Daniel Lipinski
Daniel Lipinski Net Worth & Financial Disclosure
houseAnnual financial disclosure for 2009, filed May 15, 2009. Includes 51 assets.
Est. Net Worth
$1.5M
2009 annual disclosure
Total Assets
$755K - $2.3M
51 assets
Total Liabilities
$0
0 liabilities
Total Trades
102
From PTR filings
Trade Volume
$1.2M
Midpoint of disclosed ranges
Net Worth Over Time
Show data table
| Period | Est. net worth |
|---|---|
| 2008 | $1.8M |
| 2009 | $1.5M |
| 2010 | $2.5M |
| 2011 | $2.5M |
| 2011 | $2.3M |
| 2012 | $2.1M |
| 2013 | $2.1M |
Assets by Category
Mutual Funds$798K (29)
Bank & Cash$441K (5)
Retirement & Pension$153K (13)
Stocks$116K (3)
Other$8K (1)
Top Stock Holdings (from trades)
All Assets (51)
| Asset | Value |
|---|---|
| $1,001 - $15,000 | |
401k Neuberger Genesis Fund | $1,001 - $15,000 |
401k PIMCO Total Return Fund | $1,001 - $15,000 |
401k Putnam S&P 500 Index Fund | $1,001 - $15,000 |
401k Summit Cash Reserve | $1,001 - $15,000 |
401k Templeton Foreign Fund | $1,001 - $15,000 |
401k TRP Midcap | $15,001 - $50,000 |
401k Vanguard Growth & Index | $1,001 - $15,000 |
401k Vanguard Midcap Stock | $15,001 - $50,000 |
401k Vanguard Prime Cap | $1,001 - $15,000 |
Arbitrage Fds Class R | N/A |
Caldwell & Orkin Market Opp Fund | $15,001 - $50,000 |
Corus Bank | $100,001 - $250,000 |
| $1,001 - $15,000 | |
Diamond Hill Focus Long Short Fund | $15,001 - $50,000 |
Direxion Funds | $15,001 - $50,000 |
First Eagle Global Fund CL | $15,001 - $50,000 |
First National Bank of LaGrange | $100,001 - $250,000 |
FPA New Income | $1,001 - $15,000 |
Hussman Inv. Tr. Strategic Growth | $15,001 - $50,000 |
IRA Arbitrage Funds Class R | N/A |
IRA Blackrock GNMA Portfolio | $1,001 - $15,000 |
IRA Caldwell & Orkin Market Opp Fund | N/A |
IRA Deutsche Bank AG London London, UK | $1,001 - $15,000 |
IRA Franklin Investments Adjust USGov Sec | $1,001 - $15,000 |
IRA Highland Floating Rate | $1,001 - $15,000 |
IRA JP Morgan Chase & Co Sr | $1,001 - $15,000 |
IRA JP Morgan Chase Bank Cd | $1,001 - $15,000 |
IRA Leuthold Grizzly | $1,001 - $15,000 |
IRA Pimco Developing Local Markets | N/A |
IRA Pimco GNMA Fund | $1,001 - $15,000 |
IRA TD Bank Money Market | $15,001 - $50,000 |
IRA Vanguard 500 Index Fund | $1,001 - $15,000 |
Leuthold Core | $15,001 - $50,000 |
| $50,001 - $100,000 | |
Merger Fund SBI | N/A |
Mettie Stock | $15,001 - $50,000 |
Mettler TCA Money Market | $100,001 - $250,000 |
Nakoma Absolute Return | $15,001 - $50,000 |
Pimco All Asset Fund Inst Class | N/A |
Retirement CRFF Bond Mkt | $1,001 - $15,000 |
Retirement CRFF Equity Index | $1,001 - $15,000 |
Retirement CRFF Growth | $1,001 - $15,000 |
Retirement CRFF Stock | $1,001 - $15,000 |
Retirement TIAA Traditional | $1,001 - $15,000 |
Rydex Mgd Futures Strategy | $15,001 - $50,000 |
TDAM Cash | $1,001 - $15,000 |
TDAM Money Market Portfolio | $50,001 - $100,000 |
VanEck Global Hard Assets | N/A |
Vanguard 500 | $100,001 - $250,000 |
Wachovia Bank | $50,001 - $100,000 |
Trading Sector Allocation (from PTR trades)
Financial Services$24K
Basic Materials$8K
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).