Daniel Lipinski
Daniel Lipinski Net Worth & Financial Disclosure
houseAnnual financial disclosure for 2010, filed May 14, 2010. Includes 67 assets.
Est. Net Worth
$2.5M
2010 annual disclosure
Total Assets
$1.3M - $3.7M
67 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$1.1M (22)
Retirement & Pension$994K (36)
Bank & Cash$325K (4)
ETFs$65K (2)
Stocks$49K (3)
Top Stock Holdings (from trades)
All Assets (67)
| Asset | Value |
|---|---|
401 CONVENTRY STOCK FUND (CIBC (BANK) MB FINANCIAL) | $100,001 - $250,000 |
401 CONVENTRY STOCK FUND | $15,001 - $50,000 |
401 K AMERICAN GROWTH FUND | $1,001 - $15,000 |
401 K EQUITY INDEX TRUST | $15,001 - $50,000 |
401 K FIDELITY CONTRAFUND | $1,001 - $15,000 |
401 K FIDELITY LOW PRICE STOCK FUND | $15,001 - $50,000 |
401K Fidelity Puritan Fund | $15,001 - $50,000 |
401K Harbor International Fund | $15,001 - $50,000 |
401K American McLennan Stock Fund | $50,001 - $100,000 |
401K Neuberger Genesis Fund | $15,001 - $50,000 |
401K PIMCO Total Return Fund | $15,001 - $50,000 |
401K Putnam S&P 500 Index Fund | $50,001 - $100,000 |
401K Summit Cash Reserve | $1,001 - $15,000 |
401K Templeton Foreign Fund | N/A |
401K TRP Midcap | $15,001 - $50,000 |
401K Vanguard Growth & Income | $1,001 - $15,000 |
401K Vanguard Midcap Stock Index | $15,001 - $50,000 |
401K Vanguard Prime Cap | $1,001 - $15,000 |
Arbitrage FDS | $1,001 - $15,000 |
BlackRock GNMA Fund | N/A |
Caldwell & Orkin Market Opportunity | $15,001 - $50,000 |
| $1,001 - $15,000 | |
Diamond Hill Focus Long Short Fund | $15,001 - $50,000 |
Direxion Funds | $1,001 - $15,000 |
First Eagle Global Fund | $15,001 - $50,000 |
First National Bank of LI IRA | $100,001 - $250,000 |
FPA New Income | $250,001 - $500,000 |
Franklin Adjust USGov Secs | $15,001 - $50,000 |
Hussman Invt Tr Strategic Growth | $15,001 - $50,000 |
Huntington Strategic Total Return | $50,001 - $100,000 |
IRA BlackRock GNMA Portfolio | $1,001 - $15,000 |
IRA Portfolio IRA Scheme Bank AG London London, UK | N/A |
London First Eagle Gold London, UK | $1,001 - $15,000 |
IRA Franklin Investments Adjust USGov Sec | $1,001 - $15,000 |
IRA Highland Floating Rate | $1 - $1,000 |
IRA JP Morgan Chase Bank CD | N/A |
| N/A | |
IRA Leuthold Grizzly | $1,001 - $15,000 |
IRA PIMCO Developing Local Markets | $1,001 - $15,000 |
IRA PIMCO GNMA Fund | $1,001 - $15,000 |
IRA PIMCO GNMA Fund Cl D | $1,001 - $15,000 |
IRA PIMCO Total Return Fund | $15,001 - $50,000 |
| $1,001 - $15,000 | |
IRA TD Bank Money Market | $15,001 - $50,000 |
Vanguard 500 Index Fund | $1,001 - $15,000 |
Leuthold Core | $15,001 - $50,000 |
Leuthold Grizzly | $1,001 - $15,000 |
Loomis Sayles Bond Inst | $15,001 - $50,000 |
| $15,001 - $50,000 | |
Merger Fund | $50,001 - $100,000 |
| $1,001 - $15,000 | |
MetLife TCA Money Market | $50,001 - $100,000 |
Nakoma Absolute Return | $15,000 - $50,000 |
Nuco All Asset Fund Institutional | $5,001 - $15,000 |
Pimco Developing Local Markets | $1,001 - $15,000 |
| $15,001 - $50,000 | |
Retirement CRF Bond Mkt | $1,001 - $15,000 |
Retirement CRF Growth | $1,001 - $15,000 |
Retirement CRF Stock | $1,001 - $15,000 |
Retirement TIAA Traditional | $1,001 - $15,000 |
Investment CRF Equity Index | $1,001 - $15,000 |
Rydex MGD Futures Strategy | $15,001 - $50,000 |
| $15,001 - $50,000 | |
TDAM Cash | $50,001 - $100,000 |
TDAM Money Market Portfolio | $1,001 - $15,000 |
Vanguard 500 | $100,001 - $250,000 |
Wachovia Bank | $100,001 - $250,000 |
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).