Leonard Lance Net Worth & Financial Disclosure

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Annual financial disclosure for 2010, filed July 28, 2010. Includes 55 assets.

Year:

2013 2012 2011 2010 2009

Est. Net Worth

$4.4M

2010 annual disclosure

Total Assets

$2.7M - $6.1M

55 assets

Total Liabilities

0 liabilities

Total Trades

From PTR filings

Trade Volume

$759K

Midpoint of disclosed ranges

Net Worth Over Time

Show data table

Period	Est. net worth
2009	$4.3M
2009	$633K
2010	$4.4M
2010	$3.6M
2011	$2.3M
2011	$5.6M
2012	$5.2M
2013	$5.5M

Assets by Category

Retirement & Pension$1.4M (4)

Mutual Funds$1.3M (30)

Bank & Cash$909K (5)

Stocks$506K (11)

Other$191K (4)

Real Estate$175K (1)

Top Stock Holdings (from trades)

Delta Air Lines, Inc.DAL

$65K

PulteGroup, Inc.PHM

$41K

Frontier Communications CorporationFYBR

$8K

All Assets (55)

Asset	Type	Owner	Value	Income
Bank of America	Bank & Cash	Joint	$1 - $1,000	Interest $1 - $200
Bank of America MMA	Bank & Cash	Self	$50,001 - $100,000	Interest $1,001 - $2,500
Bank of America Common Stock(BAC)	Stocks	Spouse	$15,001 - $50,000	Dividends $1 - $200
Fidelity Investments	Other	Spouse	$50,001 - $100,000	Dividends $1 - $200
JP Morgan Retirement Plan	Retirement & Pension	Spouse	$250,001 - $500,000	Interest $15,001 - $50,000
JP Morgan Chase 401k	Retirement & Pension	Spouse	$500,001 - $1,000,000	Dividends/Capital Gains $50,001 - $100,000
Vanguard IRA	Retirement & Pension	Spouse	$50,001 - $100,000	Dividends $15,001 - $50,000
Scottrade MMA	Bank & Cash	Self	$50,001 - $100,000	Dividends $1 - $200
UBS Financial Services	Bank & Cash	Self	$500,001 - $1,000,000	Dividends $5,001 - $15,000
Vanguard IRA	Retirement & Pension	Self	$100,001 - $250,000	Dividends $15,001 - $50,000
Bank of America Checking	Bank & Cash	Self	$1,001 - $15,000	None
Office Building - 36 Center St Clinton NJ - 50% ownership Clinton, NJ, US	Real Estate	Self	$100,001 - $250,000	None
Estate of Mae Anderson	Other	Self	$50,001 - $100,000	None
Estate of Wesley Lance	Other	Self	$15,001 - $50,000	None
American Funds Euro Pacific Growth	Mutual Funds	Self	$50,001 - $100,000	None
FT Templeton Foreign Sm Co A	Mutual Funds	Self	$15,001 - $50,000	None
FT Templeton Global Bond	Mutual Funds	Self	$15,001 - $50,000	None
Ivy Global Natural Resources Fund	Mutual Funds	Self	$15,001 - $50,000	None
JP Morgan Mid Cap Value	Mutual Funds	Self	$15,001 - $50,000	None
Oppenheimer Developing Markets	Mutual Funds	Self	$15,001 - $50,000	None
UBS Pace Intl Emerging Markets	Mutual Funds	Self	$1,001 - $15,000	None
Alliance Bernstein Growth Fund of America	Mutual Funds	Self	$50,001 - $100,000	None
American Funds Growth Fund of America	Mutual Funds	Self	$15,001 - $50,000	None
American Funds Fundamental Investors	Mutual Funds	Self	$50,001 - $100,000	None
American Funds Washington Mutual Investors	Mutual Funds	Self	$15,001 - $50,000	None
Van Kempen Mid Growth Fund	Mutual Funds	Self	$15,001 - $50,000	None
Keeley Small Cap Value Fund	Mutual Funds	Self	$15,001 - $50,000	None
Eton Vance Large Cap Value Fund Class A	Mutual Funds	Self	$15,001 - $50,000	None
Capital Opportunity Investment	Mutual Funds	Self	$15,001 - $50,000	None
Emerging Markets Stock Index	Mutual Funds	Self	$1,001 - $15,000	None
Energy Fund Admiral	Mutual Funds	Self	$50,001 - $100,000	None
Precious Metals and Mining	Mutual Funds	Self	$15,001 - $50,000	None
Primecap Fund Investor	Mutual Funds	Self	$1,001 - $15,000	None
Windsor II Fund Investment	Mutual Funds	Self	$1,001 - $15,000	None
JP Morgan Chase Common Stock(JPM)	Stocks	Spouse	$250,001 - $500,000	None
JPMC ST Fixed Income Fund	Mutual Funds	Spouse	$100,001 - $250,000	None
JPMC Stable Value Fund	Mutual Funds	Spouse	$50,001 - $100,000	None
JPMC Growth and Income Fund	Mutual Funds	Spouse	$50,001 - $100,000	None
JPMC S&P 500 Index Fund	Mutual Funds	Spouse	$50,001 - $100,000	None
JPMC Small Cap Core Fund	Mutual Funds	Spouse	$50,001 - $100,000	None
JPMC Intl Large Cap Core Fund	Mutual Funds	Spouse	$15,001 - $50,000	None
MetLife Inc Stock(MET)	Stocks	Self	$1 - $1,000	None
Bank of America Stock(BAC)	Stocks	Self	$15,001 - $50,000	None
CoRTS Trust for First Union Intl Capital I	Other	Self	$1,001 - $15,000	None
Scudder Mutual Fund	Mutual Funds	Self	$1,001 - $15,000	None
Dreyfus Mutual Fund	Mutual Funds	Self	$1,001 - $15,000	None
Putnam Mutual Fund	Mutual Funds	Self	$1,001 - $15,000	None
Nuveen Mutual Fund	Mutual Funds	Self	$1,001 - $15,000	None
AT&T Common Stock(T)	Stocks	Self	$15,001 - $50,000	None
Comcast Common Stock(CMCSA)	Stocks	Self	$1,001 - $15,000	None
Qwest Common Stock(Q)	Stocks	Self	$1 - $1,000	None
Verizon Common Stock(VZ)	Stocks	Self	$1,001 - $15,000	None
Vodaphone Common Stock(VOD)	Stocks	Self	$1,001 - $15,000	None
Xcel Common Stock(XEL)	Stocks	Self	$1,001 - $15,000	None
Fairpoint Communications(FRP)	Stocks	Self	$1 - $1,000	None

Trading Sector Allocation (from PTR trades)

Consumer Cyclical$41K

Industrials$65K

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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).