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Congress Stock
John K. Delaney

John K. Delaney Net Worth & Financial Disclosure

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Annual financial disclosure for 2013, filed August 13, 2013. Includes 142 assets and 4 liabilities.

Year:
20132012
Est. Net Worth
$94.3M
2013 annual disclosure
Total Assets
$37.4M - $164.1M
142 assets
Total Liabilities
$2.3M - $10.6M
4 liabilities
Total Trades
1,387
From PTR filings
Trade Volume
$76M
Midpoint of disclosed ranges

Net Worth Over Time

Show data table
PeriodEst. net worth
2012$33.2M
2012$19.8M
2013$94.3M

Assets by Category

LLC / Partnership$47M (21)
Stocks$30.1M (11)
Retirement & Pension$10.1M (7)
Gov. Securities$7.2M (62)
Other$6.3M (13)
Mutual Funds$75K (15)
Bank & Cash$0 (13)

Top Stock Holdings (from trades)

WTBA
WEST BANCORPORATION INCWTBA
$6M
BITO
ProShares Bitcoin Strategy ETFBITO
$3M
Prudential BankPBIP
$3M
GE
GE AerospaceGE
$3M
Patwest BancorpPATW
$3M
CBNK
Capital Bank CorpCBNK
$3M

All Assets (142)

AssetValue
Bank of America/US Trust - bank accounts
N/A
CapitalSource Bank
Brea, CA, US
N/A
Congressional Bank
Bethesda, MD, US
N/A
E*Trade - cash
N/A
Fidelity Municipal Money Market
N/A
Goldman Sachs - cash & KMA
N/A
One PacificCoast Bank - cash
Oakland, CA, US
N/A
Charles Schwab bank accounts
N/A
Wells Fargo Bank account
N/A
IOTA Partners, LLC
Bethesda, MD, US
N/A
CapitalSource, Inc.(CSE)
$5,000,001 - $25,000,000
CapitalSource, Inc. - Stock Options (Strike price $3.32 per share)(CSE)
$1,000,001 - $5,000,000
Congressional Bancshares Inc.
Bethesda, MD, US
$5,000,001 - $25,000,000
Congressional Bancshares Inc. - Warrants
Bethesda, MD, US
$100,001 - $250,000
Franklin Mutual Advisors (50%)
$50,001 - $100,000
Ares Capital Corp(ARCC)
$1,001 - $15,000
JP Morgan Chase & Co.(JPM)
$1,001 - $15,000
Allergan Inc.(AGN)
$1,001 - $15,000
Zynga Inc.(ZNGA)
$1,001 - $15,000
Indianapolis Real Estate Ltd Sponsored GDR REGS - Stock
$15,001 - $50,000
Baltimore Cty MD muni bonds
$50,001 - $100,000
Bay Area Infrastructure 5% 17
$100,001 - $250,000
Florida Turnpike
$100,001 - $250,000
Carroll Cty MD Ref - Cons Public Imp
$15,001 - $50,000
Central Utah Water Bond
$50,001 - $100,000
Energy Northwest Wash Elec Rev Bond
$100,001 - $250,000
Florida St Bd Ed muni bonds
$100,001 - $250,000
Hollywood FL Water & Sewer
$100,001 - $250,000
Howard Cnty MD bond
$100,001 - $250,000
Illinois State Sales Tax Rev bond
$100,001 - $250,000
Illinois State Unemployment Insurance Bond
Illinois, US
$100,001 - $250,000
Maryland State Bonds (matured)
Maryland, US
$100,001 - $250,000
Maryland State Department of Transportation Bond (Metropolitan Pier II Bond)
Maryland, US
$100,001 - $250,000
Michigan State Building Authority Bond
Michigan, US
$100,001 - $250,000
Michigan State Hospital Finance Authority Bond
Michigan, US
$100,001 - $250,000
Minooka Illinois General Obligation Bond
Minooka, Illinois, US
$100,001 - $250,000
Missouri State Environmental Bond
Missouri, US
$100,001 - $250,000
New Mexico Finance Authority State Transportation Bond
New Mexico, US
$100,001 - $250,000
New York NY Bonds
New York, US
$100,001 - $250,000
New York State Environmental Facilities Bond
$100,001 - $250,000
North Carolina State Public Improvement Bond
$100,001 - $250,000
Ocean City, MD Refunding & Municipal Public Purpose Bond
Ocean City, MD, US
$100,001 - $250,000
Pennsylvania State Bond
Pennsylvania, US
$100,001 - $250,000
Prince George's County, MD Bond
Prince George's County, MD, US
$100,001 - $250,000
Riverside County, CA Bond
Riverside County, CA, US
$100,001 - $250,000
Santa Fe, TX Independent School District Bond
Santa Fe, TX, US
$100,001 - $250,000
Seattle, WA Water System Revenue Bond
Seattle, WA, US
$100,001 - $250,000
Seattle, WA Municipal Light & Power Revenue Bond
Seattle, WA, US
$100,001 - $250,000
Texas A&M University Revenue Bond
Texas, US
$100,001 - $250,000
Texas State Bond
Texas, US
$100,001 - $250,000
Tobacco Settlement Fin Corp
$250,001 - $500,000
NY Bonds
New York, NY, US
$250,001 - $500,000
Triborough Bridge & Tunnel Authority Bonds
New York, NY, US
$250,001 - $500,000
Turnwater VA Office Properties LLC
Virginia, US
$250,001 - $500,000
University at Albany Bonds
Albany, NY, US
$250,001 - $500,000
University of Arkansas Bonds
Arkansas, US
$250,001 - $500,000
University Systems of Maryland Bonds
Maryland, US
$250,001 - $500,000
Maryland Cert MD BAP - CNS
Maryland, US
$250,001 - $500,000
Public Improvement Project Bond
$250,001 - $500,000
US Treasury Bills & Notes
United States
$250,001 - $500,000
Acadia Investors LP
New York, NY, US
$1,000,001 - $5,000,000
Alesia Investors, LP
New York, NY, US
$1,000,001 - $5,000,000
B3 Fund II, L.P.
Dallas, WA, US
$100,001 - $250,000
DB Holding Corporation
Atlanta, GA, US
$50,001 - $100,000
DS 3 - Holt Distressed Property Fund 2010 LP
Vancouver, WA, US
$15,001 - $50,000
DS 4 - Holt Partners I
Vancouver, WA, US
$50,001 - $100,000
Green Value Advisors Fund, LP
Greenwich, CT, US
$1,001 - $15,000
Parallel Capital Partners, LP
San Francisco, CA, US
$5,000,001 - $25,000,000
Healthpoint Capital Partners II, LP
$1,000,001 - $5,000,000
AUA Private Equity Partners II, LP
New York, NY, US
$100,001 - $250,000
C Flowers II LP
New York, NY, US
$15,001 - $50,000
The HS AV1 Trust
New York, NY, US
$1,000,001 - $5,000,000
Lone Cascade, LP
Greenwich, CT, US
$1,000,001 - $5,000,000
Edge Investment LLC
Waldorf, MD, US
$500,001 - $1,000,000
Friends of St. Patrick's Episcopal Day School, LLC
Washington, DC, US
$15,001 - $50,000
Washington Co, LLC
Washington, DC, US
$1,001 - $15,000
Alliance Partners, LLC
Chevy Chase, MD, US
$5,000,001 - $25,000,000
Key Bridge, LLC
Bethesda, MD, US
$1 - $1,000
American Balanced Fund CLA
N/A
Microsoft Corp(MSFT)
N/A
Wells Fargo - cash
N/A
American Funds Tr Cap Value Money Market Fund Class Inv Cl
N/A
Bank of America - Trust accounts
N/A
Calvert Balanced Fund Class I
N/A
Wells Fargo - Trust MM accounts
N/A
John Hancock - Money Market
N/A
John Delaney
Potomac, MD, US
N/A
Oakmark International Fund
N/A
#109 - mutual fund
N/A
William Sonoma - Stock(WSM)
N/A
Wolverine World Wide Inc - Stock(WWW)
N/A
Xylem Inc - Stock(XYL)
N/A
Schwab/Wells Fargo Fixed Income
N/A
Amarillo Texas Independent School District Bond
Amarillo, TX, US
N/A
Baltimore County MD Bond
Baltimore County, MD, US
N/A
Carroll County MD Bond
Carroll County, MD, US
N/A
Cecil County MD Bond
Cecil County, MD, US
N/A
Energy Northwest Washington Bond
Washington, US
N/A
Florida State Board of Education Bonds
Florida, US
N/A
Golden State Securities CA bond
CA, US
N/A
Harford County MD bond
Harford County, MD, US
N/A
Howard State Sales Tax Revenue bond
MD, US
N/A
Indiana State Unemployment Insurance bond
IN, US
N/A
Indiana Bd Rk Rev bond
IN, US
N/A
Maryland State Dept of Transportation bond
MD, US
N/A
Maryland Water Quality bond
MD, US
N/A
Metropolitan Pier, IL bond (called)
IL, US
N/A
Miami-Dade County FL bond
Miami-Dade County, FL, US
N/A
Montgomery County MD bond
Montgomery County, MD, US
N/A
New York NY Muni Bond Bank
New York, NY, US
$100,001 - $250,000
Agy Ser C Bond
$100,001 - $250,000
New York State Environmental Bond
New York, US
$100,001 - $250,000
North Carolina State Public Improvement Bond
North Carolina, US
$100,001 - $250,000
Ocean City MD Ref & Municipal Bond
Ocean City, MD, US
$100,001 - $250,000
Oklahoma State Capitol Improvement Authority Bond
Oklahoma, US
$100,001 - $250,000
Queen Annes County MD Bond
Queen Anne's County, MD, US
$100,001 - $250,000
Seattle Washington Water Systems Bonds
Seattle, WA, US
$100,001 - $250,000
Texas State Tech University Bonds
Texas, US
$100,001 - $250,000
New York Bonds
New York, US
$100,001 - $250,000
Triborough Bridge & Tunnel Authority NY Bond (called)
NY, US
$1 - $1,000
University of California Bonds
CA, US
$50,001 - $100,000
University Systems of Maryland Bonds
MD, US
$15,001 - $50,000
Washington MD Suburban Sanitary Commission
MD, US
$15,001 - $50,000
Worcester County MD Bond
Worcester County, MD, US
$1,001 - $15,000
Alliance Partners, LLC
Chevy Chase, MD, US
$1,000,001 - $5,000,000
Acadia Partners, LP
New York, NY, US
$1,000,001 - $5,000,000
American Steadfast, LP
New York, NY, US
$1,000,001 - $5,000,000
D3 Family Bulldog Fund, LP
Washington, DC, US
$100,001 - $250,000
D3 - Pediatric Services Holding Company, LLC
$50,001 - $100,000
DS - 40th Street Property Fund 2010 LP
Vancouver, WA, US
$50,001 - $100,000
Dublin D3 WA Private
Vancouver, WA, US
$15,001 - $50,000
Decan Value Advisors Fund, LP
Greenwich, CT, US
$250,001 - $500,000
HCP Private Equity Fund I, LP
San Francisco, CA, US
$500,001 - $1,000,000
VIP Contrafund 2 - Fidelity
N/A
VIP Overseas - Fidelity
N/A
Managed Bond - PIMCO
N/A
International Large Cap - MFS
N/A
Real Estate - Morgan Stanley
N/A
VIP Global Hard Assets - Van Eck
N/A
Summer and Brooke Delaney Trusts - Wells Fargo Bank Accounts
N/A
JLM Trust - Wells Fargo Bank Account
N/A
William Barlow Educational Trusts (3) - Wells Fargo Money Market
N/A

Liabilities (4)

CreditorTypeAmount
Wells Fargo Home Mortgagemortgage$1,000,001 - $5,000,000
The 1997 Family Trust, Potomac, MDother$1,000,001 - $5,000,000
Charles Schwabmargin loan$250,001 - $500,000
American Expresscredit card$15,001 - $50,000

Trading Sector Allocation (from PTR trades)

Technology$2.7M
Consumer Defensive$1.1M
Consumer Cyclical$2.7M
Industrials$6.4M
Healthcare$2.5M
Basic Materials$1.1M
Financial Services$2.1M
Real Estate$459K
Communication Services$341K
Energy$186K
Insurance$8K
Utilities$32K
Banking$24K
Retail Trade$32K
Manufacturing$8K
Services$183K
Unknown$8K
Transportation & Utilities$24K
John K. Delaney tradesWealthiest membersMost active tradersMD delegationArticles
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).