John J. Duncan, Jr. Net Worth & Financial Disclosure

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Annual financial disclosure for 2008, filed May 13, 2008. Includes 30 assets.

Year:

2013 2012 2011 2010 2009 2008

Est. Net Worth

$447K

2008 annual disclosure

Total Assets

$248K - $645K

30 assets

Total Liabilities

0 liabilities

Total Trades

From PTR filings

Trade Volume

$3.8M

Midpoint of disclosed ranges

Net Worth Over Time

Assets by Category

Bank & Cash$175K (4)

Mutual Funds$173K (4)

Retirement & Pension$75K (3)

Stocks$24K (17)

Other$0 (1)

Gov. Securities$0 (1)

Top Stock Holdings (from trades)

All Assets (30)

Asset	Type	Owner	Value	Income
Mag Cap Stock	Mutual Funds	Self	$50,001 - $100,000	Dividends $1,001 - $2,500
Bank of Jackson NA Accounts	Bank & Cash	Self	$100,001 - $250,000	Interest $201 - $1,000

Trading Sector Allocation (from PTR trades)

Consumer Cyclical$41K

Financial Services$16K

Real Estate$16K

Consumer Defensive$16K

Healthcare$8K

Basic Materials$41K

Industrials$16K

Utilities$8K

Manufacturing

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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).