Frank Pallone, Jr.
Frank Pallone, Jr. Net Worth & Financial Disclosure
houseAnnual financial disclosure for 2012, filed May 15, 2012. Includes 62 assets and 4 liabilities.
Est. Net Worth
$730K
2012 annual disclosure
Total Assets
$664K - $2.1M
62 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
Real Estate$750K (1)
Mutual Funds$508K (50)
Stocks$97K (6)
Bank & Cash$24K (3)
ETFs$8K (1)
Other$0 (1)
Top Stock Holdings (from trades)
All Assets (62)
| Asset | Value |
|---|---|
Advisors Inner Circle Fund - Hotchkis & Wiley Large Cap Value Opp Fd Instl (CAWIX) | $1,001 - $15,000 |
AIM Int'l Scls Real Est Inv (AIGRX) | $1,001 - $15,000 |
American Century Inv T Ultra (TWCUX) | $1,001 - $15,000 |
Diversified Bd Fd Inv (ACBPX) | $1,001 - $15,000 |
Goldman Sachs Mid Cap Value Fd (ARTVX) | $1,001 - $15,000 |
Artio Global Inv Fds Intl Equity Fd II Cl I (JETIX) | $15,001 - $50,000 |
Goldman Sachs Mid Cap Value Fd (ARTVX) | $1,001 - $15,000 |
BlackRock Funds Investment Growth Fund Cl I | $1,001 - $15,000 |
| $1,001 - $15,000 | |
Dodge & Cox International Stock Fund | $1,001 - $15,000 |
Dodge & Cox Income Fund | N/A |
| $1,001 - $15,000 | |
iShares Core S&P Small Cap Value Fund Cl S | $1,001 - $15,000 |
Eaton Vance Large Cap Value Fund Cl I | $1,001 - $15,000 |
Eaton Vance Strategic Income Fund Boston Cl I | $1,001 - $15,000 |
Assets to be determined; No income during reporting period | N/A |
Fidelity Advisor US Short Fixed Income Fund Instl | $1,001 - $15,000 |
Franklin Custodian Dynamic Technology Fund Cl A | $1,001 - $15,000 |
Franklin Custodian Dynamic Technology Fund Cl A | $1,001 - $15,000 |
| $15,001 - $50,000 | |
Goldman Sachs Tr Fin Square Treas Instl Fd Inst (FTIXX) | $1,001 - $15,000 |
Goldman Sachs Large Cap Value Instl Fd Inst (FTVIX) | $1,001 - $15,000 |
Hancock John Cap Ser Classic Value Fd Cl I (JCVIX) | $1,001 - $15,000 |
Harbor Capital Growth Fund Inst (HACGX) | $1,001 - $15,000 |
Harbor Fund Cap Appreciation Inst (HACAX) | $1,001 - $15,000 |
Harbor Fund Int'l Inst (HAINX) | $1,001 - $15,000 |
Harbor Cap World Fd Mid Cap Value Fd Cl I (HWMIX) | $1,001 - $15,000 |
Janus Triton I Flexible Bd Fd (JFTIX) | $1,001 - $15,000 |
JP Morgan Core Bond Select (WOBDX) | $1,001 - $15,000 |
Morgan Stanley Money Market Sweep Capital | $1,001 - $15,000 |
Keeley Fds Inc Small Cap Value (KSCIX) | $1,001 - $15,000 |
| $15,001 - $50,000 | |
Lord Abbett Value Fd Inc Navigator Value Tr (LMNVX) | $1,001 - $15,000 |
MainStay Large Cap Growth Fund Cl I (MLAIX) | $1,001 - $15,000 |
Managers AMG Funds - TimesSquare Mid Cap Growth Fund Cl Y | $1,001 - $15,000 |
Morgan Stanley Institutional Fund Trust Mid Cap Growth | $1,001 - $15,000 |
Goldman Sachs Growth Fund Cl Y | $1,001 - $15,000 |
Neuberger Berman Large Cap Value Instl Cl | $1,001 - $15,000 |
Oppenheimer Developing Markets Cl Y | $1,001 - $15,000 |
DWS Large Cap Value Svc | $1,001 - $15,000 |
PIMCO Funds Pacific Investment Management Series - Total Return Fund Inst | $1,001 - $15,000 |
Fidelity Contrafund K | $1,001 - $15,000 |
Fidelity Low Priced Stock | $1,001 - $15,000 |
Harbor Capital Appreciation / Pioneer Oak Ridge Small Cap Growth Fund Instl | $1,001 - $15,000 |
Pioneer Series Trust III Cullen Value Fund Cl Y | $15,001 - $50,000 |
Lord Abbett Small Cap Blend Fund | $50,001 - $100,000 |
M. Palone Estate (fair interest) | $500,000 - $1,000,000 |
Royce Fund - Royce Plus | $1,001 - $15,000 |
RS Investment Trust Emerging Markets Fund Cl Y | $1,001 - $15,000 |
Security Equity Fund Mid Cap Value Ser CL A | $1,001 - $15,000 |
Virtus Vontobel Global Company CL I | $1,001 - $15,000 |
| $1,001 - $15,000 | |
Touchstone Strategic Tr Large Cap Growth Fd Cl I | $1,001 - $15,000 |
| $1,001 - $15,000 | |
| $1,001 - $15,000 | |
Wells Fargo Advantage Funds - Mid Cap Growth Traditional Class | $1,001 - $15,000 |
Wells Fargo Advantage Funds - Mid Cap Growth F-CL A | $1,001 - $15,000 |
Wells Fargo Bank Deposit | $1,001 - $15,000 |
Wells Fargo Bank Deposit | $1,001 - $15,000 |
Sweep Account | $1,001 - $15,000 |
Wells Fargo Advantage Emerging Growth Fund Admin | $1,001 - $15,000 |
M T Mdt Fr Cm Md Cap Value Fd Inst | $1,001 - $15,000 |
Liabilities (4)
| Creditor | Type | Amount |
|---|---|---|
| Congressional Federal Credit Union | line of credit | $15,001 - $50,000 |
| Citi Mortgage 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
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).