Janice D. Schakowsky

Janice D. Schakowsky Net Worth & Financial Disclosure

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Annual financial disclosure for 2008, filed May 15, 2008. Includes 22 assets and 2 liabilities.

Est. Net Worth
-$31K
2008 annual disclosure
Total Assets
$22K - $330K
22 assets
Total Liabilities
$115K - $300K
2 liabilities
Total Trades
20
From PTR filings
Trade Volume
$185K
Midpoint of disclosed ranges

Net Worth Over Time

Show data table
PeriodEst. net worth
2008-$31K
2009$508K
2010$490K
2011$77K
2012$205K
2013-$69K

Assets by Category

Mutual Funds$120K (15)
Bank & Cash$24K (3)
Retirement & Pension$16K (2)
Insurance$8K (1)
Stocks$8K (1)

Top Stock Holdings (from trades)

All Assets (22)

AssetValue
Amcap Fund Inc. Class A
$1,001 - $15,000
Fundamental Investors Class A
$1,001 - $15,000
Growth Fund of America Class A
$1,001 - $15,000
Washington Mutual Investors Fund
$1,001 - $15,000
EuroPacific Growth Fund Class A
$1,001 - $15,000
Small Cap World Fund Class A
$1,001 - $15,000
American High-Income Trust
$1,001 - $15,000
Intermediate Bond Fund of America
$1,001 - $15,000
Investment Company of America
$1,001 - $15,000
Massachusetts Variable Life Insurance Co.
$1,001 - $15,000
Morgan Stanley Active Assets Account
$1,001 - $15,000
Oppenheimer Advantage Fund
$1,001 - $15,000
Putnam College Advantage (1998)
$1,001 - $15,000
Certificate of Deposit (NH Bank)
NH, US
$1,001 - $15,000
Variable Annuity (MetLife)
$1,001 - $15,000
AXA Equitable Deferred Annuity
$1,001 - $15,000
Thornburg Mortgage, Inc.
$1,001 - $15,000
Thornburg Investment Trust
$1,001 - $15,000
PNC Bank Account
$1,001 - $15,000
DWS Investments Funds
$1,001 - $15,000
Hartford Mutual Funds
$1,001 - $15,000
SP Pathway Interval Fund c/o MES Series Trust I
$1,001 - $15,000

Liabilities (2)

CreditorTypeAmount
Citi Bank Advantagecredit card$15,001 - $50,000
Citi Cardcredit card$100,001 - $250,000

Trading Sector Allocation (from PTR trades)

Technology$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).
Janice D. Schakowsky Net Worth & Financial Disclosure 2008: Assets & Portfolio | Congress Stock Tracker