Frank Pallone, Jr.
Frank Pallone, Jr. Net Worth & Financial Disclosure
houseAnnual financial disclosure for 2011, filed May 13, 2011. Includes 64 assets and 2 liabilities.
Est. Net Worth
$680K
2011 annual disclosure
Total Assets
$264K - $1.2M
64 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$577K (40)
Retirement & Pension$111K (17)
Stocks$57K (6)
ETFs$0 (1)
Top Stock Holdings (from trades)
All Assets (64)
| Asset | Value |
|---|---|
AIM Global Real Estate - IRA | $1,001 - $15,000 |
Am Cent Growth | $15,001 - $50,000 |
Am. Cent. Vista Fund - IRA | N/A |
American Cnty Invt Div Bd fd inst cl | $1,001 - $15,000 |
Artio Intl | N/A |
Artio International - IRA | $1,001 - $15,000 |
Artisan Fund Small Cap Value | $1,001 - $15,000 |
Black Rock Large Cap - IRA | $15,000 - $15,000 |
Blackrock Intl Opp Fund - IRA | N/A |
Blair Williams Funds Int'l - IRA | $1,001 - $15,000 |
Brandywine Blue Fund I | $1,001 - $15,000 |
Cambier Opportunity Fund | $1,001 - $15,000 |
| N/A | |
Cohen & Steers Realty | N/A |
Diamond Hill Fund - IRA | N/A |
Dodge and Cox Fund (Intl Stock Fund) | $1,001 - $15,000 |
Dodge and Cox Income Fund | $1,001 - $15,000 |
Dreyfus Appreciation Fund Inc - IRA | $1,001 - $15,000 |
Dreyfus Emerging Markets Fund Cl I | $1,001 - $15,000 |
DWS Value Series Inc Small Cap Value Fund Cl S - IRA | $1,001 - $15,000 |
EV Boston Income Fund | $1,001 - $15,000 |
Fidelity Short Fixed Fund | $15,001 - $50,000 |
First Amer Inv Fds Inc Real Estate Securities Fund | $1,001 - $15,000 |
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 - IRA | $1,001 - $15,000 |
Harbor Cap App Fund | $50,001 - $100,000 |
Harbor Int'l Fund | $1,001 - $15,000 |
Harbor Int'l Fund - IRA | $1,001 - $15,000 |
Hotchkis & Wiley Fund - IRA | $1,001 - $15,000 |
| N/A | |
Lauder Estee Stock - IRA | $1,001 - $15,000 |
Legg Mason Value TR Fund | $15,001 - $50,000 |
Managers Time SQ MD Cap | $1,001 - $15,000 |
Franklin Templeton | $15,001 - $50,000 |
Morgan JP Core Bond | $50,001 - $100,000 |
Morgan Stanley Instl Fund Trust Mid Cap Growth Port Class I | $15,001 - $50,000 |
Nuveen Tradewinds Funds - IRA | $1,001 - $15,000 |
Oppenheimer Dev Mkts Cl Y - IRA | $1,001 - $15,000 |
| N/A | |
PIMCO Commodity Real Return - IRA | $1,001 - $15,000 |
PIMCO Commodity Real Return - IRA | $1,001 - $15,000 |
Pimco Total Ret Fund | $1,001 - $15,000 |
Pioneer Cullen Value | $15,001 - $50,000 |
Pioneer Fund | N/A |
Pioneer Oak Small Cap Fund | $1,001 - $15,000 |
Royce Value Plus | $1,001 - $15,000 |
RS Emg Mkts Fund (formerly Aberdeen Emerging Markets Fund) | $1,001 - $15,000 |
Security Mid Cap Equity Fund | $1,001 - $15,000 |
Sentinel Inv Funds Small Company Class I - IRA | $1,001 - $15,000 |
Texas Inst Stock - IRA | $1,001 - $15,000 |
Touchstone Inst Fund - IRA | $1,001 - $15,000 |
| $1,001 - $15,000 | |
| $1,001 - $15,000 | |
| $1,001 - $15,000 | |
Wells Fargo Adv Small Cap Index (formerly Evergreen Growth) Trad Small Cap Growth - IRA | $1,001 - $15,000 |
Wells Fargo Adv Small Cap Index (formerly Evergreen Growth) Roth IRA | $1,001 - $15,000 |
Wells Fargo Adv Small Cap Index (formerly Evergreen Funds) Roth IRA | $1,001 - $15,000 |
Wells Fargo Fund - IRA | N/A |
Wells Fargo Adv Intrinsic Value (formerly Evergreen Intrinsic Value) IRA | $1,001 - $15,000 |
Willard Fund | $1,001 - $15,000 |
Liabilities (2)
| Creditor | Type | Amount |
|---|---|---|
| Congressional Federal Credit Union | line of credit | $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).