Rush Holt Net Worth & Financial Disclosure

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Annual financial disclosure for 2009, filed May 15, 2009. Includes 16 assets and 4 liabilities.

Year:

2013 2012 2011 2010 2009 2008

Est. Net Worth

-$510K

2009 annual disclosure

Total Assets

$280K - $700K

16 assets

Total Liabilities

$650K - $1.4M

4 liabilities

Total Trades

From PTR filings

Trade Volume

$1.9M

Midpoint of disclosed ranges

Net Worth Over Time

Show data table

Period	Est. net worth
2008	$216K
2009	-$510K
2010	$2.9M
2010	$2.4M
2011	$4.8M
2011	$1.1M
2012	$2.3M
2013	$2.7M

Assets by Category

Real Estate$350K (3)

Other$75K (2)

Bank & Cash$65K (2)

Mutual Funds$0 (5)

Stocks$0 (1)

LLC / Partnership$0 (1)

ETFs$0 (1)

Retirement & Pension$0 (1)

Top Stock Holdings (from trades)

NVR, Inc. Common Stock (partial sale)NVR

$33K

All Assets (16)

Asset	Type	Owner	Value	Income
Malvern Bank	Bank & Cash	Self	$15,001 - $50,000	Interest $201 - $1,000
Citizens Community Bank	Bank & Cash	Self	$15,001 - $50,000	Interest $201 - $1,000
One Trust (Wilmington)	Other	Self	$50,001 - $100,000	Capital Gains $1,001 - $2,500
Rental House Nashville, TN, US	Real Estate	Self	$100,001 - $250,000	Rent $5,001 - $15,000
Rental Cabins NY, US	Real Estate	Self	$100,001 - $250,000	Rent $5,001 - $15,000
Vanguard Wellington Fund	Mutual Funds	Spouse	N/A	Dividends
TIAA Traditional Fund	Mutual Funds	Spouse	N/A	Interest
Facebook Stock(META)	Stocks	Spouse	N/A	Capital Gains
Eastern Shore Living Trust	Other	Spouse	N/A	Rent
Broadcreek Holdings LLC	LLC / Partnership	Spouse	N/A	Capital Gains
TIAA-CREF Real Estate Fund	Mutual Funds	Spouse	N/A	Dividends
Invesco QQQ Trust(QQQ)	ETFs	Spouse	N/A	Dividends
Holtby Capital Fund 401(k)	Retirement & Pension	Spouse	N/A	None
Fidelity Magellan Fund	Mutual Funds	Spouse	N/A	Dividends
American Funds	Mutual Funds	Spouse	N/A	Dividends
Farm Share (48 acres)	Real Estate	Spouse	N/A	Rent

Liabilities (4)

Creditor	Type	Amount	Rate	Term
Wells Fargo Bank	mortgage	$100,001 - $250,000	—	—
Wells Fargo Bank	mortgage	$250,001 - $500,000	—	—
M&T Bank	other	$250,001 - $500,000	—	—
WSFS Bank	line of credit	$50,001 - $100,000	—	—

Trading Sector Allocation (from PTR trades)

Consumer Cyclical$33K

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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).