Gerald E. Connolly
Gerald E. Connolly Net Worth & Financial Disclosure
houseAnnual financial disclosure for 2013, filed May 15, 2013. Includes 51 assets and 7 liabilities.
Est. Net Worth
$2.3M
2013 annual disclosure
Total Assets
$1.7M - $4.1M
51 assets
Total Liabilities
$335K - $765K
7 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
Mutual Funds$1.2M (14)
Retirement & Pension$654K (13)
Stocks$589K (13)
Bank & Cash$289K (6)
Real Estate$175K (1)
Insurance$24K (3)
ETFs$8K (1)
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 (51)
| Asset | Value |
|---|---|
American Capital Wld Grw & Inc IRA Fair Market Value | $1,001 - $15,000 |
American Growth Fund IRA | $1,001 - $15,000 |
Black Rock Global Fund C IRA Fair Market Value | $1,001 - $15,000 |
| $50,001 - $100,000 | |
Calamos Growth Fund IRA Fair Market Value | $1,001 - $15,000 |
| $15,001 - $50,000 | |
Congressional Federal Credit Union Savings Account | $15,001 - $50,000 |
CREF Bond Market Retirement Fund | $1,001 - $15,000 |
CREF Equity Index Retirement Fund | $1,001 - $15,000 |
CREF Equity Index Retirement Fund | $50,001 - $100,000 |
CREF Global Equities Retirement Fund | $15,001 - $50,000 |
CREF Growth Retirement Fund | $15,001 - $50,000 |
CREF Money Market Retirement Fund | $1,001 - $15,000 |
CREF Social Choice Retirement Fund | $1,001 - $15,000 |
CREF Stock Retirement Fund | $250,001 - $500,000 |
Dr. Mark Value Fund | $250,001 - $500,000 |
| $100,001 - $250,000 | |
| $1,001 - $15,000 | |
| $1,001 - $15,000 | |
Fairfax County Retirement Defined Benefit Plan B - not self directed | $50,001 - $100,000 |
Hotchkis & Wiley Large Cap Value Fund CI C IRA | $1,001 - $15,000 |
Home E. Falmouth, MA, US | $100,001 - $250,000 |
iShares Russell 1000 Index Fund IRA | $1,001 - $15,000 |
Ivy High Income Fund CI C IRA | $1,001 - $15,000 |
Loomis Sayles Strategic Income C IRA | $1,001 - $15,000 |
| $1,001 - $15,000 | |
Met Life Insurance Policy Cash Value | $1,001 - $15,000 |
Met Life Insurance Policy Cash Value | $1,001 - $15,000 |
Met Life Insurance Policy Cash Value | $1,001 - $15,000 |
Motorola Mobility - sold | N/A |
| $1,001 - $15,000 | |
PNC Bank Money Market | $15,001 - $50,000 |
| $1,001 - $15,000 | |
Rockland Trust Account | $1,001 - $15,000 |
SAIC Closed Stock Fund (Retirement Account) | $15,001 - $50,000 |
| $100,001 - $250,000 | |
| $50,001 - $100,000 | |
SunTrust Bank Mutual Fund | $50,001 - $100,000 |
TIAA Traditional Retirement Fund | $100,001 - $250,000 |
United Bank CDs | $100,001 - $250,000 |
US Senate Federal Credit Union Savings Account | $1,001 - $15,000 |
US Senate Federal Credit Union Savings Account | $15,001 - $50,000 |
Vanguard Inflation Protected Securities SEP | $15,001 - $50,000 |
Vanguard Long-term Treasury Securities SEP | $50,001 - $100,000 |
Vanguard Target Retirement 2010 Fund | $15,001 - $50,000 |
Vanguard Total Bond Market Index Institutional Retirement Fund | $100,001 - $250,000 |
Vanguard Windsor Fund Investor Retirement Fund | $50,001 - $100,000 |
| $1,001 - $15,000 | |
Wells Fargo Advantage Stocks | $50,001 - $100,000 |
| $1,001 - $15,000 | |
| $1,001 - $15,000 |
Liabilities (7)
| Creditor | Type | Amount |
|---|---|---|
| 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 |
| Nelnet | 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).