Frank Pallone, Jr.
Frank Pallone, Jr. Net Worth & Financial Disclosure
houseAnnual financial disclosure for 2010, filed May 17, 2010. Includes 63 assets and 2 liabilities.
Est. Net Worth
$573K
2010 annual disclosure
Total Assets
$175K - $1.1M
63 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$507K (55)
Stocks$115K (6)
Retirement & Pension$8K (1)
ETFs$8K (1)
Top Stock Holdings (from trades)
All Assets (63)
| Asset | Value |
|---|---|
AIM Global Real Estate | $1,001 - $15,000 |
Am Cent Growth | $1,001 - $15,000 |
Am Cent. Vista Fund | $1,001 - $15,000 |
Artio Intl | $1,001 - $15,000 |
Artio International - IRA | $1,001 - $15,000 |
Artisan Fund Small Cap Value | $15,001 - $50,000 |
Black Rock Large Cap - IRA | $1,001 - $15,000 |
Blackrock Intl Opp Fund | $1,001 - $15,000 |
Blair Williams Funds Int'l - IRA | $15,001 - $50,000 |
Cambiar Oppy Fund | $1,001 - $15,000 |
| $1,001 - $15,000 | |
Cohen & Steers Realty | $1,001 - $15,000 |
Columbia Mid Cap | N/A |
Diamond Hill Fund - IRA | $1,001 - $15,000 |
Dodge and Cox Fund (Intl Stock Fund) | $1,001 - $15,000 |
Dodge and Cox Income Fund | $15,001 - $50,000 |
EV Boston Income Fund | $1,001 - $15,000 |
Evergreen Fund - Roth IRA | $1,001 - $15,000 |
Evergreen Growth - Roth IRA | $15,001 - $50,000 |
Evergreen Intrinsic Value | $1,001 - $15,000 |
Fidelity Short Fixed Fund | $15,001 - $50,000 |
Franklin Dynatech - Roth IRA | $1,001 - $15,000 |
Franklin Dynatech Fund - IRA | $1,001 - $15,000 |
| $50,001 - $100,000 | |
Goldman Money Fund - IRA | $1,001 - $15,000 |
Goldman Sachs MMF | $1,001 - $15,000 |
Hancock Classic Value Fund - IRA | $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 |
Hotchkis & Wiley Fund - IRA | $1,001 - $15,000 |
| $1,001 - $15,000 | |
| $1,001 - $15,000 | |
Legg Mason Value TR Fund | $1,001 - $15,000 |
Managers Time SQ MD Cap Fund | $1,001 - $15,000 |
Morgan JP Core Bond | $1,001 - $15,000 |
Munder Mid Cap Fund | $1,001 - $15,000 |
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 | N/A |
ParkAve Fund (formerly RS Emg Mkts Fd) | $1,001 - $15,000 |
Phoenix Cos. Stock | $1,001 - $15,000 |
PIMCO Commodity Real Return Comm | $1,001 - $15,000 |
PIMCO Commodity Real Return Comm | $1,001 - $15,000 |
Pimco Total Ret Fund | $1,001 - $15,000 |
Pioneer Cullen Value | $1,001 - $15,000 |
Pioneer Fund | $1,001 - $15,000 |
Pioneer Oak Small Cap Fund | $1,001 - $15,000 |
Royce Value Plus | $1,001 - $15,000 |
RS Global Nat Res Fund | N/A |
RS Inv Trust Fund - IRA | N/A |
Security Mid Cap Fund | $1,001 - $15,000 |
Texas Inst Stock - IRA | $1,001 - $15,000 |
TIAA Cref Inst Equity Fund | N/A |
Touchstone Inst Fund - IRA | $1,001 - $15,000 |
| $1,001 - $15,000 | |
Victory Small Co Oppy Fund | $1 - $200 |
| $1,001 - $15,000 | |
Wells Fargo Adv Small Cap | $1,001 - $15,000 |
Wells Fargo Fund - IRA | $1,001 - $15,000 |
Western Assets Core Fund | N/A |
WT Mut Fund (formerly CRM Mid Cap Fund) | $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).