Frank Pallone, Jr.
Frank Pallone, Jr. Net Worth & Financial Disclosure
houseAnnual financial disclosure for 2009, filed May 15, 2009. Includes 71 assets and 2 liabilities.
Est. Net Worth
$616K
2009 annual disclosure
Total Assets
$170K - $1.2M
71 assets
Total Liabilities
$25K - $65K
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$475K (46)
Retirement & Pension$177K (22)
Stocks$9K (3)
Top Stock Holdings (from trades)
All Assets (71)
| Asset | Value |
|---|---|
Aberdeen Small Cap IRA (Gartmore) Fund - IRA | $1,001 - $15,000 |
Am Cent Growth | $1,001 - $15,000 |
Am. Cent. Vista Fund | $1,001 - $15,000 |
Artio Intl (formerly Julius Baer Intl Fund) | $15,001 - $50,000 |
Artio International - IRA (formerly Julius Baer Fund - IRA) | $1,001 - $15,000 |
Baron Partners Fund - IRA | N/A |
Blackrock Intl Opp Fund | $1,001 - $15,000 |
Blackrock Value Fund - IRA | $1,001 - $15,000 |
Bridgeway Aggressive Fund | N/A |
Bridgeway Fund - IRA | N/A |
Bridgeway Ultra Small Fund | N/A |
Cambiar Opty Fund | $1,001 - $15,000 |
| $1 - $1,000 | |
Columbia Mid Cap | $1,001 - $15,000 |
CRM Mid Cap Fund - IRA | $1,001 - $15,000 |
Diamond Hill Fund - IRA | $1,001 - $15,000 |
Dodge and Cox Fund | $1,001 - $15,000 |
Dodge and Cox Fund - IRA | N/A |
DWS Core Fixed Inc Fund | $1,001 - $15,000 |
EV Boston Income Fund | $1,001 - $15,000 |
Evergreen Fund - Roth IRA | $1,001 - $15,000 |
Evergreen Growth - Roth IRA | $1,001 - $15,000 |
Fidelity Short Fixed Fund | $15,001 - $50,000 |
FPA Cap Fund | N/A |
Franklin Dynatech - Roth IRA | $1,001 - $15,000 |
Franklin Dynatech Fund - Roth IRA | $1,001 - $15,000 |
| $15,001 - $50,000 | |
Goldman Money Fund - IRA | $1,001 - $15,000 |
Goldman Sachs MMF | $1,001 - $15,000 |
Hancock Classic Value Fund | $1,001 - $15,000 |
Harbor Cap App Fund | $1,001 - $15,000 |
Harbor Int'l Fund | $1,001 - $15,000 |
Harbor Int'l Fund | $1,001 - $15,000 |
Harbor Small Co Fund | $1,001 - $15,000 |
Hartford Int'l Growth Fund | $1,001 - $15,000 |
Hotchkis & Wiley Fund | $15,001 - $50,000 |
Hotchkis & Wiley Fund | $1,001 - $15,000 |
Janus MidCap Fund - IRA | N/A |
Keeley Sm Cap Fund - IRA | N/A |
Kinetics Small Cap Fund - IRA | $1,001 - $15,000 |
Laudee Estee Stock - IRA | $1,001 - $15,000 |
Legg Mason Agg Growth Fund | $1,001 - $15,000 |
Legg Mason Value TR Fund | $15,001 - $50,000 |
Managers Time SQ MD Cap Fund | $1,001 - $15,000 |
Munder Mid Cap Fund | $1,001 - $15,000 |
Munder Small Cap Fund - IRA | N/A |
Neuberger Berman Small Cap Fund | $1,001 - $15,000 |
| N/A | |
Nuveen Inv Multicap Fd | $1,001 - $15,000 |
Nuveen Tradewinds Funds - IRA | $1,001 - $15,000 |
Nuveen Tradewinds Inv Fund | $1,001 - $15,000 |
Oppen M/S Small Cap Fund | $1,001 - $15,000 |
| $1,001 - $15,000 | |
Pimco Total Ret Fund | $15,001 - $50,000 |
Pioneer Cullen Fund - IRA | N/A |
Pioneer Cullen Value | $1,001 - $15,000 |
Pioneer Oaks S/C GR Fund | $1,001 - $15,000 |
RS Emg Mkts Fund | $1,001 - $15,000 |
RS Global Nat Res Fund | $1,001 - $15,000 |
RS Inv Trust Fund - IRA | $1,001 - $15,000 |
Satuit Cap Micro Cap Fund | $1,001 - $15,000 |
Security Mid Cap Fund | $1,001 - $15,000 |
Sun America Focus Fund - IRA | N/A |
Texas Inst Stock - IRA | $1,001 - $15,000 |
TIAA Cref Instl Equity Fund | $1,001 - $15,000 |
Touchstone Inst Fund - IRA | $1,001 - $15,000 |
| $1,001 - $15,000 | |
Victory Small Co Oppy Fund | $1,001 - $15,000 |
| $1,001 - $15,000 | |
Wells Fargo Fund - IRA | $15,001 - $50,000 |
Western Asset Core Fund | $15,001 - $50,000 |
Liabilities (2)
| Creditor | Type | Amount |
|---|---|---|
| Congressional Federal Credit Union | personal loan | $15,001 - $50,000 |
| Mastercard | credit card | $10,001 - $15,000 |
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).