Carolyn B. Maloney Net Worth & Financial Disclosure

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Annual financial disclosure for 2009, filed May 14, 2009. Includes 110 assets and 7 liabilities.

Year:

2013 2012 2011 2010 2009 2008

Est. Net Worth

$56.2M

2009 annual disclosure

Total Assets

$25.9M - $93.9M

110 assets

Total Liabilities

$2.5M - $5M

7 liabilities

Total Trades

223

From PTR filings

Trade Volume

$55.8M

Midpoint of disclosed ranges

Net Worth Over Time

Show data table

Period	Est. net worth
2008	$63.6M
2009	$56.2M
2010	$23M
2011	$29M
2012	$31.7M
2013	$30.7M

Assets by Category

Real Estate$21.9M (11)

Stocks$20M (62)

LLC / Partnership$12.7M (14)

Mutual Funds$4.1M (14)

Other$925K (2)

Bank & Cash$240K (6)

Gov. Securities$33K (1)

Top Stock Holdings (from trades)

All Assets (110)

Asset	Type	Owner	Value	Income
Certificate of Deposit Virginia Beach, VA, US	Bank & Cash	Self	$1,001 - $15,000	Interest $201 - $1,000
Citibank N.A. Checking	Bank & Cash	Self	$15,001 - $50,000	Interest $1 - $200
Alliance Capital Reserve Money Market Fund	Mutual Funds	Self	$15,001 - $50,000	Interest $1,001 - $2,500
Dreyfus Money Market Fund	Mutual Funds	Self	$15,001 - $50,000	Interest $1,001 - $2,500
Chromium Corp. Chicago, IL, US	Stocks	Self	$100,001 - $250,000	None
Fleet Bank - Checking	Bank & Cash	Self	$1,001 - $15,000	None
Chase Manhattan Bank - Checking	Bank & Cash	Self	$1,001 - $15,000	None
Citibank Checking	Bank & Cash	Self	$1,001 - $15,000	Interest $1 - $200
Citibank Money Rate Plus - Money Market Fund	Bank & Cash	Self	$100,001 - $250,000	Interest $1,001 - $2,500
Chromium Industries, Inc. - Loan	Other	Self	$100,001 - $250,000	Interest $5,001 - $15,000
Rental Property - 54 East 72nd Street New York, NY, US	Real Estate	Self	$5,000,001 - $25,000,000	Rent $15,001 - $50,000
Rental Property - 49 East 92nd Street New York, NY, US	Real Estate	Self	$1,000,001 - $5,000,000	Rent $15,001 - $50,000
Albright & Malone 10 High Street, Boston, MA, US	LLC / Partnership	Self	$100,001 - $250,000	Rent
Aldo Farms of Virginia, Inc. Virginia Beach, VA, US	Stocks	Self	N/A	Capital Gains $201 - $1,000
The Wall Street Fund	Mutual Funds	Self	$1,001 - $15,000	Dividends $201 - $1,000
Roll Finishing Technologies, Inc.	Stocks	Self	$50,001 - $100,000	Business Income $1,001 - $2,500
JTP, Inc. Virginia Beach, Virginia, US	Stocks	Self	$50,001 - $100,000	Rent $5,001 - $15,000
Beechtree Park, Inc. Virginia Beach, Virginia, US	Stocks	Self	$250,001 - $500,000	Rent/Interest/Capital Gain-Corp Income $15,001 - $50,000
Financial Services and Management Co. New York, New York, US	Stocks	Self	$1,001 - $15,000	S-Corp Income $1,001 - $2,500
May Village, Inc. Virginia Beach, Virginia, US	Stocks	Self	$500,001 - $1,000,000	Rent $5,001 - $15,000
R.G. Bosher Irrevocable Trusts	Other	Self	$500,001 - $1,000,000	Capital Gains/Dividend/Interest $15,001 - $50,000
Bosher Mix Real Estate, LLC Virginia, North Carolina, Tennessee, US	LLC / Partnership	Self	$100,001 - $250,000	Interest/Dividends/Partnership Income $1 - $200
Bosher Family LP Virginia; North Carolina, US	LLC / Partnership	Spouse	$50,001 - $100,000	Interest/Dividends, Partnership Income $1 - $200
Bosher Family Partnership LP Virginia; Florida, US	LLC / Partnership	DC	$50,001 - $100,000	Interest/Dividends, Partnership Income $1 - $200
The Columns LLC Rose Hill, Virginia, US	LLC / Partnership	Self	$250,001 - $500,000	Rent/Interest $2,501 - $5,000
Birdneck Court Inc. Virginia Beach, VA, US	Stocks	Self	$500,001 - $1,000,000	Rent $2,501 - $5,000
Sea Bay Village Corp. Virginia Beach, VA, US	Stocks	Self	$100,001 - $250,000	Rent/Interest/Sub S Income $1,001 - $2,500
Sea Bay Corp. Virginia Beach, VA, US	Stocks	Spouse	$15,001 - $50,000	Rent/Interest/Sub S Income $1,001 - $2,500
Sea By Development Corp. Virginia Beach, VA, US	Stocks	DC	$50,001 - $100,000	Rent/Interest/Sub-S Income $1,001 - $2,500
Greens Farms LLC - 1/4 Interest in Real Estate Chesapeake, VA, US	LLC / Partnership	Self	$100,001 - $250,000	Rent/Capital Gains/Partnership Income $5,001 - $15,000
Minnewawa Assoc. L.P. Mountain Lake, NY, US	LLC / Partnership	Self	$250,001 - $500,000	Rent $2,501 - $5,000
Seay & Thomas, Albemarle Plantation Commercial Ventures Hertford, NC, US	LLC / Partnership	Self	N/A	Rent/Interest/Capital Gains/Partnership Income $100,001 - $1,000,000
Albemarle Aviation LLC Hertford, NC, US	LLC / Partnership	Self	$1,000,001 - $5,000,000	Rent/Interest/Capital Gains/Partnership Income
Bosher Family LLC Hertford, NC, US	LLC / Partnership	Self	$1,000,001 - $5,000,000	Rent/Interest/Capital Gains/Partnership Income $100,001 - $1,000,000
Bosher Family LLC (Partner in HPB, LLC, Albemarle Plantation Residential, Inc. - See Schedule C)	LLC / Partnership	Spouse	$50,001 - $100,000	Rent/Interest (Capital/Partnership Income) $5,001 - $15,000
Partners NHPB LLC (Partner in HPB, LLC, Albemarle Plantation Residential, Inc. - See Schedule C)	LLC / Partnership	DC	$50,001 - $100,000	Rent/Interest (Capital/Partnership Income) $15,001 - $50,000
Jefferson Investors, LLC Virginia Beach, VA, US	LLC / Partnership	Self	$500,001 - $1,000,000	Rent $50,001 - $100,000
Undivided Interest in 96 Lots Northampton County, VA, US	Real Estate	Self	$15,001 - $50,000	Capital Gains
House - 206 D Street, SE Washington, DC 20003, US	Real Estate	Self	$1,000,001 - $5,000,000	Rent $50,001 - $100,000
Condo Unit 210, The Rotunda Condominiums Arlington, VA, US	Real Estate	Self	$500,001 - $1,000,000	Rent $15,001 - $50,000
Undivided 1/4 Interest in 106 Carter's Grove Hertford, NC, US	Real Estate	Self	$50,001 - $100,000	Capital Gains
AT&T(T)	Stocks	Self	$50,001 - $100,000	Dividends $1,001 - $2,500
Allstate Corp(ALL)	Stocks	Self	$50,001 - $100,000	Dividends $1,001 - $2,500
Boeing(BA)	Stocks	Self	$1,001 - $15,000	Dividends $201 - $1,000
BP PLC(BP)	Stocks	Self	$50,001 - $100,000	Dividends $2,501 - $5,000
Bristol Myers(BMY)	Stocks	Self	$100,001 - $250,000	Dividends $2,501 - $5,000
Colgate Palmolive(CL)	Stocks	Self	$50,001 - $100,000	Dividends $2,501 - $5,000
Colonial Properties Trust(CLP)	Stocks	Self	$15,001 - $50,000	Dividends $1,001 - $2,500
Comcast(CMCSA)	Stocks	Self	$1,001 - $15,000	Dividends
CSX Corp(CSX)	Stocks	Self	$50,001 - $100,000	Dividends $1,001 - $2,500
Del Monte Foods(DLM)	Stocks	Self	$1,001 - $15,000	Dividends $201 - $1,000
Donnelley RR & Sons(RRD)	Stocks	Self	$15,001 - $50,000	Dividends $1,001 - $2,500
Duke Energy(DUK)	Stocks	Self	$1,001 - $15,000	Dividends $201 - $1,000
Eaton Vance Tax Advantaged Dividends Managed	Mutual Funds	Self	$50,001 - $100,000	Dividends $5,001 - $15,000
Eaton Vance Tax Managed	Mutual Funds	Self	$1,000,001 - $5,000,000	Dividends $5,001 - $15,000
El Paso Corp(EP)	Stocks	Self	$5,000,001 - $25,000,000	Dividends $5,001 - $15,000
Exxon Mobile(XOM)	Stocks	Self	$100,001 - $250,000	Dividends $2,501 - $5,000
Fortune Brands(FO)	Stocks	Self	$50,001 - $100,000	Dividends $1,001 - $2,500
Fabell Dividend Income	Mutual Funds	Self	$100,001 - $250,000	Dividends $1,001 - $2,500
Gallaher Group PLC	Stocks	Self	$1,001 - $15,000	Dividends $1,001 - $2,500
General Electric(GE)	Stocks	Self	$50,001 - $100,000	Dividends $100,001 - $1,000,000
Getty Realty Corp(GTY)	Stocks	Self	$1,001 - $15,000	Dividends $201 - $1,000
H.J. Heinz Co(HNZ)	Stocks	Self	$100,001 - $250,000	Dividends $1,001 - $2,500
Honeywell Intl(HON)	Stocks	Self	$100,001 - $250,000	Dividends $2,501 - $5,000
HRPT Property Trust(HRP)	Stocks	Self	$15,001 - $50,000	Dividends $201 - $1,000
IBM(IBM)	Stocks	Self	$50,001 - $100,000	Dividends $201 - $1,000
Idearc, Inc.(IAR)	Stocks	Self	N/A	Dividends/Capital Gains $1 - $200
iStar Financial(SFI)	Stocks	Self	$1,001 - $15,000	Dividends $1,001 - $2,500
Mack-Cali Realty Corp(CLI)	Stocks	Self	$1,001 - $15,000	Dividends $201 - $1,000
Medco Health Solutions(MHS)	Stocks	Self	$50,001 - $100,000	Dividends
Merck & Co.(MRK)	Stocks	Self	$100,001 - $250,000	Dividends $5,001 - $15,000
Monmouth Real Estate Investment Trust(MNR)	Stocks	Self	$50,001 - $100,000	Dividends $5,001 - $15,000
Morgan Stanley(MS)	Stocks	Self	N/A	Dividends $15,001 - $50,000
Nuveen Tax Advantage Total Return	Mutual Funds	Self	$1,001 - $15,000	Dividends $1,001 - $2,500
PepsiCo(PEP)	Stocks	Self	$50,001 - $100,000	Dividends $1,001 - $2,500
Pitney Bowes(PBI)	Stocks	Self	$15,001 - $50,000	Dividends $201 - $1,000
Plum Creek Timber Co.(PCL)	Stocks	Self	$50,001 - $100,000	Dividends $2,501 - $5,000
PNC Financial Services(PNC)	Stocks	Self	$100,000 - $250,000	Dividends $2,501 - $5,000
Public Service Enterprise Group(PEG)	Stocks	Self	$15,001 - $50,000	Dividends $201 - $1,000
R. Dutch Shell(SHEL)	Stocks	Self	$1,001 - $15,000	Dividends $201 - $1,000
Realty Income Trust(O)	Stocks	Self	$15,001 - $50,000	Dividends $1,001 - $2,500
Sears(SHLD)	Stocks	Self	N/A	Dividends $5,001 - $15,000
Suburban Propane(SPH)	Stocks	Self	$15,001 - $50,000	Dividends/Capital Gains $201 - $1,000
Time Warner(TWX)	Stocks	Self	$50,001 - $100,000	Dividends $201 - $1,000
U.S. Treasury Notes	Gov. Securities	Self	$15,001 - $50,000	Interest $1,001 - $2,500
Union Pacific(UNP)	Stocks	Self	$15,001 - $50,000	Dividends $201 - $1,000
Verizon(VZ)	Stocks	Self	$50,001 - $100,000	Dividends $2,501 - $5,000
Wachovia Money Market Fund	Mutual Funds	Self	N/A	Interest
W. M. Wrigley(WWY)	Stocks	Self	N/A	Dividends/Capital Gains $15,001 - $50,000
Acco Brands(ACCO)	Stocks	Self	$1,001 - $15,000	Dividends
Vicon Industries, Inc.(VII)	Stocks	Self	$1,001 - $15,000	Dividends
Caterpillar(CAT)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
DPL Industries, Inc. (f/k/a DPL Inc.)(DPL)	Stocks	Self	$1,001 - $15,000	Dividends
Eaton Vance Dividend Income	Mutual Funds	Self	$250,001 - $500,000	Dividends $15,001 - $50,000
Lexington Realty Trust(LXP)	Stocks	Self	$1,001 - $15,000	Dividends $2,501 - $5,000
United Technologies(UTX)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Washington Real Estate Investment Trust(WRE)	Stocks	Self	$15,001 - $50,000	Dividends $201 - $1,000
T. Rowe Price Financial Services	Mutual Funds	Self	$1,001 - $15,000	Dividends $1 - $200
Spectra Energy Corp(SE)	Stocks	Self	$1,001 - $15,000	Dividends $201 - $1,000
John Deere(DE)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
UBS US Treasury Money Market	Mutual Funds	Self	$100,001 - $250,000	Interest $1,001 - $2,500
Dreyfus Liquid Assets Money Market	Mutual Funds	Self	$1,001 - $15,000	Interest $201 - $1,000
Everbank Money Market Fund	Mutual Funds	Self	$100,001 - $250,000	Interest $1,001 - $2,500
Western Asset Money Market Government Securities Treasury Reserves	Mutual Funds	Self	$50,001 - $100,000	Interest $201 - $1,000
Parcel #10-11-23-0000-0030-0000 Palatka, Florida, US	Real Estate	Self	N/A	None
Two residential lots Edenton, North Carolina, US	Real Estate	Self	N/A	None
76.00 acres of land Chowan County, North Carolina, US	Real Estate	Self	N/A	None
107.00 acres of land Elizabeth City, North Carolina, US	Real Estate	Self	N/A	None
26 acres of land Elizabeth City, North Carolina, US	Real Estate	Self	N/A	None
Jefferson Investors, LLC Virginia Beach, VA, US	LLC / Partnership	Self	$4,378,600 - $4,378,600	None

Liabilities (7)

Creditor	Type	Amount	Rate	Term
Citibank, N.A.	mortgage	$250,001 - $500,000	—	—
Wells Fargo Home Mortgage	mortgage	$250,001 - $500,000	—	—
CitiMortgage	mortgage	$500,001 - $1,000,000	—	—
Cardinal Bank	mortgage	$250,001 - $500,000	—	—
RGB Inc. dba Primerica Revocable Life Insurance Trust	other	$500,001 - $1,000,000	—	—
Estate of R. G. Bosher	other	$250,001 - $500,000	—	—
Elwood H. Perry	other	$500,001 - $1,000,000	—	—

Trading Sector Allocation (from PTR trades)

UtilitiesN/A

Real Estate$24K

TechnologyN/A

Industrials$24K

Carolyn B. Maloney trades Wealthiest members Most active traders NY 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).