Carolyn McCarthy Net Worth & Financial Disclosure

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Annual financial disclosure for 2012, filed May 15, 2013. Includes 12 assets.

Year:

2013 2012 2011 2010 2009 2008

Est. Net Worth

$29K

2012 annual disclosure

Total Assets

$29K - $29K

12 assets

Total Liabilities

0 liabilities

Total Trades

1,086

From PTR filings

Trade Volume

$4.1M

Midpoint of disclosed ranges

Net Worth Over Time

Show data table

Period	Est. net worth
2008	$3.1M
2009	$3.1M
2010	$3.2M
2011	$6.4M
2012	$29K
2012	$866K
2013	$4.4M

Assets by Category

Other$29K (12)

Top Stock Holdings (from trades)

Exxon Mobil Corporation Common Stock (partial sale)XOM

$41K

NFJ Dividend Int & Pre StgyNFJ

$24K

Vanguard S&P 500VOO

$16K

Vanguard Dividend AppreciationVIG

$16K

All Assets (12)

Asset	Type	Owner	Value	Income
529 College Savings Plan - Aggressive Age-Based Option: Moderate	Other	Self	$5,362 - $5,362	None
529 College Savings Plan - Moderate Age-Based Option: Conservative	Other	Self	$2,661 - $2,661	None
529 College Savings Plan - Aggressive Growth Portfolio	Other	Self	$2,781 - $2,781	None
529 College Savings Plan - Developed Markets Index Portfolio	Other	Self	$796 - $796	None
529 College Savings Plan - Value Stock Index Portfolio	Other	Self	$901 - $901	None
529 College Savings Plan - Conservative Growth Portfolio	Other	Self	$1,267 - $1,267	None
529 College Savings Plan - Bond Market Index Portfolio	Other	Self	$931 - $931	None
529 College Savings Plan - Inflation-Protected Securities Portfolio	Other	Self	$962 - $962	None
529 College Savings Plan - Income Portfolio	Other	Self	$1,188 - $1,188	None
529 College Savings Plan - Aggressive Age-Based Option: Moderate	Other	Self	$5,114 - $5,114	None
529 College Savings Plan - Moderate Age-Based Option: Conservative	Other	Self	$2,586 - $2,586	None
529 College Savings Plan - Aggressive Growth Portfolio	Other	Self	$4,664 - $4,664	None

Trading Sector Allocation (from PTR trades)

Technology$48K

Consumer CyclicalN/A

Financial Services$40K

Basic MaterialsN/A

ManufacturingN/A

Consumer DefensiveN/A

Energy$57K

HealthcareN/A

Real EstateN/A

Communication ServicesN/A

Industrials$16K

UtilitiesN/A

BankingN/A

Retail TradeN/A

Transportation & UtilitiesN/A

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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).