CONNIE MACK Net Worth & Financial Disclosure

house

Annual financial disclosure for 2012, filed May 15, 2012. Includes 59 assets and 4 liabilities.

Year:

2012 2011 2010 2009 2008

Est. Net Worth

-$403K

2012 annual disclosure

Total Assets

$662K - $1.9M

59 assets

Total Liabilities

$1.1M - $2.3M

4 liabilities

Total Trades

345

From PTR filings

Trade Volume

$3.5M

Midpoint of disclosed ranges

Net Worth Over Time

Show data table

Period	Est. net worth
2008	$1.4M
2008	$1.6M
2009	$1.2M
2010	$1.6M
2011	$891K
2012	-$403K

Assets by Category

ETFs$489K (16)

Other$375K (1)

Gov. Securities$179K (8)

Retirement & Pension$114K (5)

Real Estate$76K (2)

Bank & Cash$17K (3)

Mutual Funds$16K (2)

Stocks$8K (19)

LLC / Partnership$0 (3)

Top Stock Holdings (from trades)

McDonalds Corp Com - IRAMCD

$40K

3M Company - IRAMMM

$40K

All Assets (59)

Asset	Type	Owner	Value	Income
Bono Collection Trust	Other	Spouse	$250,001 - $500,000	Interest/Royalties $50,001 - $100,000
SoundExchange, Inc.	LLC / Partnership	Spouse	N/A	Royalties $2,501 - $5,000
Warner Music, Inc.	LLC / Partnership	Spouse	N/A	Royalties $5,001 - $15,000
Wixen Music Publishing, Inc.	LLC / Partnership	Spouse	N/A	Royalties $15,001 - $50,000
Westerfield Scotch Rental Property (16.67% Partner) Colorado, US	Real Estate	Spouse	$50,001 - $100,000	None
Westerfield Scotch Rental Property in Colorado (16.67%) Colorado, US	Real Estate	Spouse	$1 - $1,000	None
Semiconductor Select SPDR	ETFs	Spouse	$15,001 - $50,000	Tax Deferred
SPDR S&P Technology Select SPDR	ETFs	Spouse	$15,001 - $50,000	Tax Deferred
IRA - Consumer Discretionary SPDR	Retirement & Pension	Spouse	$15,001 - $50,000	Tax Deferred
Credit Farm Credit Bank	Gov. Securities	Spouse	$15,001 - $50,000	Tax Deferred
IRA - Federal Farm Credit Bank 4.875% Dec 16 2015	Retirement & Pension	Spouse	$15,001 - $50,000	Tax Deferred
JP Morgan Chase & Co Bank Bond 4.625% Oct 10 2012	Gov. Securities	Spouse	$15,001 - $50,000	Tax Deferred
Select SPDR Health Care	ETFs	Spouse	$15,001 - $50,000	Tax Deferred
IRA - JP Morgan Chase & Co 4.50% Sep 30 2013 (formerly Bear Stearns)	Retirement & Pension	Spouse	$15,001 - $50,000	Tax Deferred
IRA - JP Morgan Chase & Co 5.750% Jan 02 2013	Retirement & Pension	Spouse	$1,001 - $15,000	Tax Deferred
iShares DJ US Select Sector SPDR Fund	ETFs	Spouse	$1,001 - $15,000	Tax Deferred
IRA - Merrill Lynch CMA Account	Retirement & Pension	Spouse	$1,001 - $15,000	Tax Deferred
IRA - Sector SPDR Consumer Staples(XLP)	ETFs	Spouse	$15,001 - $50,000	Tax Deferred
IRA - Sector SPDR Energy(XLE)	ETFs	Spouse	$15,001 - $50,000	Tax Deferred
IRA - Sector SPDR Financial(XLF)	ETFs	Spouse	$15,001 - $50,000	Tax Deferred
IRA - Sector SPDR Industrial(XLI)	ETFs	Spouse	$15,001 - $50,000	Tax Deferred
AFLAC Inc.(AFL)	Stocks	Spouse	N/A	Dividends/Capital Gains $2,501 - $5,000
AMEX Technology Select SPDR(XLK)	ETFs	Spouse	$15,001 - $50,000	Dividends/Capital Gains $201 - $1,000
Apple Inc.(AAPL)	Stocks	Spouse	N/A	Capital Gains $5,001 - $15,000
Bank of America	Bank & Cash	Spouse	$1 - $1,000	Interest $201 - $1,000
Bank of America	Bank & Cash	Spouse	$1,001 - $15,000	Interest $1 - $200
Becton, Dickinson and Company(BDX)	Stocks	Spouse	N/A	Dividends/Capital Gains $201 - $1,000
California State Bond Feb 2007 5.000% Dec 01 2017 California, US	Gov. Securities	Spouse	$1,001 - $15,000	Interest $1 - $200
California State Bond Jul 2008 5.000% Aug 01 2013 California, US	Gov. Securities	Spouse	$15,001 - $50,000	Interest $201 - $1,000
California State Bond Nov 2003 5.250% Nov 01 2019 California, US	Gov. Securities	Spouse	$15,001 - $50,000	Interest $201 - $1,000
California State Bond Nov 2007 3.800% Nov 01 2014 California, US	Gov. Securities	Spouse	$15,001 - $50,000	Interest $201 - $1,000
California St Sep 05 5.000% Aug 01 20; Apr 09 5.000% Apr 01 15	Gov. Securities	Spouse	N/A	Interest/Capital Gains $1,001 - $2,500
Caterpillar Inc Del(CAT)	Stocks	Spouse	$1,001 - $15,000	Dividends/Capital Gains $2,501 - $5,000
Cliffs Natural Resources Inc(CLF)	Stocks	Spouse	N/A	Dividends/Capital Gains $1,001 - $2,500
ConocoPhillips(COP)	Stocks	Spouse	N/A	Dividends/Capital Gains $1,001 - $2,500
Consumer Discretionary Select Sector SPDR(XLY)	ETFs	Spouse	$15,001 - $50,000	Dividends/Capital Gains $1 - $200
Costco Wholesale Corp(COST)	Stocks	Spouse	N/A	Dividends/Capital Gains $1,001 - $2,500
Disney (Walt) Co Com Stk(DIS)	Stocks	Spouse	N/A	Dividends/Capital Gains $1,001 - $2,500
Emerson Elec Co(EMR)	Stocks	Spouse	N/A	Dividends/Capital Gains $1,001 - $2,500
Google Inc Cl A(GOOGL)	Stocks	Spouse	N/A	Capital Gains $201 - $1,000
HCP Inc(HCP)	Stocks	Spouse	N/A	Dividends/Capital Gains $1,001 - $2,500
Health Care Select SPDR(XLV)	ETFs	Spouse	$15,001 - $50,000	Dividends $201 - $1,000
Johnson and Johnson Com(JNJ)	Stocks	Spouse	N/A	Dividends/Capital Gains $201 - $1,000
JPMorgan Chase & Co(JPM)	Stocks	Spouse	N/A	Dividends/Capital Gains $201 - $1,000
Los Angeles Calif Uni Sch Dist Ser A AGM Prf 5% 08/01/22	Gov. Securities	Spouse	$1,001 - $15,000	Interest $201 - $1,000
Materials Select Sector SPDR(XLB)	ETFs	Spouse	$1,001 - $15,000	Dividends $201 - $1,000
McDonalds Corp Com(MCD)	Stocks	Spouse	N/A	Dividends/Capital Gains $1,001 - $2,500
Merrill Lynch CMA Asset Fund	Mutual Funds	Spouse	$1,001 - $15,000	Interest $1 - $200
Merrill Lynch CMA Money Fund	Mutual Funds	Spouse	$1,001 - $15,000	Interest $1 - $200
Oracle Corp $0.01 Del(ORCL)	Stocks	Spouse	N/A	Dividends/Capital Gains $1,001 - $2,500
Peabody Energy Corp Com(BTU)	Stocks	Spouse	N/A	Dividends/Capital Gains $2,501 - $5,000
Praxair Inc(PX)	Stocks	Spouse	N/A	Dividends/Capital Gains $1,001 - $2,500
Schlumberger Ltd(SLB)	Stocks	Spouse	N/A	Dividends/Capital Gains $1,001 - $2,500
Sector SPDR Consumers (Consumer Staples Select Sector SPDR)(XLP)	ETFs	Spouse	$1,001 - $15,000	Dividends/Capital Gains $201 - $1,000
Sector SPDR Energy(XLE)	ETFs	Spouse	$15,001 - $50,000	Dividends $201 - $1,000
Sector SPDR Financial(XLF)	ETFs	Spouse	$15,001 - $50,000	Dividends $201 - $1,000
Sector SPDR Industrial(XLI)	ETFs	Spouse	$50,001 - $100,000	Dividends $201 - $1,000
Union Bank of California	Bank & Cash	Spouse	$1,001 - $15,000	Interest $1 - $200
United Parcel Service Class B(UPS)	Stocks	Spouse	N/A	Dividends/Capital Gains $201 - $1,000

Liabilities (4)

Creditor	Type	Amount	Rate	Term
WELLS FARGO BANK NA	mortgage	$250,001 - $500,000	—	—
JP MORGAN CHASE BANK NA	mortgage	$500,001 - $1,000,000	—	—
JP MORGAN CHASE BANK NA	mortgage	$250,001 - $500,000	—	—
IBERIA BANK	mortgage	$100,001 - $250,000	—	—

Trading Sector Allocation (from PTR trades)

Consumer Defensive$184K

Communication Services$112K

Technology$312K

Healthcare$272K

Industrials$272K

Financial Services$376K

Consumer Cyclical$185K

Energy$176K

Retail Trade$8K

Utilities$40K

Banking$64K

Basic Materials$16K

CONNIE MACK trades Wealthiest members Most active traders FL 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).