GINNY BROWN-WAITE
GINNY BROWN-WAITE Net Worth & Financial Disclosure
houseAnnual financial disclosure for 2009, filed June 29, 2009. Includes 60 assets.
Est. Net Worth
$852K
2009 annual disclosure
Total Assets
$367K - $1.3M
60 assets
Total Liabilities
$0
0 liabilities
Total Trades
33
From PTR filings
Trade Volume
$1M
Midpoint of disclosed ranges
Net Worth Over Time
Show data table
| Period | Est. net worth |
|---|---|
| 2008 | $1.5M |
| 2009 | $852K |
| 2009 | $818K |
| 2010 | $1.1M |
Assets by Category
Bank & Cash$274K (6)
Retirement & Pension$220K (25)
Mutual Funds$149K (10)
Gov. Securities$146K (6)
Stocks$64K (9)
Other$501 (2)
Real Estate$0 (1)
ETFs$0 (1)
Top Stock Holdings (from trades)
All Assets (60)
| Asset | Value |
|---|---|
IRA - Dreyfus Midcap Value | $1,001 - $15,000 |
Ameritrade Money Market | $1,001 - $15,000 |
Bank of America Checking and Money Market | $15,001 - $50,000 |
Blackrock FL Municipal Trust | $50,001 - $100,000 |
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 |
Discover Money Market | $50,001 - $100,000 |
Dreyfus Research Growth Fund (formerly Dreyfus IRA Growth Fund) | $1,001 - $15,000 |
FL Property, Drake Lane, Spring Hill, FL Spring Hill, FL, US | N/A |
Franklin Templeton Fund (formerly Franklin Templeton Fund Instl) | $1,001 - $15,000 |
Franklin Tax-Free 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 (Dymatech) | $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 Funds | N/A |
| $1,001 - $15,000 | |
IRA - Putnam Voyager (mutual fund) | N/A |
| $1,001 - $15,000 | |
| $1,001 - $15,000 | |
| $1,001 - $15,000 | |
| $1 - $1,000 | |
IRA - International (spin off of IRA-Tyco) | $1,001 - $15,000 |
IRA - Van Kampen American Value (mutual fund) | $1,001 - $15,000 |
IRA - Van Kampen Comstock (mutual fund) | $15,001 - $50,000 |
IRA - Van Kampen Equity (mutual fund) | $15,001 - $50,000 |
IRA - Van Kampen Int'l Growth (mutual fund) | $1,001 - $15,000 |
Franklin Templeton Mid Cap Growth (mutual fund) | $1,001 - $15,000 |
JEA FPL Water and Sewer | $15,001 - $50,000 |
John Hancock Govt | $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 (formerly Franklin 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 Warrick County, IN, US | $1,001 - $15,000 |
Welfare | N/A |
Trading Sector Allocation (from PTR trades)
Technology$56K
Industrials$8K
Financial Services$16K
Consumer Cyclical$16K
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).