Paul D. Ryan Net Worth & Financial Disclosure

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Annual financial disclosure for 2012, filed May 15, 2012. Includes 98 assets and 1 liabilities.

Year:

2013 2012 2011 2010 2009 2008

Est. Net Worth

$2.6M

2012 annual disclosure

Total Assets

$1.4M - $4.5M

98 assets

Total Liabilities

$250K - $500K

1 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

LLC / Partnership$1M (9)

Mutual Funds$753K (30)

Stocks$707K (45)

Other$325K (3)

Real Estate$49K (3)

Bank & Cash$40K (5)

ETFs$16K (2)

Retirement & Pension$8K (1)

Top Stock Holdings (from trades)

RHI-HOME DEPOT, INC. STOCKHD

$33K

iShares MSCI Emerging Markets ETFEEM

$32K

RLP-Apache Corp StockAPA

$24K

All Assets (98)

Asset	Type	Owner	Value	Income
AVA O Limited Co.	LLC / Partnership	Spouse	$100,001 - $250,000	Partnership Income $15,001 - $50,000
Mellon Stock(BK)	Stocks	Spouse	N/A	Dividends & Capital Gains $2,501 - $5,000
Baxter International, Inc. Stock(BAX)	Stocks	Spouse	N/A	Dividends & Capital Gains $5,001 - $15,000
C & J Browne LLC Madill, OK, US	LLC / Partnership	Spouse	$100,001 - $250,000	Royalties $5,001 - $15,000
CMAR LLC (Member's share of royalty publishing agreement and capital expenses and charitable contributions)	LLC / Partnership	Spouse	N/A	Royalties $2,501 - $5,000
Edward Jones Money Market Fund	Mutual Funds	Spouse	$100,001 - $250,000	Dividends $1 - $200
Fidelity Contrafund	Mutual Funds	Spouse	$15,001 - $50,000	Dividends $1 - $200
Hartford Capital Appreciation Fund A	Mutual Funds	Spouse	$1,001 - $15,000	None
Hartford Capital Appreciation Fund A (Held in IRA)	Mutual Funds	Spouse	$1,001 - $15,000	Tax Deferred
Hartford Disciplined Equity Fund A (Held in IRA)	Mutual Funds	Spouse	$1,001 - $15,000	Tax Deferred
Hartford Dividend & Growth Fund A	Mutual Funds	Spouse	$50,001 - $100,000	None
Hartford Dividend & Growth Fund A (Held in IRA)	Mutual Funds	Spouse	$1,001 - $15,000	Tax Deferred
Hartford Global Research Fund A	Mutual Funds	Spouse	$1,001 - $15,000	Tax Deferred
Hartford Global Research Fund A (Held in IRA)	Mutual Funds	Spouse	$1,001 - $15,000	Tax Deferred
Hartford MidCap Fund A (Held in IRA)	Retirement & Pension	Spouse	$1,001 - $15,000	Tax Deferred
Janus Worldwide Fund	Mutual Funds	Spouse	$50,001 - $100,000	Dividends $1 - $200
Johnson Bank - Checking Accounts	Bank & Cash	Joint	$1,001 - $15,000	Interest $1 - $200
Johnson Bank - Money Market Account	Bank & Cash	Joint	$1,001 - $15,000	Interest $1 - $200
Kenosha Land Company, LLC	LLC / Partnership	Spouse	$50,001 - $100,000	Other - Partnership Income $5,001 - $15,000
LLC Interest in R6 Investment Fund, LP Nashville, TN, US	LLC / Partnership	Spouse	$15,001 - $50,000	Other - Partnership Income $201 - $1,000
Interest in United Bank Account	Bank & Cash	Spouse	$1,001 - $15,000	Interest $1 - $200
LLC Interest in Landmark Bank Account	Bank & Cash	Spouse	$1,001 - $15,000	Interest $1 - $200
LLC Interest in River Pine Limited Co. OK, US	LLC / Partnership	Spouse	$15,001 - $50,000	None
LLC - Mineral Rights Oklahoma, US	Real Estate	Spouse	$1,001 - $15,000	Other - Royalties $5,001 - $15,000
Cabin in Kingston Kingston, OK, US	Real Estate	Spouse	$15,001 - $50,000	None
LLC-Real Estate (Vacant Land) Oklahoma City, Oklahoma, US	Real Estate	Spouse	$1,001 - $15,000	None
Red River Pine Limited Partnership Oklahoma, US	LLC / Partnership	Spouse	$50,001 - $100,000	None
Lamar Advertising of Oklahoma, Inc. Oklahoma, US	Stocks	Spouse	$100,001 - $250,000	Other Rent or Royalties $15,001 - $50,000
Hutter Investment Partnership LP Lubbock, TX, US	LLC / Partnership	Self	$100,001 - $500,000	Other Partnership Income $5,001 - $15,000
Apple Inc. Stock(AAPL)	Stocks	Self	$1,001 - $15,000	None
Artisan International Fund	Mutual Funds	Self	$1,001 - $15,000	Dividends $1 - $200
Bank of New York Mellon Corp Stock(BK)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Berkshire Hathaway Inc. Class B Stock(BRK.B)	Stocks	Self	$1,001 - $15,000	Dividends $201 - $1,000
Citrix Systems, Inc. Stock(CTXS)	Stocks	Self	$1,001 - $15,000	None
Eaton Vance Tax-Managed Diversified Equity Income Fund	Mutual Funds	Self	$1,001 - $15,000	Dividends $201 - $1,000
Exxon Mobil Corp Stock(XOM)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
General Electric Co Stock(GE)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
RHP-Harbor International Fund	Mutual Funds	Self	$1,001 - $15,000	Dividends $1 - $200
RH-Home Depot, Inc.(HD)	Stocks	Self	$100,001 - $250,000	Dividends $1,001 - $2,500
RHP-International Business Machines Corp(IBM)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
RHP-Note Receivable - EDP	Other	Self	$50,001 - $100,000	None
RHP-PIMCO Total Return Fund	Mutual Funds	Self	$1,001 - $15,000	Dividends $1 - $200
RHP-Procter & Gamble Co(PG)	Stocks	Self	$15,001 - $50,000	Dividends $201 - $1,000
RHP-Schwab Money Market Investment	Mutual Funds	Self	$50,001 - $100,000	Dividends $1 - $200
U.S. Bank Credit Union Checking and Savings Accounts	Bank & Cash	Self	$1,001 - $15,000	Interest $1 - $200
Wells Fargo & Co(WFC)	Stocks	Self	$15,001 - $50,000	Dividends $201 - $1,000
RLP-Speaker Holdings, Inc.	Stocks	Self	$5,001 - $15,000	None
RLP-(Ryan Limited Partnership) (Real Estate Investment, Madison, WI) Individual Holdings Madison, WI, US	LLC / Partnership	Self	$100,001 - $250,000	Other - Partnership Income $5,001 - $15,000
RLP-Accenture, PLC(ACN)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
RLP-Air Products & Chemicals, Inc Stock(APD)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
RLP-Citrix Group, Inc Stock(CTXS)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
RLP-Amazon.com, Inc Stock(AMZN)	Stocks	Self	$1,001 - $15,000	None
RLP-American Century Small Cap Value Fund	Mutual Funds	Self	$1,001 - $15,000	Dividends $1 - $200
RLP-American Funds EuroPacific Growth Fund	Mutual Funds	Self	$1,001 - $15,000	Dividends $1 - $200
RLP-American Tower Corp Stock(AMT)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
RLP-Apple, Inc Stock(AAPL)	Stocks	Self	$1,001 - $15,000	None
RLP-Berkshire Hathaway Class B Stock(BRK.B)	Stocks	Self	$1,001 - $15,000	None
RLP-Danaher Corp Worldwide, Inc Stock(DHR)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
RLP-Cameron International Corp Stock(CAM)	Stocks	Self	$1,001 - $15,000	None
RLP-EMC Corp Stock(EMC)	Stocks	Self	$1,001 - $15,000	None
RLP-Estee Lauder Companies, Inc Stock(EL)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
RLP-PIMCO Total Return Fund Y / Prime Obligation Fund Y	Mutual Funds	Self	$1,001 - $15,000	None
RLP-Goodrich Corp Stock(GR)	Stocks	Self	N/A	Dividends & Capital Gains $1,001 - $2,500
RLP-Google Inc Stock(GOOG)	Stocks	Self	$1,001 - $15,000	None
RLP-International Business Machines Corp(IBM)	Stocks	Self	$1,001 - $15,000	None
RLP-iPath Dow Jones UBS Commodity Fund(DJP)	ETFs	Self	$1,001 - $15,000	None
iShares TR Barclays Emerging Markets ETF(EEM)	ETFs	Self	$1,001 - $15,000	Dividends $1 - $200
RLP-Kraft Foods Inc Stock(KFT)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
RLP-MasterCard, Inc Stock(MA)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
RLP-McDonald's Corp Stock(MCD)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Robertson Freeman Genesis Institutional	Mutual Funds	Self	$1,001 - $15,000	Dividends $1 - $200
RLP-Nike, Inc Stock(NKE)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
RLP-Nuveen Intermediate Term Bond Fund	Mutual Funds	Self	$1,001 - $15,000	Dividends $201 - $1,000
RLP-Nuveen Real Estate Securities Fund	Mutual Funds	Self	$1,001 - $15,000	Dividends $1 - $200
RLP-Oakmark Global Fund	Mutual Funds	Self	$1,001 - $15,000	None
RL-PERRIGO CO STOCK(PRGO)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
RL-PHILIP MORRIS INTERNATIONAL INC STOCK(PM)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
RL-PIMCO TOTAL RETURN FUND	Mutual Funds	Self	$15,001 - $50,000	Dividends $201 - $1,000
RLP-PRAXAIR INC STOCK(PX)	Stocks	Self	$5,001 - $15,000	Dividends $1 - $200
RL-PROCTER & GAMBLE CO STOCK(PG)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
RL-QUALCOMM, INC STOCK(QCOM)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
RL-RALPH LAUREN CORP(RL)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
RL-SCHWAB ONE MONEY MARKET	Mutual Funds	Self	$1,001 - $15,000	Interest $1 - $200
RL-SCOUT INTERNATIONAL FUND	Mutual Funds	Self	$5,001 - $15,000	Dividends $1 - $200
RL-STARBUCKS CORP(SBUX)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
RL-T ROWE PRICE MID CAP GROWTH FUND	Mutual Funds	Self	$1,001 - $15,000	Dividends $1 - $200
RL-T ROWE PRICE MID CAP VALUE FUND	Mutual Funds	Self	$5,001 - $15,000	Dividends $1 - $200
RL-UNITED TECHNOLOGIES CORP STOCK(UTX)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
RL-STOCKLINE.COM, INC	Stocks	Self	$1,001 - $15,000	None
Vanguard Explorer Fund	Mutual Funds	Self	$1,001 - $15,000	Dividends $1 - $200
Visa, Inc. Stock(V)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Whole Foods Market Inc Stock(WFM)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Southern Co Stock(SO)	Stocks	Self	N/A	Dividends & Capital Gains $2,501 - $5,000
T Rowe Price Equity Income Fund	Mutual Funds	Spouse	$15,001 - $50,000	Dividends $201 - $1,000
T Rowe Price New Horizons Fund	Mutual Funds	Spouse	$50,001 - $100,000	Dividends & Capital Gains $5,001 - $15,000
Verizon Communications, Inc Common Stock(VZ)	Stocks	Spouse	N/A	Dividends & Capital Gains $2,501 - $5,000
Wells Fargo Advantage VT College Savings Plan (Aggressive Portfolio)	Other	DC	$50,001 - $100,000	Tax Deferred
Wells Fargo Advantage VT College Savings Plan (Moderate Portfolio)	Other	DC	$100,001 - $250,000	Tax Deferred

Liabilities (1)

Creditor	Type	Amount	Rate	Term
Johnson Bank, Janesville, WI	mortgage	$250,001 - $500,000	—	—

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

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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).