CONNIE MACK Net Worth & Financial Disclosure

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Annual financial disclosure for 2009, filed May 21, 2009. Includes 91 assets.

Year:

2012 2011 2010 2009 2008

Est. Net Worth

$1.2M

2009 annual disclosure

Total Assets

$457K - $1.9M

91 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

Stocks$400K (55)

Other$375K (3)

Gov. Securities$278K (15)

Retirement & Pension$72K (14)

Bank & Cash$49K (3)

Mutual Funds$8K (1)

Top Stock Holdings (from trades)

McDonalds Corp Com - IRAMCD

$40K

3M Company - IRAMMM

$40K

All Assets (91)

Asset	Type	Owner	Value	Income
Bond Collection Trust	Other	Spouse	$250,001 - $500,000	Royalties & Interest $100,001 - $1,000,000
Sound Exchange, Inc.	Other	Spouse	N/A	Royalties $201 - $1,000
Film Payment Services Inc	Other	Spouse	N/A	Royalties $1 - $200
Warner Music Inc(WMG)	Stocks	Spouse	N/A	Royalties $5,001 - $15,000
Merrill Lynch - CMA Money Fund	Mutual Funds	Spouse	$1,001 - $15,000	Interest & Dividends $201 - $1,000
Union Bank of California	Bank & Cash	Spouse	$15,001 - $50,000	Interest $1 - $200
Merrill Lynch - CMA	Bank & Cash	Spouse	$1,001 - $15,000	Interest $201 - $1,000
California St Var Purp	Gov. Securities	Spouse	$1,001 - $15,000	Interest $201 - $1,000
California St Dpt Wtr	Gov. Securities	Spouse	$15,001 - $50,000	Interest $1,001 - $2,500
California St Juno Sch Dist	Gov. Securities	Spouse	$1,001 - $15,000	Interest $201 - $1,000
California St Nov03 5.25% Nov19	Gov. Securities	Spouse	$15,001 - $50,000	Interest $1 - $200
California St Sep05 5.00% Aug10	Gov. Securities	Spouse	$1,001 - $15,000	Interest $1 - $200
San Fran CA Cy-Co Pub	Gov. Securities	Spouse	$15,001 - $50,000	Interest $201 - $1,000
Los Angeles Co CA Ctfs Part A OID	Gov. Securities	Spouse	$50,001 - $100,000	Interest $1,001 - $2,500
State of CA Fin At LS Rvl Ary CA	Gov. Securities	Spouse	N/A	Interest $201 - $1,000
Los Angeles CA San Dt Ntr Avy Cafes	Gov. Securities	Spouse	N/A	Interest $1,001 - $2,500
Los Angeles CA Rpts	Gov. Securities	Spouse	N/A	Interest $201 - $1,000
Long Beach CA Partn Equip & Au	Gov. Securities	Spouse	N/A	Interest $201 - $1,000
Adobe Systems Inc.(ADBE)	Stocks	Spouse	$1,001 - $15,000	None
Allstate Corp(ALL)	Stocks	Spouse	N/A	Dividends $201 - $1,000
Aflac Inc(AFL)	Stocks	Spouse	$1,001 - $15,000	Dividends/Capital Gains $1,001 - $2,500
American Water Works Co Inc(AWK)	Stocks	Spouse	$1,001 - $15,000	None
Apple Inc(AAPL)	Stocks	Spouse	$1,001 - $15,000	None
Baker Hughes Inc(BKR)	Stocks	Spouse	$1,001 - $15,000	Dividends/Capital Gains $2,501 - $5,000
Bank of America Corp(BAC)	Stocks	Spouse	$1,001 - $15,000	Dividends $201 - $1,000
Bank of New York Mellon Corp(BK)	Stocks	Spouse	$1,001 - $15,000	Dividends $201 - $1,000
Becton Dickinson Co(BDX)	Stocks	Spouse	$1,001 - $15,000	Dividends $1 - $200
Baxter International Inc(BAX)	Stocks	Spouse	$1,001 - $15,000	None
Caterpillar Inc Del(CAT)	Stocks	Spouse	$1,001 - $15,000	Dividends $1 - $200
Cisco Systems Inc Com(CSCO)	Stocks	Spouse	$1,001 - $15,000	None
Colgate Palmolive(CL)	Stocks	Spouse	$1,001 - $15,000	Dividends/Capital Gains $2,501 - $5,000
Costco Wholesale Corp(COST)	Stocks	Spouse	$1,001 - $15,000	Dividends $1 - $200
Devon Energy Corp New(DVN)	Stocks	Spouse	$1,001 - $15,000	Dividends/Capital Gains $1,001 - $2,500
DST Systems Inc	Stocks	Spouse	$1,001 - $15,000	None
Ecolab Inc(ECL)	Stocks	Spouse	$1,001 - $15,000	Dividends $1 - $200
Exxon Mobil Corp(XOM)	Stocks	Spouse	$1,001 - $15,000	Dividends/Capital Gains $1,001 - $2,500
Emerson Electric Co(EMR)	Stocks	Spouse	$1,001 - $15,000	Dividends/Capital Gains $1,001 - $2,500
Gallagher Arthur J & Co(AJG)	Stocks	Spouse	$1,001 - $15,000	Dividends $201 - $1,000
General Mills(GIS)	Stocks	Spouse	$1,001 - $15,000	Dividends/Capital Gains $201 - $1,000
Hewlett Packard Co Del(HPQ)	Stocks	Spouse	$1,001 - $15,000	Dividends $1 - $200
L-3 Communications Hldg(LLL)	Stocks	Spouse	N/A	Dividends/Capital Gains $2,501 - $5,000
McDonalds Corp Com(MCD)	Stocks	Spouse	$1,001 - $15,000	Dividends $201 - $1,000
Nokia Corp Spn ADR(NOK)	Stocks	Spouse	N/A	Dividends/Capital Gains $1,001 - $2,500
Procter & Gamble Co(PG)	Stocks	Spouse	$1,001 - $15,000	Dividends $1 - $200
Progress Energy(PGN)	Stocks	Spouse	$1,001 - $15,000	Dividends $201 - $1,000
Stericycle Inc Com(SRCL)	Stocks	Spouse	$1,001 - $15,000	None
Stryker Corp(SYK)	Stocks	Spouse	$1,001 - $15,000	Dividends $1 - $200
Target Corp Com(TGT)	Stocks	Spouse	$1,001 - $15,000	Dividends $1 - $200
Thermo Fisher Scientific(TMO)	Stocks	Spouse	$1,001 - $15,000	None
3M Company(MMM)	Stocks	Spouse	$1,001 - $15,000	Dividends $201 - $1,000
Verizon Communications Com(VZ)	Stocks	Spouse	$1,001 - $15,000	Dividends $201 - $1,000
Invesco New Management Inc(IVZ)	Stocks	Spouse	N/A	Dividends $201 - $1,000
Wyeth(WYE)	Stocks	Spouse	$1,001 - $15,000	Dividends $201 - $1,000
Merrill Lynch CMA - IRA	Bank & Cash	Spouse	$1,001 - $15,000	Interest $1 - $200
Federal Home Loan Bank Bond 4.875% - IRA	Gov. Securities	Spouse	$1,001 - $15,000	Interest $201 - $1,000
Federal National Mortgage Association Notes 6.625% - IRA	Gov. Securities	Spouse	$15,001 - $50,000	Interest/Capital Gains $1,001 - $2,500
Federal Home Loan Bank Bonds 4.625% Feb 18 2011 - IRA	Gov. Securities	Spouse	$1,001 - $15,000	Interest $1,001 - $2,500
Federal Home Loan Bank Bonds 4.625% Oct 10 2012	Gov. Securities	Spouse	$15,001 - $50,000	Interest $1,001 - $2,500
Adobe Systems Del - IRA(ADBE)	Stocks	Spouse	$1,001 - $15,000	None
Aflac Inc Com - IRA(AFL)	Stocks	Spouse	$1,001 - $15,000	Dividends/Capital Gains $201 - $1,000
American International Group Inc - IRA(AIG)	Stocks	Spouse	$1,001 - $15,000	Dividends $201 - $1,000
Apple Inc - IRA(AAPL)	Stocks	Spouse	$1,001 - $15,000	None
Bank of New York Mellon - IRA(BK)	Stocks	Spouse	$1,001 - $15,000	Dividends $1 - $200
Baxter International Inc. - IRA(BAX)	Stocks	Spouse	$1,001 - $15,000	Dividends $1 - $200
Becton Dickinson Co. - IRA(BDX)	Stocks	Spouse	$1,001 - $15,000	Dividends $1 - $200
Caterpillar Inc. - IRA(CAT)	Stocks	Spouse	$1,001 - $15,000	Dividends $201 - $1,000
Cisco Systems Inc. - IRA(CSCO)	Stocks	Spouse	$1,001 - $15,000	None
Costco Wholesale Corp. - IRA(COST)	Stocks	Spouse	$1,001 - $15,000	Dividends $1 - $200
Duke Energy Corp. - IRA(DUK)	Stocks	Spouse	$1,001 - $15,000	Dividends/Capital Gains $201 - $1,000
DST Systems Inc. - IRA(DST)	Stocks	Spouse	$1,001 - $15,000	None
Ecolab Inc. - IRA(ECL)	Stocks	Spouse	$1,001 - $15,000	Dividends $1 - $200
Emerson Electric Co. - IRA(EMR)	Stocks	Spouse	$1,001 - $15,000	Dividends/Capital Gains $1,001 - $2,500
Exxon Mobil Corp. - IRA(XOM)	Stocks	Spouse	$1,001 - $15,000	Dividends/Capital Gains $1,001 - $2,500
Arthur J. Gallagher & Co. - IRA(AJG)	Stocks	Spouse	$1,001 - $15,000	Dividends $201 - $1,000
General Mills Inc. - IRA(GIS)	Stocks	Spouse	$1,001 - $15,000	Dividends $1 - $200
Hewlett-Packard Co. - IRA(HPQ)	Stocks	Spouse	$1,001 - $15,000	Dividends $1 - $200
McDonald's Corp. - IRA(MCD)	Stocks	Spouse	$1,001 - $15,000	Dividends $1 - $200
Procter & Gamble - IRA(PG)	Retirement & Pension	Spouse	$1,001 - $15,000	Dividends $1 - $200
Progress Energy Inc - IRA(PGN)	Retirement & Pension	Spouse	$1,001 - $15,000	Dividends $201 - $1,000
Stericycle Inc Com - IRA(SRCL)	Retirement & Pension	Spouse	$1,001 - $15,000	None
Stryker Corp - IRA(SYK)	Retirement & Pension	Spouse	$1,001 - $15,000	Dividends $1 - $200
Target Corp Com - IRA(TGT)	Retirement & Pension	Spouse	$1,001 - $15,000	Dividends $1 - $200
Thermo Fisher Scientific - IRA(TMO)	Retirement & Pension	Spouse	$1,001 - $15,000	None
Verizon Communications Com - IRA(VZ)	Retirement & Pension	Spouse	$1,001 - $15,000	Dividends $201 - $1,000
Wyeth - IRA(WYE)	Retirement & Pension	Spouse	$1,001 - $15,000	Dividends $1 - $200
3M Company - IRA(MMM)	Retirement & Pension	Spouse	$1,001 - $15,000	Dividends $1 - $200
Federal Home Loan Bank Bond 5% - IRA	Retirement & Pension	Spouse	N/A	Capital Gains $201 - $1,000
Colgate Palmolive - IRA(CL)	Retirement & Pension	Spouse	N/A	Capital Gains $1,001 - $2,500
L-3 Communications Hldgs - IRA(LLL)	Retirement & Pension	Spouse	N/A	Capital Gains $2,501 - $5,000
Nokia Corp Spon ADR - IRA(NOK)	Retirement & Pension	Spouse	N/A	Capital Gains $1,001 - $2,500
Baker Hughes Inc - IRA(BHI)	Retirement & Pension	Spouse	N/A	Capital Gains $2,501 - $5,000

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

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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).