Eleanor Holmes Norton Net Worth & Financial Disclosure

house

Annual financial disclosure for 2013, filed May 8, 2013. Includes 44 assets and 1 liabilities.

Year:

2013 2012 2011 2010 2009 2008

Est. Net Worth

$2.2M

2013 annual disclosure

Total Assets

$1.4M - $3.4M

44 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

Mutual Funds$1.2M (15)

Retirement & Pension$579K (11)

Gov. Securities$393K (8)

Bank & Cash$101K (4)

ETFs$65K (2)

Stocks$41K (4)

Top Stock Holdings (from trades)

Berkshire hathaway Inc. NewBRK.B

$297K

All Assets (44)

Asset	Type	Owner	Value	Income
Allianz IRA Fixed Period Account	Retirement & Pension	Self	$100,001 - $250,000	Tax-Deferred
Boston Cap Private Tax	Mutual Funds	Self	$1 - $1,000	Interest $1 - $200
Congr Federal Credit Union	Bank & Cash	Self	$50,001 - $100,000	Interest $1 - $200
ING IRA DFA World Equity	Retirement & Pension	Self	$100,001 - $250,000	Tax-Deferred
ING IRA American Funds Int	Retirement & Pension	Self	$15,001 - $50,000	Tax-Deferred
ING IRA American Funds Growth	Retirement & Pension	Self	N/A	Tax-Deferred
ING IRA - Baron Small Cap Growth	Mutual Funds	Self	$15,001 - $50,000	Tax-Deferred
ING Bond Portfolio (Invmt Amer Funds Bond)	Mutual Funds	Self	$50,001 - $100,000	Tax-Deferred
ING Global Resources	Mutual Funds	Self	$15,001 - $50,000	Tax-Deferred
ING Brown & Income	Mutual Funds	Self	$15,001 - $50,000	Tax-Deferred
ING Large Cap Growth	Mutual Funds	Self	$50,001 - $100,000	Tax-Deferred
ING Mainstay Growth	Mutual Funds	Self	$50,001 - $100,000	Tax-Deferred
ING Retirement Growth	Mutual Funds	Self	$250,001 - $500,000	Tax-Deferred
PIMCO Total Return Bond	Mutual Funds	Self	$50,001 - $100,000	Tax-Deferred
Russell Mid Cap Growth	Mutual Funds	Self	$15,001 - $50,000	Tax-Deferred
T. Rowe Price Intl Stock	Mutual Funds	Self	$50,001 - $100,000	Tax-Deferred
MetLife Bank NA - CD	Bank & Cash	Self	$5,001 - $15,000	Interest $201 - $1,000
MetLife Common Stock(MET)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
MetLife IRA	Retirement & Pension	Self	$15,001 - $50,000	Tax-Deferred
General Electric(GE)	Stocks	Self	N/A	Dividends $1 - $200
Plum Creek Timber Co(PCL)	Stocks	Self	N/A	Capital Gains $1 - $200
Cash	Bank & Cash	Self	$1,001 - $15,000	Interest $1 - $200
Davis NY Venture Fund	Mutual Funds	Self	$100,001 - $250,000	Dividends/Capital Gains $5,001 - $15,000
DC Income Bond	Gov. Securities	Self	$25,001 - $50,000	Interest $1,001 - $2,500
Du Page Cnty, IL 1st Du Page County, IL, US	Gov. Securities	Self	$50,001 - $100,000	OID $2,501 - $5,000
FPA Perennial Fund	Mutual Funds	Self	$15,001 - $50,000	Dividends/Capital Gains $1,001 - $2,500
Hartford Capital Appreciation Fund	Mutual Funds	Self	$50,001 - $100,000	Dividends $1 - $200
John Hancock Variable Annuity - Davis Fundamental Value	Retirement & Pension	Self	$1,001 - $15,000	None
John Hancock Variable Annuity - Deutsche Real Estate Securities	Retirement & Pension	Self	$15,001 - $50,000	None
John Hancock Variable Annuity - MFC Global Lifestyle Stock Market Index Total	Retirement & Pension	Self	$15,001 - $50,000	None
John Hancock Variable Annuity - PIMCO Total Return	Retirement & Pension	Self	$1,001 - $15,000	None
Leander Tex Impvt Sch Leander, TX, US	Gov. Securities	Self	$15,001 - $50,000	OID $1,001 - $2,500
Miami Beach FL Miami Beach, FL, US	Gov. Securities	Self	$15,001 - $50,000	Interest $1,001 - $2,500
Palatine IL Corp Purp Palatine, IL, US	Gov. Securities	Self	$15,001 - $50,000	OID $1,001 - $2,500
Powershares Exchange	ETFs	Self	$15,001 - $50,000	Dividends $201 - $1,000
Seminole Cty FL Sch Bd Seminole County, FL, US	Gov. Securities	Self	$50,001 - $100,000	Interest $1,001 - $2,500
Victor VY CA Jt Un High Victor Valley, CA, US	Gov. Securities	Self	$50,001 - $100,000	OID $2,501 - $5,000
Wash DC CCA Dedicated Washington, DC, US	Gov. Securities	Self	$15,001 - $50,000	Interest $1,001 - $2,500
Cash (ML2)	Bank & Cash	DC	$1,001 - $15,000	None
JP Morgan Large Cap Growth (ML2)	Mutual Funds	DC	$15,001 - $50,000	Dividends $1 - $200
Powershares Exchange (ML2)	ETFs	DC	$15,001 - $50,000	Dividends $201 - $1,000
WGL Holdings (ML2)(WGL)	Stocks	DC	$15,001 - $50,000	Dividends $201 - $1,000
Cash (ML IRA)	Retirement & Pension	Self	$1,001 - $15,000	Tax-Deferred
TIAA CREF Retirement TIAA Traditional (ML IRA)	Retirement & Pension	Self	$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

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).