Grace Meng Net Worth & Financial Disclosure

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Annual financial disclosure for 2013, filed May 15, 2013. Includes 44 assets and 2 liabilities.

Year:

2013 2012

Est. Net Worth

$1.4M

2013 annual disclosure

Total Assets

$994K - $2.5M

44 assets

Total Liabilities

$200K - $500K

2 liabilities

Total Trades

From PTR filings

Trade Volume

$241K

Midpoint of disclosed ranges

Net Worth Over Time

Show data table

Period	Est. net worth
2012	$7.6M
2013	$1.4M

Assets by Category

LLC / Partnership$783K (2)

Real Estate$483K (3)

Mutual Funds$182K (8)

Other$98K (3)

Stocks$48K (6)

Insurance$48K (6)

ETFs$33K (5)

Bank & Cash$32K (4)

Retirement & Pension$25K (5)

Gov. Securities$1K (2)

Top Stock Holdings (from trades)

CREF Global Equities R3QCGLIX

$16K

CREF Stock R3QCSTIX

$16K

Goldcorp Inc. stockGG

$8K

All Assets (44)

Asset	Type	Owner	Value	Income
2 Family Residential Property at 132-15 35th Ave Flushing, NY 11354, US	Real Estate	Joint	$50,001 - $100,000	Other Partnership Income $1 - $200
3% 147-14 34 Avenue Realty Corp 147-14 34th Ave, Flushing, NY 11354, US	LLC / Partnership	Self	$500,001 - $1,000,000	None
50-02 21 St Bayside, NY 11361, US	Real Estate	Self	$15,001 - $50,000	Rent $15,001 - $50,000
41-40 Union Street, #14P Flushing, NY 11354, US	Real Estate	Self	$250,001 - $500,000	Rent $15,001 - $50,000
Soj ACW Development LLC Fishing Creek, NC, US	LLC / Partnership	Spouse	$15,001 - $50,000	Other Partnership $1,001 - $2,500
Apple Inc. Stock(AAPL)	Stocks	Spouse	$1,001 - $15,000	Dividends/Capital Gains $2,501 - $5,000
Bank of America accounts	Bank & Cash	Joint	$1,001 - $15,000	Interest $1 - $200
Chinatrust Banks, USA	Bank & Cash	Spouse	$1,001 - $15,000	Interest $1 - $200
Goldcorp Inc. Stock(GG)	Stocks	Spouse	$1,001 - $15,000	Dividends $1 - $200
HSBC Checking Account	Bank & Cash	Spouse	$1,001 - $15,000	None
Intel Corp. Stock(INTC)	Stocks	Spouse	$1,001 - $15,000	Dividends $1 - $200
John Hancock Life Insurance Co. (Life Insurance)	Insurance	Spouse	$1,001 - $15,000	None
Johnson & Johnson Stock(JNJ)	Stocks	Spouse	$1,001 - $15,000	Dividends $1 - $200
MetLife Flexible Premium Multifunded Life Insurance - Black Rock Large Cap Core	Insurance	Spouse	$1,001 - $15,000	Interest $1 - $200
MetLife Flexible Premium Multifunded Life Insurance - BlackRock Diversified Portfolio	Insurance	Spouse	$1,001 - $15,000	Interest $1 - $200
MetLife Flexible Premium Multifunded Life Insurance - BlackRock Life Stock Index Portfolio	Insurance	Spouse	$1,001 - $15,000	Interest $1 - $200
MetLife Flexible Premium Multifunded Life Insurance - Morgan Stanley Midcap Growth Portfolio	Insurance	Spouse	$1,001 - $15,000	Interest $1 - $200
MetLife IRA - BlackRock Energy & Resources Portfolio	Retirement & Pension	Spouse	$1,001 - $15,000	None
NY Life Insurance Company Whole Life	Insurance	Spouse	$1,001 - $15,000	None
NV529 Vanguard Plan (DC1) - Aggressive Growth Portfolio	Other	Spouse	$15,001 - $50,000	None
NY529 Vanguard Plan (DC1) - Aggressive Growth Portfolio (MidCap Stock Index Portfolio)	Other	Spouse	$15,001 - $50,000	None
NY529 Vanguard Plan (DC2) - Aggressive Growth Portfolio (MidCap Stock Index Portfolio)	Other	Spouse	$15,001 - $50,000	None
Procter & Gamble Co Common Stock(PG)	Stocks	Spouse	$1,001 - $15,000	Dividends $1 - $200
Prudential IRA - Franklin Templeton International Value	Retirement & Pension	Self	$1,001 - $15,000	None
Prudential IRA - Target Growth Allocation B	Retirement & Pension	Self	$1,001 - $15,000	None
Prudential Roth IRA - Prudential Jennison Global Opportunities Fund	Retirement & Pension	Self	$1 - $1,000	None
Prudential Roth IRA - Oppenheimer Global Fund	Retirement & Pension	Self	$1 - $1,000	None
Prudential Roth IRA - Pioneer High Yield Fund	Mutual Funds	Spouse	$1 - $1,000	None
Prudential Roth IRA - Prudential Jennison Health Sciences Fund	Mutual Funds	Spouse	$1 - $1,000	None
Rackspace Hosting Inc Stock(RAX)	Stocks	Spouse	$1,001 - $15,000	None
TD Bank IRA	Bank & Cash	Spouse	$1,001 - $15,000	Interest $1 - $200
Technology Select Sector SPDR Fund(XLK)	ETFs	Spouse	$1,001 - $15,000	Dividends $1 - $200
TIAA-CREF Group Supplemental Retirement Annuity - TIAA Real Estate	Mutual Funds	Spouse	$1 - $1,000	None
TIAA-CREF Lifecycle 2040 Fund	Mutual Funds	Spouse	$1,001 - $15,000	None
TIAA-CREF Retirement Annuity - TIAA Real Estate	Mutual Funds	Spouse	$15,001 - $50,000	None
US Savings Bond (DC1)	Gov. Securities	DC	$1 - $1,000	None
US Savings Bond (DC2)	Gov. Securities	DC	$1 - $1,000	None
Vanguard Large-Cap ETF(VV)	ETFs	Spouse	$1,001 - $15,000	Dividends $1 - $200
Vanguard MSCI Emerging Markets ETF(VWO)	ETFs	Spouse	$1,001 - $15,000	Dividends $1 - $200
Vanguard MSCI Europe ETF	ETFs	Spouse	$1,001 - $15,000	Dividends $1 - $200
Vanguard Small-Cap ETF	ETFs	Spouse	$1 - $1,000	Dividends $1 - $200
Vanguard Total Bond Market Index Fund	Mutual Funds	Spouse	$15,001 - $50,000	None
Vanguard Total International Stock Index Fund	Mutual Funds	Spouse	$15,001 - $50,000	None
Vanguard Total Stock Market Index Fund	Mutual Funds	Spouse	$50,001 - $100,000	None

Liabilities (2)

Creditor	Type	Amount	Rate	Term
Bank of America, N.A.	mortgage	$100,001 - $250,000	—	—
Sallie Mae, PA	student loan	$100,001 - $250,000	—	—

Trading Sector Allocation (from PTR trades)

Industrials$8K

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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).