JANE HARMAN Net Worth & Financial Disclosure

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Annual financial disclosure for 2009, filed May 15, 2009. Includes 111 assets.

Year:

2010 2009 2008

Est. Net Worth

$204.2M

2009 annual disclosure

Total Assets

$108.7M - $299.8M

111 assets

Total Liabilities

0 liabilities

Total Trades

2,013

From PTR filings

Trade Volume

$107.5M

Midpoint of disclosed ranges

Net Worth Over Time

Show data table

Period	Est. net worth
2008	$3.9M
2008	$146M
2009	$204.2M
2010	$320K

Assets by Category

Stocks$128.2M (16)

LLC / Partnership$67.6M (28)

Retirement & Pension$3.5M (30)

Other$3M (5)

Bank & Cash$1.3M (5)

Gov. Securities$393K (16)

Mutual Funds$358K (3)

Real Estate$0 (8)

Top Stock Holdings (from trades)

Harman International Industries CommonHAR

$12.8M

Wells Fargo & Co.WFC

$1M

All Assets (111)

Asset	Type	Owner	Value	Income
City National Bank Beverly Hills, CA, US	Bank & Cash	Joint	$250,001 - $500,000	Interest/Dividends $2,501 - $5,000
Citibank New York, NY, US	Bank & Cash	Joint	$50,001 - $100,000	Interest $1 - $200
UBS Bank USA Deposit Washington, DC, US	Bank & Cash	Spouse	$15,001 - $50,000	Dividends $201 - $1,000
Washington DC Deposit Washington, DC, US	Bank & Cash	Spouse	$15,001 - $50,000	Dividends $1 - $200
Harman International Industries - Common(HAR)	Stocks	Spouse	$5,000,001 - $25,000,000	Dividends $15,001 - $50,000
Harman International Industries - Common(HAR)	Stocks	Spouse	$25,000,001 - $50,000,000	Dividends $50,001 - $100,000
Harman International Industries - Common(HAR)	Stocks	Joint	$50,000,001 - $100,000,000	Dividends $5,001 - $15,000
Harman International Industries - Options(HAR)	Stocks	Joint	N/A	Other - Stock Option Exercise $5,000,001+
Putnam Int'l Growth Cl A Fund	Mutual Funds	Spouse	$100,001 - $250,000	Dividends
Fidelity CA Municipal MMF	Mutual Funds	Self	$1,001 - $15,000	Dividends $201 - $1,000
Sidney Harman 1987 Revocable Trust Managed Accounts	Other	Spouse	N/A	None
Sidney Harman Community Trust Managed Accounts	Other	Joint	N/A	None
Sidney Harman Charitable Remainder Unitrust Managed Accounts	Other	Self	N/A	None
Harman 25 Year Grantor Income Trust Managed Accounts	Other	Joint	N/A	None
The Lakes Descendants Trust	Other	Self	$1,000,001 - $5,000,000	Dividends/Interest/Capital Gains $50,001 - $100,000
Archon Core Plus RE Fund 2005 LP	LLC / Partnership	Spouse	$1,000,001 - $5,000,000	None
JP Morgan Trust Fund II LP	LLC / Partnership	Spouse	$1,000,001 - $5,000,000	None
JBG Investment Fund II LP	LLC / Partnership	Spouse	$100,001 - $250,000	None
JBG Investment Fund V LLC	LLC / Partnership	Spouse	$1,000,001 - $5,000,000	None
Seabody Hill RE Partners LLC	LLC / Partnership	Spouse	$15,001 - $50,000	None
Angeles Absolute Return Fund LP - Qualified Purchaser Fund	LLC / Partnership	Spouse	$250,001 - $500,000	None
GSO Capital Partners 2006 LP	LLC / Partnership	Joint	$250,001 - $500,000	None
Greenbriar Equity Funds LP	LLC / Partnership	Spouse	$500,001 - $1,000,000	None
Greyrock Partners LP	LLC / Partnership	Spouse	$500,001 - $1,000,000	None
Kendall Global Resource LP - Trader in Hedge Fund Positions	LLC / Partnership	Joint	$5,000,001 - $25,000,000	None
MAN-AHL Diversified LP - Trader in Hedge Fund Positions	LLC / Partnership	Joint	$1,000,001 - $5,000,000	None
MatlinPatterson Global Opportunities Partners LP - Motion Pictures and Television Company	LLC / Partnership	Spouse	$5,000,001 - $25,000,000	None
O'Connor Global Multi Strategy Alpha Master Ltd.	LLC / Partnership	Joint	$1,000,001 - $5,000,000	None
Select Equity Investments in Hedge Fund LP	LLC / Partnership	Spouse	$1,001 - $15,000	None
Patoric Private Investment Club II LP	LLC / Partnership	Spouse	$15,001 - $50,000	None
Pine Brook Capital Partners Investment	LLC / Partnership	Spouse	$100,001 - $250,000	None
Premier Pacific Vineyards LP	LLC / Partnership	Spouse	$100,001 - $250,000	None
Rhone Partners LP	LLC / Partnership	Spouse	$15,001 - $50,000	None
Rhone Partners III LP	LLC / Partnership	Spouse	$500,001 - $1,000,000	Partnership Income $2,501 - $5,000
Rhone Partners III LP	LLC / Partnership	Spouse	$1,000,001 - $5,000,000	None
Sutter Investment Fund LLC	LLC / Partnership	Joint	$1,000,001 - $5,000,000	None
Stone Point Multi-Strategy Access Fund LLC	LLC / Partnership	Spouse	$1,000,001 - $5,000,000	None
Selectvest ARV LP	LLC / Partnership	Spouse	$1,000,001 - $5,000,000	None
Select Equity Plus 2X LP	LLC / Partnership	Spouse	$1,000,001 - $5,000,000	None
Taconic Capital Partners LP	LLC / Partnership	Spouse	$1,000,001 - $5,000,000	None
TWCP Founders' Circle (QP)	Retirement & Pension	Spouse	$100,001 - $250,000	Partnership
UBS Credit Recovery Fund LP	Retirement & Pension	Spouse	$500,001 - $1,000,000	Partnership
IRA Rollover - UBS Bank USA Deposit Account	Retirement & Pension	Spouse	$1,001 - $15,000	Dividends $2,501 - $5,000
IRA Rollover - UBS Select Prime Investor Fund	Retirement & Pension	Spouse	$250,001 - $500,000	Dividends $1,001 - $2,500
Archon Core Plus Real Estate Fund 2005 LP	LLC / Partnership	Self	N/A	None
Interdynamics Holdings Inc	Stocks	Self	$50,001 - $100,000	None
iMDs Holdings Corp	Stocks	Self	$50,001 - $100,000	None
Renaissance Mark Holdings Corp	Stocks	Self	$1,001 - $15,000	None
Priority Solutions Inc	Stocks	Self	$15,001 - $50,000	None
Sermatech Intl Holdings Corp	Stocks	Self	$100,001 - $250,000	None
Velsicol Holdings Corp	Stocks	Self	$50,001 - $100,000	None
Vertellus Specialties Inc	Stocks	Self	$15,001 - $50,000	None
Pike Center Shopping Center-Retail Maryland, US	Real Estate	Self	N/A	None
5630 Fishers Lane-Office Maryland, US	Real Estate	Self	N/A	None
11503 Rockville Pike-Retail Rockville, Maryland, US	Real Estate	Self	N/A	None
Rockville Hilton-Hotel Rockville, Maryland, US	Real Estate	Self	N/A	None
Town Square @ Millbrook-Residential Virginia, US	Real Estate	Self	N/A	None
Reston Square Office Virginia, US	Real Estate	Self	N/A	None
The Westin Reston Heights-Hotel Virginia, US	Real Estate	Self	N/A	None
Hyatt Fair Lakes-Hotel Virginia, US	Real Estate	Self	N/A	None
JP Morgan TR 1 CA Tax Exempt MMF	Mutual Funds	Self	$100,001 - $250,000	None
Berkshire Hathaway Inc(BRK.B)	Stocks	Self	$50,001 - $100,000	None
Harman International Ind(HAR)	Stocks	Self	$50,001 - $100,000	None
Penn Virginia Corp(PVA)	Stocks	Self	$15,001 - $50,000	None
Castle Advisors Hedge Fund	LLC / Partnership	Self	$500,001 - $1,000,000	None
Capital Q Restaurants LLC	LLC / Partnership	Self	$100,001 - $250,000	None
CA State GO 10/1/92 California, US	Gov. Securities	Self	$1,001 - $15,000	None
CA State Var Purp TCRS California, US	Gov. Securities	Self	$1,001 - $15,000	None
CA State Pub Wks Brd Lse 8/1/93 California, US	Gov. Securities	Self	$1,001 - $15,000	None
Loomis CA Un Sch Dist G/O Loomis, CA, US	Gov. Securities	Self	$15,001 - $50,000	None
LA CO CA Met Transn Sls Tx Los Angeles County, CA, US	Gov. Securities	Self	$1,001 - $15,000	None
Metropolitan WTR Dist So CA Wtrwks Southern California, US	Gov. Securities	Self	$1,001 - $15,000	None
Montebello CA Cmnty Redev Agcy 6/1/97 Montebello, CA, US	Gov. Securities	Self	$15,001 - $50,000	None
New Haven CA USD California, US	Gov. Securities	Self	$100,001 - $250,000	None
Pleasanton CA USD 8/1/95 Pleasanton, CA, US	Gov. Securities	Self	$1,001 - $15,000	None
Porterville CA CRFS Partn Swr Sys Porterville, CA, US	Gov. Securities	Self	$1,001 - $15,000	None
Sacramento CA MUD Elec Rev Sacramento, CA, US	Gov. Securities	Self	$1,001 - $15,000	None
Saddleback Vy USD California, US	Gov. Securities	Self	$1,001 - $15,000	None
San Rafael CA Redev Agcy Tax San Rafael, CA, US	Gov. Securities	Self	$15,001 - $50,000	None
Santa Clara Vy CA Wtr Dist Santa Clara Valley, CA, US	Gov. Securities	Self	$15,001 - $50,000	None
Santa Rosa CA Hosp Rev Santa Rosa, CA, US	Gov. Securities	Self	$1,001 - $15,000	None
Turlock CA Irr Dist Rev Turlock, CA, US	Gov. Securities	Self	$1,001 - $15,000	None
Savaria Corporation	Stocks	Self	$1 - $1,000	None
Peregrine Semiconductor Corporation	Stocks	Self	$1,001 - $15,000	None
Castlerigg Partners	Retirement & Pension	Self	$50,001 - $100,000	None
OZ Asia	Retirement & Pension	Self	$15,001 - $50,000	None
Perry Partners	Retirement & Pension	Self	$50,001 - $100,000	None
Elliott Associates	Retirement & Pension	Self	$100,001 - $250,000	None
Selectinvest Event Driven Fund	Retirement & Pension	Self	$15,001 - $50,000	None
Atticus European	Retirement & Pension	Self	$1,001 - $15,000	None
Canyon Balance Equity	Retirement & Pension	Self	$15,001 - $50,000	None
Cerberus Partners	Retirement & Pension	Self	$100,001 - $250,000	None
Silver Point	Retirement & Pension	Self	$15,001 - $50,000	None
Styx Partners	Retirement & Pension	Self	$100,001 - $250,000	None
King Street Capital	Retirement & Pension	Self	$50,001 - $100,000	None
Golden Tree Master	Retirement & Pension	Self	$50,001 - $100,000	None
Columbus Hill	Retirement & Pension	Self	$50,001 - $100,000	None
Selectinvest Focused Recovery Fund	Retirement & Pension	Self	$50,001 - $100,000	None
Platinum Grove Contingent Capital	Retirement & Pension	Self	$15,001 - $50,000	None
Capula Global Relative Value	Retirement & Pension	Self	$15,001 - $50,000	None
Blue Crest Capital	Retirement & Pension	Self	$100,001 - $250,000	None
Vicis Capital	Retirement & Pension	Self	$100,001 - $250,000	None
Ionic Capital	Retirement & Pension	Self	$100,001 - $250,000	None
DE Shaw Oculus Fund	Retirement & Pension	Self	$100,001 - $250,000	None
Marathon Real Estate	Retirement & Pension	Self	$50,001 - $100,000	None
Drawbridge Global	Retirement & Pension	Self	$50,001 - $100,000	None
Weiss Multistrategy Partners	Retirement & Pension	Self	$50,001 - $100,000	None
Selectinvest Global Resources Fund	Retirement & Pension	Self	$15,001 - $50,000	None
The Drake Global Opportunities Fund	Retirement & Pension	Self	$15,001 - $50,000	None
Boronia Diversified Fund	Retirement & Pension	Self	$15,001 - $50,000	None
Cash	Bank & Cash	Self	$500,001 - $1,000,000	None

Trading Sector Allocation (from PTR trades)

Energy$4M

Industrials$3.5M

Technology$6.4M

Communication Services$4.1M

Financial Services$7.4M

Consumer Defensive$3M

Real Estate$145K

Banking$751K

Healthcare$5.2M

Manufacturing$825K

Consumer Cyclical$3.2M

Insurance$247K

Basic Materials$779K

Utilities$660K

Services$272K

Retail Trade$57K

Telecommunications$16K

Mining$8K

Wholesale Trade$8K

Transportation & Utilities$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).