Vern Buchanan Net Worth & Financial Disclosure

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Annual financial disclosure for 2010, filed May 17, 2010. Includes 131 assets and 17 liabilities.

Year:

2013 2012 2010 2008

Est. Net Worth

-$52M

2010 annual disclosure

Total Assets

$389K - $2.1M

131 assets

Total Liabilities

$19.5M - $87M

17 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

Stocks$664K (116)

Real Estate$375K (1)

Mutual Funds$146K (9)

LLC / Partnership$16K (2)

Bank & Cash$16K (2)

Retirement & Pension$8K (1)

Top Stock Holdings (from trades)

Exxon Mobil Corporation Common StockXOM

$15M

Apple Inc.AAPL

$3.7M

All Assets (131)

Asset	Type	Owner	Value	Income
Amazon.com Inc.(AMZN)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
American Airlines Group Inc.(AAL)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Apple Inc.(AAPL)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
AT&T Inc.(T)	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
Boeing Co.(BA)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Caterpillar Inc.(CAT)	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
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
Walt Disney Co.(DIS)	Stocks	Self	$1,001 - $15,000	None
DowDuPont Inc.(DWDP)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Exxon Mobil Corp.(XOM)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Facebook Inc.(META)	Stocks	Self	$1,001 - $15,000	None
Ford Motor Co.(F)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
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
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
Tesla Inc.(TSLA)	Stocks	Self	$1,001 - $15,000	None
3M Co.(MMM)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
United Parcel Service Inc.(UPS)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
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	None
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
Vacant Lot Longboat Key, FL, US	Real Estate	Self	$250,001 - $500,000	None
Baker, Alan Douglas (IRA)	Retirement & Pension	Self	$1,001 - $15,000	None
BlackRock S&P 500 Index Fund	Mutual Funds	Self	$1,001 - $15,000	Dividends $1 - $200
Cannae Holdings(CNNE)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Cannae Investment Partner	LLC / Partnership	Self	$1,001 - $15,000	Dividends $1 - $200
Comcast Corporation Class A(CMCSA)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Comcast S&P 500 Index Fund	Mutual Funds	Self	$1,001 - $15,000	Dividends $1 - $200
ConocoPhillips(COP)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Costco Wholesale Corporation(COST)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Darden Restaurants, Inc.(DRI)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Dominion Energy, Inc.(D)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Duke Energy Corporation(DUK)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Enterprise GP Holdings(EPD)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Essex Hldg LLC	LLC / Partnership	Self	$1,001 - $15,000	Rent $1 - $200
Gilead Sciences, Inc.(GILD)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
The Home Depot, Inc.(HD)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Johnson & Johnson(JNJ)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Nucor Corporation(NUE)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Norfolk Southern Corporation(NSC)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
PepsiCo, Inc.(PEP)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Starbucks Corporation(SBUX)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Verizon Communications Inc.(VZ)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Walmart Inc.(WMT)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Apple Inc.(AAPL)	Stocks	Self	N/A	None
Amazon.com Corp(AMZN)	Stocks	Self	N/A	None
Applied Materials Inc.(AMAT)	Stocks	Self	N/A	None
Bank of America Corp(BAC)	Stocks	Self	N/A	None
Berkshire Hathaway Inc.(BRK.B)	Stocks	Self	N/A	None
Comcast(CMCSA)	Stocks	Self	N/A	None
Conagra(CAG)	Stocks	Self	N/A	None
Costco Wholesale Corp(COST)	Stocks	Self	N/A	None
Exxon Mobil Corp(XOM)	Stocks	Self	N/A	None
Facebook Inc.(META)	Stocks	Self	N/A	None
General Electric Co(GE)	Stocks	Self	N/A	None
Google Inc.(GOOGL)	Stocks	Self	N/A	None
Johnson & Johnson(JNJ)	Stocks	Self	N/A	None
JPMorgan Chase & Co(JPM)	Stocks	Self	N/A	None
Kinder Morgan Inc.(KMI)	Stocks	Self	N/A	None
Lockheed Martin Corp(LMT)	Stocks	Self	N/A	None
Merck & Co Inc.(MRK)	Stocks	Self	N/A	None
Microsoft Corp(MSFT)	Stocks	Self	N/A	None
Netflix Inc.(NFLX)	Stocks	Self	N/A	None
Nike Inc.(NKE)	Stocks	Self	N/A	None
Nvidia Corp(NVDA)	Stocks	Self	N/A	None
Oracle Corp(ORCL)	Stocks	Self	N/A	None
Pfizer Inc.(PFE)	Stocks	Self	N/A	None
Procter & Gamble Co(PG)	Stocks	Self	N/A	None
Raytheon Co(RTN)	Stocks	Self	N/A	None
Starbucks Corp(SBUX)	Stocks	Self	N/A	None
Texas Instruments(TXN)	Stocks	Self	N/A	None
Verizon Communications(VZ)	Stocks	Self	N/A	None
Visa Inc.(V)	Stocks	Self	N/A	None
Walmart Inc.(WMT)	Stocks	Self	N/A	None
Walt Disney Co(DIS)	Stocks	Self	N/A	None
Wells Fargo & Co(WFC)	Stocks	Self	N/A	None
Zoom Video Communications(ZM)	Stocks	Self	N/A	None
Coca-Cola Co.(KO)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Cisco Systems Inc.(CSCO)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Qualcomm Inc.(QCOM)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Pfizer Inc.(PFE)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Paychex Inc.(PAYX)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Procter & Gamble Co.(PG)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Amazon.com Inc.(AMZN)	Stocks	Self	$1,001 - $15,000	Capital Gains $1 - $200
American Express Co.(AXP)	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
JPMorgan Chase & Co.(JPM)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Microsoft Corp.(MSFT)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Moody's Corp.(MCO)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Morgan Stanley(MS)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
NextEra Energy Inc.(NEE)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Nike Inc. Class B(NKE)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Starbucks Corp.(SBUX)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Target Corp.(TGT)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
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. Class A(V)	Stocks	Self	$1,001 - $15,000	Capital Gains $1 - $200
Walmart Inc.(WMT)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Walt Disney Co.(DIS)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Xcel Energy Inc.(XEL)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Zoom Video Communications Inc. Class A(ZM)	Stocks	Self	$1,001 - $15,000	Capital Gains $1 - $200
Regions Bank	Bank & Cash	Self	$1,001 - $15,000	Interest $1 - $200
Spectrum Growth Fund, Inc. Class F	Mutual Funds	Self	$15,001 - $50,000	Dividends $1 - $200
Spartan 500 Index Fund	Mutual Funds	Self	$15,001 - $50,000	Dividends $1 - $200
Spartan Total Market Index Fund	Mutual Funds	Self	$1,001 - $15,000	Dividends $1 - $200
T. Rowe Price Retirement 2030	Mutual Funds	Self	$1,001 - $15,000	Dividends $201 - $1,000
Vanguard Total Bond Market	Mutual Funds	Self	$15,001 - $50,000	Dividends $1 - $200
Vanguard Total International Stock Index	Mutual Funds	Self	$1,001 - $15,000	Dividends $1 - $200
Wells Fargo Advantage International	Mutual Funds	Self	$1,001 - $15,000	Dividends $1 - $200
Washington Trust Bank	Bank & Cash	Self	$1,001 - $15,000	Interest $1 - $200

Liabilities (17)

Creditor	Type	Amount	Rate	Term
Regions Bank (TRUST FOR Combined Bank), Sarasota, FL	mortgage	$100,001 - $250,000	—	—
Sabal Bank (LTR, SFRD R 5), Sarasota, FL	mortgage	$100,001 - $250,000	—	—
Sabal Bank (LTR, SFRD R 5), Sarasota, FL	mortgage	$250,001 - $500,000	—	—
FineMark National Bank & Trust	mortgage	$500,001 - $1,000,000	—	—
Sabal Bank	mortgage	$500,001 - $1,000,000	—	—
SunTrust Bank	mortgage	$1,000,001 - $5,000,000	—	—
SunTrust Bank	mortgage	$1,000,001 - $5,000,000	—	—
SunTrust Bank	mortgage	$500,001 - $1,000,000	—	—
Sabal Bank	mortgage	$1,000,001 - $5,000,000	—	—
SunTrust Bank	line of credit	$500,001 - $1,000,000	—	—
Sabal Bank	line of credit	$1,000,001 - $5,000,000	—	—
Andalusia Real Estate, LLC	mortgage	$1,000,001 - $5,000,000	—	—
F2CH3, LLC	mortgage	$5,000,001 - $25,000,000	—	—
Atlantic Holdings, LLC	mortgage	$5,000,001 - $25,000,000	—	—
SunTrust Bank	line of credit	$500,001 - $1,000,000	—	—
SunTrust Bank	line of credit	$500,001 - $1,000,000	—	—
Wachovia Bank, Sarasota, FL	line of credit	$1,000,001 - $5,000,000	—	—

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).