For those of you who do not typically use financial filings, I thought I would make it easy for you to access information on how the Presidential candidates’ money works. Once you see how to access these candidates, I am hoping you can use this template to do the same for your Senators and Congressman. Click here to see “How Obama’s Money Works.”
Senator John McCain’s Financial Filings
Banks (including spouse):
Wachovia
USAA Money Market
JP Morgan Chase
Pension Plan:
U.S. Navy – annual $58,358
Book Royalties
Sterling Lord Literistics/Random House $83,705
Sterling Lord Literistics/Warner Books 91,250
Sterling Lord Literistics/Easton Press 1,553
Positions Held Outside of the US Government
International Republican Institute, Chairman of the Board
Nixon Center for Peace and Freedom, Member of the Board
Foundation for Melanoma Research, Board Member
Columbia Shuttle Memorial Trust, Ex-Officio Member
Intrepid Foundation, Trustee
Media Support Center Foundation, Chairman of Supervisory Committee
Translational Genomics Research Institute, Chairman of National Advisory Committee
Mutual Fund and Investments:
Income, Mutual Fund and Investments (spouse, Cindy McCain)
Hensley & Co – Salary – Over $1,000
Hensley & Co:
American Funds Europacific
American Funds Growth
American Funds Income
Lord ABB Mid Cap Value Fund
Properties in Sedona Arizona
Land in Sedona Arizona
Princess Medical Center, LLC, Rental Medical Offices in Scottsdale Arizona
Cindy H. McCain Revocable Trust, Chase Trustee
CM Revocable Trust, Merrill Lynch Trustee
JP Morgan Municipal Money Market
Anheuser-Busch Stock
Hensley & Co. Note Receivable
JP Morgan Tax Tree Money Market
Bank One Trust Money Market
Residential Property, La Jolla, California
Wild Creek Enterprises, Phoeniz Arizona:
Estrella Medical Plaza, LLC, Phoenix Arizona
Bank Capital Corp, Phoeniz Arizona, Common Stock
JP Morgan Checking
Hensley & Co (Beer Distribution) and assets:
Antelope Meadows Note Recievable
King Aviation, Phoenix Arizona
Fielder’s Choice LLC, Phoenix Arizona, (Underlying
Asset is AZPB, LP – Professional baseball)
Anheuser-Busch common stock
Estrella Medical Plaza, LLC, Phoenix Arizona
Dream Catcher Family, LLC:
Property in Coronado California
JP Morgan Chase checking account
Wild River LLC, Phoenix Arizona:
Wild River LLC JP Morgan Chase Checking and Savings
Schwab Cash Reserve and Value Advantage
Centennial Money Market
Capital World Growth and Income Fund
Limited Tax Exempt Bond Fund of America
Tax Exempt Bond Fund of America
Hensley & Co note receivable
Rental Real Estate, Phoenix Arizona
Wild Rapids, LLC, Phoenix Arizona:
New York Policy (Whole Life)
Sun Life Policy (Universal Life)
JP Morgan Chase Checking
Liabilities: Owed within Range
Chase Credit Card – 25.99% – Joint – $10-15,000
Chase Credit Line – Prime–1% spouse $250-500,000
Chase Construction Line Prime–1% spouse $500-1,000,000
Chase Promissary Note Prime–1% spouse $500-1,000,000
American Express Charge Card 0% spouse $100-250,000
American Express Charge Card 0% spouse $100-250,000
Chase spouse and dependent children-
King Aviation (Hensley & Co) over $1,000,000
Arizona Bank and Trust spouse and dependent children-
King Aviation (Hensley & Co) $500-1,000,000
Marketable Securities Held by Dependent Children:
JP Morgan Chase Municipal Money Market
JP Morgan Chase Tax Free Money Market
JP Morgan Chase Arizona Municipal Bond Fund
JP Morgan Chase Municipal Income Bond Fund
Anheuser-Busch Stock
JP Morgan Chase US Equity Fund
JP Morgan Chase Large Cap Growth
JP Morgan Chase Large Cap Value
JP Morgan Chase Diversified Mid Cap Value Fund
JP Morgan Chase Diversified Mid Cap Growth
JP Morgan Chase Small Cap Growth
JP Morgan Chase Small Cap Value
JP Morgan Chase International Equity Fund
JP Morgan Chase International Equity Index
JP Morgan Chase Intrepid America Fund
JP Morgan Chase Multi-Cap Market Neutral Fund
JP Morgan Chase US Real Estate Fund
JP Morgan Chase Highbridge Statistical Market Neutral Fund
JP Morgan Chase International Value Fund
JP Morgan Chase Intrepid International Fund Select
Marketable Securities Held by CM Revocable Trust:
CMA Money Fund
Abbot Laboratories
Alcoa
Allstate
AIG
Bank of America
Baxter
Bristol Myers
CBS
Chevron
Cisco
Citigroup
ConocoPhillips
Countrywide Financial
EI DuPont
Exxon
Fannie Mae
Freddie Mac
FPL Group
GE
Goldman Sachs
HanesBrands
Hartford Financial
Home Depot
Honeywell
Ingersoll-Rand
Intel
Kimberly Clark
Lehman Brothers
Limited, inc.
Merck
Motorola
Sara Less
Sprint
Target
US Treasury Notes & Bonds
United Parcel
US Bankcrop
Verizon Communications
Wachovia
Wal Mart
Washington Mutual
Wyeth
Xerox
Marketable Securities Held by James Hensley Trust:
JP Morgan Chase Municipal Money Market
JP Morgan Chase Tax Free Money Market
10 Arizona Municipal Bonds
JP Morgan Chase Intermediate Tax Free Bond
Centennial Money Market
TCF Financial Corp
US Airways Group
Cross Country Bank CD
Capital One FBS CD
Capital One Bank CD
Keybank NA CD
Lehman Brothers Bank CD
Byron Center State Bank CD
Ford Motor Credit Notes
Flagstar Bank CD
Providian National Bank CD
Sand Ridge Bank CD
Fannie Mae Notes
Freddie Mac Notes
First Signature Bank & Trust CD
Eurobank CD
Gold Bank
Goldman Sachs Notes
Bear Stearns Note
Caterpillar Financial Services Notes
Citigroup Notes
Walt Disney Note
Wells Fargo Note
North Slope Alaska Bond
Marciopa Arizona General Obligation Bonds
Phoenix Bonds
Chicago Bond
Houston Water & Sewer
Harris County, Texas Bonds
62 various municipal bonds
American Funds – Capital World Growth & Income Fund
American Funds – EuroPacific Growth Fund
American Funds – Fundamental Investors Inc.
American Funds – Growth Fund of America
American Funds – Investment Company of America
American Funds – New Perspective Fund
American Funds – Small Cap World Fund
American Funds – Washington Mutual
Lord Abbett Mid-Cap Value Fund
Lord Abbett Affiliated Fund
Marketable Securities Held by James Hensley Qualified Exempt Trust:
JP Morgan Chase Municipal Money Market
JP Morgan Chase Tax Free Money Market
JP Morgan Chase Diversified Mid Cap Value Fund
JP Morgan Chase Diversified Mid Cap Growth
JP Morgan Chase Emerging Markets Equity
JP Morgan Chase International Equity Fund
JP Morgan Chase Japan Fund Select
JP Morgan Chase Large Cap Growth Fund
JP Morgan Chase Large Cap Value Fund
JP Morgan Chase Intrepid America Fund
JP Morgan Chase Multi-Cap Market Neutral Fund
JP Morgan Chase Small Cap Growth
JP Morgan Chase Small Cap Value
JP Morgan Chase US Equity Fund
JP Morgan Chase High Yield Bond Fund
American Funds Europacific
American Funds Growth
American Funds Income
Anheuser-Busch Stock
Lord ABB Mid-Cap Value