total Return	Mutual Funds	Self	$15,001 - $50,000	Capital Gains $1,001 - $2,500
GE Stock(GE)	Stocks	Spouse	$15,001 - $50,000	Capital Gains $1,001 - $2,500
ORS - Public School Employee Retirement System	Retirement & Pension	Spouse	$15,001 - $50,000	Tax-Deferred $1,001 - $2,500
Whole Life Policy - Monumental Life Insurance	Insurance	Self	$1,001 - $15,000	None
St. John Providence Health System Pension	Retirement & Pension	Spouse	$100,001 - $250,000	None
St. John Providence Health System 403(b) Match Account (Pension)	Retirement & Pension	Spouse	$15,001 - $50,000	None

Liabilities (2)

Creditor	Type	Amount	Rate	Term
CCO Mortgage	mortgage	$100,001 - $250,000	—	—
Charter One	mortgage	$15,001 - $50,000	—	—

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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).