Lloyd Doggett Net Worth & Financial Disclosure

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Annual financial disclosure for 2008, filed May 15, 2008. Includes 101 assets and 1 liabilities.

Year:

2013 2012 2010 2009 2008

Est. Net Worth

$14.5M

2008 annual disclosure

Total Assets

$8.3M - $21.5M

101 assets

Total Liabilities

$250K - $500K

1 liabilities

Total Trades

270

From PTR filings

Trade Volume

$3.5M

Midpoint of disclosed ranges

Net Worth Over Time

Show data table

Period	Est. net worth
2008	$14.5M
2009	$12.9M
2010	$30.4M
2010	$15.5M
2012	$15.5M
2013	$20.7M

Assets by Category

Mutual Funds$7.4M (32)

Real Estate$4M (8)

Stocks$3.3M (54)

Retirement & Pension$140K (3)

Bank & Cash$33K (1)

Other$33K (1)

Gov. Securities$8K (2)

Top Stock Holdings (from trades)

Whole Foods Market, Inc.WFM

$750K

International Business Machines CorporationIBM

$368K

The Procter & Gamble CompanyPG

$368K

The Home Depot, Inc.HD

$344K

The Coca-Cola CompanyKO

$304K

PPG Industries, Inc.PPG

$272K

Johnson & JohnsonJNJ

$136K

Berkshire Hathaway BBRK.B

$75K

All Assets (101)

Asset	Type	Owner	Value	Income
1157 San Bernard St Austin, TX, US	Real Estate	Self	$100,001 - $250,000	Rent $5,001 - $15,000
1200 Baylor #401 Austin, TX, US	Real Estate	Self	$250,001 - $500,000	Rent $5,001 - $15,000
21.12 Acres, Northern Dona Ana Dona Ana, NM, US	Real Estate	Self	$1,001 - $15,000	Rent $1 - $200
3800 Kerbey Ln. Austin, TX, US	Real Estate	Self	$250,001 - $500,000	None
734 Spicewood Springs Austin, TX, US	Real Estate	Self	$1,000,001 - $5,000,000	Rent $50,001 - $100,000
711 N. Piedras El Paso, TX, US	Real Estate	Self	$1,001 - $15,000	Rent $201 - $1,000
16 acres Lohmans Ford Crossing Road, Travis Co., TX Travis County, TX, US	Real Estate	Self	$15,001 - $50,000	None
AIM Basic Balanced Fund	Mutual Funds	Self	$50,001 - $100,000	Dividends $1,001 - $2,500
AIM Small Company Growth	Mutual Funds	Self	$250,001 - $500,000	Capital Gains $15,001 - $50,000
Alcatel Lucent (formerly Lucent Tech)(ALU)	Stocks	Self	$1,001 - $15,000	None
Alltel Corp.	Stocks	Self	N/A	Dividends $1 - $200
American Century Ultra Fund	Mutual Funds	Self	$100,001 - $250,000	Capital Gains $15,001 - $50,000
Anadarko Petroleum(APC)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Apache Corp(APA)	Stocks	Self	$50,001 - $100,000	Dividends $201 - $1,000
Applied Materials Inc(AMAT)	Stocks	Self	$15,001 - $50,000	Dividends $201 - $1,000
AT&T Corp(T)	Stocks	Self	$50,001 - $100,000	Dividends $1,001 - $2,500
Bank of America Corp(BAC)	Stocks	Self	$15,001 - $50,000	Dividends $1,001 - $2,500
Baxter International(BAX)	Stocks	Self	$1,001 - $15,000	Dividends $201 - $1,000
Bristol-Myers Squibb Co(BMY)	Stocks	Self	$1,001 - $15,000	Dividends $201 - $1,000
Burlington Northern Santa Fe Common(BNI)	Stocks	Self	$50,001 - $100,000	Dividends $201 - $1,000
CBS Corp(CBS)	Stocks	Self	$1,001 - $15,000	Dividends $201 - $1,000
Charles Schwab Corp(SCHW)	Stocks	Self	$15,001 - $50,000	Dividends $1,001 - $2,500
Checkpoint Software(CHKP)	Stocks	Self	$15,001 - $50,000	None
Chevron Corp Com(CVX)	Stocks	Self	$50,001 - $100,000	Dividends $1,001 - $2,500
Cisco Systems Inc(CSCO)	Stocks	Self	$15,001 - $50,000	None
Citigroup Inc(C)	Stocks	Self	$15,001 - $50,000	Dividends $1,001 - $2,500
Coca-Cola Company(KO)	Stocks	Self	$50,000 - $100,000	Dividends $1,001 - $2,500
Comcast(CMCSA)	Stocks	Self	$1,001 - $15,000	None
Computer Sciences Corp(CSC)	Stocks	Self	$15,001 - $50,000	None
Congressional Federal Credit Union	Bank & Cash	Self	$15,001 - $50,000	Interest $201 - $1,000
Credit Suisse Cap Apprec Fund	Mutual Funds	Self	$100,001 - $250,000	Dividends $1 - $200
Dell Computer Corp(DELL)	Stocks	Self	$1,001 - $15,000	None
Dominion(D)	Stocks	Self	$1,001 - $15,000	Dividends $201 - $1,000
Edwards A.G. Inc(EW)	Stocks	Self	N/A	Dividends $201 - $1,000
Energy East	Stocks	Self	$15,001 - $50,000	Dividends $1,001 - $2,500
Exxon Mobil Corp Com(XOM)	Stocks	Self	$100,001 - $250,000	Dividends $2,501 - $5,000
First Data Corp Common(FDC)	Stocks	Self	N/A	Dividends $1 - $200
First Energy(FE)	Stocks	Self	$15,001 - $50,000	Dividends $1,001 - $2,500
Franklin Mutual Shares Fund	Mutual Funds	Self	$100,001 - $250,000	Dividends $5,001 - $15,000
General Electric Co Com(GE)	Stocks	Self	$15,001 - $50,000	Dividends $1,001 - $2,500
Home Depot Inc Com(HD)	Stocks	Self	$50,001 - $100,000	Dividends $1,001 - $2,500
Honeywell International(HON)	Stocks	Self	$15,001 - $50,000	Dividends $201 - $1,000
INGD MUN INC TR SR 86	Gov. Securities	Self	$1,001 - $15,000	Interest $1 - $200
Intel Corp Com(INTC)	Stocks	Self	$50,001 - $100,000	Dividends $201 - $1,000
International Business Machines(IBM)	Stocks	Self	$100,001 - $250,000	Dividends $2,501 - $5,000
International Paper Co.(IP)	Stocks	Self	$1,001 - $15,000	Dividends $201 - $1,000
J P Morgan Chase & Co Com(JPM)	Stocks	Self	$50,001 - $100,000	Dividends $2,501 - $5,000
Janus Fund	Mutual Funds	Self	$100,001 - $250,000	Dividends $201 - $1,000
Janus Mid Cap Value Fund	Mutual Funds	Self	$100,001 - $250,000	Dividends/Gains $5,001 - $15,000
Janus Twenty Fund	Mutual Funds	Self	$50,001 - $100,000	Dividends $1 - $200
Jensen Portfolio Fund	Mutual Funds	Self	$15,001 - $50,000	Dividends $201 - $1,000
Johnson & Johnson(JNJ)	Stocks	Self	$50,001 - $100,000	Dividends $1,001 - $2,500
Lewisville ISD Tx Unl School District Due 8/15/07	Gov. Securities	Self	N/A	None
Luminex Corp Com New(LMNX)	Stocks	Self	$15,001 - $50,000	None
Merck & Co Inc(MRK)	Stocks	Self	$50,001 - $250,000	Dividends $2,501 - $5,000
Mineral Interest, McFarland Tract, Ward Co., TX Ward County, TX, US	Real Estate	Self	$1,001 - $15,000	Royalty $201 - $1,000
Newfield Exploration Co.(NFX)	Stocks	Self	N/A	None
Nokia Corp Sponsored ADR(NOK)	Stocks	Self	$50,001 - $100,000	Dividends $1,001 - $2,500
Nuveen Inter Duration Muni Bond Fund	Mutual Funds	Self	$1,001 - $15,000	Dividends $1 - $200
Nuveen Large Cap Value Fund	Mutual Funds	Self	$15,001 - $50,000	Dividends/Gains $201 - $1,000
Nuveen Muni Adv Fund	Mutual Funds	Self	$50,001 - $100,000	Dividends $1,001 - $2,500
Oakmark International Fund	Mutual Funds	Self	$100,001 - $500,000	Dividends/Gains $50,001 - $100,000
One Earth Bank Holdings (operating funds)	Other	Spouse	$15,001 - $50,000	None
Oppenheimer Strategic	Mutual Funds	Spouse	$1,001 - $15,000	Dividends $201 - $1,000
Oracle Corp Com(ORCL)	Stocks	Spouse	$15,001 - $50,000	None
Pfizer Inc(PFE)	Stocks	Spouse	$15,001 - $50,000	Dividends $1,001 - $2,500
Phoenix Focused Value	Mutual Funds	Spouse	$50,001 - $100,000	Dividends/Gains $15,001 - $50,000
PPG Industries Inc(PPG)	Stocks	Spouse	$50,001 - $100,000	Dividends $1,001 - $2,500
Price Science and Technology	Mutual Funds	Spouse	$250,001 - $500,000	None
Procter & Gamble Co(PG)	Stocks	Spouse	$250,001 - $500,000	Dividends $5,001 - $15,000
Prosperity Bank(PB)	Stocks	Spouse	$50,001 - $100,000	Interest $1,001 - $2,500
Schwab Muni Money Fund	Mutual Funds	Joint	$100,001 - $250,000	Dividends $5,001 - $15,000
Selected American Shares	Mutual Funds	Spouse	$100,001 - $250,000	Dividends $1,001 - $2,500
SprintNextel Corp(S)	Stocks	Spouse	$15,001 - $50,000	Dividends $201 - $1,000
Supertex Inc(SUPX)	Stocks	Spouse	$15,001 - $50,000	None
Texas Instruments Inc(TXN)	Stocks	Spouse	$15,001 - $50,000	Dividends $201 - $1,000
TIAA-CREF Retirement - Global Equities	Retirement & Pension	Self	$15,001 - $50,000	Gains $2,501 - $5,000
TIAA-CREF Retirement - Real Estate	Retirement & Pension	Self	$50,001 - $100,000	Gains $5,001 - $15,000
TIAA-CREF Retirement - Stock	Retirement & Pension	Self	$15,001 - $50,000	Gains $2,501 - $5,000
Time Warner Inc Com(TWX)	Stocks	Self	$1,001 - $15,000	Dividends $201 - $1,000
Union Pacific Corp(UNP)	Stocks	Self	$15,001 - $50,000	Dividends $201 - $1,000
Vanguard Convertible Securities	Mutual Funds	Self	$500,001 - $1,000,000	Dividends/Gains $50,001 - $100,000
Vanguard Growth Index Fund Admiral	Mutual Funds	Self	$250,001 - $500,000	Dividends $1,001 - $2,500
Vanguard Int'l Term Tax-Exempt Fund Admiral	Mutual Funds	Self	$250,001 - $500,000	Dividends $15,001 - $50,000
Vanguard Long-Term Corp Admiral	Mutual Funds	Self	$100,001 - $250,000	Dividends $5,001 - $15,000
Vanguard Ltd Term Tax-Exempt Fund Admiral	Mutual Funds	Self	$100,001 - $250,000	Dividends $5,001 - $15,000
Vanguard PRIMECAP Fund Admiral	Mutual Funds	Self	$500,001 - $1,000,000	Dividends/Gains $15,001 - $50,000
Vanguard Selected Value Fund	Mutual Funds	Self	$250,001 - $500,000	Dividends/Gains $15,001 - $50,000
Vanguard Small-Cap Index Fund Inv	Mutual Funds	Self	$50,001 - $100,000	Dividends $1,001 - $2,500
Vanguard Tax Exempt MM	Mutual Funds	Self	$50,001 - $100,000	Dividends $1,001 - $2,500
Vanguard Total Stock Market Admiral	Mutual Funds	Self	$250,001 - $500,000	Dividends/Gains $5,001 - $15,000
Vanguard U.S. Growth Fund Admiral	Mutual Funds	Self	$500,001 - $1,000,000	Dividends $5,001 - $15,000
Vanguard Wellesley Income	Mutual Funds	Self	$1,001 - $15,000	Dividends $201 - $1,000
Vanguard Windsor II Fund	Mutual Funds	Self	$50,001 - $100,000	Dividends $2,501 - $5,000
Verizon Communications Com(VZ)	Stocks	Self	$15,001 - $50,000	Dividends $201 - $1,000
Wachovia	Stocks	Self	$50,001 - $100,000	Dividends $201 - $1,000
Waste Management Inc(WM)	Stocks	Self	$15,001 - $50,000	Dividends $201 - $1,000
Weitz Value	Mutual Funds	Self	$250,001 - $500,000	Dividends/Gains $15,001 - $50,000
Western Union(WU)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Whole Foods Mkt Inc(WFM)	Stocks	Self	$500,001 - $1,000,000	Dividends $5,001 - $15,000
Xerox Corporation(XRX)	Stocks	Self	$1,001 - $15,000	None

Liabilities (1)

Creditor	Type	Amount	Rate	Term
Liberty Bank, Austin	other	$250,001 - $500,000	—	—

Trading Sector Allocation (from PTR trades)

Consumer Defensive$1.1M

Utilities$8K

Technology$368K

Consumer Cyclical$344K

Manufacturing$304K

Basic Materials$272K

Healthcare$136K

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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).