Gerald E. Connolly Net Worth & Financial Disclosure

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Annual financial disclosure for 2011, filed May 16, 2011. Includes 50 assets and 3 liabilities.

Year:

2013 2012 2011 2010 2009

Est. Net Worth

$2.1M

2011 annual disclosure

Total Assets

$1.2M - $3.1M

50 assets

Total Liabilities

$40K - $115K

3 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$532K (19)

Bank & Cash$464K (7)

Real Estate$375K (1)

Stocks$347K (11)

Mutual Funds$331K (8)

Insurance$91K (3)

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 (50)

Asset	Type	Owner	Value	Income
Allianz NFJ Renaissance Fund IRA	Retirement & Pension	Spouse	N/A	Other: Sale Proceeds $2,501 - $5,000
American Capital World Growth & Income Fund I IRA	Retirement & Pension	Spouse	$1,001 - $15,000	Dividends $201 - $1,000
American Growth Fund IRA	Retirement & Pension	Spouse	$1,001 - $15,000	Dividends $1 - $200
American Mutual Fund C IRA	Retirement & Pension	Spouse	$15,001 - $50,000	Dividends $1 - $200
Bristol Myers Squibb Stock(BMY)	Stocks	Spouse	$15,001 - $50,000	Dividends $1,001 - $2,500
Calamos Growth Fund IRA	Retirement & Pension	Spouse	$1,001 - $15,000	None
Coca Cola Stock(KO)	Stocks	Self	$1,001 - $15,000	Dividends $201 - $1,000
Congressional Federal Credit Union	Bank & Cash	Self	$15,001 - $50,000	Interest $1 - $200
CREF Bond Market Retirement Fund	Retirement & Pension	Self	$1,001 - $15,000	None
CREF Stock Retirement Fund	Retirement & Pension	Self	$15,001 - $50,000	None
CREF Equity Index Retirement Fund	Retirement & Pension	Self	$1,001 - $15,000	None
CREF Social Choice Retirement Fund	Retirement & Pension	Self	$1,001 - $15,000	None
CREF Growth Retirement Fund	Retirement & Pension	Self	$15,001 - $50,000	None
Davis NY Venture Fund A IRA	Retirement & Pension	Spouse	$1,001 - $15,000	Dividends $1 - $200
Davis NY Venture Fund C IRA	Retirement & Pension	Spouse	$1,001 - $15,000	Dividends $1 - $200
Davis Stock Retirement Fund	Retirement & Pension	Spouse	$100,001 - $250,000	None
Dominion Resources Stock(D)	Stocks	Self	$50,001 - $100,000	Dividends $2,501 - $5,000
Fairfax County Retirement Fund Employee Plan B - not self-directed	Retirement & Pension	Self	$15,001 - $50,000	None
House, 313 Cambridge Rd. E. Falmouth, MA, US	Real Estate	Self	$250,001 - $500,000	Rent $5,001 - $15,000
iShares S&P Small Cap 600 Index Fund(IJR)	ETFs	Spouse	$1,001 - $15,000	Dividends $1 - $200
Lord Abbett Short Duration Income Fund C (IRA)	Mutual Funds	Spouse	$1,001 - $15,000	Dividends $201 - $1,000
Medco Health Solutions Stock(MHS)	Stocks	Self	$1,001 - $15,000	None
Merck & Co. Stock(MRK)	Stocks	Spouse	$1,001 - $15,000	Dividends $201 - $1,000
Met Life Insurance Policy (Cash Value)	Insurance	Self	$1,001 - $15,000	Interest $1 - $200
Met Life Insurance Policy (Cash Value)	Insurance	Spouse	$50,001 - $100,000	Interest $1 - $200
Met Life Insurance Policy (Cash Value)	Insurance	Spouse	$1,001 - $15,000	Interest $1 - $200
Motorola Stock(MSI)	Stocks	Self	$1,001 - $15,000	None
PNC Bank Money Market	Bank & Cash	Self	$15,001 - $50,000	Interest $1 - $200
Procter & Gamble Stock(PG)	Stocks	Self	$1,001 - $15,000	Dividends $201 - $1,000
Rockland Trust Account	Bank & Cash	Self	$1,001 - $15,000	Interest $1 - $200
SAIC Closed Stock Fund (Retirement)	Retirement & Pension	Self	$15,001 - $50,000	None
SAIC Common Stock(SAIC)	Stocks	Self	$100,001 - $250,000	None
SAIC Common Stock Fund (Retirement)	Mutual Funds	Self	$15,001 - $50,000	None
SunTrust Bank Accounts	Bank & Cash	Self	$15,001 - $50,000	Interest $1 - $200
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
TIAA Traditional Retirement Fund	Retirement & Pension	Self	$15,001 - $50,000	None
United Bank CDs	Bank & Cash	Self	$100,001 - $250,000	Interest $2,501 - $5,000
U.S. Senate Federal Credit Union	Bank & Cash	Self	$1,001 - $15,000	Interest $1 - $200
Vanguard Inflation Protected Securities SEP	Retirement & Pension	Self	$15,001 - $50,000	Dividends $201 - $1,000
Vanguard Long-Term Treasury Investment Fund	Mutual Funds	Self	$15,001 - $50,000	None
Vanguard Target Retirement 2015	Retirement & Pension	Self	$15,001 - $50,000	None
Vanguard Target Retirement 2025	Retirement & Pension	Self	$15,001 - $50,000	None
Vanguard Total Bond Market Index Inst	Mutual Funds	Self	$50,001 - $100,000	None
Vanguard Total Bond Mkt Index Signal Retirement Fund (Formerly Vanguard Total Bond Mkt Index Inst) transferred to Vanguard Total Bond Mkt Index Inst	Mutual Funds	Self	N/A	None
Vanguard Institutional Target Retirement Fund	Mutual Funds	Self	$50,001 - $100,000	None
Walt Disney Co. Stock(DIS)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Wells Fargo Advantage Stocks (Formerly Evergreen Investments - fund taken over by Wells Fargo)	Mutual Funds	Self	$15,001 - $50,000	Dividends $201 - $1,000
Wells Fargo Wachovia Stock(WFC)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Zimmer Holdings Stock(ZBH)	Stocks	Self	$1,001 - $15,000	None

Liabilities (3)

Creditor	Type	Amount	Rate	Term
Chase	mortgage	$15,001 - $50,000	—	—
Sallie Mae	student loan	$15,001 - $50,000	—	—
Nelnet	student loan	$10,001 - $15,000	—	—

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).