Rodney P. Frelinghuysen Net Worth & Financial Disclosure

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Annual financial disclosure for 2012, filed May 11, 2012. Includes 201 assets.

Year:

2013 2012 2011 2010 2009 2008

Est. Net Worth

$92.1M

2012 annual disclosure

Total Assets

$49.1M - $135.2M

201 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$80M (134)

Mutual Funds$5.7M (34)

Bank & Cash$3.6M (4)

ETFs$1.6M (14)

Gov. Securities$848K (5)

Real Estate$108K (2)

LLC / Partnership$75K (1)

Insurance$75K (1)

Retirement & Pension$75K (6)

Top Stock Holdings (from trades)

Procter & Gamble Co.PG

$2.7M

Microsoft Corp.MSFT

$1.5M

All Assets (201)

Asset	Type	Owner	Value	Income
Johnson & Johnson(JNJ)	Stocks	Self	$1,000,001 - $5,000,000	Dividends $100,001 - $1,000,000
Pall Corp.(PLL)	Stocks	Self	$500,001 - $1,000,000	Dividends $5,001 - $15,000
Peapack Gladstone Financial Corp.(PGC)	Stocks	Self	$100,001 - $250,000	Dividends $2,501 - $5,000
Procter & Gamble Co.(PG)	Stocks	Self	$5,000,001 - $25,000,000	Dividends $100,001 - $1,000,000
International Business Machines(IBM)	Stocks	Self	$5,000,001 - $25,000,000	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. (IRA)(BRCM)	Stocks	Self	$15,001 - $50,000	None
Peapack Gladstone Bank (KZG)	Bank & Cash	Self	$1,000,001 - $5,000,000	Interest $1,001 - $2,500
JP Morgan Chase Bank (SVGS)	Bank & Cash	Self	$100,001 - $250,000	Interest $201 - $1,000
Congressional Federal Credit Union	Bank & Cash	Self	$15,001 - $50,000	Interest $201 - $1,000
Merck & Co., Inc.(MRK)	Stocks	Self	$100,001 - $250,000	Dividends $5,001 - $15,000
JP Morgan Funds	Mutual Funds	Self	$15,001 - $50,000	Dividends $1 - $200
Prime Money Market Fund (IRA)	Mutual Funds	Self	$15,001 - $50,000	Dividends $1 - $200
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	Capital Gains
McGraw-Hill Cos., Inc.(MHP)	Stocks	Self	N/A	Dividends/Capital Gains
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
General Electric Co.(GE)	Stocks	Self	N/A	Dividends/Capital Gains
Chicago Bridge & Iron Co.(CBI)	Stocks	Self	N/A	Dividends/Capital Gains
Schwab U.S. Treasury Money Fund	Mutual Funds	Self	N/A	Dividends
Varian Medical Systems, Inc.(VAR)	Stocks	Self	N/A	Capital Gains
Denbury Resources, Inc.(DNR)	Stocks	Self	N/A	None
Union Pacific Corp.(UNP)	Stocks	Self	N/A	Dividends
American Superconductor Corp.(AMSC)	Stocks	Self	N/A	None
Laboratory Corp. of America(LH)	Stocks	Self	N/A	None
Vanguard Natural Resources (Formerly, Encore Energy Partners)	Stocks	Self	N/A	Dividends
Berkshire Hathaway CL 'B'(BRK.B)	Stocks	Self	N/A	None
Google, Inc. CL A(GOOGL)	Stocks	Self	N/A	None
Bank of NY Mellon Corp(BK)	Stocks	Self	N/A	Dividends
Coca Cola Company(KO)	Stocks	Self	N/A	Dividends
Devon Energy Corp.(DVN)	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 (TFCIX)(TFCIX)	Mutual Funds	Self	$250,001 - $500,000	Dividends $15,001 - $50,000
iShares MSCI Emerging Markets Fund(EEM)	ETFs	Self	$250,001 - $500,000	Dividends $2,501 - $5,000
Sysco Corporation(SYY)	Stocks	Self	$1 - $15,000	Dividends/Capital Gains $15,001 - $50,000
U.S. T-Note '75 due 1/30/11	Gov. Securities	Self	$500,001 - $1,000,000	Interest $2,501 - $5,000
Chevron Corp.(CVX)	Stocks	Self	$500,001 - $1,000,000	Dividends $5,001 - $15,000
ABB Ltd ADR(ABB)	Stocks	Self	$500,001 - $1,000,000	Dividends $5,001 - $15,000
TJX Co. Inc.(TJX)	Stocks	Self	$500,001 - $1,000,000	Dividends $2,501 - $5,000
Medco Health Solutions, Inc.(MHS)	Stocks	Self	$250,001 - $500,000	None
Celgene Corp.(CELG)	Stocks	Self	$250,001 - $500,000	None
Cisco Systems, Inc.(CSCO)	Stocks	Self	$500,001 - $1,000,000	Dividends $15,001 - $50,000
First Eagle Gold Fund Cl A	Mutual Funds	Self	$250,001 - $500,000	Dividends $1,001 - $2,500
Illinois Tool Works(ITW)	Stocks	Self	$1 - $15,000	Dividends $1,001 - $2,500
Halliburton Hldg Co.(HAL)	Stocks	Self	$1 - $15,000	Dividends $1,001 - $2,500
U.S. T-Note 1% due 3/31/12	Gov. Securities	Self	$15,001 - $50,000	Interest $1,001 - $2,500
U.S. T-Note 3.75% due 8/31/12	Gov. Securities	Self	$15,001 - $50,000	Interest $1 - $200
U.S. T-Note 6.25% due 4/30/13	Gov. Securities	Self	$15,001 - $50,000	Interest $1 - $200
293 Acres unimproved land Ewinghaven Twp., NJ, US	Real Estate	Self	$50,001 - $100,000	None
15 acres of unimproved land Stockbridge, MA, US	Real Estate	Self	$15,001 - $50,000	None
Battletane Mountain, LLC Rental Home Stockbridge, MA, US	LLC / Partnership	Self	$50,001 - $100,000	Rent $1 - $200
Pacific Life - Whole Life Insurance	Insurance	Self	$50,001 - $100,000	None
Merck & Co., Inc.(MRK)	Stocks	Self	$500,001 - $1,000,000	Dividends $15,001 - $50,000
Procter & Gamble Co.(PG)	Stocks	Self	$25,000,001 - $50,000,000	Dividends $50,001 - $100,000
Deutsche Bank Trust Co. Tax Free Income Fund	Mutual Funds	Self	$500,001 - $1,000,000	Dividends $15,001 - $50,000
Deutsche Bank Trust Money Market Account	Bank & Cash	Self	$250,001 - $500,000	Interest $1,001 - $2,500
Cisco Systems, Inc.(CSCO)	Stocks	Self	$50,001 - $100,000	Dividends $201 - $1,000
Intel Corp.(INTC)	Stocks	Self	$50,001 - $100,000	Dividends $1,001 - $2,500
Microsoft Corp.(MSFT)	Stocks	Self	$50,001 - $100,000	Dividends $1,001 - $2,500
Pfizer(PFE)	Stocks	Self	$250,001 - $500,000	Dividends $2,501 - $5,000
Bank of America(BAC)	Stocks	Self	$1 - $15,000	Dividends $201 - $1,000
General Electric Co.(GE)	Stocks	Self	$15,001 - $50,000	Dividends $201 - $1,000
Noble Corp. ORD(NE)	Stocks	Self	$15,001 - $50,000	Dividends $201 - $1,000
Medco Health Solutions(MHS)	Stocks	Self	$100,001 - $250,000	None
iShares Tr. MSCI EAFE Index Fund(EFA)	ETFs	Self	$50,001 - $100,000	Dividends $2,501 - $5,000
SPDR Tr. Unit Ser 1 Standard & Poor's Depositary Receipts(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
Moody's Corp.(MCO)	Stocks	Self	N/A	Dividends
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
Lowes Corp.(LOW)	Stocks	Self	N/A	Dividends
Motorola Solutions, Inc. (Formerly Motorola, Inc.)(MSI)	Stocks	Self	N/A	Dividends
CSX Corporation(CSX)	Stocks	Self	N/A	Dividends
AT&T, Inc. (new)(T)	Stocks	Self	N/A	DIV
Alcatel-Lucent ADR(ALU)	Stocks	Self	N/A	NONE
Daiwa Income Fund	Mutual Funds	Self	N/A	INT
American Express Co.(AXP)	Stocks	Self	N/A	DIV
McGraw-Hill Cos., Inc.(MHP)	Stocks	Self	N/A	DIV
Sherwin Williams Co.(SHW)	Stocks	Self	N/A	DIV
Dun & Bradstreet Corp. (NEW)(DNB)	Stocks	Self	N/A	DIV
Zimmer Holdings, Inc.(ZMH)	Stocks	Self	N/A	NONE
Smucker, J.M. Co.(SJM)	Stocks	Self	N/A	DIV
DelMonte Foods Co.(DLM)	Stocks	Self	N/A	DIV/GAIN
Comcast Corp, New Cl A(CMCSA)	Stocks	Self	N/A	DIV
Hospira, Inc.(HSP)	Stocks	Self	N/A	NONE
Ameriprise Financial, Inc.(AMP)	Stocks	Self	$100,001 - $250,000	Dividends $1,001 - $2,500
Motorola Mobility Holdings, Inc.(MMI)	Stocks	Self	$100,001 - $250,000	None
Home Depot, Inc.(HD)	Stocks	Spouse	$15,001 - $50,000	Dividends $1,001 - $2,500
Coca Cola Co.(KO)	Stocks	Spouse	$50,001 - $100,000	Dividends $1,001 - $2,500
PepsiCo, Inc.(PEP)	Stocks	Spouse	$50,001 - $100,000	Dividends $2,501 - $5,000
Altria Group, Inc.(MO)	Stocks	Spouse	$50,001 - $100,000	Dividends $2,501 - $5,000
Procter & Gamble Co.(PG)	Stocks	Spouse	$50,001 - $100,000	Dividends $2,501 - $5,000
General Electric Co.(GE)	Stocks	Spouse	$50,001 - $100,000	Dividends $1,001 - $2,500
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
International Business Machines(IBM)	Stocks	Self	N/A	Dividends/Capital Gains
Microsoft Corp.(MSFT)	Stocks	Self	N/A	Dividends
Exxon Mobil Corp(XOM)	Stocks	Self	N/A	Dividends/Capital Gains
Royal Dutch Shell PLC ADR(SHEL)	Stocks	Self	N/A	Dividends/Capital Gains
Union Pacific Corp.(UNP)	Stocks	Self	N/A	Dividends
J P Morgan Chase & Co.(JPM)	Stocks	Self	N/A	Dividends/Capital Gains
Columbk Int'l 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
Johnson & Johnson(JNJ)	Stocks	Self	N/A	Dividends
Stericycle, Inc.(SRCL)	Stocks	Self	N/A	GAIN
Colgate-Palmolive Co.(CL)	Stocks	Self	N/A	DIV/GAIN
Diageo PLC ADR(DEO)	Stocks	Self	N/A	DIV/GAIN
Apache Corp.(APA)	Stocks	Self	N/A	DIV
Sussex Cty NJ - Cty College 3.5% due 9/01/2013 Sussex County, NJ, US	Gov. Securities	Self	N/A	INT
VIMAC ETF Fund II LP	Retirement & Pension	Self	N/A	NONE
iShares Barclays 1-3 Yr Credit Bond ETF(CSJ)	ETFs	Self	N/A	INT
Templeton Global Bond Fund Advisor Class	Mutual Funds	Self	N/A	DIV
Philip Morris International(PM)	Stocks	Self	N/A	DIV
National Oilwell Varco, Inc.(NOV)	Stocks	Self	N/A	DIV
SPDR Gold Trust(GLD)	ETFs	Self	N/A	NONE
Allianz NFJ International Value Fund	Mutual Funds	Self	N/A	DIV
Absolute Strategies Fund Institutional	Mutual Funds	Self	N/A	DIV
VMAC IV III Annex Fund	Retirement & Pension	Self	$50,001 - $100,000	None
Dreyfus Gov't Cash Mgmt Instl SHS	Mutual Funds	Self	$250,001 - $500,000	Dividends $1,001 - $2,500
Vanguard High Yield Corp Fund	Mutual Funds	Self	$1 - $1,000	Dividends/Capital Gains $15,001 - $50,000
State Street Corp.(STT)	Stocks	Self	$50,001 - $100,000	Dividends $1,001 - $2,500
U.S. Bancorp (new)(USB)	Stocks	Self	$50,001 - $100,000	Dividends/Capital Gains $15,001 - $50,000
iShares MSCI Emerging Markets Index Fund(EEM)	ETFs	Self	$250,001 - $500,000	Dividends $5,001 - $15,000
Thomas White Int'l Fund	Mutual Funds	Self	$250,001 - $500,000	Dividends $5,001 - $15,000
Thornburg Int'l Value Fund I	Mutual Funds	Self	$250,001 - $500,000	Dividends $2,501 - $5,000
WisdomTree International Real Estate Index ETF(DRW)	ETFs	Self	$100,001 - $250,000	Dividends $5,001 - $15,000
Hussman Strategic Growth Fund	Mutual Funds	Self	$500,001 - $1,000,000	Dividends $1,001 - $2,500
Pimco 1-5 Year US TIPS Index ETF(STPZ)	ETFs	Self	$1 - $1,000	Dividends/Capital Gains $15,001 - $50,000
Chubb Corp.(CB)	Stocks	Self	$50,001 - $100,000	Dividends $1,001 - $2,500
Analog Devices(ADI)	Stocks	Self	N/A	Dividends
Exelon Corp.(EXC)	Stocks	Self	N/A	Dividends
Franklin Int'l Small Cap Growth Adv	Mutual Funds	Self	N/A	Dividends
Tortoise Energy Infrastructure Corp.(TYG)	Stocks	Self	N/A	Dividends
iShares Barclays 1-3yr Treasury Bond ETF(SHY)	ETFs	Self	N/A	Interest
AQR Managed Futures Strategy Fund I	Retirement & Pension	Self	N/A	None
Princeton Futures Strategy Fund I	Retirement & Pension	Self	N/A	Dividends
JP Morgan Chase & Co.(JPM)	Stocks	Self	$15,001 - $50,000	Dividends/Capital Gains $2,501 - $5,000
Coca Cola Co.(KO)	Stocks	Self	$50,001 - $100,000	Dividends $1,001 - $2,500
Altria Group, Inc.(MO)	Stocks	Self	$100,001 - $250,000	Dividends/Capital Gains $15,001 - $50,000
Abbott Labs(ABT)	Stocks	Self	$50,001 - $100,000	Dividends $2,501 - $5,000
Johnson & Johnson(JNJ)	Stocks	Self	$15,001 - $50,000	Dividends $1,001 - $2,500
Emerson Electric(EMR)	Stocks	Self	$50,001 - $100,000	Dividends $2,501 - $5,000
General Electric Co.(GE)	Stocks	Self	N/A	DIV
Hewlett-Packard(HPQ)	Stocks	Self	N/A	DIV/GAIN
Exxon Mobil Corp.(XOM)	Stocks	Self	N/A	DIV/GAIN
AT&T, Inc. (new)(T)	Stocks	Self	N/A	DIV/GAIN
Oakmark Intl Fund CL I	Mutual Funds	Self	N/A	DIV
Templeton Global Bond Fund	Mutual Funds	Self	N/A	INT
Procter & Gamble Co.(PG)	Stocks	Self	N/A	DIV
Novartis AG ADR(NVS)	Stocks	Self	N/A	DIV
Absolute Strategies Fund Intl	Mutual Funds	Self	N/A	DIV
Barclays 1-3yr. Credit Bond	Mutual Funds	Self	N/A	INT/GAIN
Philip Morris Intl(PM)	Stocks	Self	N/A	DIV/GAIN
Apache Corp.(APA)	Stocks	Self	N/A	DIV
Royal Dutch Shell PLC ADR(RDS.A)	Stocks	Self	N/A	DIV/GAIN
Schlumberger LTD(SLB)	Stocks	Self	$50,001 - $100,000	Dividends $1,001 - $2,500
SPDR Gold Trust(GLD)	ETFs	Self	$100,001 - $250,000	Dividends $1,001 - $2,500
Allianz NFJ Intl Value Fund	Mutual Funds	Self	$250,001 - $500,000	Dividends $5,001 - $15,000
Thomas White Intl Fund	Mutual Funds	Self	$250,001 - $500,000	Dividends $2,501 - $5,000
Hussman Strategic Growth Fund	Mutual Funds	Self	$250,001 - $500,000	Dividends $1,001 - $2,500
Sun Life Investment Fund Intl CIV	Mutual Funds	Self	$50,001 - $100,000	Dividends $1,001 - $2,500
Dreyfus Govt Cash Mgmt Instl SHS	Mutual Funds	Self	$50,001 - $100,000	Dividends $1 - $200
Vanguard Short-Term Tax Exempt Fund	Mutual Funds	Self	$100,001 - $250,000	Dividends $2,501 - $5,000
Vanguard High Yield Corp. Fund	Mutual Funds	Self	$1 - $1,000	Dividends/Capital Gains $15,001 - $50,000
Express Scripts, Inc.(ESRX)	Stocks	Self	$50,001 - $100,000	None
Apple, Inc.(AAPL)	Stocks	Self	$100,001 - $250,000	None
Google, Inc. CL A(GOOGL)	Stocks	Self	$100,001 - $250,000	None
S & P North American Tech Software Index Fund	Mutual Funds	Self	$50,001 - $100,000	Dividends/Capital Gains $5,001 - $15,000
iShares MSCI EAFE Index Fund	Mutual Funds	Self	$250,001 - $500,000	Dividends $2,501 - $5,000
Thornburg International Value Fund I	Mutual Funds	Self	$250,001 - $500,000	Dividends $5,001 - $15,000
WisdomTree International Real Estate Index ETF	ETFs	Self	$50,001 - $100,000	Dividends $5,001 - $15,000
U.S. Bancorp(USB)	Stocks	Self	$15,001 - $50,000	Dividends/Capital Gains $2,501 - $5,000
PIMCO 1-3 Year U.S. TIPS Index ETF	ETFs	Self	$1 - $1,000	Dividends/Capital Gains $15,001 - $50,000
Wal-Mart Stores, Inc.(WMT)	Stocks	Self	$15,001 - $50,000	Dividends $1,001 - $2,500
Chevron Corp.(CVX)	Stocks	Self	$50,001 - $100,000	Dividends $201 - $1,000
Occidental Petroleum Corp.(OXY)	Stocks	Self	$15,001 - $50,000	Dividends $1,001 - $2,500
Chubb Corp.(CB)	Stocks	Self	$15,001 - $50,000	Dividends $1,001 - $2,500
3M Company(MMM)	Stocks	Self	$15,001 - $50,000	Dividends $1,001 - $2,500
Expeditors International of Washington, Inc.(EXPE)	Stocks	Self	$15,001 - $50,000	Dividends $201 - $1,000
Analog Devices(ADI)	Stocks	Self	$50,001 - $100,000	Dividends $1,001 - $2,500
Exelon Corp.(EXC)	Stocks	Self	N/A	DIV/GAIN
Frontier Neols Small Cap Value Instl	Mutual Funds	Self	N/A	DIV/GAIN
Walthausen Small Cap Value Fund	Mutual Funds	Self	N/A	GAIN
Franklin Intl Small Cap Growth ADV	Mutual Funds	Self	N/A	DIV
Vanguard Emerging Mkts Index ETF(VWO)	ETFs	Self	N/A	DIV
Tortoise Energy Infrastructure Corp.(TYG)	Stocks	Self	N/A	DIV
iShares Barclays 1-3 Yr Trs. Bond ETF(SHY)	ETFs	Self	N/A	INT
Union Pacific Corp.(UNP)	Stocks	Self	N/A	DIV
Aspen Managed Futures Strategy Fund I	Retirement & Pension	Self	N/A	NONE
Princeton Futures Strategy Fund I	Retirement & Pension	Self	N/A	DIV

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).