Frank Pallone, Jr.

Frank Pallone, Jr. Net Worth & Financial Disclosure

house

Annual financial disclosure for 2013, filed May 15, 2013. Includes 157 assets and 4 liabilities.

Est. Net Worth
$3.6M
2013 annual disclosure
Total Assets
$2.2M - $6.4M
157 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
PeriodEst. net worth
2008$396K
2009$616K
2010$573K
2011$680K
2012$730K
2013$3.6M
2013$5.2M

Assets by Category

Mutual Funds$1.4M (90)
Retirement & Pension$1.1M (3)
Bank & Cash$724K (7)
Real Estate$375K (1)
Stocks$309K (23)
ETFs$289K (33)

Top Stock Holdings (from trades)

All Assets (157)

AssetValue
AIM Investment Services Funds Invesco AIM Real Estate Fund CL Y
$1,001 - $15,000
MFS Municipal Income Trust (MO) (Margin) (Trust)
$15,001 - $50,000
Ania Group, Inc. (MO)
MO, US
$1,001 - $15,000
American Century Investment Trust Diversified Bond Fund Institutional
$1,001 - $15,000
American Century Investment Trust Diversified Bond Fund Institutional
$1,001 - $15,000
American Century Intl Discovery Bond Fund Instl (ACIIX)
$1,001 - $15,000
American Century Mutual Fund Growth Fund Instl (TWCGX)
$1,001 - $15,000
Artisan Funds Intl Small Cap Value Fund (ARTVX)
$15,001 - $50,000
Artisan Funds Intl Small Cap Value Fund (ARTVX)
$1,001 - $15,000
Artisan Funds Intl Smallcap Value Fund (ARTVX)
$1,001 - $15,000
Baird Williams Funds Intl Growth Fund Cl I (BIGIX)
$1,001 - $15,000
Chase Bank Account, Long Branch, NJ
Long Branch, NJ, US
$50,001 - $100,000
N/A
$15,001 - $50,000
$1,001 - $15,000
Delaware Group Equity Funds II Value FD Inst
$1,001 - $15,000
Delaware Group Equity Funds Delaware Smid Cap Growth
$1,001 - $15,000
$1,001 - $15,000
$1,001 - $15,000
$1,001 - $15,000
$1,001 - $15,000
$15,001 - $50,000
N/A
$1,001 - $15,000
$1,001 - $15,000
$1,001 - $15,000
$1,001 - $15,000
$1,001 - $15,000
$1,001 - $15,000
$1,001 - $15,000
Eaton Vance Large Cap Value Fund CL I
$1,001 - $15,000
Eaton Vance Ser II Income Fund CL I
$1,001 - $15,000
Eaton Vance Ser II Income Fund Boston CL I
$1,001 - $15,000
Eaton Vance Ser II Income Fund Boston CL I
$1,001 - $15,000
$1,001 - $15,000
Federated Kaufmann Fund CL A
$1,001 - $15,000
Federated Kaufmann Fund CL A
$1,001 - $15,000
$1,001 - $15,000
First Eagle Funds SOGEN Overseas Fund CL I
$1,001 - $15,000
First Eagle Funds SOGEN Overseas Fund CL I
$1,001 - $15,000
First Eagle Funds SOGEN Overseas Fund CL I
$1,001 - $15,000
$50,001 - $100,000
Hancock John Cap Ser High Yield Fund CL I
$1,001 - $15,000
Harbor Fund Cap Appreciation Fund Inst
$1,001 - $15,000
Harbor Fund Cap Appreciation Fund Inst
$1,001 - $15,000
Harbor Fund Cap Appreciation Fund Inst
$1,001 - $15,000
Harbor Fund Inst
$1,001 - $15,000
Harris Associates Investment Trust Oakmark Equity & Income Fund Cl I
$1,001 - $15,000
Harris Associates Investment Trust Oakmark Equity & Income Fund Cl I
$1,001 - $15,000
Hotchkis & Wiley Funds Mid Cap Value Fund Cl I
$1,001 - $15,000
Invesco American Trust C L A (Mutual Fund)
$1,001 - $15,000
Invesco American Trust C L A (Margin) (Trust)
$1,001 - $15,000
$1,001 - $15,000
$1,001 - $15,000
$1,001 - $15,000
$1,001 - $15,000
$1,001 - $15,000
$1,001 - $15,000
$1,001 - $15,000
$1,001 - $15,000
$1,001 - $15,000
$1,001 - $15,000
$1,001 - $15,000
$1,001 - $15,000
$1,001 - $15,000
$15,001 - $50,000
$1,001 - $15,000
$1,001 - $15,000
Tiptree S&P North America Tech Networking Index
$1,001 - $15,000
Janus Int'l Fund Flexible Bond Fund CL I (JFIEX)
$1,001 - $15,000
Janus Int'l Fund Flexible Bond Fund CL I (JFIEX)
$1 - $1,000
$1,001 - $15,000
JP Morgan Core Bond Select (WOBDX)
$1,001 - $15,000
JP Morgan Core Bond Select (WOBDX)
$1,001 - $15,000
JP Morgan Core Bond Select (WOBDX)
$1 - $1,000
Keeley Funds Inc Value Fund (KAVLX)
$1,001 - $15,000
$1,001 - $15,000
N/A
$15,001 - $50,000
Legg Mason Value Trust Inc Navigator Value Trust (LAMVX)
$1,001 - $15,000
PIMCO Low Duration Income CL I (LDXEX)
$15,001 - $50,000
Lord Abbett Investment Trust Short Duration Income CL F
$1,001 - $15,000
Mainstay Large Cap Growth Fund CL I (MLAIX)
$1,001 - $15,000
Morgan Stanley Inst Growth Fund Class I
$1,001 - $15,000
Merrill Lynch Sweep Account
$250,001 - $500,000
Merrill Lynch Sweep Account
$50,001 - $100,000
$1,001 - $15,000
Morgan Stanley Inst Fund Trust Mid Cap Growth Fund CL I
$1,001 - $15,000
Nuveen Inv Funds in Real Estate Secs Fund CL I (FARCX)
$1,001 - $15,000
Nuveen Inv Funds in Real Estate Secs Fund CL I (FARCX)
$1,001 - $15,000
Nuveen Municipal Trust High Yield Municipal Bond Fund CL A (NHMAX) Margin (Trust)
$15,001 - $50,000
Nuveen Municipal Trust High Yield Municipal Bond Fund CL A (NHMAX) Margin (Trust)
$1,001 - $15,000
Oppenheimer Developing Markets Class Y
$1,001 - $15,000
N/A
$15,001 - $50,000
PIMCO Funds Pacific Investment Management Series - Commodity Real Return Strategy Fund Institutional
$1,001 - $15,000
PIMCO Funds Pacific Investment Management Series - Commodity Real Return Strategy Fund Institutional
$1,001 - $15,000
PIMCO Funds Pacific Investment Management Series - Commodity Real Return Strategy Fund Administrative
$1,001 - $15,000
PIMCO Funds Pacific Investment Management Series - Total Return Fund Institutional
$1,001 - $15,000
PIMCO Funds Pacific Investment Management Series - Total Return Fund Institutional
$1,001 - $15,000
PIMCO Funds Pacific Investment Management Series - Total Return Fund Institutional
$1,001 - $15,000
Pioneer Series Trust I - Pioneer Oak Ridge Small Cap Growth Fund Class Y
$1,001 - $15,000
Pioneer Series Trust I - Pioneer Oak Ridge Small Cap Growth Fund Class Y
$1,001 - $15,000
Pioneer Series Trust I - Pioneer Strategic Income Fund Class Y
$1,001 - $15,000
$1,001 - $15,000
Real Estate - M. Pallone Estate (half interest)
Long Branch, NJ, US
$250,001 - $500,000
Rose Marie Hospodor IRA Trust
$250,001 - $500,000
Rose Marie Hospodor IRA Trust
$250,001 - $500,000
Rose Marie Hospodor IRA Trust
$250,001 - $500,000
RS Investment Trust - Emerging Markets Fund Class Y (RSENX)
$1,001 - $15,000
Russell Emerging Markets Fund Class S (RGESX)
$15,001 - $50,000
Russell Global Equity Fund Class S
$50,001 - $100,000
Russell Developed Markets Fund Class S
$50,001 - $100,000
Russell Investment Company - Global Infrastructure Fund Class S (RGLSX)
$15,001 - $50,000
Russell Inv Co Global Opportunistic CR Fund CL S
$15,001 - $50,000
Russell Inv Co Global Real Estate Sec Fund CL S (RRESX)
$15,001 - $50,000
Russell Inv Co US Strategic Equity Fund CL S (RSESX)
$100,001 - $250,000
Strategic Bond CL S
$100,001 - $250,000
Russell US Small Cap Equity Fund CL S (RLESX)
$15,001 - $50,000
Security Equity Fund Mid Cap Value
$1,001 - $15,000
$1,001 - $15,000
$1,001 - $15,000
$1,001 - $15,000
$1,001 - $15,000
$1,001 - $15,000
$1,001 - $15,000
$1,001 - $15,000
$1,001 - $15,000
$1,001 - $15,000
$1,001 - $15,000
Touchstone Strategic Trust Large Cap Growth Fund Cl I
$1,001 - $15,000
$1,001 - $15,000
$1,001 - $15,000
$1,001 - $15,000
$1,001 - $15,000
Vanguard Intermediate-Term Bond Fund Limited Term Tax-Exempt (Margin Trust)
$15,001 - $50,000
Vanguard Municipal Bond Fund Intermediate-Term Tax-Exempt Portfolio (Margin Trust)
$15,001 - $50,000
$1,001 - $15,000
$1,001 - $15,000
$1,001 - $15,000
$1,001 - $15,000
N/A
$1,001 - $15,000
$1,001 - $15,000
$1,001 - $15,000
Virtus Emerging Markets Opportunities Fund Cl I (HIEMX)
$1,001 - $15,000
Virtus Emerging Markets Opportunities Fund Cl I (HIEMX)
$1,001 - $15,000
Wells Fargo Advantage Funds - Traditional Small Cap Growth Fund Cl A (EGWAX)
$1,001 - $15,000
Wells Fargo C.D. Sweep Account (Acc. XXXX-0620)
$1,001 - $15,000
Wells Fargo Bank Deposit Sweep Account (Acct. XXXX-07)
$100,001 - $250,000
Wells Fargo Bank Deposit Savings Account (Acct. XXXX-1371)
$1,001 - $15,000
Wells Fargo Bank Deposit Account
$1,001 - $15,000
Wells Fargo Funds Trust Emerging Growth Fund Admin
$1,001 - $15,000
Wells Fargo Funds Trust Institutional (WEMIX)
$1,001 - $15,000
WT Mutual Fund Cm Mid Cap Value Fund Inst (CRIMX)
$1,001 - $15,000
WT Mutual Fund Cm Mid Cap Value Fund Inst (CRIMX)
$1,001 - $15,000
WT Mutual Fund Cm Mid Cap Value Fund Inst (CRIMX)
$1,001 - $15,000

Liabilities (4)

CreditorTypeAmount
Congressional Federal Credit Unionline of credit$15,001 - $50,000
Citi Mortgage Inc., San Antonio, TXmortgage$100,001 - $250,000
Citibank, St. Louis, MOmortgage$250,001 - $500,000
Wells Fargo Bank, Long Branch, NJmortgage$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).