ELTON GALLEGLY Net Worth & Financial Disclosure

house

Annual financial disclosure for 2009, filed May 5, 2009. Includes 25 assets and 3 liabilities.

Year:

2012 2011 2010 2009 2008

Est. Net Worth

$2M

2009 annual disclosure

Total Assets

$1.5M - $3.3M

25 assets

Total Liabilities

$250K - $600K

3 liabilities

Total Trades

From PTR filings

Trade Volume

$4.3M

Midpoint of disclosed ranges

Net Worth Over Time

Show data table

Period	Est. net worth
2008	$1.4M
2008	$741K
2009	$2M
2010	$1.4M
2011	$766K
2012	$31.1M

Assets by Category

Stocks$2M (10)

Bank & Cash$156K (5)

Mutual Funds$130K (7)

ETFs$75K (1)

LLC / Partnership$8K (1)

Real Estate$8K (1)

Top Stock Holdings (from trades)

HCA HealthcareHCA

$375K

Simon Property GroupSPG

$375K

All Assets (25)

Asset	Type	Owner	Value	Income
AT&T Inc.(T)	Stocks	Self	$15,001 - $50,000	Dividends $201 - $1,000
SPDR Bloomberg Barclays ETF	ETFs	Self	$50,001 - $100,000	Dividends $1,001 - $2,500
Staples Inc.(SPLS)	Stocks	Self	$100,001 - $250,000	Dividends $2,501 - $5,000
Simon Property Group(SPG)	Stocks	Self	$250,001 - $500,000	Dividends $5,001 - $15,000
JPMorgan Chase & Co.(JPM)	Stocks	Self	$250,001 - $500,000	Dividends $1,001 - $2,500
SLM Corporation(SLM)	Stocks	Self	$100,001 - $250,000	Interest $201 - $1,000
SunTrust Banks Inc.(STI)	Stocks	Self	$15,001 - $50,000	Dividends $201 - $1,000
Alphabet Inc.(GOOGL)	Stocks	Self	$500,001 - $1,000,000	Capital Gains $15,001 - $50,000
Chase Bank Money Market Account	Bank & Cash	Self	$50,001 - $100,000	Interest $201 - $1,000
Washington National(WASH)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Wachovia Account - Money Market	Bank & Cash	Spouse	$1,001 - $15,000	None
NA Brokerage Account	Bank & Cash	Spouse	$15,001 - $50,000	Dividends/Interest $1,001 - $2,500
Money Market Account	Bank & Cash	Spouse	$1,001 - $15,000	Interest $201 - $1,000
Wachovia - Mortgage Services Account	Bank & Cash	Self	$15,001 - $50,000	Interest $1,001 - $2,500
Merck & Co. and American Express(MRK)	Stocks	Self	$50,001 - $100,000	Dividends $2,501 - $5,000
Altria and McDonald's(MO)	Stocks	Self	$15,001 - $50,000	Dividends $1,001 - $2,500
Charles Schwab Fund	Mutual Funds	Self	$15,001 - $50,000	Dividends/Capital Gains $2,501 - $5,000
Small Cap Value Growth Fund	Mutual Funds	Self	$1,001 - $15,000	Capital Gains $1,001 - $2,500
John Hancock U.S. Growth Fund	Mutual Funds	Self	$1,001 - $15,000	Capital Gains $1,001 - $2,500
Biotech Fund	Mutual Funds	Self	$1,001 - $15,000	Capital Gains $201 - $1,000
BlackRock Advantage Core Fund	Mutual Funds	Self	$15,001 - $50,000	Capital Gains $1,001 - $2,500
AIM Fund	Mutual Funds	Self	$1,001 - $15,000	Capital Gains $201 - $1,000
American Funds	Mutual Funds	Self	$15,001 - $50,000	Capital Gains $1,001 - $2,500
JP Morgan Property Ltd	LLC / Partnership	Self	$1,001 - $15,000	Rent $201 - $1,000
Rand Wind Dunes - Senegal Senegal	Real Estate	Self	$1,001 - $15,000	None

Liabilities (3)

Creditor	Type	Amount	Rate	Term
JPMorgan Chase Bank, N.A.	mortgage	$100,001 - $250,000	—	—
Chase Home Finance LLC	line of credit	$100,001 - $250,000	—	—
Chase Bank USA, N.A.	credit card	$50,001 - $100,000	—	—

Trading Sector Allocation (from PTR trades)

Healthcare$375K

Real Estate$375K

ELTON GALLEGLY trades Wealthiest members Most active traders CA 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).