STEVEN R. ROTHMAN

STEVEN R. ROTHMAN Net Worth & Financial Disclosure

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Annual financial disclosure for 2009, filed May 15, 2009. Includes 79 assets.

Est. Net Worth
$4.3M
2009 annual disclosure
Total Assets
$2.5M - $6.1M
79 assets
Total Liabilities
$0
0 liabilities
Total Trades
28
From PTR filings
Trade Volume
$641K
Midpoint of disclosed ranges

Net Worth Over Time

Show data table
PeriodEst. net worth
2008$3.8M
2009$4.3M
2010$4.3M
2011$3.5M
2012$3.7M

Assets by Category

Real Estate$2.3M (16)
Bank & Cash$669K (24)
Mutual Funds$526K (19)
LLC / Partnership$490K (5)
Gov. Securities$140K (3)
Retirement & Pension$123K (8)
ETFs$33K (2)
Other$16K (2)

Top Stock Holdings (from trades)

All Assets (79)

AssetValue
125 Louis Street
South Hackensack, NJ, US
$15,001 - $50,000
125 Louis Street
South Hackensack, NJ, US
$50,001 - $100,000
125 Louis Street
South Hackensack, NJ, US
$50,001 - $100,000
125 Louis Street
South Hackensack, NJ, US
$100,001 - $250,000
175 Louis Street
Hackensack, NJ, US
$100,001 - $250,000
Sustar LLC
Hackensack, NJ, US
$100,001 - $250,000
17793 Southwick Way
Boca Raton, FL, US
$100,001 - $250,000
250 North Street
Teterboro, NJ, US
$100,001 - $250,000
38 Jefferson Street
Hackensack, NJ, US
$100,001 - $250,000
E. Forest Avenue
Hackensack, NJ, US
$100,001 - $250,000
40 Ruta Court
South Hackensack, NJ, US
$100,001 - $250,000
425 Green Street
Ridgefield, NJ, US
$250,001 - $500,000
45 Ruta Court
South Hackensack, NJ, US
$15,001 - $50,000
38-40 Huyler Street
South Hackensack, NJ, US
$1,001 - $15,000
538-540 Huyler Street
South Hackensack, NJ, US
$15,001 - $50,000
550 Huyler Street
South Hackensack, NJ, US
$250,001 - $500,000
90 Grand Street
Teterboro, NJ, US
$50,001 - $100,000
80 Wesley Street; RNN LLC
South Hackensack, NJ, US
$100,001 - $250,000
Alliance Bernstein International Fund (Spouse IRA)
$1,001 - $15,000
Alliance Bernstein Global Fund (Spouse IRA)
$1,001 - $15,000
American Capital Income
$15,001 - $50,000
American Capitol World Growth and Inc
$50,001 - $100,000
Blackrock Equity
$15,001 - $50,000
Blackrock Global
N/A
CD Amtrust Bank
$50,001 - $100,000
CD Amtrust Bank
$50,001 - $100,000
CD Capmark Bank
$15,001 - $50,000
CD Capmark Bank
$50,001 - $100,000
CD Citibank (See Footnote 1)
N/A
CD Citibank (See Footnote 2)
N/A
CD Discover Bank
N/A
CD Discover Bank
N/A
CD First Bank of PR
$15,001 - $50,000
CD First Bank of PR
$1,001 - $15,000
CD First Bank of PR
$15,001 - $50,000
CD National City Bank
$50,001 - $100,000
CD Washington Mutual Bank
$50,001 - $100,000
CD Washington Mutual Bank
$50,001 - $100,000
CDBNW Bank of North America
$15,001 - $50,000
CD/GE Capital Financial Inc
$50,001 - $100,000
CGM Advisor Targeted
$1,001 - $15,000
Citibank Retirement Plan
$1,001 - $15,000
Citibank Savings Account (1/3 owner)
$1,001 - $15,000
Columbia Bank Account
$1,001 - $15,000
Columbia Bank Account
$1,001 - $15,000
Columbia Bank Checking Account
$1,001 - $15,000
Columbia Masco 21st
$1,001 - $15,000
Dreyfus NJ Money Market Fund
$1 - $1,000
Dreyfus NJ Money Market Fund
$15,001 - $50,000
Dreyfus NJ Money Market Fund
$1,001 - $15,000
Dreyfus NJ Money Market Fund
$1,001 - $15,000
Dreyfus NJ Money Market Fund (Dreyfus)
$15,001 - $50,000
Eaton Vance Worldwide Health
N/A
Fidelity Advisor Leveraged
$1,001 - $15,000
Fidelity Municipal Money Market Fund
$50,001 - $100,000
Goldman Sachs
$1,001 - $15,000
Henderson Intl
$1,001 - $15,000
$15,001 - $50,000
N/A
Israel State 7th Development Currency
$50,001 - $100,000
Loomis Sayles Strategic
$15,001 - $50,000
Merrill Lynch Bank & Trust Co. FSBC CD (See Footnote 3)
N/A
Merrill Lynch Bank USA RASP
$15,001 - $50,000
Merrill Lynch Bank, USA CD (See Footnote 3)
N/A
New Jersey St Trans Tr
New Jersey, US
$15,001 - $50,000
Oppenheimer Global Fund Class A (Formerly Oppenheimer Global Fund Cls A)
$15,001 - $50,000
PNC Summit Checking a/c (1/3 owner)
$1,001 - $15,000
RNN LLC Columbia Bank Acct
$50,001 - $100,000
Roan Mun. Money Mkt. Fund (5.7% owner)
$15,001 - $50,000
Steven R. Rothman Irrev. Life Ins. Trust
$1,001 - $15,000
Steven R. Rothman Irrev. Life Ins. Trust
$1,001 - $15,000
Susstar LLC Columbia Bank
$15,001 - $50,000
Templeton Global Bond Fund
$1,001 - $15,000
Twinks Checking Account
$1,001 - $15,000
Twinks LLC
$15,001 - $50,000
Union County NJ Inv. Auth
$15,001 - $50,000
Vanguard Emerging Markets Index
$15,001 - $50,000
Vanguard Emerging Stock Index Fund
$50,001 - $100,000
Vanguard Emerging Stock Index Fund
$1 - $1,000
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).
STEVEN R. ROTHMAN Net Worth & Financial Disclosure 2009: Assets & Portfolio | Congress Stock Tracker