Rodney P. Frelinghuysen Net Worth & Financial Disclosure

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Annual financial disclosure for 2008, filed May 14, 2008. Includes 203 assets.

Year:

2013 2012 2011 2010 2009 2008

Est. Net Worth

$57.7M

2008 annual disclosure

Total Assets

$23.2M - $92.2M

203 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$47.9M (164)

Real Estate$3.8M (2)

Bank & Cash$3.3M (4)

Gov. Securities$1.3M (16)

Mutual Funds$925K (12)

Retirement & Pension$550K (3)

ETFs$0 (2)

Top Stock Holdings (from trades)

Procter & Gamble Co.PG

$2.7M

Microsoft Corp.MSFT

$1.5M

All Assets (203)

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 $5,001 - $15,000
Bank of America(BAC)	Stocks	Self	$250,001 - $500,000	Dividends $15,001 - $50,000
Procter & Gamble Co.(PG)	Stocks	Self	$5,000,001 - $25,000,000	Dividends $100,001 - $1,000,000
International Business Machines(IBM)	Stocks	Self	$1,000,001 - $5,000,000	Dividends $15,001 - $50,000
Eli Lilly & Co.(LLY)	Stocks	Self	$1,000,001 - $5,000,000	Dividends/Capital Gains $1,000,001+
Brocade Communications Systems, Inc. (Formerly McData Corp. CL A (MDA))(BRCD)	Stocks	Self	$15,001 - $50,000	None
Peapack Gladstone Bank (CKG)	Bank & Cash	Self	$1,000,001 - $5,000,000	Interest $1,001 - $2,500
JP Morgan Chase Bank (SVG5)(JPM)	Bank & Cash	Self	$100,001 - $250,000	Interest $1,001 - $2,500
Congressional Federal Credit Union	Bank & Cash	Self	$15,001 - $50,000	Interest $1 - $200
Aetna Inc. NEW(AET)	Stocks	Self	$100,001 - $250,000	Dividends $201 - $1,000
Merck & Co., Inc.(MRK)	Stocks	Self	$250,001 - $500,000	Dividends/Capital Gains $50,001 - $100,000
Pfizer Inc.(PFE)	Stocks	Self	N/A	Dividends/Capital Gains
American Express(AXP)	Stocks	Self	N/A	Dividends/Capital Gains
Bank of America(BAC)	Stocks	Self	N/A	Interest
JP Morgan Funds	Mutual Funds	Self	N/A	Dividends
Tamarack Investment Fund (IRA)	Retirement & Pension	Self	N/A	Dividends
Medco Health Solutions, Inc.(MHS)	Stocks	Self	N/A	None
Abbott Labs(ABT)	Stocks	Self	N/A	Dividends
Emerson Electric Co.(EMR)	Stocks	Self	N/A	Dividends
Exxon Mobil Corp.(XOM)	Stocks	Self	N/A	Dividends
General Dynamics Corp.(GD)	Stocks	Self	N/A	Dividends
Hospira, Inc.(HSP)	Stocks	Self	N/A	None
McGraw Hill Cos, Inc.(MHP)	Stocks	Self	N/A	Dividends
Medtronic, Inc.(MDT)	Stocks	Self	N/A	Dividends
SLM Corp.(SLM)	Stocks	Self	N/A	DIV/AN
Schlumberger LTD(SLB)	Stocks	Self	N/A	DIV
Service Master Co.(SERV)	Stocks	Self	N/A	DIV/AN
Wells Fargo & Co. (NEW)(WFC)	Stocks	Self	N/A	DIV
IP G Group PLC	Stocks	Self	N/A	DIV
Nestle SA Sponsored ADR(NSRGY)	Stocks	Self	N/A	DIV
Noble Corp.(NE)	Stocks	Self	N/A	DIV
General Electric Co.(GE)	Stocks	Self	N/A	DIV
Manpower, Inc.(MAN)	Stocks	Self	N/A	DIV/AN
Pogo Producing Co.(PPP)	Stocks	Self	N/A	DIV/AN
Fidelity Natl Financial Corp.(FNF)	Stocks	Self	N/A	DIV
White Mountain Insurance Group(WTM)	Stocks	Self	N/A	DIV
FedEx Corp.(FDX)	Stocks	Self	N/A	DIV
Chicago Bridge & Iron Co.(CBI)	Stocks	Self	N/A	Dividends
Exelon Corp.(EXC)	Stocks	Self	N/A	Dividends
Aqua America, Inc.(WTR)	Stocks	Self	N/A	Dividends
RMA US Govt Money Fund	Mutual Funds	Self	N/A	Dividends
Comcast Corp. Cl. A (new)(CMCSA)	Stocks	Self	N/A	Dividends
Home Depot, Inc.(HD)	Stocks	Self	N/A	Dividends
Honeywell International, Inc.(HON)	Stocks	Self	N/A	Dividends
Microsoft Corp.(MSFT)	Stocks	Self	N/A	Dividends
Walt Disney Co.(DIS)	Stocks	Self	N/A	Dividends
ConocoPhillips(COP)	Stocks	Self	N/A	Dividends
U.S. Treasury Bill due 6/28/2007	Gov. Securities	Self	N/A	Interest
Schwab U.S. Treasury Money Fund	Mutual Funds	Self	N/A	Dividends
U.S. Treasury Bill due 9/4/2008	Gov. Securities	Self	N/A	Interest
Siemens AG Spons ADR(SIEGY)	Stocks	Self	$250,001 - $500,000	None
United Health Group, Inc.(UNH)	Stocks	Self	$250,001 - $500,000	Dividends $201 - $1,000
Varian Medical Systems, Inc.(VAR)	Stocks	Self	$500,001 - $1,000,000	None
Encore Acquisition Co.(EAC)	Stocks	Self	$250,001 - $500,000	None
Hugoton Royalty Trust(HGT)	Stocks	Self	$100,001 - $250,000	Dividends $1,001 - $2,500
Brookfield Asset Mgmt, Inc. CL A(BAM)	Stocks	Self	$250,001 - $500,000	Dividends $1,001 - $2,500
Union Pacific Corp.(UNP)	Stocks	Self	$250,001 - $500,000	Dividends $1 - $200
American Superconductor Corp.(AMSC)	Stocks	Self	$100,001 - $250,000	None
Plains Exploration & Production Co.(PXP)	Stocks	Self	$500,001 - $1,000,000	Dividends $1 - $200
U.S. Treasury Note 3.125% due 10/15/08	Gov. Securities	Self	$250,001 - $500,000	Interest $1 - $200
11,923 Acres unimproved land Farmington Twp, PA 18056, US	Real Estate	Self	$1,000,001 - $5,000,000	None
1/5th undivided interest in 958.8 acres of unimproved land Stockbridge, MA, US	Real Estate	Self	$500,001 - $1,000,000	None
Merck & Co., Inc.(MRK)	Stocks	Self	$250,001 - $500,000	Dividends $15,001 - $50,000
Procter & Gamble Co.(PG)	Stocks	Self	$5,000,001 - $25,000,000	Dividends $50,001 - $100,000
Deutsche Bank Trust Co. Tax Free Income Fund	Mutual Funds	Self	$250,001 - $500,000	Dividends $15,001 - $50,000
Deutsche Bank Trust Money Market Account	Bank & Cash	Self	$50,001 - $100,000	Interest $5,001 - $15,000
American International Group(AIG)	Stocks	Self	$50,001 - $100,000	Dividends $1,001 - $2,500
Cisco Systems, Inc.(CSCO)	Stocks	Self	$15,001 - $50,000	None
Intel Corp.(INTC)	Stocks	Self	$15,001 - $50,000	Dividends $201 - $1,000
American Express Co.(AXP)	Stocks	Self	$50,001 - $100,000	Dividends $1,001 - $2,500
Microsoft Corp.(MSFT)	Stocks	Self	$15,001 - $50,000	Dividends $201 - $1,000
Pfizer(PFE)	Stocks	Self	N/A	Dividends
Home Depot(HD)	Stocks	Self	N/A	Dividends
Comcast Corp. Cl. A(CMCSA)	Stocks	Self	N/A	None
Citigroup, Inc.(C)	Stocks	Self	N/A	Dividends
Bank of America(BAC)	Stocks	Self	N/A	Dividends
Texas Instruments, Inc.(TXN)	Stocks	Self	N/A	Dividends
General Electric Co.(GE)	Stocks	Self	N/A	Dividends
Noble Drilling Corp.(NE)	Stocks	Self	N/A	Dividends
Medco Health Solutions(MHS)	Stocks	Self	N/A	None
McClatchy Newspaper, Inc.(MNI)	Stocks	Self	N/A	Dividends
iShares Trust MSCI EAFE Index Fund(EFA)	ETFs	Self	N/A	Dividends
SPDR Trust Unit Ser 1 S&P 500 Depositary Receipt(SPY)	ETFs	Self	N/A	Dividends
U.S. Treasury Bill due 3/07	Gov. Securities	Self	$100,001 - $250,000	Interest $1,001 - $2,500
Abbott Laboratories(ABT)	Stocks	Self	N/A	Dividends
Bristol-Myers Squibb Co.(BMY)	Stocks	Self	N/A	Dividends
IMS Health, Inc.	Stocks	Self	N/A	Dividends
Moody's Corp.(MCO)	Stocks	Self	N/A	Dividends
R.H. Donnelley Corp.(RRD)	Stocks	Self	N/A	None
Gannett Co., Inc.(GCI)	Stocks	Self	N/A	Dividends
H. J. Heinz Company(HNZ)	Stocks	Self	N/A	Dividends
PepsiCo, Inc.(PEP)	Stocks	Self	N/A	Dividends
Procter & Gamble Co.(PG)	Stocks	Self	N/A	Dividends
Electronic Data Systems Corp.(EDS)	Stocks	Self	N/A	Dividends
Lowe's Corp.(LOW)	Stocks	Self	N/A	Dividends
Motorola, Inc.(MSI)	Stocks	Self	N/A	Dividends
GSX Corporation	Stocks	Self	N/A	Dividends
AT&T, Inc. (new)(T)	Stocks	Self	N/A	Dividends
Alcatel-Lucent ADR(ALU)	Stocks	Self	N/A	Dividends
R & T Short Term Income Money Market Fund	Mutual Funds	Self	N/A	Interest
American Express Co.(AXP)	Stocks	Self	N/A	Dividends
Rohm & Haas Co.(ROH)	Stocks	Self	N/A	Dividends
McGraw-Hill Cos., Inc.(MHP)	Stocks	Self	N/A	Dividends
Sherwin Williams Co.(SHW)	Stocks	Self	N/A	Dividends
Gibgroup, Inc.	Stocks	Self	N/A	Dividends
Dun & Bradstreet Corp. (NEW)(DNB)	Stocks	Self	N/A	Dividends
Zimmer Holdings, Inc.(ZMH)	Stocks	Self	N/A	None
Smucker, J.M. Co.(SJM)	Stocks	Self	N/A	Dividends
Del Monte Foods Co.(DLM)	Stocks	Self	$15,001 - $50,000	Dividends $201 - $1,000
Comcast Corp. New Cl. A(CMCSA)	Stocks	Self	$15,001 - $50,000	None
Hospira, Inc.(HSP)	Stocks	Self	$15,001 - $50,000	None
Ameriprise Financial, Inc.(AMP)	Stocks	Self	$50,001 - $100,000	Dividends $201 - $1,000
Passaic Cty NJ Ref Gen Imp	Gov. Securities	Self	$1,001 - $15,000	Interest $5,001 - $15,000
New Jersey St Transp Tr Fa Auth Bond	Gov. Securities	Self	$1,001 - $15,000	Interest $15,001 - $50,000
Port Auth NY & NJ Cons	Gov. Securities	Self	$500,001 - $1,000,000	Interest $50,001 - $100,000
Deptford Twp NJ School District	Gov. Securities	Self	$1,001 - $15,000	Interest $5,001 - $15,000
Home Depot, Inc.(HD)	Stocks	Self	$500,001 - $1,000,000	Dividends $5,001 - $15,000
Coca Cola Co.(KO)	Stocks	Self	$250,001 - $500,000	Dividends $2,501 - $5,000
PepsiCo, Inc.(PEP)	Stocks	Self	N/A	Dividends
Altria Group, Inc.(MO)	Stocks	Self	N/A	Dividends
Procter & Gamble Co.(PG)	Stocks	Self	N/A	Dividends
Aetna, Inc. (NEW)(AET)	Stocks	Self	N/A	Dividends
American International Group(AIG)	Stocks	Self	N/A	Dividends
General Electric Co.(GE)	Stocks	Self	N/A	Dividends
Emerson Electric Co.(EMR)	Stocks	Self	N/A	Dividends
Parker-Hannifin Corp.(PH)	Stocks	Self	N/A	Dividends
Hewlett-Packard(HPQ)	Stocks	Self	N/A	Dividends
Intel Corp.(INTC)	Stocks	Self	N/A	Dividends
International Business Machines(IBM)	Stocks	Self	N/A	Dividends
Microsoft Corp.(MSFT)	Stocks	Self	N/A	Dividends
BP PLC Sponsored ADR(BP)	Stocks	Self	N/A	Dividends
Exxon Mobil Corp(XOM)	Stocks	Self	N/A	DIV
Royal Dutch Petroleum Co.(RDS.A)	Stocks	Self	N/A	DIV
Union Pacific Corp.(UNP)	Stocks	Self	N/A	DIV
J P Morgan Chase & Co.(JPM)	Stocks	Self	N/A	DIV
Dreyfus Tax Exempt Int'l Shares	Mutual Funds	Self	N/A	INT
Bergen Cty NJ Ref Gen Imp Bergen County, NJ, US	Gov. Securities	Self	N/A	INT
Zimmer Holdings, Inc.(ZBH)	Stocks	Self	N/A	NONE
Oakmark Intl Fund CL I	Mutual Funds	Self	N/A	DIV
Yum Brands, Inc.(YUM)	Stocks	Self	N/A	DIV
Equity Residential SH Ben Int(EQR)	Stocks	Self	N/A	DIV
Public Storage, Inc.(PSA)	Stocks	Self	N/A	DIV
Regency Centers Corp.(REG)	Stocks	Self	N/A	DIV
Simon Property Group, Inc. (new)(SPG)	Stocks	Self	N/A	DIV
Wells Fargo & Co. (New)(WFC)	Stocks	Self	N/A	Dividends
Johnson & Johnson(JNJ)	Stocks	Self	N/A	Dividends
3M Company(MMM)	Stocks	Self	N/A	Dividends
Stericycle, Inc.(SRCL)	Stocks	Self	N/A	None
Galloway Twp, New Jersey, Ref. Galloway Twp, NJ, US	Gov. Securities	Self	N/A	Interest
Colgate-Palmolive Co.(CL)	Stocks	Self	N/A	Dividends
Diageo PLC ADR(DEO)	Stocks	Self	N/A	Dividends
Apache Corp.(APA)	Stocks	Self	N/A	Dividends
Bank of America Corp.(BAC)	Stocks	Self	N/A	Dividends
Amgen, Inc.(AMGN)	Stocks	Self	N/A	Capital Gains
Sussex Cty NJ - Cty College 3.75% due 9/1/2013 Sussex County, NJ, US	Gov. Securities	Self	N/A	Interest
Kraft Foods, Inc. Cl A(KHC)	Stocks	Self	N/A	Dividends
VIMAC IV Fund III LP	Retirement & Pension	Self	$250,001 - $500,000	None
J P Morgan Chase & Co.(JPM)	Stocks	Spouse	N/A	Dividends
Coca Cola Co.(KO)	Stocks	Spouse	N/A	Dividends
General Mills(GIS)	Stocks	Spouse	N/A	Dividends
Altria Group, Inc.(MO)	Stocks	Spouse	N/A	Dividends
Abbott Labs(ABT)	Stocks	Spouse	N/A	Dividends
Johnson & Johnson(JNJ)	Stocks	Spouse	N/A	Dividends
Bell South Corp.(BLS)	Stocks	Self	N/A	Dividends
American Intl Group(AIG)	Stocks	Self	N/A	Dividends
Emerson Electric(EMR)	Stocks	Self	N/A	Dividends
General Electric Co.(GE)	Stocks	Self	N/A	Dividends
Parker Hannifin Corp.(PH)	Stocks	Self	N/A	Dividends
Hewlett-Packard(HPQ)	Stocks	Self	N/A	Dividends
Intel Corp.(INTC)	Stocks	Self	N/A	Dividends
Microsoft Corp.(MSFT)	Stocks	Self	N/A	Dividends
Exxon Mobil Corp.(XOM)	Stocks	Self	N/A	Dividends
Montclair, NJ Gen. Oblig. Montclair, NJ, US	Gov. Securities	Self	N/A	Interest
Dreyfus Tax Exempt Int'l Shares	Mutual Funds	Self	N/A	Interest
Burlington Cty NJ OID Burlington County, NJ, US	Gov. Securities	Self	N/A	Interest
NJ Stl EAGS ATH REV Princeton Univ. New Jersey, US	Gov. Securities	Self	N/A	Interest
Wells Fargo & Co. (new)(WFC)	Stocks	Self	N/A	Dividends
Avery Dennison Corp.(AVY)	Stocks	Self	N/A	Dividends
AT&T Inc. (new)(T)	Stocks	Self	N/A	Dividends
Federal Natl Mtg Bond	Gov. Securities	Self	N/A	Interest
Petmart, Inc.(PETM)	Stocks	Self	N/A	Dividends
Staples, Inc.(SPLS)	Stocks	Self	N/A	Dividends
3M Company(MMM)	Stocks	Self	N/A	Dividends
Oakmark Intl Fund Cl. I	Mutual Funds	Self	N/A	Dividends
Plum Creek Timber Co., Inc.(PCL)	Stocks	Self	N/A	Dividends
East Orange NJ Ref East Orange, NJ, US	Gov. Securities	Self	N/A	Interest
Templeton Global Bond Fund	Mutual Funds	Self	N/A	Interest
Diageo PLC ADR(DEO)	Stocks	Self	N/A	Dividends
Procter & Gamble Co.(PG)	Stocks	Self	N/A	Dividends
National Oilwell Varco, Inc.(NOV)	Stocks	Self	$100,001 - $250,000	None
Total SA ADR(TOT)	Stocks	Self	$100,001 - $250,000	Dividends $2,501 - $5,000
Angem, Inc.	Stocks	Self	$1 - $1,000	None
Genentech, Inc.(DNA)	Stocks	Self	$1 - $1,000	None
Novartis AG ADR(NVS)	Stocks	Self	$100,001 - $250,000	Dividends $2,501 - $5,000
Stryker Corp.(SYK)	Stocks	Self	$250,001 - $500,000	Dividends $1,001 - $2,500
Amgen, Inc.(AMGN)	Stocks	Self	$1 - $1,000	Capital Gains $1,001 - $2,500
Julius Baer Intl Equity T Cl I	Mutual Funds	Self	$250,001 - $500,000	Dividends $1,001 - $2,500
Kinetics Small Cap Opportunities - Irl I	Mutual Funds	Self	$100,001 - $250,000	Dividends $2,501 - $5,000
Absolute Strategies Fund Ltd I	Retirement & Pension	Self	$100,001 - $250,000	Dividends $2,501 - $5,000
Kraft Foods, Inc. CL A(KFT)	Stocks	Self	$50,001 - $100,000	Dividends $2,501 - $5,000
Bank of America(BAC)	Stocks	Self	$100,001 - $250,000	Dividends $1 - $200

Trading Sector Allocation (from PTR trades)

Healthcare$2.3M

Energy$2.4M

Technology$2.2M

Manufacturing$489K

Industrials$2.1M

Consumer Defensive$5.9M

Basic Materials$1.4M

Financial Services$4.9M

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).