Richard L. Hanna Net Worth & Financial Disclosure

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Annual financial disclosure for 2013, filed August 13, 2013. Includes 217 assets and 2 liabilities.

Year:

2013 2012 2011

Est. Net Worth

$29.2M

2013 annual disclosure

Total Assets

$16.3M - $42.1M

217 assets

Total Liabilities

$20K - $30K

2 liabilities

Total Trades

1,081

From PTR filings

Trade Volume

$61.6M

Midpoint of disclosed ranges

Net Worth Over Time

Show data table

Period	Est. net worth
2011	$24M
2011	$26.2M
2012	$20.5M
2013	$29.2M

Assets by Category

Stocks$17.2M (134)

Mutual Funds$4.8M (14)

LLC / Partnership$3.8M (2)

ETFs$1.5M (8)

Real Estate$750K (1)

Retirement & Pension$471K (52)

Insurance$375K (1)

Other$175K (1)

Gov. Securities$150K (3)

Bank & Cash$75K (1)

Top Stock Holdings (from trades)

S&P 500 Depository ReceiptSPY

$2.3M

Perrigo Company plcPRGO

$797K

LBE - MARATHON OIL CORP ISINMRO

$700K

ConocoPhillipsCOP

$700K

All Assets (217)

Asset	Type	Owner	Value	Income
AFE - American Funds (Money Market Fund - A Cash)	Mutual Funds	Self	N/A	None
AFE - Capital World Growth and Income Fund - A	Mutual Funds	Self	N/A	None
AFE - Europacific Growth Fund - A	Mutual Funds	Self	N/A	None
FRH - Abbott Laboratories(ABT)	Stocks	Self	$100,001 - $250,000	Dividends $2,501 - $5,000
FRH - Accenture PLC Class A USD(ACN)	Stocks	Self	$100,001 - $250,000	Dividends $2,501 - $5,000
FRH - AFLAC Inc(AFL)	Stocks	Self	$100,001 - $250,000	Dividends $2,501 - $5,000
Air Products & Chemicals Inc.(APD)	Stocks	Self	$100,001 - $250,000	Dividends $2,501 - $5,000
American Express Co.(AXP)	Stocks	Self	N/A	Capital Gains $1,001 - $2,500
AT&T Inc. COM(T)	Stocks	Self	$100,001 - $250,000	Dividends/Capital Gains $15,001 - $50,000
Automatic Data Processing Inc.(ADP)	Stocks	Self	$100,001 - $250,000	Dividends $2,501 - $5,000
Bank of New York Mellon Corp.(BK)	Stocks	Self	$100,001 - $250,000	Dividends/Capital Gains $2,501 - $5,000
Baxter International Inc.(BAX)	Stocks	Self	$100,001 - $250,000	Dividends $2,501 - $5,000
Becton, Dickinson and Co.(BDX)	Stocks	Self	$250,001 - $500,000	Dividends/Capital Gains $5,001 - $15,000
BioMed Realty Trust Inc.(BMR)	Stocks	Self	$100,001 - $250,000	Dividends $1,001 - $2,500
Boeing Co.(BA)	Stocks	Self	$250,001 - $500,000	Dividends $1,001 - $2,500
Chevron Corp.(CVX)	Stocks	Self	$250,001 - $500,000	Dividends $5,001 - $15,000
Cisco Systems Inc.(CSCO)	Stocks	Self	$50,001 - $100,000	Dividends $2,501 - $5,000
Coach Inc.(COH)	Stocks	Self	$50,001 - $100,000	Dividends/Capital Gains $15,001 - $50,000
Coca-Cola Co.(KO)	Stocks	Self	$100,001 - $250,000	Dividends/Capital Gains $2,501 - $5,000
Colgate-Palmolive Co.(CL)	Stocks	Self	$500,001 - $1,000,000	Dividends $5,001 - $15,000
FRH - Comcast Corp New Cl A(CMCSA)	Stocks	Self	$100,001 - $250,000	Dividends $1,001 - $2,500
FRH - ConocoPhillips(COP)	Stocks	Self	$250,001 - $500,000	Dividends $5,001 - $15,000
FRH - Corning Inc(GLW)	Stocks	Self	$100,001 - $250,000	Dividends/Capital Gains $2,501 - $5,000
FRH - CSX Corp(CSX)	Stocks	Self	$15,001 - $50,000	None
FRH - Cummins Inc(CMI)	Stocks	Self	$50,001 - $100,000	Capital Gains $5,001 - $15,000
FRH - Darden Restaurants(DRI)	Stocks	Self	N/A	Dividends/Capital Gains $15,001 - $50,000
FRH - Deere & Company(DE)	Stocks	Self	$100,001 - $250,000	Dividends/Capital Gains $1,001 - $2,500
FRH - Diamond Offshore Drilling Inc(DO)	Stocks	Self	$100,001 - $250,000	Dividends $5,001 - $15,000
FRH - Digital Realty Trust(DLR)	Stocks	Self	$250,001 - $500,000	Dividends $2,501 - $5,000
FRH - DuPont E I De Nemours & Co(DD)	Stocks	Self	$100,001 - $250,000	Dividends/Capital Gains $5,001 - $15,000
FRH - Eaton Corp(ETN)	Stocks	Self	$250,001 - $500,000	Dividends/Capital Gains $50,001 - $100,000
FRH - Eaton Corp PLC(ETN)	Stocks	Self	$100,001 - $250,000	None
FRH - EV Parametric Emerging Markets	Mutual Funds	Self	$250,001 - $500,000	Dividends $5,001 - $15,000
FRH - Exelis Inc Com(XLS)	Stocks	Self	$50,001 - $100,000	Dividends $1,001 - $2,500
Exelon Corp(EXC)	Stocks	Self	N/A	Dividends $2,501 - $5,000
Family Dollar Stores Inc(FDO)	Stocks	Self	$100,001 - $250,000	Dividends $1,001 - $2,500
Fidelity NY Muni Money Market (Cash)	Mutual Funds	Self	$1,000,001 - $5,000,000	Interest $1 - $200
Gap Inc Del(GPS)	Stocks	Self	$50,001 - $100,000	Dividends/Capital Gains $15,001 - $50,000
Goldcorp Inc Com(GG)	Stocks	Self	$100,001 - $250,000	Dividends/Capital Gains $1,001 - $2,500
Hain Celestial Group Inc(HAIN)	Stocks	Self	$100,001 - $250,000	None
Hasbro Inc(HAS)	Stocks	Self	$100,001 - $250,000	Dividends $5,001 - $15,000
Hess Corp Com(HES)	Stocks	Self	$50,001 - $100,000	Dividends/Capital Gains $1,001 - $2,500
Hewlett-Packard Co(HPQ)	Stocks	Self	N/A	Dividends $1,001 - $2,500
Honeywell Intl Inc(HON)	Stocks	Self	$100,001 - $250,000	Dividends/Capital Gains $15,001 - $50,000
HSBC Holdings PLC ADR(HSBC)	Stocks	Self	N/A	Dividends $1,001 - $2,500
Intel Corp(INTC)	Stocks	Self	$50,001 - $100,000	Dividends $5,001 - $15,000
iShares MSCI Emerging Markets Index Fund(EEM)	ETFs	Self	$250,001 - $500,000	Dividends $2,501 - $5,000
ITT Corporation Com(ITT)	Stocks	Self	$50,001 - $100,000	Dividends $1,001 - $2,500
Kellogg Company(K)	Stocks	Spouse	$100,001 - $250,000	Dividends/Capital Gains $5,001 - $15,000
Lockheed Martin Corp(LMT)	Stocks	Self	$100,001 - $250,000	Dividends/Capital Gains $5,001 - $15,000
M & T Bank Corp(MTB)	Stocks	Self	$100,001 - $250,000	Dividends $2,501 - $5,000
Mattel Inc(MAT)	Stocks	Self	N/A	Capital Gains $5,001 - $15,000
McDonalds Corp(MCD)	Stocks	Spouse	$50,001 - $100,000	Dividends/Capital Gains $2,501 - $5,000
Medtronic Inc(MDT)	Stocks	Self	$100,001 - $250,000	Dividends $2,501 - $5,000
Microsoft Corp(MSFT)	Stocks	Spouse	$100,001 - $250,000	Dividends $5,001 - $15,000
Mosaic Co New(MOS)	Stocks	Self	$100,001 - $250,000	None
NextEra Energy Inc Com(NEE)	Stocks	Self	$250,001 - $500,000	Dividends $2,501 - $5,000
Norfolk Southern(NSC)	Stocks	Spouse	$50,001 - $100,000	Dividends/Capital Gains $2,501 - $5,000
Occidental Petroleum Corp(OXY)	Stocks	Spouse	$100,001 - $250,000	Dividends $5,001 - $15,000
Parker Hannifin Corp(PH)	Stocks	Spouse	$250,001 - $500,000	Dividends/Capital Gains $5,001 - $15,000
PepsiCo Inc(PEP)	Stocks	Self	$250,001 - $500,000	Dividends $5,001 - $15,000
Phillips 66 Com(PSX)	Stocks	Self	$100,001 - $250,000	Dividends/Capital Gains $1,001 - $2,500
PNC Financial Services Group Inc.(PNC)	Stocks	Joint	N/A	Dividends/Capital Gains $1,001 - $2,500
Potash Corporation of Saskatchewan(POT)	Stocks	Joint	N/A	Dividends $1,001 - $2,500
PPG Industries Inc.(PPG)	Stocks	Self	N/A	Capital Gains $15,001 - $50,000
PPL Corporation(PPL)	Stocks	Joint	$100,001 - $250,000	Dividends $2,501 - $5,000
Procter & Gamble Co.(PG)	Stocks	Spouse	$100,001 - $250,000	Dividends $5,001 - $15,000
Rayonier Inc.(RYN)	Stocks	Spouse	$100,001 - $250,000	Dividends $2,501 - $5,000
Raytheon Company(RTN)	Stocks	Spouse	$100,001 - $250,000	Dividends $2,501 - $5,000
Roper Industries Inc.(ROP)	Stocks	Self	$100,001 - $250,000	Dividends/Capital Gains $15,001 - $50,000
Sanofi Sponsored ADR(SNY)	Stocks	Self	$250,001 - $500,000	Dividends $2,501 - $5,000
Financial Select Sector SPDR Fund(XLF)	ETFs	Spouse	$100,001 - $250,000	None
Utilities Select Sector SPDR Fund(XLU)	ETFs	Spouse	$100,001 - $250,000	None
SPDR S&P 500 ETF Trust(SPY)	ETFs	Joint	N/A	Capital Gains $1,001 - $2,500
Spectra Energy Corp.(SE)	Stocks	Joint	N/A	Dividends/Capital Gains $15,001 - $50,000
Staples Inc.(SPLS)	Stocks	Joint	N/A	Dividends $2,501 - $5,000
Stryker Corp(SYK)	Stocks	Self	$15,001 - $50,000	Dividends $201 - $1,000
T Rowe Price New Asia	Mutual Funds	Self	$50,001 - $100,000	Dividends/Cap Gains $5,001 - $15,000
T Rowe Price Small Cap Stock	Mutual Funds	Self	$250,001 - $500,000	Dividends/Cap Gains $15,001 - $50,000
Total ADR (TotalEnergies SE ADR)(TTE)	Stocks	Self	$100,001 - $250,000	Dividends $5,001 - $15,000
Tupperware Brands Corp(TUP)	Stocks	Self	$50,001 - $100,000	Dividends/Cap Gains $5,001 - $15,000
Unilever PLC ADS(UL)	Stocks	Self	$50,001 - $100,000	Dividends $2,501 - $5,000
United Parcel Service(UPS)	Stocks	Self	N/A	Capital Gains $201 - $1,000
Vanguard Index Funds - Vanguard REIT ETF(VNQ)	ETFs	Self	$100,001 - $250,000	Dividends $5,001 - $15,000
Vanguard International Explorer	Mutual Funds	Self	$250,001 - $500,000	Dividends $5,001 - $15,000
Vanguard International Equity Index Funds - FTSE Emerging Markets ETF(VWO)	ETFs	Self	$15,001 - $50,000	Dividends $2,501 - $5,000
Ventas Inc(VTR)	Stocks	Self	$100,001 - $250,000	Dividends $5,001 - $15,000
Verizon Communications(VZ)	Stocks	Self	$100,001 - $250,000	Dividends $5,001 - $15,000
VF Corp(VFC)	Stocks	Self	$100,001 - $250,000	Dividends/Cap Gains $2,501 - $5,000
Waste Management(WM)	Stocks	Self	$100,001 - $250,000	Dividends $2,501 - $5,000
Whirlpool Corp(WHR)	Stocks	Spouse	$100,001 - $250,000	Dividends/Capital Gains $2,501 - $5,000
Xylem Inc. Common Stock(XYL)	Stocks	Self	$250,001 - $500,000	Dividends $1,001 - $2,500
Yum! Brands Inc(YUM)	Stocks	Self	$50,001 - $100,000	None
Air Products & Chemicals Inc(APD)	Stocks	Self	$1,001 - $15,000	None
American Express Co(AXP)	Stocks	Self	$1,001 - $15,000	None
Archer-Daniels-Midland Co(ADM)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Cintas Corp(CTAS)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Coach Inc(COH)	Stocks	Spouse	N/A	Dividends/Capital Gains $201 - $1,000
Colgate-Palmolive Co(CL)	Stocks	Self	$1,001 - $15,000	None
Comcast Corp Class A(CMCSA)	Stocks	Self	$1,001 - $15,000	None
ConocoPhillips(COP)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Covidien PLC(COV)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Dow Chemical Co(DOW)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Emerson Electric Co(EMR)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Exxon Mobil Corp(XOM)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Federal Home Loan Mtg Corp 0.700% 10/17/2014	Gov. Securities	Spouse	N/A	Interest $201 - $1,000
Franklin Fed Home Loan Mtg Corp	Gov. Securities	Self	$50,001 - $100,000	None
Fidelity Muni Money Market (Cash)	Mutual Funds	Self	$1,001 - $15,000	None
Johnson Controls Inc(JCI)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Kellogg Company(K)	Stocks	Spouse	N/A	Capital Gains $201 - $1,000
Kimberly Clark Corp(KMB)	Stocks	Spouse	N/A	Dividends/Capital Gains $201 - $1,000
McDonalds Corp(MCD)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Microsoft Corp(MSFT)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Norfolk Southern Corp(NSC)	Stocks	Spouse	$1,001 - $15,000	Dividends/Capital Gains $201 - $1,000
Occidental Petroleum Corp(OXY)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
PepsiCo Inc(PEP)	Stocks	Self	$15,001 - $50,000	None
PNC Fin Svcs Group(PNC)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
PPL Corp(PPL)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
FRKH - Stryker Corp(SYK)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
FRKH - United Parcel Service Inc Cl B(UPS)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
FRKH - US Treasury Nts 0.625% 2/28/13	Gov. Securities	Self	$50,001 - $100,000	Interest $201 - $1,000
FRKH - Advance Auto Parts Inc(AAP)	Stocks	Self	$1,001 - $15,000	None
IRA - Air Products & Chemicals Inc(APD)	Retirement & Pension	Self	$1,001 - $15,000	Tax-Deferred
IRA - Anadarko Petroleum Corp(APC)	Retirement & Pension	Self	N/A	Tax-Deferred
IRA - Apache Corp(APA)	Retirement & Pension	Self	$1,001 - $15,000	Tax-Deferred
IRA - Apple Inc(AAPL)	Retirement & Pension	Self	$1,001 - $15,000	Tax-Deferred
IRA - Archer Daniels Midland(ADM)	Retirement & Pension	Self	$1,001 - $15,000	Tax-Deferred
IRA - Arcos Dorados Holdings Inc(ARCO)	Retirement & Pension	Self	$15,001 - $50,000	Tax-Deferred
IRA - Baker Hughes Inc(BHI)	Retirement & Pension	Self	N/A	None
IRA - Barrick Gold Corp(GOLD)	Retirement & Pension	Self	N/A	None
IRA - Baxter Intl Inc(BAX)	Retirement & Pension	Self	$15,001 - $50,000	Tax-Deferred
IRA - Becton Dickinson(BDX)	Retirement & Pension	Self	N/A	Tax-Deferred
IRA - BHP Billiton Limited ADR(BHP)	Retirement & Pension	Self	N/A	Tax-Deferred
IRA - Big Lots Inc(BIG)	Retirement & Pension	Self	$1,001 - $15,000	Tax-Deferred
IRA - BioMed Realty Trust Inc(BMR)	Retirement & Pension	Self	$1,001 - $15,000	Tax-Deferred
IRA - Boeing Co(BA)	Retirement & Pension	Self	$1,001 - $15,000	Tax-Deferred
IRA - Buckle Inc(BKE)	Retirement & Pension	Self	N/A	Tax-Deferred
IRA - Coach Inc(COH)	Retirement & Pension	Self	N/A	Tax-Deferred
IRA - Colgate-Palmolive Co(CL)	Retirement & Pension	Self	$1,001 - $15,000	Tax-Deferred
IRA - ConocoPhillips(COP)	Retirement & Pension	Self	N/A	Tax-Deferred
IRA - Covidien PLC(COV)	Retirement & Pension	Self	N/A	Tax-Deferred
IRA - CSX Corp(CSX)	Retirement & Pension	Self	$15,001 - $50,000	Tax-Deferred
IRA - Cummins Inc(CMI)	Retirement & Pension	Self	$1,001 - $15,000	Tax-Deferred
IRA - Darden Restaurants(DRI)	Retirement & Pension	Self	N/A	Tax-Deferred
IRA - Deere & Company(DE)	Retirement & Pension	Self	$15,001 - $50,000	Tax-Deferred
IRA - Digital Realty Trust Inc COM(DLR)	Retirement & Pension	Self	$1,001 - $15,000	Tax-Deferred
IRA - DuPont E.I. de Nemours & Co.(DD)	Stocks	Self	N/A	Tax-Deferred
IRA - Eaton Corp(ETN)	Stocks	Self	N/A	Tax-Deferred
IRA - eBay Inc(EBAY)	Stocks	Self	$15,001 - $50,000	Tax-Deferred
IRA - EMC Corp (Massachusetts)(EMC)	Stocks	Self	N/A	Tax-Deferred
IRA - Exxon Mobil Corp(XOM)	Stocks	Self	$15,001 - $50,000	Tax-Deferred
IRA - Family Dollar Stores(FDO)	Stocks	Self	N/A	Tax-Deferred
IRA - Fidelity Cash Reserves	Mutual Funds	Self	$100,001 - $250,000	Tax-Deferred
IRA - Freeport McMoRan Copper & Gold Inc.(FCX)	Stocks	Self	N/A	None
IRA - Gap Inc (Delaware)(GPS)	Stocks	Self	N/A	Tax-Deferred
IRA - Goldcorp Inc Com NPV(GG)	Stocks	Self	$1,001 - $15,000	Tax-Deferred
IRA - Harman International Industries Inc.(HAR)	Stocks	Self	$1,001 - $15,000	Tax-Deferred
IRA - Harris Corp(HRS)	Stocks	Self	N/A	None
IRA - Hess Corp Com(HES)	Stocks	Self	$15,001 - $50,000	Tax-Deferred
IRA - Hewlett-Packard Co(HPQ)	Stocks	Self	N/A	None
Hill-Rom Holdings(HRC)	Retirement & Pension	Self	N/A	None
Honeywell International Inc.(HON)	Retirement & Pension	Self	N/A	None
Illinois Tool Works(ITW)	Retirement & Pension	Self	N/A	None
iShares Trust S&P Latin America 40 Index Fund(ILF)	Retirement & Pension	Self	$1,001 - $15,000	None
Johnson Controls Inc.(JCI)	Retirement & Pension	Self	N/A	None
JP Morgan Chase & Co.(JPM)	Retirement & Pension	Self	N/A	None
Kohls Corp(KSS)	Retirement & Pension	Self	$1,001 - $15,000	None
Kroger Company(KR)	Retirement & Pension	Self	N/A	None
Marathon Oil Corp(MRO)	Retirement & Pension	Self	N/A	None
McCormick & Co(MKC)	Retirement & Pension	Self	N/A	None
Microsoft Corp(MSFT)	Retirement & Pension	Self	N/A	None
Mosaic Co New(MOS)	Retirement & Pension	Self	N/A	None
Murphy Oil Corp(MUR)	Retirement & Pension	Self	$1,001 - $15,000	None
Nike Inc Class B(NKE)	Retirement & Pension	Self	N/A	None
IRA - Oracle Corporation(ORCL)	Retirement & Pension	Self	$15,001 - $50,000	Tax-Deferred
IRA - Phillips 66 Com(PSX)	Retirement & Pension	Self	$50,001 - $100,000	None
IRA - Qualcomm Inc(QCOM)	Retirement & Pension	Self	$15,001 - $50,000	Tax-Deferred
IRA - Rockwell Automation Inc(ROK)	Retirement & Pension	Self	N/A	Tax-Deferred
IRA - Sauer-Danfoss Inc	Retirement & Pension	Self	N/A	Tax-Deferred
IRA - SPDR Gold TR Gold Shs(GLD)	Retirement & Pension	Self	$15,001 - $50,000	Tax-Deferred
IRA - Staples Inc(SPLS)	Retirement & Pension	Self	N/A	None
IRA - Teleflex Inc(TFX)	Retirement & Pension	Self	$15,001 - $50,000	Tax-Deferred
IRA - The Fresh Market Inc(TFM)	Retirement & Pension	Self	N/A	Tax-Deferred
IRA - The Scotts Miracle Grow Company Cl A(SMG)	Retirement & Pension	Self	N/A	Tax-Deferred
IRA - Tiffany & Co New(TIF)	Retirement & Pension	Self	$1,001 - $15,000	Tax-Deferred
IRA - Titan Intl Inc(TWI)	Retirement & Pension	Self	$1,001 - $15,000	Tax-Deferred
IRA - Tractor Supply Co(TSCO)	Retirement & Pension	Self	$1,001 - $15,000	Tax-Deferred
IRA - Tupperware Brands Corp(TUP)	Retirement & Pension	Self	$1,001 - $15,000	Tax-Deferred
IRA - United Technologies Corp.(UTX)	Stocks	Self	N/A	Tax-Deferred
IRA - Visa Inc. Com Cl A(V)	Stocks	Self	$15,001 - $50,000	Tax-Deferred
IRA - Walgreen Co.(WAG)	Stocks	Self	N/A	Tax-Deferred
IRA - WellPoint Inc.(WLP)	Stocks	Self	$15,001 - $50,000	Tax-Deferred
IRA - Whirlpool Corp.(WHR)	Stocks	Self	N/A	Tax-Deferred
IRA - Yum Brands Inc.(YUM)	Stocks	Self	$15,001 - $50,000	Tax-Deferred
SEP - American Funds Money Market Fund - A (Cash)	Mutual Funds	Self	N/A	None
SEP - Europacific Growth Fund - A	Mutual Funds	Self	N/A	None
SEP - New World Fund - A	Mutual Funds	Self	N/A	None
LBE - 3M Company(MMM)	Stocks	Self	$100,001 - $250,000	Dividends $2,501 - $5,000
LBE - Carpenter Technology Corp.(CRS)	Stocks	Self	$500,001 - $1,000,000	Dividends $2,501 - $5,000
LBE - Chevron Corp. New(CVX)	Stocks	Self	$250,001 - $500,000	Dividends $5,001 - $15,000
LBE - ConocoPhillips(COP)	Stocks	Self	$500,001 - $1,000,000	Dividends $5,001 - $15,000
LBE - Exxon Mobil Corp.(XOM)	Stocks	Self	$100,001 - $250,000	Dividends $2,501 - $5,000
LBE - Johnson & Johnson(JNJ)	Stocks	Self	$100,001 - $250,000	Dividends $5,001 - $15,000
LBE - Marathon Oil Corp ISIN(MRO)	Stocks	Self	$250,001 - $500,000	Dividends $2,501 - $5,000
LBE - Pfizer Inc(PFE)	Stocks	Self	$100,001 - $250,000	Dividends $2,501 - $5,000
LBE - Phillips 66 COM(PSX)	Stocks	Self	$250,001 - $500,000	Dividends $201 - $1,000
LBE - Raymond James Fund Capital Reserves Fund	Mutual Funds	Self	$250,001 - $500,000	Dividends $1 - $200
LBE - Rio Tinto ADR Each Rep 1 Ord(RIO)	Stocks	Self	$100,001 - $250,000	None
iShares S&P 500 ETF Trust Unit Ser(IVV)	ETFs	Self	$250,001 - $500,000	Dividends $15,001 - $50,000
LBE - SPDR Ser Tr S&P Metals & Mng ETF(XME)	ETFs	Self	$100,001 - $250,000	Dividends $1,001 - $2,500
Thermo Fisher Scientific Inc(TMO)	Stocks	Self	$250,000 - $500,000	None
Adirondack Bank	Bank & Cash	Self	$50,001 - $100,000	Interest $1 - $200
Deer Run Properties of NY Inc	LLC / Partnership	Self	$500,001 - $1,000,000	Rent $15,001 - $50,000
Interest Group LLC - 50%	LLC / Partnership	Self	$1,000,001 - $5,000,000	Rent $50,001 - $100,000
Loan - To Cooper Aviation	Other	Self	$100,001 - $250,000	None
Farmland Orchard Hanna for Congress	Real Estate	Self	$500,001 - $1,000,000	None
Whole Life Insurance - Met Life	Insurance	Self	$250,001 - $500,000	None

Liabilities (2)

Creditor	Type	Amount	Rate	Term
Chase	credit card	$10,001 - $15,000	—	—
American Express	credit card	$10,001 - $15,000	—	—

Trading Sector Allocation (from PTR trades)

Consumer Cyclical$4.7M

Energy$6.1M

Technology$4.4M

Real Estate$495K

Utilities$623K

Consumer Defensive$2.6M

Healthcare$4.8M

Financial Services$7.8M

Banking$875K

Industrials$4.4M

Basic Materials$1.1M

Communication Services$424K

Retail Trade$64K

Services$150K

Manufacturing$24K

Insurance$106K

Richard L. Hanna trades Wealthiest members Most active traders NY delegation Articles

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).