Janice D. Schakowsky
Janice D. Schakowsky Net Worth & Financial Disclosure
houseAnnual financial disclosure for 2011, filed May 13, 2011. Includes 32 assets and 2 liabilities.
Est. Net Worth
$77K
2011 annual disclosure
Total Assets
$26K - $217K
32 assets
Total Liabilities
$25K - $65K
2 liabilities
Total Trades
20
From PTR filings
Trade Volume
$185K
Midpoint of disclosed ranges
Net Worth Over Time
Show data table
| Period | Est. net worth |
|---|---|
| 2008 | -$31K |
| 2009 | $508K |
| 2010 | $490K |
| 2011 | $77K |
| 2012 | $205K |
| 2013 | -$69K |
Assets by Category
Mutual Funds$121K (21)
Bank & Cash$501 (7)
Insurance$501 (1)
Other$0 (3)
Top Stock Holdings (from trades)
All Assets (32)
| Asset | Value |
|---|---|
Ameriprise Fund Tax Exempt Class A | $1,001 - $15,000 |
Fundamental Investors Inc 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 | N/A |
American Bank Fund | N/A |
Morgan Stanley Dean Witter Tax Free Fund | N/A |
Capital One Bank (Checking) | N/A |
Fidelity Liquidity Fund (Cash) | N/A |
Putnam Voyager Advantage | N/A |
Joint Investment (2000) | N/A |
Joint Investment (3000) | N/A |
Joint Investment (2000 - second listing) | N/A |
Bank of America (Checking) | N/A |
Nortrust (Closed - held at NMB Bank) | N/A |
Wells Fargo Cash | N/A |
Wells Fargo Bank | N/A |
T Rowe Price Institutional Large Cap | N/A |
American Funds | N/A |
Oakmark Fund Inc | N/A |
Global Growth & Income | N/A |
Private Bank Checking Chicago, IL, US | N/A |
Hartford Mutual Funds | $1,001 - $15,000 |
Madison Fund Class A | $1,001 - $15,000 |
Growth Fund of America | $1,001 - $15,000 |
Comerica Bank | $1 - $1,000 |
BlackRock College Advantage 1998 | $15,001 - $50,000 |
BlackRock College Advantage 2001 | $1,001 - $15,000 |
BlackRock College Advantage 2003 | $1,001 - $15,000 |
United Omaha Universal Life | $1 - $1,000 |
Liabilities (2)
| Creditor | Type | Amount |
|---|---|---|
| Citibank A Advantage | credit card | $15,001 - $50,000 |
| Wells Fargo | margin loan | $10,001 - $15,000 |
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).