MARY BONO MACK Net Worth & Financial Disclosure

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Annual financial disclosure for 2010, filed May 13, 2010. Includes 129 assets.

Year:

2012 2011 2010 2009 2008

Est. Net Worth

$3.5M

2010 annual disclosure

Total Assets

$1.8M - $5.1M

129 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

Other$1.6M (8)

Gov. Securities$909K (22)

Stocks$698K (80)

Bank & Cash$171K (6)

Retirement & Pension$96K (12)

Mutual Funds$8K (1)

Top Stock Holdings (from trades)

McDonalds Corp ComMCD

$72K

All Assets (129)

Asset	Type	Owner	Value	Income
Bono Collection Trust	Other	Self	$500,001 - $1,000,000	Royalties & Interest $100,001 - $1,000,000
Sound Exchange, Inc	Other	Self	$500,001 - $1,000,000	Royalties $1,001 - $2,500
Warner Music, Inc	Other	Self	N/A	Royalties $15,001 - $50,000
I Film Payment Services Inc	Other	Self	N/A	Royalties
Union Bank of California	Bank & Cash	Self	$15,001 - $50,000	Interest $1 - $200
Merrill Lynch CMA Money Fund	Mutual Funds	Self	$1,000 - $15,000	Interest $1 - $200
Merrill Lynch CMA Account	Bank & Cash	Self	$15,001 - $50,000	Interest $1 - $200
California St Dpt Wtr	Gov. Securities	Self	$50,000 - $100,000	Interest/Capital Gain $201 - $1,000
California St Jun00	Gov. Securities	Self	$15,001 - $50,000	Interest $201 - $1,000
California St	Gov. Securities	Self	$1,001 - $15,000	Interest $201 - $1,000
Los Angeles Co CA Ctfs Partn A OID	Gov. Securities	Self	$50,001 - $100,000	Interest $1,001 - $2,500
San Fran CA Cy - Co Pub	Gov. Securities	Self	$15,001 - $50,000	Interest $201 - $1,000
California St Nov07 5.25% 11/19	Gov. Securities	Self	$15,001 - $50,000	Interest $201 - $1,000
California St Nov03 5.00% Aug01 20	Gov. Securities	Self	$50,001 - $100,000	Interest $201 - $1,000
California St Var Purp Ser05 5.00% Aug01 20	Gov. Securities	Self	$50,001 - $100,000	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 $201 - $1,000
Apollo Group Inc Cl A(APOL)	Stocks	Self	$1,001 - $15,000	None
Apple Inc(AAPL)	Stocks	Self	$1,001 - $15,000	None
Bank New York Mellon Corp(BK)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Baxter International Inc(BAX)	Stocks	Spouse	$1,001 - $15,000	Dividends $1 - $200
Becton Dickinson Co(BDX)	Stocks	Spouse	$1,001 - $15,000	Dividends $1 - $200
Caterpillar Inc Del(CAT)	Stocks	Spouse	$1,001 - $15,000	Dividends $201 - $1,000
Cisco Systems Inc Com(CSCO)	Stocks	Joint	$1,001 - $15,000	None
Costco Wholesale Corp Del(COST)	Stocks	Spouse	$1,001 - $15,000	Dividends/Capital Gains $201 - $1,000
Devon Energy Corp New(DVN)	Stocks	Spouse	$1,001 - $15,000	Dividends $1 - $200
DST Systems Inc Del(DST)	Stocks	Spouse	$1,001 - $15,000	None
Ecolab Inc(ECL)	Stocks	Self	$1,001 - $15,000	Dividends/Capital Gains $201 - $1,000
Emerson Elec Co(EMR)	Stocks	Self	$1,001 - $15,000	Dividends $201 - $1,000
Exxon Mobil Corp Com(XOM)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
General Mills(GIS)	Stocks	Spouse	$1,001 - $15,000	Dividends $201 - $1,000
Gallagher Arthur J & Co(AJG)	Stocks	Joint	$1,001 - $15,000	Dividends/Capital Gains $201 - $1,000
Hewlett Packard Co Del(HPQ)	Stocks	Spouse	$1,001 - $15,000	Dividends $1 - $200
Johnson and Johnson(JNJ)	Stocks	Spouse	$1,001 - $15,000	Dividends $201 - $1,000
JPMorgan Chase & Co.(JPM)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
McDonalds Corp Com(MCD)	Stocks	Self	$1,001 - $15,000	Dividends $201 - $1,000
Monsanto Co New Del(MON)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Peabody Energy Corp Com(BTU)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
PG&E Corp(PCG)	Stocks	Self	$1,001 - $15,000	Dividends $201 - $1,000
Progress Energy	Stocks	Self	N/A	Dividends $201 - $1,000
Procter & Gamble(PG)	Stocks	Self	$1,001 - $15,000	Dividends $201 - $1,000
Stryker Corp(SYK)	Stocks	Self	N/A	Dividends $1 - $200
Target Corp Com(TGT)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Thermo Fisher Scientific Inc(TMO)	Stocks	Self	$1,001 - $15,000	None
Transocean Ltd(RIG)	Stocks	Self	$1,001 - $15,000	None
Verizon Communications(VZ)	Stocks	Self	$1,001 - $15,000	Dividends $201 - $1,000
3M Company(MMM)	Stocks	Self	$1,001 - $15,000	Dividends/Capital Gains $201 - $1,000
Wyeth(WYE)	Stocks	Self	N/A	Dividends $1 - $200
Merrill Lynch CMA - IRA	Retirement & Pension	Self	$1,001 - $15,000	Interest $1 - $200
Federal Home Loan Bank Bonds 4.875%	Gov. Securities	Self	$15,001 - $50,000	Interest $201 - $1,000
Federal Home Loan Bank Bonds 4.625% Feb18	Gov. Securities	Self	$15,001 - $50,000	Interest $1,001 - $2,500
Federal Home Loan Bank Bonds 4.625% Oct 10 2012 - IRA	Gov. Securities	Self	$50,001 - $100,000	Interest $201 - $1,000
Federal Farm Credit Bank Notes 4.875% Dec 16 2015 - IRA	Gov. Securities	Self	$50,001 - $100,000	Interest $201 - $1,000
Federal Home Loan Bank Bonds 4.75% Dec 16	Gov. Securities	Self	$15,001 - $50,000	Interest $201 - $1,000
Federal National Mortgage Association Notes 6.625% - IRA	Gov. Securities	Self	N/A	Capital Gain $201 - $1,000
U S DEL PVS 1 0.001 - IRA	Other	Self	$1,001 - $15,000	None
Aflac Inc Com - IRA(AFL)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Apollo Group Inc Cl A - IRA(APOL)	Stocks	Self	$1,001 - $15,000	None
Apple Inc - IRA(AAPL)	Stocks	Self	$15,001 - $50,000	None
Bank of New York Mellon Corp(BK)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Cisco Systems Inc(CSCO)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Baxter International Inc - IRA(BAX)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Becton Dickinson(BDX)	Retirement & Pension	Self	$1,001 - $15,000	Dividends $1 - $200
Caterpillar Inc.(CAT)	Retirement & Pension	Self	$1,001 - $15,000	Dividends $201 - $1,000
Cisco Systems Inc.(CSCO)	Stocks	Self	$1,001 - $15,000	None
Costco Wholesale Corp.(COST)	Retirement & Pension	Self	$1,001 - $15,000	Dividends/Cap Gain $1 - $200
Duke Energy Corp.(DUK)	Retirement & Pension	Self	$1,001 - $15,000	Dividends $1 - $200
DST Systems Inc.(DST)	Retirement & Pension	Self	$1,001 - $15,000	None
Emerson Electric Co.(EMR)	Retirement & Pension	Self	$1,001 - $15,000	Dividends $201 - $1,000
Exxon Mobil Corp.(XOM)	Retirement & Pension	Self	$1,001 - $15,000	Dividends $1 - $200
General Mills(GIS)	Retirement & Pension	Self	$1,001 - $15,000	Dividends $1 - $200
Hewlett Packard Co.(HPQ)	Retirement & Pension	Self	$1,001 - $15,000	Dividends $1 - $200
Johnson & Johnson(JNJ)	Retirement & Pension	Self	$1,001 - $15,000	Dividends $1 - $200
JP Morgan Chase & Co.(JPM)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
McDonalds Corp.(MCD)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Monsanto Co.(MON)	Retirement & Pension	Self	$1,001 - $15,000	Dividends $1 - $200
Peabody Energy Corp Com - IRA(BTU)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
PG&E Corp - IRA(PCG)	Stocks	Self	$15,001 - $50,000	Dividends $201 - $1,000
Procter & Gamble Co(PG)	Stocks	Self	$1,001 - $15,000	Dividends $201 - $1,000
Target Corp Com - IRA(TGT)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Thermo Fisher Scientific - IRA(TMO)	Stocks	Self	$15,001 - $50,000	None
Transocean Ltd - IRA(RIG)	Stocks	Self	$1,001 - $15,000	None
Verizon Communications Com - IRA(VZ)	Stocks	Self	$1,001 - $15,000	Dividends $201 - $1,000
3M Company - IRA(MMM)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
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
Bond Collection Trust	Other	Self	$50,001 - $100,000	Interest $50,001 - $100,000
SoundExchange, Inc	Other	Self	N/A	Royalties $201 - $1,000
Warner Music, Inc	Other	Self	N/A	Royalties $5,001 - $15,000
Merrill Lynch CMA - Money Fund	Bank & Cash	Self	$1,001 - $15,000	Interest $1 - $200
Merrill Lynch CMA Account	Bank & Cash	Self	$15,001 - $50,000	Interest $1 - $200
Federal Natl Mtg Assoc Notes 6.625% Nov 15 2010	Gov. Securities	Self	N/A	Interest/Capital Gains $1,001 - $2,500
Federal Natl Mtg Assn Bonds 4.875% Feb 2009	Gov. Securities	Self	N/A	Interest $201 - $1,000
Federal Home Loan Bank Bonds 4.625% Feb 2012	Gov. Securities	Self	$15,001 - $50,000	Interest $1,001 - $2,500
Federal Home Loan Bank Bonds 4.625% Oct 10 2012	Gov. Securities	Self	$1,001 - $15,000	Interest $201 - $1,000
Federal Home Loan Bonds 4.50% Sep 16 2013	Gov. Securities	Self	$50,001 - $100,000	Interest $1,001 - $2,500
Federal Home Loan Bonds Original Issue Discount	Gov. Securities	Self	$15,001 - $50,000	Interest $201 - $1,000
Federal Farm Credit Bank Bonds	Gov. Securities	Self	$50,001 - $100,000	Interest $201 - $1,000
Federal Home Loan Bank Bonds 4.75% Dec 16 2016	Gov. Securities	Self	$15,001 - $50,000	Interest $201 - $1,000
Adobe Systems Inc. Del $0.001(ADBE)	Stocks	Self	$1,001 - $15,000	None
Aflac Inc Com(AFL)	Stocks	Spouse	$1,001 - $15,000	Dividends $201 - $1,000
Apollo Group Inc Cl A(APOL)	Stocks	Self	$1,001 - $15,000	None
Apple Inc(AAPL)	Stocks	Self	$15,001 - $50,000	None
Bank of New York Mellon Corp(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(CAT)	Stocks	Self	$1,001 - $15,000	Dividends $201 - $1,000
Cisco Systems Inc(CSCO)	Stocks	Self	$1,001 - $15,000	None
Costco Wholesale Corp(COST)	Stocks	Self	$1,001 - $15,000	Dividends/Capital Gains $201 - $1,000
Devon Energy Corp New(DVN)	Stocks	Self	$1,001 - $15,000	Dividends/Capital Gains $1 - $200
DST Systems Inc(DST)	Stocks	Self	$1,001 - $15,000	None
Emerson Electric Co(EMR)	Stocks	Self	$1,001 - $15,000	Dividends $201 - $1,000
Exxon Mobil Corp Com(XOM)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
General Mills(GIS)	Stocks	Self	$1,001 - $15,000	Dividends/Capital Gains $201 - $1,000
Gallagher Arthur J & Co(AJG)	Stocks	Self	N/A	Dividends $201 - $1,000
Hewlett Packard Co(HPQ)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Johnson & Johnson Com(JNJ)	Stocks	Self	$1,001 - $15,000	Dividends/Capital Gains $201 - $1,000
JP Morgan Chase & Co(JPM)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
McDonalds Corp Com(MCD)	Stocks	Self	$1,001 - $15,000	Dividends $201 - $1,000
Monsanto Co New Del(MON)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Peabody Energy Corp Com(BTU)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
PG&E Corp(PCG)	Stocks	Self	$1,001 - $15,000	Dividends $201 - $1,000
Procter & Gamble Co(PG)	Stocks	Self	$1,001 - $15,000	Dividends $201 - $1,000
Progress Energy Inc(PGN)	Stocks	Self	N/A	None
Target Corp Com(TGT)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Thermo Fisher Scientific(TMO)	Stocks	Self	$1,001 - $15,000	None
Transocean Ltd(RIG)	Stocks	Self	$1,001 - $15,000	None
Verizon Communications(VZ)	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).