Gerald E. Connolly
Gerald E. Connolly Net Worth & Financial Disclosure
houseAnnual financial disclosure for 2010, filed May 17, 2010. Includes 48 assets and 2 liabilities.
Est. Net Worth
$2.6M
2010 annual disclosure
Total Assets
$1.5M - $3.8M
48 assets
Total Liabilities
$30K - $100K
2 liabilities
Total Trades
75
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$884K (18)
Stocks$430K (12)
Bank & Cash$406K (7)
Real Estate$375K (1)
Mutual Funds$333K (4)
ETFs$75K (1)
Other$65K (2)
Insurance$49K (3)
Top Stock Holdings (from trades)
Dominion Energy, Inc.D
$354KLeidos Holdings, Inc.LDOS
$218KScience Applications International CorporationSAIC
$104KCigna CorporationCI
$16KExpress Scripts Holding Co (merger with Medco Health Solutions Stock - cash in lieu of stock)ESRX
$8KExpress Scripts Holding Co merge with Medco Health Solutions Stock - cash in lieu of stockESRX
$8KAll Assets (48)
| Asset | Value |
|---|---|
Allianz NFJ Renaissance Fund IRA (formerly Allianz Occ Renaissance Fund) | $1,001 - $15,000 |
American Funds Inv Co of America IRA (Fair Market Value) | $1,001 - $15,000 |
American Growth Fund IRA | $1,001 - $15,000 |
| $15,001 - $50,000 | |
Calamos Growth Fund IRA (Fair Market Value) | $15,001 - $50,000 |
| $1,001 - $15,000 | |
Congressional Federal Credit Union | $15,001 - $50,000 |
CREF Bond Market Retirement Fund | $1,001 - $15,000 |
CREF Inflation-Linked Bond Retirement Fund | $15,001 - $50,000 |
CREF Equity Index Retirement Fund | $1,001 - $15,000 |
CREF Money Market Retirement Fund | $15,001 - $50,000 |
CREF Growth Retirement Fund | $15,001 - $50,000 |
CREF Social Choice Retirement Fund | $1,001 - $15,000 |
Fairfax County Retirement Fund | $100,001 - $250,000 |
Davis NY Venture Fund A IRA | $1,001 - $15,000 |
Davis New York Venture Fund C IRA | $15,001 - $50,000 |
| $50,001 - $100,000 | |
Evergreen Investments Stock | $15,001 - $50,000 |
Fairfax County Retirement Fund Employee Plan B (not self-directed) | $100,001 - $250,000 |
House, 313 Carriage Shop Rd. Falmouth, MA, US | $250,001 - $500,000 |
| $50,001 - $100,000 | |
Loomis Sayles Strategic Income Fund C (IRA Fair Market Value) | $1,001 - $15,000 |
| $1,001 - $15,000 | |
| $15,001 - $50,000 | |
MetLife Insurance Policy (Cash Value) | $15,001 - $50,000 |
MetLife Insurance Policy (Cash Value) | $1,001 - $15,000 |
MetLife Insurance Policy (Cash Value) | $1,001 - $15,000 |
PNC Bank Money Market | $15,001 - $50,000 |
| $5,001 - $15,000 | |
Rockland Trust Account | $1,001 - $15,000 |
SAIC Closed (formerly Preferred) Stock Fund | $15,001 - $50,000 |
| $100,001 - $250,000 | |
| $15,001 - $50,000 | |
SunTrust Bank Accounts | $50,001 - $100,000 |
SunTrust Bank CD | $100,001 - $250,000 |
SunTrust Bank Mutual Fund | $50,001 - $100,000 |
TIAA Traditional Retirement Fund | $100,001 - $250,000 |
United Bank CDs | $50,001 - $100,000 |
US Senate Federal Credit Union Savings Accounts | $1,001 - $15,000 |
Federal Farm Credit Bank Consolidated Securities 5.8% | $15,001 - $50,000 |
Vanguard Long Term Treasury Investment Retirement Fund | $15,001 - $50,000 |
Vanguard Target Retirement 2015 Retirement Fund | $15,001 - $50,000 |
Vanguard Total Bond Market Index Retirement Fund | $50,001 - $100,000 |
Vanguard Windsor Fund | $50,001 - $100,000 |
Washington Investment Fund | $100,001 - $250,000 |
| $1,001 - $15,000 | |
| $1,001 - $15,000 | |
| $1,001 - $15,000 |
Liabilities (2)
| Creditor | Type | Amount |
|---|---|---|
| Chase | mortgage | $15,001 - $50,000 |
| Sallie Mae | student loan | $15,001 - $50,000 |
Trading Sector Allocation (from PTR trades)
Healthcare$32K
Utilities$362K
Consumer Defensive$8K
Communication Services$8K
Industrials$322K
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).