CS
Congress Stock
Rodney P. Frelinghuysen

Rodney P. Frelinghuysen Net Worth & Financial Disclosure

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Annual financial disclosure for 2009, filed May 15, 2009. Includes 227 assets.

Year:
201320122011201020092008
Est. Net Worth
$63.2M
2009 annual disclosure
Total Assets
$35.9M - $90.5M
227 assets
Total Liabilities
$0
0 liabilities
Total Trades
727
From PTR filings
Trade Volume
$75.9M
Midpoint of disclosed ranges

Net Worth Over Time

Show data table
PeriodEst. net worth
2008$57.7M
2009$63.2M
2010$70.4M
2011$48.3M
2012$92.1M
2013$116.9M

Assets by Category

Stocks$61.7M (167)
Mutual Funds$1.2M (26)
ETFs$175K (8)
Bank & Cash$75K (3)
Gov. Securities$0 (19)
Real Estate$0 (2)
Retirement & Pension$0 (1)
LLC / Partnership$0 (1)

Top Stock Holdings (from trades)

PG
Procter & Gamble Co.PG
$2.7M
MSFT
Microsoft Corp.MSFT
$1.5M

All Assets (227)

AssetValue
Johnson & Johnson(JNJ)
N/A
Pall Corp.(PLL)
N/A
Peapack Gladstone Financial Corp.(PGC)
N/A
Bank of America(BAC)
N/A
Procter & Gamble Co.(PG)
N/A
International Business Machines(IBM)
N/A
Eli Lilly & Co.(LLY)
N/A
Broadcom Communications Systems, Inc.(BRCM)
N/A
Peapack Gladstone Bank (GKG)
N/A
JP Morgan Chase Bank (SVGS)(JPM)
N/A
Congressional Federal Credit Union
N/A
Aetna, Inc. NEW(AET)
N/A
Merck & Co., Inc.(MRK)
N/A
Pfizer, Inc.(PFE)
$100,001 - $250,000
Bank of America(BAC)
$50,001 - $100,000
JP Morgan Funds
$50,001 - $100,000
Tamarack Investment Fund (HLA)
$50,001 - $100,000
Medco Health Solutions, Inc.(MHS)
$1,001 - $15,000
Abbott Labs(ABT)
$500,001 - $1,000,000
Emerson Electric Co.(EMR)
$250,001 - $500,000
Exxon Mobil Corp.(XOM)
$1,000,001 - $5,000,000
General Dynamics Corp.(GD)
$1,001 - $15,000
Hospira, Inc.(HSP)
$250,001 - $500,000
McGraw Hill Cos., Inc.(MHP)
$100,001 - $250,000
Medtronic, Inc.(MDT)
$250,001 - $500,000
SLM Corp.(SLM)
$1,001 - $15,000
Schlumberger LTD(SLB)
N/A
Wells Fargo & Co (NEW)(WFC)
N/A
B G Group PLC(BRGYY)
N/A
Nestle SA Sponsored ADR(NSRGY)
N/A
Noble Corp.(NE)
N/A
General Electric Co.(GE)
N/A
Manpower, Inc.(MAN)
N/A
White Mountain Insurance Group(WTM)
N/A
Fedex Corp.(FDX)
N/A
Chicago Bridge & Iron Co.(CBI)
N/A
Exelon Corp.(EXC)
N/A
Aqua Amer., Inc.(WTR)
N/A
Comcast Corp. Cl A New(CMCSA)
N/A
Honeywell International, Inc.(HON)
N/A
Microsoft Corp.(MSFT)
N/A
Walt Disney Co.(DIS)
N/A
ConocoPhillips(COP)
N/A
Schwab U.S. Treasury Money Fund
N/A
U.S. T Bill Due 2/14/2008
N/A
Siemens AG Spons. ADR(SIEGY)
N/A
United Health Group, Inc.(UNH)
N/A
Varian Medical Systems, Inc.(VAR)
N/A
EnCana Acquisition Co.(ECA)
N/A
Hugoton Royalty Trust(HGT)
N/A
Brookfield Asset Mgmt. Inc. CL A(BAM)
N/A
Union Pacific Corp.(UNP)
N/A
American Superconductor Corp.(AMSC)
N/A
Plains Exploration & Production Co.(PXP)
N/A
U.S. Treasury Note 3.125% due 10/15/08
N/A
Laboratory Corp. of America(LH)
N/A
Encore Energy Partners(EEP)
N/A
Berkshire Hathaway CL B(BRK.B)
N/A
Google, Inc. CL A(GOOGL)
N/A
U.S. T-Notes 8% due 2/15/09
N/A
U.S. T-Bills 3% due 3/6/09
N/A
U.S. T-Notes 8% due 11/15/09
N/A
Fed. Home Loan 2% due 7/30/08
N/A
U.S. T-Bill due 7/31/08
N/A
U.S. T-Bill due 9/4/08
N/A
U.S. T-Bill due 12/26/08
N/A
Sun Tech Power Hldgs ADR(STP)
N/A
U.S. T-Bill due 10/23/08
N/A
Veolia Environ ADR(VEOEY)
N/A
Brookfield Asset Mng(BAM)
N/A
17.923 Acres unimproved land
Berks County, PA, US
N/A
1/5th undivided interest in 235.8 acres of unimproved land
Schuylkill County, PA, US
N/A
Merck & Co., Inc.(MRK)
$250,001 - $500,000
Procter & Gamble Co.(PG)
$5,000,001 - $25,000,000
Deutsche Bank Trust Co. Tax Free Income Fund
$250,001 - $500,000
Deutsche Bank Trust Money Market Account
$50,001 - $100,000
American International Group(AIG)
$1,001 - $15,000
Cisco Systems, Inc.(CSCO)
$15,001 - $50,000
Intel Corp.(INTC)
$15,001 - $50,000
American Express Co.(AXP)
$15,001 - $50,000
Microsoft Corp.(MSFT)
$15,001 - $50,000
Pfizer(PFE)
N/A
Home Depot(HD)
N/A
Comcast Corp. Cl A(CMCSA)
N/A
Citigroup, Inc.(C)
N/A
Bank of America(BAC)
N/A
Texas Instruments, Inc.(TXN)
N/A
General Electric Co.(GE)
N/A
Noble Drilling Corp.(NE)
N/A
Medco Health Solutions(MHS)
N/A
McClatchy Newspaper, Inc.(MNI)
N/A
iShares Trust MSCI EAFE Index Fund
N/A
SPDR Trust Unit Series 1 Standard & Poor's Depositary Receipt
N/A
Abbott Laboratories(ABT)
$250,001 - $500,000
Bristol Myers Squibb Co.(BMY)
$100,001 - $250,000
IMS Health, Inc.(IMS)
$15,001 - $50,000
Moody's Corp.(MCO)
$50,001 - $100,000
R.H. Donnelley Corp.(RHD)
$1,001 - $15,000
Gannett Co., Inc.(GCI)
$15,001 - $50,000
H.J. Heinz Company(HNZ)
$50,001 - $100,000
PepsiCo, Inc.(PEP)
$250,001 - $500,000
Procter & Gamble Co.(PG)
$25,000,001 - $50,000,000
Electronic Data Systems Corp.(EDS)
$1 - $1,000
Lowe's Corp.(LOW)
$250,001 - $500,000
Motorola, Inc.(MSI)
N/A
CSX Corporation(CSX)
N/A
AT&T, Inc. (new)(T)
N/A
Alcatel-Lucent ADR(ALU)
N/A
R & T Short Term Income Money Market Fund
N/A
American Express Co.(AXP)
N/A
Rohm & Haas Co.(ROH)
N/A
McGraw-Hill Cos., Inc.(MHP)
N/A
Sherwin Williams Co.(SHW)
N/A
Citigroup, Inc.(C)
N/A
Dun & Bradstreet Corp., NEW(DNB)
N/A
Zimmer Holdings, Inc.(ZMH)
N/A
Smucker, J.M. Co.(SJM)
N/A
Del Monte Foods Co.(DLM)
$15,001 - $50,000
Comcast Corp. New Class A(CMCSA)
$15,001 - $50,000
Hospira, Inc.(HSP)
$15,001 - $50,000
Ameriprise Financial, Inc.(AMP)
$15,001 - $50,000
PNC Bank NY & NJ Cons.(PNC)
$1 - $1,000
Home Depot, Inc.(HD)
$15,001 - $50,000
Coca Cola Co.(KO)
$15,001 - $50,000
PepsiCo, Inc.(PEP)
$100,001 - $250,000
Altria Group, Inc.(MO)
$15,001 - $50,000
Procter & Gamble Co.(PG)
$50,001 - $100,000
Aetna Inc. NEW(AET)
N/A
General Electric Co.(GE)
N/A
Emerson Electric Co.(EMR)
N/A
Parker Hannifin Corp.(PH)
N/A
Hewlett-Packard(HPQ)
N/A
Intel Corp.(INTC)
N/A
International Business Machines(IBM)
N/A
Microsoft Corp.(MSFT)
N/A
BP PLC Sponsored ADR(BP)
N/A
Exxon Mobil Corp(XOM)
N/A
Royal Dutch Petroleum Co.(RDS.A)
N/A
Union Pacific Corp.(UNP)
N/A
JP Morgan Chase & Co.(JPM)
N/A
Dreyfus Tax Exempt Int'l Shares
N/A
Bergen Cty NJ Ref Gen Imp
Bergen County, NJ, US
N/A
Zimmer Holdings, Inc.(ZBH)
N/A
Oakmark Int'l Fund Cl I T
N/A
Yum Brands, Inc.(YUM)
N/A
Equity Residential SBI Ben Int.(EQR)
N/A
Public Storage, Inc.(PSA)
N/A
Regency Centers Corp.(REG)
N/A
Simon Property Group, Inc. (new)(SPG)
N/A
Wells Fargo & Co. (new)(WFC)
N/A
Johnson & Johnson(JNJ)
N/A
3M Company(MMM)
N/A
Stericycle, Inc.(SRCL)
N/A
Galloway Twp, New Jersey Ref.
Galloway Township, NJ, US
N/A
Colgate-Palmolive Co.(CL)
N/A
Diageo PLC ADR(DEO)
N/A
Apache Corp.(APA)
N/A
Bank of America Corp.(BAC)
N/A
Sussex Cty, NJ - Cty College 3.75% due 9/1/2013
Sussex County, NJ, US
N/A
Kurt Woods, Inc. CLA
N/A
VIMAC II Fund III LP
N/A
iShares Lehman 1-3 Yr Credit Bond(CSJ)
N/A
iShares Lehman Treasury Inflation Protected Fund(TIP)
N/A
Vanguard GNMA Fund Admiral Shs
N/A
Templeton Global Bond Fund Advisor CL
N/A
Philip Morris International Inc.(PM)
$250,001 - $500,000
National Oilwell Varco, Inc.(NOV)
$50,001 - $100,000
SPDR Gold Trust(GLD)
$100,001 - $250,000
Allianz NFJ International Value Fund
$250,001 - $500,000
Plum Creek Timber Co., Inc.(PCL)
$50,001 - $100,000
Absolute Strategies Fund Institutional
$15,001 - $50,000
Lazard Asset Allocation Fund
$15,001 - $50,000
VIMAC IT II Amex Fund
$50,001 - $100,000
Dreyfus Cash Management Institutional Shares
$100,001 - $250,000
J P Morgan Chase & Co.(JPM)
$50,001 - $100,000
Coca Cola Co.(KO)
$100,001 - $250,000
General Mills(GIS)
$1 - $1,000
Altria Group, Inc.(MO)
$50,001 - $100,000
Abbott Labs(ABT)
$100,001 - $250,000
Johnson & Johnson(JNJ)
$250,001 - $500,000
American Intl Group(AIG)
N/A
Emerson Electric(EMR)
N/A
General Electric Co.(GE)
N/A
Parker-Hannifin Corp.(PH)
N/A
Hewlett-Packard(HPQ)
N/A
Microsoft Corp.(MSFT)
N/A
Exxon Mobil Corp.(XOM)
N/A
Morgan NY Gen. Oblig.
New York, NY, US
N/A
Dreyfus Tax Exempt Int'l Shares
N/A
Burlington Cty NJ OID
Burlington County, NJ, US
N/A
NJ St. EDL EAS ATH REV
New Jersey, US
N/A
Princeton Univ.
Princeton, NJ, US
N/A
Wells Fargo & Co. (new)(WFC)
N/A
AT&T, Inc. (New)(T)
N/A
Federal National Mortgage Bond
N/A
Staples, Inc.(SPLS)
N/A
3M Company(MMM)
N/A
Oakmark International Fund Class I
N/A
Plum Creek Timber Co., Inc.(PCL)
N/A
East Orange, NJ Refunding Bond
East Orange, NJ, US
N/A
Templeton Global Bond Fund
N/A
Diageo PLC ADR(DEO)
N/A
Procter & Gamble Co.(PG)
N/A
National Oilwell Varco, Inc.(NOV)
N/A
Total SA ADR(TOT)
N/A
Novartis AG ADR(NVS)
N/A
Stryker Corp.(SYK)
N/A
Fairview Equity III LLC (Formerly, Julius Baer Intl Equity III C L)
N/A
Kinetics Small Cap Opportunities Intl
N/A
Absolute Strategies Fund Intl
N/A
Kraft Foods, Inc. Cl A(KFT)
N/A
Bank of America(BAC)
N/A
iShares Lehman 1-3yr Credit Bond(CSJ)
N/A
iShares Lehman Treasury Inflation Protected Fund(TIP)
N/A
Vanguard S&P 500 Index Fund
N/A
Costco Wholesale Corp.(COST)
N/A
Philip Morris Int'l(PM)
N/A
Apple Corp.(AAPL)
N/A
Royal Dutch Shell PLC ADR(SHEL)
N/A
Schlumberger LTD(SLB)
N/A
SPDR Gold Trust(GLD)
N/A
Allianz NFJ Intl Value Fund
N/A
Thomas White Int'l Fund
N/A
Diamond Hill Long-Short Fund CL I
N/A
Hussman Strategic Growth Fund
N/A
Federated Global Allocation Fund Instl CL
N/A
Leuthold Core Investment Fund Instl CL
N/A

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 tradesWealthiest membersMost active tradersNJ delegationArticles
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).
Rodney P. Frelinghuysen Net Worth & Financial Disclosure 2009: Assets & Portfolio | Congress Stock Tracker