Gerald E. Connolly Net Worth & Financial Disclosure

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Annual financial disclosure for 2009, filed May 14, 2009. Includes 46 assets and 1 liabilities.

Year:

2013 2012 2011 2010 2009

Est. Net Worth

$2.6M

2009 annual disclosure

Total Assets

$1.5M - $3.7M

46 assets

Total Liabilities

$15K - $50K

1 liabilities

Total Trades

From PTR filings

Trade Volume

$772K

Midpoint of disclosed ranges

Net Worth Over Time

Show data table

Period	Est. net worth
2009	$2.6M
2010	$2.6M
2011	$2.1M
2012	$1.9M
2013	$2.3M

Assets by Category

Retirement & Pension$680K (9)

Bank & Cash$649K (7)

Stocks$471K (12)

Real Estate$375K (1)

Mutual Funds$362K (14)

Insurance$41K (2)

ETFs$8K (1)

Top Stock Holdings (from trades)

Dominion Energy, Inc.D

$354K

Leidos Holdings, Inc.LDOS

$218K

Science Applications International CorporationSAIC

$104K

Cigna CorporationCI

$16K

Express Scripts Holding Co (merger with Medco Health Solutions Stock - cash in lieu of stock)ESRX

$8K

Express Scripts Holding Co merge with Medco Health Solutions Stock - cash in lieu of stockESRX

$8K

All Assets (46)

Asset	Type	Owner	Value	Income
House, 313 Carriage Shop Rd. E. Falmouth, MA, US	Real Estate	Self	$250,001 - $500,000	Rent $5,001 - $15,000
Dominion Resources Stock(D)	Stocks	Self	$50,001 - $100,000	Dividends $2,501 - $5,000
Evergreen Investments Stock	Stocks	Self	$15,001 - $50,000	Dividends $1,001 - $2,500
Bristol Myers Squibb Stock(BMY)	Stocks	Self	$50,001 - $100,000	Dividends $201 - $1,000
Coca Cola Stock(KO)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Walt Disney Co. Stock(DIS)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Merck & Co. Stock(MRK)	Stocks	Self	$1,001 - $15,000	Dividends $201 - $1,000
Procter & Gamble Stock(PG)	Stocks	Self	$15,001 - $50,000	Dividends $1 - $200
Medco Health Solutions Stock(MHS)	Stocks	Self	$1,001 - $15,000	None
Zimmer Holdings Stock(ZMH)	Stocks	Self	$1,001 - $15,000	None
Wachovia Stock(WB)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
US Senate Federal Credit Union Savings Accounts	Bank & Cash	Self	$1,001 - $15,000	Interest $1 - $200
Rockland Trust Account	Bank & Cash	Self	$1,001 - $15,000	Interest $1 - $200
United Bank CDs	Bank & Cash	Self	$100,001 - $250,000	Interest $5,001 - $15,000
SunTrust Bank Accounts	Bank & Cash	Self	$100,001 - $250,000	Interest $1,001 - $2,500
SunTrust Bank CD	Bank & Cash	Self	$100,001 - $250,000	None
SunTrust Bank Mutual Fund	Mutual Funds	Self	$50,001 - $100,000	Dividends $1,001 - $2,500
Allianz Oco Renaissance Fund IRA	Mutual Funds	Spouse	$1,001 - $15,000	Dividends $1 - $200
American Growth Fund IRA	Mutual Funds	Spouse	$1,001 - $15,000	Dividends $1 - $200
American Funds AMCAP Growth & Income IRA	Mutual Funds	Spouse	$1,001 - $15,000	Dividends $1 - $200
Calamos Growth Fund IRA	Mutual Funds	Spouse	$1,001 - $15,000	None
DWS RREEF Real Estate Fund C IRA	Mutual Funds	Spouse	$1,001 - $15,000	Dividends $1 - $200
Davis NY Venture Fund A IRA	Mutual Funds	Spouse	$1,001 - $15,000	Dividends $1 - $200
Fairholme Fund IRA	Mutual Funds	Spouse	$1,001 - $15,000	Dividends $1 - $200
iShares S&P Small Cap 600 Index Fund IRA(IJR)	ETFs	Spouse	$1,001 - $15,000	Dividends $1 - $200
Loomis Sayles Strategic Income C IRA	Mutual Funds	Spouse	$1,001 - $15,000	Dividends $201 - $1,000
SAIC Preferred Stock(SAIC)	Stocks	Spouse	$15,001 - $50,000	None
Santander	Bank & Cash	Spouse	$50,001 - $100,000	None
Vanguard Target Retirement 2045	Mutual Funds	Spouse	$1,001 - $15,000	Dividends $201 - $1,000
Vanguard Total Market Index Signal Retirement Fund	Mutual Funds	Spouse	$50,001 - $100,000	Dividends $201 - $1,000
Vanguard Inflation Protected Securities SEP	Mutual Funds	Spouse	$15,001 - $50,000	Dividends $1,001 - $2,500
Vanguard Long-Term Treasury Index Retirement Fund	Mutual Funds	Spouse	$15,001 - $50,000	Dividends $201 - $1,000
Vanguard Windsor Fund	Mutual Funds	Spouse	$50,001 - $100,000	Dividends $201 - $1,000
TIAA Traditional Retirement Fund	Retirement & Pension	Self	$100,001 - $250,000	Dividends $2,501 - $5,000
CREF Social Choice Retirement Fund	Retirement & Pension	Self	$250,001 - $500,000	None
CREF Growth Retirement Fund	Retirement & Pension	Self	$15,001 - $50,000	None
CREF Equity Index Retirement Fund	Retirement & Pension	Self	$15,001 - $50,000	None
CREF Global Equities Retirement Fund	Retirement & Pension	Self	$15,001 - $50,000	None
CREF Equity Index Retirement Fund	Retirement & Pension	Self	$1,001 - $15,000	None
CREF Bond Market Retirement Fund	Retirement & Pension	Self	$1,001 - $15,000	None
CREF Inflation-Linked Bond Fund	Retirement & Pension	Self	$1,001 - $15,000	None
CREF Money Market Retirement Fund	Retirement & Pension	Self	$1,001 - $15,000	None
SAIC Class A Preferred Stock(SAIC)	Stocks	Self	$100,001 - $250,000	None
Met Life Insurance Policy Cash Value	Insurance	Spouse	$15,001 - $50,000	Interest $1,001 - $2,500
Met Life Insurance Policy Cash Value	Insurance	Spouse	$1,001 - $15,000	Interest $1 - $200
PNC Bank Accounts CDs & Savings	Bank & Cash	Spouse	$15,001 - $50,000	Interest $201 - $1,000

Liabilities (1)

Creditor	Type	Amount	Rate	Term
Chase	mortgage	$15,001 - $50,000	—	—

Trading Sector Allocation (from PTR trades)

Healthcare$32K

Utilities$362K

Consumer Defensive$8K

Communication Services$8K

Industrials$322K

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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).