Gerald E. Connolly Net Worth & Financial Disclosure

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Annual financial disclosure for 2012, filed May 15, 2012. Includes 49 assets and 6 liabilities.

Year:

2013 2012 2011 2010 2009

Est. Net Worth

$1.9M

2012 annual disclosure

Total Assets

$1.4M - $3.5M

49 assets

Total Liabilities

$320K - $715K

6 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$1.1M (20)

Stocks$447K (12)

Real Estate$375K (1)

Bank & Cash$256K (5)

Mutual Funds$215K (7)

Insurance$41K (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 (49)

Asset	Type	Owner	Value	Income
American Capital WIG GW & Income	Mutual Funds	Spouse	$1,001 - $15,000	Dividends $201 - $1,000
American Growth Fund IRA	Retirement & Pension	Spouse	$1,001 - $15,000	None
American Growth Fund C IRA	Retirement & Pension	Spouse	$1,001 - $15,000	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/Capital Gains $1 - $200
Coca Cola Stock(KO)	Stocks	Spouse	$1,001 - $15,000	Dividends $201 - $1,000
Congressional Federal Credit Union Savings Account	Bank & Cash	Self	$15,001 - $50,000	Interest $1 - $200
CREF Bond Market Retirement Fund	Retirement & Pension	Spouse	$1,001 - $15,000	None
CREF Inflation-Linked Bond Retirement Fund	Retirement & Pension	Spouse	$1,001 - $15,000	None
CREF Equity Index Retirement Fund	Retirement & Pension	Spouse	$15,001 - $50,000	None
CREF Global Equities Retirement Fund	Retirement & Pension	Spouse	$15,001 - $50,000	None
CREF Growth Retirement Fund	Retirement & Pension	Spouse	$15,001 - $50,000	None
CREF Social Choice Retirement Fund	Retirement & Pension	Spouse	$1,001 - $15,000	None
CREF Stock Retirement Fund	Retirement & Pension	Spouse	$100,001 - $250,000	None
Davis NY Venture Fund C IRA	Retirement & Pension	Spouse	N/A	Other - Stock Sale $5,001 - $15,000
Davis NY Venture Fund C IRA	Retirement & Pension	Spouse	N/A	Other - Stock Sale $2,501 - $5,000
Dominion Resources Stock(D)	Stocks	Self	$100,001 - $250,000	Dividends $2,501 - $5,000
Fairfax County Retirement System Deferred Compensation Plan B (not self-directed)	Retirement & Pension	Self	$50,001 - $100,000	None
Hotchkis & Wiley Large Cap Value Fund Cl IRA	Mutual Funds	Spouse	$1,001 - $15,000	Dividends $1 - $200
Holland & Knight Manage Shop Rd. E. Falmouth, MA, US	Real Estate	Spouse	$250,001 - $500,000	Rent $5,001 - $15,000
iShares S&P Small Cap 600 Index Fund IRA(IJR)	ETFs	Spouse	$1,001 - $15,000	Dividends $1 - $200
Janus Fund Cl C IRA	Mutual Funds	Spouse	$1,001 - $15,000	Dividends $201 - $1,000
Loomis Sayles Strategic Income 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	Self	$1,001 - $15,000	Dividends $201 - $1,000
Met Life Insurance Policy Cash Value	Insurance	Self	$15,001 - $50,000	Interest $1 - $200
Met Life Insurance Policy Cash Value	Insurance	Spouse	$1,001 - $15,000	Interest $201 - $1,000
Met Life Insurance Policy Cash Value	Insurance	Spouse	$1 - $1,000	Interest $1 - $200
Motorola Mobility (formerly called Motorola) Stock(MMI)	Stocks	Self	$1 - $1,000	None
Motorola Solutions (Spin from Motorola) Stock(MSI)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
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 Fair Market Value(SAIC)	Retirement & Pension	Self	$50,001 - $100,000	None
SAIC Common Stock(SAIC)	Stocks	Self	$100,001 - $250,000	None
SAIC Common Stock Retirement Fair Market Value(SAIC)	Retirement & Pension	Self	$50,001 - $100,000	None
SunTrust Bank Mutual Fund	Mutual Funds	Self	$50,001 - $100,000	Dividends $1,001 - $2,500
TIAA Traditional Retirement Fund Fair Market Value	Retirement & Pension	Self	$100,001 - $250,000	None
United Bank CDs	Bank & Cash	Self	$100,001 - $250,000	Interest $2,501 - $5,000
US Senate Federal Credit Union Savings Accounts	Bank & Cash	Self	$1,001 - $15,000	Interest $1 - $200
Various Prudential Securities SEP Fair Market	Retirement & Pension	Self	$50,001 - $100,000	Dividends $1,001 - $2,500
Vanguard Long-Term Treasury Inv Retirement Fund Fair Market	Retirement & Pension	Self	$50,001 - $100,000	None
Vanguard Target Retirement 2015 Tr Retirement Fund	Retirement & Pension	Self	$15,001 - $50,000	None
Vanguard Target Retirement Index Inst Retirement Fund	Retirement & Pension	Self	$100,001 - $250,000	None
Vanguard Windsor Fund Investment Company	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 Strong 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 (6)

Creditor	Type	Amount	Rate	Term
Chase	mortgage	$15,001 - $50,000	—	—
Bank of America	mortgage	$250,001 - $500,000	—	—
Sallie Mae	student loan	$15,001 - $50,000	—	—
Nelnet	student loan	$10,001 - $15,000	—	—
Nelnet	student loan	$15,001 - $50,000	—	—
US Department of Education	student loan	$15,001 - $50,000	—	—

Trading Sector Allocation (from PTR trades)

Healthcare$32K

Utilities$362K

Consumer Defensive$8K

Communication Services$8K

Industrials$322K

Gerald E. Connolly trades Wealthiest members Most active traders VA delegation Articles

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).