MARY JO KILROY
MARY JO KILROY Net Worth & Financial Disclosure
houseAnnual financial disclosure for 2011, filed February 8, 2012. Includes 53 assets and 2 liabilities.
Est. Net Worth
$943K
2011 annual disclosure
Total Assets
$835K - $2.1M
53 assets
Total Liabilities
$350K - $750K
2 liabilities
Total Trades
86
From PTR filings
Trade Volume
$2.5M
Midpoint of disclosed ranges
Net Worth Over Time
Show data table
| Period | Est. net worth |
|---|---|
| 2009 | $4.4M |
| 2009 | $2M |
| 2010 | $2.3M |
| 2011 | $943K |
Assets by Category
Stocks$695K (21)
Mutual Funds$537K (17)
ETFs$108K (2)
Real Estate$98K (3)
Bank & Cash$33K (4)
Retirement & Pension$16K (5)
Gov. Securities$8K (1)
Top Stock Holdings (from trades)
All Assets (53)
| Asset | Value |
|---|---|
Bank of America Checking Account | N/A |
Bank of America Savings Account | N/A |
Contra Costa Federal Credit Union | N/A |
California Teachers Retirement System California, US | N/A |
California Public Employees Retirement System California, US | N/A |
| N/A | |
Invesco Van Kampen | N/A |
| N/A | |
Contra Costa County Retirement Contra Costa County, CA, US | N/A |
Harbert Bond Fund | $50,001 - $100,000 |
Harbert European Growth Fund | $50,001 - $100,000 |
The Timothy Plan | $50,001 - $100,000 |
Vanguard FTSE Fund | $50,001 - $100,000 |
Virtus Gordon Fund | $50,001 - $100,000 |
| $50,001 - $100,000 | |
| $50,001 - $100,000 | |
| $50,001 - $100,000 | |
Alabama Power Company | $50,001 - $100,000 |
| $50,001 - $100,000 | |
1/2 Interest in SW 1/4 4-14-4 Marion County, AL, US | $15,001 - $50,000 |
1/2 Interest in NW 1/4 14-14-4 Marion County, AL, US | $15,001 - $50,000 |
Ameritrade - Managed IRA | $1,001 - $15,000 |
Ameritrade - Dividend Growth Fund | $1,001 - $15,000 |
Ameritrade - Dividend Growth Fund #2 | $1,001 - $15,000 |
Ameritrade - 2nd IRA | $1,001 - $15,000 |
Diamond Hill Fund | $1,001 - $15,000 |
Diamond Hill Fund #2 | $1,001 - $15,000 |
Diamond Hill Fund #3 | $1,001 - $15,000 |
Spartan 500 Index | $1,001 - $15,000 |
Putnam Voyager | $1,001 - $15,000 |
Hartford Capital Appreciation | $1,001 - $15,000 |
| $1,001 - $15,000 | |
| $1,001 - $15,000 | |
| $1,001 - $15,000 | |
State of Iowa Iowa, US | $1,001 - $15,000 |
| $1,001 - $15,000 | |
| $1,001 - $15,000 | |
| $1,001 - $15,000 | |
| $1,001 - $15,000 | |
| $1,001 - $15,000 | |
| $1,001 - $15,000 | |
Senate Federal Credit Union (Checking Account) | $15,001 - $50,000 |
Woodgrove Land | $15,001 - $50,000 |
| $50,001 - $100,000 | |
| $50,001 - $100,000 | |
| $15,001 - $50,000 | |
| $15,001 - $50,000 | |
Goldman Sachs Fund | $15,001 - $50,000 |
Vanguard 500 Index Fund | $50,001 - $100,000 |
Washington Post | $15,001 - $50,000 |
iShares Barclays TIPS Bond Fund | $15,001 - $50,000 |
T. Rowe Price Capital Fund | $15,001 - $50,000 |
Newell Funds | $15,001 - $50,000 |
Liabilities (2)
| Creditor | Type | Amount |
|---|---|---|
| M&T Bank | line of credit | $100,001 - $250,000 |
| PNC Bank | line of credit | $250,001 - $500,000 |
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).