Annual financial disclosure for 2013, filed July 24, 2013. Includes 36 assets and 3 liabilities.
| Asset | Value |
|---|---|
Wells Fargo Crown Banking | $1 - $1,000 |
Wells Fargo Essential Checking | $1,001 - $15,000 |
| Creditor | Type | Amount |
|---|---|---|
| American Education Services | student loan | $100,001 - $250,000 |
| Wells Fargo Home Mortgage | mortgage | $250,001 - $500,000 |
| JPMorgan Chase Bank | mortgage |
| $1,001 - $15,000 |
| $1,001 - $15,000 |
Oppenheimer Global Allocation | $1 - $1,000 |
Virtus Alpha Sector Rotation Fund | $1,001 - $15,000 |
14.1% interest in General Braddock Brewing Company Odenton, MD, US | $1 - $1,000 |
14.3% interest in PJR Rooney Investments LLC Washington, DC, US | $15,001 - $50,000 |
14.3% beneficial interest in the Patrick J Rooney 2005 Irrevocable Trust | $50,001 - $100,000 |
4.33% interest in Westchester Mercantile Market Inc Yonkers, NY, US | $1 - $1,000 |
14.3% beneficial interest in the Patrick J Rooney Sr Family Trust 2008 | $1,000,001 - $5,000,000 |
Cash (held in Patrick J Rooney Sr Family Trust 2008) | $500,001 - $1,000,000 |
Marketable Securities – 2021 Wells Fargo Advisors Brokerage Account | $1,000,001 - $5,000,000 |
Yonkers Racing Corporation (6,658 nonvoting shares – 14.3% interest) | $5,000,001 - $25,000,000 |
Patrick J. Rooney Sr. Cable Trust 2005 | $250,001 - $500,000 |
2021 estimated income tax payments | $250,001 - $500,000 |
Yonkers Racing Corporation – Class A | $1,001 - $15,000 |
Yonkers Racing Corporation Irrevocable Trust (Thomas J. Rooney 2011 Delaware Trust) | $1,000,001 - $5,000,000 |
Cash (held in Yonkers Racing Corporation Irrevocable Trust) | $100,001 - $250,000 |
Yonkers Racing Corporation (500 voting and 2,020 nonvoting shares) | $1,000,001 - $5,000,000 |
Thomas J. Rooney Sr. 2011 Delaware Trust (Family Trust) – 14.3% contingent beneficial interest | $1,000,001 - $5,000,000 |
Cash (held in Thomas J. Rooney Sr. 2011 Delaware Trust) | $500,001 - $1,000,000 |
Marketable securities held in a See JPMorgan brokerage account; contingent interest in Rooney Enterprises Inc that owns Pittsburgh Steelers Sports Inc | $25,000,001 - $50,000,000 |
9175 voting and 9175 non-voting shares of Rooney Enterprises Inc that owns Pittsburgh Steelers Sports Inc | $5,000,001 - $25,000,000 |
Advisors Inner Circle Fund III - Highland Equity Port | $1,241,271 - $1,241,271 |
Calamos Convertible Fund Class A | $1,691,836 - $1,691,836 |
Calamos Growth Fund Class A | $7,442,940 - $7,442,940 |
Calamos Market Neutral Income Fund | $5,128,140 - $5,128,140 |
Federated Strategic Value Dividend Fund | $12,593,780 - $12,593,780 |
Goldman Sachs Equity Income Fund Class A | $9,543,900 - $9,543,900 |
Hotchkis & Wiley High Yield Fund Class I | $8,624,520 - $8,624,520 |
Loomis Sayles Investment Grade Bond Fund Class Y | $4,557,710 - $4,557,710 |
MFS International New Discovery Fund Class A | $6,154,370 - $6,154,370 |
BARC REN COMMODITY BSKT 01/16/24 | $323,340 - $323,340 |
| $485,673 - $485,673 |
| $761,454 - $761,454 |
| $100,001 - $250,000 |