Frank Pallone, Jr.
Frank Pallone, Jr. Net Worth & Financial Disclosure
houseAnnual 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
| 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$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)
| Asset | Value |
|---|---|
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)
| 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 | mortgage | $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).