Larry D. Bucshon Net Worth & Financial Disclosure

house

Annual financial disclosure for 2011, filed May 16, 2011. Includes 71 assets.

Year:

2013 2011

Est. Net Worth

$2.4M

2011 annual disclosure

Total Assets

$1.3M - $3.4M

71 assets

Total Liabilities

0 liabilities

Total Trades

250

From PTR filings

Trade Volume

$632K

Midpoint of disclosed ranges

Net Worth Over Time

Show data table

Period	Est. net worth
2011	$2.4M
2013	-$709K

Assets by Category

Mutual Funds$1.6M (57)

Retirement & Pension$374K (6)

Stocks$215K (4)

Other$100K (2)

Bank & Cash$33K (1)

ETFs$0 (1)

Top Stock Holdings (from trades)

All Assets (71)

Asset	Type	Owner	Value	Income
Apple, Inc.(AAPL)	Stocks	Self	$15,001 - $50,000	None
Berkshire Hathaway B New(BRK.B)	Stocks	Self	$15,001 - $50,000	None
Goldman Sachs Group, Inc.(GS)	Stocks	Self	$50,001 - $100,000	Dividends $1 - $200
PIMCO Emrg Mkts B D FD CL	Mutual Funds	Self	$1,001 - $15,000	Dividends $1 - $200
PIMCO Foreign Bond FD	Mutual Funds	Spouse	$15,001 - $50,000	Dividends/Capital Gains $1,001 - $2,500
PIMCO Total Return FD CLD	Mutual Funds	Joint	N/A	Dividends $1,001 - $2,500
PIMCO Total Return FD Instl CL	Mutual Funds	Joint	$15,001 - $50,000	Dividends/Capital Gains $2,501 - $5,000
Schwab Muni Money Fund	Mutual Funds	Joint	$50,001 - $100,000	Interest/Dividends $2,501 - $5,000
ABERDEEN Emrg Mks Instl	Mutual Funds	Self	$1,001 - $15,000	Dividends $1 - $200
Fairhome Fund	Mutual Funds	Joint	$50,001 - $100,000	Dividends/Capital Gains $2,501 - $5,000
First Eagle Gold Fund	Mutual Funds	Self	$50,001 - $100,000	Dividends/Capital Gains $1,001 - $2,500
First Eagle Overseas CLA	Mutual Funds	Joint	$1,001 - $15,000	Dividends/Capital Gains $1 - $200
First Eagle Overseas CL I	Mutual Funds	Self	$15,001 - $50,000	Dividends/Capital Gains $201 - $1,000
Lazard Emerging Markets	Mutual Funds	Joint	$15,001 - $50,000	Dividends $201 - $1,000
Marsico Flexible	Mutual Funds	Self	$15,001 - $50,000	Dividends/Capital Gains $201 - $1,000
Perkins Mid Cap Value FD	Mutual Funds	Self	$50,001 - $100,000	Dividends $1 - $200
PIMCO All Asset Inst CL	Mutual Funds	Joint	$15,001 - $50,000	Dividends/Capital Gains $5,001 - $15,000
T Rowe Price Mid-Cap FD	Mutual Funds	Spouse	N/A	Capital Gains $5,001 - $15,000
Primecap Odyssey AGGR DF	Mutual Funds	Self	$1,001 - $15,000	Capital Gains $201 - $1,000
DWS Managed Municipal Bond Fund	Mutual Funds	Self	N/A	Interest/Capital Gains $2,501 - $5,000
Sound Shore Fund	Mutual Funds	Self	N/A	Capital Gains $201 - $1,000
iShares Silver Trust	ETFs	Self	N/A	Capital Gains $1,001 - $2,500
Harbor Capital Appreciation Fund	Mutual Funds	Self	N/A	Capital Gains $2,501 - $5,000
American Fund Growth Fund	Mutual Funds	Self	N/A	Capital Gains $5,001 - $15,000
Vanguard Intermediate Term Tax	Mutual Funds	Self	N/A	Interest/Capital Gains $2,501 - $5,000
Ohio Valley Health Care, Inc.	Stocks	Spouse	$50,001 - $100,000	None
Sound Shore Fund	Mutual Funds	Spouse	$100,001 - $250,000	None
Growth Fund of America	Mutual Funds	Spouse	$50,001 - $100,000	None
PIMCO Total Return Fund D	Mutual Funds	Self	$50,001 - $100,000	None
First Eagle Overseas Fund	Mutual Funds	Self	$100,001 - $250,000	None
Perkins Mid Cap Value Fund	Mutual Funds	Self	$1,001 - $15,000	None
Scout International Fund	Mutual Funds	Self	$1,001 - $15,000	None
Lazard Emerging Markets	Mutual Funds	Self	$1,001 - $15,000	None
Ascension Health 401(a)	Retirement & Pension	Spouse	$1,001 - $15,000	None
PIMCO Total Return FD	Mutual Funds	Spouse	$15,000 - $50,000	None
American Funds Growth FD	Mutual Funds	Spouse	$1,001 - $15,000	None
TAP Inst Mid Value FD	Mutual Funds	Spouse	$1 - $1,000	None
Harbor Mid Cap Growth FD	Mutual Funds	Spouse	$1,001 - $15,000	None
Vanguard Sm Cap Idx FD	Mutual Funds	Spouse	$1,001 - $15,000	None
American Funds Europa FD	Mutual Funds	Spouse	$1,001 - $15,000	None
Ascension Health 401(k)	Retirement & Pension	Spouse	$1,001 - $15,000	None
PIMCO Total Return FD	Mutual Funds	Spouse	$1,001 - $15,000	None
Vanguard Inst Idx FD	Mutual Funds	Spouse	$1,001 - $15,000	None
American Funds Growth FD	Mutual Funds	Spouse	$15,000 - $50,000	None
Ascension Health NGDC Plan	Retirement & Pension	Spouse	$50,000 - $100,000	None
PIMCO Total Return FD	Mutual Funds	Spouse	$1,001 - $15,000	None
American Funds Growth FD	Mutual Funds	Spouse	$1,001 - $15,000	None
Dodge & Cox Stock FD	Mutual Funds	Self	N/A	None
Harbor Mid Cap Growth FD	Mutual Funds	Self	$1,001 - $15,000	None
American Fds Europac FD	Mutual Funds	Self	$1,001 - $15,000	None
Deaconess 401(k) Plan	Retirement & Pension	Self	$15,001 - $50,000	None
Davis NY Venture A FD	Mutual Funds	Self	$15,001 - $50,000	None
Eaton Large Cap Value A FD	Mutual Funds	Self	$50,001 - $100,000	None
Victory Divers Stk A FD	Mutual Funds	Self	$1,001 - $15,000	None
Spn Ext Mkt Index Inv FD	Mutual Funds	Self	$15,001 - $50,000	None
NB Genesis - TR CL FD	Mutual Funds	Self	$50,001 - $100,000	None
FID Diversified Intl FD	Mutual Funds	Self	$15,001 - $50,000	None
Spn US Bond Idx Inv FD	Mutual Funds	Self	$50,001 - $100,000	None
Deaconess 457B Plan	Retirement & Pension	Self	$100,001 - $250,000	None
FID Dividend Gr FD	Mutual Funds	Self	$1,001 - $15,000	None
Iws Value II A FD	Mutual Funds	Self	$5,001 - $15,000	None
Sph Ex Mkt Idx Inv FD	Mutual Funds	Spouse	$1,001 - $15,000	None
NB Genesis TR C I FD	Mutual Funds	Spouse	$1,001 - $15,000	None
FID Diversified Int'l FD	Mutual Funds	Spouse	$15,001 - $50,000	None
Sph US Bond Idx Inv FD	Mutual Funds	Spouse	$15,001 - $50,000	None
Charles Schwab IRA	Retirement & Pension	Self	$50,001 - $100,000	None
PIMCO Total Return FD	Mutual Funds	Self	N/A	None
Oakmark Equity Income FD	Mutual Funds	Self	$1,001 - $15,000	None
Old National Bank Account	Bank & Cash	Self	$15,001 - $50,000	Interest $1 - $200
Note Receivable - Buschon for Interest on Federal Income Tax Refund	Other	Self	$100,000 - $100,000	Interest $1,001 - $2,500
Refund	Other	Self	N/A	Interest $201 - $1,000

Trading Sector Allocation (from PTR trades)

Basic MaterialsN/A

TechnologyN/A

EnergyN/A

Financial Services$41K

Larry D. Bucshon trades Wealthiest members Most active traders IN 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).