CONNIE MACK Net Worth & Financial Disclosure

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Annual financial disclosure for 2010, filed May 12, 2010. Includes 83 assets.

Year:

2012 2011 2010 2009 2008

Est. Net Worth

$1.6M

2010 annual disclosure

Total Assets

$716K - $2.4M

83 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$493K (14)

Stocks$469K (42)

Other$375K (3)

Retirement & Pension$168K (21)

Bank & Cash$65K (2)

Mutual Funds$8K (1)

Top Stock Holdings (from trades)

McDonalds Corp Com - IRAMCD

$40K

3M Company - IRAMMM

$40K

All Assets (83)

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 $1,001 - $2,500
Warner Music, Inc(WMG)	Stocks	Spouse	N/A	Royalties $15,001 - $50,000
Film Payment Services Inc	Stocks	Spouse	N/A	Royalties
City National Bank of California	Bank & Cash	Spouse	$15,001 - $50,000	Interest $1 - $200
Merrill Lynch - CMA Money Fund	Mutual Funds	Spouse	$1,001 - $15,000	Interest $1 - $200
Merrill Lynch - CMA Account	Bank & Cash	Spouse	$15,001 - $50,000	Interest $1 - $200
California St Dept VTR	Gov. Securities	Spouse	$1,001 - $15,000	Interest/Capital Gain $201 - $1,000
California St Jun00 5.00% Jun 01 15	Gov. Securities	Spouse	$15,001 - $50,000	Interest $201 - $1,000
Los Angeles Co CA CTFs	Gov. Securities	Spouse	$50,001 - $100,000	Interest $1,001 - $2,500
San Fran CA Cty Pub	Gov. Securities	Spouse	$15,001 - $50,000	Interest $201 - $1,000
California St Nov07 3.80% Nov01 14	Gov. Securities	Spouse	$50,001 - $100,000	Interest $201 - $1,000
California St Nov03 5.25% Nov01 13	Gov. Securities	Spouse	$15,001 - $50,000	Interest $201 - $1,000
California St Sep 05 5.00% Aug01 20	Gov. Securities	Spouse	$50,001 - $100,000	Interest $201 - $1,000
California St Var Purp	Gov. Securities	Spouse	N/A	Interest $201 - $1,000
Adobe Sys Del Pvs 0.001(ADBE)	Stocks	Spouse	$1,001 - $15,000	None
Aflac Inc Com(AFL)	Stocks	Spouse	$1,001 - $15,000	Dividends $201 - $1,000
Apollo Group Inc Cl A	Stocks	Spouse	$15,001 - $50,000	None
Apple Inc(AAPL)	Stocks	Spouse	$1,001 - $15,000	None
Bank New York Mellon Corp(BK)	Stocks	Spouse	$1,001 - $15,000	Dividends $1 - $200
Baxter International Inc.(BAX)	Stocks	Spouse	$1,001 - $15,000	Dividends $1 - $200
Becton Dickinson Co.(BDX)	Stocks	Spouse	$1,001 - $15,000	Dividends $1 - $200
Caterpillar Inc. (Del)(CAT)	Stocks	Spouse	$50,001 - $100,000	Dividends $201 - $1,000
Cisco Systems Inc. (Com)(CSCO)	Stocks	Spouse	$1,001 - $15,000	None
Costco Wholesale Corp (Del)(COST)	Stocks	Spouse	$1,001 - $15,000	Dividends/Capital Gains $201 - $1,000
Devon Energy Corp (New)(DVN)	Stocks	Spouse	$1,001 - $15,000	Dividends $1 - $200
DST Systems Inc. (Del)(DST)	Stocks	Spouse	$1,001 - $15,000	None
Ecolab Inc.(ECL)	Stocks	Spouse	$1,001 - $15,000	Dividends/Capital Gains $201 - $1,000
Emerson Electric Co.(EMR)	Stocks	Spouse	$1,001 - $15,000	Dividends $201 - $1,000
Exxon Mobil Corp (Com)(XOM)	Stocks	Spouse	$1,001 - $15,000	Dividends $1 - $200
General Mills(GIS)	Stocks	Spouse	$1,001 - $15,000	Dividends $201 - $1,000
Gallagher Arthur J. & Co.(AJG)	Stocks	Spouse	$1,001 - $15,000	None
Hewlett Packard Co. (Del)(HPQ)	Stocks	Spouse	$1,001 - $15,000	Dividends $1 - $200
Johnson & Johnson (Com)(JNJ)	Stocks	Spouse	$1,001 - $15,000	Dividends $201 - $1,000
JP Morgan Chase & Co(JPM)	Stocks	Spouse	$1,001 - $15,000	Dividends $1 - $200
McDonalds Corp Com(MCD)	Stocks	Spouse	$1,001 - $15,000	Dividends $1 - $200
Monsanto Co New Del Com(MON)	Stocks	Spouse	$15,001 - $50,000	Dividends $1 - $200
Peabody Energy Corp Com(BTU)	Stocks	Spouse	$1,001 - $15,000	Dividends $1 - $200
PG&E Corp(PCG)	Stocks	Spouse	$1,001 - $15,000	Dividends $201 - $1,000
Progress Energy(PGR)	Stocks	Spouse	N/A	Dividends $201 - $1,000
Procter & Gamble(PG)	Stocks	Spouse	$1,001 - $15,000	Dividends $201 - $1,000
Stryker Corp(SYK)	Stocks	Spouse	N/A	Dividends $1 - $200
Target Corp Com(TGT)	Stocks	Spouse	$1,001 - $15,000	Dividends $1 - $200
Thermo Fisher Scientific Inc(TMO)	Stocks	Spouse	$1,001 - $15,000	None
Transocean Ltd(RIG)	Stocks	Spouse	$1,001 - $15,000	None
Verizon Communications Inc Com(VZ)	Stocks	Spouse	$15,001 - $50,000	Dividends $201 - $1,000
3M Company Com(MMM)	Stocks	Spouse	$15,001 - $50,000	Dividends $201 - $1,000
WETH	Other	Self	N/A	Dividends $1 - $200
Merrill Lynch CMA - IRA	Retirement & Pension	Spouse	$1,001 - $15,000	Interest $1 - $200
Federal Home Loan Bank Bonds 4.875% Feb 2018	Gov. Securities	Spouse	$15,001 - $50,000	Interest $1 - $200
Federal Home Loan Bank Bonds 4.625% Feb 2018 (2011-IRA)	Gov. Securities	Spouse	$15,001 - $50,000	Interest $1,001 - $2,500
Federal Home Loan Bank Bonds 4.625% Oct 2012 (IRA)	Gov. Securities	Spouse	$15,001 - $50,000	Interest $201 - $1,000
Federal Farm Credit Bank Notes 4.875% Dec 2012 (IRA)	Gov. Securities	Spouse	$15,001 - $50,000	Interest $201 - $1,000
Federal Home Loan Bank Bonds 4.75% Dec 2016 (IRA)	Gov. Securities	Spouse	$15,001 - $50,000	Interest $201 - $1,000
Federal National Mortgage Association Bonds 4.625% Feb 2018	Gov. Securities	Spouse	N/A	Capital Gains $201 - $1,000
Adobe Systems Inc. (Delaware) - IRA(ADBE)	Stocks	Spouse	$1,001 - $15,000	None
Aflac Inc. - IRA(AFL)	Stocks	Spouse	$1,001 - $15,000	Dividends $1 - $200
Apollo Group Inc. Class A - IRA(APOL)	Stocks	Spouse	$1,001 - $15,000	None
Apple Inc. - IRA(AAPL)	Stocks	Spouse	$1,001 - $15,000	None
Bank of New York Mellon Corp. - 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(BDX)	Retirement & Pension	Spouse	$1,001 - $15,000	Dividends $1 - $200
Caterpillar Inc(CAT)	Retirement & Pension	Spouse	$1,001 - $15,000	Dividends $201 - $1,000
Cisco Systems Inc(CSCO)	Retirement & Pension	Spouse	$1,001 - $15,000	None
Costco Wholesale Corp(COST)	Retirement & Pension	Spouse	$1,001 - $15,000	Dividends/Capital Gains $1 - $200
Devon Energy Corp(DVN)	Retirement & Pension	Spouse	$1,001 - $15,000	Dividends $1 - $200
DST Systems Inc(DST)	Retirement & Pension	Spouse	$1,001 - $15,000	None
Emerson Electric Co(EMR)	Retirement & Pension	Spouse	$1,001 - $15,000	Dividends $201 - $1,000
Exxon Mobil Corp(XOM)	Retirement & Pension	Spouse	$1,001 - $15,000	Dividends $1 - $200
General Mills(GIS)	Retirement & Pension	Spouse	$1,001 - $15,000	Dividends $1 - $200
Hewlett Packard Co(HPQ)	Retirement & Pension	Spouse	$1,001 - $15,000	Dividends $1 - $200
Johnson & Johnson(JNJ)	Retirement & Pension	Spouse	$1,001 - $15,000	Dividends $1 - $200
JPMorgan Chase & Co(JPM)	Retirement & Pension	Spouse	$1,001 - $15,000	Dividends $1 - $200
McDonalds Corp(MCD)	Retirement & Pension	Spouse	$1,001 - $15,000	Dividends $1 - $200
Monsanto Co(MON)	Retirement & Pension	Spouse	$1,001 - $15,000	Dividends $1 - $200
Peabody Energy Corp(BTU)	Stocks	Spouse	$1,001 - $15,000	Dividends $1 - $200
PG&E Corp - IRA(PCG)	Retirement & Pension	Spouse	$1,001 - $15,000	Dividends $201 - $1,000
Procter & Gamble Co - IRA(PG)	Retirement & Pension	Spouse	$1,001 - $15,000	Dividends $201 - $1,000
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
Transocean Ltd - IRA(RIG)	Retirement & Pension	Spouse	$1,001 - $15,000	None
Verizon Communications Inc(VZ)	Stocks	Spouse	$1,001 - $15,000	Dividends $201 - $1,000
3M Company - IRA(MMM)	Retirement & Pension	Spouse	$1,001 - $15,000	Dividends $1 - $200

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).