Frank Pallone, Jr.
Frank Pallone, Jr. Net Worth & Financial Disclosure
houseAnnual financial disclosure for 2013, filed May 15, 2013. Includes 157 assets and 4 liabilities.
Est. Net Worth
$3.6M
2013 annual disclosure
Total Assets
$2.2M - $6.4M
157 assets
Total Liabilities
$415K - $900K
4 liabilities
Total Trades
131
From PTR filings
Trade Volume
$1.1M
Midpoint of disclosed ranges
Net Worth Over Time
Assets by Category
Mutual Funds$1.4M (90)
Retirement & Pension$1.1M (3)
Bank & Cash$724K (7)
Real Estate$375K (1)
Stocks$309K (23)
ETFs$289K (33)
Top Stock Holdings (from trades)
All Assets (157)
| Asset | Value |
|---|---|
AIM Investment Services Funds Invesco AIM Real Estate Fund CL Y | $1,001 - $15,000 |
MFS Municipal Income Trust (MO) (Margin) (Trust) | $15,001 - $50,000 |
Liabilities (4)
| Creditor | Type | Amount |
|---|---|---|
| Congressional Federal Credit Union | line of credit | $15,001 - $50,000 |
| Citi Mortgage Inc., San Antonio, TX | mortgage | $100,001 - $250,000 |
| Citibank, St. Louis, MO | mortgage |
Trading Sector Allocation (from PTR trades)
Consumer Defensive$113K
Technology$57K
Energy$40K
Financial Services$232K
Utilities$32K
Industrials$24K
Consumer Cyclical$32K
Healthcare$16K
Basic Materials
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).
