John Boccieri Net Worth & Financial Disclosure

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Annual financial disclosure for 2010, filed May 17, 2010. Includes 24 assets.

Year:

2013 2010 2009

Est. Net Worth

$201K

2010 annual disclosure

Total Assets

$36K - $365K

24 assets

Total Liabilities

0 liabilities

Total Trades

From PTR filings

Trade Volume

N/A

Midpoint of disclosed ranges

Net Worth Over Time

Show data table

Period	Est. net worth
2009	$231K
2010	$201K
2013	$20K

Assets by Category

Mutual Funds$152K (20)

Other$41K (2)

Stocks$8K (2)

All Assets (24)

Asset	Type	Owner	Value	Income
Education Scholars Choice Savings Account	Other	Self	$1,001 - $15,000	College Savings Plan
Knights of Columbus	Other	Self	$15,001 - $50,000	Dividends/Insurance Annuity
Dodge & Cox Balanced Stock(DODBX)	Mutual Funds	Self	$1,001 - $15,000	Dividends $1 - $200
Dodge & Cox Stock(DODGX)	Mutual Funds	Self	$1,001 - $15,000	Dividends $1 - $200
Fidelity Contrafund(FCNTX)	Mutual Funds	Self	$1,001 - $15,000	Dividends $1 - $200
Fidelity Growth(FDGRX)	Mutual Funds	Self	$1,001 - $15,000	Dividends $1 - $200
FPA Capital	Mutual Funds	Self	$1,001 - $15,000	Dividends $1 - $200
Janus Twenty	Mutual Funds	Self	$1,001 - $15,000	Dividends $1 - $200
PIMCO Total Return	Mutual Funds	Self	$1,001 - $15,000	Dividends $1 - $200
Templeton Foreign	Mutual Funds	Self	$1,001 - $15,000	Dividends $1 - $200
Vanguard Institutional Index	Mutual Funds	Self	$1,001 - $15,000	Dividends $1 - $200
Vanguard Institutional Growth	Mutual Funds	Self	$1,001 - $15,000	Dividends $1 - $200
Investment Company of America	Mutual Funds	Self	$1,001 - $15,000	Dividends $1 - $200
Fidelity New Sights	Mutual Funds	Self	$1,001 - $15,000	Dividends $1 - $200
Legg Mason Small Cap	Mutual Funds	Self	$1,001 - $15,000	Dividends $1 - $200
Lord Abbett Mid Cap Value	Mutual Funds	Self	$1,001 - $15,000	Dividends $1 - $200
Franklin Rising Dividend Fund	Mutual Funds	Self	$1,001 - $15,000	Dividends $1 - $200
GE Strategic Investment(GE)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Growth Fund of America	Mutual Funds	Spouse	$1,001 - $15,000	Dividends $1 - $200
Davis NY Venture	Mutual Funds	Spouse	$1,001 - $15,000	Dividends $1 - $200
PIMCO Total Return Fund	Mutual Funds	Spouse	$1,001 - $15,000	Dividends $1 - $200
Growth Fund of America	Mutual Funds	Spouse	$1,001 - $15,000	Dividends $1 - $200
Alpine Total Dividend Fund	Mutual Funds	Spouse	N/A	Dividends $1 - $200
American Capital Strategies(ACAS)	Stocks	Spouse	N/A	None

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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).