DARLENE HOOLEY Net Worth & Financial Disclosure

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Annual financial disclosure for 2008, filed May 14, 2008. Includes 26 assets.

Year:

2008

Est. Net Worth

$900K

2008 annual disclosure

Total Assets

$503K - $1.3M

26 assets

Total Liabilities

0 liabilities

Total Trades

From PTR filings

Trade Volume

$65K

Midpoint of disclosed ranges

Net Worth Over Time

Show data table

Period	Est. net worth
2008	$600K
2008	$900K

Assets by Category

Mutual Funds$720K (13)

Retirement & Pension$139K (6)

Other$24K (3)

Bank & Cash$17K (4)

Top Stock Holdings (from trades)

All Assets (26)

Asset	Type	Owner	Value	Income
Ameriprise Financial IRA	Retirement & Pension	Self	$1,001 - $15,000	Dividends/Capital Gains $1,001 - $2,500
AAA Gabelli Funds Balanced	Mutual Funds	Self	$1,001 - $15,000	Dividends/Capital Gains $201 - $1,000
American Funds Capital Income Builder	Mutual Funds	Self	$1,001 - $15,000	Dividends $1 - $200
Royce Funds	Mutual Funds	Self	$1,001 - $15,000	Dividends $1 - $200
Selected American-S	Mutual Funds	Self	$1,001 - $15,000	Dividends/Capital Gains $1,001 - $2,500
Ameriprise AMB Brokerage - Amcap Fund of America	Mutual Funds	Self	$15,001 - $50,000	Dividends/Capital Gains $1,001 - $2,500
Ameriprise AMB Brokerage - American Funds	Mutual Funds	Self	N/A	Dividends/Capital Gains $5,001 - $15,000
Ameriprise AMB Brokerage - EV Dividend Income	Mutual Funds	Self	$15,001 - $50,000	Dividends $201 - $1,000
Ameriprise AMB Brokerage - EV Income Boston	Mutual Funds	Self	N/A	Dividends $15,001 - $50,000
Franklin Income A	Mutual Funds	Self	$15,001 - $50,000	Dividends/Capital Gains $1,001 - $2,500
Ameriprise AMB Brokerage - Insured Money Market	Bank & Cash	Self	$1,001 - $15,000	Interest $1 - $200
Ameriprise AMB Brokerage - WP Carey CPA 16	Other	Self	$1,001 - $15,000	Dividends $201 - $1,000
RVS Cash Mgmt	Bank & Cash	Self	N/A	Interest/Dividends $100,001 - $1,000,000
Ameriprise AMB Brokerage - Western Asset	Mutual Funds	Self	$100,001 - $250,000	Dividends/Interest $1,001 - $2,500
Ameriprise AMB Brokerage - American Funds	Mutual Funds	Self	$250,000 - $500,000	Dividends/Capital Gains $201 - $1,000
Ameriprise - Fk Mutual Discovery	Mutual Funds	Self	$15,001 - $50,000	Dividends/Capital Gains $201 - $1,000
Fidelity Investment - Fidelity Magellan Fund	Mutual Funds	Self	$1,001 - $15,000	Dividends/Capital Gains $2,501 - $5,000
Keystone Oil	Other	Self	$1,001 - $15,000	Interest $1 - $200
Onshore (Formerly West Port Oil)	Other	Self	$1,001 - $15,000	Interest $1 - $200
Portland Teacher's Credit Union	Bank & Cash	Self	$1,001 - $15,000	Interest $1 - $200
Wedbush C/F IRA - AT&T Inc.(T)	Retirement & Pension	Self	$1,001 - $15,000	Interest/Dividends $1 - $200
Wedbush C/F IRA - Newcastle Corp Class A(NCT)	Retirement & Pension	Self	$1,001 - $15,000	Interest
Wedbush C/F IRA - IDACORP(IDA)	Retirement & Pension	Self	$15,001 - $50,000	Interest/Dividends $201 - $1,000
Wedbush C/F IRA - John Hancock Tax-Advantaged Fund	Retirement & Pension	Self	$15,001 - $50,000	Interest/Dividends/Capital Gains $2,501 - $5,000
Wedbush C/F IRA - Safeco	Retirement & Pension	Self	$50,000 - $50,000	Interest/Dividends $201 - $1,000
Wright Patman Congressional Federal Credit Union	Bank & Cash	Self	$1 - $1,000	Interest $1 - $200

DARLENE HOOLEY trades Wealthiest members Most active traders OR 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).