MARY BONO MACK Net Worth & Financial Disclosure

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Annual financial disclosure for 2009, filed May 13, 2009. Includes 144 assets.

Year:

2012 2011 2010 2009 2008

Est. Net Worth

$2M

2009 annual disclosure

Total Assets

$840K - $3.1M

144 assets

Total Liabilities

0 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

Stocks$730K (104)

Gov. Securities$565K (26)

Other$550K (6)

Bank & Cash$122K (6)

Mutual Funds$16K (2)

Top Stock Holdings (from trades)

McDonalds Corp ComMCD

$72K

All Assets (144)

Asset	Type	Owner	Value	Income
SONO COLLECTION TRUST	Other	Self	$250,001 - $500,000	Royalties & Interest $100,001 - $1,000,000
SOUND EXCHANGE, INC	Other	Self	N/A	Royalties $201 - $1,000
FILM PAYMENT SERVICES INC	Other	Self	N/A	Royalties $1 - $200
WARNER MUSIC INC	Other	Self	N/A	Royalties $5,001 - $15,000
MERRILL LYNCH - CMA MONEY FUND	Mutual Funds	Self	$1,001 - $15,000	Interest & Dividends $201 - $1,000
UNION BANK OF CALIFORNIA	Bank & Cash	Self	$15,001 - $50,000	Interest $1 - $200
MERRILL LYNCH - CMA ACCOUNT	Bank & Cash	Self	$1,001 - $15,000	Interest $201 - $1,000
CALIFORNIA ST VAR PURP California, US	Gov. Securities	Self	$1,001 - $15,000	Interest $201 - $1,000
CALIFORNIA ST DPT WTR California, US	Gov. Securities	Self	$15,001 - $50,000	Interest $1,001 - $2,500
CALIFORNIA ST JUN00 5.500% JUN10 California, US	Gov. Securities	Self	$1,001 - $15,000	Interest $201 - $1,000
CALIFORNIA ST NOV03 5.25% NOV19 California, US	Gov. Securities	Self	$15,001 - $50,000	Interest $1 - $200
AUG01 20 CALIFORNIA ST SBD05 5.60% California, US	Gov. Securities	Self	$1,001 - $15,000	Interest $1 - $200
SAN FRAN CA CY-CO PUB San Francisco, CA, US	Gov. Securities	Self	$15,001 - $50,000	Interest $201 - $1,000
LOS ANGELES CO CA CTFS PARTN A OID Los Angeles County, CA, US	Gov. Securities	Self	$50,001 - $100,000	Interest $1,001 - $2,500
SAN DIEGO CA CFD FIN AT LSE RAVTR CAP San Diego, CA, US	Gov. Securities	Self	$50,001 - $100,000	Interest $201 - $1,000
LOS ANGELES CA SAN DT HSG AUTH Los Angeles, CA, US	Gov. Securities	Self	N/A	Interest $1,001 - $2,500
LOS ANGELES CA CFDS PARTN EQUIP & AU Los Angeles, CA, US	Gov. Securities	Self	N/A	Interest $201 - $1,000
Adobe Systems Inc.(ADBE)	Stocks	Self	$1,001 - $15,000	None
Allstate Corp.(ALL)	Stocks	Self	N/A	Dividends $201 - $1,000
Aflac Inc.(AFL)	Stocks	Self	$1,001 - $15,000	Dividends/Capital Gains $1,001 - $2,500
American Water Works Co Inc(AWK)	Stocks	Self	$1,001 - $15,000	None
Apple Inc(AAPL)	Stocks	Self	$1,001 - $15,000	None
Baker Hughes Inc(BKR)	Stocks	Self	N/A	Dividends/Capital Gains $2,501 - $5,000
Bank of America Corp(BAC)	Stocks	Self	N/A	Dividends $201 - $1,000
Bank of New York Mellon Corp(BK)	Stocks	Self	$1,001 - $15,000	Dividends $201 - $1,000
Becton Dickinson Co(BDX)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Baxter International Inc(BAX)	Stocks	Self	$1,001 - $15,000	None
Caterpillar Inc Del(CAT)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Cisco Systems Inc Com(CSCO)	Stocks	Self	$1,001 - $15,000	None
Colgate Palmolive(CL)	Stocks	Self	N/A	Dividends/Capital Gains $2,501 - $5,000
Costco Wholesale Corp(COST)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Devon Energy Corp New(DVN)	Stocks	Self	$1,001 - $15,000	Dividends/Capital Gains $1,001 - $2,500
DST Systems Inc(DST)	Stocks	Self	$1,001 - $15,000	None
Ecolab Inc(ECL)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Exxon Mobil Corp(XOM)	Stocks	Self	$1,001 - $15,000	Dividends/Capital Gains $1,001 - $2,500
Emerson Electric Co(EMR)	Stocks	Self	$1,001 - $15,000	Dividends/Capital Gain $1,001 - $2,500
Gallagher Arthur J & Co(AJG)	Stocks	Self	$1,001 - $15,000	Dividends $201 - $1,000
General Mills(GIS)	Stocks	Self	$1,001 - $15,000	Dividends/Capital Gain $201 - $1,000
Hewlett Packard Co Del(HPQ)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
L-3 Communications Hldg(LLL)	Stocks	Self	N/A	Dividends/Capital Gain $2,501 - $5,000
McDonalds Corp Com(MCD)	Stocks	Self	$1,001 - $15,000	Dividends $201 - $1,000
Nokia Corp Spon ADR(NOK)	Stocks	Self	N/A	Dividends/Capital Gain $1,001 - $2,500
Procter & Gamble Co(PG)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Progress Energy(PGN)	Stocks	Self	$1,001 - $15,000	Dividends $201 - $1,000
Stericycle Inc Com(SRCL)	Stocks	Self	$1,001 - $15,000	None
Stryker Corp(SYK)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Target Corp Com(TGT)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Thermo Fisher Scientific(TMO)	Stocks	Self	$1,001 - $15,000	None
3M Company(MMM)	Stocks	Self	$1,001 - $15,000	Dividends $201 - $1,000
Verizon Communications(VZ)	Stocks	Self	$1,001 - $15,000	Dividends $201 - $1,000
Comcast Corp.(CMCSA)	Stocks	Self	N/A	Dividends $201 - $1,000
Waste Management Inc.(WM)	Stocks	Self	$1,001 - $15,000	Dividends $201 - $1,000
New York Times Co.(NYT)	Stocks	Self	N/A	Dividends $201 - $1,000
Wyeth(WYE)	Stocks	Self	$1,001 - $15,000	Dividends $201 - $1,000
Merrill Lynch CMA - IRA	Bank & Cash	Self	$1,001 - $15,000	Interest $1 - $200
Federal Home Loan Bank Bonds 4.875% - IRA	Gov. Securities	Self	$1,001 - $15,000	Interest $201 - $1,000
Federal National Mortgage Association	Gov. Securities	Self	$15,001 - $50,000	Interest/Capital Gains $1,001 - $2,500
Federal Home Loan Bank Bonds 4.625% Feb 18 2011 - IRA	Gov. Securities	Self	$15,001 - $50,000	Interest $1,001 - $2,500
Federal Home Loan Bank 4.625% Oct 10 2012 - IRA	Gov. Securities	Self	$15,001 - $50,000	Interest $1,001 - $2,500
Adobe Systems Inc.(ADBE)	Stocks	Self	$1,001 - $15,000	None
AFLAC Inc. - IRA(AFL)	Stocks	Self	$1,001 - $15,000	Dividends/Capital Gains $201 - $1,000
American Water Works Co. Inc. - IRA(AWK)	Stocks	Self	$1,001 - $15,000	Dividends $201 - $1,000
Apple Inc. - IRA(AAPL)	Stocks	Self	$1,001 - $15,000	None
Bank of New York Mellon - IRA(BK)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Baxter International Inc.(BAX)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Becton Dickinson Co.(BDX)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Caterpillar Inc. (Delaware)(CAT)	Stocks	Self	$1,001 - $15,000	Dividends $201 - $1,000
Cisco Systems Inc. (Common)(CSCO)	Stocks	Self	$1,001 - $15,000	None
Costco Wholesale Corp. (Delaware)(COST)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Devon Energy Corp. (New)(DVN)	Stocks	Self	$1,001 - $15,000	Dividends/Capital Gains $201 - $1,000
DST Systems Inc. (Delaware)(DST)	Stocks	Self	$1,001 - $15,000	None
Ecolab Inc.(ECL)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Emerson Electric Co.(EMR)	Stocks	Self	$1,001 - $15,000	Dividends/Capital Gains $1,001 - $2,500
Exxon Mobil Corp. (Common)(XOM)	Stocks	Self	$1,001 - $15,000	Dividends/Capital Gains $1,001 - $2,500
Gallagher Arthur J & Co.(AJG)	Stocks	Self	$1,001 - $15,000	Dividends $201 - $1,000
General Mills Inc.(GIS)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Hewlett Packard Co. (Delaware)(HPQ)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
McDonald's Corp. (Common)(MCD)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Procter & Gamble Co. - IRA(PG)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Progress Energy Inc - IRA(PGN)	Stocks	Self	$1,001 - $15,000	Dividends $201 - $1,000
Stericycle Inc COM - IRA(SRCL)	Stocks	Self	$1,001 - $15,000	None
Stryker Corp - IRA(SYK)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Target Corp COM - IRA(TGT)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Thermo Fisher Scientific - IRA(TMO)	Stocks	Self	$1,001 - $15,000	None
Verizon Communications COM - IRA(VZ)	Stocks	Self	$1,001 - $15,000	Dividends $201 - $1,000
Wyeth - IRA(WYE)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
3M Company - IRA(MMM)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Federal Home Loan Bank Bond	Gov. Securities	Self	N/A	Capital Gains $201 - $1,000
Colgate-Palmolive - IRA(CL)	Stocks	Self	N/A	Capital Gains $1,001 - $2,500
L-3 Communications Hldgs(LLL)	Stocks	Self	N/A	Capital Gains $2,501 - $5,000
Nokia Corp SPON ADR - IRA(NOK)	Stocks	Self	N/A	Capital Gains $1,001 - $2,500
Baker Hughes Inc - IRA(BHI)	Stocks	Self	N/A	Capital Gains $2,501 - $5,000
Union Bank CD	Bank & Cash	Self	$15,001 - $50,000	Interest $201 - $1,000
Union Bank, N.A.	Bank & Cash	Self	$15,001 - $50,000	Interest $1 - $200
Warner Music Inc.(WMG)	Stocks	Self	$50,000 - $50,000	Royalties $5,001 - $15,000
Sound Exchange, Inc.	Other	Self	N/A	Royalties $201 - $1,000
Bono Collection Trust	Other	Self	$100,001 - $250,000	Royalties & Interest $50,001 - $100,000
Merrill Lynch CMA Money Fund	Mutual Funds	Self	$1,001 - $15,000	Interest $201 - $1,000
Merrill Lynch CMA	Bank & Cash	Self	$1,001 - $15,000	Interest $201 - $1,000
Federal National Mortgage Association Bonds 6.625% Sep 15 2009	Gov. Securities	Self	$15,001 - $50,000	Interest $1,001 - $2,500
Federal National Mortgage Association Notes 6.625% Nov 15 2010	Gov. Securities	Self	$50,000 - $50,000	Interest $1,001 - $2,500
Federal Home Loan Bank Bonds 4.63% Jan 28 2013	Gov. Securities	Self	$15,001 - $50,000	None
Federal Home Loan Bank Bonds 4.625% Oct 10 2012	Gov. Securities	Self	$1,001 - $15,000	Interest $201 - $1,000
Federal Home Loan Bank Bonds 4.50% Sep 16 2013	Gov. Securities	Self	$15,001 - $50,000	Interest $201 - $1,000
Federal Home Loan Bank Bonds 4.500% Jun 22 2011	Gov. Securities	Self	$15,001 - $50,000	None
Federal Home Loan Bank Notes 5.800% Sep 02 2008	Gov. Securities	Self	N/A	Interest $1,001 - $2,500
Federal Home Ln Mtg Corp Notes 5.125% Oct 15 2008	Gov. Securities	Self	N/A	Interest $201 - $1,000
Federal Home Loan Bank Bonds 5.125% Aug 08 2008	Gov. Securities	Self	N/A	Interest $1,001 - $2,500
Federal Natl Mtg Assoc Notes 5.625% Jul 08 2008	Gov. Securities	Self	N/A	Interest $201 - $1,000
Federal Home Loan Bond 3.625% Nov 14 2008	Gov. Securities	Self	N/A	Interest $201 - $1,000
Adobe Sys Del Pvs 0.001(ADBE)	Stocks	Self	$1,001 - $15,000	None
Aflac Inc Com(AFL)	Stocks	Self	$1,001 - $15,000	Dividends/Capital Gains $1,001 - $2,500
Allstate Corp Del Com(ALL)	Stocks	Self	N/A	Dividends $201 - $1,000
American VTR WKS Co Inc	Stocks	Self	$1,001 - $15,000	None
Apple Inc(AAPL)	Stocks	Self	$1,001 - $15,000	None
Baker Hughes(BKR)	Stocks	Self	N/A	Dividends/Capital Gains $2,501 - $5,000
Bank New York Mellon Corp(BK)	Stocks	Self	$1,001 - $15,000	Dividends $201 - $1,000
Bank of America Corp(BAC)	Stocks	Self	N/A	Dividends $201 - $1,000
Baxter Intl Inc(BAX)	Stocks	Self	$1,001 - $15,000	None
Becton Dickinson Co(BDX)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Caterpillar Inc. (DEL)(CAT)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Cisco Systems Inc. (COM)(CSCO)	Stocks	Self	$1,001 - $15,000	None
Colgate-Palmolive(CL)	Stocks	Self	N/A	Dividends/Capital Gains $1,001 - $2,500
Costco Wholesale Corp (COM)(COST)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Devon Energy Corp (NEW)(DVN)	Stocks	Self	$1,001 - $15,000	Dividends/Capital Gains $1,001 - $2,500
DST Systems Inc (DEL)(DST)	Stocks	Self	$1,001 - $15,000	None
Ecolab Inc.(ECL)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Emerson Electric Co.(EMR)	Stocks	Self	$1,001 - $15,000	Dividends/Capital Gains $1,001 - $2,500
Exxon Mobil Corp (COM)(XOM)	Stocks	Self	$1,001 - $15,000	Dividends/Capital Gains $1,001 - $2,500
Gallagher, Arthur J & Co.(AJG)	Stocks	Self	$1,001 - $15,000	Dividends $201 - $1,000
General Mills(GIS)	Stocks	Self	$1,001 - $15,000	Dividends/Capital Gains $201 - $1,000
Hewlett-Packard Co. (DEL)(HPQ)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
L-3 Communications Holdings(LLL)	Stocks	Self	N/A	Dividends/Capital Gains $2,501 - $5,000
McDonald's Corp (COM)(MCD)	Stocks	Self	$1,001 - $15,000	Dividends $201 - $1,000
Nokia Corp Spn ADR(NOK)	Stocks	Self	N/A	Dividends/Capital Gains $2,501 - $5,000
Procter & Gamble(PG)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Progress Energy Inc(PGN)	Stocks	Self	$1,001 - $15,000	Dividends $201 - $1,000
Stericycle Inc Com(SRCL)	Stocks	Self	$1,001 - $15,000	None
Stryker Corp(SYK)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Target Com(TGT)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Thermo Fisher Scientific Inc(TMO)	Stocks	Self	$1,001 - $15,000	None
Verizon Communications Com(VZ)	Stocks	Self	$1,001 - $15,000	Dividends $201 - $1,000
Wyeth(WYE)	Stocks	Self	$1,001 - $15,000	Dividends $201 - $1,000
3M Company(MMM)	Stocks	Self	$1,001 - $15,000	Dividends $201 - $1,000

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

MARY BONO MACK trades Wealthiest members Most active traders CA 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).