GINNY BROWN-WAITE
GINNY BROWN-WAITE Net Worth & Financial Disclosure
houseAnnual financial disclosure for 2009, filed May 13, 2009. Includes 62 assets.
Est. Net Worth
$818K
2009 annual disclosure
Total Assets
$333K - $1.3M
62 assets
Total Liabilities
$0
0 liabilities
Total Trades
26
From PTR filings
Trade Volume
$783K
Midpoint of disclosed ranges
Net Worth Over Time
Assets by Category
Bank & Cash$282K (7)
Retirement & Pension$171K (21)
Mutual Funds$171K (16)
Gov. Securities$114K (5)
Stocks$48K (8)
Other$33K (3)
Real Estate$0 (1)
ETFs$0 (1)
Top Stock Holdings (from trades)
All Assets (62)
| Asset | Value |
|---|---|
IRA - Dreyfus Midcap Value | $1,001 - $15,000 |
1959 MG Collector Car | N/A |
Ameritrade Money Market | $1,001 - $15,000 |
Bank of America | $1,001 - $15,000 |
Bank of America - Checking | $15,001 - $50,000 |
Blackrock FL Municipal Trust | $15,001 - $50,000 |
Bond Fund of America | $15,001 - $50,000 |
Capital One Money Market | $50,001 - $100,000 |
| $1,001 - $15,000 | |
Collier County Cap. Imp | $15,001 - $50,000 |
Cortez Bank CD | $50,001 - $100,000 |
Cortez Community Bank Stock | $1,001 - $15,000 |
| N/A | |
Discover Money Market | $50,001 - $100,000 |
Dreyfus Research Growth Fund (formerly Dreyfus RA Growth Fund) | $1,001 - $15,000 |
FPL Property – Drake Lane, Spring Hill, FL Spring Hill, FL, US | N/A |
Franklin Balance Sheet Fund (formerly Franklin Templeton Fund that split) | $1,001 - $15,000 |
Franklin Flex Cap Growth Fund | $1,001 - $15,000 |
Hernando Tax Certificate | $1 - $1,000 |
| N/A | |
| $1,001 - $15,000 | |
| $1 - $1,000 | |
| $1,001 - $15,000 | |
IRA - Cap Inc. Builders (mutual fund) | $1 - $1,000 |
| $1,001 - $15,000 | |
| N/A | |
IRA - Dreyfus Small Company Value | $1,001 - $15,000 |
| $1,001 - $15,000 | |
IRA - Edward Jones Cash Account | $1,001 - $15,000 |
IRA - Euro-Pacific Fund (mutual fund) | $1,001 - $15,000 |
IRA - Fundamental Inv (mutual fund) | $15,001 - $50,000 |
IRA - Growth Fund (mutual fund) | $1,001 - $15,000 |
| $1 - $1,000 | |
IRA - Metlife Capital Appr. Fund | N/A |
| $1,001 - $15,000 | |
Putnam Voyager (Mutual Fund) | N/A |
| $1,001 - $15,000 | |
| $1,001 - $15,000 | |
| $1,001 - $15,000 | |
| $1 - $1,000 | |
| $1,001 - $15,000 | |
Vanguard AmValue Fund (Mutual Fund) | $1,001 - $15,000 |
Vanguard Comstock Fund (Mutual Fund) | $15,001 - $50,000 |
Vanguard Equity Fund (Mutual Fund) | $15,001 - $50,000 |
Vanguard International Growth Fund (Mutual Fund) | $1,001 - $15,000 |
Putnam International Capital Growth Fund (Mutual Fund) | $1,001 - $15,000 |
JEA FL Water and Sewer | $15,001 - $50,000 |
John Hancock Government Fund | $1,001 - $15,000 |
Lee County School Board | $15,001 - $50,000 |
| $1,001 - $15,000 | |
Miami Dade Arena Bonds | $15,001 - $50,000 |
Money Market - Edward Jones | $1,001 - $15,000 |
| N/A | |
Roth IRA - Cap. Inc. Bldr (mutual fund) | $1 - $1,000 |
| $1,001 - $15,000 | |
| $1,001 - $15,000 | |
| $1,001 - $15,000 | |
Templeton Foreign Fund (sold within Templeton Fund that split) | $1 - $1,000 |
US Savings Bonds | $1,001 - $15,000 |
Vanguard Total Stock Market Fund | N/A |
| $1,001 - $15,000 | |
Warrick County, Ind Bond | $1,001 - $15,000 |
Trading Sector Allocation (from PTR trades)
Consumer Cyclical$16K
Technology$40K
Financial Services$16K
Industrials$8K
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).