Vern Buchanan Net Worth & Financial Disclosure

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Annual financial disclosure for 2013, filed May 15, 2013. Includes 158 assets and 16 liabilities.

Year:

2013 2012 2010 2008

Est. Net Worth

-$4.7M

2013 annual disclosure

Total Assets

$51.1M - $6.5M

158 assets

Total Liabilities

$12.4M - $54.8M

16 liabilities

Total Trades

5,735

From PTR filings

Trade Volume

$268.4M

Midpoint of disclosed ranges

Net Worth Over Time

Show data table

Period	Est. net worth
2008	$392K
2008	-$41.5M
2008	$2.8M
2010	-$52M
2012	-$111M
2013	-$4.7M

Assets by Category

LLC / Partnership$25M (14)

Real Estate$3M (3)

Stocks$568K (104)

Mutual Funds$80K (13)

Retirement & Pension$73K (6)

ETFs$49K (8)

Bank & Cash$16K (6)

Other$1K (3)

Gov. Securities$0 (1)

Top Stock Holdings (from trades)

Exxon Mobil Corporation Common StockXOM

$15M

Apple Inc.AAPL

$3.7M

All Assets (158)

Asset	Type	Owner	Value	Income
Plantation Holdings, LLC Hollywood, FL, US	LLC / Partnership	Self	N/A	Rent
GWB Office Center, LLC Hollywood, FL, US	LLC / Partnership	Self	N/A	Rent
Commercial Office, LLC Hollywood, FL, US	LLC / Partnership	Self	N/A	Rent
1001 LLC Cocoa, FL, US	LLC / Partnership	Self	N/A	Partnership Income
SunTrust Checking Account	Bank & Cash	Self	N/A	Interest
SunTrust Savings Account	Bank & Cash	Self	N/A	Interest
Florida Prepaid College Plan Florida, US	Other	Self	N/A	None
Brokerage Account – Raymond James & Associates, Inc.	Bank & Cash	Self	N/A	Interest/Dividends/Capital Gains
U.S. Treasury Bills United States	Gov. Securities	Self	N/A	Interest
West Trust Bank Account	Bank & Cash	Self	N/A	Interest
First Trust Funds – Growth Strength of America	Mutual Funds	Self	N/A	Dividends/Capital Gains
AbbVie Inc.(ABBV)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Ally Financial Inc.(ALLY)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Altria Group Inc.(MO)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Amazon.com Inc.(AMZN)	Stocks	Self	$1,001 - $15,000	None
American Express Co.(AXP)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Apple Inc.(AAPL)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Bank of America Corp.(BAC)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Berkshire Hathaway Inc.(BRK.B)	Stocks	Self	$1,001 - $15,000	None
BlackRock Inc.(BLK)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Capital One Financial Corp.(COF)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Chevron Corp.(CVX)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Cisco Systems Inc.(CSCO)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Citigroup Inc.(C)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
The Coca-Cola Co.(KO)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Comcast Corp.(CMCSA)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
CVS Health Corp.(CVS)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Walt Disney Co.(DIS)	Stocks	Self	$1,001 - $15,000	None
Dow Inc.(DOW)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Exxon Mobil Corp.(XOM)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Meta Platforms Inc.(META)	Stocks	Self	$1,001 - $15,000	None
General Electric Co.(GE)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Goldman Sachs Group Inc.(GS)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Home Depot Inc.(HD)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Intel Corp.(INTC)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Johnson & Johnson(JNJ)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
JPMorgan Chase & Co.(JPM)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
McDonald's Corp.(MCD)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Merck & Co. Inc.(MRK)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Microsoft Corp.(MSFT)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Netflix Inc.(NFLX)	Stocks	Self	$1,001 - $15,000	None
Nike Inc.(NKE)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
NVIDIA Corp.(NVDA)	Stocks	Self	$1,001 - $15,000	None
Oracle Corp.(ORCL)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
PayPal Holdings Inc.(PYPL)	Stocks	Self	$1,001 - $15,000	None
PepsiCo Inc.(PEP)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Pfizer Inc.(PFE)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Procter & Gamble Co.(PG)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
QUALCOMM Inc.(QCOM)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Starbucks Corp.(SBUX)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Tesla Inc.(TSLA)	Stocks	Self	$1,001 - $15,000	None
UnitedHealth Group Inc.(UNH)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Verizon Communications Inc.(VZ)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Visa Inc.(V)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Walmart Inc.(WMT)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Wells Fargo & Co.(WFC)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Amgen Value (Vanguard) Limited	Mutual Funds	Self	N/A	None
ANSYS Inc(ANSS)	Stocks	Self	N/A	None
McDonald's Corp(MCD)	Stocks	Self	N/A	None
MPLX LP(MPLX)	Stocks	Self	N/A	None
National Grid(NGG)	Stocks	Self	N/A	None
One Liberty Properties Limited Partnership(OLP)	Stocks	Self	N/A	None
PepsiCo Inc(PEP)	Stocks	Self	N/A	None
Realty Income Corp(O)	Stocks	Self	N/A	None
Sun Communities Inc(SUI)	Stocks	Self	N/A	None
Texas Instruments Inc(TXN)	Stocks	Self	N/A	None
The Coca-Cola Co(KO)	Stocks	Self	N/A	None
UDR Inc(UDR)	Stocks	Self	N/A	None
Verizon Communications(VZ)	Stocks	Self	N/A	None
Walgreens Boots Alliance Inc(WBA)	Stocks	Self	N/A	None
Xcel Energy Inc(XEL)	Stocks	Self	N/A	None
Zimmer Biomet Holdings(ZBH)	Stocks	Self	N/A	None
Lazard/BlackRock	Mutual Funds	Self	N/A	None
Dodge & Cox	Mutual Funds	Self	$1,001 - $15,000	Dividends $1,001 - $15,000
iShares S&P 500 ETF(IVV)	ETFs	Self	$1,001 - $15,000	Dividends $1,001 - $15,000
iShares Core S&P 500	ETFs	Self	$1,001 - $15,000	Dividends $1,001 - $15,000
iShares Core S&P Mid-Cap	ETFs	Self	$1,001 - $15,000	Dividends $1,001 - $15,000
iShares Core S&P Small-Cap	ETFs	Self	$1,001 - $15,000	Dividends $1,001 - $15,000
JPMorgan Equity Income	Mutual Funds	Self	$1,001 - $15,000	Dividends $1,001 - $15,000
Schwab U.S. Large-Cap ETF	ETFs	Self	$1,001 - $15,000	Dividends $1,001 - $15,000
Schwab U.S. REIT ETF	ETFs	Self	$1,001 - $15,000	Dividends $1,001 - $15,000
Vanguard 500 Index Fund Admiral	Mutual Funds	Self	$1,001 - $15,000	Dividends $1,001 - $15,000
Wells Fargo Advantage Funds	Mutual Funds	Self	$1,001 - $15,000	Dividends $1,001 - $15,000
Wells Fargo Advantage Government Money Market	Mutual Funds	Self	$1,001 - $15,000	Interest $1,001 - $15,000
Wells Fargo Advantage Short-Term Bond	Mutual Funds	Self	$1,001 - $15,000	Interest $1,001 - $15,000
York Capital Value	Retirement & Pension	Self	$1,001 - $15,000	Capital Gains $1,001 - $15,000
York Global Value	Retirement & Pension	Self	$1,001 - $15,000	Capital Gains $1,001 - $15,000
York Global Value Opportunities	Retirement & Pension	Self	$1,001 - $15,000	Capital Gains $1,001 - $15,000
York Credit Opportunities Fund	Retirement & Pension	Self	$1,001 - $15,000	Capital Gains $1,001 - $15,000
York Credit Opportunities Offshore	Retirement & Pension	Self	$1,001 - $15,000	Capital Gains $1,001 - $15,000
Buchanan Associates Ltd.	LLC / Partnership	Self	$50,000,001+	None
Longboat Key, FL Residence Longboat Key, FL, US	Real Estate	Self	$1,000,001 - $5,000,000	Rent $50,001 - $100,000
D T TEx Muni Bond Fund (Hillary Broadwater)	Mutual Funds	Spouse	$1,001 - $15,000	Dividends $1 - $200
TD Bank 403	Bank & Cash	Spouse	$1,001 - $15,000	Interest $1 - $200
Ameriprise IRA (Blue Chip Inv)	Retirement & Pension	Spouse	$15,001 - $50,000	Dividends $201 - $1,000
About Jobs COM	LLC / Partnership	Spouse	$1,001 - $15,000	None
Kobes 5th LLC COM	LLC / Partnership	Spouse	$1,001 - $15,000	None
Continental Title Inv	LLC / Partnership	Spouse	$1,001 - $15,000	None
Main St & 4th Rd St, LLC	LLC / Partnership	Spouse	$1,001 - $15,000	None
Automatic Data Processing(ADP)	Stocks	Spouse	$1,001 - $15,000	Dividends $1 - $200
Bank of FL	Bank & Cash	Spouse	$1,001 - $15,000	Interest $1 - $200
BP PLC(BP)	Stocks	Spouse	$1,001 - $15,000	Dividends $1 - $200
Broadcom Inc COM(AVGO)	Stocks	Spouse	$1,001 - $15,000	Dividends $1 - $200
Baker Hughes Co Cl B New(BKR)	Stocks	Spouse	$1,001 - $15,000	Dividends $1 - $200
Cisco Systems Inc COM(CSCO)	Stocks	Spouse	$1,001 - $15,000	Dividends $1 - $200
D R Horton Inc(DHI)	Stocks	Spouse	$1,001 - $15,000	Dividends $1 - $200
EastGroup Properties COM(EGP)	Stocks	Spouse	$1,001 - $15,000	Dividends $1 - $200
General Motors Corp COM(GM)	Stocks	Spouse	$1,001 - $15,000	Dividends $1 - $200
Huntsman Int'l RT(HUN)	Stocks	Spouse	$1,001 - $15,000	Dividends $1 - $200
Intuitive Machines COM(LUNR)	Stocks	Spouse	$1 - $1,000	Dividends $1 - $200
Alphabet Inc Cl A(GOOGL)	Stocks	Spouse	$1 - $1,000	Dividends $1 - $200
VA Fiduciary FBO MacDowell	Other	Spouse	$1 - $1,000	Dividends $1 - $200
Johnson & Johnson COM(JNJ)	Stocks	Spouse	$1 - $1,000	Dividends $1 - $200
Verizon Communications COM(VZ)	Stocks	Spouse	$1 - $1,000	Dividends $1 - $200
VanEck Vectors Gold Miners ETF(GDX)	ETFs	Spouse	$1 - $1,000	Capital Gains $1 - $200
JPMorgan Equity Premium Income ETF(JEPI)	ETFs	Spouse	$1 - $1,000	Dividends $1 - $200
McDonald's Corp(MCD)	Stocks	Spouse	$1 - $1,000	Dividends $1 - $200
Microsoft Corp COM(MSFT)	Stocks	Spouse	$1 - $1,000	Dividends $1 - $200
Marriott Int'l COM(MAR)	Stocks	Spouse	$1 - $1,000	Dividends $1 - $200
McKesson Corp(MCK)	Stocks	Spouse	$1 - $1,000	Dividends $1 - $200
Noramco Inc	Stocks	Spouse	$1 - $1,000	Dividends $1 - $200
NVR Inc(NVR)	Stocks	Spouse	$1 - $1,000	Dividends $1 - $200
Northern Life & Annuity	Other	Spouse	$1 - $1,000	Dividends $1 - $200
Omnicom Group(OMC)	Stocks	Spouse	$1 - $1,000	Dividends $1 - $200
Oracle Corp(ORCL)	Stocks	Spouse	$1 - $1,000	Dividends $1 - $200
Palladio Inc COM	Stocks	Spouse	$1 - $1,000	Dividends $1 - $200
PepsiCo Inc COM(PEP)	Stocks	Spouse	$1 - $1,000	Dividends $1 - $200
Pfizer Inc COM(PFE)	Stocks	Spouse	$1 - $1,000	Dividends $1 - $200
Procter & Gamble Co COM(PG)	Stocks	Spouse	$1 - $1,000	Dividends $1 - $200
FDRXX Cash Trust	Mutual Funds	Self	$1,001 - $15,000	Dividends $1 - $200
General Mills Inc COM(GIS)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Gabelli Math Inc COM	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
1,000 Corp COM	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
S&P 500 Index Mutual Fund	Mutual Funds	Self	$1,001 - $15,000	Dividends $1 - $200
T Rowe Price(TROW)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
United Short Term Sec Inc	Mutual Funds	Self	$1,001 - $15,000	Dividends $1 - $200
Wells Fargo & Co COM(WFC)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Wells Fargo & Co COM(WFC)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Visa Inc. Common Stock(V)	Stocks	Spouse	N/A	Dividends
Capital One Financial Corp(COF) Delaware, US	Stocks	Spouse	N/A	Dividends
Odeon, LLC Property	LLC / Partnership	Spouse	N/A	Rent
Cody Gray Associates - Dock (Slip 11)	Real Estate	Spouse	N/A	None
The Dock - LLC	LLC / Partnership	Spouse	N/A	None
Thomas Real Estate Co LLC - Condo Mortgage ME, US	Real Estate	Spouse	N/A	Interest
GCP Appleseed, LLC	LLC / Partnership	Spouse	N/A	Capital Gains
GCP Appleseed, LLC (Rural Fund)	LLC / Partnership	Spouse	N/A	Capital Gains
MCL Investments LLC (Linked Fund - Family)	LLC / Partnership	Spouse	N/A	Capital Gains
Texas EPS Inc (Linked Inv)	Stocks	Spouse	N/A	Dividends
Prologis Inc. COM(PLD)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Prologis Inc. Unit LP Int(PLD)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Prologis Inc.(PLD)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Public Storage COM(PSA)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Realty Income Corp COM(O)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Simon Property Group Inc COM(SPG)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
STORE Capital Corp COM(STOR)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
UDR Inc COM(UDR)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Ventas Inc COM(VTR)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Welltower Inc COM(WELL)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200

Liabilities (16)

Creditor	Type	Amount	Rate	Term
JPMorgan Chase Bank, Wilmington, DE	mortgage	$1,000,001 - $5,000,000	—	—
Seaside Bank, Vero Beach, FL	mortgage	$1,000,001 - $5,000,000	—	—
Seaside Bank (former Seacoast FL 1099 19th LLC)	mortgage	$500,001 - $1,000,000	—	—
Seaside Bank (TRSD from Regions Bank)	mortgage	$1,000,001 - $5,000,000	—	—
Seaside Bank (TRSD from Regions Bank)	mortgage	$1,000,001 - $5,000,000	—	—
Seaside Bank (TRSD from Regions Bank)	line of credit	$1,000,001 - $5,000,000	—	—
Mark A. Bell	line of credit	$500,001 - $1,000,000	—	—
SunTrust Leasing - Baltimore, MD	other	$1,000,001 - $5,000,000	—	—
SunTrust Leasing - Baltimore, MD	other	$1,000,001 - $5,000,000	—	—
SunTrust Leasing - Baltimore, MD	other	$500,001 - $1,000,000	—	—
American Airlines Employees FCU	other	$1,000,001 - $5,000,000	—	—
Seaside National Bank, Sarasota, FL (paid off in 2012)	line of credit	$250,001 - $500,000	—	—
Bank of America	mortgage	$1,000,001 - $5,000,000	—	—
BB&T, Winston-Salem, NC	line of credit	$500,001 - $1,000,000	—	—
BB&T, Winston-Salem, NC	other	$1,000,001 - $5,000,000	—	—
J.B. King (Mr Acquisition & Leasing)	mortgage	$100,001 - $250,000	—	—

Trading Sector Allocation (from PTR trades)

Communication Services$9.6M

Basic Materials$1.5M

Technology$12.1M

Healthcare$5.2M

Energy$19.1M

Financial Services$5.3M

Insurance$640K

Industrials$9.2M

Consumer Cyclical$8M

Consumer Defensive$2.2M

Manufacturing$1.1M

Utilities$616K

Banking$978K

Services$895K

Real Estate$408K

Retail Trade$3.3M

Construction$16K

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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).