Thomas E. Petri Net Worth & Financial Disclosure

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Annual financial disclosure for 2013, filed April 22, 2013. Includes 19 assets and 2 liabilities.

Year:

2013 2012 2011 2010 2009 2008

Est. Net Worth

-$1.7M

2013 annual disclosure

Total Assets

$916K - $2.1M

19 assets

Total Liabilities

$1.1M - $5.3M

2 liabilities

Total Trades

From PTR filings

Trade Volume

$4.3M

Midpoint of disclosed ranges

Net Worth Over Time

Show data table

Period	Est. net worth
2008	-$2M
2009	-$2.9M
2010	$423K
2011	$1.2M
2012	-$2.9M
2013	-$1.7M

Assets by Category

Stocks$750K (9)

Bank & Cash$216K (6)

LLC / Partnership$175K (1)

Other$175K (1)

Mutual Funds$175K (1)

Real Estate$0 (1)

Top Stock Holdings (from trades)

Wal-Mart Inc. StockWMT

$376K

Hartford InsuranceHIG

All Assets (19)

Asset	Type	Owner	Value	Income
Western Arkansas Land Co. Arkansas, US	LLC / Partnership	Self	$100,001 - $250,000	Rent $5,001 - $15,000
Venmo Account	Bank & Cash	Self	$1,001 - $15,000	None
U.S. Bank Stock(USB)	Stocks	Self	$500,001 - $1,000,000	Dividends $5,001 - $15,000
U.S. Bank Account	Bank & Cash	Self	$100,001 - $250,000	Interest $1,001 - $2,500
Lincoln Co. Securities	Other	Self	$100,001 - $250,000	Capital Gains $2,501 - $5,000
BlackRock Municipal Fund	Mutual Funds	Self	$100,001 - $250,000	Dividends $1,001 - $2,500
U.S. Bank Trust Fee Account	Bank & Cash	Self	$15,001 - $50,000	Interest $201 - $1,000
Lodge & Condo	Real Estate	Self	N/A	None
Merrill Lynch CMA	Bank & Cash	Self	N/A	Interest
Bank of America	Bank & Cash	Self	N/A	Interest
E-Trade	Bank & Cash	Self	N/A	Interest
Exxon Corp Stock(XOM)	Stocks	Self	N/A	Dividends
AT&T Inc. Stock(T)	Stocks	Self	N/A	Dividends
Procter & Gamble(PG)	Stocks	Self	N/A	Dividends
Johnson & Johnson(JNJ)	Stocks	Self	N/A	Dividends
PepsiCo(PEP)	Stocks	Self	N/A	Dividends
Pfizer(PFE)	Stocks	Self	N/A	Dividends
Amoco	Stocks	Self	N/A	Dividends
Dominion Corp Stock	Stocks	Self	N/A	Dividends

Liabilities (2)

Creditor	Type	Amount	Rate	Term
HSBC Bank USA, N.A., Buffalo, NY	mortgage	$100,001 - $250,000	—	—
Merrill Lynch	other	$1,000,001 - $5,000,000	—	—

Trading Sector Allocation (from PTR trades)

Financial Services$440K

Industrials$223K

Consumer Cyclical$440K

Communication Services$91K

Technology$483K

ConstructionN/A

Energy$150K

Healthcare$33K

Utilities$75K

Thomas E. Petri trades Wealthiest members Most active traders WI 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).