Rodney P. Frelinghuysen Net Worth & Financial Disclosure

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Annual financial disclosure for 2011, filed May 12, 2011. Includes 184 assets.

Year:

2013 2012 2011 2010 2009 2008

Est. Net Worth

$48.3M

2011 annual disclosure

Total Assets

$23.8M - $72.7M

184 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$32.4M (123)

Mutual Funds$6.4M (29)

Bank & Cash$3.2M (3)

ETFs$1.9M (16)

Real Estate$1.5M (3)

LLC / Partnership$1.3M (3)

Gov. Securities$750K (4)

Insurance$750K (1)

Retirement & Pension$65K (2)

Top Stock Holdings (from trades)

Procter & Gamble Co.PG

$2.7M

Microsoft Corp.MSFT

$1.5M

All Assets (184)

Asset	Type	Owner	Value	Income
Johnson & Johnson(JNJ)	Stocks	Self	$500,001 - $1,000,000	Dividends
Pall Corp.(PLL)	Stocks	Self	$500,001 - $1,000,000	Dividends
Peapack-Gladstone Financial Corp.(PGC)	Stocks	Self	$100,001 - $250,000	Dividends
Procter & Gamble Co.(PG)	Stocks	Self	$5,000,001 - $25,000,000	Dividends/Capital Gains
International Business Machines(IBM)	Stocks	Self	$1,000,001 - $5,000,000	Dividends
Eli Lilly & Co.(LLY)	Stocks	Self	$500,001 - $1,000,000	Dividends
Brocade Communications Systems, Inc. (IRA)(BRCD)	Retirement & Pension	Self	$15,001 - $50,000	None
Peapack-Gladstone Bank (Checking)	Bank & Cash	Self	$1,000,001 - $5,000,000	Interest
JP Morgan Chase Bank (Savings)	Bank & Cash	Self	$100,001 - $250,000	Interest
Congressional Federal Credit Union	Bank & Cash	Self	$15,001 - $50,000	Interest
Merck & Co., Inc.(MRK)	Stocks	Self	$100,001 - $250,000	Dividends
JP Morgan Funds	Mutual Funds	Self	$15,001 - $50,000	Dividends
Prime Money Market Fund (IRA)	Retirement & Pension	Self	$15,001 - $50,000	Dividends
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
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/Interest
Schlumberger LTD(SLB)	Stocks	Self	N/A	Dividends
Wells Fargo & Co. (NEW)(WFC)	Stocks	Self	N/A	Dividends
B G Group PLC(BRGYY)	Stocks	Self	N/A	Dividends
Nestle SA Sponsored ADR(NSRGY)	Stocks	Self	N/A	Dividends
General Electric Co.(GE)	Stocks	Self	N/A	Dividends
White Mountain Insurance Group(WTM)	Stocks	Self	N/A	Dividends/Interest
Chicago Bridge & Iron Co.(CBI)	Stocks	Self	N/A	Dividends
Schwab U.S. Treasury Money Fund	Mutual Funds	Self	$250,001 - $500,000	Dividends $201 - $1,000
Varian Medical Systems, Inc.(VAR)	Stocks	Self	$500,001 - $1,000,000	None
Denbury Resources, Inc. (formerly, Encore Acquisition Co)(DNR)	Stocks	Self	$500,001 - $1,000,000	None
Union Pacific Corp.(UNP)	Stocks	Self	$250,001 - $500,000	Dividends $2,501 - $5,000
American Superconductor Corp.(AMSC)	Stocks	Self	$250,001 - $500,000	None
Plains Exploration & Production Co.(PXP)	Stocks	Self	$1 - $15,000	None
Laboratory Corp. of America(LH)	Stocks	Self	$250,001 - $500,000	None
Emcore Energy Partners	LLC / Partnership	Self	$500,001 - $1,000,000	Dividends $15,001 - $50,000
Berkshire Hathaway CL/B(BRK.B)	Stocks	Self	$500,001 - $1,000,000	None
Google, Inc. CL A(GOOG)	Stocks	Self	$500,001 - $1,000,000	None
Bank of NY Mellon Corp(BK)	Stocks	Self	$250,001 - $500,000	Dividends $2,501 - $5,000
Coca Cola Company(KO)	Stocks	Self	$250,001 - $500,000	Dividends $2,501 - $5,000
Devon Energy Corp.(DVN)	Stocks	Self	N/A	Dividends
Encana Corp.(OVV)	Stocks	Self	N/A	Dividends
Royal Dutch Shell(SHEL)	Stocks	Self	N/A	Dividends
John Wiley & Son CL 'A'(WLY)	Stocks	Self	N/A	Dividends
Third Avenue Focused (THIFX)	Mutual Funds	Self	N/A	Dividends
Park Ridge NJ 3.875% Due 10/15/47 Park Ridge, NJ, US	Gov. Securities	Self	N/A	Interest
U.S. T-Note 1% due 8/31/11	Gov. Securities	Self	N/A	Interest/Capital Gains
iShares MSCI Emerging Markets Fund(EEM)	ETFs	Self	N/A	Interest/Capital Gains
Sysco Corporation(SYY)	Stocks	Self	N/A	Dividends
U.S. T-Note 7.5% due 11/30/11	Gov. Securities	Self	N/A	Interest/Capital Gains
Chevron Corp.(CVX)	Stocks	Self	N/A	Dividends
ABB Ltd ADR(ABB)	Stocks	Self	N/A	Dividends
TJX Co. Inc.(TJX)	Stocks	Self	N/A	Dividends
Medeo Health Solutions, Inc.	Stocks	Self	$250,001 - $500,000	None
Celgene Corp.(CELG)	Stocks	Self	$100,001 - $250,000	None
Cisco Systems, Inc.(CSCO)	Stocks	Self	$100,001 - $250,000	None
First Eagle Gold Fund Class A	Mutual Funds	Self	$250,001 - $500,000	Dividends $15,001 - $50,000
17.583 acres vacant land Franklin Twp, NJ, US	Real Estate	Self	$500,001 - $1,000,000	None
1/6 undivided interest in 393 Central St. Stoughton, MA, US	Real Estate	Self	$250,001 - $500,000	None
Property in Stockbridge, MA Stockbridge, MA, US	Real Estate	Self	$250,001 - $500,000	None
Battlesnake Mountain, LLC (15% interest) Stockbridge, MA, US	LLC / Partnership	Self	$250,001 - $500,000	Rent $1 - $200
Pacific Life - Whole Life Insurance	Insurance	Self	$500,001 - $1,000,000	N/A
General Electric Co.(GE)	Stocks	Self	$15,001 - $50,000	Dividends $201 - $1,000
Noble Corp, ORD(NE)	Stocks	Self	$50,001 - $100,000	Dividends $1,001 - $2,500
Medco Health Solutions(MHS)	Stocks	Self	$100,001 - $250,000	None
iShares Trust MSCI EAFE Index Fund(EFA)	ETFs	Self	$50,001 - $100,000	Dividends $1,001 - $2,500
SPDR Trust Unit Series 1 Standard & Poor's Depositary Receipt(SPY)	ETFs	Self	$250,001 - $500,000	Dividends $2,501 - $5,000
Abbott Laboratories(ABT)	Stocks	Self	N/A	Dividends
Bristol Myers Squibb Co.(BMY)	Stocks	Self	N/A	Dividends
IMS Health, Inc.(RX)	Stocks	Self	N/A	Dividends
Moody's Corp.(MCO)	Stocks	Self	N/A	Dividends
RH Donnelley Corp.(RHD)	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
Lowe's Corp.(LOW)	Stocks	Self	N/A	Dividends
Motorola, Inc.(MOT)	Stocks	Self	N/A	Dividends
CSX Corporation(CSX)	Stocks	Self	N/A	Dividends
AT&T, Inc.(T)	Stocks	Self	N/A	Dividends
Alcatel-Lucent ADR(ALU)	Stocks	Self	N/A	None
Daily Income Fund	Mutual Funds	Self	N/A	Interest
American Express Co.(AXP)	Stocks	Self	N/A	Dividends
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
Smucker, J.M. Co.(SJM)	Stocks	Self	N/A	Dividends
Dole Food Co.(DOLE)	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	$15,001 - $50,000	Dividends $1,001 - $2,500
Home Depot Inc.(HD)	Stocks	Spouse	$50,001 - $100,000	DIV/GAIN
Coca Cola Co.(KO)	Stocks	Spouse	$100,001 - $250,000	DIV/GAIN
PepsiCo, Inc.(PEP)	Stocks	Spouse	$100,001 - $250,000	DIV/GAIN
Altria Group, Inc.(MO)	Stocks	Spouse	$100,001 - $250,000	DIV/GAIN
Procter & Gamble Co.(PG)	Stocks	Spouse	$100,001 - $250,000	DIV/GAIN
Aetna, Inc.(AET) NSW	Stocks	Spouse	$1 - $1,000	GAIN
General Electric Co.(GE)	Stocks	Self	N/A	DIV
Emerson Electric Co.(EMR)	Stocks	Self	N/A	DIV
Parker-Hannifin Corp.(PH)	Stocks	Self	N/A	DIV/GAIN
Hewlett-Packard(HPQ)	Stocks	Self	N/A	DIV
International Business Machines(IBM)	Stocks	Self	N/A	DIV/GAIN
Microsoft Corp.(MSFT)	Stocks	Self	N/A	DIV/GAIN
BP PLC Sponsored ADR(BP)	Stocks	Self	N/A	DIV/GAIN
Exxon Mobil Corp(XOM)	Stocks	Self	N/A	DIV/GAIN
Royal Dutch Shell PLC ADR (Formerly, Royal Dutch Petroleum Co.)(RDS.A)	Stocks	Self	N/A	DIV
Union Pacific Corp.(UNP)	Stocks	Self	N/A	DIV/GAIN
J P Morgan Chase & Co.(JPM)	Stocks	Self	N/A	DIV
Oshkosh Intl Fund CL Y	Mutual Funds	Self	N/A	DIV
Yum! Brands, Inc.(YUM)	Stocks	Self	$250,001 - $500,000	Dividends/Capital Gains $15,001 - $50,000
Public Storage, Inc.(PSA)	Stocks	Self	$250,001 - $500,000	Dividends $2,501 - $5,000
Johnson & Johnson(JNJ)	Stocks	Self	$100,001 - $250,000	Dividends/Capital Gains $15,001 - $50,000
Stryker, Inc.(SYK)	Stocks	Self	$500,001 - $1,000,000	Capital Gains $50,001 - $100,000
Colgate-Palmolive Co.(CL)	Stocks	Self	$250,001 - $500,000	Dividends/Capital Gains $50,001 - $100,000
Diageo PLC ADR(DEO)	Stocks	Self	$100,001 - $250,000	Dividends/Capital Gains $5,001 - $15,000
Apache Corp.(APA)	Stocks	Self	$250,001 - $500,000	Dividends $1,001 - $2,500
Sussex Cty NJ - Cty College 3.5% due 9/01/2013 Sussex County, NJ, US	Gov. Securities	Self	$500,001 - $1,000,000	Interest $5,001 - $15,000
VMAC II Fund II LP	LLC / Partnership	Self	$100,001 - $250,000	None
iShares Barclays 1-3 Yr Credit Bond	ETFs	Self	$500,001 - $1,000,000	Interest $5,001 - $15,000
iShares Barclays Treasury - Inflation Protected Fund	ETFs	Self	$1,001 - $15,000	Interest/Capital Gains $15,001 - $50,000
Templeton Global Bond Fund Advisor Cl	Mutual Funds	Self	$1,000,001 - $5,000,000	Dividends $50,001 - $100,000
Philip Morris Int'l(PM)	Stocks	Self	$500,001 - $1,000,000	Dividends/Capital Gains $50,001 - $100,000
National Oilwell Varco, Inc.(NOV)	Stocks	Self	N/A	Dividends
SPDR Gold Trust(GLD)	ETFs	Self	N/A	None
Allianz NFJ Intl Value Fund	Mutual Funds	Self	N/A	Dividends
Absolute Strategies Fund Instl	Mutual Funds	Self	N/A	Dividends
VMAC Inv Amex Fund	Mutual Funds	Self	N/A	None
Dreyfus Govt Cash Mgmt Instl Shrs	Mutual Funds	Self	N/A	Dividends
Vanguard High Yield Corp Fund	Mutual Funds	Self	N/A	Dividends
State Street Corp.(STT)	Stocks	Self	N/A	Dividends
U.S. Bancorp (new)(USB)	Stocks	Self	N/A	Dividends
iShares MSCI Emerg Mkts Index Fund(EEM)	ETFs	Self	N/A	Dividends
Thomas White Intl Fund	Mutual Funds	Self	N/A	Dividends
Thornburg Intl Value Fund I	Mutual Funds	Self	N/A	Dividends
WisdomTree International Real Estate ETF(DRW)	ETFs	Self	$100,001 - $250,000	Dividends $15,001 - $50,000
Hausman Strategic Growth Fund	Mutual Funds	Self	$500,001 - $1,000,000	Dividends $1,001 - $2,500
Prince 15 Year US TIPS Index ETF	ETFs	Self	$250,001 - $500,000	Dividends $2,501 - $5,000
Chunghwa Corp.(CHT)	Stocks	Self	$15,001 - $50,000	Dividends $1 - $200
Analog Devices(ADI)	Stocks	Self	$50,001 - $100,000	Dividends $201 - $1,000
Exxon Corp.(XOM)	Stocks	Self	$15,001 - $50,000	Dividends $201 - $1,000
Franklin Intl Small Cap Growth Adv	Mutual Funds	Self	$250,001 - $500,000	Dividends $2,501 - $5,000
Tortoise Energy Infrastructure Corp.(TYG)	Stocks	Self	$250,001 - $500,000	Dividends $15,001 - $50,000
J P Morgan Chase & Co.(JPM)	Stocks	Spouse	N/A	Dividends
Coca Cola Co.(KO)	Stocks	Spouse	N/A	Dividends/Capital Gains
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/Capital Gains
iShares Barclays Treasury Inflation Protected Fund(TIP)	ETFs	Self	N/A	INT/GAIN
Philip Morris International(PM)	Stocks	Self	N/A	DIV/GAIN
Apollo Corp.	Stocks	Self	N/A	DIV/GAIN
Royal Dutch Shell PLC ADR(RDS.A)	Stocks	Self	N/A	DIV/GAIN
Schlumberger LTD(SLB)	Stocks	Self	N/A	DIV/GAIN
SPDR Gold Trust(GLD)	ETFs	Self	N/A	NONE
Allianz NFJ International Value Fund	Mutual Funds	Self	N/A	DIV
Thomas White International Fund	Mutual Funds	Self	N/A	DIV
Diamond Hill Long-Short Fund CLT	Mutual Funds	Self	N/A	GAIN
Hussman Strategic Growth Fund	Mutual Funds	Self	N/A	DIV
Leuthold Core Investment Fund Instl CL	Mutual Funds	Self	N/A	DIV
Dreyfus Government Cash Management Institutional Shares (Formerly, Dreyfus Instl Cash Advantage Fund)	Mutual Funds	Self	N/A	DIV
Vanguard Short-Term Tax Exempt Fund	Mutual Funds	Self	N/A	DIV
Vanguard High Yield Corp. Fund	Mutual Funds	Self	N/A	DIV/GAIN
Express Scripts, Inc.(ESRX)	Stocks	Self	N/A	GAIN
Apple, Inc.(AAPL)	Stocks	Self	N/A	GAIN
Google, Inc. Cl A(GOOGL)	Stocks	Self	N/A	GAIN
S & P North American Tech Software Index Fund	Mutual Funds	Self	N/A	GAIN
iShares Russell 2000 Value Index Fund	ETFs	Self	N/A	GAIN
iShares MSCI Emerging Markets Index Fund	ETFs	Self	N/A	DIV/GAIN
Thornburg Intl Value Fund I	Mutual Funds	Self	N/A	DIV
WisdomTree Intl Real Estate Index ETF	ETFs	Self	N/A	DIV
U.S. Bancorp(USB)	Stocks	Self	N/A	DIV
iShares 1-5 Year U.S. TIPS Index ETF	ETFs	Self	N/A	DIV
Wal-Mart Stores, Inc.(WMT)	Stocks	Self	N/A	DIV
Chevron Corp.(CVX)	Stocks	Self	$50,001 - $100,000	Dividends $1 - $200
Occidental Petroleum Corp.(OXY)	Stocks	Self	$50,001 - $100,000	Dividends $1 - $200
Chubb Corp.(CB)	Stocks	Self	$50,001 - $100,000	Dividends $1 - $200
3M Company(MMM)	Stocks	Self	$50,001 - $100,000	Dividends $201 - $1,000
Expeditors Intl of Washington, Inc.(EXPE)	Stocks	Self	$100,001 - $250,000	Dividends $201 - $1,000
Analog Devices(ADI)	Stocks	Self	$100,001 - $250,000	Dividends $201 - $1,000
Exelon Corp.(EXC)	Stocks	Self	$100,001 - $250,000	Dividends $1,001 - $2,500
Frontierga Neighbors Small Cap Value Instl	Mutual Funds	Self	$250,001 - $500,000	Dividends $201 - $1,000
Wasatch Small Cap Value Fund	Mutual Funds	Self	$250,001 - $500,000	None
Franklin Int'l Small Cap Growth Adv	Mutual Funds	Self	$500,001 - $1,000,000	Dividends $2,501 - $5,000
Vanguard Large Mid Cap ETF	ETFs	Self	$100,001 - $250,000	Dividends $1,001 - $2,500
Tortoise Energy Infrastructure Corp.(TYG)	Stocks	Self	$250,001 - $500,000	Dividends $5,001 - $15,000

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).