Rodney P. Frelinghuysen Net Worth & Financial Disclosure

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Annual financial disclosure for 2013, filed May 15, 2013. Includes 208 assets.

Year:

2013 2012 2011 2010 2009 2008

Est. Net Worth

$116.9M

2013 annual disclosure

Total Assets

$88.9M - $144.8M

208 assets

Total Liabilities

0 liabilities

Total Trades

727

From PTR filings

Trade Volume

$75.9M

Midpoint of disclosed ranges

Net Worth Over Time

Show data table

Period	Est. net worth
2008	$57.7M
2009	$63.2M
2010	$70.4M
2011	$48.3M
2012	$92.1M
2013	$116.9M

Assets by Category

Stocks$87.3M (130)

Mutual Funds$20.2M (40)

Bank & Cash$3.2M (4)

ETFs$3.2M (19)

Real Estate$1.1M (2)

LLC / Partnership$750K (2)

Insurance$750K (1)

Gov. Securities$375K (4)

Retirement & Pension$65K (6)

Top Stock Holdings (from trades)

Procter & Gamble Co.PG

$2.7M

Microsoft Corp.MSFT

$1.5M

All Assets (208)

Asset	Type	Owner	Value	Income
Johnson & Johnson(JNJ)	Stocks	Self	$1,000,001 - $5,000,000	Dividends $50,001 - $100,000
Pall Corp.(PLL)	Stocks	Self	$500,001 - $1,000,000	Dividends $5,001 - $15,000
Peapack Gladstone Financial Corp.(PGC)	Stocks	Self	$250,001 - $500,000	Dividends $2,501 - $5,000
Procter & Gamble Co.(PG)	Stocks	Self	$5,000,001 - $25,000,000	Dividends $100,001 - $1,000,000
International Business Machines(IBM)	Stocks	Self	$5,000,001 - $25,000,000	Dividends $50,001 - $100,000
Eli Lilly & Co.(LLY)	Stocks	Self	$500,001 - $1,000,000	Dividends $15,001 - $50,000
Broadcom Communications Systems, Inc.(BRCM)	Stocks	Self	$1 - $1,000	None
Peapack Gladstone Bank	Bank & Cash	Self	$1,000,001 - $5,000,000	Interest $1,001 - $2,500
JP Morgan Chase Bank	Bank & Cash	Self	$100,001 - $250,000	Interest $201 - $1,000
Congressional Federal Credit Union	Bank & Cash	Self	$15,001 - $50,000	Interest $201 - $1,000
Merck & Co., Inc.(MRK)	Stocks	Self	$250,001 - $500,000	Dividends $5,001 - $15,000
JP Morgan Funds	Mutual Funds	Self	$15,001 - $50,000	Dividends $1 - $100
Prime Money Market Fund	Mutual Funds	Self	$1 - $1,000	Dividends $1 - $100
Abbott Laboratories(ABT)	Stocks	Self	$500,001 - $1,000,000	Dividends $15,001 - $50,000
Emerson Electric Co.(EMR)	Stocks	Self	$500,001 - $1,000,000	Dividends $5,001 - $15,000
Exxon Mobil Corp.(XOM)	Stocks	Self	$250,001 - $500,000	Dividends $15,001 - $50,000
Schlumberger LTD(SLB)	Stocks	Self	$250,001 - $500,000	Dividends $5,001 - $15,000
Wells Fargo & Co. (NEW)(WFC)	Stocks	Self	$250,001 - $500,000	Dividends $5,001 - $15,000
BG Group PLC(BRGYY)	Stocks	Self	$250,001 - $500,000	Dividends $2,501 - $5,000
Nestle SA Sponsored ADR(NSRGY)	Stocks	Self	$250,001 - $500,000	Dividends $5,001 - $15,000
Chicago Bridge & Iron Co.(CBI)	Stocks	Self	$250,001 - $500,000	Dividends $1,001 - $2,500
Schwab U.S. Treasury Money Fund	Mutual Funds	Self	$250,001 - $500,000	Dividends $201 - $1,000
Varian Medical Systems, Inc.(VAR)	Stocks	Self	$250,001 - $500,000	None
Denbury Resources, Inc.(DNR)	Stocks	Self	$250,001 - $500,000	None
Union Pacific Corp.(UNP)	Stocks	Self	$250,001 - $500,000	Dividends $2,501 - $5,000
Laboratory Corp. of America(LH)	Stocks	Self	$100,001 - $250,000	None
Vanguard Natural Resources(VNR)	Stocks	Self	N/A	Dividends
Berkshire Hathaway CL B(BRK.B)	Stocks	Self	N/A	None
Google, Inc. CL A(GOOGL)	Stocks	Self	N/A	None
Coca Cola Company(KO)	Stocks	Self	N/A	Dividends
Devon Energy Corp.(DVN)	Stocks	Self	N/A	Dividends
Royal Dutch Shell(RDS.A)	Stocks	Self	N/A	Dividends
John Wiley & Son CL A(JW.A)	Stocks	Self	N/A	Dividends
Third Avenue Focused (TFCIX)	Mutual Funds	Self	N/A	Dividends
iShares MSCI Emerging Markets Index(EEM)	ETFs	Self	N/A	Dividends
Chevron Corp.(CVX)	Stocks	Self	N/A	Dividends
ABB Ltd ADR(ABB)	Stocks	Self	N/A	Dividends/Capital Gains
TJX Co. Inc.(TJX)	Stocks	Self	N/A	Dividends
Medco Health Solutions, Inc.(MHS)	Stocks	Self	N/A	Capital Gains
Celgene Corp.(CELG)	Stocks	Self	N/A	None
Cisco Systems, Inc.(CSCO)	Stocks	Self	N/A	Dividends
First Eagle Gold Fund Cl A	Mutual Funds	Self	N/A	Dividends
Illinois Tool Works(ITW)	Stocks	Self	N/A	Dividends
Brookfield Asset Mgmt CLA(BAM)	Stocks	Self	N/A	Dividends
Fed Ex Corp.(FDX)	Stocks	Self	N/A	Dividends
SPDR MSCI ACWI ex US (IRA)(CWI)	Retirement & Pension	Self	N/A	Dividends
Schwab Govt Money Market (IRA)	Retirement & Pension	Self	N/A	Dividends
Newmont Mining(NEM)	Stocks	Self	N/A	Dividends
U.S. T-Note 1% due 8/31/12	Gov. Securities	Self	N/A	Interest
U.S. T-Note 3.75% due 8/31/19	Gov. Securities	Self	N/A	Interest
U.S. T-Note 5.625% due 2/15/13	Gov. Securities	Self	N/A	Interest
993 Acres unimproved land Frelinghuysen Twp, NJ, US	Real Estate	Self	$500,001 - $1,000,000	None
8.8 undivided interest in 358 acres unimproved land Stockbridge, MA, US	Real Estate	Self	$250,001 - $500,000	None
Interest in Rattlesnake Mountain, LLC Rental Home Stockbridge, MA, US	LLC / Partnership	Self	$500,001 - $1,000,000	Rent
Pacific Life - Whole Life Insurance	Insurance	Self	$500,001 - $1,000,000	None
Merck & Co., Inc.(MRK)	Stocks	Self	N/A	DIV/GAIN
Procter & Gamble Co.(PG)	Stocks	Self	N/A	DIV/GAIN
Deutsche Bank Trs Co Tax Free Income Fund	Mutual Funds	Self	N/A	DIV
Deutsche Bank Trust Money Market Account	Bank & Cash	Self	N/A	INT
Cisco Systems, Inc.(CSCO)	Stocks	Self	N/A	DIV
Intel Corp.(INTC)	Stocks	Self	N/A	DIV
Microsoft Corp.(MSFT)	Stocks	Self	N/A	DIV
Pfizer(PFE)	Stocks	Self	N/A	DIV/GAIN
General Electric Co.(GE)	Stocks	Self	N/A	DIV
Noble Corp. ORD(NE)	Stocks	Self	$50,001 - $100,000	Dividends/Capital Gains
Medco Health Solutions(MHS)	Stocks	Self	$1 - $15,000	Capital Gains
iShares Trust MSCI EAFE Index Fund(EFA)	ETFs	Self	$250,001 - $500,000	Dividends
SPDR Trust Unit Series 1 Standard & Poor's Depositary Receipt(SPY)	ETFs	Self	$500,001 - $1,000,000	Dividends
Express Scripts Holding Co.(ESRX)	Stocks	Self	$100,001 - $250,000	Capital Gains
Apple, Inc.(AAPL)	Stocks	Self	$50,001 - $100,000	Dividends/Capital Gains
Vanguard High Dividend Yield ETF(VYM)	ETFs	Self	$100,001 - $250,000	Dividends
Abbott Laboratories(ABT)	Stocks	Self	$250,001 - $500,000	Dividends $15,001 - $50,000
Bristol Myers Squibb Co.(BMY)	Stocks	Self	$250,001 - $500,000	Dividends $5,001 - $15,000
Moody's Corp.(MCO)	Stocks	Self	$50,001 - $100,000	Dividends $1,001 - $2,500
Gannett Co., Inc.(GCI)	Stocks	Self	$15,001 - $50,000	Dividends $1,001 - $2,500
H. J. Heinz Company(HNZ)	Stocks	Self	$50,001 - $100,000	Dividends $2,501 - $5,000
PepsiCo, Inc.(PEP)	Stocks	Self	$250,001 - $500,000	Dividends $15,001 - $50,000
Procter & Gamble Co.(PG)	Stocks	Self	$50,000,001+	Dividends $1,000,001+
Lowe's Corp.(LOW)	Stocks	Self	$500,001 - $1,000,000	Dividends $2,501 - $5,000
Motorola Solutions, Inc.(MSI)	Stocks	Self	$50,001 - $100,000	Dividends $1,001 - $2,500
CSX Corporation(CSX)	Stocks	Self	$250,001 - $500,000	Dividends $5,001 - $15,000
AT&T, Inc.(T)	Stocks	Self	$50,001 - $100,000	Dividends $2,501 - $5,000
Alcatel-Lucent ADR(ALU)	Stocks	Self	$1,001 - $15,000	None
Daily Income Fund	Mutual Funds	Self	$5,000,001 - $25,000,000	Interest $201 - $1,000
American Express Co.(AXP)	Stocks	Self	$100,001 - $250,000	Dividends $2,501 - $5,000
McGraw-Hill Cos., Inc.(MHP)	Stocks	Self	$250,001 - $500,000	Dividends $15,001 - $50,000
Sherwin Williams Co.(SHW)	Stocks	Self	$500,001 - $1,000,000	Dividends $5,001 - $15,000
Dun & Bradstreet Corp., NEW(DNB)	Stocks	Self	$50,001 - $100,000	Dividends $1,001 - $2,500
Zimmer Holdings, Inc.(ZMH)	Stocks	Self	$250,001 - $500,000	Dividends $5,001 - $15,000
Smucker, J.M. Co.(SJM)	Stocks	Self	$15,001 - $50,000	Dividends $1,001 - $2,500
Comcast Corp. New Cl A(CMCSA)	Stocks	Self	$15,001 - $50,000	None
Hospira, Inc.(HSP)	Stocks	Self	$50,001 - $100,000	Dividends $1,001 - $2,500
Ameriprise Financial, Inc.(AMP)	Stocks	Self	$1 - $1,000	None
Motorola Mobility Hldgs, Inc.(MMI)	Stocks	Self	$5,000,001 - $25,000,000	None
Home Depot, Inc.(HD)	Stocks	Spouse	N/A	Dividends/Capital Gains
Coca Cola Co.(KO)	Stocks	Spouse	N/A	Dividends/Capital Gains
PepsiCo, Inc.(PEP)	Stocks	Spouse	N/A	Dividends
Altria Group, Inc.(MO)	Stocks	Spouse	N/A	Dividends/Capital Gains
Procter & Gamble Co.(PG)	Stocks	Spouse	N/A	Dividends/Capital Gains
General Electric Co.(GE)	Stocks	Spouse	N/A	Dividends/Capital Gains
Emerson Electric Co.(EMR)	Stocks	Self	N/A	DIV
Parker-Hannifin Corp.(PH)	Stocks	Self	N/A	DIV
Hewlett-Packard(HPQ)	Stocks	Self	N/A	DIV/GAIN
International Business Machines(IBM)	Stocks	Self	N/A	DIV
Microsoft Corp.(MSFT)	Stocks	Self	N/A	DIV/GAIN
Exxon Mobil Corp(XOM)	Stocks	Self	N/A	DIV
Royal Dutch Shell PLC ADR(RDS.A)	Stocks	Self	N/A	DIV/GAIN
Union Pacific Corp.(UNP)	Stocks	Self	N/A	DIV
JP Morgan Chase & Co.(JPM)	Stocks	Self	N/A	DIV
Oakmark Intl Fund Cl I	Mutual Funds	Self	N/A	DIV/GAIN
Yum Brands, Inc.(YUM)	Stocks	Self	N/A	DIV/GAIN
Public Storage, Inc.(PSA)	Stocks	Self	N/A	DIV/GAIN
Johnson & Johnson(JNJ)	Stocks	Self	N/A	DIV/GAIN
Stereotaxis, Inc.(STXS)	Stocks	Self	$250,001 - $500,000	GAIN $15,001 - $50,000
Colgate-Palmolive Co.(CL)	Stocks	Self	$100,001 - $250,000	DIV $2,501 - $5,000
Diageo PLC ADR(DEO)	Stocks	Self	$50,001 - $100,000	DIV $1,001 - $2,500
Apache Corp.(APA)	Stocks	Self	$50,001 - $100,000	DIV $1,001 - $2,500
Sussex Cty NJ - Cty College 3.5% due 9/01/2013 Sussex County, NJ, US	Gov. Securities	Self	$250,001 - $500,000	INT $5,001 - $15,000
VMA AC TR Fund III LP	Retirement & Pension	Self	$15,001 - $50,000	NONE $1 - $200
iShares Barclays 1-3 Yr Credit Bond(CSJ)	ETFs	Self	$250,001 - $500,000	INT $5,001 - $15,000
Templeton Global Bond Fund Advisor CL	Mutual Funds	Self	$500,001 - $1,000,000	DIV $50,001 - $100,000
Philip Morris Int'l(PM)	Stocks	Self	$250,001 - $500,000	DIV/GAIN $50,001 - $100,000
National Oilwell VARCO, Inc.(NOV)	Stocks	Self	$50,001 - $100,000	DIV $1,001 - $2,500
SPDR Gold Trust(GLD)	ETFs	Self	$250,001 - $500,000	NONE $1 - $200
Allianz NFJ Intl Value Fund	Mutual Funds	Self	$250,001 - $500,000	DIV/GAIN $15,001 - $50,000
Absolute Strategies Fund Instl	Mutual Funds	Self	$500,001 - $1,000,000	DIV $201 - $1,000
VIMAC IT III Amer Fund	Retirement & Pension	Self	$15,001 - $50,000	None
Dreyfus Gov't Cash Mgmt Instl SHS	Mutual Funds	Self	$100,001 - $250,000	Dividends $201 - $1,000
State Street Corp.(STT)	Stocks	Self	$15,001 - $50,000	Dividends/Capital Gains $1,001 - $2,500
U.S. Bancorp(USB)	Stocks	Self	$50,001 - $100,000	Dividends $1,001 - $2,500
iShares MSCI Emerging Markets Index Fund(EEM)	ETFs	Self	$250,001 - $500,000	Dividends $2,501 - $5,000
Thomas White Intl Fund	Mutual Funds	Self	$250,001 - $500,000	Dividends/Capital Gains $15,001 - $50,000
Thornburg Intl Value Fund I	Mutual Funds	Self	$250,001 - $500,000	Dividends $2,501 - $5,000
WisdomTree Intl Real Estate Index ETF(DRW)	ETFs	Self	$100,001 - $250,000	Dividends $5,001 - $15,000
Hussman Strategic Growth Fund	Mutual Funds	Self	$100,001 - $250,000	Dividends $2,501 - $5,000
Curb Corp.	Stocks	Self	$50,001 - $100,000	Dividends $1,001 - $2,500
Analog Devices(ADI)	Stocks	Self	$50,001 - $100,000	Dividends $1,001 - $2,500
Exelon Corp.(EXC)	Stocks	Self	$15,001 - $50,000	Dividends $1,001 - $2,500
Franklin Int'l Small Cap Growth Adv	Mutual Funds	Self	N/A	Dividends
Torolise Energy Infrastructure Corp.	Stocks	Self	N/A	Dividends
iShares Barclays 1-3yr Treasury Bond ETF(SHY)	ETFs	Self	N/A	Interest/Gain
Aspen Managed Futures Strategy Fund I	Mutual Funds	Self	N/A	None
Princeton Futures Strategy Fund I	Mutual Funds	Self	N/A	Dividends
Pimco Enhanced Short Term Maturity ETF(MINT)	ETFs	Self	N/A	Interest
Dreyfus Int'l Bond I	Mutual Funds	Self	N/A	Interest
Google Inc Cl A(GOOGL)	Stocks	Self	N/A	None
Vanguard REIT Index ETF(VNQ)	ETFs	Self	N/A	Dividends
Merger Fund	Mutual Funds	Self	N/A	Dividends
Lyxis Long/Short Equity Fund	Mutual Funds	Self	N/A	Dividends
VIMAC NMS LP	LLC / Partnership	Self	N/A	None
J P Morgan Chase & Co.(JPM)	Stocks	Spouse	N/A	Dividends
Coca Cola Co.(KO)	Stocks	Spouse	N/A	Dividends
Altria Group Inc.(MO)	Stocks	Spouse	N/A	Dividends/Capital Gains
Abbott Labs(ABT)	Stocks	Spouse	N/A	Dividends/Capital Gains
Johnson & Johnson(JNJ)	Stocks	Spouse	N/A	Dividends/Capital Gains
Emerson Electric(EMR)	Stocks	Spouse	N/A	Dividends
General Electric Co.(GE)	Stocks	Self	N/A	DIV
Exxon Mobil Corp.(XOM)	Stocks	Self	N/A	DIV
AT&T, Inc. (new)(T)	Stocks	Self	N/A	DIV
Gabelli Intl Fund Cl A	Mutual Funds	Self	N/A	DIV/GAIN
Templeton Global Bond Fund	Mutual Funds	Self	N/A	INT
Procter & Gamble Co.(PG)	Stocks	Self	N/A	DIV/GAIN
Novartis AG ADR(NVS)	Stocks	Self	N/A	DIV/GAIN
Absolute Strategies Fund Int'l	Mutual Funds	Self	N/A	DIV
iShares Barclays 1-3yr Credit Bond(CSJ)	ETFs	Self	N/A	INT
Philip Morris Intl(PM)	Stocks	Self	N/A	DIV/GAIN
Apache Corp.(APA)	Stocks	Self	N/A	DIV
Royal Dutch Shell PLC ADR(RDS.A)	Stocks	Self	N/A	DIV/GAIN
Schlumberger LTD(SLB)	Stocks	Self	$50,001 - $100,000	Dividends $1,001 - $2,500
SPDR Gold Trust(GLD)	ETFs	Self	$250,001 - $500,000	Dividends $1 - $200
Allianz NFJ International Value Fund	Mutual Funds	Self	$250,001 - $500,000	Dividends/Capital Gains $15,001 - $50,000
Thomas White International Fund CL I (Formerly Thomas White International Fund)	Mutual Funds	Self	$250,001 - $500,000	Dividends/Capital Gains $2,501 - $5,000
Hussman Strategic Growth Fund(HSGFX)	Mutual Funds	Self	$1 - $1,000	Dividends/Capital Gains $15,001 - $50,000
Leuthold Core Investment Fund Instl Cl(LCRIX)	Mutual Funds	Self	$50,001 - $100,000	Dividends $1,001 - $2,500
Dreyfus Govt Cash Mgmt Instl SHS	Mutual Funds	Self	$250,001 - $500,000	Dividends $1 - $200
Vanguard Short-Term Tax Exempt Fund(VWSTX)	Mutual Funds	Self	$100,001 - $250,000	Dividends $1,001 - $2,500
Express Scripts Holding Co. (Formerly Express Scripts, Inc.)(ESRX)	Stocks	Self	$50,001 - $100,000	Capital Gains $5,001 - $15,000
Apple, Inc.(AAPL)	Stocks	Self	$250,001 - $500,000	Dividends/Capital Gains $15,001 - $50,000
Google, Inc. CL A(GOOGL)	Stocks	Self	$100,001 - $250,000	None
S & P North American Tech Software Index Fund	Mutual Funds	Self	N/A	DIV
iShares MSCI EAFE Index Fund(EFA)	ETFs	Self	N/A	DIV/GAIN
Thornburg Intl Value Fund I	Mutual Funds	Self	N/A	DIV/GAIN
WisdomTree Global ex-US Real Estate Fund (formerly WisdomTree Intl Real Estate Index ETF)(DRW)	ETFs	Self	N/A	DIV
U.S. Bancorp(USB)	Stocks	Self	N/A	DIV
Wal-Mart Stores, Inc.(WMT)	Stocks	Self	N/A	DIV/GAIN
Chevron Corp.(CVX)	Stocks	Self	N/A	DIV
Occidental Petroleum Corp(OXY)	Stocks	Self	N/A	DIV
Citibank Corp.(C)	Stocks	Self	N/A	DIV
3M Company(MMM)	Stocks	Self	N/A	DIV
Expeditors Intl of Washington, Inc.(EXPD)	Stocks	Self	N/A	DIV
Analog Devices(ADI)	Stocks	Self	N/A	DIV/GAIN
Exelon Corp.(EXC)	Stocks	Self	N/A	DIV
Frontegra Nebels Small Cap Value Instl	Mutual Funds	Self	N/A	DIV
Walthausen Small Cap Value Fund	Mutual Funds	Self	N/A	DIV/GAIN
Franklin Intl Small Cap Growth Adv	Mutual Funds	Self	N/A	DIV
Vanguard Energy Muts Index ETF(VDE)	ETFs	Self	N/A	DIV
Tortoise Energy Infrastructure Corp.(TYG)	Stocks	Self	N/A	DIV
iShares Barclays 1-3 Yr Treas Bond ETF(SHY)	ETFs	Self	N/A	INT
Union Pacific Corp.(UNP)	Stocks	Self	N/A	DIV
Aspen Managed Futures Strategy Fund I	Retirement & Pension	Self	N/A	NONE
Princeton Futures Strategy Fund I	Retirement & Pension	Self	N/A	DIV
Pimco Enhanced Short Term Maturity ETF(MINT)	ETFs	Self	N/A	DIV
Dreyfus Intl Bond I	Mutual Funds	Self	N/A	DIV
Matthews Asian Growth & Income	Mutual Funds	Self	N/A	DIV
Matthews Pacific Tiger Fund Instl	Mutual Funds	Self	$50,001 - $100,000	Dividends $201 - $1,000
Vanguard REIT Index ETF	ETFs	Self	$100,001 - $250,000	Dividends $1,001 - $2,500
Pyramis Long/Short Equity Fund	Mutual Funds	Self	$100,001 - $250,000	Dividends $2,501 - $5,000
Tortoise MLP Fund	Mutual Funds	Self	$100,001 - $250,000	Dividends $1 - $200

Trading Sector Allocation (from PTR trades)

Healthcare$2.3M

Energy$2.4M

Technology$2.1M

Manufacturing$489K

Industrials$2.1M

Consumer Defensive$5.9M

Basic Materials$1.4M

Financial Services$4.8M

Real Estate$963K

Communication Services$490K

Insurance$331K

Utilities$390K

Consumer Cyclical$498K

Banking$41K

Retail Trade$33K

Construction$600K

Rodney P. Frelinghuysen trades Wealthiest members Most active traders NJ 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).