Daniel Lipinski Net Worth & Financial Disclosure

house

Annual financial disclosure for 2011, filed May 16, 2011. Includes 72 assets.

Year:

2013 2012 2011 2010 2009 2008

Est. Net Worth

$2.5M

2011 annual disclosure

Total Assets

$1.4M - $3.6M

72 assets

Total Liabilities

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

Retirement & Pension$1M (24)

Mutual Funds$953K (35)

Bank & Cash$334K (5)

Stocks$116K (3)

ETFs$16K (4)

Other$0 (1)

Top Stock Holdings (from trades)

All Assets (72)

Asset	Type	Owner	Value	Income
401K COVENTRY STOCK (CORUS BANK) MB FINANCIAL	Retirement & Pension	Spouse	$250,001 - $500,000	Interest $201 - $1,000
401K AMERICAN FUND GROWTH	Retirement & Pension	Spouse	$15,001 - $50,000	None
401K EQUITY INDEX TRUST	Retirement & Pension	Spouse	$50,001 - $100,000	None
401K FIDELITY CONTRAFUND	Retirement & Pension	Spouse	$1,001 - $15,000	None
401K FIDELITY LOW PRICE STOCK FUND	Retirement & Pension	Spouse	$15,001 - $50,000	None
401K Fidelity Puritan Fund	Retirement & Pension	Spouse	$15,001 - $50,000	None
401K Harbor International Fund	Retirement & Pension	Spouse	$50,001 - $100,000	None
401K Marsh & McLennan Stock Fund	Retirement & Pension	Spouse	$15,001 - $50,000	None
401K Neuberger Genesis Fund	Retirement & Pension	Spouse	$50,001 - $100,000	None
401K PIMCO Total Return Fund	Retirement & Pension	Spouse	$15,001 - $50,000	None
401K Putnam S&P 500 Index Fund	Retirement & Pension	Spouse	$15,001 - $50,000	None
401K Summit Cash Reserves	Retirement & Pension	Spouse	$1,001 - $15,000	None
401K TRP Midcap	Retirement & Pension	Spouse	$15,001 - $50,000	None
401K Vanguard Growth & Income	Retirement & Pension	Spouse	$15,001 - $50,000	None
401K Vanguard Midcap Stock Index	Retirement & Pension	Spouse	$15,001 - $50,000	None
401K Vanguard Prime Cap	Retirement & Pension	Spouse	$50,001 - $100,000	None
Stock Index	Mutual Funds	Spouse	$50,001 - $100,000	None
Arbitrage FDS	Mutual Funds	Spouse	$1,001 - $15,000	Dividends/Cap Gains $201 - $1,000
Caldwell & Orkin Market Opp Fund	Mutual Funds	Spouse	$15,001 - $50,000	None
Coventry Healthcare Stock(CVH)	Stocks	Spouse	$1,001 - $15,000	None
Diamond Hill Focus Long Short Fund	Mutual Funds	Spouse	$15,001 - $50,000	None
Direxion Fund	Mutual Funds	Spouse	N/A	Capital Loss
First Eagle Global Fund CL I	Mutual Funds	Spouse	$15,001 - $50,000	Dividends/Capital Gains $201 - $1,000
First National Bank of LaGrange	Bank & Cash	Joint	$50,001 - $100,000	None
Franklin Adjust US Gov Secs	Mutual Funds	Spouse	$15,001 - $50,000	Dividends/Capital Loss $201 - $1,000
Hussman Inv Tr Strategic Growth	Mutual Funds	Spouse	$50,001 - $100,000	Dividends $1 - $200
Hussman Strategic Total Return	Mutual Funds	Spouse	N/A	Capital Gains $1,001 - $2,500
IRA BlackRock GNMA Portfolio	Retirement & Pension	Spouse	N/A	None
First Eagle Gold Fund	Mutual Funds	Spouse	$1,001 - $15,000	None
IRA Franklin Templeton Adjust US Gov Secs	Retirement & Pension	Spouse	$1,001 - $15,000	None
IRA Highland Floating Rate Fund	Retirement & Pension	Spouse	$1 - $1,000	None
IRA Leuthold Grizzly	Retirement & Pension	Spouse	$1,001 - $15,000	None
IRA PIMCO Developing Local Markets	Retirement & Pension	Spouse	N/A	None
IRA PIMCO GNMA Fund	Retirement & Pension	Spouse	N/A	None
IRA PIMCO GNMA FUND CL D	Mutual Funds	Spouse	N/A	None
IRA PIMCO TOTAL RETURN FUND	Mutual Funds	Spouse	$15,001 - $50,000	None
IRA SPDR GOLD SHARES(GLD)	ETFs	Spouse	$1,001 - $15,000	None
IRA TD BANK MONEY MARKET	Bank & Cash	Spouse	$1,001 - $15,000	None
IRA VANGUARD 500 INDEX FUND	Mutual Funds	Spouse	$1,001 - $15,000	None
LEUTHOLD CORE	Mutual Funds	Spouse	$15,001 - $50,000	Dividends $1 - $200
LEUTHOLD GRIZZLY	Mutual Funds	Spouse	$1,001 - $15,000	None
LOOMIS SAYLES BOND INST	Mutual Funds	Spouse	$15,001 - $50,000	Dividends/Capital Gains $1,001 - $2,500
MARSH & MCLENNAN STOCK(MMC)	Stocks	Spouse	$50,001 - $100,000	Dividends $201 - $1,000
MERGER FUND	Mutual Funds	Spouse	$1,001 - $15,000	Capital Gains $201 - $1,000
METLIFE STOCK(MET)	Stocks	Spouse	$15,001 - $50,000	Dividends $201 - $1,000
METLIFE TCA MONEY MARKET ACCOUNT	Bank & Cash	Spouse	$50,001 - $100,000	Interest $1,001 - $2,500
NAKOMA ABSOLUTE RETURN	Mutual Funds	Spouse	$15,001 - $50,000	None
PIMCO ALL ASSET FUND INSTL CL	Mutual Funds	Spouse	$1,001 - $15,000	Dividends/Capital Gains $1,001 - $2,500
PIMCO Developing Local Markets	Mutual Funds	Spouse	N/A	Dividends/Capital Gains $1 - $200
PIMCO Bond Inv Grade Corp	Mutual Funds	Spouse	N/A	Dividends/Capital Gains $201 - $1,000
Retirement CRFF Bond Mkt	Mutual Funds	Spouse	$1,001 - $15,000	None
Retirement CRFF Growth	Mutual Funds	Spouse	$1,001 - $15,000	None
Retirement CRFF Stock	Mutual Funds	Spouse	$1,001 - $15,000	None
Retirement TIAA Traditional	Retirement & Pension	Spouse	$1,001 - $15,000	None
Index CRFF Equity Index	Mutual Funds	Spouse	$1,001 - $15,000	None
Rydex Mgd Futures Strategy	Mutual Funds	Spouse	N/A	Capital Loss
SPDR Barclays 1-3 Month T-Bill(BIL)	ETFs	Spouse	N/A	Capital Loss
TDAM Cash	Bank & Cash	Spouse	$1 - $1,000	None
TDA Money Market Portfolio	Mutual Funds	Spouse	$50,001 - $100,000	Dividends $1 - $200
Vanguard 500	Mutual Funds	Spouse	$100,001 - $250,000	Dividends $2,501 - $5,000
Wachovia Bank	Bank & Cash	Spouse	$100,001 - $250,000	Interest $1 - $200
401K Retirement Fund 2030	Retirement & Pension	Spouse	$15,001 - $50,000	None
IRA Templeton Global Bond Adv	Mutual Funds	Spouse	$15,001 - $50,000	None
Floating Rate Instl	Mutual Funds	Spouse	$15,001 - $50,000	None
IRA Eaton Vance Global Macro Instl	Mutual Funds	Spouse	$15,001 - $50,000	None
Invesco Strategic Income Instl	Mutual Funds	Spouse	$50,001 - $100,000	None
ProShares Ultra Short 20+ Yr Trsy	ETFs	Spouse	$1,001 - $15,000	None
Ivy Asset Strategic Instl	Mutual Funds	Spouse	$15,001 - $50,000	Dividends $1 - $200
Van Eck Gold A	Mutual Funds	Spouse	$1,001 - $15,000	Dividends/Capital Gains $201 - $1,000
American Century Zero Coupon 2025	Mutual Funds	Spouse	N/A	Capital Gains $201 - $1,000
Invesco DB Agriculture Index AIG Commodity(DBA)	ETFs	Spouse	N/A	Capital Loss
iPath S&P 500 VIX Short Term(VXX)	Other	Spouse	N/A	Capital Loss

Trading Sector Allocation (from PTR trades)

Financial Services$24K

Basic Materials$8K

Daniel Lipinski trades Wealthiest members Most active traders IL delegation Articles

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).