Rodney P. Frelinghuysen Net Worth & Financial Disclosure

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Annual financial disclosure for 2010, filed May 17, 2010. Includes 213 assets.

Year:

2013 2012 2011 2010 2009 2008

Est. Net Worth

$70.4M

2010 annual disclosure

Total Assets

$39.8M - $101.1M

213 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$65.5M (146)

Mutual Funds$2.1M (32)

Gov. Securities$1.5M (14)

Real Estate$750K (2)

ETFs$425K (14)

Bank & Cash$183K (2)

LLC / Partnership$0 (2)

Retirement & Pension$0 (1)

Top Stock Holdings (from trades)

Procter & Gamble Co.PG

$2.7M

Microsoft Corp.MSFT

$1.5M

All Assets (213)

Asset	Type	Owner	Value	Income
Johnson & Johnson(JNJ)	Stocks	Self	$1,000,001 - $5,000,000	Dividends $50,001 - $100,000
PPL Corp.(PPL)	Stocks	Self	$250,001 - $500,000	Dividends $5,001 - $15,000
Peapack-Gladstone Financial Corp.(PGC)	Stocks	Self	$100,001 - $250,000	Dividends/Capital Gains $5,001 - $15,000
Procter & Gamble Co.(PG)	Stocks	Self	$5,000,001 - $25,000,000	Dividends $1,000,001+
International Business Machines(IBM)	Stocks	Self	$1,000,001 - $5,000,000	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.(AVGO)	Stocks	Self	$15,001 - $50,000	None
Peapack-Gladstone Bank (KCG)	Stocks	Self	$500,001 - $1,000,000	Interest $1,001 - $2,500
JP Morgan Chase Bank (SVGs)(JPM)	Stocks	Self	$250,001 - $500,000	Interest $201 - $1,000
Congressional Federal Credit Union	Bank & Cash	Self	$1,001 - $15,000	Interest $1 - $200
Arena, Inc. (NEW)(ARNA)	Stocks	Self	$1 - $1,000	Capital Gains $50,001 - $100,000
Merck & Co., Inc.(MRK)	Stocks	Self	$250,001 - $500,000	Dividends $15,001 - $50,000
Pfizer, Inc.(PFE)	Stocks	Self	$50,001 - $100,000	Dividends $2,501 - $5,000
Bank of America Corp.(BAC)	Stocks	Self	N/A	Interest
JP Morgan Funds	Mutual Funds	Self	N/A	Dividends
Pimco Commodity Real Return Strategy Fund (RJA) (Formerly Tamarack Investment Fund)(RJA)	ETFs	Self	N/A	Dividends
Abbott Laboratories(ABT)	Stocks	Self	N/A	Dividends
Emerson Electric Co.(EMR)	Stocks	Self	N/A	Dividends
Exxon Mobil Corp.(XOM)	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
Schlumberger LTD(SLB)	Stocks	Self	N/A	Dividends
Wells Fargo & Co. (NEW)(WFC)	Stocks	Self	N/A	Dividends
BG Group PLC(BRGYY)	Stocks	Self	N/A	Dividends
Nestle SA Sponsored ADR(NSRGY)	Stocks	Self	N/A	Dividends
Noble Corp.(NE)	Stocks	Self	N/A	Capital Gains
General Electric Co.(GE)	Stocks	Self	N/A	Dividends
White Mountain Insurance Group(WTM)	Stocks	Self	N/A	Dividends
Chicago Bridge & Iron Co.(CBI)	Stocks	Self	N/A	Dividends
Exelon Corp.(EXC)	Stocks	Self	N/A	Capital Gains/Dividends
Conoco Phillips(COP)	Stocks	Self	N/A	Dividends
Schwab U.S. Treasury Money Fund	Mutual Funds	Self	N/A	Dividends
Varian Medical Systems, Inc.(VAR)	Stocks	Self	N/A	None
Encore Acquisition Co.(EAC)	Stocks	Self	N/A	Dividends
Hugoton Royalty Trust(HGT)	Stocks	Self	N/A	Dividends
Union Pacific Corp.(UNP)	Stocks	Self	N/A	Dividends
American Superconductor Corp.(AMSC)	Stocks	Self	N/A	Capital Gains
Plains Exploration & Production Co.(PXP)	Stocks	Self	N/A	Capital Gains
Laboratory Corp of America(LH)	Stocks	Self	N/A	None
Fluorone Energy Partners	LLC / Partnership	Self	N/A	Dividends
Berkshire Hathaway CL B(BRK.B)	Stocks	Self	N/A	None
Google Inc CL A(GOOG)	Stocks	Self	N/A	None
U.S. T-Note 8% due 2/15/09	Gov. Securities	Self	N/A	Interest
U.S. T-Note 8% due 5/15/09	Gov. Securities	Self	N/A	Interest
U.S. T-Note 3% due 11/15/09	Gov. Securities	Self	N/A	Interest
Bank of NY Mellon Corp(BK)	Stocks	Self	N/A	Dividends
Coca Cola Company(KO)	Stocks	Self	N/A	Dividends
Dycom Energy Corp.(DY)	Stocks	Self	N/A	Dividends
Ensco Energy Corp.	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(TFCVX)	Mutual Funds	Self	$250,001 - $500,000	Dividends $2,501 - $5,000
Park Ridge, NJ 07656 Note Due 10/31/12 Park Ridge, NJ, US	Gov. Securities	Self	$250,001 - $500,000	Interest $1,001 - $2,500
U.S. T-Note 8.75% Due 2/15/11	Gov. Securities	Self	$250,001 - $500,000	Interest $1,001 - $2,500
U.S. T-Note 1/8 Due 8/31/11	Gov. Securities	Self	$500,001 - $1,000,000	Interest $1 - $200
iShares MSCI Europe Market Fund(EFA)	ETFs	Self	$100,001 - $250,000	Dividends $2,501 - $5,000
Sysco Corporation(SYY)	Stocks	Self	$500,001 - $1,000,000	None
1,923 Acres Unimproved Land Fleminghurst Twp, PA 18605, US	Real Estate	Self	$250,001 - $500,000	None
19th Judicial Interest in 235.8 Acres of Unimproved Land Stockbridge, MA, US	Real Estate	Self	$250,001 - $500,000	None
Merck & Co., Inc.(MRK)	Stocks	Self	$250,001 - $500,000	Dividends $15,001 - $50,000
Procter & Gamble Co.(PG)	Stocks	Self	$250,001 - $500,000	Dividends $50,001 - $100,000
Deutsche Bank Trust Co. Tax Free Income Fund	Mutual Funds	Self	$1 - $1,000	Dividends $15,001 - $50,000
Deutsche Bank Trust Money Market Account	Bank & Cash	Self	$100,001 - $250,000	Interest $201 - $1,000
American International Group(AIG)	Stocks	Self	$1 - $1,000	Dividends $1 - $200
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	$1 - $1,000	Dividends $201 - $1,000
Microsoft Corp.(MSFT)	Stocks	Self	$15,001 - $50,000	Dividends $1,001 - $2,500
Pfizer Inc.(PFE)	Stocks	Self	N/A	Dividends
Home Depot, Inc.(HD)	Stocks	Self	N/A	Dividends
ConAgra Corp., Cl A(CAG)	Stocks	Self	N/A	Dividends
Citigroup, Inc.(C)	Stocks	Self	N/A	Dividends
Bank of America Corp.(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 Corp, ORD (Formerly 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 Series 1 Standard & Poor's Depositary Receipts(SPY)	ETFs	Self	N/A	Dividends
Abbott Laboratories(ABT)	Stocks	Self	$250,001 - $500,000	Dividends $5,001 - $15,000
Bristol Myers Squibb Co.(BMY)	Stocks	Self	$100,001 - $250,000	Dividends $5,001 - $15,000
IMS Health, Inc.(RX)	Stocks	Self	$50,001 - $100,000	Dividends $201 - $1,000
Moody's Corp.(MCO)	Stocks	Self	$50,001 - $100,000	Dividends $1,001 - $2,500
R.H. Donnelley Corp.(RHD)	Stocks	Self	$15,001 - $50,000	None
Gannett Co., Inc.(GCI)	Stocks	Self	$50,001 - $100,000	Dividends $1,001 - $2,500
H.J. Heinz Company(HNZ)	Stocks	Self	$250,001 - $500,000	Dividends $15,001 - $50,000
Pepsico, Inc.(PEP)	Stocks	Self	$25,000,001 - $50,000,000	Dividends $1,000,001 - $5,000,000
Procter & Gamble Co.(PG)	Stocks	Self	$500,001 - $1,000,000	Dividends $2,501 - $5,000
Lowes Corp.(LOW)	Stocks	Self	$50,001 - $100,000	Dividends $201 - $1,000
Motorola, Inc.(MOT)	Stocks	Self	$50,001 - $100,000	Dividends $201 - $1,000
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	None
Dreyfus Income Fund (Formerly 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/Capital Gains
McGraw-Hill Cos., Inc.(MHP)	Stocks	Self	N/A	Dividends
Sherwin Williams Co.(SHW)	Stocks	Self	N/A	Dividends
Dun & Bradstreet Corp., NEW(DNB)	Stocks	Self	N/A	Dividends
Zimmer Holdings, Inc.(ZMH)	Stocks	Self	N/A	None
Sunoco, Inc.(SUN)	Stocks	Self	N/A	Dividends
DelMonte Foods Co.(DLM)	Stocks	Self	N/A	Dividends
Comcast Corp. New Cl. A(CMCSA)	Stocks	Self	N/A	Dividends
Hospira, Inc.(HSP)	Stocks	Self	N/A	None
Ameriprise Financial, Inc.(AMP)	Stocks	Self	N/A	Dividends
Home Depot, Inc.(HD)	Stocks	Spouse	N/A	Dividends
Coca Cola Co.(KO)	Stocks	Spouse	N/A	Dividends
PepsiCo, Inc.(PEP)	Stocks	Spouse	N/A	Dividends/Capital Gains
Altria Group, Inc.(MO)	Stocks	Spouse	N/A	Dividends
Procter & Gamble Co.(PG)	Stocks	Spouse	N/A	Dividends
Aetna, Inc. (NEW)(AET)	Stocks	Spouse	N/A	Dividends/Capital Gains
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/Capital Gains
Hewlett-Packard(HPQ)	Stocks	Self	N/A	Dividends
International Business Machines(IBM)	Stocks	Self	N/A	Dividends
Microsoft Corp.(MSFT)	Stocks	Self	N/A	Dividends/Capital Gains
BP PLC Sponsored ADR(BP)	Stocks	Self	N/A	Dividends
Exxon Mobil Corp.(XOM)	Stocks	Self	N/A	Dividends/Capital Gains
Royal Dutch Petroleum Co.(RD)	Stocks	Self	N/A	Dividends
Union Pacific Corp.(UNP)	Stocks	Self	N/A	Dividends
J P Morgan Chase & Co.(JPM)	Stocks	Self	N/A	Dividends
Kroger Co. (The)(KR)	Stocks	Self	N/A	Interest/Capital Gains
Oklahoma Intl Fund CL T	Mutual Funds	Self	N/A	Dividends
Yum Brands, Inc.(YUM)	Stocks	Self	N/A	Dividends
Public Storage, Inc.(PSA)	Stocks	Self	N/A	Dividends
Regency Centers Corp.(REG)	Stocks	Self	N/A	Dividends/Capital Gains
Simon Property Group, Inc. (new)(SPG)	Stocks	Self	N/A	Dividends/Capital Gains
Wells Fargo & Co. (new)(WFC)	Stocks	Self	N/A	Dividends
Johnson & Johnson(JNJ)	Stocks	Self	N/A	Dividends
Stryker, Inc.(SYK)	Stocks	Self	N/A	Capital Gains
Galloway Twp., New Jersey - Ref. Galloway Township, New Jersey, US	Gov. Securities	Self	N/A	Interest
Colgate-Palmolive Co.(CL)	Stocks	Self	N/A	Dividends/Capital Gains
Diageo PLC ADR(DEO)	Stocks	Self	N/A	Dividends
Apache Corp.(APA)	Stocks	Self	N/A	Dividends
Sussex Cty, NJ - Cty College 3.75% due 9/01/2013 Sussex County, New Jersey, US	Gov. Securities	Self	N/A	Interest
VIAMAC II Fund II LP	Retirement & Pension	Self	N/A	None
iShares Barclays 1-3 Yr Credit Bond ETF (formerly iShares Lehman 1-3 Yr Credit Bond)(CSJ)	ETFs	Self	N/A	Interest
iShares Barclays 7-10 Yr Treasury ETF (formerly iShares Lehman Treasury)(IEF)	ETFs	Self	N/A	Interest
Vanguard GNMA Fund Admiral Shares(VFIJX)	Mutual Funds	Self	N/A	Dividends/Capital Gains
Templeton Global Bond Fund Advisor Class	Mutual Funds	Self	N/A	Dividends
Philip Morris International Inc.(PM)	Stocks	Self	N/A	Dividends
National Oilwell Varco, Inc.(NOV)	Stocks	Self	N/A	Dividends
SPDR Gold Trust(GLD)	ETFs	Self	N/A	None
Allianz NFJ International Value Fund	Mutual Funds	Self	N/A	Dividends/Capital Gains
Plum Creek Timber Co., Inc.(PCL)	Stocks	Self	N/A	Dividends
Absolute Strategies Fund Institutional	Mutual Funds	Self	N/A	Dividends
Janus Balanced Fund	Mutual Funds	Self	N/A	Dividends
VIMAX ITI High Income Fund	Mutual Funds	Self	N/A	None
Dreyfus Gov't Cash Mgmt Instl F Shs	Mutual Funds	Self	$250,001 - $500,000	Dividends $1,001 - $2,500
Vanguard High Yield Corp Fund	Mutual Funds	Self	$100,001 - $250,000	Dividends $15,001 - $50,000
State Street Corp.(STT)	Stocks	Self	$50,001 - $100,000	Dividends $201 - $1,000
U.S. Bancorp (new)(USB)	Stocks	Self	$50,001 - $100,000	Dividends $201 - $1,000
iShares MSCI Emerging Markets Index Fund(EEM)	ETFs	Self	$100,001 - $250,000	Dividends $201 - $1,000
Thomas White Intl Fund	Mutual Funds	Self	$250,001 - $500,000	Dividends/Capital Gains $50,001 - $100,000
Thornburg Intl Value Fund I	Mutual Funds	Self	$250,001 - $500,000	Dividends $1 - $200
WisdomTree Intl Real Estate Index ETF(DRW)	ETFs	Self	$50,001 - $100,000	Dividends $5,001 - $15,000
Hussman Strategic Growth Fund	Mutual Funds	Self	$250,001 - $500,000	Dividends $1,001 - $2,500
JP Morgan Chase & Co.(JPM)	Stocks	Self	$15,001 - $50,000	Dividends $1,001 - $2,500
Coca Cola Co.(KO)	Stocks	Self	$15,001 - $50,000	Dividends/Interest $50,001 - $100,000
Altria Group, Inc.(MO)	Stocks	Self	$15,001 - $50,000	Dividends $5,001 - $15,000
Abbott Labs(ABT)	Stocks	Self	$50,001 - $100,000	Dividends $2,501 - $5,000
Johnson & Johnson(JNJ)	Stocks	Self	$50,001 - $100,000	Dividends/Interest $50,001 - $100,000
Emerson Electric(EMR)	Stocks	Self	$15,001 - $50,000	Dividends/Interest $50,001 - $100,000
General Electric Co.(GE)	Stocks	Self	N/A	Dividends
Parker-Hannifin Corp.(PH)	Stocks	Self	N/A	Dividends/Capital Gains
Hewlett-Packard(HPQ)	Stocks	Self	N/A	Dividends
Microsoft Corp.(MSFT)	Stocks	Self	N/A	Dividends/Capital Gains
Exxon Mobil Corp.(XOM)	Stocks	Self	N/A	Dividends/Capital Gains
Montclair NJ Gen. Oblig. Montclair, NJ, US	Gov. Securities	Self	N/A	Interest
Burlington Cty NJ Old Burlington County, NJ, US	Gov. Securities	Self	N/A	Interest
NJ St. EDL FAC ATH REV New Jersey, US	Gov. Securities	Self	N/A	Interest
Princeton Univ. Princeton, NJ, US	Gov. Securities	Self	N/A	Interest
Wells Fargo & Co. (new)(WFC)	Stocks	Self	N/A	Dividends
A T & T, Inc. new(T)	Stocks	Self	N/A	Dividends
Federal Nat'l Mtg Bond	Gov. Securities	Self	N/A	Interest
Oshkosh Trl Fund Cl T	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
Novartis AG ADR(NVS)	Stocks	Self	N/A	Dividends
Rio Tinto Ltd Int'l Equity II Cl D	Mutual Funds	Self	N/A	Dividends
Absolute Strategies Fund Ltd	LLC / Partnership	Self	N/A	Dividends
iShares Barclays Treasury Inflation Protected Fund (Formerly, iShares Lehman 1-3Yr Credit Bond)(TIP)	ETFs	Self	N/A	Interest
Vanguard GNMA Fund Investor Shares	Mutual Funds	Self	N/A	Dividends/Capital Gains
Costco Wholesale Corp.(COST)	Stocks	Self	N/A	DIV
Philip Morris International(PM)	Stocks	Self	N/A	DIV/GAIN
Apache Corp.(APA)	Stocks	Self	N/A	DIV
Royal Dutch Shell PLC ADR	Stocks	Self	N/A	DIV
Schlumberger LTD(SLB)	Stocks	Self	N/A	DIV
SPDR Gold Trust	ETFs	Self	N/A	NONE
Allianz NFJ International Value Fund	Mutual Funds	Self	N/A	DIV/GAIN
Thomas White International Fund	Mutual Funds	Self	N/A	DIV/GAIN
Diamond Hill Long-Short Fund Class I	Mutual Funds	Self	N/A	DIV
Hussman Strategic Growth Fund	Mutual Funds	Self	N/A	DIV
Leuthold Asset Allocation Fund Instl CL	Mutual Funds	Self	N/A	DIV/GAIN
Leuthold Core Investment Fund Instl CL	Mutual Funds	Self	N/A	DIV
Dreyfus Inst'l Cash Advantage Fund	Mutual Funds	Self	N/A	Dividends
Vanguard Short-Term Tax Exempt Fund	Mutual Funds	Self	N/A	Dividends
Vanguard High Yield Corp Fund	Mutual Funds	Self	N/A	Dividends/Capital Gains
Express Scripts, Inc.(ESRX)	Stocks	Self	N/A	None
Apple, Inc.(AAPL)	Stocks	Self	N/A	None
Google, Inc. CL A(GOOGL)	Stocks	Self	N/A	None
S & P North American Tech Software Index Fund	Mutual Funds	Self	N/A	Dividends
iShares Russell 2000 Value Index Fund(IWN)	ETFs	Self	N/A	Dividends
iShares MSCI EAFE Index Fund(EFA)	ETFs	Self	N/A	Dividends
Thornburg Intl Value Fund I	Mutual Funds	Self	N/A	Dividends
Wisdomtree Intl Real Estate Index ETF(DRW)	ETFs	Self	N/A	Dividends
US Bancorp(USB)	Stocks	Self	N/A	Dividends

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).