Eleanor Holmes Norton Net Worth & Financial Disclosure

house

Annual financial disclosure for 2009, filed May 15, 2009. Includes 57 assets.

Year:

2013 2012 2011 2010 2009 2008

Est. Net Worth

$1.6M

2009 annual disclosure

Total Assets

$891K - $2.2M

57 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$801K (27)

Mutual Funds$341K (14)

Gov. Securities$329K (11)

Bank & Cash$75K (1)

Stocks$8K (1)

Other$501 (2)

ETFs$0 (1)

Top Stock Holdings (from trades)

Berkshire hathaway Inc. NewBRK.B

$297K

All Assets (57)

Asset	Type	Owner	Value	Income
Allianz Annuity IRA	Retirement & Pension	Self	$1,001 - $15,000	IRA RMD $2,501 - $5,000
AIM Intl Equity	Mutual Funds	Self	N/A	IRA RMD $1,001 - $2,500
Allianz Annuity IRA	Retirement & Pension	Self	N/A	IRA RMD $2,501 - $5,000
Davis NY Venture A	Mutual Funds	Self	N/A	IRA RMD $1,001 - $2,500
Allianz Annuity IRA	Retirement & Pension	Self	$100,001 - $250,000	IRA RMD/INTEREST $5,001 - $15,000
First Trust Target Dividend Income ETF	ETFs	Self	N/A	IRA RMD $201 - $1,000
Fixed Period Account	Other	Self	N/A	IRA RMD $201 - $1,000
Allianz Annuity IRA	Retirement & Pension	Self	N/A	IRA RMD $201 - $1,000
Franklin Income Sec	Mutual Funds	Self	N/A	IRA RMD $201 - $1,000
Allianz Annuity IRA	Retirement & Pension	Self	N/A	IRA RMD $1 - $200
Franklin Small Cap Val	Mutual Funds	Self	N/A	IRA RMD $201 - $1,000
Invesco Developing Markets	Mutual Funds	Self	$1,001 - $15,000	IRA RMD $2,501 - $5,000
JPMorgan 20/20 Focus	Mutual Funds	Self	N/A	IRA RMD $201 - $1,000
Allianz Annuity IRA	Retirement & Pension	Self	$1,001 - $15,000	IRA RMD $2,501 - $5,000
Legg Mason Growth	Mutual Funds	Self	N/A	IRA RMD $201 - $1,000
Legg Mason Value	Mutual Funds	Self	N/A	IRA RMD $201 - $1,000
Allianz Annuity IRA	Retirement & Pension	Self	$1,001 - $15,000	IRA RMD $2,501 - $5,000
Metropolitan Value	Mutual Funds	Self	N/A	IRA RMD $1 - $200
Allianz Annuity IRA	Retirement & Pension	Self	N/A	None
OCC Opportunity	Mutual Funds	Self	N/A	IRA RMD $1 - $200
Allianz Annuity IRA	Retirement & Pension	Self	N/A	None
Allianz Annuity IRA Target Plus Equity	Retirement & Pension	Self	N/A	IRA RMD $1,001 - $2,500
Allianz Annuity IRA VK Comstock	Retirement & Pension	Self	N/A	IRA RMD $1,001 - $2,500
Allianz Annuity IRA	Retirement & Pension	Self	N/A	IRA RMD $201 - $1,000
Allianz Annuity IRA VK Capital Growth	Retirement & Pension	Self	$1,001 - $15,000	IRA RMD $2,501 - $5,000
Boston Cap Private Tax	Other	Self	$1 - $1,000	INTEREST $1 - $200
Congr Federal Credit Un	Bank & Cash	Self	$50,001 - $100,000	INTEREST $1,001 - $2,500
ING Annuity IRA AllianceBernstein Mid Cap Growth	Retirement & Pension	Self	$100,000 - $100,000	None
ING Annuity IRA - Amer Fds Bonds	Retirement & Pension	Self	$15,001 - $50,000	None
ING Annuity IRA - Amer Fds Growth	Retirement & Pension	Self	$50,001 - $100,000	None
ING Annuity IRA - Amer Fds Inv	Retirement & Pension	Self	$15,001 - $50,000	None
ING Annuity IRA - Baron Small Cap Growth	Retirement & Pension	Self	$1,001 - $15,000	None
ING Annuity IRA - Fidelity	Retirement & Pension	Self	$15,001 - $50,000	None
ING Annuity IRA - Global Res	Retirement & Pension	Self	$15,001 - $50,000	None
ING Annuity IRA - Janus Contrarian	Retirement & Pension	Self	$1,001 - $15,000	None
ING Annuity IRA - Marsico Growth	Retirement & Pension	Self	$15,001 - $50,000	None
ING Annuity IRA - Pimco Core Bond	Retirement & Pension	Self	$15,001 - $50,000	None
MetLife Common Stock(MET)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
ML - Cohen & Steers Int Realty Fd	Mutual Funds	Self	$1,001 - $15,000	Dividends $1 - $200
ML - Davis NY Venture Fd	Mutual Funds	Self	$100,001 - $250,000	Dividends $1,001 - $2,500
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/Capital Gains $201 - $1,000
ML - Coca Estic	Gov. Securities	Self	$1,001 - $15,000	Dividends $201 - $1,000
ML - John Hancock Venture III Annuity	Retirement & Pension	Self	$15,001 - $50,000	None
ML - Mesquite TX Indep Sch Mesquite, TX, US	Gov. Securities	Self	N/A	OID $201 - $1,000
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 $1,001 - $2,500
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	$50,001 - $100,000	Dividends $201 - $1,000
ML - Victor Vy CA Jt Un High Victor Valley, CA, US	Gov. Securities	Self	$15,001 - $50,000	OID $1,001 - $2,500
ML - Western IL Univ Revs Illinois, US	Gov. Securities	Self	N/A	OID $201 - $1,000
ML - Wash DC CCA Dedicated Washington, DC, US	Gov. Securities	Self	$15,001 - $50,000	Interest $1,001 - $2,500
IRA - John Hancock Life Venture Annuity	Retirement & Pension	Spouse	N/A	Roll over to ING Annuity IRA
IRA - Fiserv Trust MMF	Retirement & Pension	Spouse	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

Eleanor Holmes Norton trades Wealthiest members Most active traders DC 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).