financial DiScloSure report
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1 Filing ID # financial DiScloSure report Clerk of the House of Representatives Legislative Resource Center 135 Cannon Building Washington, DC filer information name: Status: State/District: Hon. Paul Ryan Member WI01 filing information filing type: annual Report filing year: 2014 filing Date: 05/14/2015 ScheDule a: assets and "unearned" income asset owner value of asset income? 2013 BOOK PUBLISHING agreement WITH GRaND CENTRaL PUBLISHING, a DIVISION OF HaCHETTE BOOK G Undetermined ROYaLTIES None ava O LIMITED CO *ava O LIMITED CO - IN TOTaL* SP $100,001 - PaRTNERSHIP $50,001 - DESCRIPTION: THIS LINE ITEM REFLECTS THE TOTaL VaLUE OF THE ENTITY, REPORTaBLE INDIVIDUaL HOLDINGS FOLLOW ava O LIMITED CO LaNDMaRK BaNK account SP $1,001 - None ava O LIMITED CO MINERaL RIGHTS SP $100,001 - ROYaLTIES $50,001 - DESCRIPTION: MINERaL RIGHTS LOCaTED IN OKLaHOMa BLONDIE & BROWNIE, LLC *BLONDIE & BROWNIE, LLC - IN TOTaL* SP $100,001 - PaRTNERSHIP $5,001 - LOCaTION: MaDILL, OK, US DESCRIPTION: THIS LINE ITEM REFLECTS THE TOTaL VaLUE OF THE ENTITY, REPORTaBLE INDIVIDUaL HOLDINGS FOLLOW BLONDIE & BROWNIE, LLC LaNDMaRK BaNK account SP $1,001 - None
2 asset owner value of asset income? BLONDIE & BROWNIE, LLC MINERaL RIGHTS SP $100,001 - ROYaLTIES $5,001 - DESCRIPTION: MINERaL RIGHTS LOCaTED IN OKLaHOMa CMR, LLC Undetermined ROYaLTIES None DESCRIPTION: MEMBER'S SHaRE OF ROYaLTY FROM BOOK PUBLISHING agreement FOR approved EXPENSES and CHaRITaBLE DONaTIONS EDWaRD JONES MONEY MaRKET SP $15,001 - $50,000 Dividends $1 - $200 FIDELITY CONTRaFUND FUND SP $100,001 - Dividends $5,001 - b HaRTFORD CaPITaL appreciation FUND a SP $15,001 - $50,000 Dividends $5,001 - b HaRTFORD DIVIDEND & GROWTH FUND a SP $15,001 - $50,000 Dividends $2,501 - $5,000 b JaNUS GLOBaL RESEaRCH FUND T SP $15,001 - $50,000 Dividends $201 - HaRTFORD CaPITaL appreciation FUND a SP $15,001 - $50,000 Tax-Deferred b HaRTFORD DISCIPLINED EQUITY FUND a SP $1,001 - Tax-Deferred HaRTFORD DIVIDEND & GROWTH FUND a SP $1,001 - Tax-Deferred HaRTFORD GLOBaL CaPITaL appreciation FUND a SP $1,001 - Tax-Deferred b HaRTFORD GLOBaL EQUITY FUND a SP $1,001 - Tax-Deferred COMMENTS: NaME CHaNGED FROM "HaRTFORD GLOBaL RESEaRCH FUND a" ON 5/30/2014 HaRTFORD HEaLTHCaRE FUND a SP $1,001 - Tax-Deferred HaRTFORD MIDCaP FUND a SP $15,001 - $50,000 Tax-Deferred b
3 asset owner value of asset income? JOHNSON BaNK - CHECKING accounts JT $15,001 - $50,000 Interest $1 - $200 *LITTLE LaND COMPaNY, LP - IN TOTaL* SP $50,001 - PaRTNERSHIP $5,001 - DESCRIPTION: THIS LINE ITEM REFLECTS THE TOTaL VaLUE OF THE ENTITY, REPORTaBLE INDIVIDUaL HOLDINGS FOLLOW CaBIN SP $1,001 - Rent $1 - $200 LOCaTION: KINGSTON, OK, US FIRST UNITED BaNK account SP $1,001 - Interest $1 - $200 INTEREST IN COURaGE SPECIaL SITUaTIONS FUND, LP SP $15,001 - $50,000 PaRTNERSHIP $1,001 - INTEREST IN RED RIVER PINE LIMTED CO SP $1,001 - PaRTNERSHIP $1 - $200 LOCaTION: MaDILL, OK, US DESCRIPTION: INTEREST IN TIMBER RIGHTS INVESTMENT ENTITY LaNDMaRK BaNK account SP $1,001 - None MINERaL RIGHTS DESCRIPTION: MINERaL RIGHTS LOCaTED IN OKLaHOMa SP $15,001 - $50,000 ROYaLTIES $15,001 - $50,000 VaCaNT LaND SP $1,001 - Capital Gains, Rent $1,001 - b LOCaTION: VaRIOUS COUNTIES, OK, US MINERaL RIGHTS SP $50,001 - ROYaLTIES $1 - $200 DESCRIPTION: MINERaL RIGHTS LOCaTED IN OKLaHOMa PRUDENCE LITTLE LIVING TRUST SP,001 - $5,000,000 Excepted/Blind Trust $50,001 - DESCRIPTION: 1/3 REMaINDER INTEREST IN EXCEPTED TRUST RED RIVER PINE LIMITED CO SP $100,001 - PaRTNERSHIP $2,501 - $5,000 LOCaTION: MaDILL, OK, US
4 asset owner value of asset income DESCRIPTION: % INTEREST IN TIMBER RIGHTS INVESTMENT ENTITY? *RYaN LIMITED PaRTNERSHIP - IN TOTaL* $250,001 - $500,000 PaRTNERSHIP $5,001 - DESCRIPTION: THIS LINE ITEM REFLECTS THE TOTaL VaLUE OF THE ENTITY, REPORTaBLE INDIVIDUaL HOLDINGS FOLLOW aberdeen FUNDS EMERGING MaRKETS FUND $1,001 - Dividends $1 - $200 american CENTURY SMaLL CaP VaLUE FUND american FUNDS EUROPaCIFIC GROWTH FUND FIRST american PRIME OBLIGaTION FUND Y $1,001 - None GLENMEDE SMaLL CaP EQUITY FUND $1,001 - Dividends $1 - $200 HaRBOR CaPITaL appreciation FUND $15,001 - $50,000 Dividends $1,001 - ipath Bloomberg Commodity Index Total Return ETN (DJP) $1,001 - None b COMMENTS: NaME CHaNGED FROM "IPaTH DOW JONES UBS COMMODITY INDEX TOTaL RETURN ETN" DURING 2014 ISHaRES TIPS ETF $1,001 - Dividends $1 - $200 LaUDUS INTERNaTIONaL MaRKETMaSTERS FUND $1,001 - Dividends $1 - $200 NEUBERGER BERMaN GENESIS INSTITUTIONaL FUND NUVEEN DIVIDEND VaLUE FUND $15,001 - $50,000 Dividends $1,001 - NUVEEN INTERMEDIaTE DURaTION MUNICIPaL BOND FUND $15,001 - $50,000 Dividends $1,001 -
5 asset owner value of asset income? NUVEEN REaL ESTaTE SECURITIES FUND OaKMaRK GLOBaL FUND OPPENHEIMER DEVELOPING MaRKETS FUND $1,001 - Dividends $1 - $200 POWERSHaRES QQQ ETF $1,001 - Dividends $1 - $200 SCHWaB ONE MONEY MaRKET $15,001 - $50,000 Interest $1 - $200 SCOUT INTERNaTIONaL FUND $1,001 - Dividends $1,001 - SPDR S&P 500 ETF $15,001 - $50,000 Dividends $201 - T ROWE PRICE BLUE CHIP GROWTH FUND $15,001 - $50,000 Dividends $201 - T ROWE PRICE MID CaP GROWTH FUND T ROWE PRICE MID CaP VaLUE FUND $1,001 - Dividends $1,001 - VaNGUaRD EQUITY FUND $15,001 - $50,000 Dividends $201 - VaNGUaRD EXPLORER FUND *RYaN-HUTTER INVESTMENT PaRTNERSHIP - IN TOTaL* $500,001 -,000 PaRTNERSHIP $15,001 - $50,000 DESCRIPTION: THIS LINE ITEM REFLECTS THE TOTaL VaLUE OF THE ENTITY, REPORTaBLE INDIVIDUaL HOLDINGS FOLLOW accenture plc. Class a Ordinary Shares (acn) $1,001 - Dividends $1 - $200 $1,001 - Dividends $1 - $200
6 asset owner value of asset income artisan INTERNaTIONaL FUND? Bank of New York Mellon Corporation (BK) $1,001 - Dividends $1 - $200 Bristol-Myers Squibb Company (BMY) $15,001 - $50,000 Dividends $201 - Citrix Systems, Inc. (CTXS) $1,001 - None General Electric Company (GE) $1,001 - Dividends $1 - $200 HaRBOR INTERNaTIONaL FUND $1,001 - Dividends $1 - $200 Home Depot, Inc. (HD) $100,001 - Capital Gains, Dividends $2,501 - $5,000 b International Business Machines Corporation (IBM) $1,001 - Dividends $1 - $200 ISHaRES IBONDS SEPTEMBER 2015 amt-free MUNI $15,001 - $50,000 Interest $1 - $200 b ISHaRES IBONDS SEPTEMBER 2016 amt-free MUNI $1,001 - Interest $1 - $200 b ISHaRES IBONDS SEPTEMBER 2017 amt-free MUNI $1,001 - Interest $1 - $200 b ISHaRES IBONDS SEPTEMBER 2019 amt-free MUNI $1,001 - Interest $1 - $200 b MaDISON MID CaP FUND Y $15,001 - $50,000 Dividends $2,501 - $5,000 b NOTE RECEIVaBLE $50,001 - None DESCRIPTION: NOTE RECEIVaBLE FROM ERD
7 asset owner value of asset income? PIMCO TOTaL RETURN FUND Procter & Gamble Company (PG) $15,001 - $50,000 Dividends $201 - SCHWaB advisor CaSH RESERVES PREMIER MONEY MaRKET $1,001 - Dividends $1 - $200 SCHWaB GOVERNMENT MONEY MaRKET $50,001 - None Wells Fargo & Company (WFC) $50,001 - Dividends $1,001 - Zimmer Holdings, Inc. (ZMH) $1,001 - Dividends $1 - $200 T ROWE PRICE BROKERaGE account T ROWE PRICE EQUITY FUND SP $50,001 - Dividends $2,501 - $5,000 b T ROWE PRICE BROKERaGE account T ROWE PRICE NEW HORIZONS FUND SP $50,001 - Dividends $5,001 - b TIaa-CREF TUITION FINaNCING, INC EDVEST 529 COLLEGE SaVINGS PLaN DC $100,001 - Tax-Deferred LOCaTION: WI DESCRIPTION: DEPENDENT CHILD #2 - age BaSED PORTFOLIO TIaa-CREF TUITION FINaNCING, INC EDVEST 529 COLLEGE SaVINGS PLaN DC $100,001 - Tax-Deferred LOCaTION: WI DESCRIPTION: DEPENDENT CHILD #1 - age BaSED PORTFOLIO * asset class details available at the bottom of this form. ScheDule B: transactions asset owner Date tx. type amount cap. gains > $200? FIDELITY CONTRaFUND FUND SP 02/10/2014 P $1,001 -
8 asset owner Date tx. type FIDELITY CONTRaFUND FUND amount SP 12/15/2014 P $1,001 - cap. gains > $200? HaRTFORD CaPITaL appreciation FUND a SP 12/15/2014 P $1,001 - HaRTFORD DIVIDEND & GROWTH FUND a SP 12/15/2014 P $1,001 - HaRTFORD MIDCaP FUND a SP 12/15/2014 P $1,001 - HaRTFORD CaPITaL appreciation FUND a SP 12/15/2014 P $1,001 - HaRTFORD GLOBaL CaPITaL appreciation FUND a SP 12/15/2014 P $1,001 - HaRTFORD GLOBaL GROWTH FUND a SP 04/7/2014 E $1,001 - DESCRIPTION: HaRTFORD GLOBaL GROWTH FUND a MERGED INTO HaRTFORD GLOBaL CaPITaL appreciation FUND a VaCaNT LaND SP 12/31/2014 S (partial) $1,001 - b LOCaTION: PONTOTOC CO, OK, US ipath Bloomberg Commodity Index Total Return ETN (DJP) 09/22/2014 S (partial) $1,001 - Home Depot, Inc. (HD) 10/27/2014 S (partial) $50,001 - b ISHaRES IBONDS SEPTEMBER 2015 amt-free MUNI 12/3/2014 P $15,001 - $50,000 ISHaRES IBONDS SEPTEMBER 2016 amt-free MUNI 12/2/2014 P $1,001 - ISHaRES IBONDS SEPTEMBER 2017 amt-free MUNI 12/2/2014 P $1,001 -
9 asset owner Date tx. type ISHaRES IBONDS SEPTEMBER 2019 amt-free MUNI amount 12/3/2014 P $1,001 - cap. gains > $200? MaDISON MID CaP FUND Y 07/10/2014 P $1,001 - MaDISON MID CaP FUND Y 05/15/2014 P $1,001 - MaDISON MID CaP FUND Y 01/29/2014 P $1,001 - MaDISON MID CaP FUND Y 01/24/2014 P $1,001 - MaDISON MID CaP FUND Y 01/23/2014 P $1,001 - T ROWE PRICE BROKERaGE account T ROWE PRICE EQUITY FUND SP 12/11/2014 P $1,001 - T ROWE PRICE BROKERaGE account T ROWE PRICE NEW HORIZONS FUND SP 12/15/2014 P $1,001 - * asset class details available at the bottom of this form. ScheDule c: earned income None disclosed. ScheDule D: liabilities owner creditor Date incurred type amount of liability JT JOHNSON BaNK, JaNESVILLE, WI JUNE 2010, REFINaNCED MaY 2012 and MaY 2013 MORTGaGE ON PERSONaL RESIDENCE, JaNESVILLE, WI (NOT RENTED) $250,001 - $500,000 ScheDule e: PoSitionS
10 Position LIMITED PaRTNER GENERaL PaRTNER NON-COMPENSaTED MEMBER name of organization RYaN LIMITED PaRTNERSHIP RYaN-HUTTER INVESTMENT PaRTNERSHIP CMR, LLC COMMENTS: FORMED IN CONNECTION WITH BOOK PUBLICaTION ScheDule f: agreements Date Parties to terms of agreement March 2010 CMR, LLC and SIMON & SCHUSTER, INC BOOK PUBLISHING agreement November 2013 PaUL D RYaN and GRaND CENTRaL PUBLISHING, a DIVISION OF HaCHETTE BOOK GROUP BOOK PUBLISHING agreement ScheDule g: gifts Source Description value UNITED STaTES SENaTOR PaTTY MURRaY OF WaSHINGTON STaTE (WaSHINGTON, DC, US) autographed RUSSELL WILSON NFL SEaTTLE SEaHaWKS JERSEY $500 ScheDule h: travel PaymentS and reimbursements trip Details inclusions Source Start Date end Date itinerary Days at own exp. lodging? food? family? GRaND CENTRaL PUBLISHING, a DIVISION OF HaCHETTE BOOK GROUP GRaND CENTRaL PUBLISHING, a DIVISION OF HaCHETTE BOOK GROUP GRaND CENTRaL PUBLISHING, a DIVISION OF HaCHETTE BOOK GROUP 08/18/ /29/2014 JaNESVILLE, WI - MULTI-CITY BOOK PROMOTIONaL TOUR - JaNESVILLE, WI 09/28/ /1/2014 JaNESVILLE, WI - NEW YORK, NY - JaNESVILLE, WI 10/15/ /16/2014 JaNESVILLE, WI - CHICaGO, IL - SaN FRaNCISCO, Ca 0 b b 0 b b 0 b b asa FOR GOVERNOR 09/24/ /24/2014 ST LOUIS, MO - 0
11 trip Details inclusions Source Start Date end Date itinerary Days at own exp. DIRECT FLIGHT - BENTON, ar lodging? food? family? FRIENDS OF SCOTT WaLKER FRIENDS OF SCOTT WaLKER FRIENDS OF SCOTT WaLKER 10/29/ /29/2014 MaDISON, WI - MULTI-CITY STaTEWIDE CaMPaIGN TOUR - MaDISON, WI 11/2/ /2/2014 JaNESVILLE, WI - MULTI-CITY STaTEWIDE CaMPaIGN TOUR - KENOSHa, WI 11/3/ /3/2014 MaDISON, WI - MULTI-CITY STaTEWIDE CaMPaIGN TOUR - WaUKESHa, WI ScheDule i: PaymentS made to charity in lieu of honoraria None disclosed. ScheDule a and B asset class DetailS ava O LIMITED CO (Owner: SP) LOCaTION: MaDILL, OK, US DESCRIPTION: % INTEREST IN INVESTMENT PaRTNERSHIP BLONDIE & BROWNIE, LLC (Owner: SP) LOCaTION: MaDILL, OK, US DESCRIPTION: 10% INTEREST IN INVESTMENT PaRTNERSHIP EDWaRD JONES BROKERaGE account (Owner: SP) LOCaTION: US EDWaRD JONES IRa BROKERaGE account (Owner: SP) LITTLE LaND COMPaNY, LP (Owner: SP) LOCaTION: MaDILL, OK, US DESCRIPTION: % INTEREST IN INVESTMENT PaRTNERSHIP RYaN LIMITED PaRTNERSHIP LOCaTION: MaDISON, WI, US DESCRIPTION: 21.37% INTEREST IN INVESTMENT PaRTNERSHIP RYaN-HUTTER INVESTMENT PaRTNERSHIP LOCaTION: FT LaUDERDaLE, FL, US DESCRIPTION: 20% INTEREST IN INVESTMENT PaRTNERSHIP T ROWE PRICE BROKERaGE account (Owner: SP) LOCaTION: US
12 exclusions of SPouSe, DePenDent, or trust information ipo: Did you purchase any shares that were allocated as a part of an Initial Public Offering? nmlkj Yes nmlkji No trusts: Details regarding "Qualified Blind Trusts" approved by the Committee on Ethics and certain other "excepted trusts" need not be disclosed. Have you excluded from this report details of such a trust benefiting you, your spouse, or dependent child? nmlkji Yes nmlkj No exemption: Have you excluded from this report any other assets, "unearned" income, transactions, or liabilities of a spouse or dependent child because they meet all three tests for exemption? nmlkj Yes nmlkji No comments certification and Signature b I CERTIFY that the statements I have made on the attached Financial Disclosure Report are true, complete, and correct to the best of my knowledge and belief. Digitally Signed: Hon. Paul Ryan, 05/14/2015
financial DiScloSure report
Filing ID #10001482 financial DiScloSure report Clerk of the House of Representatives Legislative Resource Center B-106 Cannon Building Washington, DC 20515 filer information name: Status: State/District:
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financial DiScloSure report
Filing ID #10001391 financial DiScloSure report Clerk of the House of Representatives Legislative Resource Center B-106 Cannon Building Washington, DC 20515 filer information name: Status: State/District:
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