Eleanor Holmes Norton Net Worth & Financial Disclosure

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Annual financial disclosure for 2011, filed May 9, 2011. Includes 51 assets.

Year:

2013 2012 2011 2010 2009 2008

Est. Net Worth

$2.4M

2011 annual disclosure

Total Assets

$1.4M - $3.4M

51 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$1.1M (22)

Mutual Funds$471K (15)

Gov. Securities$291K (5)

Other$258K (4)

Bank & Cash$208K (2)

Real Estate$75K (1)

Stocks$41K (2)

Top Stock Holdings (from trades)

Berkshire hathaway Inc. NewBRK.B

$297K

All Assets (51)

Asset	Type	Owner	Value	Income
Allianz IRA Annuity	Retirement & Pension	Self	$1,001 - $15,000	None
AZL BlackRock Cap Apprec	Retirement & Pension	Self	$15,001 - $50,000	None
AZL Mid Cap	Retirement & Pension	Self	$1,001 - $15,000	None
AZL Fusion Growth	Retirement & Pension	Self	$15,001 - $50,000	None
Allianz IRA Annuity	Retirement & Pension	Self	$1,001 - $15,000	None
Allianz NFJ Intl Equity (Formerly AMI)	Retirement & Pension	Self	$15,001 - $50,000	None
Allianz IRA Annuity	Retirement & Pension	Self	$1,001 - $15,000	None
AZL Growth (Formerly VK)	Retirement & Pension	Self	$15,001 - $50,000	None
Fixed IRA Account	Retirement & Pension	Self	$250,001 - $500,000	None
Allianz IRA Annuity	Retirement & Pension	Self	$1,001 - $15,000	None
Mutual Global Discovery	Retirement & Pension	Self	$15,001 - $50,000	None
Boston Cap Private Tax	Mutual Funds	Self	$1 - $1,000	Interest $1 - $200
Congr Federal Credit Un	Bank & Cash	Self	$100,001 - $250,000	Interest $201 - $1,000
DWS GOLD EQ (formerly Focus 5)	Mutual Funds	Self	$15,001 - $50,000	None
ING IRA Annuity - Mainstay	Retirement & Pension	Self	$15,001 - $50,000	None
ING IRA Annuity - Retirement Growth	Retirement & Pension	Self	$50,001 - $100,000	None
ING IRA Annuity - Russell Mid Cap Growth	Retirement & Pension	Self	$15,001 - $50,000	None
ING IRA Annuity - Amer Fds Bonds	Retirement & Pension	Self	$15,001 - $50,000	None
ING IRA Annuity - Amer Fds Growth	Retirement & Pension	Self	$15,001 - $50,000	None
ING IRA Annuity - American Funds	Retirement & Pension	Self	$15,001 - $50,000	None
ING IRA Annuity - Baron Small Cap Growth	Retirement & Pension	Self	$15,001 - $50,000	None
Global Partners	Other	Self	$50,001 - $100,000	None
ING IRA Annuity	Retirement & Pension	Self	$15,001 - $50,000	None
Janus Contrarian	Mutual Funds	Self	$15,001 - $50,000	None
MFS International Growth	Mutual Funds	Self	$50,001 - $100,000	None
PIMCO Total Return	Mutual Funds	Self	$50,001 - $100,000	None
ING IRA Annuity Bond (formerly Core Bond)	Retirement & Pension	Self	$15,001 - $50,000	None
Metlife Bank NA-CD	Bank & Cash	Self	$15,001 - $50,000	Interest $201 - $1,000
Metlife Common Stock(MET)	Stocks	Self	$15,001 - $50,000	Dividends $1 - $200
Metlife IRA Annuity	Retirement & Pension	Self	$50,001 - $100,000	None
ML - Cohen & Steers Intl Realty Fd	Mutual Funds	Self	$1,001 - $15,000	Dividends $201 - $1,000
ML - Davis NY Venture Fd	Mutual Funds	Self	$50,001 - $100,000	Dividends $1,001 - $2,500
ML - Du Page Cty IL 1st Du Page County, IL, US	Gov. Securities	Self	$50,001 - $100,000	OID $2,501 - $5,000
ML - FPA Perennial Fund	Mutual Funds	Self	$50,001 - $100,000	Dividends $1 - $200
ML - General Electric(GE)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
ML - Miami Beach FL Miami Beach, FL, US	Real Estate	Self	$50,001 - $100,000	Interest $1,001 - $2,500
ML - Palatine IL Corp Purp Palatine, IL, US	Gov. Securities	Self	$15,001 - $50,000	OID $1,001 - $2,500
ML - San Diego Cty CA CFTS 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	$100,001 - $250,000	Interest $1,001 - $2,500
ML - So IL Univ RVS Hsg Illinois, US	Gov. Securities	Self	N/A	OID $201 - $1,000
ML - Tax Exempt Fund	Mutual Funds	Self	$1 - $1,000	Interest $1 - $200
ML - Victor VV CA Ju Un High	Other	Self	$50,001 - $100,000	OID $2,501 - $5,000
ML John Hancock Variable Annuity Davis Fundamental Value	Mutual Funds	Self	$1,001 - $15,000	None
ML John Hancock Variable Annuity Deutsche Real Estate	Mutual Funds	Self	$1,001 - $15,000	None
ML John Hancock Variable Annuity MFC Global Lifestyle Moderate	Mutual Funds	Self	$15,001 - $50,000	None
ML John Hancock Variable Annuity International Total Stock Market Index	Mutual Funds	Self	$1,001 - $15,000	None
ML John Hancock Variable Annuity Multimanager Lifetime	Mutual Funds	Self	$1,001 - $15,000	None
ML-Hartford Cap Apprec Fund	Mutual Funds	Self	$15,001 - $50,000	None
ML-Leander Tex Indep Sch	Other	Self	$50,001 - $100,000	Interest $1,001 - $2,500
ML-WASH DC CCA MEDICATED	Other	Self	$15,001 - $50,000	Interest $1,001 - $2,500
TIAA Traditional Retirement TIAA	Retirement & Pension	Spouse	$50,001 - $100,000	None

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).