MARY BONO MACK Net Worth & Financial Disclosure

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Annual financial disclosure for 2011, filed May 13, 2011. Includes 90 assets and 1 liabilities.

Year:

2012 2011 2010 2009 2008

Est. Net Worth

$941K

2011 annual disclosure

Total Assets

$566K - $2.1M

90 assets

Total Liabilities

$250K - $500K

1 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$393K (51)

Other$375K (4)

Gov. Securities$321K (12)

Retirement & Pension$120K (20)

Real Estate$75K (1)

Mutual Funds$33K (1)

LLC / Partnership$501 (1)

Top Stock Holdings (from trades)

McDonalds Corp ComMCD

$72K

All Assets (90)

Asset	Type	Owner	Value	Income
Bono Collection Trust	Other	Self	$250,001 - $500,000	Royalties & Investment Income $100,001 - $1,000,000
Sound Exchange, Inc.	Other	Self	N/A	Royalties $1,001 - $2,500
Warner Music, Inc.	Other	Self	N/A	Royalties $5,001 - $15,000
Film Payment Services, Inc.	Other	Self	N/A	Royalties $1 - $200
Westerfield Scotch Rental Property in Colorado Colorado, US	Real Estate	Self	$50,001 - $100,000	None
Westerfield Scotch, LLC Irrevocable Property in Colorado (Partner Share 16.67%) Colorado, US	LLC / Partnership	Spouse	$1 - $1,000	None
Lucid Group Inc(LCID) California, US	Stocks	Spouse	$1,001 - $15,000	Interest $1 - $200
Merrill Lynch-CMA Money Fund	Mutual Funds	Spouse	$15,001 - $50,000	Interest $1 - $200
Merrill Lynch-CMA California ST UL08 03.50% Aug 13 California, US	Gov. Securities	Spouse	$1,001 - $15,000	Interest $201 - $1,000
California ST UL08 03.80% Nov 07 California, US	Gov. Securities	Spouse	$15,001 - $50,000	Interest $201 - $1,000
California ST Var Purp Appropriations 05.25% Nov 15 California, US	Gov. Securities	Spouse	$15,001 - $50,000	Interest $1,001 - $2,500
California ST Nov03 05.25%; Nov01 05.00%; Aug01 20 California, US	Gov. Securities	Spouse	$50,001 - $100,000	Interest $201 - $1,000
Los Angeles Calif Uni School Dist 05.00% Dec 01 16 Los Angeles, CA, US	Gov. Securities	Spouse	$50,001 - $100,000	Interest/Capital Gains $1,001 - $2,500
RF Jan10 05.00% Dec 01 16 Los Angeles Co CA CTFS Partn A DB Los Angeles County, CA, US	Gov. Securities	Spouse	N/A	Interest/Capital Gains $1,001 - $2,500
San Fran CA CY-CO Pub San Francisco, CA, US	Gov. Securities	Spouse	N/A	Interest/Capital Gains $1,001 - $2,500
Aflac Inc Com(AFL)	Stocks	Spouse	$1,001 - $15,000	Dividends/Capital Gains $1,001 - $2,500
Amazon.com Inc.(AMZN)	Stocks	Self	$1,001 - $15,000	None
Apple Inc.(AAPL)	Stocks	Spouse	$1,001 - $15,000	Capital Gains $2,501 - $5,000
Becton Dickinson Co.(BDX)	Stocks	Spouse	$1,001 - $15,000	Dividends $1 - $200
Caterpillar Inc. Del(CAT)	Stocks	Spouse	$1,001 - $15,000	Dividends/Capital Gains $1,001 - $2,500
Cisco Systems Inc.(CSCO)	Stocks	Spouse	$1,001 - $15,000	None
Cliffs Natural Resources Inc.(CLF)	Stocks	Spouse	$1,001 - $15,000	Dividends $1 - $200
ConocoPhillips(COP)	Stocks	Spouse	$1,001 - $15,000	Dividends $1 - $200
Costco Wholesale Corp(COST)	Stocks	Spouse	$1,001 - $15,000	Dividends/Capital Gains $1,001 - $2,500
Disney (Walt) Co. Com Stk(DIS)	Stocks	Spouse	$1,001 - $15,000	None
Devon Energy Corp New(DVN)	Stocks	Spouse	$1,001 - $15,000	Dividends/Capital Gains $201 - $1,000
Emerson Elec Co(EMR)	Stocks	Spouse	$1,001 - $15,000	Dividends/Capital Gains $1,001 - $2,500
First Solar Inc.(FSLR)	Stocks	Spouse	$1,001 - $15,000	None
General Mills(GIS)	Stocks	Spouse	$1,001 - $15,000	None
Google Inc. Cl A(GOOGL)	Stocks	Spouse	$1,001 - $15,000	Dividends/Capital Gains $1,001 - $2,500
HCP Inc.	Stocks	Spouse	$1,001 - $15,000	Dividends/Capital Gains $201 - $1,000
JPMorgan Chase & Co.(JPM)	Stocks	Spouse	$1,001 - $15,000	Dividends $1 - $200
Johnson & Johnson(JNJ)	Stocks	Spouse	$1,001 - $15,000	Dividends/Capital Gains $201 - $1,000
McDonalds Corp Com(MCD)	Stocks	Spouse	$1,001 - $15,000	Dividends/Capital Gains $201 - $1,000
Microsoft Corp(MSFT)	Stocks	Spouse	$1,001 - $15,000	None
Oracle Corp $0.01 Del(ORCL)	Stocks	Spouse	$1,001 - $15,000	Dividends $1 - $200
Peabody Energy Corp Com(BTU)	Stocks	Spouse	$1,001 - $15,000	Dividends/Capital Gains $1,001 - $2,500
PG&E Corp(PCG)	Stocks	Self	N/A	None
Praxair Inc.(PX)	Stocks	Spouse	$1,001 - $15,000	Dividends/Capital Gains $201 - $1,000
Procter & Gamble(PG)	Stocks	Spouse	$1,001 - $15,000	Dividends $201 - $1,000
Sandisk Corp Inc(SNDK)	Stocks	Spouse	$1,001 - $15,000	None
Schlumberger Ltd(SLB)	Stocks	Spouse	$1,001 - $15,000	Dividends $1 - $200
Target Corp Com(TGT)	Stocks	Spouse	$1,001 - $15,000	Dividends $1 - $200
3M Company(MMM)	Stocks	Self	N/A	Dividends/Capital Gains $1,001 - $2,500
United Parcel Service Cl B(UPS)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
United Technologies Corp Com(UTX)	Stocks	Self	$1,001 - $15,000	None
US Bancorp (New)(USB)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Verizon Communications Com(VZ)	Stocks	Self	N/A	Dividends $201 - $1,000
Transocean Ltd(RIG)	Stocks	Self	N/A	Capital Gains $201 - $1,000
Merrill Lynch CMA - IRA	Retirement & Pension	Self	$1,001 - $15,000	Interest $1 - $200
Federal Home Loan Bank Bonds 04.625% Oct 16, 2013	Gov. Securities	Self	$15,001 - $50,000	Interest $1,001 - $2,500
Federal Farm Credit Bank Notes 04.875% Dec 16, 2013	Gov. Securities	Self	$15,001 - $50,000	Interest $201 - $1,000
Federal Farm Credit Bank Bonds 04.750% Dec 16, 2014	Gov. Securities	Self	$15,001 - $50,000	Interest $201 - $1,000
Federal Home Loan Bank Bonds 04.750% Dec 18, 2014	Gov. Securities	Self	N/A	Capital Gains $2,501 - $5,000
Federal Home Loan Bank Bonds 05.375% May 18, 2016	Gov. Securities	Self	N/A	Capital Gains $201 - $1,000
Bank of America Feb 18 2011 - IRA(BAC)	Stocks	Self	N/A	Capital Gains $201 - $1,000
JP Morgan Chase & Co. - IRA(JPM)	Stocks	Self	$15,001 - $50,000	Dividends $201 - $1,000
AFLAC Inc. (IRA)(AFL)	Retirement & Pension	Spouse	$1,001 - $15,000	Dividends/Capital Gains $201 - $1,000
Amazon.com Inc. (IRA)(AMZN)	Retirement & Pension	Spouse	$1,001 - $15,000	None
Apple Inc. (IRA)(AAPL)	Retirement & Pension	Spouse	$1,001 - $15,000	Capital Gains $201 - $1,000
Becton, Dickinson and Co. (IRA)(BDX)	Retirement & Pension	Spouse	$1,001 - $15,000	Dividends $1 - $200
Caterpillar Inc. (IRA)(CAT)	Retirement & Pension	Spouse	$1,001 - $15,000	Dividends $1 - $200
Cisco Systems Inc. (IRA)(CSCO)	Retirement & Pension	Self	$1,001 - $15,000	None
EOG Resources Inc. (IRA)(EOG)	Retirement & Pension	Self	$1,001 - $15,000	Dividends $1 - $200
ConocoPhillips (IRA)(COP)	Retirement & Pension	Self	$1,001 - $15,000	Dividends $201 - $1,000
Costco Wholesale Corp. (IRA)(COST)	Retirement & Pension	Spouse	$1,001 - $15,000	Dividends/Capital Gains $1,001 - $2,500
Walt Disney Co. (IRA)(DIS)	Retirement & Pension	Self	$1,001 - $15,000	Dividends $1 - $200
Emerson Electric Co. (IRA)(EMR)	Retirement & Pension	Spouse	$1,001 - $15,000	Dividends/Capital Gains $201 - $1,000
First Solar Inc. (IRA)(FSLR)	Retirement & Pension	Self	$1,001 - $15,000	None
Google Inc. Class A (IRA)(GOOGL)	Retirement & Pension	Self	$1,001 - $15,000	None
HCP Inc. (IRA)(HCP)	Retirement & Pension	Joint	$1,001 - $15,000	Dividends/Capital Gains $201 - $1,000
Johnson & Johnson(JNJ)	Stocks	Self	$1,001 - $15,000	Dividends $201 - $1,000
JPMorgan Chase & Co.(JPM)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
McDonald's Corp.(MCD)	Stocks	Self	$1,001 - $15,000	Dividends $201 - $1,000
Microsoft Corp.(MSFT)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Oracle Corp.(ORCL)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Peabody Energy Corp.(BTU)	Stocks	Self	$1,001 - $15,000	Dividends/Capital Gains $201 - $1,000
Praxair Inc.(PX)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Procter & Gamble Co.(PG)	Stocks	Self	$1,001 - $15,000	Dividends $201 - $1,000
SanDisk Corp.(SNDK)	Stocks	Self	$1,001 - $15,000	None
Schlumberger Ltd.(SLB)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Target Corp.(TGT)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
United Parcel Service Class B(UPS)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
United Technologies Corp.(UTX)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
U.S. Bancorp(USB)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
3M Company - IRA(MMM)	Retirement & Pension	Self	N/A	Capital Gains $201 - $1,000
PG&E Corp - IRA(PCG)	Retirement & Pension	Self	N/A	Capital Gains $201 - $1,000
Exxon Mobil Corp Com - IRA(XOM)	Retirement & Pension	Self	N/A	Capital Gains $201 - $1,000
General Mills Inc - IRA(GIS)	Retirement & Pension	Self	N/A	Capital Gains $1,001 - $2,500
Transocean Ltd - IRA(RIG)	Retirement & Pension	Self	N/A	Capital Gains $201 - $1,000

Liabilities (1)

Creditor	Type	Amount	Rate	Term
Wells Fargo Bank NA	mortgage	$250,001 - $500,000	—	—

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).