Eleanor Holmes Norton Net Worth & Financial Disclosure

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Annual financial disclosure for 2012, filed April 30, 2012. Includes 47 assets and 1 liabilities.

Year:

2013 2012 2011 2010 2009 2008

Est. Net Worth

$1.7M

2012 annual disclosure

Total Assets

$1M - $2.7M

47 assets

Total Liabilities

$100K - $250K

1 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$798K (24)

Mutual Funds$574K (13)

Gov. Securities$258K (5)

Bank & Cash$208K (2)

Stocks$24K (3)

Top Stock Holdings (from trades)

Berkshire hathaway Inc. NewBRK.B

$297K

All Assets (47)

Asset	Type	Owner	Value	Income
Allianz IRA Annuity - Blackrock Cap Apprec	Retirement & Pension	Self	N/A	Tax Deferred
Allianz IRA Annuity - Allianz Fusion Growth	Retirement & Pension	Self	N/A	Tax Deferred
Allianz IRA Annuity - AZL NV Intl Equity	Retirement & Pension	Self	N/A	Tax Deferred
Allianz IRA Annuity - Allianz IRA Core Growth	Retirement & Pension	Self	N/A	Tax Deferred
Allianz IRA Annuity - Fixed Period Account	Retirement & Pension	Self	$100,001 - $250,000	Tax Deferred
Allianz Global Discovery	Mutual Funds	Self	N/A	Tax Deferred
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
ING IRA Annuity - DFA World Equity	Retirement & Pension	Spouse	$15,001 - $50,000	Tax Deferred
ING IRA Annuity - Growth & Income	Retirement & Pension	Spouse	$1,001 - $15,000	Tax Deferred
ING IRA Annuity - Retirement Growth	Retirement & Pension	Spouse	$50,001 - $100,000	Tax Deferred
Russell Mid Cap Growth	Mutual Funds	Self	$15,001 - $50,000	Tax Deferred
ING IRA Annuity - T. Rowe Price New Horizons Stock (Formerly Marsico Intl)	Retirement & Pension	Spouse	$15,001 - $50,000	Tax Deferred
ING IRA Annuity - Amer Fds Growth	Retirement & Pension	Spouse	$15,001 - $50,000	Tax Deferred
ING IRA Annuity - Amer Fds Income	Retirement & Pension	Spouse	$15,001 - $50,000	Tax Deferred
ING IRA Annuity - Amer Fds Growth	Retirement & Pension	Spouse	$15,001 - $50,000	Tax Deferred
ING IRA Annuity - Amer Fds Intl	Retirement & Pension	Self	$50,001 - $100,000	Tax Deferred
ING IRA Annuity - Baron Small Cap Growth	Retirement & Pension	Self	$15,001 - $50,000	Tax Deferred
Northwestern Janus Contrarian Core Growth & Income	Mutual Funds	Self	N/A	Tax Deferred
ING IRA Annuity - Global Resources	Retirement & Pension	Spouse	$15,001 - $50,000	Tax Deferred
ING IRA Annuity Marisco Growth	Retirement & Pension	Spouse	$15,001 - $50,000	Tax Deferred
ING IRA Annuity Pinnacle Premium Bond	Retirement & Pension	Spouse	$15,001 - $50,000	Tax Deferred
Metlife Bank NA CD	Bank & Cash	Spouse	$15,001 - $50,000	Interest $201 - $1,000
Metlife Common Stock(MET)	Stocks	Spouse	$1,001 - $15,000	Dividends $1 - $200
Metlife IRA Annuity	Retirement & Pension	Spouse	$15,001 - $50,000	Tax Deferred
ML - Cohen & Steers Intl Realty Fund	Mutual Funds	Spouse	N/A	None
ML - Davis NY Venture Fund	Mutual Funds	Spouse	$100,001 - $250,000	Dividends $1,001 - $2,500
ML - Du Page Cty, IL 1st Du Page County, IL, US	Gov. Securities	Spouse	$50,001 - $100,000	OID $2,501 - $5,000
ML - FPA Perennial Fund	Mutual Funds	Spouse	$15,001 - $50,000	None
General Electric(GE)	Stocks	Spouse	$1,001 - $15,000	Dividends $1 - $200
ML - Miami Beach, FL Miami Beach, FL, US	Gov. Securities	Spouse	$50,001 - $100,000	Interest $1,001 - $2,500
ML - Palatine, IL Corp Purp Palatine, IL, US	Gov. Securities	Spouse	$15,001 - $50,000	OID $1,001 - $2,500
ML - San Diego Cty, CA CTS San Diego County, CA, US	Gov. Securities	Spouse	N/A	Interest $1 - $200
ML - Seminole Cty, FL Sch Brd Seminole County, FL, US	Gov. Securities	Spouse	$50,001 - $100,000	Interest $1,001 - $2,500
ML - Tax Exempt Fund	Mutual Funds	Self	$1 - $1,000	Interest $1 - $200
ML - Victor VY CA Lh High	Mutual Funds	Self	$50,001 - $100,000	OID $2,501 - $5,000
ML - John Hancock Variable Annuity Davis Fundamental	Retirement & Pension	Self	$1,001 - $15,000	None
ML - John Hancock Variable Annuity Deutsche Real Estate Securities	Retirement & Pension	Self	$1,001 - $15,000	None
ML - John Hancock Variable Annuity American Global Lifestyle Moderate	Retirement & Pension	Self	$15,001 - $50,000	None
ML - John Hancock Variable Annuity American Global Stock Market Index	Retirement & Pension	Self	$1,001 - $15,000	None
ML - John Hancock Variable Annuity PIMCO Total Return	Retirement & Pension	Self	$1,001 - $15,000	None
ML-DC Income Bond	Mutual Funds	Spouse	$15,001 - $50,000	Interest $201 - $1,000
ML-Hartford Cap Appec Fund	Mutual Funds	Self	$50,001 - $100,000	Dividends $201 - $1,000
ML-Leader Tax Indp Sch	Mutual Funds	Self	$50,001 - $100,000	Interest $1,001 - $2,500
ML-Plum Creek Timber Co(PCL)	Stocks	Spouse	$1,001 - $15,000	Capital Gains $201 - $1,000
ML-WASH DC CCA Dedicated	Mutual Funds	Self	$50,001 - $100,000	Interest $1,001 - $2,500
TIAA CREF Retirement TIAA Traditional	Retirement & Pension	Spouse	$50,001 - $100,000	Tax Deferred

Liabilities (1)

Creditor	Type	Amount	Rate	Term
Mortgage Service Center, Mt. Laurel, NJ	mortgage	$100,001 - $250,000	—	—

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).