CONNIE MACK Net Worth & Financial Disclosure

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Annual financial disclosure for 2011, filed May 13, 2011. Includes 89 assets and 1 liabilities.

Year:

2012 2011 2010 2009 2008

Est. Net Worth

$891K

2011 annual disclosure

Total Assets

$541K - $2M

89 assets

Total Liabilities

$250K - $500K

1 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$442K (50)

Other$375K (4)

Gov. Securities$238K (11)

Retirement & Pension$120K (20)

Real Estate$76K (2)

Bank & Cash$16K (2)

Top Stock Holdings (from trades)

McDonalds Corp Com - IRAMCD

$40K

3M Company - IRAMMM

$40K

All Assets (89)

Asset	Type	Owner	Value	Income
Westerfield Scotch Rental Property	Real Estate	Spouse	$1 - $1,000	None
Westerfield Scotch Rental Property (Partner Share 16.67%) Kent, England	Real Estate	Spouse	$50,001 - $100,000	None
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 $5,001 - $15,000
Film Payment Services, Inc.	Other	Spouse	N/A	Royalties $1 - $200
Union Bank of California Money Fund	Bank & Cash	Spouse	$1,001 - $15,000	Interest $1 - $200
Merrill Lynch-CMA Money Fund	Bank & Cash	Spouse	$1,001 - $15,000	Interest $1 - $200
California St U Los Angeles 05.000% Aug 01 13 Los Angeles, CA, US	Gov. Securities	Spouse	$15,001 - $50,000	Interest $201 - $1,000
California St Var Purp 03.800% Nov 01 14 California, US	Gov. Securities	Spouse	$15,001 - $50,000	Interest $201 - $1,000
California St Nov03 05.250% Nov 01 19 California, US	Gov. Securities	Spouse	$15,001 - $50,000	Interest $201 - $1,000
California St Nov03 05.000% Aug 01 20 California, US	Gov. Securities	Spouse	$50,001 - $100,000	Interest $201 - $1,000
Los Angeles Calif Uni Sch Dist 05.000% Dec 01 16 Los Angeles, CA, US	Gov. Securities	Spouse	N/A	Interest/Capital Gains $1,001 - $2,500
FHLB Disc Co CA CTF RJ Jan10 05.000% California, US	Gov. Securities	Spouse	N/A	Interest/Capital Gains $1,001 - $2,500
Partna Old San Fran CA Cy-Co Pub San Francisco, CA, US	Gov. Securities	Spouse	N/A	Interest/Capital Gains $1,001 - $2,500
Aflac Inc. Common Stock(AFL)	Stocks	Spouse	$1,001 - $15,000	Dividends/Capital Gains $1,001 - $2,500
Amazon.com Inc.(AMZN)	Stocks	Spouse	$1,001 - $15,000	None
Apple Inc.(AAPL)	Stocks	Spouse	$15,001 - $50,000	Capital Gains $2,501 - $5,000
Becton Dickinson & Co.(BDX)	Stocks	Spouse	$1,001 - $15,000	Dividends $1 - $200
Caterpillar Inc.(CAT)	Stocks	Spouse	$1,001 - $15,000	Dividends/Capital Gains $1,001 - $2,500
Cisco Systems Inc.(CSCO)	Stocks	Spouse	$1,001 - $15,000	None
Cliffs Natural Resources Inc.(CLF)	Stocks	Spouse	$1,001 - $15,000	Dividends $1 - $200
ConocoPhillips(COP)	Stocks	Spouse	$1,001 - $15,000	Dividends $1 - $200
Costco Wholesale Corp.(COST)	Stocks	Spouse	$1,001 - $15,000	Dividends/Capital Gains $1,001 - $2,500
Walt Disney Co. Common Stock(DIS)	Stocks	Spouse	$1,001 - $15,000	None
Devon Energy Corp. New(DVN)	Stocks	Spouse	N/A	Dividends/Capital Gains $201 - $1,000
Emerson Electric Co.(EMR)	Stocks	Spouse	$1,001 - $15,000	Dividends/Capital Gains $1,001 - $2,500
First Solar Inc.(FSLR)	Stocks	Spouse	$1,001 - $15,000	None
General Mills Inc.(GIS)	Stocks	Spouse	N/A	Dividends/Capital Gains $1,001 - $2,500
Google Inc. Class A(GOOGL)	Stocks	Spouse	$1,001 - $15,000	None
HCP Inc.(HCP)	Stocks	Spouse	$15,001 - $50,000	Dividends/Capital Gains $201 - $1,000
JPMorgan Chase & Co.(JPM)	Stocks	Spouse	$1,001 - $15,000	Dividends $1 - $200
Johnson & Johnson(JNJ)	Stocks	Spouse	$1,001 - $15,000	Dividends/Capital Gains $201 - $1,000
McDonald's Corp. (COM)(MCD)	Stocks	Spouse	$1,001 - $15,000	Dividends/Capital Gains $201 - $1,000
Microsoft Corp.(MSFT)	Stocks	Spouse	$1,001 - $15,000	None
Oracle Corp.(ORCL)	Stocks	Spouse	$1,001 - $15,000	Dividends $1 - $200
Peabody Energy Corp. (COM)(BTU)	Stocks	Spouse	$15,001 - $50,000	Dividends/Capital Gains $1,001 - $2,500
PG&E Corp.(PCG)	Stocks	Spouse	N/A	Dividends/Capital Gains $1,001 - $2,500
Praxair Inc.(PX)	Stocks	Spouse	$1,001 - $15,000	Dividends/Capital Gains $201 - $1,000
Procter & Gamble(PG)	Stocks	Spouse	$1,001 - $15,000	Dividends $201 - $1,000
SanDisk Corp. Inc.(SNDK)	Stocks	Spouse	$1,001 - $15,000	None
Schlumberger Ltd.(SLB)	Stocks	Spouse	$1,001 - $15,000	Dividends $1 - $200
Target Corp. (COM)(TGT)	Stocks	Spouse	$1,001 - $15,000	Dividends $1 - $200
3M Company(MMM)	Stocks	Spouse	N/A	Dividends/Capital Gains $1,001 - $2,500
United Parcel Service Cl B(UPS)	Stocks	Spouse	$1,001 - $15,000	Dividends $1 - $200
United Technologies Corp Com(UTX)	Stocks	Spouse	$1,001 - $15,000	None
US Bancorp (New)(USB)	Stocks	Spouse	$1,001 - $15,000	Dividends $1 - $200
Verizon Communications(VZ)	Stocks	Spouse	N/A	Dividends $201 - $1,000
Transocean Ltd(RIG)	Stocks	Spouse	N/A	Capital Gains $201 - $1,000
Merrill Lynch CMA-IRA	Retirement & Pension	Spouse	$1,001 - $15,000	Interest $1 - $200
Federal Home Loan Bank Bonds 04.625% 2014 - IRA	Gov. Securities	Spouse	$15,001 - $50,000	Interest $1,001 - $2,500
Federal Farm Credit Bank Bonds 04.875% Dec 16 2015 - IRA	Gov. Securities	Spouse	$15,001 - $50,000	Interest $201 - $1,000
Federal Home Loan Bank Bonds 04.750% Dec 18 2016 - IRA	Gov. Securities	Spouse	N/A	Capital Gains $2,501 - $5,000
Federal Home Loan Bank Bonds 05.375% May 18 2016 - IRA	Gov. Securities	Spouse	N/A	Capital Gains $201 - $1,000
Bank Bonds 04.625% Feb 18 2021 - IRA	Other	Spouse	N/A	Capital Gains $201 - $1,000
JPMorgan Chase & Co - IRA(JPM)	Stocks	Spouse	$15,001 - $50,000	Dividends $201 - $1,000
AFLAC INC COM-IRA(AFL)	Stocks	Spouse	$1,001 - $15,000	Dividends/Cap Gains $201 - $1,000
AMAZON COM INC-IRA(AMZN)	Stocks	Spouse	$1,001 - $15,000	None
APPLE INC-IRA(AAPL)	Stocks	Spouse	$1,001 - $15,000	Capital Gains $201 - $1,000
BECTON DICKINSON CO-IRA(BDX)	Stocks	Spouse	$1,001 - $15,000	Dividends $1 - $200
CATERPILLAR INC DEL-IRA(CAT)	Stocks	Spouse	$1,001 - $15,000	Dividends $1 - $200
CISCO SYSTEMS INC COM-IRA(CSCO)	Stocks	Spouse	$1,001 - $15,000	None
CITIGROUP NATURAL RESOURCES-IRA	Stocks	Spouse	$1,001 - $15,000	Dividends $1 - $200
CONOCOPHILLIPS-IRA(COP)	Stocks	Spouse	$1,001 - $15,000	Dividends $201 - $1,000
COSTCO WHOLESALE CORP DEL-IRA(COST)	Stocks	Spouse	$1,001 - $15,000	Dividends/Cap Gains $1,001 - $2,500
WALMART INC COM STK-IRA(WMT)	Stocks	Spouse	$1,001 - $15,000	Dividends $1 - $200
EMERSON ELEC CO-IRA(EMR)	Stocks	Spouse	$1,001 - $15,000	Dividends/Cap Gains $201 - $1,000
FIRST SOLAR INC-IRA(FSLR)	Stocks	Spouse	$1,001 - $15,000	None
GOOGLE INC CL A-IRA(GOOGL)	Stocks	Spouse	$1,001 - $15,000	None
HCP INC-IRA(HCP)	Stocks	Spouse	$1,001 - $15,000	Dividends/Cap Gains $201 - $1,000
Johnson and Johnson Com-IRA(JNJ)	Retirement & Pension	Spouse	$1,001 - $15,000	Dividends $201 - $1,000
JPMorgan Chase & Co Com-IRA(JPM)	Retirement & Pension	Spouse	$1,001 - $15,000	Dividends $1 - $200
McDonalds Corp Com-IRA(MCD)	Retirement & Pension	Spouse	$1,001 - $15,000	Dividends $201 - $1,000
Microsoft Corp-IRA(MSFT)	Retirement & Pension	Spouse	$1,001 - $15,000	Dividends $1 - $200
Oracle Corp $0.01 Del-IRA(ORCL)	Retirement & Pension	Spouse	$1,001 - $15,000	Dividends $1 - $200
Peabody Energy Corp Com-IRA(BTU)	Retirement & Pension	Spouse	$1,001 - $15,000	Dividends/Capital Gains $201 - $1,000
Praxair Inc-IRA(PX)	Retirement & Pension	Spouse	$1,001 - $15,000	Dividends $1 - $200
Procter & Gamble Co-IRA(PG)	Retirement & Pension	Spouse	$1,001 - $15,000	Dividends $201 - $1,000
Sandisk Corp Inc-IRA(SNDK)	Retirement & Pension	Spouse	$1,001 - $15,000	None
Schlumberger Ltd-IRA(SLB)	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
United Parcel Svc Cl B-IRA(UPS)	Retirement & Pension	Spouse	$1,001 - $15,000	Dividends $1 - $200
United Techs Com-IRA(UTX)	Retirement & Pension	Spouse	$1,001 - $15,000	Dividends $1 - $200
US Bancorp (New)-IRA(USB)	Retirement & Pension	Spouse	$1,001 - $15,000	Dividends $1 - $200
3M Company - IRA(MMM)	Retirement & Pension	Spouse	N/A	Capital Gains $201 - $1,000
P&G Corp - IRA(PG)	Retirement & Pension	Spouse	N/A	Capital Gains $201 - $1,000
Exxon Mobil Corp Com - IRA(XOM)	Retirement & Pension	Spouse	N/A	Capital Gains $201 - $1,000
General Mills Inc - IRA(GIS)	Retirement & Pension	Spouse	N/A	Capital Gains $1,001 - $2,500
Transocean Ltd - IRA(RIG)	Retirement & Pension	Spouse	N/A	Capital Gains $201 - $1,000

Liabilities (1)

Creditor	Type	Amount	Rate	Term
Wells Fargo Bank, NA	mortgage	$250,001 - $500,000	—	—

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).