MARY JO KILROY
MARY JO KILROY Net Worth & Financial Disclosure
houseAnnual financial disclosure for 2009, filed June 15, 2009. Includes 106 assets and 3 liabilities.
Est. Net Worth
$4.4M
2009 annual disclosure
Total Assets
$2.9M - $6.9M
106 assets
Total Liabilities
$310K - $615K
3 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
Mutual Funds$2.3M (56)
Retirement & Pension$1.1M (12)
Bank & Cash$605K (12)
LLC / Partnership$424K (6)
Other$258K (7)
Stocks$141K (12)
ETFs$8K (1)
Top Stock Holdings (from trades)
All Assets (106)
| Asset | Value |
|---|---|
Alliance Bankshares Corp. | $1 - $1,000 |
AllianceBernstein Municipal Income II of Ohio Capital Fund (held in Am. Trust IRA) | $1,001 - $15,000 |
Artisan International Fund (held in IRA) | N/A |
Artisan International Fund (held in Royal Alliance IRA) | $15,001 - $50,000 |
Artisan Opportunistic Value Fund (held in IRA) | $50,000 - $50,000 |
Bank of America, Columbia Cash Reserves (custodian for daughter) | $1,001 - $15,000 |
Bank of America - Fidelity Advisor Short Fixed Income Fund | $15,001 - $50,000 |
Barkin Neff Handelman Advisors | $15,001 - $50,000 |
Barkin Neff Handelman Investment Consulting plan held at Fifth Third Bank | $15,001 - $50,000 |
Barkin, Neff, Handelman, McIntyre & Herbers Columbus, OH, US | $250,001 - $500,000 |
Parnassus Core Equity Fund - Institutional 43202 | $500,001 - $1,000,000 |
DFA US Small Cap Fund (held in IRA) | N/A |
| $1,001 - $15,000 | |
Capital City Energy Fund | $50,001 - $100,000 |
Capital City Energy Group Inc. (Common) | $100,001 - $250,000 |
Capital City Energy Group Inc. (Preferred) | $1,001 - $15,000 |
Capital City Petroleum LP NSA (General Capital City Common) | N/A |
Capital City Petroleum LP Preferred NSA (Converted to Capital City Energy Group Preferred) | N/A |
Capital City Energy Group Preferred | N/A |
Capital City Petroleum WTS | N/A |
Capital Income Builder Class F (held in Royal Alliance Sep) | $15,001 - $50,000 |
Capital Income Builder, Class F | $15,001 - $50,000 |
Capmark Bank Midvale Utah CD Midvale, Utah, US | $50,000 - $50,000 |
Center Financial Corp. Com. | $1,001 - $15,000 |
Columbia Cash Reserves held at Bank of America as custodian for daughter | $1,001 - $15,000 |
Columbia Uncoused Equities Fund Class A | $15,001 - $50,000 |
County Commissioner Association of Idaho (ICMA) deferred compensation plan held at Nationwide Retirement Services 888677240-34000-01 | $15,001 - $50,000 |
Crescent Mineral Corp Com | $1,001 - $15,000 |
Diamond Hill Fds Large Cap Class A | $1,001 - $15,000 |
Diamond Hill Fds Long-Short Fd Cl A | $15,001 - $50,000 |
Diamond Hill fds sm mid cap fd class A | $1,001 - $15,000 |
| $15,001 - $50,000 | |
Dover & Cox International Fund (held in IRA) | N/A |
Dodge and Cox International Stock Fds | $1,001 - $15,000 |
DCM and Cox Stock (Barkan Neff Handelman) | $1,001 - $15,000 |
Meizlish LP Profit Sharing (Barkan Neff Handelman) | $1,001 - $15,000 |
Meizlish LP Stock Fund (Barkan Neff Handelman) | $1,001 - $15,000 |
DWS RREEF Real Return Equity Class A (held in Wells IRA) | $15,001 - $50,000 |
DWS Large Value Fund A (formerly DWS Dreman Value) - DWS IRA | $15,001 - $50,000 |
DWS Trust IRA, DWS Large Cap Value Fund A (formerly DWS Scudder) | $1,001 - $15,000 |
Eaton Vance | $1,001 - $15,000 |
Evergreen Multi Bond Class C (held at AmTrust) | $1,001 - $15,000 |
Clarify Advisor Short Fixed Income Fund (custodian for daughter) | $15,001 - $50,000 |
Fifth Third Bank | $100,001 - $250,000 |
Fifth Third Bank | $15,001 - $50,000 |
| $1,001 - $15,000 | |
Franklin Templeton | $100,001 - $250,000 |
GMAC Bank | $1 - $1,000 |
Growth Fund of America Class F (held in IRA) | N/A |
Growth Fund of America Class F (held in IRA) | $15,001 - $50,000 |
Harbor Bond Fund (held in Royal Alliance IRA) | $50,001 - $100,000 |
Harbor Bond Fund (held in Royal Alliance IRA) | $15,001 - $50,000 |
Harbor Capital Appreciation | $15,001 - $50,000 |
Huntington National Bank Money Market | $1,001 - $15,000 |
iShares Dow Jones Select Dividend Index Fund | $1,001 - $15,000 |
Imperial Capital Bancorp Inc. | $1 - $1,000 |
ING Clarion Global Real Estate Inc. Common Shares of Beneficial Interest (custodian for daughter) | $1,001 - $15,000 |
Ivy Asset Strategy Fund Class Y (held in IRA) | $15,001 - $50,000 |
John Hancock Bank & Thrift Opportunity Fund 1-4 | $1,001 - $15,000 |
Leuthold Asset Allocation Fund (held in IRA) | $15,001 - $50,000 |
Loomis Sayles Bond Fund (held in Royal Alliance IRA) | $1,001 - $15,000 |
Loomis Sayles Bond Fund (held in Royal Alliance IRA) | $50,001 - $100,000 |
Lord Abbett Alpha Strategy Retail Class (held in Royal Alliance IRA) | $50,001 - $100,000 |
Masters Select International Fund | $15,001 - $50,000 |
Masters Select International Fund (held in Royal Alliance IRA) | N/A |
Merger Fund | $15,001 - $50,000 |
Merger Fund (held in Royal Alliance IRA) | N/A |
Alliance R Bernstein Large Cap Growth Fund Class Z (held in Royal Alliance IRA) | $50,001 - $100,000 |
| N/A | |
Nextjay Financial Corp. (sold 1/7/08) | N/A |
Oakmark Select (held in IRA) | N/A |
Ohio Public Employee Retirement System | $50,001 - $100,000 |
Permanent Portfolio Fund | $15,001 - $50,000 |
| $50,001 - $100,000 | |
PIMCO Developing Local Markets Fund Institutional Class | N/A |
PIMCO Developing Local Markets Fund Institutional Class | N/A |
Premier Trust | N/A |
Prime Fund Daily Money Class (held at AmTrust) | $1 - $1,000 |
Prudential CEOGC IRA | N/A |
Royal Alliance IRA (IndyMac BK FS, Pasadena) Pasadena, CA, US | $50,001 - $100,000 |
Royal Alliance IRA (Sunamerica Custodian) | $500,001 - $1,000,000 |
Royal Alliance SEP Account | $15,001 - $50,000 |
Royce Opportunity Fund (held in IRA) | $15,001 - $50,000 |
IBM Employee Retirement System | $1 - $1,000 |
Selected American Shares Class S (IRA) | $15,001 - $50,000 |
Selected American Shares Class S | $1,001 - $15,000 |
Sun Trust Bank | $1,001 - $15,000 |
Sunamerica Cash in Royal Alliance Sep | $15,001 - $50,000 |
Sunamerica Cash Trust Account held at AIG Federal Savings Bank (Royal Alliance IRA) | $50,001 - $100,000 |
Sunamerica Trust Account held at AIG Federal Savings Bank (Royal Alliance IRA) | $100,001 - $250,000 |
T Rowe Price Mid-Cap Growth (held in Royal Alliance IRA) | $15,001 - $50,000 |
TDAM MN Portfolio Class A | $1,001 - $15,000 |
| $1 - $1,000 | |
The Fairhome Fund (held in Royal Alliance IRA) | $15,001 - $50,000 |
The Fairholme Fund (held in Royal Alliance IRA) | $15,001 - $50,000 |
Royal Alliance IRA | $50,001 - $100,000 |
Time Warner Inc Fed Fd 403(b) plan held in CEOGC 403(b) plan | $1,001 - $15,000 |
Transamerica Life Insurance Annuity | N/A |
Tweedy Browne Global Value Fund (held in IRA) | $15,001 - $50,000 |
Tweedy Browne Global Value Fund | $50,001 - $100,000 |
Vanguard Intermediate Term Municipal Bond Fund | $15,001 - $50,000 |
Vanguard Ohio Long Term Tax Exempt Fund | $15,001 - $50,000 |
Vanguard Wellesley Income Fund (held in Royal Alliance IRA) | $15,001 - $50,000 |
Wachovia Securities IRA | $50,001 - $100,000 |
Wash Mut Bk FSB PK City Utah CD (IRA) | $15,001 - $50,000 |
Washington Mutual Com | N/A |
Liabilities (3)
| Creditor | Type | Amount |
|---|---|---|
| IndyMac | other | $50,001 - $100,000 |
| Fifth Third Bank | line of credit | $250,001 - $500,000 |
| Bank of America Mastercard | credit card | $10,001 - $15,000 |
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).