BARNEY FRANK Net Worth & Financial Disclosure

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Annual financial disclosure for 2011, filed May 13, 2011. Includes 48 assets.

Year:

2012 2011 2010 2008

Est. Net Worth

$2.8M

2011 annual disclosure

Total Assets

$1.8M - $3.9M

48 assets

Total Liabilities

0 liabilities

Total Trades

From PTR filings

Trade Volume

$245K

Midpoint of disclosed ranges

Net Worth Over Time

Show data table

Period	Est. net worth
2008	$1.3M
2010	$2M
2010	$1.8M
2010	$1.5M
2011	$2.8M
2011	$1.2M
2012	$1.6M

Assets by Category

Gov. Securities$2M (33)

Mutual Funds$696K (13)

Other$75K (1)

Bank & Cash$75K (1)

Top Stock Holdings (from trades)

All Assets (48)

Asset	Type	Owner	Value	Income
Barney Frank for Congress	Other	Self	$50,001 - $100,000	None
Calvert Social INV FD Equity Portfolio CL A	Mutual Funds	Self	$50,001 - $100,000	Dividends/Cap Gains $2,501 - $5,000
Calvert Social INV FD Equity Portfolio CL A	Mutual Funds	Self	$50,001 - $100,000	Dividends/Cap Gains $2,501 - $5,000
Calvert Social INV FD Equity Portfolio CL A	Mutual Funds	Self	$15,001 - $50,000	Dividends/Cap Gains $2,501 - $5,000
Calvert Social INV FD Equity Portfolio CL A	Mutual Funds	Self	$50,001 - $100,000	Dividends/Cap Gains $2,501 - $5,000
Calvert Social INV FD Equity Portfolio CL A	Mutual Funds	Self	$100,000 - $100,000	Dividends/Cap Gains $2,501 - $5,000
Calvert Social INV FD Equity Portfolio CL A	Mutual Funds	Self	$15,001 - $50,000	Dividends/Cap Gains $2,501 - $5,000
Calvert Social INV FD Equity Portfolio CL A	Mutual Funds	Self	$50,001 - $100,000	Dividends/Cap Gains $2,501 - $5,000
Citibank Deposit Program	Bank & Cash	Self	$50,001 - $100,000	Interest
Commonwealth Mass GENL OBLIG A BE DD	Gov. Securities	Self	$50,001 - $100,000	Interest
Commonwealth Mass GENL OBLIG A BE DD	Gov. Securities	Self	$100,001 - $250,000	Interest
Equity Portfolio C L A	Mutual Funds	Self	$50,001 - $100,000	Dividends/Capital Gains $2,501 - $5,000
Equity Portfolio C L A	Mutual Funds	Self	$15,001 - $50,000	Capital Gains/Dividends
Equity Portfolio C L A	Mutual Funds	Self	$50,001 - $100,000	Capital Gains/Dividends
Equity Portfolio C L A	Mutual Funds	Self	$15,001 - $50,000	Dividends/Capital Gains
Maderna Mass RFDC MUN PURP LN LT Assured GTY BE GO DD	Gov. Securities	Self	$50,001 - $100,000	Interest
Maderna Mass RFDC MUN PURP LN LT Assured GTY	Gov. Securities	Self	$15,001 - $50,000	Interest
Massachusetts H&E FACS SYS REV Partners HLTCRE	Gov. Securities	Self	$50,001 - $100,000	Interest $2,501 - $5,000
Massachusetts H&E FACS SYS REV Partners HLTCRE	Gov. Securities	Self	$50,001 - $100,000	Interest
Massachusetts HLTH&EDL FAC REVS Barnstable Cancer INST-K	Gov. Securities	Self	$15,001 - $50,000	Interest
Massachusetts HLTH&EDL FACS AU REV Dana Faber	Gov. Securities	Self	$15,001 - $50,000	Interest $201 - $1,000
Massachusetts HLTH&EDL FACS REV Dana Faber	Gov. Securities	Self	$15,001 - $50,000	Interest $201 - $1,000
Massachusetts HLTH&EDL Cancer Inst	Gov. Securities	Self	$15,001 - $50,000	Interest
Massachusetts HLTH&EDL Dana-Farber Cancer Inst	Gov. Securities	Self	$15,001 - $50,000	Interest $201 - $1,000
Massachusetts School BLDG Authority	Gov. Securities	Self	$50,001 - $100,000	Interest $201 - $1,000
MA Dedicated Sales Tax	Gov. Securities	Self	$50,001 - $100,000	Interest
MABAC	Gov. Securities	Self	$50,001 - $100,000	Interest
Massachusetts ST CONS LN- SER C	Gov. Securities	Self	$50,001 - $100,000	Interest $5,001 - $15,000
Massachusetts ST CONS LN- SER C FSA	Gov. Securities	Self	$50,001 - $100,000	Interest
Massachusetts ST G/O REF SER C FSA	Gov. Securities	Self	$50,001 - $100,000	Interest $1,001 - $2,500
Massachusetts ST G/O REF SER C MBTA	Gov. Securities	Self	$50,001 - $100,000	Interest
Massachusetts ST G/O REF SER C MBTA	Gov. Securities	Self	$50,001 - $100,000	Interest $1,001 - $2,500
Massachusetts ST HSG FIN AGCY Rental MTG- ANTICIP	Gov. Securities	Self	$1,001 - $15,000	Interest
Massachusetts ST HSG FIN AGY HSG REV Rental-MTG-B Massachusetts, US	Gov. Securities	Self	$1,001 - $15,000	Interest
Massachusetts ST HSG FIN AGY RFDG HSG SER A Massachusetts, US	Gov. Securities	Self	$15,001 - $50,000	Interest $201 - $1,000
Massachusetts ST HSG FIN AGY RFDG HSG SER A Massachusetts, US	Gov. Securities	Self	$50,001 - $100,000	Interest
Massachusetts ST SPL OBLIG Dedicated Tax REV SER A Massachusetts, US	Gov. Securities	Self	$15,001 - $50,000	Capital Gains
Massachusetts ST SPL OBLIG Dedicated Tax REV SER A Massachusetts, US	Gov. Securities	Self	$50,001 - $100,000	Capital Gains
Massachusetts State CONS Loan SER A BookEntry Massachusetts, US	Gov. Securities	Self	$50,001 - $100,000	Interest
Massachusetts State CONS Loan SER A BookEntry Massachusetts, US	Gov. Securities	Self	$100,001 - $250,000	Interest $5,001 - $15,000
Massachusetts WTR RES AUTH GENL REV SER A BookEntry Massachusetts, US	Gov. Securities	Self	$15,001 - $50,000	Interest
Massachusetts WTR RES AUTH GENL REV SER A BookEntry Massachusetts, US	Gov. Securities	Self	$50,001 - $100,000	Interest $1,001 - $2,500
NUVEEN Massachusetts Fund Advantage Municipal Fund	Mutual Funds	Self	$1,001 - $15,000	Dividends $1 - $200
NUVEEN Massachusetts Fund Advantage Municipal Fund	Mutual Funds	Self	$1,001 - $15,000	Dividends $1 - $200
The Commonwealth of Massachusetts Obligation Refunding Bonds Massachusetts, US	Gov. Securities	Self	$15,001 - $50,000	Interest
The Commonwealth of Massachusetts General Obligation Bonds	Gov. Securities	Self	$15,001 - $50,000	Interest
University of Mass BLDG AU Rev Senior SER A GTD META	Gov. Securities	Self	$15,001 - $50,000	Interest
Harvard Univ META Rev Senior SER A GTD	Gov. Securities	Self	$15,001 - $50,000	Interest $1,001 - $2,500

BARNEY FRANK trades Wealthiest members Most active traders MA delegation Articles

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).