John K. Delaney Net Worth & Financial Disclosure

Asset	Type	Owner	Value	Income
Bank of America US Trust - cash	Bank & Cash	Self	$15,001 - $50,000	Interest $201 - $1,000
CapitalSource Bank - cash	Bank & Cash	Self	$15,001 - $50,000	Interest $201 - $1,000
Congressional Bank - cash	Bank & Cash	Self	$15,001 - $50,000	Interest $201 - $1,000
Goldman Sachs - cash	Bank & Cash	Self	$50,001 - $100,000	Interest $1,001 - $2,500
Charles Schwab - cash & MMA	Bank & Cash	Self	$100,001 - $250,000	Interest $2,501 - $5,000
Wells Fargo - cash & MMA	Bank & Cash	Self	$15,001 - $50,000	Interest $201 - $1,000
Apple Inc. - common stock(AAPL)	Stocks	Self	$1,000,001 - $5,000,000	Dividends $50,001 - $100,000
CapitalSource, Inc. - restricted stock	Stocks	Self	$500,001 - $1,000,000	Dividends $15,001 - $50,000
CNL Income Properties Inc.	Stocks	Self	$100,001 - $250,000	Dividends $5,001 - $15,000
Conversion Bancshares Inc.	Stocks	Self	$500,001 - $1,000,000	Dividends $15,001 - $50,000
Dominion Equity & Income Fund	Mutual Funds	Self	$250,001 - $500,000	Dividends $5,001 - $15,000
BlackRock Balanced Fund	Mutual Funds	Self	$250,001 - $500,000	Dividends $5,001 - $15,000
Ares Capital Corp. - stock (Schwab)(ARCC)	Stocks	Self	$100,001 - $250,000	Dividends $5,001 - $15,000
VanEck Junior Gold Miners ETF(GDXJ)	ETFs	Self	$100,001 - $250,000	Capital Gains $1,001 - $2,500
GDR REG S - Stock (WF)	Stocks	Self	$100,001 - $250,000	Dividends $2,501 - $5,000
Anne Arundel County MD Municipal Bond (Schwab)	Gov. Securities	Self	$100,001 - $250,000	Interest $1 - $200
Baltimore County MD Municipal Bond (Schwab)	Gov. Securities	Self	$100,001 - $250,000	Interest $1 - $200
Cook County IL Municipal Bond (Schwab)	Gov. Securities	Self	$100,001 - $250,000	Interest $1 - $200
Kansas City MO Municipal Bond (Schwab)	Gov. Securities	Self	$100,001 - $250,000	Interest $1 - $200
Central Utah Water Municipal Bond (Schwab)	Gov. Securities	Self	$100,001 - $250,000	Interest $1 - $200
Hawaii State Education Municipal Bond (Schwab)	Gov. Securities	Self	$100,001 - $250,000	Interest $1 - $200
Florida State Education Municipal Bond (Schwab)	Gov. Securities	Self	$100,001 - $250,000	Interest $1 - $200
Maryland State Municipal Bond (Schwab)	Gov. Securities	Self	$100,001 - $250,000	Interest $1 - $200
Maryland State & Expo Authority Municipal Bond (Schwab)	Gov. Securities	Self	$100,001 - $250,000	Interest $1 - $200
Minnesota GO Municipal Bond (Schwab)	Gov. Securities	Self	$100,001 - $250,000	Interest $1 - $200
Prince George's County MD Municipal Bond (Schwab)	Gov. Securities	Self	$100,001 - $250,000	Interest $1 - $200
Riverside County Municipal Bond (Schwab)	Gov. Securities	Self	$100,001 - $250,000	Interest $1 - $200
Seattle Wash Muni Bond (Schwab) Seattle, WA, US	Gov. Securities	Self	$100,001 - $250,000	Interest
Seattle Wash Wtr Muni Bond (Schwab) Seattle, WA, US	Gov. Securities	Self	$100,001 - $250,000	Interest
Texas SS Muni Bond (Schwab) Texas, US	Gov. Securities	Self	$100,001 - $250,000	Interest
Texas St Muni Bond (Schwab) Texas, US	Gov. Securities	Self	$100,001 - $250,000	Interest
NY Rev Muni Bond (Schwab) New York, US	Gov. Securities	Self	$100,001 - $250,000	Interest
Utah Muni Bond (Schwab) Utah, US	Gov. Securities	Self	$100,001 - $250,000	Interest
University Md Muni Bond (Schwab) Maryland, US	Gov. Securities	Self	$100,001 - $250,000	Interest
US Treasury Bills and Notes US	Gov. Securities	Self	$500,001 - $1,000,000	Interest
Acadia Partners, LP	LLC / Partnership	Self	$1,000,001 - $5,000,000	Partnership Income
American Seafoods, LP	LLC / Partnership	Self	$500,001 - $1,000,000	Partnership Income
Ardmore Investors, LLC	LLC / Partnership	Self	$250,001 - $500,000	Partnership Income
Knik Arm Ventures, LLC	LLC / Partnership	Self	$250,001 - $500,000	Partnership Income
Greenline Builders Fund, LP	LLC / Partnership	Self	$100,001 - $250,000	Partnership Income
Self Directed Advisors Fund, LP	LLC / Partnership	Self	$1,001 - $15,000	Partnership Income
Farallon Capital Partners, LP	LLC / Partnership	Self	$1,000,001 - $5,000,000	None
Healthpoint Capital Partners II, LP	LLC / Partnership	Self	$250,001 - $500,000	None
JCF Associates II, LP	LLC / Partnership	Self	$100,001 - $250,000	None
JCF JANE LP	LLC / Partnership	Self	$100,001 - $250,000	None
JCF II AIV E, LP	LLC / Partnership	Self	$15,001 - $50,000	None
JCF III AIV E, LP	LLC / Partnership	Self	$50,001 - $100,000	None
JCF III AIV S, LP	LLC / Partnership	Self	$1,001 - $15,000	None
LGP Associates LP	LLC / Partnership	Self	$250,001 - $500,000	None
The HSA AIV I Trust	LLC / Partnership	Self	$15,001 - $50,000	None
Briscoe Wood I, LP	LLC / Partnership	Self	$500,001 - $1,000,000	None
Briscoe Wood II, LP	LLC / Partnership	Self	$500,001 - $1,000,000	None
EVR Investment, LLC	LLC / Partnership	Self	$1,000,001 - $5,000,000	None
Friends of St. Patrick's Episcopal Day School	LLC / Partnership	Self	$1 - $1,000	None
WF Holding Co, LLC	LLC / Partnership	Self	$250,001 - $500,000	None
Alliance Partners, LLC (Grey Chase – pooling of resources among financial institutions to participate in large lending opportunities)	LLC / Partnership	Self	N/A	Other
Retirement Accounts at Morgan Stanley	Retirement & Pension	Self	N/A	Interest/Capital Gains
LLCs Operating Manufacturing Businesses	LLC / Partnership	Self	N/A	Other
Retirement Annuities and Insurance	Retirement & Pension	Self	N/A	Other
CapitalSource, Inc. Common Stock(GAIN)	Stocks	Self	N/A	Capital Gains
Wells Fargo Capital	Stocks	Self	N/A	Dividends/Interest
Morgan Stanley Fund	Mutual Funds	Self	N/A	Capital Gains/Dividends
Fidelity Retirement Reserves Variable	Mutual Funds	Self	N/A	Capital Gains
Fidelity Asset Manager Fund	Mutual Funds	Self	N/A	Capital Gains/Dividends
BlackRock Equity Dividend Fund	Mutual Funds	Self	N/A	Dividends
Allstate Variable Annuity (Morgan Stanley)	Retirement & Pension	Self	N/A	Other
S&P 500 Index Fund	Mutual Funds	Self	N/A	Capital Gains/Dividends
Mass Mutual - Whole Life Insurance (Cash Surrender Value)	Insurance	Self	$50,001 - $100,000	None
Janus Unconstrained Bond Fund (IRA)	Mutual Funds	Self	$15,001 - $50,000	None
Wells Fargo Advantage Money Market Fund (IRA)	Mutual Funds	Spouse	$1,001 - $15,000	None
Wells Fargo Advantage Money Market Fund (Roth IRA)	Mutual Funds	Spouse	$1,001 - $15,000	None
The 1992 Family Trust	Other	Self	$500,001 - $1,000,000	None
Charles Schwab - Trust Accounts	Bank & Cash	Self	$100,001 - $250,000	None
Wells Fargo - Trust Accounts	Bank & Cash	Self	$100,001 - $250,000	None
Wells Fargo - Trust Accounts	Bank & Cash	Self	$1,001 - $15,000	None
Delaney, Pomerleau, MD MD, US	LLC / Partnership	Self	$1,000,001 - $5,000,000	None
Delaney Family Farm Joint Venture	LLC / Partnership	Self	$1,000,001 - $5,000,000	None
Oshkosh Equity and Income Fund	Mutual Funds	Self	$1,001 - $15,000	None
Dodge & Cox Balanced Fund	Mutual Funds	Self	$1,001 - $15,000	None
Oakmark International Fund	Mutual Funds	Self	$1,001 - $15,000	None
T Rowe Price International Discovery Fund	Mutual Funds	Self	$1,001 - $15,000	None
T Rowe Price Account	Bank & Cash	Self	$100,001 - $250,000	None
Pimco Total Return Instl	Mutual Funds	Self	N/A	Dividends
Trust Account	Bank & Cash	Self	N/A	Interest
Prudential Financial, Inc.(PRU)	Stocks	Self	N/A	Dividends
Schwab Equities	Mutual Funds	Self	N/A	Capital Gains
Americk Inc New	Stocks	Self	N/A	Dividends
Ameriprise Corp CA(AMP)	Stocks	Self	N/A	Dividends
Analog Devices Inc(ADI)	Stocks	Self	N/A	Dividends
Brookfield Asset Mgmt(BAM)	Stocks	Self	N/A	Dividends
BRE Group Inc	Stocks	Self	N/A	Dividends
CH Robinson Worldwide Inc(CHRW)	Stocks	Self	N/A	None
Comcast Corp New Cl A(CMCSA)	Stocks	Self	N/A	None
Dentsply Intl Inc(XRAY)	Stocks	Self	N/A	Dividends
Ecolab Inc(ECL)	Stocks	Self	N/A	None
Electronic Arts Inc(EA)	Stocks	Self	N/A	Dividends
First Horizon Natl(FHN)	Stocks	Self	N/A	Dividends
Garmin Ltd New(GRMN)	Stocks	Self	N/A	Dividends
Graco Inc(GGG)	Stocks	Self	N/A	Dividends
Hess Washington Diamond - stock	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
HS Inc - stock	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
ITT Corporation New - stock(ITT)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
ITT Educ Svcs Inc - stock(ESI)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
KBR Inc - stock(KBR)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Interface Inc - stock(TILE)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Interpublic Group of Cos - stock(IPG)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Katy Corporation - stock	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Lennar Corp Cl A - stock(LEN)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Marsh & McLennan - stock(MMC)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
O'Reilly Automotive new - stock(ORLY)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Patterson Companies - stock(PDCO)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Plum Creek Timber - stock(PCL)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
PerkinElmer Inc - stock(PKI)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
PepsiCo - stock(PEP)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Ralph Lauren Corp - stock(RL)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Sherwin-Williams Co.(SHW)	Stocks	Self	N/A	Dividends/Capital Gains
Sierra Addich Corp.	Stocks	Self	N/A	Dividends/Capital Gains
Stanley Black & Decker(SWK)	Stocks	Self	N/A	Dividends/Capital Gains
Steven Madden Ltd.(SHOO)	Stocks	Self	N/A	Dividends/Capital Gains
Tangerine Group Inc.	Stocks	Self	N/A	Dividends/Capital Gains
Washington Group Inc.	Stocks	Self	N/A	Dividends/Capital Gains
Waters Corp.(WAT)	Stocks	Self	N/A	Dividends/Capital Gains
Xylem Inc.(XYL)	Stocks	Self	N/A	Dividends/Capital Gains
Baltimore City, MD Municipal Bond (sold) Baltimore, MD, US	Gov. Securities	Self	N/A	Interest/Capital Gains
Carroll County, MD Municipal Bond Carroll County, MD, US	Gov. Securities	Self	N/A	Interest
Cecil County, MD Municipal Bond Cecil County, MD, US	Gov. Securities	Self	N/A	Interest
Frederick, MD Municipal Bond Frederick, MD, US	Gov. Securities	Self	N/A	Interest
Florida State Board Municipal Bond (sold) Florida, US	Gov. Securities	Self	N/A	Interest/Capital Gains
Golden State TOB Securities Municipal Bond California, US	Gov. Securities	Self	N/A	Interest
Harford County, MD Municipal Bond Harford County, MD, US	Gov. Securities	Self	N/A	Interest
Howard County MD - municipal bond (sold) Howard County, MD, US	Gov. Securities	Self	N/A	Interest
Indiana Bell Revenue - municipal bond Indiana, US	Gov. Securities	Self	N/A	Interest
Maryland State - municipal bond Maryland, US	Gov. Securities	Self	N/A	Interest
Maryland Water Quality - municipal bond Maryland, US	Gov. Securities	Self	N/A	Interest
Massachusetts State - municipal bond Massachusetts, US	Gov. Securities	Self	N/A	Interest
Montgomery County MD - municipal bond Montgomery County, MD, US	Gov. Securities	Self	N/A	Interest
New York State Municipal - bond New York, US	Gov. Securities	Self	N/A	Interest
Philadelphia Authority PA - municipal bond Philadelphia, PA, US	Gov. Securities	Self	N/A	Interest
Prince George's County MD - municipal bond Prince George's County, MD, US	Gov. Securities	Self	N/A	Interest
San Diego CA - municipal bond San Diego, CA, US	Gov. Securities	Self	N/A	Interest
Queen Anne's County MD - municipal bond Queen Anne's County, MD, US	Gov. Securities	Self	N/A	Interest
Seattle Washington Water System - municipal bond Seattle, WA, US	Gov. Securities	Self	N/A	Interest
Texas Transportation - municipal bond Texas, US	Gov. Securities	Self	N/A	Interest
Los Angeles County - municipal bond Los Angeles County, CA, US	Gov. Securities	Self	N/A	Interest
Woodlawn City MD - municipal bond (sold) Woodlawn City, MD, US	Gov. Securities	Self	N/A	Interest
Partnership Investments (Family Trust)	LLC / Partnership	Self	N/A	Partnership Income
Jupiter IC AIV I Special LP (not self directed)	Retirement & Pension	Self	$100,001 - $250,000	Partnership Income
Anchorage AVM I, LP (not self directed)	Retirement & Pension	Self	$250,001 - $500,000	Partnership Income
Lone Cascade, LP (not self directed)	Retirement & Pension	Self	$500,001 - $1,000,000	Partnership Income
Washington Harbour Partners, LP (not self directed)	Retirement & Pension	Self	$1,000,001 - $5,000,000	Partnership Income
Wells Fargo - Money Market (Trust)	Bank & Cash	Self	$1,001 - $15,000	Interest
Wells Fargo - U.S. Savings Bonds (Trust)	Gov. Securities	Self	$15,001 - $50,000	Interest
Potomac Life (Variable Universal Life Insurance - Cash Surrender Value)	Insurance	Self	$100,001 - $250,000	None
TIAA-CREF	Retirement & Pension	Self	$50,001 - $100,000	Interest/Dividends
Wells Fargo - Bank Accounts	Bank & Cash	Self	$1,001 - $15,000	Interest

Liabilities (2)

Creditor	Type	Amount	Rate	Term
Farmers First Bank Winchester, DE	mortgage	$100,001 - $250,000	—	—
The 1997 Family Trust Potomac, MD	other	$1,000,001 - $5,000,000	—	—

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 trades Wealthiest members Most active traders MD delegation Articles

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).