Eleanor Holmes Norton Net Worth & Financial Disclosure

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Annual financial disclosure for 2008, filed May 15, 2008. Includes 47 assets.

Year:

2013 2012 2011 2010 2009 2008

Est. Net Worth

$1.6M

2008 annual disclosure

Total Assets

$882K - $2.3M

47 assets

Total Liabilities

0 liabilities

Total Trades

153

From PTR filings

Trade Volume

$4.5M

Midpoint of disclosed ranges

Net Worth Over Time

Show data table

Period	Est. net worth
2008	$1.6M
2009	$1.6M
2010	$1.6M
2011	$2.4M
2012	$1.7M
2013	$2.2M

Assets by Category

Retirement & Pension$817K (25)

Gov. Securities$353K (10)

Mutual Funds$269K (5)

Other$76K (2)

Bank & Cash$75K (1)

Stocks$16K (2)

LLC / Partnership$0 (2)

Top Stock Holdings (from trades)

Berkshire hathaway Inc. NewBRK.B

$297K

All Assets (47)

Asset	Type	Owner	Value	Income
Allianz Annuity IRA	Retirement & Pension	Spouse	$1,001 - $15,000	IRA RMD $1,001 - $2,500
AIM Intl Equity IRA	Retirement & Pension	Spouse	$1,001 - $15,000	IRA RMD $1,001 - $2,500
Federal City IRA Fixed Period Account	Retirement & Pension	Spouse	$50,001 - $100,000	None
Allianz Annuity IRA	Retirement & Pension	Spouse	$1,001 - $15,000	IRA RMD $201 - $1,000
Franklin Global IRA	Retirement & Pension	Spouse	$1,001 - $15,000	IRA RMD $1,001 - $2,500
Franklin Income Sec	Retirement & Pension	Spouse	$1,001 - $15,000	IRA RMD $1,001 - $2,500
Allianz Annuity IRA	Retirement & Pension	Spouse	$1,001 - $15,000	IRA RMD $201 - $1,000
Allianz Annuity Val	Retirement & Pension	Spouse	$1,001 - $15,000	IRA RMD $1,001 - $2,500
Jennison 20/20 Focus	Retirement & Pension	Spouse	$1,001 - $15,000	IRA RMD $1,001 - $2,500
Allianz Annuity IRA	Retirement & Pension	Self	$1,001 - $15,000	IRA RMD $1,001 - $2,500
Legg Mason Growth	Retirement & Pension	Self	$1,001 - $15,000	IRA RMD $2,501 - $5,000
Legg Mason Value	Retirement & Pension	Self	$1,001 - $15,000	IRA RMD $1,001 - $2,500
Allianz Annuity IRA Mid Cap Value	Retirement & Pension	Self	$1,001 - $15,000	IRA RMD $201 - $1,000
OCC Opportunity	Retirement & Pension	Self	$1,001 - $15,000	IRA RMD $201 - $1,000
Allianz Annuity IRA OCC Renaissance	Retirement & Pension	Self	N/A	None
OCC Renaissance	Retirement & Pension	Self	N/A	None
Allianz Annuity IRA OCC Value	Retirement & Pension	Self	$1,001 - $15,000	IRA RMD $2,501 - $5,000
Allianz Annuity IRA Target Plus Equity	Retirement & Pension	Self	$1,001 - $15,000	IRA RMD $1,001 - $2,500
Allianz Annuity IRA WK Global RE	Retirement & Pension	Self	$1,001 - $15,000	IRA RMD $2,501 - $5,000
Allianz Annuity IRA	Retirement & Pension	Self	$1,001 - $45,000	IRA RMD $1,001 - $2,500
Vanguard IRA	Retirement & Pension	Self	$1,001 - $15,000	IRA RMD $201 - $1,000
Boston Cap Private Tax	Other	Self	$1 - $1,000	Interest $1 - $200
Cong Federal Credit Un	Bank & Cash	Self	$50,001 - $100,000	Interest $1,001 - $2,500
Inergen Investors Ltd Partnership Dissolved	LLC / Partnership	Self	N/A	Interest $1 - $200
Metlife Annuity	Retirement & Pension	Self	$15,001 - $50,000	None
MetLife Common Stock(MET)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
ML - Cohen & Steers Inst Realty Fd	Mutual Funds	Self	$1,001 - $15,000	Dividends/Cap Gains $1,001 - $2,500
ML - Davis NY Venture Fd	Mutual Funds	Self	$100,001 - $250,000	Dividends $2,501 - $5,000
ML - Du Page Cty IL 1st Du Page County, IL, US	Gov. Securities	Self	$15,001 - $50,000	OID $1,001 - $2,500
ML - FPA Perennial Fund	Mutual Funds	Self	$50,001 - $100,000	Dividends/Cap Gains $1,001 - $2,500
ML - General Electric(GE)	Stocks	Self	$1,001 - $15,000	Dividends $201 - $1,000
ML - John Hancock Venture III Annuity	Other	Self	$50,001 - $100,000	None
ML - Mesquite TX Indep Sch Mesquite, TX, US	Gov. Securities	Self	$15,001 - $50,000	OID $1,001 - $2,500
ML - Miami Beach FL Miami Beach, FL, US	Gov. Securities	Self	$15,001 - $50,000	Interest $1,001 - $2,500
ML - Palatine IL Corp Purp Palatine, IL, US	Gov. Securities	Self	$50,001 - $100,000	OID $1,001 - $2,500
ML - San Diego Cty CA CTFs San Diego County, CA, US	Gov. Securities	Self	$1,001 - $15,000	Interest $201 - $1,000
ML - Seminole Cty FL Sch Brd Seminole County, FL, US	Gov. Securities	Self	$50,001 - $100,000	Interest $201 - $1,000
ML - So IL Univ RVS Hsg Illinois, US	Gov. Securities	Self	$15,001 - $50,000	OID $1,001 - $2,500
ML - Tax Exempt Fund	Mutual Funds	Self	$5,001 - $15,000	Dividends $201 - $1,000
ML - Victor Vy CA Jt Un High	Gov. Securities	Self	$15,001 - $50,000	OID $1,001 - $2,500
ML - Western II Unit Revs	Gov. Securities	Self	$15,001 - $50,000	OID $1,001 - $2,500
ML - Mass St CPN	Gov. Securities	Self	N/A	OID $1 - $200
RA IRA - John Hancock Life Venture Annuity	Retirement & Pension	Self	$250,001 - $500,000	IRA RMD $5,001 - $15,000
RA IRA - Fidelity Contrafund Prtns IV Dissolved	Retirement & Pension	Self	N/A	None
RA IRA - Fiserv Trust MMF	Mutual Funds	Spouse	$1 - $1,000	INTEREST $1 - $200
RA IRA - Teah Frdg Venture Prtns V Dissolved	LLC / Partnership	Self	N/A	None
TIAA CREF Retirement TIAA Traditional	Retirement & Pension	Spouse	$100,001 - $250,000	INTEREST $5,001 - $15,000

Trading Sector Allocation (from PTR trades)

Industrials$8K

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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).