Thomas J. Rooney

Thomas J. Rooney Net Worth & Financial Disclosure

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Annual financial disclosure for 2011, filed September 19, 2011. Includes 16 assets and 1 liabilities.

Est. Net Worth
$3.9M
2011 annual disclosure
Total Assets
$1.6M - $6.5M
16 assets
Total Liabilities
$100K - $250K
1 liabilities
Total Trades
838
From PTR filings
Trade Volume
$37.8M
Midpoint of disclosed ranges

Net Worth Over Time

Show data table
PeriodEst. net worth
2009$3.6M
2010$901K
2011$3.9M
2011$3.9M
2012$3.5M
2013$142.9M

Assets by Category

Other$3.9M (4)
Bank & Cash$41K (2)
LLC / Partnership$34K (4)
Retirement & Pension$33K (1)
Mutual Funds$16K (3)
Stocks$9K (2)

Top Stock Holdings (from trades)

All Assets (16)

AssetValue
Wachovia Bank account
$1,001 - $15,000
JPMorgan Chase Bank account
$15,001 - $50,000
$1,001 - $15,000
Oppenheimer Global Allocation Fund
$1,001 - $15,000
Virtus Alpha Sector Rotation Fund
$1,001 - $15,000
Parsons Spon & Levensin PA 401(k) Plan
$15,001 - $50,000
Eagle Series Tr Mdcap Gr A
N/A
General Braddock Brewing Company II, LLC
$1 - $1,000
Rooney Associates
810 Yonkers Ave, Yonkers, NY, US
N/A
Pittsburgh Prothonotary Family Limited Partnership
Pittsburgh, PA, US
$15,001 - $50,000
PBT Non-Qualified Irrevocable Trust - 2005
West Palm Beach, FL, US
$100,001 - $250,000
Westchester Raceway LLC
Yonkers, NY, US
$1 - $1,000
14.3% beneficial interest in the Patrick J Rooney Sr Family Trust - 2003
$250,001 - $500,000
Promissory note and 20,500 shares of Yonkers Raceway Corporation common voting stock
$1 - $1,000
14.3% beneficial interest in the Patrick J Rooney 2003 GRAT - Cash GRAT
$250,001 - $500,000
14.3% beneficial interest in the Patrick J Rooney 2003 GRAT that owns shares of International Thoroughbred Breeders that owns stock of Pittsburgh
$1,000,001 - $5,000,000

Liabilities (1)

CreditorTypeAmount
American Education Servicesstudent loan$100,001 - $250,000

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
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).