Lloyd Doggett Net Worth & Financial Disclosure

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Annual financial disclosure for 2013, filed August 9, 2013. Includes 90 assets and 1 liabilities.

Year:

2013 2012 2010 2009 2008

Est. Net Worth

$20.7M

2013 annual disclosure

Total Assets

$10.5M - $31.5M

90 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$10.9M (39)

Stocks$6M (42)

Real Estate$4.1M (5)

Other$16K (2)

Bank & Cash$8K (1)

Retirement & Pension$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 (90)

Asset	Type	Owner	Value	Income
1757 San Bernard St Austin, TX, US	Real Estate	Self	$250,001 - $500,000	Rent $5,001 - $15,000
1200 Baylor #401 Austin, TX, US	Real Estate	Self	$250,001 - $500,000	Rent $15,001 - $50,000
3800 Kenwood Austin, TX, US	Real Estate	Self	$250,001 - $500,000	None
6734 Spicewood Springs Austin, TX, US	Real Estate	Self	$1,000,001 - $5,000,000	Rent $50,001 - $100,000
American Century Ultra Fund	Mutual Funds	Self	$100,001 - $250,000	Dividends $201 - $1,000
Anadarko Petroleum(APC)	Stocks	Self	$50,001 - $100,000	Dividends $1 - $200
Apache Corp(APA)	Stocks	Self	$100,001 - $250,000	Dividends $201 - $1,000
Applied Materials Inc(AMAT)	Stocks	Self	$15,001 - $50,000	Dividends $201 - $1,000
AT&T Corp Com(T)	Stocks	Spouse	$1,001 - $15,000	Dividends $201 - $1,000
Bank of America Corp(BAC)	Stocks	Spouse	N/A	Dividends $1 - $200
Baxter International(BAX)	Stocks	Spouse	$15,001 - $50,000	Dividends $201 - $1,000
Berkshire Hathaway B (BNSF exchange)(BRK.B)	Stocks	Self	$50,001 - $100,000	None
Bristol-Myers Squibb Co(BMY)	Stocks	Spouse	$1,001 - $15,000	Dividends $201 - $1,000
Charles Schwab Corp(SCHW)	Stocks	Self	$15,001 - $50,000	Dividends $201 - $1,000
Checkpoint Software(CHKP)	Stocks	Self	$50,001 - $100,000	None
Chevron Corp Com(CVX)	Stocks	Self	$50,001 - $100,000	Dividends $2,501 - $5,000
Cisco Systems Inc(CSCO)	Stocks	Self	$1,001 - $15,000	Dividends $201 - $1,000
Citigroup Inc(C)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Coca-Cola Company(KO)	Stocks	Self	$100,001 - $250,000	Dividends $2,501 - $5,000
Compass Bank	Stocks	Self	$100,001 - $250,000	Interest $201 - $1,000
Congressional Federal Credit Union	Bank & Cash	Spouse	$1,001 - $15,000	Interest $1 - $200
Dell Computer Corp(DELL)	Stocks	Spouse	$1,001 - $15,000	Dividends $1 - $200
Exxon Mobil Corp(XOM)	Stocks	Spouse	$100,001 - $250,000	Dividends $5,001 - $15,000
First Energy(FE)	Stocks	Spouse	N/A	Dividends $1,001 - $2,500
Franklin Mutual Shares Fund	Mutual Funds	Spouse	$100,001 - $250,000	Dividends $2,501 - $5,000
General Electric Co Com(GE)	Stocks	Spouse	$15,001 - $50,000	Dividends $201 - $1,000
Hasan Abu-Isa Note (through Mountain States Escrow)	Other	Spouse	$1,001 - $15,000	Interest $201 - $1,000
Home Depot Inc(HD)	Stocks	Spouse	$100,001 - $250,000	Dividends $1,001 - $2,500
Honeywell International(HON)	Stocks	Spouse	$15,001 - $50,000	Dividends $1,001 - $2,500
INSD MUN INCM TR SR 86 Semi-Annual	Other	Spouse	$1,001 - $15,000	Interest $1 - $200
Intel Corp Com(INTC)	Stocks	Spouse	$50,001 - $100,000	Dividends $1,001 - $2,500
International Business Machines(IBM)	Stocks	Spouse	$250,001 - $500,000	Dividends $5,001 - $15,000
International Paper Co.(IP)	Stocks	Spouse	$1,001 - $15,000	Dividends $201 - $1,000
Invesco Small Cap Growth	Mutual Funds	Spouse	$250,001 - $500,000	Dividends/Gains $15,001 - $50,000
Invesco Van Kampen Equity and Income Fund	Mutual Funds	Spouse	$50,001 - $100,000	Dividends $1,001 - $2,500
J P Morgan Chase & Co Com(JPM)	Stocks	Self	$50,001 - $100,000	Dividends $1,001 - $2,500
Janus Fund	Mutual Funds	Self	$100,001 - $250,000	Dividends $201 - $1,000
Janus Twenty Fund	Mutual Funds	Self	$50,001 - $100,000	Dividends/Capital Gains $2,501 - $5,000
Jensen Quality Growth Fund Class J	Mutual Funds	Self	$100,001 - $250,000	None
Johnson & Johnson(JNJ)	Stocks	Self	$50,001 - $100,000	Dividends $1,001 - $2,500
Luminex Corp Com New(LMNX)	Stocks	Self	$50,001 - $100,000	None
Merck & Co Inc(MRK)	Stocks	Self	$50,001 - $100,000	Dividends $2,501 - $5,000
Metlife Stable Value Option 1	Retirement & Pension	Self	$1,001 - $15,000	None
Mineral Interest, McFarland Tract, Ward Co., TX Ward County, TX, US	Real Estate	Self	$1,001 - $15,000	None
Nokia Corp Sponsored ADR(NOK)	Stocks	Self	$1,001 - $15,000	Dividends $201 - $1,000
Nuveen Interest Bond Fund Duration Muni	Mutual Funds	Self	$15,001 - $50,000	Dividends $201 - $1,000
Nuveen Multi-Manager	Mutual Funds	Self	$15,001 - $50,000	Dividends $201 - $1,000
Nuveen Muni Adv Fund	Mutual Funds	Self	$15,001 - $50,000	Dividends $1,001 - $2,500
Oakmark International Fund	Mutual Funds	Spouse	$500,001 - $1,000,000	Dividends $5,001 - $15,000
Oppenheimer Developing Markets Fund Class I (formerly CL A)	Mutual Funds	Spouse	$15,001 - $50,000	Gains $201 - $1,000
Oppenheimer Global Strategic	Mutual Funds	Spouse	$15,001 - $50,000	Dividends $201 - $1,000
Oracle Corp(ORCL)	Stocks	Self	$50,001 - $100,000	Dividends $201 - $1,000
Perkins Mid Cap Value Fund	Mutual Funds	Self	$100,001 - $250,000	Dividends/Capital Gains $5,001 - $15,000
Pfizer Inc(PFE)	Stocks	Self	$15,001 - $50,000	Dividends $1,001 - $2,500
PPG Industries Inc(PPG)	Stocks	Self	$100,001 - $250,000	Dividends $2,501 - $5,000
Procter & Gamble Co(PG)	Stocks	Self	$250,001 - $500,000	Dividends $5,001 - $15,000
Prosperity Bank(PB)	Stocks	Self	$50,001 - $100,000	Interest $201 - $1,000
Schwab Govt Money Fund	Mutual Funds	Self	$250,001 - $500,000	Dividends $1 - $200
Schwab Muni Money Fund	Mutual Funds	Self	$15,001 - $50,000	Dividends $1 - $200
Selected American Fund	Mutual Funds	Joint	N/A	Dividends/Capital Gains $5,001 - $15,000
SprintNextel Corp(S)	Stocks	Spouse	$1,001 - $15,000	None
Supertex Inc(SUPX)	Stocks	Spouse	N/A	Dividends $201 - $1,000
T. Rowe Price Real Estate	Mutual Funds	Spouse	$15,001 - $50,000	Dividends $201 - $1,000
T. Rowe Price Science and Technology	Mutual Funds	Spouse	$250,001 - $500,000	None
Texas Instruments Inc(TXN)	Stocks	Spouse	$15,001 - $50,000	Dividends $201 - $1,000
TIAA-CREF Retirement - Global Equities	Mutual Funds	Spouse	$50,001 - $100,000	None
TIAA-CREF Retirement - Real Estate	Mutual Funds	Spouse	$100,001 - $250,000	None
TIAA-CREF Retirement - Stock	Mutual Funds	Spouse	$15,001 - $50,000	None
Union Pacific Corp(UNP)	Stocks	Spouse	$5,001 - $15,000	Dividends $1,001 - $2,500
Vanguard Convertible Securities	Mutual Funds	Self	$1,000,001 - $5,000,000	Dividends/Capital Gains $50,001 - $100,000
Vanguard Energy Fund Investor	Mutual Funds	Self	$15,001 - $50,000	Dividends/Capital Gains $1,001 - $2,500
Vanguard Growth Index Fund Admiral	Mutual Funds	Self	$250,001 - $500,000	Dividends $2,501 - $5,000
Vanguard Intermediate-Term Tax-Exempt Fund Admiral	Mutual Funds	Self	$100,001 - $250,000	Dividends/Gains $5,001 - $15,000
Vanguard Long-Term Corporate Bond Fund Admiral	Mutual Funds	Self	$100,001 - $250,000	Dividends/Capital Gains $5,001 - $15,000
Vanguard Limited-Term Tax-Exempt Fund Admiral	Mutual Funds	Self	$100,001 - $250,000	Dividends $2,501 - $5,000
Vanguard PRIMECAP Fund Admiral	Mutual Funds	Self	$500,001 - $1,000,000	Dividends/Gains $5,001 - $15,000
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/Capital Gains $1,001 - $2,500
Vanguard Small-Cap Index Fund Inv	Mutual Funds	Self	$100,001 - $250,000	Dividends $1,001 - $2,500
Vanguard Tax Exempt MM	Mutual Funds	Self	$1,001 - $15,000	Dividends $1 - $200
Vanguard Total Bond Market Index Fund	Mutual Funds	Self	$15,001 - $50,000	Dividends $201 - $1,000
Vanguard Total Stock Market	Mutual Funds	Self	$500,001 - $1,000,000	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 Fund	Mutual Funds	Self	$1,001 - $15,000	None
Vanguard Windsor II Fund	Mutual Funds	Self	$50,001 - $100,000	Dividends $1,001 - $2,500
Verizon Communications Com(VZ)	Stocks	Spouse	$15,001 - $50,000	Dividends $1,001 - $2,500
Weitz Value	Mutual Funds	Spouse	$50,001 - $100,000	Dividends $201 - $1,000
Wells Fargo(WFC)	Stocks	Self	$1,001 - $15,000	Dividends $201 - $1,000
Whole Foods Mkt Inc(WFM)	Stocks	Self	$1,000,001 - $5,000,000	Dividends/Gains $15,001 - $50,000
Xerox Corporation(XRX)	Stocks	Self	$1,001 - $15,000	None

Liabilities (1)

Creditor	Type	Amount	Rate	Term
Prosperity Bank, Austin (formerly 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).