Thomas J. Rooney
Thomas J. Rooney Net Worth & Financial Disclosure
houseAnnual financial disclosure for 2013, filed July 24, 2013. Includes 36 assets and 3 liabilities.
Est. Net Worth
$142.9M
2013 annual disclosure
Total Assets
$100.2M - $187M
36 assets
Total Liabilities
$450K - $1M
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
Mutual Funds$57M (11)
LLC / Partnership$52.5M (5)
Stocks$18M (4)
Other$13.6M (9)
Bank & Cash$1.7M (6)
ETFs$761K (1)
Top Stock Holdings (from trades)
All Assets (36)
| Asset | Value |
|---|---|
Wells Fargo Crown Banking | $1 - $1,000 |
Wells Fargo Essential Checking | $1,001 - $15,000 |
JPMorgan Chase Bank | $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 |
Liabilities (3)
| 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 | $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).