Paul D. Ryan

Paul D. Ryan Net Worth & Financial Disclosure

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Annual financial disclosure for 2010, filed May 25, 2010. Includes 105 assets.

Est. Net Worth
$2.4M
2010 annual disclosure
Total Assets
$1.1M - $3.7M
105 assets
Total Liabilities
$0
0 liabilities
Total Trades
160
From PTR filings
Trade Volume
$2M
Midpoint of disclosed ranges

Net Worth Over Time

Show data table
PeriodEst. 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

Mutual Funds$731K (31)
Retirement & Pension$647K (11)
Stocks$394K (44)
LLC / Partnership$323K (5)
Real Estate$199K (4)
Bank & Cash$65K (5)
Other$33K (1)
ETFs$16K (3)
Gov. Securities$8K (1)

Top Stock Holdings (from trades)

All Assets (105)

AssetValue
$1,001 - $15,000
Fidelity Contrafund
$50,001 - $100,000
Hartford Capital Appreciation Fund
$1,001 - $15,000
Hartford Disciplined Equity Fund
$1,001 - $15,000
Hartford Dividend & Growth Fund (formerly Hartford...)
$1,001 - $15,000
Hartford Global Equity Fund
$1,001 - $15,000
Hartford Global Health Fund (formerly...)
$1,001 - $15,000
Hartford Global Research Fund
$1,001 - $15,000
Hartford Midcap Fund
$1,001 - $15,000
$1,001 - $15,000
Janus Worldwide Fund
$15,001 - $50,000
Johnson Bank - Checking Accounts
$1,001 - $15,000
Morgan Stanley Money Market Account
$15,001 - $50,000
$1,001 - $15,000
Landmark Bank Savings Account
$1,001 - $15,000
LICO-Little Land Company L.P.
OK, US
$50,001 - $100,000
LICO-Interest in Situation Fund, L.P.
Nashville, TN, US
$15,001 - $50,000
Timber, Madill OK
Madill, OK, US
$1,001 - $15,000
River Pine Limited Co.
Madill, OK, US
$1,001 - $15,000
Certain interest in ADA, OK
ADA, OK, US
$1,001 - $15,000
LICO-Real Estate in Madill OK
Madill, OK, US
$1,001 - $15,000
Mineral Rights, Madill OK
Madill, OK, US
$100,001 - $250,000
Old Mutual Focused Dividend Growth Fund
$15,001 - $50,000
Red River Pine Limited Co.
Madill, OK, US
$15,001 - $50,000
RHIP - T. Rowe Price Investment Fund (70% Interest, Individual)
$250,001 - $500,000
RHIP - Artisan International Fund
$1,001 - $15,000
$1,001 - $15,000
$1,001 - $15,000
$1,001 - $15,000
$1,001 - $15,000
RHIP - Eaton Vance Tax-Managed Global Diversified Equity Income Fund
$1,001 - $15,000
$1,001 - $15,000
RHIP - Harbor International Fund
$1,001 - $15,000
$100,001 - $250,000
$15,001 - $50,000
RLT-Note Receivable - ERD
$15,001 - $50,000
RLT-PIMCO Total Return
$1,001 - $15,000
$15,001 - $50,000
$15,001 - $50,000
RLT-USAA Govt Money Market
$50,001 - $100,000
RLT-Summit Credit Union Savings Accounts
$1,001 - $15,000
$15,001 - $50,000
$1,001 - $15,000
RLP-Ryan Limited Partnership Interest
Madison, WI, US
$100,001 - $250,000
$1,001 - $15,000
$15,001 - $50,000
RLP-American Funds Growth Fund
$1,001 - $15,000
RLP-Pacific Growth Fund
$1,001 - $15,000
Corp Stock
N/A
$1,001 - $15,000
$1,001 - $15,000
$1,001 - $15,000
$1,001 - $15,000
BBH Real Return Fund
N/A
$1,001 - $15,000
$1,001 - $15,000
$1,001 - $15,000
$1,001 - $15,000
$1,001 - $15,000
N/A
$1,001 - $15,000
First American Intermediate Term Bond Fund Y
$1,001 - $15,000
First American Prime Obligation Fund Y
$1,001 - $15,000
First American Short Term Bond Fund Y
$1,001 - $15,000
$1,001 - $15,000
$1,001 - $15,000
$1,001 - $15,000
N/A
iShares MSCI Emerging Markets ETF
$1,001 - $15,000
Barclays TIPS
$1,001 - $15,000
N/A
N/A
$1,001 - $15,000
$1,001 - $15,000
$1,001 - $15,000
N/A
Neuberger Berman Genesis Instl Fund
$1,001 - $15,000
RL-AskMark Global Fund
$1,001 - $15,000
$1,001 - $15,000
$1,001 - $15,000
$1,001 - $15,000
RL-PIMCO Total Return Fund
$15,001 - $50,000
$1,001 - $15,000
$1,001 - $15,000
$1,001 - $15,000
$1,001 - $15,000
N/A
$1,001 - $15,000
RL-Schwab One Money Market
$1,001 - $15,000
RL-Schwab YieldPlus Fund
$1,001 - $15,000
RL-Scout International Fund
$1,001 - $15,000
RLP-T Rowe Price Mid Cap Growth Fund
$1,001 - $15,000
Cap Trust Rowe Price Mid Cap Value Fund
$1,001 - $15,000
RLP-T Rowe Price Small Cap Value Fund
$1,001 - $15,000
$1,001 - $15,000
$1,001 - $15,000
Vanguard Explorer Fund
$1,001 - $15,000
Vanguard Total Stock Mkt ETF
N/A
$1,001 - $15,000
T Rowe Price Equity Income Fund
$15,001 - $50,000
American Funds New Horizons Fund
$15,001 - $50,000
$1,001 - $15,000
$1,001 - $15,000
Wells Fargo Advantage Funds 529 College Savings Plan Aged Based Portfolio for Daughter (Aggressive Portfolio)
$100,001 - $250,000
Wells Fargo Advantage Funds 529 College Savings Plan Aged Based Portfolio for Daughter (Less Aggressive Portfolio)
$50,001 - $100,000

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
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).
Paul D. Ryan Net Worth & Financial Disclosure 2010: Assets & Portfolio | Congress Stock Tracker