Thomas J. Rooney Net Worth & Financial Disclosure

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Annual financial disclosure for 2010, filed May 14, 2010. Includes 20 assets and 2 liabilities.

Year:

2013 2012 2011 2010 2009

Est. Net Worth

$901K

2010 annual disclosure

Total Assets

$601K - $1.4M

20 assets

Total Liabilities

$65K - $150K

2 liabilities

Total Trades

838

From PTR filings

Trade Volume

$37.8M

Midpoint of disclosed ranges

Net Worth Over Time

Show data table

Period	Est. net worth
2009	$3.6M
2010	$901K
2011	$3.9M
2011	$3.9M
2012	$3.5M
2013	$142.9M

Assets by Category

LLC / Partnership$575K (7)

Other$250K (4)

Real Estate$175K (2)

Bank & Cash$8K (3)

Mutual Funds$0 (4)

Top Stock Holdings (from trades)

BlackRock Capital Investment CorporationBKCC

$2.5M

FTAI Aviation Ltd.FTAI

$2.1M

JPMorgan Alerian MLP Index ETNAMJ

$750K

Macquarie Infrastructure Holdings, LLCMIC

$550K

Ares Capital CorporationARCC

$536K

All Assets (20)

Asset	Type	Owner	Value	Income
Sojourn McDonalds	Other	Self	N/A	None
60 Acres in Davie Davie, FL, US	Real Estate	Self	N/A	None
Riverland Fund	Mutual Funds	Self	N/A	None
Putnam Balanced Fund	Mutual Funds	Self	N/A	None
Wachovia Money Market	Bank & Cash	Self	N/A	None
Wachovia Cash Investment	Bank & Cash	Self	N/A	None
MidCap Equity Index Fund	Mutual Funds	Self	N/A	None
Putnam Research Fund	Mutual Funds	Self	N/A	None
H2O Place LLC	LLC / Partnership	Self	N/A	None
US 41 Place USA US	LLC / Partnership	Self	N/A	None
M&T Bank USA	Bank & Cash	DC	$1,001 - $15,000	Interest $1 - $200
4.1% interest in Commercial Property known as The Shops at Tri Lakes Monument, CO, US	Real Estate	Self	$100,001 - $250,000	Rent $2,501 - $5,000
Roske Associates, Inc.	LLC / Partnership	Self	$50,001 - $100,000	Other $1,001 - $2,500
Pigeon Family Limited Partnership Washington, DC, US	LLC / Partnership	Self	$100,001 - $250,000	Other $1,001 - $2,500
Rooney Properties Virginia, US	LLC / Partnership	Self	$100,001 - $250,000	Other $1,001 - $2,500
Patriots Real Estate Trust (2005) Palm Beach, FL, US	LLC / Partnership	Self	$50,001 - $100,000	Other $1,001 - $2,500
Investment Corporation of Palm Beach Palm Beach, FL, US	LLC / Partnership	Self	$50,001 - $100,000	Other $1,001 - $2,500
Interest in and Beneficiary of the Mary Dianne Rooney Marital Trust f/b/o Mary Dianne Rooney (created 4/25/05)	Other	Self	$100,001 - $250,000	Other $1,001 - $2,500
Promissory Note of Yonkers Realty Corporation (held in Trust f/b/o Mary Dianne Rooney 4/25/05)	Other	Self	$50,001 - $100,000	Other $1 - $200
Contingent Beneficial Interest in the Estate of Mary S. Grady (2003)	Other	Self	N/A	None

Liabilities (2)

Creditor	Type	Amount	Rate	Term
American Education Services	student loan	$15,001 - $50,000	—	—
American Express	credit card	$50,001 - $100,000	—	—

Trading Sector Allocation (from PTR trades)

Healthcare$841K

Financial Services$4.2M

Consumer Defensive$371K

Basic Materials$258K

Industrials$2.9M

Communication Services$283K

Technology$1.2M

Insurance$251K

Consumer Cyclical$1.4M

Energy$1.2M

Banking$73K

Services$131K

Real Estate$1.2M

Utilities$606K

Retail Trade$154K

Wholesale Trade$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).