Daniel Lipinski
Daniel Lipinski Net Worth & Financial Disclosure
houseAnnual financial disclosure for 2012, filed May 15, 2012. Includes 74 assets and 1 liabilities.
Est. Net Worth
$2.1M
2012 annual disclosure
Total Assets
$1.4M - $3.6M
74 assets
Total Liabilities
$250K - $500K
1 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$1.6M (47)
Bank & Cash$533K (4)
Retirement & Pension$310K (17)
Stocks$106K (4)
ETFs$0 (2)
Top Stock Holdings (from trades)
All Assets (74)
| Asset | Value |
|---|---|
American Fund Growth | $15,001 - $50,000 |
401K Coventry Stock | $15,001 - $50,000 |
401K Fidelity Contrafund | $1,001 - $15,000 |
401K Fidelity Low Price Stock Fund | $15,001 - $50,000 |
401K Fidelity Puritan Fund | $15,001 - $50,000 |
Harbor International Fund | $50,001 - $100,000 |
40K Marsh & McLennan Stock Fund | $15,001 - $50,000 |
40K Neuberger Genesis Fund | $15,001 - $50,000 |
40K PIMCO Total Return Instl | $15,001 - $50,000 |
40K Putnam S&P Index Fund | $1,001 - $15,000 |
40K Retirement Fund 2030 | $15,001 - $50,000 |
40K Summit Cash Reserve | $1,001 - $15,000 |
40K TRP Midcap | $50,001 - $100,000 |
40K Vanguard Growth & Income (Transferred to Vanguard Dividend Growth) | $1,001 - $15,000 |
401K Vanguard Midcap Stock Index | $15,001 - $50,000 |
401K Vanguard Prime Cap | $15,001 - $50,000 |
Arbitrage Fund Instl | $1,001 - $15,000 |
ASG Managed Futures - A | $15,001 - $50,000 |
Caldwell & Orkin Market Opp Fund | $15,001 - $50,000 |
| $1,001 - $15,000 | |
Diamond Hill Focus Long-Short Fund | N/A |
First Eagle Global Fund Cl I | $15,001 - $50,000 |
First National Bank of LaGrange | $50,001 - $100,000 |
Franklin Adjust USGov Secs | N/A |
Franklin Inv Ttl Return Strategic Growth | $15,001 - $50,000 |
IRA DoubleLine Total Return | $15,001 - $50,000 |
IRA Eaton Vance Global Macro Instl | $1,001 - $15,000 |
IRA Eaton Vance Floating-Rate Instl | $15,001 - $50,000 |
IRA First Eagle Gold Fund | $1,001 - $15,000 |
JPMorgan Investment Funds Adjust USGov Secs | N/A |
JPMorgan Floating Rate Fund Cl Z | N/A |
IRA JP Morgan MBS-A | $15,001 - $50,000 |
IRA Leuthold Grizzly | $15,001 - $50,000 |
IRA Loomis Sayles Absolute Strat | N/A |
Fuji PIMCO Total Return Fund | N/A |
IRA Rydex SGI Long/Short Int Rate-H | N/A |
IRA SPDR Gold Shares | $1,001 - $15,000 |
IRA TD Bank Money Market | $1,001 - $15,000 |
Matthews Asia Bond Adv | $15,001 - $50,000 |
IRA US Global Investors Global Resources | $50,001 - $100,000 |
IRA Vanguard 500 Index Fund | $1,001 - $15,000 |
IVA Worldwide-A | $1,001 - $15,000 |
IVY Asset Strategic Instl | $1,001 - $15,000 |
Leuthold Core | $50,001 - $100,000 |
Leuthold Grizzly | N/A |
Loomis Sayles Bond-Inst | $1,001 - $15,000 |
Market Field | $1,001 - $15,000 |
| N/A | |
| $15,001 - $50,000 | |
Marsico Flexible Capital | N/A |
MFS Financial (fmy Corus Bank) | $250,001 - $500,000 |
Merger Fund | $1,001 - $15,000 |
| $15,001 - $50,000 | |
MetLife TCA Money Market Account | $50,001 - $100,000 |
Neuberger Berman Absolute Return Fund | N/A |
Osterweis Strategic Income | $15,001 - $50,000 |
PIMCO All Asset All Authority-Instl | $50,001 - $100,000 |
PIMCO All Asset Fund Instl | N/A |
PIMCO Total Return Instl | N/A |
Princeton Futures Strategy Fund | $1,001 - $15,000 |
| N/A | |
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 | $15,001 - $50,000 |
RETIREMENT CRF EQUITY INDEX | $1,001 - $15,000 |
TDAM CASH | $1,001 - $15,000 |
TDAM MONEY MARKET | $15,001 - $50,000 |
US GLOBAL INVESTORS GLOBAL RESOURCES | N/A |
VAN ECK GOLD A | $1,001 - $15,000 |
VANGUARD 500 | $100,001 - $250,000 |
VANGUARD INSTITUTIONAL INDEX | $50,001 - $100,000 |
VANGUARD TOTAL MARKET BOND FUND | $15,001 - $50,000 |
Wells Fargo (fmrly Wachovia Bank) | $250,001 - $500,000 |
Liabilities (1)
| Creditor | Type | Amount |
|---|---|---|
| South Division Credit Union | mortgage | $250,001 - $500,000 |
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).