Paul D. Ryan Net Worth & Financial Disclosure

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Annual financial disclosure for 2008, filed May 15, 2008. Includes 132 assets.

Year:

2013 2012 2011 2010 2009 2008

Est. Net Worth

$2.7M

2008 annual disclosure

Total Assets

$1.2M - $4.1M

132 assets

Total Liabilities

0 liabilities

Total Trades

160

From PTR filings

Trade Volume

$2M

Midpoint of disclosed ranges

Net Worth Over Time

Show data table

Period	Est. net worth
2008	$2.7M
2009	$2.6M
2010	$2.4M
2010	$3.2M
2011	$2.9M
2012	$2.6M
2012	$16.8M
2013	$5.7M

Assets by Category

Stocks$948K (89)

LLC / Partnership$873K (7)

Mutual Funds$673K (25)

Bank & Cash$164K (6)

Real Estate$16K (2)

ETFs$8K (1)

Gov. Securities$501 (2)

Top Stock Holdings (from trades)

RHI-HOME DEPOT, INC. STOCKHD

$33K

iShares MSCI Emerging Markets ETFEEM

$32K

RLP-Apache Corp StockAPA

$24K

All Assets (132)

Asset	Type	Owner	Value	Income
AAR Corp Stock (formerly Aaron Co)(AIR)	Stocks	Spouse	$50,001 - $100,000	Dividends $201 - $1,000
Baxter International, Inc. Stock(BAX)	Stocks	Spouse	$15,001 - $50,000	Dividends $201 - $1,000
Duke Realty Corp. Stock(DRE)	Stocks	Spouse	$15,001 - $50,000	Dividends/Capital Gains $201 - $1,000
Edward Jones Money Market	Bank & Cash	Spouse	$15,001 - $50,000	Interest $1 - $200
AVA O Limited Co. (76.93% Interest)	LLC / Partnership	Spouse	$100,001 - $250,000	Other/Partnership Income $50,001 - $100,000
AXIS Capital Holdings International Group Stock(AXS)	Stocks	Spouse	$1,001 - $15,000	Dividends $1 - $200
Edwards Lifesciences Corp. Stock(EW)	Stocks	Spouse	$1,001 - $15,000	None
Fidelity Contrafund	Mutual Funds	Spouse	$15,001 - $50,000	Dividends/Capital Gains $5,001 - $15,000
Hartford Capital Appreciation Fund B	Mutual Funds	Spouse	$1,001 - $15,000	Dividends/Capital Gains $1,001 - $2,500
Hartford Disciplined Equity Fund B	Mutual Funds	Spouse	$1,001 - $15,000	None
Hartford Global Growth Fund B (Global Leaders Fund B)	Mutual Funds	Spouse	$15,001 - $50,000	Dividends/Capital Gains $1,001 - $2,500
Hartford Global Health Fund B	Mutual Funds	Spouse	$1,001 - $15,000	Dividends/Capital Gains $201 - $1,000
Hartford MidCap Fund B	Mutual Funds	Spouse	$1,001 - $15,000	None
Hartford Stock Fund B	Mutual Funds	Spouse	$1,001 - $15,000	Dividends/Capital Gains $2,501 - $5,000
Intel Corp. Stock(INTC)	Stocks	Spouse	$1,001 - $15,000	Dividends $1 - $200
Janus Worldwide Fund	Mutual Funds	Spouse	$15,001 - $50,000	Dividends $1 - $200
Johnson Bank Checking Account	Bank & Cash	Joint	$1,001 - $15,000	Interest $1 - $200
Johnson Bank Money Market Accounts	Bank & Cash	Joint	$50,001 - $100,000	Interest $1 - $200
JP Morgan Chase & Co.(JPM)	Stocks	Spouse	$15,001 - $50,000	Dividends $201 - $1,000
Landmark Bank Savings Account	Bank & Cash	Spouse	$1,001 - $15,000	Interest $1 - $200
Land O'Lakes, Inc. Arden Hills, MN, US	LLC / Partnership	Spouse	$50,001 - $100,000	Other Partnership Income $15,001 - $50,000
Midland Capital Holdings / Reserves Money Capital	Mutual Funds	Spouse	$1,001 - $15,000	Dividends $1 - $200
Grand River Dam Authority (OK) Bonds Oklahoma, US	Gov. Securities	Spouse	$1 - $1,000	Interest $1 - $200
Jeremiah Special Investment Nashville, TN, US	LLC / Partnership	Spouse	$15,001 - $50,000	Other Partnership Income $1 - $200
Red River Mfg Limited Co.; Timber Mfg. LLC	LLC / Partnership	Spouse	$1,001 - $15,000	Other Partnership Income
Landmark Bank CD	Bank & Cash	Spouse	$1,001 - $15,000	Interest $1 - $200
Real Estate in Ada, OK (80 lots, metes and bounds) Ada, OK, US	Real Estate	Spouse	$1,001 - $15,000	Rent $1 - $200
Real Estate in Norman, OK (36 acres) Norman, OK, US	Real Estate	Spouse	$1,001 - $15,000	Rent
JP Fund Mutual Growth Fund	Mutual Funds	Spouse	$15,001 - $50,000	Dividends $1 - $200
Red River Pine Limited Partnership (74.1% Interest) Oklahoma City, OK, US	LLC / Partnership	Spouse	$15,001 - $50,000	Other Partnership Income
RHIP-(Ryan-Hutter Partnership) Oklahoma City, OK, US	LLC / Partnership	Self	$250,001 - $500,000	Other Partnership Income $15,001 - $50,000
RHIP-AT&T Inc. Stock(T)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
RHIP-Bank of America Corp. Stock(BAC)	Stocks	Self	$15,001 - $50,000	Dividends $201 - $1,000
RHIP-Bank of New York Mellon Stock(BK)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
RHIP-Baxter International Inc. Stock(BAX)	Stocks	Self	$1,001 - $15,000	Dividends $201 - $1,000
RHIP-Citrix Systems, Inc. Stock(CTXS)	Stocks	Self	$1,001 - $15,000	None
RHIP-Eaton Vance Tax Adv Managed Diversified Equity Income Fund	Mutual Funds	Self	$1,001 - $15,000	Dividends $1 - $200
RHIP-Exxon Mobil Corp. Stock(XOM)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
RHIP-General Electric Co. Stock(GE)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
RHIP-General Electric Stock(GE)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
RHIP-Home Depot, Inc. Stock(HD)	Stocks	Self	$50,001 - $100,000	Dividends $5,001 - $15,000
RHIB-RJM Corp.	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
RHIB-Microsoft Corp.(MSFT)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
RHIB-Procter & Gamble Co.(PG)	Stocks	Self	$15,001 - $50,000	Dividends $201 - $1,000
RHIB-SCH Adv Cash Resrv Prem	Mutual Funds	Self	$15,001 - $50,000	Interest $201 - $1,000
RHIB-Wells Fargo & Co.(WFC)	Stocks	Self	$15,001 - $50,000	Dividends $201 - $1,000
Zimmer Holdings, Inc.(ZMH)	Stocks	Self	$1,001 - $15,000	None
RLP - Ryan Limited Partnership Investment Madison, WI, US	LLC / Partnership	Self	$100,001 - $250,000	Partnership Income $5,001 - $15,000
RLP-3M Co.(MMM)	Stocks	Self	N/A	Dividends/Capital Gains $1 - $200
RLP-Abbott Laboratories(ABT)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
RLP-Accenture Ltd.(ACN)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
RLP-Allstate Corp.(ALL)	Stocks	Self	N/A	Dividends/Capital Gains $1 - $200
RLP-Altria Group Inc.(MO)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Co-American Express Co.(AXP)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
American International Group Stock(AIG)	Stocks	Self	N/A	Dividends/Capital Gains
Amgen, Inc. Stock(AMGN)	Stocks	Self	N/A	Dividends/Capital Gains
Apache Corp Stock(APA)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Apple Computer Inc(AAPL)	Stocks	Self	$15,001 - $50,000	Dividends $1 - $200
Apple Inc. Stock(AAPL)	Stocks	Self	N/A	Capital Gains $201 - $1,000
Autodesk Inc Stock(ADSK)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Bank of America Corp Stock(BAC)	Stocks	Self	$15,001 - $50,000	Dividends $1 - $200
Bank of New York Mellon Index Institutional Fund	Mutual Funds	Self	$1,001 - $15,000	Dividends $1 - $200
Berkshire Hathaway Class B Stock(BRK.B)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
BP PLC ADR(BP)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Cisco Systems Inc Stock(CSCO)	Stocks	Self	$15,001 - $50,000	Dividends $1 - $200
Citigroup, Inc.(C)	Stocks	Self	N/A	Dividends/Capital Gains
ConocoPhillips(COP)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
CVS/Caremark RX Inc Stock(CVS)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
RL-ECOLAB INC STOCK(ECL)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
RL-EMERSON ELEC CO. STOCK(EMR)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
RL-EXXON MOBIL CORP(XOM)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
RL-FEDEX CORP. STOCK(FDX)	Stocks	Self	N/A	Dividends/Capital Gains $201 - $1,000
RL-FIRST AMERICAN INTERMEDIATE TERM BOND FUND Y	Mutual Funds	Self	$1,001 - $15,000	Dividends $201 - $1,000
RL-FIRST AMERICAN INTERNATIONAL FUND CL Y	Mutual Funds	Self	$1,001 - $15,000	Dividends/Capital Gains $201 - $1,000
RL-FIRST AMERICAN MID CAP GROWTH FUND Y	Mutual Funds	Self	$15,001 - $50,000	Capital Gains $1,001 - $2,500
RL-FIRST AMERICAN PRIME OBLIGATION FUND Y	Mutual Funds	Self	$50,001 - $100,000	Interest $1 - $200
RL-FIRST AMERICAN SMALL CAP GROWTH FUND Y	Mutual Funds	Self	$1,001 - $15,000	Dividends $1 - $200
RL-FIRST AMERICAN SMALL CAP INDEX FUND Y	Mutual Funds	Self	$1,001 - $15,000	Dividends/Capital Gains $201 - $1,000
RL-FIRST DATA CORP STOCK(FDC)	Stocks	Self	N/A	Dividends/Capital Gains $201 - $1,000
RL-FISERV INC STOCK(FISV)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
RL-GENERAL ELECTRIC CO STOCK(GE)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Goodrich Corp. Stock(GR)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Hewlett Packard Co. Stock(HPQ)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Illinois Tool Works Inc. Stock(ITW)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Intuit, Inc. Stock(INTU)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
J.C. Penney Company, Inc. Stock(JCP)	Stocks	Self	N/A	Dividends/Capital Gains $1 - $200
Johnson & Johnson Stock(JNJ)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Marshall & Ilsley Corp. Stock(MI)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Mastercard Inc. Stock(MA)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
McDonald's Corp. Stock(MCD)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
McGraw-Hill, Inc. Stock(MHP)	Stocks	Self	$1 - $1,000	Dividends $1 - $200
Medtronic, Inc. Stock(MDT)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Merrill Lynch & Co., Inc. Stock(MER)	Stocks	Self	N/A	Dividends/Capital Gains
Microsoft Corp. Stock(MSFT)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Monsanto Co. Stock(MON)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Motorola, Inc.(MSI)	Stocks	Self	N/A	Dividends/Capital Gains $1 - $200
Oakmark Global Fund	Mutual Funds	Self	$1,001 - $15,000	Dividends/Capital Gains $201 - $1,000
Omnicom Group Inc.(OMC)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Oracle Corporation(ORCL)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
PepsiCo, Inc.(PEP)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
PeytoMedia Corp. Stock	Stocks	Self	N/A	Dividends/Capital Gains $201 - $1,000
Praxair, Inc.(PX)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Procter & Gamble Co.(PG)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
QUALCOMM, Inc.(QCOM)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Republic Services, Inc.(RSG)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Schlumberger Ltd.(SLB)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Schwab One Money Market	Bank & Cash	Self	$15,001 - $50,000	Interest $1 - $200
Schwab YieldPlus	Mutual Funds	Self	$1,001 - $15,000	Dividends $201 - $1,000
Energy Select Sector SPDR Fund(XLE)	ETFs	Self	$1,001 - $15,000	Dividends $1 - $200
Staples Inc.(SPLS)	Stocks	Self	N/A	Dividends/Capital Gains $1 - $200
State Street Corp.(STT)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Sysco Corp.(SYY)	Stocks	Self	$1 - $1,000	Dividends $1 - $200
Teradata Corp.(TDC)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Takeda Pharmaceutical Inds.(TAK)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Texas Instruments Inc.(TXN)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
United Technologies Corp.(UTX)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
U.S. Treasury Bond (1/15/07)	Gov. Securities	Self	N/A	Interest $201 - $1,000
Vanguard GNMA Fund	Mutual Funds	Self	$1,001 - $15,000	Dividends $201 - $1,000
Varian Medical Systems Inc.(VAR)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Wal-Mart Stores, Inc.(WMT)	Stocks	Self	N/A	Dividends/Capital Gains
Walgreen Co.(WAG)	Stocks	Self	N/A	Dividends/Capital Gains
Wellpoint Inc.(WLP)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Wells Fargo & Co.(WFC)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
RIP-WETH Stock	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
RIP-Zimmer Holdings, Inc. Stock	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Southern Co. Stock(SO)	Stocks	Spouse	$1,001 - $15,000	Dividends $201 - $1,000
T. Rowe Price Equity Income Fund	Mutual Funds	Spouse	$15,001 - $50,000	Dividends/Cap Gains $2,501 - $5,000
T. Rowe Price New Horizons Fund	Mutual Funds	Spouse	$50,001 - $100,000	Dividends/Cap Gains $2,501 - $5,000
HCA Healthcare Stock(HCA)	Stocks	Spouse	$1,001 - $15,000	Dividends
TXU Corp. Stock(TXU)	Stocks	Spouse	N/A	Capital Gains $5,001 - $15,000
Verizon Communications Stock(VZ)	Stocks	Spouse	$15,001 - $50,000	Dividends $201 - $1,000
Wells Fargo Advantage Funds Evergreen Aged Based Portfolio 529 Plan (Elizabeth) (Wells Fargo Aggressive Portfolio)	Mutual Funds	DC	$100,001 - $250,000	Dividends

Trading Sector Allocation (from PTR trades)

Industrials$184K

Financial Services$144K

Energy$40K

Healthcare$104K

Retail Trade$24K

Consumer Cyclical$73K

Basic Materials$16K

Banking$72K

Utilities$8K

Communication Services$24K

Technology$96K

Real Estate$8K

Consumer Defensive$24K

Services$8K

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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).