Lloyd Doggett Net Worth & Financial Disclosure

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Annual financial disclosure for 2009, filed May 15, 2009. Includes 99 assets and 1 liabilities.

Year:

2013 2012 2010 2009 2008

Est. Net Worth

$12.9M

2009 annual disclosure

Total Assets

$7.3M - $19.2M

99 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$6.6M (33)

Real Estate$3.8M (8)

Stocks$2.3M (49)

Retirement & Pension$325K (3)

Bank & Cash$216K (3)

Other$16K (2)

Gov. Securities$8K (1)

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 (99)

Asset	Type	Owner	Value	Income
1157 San Bernard St Austin, TX, US	Real Estate	Self	$250,001 - $500,000	Rent $15,001 - $50,000
1200 Baylor #401 Austin, TX, US	Real Estate	Self	$250,001 - $500,000	Rent $15,001 - $50,000
21.12 Acres, Northern Dona Ana City (1/24 interest) Dona Ana City, NM, US	Real Estate	Self	N/A	Rent/Capital Gains $5,001 - $15,000
11109 Timberwood Austin, TX, US	Real Estate	Self	$25,001 - $50,000	None
6734 Spicewood Springs Travis County, TX, US	Real Estate	Self	$1,000,001 - $5,000,000	Rent $50,001 - $100,000
6045 Hercules (1/12 interest) El Paso, TX, US	Real Estate	Self	N/A	Rent/Capital Gains $5,001 - $15,000
8.16 acres Lohman's Ford Crossing Road, Travis Co., TX Travis Co., 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	$100,001 - $250,000	Capital Gains $5,001 - $15,000
American Century Ultra Fund	Mutual Funds	Self	$50,001 - $100,000	Dividends $201 - $1,000
Anadarko Petroleum(APC)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Apache Corp(APA)	Stocks	Self	$100,001 - $250,000	Dividends $201 - $1,000
Applied Materials Inc(AMAT)	Stocks	Self	$50,001 - $100,000	Dividends $201 - $1,000
AT&T Corp Com(T)	Stocks	Self	$15,001 - $50,000	Dividends $1,001 - $2,500
Bank of America Corp(BAC)	Stocks	Self	$1,001 - $15,000	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 Corp	Stocks	Self	$15,001 - $50,000	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 $201 - $1,000
Check Point 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	$1,001 - $15,000	None
Citigroup Inc(C)	Stocks	Self	$1,001 - $15,000	Dividends $201 - $1,000
Coca-Cola Company(KO)	Stocks	Self	$50,001 - $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 Appreciation Fund	Mutual Funds	Self	$50,001 - $250,000	Dividends $201 - $1,000
Dell Computer Corp(DELL)	Stocks	Self	$1,001 - $15,000	None
Dominion(D)	Stocks	Self	$1,001 - $15,000	Dividends $201 - $1,000
Energy East	Stocks	Self	N/A	Dividends/Capital Gains $5,001 - $15,000
Exxon Mobil Corp Com(XOM)	Stocks	Self	$100,001 - $250,000	Dividends $2,501 - $5,000
First Energy(FE)	Stocks	Self	$50,001 - $100,000	Dividends $1,001 - $2,500
Franklin Mutual Shares Fund	Mutual Funds	Self	$100,001 - $250,000	Dividends $2,501 - $5,000
General Electric Co Com(GE)	Stocks	Self	$15,001 - $50,000	Dividends $1,001 - $2,500
Guaranty Bank	Bank & Cash	Self	$100,001 - $250,000	Interest $201 - $1,000
Hassan Abyssas Note (N. Piedras Sale)	Other	Self	$1,001 - $15,000	Interest $201 - $1,000
Home Depot Inc Com(HD)	Stocks	Self	$15,001 - $50,000	Dividends $1,001 - $2,500
Honeywell International(HON)	Stocks	Self	$15,001 - $50,000	Dividends $201 - $1,000
NuSD Mun INCM Tr SR 86	Gov. Securities	Self	$1,001 - $15,000	Interest $1 - $200
Intel Corp Com(INTC)	Stocks	Self	$15,001 - $50,000	Dividends $1,001 - $2,500
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 $1,001 - $2,500
Janus Perkins Mid Cap Value Fund	Mutual Funds	Self	$50,001 - $100,000	Dividends/Gains $5,001 - $15,000
Janus Twenty Fund	Mutual Funds	Self	$50,001 - $100,000	None
Jensen Portfolio Fund	Mutual Funds	Self	$15,001 - $50,000	Dividends $1 - $200
Johnson & Johnson(JNJ)	Stocks	Self	$50,001 - $100,000	Dividends $1,001 - $2,500
Luminex Corp Com New(LMNX)	Stocks	Self	$15,001 - $50,000	None
Merck & Co Inc(MRK)	Stocks	Self	$50,001 - $100,000	Dividends $2,501 - $5,000
Miramar Interc MFE Farland Tract Waco, TX, US	Real Estate	Self	$1,001 - $15,000	Royalty $201 - $1,000
Nokia Corp Sponsored ADR(NOK)	Stocks	Self	$15,001 - $50,000	Dividends $1,001 - $2,500
Nuveen Inter Duration Muni Bond Fund	Mutual Funds	Self	$1,001 - $15,000	Dividends $201 - $1,000
Nuveen Multi-Manager (formerly Large Cap Value Fund)	Mutual Funds	Self	$15,001 - $50,000	Dividends/Gains $201 - $1,000
Nuveen Muni Adv Fund	Mutual Funds	Self	$15,001 - $50,000	Dividends $1,001 - $2,500
Oakmark International Fund	Mutual Funds	Self	$250,001 - $500,000	Dividends/Gains $5,001 - $15,000
One Earth Bank Holdings (preoperating funds)	Other	Self	$1,001 - $15,000	None
Oppenheimer Strategic	Mutual Funds	Self	$1,001 - $15,000	None
Oracle Corp Com(ORCL)	Stocks	Self	$15,001 - $50,000	None
Pfizer Inc(PFE)	Stocks	Self	$15,001 - $50,000	Dividends $1,001 - $2,500
PPG Industries Inc(PPG)	Stocks	Self	$15,001 - $50,000	Dividends $1,001 - $2,500
Price Science and Technology	Stocks	Self	$50,001 - $250,000	None
Proctor & Gamble Co(PG)	Stocks	Self	$50,001 - $100,000	Dividends $2,501 - $5,000
Prosperity Bank(PB)	Stocks	Self	$50,001 - $100,000	Interest $201 - $1,000
Schwab Muni Money Fund	Mutual Funds	Self	$50,001 - $100,000	Dividends $2,501 - $5,000
Selected American Shares	Mutual Funds	Self	$50,001 - $100,000	Dividends $1 - $200
Sprint/Nextel Corp(S)	Stocks	Self	$1,001 - $15,000	None
Supertex Inc	Stocks	Self	$15,001 - $50,000	None
Texas Instruments Inc(TXN)	Stocks	Self	$15,001 - $50,000	Dividends $201 - $1,000
TIAA-CREF Retirement - Global Equities	Retirement & Pension	Self	$50,001 - $100,000	None
TIAA-CREF Retirement - Real Estate	Retirement & Pension	Self	$100,001 - $250,000	None
TIAA-CREF Retirement - Stock	Retirement & Pension	Self	$50,001 - $100,000	None
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 $15,001 - $50,000
Vanguard Growth Index Fund Admiral	Mutual Funds	Self	$100,001 - $250,000	Dividends $1,001 - $2,500
Vanguard Int. Term Tax-Exempt Fund Admiral	Mutual Funds	Self	$250,001 - $500,000	Dividends $5,001 - $15,000
Vanguard Long-Term Corp Admiral	Mutual Funds	Self	$100,001 - $250,000	Dividends $5,001 - $15,000
Vanguard Int'l Term Tax-Exempt Fund Admiral	Mutual Funds	Self	$250,001 - $500,000	Dividends $5,001 - $15,000
Vanguard PRIMECAP Fund Admiral	Mutual Funds	Self	$250,001 - $500,000	Dividends/Gains $15,001 - $50,000
Vanguard Selected Value Fund	Mutual Funds	Self	$500,001 - $1,000,000	Dividends/Gains $5,001 - $15,000
Vanguard Short Term Bond Index	Mutual Funds	Self	$100,001 - $250,000	Dividends $1,001 - $2,500
Vanguard Short Term Investment Grade	Mutual Funds	Self	N/A	Dividends $1 - $200
Vanguard Small-Cap Index Fund Inv	Mutual Funds	Self	$50,001 - $100,000	Dividends $1,001 - $2,500
Vanguard Tax Exempt MM	Mutual Funds	Spouse	$250,001 - $500,000	Dividends $2,501 - $5,000
Vanguard Total Stock Market	Mutual Funds	Spouse	$250,001 - $500,000	Dividends/Gains $5,001 - $15,000
Vanguard U.S. Growth Fund Admiral	Mutual Funds	Self	$250,001 - $500,000	Dividends $2,501 - $5,000
Vanguard Wellesley Income Fund	Mutual Funds	Self	$1,001 - $15,000	Dividends $201 - $1,000
Vanguard Windsor II Fund	Mutual Funds	Spouse	$50,001 - $100,000	Dividends $2,501 - $5,000
Verizon Communications Com(VZ)	Stocks	Self	$15,001 - $50,000	Dividends $201 - $1,000
Virtus Value Opportunity Fund (formerly Phoenix Focused Fund)	Mutual Funds	Spouse	$100,001 - $250,000	Dividends/Gains $1,001 - $2,500
Wachovia	Bank & Cash	Spouse	$1,001 - $15,000	Dividends $1,001 - $2,500
Waste Management Inc(WM)	Stocks	Self	$15,001 - $50,000	Dividends $201 - $1,000
Weitz Value	Mutual Funds	Self	$250,001 - $500,000	None
Western Union(WU)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Whole Foods Mkt Inc(WFM)	Stocks	Self	$100,001 - $250,000	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).