MARY BONO MACK Net Worth & Financial Disclosure

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Annual financial disclosure for 2012, filed May 15, 2012. Includes 58 assets and 4 liabilities.

Year:

2012 2011 2010 2009 2008

Est. Net Worth

-$269K

2012 annual disclosure

Total Assets

$760K - $2.1M

58 assets

Total Liabilities

$1.1M - $2.3M

4 liabilities

Total Trades

646

From PTR filings

Trade Volume

$6.4M

Midpoint of disclosed ranges

Net Worth Over Time

Show data table

Period	Est. net worth
2008	$2.7M
2009	$2M
2010	$3.5M
2011	$941K
2012	-$269K

Assets by Category

Other$491K (4)

ETFs$481K (15)

Gov. Securities$187K (9)

Stocks$116K (21)

LLC / Partnership$75K (4)

Bank & Cash$57K (4)

Real Estate$501 (1)

Top Stock Holdings (from trades)

McDonalds Corp ComMCD

$72K

All Assets (58)

Asset	Type	Owner	Value	Income
Bono Collection Trust	Other	Spouse	$250,001 - $500,000	Royalties/Interest $50,001 - $100,000
SoundExchange, Inc.	LLC / Partnership	Spouse	N/A	Royalties $2,501 - $5,000
Warner Music, Inc.	LLC / Partnership	Spouse	N/A	Royalties $5,001 - $15,000
Wixen Music Publishing Inc	LLC / Partnership	Spouse	N/A	Royalties $15,001 - $50,000
Westerfield Scotch Rental Property in Colorado (Partner Share 16.67%) Colorado, US	Real Estate	Spouse	$1 - $1,000	None
Westerfield Scotch, LLC (Property in Colorado) - Partner Share 16.67% Colorado, US	LLC / Partnership	Self	$50,001 - $100,000	None
IRA - Select Technology Select SPDR	ETFs	Self	$15,001 - $50,000	Tax Deferred
IRA - Consumer Staples Select SPDR	ETFs	Self	$15,001 - $50,000	Tax Deferred
IRA - Federal Farm Credit Bank	Gov. Securities	Self	$15,001 - $50,000	Tax Deferred
IRA - Federal Farm Credit Bank Notes 4.875% Dec 16 2015	Gov. Securities	Self	$15,001 - $50,000	Tax Deferred
IRA - Bank of America Corp Loan Bank Bonds 4.625% Oct	Other	Self	$15,001 - $50,000	Tax Deferred
IRA - Health Care Select SPDR	ETFs	Self	$15,001 - $50,000	Tax Deferred
IRA - JP Morgan Chase & Co Notes 5.50% Sep 30 2013 (formerly listed as Bear Stearns)	Other	Self	$50,001 - $100,000	Tax Deferred
IRA - JP Morgan Chase & Co Subordinated Glb 5.750% Jan 2013	Other	Self	$1,001 - $15,000	Tax Deferred
IRA - Merrill Lynch - CMA Account	Bank & Cash	Self	$1,001 - $15,000	Tax Deferred
IRA - Sector SPDR Consumer Staples(XLP)	ETFs	Spouse	$15,001 - $50,000	Tax Deferred
IRA - Sector SPDR Energy(XLE)	ETFs	Spouse	$15,001 - $50,000	Tax Deferred
IRA - Sector SPDR Financial(XLF)	ETFs	Spouse	$15,001 - $50,000	Tax Deferred
IRA - Sector SPDR Industrial(XLI)	ETFs	Spouse	$15,001 - $50,000	Tax Deferred
Aflac Inc.(AFL)	Stocks	Spouse	$50,001 - $100,000	Dividends/Capital Gains $2,501 - $5,000
Technology Select Sector SPDR(XLK)	ETFs	Spouse	$15,001 - $50,000	Dividends/Capital Gains $201 - $1,000
Apple Inc.(AAPL)	Stocks	Spouse	N/A	Capital Gains $5,001 - $15,000
Bank of America(BAC)	Stocks	Spouse	$1 - $1,000	Interest $201 - $1,000
Bank of America(BAC)	Stocks	Spouse	$1,001 - $15,000	Interest $1 - $200
Becton, Dickinson and Company(BDX)	Stocks	Spouse	N/A	Dividends/Capital Gains $201 - $1,000
California State TFB07 5.00% Dec 01 2017 California, US	Gov. Securities	Spouse	$1,001 - $15,000	Interest $1 - $200
California State Jul 2008 California, US	Gov. Securities	Spouse	$15,001 - $50,000	Interest $201 - $1,000
California State 5.25% Nov 01 2019 California, US	Gov. Securities	Spouse	$15,001 - $50,000	Interest $201 - $1,000
California State 5.00% Nov 01 2014 California, US	Gov. Securities	Spouse	$15,001 - $50,000	Interest $201 - $1,000
CALIFORNIA ST SEDS 05.00% AUG01 52	Gov. Securities	Self	N/A	Interest/Capital Gains $1,001 - $2,500
CALIFORNIA ST VAR PURP CALIFORNIA 07-15 5.00%	Gov. Securities	Self	$1,001 - $15,000	Interest/Capital Gains $2,501 - $5,000
Caterpillar Inc.(CAT)	Stocks	Self	$15,001 - $50,000	Dividends/Capital Gains $5,001 - $15,000
Citigroup Inc.(C)	Stocks	Self	N/A	Dividends/Capital Gains $1,001 - $2,500
ConocoPhillips(COP)	Stocks	Self	N/A	Dividends/Capital Gains $1,001 - $2,500
Consumer Discretionary SPDR ETF(XLY)	ETFs	Self	$15,001 - $50,000	Dividends/Capital Gains $1 - $200
Costco Wholesale Corp.(COST)	Stocks	Self	N/A	Dividends/Capital Gains $1,001 - $2,500
Walt Disney Co. Common Stock(DIS)	Stocks	Self	N/A	Dividends/Capital Gains $1,001 - $2,500
Emerson Electric Co.(EMR)	Stocks	Self	N/A	Dividends/Capital Gains $1,001 - $2,500
Google Inc. Class A(GOOGL)	Stocks	Self	N/A	Capital Gains $201 - $1,000
HCP Inc.(HCP)	Stocks	Self	N/A	Dividends/Capital Gains $1,001 - $2,500
Health Care Select SPDR(XLV)	ETFs	Self	$15,001 - $50,000	Dividends $201 - $1,000
Johnson & Johnson(JNJ)	Stocks	Self	N/A	Dividends/Capital Gains $201 - $1,000
JPMorgan Chase & Co.(JPM)	Stocks	Self	N/A	Dividends/Capital Gains $201 - $1,000
Los Angeles Calif Uni Sch Dist Ser A AGM Prf Int 5% Due 7/1/22	Gov. Securities	Self	$1,001 - $15,000	Interest $201 - $1,000
Materials Select Sector SPDR(XLB)	ETFs	Self	$1,001 - $15,000	Dividends $201 - $1,000
McDonalds Corp Com(MCD)	Stocks	Self	N/A	Dividends/Capital Gains $1,001 - $2,500
Merrill Lynch - CMA	Bank & Cash	Self	$1,001 - $15,000	Interest $1 - $200
Merrill Lynch - CMA	Bank & Cash	Self	$15,001 - $50,000	Interest $1 - $200
Oracle Corp $0.01 Del(ORCL)	Stocks	Self	N/A	Dividends/Capital Gains $1,001 - $2,500
Peabody Energy Corp Com(BTU)	Stocks	Self	N/A	Dividends/Capital Gains $2,501 - $5,000
Praxair Inc(PX)	Stocks	Self	N/A	Dividends/Capital Gains $1,001 - $2,500
Schlumberger Ltd(SLB)	Stocks	Self	N/A	Dividends/Capital Gains $1,001 - $2,500
Sector SPDR Cons Stpl(XLP)	ETFs	Self	$1,001 - $15,000	Dividends/Capital Gains $201 - $1,000
Sector SPDR Energy(XLE)	ETFs	Self	$15,001 - $50,000	Dividends $201 - $1,000
Sector SPDR Financial(XLF)	ETFs	Self	$15,001 - $50,000	Dividends $201 - $1,000
Sector SPDR Industrial(XLI)	ETFs	Self	$50,001 - $100,000	Dividends $201 - $1,000
Union Bank of California	Bank & Cash	Self	$1,001 - $15,000	Interest $1 - $200
United Parcel Service Class B(UPS)	Stocks	Self	N/A	Dividends/Capital Gains $201 - $1,000

Liabilities (4)

Creditor	Type	Amount	Rate	Term
Wells Fargo Bank NA	mortgage	$250,001 - $500,000	—	—
JP Morgan Chase Bank NA	mortgage	$500,001 - $1,000,000	—	—
JP Morgan Chase Bank NA	mortgage	$250,001 - $500,000	—	—
Iberia Bank	mortgage	$100,001 - $250,000	—	—

Trading Sector Allocation (from PTR trades)

Communication Services$152K

Energy$424K

Healthcare$456K

Financial Services$608K

Basic Materials$16K

Technology$656K

Industrials$656K

Consumer Defensive$424K

Consumer Cyclical$288K

Retail Trade$16K

Banking$88K

Utilities$88K

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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).