Frank A. LoBiondo Net Worth & Financial Disclosure

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Annual financial disclosure for 2013, filed July 31, 2013. Includes 51 assets and 2 liabilities.

Year:

2013 2012 2011 2010 2009 2008

Est. Net Worth

-$184K

2013 annual disclosure

Total Assets

$347K - $1.1M

51 assets

Total Liabilities

$600K - $1.3M

2 liabilities

Total Trades

163

From PTR filings

Trade Volume

$1.8M

Midpoint of disclosed ranges

Net Worth Over Time

Show data table

Period	Est. net worth
2008	$882K
2009	$433K
2010	$649K
2010	$1.2M
2011	$69K
2012	-$413K
2012	-$301K
2013	-$184K

Assets by Category

Retirement & Pension$475K (35)

Real Estate$175K (1)

Bank & Cash$58K (7)

ETFs$33K (1)

Insurance$501 (1)

Mutual Funds$0 (5)

Stocks$0 (1)

Top Stock Holdings (from trades)

U.S. BancorpUSB

$40K

All Assets (51)

Asset	Type	Owner	Value	Income
Congressional Federal Credit Union	Bank & Cash	Self	$15,001 - $50,000	Interest $1 - $200
American Funds IRA Rollover - Washington Mutual Investor Fund A (Rollover into LPL IRA)	Mutual Funds	Self	N/A	None
American Express Co. Common Stock(AXP)	Stocks	Self	N/A	None
ING Select IRA Asset Strategy Fund	Mutual Funds	Self	N/A	None
PIMCO All Asset Fund	Mutual Funds	Self	N/A	None
Fidelity Advisor New Insights	Mutual Funds	Self	N/A	None
IRA Account ING Select Fidelity Advisor Small Cap	Retirement & Pension	Spouse	N/A	None
IRA Account ING Select ING Ersm Diversified Mid Cap	Retirement & Pension	Spouse	N/A	None
IRA Account ING Select Europacific Growth Fund	Retirement & Pension	Spouse	N/A	None
IRA Account ING Select ING Morgan Stanley Global	Retirement & Pension	Spouse	N/A	None
IRA Account ING Select Oppenheimer Developing Mkts	Retirement & Pension	Spouse	N/A	None
IRA Account ING Select ING Global Total Return Bond Fund	Retirement & Pension	Spouse	N/A	None
IRA Account ING Select Templeton Global Bond Fund	Retirement & Pension	Spouse	N/A	None
JMS IRA Dreyfus Cash Mgt	Retirement & Pension	Spouse	N/A	None
JMS IRA Russell Emerging Mkts	Retirement & Pension	Spouse	N/A	None
JMS IRA Russell Real Estate	Retirement & Pension	Spouse	N/A	None
JMS IRA Russell Global Equity	Retirement & Pension	Spouse	N/A	None
JMS IRA Russell Japan Equity	Retirement & Pension	Spouse	N/A	None
JMS IRA Russell Developing Mkts	Retirement & Pension	Spouse	N/A	None
JMS IRA Russell US Small	Retirement & Pension	Spouse	N/A	None
JMS IRA – US Core Equity	Retirement & Pension	Spouse	N/A	None
JMS IRA – Comm. Strat	Retirement & Pension	Spouse	N/A	None
JMS IRA – Global Infra	Retirement & Pension	Spouse	N/A	None
JMS IRA – Strat Bond	Retirement & Pension	Spouse	N/A	None
Global Star	Mutual Funds	Spouse	N/A	None
Rental Real Estate – 3100 Elm Rock Place Hammonton, NJ, US	Real Estate	Joint	$100,001 - $250,000	Rent $5,001 - $15,000
Silver State Schools FCU Checking #01	Bank & Cash	Spouse	$1 - $1,000	None
Silver State Schools FCU Savings #82	Bank & Cash	Spouse	$1 - $1,000	Interest $1 - $200
MetLife	Insurance	Spouse	$1 - $1,000	Dividends $1 - $200
Ocean City Home Bank Classic Checking #2112	Bank & Cash	Spouse	$1,001 - $15,000	Interest $1 - $200
Ocean City Home Bank Savings #2120	Bank & Cash	Spouse	$1,001 - $15,000	Interest $1 - $200
TD Bank Checking #5989	Bank & Cash	Spouse	$1 - $1,000	Interest $1 - $200
JP Morgan Chase Bank MM	Bank & Cash	Spouse	$1,001 - $15,000	None
LPL IRA Rollover	Retirement & Pension	Spouse	$1,001 - $15,000	None
iShares Gold Trust(IAU)	ETFs	Spouse	$15,001 - $50,000	None
LPL IRA Rollover - DoubleLine Total Return Fund II Class I	Retirement & Pension	Spouse	$1,001 - $15,000	None
LPL IRA Rollover - Loomis Sayles	Retirement & Pension	Spouse	$1,001 - $15,000	None
LPL IRA Rollover - NASDAQ Managed Futures / ASG Managed Futures	Retirement & Pension	Spouse	$1,001 - $15,000	None
LPL IRA Rollover - N-Lights Allegis Macro	Retirement & Pension	Spouse	$1,001 - $15,000	None
LPL IRA Rollover - Altegris Macro	Retirement & Pension	Spouse	$1,001 - $15,000	None
PIMCO IRA Rollover - All Asset All Authority	Retirement & Pension	Spouse	$1,001 - $15,000	None
Wasatch Long Short	Retirement & Pension	Spouse	$1,001 - $15,000	None
LPL IRA Rollover - JP Morgan	Retirement & Pension	Spouse	$15,001 - $50,000	None
LPL IRA Rollover - iShares Gold Trust	Retirement & Pension	Spouse	$15,001 - $50,000	None
LPL IRA Rollover - AQR Managed Futures	Retirement & Pension	Spouse	$1,001 - $15,000	None
LPL IRA Rollover - Total Bond Fund	Retirement & Pension	Spouse	$15,001 - $50,000	None
LPL IRA Rollover - Loomis Sayles Fund II	Retirement & Pension	Spouse	$15,001 - $50,000	None
LPL IRA Rollover - N-Lights Allegis Macro	Retirement & Pension	Spouse	$15,001 - $50,000	None
LPL IRA Rollover Aimco All Asset Fund Class I	Retirement & Pension	Self	$100,001 - $250,000	None
LPL IRA Rollover Wasatch Long Short	Retirement & Pension	Self	$15,001 - $50,000	None
LPL IRA Rollover Winton Futures LP	Retirement & Pension	Self	$15,001 - $50,000	None

Liabilities (2)

Creditor	Type	Amount	Rate	Term
Wells Fargo Bank	mortgage	$100,001 - $250,000	—	—
Wells Fargo Bank	mortgage	$500,001 - $1,000,000	—	—

Trading Sector Allocation (from PTR trades)

Healthcare$72K

Insurance$8K

Consumer Cyclical$48K

Energy$8K

Basic Materials$16K

Consumer Defensive$96K

Utilities$64K

Technology$112K

Industrials$48K

Financial Services$72K

Frank A. LoBiondo trades Wealthiest members Most active traders NJ 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).