Thomas J. Rooney
Thomas J. Rooney Net Worth & Financial Disclosure
houseAnnual financial disclosure for 2012, filed August 8, 2012. Includes 23 assets and 3 liabilities.
Est. Net Worth
$3.5M
2012 annual disclosure
Total Assets
$1.7M - $6.5M
23 assets
Total Liabilities
$365K - $800K
3 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
Other$3.7M (5)
Stocks$184K (3)
Bank & Cash$158K (4)
Mutual Funds$41K (3)
LLC / Partnership$34K (5)
ETFs$0 (3)
Top Stock Holdings (from trades)
All Assets (23)
| Asset | Value |
|---|---|
Wells Fargo Crown Banking (formerly Wachovia Bank) | $1,001 - $15,000 |
JPMorgan Chase Bank | $50,001 - $100,000 |
| $1,001 - $15,000 | |
Oppenheimer Global Allocation Fund | $15,001 - $50,000 |
Virtus Alpha Sector Rotation Fund | $1,001 - $15,000 |
General Partner of Braddock Brewing Company II LP (Irish pub) Pittsburgh, PA, US | $1 - $1,000 |
PJ Rooney Family Limited Partnership Pittsburgh, PA, US | $15,001 - $50,000 |
PJ Rooney Irrevocable Trust 2005 West Palm Beach, FL, US | $50,001 - $100,000 |
Westchester Raceway LLC Yonkers, NY, US | $1 - $1,000 |
Trust under agreement dated (Crummy J Trust 2003) | $250,001 - $500,000 |
Cash | $50,001 - $100,000 |
Marketable securities brokerage accounts (see 2011 attached statements) | $100,001 - $250,000 |
Yonkers Raceway Corporation | $100,001 - $250,000 |
Promissory note | $50,001 - $100,000 |
Yonkers Raceway Corporation CL B nonvoting stock | $1 - $1,000 |
Pittsburgh Steelers Sports, Inc. GRAT | N/A |
Pittsburgh Steelers Sports, Inc. | N/A |
Rooney Family Investment Trust (14.3% contingent beneficial interest) | $1,000,001 - $5,000,000 |
Cash and Sweep Balances (Wells Fargo Bank, N.A.) | N/A |
| N/A | |
| N/A | |
Vanguard Total Return | N/A |
| N/A |
Liabilities (3)
| Creditor | Type | Amount |
|---|---|---|
| American Education Services | student loan | $100,001 - $250,000 |
| Bank of the West | other | $15,001 - $50,000 |
| Wells Fargo Bank | mortgage | $250,001 - $500,000 |
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).