Daniel Lipinski Net Worth & Financial Disclosure

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Annual financial disclosure for 2013, filed May 15, 2013. Includes 63 assets and 1 liabilities.

Year:

2013 2012 2011 2010 2009 2008

Est. Net Worth

$2.1M

2013 annual disclosure

Total Assets

$1.4M - $3.6M

63 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

Retirement & Pension$748K (21)

Mutual Funds$684K (27)

Bank & Cash$523K (5)

Stocks$450K (4)

ETFs$83K (2)

Other$32K (4)

Top Stock Holdings (from trades)

All Assets (63)

Asset	Type	Owner	Value	Income
401K American Fund Growth	Retirement & Pension	Spouse	$15,001 - $50,000	None
401K Coventry Stock	Retirement & Pension	Spouse	$50,001 - $100,000	None
401K Fidelity Contrafund	Retirement & Pension	Spouse	$1,001 - $15,000	None
401K Fidelity Low Price Stock	Retirement & Pension	Spouse	$15,001 - $50,000	None
401K Fidelity Puritan Fund	Retirement & Pension	Spouse	$15,001 - $50,000	None
Hartford 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 Instl	Retirement & Pension	Spouse	$15,001 - $50,000	None
401K PIMCO Total Return Instl	Retirement & Pension	Spouse	$15,001 - $50,000	None
401K Putnam S&P 500 Index	Retirement & Pension	Spouse	$1,001 - $15,000	None
401K T Rowe Price Retirement Fund 2030	Retirement & Pension	Spouse	$15,001 - $50,000	None
401K T Rowe Price Retirement Cash Reserve	Retirement & Pension	Spouse	$50,001 - $100,000	None
401K TRP Midcap	Retirement & Pension	Spouse	$50,001 - $100,000	None
401K T Rowe Price Dividend Growth	Retirement & Pension	Spouse	$1,001 - $15,000	None
401K Vanguard Midcap Stock Index	Retirement & Pension	Spouse	$50,001 - $100,000	None
401K Vanguard Prime Cap	Retirement & Pension	Spouse	$15,001 - $50,000	None
Arbitrage Fund Instl	Mutual Funds	Spouse	N/A	Capital Gains $201 - $1,000
ASG Managed Futures-A	Mutual Funds	Spouse	$15,001 - $50,000	Dividends $201 - $1,000
Caldwell & Orkin Market Opp Fund	Mutual Funds	Spouse	$50,001 - $100,000	Capital Gains $201 - $1,000
Coventry Health Care Stock	Stocks	Spouse	$15,001 - $50,000	Dividends $1 - $200
First Eagle Global Fund	Mutual Funds	Spouse	$15,001 - $50,000	Dividends/Cap Gains $1,001 - $2,500
First National Bank of LaGrange	Bank & Cash	Joint	$15,001 - $50,000	None
Husqvarna Inv Tr Strategic Growth	Mutual Funds	Spouse	N/A	Capital Loss
REI DoubleLine Total Return	Mutual Funds	Spouse	$15,001 - $50,000	None
IRA Eaton Vance Global Macro Instl	Mutual Funds	Spouse	N/A	None
Lord Abbett Short Duration Income Floating Rate Instl	Mutual Funds	Spouse	$15,001 - $50,000	None
IRA First Eagle Gold Fund	Mutual Funds	Spouse	N/A	None
IRA JP Morgan MBS-A	Mutual Funds	Spouse	N/A	None
IRA SPDR Gold Shares	ETFs	Spouse	$1,001 - $15,000	None
IRA TD Bank Money Market	Bank & Cash	Spouse	$1,001 - $15,000	None
Lord Abbett Global Bond Adv	Mutual Funds	Spouse	$15,001 - $50,000	Dividends/Cap Gains $1,001 - $2,500
IRA Vanguard 500 Index Fund	Mutual Funds	Spouse	$1,001 - $15,000	None
IVA Worldwide-A	Mutual Funds	Spouse	N/A	Capital Loss
Ivy Asset Strategic Instl	Mutual Funds	Spouse	$1,001 - $15,000	Dividends $201 - $1,000
Leuthold Core	Mutual Funds	Spouse	$15,001 - $50,000	Dividends/Capital Gains $1,001 - $2,500
Loomis Sayles Bond Instl	Mutual Funds	Spouse	N/A	Dividends/Capital Gains $1,001 - $2,500
Mainstay Marketfield	Mutual Funds	Spouse	$15,001 - $50,000	Capital Gains $1 - $200
Marsh & McLennan Stock(MMC)	Stocks	Spouse	$5,001 - $15,000	Dividends $1,001 - $2,500
MB Financial (FMBI)(FMBI)	Stocks	Spouse	$250,001 - $500,000	Interest $201 - $1,000
MetLife Stock(MET)	Stocks	Spouse	$15,001 - $50,000	Dividends $201 - $1,000
MetLife QA Money Market Account	Bank & Cash	Spouse	$50,001 - $100,000	Interest $1,001 - $2,500
Osterweis Strategic Income	Mutual Funds	Spouse	$5,001 - $15,000	Dividends $1,001 - $2,500
PIMCO All Asset All Authority Instl	Mutual Funds	Spouse	$15,001 - $50,000	Dividends $1,001 - $2,500
Strategy-A Futures	Other	Spouse	$1,001 - $15,000	Capital Gains $1 - $200
Retirement CRF Bond MKT	Other	Self	$1,001 - $15,000	None
Retirement CRF Growth	Other	Self	$1,001 - $15,000	None
Retirement CRF Stock	Other	Self	$1,001 - $15,000	None
Retirement TIAA Traditional	Retirement & Pension	Spouse	$1,001 - $15,000	None
Retirement CRF Equity Index	Retirement & Pension	Spouse	$1,001 - $15,000	None
Van Eck Gold A	Mutual Funds	Spouse	N/A	Capital Loss
Vanguard 500	Mutual Funds	Spouse	$100,001 - $250,000	Dividends $5,001 - $15,000
401K Vanguard Institutional Index	Retirement & Pension	Spouse	$15,001 - $50,000	None
Vanguard Total Market Bond Fund	Mutual Funds	Spouse	N/A	Dividends/Capital Loss $201 - $1,000
Wells Fargo	Bank & Cash	Spouse	$250,001 - $500,000	Interest $1 - $200
PIMCO Sr. Floating	Mutual Funds	Spouse	$15,001 - $50,000	Dividends/Capital Gains $201 - $1,000
TD Bank USA	Bank & Cash	Spouse	$15,001 - $50,000	Interest $1 - $200
Metropolitan West Total Return	Mutual Funds	Spouse	$15,001 - $50,000	Dividends/Capital Gains $201 - $1,000
Guggenheim Macro Opp	Mutual Funds	Spouse	$50,001 - $100,000	Dividends/Capital Gains $201 - $1,000
Ironclad Managed Risk	Mutual Funds	Spouse	$1,001 - $15,000	Capital Gains $201 - $1,000
SPDR Gold Shares(GLD)	ETFs	Spouse	$50,001 - $100,000	None
JP Morgan MBS-A	Mutual Funds	Spouse	N/A	Dividends/Capital Gains $1 - $200
IRA Angel Oak Multi Strat Income	Retirement & Pension	Spouse	$15,001 - $50,000	None
IRA PIMCO All Asset All Authority	Retirement & Pension	Spouse	$1,001 - $15,000	None

Liabilities (1)

Creditor	Type	Amount	Rate	Term
South Division Credit Union	mortgage	$250,001 - $500,000	—	—

Trading Sector Allocation (from PTR trades)

Financial Services$24K

Basic Materials$8K

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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).