Frank Pallone, Jr. Net Worth & Financial Disclosure

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Annual financial disclosure for 2013, filed June 4, 2013. Includes 166 assets and 4 liabilities.

Year:

2013 2012 2011 2010 2009 2008

Est. Net Worth

$5.2M

2013 annual disclosure

Total Assets

$3.1M - $8.7M

166 assets

Total Liabilities

$415K - $900K

4 liabilities

Total Trades

131

From PTR filings

Trade Volume

$1.1M

Midpoint of disclosed ranges

Net Worth Over Time

Show data table

Period	Est. net worth
2008	$396K
2009	$616K
2010	$573K
2011	$680K
2012	$730K
2013	$3.6M
2013	$5.2M

Assets by Category

Bank & Cash$1.7M (7)

Mutual Funds$1.6M (102)

Retirement & Pension$1.1M (3)

Real Estate$750K (1)

Stocks$344K (22)

ETFs$340K (31)

Top Stock Holdings (from trades)

The Estée Lauder Companies Inc.EL

$33K

Texas Instruments IncorporatedTXN

$33K

Philip Morris International Inc.PM

$24K

Select Sector SPDR Trust Consumer StaplesXLP

$16K

Select Sector SPDR Fund MaterialsXLB

$16K

All Assets (166)

Asset	Type	Owner	Value	Income
Jamison Inner Circle Fund - Cambiar Opportunity Fund Inst	Mutual Funds	Spouse	$1,001 - $15,000	Dividends $1 - $200
AIM Inv Secs Funds Invesco Inv Secs Funds Global Real Estate Fund Cl R5(GLFOX)	Mutual Funds	Spouse	$1,001 - $15,000	Dividends $1 - $200
Altria Group, Inc.(MO)	Stocks	Spouse	$1,001 - $15,000	Dividends $1 - $200
Emerson Electric Co.(EMR)	Stocks	Spouse	N/A	Capital Gains $1 - $200
American Century Inv Trust - Strategic Bond Fund Instl(ACBPX)	Mutual Funds	DC	$1,001 - $15,000	Dividends/Capital Gains $1 - $200
American Century Intl Trust Diversified Bond Fund Inst	Mutual Funds	DC	$1,001 - $15,000	Dividends/Capital Gains $1 - $200
American Century Intl Trust Diversified Bond Fund Inst	Mutual Funds	DC	$1,001 - $15,000	Dividends/Capital Gains $1 - $200
American Century Mutual Funds Growth Fund Inst(TWIGX)	Mutual Funds	DC	$1,001 - $15,000	Dividends/Capital Gains $1 - $200
American Century Mutual Funds Growth Fund Inst(TWIGX)	Mutual Funds	DC	$1,001 - $15,000	Dividends/Capital Gains $1 - $200
Artisan Funds Inc Small Cap Value Fund(ARTVX)	Mutual Funds	DC	$1,001 - $15,000	Dividends/Capital Gains $1 - $200
Artisan Funds Inc Small Cap Value Fund(ARTVX)	Mutual Funds	DC	$1,001 - $15,000	Dividends/Capital Gains $1 - $200
Blair Williams Funds Intl Growth Fund Cl I(BIGIX)	Mutual Funds	Spouse	$1,001 - $15,000	Dividends $201 - $1,000
Cash - Branch, NJ Branch, NJ, US	Bank & Cash	Spouse	$100,001 - $500,000	Interest $201 - $1,000
Chevron Corporation(CVX)	Stocks	Spouse	N/A	Capital Gains $201 - $1,000
Chevron Corporation (Margin) (Trust)(CVX)	Stocks	Spouse	$1,001 - $15,000	Dividends $201 - $1,000
Chinquin Inc New C (Margin)(Trust)	Stocks	Spouse	$1,001 - $15,000	Dividends $1 - $200
Delaware Group Equity Funds II Class A (DDEQX)	Mutual Funds	Spouse	$1,001 - $15,000	Dividends $1 - $200
Delaware Group Equity Funds II Value FD Instl (DOVIX)	Mutual Funds	Spouse	$1,001 - $15,000	None
Disney, Walt Company (DIS)(DIS)	Stocks	Spouse	$15,001 - $50,000	Dividends $201 - $1,000
Dodge & Cox Funds International Stock Fund (DOFIX)	Mutual Funds	DC	$1,001 - $15,000	Dividends $1 - $200
Dodge & Cox Funds Income Fund (DODFX)	Mutual Funds	DC	$1,001 - $15,000	Dividends $1 - $200
Dodge & Cox Funds International Stock Fund (DOFIX)	Mutual Funds	DC	$1,001 - $15,000	Dividends $1 - $200
Dominion Resources Inc VA New (D) (Margin)(Trust)(D)	Stocks	Spouse	$1,001 - $15,000	Dividends $1 - $200
Dominion Resources Inc VA (D) (Margin)(Trust)(D)	Stocks	Spouse	N/A	Capital Gains $201 - $1,000
Dreyfus Appreciation Fund Inc (DGAGX)	Mutual Funds	Spouse	$1,001 - $15,000	Dividends $1 - $200
Dreyfus Emerging Markets Fund Cl I (DRPEX)	Mutual Funds	DC	$1,001 - $15,000	Dividends $1 - $200
Dreyfus Emerging Markets Fund Cl I (DRPEX)	Mutual Funds	DC	$1,001 - $15,000	Dividends $1 - $200
Dreyfus Emerging Markets Fund Cl I (DRPEX)	Mutual Funds	DC	$1,001 - $15,000	Dividends $1 - $200
DWS Value Ser Income Small Cap Value Fund CL S (KDSAX)	Mutual Funds	Spouse	$1,001 - $15,000	Dividends/Capital Gains $1 - $200
Eagle Small Cap Growth Fund Class A	Mutual Funds	Spouse	$1,001 - $15,000	Dividends $1 - $200
Eaton Vance Large Cap Value Fund CL I (EILVX)	Mutual Funds	DC	$1,001 - $15,000	Dividends $1 - $200
Eaton Vance Ser II Income Fund Boston CL I (EIBIX)	Mutual Funds	DC	$1,001 - $15,000	Dividends/Capital Gains $1 - $200
Energy Select Sector SPDR(XLE)	ETFs	DC	$1,001 - $15,000	Dividends $1 - $200
Federated Kaufmann Fund CL A (KAUAX)	Mutual Funds	Spouse	$1,001 - $15,000	Dividends/Capital Gains $201 - $1,000
A (KAUAX) Kaufmann Fund CL A (KAUAX) (Margin/Trust)	Mutual Funds	Spouse	$1,001 - $15,000	Capital Gains $201 - $1,000
Financial Select Sector SPDR(XLF)	ETFs	Spouse	$1,001 - $15,000	Dividends $1 - $200
First Eagle Funds SOGEN Overseas Fund CL I (SGOIX)	Mutual Funds	Spouse	$1,001 - $15,000	Dividends/Capital Gains $201 - $1,000
First Eagle Funds SOGEN Overseas Fund CL I (SGOIX)	Mutual Funds	DC	$1,001 - $15,000	Dividends/Capital Gains $1 - $200
First Eagle Funds SOCGEN Overseas Fund Cl I (SGOIX)	Mutual Funds	DC	$1,001 - $15,000	Dividends/Capital Gains $1 - $200
First Eagle Funds US Overseas Fund Cl I (SGOVX)	Mutual Funds	DC	$1,001 - $15,000	Dividends/Capital Gains $1 - $200
Franklin Cust Dyn Tech CL (FKDNX) (Roth IRA)	Mutual Funds	Spouse	$1,001 - $15,000	Dividends $1 - $200
Franklin Cust Dyn Tech CL (FKDNX) (Roth IRA)	Mutual Funds	Spouse	$1,001 - $15,000	Dividends $1 - $200
General Electric Company(GE)	Stocks	Spouse	$15,001 - $50,000	Dividends $1,001 - $2,500
Goldman Sachs Trust Fnl Square Treas Instl Fund Instl	Mutual Funds	Spouse	$1,001 - $15,000	None
Hancock John Cap Ser Classic Value Fund Cl I	Mutual Funds	Spouse	$1,001 - $15,000	Dividends $1 - $200
Harbor Fund Cap Appreciation Fund Instl (HACAX)	Mutual Funds	DC	$1,001 - $15,000	Dividends/Capital Gains $1 - $200
Harbor Fund Cap Appreciation Fund Instl (HACAX)	Mutual Funds	DC	$1,001 - $15,000	Dividends $1 - $200
Harbor Fund Cap Appreciation Fund Instl (HAINX)	Mutual Funds	Spouse	$1,001 - $15,000	Dividends $1 - $200
Mairs & Power Investment Trust Growth Fund Cl I (MAIGX)	Mutual Funds	DC	$1,001 - $15,000	Dividends/Capital Gains $1 - $200
Oakmark Equity & Income Fund Cl I (OAKBX)	Mutual Funds	DC	$1,001 - $15,000	Dividends/Capital Gains $1 - $200
Oakmark Equity & Income Fund Cl I (OAKBX)	Mutual Funds	DC	$1,001 - $15,000	Dividends/Capital Gains $1 - $200
Harris Assoc Inv T Trust Oakmark Equity & Income Fund I	Mutual Funds	DC	$1,001 - $15,000	DIVIDENDS/CAPITAL GAINS $1 - $200
Hodges & Wiley Funds Mid Cap Value Fund CL I	Mutual Funds	Spouse	$1,001 - $15,000	DIVIDENDS $1 - $200
Income Fund America Inc CL A (Margin)(Trust)(AMECX)	Mutual Funds	Spouse	$1,001 - $15,000	DIVIDENDS $201 - $1,000
Income Fund America Inc CL A (AMECX) (Margin)(Trust)(AMECX)	Mutual Funds	Spouse	$1,001 - $15,000	DIVIDENDS $201 - $1,000
Industrial Select SPDR(XLI)	ETFs	Spouse	$1,001 - $15,000	DIVIDENDS $1 - $200
iShares Barclays 1-3 Year Treasury Bond Fund(SHY)	ETFs	Spouse	$1,001 - $15,000	DIVIDENDS $1 - $200
iShares Barclays 3-7 Year Treasury Bond Fund(IEI)	ETFs	Spouse	$1,001 - $15,000	DIVIDENDS $1 - $200
iShares Barclays 7-10 Year Treasury Bond Fund(IEF)	ETFs	Spouse	$1,001 - $15,000	DIVIDENDS $1 - $200
iShares Barclays Intermediate Credit Bond Fund(CIU)	ETFs	Spouse	$1,001 - $15,000	DIVIDENDS $1 - $200
iShares Barclays MBS Bond Fund(MBB)	ETFs	Spouse	$1,001 - $15,000	DIVIDENDS/CAPITAL GAINS $1 - $200
iShares Core S&P MidCap 400 Index Fund(IJH)	ETFs	Spouse	$1,001 - $15,000	DIVIDENDS $1 - $200
iShares Core S&P Small-Cap 600 Index Fund(IJR)	ETFs	Spouse	$1,001 - $15,000	DIVIDENDS $1 - $200
iShares iBoxx $ High Yield Corporate Bond Fund(HYG)	ETFs	Spouse	$1,001 - $15,000	DIVIDENDS $1 - $200
iShares iBoxx $ Investment Grade Corporate Bond Fund(LQD)	ETFs	Spouse	$1,001 - $15,000	DIVIDENDS $1 - $200
iShares JP Morgan Emerging Markets Bond Fund(EMB)	ETFs	Spouse	$1,001 - $15,000	Dividends $1 - $200
iShares MSCI Mexico Capped Investable Market Index Fund(EWW)	ETFs	Spouse	$1,001 - $15,000	Dividends/Capital Gains $1 - $200
WisdomTree International Hedged Quality Dividend Growth Fund(IHDG)	ETFs	Spouse	$1,001 - $15,000	Dividends $1 - $200
JPMorgan Chase & Co. 8.625% Non-Cumulative Preferred Stock Series E	Stocks	Spouse	$1,001 - $15,000	Dividends $201 - $1,000
Janus International Fund Flexible Bond Fund CL I	Mutual Funds	DC	$1,001 - $15,000	Dividends/Capital Gains $1 - $200
Janus International Fund Flexible Bond Fund CL I	Mutual Funds	DC	$1,001 - $15,000	Dividends/Capital Gains $1 - $200
Janus International Fund Flexible Bond Fund CL I	Mutual Funds	DC	$1,001 - $15,000	Dividends/Capital Gains $1 - $200
JP Morgan Core Bond Fund Select	Mutual Funds	DC	$1,001 - $15,000	Dividends/Capital Gains $1 - $200
JP Morgan Core Bond Fund Select	Mutual Funds	DC	$1,001 - $15,000	Dividends/Capital Gains $1 - $200
JP Morgan Core Bond Fund Select	Mutual Funds	DC	$1,001 - $15,000	Dividends/Capital Gains $1 - $200
Morgan Prime Money Market Fund	Mutual Funds	Spouse	$1,001 - $15,000	Interest $1 - $200
Keeley Funds Inc Small Value Fund CL I SHRS	Mutual Funds	Spouse	$1,001 - $15,000	Dividends $1 - $200
Kraft Group(KRFT)	Stocks	Spouse	$15,001 - $50,000	Dividends $1 - $200
Kraft Food Group (Margin)(Trust)(KRFT)	Stocks	Spouse	$1,001 - $15,000	Capital Gains $1 - $200
Munder, Ester Co., Inc. CL A(LEU)	Stocks	Spouse	$50,001 - $100,000	Dividends $201 - $1,000
Legg Mason Value Trust Inc. Navigator Value Trust	Mutual Funds	Spouse	N/A	None
Lord Abbett Investment Trust Short Duration Income CL F	Mutual Funds	Spouse	$15,001 - $50,000	Dividends/Capital Gains $1,001 - $2,500
Lord Abbett Investment Trust Short Duration Income CL F	Mutual Funds	Spouse	$1,001 - $15,000	Dividends/Capital Gains $201 - $1,000
Mainstay Large Cap Growth Fund CL I	Mutual Funds	Spouse	$1,001 - $15,000	Dividends $1 - $200
TimesSquare Mid Cap Growth Fund Premier	Mutual Funds	Spouse	$1,001 - $15,000	Capital Gains $201 - $1,000
Merrill Lynch Sweep Acct.	Bank & Cash	Spouse	$250,001 - $500,000	Interest $1 - $200
Merrill Lynch Sweep Acct.	Bank & Cash	Spouse	$50,001 - $100,000	Interest $1 - $200
Mondelez Intl Inc. (Margin)(Trust)(MDLZ)	Stocks	Spouse	$1,001 - $15,000	Dividends $1 - $200
US Large Company Growth Fund CL (Trust)	Mutual Funds	Spouse	$1,001 - $15,000	Capital Gains/Dividends $1 - $200
Munder Ser Trust Midcap Core Growth Fund CL Y	Mutual Funds	DC	$1,001 - $15,000	None
Munder Ser Trust Midcap Core Growth Fund CL Y	Mutual Funds	DC	$1,001 - $15,000	None
Morgan Stanley Midcap Core Growth Fund CL I	Mutual Funds	DC	$1,001 - $15,000	None
Nuveen Inv Funds Inc Real Estate Secs Fund CL I	Mutual Funds	DC	$1,001 - $15,000	Dividends/Cap Gains $1 - $200
Nuveen Municipal Trust High Yield Muni Bond Fund CL A (NHMAX) (Margin)(Trust)	Mutual Funds	Spouse	$1,001 - $15,000	Dividends $201 - $1,000
Nuveen Municipal Trust High Yield Muni Bond Fund CL A (NHMAX) (Margin)(Trust)	Mutual Funds	Spouse	$15,001 - $50,000	Dividends $201 - $1,000
Oppenheimer Developing Markets CL (Margin)(Trust)	Mutual Funds	Spouse	$1,001 - $15,000	Dividends $1 - $200
Philip Morris International Inc.(PM)	Stocks	Spouse	N/A	Dividends/Cap Gains $1 - $200
PIMCO Funds Pac Inv Management Ser - Commodity Real Return Strat Fund Inst (PCRIX)	Mutual Funds	DC	$1,001 - $15,000	Dividends/Cap Gains $1 - $200
PIMCO Funds Pac Inv Management Ser - Commodity Real Return Strat Fund Inst (PCRIX)	Mutual Funds	DC	$1,001 - $15,000	Dividends/Cap Gains $1 - $200
MFS Commodity Real Return Strat Fund Inst	Mutual Funds	DC	$1,001 - $15,000	Dividends/Cap Gains $1 - $200
PIMCO Funds Pacific Investment Management Series - Commodity Real Return Strategy Fund Institutional (PCRIX) (IRA)(PCRIX)	Mutual Funds	Spouse	$1,001 - $15,000	Dividends/Capital Gains $1 - $200
PIMCO Funds Pacific Investment Management Series - Total Return Fund Institutional (PTTRX)(PTTRX)	Mutual Funds	DC	$1,001 - $15,000	Dividends/Capital Gains $1 - $200
PIMCO Funds Pacific Investment Management Series - Total Return Fund Institutional (PTTRX)(PTTRX)	Mutual Funds	DC	$1,001 - $15,000	Dividends/Capital Gains $201 - $1,000
Pioneer Series Trust II - Pioneer Oak Ridge Small Cap Growth Fund Class Y (ORIX)(ORIX)	Mutual Funds	DC	$1,001 - $15,000	Capital Gains $1 - $200
Pioneer Series Trust II - Pioneer Oak Ridge Small Cap Growth Fund Class Y (ORIX)(ORIX)	Mutual Funds	DC	$1,001 - $15,000	Capital Gains $1 - $200
Pioneer Series Trust II - Pioneer Oak Ridge Small Cap Growth Fund Class Y (ORIX)(ORIX)	Mutual Funds	DC	$1,001 - $15,000	Capital Gains $1 - $200
PowerShares DB Commodity Index Tracking Fund (DBC)(DBC)	ETFs	Spouse	$1,001 - $15,000	None
PowerShares Emerging Markets Sovereign Debt (PCY)(PCY)	ETFs	Spouse	$1,001 - $15,000	Dividends $1 - $200
Long Realty - Long Branch, NJ, M. Pallone Estate (half interest) Long Branch, NJ, US	Real Estate	DC	$500,001 - $1,000,000	None
Rose Marie Hospodor IRA Trust	Retirement & Pension	DC	$250,001 - $500,000	Excepted Trust $50,001 - $100,000
Rose Marie Hospodor IRA Trust	Retirement & Pension	DC	$250,001 - $500,000	Excepted Trust
Rose Marie Hospodor IRA Trust	Retirement & Pension	DC	$250,001 - $500,000	Excepted Trust
Royce Funds Value Plus Fund - Inv (RVPXK)	Mutual Funds	DC	$15,001 - $50,000	None
Royce Funds Value Plus Fund - Inv (RVPXH)	Mutual Funds	DC	$1,001 - $15,000	None
Royce Funds Value Plus Fund - Inv (RVPXH)	Mutual Funds	DC	$1,001 - $15,000	None
RS Inv Tr Emerging Mkts Fund - Inv (RSENX)	Mutual Funds	Spouse	$1,001 - $15,000	Dividends $1 - $200
RS Inv Tr Emerging Markets CL S (REMSX)	Mutual Funds	Spouse	$15,001 - $50,000	Dividends $201 - $1,000
Russell Global Equity CL S (RGLSX)	Mutual Funds	Spouse	$50,001 - $100,000	Dividends $201 - $1,000
Russell Intl Developed Markets Fund CL S (RINTX)	Mutual Funds	Spouse	$50,001 - $100,000	Dividends $1,001 - $2,500
Russell Inv Co Global Real Estate Securities Fund CL S (RRESX)	Mutual Funds	Spouse	$15,001 - $50,000	Dividends/Capital Gains $201 - $1,000
Russell Inv Co Global Infrastructure Fund CL S (RGISX)	Mutual Funds	Spouse	$15,001 - $50,000	Dividends/Capital Gains $201 - $1,000
Russell Inv Co Global Infrastructure Fund CL S (RGCSX)	Mutual Funds	Spouse	$15,001 - $50,000	Dividends/Capital Gains $201 - $1,000
Russell Inv Co Global Real Estate Securities Fund CL S (RRESX)	Mutual Funds	Spouse	$15,001 - $50,000	Capital Gains/Dividends $201 - $1,000
Russ Inv Co Multi-Strategy Alternative Fund CL S (RMSX)	Mutual Funds	Spouse	$15,001 - $50,000	Capital Gains $1 - $200
Russell Inv Co US Strategic Equity Fund CL S (RSESX)	Mutual Funds	Spouse	$100,001 - $250,000	Capital Gains/Dividends $201 - $1,000
Russell Strategic BO CL S (RFCTX)	Mutual Funds	Spouse	$100,001 - $250,000	Dividends/Capital Gains $2,501 - $5,000
Nuveen US Small Cap Equity Fund CL I S (RLESX)	Mutual Funds	Spouse	$50,001 - $100,000	Capital Gains/Dividends $1 - $200
Security Equity Fund Mid Cap Value Ser CL A (SEVAX)	Mutual Funds	Spouse	$1,001 - $15,000	Capital Gains $201 - $1,000
Select Sector SPDR Fund - Technology (XLK)(XLK)	ETFs	Spouse	$1,001 - $15,000	Dividends $1 - $200
Select Sector SPDR Fund - Health Care (XLV)(XLV)	ETFs	Spouse	$1,001 - $15,000	Dividends $1 - $200
Select Sector SPDR Fund - Materials (XLB)(XLB)	ETFs	Spouse	$1,001 - $15,000	Dividends $1 - $200
Select Sector SPDR Trust - Consumer Staples (XLP)(XLP)	ETFs	Spouse	$1,001 - $15,000	Dividends $1 - $200
SPDR Barclays Capital Short Term High Yield Bond ETF (JNK)(JNK)	ETFs	Spouse	$1,001 - $15,000	Dividends $201 - $1,000
SPDR Barclays Capital Long Term Treasury Bond ETF (BWX)(BWX)	ETFs	Spouse	$1,001 - $15,000	Dividends $1 - $200
SPDR Euro STOXX 50 (FEZ)(FEZ)	ETFs	Spouse	$1,001 - $15,000	Dividends $1 - $200
SPDR S&P Bank (KBE)(KBE)	ETFs	Spouse	$1,001 - $15,000	Dividends $1 - $200
SPDR S&P Retail (XRT)(XRT)	ETFs	Spouse	$1,001 - $15,000	Dividends $1 - $200
Texas Instruments Inc. (IRA)(TXN)	Stocks	Spouse	$1,001 - $15,000	Dividends $201 - $1,000
Large Cap Strategic Trust Large Cap Growth Fund CL I	Mutual Funds	Spouse	$1,001 - $15,000	Dividends $1 - $200
Unilever PLC Sponsored ADR(UL)	Stocks	Spouse	$1,001 - $15,000	Dividends $201 - $1,000
Vanguard Information Technology ETF(VGT)	ETFs	Spouse	$1,001 - $15,000	Dividends $1 - $200
Vanguard MSCI EAFE ETF(VEA)	ETFs	Spouse	$1,001 - $15,000	Dividends $201 - $1,000
Vanguard MSCI Emerging Markets ETF(VWO)	ETFs	Spouse	$15,001 - $50,000	Dividends $1 - $200
Vanguard Municipal Bond Fund Intermediate Term (Margin)(VWITX)	Mutual Funds	Spouse	$15,001 - $50,000	Dividends $201 - $1,000
Putnam Municipal Bond Limited Term Tax-Exempt Fund Class A (Margin)(Trust)(PMTLX)	Mutual Funds	Spouse	$15,001 - $50,000	Dividends $201 - $1,000
Vanguard REIT ETF(VNQ)	ETFs	Spouse	$1,001 - $15,000	Dividends $1 - $200
Vanguard Total Bond Market ETF(BND)	ETFs	Spouse	$50,001 - $100,000	Dividends/Capital Gains $1 - $200
Verizon Communications Inc. (Margin)(Trust)(VZ)	Stocks	Spouse	$50,001 - $100,000	Dividends $201 - $1,000
Verizon Communications Inc. (Margin)(Trust)(VZ)	Stocks	Spouse	N/A	Capital Gains $1,001 - $2,500
Verizon Communications Inc.(VZ)	Stocks	DC	$1,001 - $15,000	Dividends $1 - $200
Verizon Communications Inc.(VZ)	Stocks	DC	$1,001 - $15,000	Dividends $1 - $200
Verizon Communications Inc.(VZ)	Stocks	DC	$1,001 - $15,000	Dividends $1 - $200
Virtus Emerging Markets Opportunities Fund CL I(HIEMX)	Mutual Funds	DC	$1,001 - $15,000	Dividends/Cap Gains $1 - $200
Virtus Emerging Markets Opportunities Fund CL I(HIEMX)	Mutual Funds	DC	$1,001 - $15,000	Dividends/Cap Gains $1 - $200
Virtus Emerging Markets Opportunities Fund CL I(HIEMX)	Mutual Funds	DC	$1,001 - $15,000	Dividends/Cap Gains $1 - $200
Wells Fargo Advantage Small Cap Growth Fund CL A(EGVAX)	Mutual Funds	Spouse	$1,001 - $15,000	Capital Gains $1 - $200
Wells Fargo Advantage Small Cap Growth Fund CL A(EGVAX)	Mutual Funds	Spouse	$1,001 - $15,000	Capital Gains $1 - $200
Wells Fargo Bank Deposit Sweep Account (Acct XXXX-0264)	Bank & Cash	Joint	$500,001 - $1,000,000	Interest $1 - $200
Wells Fargo Bank Deposit Sweep Account (Acct XXXX-0721)	Bank & Cash	Spouse	$100,001 - $250,000	Interest
Wells Fargo Bank Deposit Sweep Account (Acct XXXX-0211)	Bank & Cash	Spouse	$1,001 - $15,000	None
Wells Fargo Bank Deposit Sweep Acct XXXX-0266	Bank & Cash	Self	$1,001 - $15,000	None
Wells Fargo Funds Trust Emerging Growth Fund Admin Class (WEGAX)	Mutual Funds	Spouse	$1,001 - $15,000	Dividends/Capital Gains $201 - $1,000
Wells Fargo Funds Trust Emerging Growth Fund Instl Cl (WEMIX)	Mutual Funds	Spouse	$1,001 - $15,000	None
WT Mutual Fund Cm Mid Cap Value Fund Instl (CRIMX)	Mutual Funds	DC	$1,001 - $15,000	Dividends $1 - $200
WT Mutual Fund Cm Mid Cap Value Fund Instl (CRIMX)	Mutual Funds	DC	$15,001 - $50,000	Dividends $1 - $200
WT Mutual Fund Cm Mid Cap Value Fund Instl (CRIMX)	Mutual Funds	DC	$1,001 - $15,000	Capital Gains/Dividends $1 - $200

Liabilities (4)

Creditor	Type	Amount	Rate	Term
Congressional Federal Credit Union	line of credit	$15,001 - $50,000	—	—
CitiMortgage Inc., San Antonio, TX	mortgage	$100,001 - $250,000	—	—
Citibank, St. Louis, MO	other	$250,001 - $500,000	—	—
Wells Fargo Bank, Long Branch, NJ	mortgage	$50,001 - $100,000	—	—

Trading Sector Allocation (from PTR trades)

Technology$57K

Consumer Defensive$113K

Energy$40K

Financial Services$232K

Utilities$32K

Communication Services$24K

Consumer Cyclical$32K

Healthcare$16K

Basic Materials$16K

Real Estate$16K

Industrials$24K

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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).