Paul D. Ryan Net Worth & Financial Disclosure

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Annual financial disclosure for 2013, filed May 15, 2013. Includes 122 assets and 1 liabilities.

Year:

2013 2012 2011 2010 2009 2008

Est. Net Worth

$5.7M

2013 annual disclosure

Total Assets

$2.7M - $9.5M

122 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

Other$3.4M (5)

LLC / Partnership$1.1M (16)

Mutual Funds$789K (32)

Stocks$477K (55)

Bank & Cash$132K (5)

Real Estate$99K (4)

ETFs$40K (5)

Top Stock Holdings (from trades)

RHI-HOME DEPOT, INC. STOCKHD

$33K

iShares MSCI Emerging Markets ETFEEM

$32K

RLP-Apache Corp StockAPA

$24K

All Assets (122)

Asset	Type	Owner	Value	Income
AVA Oil Limited Co. Mining Madill, OK, US	LLC / Partnership	Spouse	$100,001 - $250,000	Other - Partnership Income $15,001 - $50,000
Black Gold Resources LLC (Gravel Rights) Madill, OK, US	LLC / Partnership	Spouse	$100,001 - $250,000	Other - Royalties $5,001 - $15,000
Share of Royalty from Gravel Rights, Publishing Agreement and Related Expenses and Charitable Donations Oklahoma, US	Other	Spouse	N/A	Other - Royalties $1,001 - $2,500
Edward Jones Money Market Fund	Mutual Funds	Spouse	$15,001 - $50,000	Dividends $1 - $200
Fidelity Contra Fund	Mutual Funds	Spouse	$50,001 - $100,000	Dividends $201 - $1,000
Hartford Capital Appreciation Fund A	Mutual Funds	Spouse	$15,001 - $50,000	Dividends $1 - $200
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	$15,001 - $50,000	Dividends $201 - $1,000
Hartford Dividend & Growth Fund A (Held in IRA)	Mutual Funds	Spouse	$1,001 - $15,000	Tax Deferred
Hartford Global Growth Fund A (Held in IRA)	Mutual Funds	Spouse	$1,001 - $15,000	Tax Deferred
Hartford Global Health Fund A (Held in IRA)	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)	Mutual Funds	Spouse	$50,001 - $100,000	Tax Deferred
Janus Worldwide Fund	Mutual Funds	Spouse	$15,001 - $50,000	Dividends $201 - $1,000
Johnson Bank - Checking Accounts	Bank & Cash	Joint	$15,001 - $50,000	Interest $1 - $200
Johnson Bank - Money Market	Bank & Cash	Joint	$1,001 - $15,000	Interest $1 - $200
Little Land Company, LP Madill, OK, US	LLC / Partnership	Spouse	$50,001 - $100,000	Other/Partnership Income $5,001 - $15,000
Coupe Credit Investments Fund II, LP Nashville, TN, US	LLC / Partnership	Spouse	$1,001 - $15,000	Other/Partnership Income $1 - $200
Courage Special Situations Fund II, LP Nashville, TN, US	LLC / Partnership	Spouse	$15,001 - $50,000	Other/Partnership Income
First United Bank Account	Bank & Cash	Spouse	$1,001 - $15,000	Interest $1 - $200
Landmark Bank Account	Bank & Cash	Spouse	$1,001 - $15,000	Interest $1 - $200
Red River Partners, L.P. Madill, OK, US	LLC / Partnership	Spouse	$1,001 - $15,000	Other/Partnership Income $1 - $200
Suburban Propane Partners, L.P.(SPH)	Stocks	Spouse	N/A	Other/Partnership Capital Gains $201 - $1,000
JP Morgan Chase & Co Stock(JPM)	Stocks	Spouse	N/A	Dividends & Capital Gains $201 - $1,000
LLCO - Mineral Rights Oklahoma, US	Real Estate	Spouse	$1,001 - $15,000	Royalties $5,001 - $15,000
LLC Real Estate (Cabin) Kingston, OK, US	Real Estate	Spouse	$1,001 - $15,000	None
LLCO - Real Estate (Land) Bryan County, Oklahoma, US	Real Estate	Spouse	$1,001 - $15,000	None
Mineral Rights Oklahoma, US	Real Estate	Spouse	$50,001 - $100,000	Royalties $1 - $200
Revocable Living Trust (1/3 remainder interest in excepted trust)	Other	Spouse	$1,000,001 - $5,000,000	Trust Distributions $50,001 - $100,000
Red River Pine Limited Partnership	LLC / Partnership	Spouse	$50,001 - $100,000	Partnership Income $2,501 - $5,000
RHIP (Ryan-Hutter Investment Partnership) Laverne, OK, US	LLC / Partnership	Self	$250,001 - $500,000	Partnership Income $15,001 - $50,000
RHIP - Accenture PLC Stock(ACN)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
RHIP - Amazon.com, Inc Stock(AMZN)	Stocks	Self	N/A	Capital Gains $201 - $1,000
RHJP-Apple Inc. Stock(AAPL)	Stocks	Self	N/A	Capital Gains $1,001 - $2,500
RHJP-Artisan International Fund	Mutual Funds	Self	$1,001 - $15,000	Dividends $1 - $200
RHJP-BNY Mellon New York Mellon Stock(BK)	Stocks	Spouse	$1,001 - $15,000	Dividends & Capital Gains $1 - $200
RHJP-Bristol Myers Squibb(BMY)	Stocks	Spouse	$1,001 - $15,000	Dividends & Capital Gains $201 - $1,000
RHJP-Chevron Corp Stock(CVX)	Stocks	Self	N/A	Dividends & Capital Gains $201 - $1,000
RHJP-Citrix Systems, Inc. Stock(CTXS)	Stocks	Self	$1,001 - $15,000	None
RHJP-Coca-Cola Co Stock(KO)	Stocks	Self	N/A	Dividends & Capital Gains $201 - $1,000
RHJP-Comcast Corp Stock(CMCSA)	Stocks	Self	N/A	Dividends & Capital Gains $201 - $1,000
RHJP-Invesco Vance Tax-Managed Diversified Equity Income Fund	Mutual Funds	Self	N/A	Dividends $1 - $200
RHJP-Exxon Mobil Corp Stock(XOM)	Stocks	Self	N/A	Dividends & Capital Gains $201 - $1,000
RHJP-General Electric Co Stock(GE)	Stocks	Spouse	$1,001 - $15,000	Dividends & Capital Gains $201 - $1,000
RHJP-Google Inc Stock(GOOGL)	Stocks	Self	N/A	Capital Gains $201 - $1,000
RHJP-Harbor International Fund	Mutual Funds	Self	$1,001 - $15,000	Dividends $1 - $200
RHJP-Home Depot, Inc. Stock(HD)	Stocks	Self	$100,001 - $250,000	Dividends $2,501 - $5,000
RHJP-Intel Corp Stock(INTC)	Stocks	Self	N/A	Dividends & Capital Gains $201 - $1,000
RHJP-International Business Machines Corp Stock(IBM)	Stocks	Self	$1,001 - $15,000	Dividends & Capital Gains $201 - $1,000
RHJP-Merck & Co., Inc Stock(MRK)	Stocks	Self	N/A	Dividends & Capital Gains $201 - $1,000
RHJP-News Corp. Ltd Stock(NWSA)	Stocks	Self	N/A	Dividends & Capital Gains $201 - $1,000
RHJP-Note Receivable - ERD	Other	Self	$50,001 - $100,000	None
RHJP-Philip Morris Intl Inc Stock(PM)	Stocks	Self	N/A	Dividends & Capital Gains $201 - $1,000
RHJP-PIMCO Total Return Fund-M	Mutual Funds	Self	$1,001 - $15,000	Dividends $201 - $1,000
RHJP-Procter & Gamble Co Stock(PG)	Stocks	Self	$50,001 - $100,000	Dividends & Capital Gains $201 - $1,000
RHJP-Schwab Advisor Money Market	Mutual Funds	Self	$50,001 - $100,000	Dividends $1 - $200
RHJP-United States Premier Money Market Government Money Market	Mutual Funds	Self	$50,001 - $100,000	Dividends $1 - $200
RHJP-Verizon Property Group, Inc Stock	Stocks	Self	N/A	Capital Gains $201 - $1,000
RHJP-Walt Disney Co(DIS)	Stocks	Self	N/A	Dividends & Capital Gains $201 - $1,000
RHJP-Wells Fargo & Co Stock(WFC)	Stocks	Self	$50,001 - $100,000	Dividends $1,001 - $2,500
RHIP - Zimmer Holdings, Inc.(ZMH)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
RLP - Ryan Limited Partnership Madison, WI, US	LLC / Partnership	Self	$100,001 - $250,000	Other Partnership Income $15,001 - $50,000
Rossmo Stock	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
RLP - Accele Funds Emerging Markets Fund	LLC / Partnership	Self	$1,001 - $15,000	Dividends $1 - $200
RLP - Accenture plc(ACN)	LLC / Partnership	Self	$1 - $1,000	Dividends & Capital Gains $201 - $1,000
Rockwell Automation, Inc.(ROK)	Stocks	Self	N/A	Capital Gains $201 - $1,000
RLP - Allergan, Inc.(AGN)	LLC / Partnership	Self	$1,001 - $15,000	Dividends $1 - $200
RLP - Altria Group, Inc.(MO)	LLC / Partnership	Self	N/A	Dividends & Capital Gains $201 - $1,000
Amazon.com, Inc.(AMZN)	Stocks	Self	$1,001 - $15,000	Capital Gains $201 - $1,000
RLP - American Century Diversified Municipal Bond Fund	LLC / Partnership	Self	$1,001 - $15,000	Dividends $201 - $1,000
RLP - American Century Small Cap Value Fund	LLC / Partnership	Self	$1,001 - $15,000	Dividends $1 - $200
RLP - American Century International Growth Fund	LLC / Partnership	Self	$1,001 - $15,000	Dividends $1 - $200
American Tower Corp Stock(AMT)	Stocks	Self	$1 - $1,000	Dividends & Capital Gains $201 - $1,000
Amphenol Corp Stock(APH)	Stocks	Self	$1 - $1,000	Dividends & Capital Gains $201 - $1,000
Apple Inc Stock(AAPL)	Stocks	Self	$1 - $1,000	Dividends & Capital Gains $5,001 - $15,000
Berkshire Hathaway Class B Stock(BRK.B)	Stocks	Self	$1 - $1,000	None
Cameron International Corp Stock(CAM)	Stocks	Self	$1,001 - $15,000	None
Cummins, Inc Stock(CMI)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Dicks Sporting Goods, Inc Stock(DKS)	Stocks	Self	N/A	Dividends & Capital Gains $201 - $1,000
Ecolab, Inc Stock(ECL)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Estee Lauder Cos Inc CL A Stock(EL)	Stocks	Self	$1 - $1,000	Dividends & Capital Gains $201 - $1,000
First American Prime Obligation Fund Y	Mutual Funds	Self	$1,001 - $15,000	None
Google, Inc Stock(GOOG)	Stocks	Self	$1 - $1,000	Capital Gains $201 - $1,000
iPath Dow Jones UBS Commodity Index Total Return ETN(DJP)	ETFs	Self	$1,001 - $15,000	None
iShares Barclays TIPS ETF(TIP)	ETFs	Self	$1,001 - $15,000	Dividends $1 - $200
Market Vectors MSCI Emerging Markets ETF(EEM)	ETFs	Self	$1,001 - $15,000	Dividends $1 - $200
Kraft Foods Inc.(KFT)	Stocks	Self	N/A	Dividends & Capital Gains $201 - $1,000
Laudus International MarketMasters Fund	Mutual Funds	Self	$1,001 - $15,000	Dividends $1 - $200
Mastercard Inc.(MA)	Stocks	Self	$1 - $1,000	Dividends & Capital Gains $201 - $1,000
Neuberger Berman Genesis Institutional Fund	Mutual Funds	Self	$1,001 - $15,000	Dividends $1 - $200
Nike, Inc.(NKE)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Nuveen Intermediate Term Bond Fund	Mutual Funds	Self	N/A	Dividends & Capital Gains $201 - $1,000
Nuveen Real Estate Securities Fund	Mutual Funds	Self	$1,001 - $15,000	Dividends $201 - $1,000
Oakmark Global Fund	Mutual Funds	Self	$1,001 - $15,000	Dividends $1 - $200
Oakmark International Developing Markets Fund	Mutual Funds	Self	$15,001 - $50,000	Dividends $1 - $200
Oracle Corp.(ORCL)	Stocks	Self	N/A	Dividends & Capital Gains $201 - $1,000
Perrigo Co.(PRGO)	Stocks	Self	$1 - $1,000	Dividends & Capital Gains $201 - $1,000
Philip Morris International Inc.(PM)	Stocks	Self	$1 - $1,000	Dividends & Capital Gains $2,501 - $5,000
Pimco Total Return Fund	Mutual Funds	Self	$15,001 - $50,000	Dividends $2,501 - $5,000
RLJ-Pioneer Natural Resources Co Stock(PXD)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
RLJ-Powershares QQQ ETF(QQQ)	ETFs	Spouse	$1,001 - $15,000	Dividends $1 - $200
RLJ-Praxair Inc Stock(PX)	Stocks	Self	$1 - $1,000	Dividends & Capital Gains $201 - $1,000
RLJ-Regent Cash Parts Corp Stock	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
RLJ-Priceline.com, Inc Stock(BKNG)	Stocks	Self	$1 - $1,000	Capital Gains $201 - $1,000
RLJ-Ralph Lauren Corp Stock(RL)	Stocks	Self	$1 - $1,000	Dividends & Capital Gains $201 - $1,000
RLJ-Salesforce.com, Inc Stock(CRM)	Stocks	Self	$1,001 - $15,000	None
RLJ-Schlumberger, Ltd Stock(SLB)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
RLJ-Schwab One Money Market	Bank & Cash	Self	$50,001 - $100,000	Interest $1 - $200
RLJ-Scout International Fund	Mutual Funds	Self	$1,001 - $15,000	Dividends $1 - $200
RLJ-SPDR S&P 500 ETF(SPY)	ETFs	Spouse	$1,001 - $15,000	Dividends $1 - $200
RLJ-Starbucks Corp Stock(SBUX)	Stocks	Self	$1 - $1,000	Dividends & Capital Gains $201 - $1,000
RLJ-T Rowe Price Mid Cap Growth Fund	Mutual Funds	Self	$1,001 - $15,000	Dividends $201 - $1,000
RLJ-T Rowe Price Mid Cap Value Fund	Mutual Funds	Self	$1,001 - $15,000	Dividends $201 - $1,000
Vanguard Explorer Fund	Mutual Funds	Self	$1,001 - $15,000	Dividends $1 - $200
Visa, Inc. Stock(V)	Stocks	Self	$1 - $1,000	Dividends & Capital Gains $201 - $1,000
Walt Disney Co Stock(DIS)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Whole Foods Market Stock(WFM)	Stocks	Self	$1 - $1,000	Dividends & Capital Gains $201 - $1,000
T Rowe Price Equity Income Fund	Mutual Funds	Spouse	$50,001 - $100,000	Dividends $1,001 - $2,500
T Rowe Price New Horizons Fund	Mutual Funds	Spouse	$50,001 - $100,000	Dividends $2,501 - $5,000
TIAA-CREF Tuition Financing, Inc. 529 College Savings Plan (DC2)	Other	DC	$100,001 - $250,000	Tax Deferred
TIAA-CREF Tuition Financing, Inc. 529 College Savings Plan (DC1)	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).