Rodney P. Frelinghuysen
Rodney P. Frelinghuysen Net Worth & Financial Disclosure
houseAnnual financial disclosure for 2013, filed May 15, 2013. Includes 208 assets.
Est. Net Worth
$116.9M
2013 annual disclosure
Total Assets
$88.9M - $144.8M
208 assets
Total Liabilities
$0
0 liabilities
Total Trades
727
From PTR filings
Trade Volume
$75.9M
Midpoint of disclosed ranges
Net Worth Over Time
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)
All Assets (208)
| Asset | Value |
|---|---|
| $1,000,001 - $5,000,000 | |
| $500,001 - $1,000,000 | |
| $250,001 - $500,000 | |
| $5,000,001 - $25,000,000 | |
| $5,000,001 - $25,000,000 | |
| $500,001 - $1,000,000 | |
| $1 - $1,000 | |
Peapack Gladstone Bank | $1,000,001 - $5,000,000 |
JP Morgan Chase Bank | $100,001 - $250,000 |
Congressional Federal Credit Union | $15,001 - $50,000 |
| $250,001 - $500,000 | |
JP Morgan Funds | $15,001 - $50,000 |
Prime Money Market Fund | $1 - $1,000 |
| $500,001 - $1,000,000 | |
| $500,001 - $1,000,000 | |
| $250,001 - $500,000 | |
| $250,001 - $500,000 | |
| $250,001 - $500,000 | |
| $250,001 - $500,000 | |
| $250,001 - $500,000 | |
| $250,001 - $500,000 | |
Schwab U.S. Treasury Money Fund | $250,001 - $500,000 |
| $250,001 - $500,000 | |
| $250,001 - $500,000 | |
| $250,001 - $500,000 | |
| $100,001 - $250,000 | |
| N/A | |
| N/A | |
| N/A | |
| N/A | |
| N/A | |
| N/A | |
| N/A | |
Third Avenue Focused (TFCIX) | N/A |
| N/A | |
| N/A | |
| N/A | |
| N/A | |
| N/A | |
| N/A | |
| N/A | |
First Eagle Gold Fund Cl A | N/A |
| N/A | |
| N/A | |
| N/A | |
| N/A | |
Schwab Govt Money Market (IRA) | N/A |
| N/A | |
U.S. T-Note 1% due 8/31/12 | N/A |
U.S. T-Note 3.75% due 8/31/19 | N/A |
U.S. T-Note 5.625% due 2/15/13 | N/A |
993 Acres unimproved land Frelinghuysen Twp, NJ, US | $500,001 - $1,000,000 |
8.8 undivided interest in 358 acres unimproved land Stockbridge, MA, US | $250,001 - $500,000 |
Interest in Rattlesnake Mountain, LLC Rental Home Stockbridge, MA, US | $500,001 - $1,000,000 |
Pacific Life - Whole Life Insurance | $500,001 - $1,000,000 |
| N/A | |
| N/A | |
Deutsche Bank Trs Co Tax Free Income Fund | N/A |
Deutsche Bank Trust Money Market Account | N/A |
| N/A | |
| N/A | |
| N/A | |
| N/A | |
| N/A | |
| $50,001 - $100,000 | |
| $1 - $15,000 | |
| $250,001 - $500,000 | |
| $500,001 - $1,000,000 | |
| $100,001 - $250,000 | |
| $50,001 - $100,000 | |
| $100,001 - $250,000 | |
| $250,001 - $500,000 | |
| $250,001 - $500,000 | |
| $50,001 - $100,000 | |
| $15,001 - $50,000 | |
| $50,001 - $100,000 | |
| $250,001 - $500,000 | |
| $50,000,001+ | |
| $500,001 - $1,000,000 | |
| $50,001 - $100,000 | |
| $250,001 - $500,000 | |
| $50,001 - $100,000 | |
| $1,001 - $15,000 | |
Daily Income Fund | $5,000,001 - $25,000,000 |
| $100,001 - $250,000 | |
| $250,001 - $500,000 | |
| $500,001 - $1,000,000 | |
| $50,001 - $100,000 | |
| $250,001 - $500,000 | |
| $15,001 - $50,000 | |
| $15,001 - $50,000 | |
| $50,001 - $100,000 | |
| $1 - $1,000 | |
| $5,000,001 - $25,000,000 | |
| N/A | |
| N/A | |
| N/A | |
| N/A | |
| N/A | |
| N/A | |
| N/A | |
| N/A | |
| N/A | |
| N/A | |
| N/A | |
| N/A | |
| N/A | |
| N/A | |
| N/A | |
Oakmark Intl Fund Cl I | N/A |
| N/A | |
| N/A | |
| N/A | |
| $250,001 - $500,000 | |
| $100,001 - $250,000 | |
| $50,001 - $100,000 | |
| $50,001 - $100,000 | |
Sussex Cty NJ - Cty College 3.5% due 9/01/2013 Sussex County, NJ, US | $250,001 - $500,000 |
VMA AC TR Fund III LP | $15,001 - $50,000 |
| $250,001 - $500,000 | |
Templeton Global Bond Fund Advisor CL | $500,001 - $1,000,000 |
| $250,001 - $500,000 | |
| $50,001 - $100,000 | |
| $250,001 - $500,000 | |
Allianz NFJ Intl Value Fund | $250,001 - $500,000 |
Absolute Strategies Fund Instl | $500,001 - $1,000,000 |
VIMAC IT III Amer Fund | $15,001 - $50,000 |
Dreyfus Gov't Cash Mgmt Instl SHS | $100,001 - $250,000 |
| $15,001 - $50,000 | |
| $50,001 - $100,000 | |
| $250,001 - $500,000 | |
Thomas White Intl Fund | $250,001 - $500,000 |
Thornburg Intl Value Fund I | $250,001 - $500,000 |
| $100,001 - $250,000 | |
Hussman Strategic Growth Fund | $100,001 - $250,000 |
Curb Corp. | $50,001 - $100,000 |
| $50,001 - $100,000 | |
| $15,001 - $50,000 | |
Franklin Int'l Small Cap Growth Adv | N/A |
Torolise Energy Infrastructure Corp. | N/A |
| N/A | |
Aspen Managed Futures Strategy Fund I | N/A |
Princeton Futures Strategy Fund I | N/A |
| N/A | |
Dreyfus Int'l Bond I | N/A |
| N/A | |
| N/A | |
Merger Fund | N/A |
Lyxis Long/Short Equity Fund | N/A |
VIMAC NMS LP | N/A |
| N/A | |
| N/A | |
| N/A | |
| N/A | |
| N/A | |
| N/A | |
| N/A | |
| N/A | |
| N/A | |
Gabelli Intl Fund Cl A | N/A |
Templeton Global Bond Fund | N/A |
| N/A | |
| N/A | |
Absolute Strategies Fund Int'l | N/A |
| N/A | |
| N/A | |
| N/A | |
| N/A | |
| $50,001 - $100,000 | |
| $250,001 - $500,000 | |
Allianz NFJ International Value Fund | $250,001 - $500,000 |
Thomas White International Fund CL I (Formerly Thomas White International Fund) | $250,001 - $500,000 |
| $1 - $1,000 | |
| $50,001 - $100,000 | |
Dreyfus Govt Cash Mgmt Instl SHS | $250,001 - $500,000 |
| $100,001 - $250,000 | |
| $50,001 - $100,000 | |
| $250,001 - $500,000 | |
| $100,001 - $250,000 | |
S & P North American Tech Software Index Fund | N/A |
| N/A | |
Thornburg Intl Value Fund I | N/A |
| N/A | |
| N/A | |
| N/A | |
| N/A | |
| N/A | |
| N/A | |
| N/A | |
| N/A | |
| N/A | |
| N/A | |
Frontegra Nebels Small Cap Value Instl | N/A |
Walthausen Small Cap Value Fund | N/A |
Franklin Intl Small Cap Growth Adv | N/A |
| N/A | |
| N/A | |
| N/A | |
| N/A | |
Aspen Managed Futures Strategy Fund I | N/A |
Princeton Futures Strategy Fund I | N/A |
| N/A | |
Dreyfus Intl Bond I | N/A |
Matthews Asian Growth & Income | N/A |
Matthews Pacific Tiger Fund Instl | $50,001 - $100,000 |
Vanguard REIT Index ETF | $100,001 - $250,000 |
Pyramis Long/Short Equity Fund | $100,001 - $250,000 |
Tortoise MLP Fund | $100,001 - $250,000 |
Trading Sector Allocation (from PTR trades)
Consumer Defensive$5.9M
Basic Materials$1.4M
Technology$2.1M
Consumer Cyclical$498K
Energy$2.1M
Industrials$1.8M
Manufacturing$489K
Financial Services$4.3M
Communication Services$490K
Utilities$390K
Real Estate$963K
Healthcare$1.7M
Insurance$331K
Retail Trade$33K
Construction$600K
Banking$41K
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).