CONNIE MACK Net Worth & Financial Disclosure

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Annual financial disclosure for 2008, filed January 8, 2009. Includes 90 assets.

Year:

2012 2011 2010 2009 2008

Est. Net Worth

$1.4M

2008 annual disclosure

Total Assets

$629K - $2.2M

90 assets

Total Liabilities

0 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

Gov. Securities$422K (10)

Other$375K (4)

Stocks$344K (52)

Retirement & Pension$169K (18)

Bank & Cash$83K (3)

Mutual Funds$10K (2)

Real Estate$0 (1)

Top Stock Holdings (from trades)

McDonalds Corp Com - IRAMCD

$40K

3M Company - IRAMMM

$40K

All Assets (90)

Asset	Type	Owner	Value	Income
Bono Collection Trust	Other	Spouse	$250,001 - $500,000	Interest $100,001 - $1,000,000
Merrill Lynch CMA	Bank & Cash	Spouse	N/A	Dividends $201 - $1,000
Merrill Lynch CMA - Money Fund	Mutual Funds	Spouse	N/A	Interest $1 - $200
Merrill Lynch CMA - Money Fund - IRA	Retirement & Pension	Spouse	$1,001 - $15,000	Interest $201 - $1,000
Merrill Lynch - CMA Monday Fund	Mutual Funds	Spouse	$5,001 - $15,000	Interest $1,001 - $2,500
Merrill Lynch - CMA	Bank & Cash	Spouse	$1,001 - $15,000	Interest $201 - $1,000
Los Angeles CA SANDT Los Angeles, CA, US	Gov. Securities	Spouse	$50,001 - $100,000	Interest $1,001 - $2,500
Sacramento CA CYFALSRV Sacramento, CA, US	Gov. Securities	Spouse	$50,001 - $100,000	Interest $201 - $1,000
California ST VAR PURP California, US	Gov. Securities	Spouse	$1,001 - $15,000	Interest $201 - $1,000
California ST DPT WTR California, US	Gov. Securities	Spouse	$15,001 - $50,000	Interest $1,001 - $2,500
Los Angeles CA CTFS Los Angeles, CA, US	Gov. Securities	Spouse	$1,001 - $15,000	Interest $201 - $1,000
Los Angeles CO CA COP Los Angeles County, CA, US	Gov. Securities	Spouse	$50,001 - $100,000	Interest $1,001 - $2,500
San Fran CA CY-CO PUB San Francisco, CA, US	Gov. Securities	Spouse	$50,001 - $100,000	Interest $201 - $1,000
California ST California, US	Gov. Securities	Spouse	$1,001 - $15,000	Interest $201 - $1,000
Allstate Corp Del(ALL)	Stocks	Spouse	$1,001 - $15,000	Dividends $1 - $200
Aflac Inc Com(AFL)	Stocks	Spouse	$1,001 - $15,000	Dividends $1 - $200
Baker Hughes Inc(BKR)	Stocks	Spouse	$1,001 - $15,000	Dividends $1 - $200
Burlington N Santa Fe(BNI)	Stocks	Spouse	N/A	Dividends $1 - $200
Bank of NY Co Inc(BK)	Stocks	Spouse	N/A	Dividends $1 - $200
Bank of America Corp(BAC)	Stocks	Spouse	$1,001 - $15,000	Dividends $1 - $200
Bank of New York Mellon(BK)	Stocks	Spouse	$1,001 - $15,000	Dividends $1 - $200
Becton Dickinson Co(BDX)	Stocks	Spouse	$1,001 - $15,000	Dividends $1 - $200
Costco Wholesale Corp(COST)	Stocks	Spouse	$1,001 - $15,000	Dividends $1 - $200
Colgate Palmolive(CL)	Stocks	Spouse	$1,001 - $15,000	Dividends $1 - $200
Devon Energy Corp New(DVN)	Stocks	Spouse	$1,001 - $15,000	Dividends $1 - $200
Dominion Res Inc(D)	Stocks	Spouse	N/A	Dividends $1 - $200
Exxon Mobil Corp(XOM)	Stocks	Spouse	$1,001 - $15,000	Dividends $1 - $200
Ecolab Inc(ECL)	Stocks	Spouse	$1,001 - $15,000	Dividends $1 - $200
Emerson Elec Co(EMR)	Stocks	Spouse	$1,001 - $15,000	Dividends $201 - $1,000
First Data Corporation	Stocks	Spouse	N/A	Dividends $1 - $200
Federated Dept Stores Del New(M)	Stocks	Spouse	$1,001 - $15,000	Dividends $201 - $1,000
General Mills(GIS)	Stocks	Spouse	$1,001 - $15,000	Dividends $201 - $1,000
JPMorgan Chase & Co(JPM)	Stocks	Spouse	N/A	Dividends $1 - $200
Jabil Circuit Inc(JBL)	Stocks	Spouse	N/A	Dividends $1 - $200
L-3 Communications Holdings(LLL)	Stocks	Spouse	$1,001 - $15,000	Dividends $1 - $200
MBIA Inc.(MBI)	Stocks	Spouse	N/A	Dividends $1 - $200
Nokia Corp SPON ADR(NOK)	Stocks	Spouse	$1,001 - $15,000	Dividends $201 - $1,000
Nordstrom Inc.(JWN)	Stocks	Spouse	N/A	Dividends $1 - $200
Progress Energy Inc.(PGN)	Stocks	Spouse	$1,001 - $15,000	Dividends $201 - $1,000
Target Corp(TGT)	Stocks	Spouse	$1,001 - $15,000	Dividends $1 - $200
Time Warner(TWX)	Stocks	Spouse	N/A	Dividends $1 - $200
3M Company(MMM)	Stocks	Spouse	$1,001 - $15,000	Dividends $201 - $1,000
Verizon Communications(VZ)	Stocks	Spouse	$1,001 - $15,000	Dividends $201 - $1,000
Waste Management Inc.(WM)	Stocks	Spouse	$1,001 - $15,000	Dividends $1 - $200
Wyeth(WYE)	Stocks	Spouse	$1,001 - $15,000	Dividends $1 - $200
Stryker Corp(SYK)	Stocks	Spouse	$1,001 - $15,000	Dividends $1 - $200
Los Angeles, CA Los Angeles, CA, US	Real Estate	Spouse	N/A	Interest $201 - $1,000
Federal Home Loan Bank Bonds 2.75% - IRA	Retirement & Pension	Spouse	$15,001 - $50,000	Interest $201 - $1,000
Federal Home Loan Bank Bonds 5.125% - IRA	Retirement & Pension	Spouse	$1,001 - $15,000	Interest $201 - $1,000
Federal Home Loan Bank	Gov. Securities	Spouse	$15,001 - $50,000	Interest $1,001 - $2,500
Federal Home Loan Bank Bonds 4.875% - IRA	Retirement & Pension	Spouse	$1,001 - $15,000	Interest $201 - $1,000
Federal National Mortgage Association 5.625%(FNMA)	Gov. Securities	Spouse	$15,001 - $50,000	Interest $2,501 - $5,000
Adobe Systems Inc. - IRA(ADBE)	Retirement & Pension	Spouse	$1,001 - $15,000	Dividends
Aflac Inc. - IRA(AFL)	Retirement & Pension	Spouse	$1,001 - $15,000	Dividends $1 - $200
Allstate Corp. - IRA(ALL)	Retirement & Pension	Spouse	$1,001 - $15,000	Dividends $1 - $200
Anthem Healthcare Services Inc. - IRA(ELV)	Retirement & Pension	Spouse	$1,001 - $15,000	Dividends
Baker Hughes Inc. - IRA(BKR)	Retirement & Pension	Spouse	$1,001 - $15,000	Dividends $1 - $200
Bank of New York Mellon - IRA(BK)	Retirement & Pension	Spouse	$1,001 - $15,000	Dividends $1 - $200
Bank of America Corp. - IRA(BAC)	Retirement & Pension	Spouse	$1,001 - $15,000	Dividends $201 - $1,000
Becton, Dickinson & Co. - IRA(BDX)	Retirement & Pension	Spouse	$1,001 - $15,000	Dividends $1 - $200
Colgate-Palmolive Co. - IRA(CL)	Retirement & Pension	Spouse	$1,001 - $15,000	Dividends $1 - $200
Costco Wholesale Corp (Del-IRA)(COST)	Stocks	Spouse	$1,001 - $15,000	Dividends $1 - $200
NextEra Energy Corp (New-IRA)(NEE)	Stocks	Spouse	$1,001 - $15,000	Dividends $1 - $200
Ecolab Inc (IRA)(ECL)	Stocks	Spouse	$1,001 - $15,000	Dividends $1 - $200
Emerson Elec Co (IRA)(EMR)	Stocks	Spouse	$1,001 - $15,000	Dividends $1 - $200
Exxon Mobil Corp Com (IRA)(XOM)	Stocks	Spouse	$1,001 - $15,000	Dividends $1 - $200
Gallagher Arthur J & Co (IRA)(AJG)	Stocks	Spouse	$1,001 - $15,000	Dividends $201 - $1,000
General Mills (IRA)(GIS)	Stocks	Spouse	$1,001 - $15,000	Dividends $1 - $200
L-3 Communications Hldgs (IRA)(LHX)	Stocks	Spouse	$1,001 - $15,000	Dividends $1 - $200
McDonalds Corp Com (IRA)(MCD)	Stocks	Spouse	$1,001 - $15,000	Dividends $1 - $200
Nokia Corp Spons ADR (IRA)(NOK)	Stocks	Spouse	$1,001 - $15,000	Dividends $1 - $200
Progress Energy Inc (IRA)	Stocks	Spouse	$1,001 - $15,000	Dividends $201 - $1,000
Stryker Corp (IRA)(SYK)	Stocks	Spouse	$1,001 - $15,000	Dividends $1 - $200
Target Corp Com (IRA)(TGT)	Stocks	Spouse	$1,001 - $15,000	Dividends $1 - $200
Tessera Technologies Inc (IRA)(TSRA)	Stocks	Spouse	$1,001 - $15,000	Dividends
Thermo Fisher Scientific Inc. - IRA(TMO)	Retirement & Pension	Spouse	$1,001 - $15,000	Dividends
Verizon Communications Inc. - IRA(VZ)	Retirement & Pension	Spouse	$1,001 - $15,000	Dividends $1 - $200
Waste Management Inc. - IRA(WM)	Retirement & Pension	Spouse	$1,001 - $15,000	Dividends $1 - $200
Wyeth - IRA	Retirement & Pension	Spouse	$1,001 - $15,000	Dividends $1 - $200
3M Company - IRA(MMM)	Retirement & Pension	Spouse	$1,001 - $15,000	Dividends $1 - $200
Union Bank of California	Bank & Cash	Spouse	$50,001 - $100,000	Interest $201 - $1,000
Warner Music Inc.	Other	Spouse	N/A	Royalties $5,001 - $15,000
Sound Exchange, Inc.	Other	Spouse	N/A	Royalties $201 - $1,000
Film Payment Services Inc.	Other	Spouse	N/A	Royalties $1 - $200
Adobe Systems Inc.(ADBE)	Stocks	Spouse	$1,001 - $15,000	Dividends
AMN Healthcare Services Inc.(AMN)	Stocks	Spouse	$1,001 - $15,000	Dividends
Arthur J. Gallagher & Co.(AJG)	Stocks	Spouse	$1,001 - $15,000	Dividends
McDonald's Corp.(MCD)	Stocks	Spouse	$1,001 - $15,000	Dividends
Tessera Technologies Inc.(TSRA)	Stocks	Spouse	$1,001 - $15,000	Dividends
Thermo Fisher Scientific(TMO)	Stocks	Spouse	$1,001 - $15,000	Dividends

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

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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).