Frank Pallone, Jr.
Frank Pallone, Jr. Net Worth & Financial Disclosure
houseAnnual financial disclosure for 2008, filed May 15, 2008. Includes 52 assets and 2 liabilities.
Est. Net Worth
$396K
2008 annual disclosure
Total Assets
$116K - $805K
52 assets
Total Liabilities
$30K - $100K
2 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
Mutual Funds$235K (30)
Retirement & Pension$137K (16)
Stocks$89K (6)
Top Stock Holdings (from trades)
All Assets (52)
| Asset | Value |
|---|---|
| $1,001 - $15,000 | |
| $15,001 - $50,000 | |
| $1,001 - $15,000 | |
| N/A | |
| $1,001 - $15,000 | |
| $15,001 - $50,000 | |
| $1,001 - $15,000 | |
| N/A | |
| N/A | |
| $1,001 - $15,000 | |
| $1,001 - $15,000 | |
Baron Partners Fund - IRA | $1,001 - $15,000 |
Blackrock Value Fund - IRA | $1,001 - $15,000 |
Bridgeway Fund - IRA | $1,001 - $15,000 |
Diamond Hill Fund - IRA | $1,001 - $15,000 |
Dodge and Cox Fund - IRA | $1,001 - $15,000 |
Goldman Money Fund - IRA | $1,001 - $15,000 |
Hotchkis & Wiley Fund - IRA | $1,001 - $15,000 |
Janus MidCap Fund - IRA | $1,001 - $15,000 |
Julius Baer Fund - IRA | $15,001 - $50,000 |
Keeley Sm Cap Fund - IRA | $1,001 - $15,000 |
Kinetics Small Cap Fund - IRA | $1,001 - $15,000 |
Mundie Small Cap Fund - IRA | $1,001 - $15,000 |
Nuveen Tradewinds Funds - IRA | $1,001 - $15,000 |
Nationwide (Gartmore) Fund - IRA | $1,001 - $15,000 |
Pioneer Cullen Fund - IRA | $1,001 - $15,000 |
RS Inv Trust Fund - IRA | $1,001 - $15,000 |
Touchstone Inst Fund - IRA | $1,001 - $15,000 |
Sun America Focus Fund - IRA | $1,001 - $15,000 |
CRM Mid Cap Fund - IRA | N/A |
Wells Fargo Fund - IRA | $1,001 - $15,000 |
Evergreen Fund - Roth IRA | $1,001 - $15,000 |
Franklin Dynatech Fund - Roth IRA | $1,001 - $15,000 |
Bridgeway Ultra Small Fund - IRA | $1,001 - $15,000 |
Bridgeway Aggressive Fund | $1,001 - $15,000 |
Dodge and Cox Fund | N/A |
FPA Cap Fund | $1,001 - $15,000 |
Goldman Sachs MMF | $1,001 - $15,000 |
Hotchkis & Wiley Fund | $1,001 - $15,000 |
Julius Baer Intl Fund | $15,001 - $50,000 |
Legg Mason Value Fund | N/A |
Nuveen Tradewinds Inv Fund | N/A |
Nuveen Inv Multicap Fd | $1,001 - $15,000 |
Pimco Total Ret Fund | $5,001 - $15,000 |
RS Global Nat Res Fund | $1,001 - $15,000 |
TCW Dir Value Fund | N/A |
Van Kampen Comstock | N/A |
CRM Mid Cap Value Fund | $1,001 - $15,000 |
Wells Fargo Adv Sel Fund | N/A |
Western Asset Core Fund | $15,001 - $50,000 |
Evergreen Growth - Roth IRA | $1,001 - $15,000 |
Franklin Dynatech - Roth IRA | $1,001 - $15,000 |
Liabilities (2)
| Creditor | Type | Amount |
|---|---|---|
| Congressional Federal Credit Union | personal loan | $15,001 - $50,000 |
| Chase Visa | credit card | $15,001 - $50,000 |
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
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).