MARY JO KILROY
MARY JO KILROY Net Worth & Financial Disclosure
houseAnnual financial disclosure for 2010, filed August 24, 2010. Includes 60 assets and 1 liabilities.
Est. Net Worth
$2.3M
2010 annual disclosure
Total Assets
$1.5M - $3.8M
60 assets
Total Liabilities
$250K - $500K
1 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$1.5M (38)
Retirement & Pension$656K (9)
Bank & Cash$347K (9)
Stocks$83K (2)
Other$33K (1)
ETFs$0 (1)
Top Stock Holdings (from trades)
All Assets (60)
| Asset | Value |
|---|---|
American Funds Cap Inc Builders Fund | $15,001 - $50,000 |
Harbor Bond Instl | $50,001 - $100,000 |
The Fairhome Fund | $15,001 - $50,000 |
Vanguard Wellesley Income | $50,001 - $100,000 |
| $100,001 - $250,000 | |
Nuveen Saxes Bond Fund Instl Class | $100,001 - $250,000 |
Brokerage Money Market account | $1,001 - $15,000 |
T. Rowe Price Mid-Cap Growth | $50,001 - $100,000 |
Selected American Shares | N/A |
Leuthold Asset Allocation Fund | $15,001 - $50,000 |
FPA Crescent Portfolio Fund | $50,001 - $100,000 |
Hussman Strategic Growth Fund | $15,001 - $50,000 |
Ivy Fund - Asset Strategy Y | $50,001 - $100,000 |
Templeton Global Bond A | $50,001 - $100,000 |
Fidelity U.S. Govt Reserves | N/A |
SunAmerica Trust Co Brokerage Money Market | $1,001 - $15,000 |
Permanent Portfolio Fund | $50,001 - $100,000 |
Vanguard Intermediate Term Municipal Bond Fund | $15,001 - $50,000 |
Vanguard Intermediate Term Tax Free Fund | $15,001 - $50,000 |
Brokerage Money Market | $15,001 - $50,000 |
American Funds Cap Inc Builder Fund | $1,001 - $15,000 |
Brokerage Money Market | $15,001 - $50,000 |
Brokerage Money Market | $1,001 - $15,000 |
Sound Shore Fund | $15,001 - $50,000 |
iShares Tr Index DJ Sel Div INX | N/A |
Harbor Bond Instl | $100,001 - $250,000 |
Artisan Opportunistic Value Fund | $15,001 - $50,000 |
American Funds GR FND of America | $50,001 - $100,000 |
The Fairholme Fund | $15,001 - $50,000 |
Loomis Sayles Bond Fund Retail Class | $50,001 - $100,000 |
Columbia Marsico Focused Eq Fd I | $15,001 - $50,000 |
Ivy Fund-Asset Strategy Y | $100,001 - $250,000 |
Selected American Shares | N/A |
Leuthold Asset Allocation | $15,001 - $50,000 |
Mutual Beacon Z | $50,001 - $100,000 |
Washington Mutual NK FSB Park City, UT CTF 3.7% Park City, UT, US | N/A |
Calvert Short Duration Income Fund - A | $15,001 - $50,000 |
Greenspring Fund | $15,001 - $50,000 |
Masters Select International F | $1,001 - $15,000 |
Templeton Global Bond A | $15,001 - $50,000 |
Fidelity U.S. Govt Reserves | N/A |
Ameritrade Institutional | $100,001 - $250,000 |
County Commissioners Assoc of Ohio Deferred Compensation Plan (not self-directed) Ohio, US | $1,001 - $15,000 |
Ohio Public Employee Retirement System (not self-directed) Ohio, US | $50,001 - $100,000 |
AllianceBern Muni Inc II Ohio Class B Ohio, US | N/A |
Allstate Abner Muni Inc II Ohio Class A | $1,001 - $15,000 |
Barkin, Neff, Hardeman, Allen & Co. Profit Sharing Plan - Dodge and Cox Stock | $15,001 - $50,000 |
Domini Social Equity Fund | $15,001 - $50,000 |
DWS Dreman High Return Equity Class A | N/A |
DWS Large Cap Value Fund A | $1,001 - $15,000 |
DWS Large Cap Value Fund | $1,001 - $15,000 |
IRA - Eaton Vance Fund | $1,001 - $15,000 |
Evergreen Muni Bond Class C | $1,001 - $15,000 |
Fifth Third Bank Accounts | $50,001 - $100,000 |
Huntington National Bank Money Market | $1,001 - $15,000 |
Thornberg International Value Fund R3 | $1,001 - $15,000 |
Transamerica Life Insurance Annuity | $15,001 - $50,000 |
| $1,001 - $15,000 | |
Franklin Templeton World Fund | $50,001 - $100,000 |
| $50,001 - $100,000 |
Liabilities (1)
| Creditor | Type | Amount |
|---|---|---|
| Fifth Third 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).