Janice D. Schakowsky

Janice D. Schakowsky Net Worth & Financial Disclosure

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Annual financial disclosure for 2010, filed May 17, 2010. Includes 28 assets and 2 liabilities.

Est. Net Worth
$490K
2010 annual disclosure
Total Assets
$334K - $860K
28 assets
Total Liabilities
$65K - $150K
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$589K (17)
Bank & Cash$8K (5)
Retirement & Pension$0 (4)
LLC / Partnership$0 (1)
Stocks$0 (1)

Top Stock Holdings (from trades)

All Assets (28)

AssetValue
Amoco Fund Inc. Class A
$100,001 - $250,000
Fundamental Investors Inc. Class A
$50,001 - $100,000
Growth Fund of America Class A
$100,001 - $250,000
Washington Mutual Investors Fund
$15,001 - $50,000
EuroPacific Growth Fund Class A
$15,001 - $50,000
Small Cap World Fund Class A
$50,001 - $100,000
Ameritrade Income Tax Free (Gains)
N/A
International Bond Fund American A
N/A
Morgan Stanley Bank N.A.
N/A
Morgan Stanley Prime Money Market
N/A
Oppenheimer Senior Floating Rate
N/A
Permanente High Yield Fund
N/A
Retirement Account (1980)
N/A
Retirement Account (2001)
N/A
Retirement Account (2000)
N/A
Retirement Account (2001)
N/A
Bank of America Checking
N/A
Bank of America Savings
N/A
Deposit Held at M&T Bank
N/A
General Motors Holdings LLC
N/A
Thornburg Mortgage Inc.
N/A
Phoenix Investment Fund
N/A
AMCAP Fund Inc.
N/A
Capital Growth & Income
N/A
Private Bank Interest Savings Account
$1,001 - $15,000
Hartford Mutual Funds
$1,001 - $15,000
Putnam Investments
$1,001 - $15,000
Calamos Growth Fund
$1,001 - $15,000

Liabilities (2)

CreditorTypeAmount
Citibank Advantagecredit card$15,001 - $50,000
Wells Fargo (formerly Wachovia Securities)other$50,001 - $100,000

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 2010: Assets & Portfolio | Congress Stock Tracker