Janice D. Schakowsky Net Worth & Financial Disclosure

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Annual financial disclosure for 2013, filed May 14, 2013. Includes 30 assets and 4 liabilities.

Year:

2013 2012 2011 2010 2009 2008

Est. Net Worth

-$69K

2013 annual disclosure

Total Assets

$322K - $855K

30 assets

Total Liabilities

$415K - $900K

4 liabilities

Total Trades

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

Bank & Cash$175K (4)

LLC / Partnership$175K (1)

Mutual Funds$164K (15)

Stocks$75K (7)

Retirement & Pension$0 (1)

ETFs$0 (2)

Top Stock Holdings (from trades)

Palantir Technologies IncPLTR

$8K

All Assets (30)

Asset	Type	Owner	Value	Income
Morgan Corp Stock	Stocks	Spouse	$50,001 - $100,000	Dividends $1,001 - $2,500
First State Bank of Atchison, KS Accounts Atchison, KS, US	Bank & Cash	DC	$100,001 - $250,000	Interest $1,001 - $2,500
Amera Fund Inc Class A	Mutual Funds	Self	$1,001 - $15,000	Dividends $1 - $200
Fundamental Investors Inc Class A	Mutual Funds	Self	$1,001 - $15,000	Dividends $1 - $200
Growth Fund of America Class A	Mutual Funds	Self	$1,001 - $15,000	Dividends $1 - $200
Washington Mutual Investors Fund	Mutual Funds	Self	$1,001 - $15,000	Dividends $1 - $200
EuroPacific Growth Fund Class A	Mutual Funds	Self	$1,001 - $15,000	Dividends $1 - $200
SmallCap World Fund Class A	Mutual Funds	Self	$1,001 - $15,000	Dividends $1 - $200
AIM Tax Exempt Funds	Mutual Funds	Self	$15,001 - $50,000	Tax-Deferred $201 - $1,000
BrightStart 529 College Fund	Mutual Funds	Self	$1,001 - $15,000	Tax-Deferred $1,001 - $2,500
Franklin Strategic Series Biotechnology	Mutual Funds	Self	$50,001 - $100,000	Capital Gains $15,001 - $50,000
S. Thomas Investment	LLC / Partnership	Self	$100,001 - $250,000	Other $50,001 - $100,000
American High-Income Trust (Intermediate Bond/Active Mgr)	Mutual Funds	Self	N/A	Interest
Bank of America Checking	Bank & Cash	Self	N/A	Interest
Bank of America Money Market (Deposit Not at Brokerage)	Bank & Cash	Self	N/A	Interest
Bristol-Myers Squibb(BMY)	Stocks	Self	N/A	Dividends
Walmart Inc.(WMT)	Stocks	Self	N/A	Dividends
S&P 500 Index Fund	Mutual Funds	Self	N/A	Dividends
Putnam Equity Fund	Mutual Funds	Self	N/A	Dividends
State Street Corp.(STT)	Stocks	Self	N/A	Dividends
Charles Schwab IRA	Retirement & Pension	Self	N/A	Excepted/Blind Trust
Charles Schwab Global Fund	Mutual Funds	Self	N/A	Dividends
JP Morgan Income Fund	Mutual Funds	Self	N/A	Interest
Standard & Poor's Fund	Mutual Funds	Self	N/A	Dividends
Goldman Sachs(GS)	Stocks	Self	N/A	Dividends
United States Natural Gas Fund(UNG)	ETFs	Self	N/A	Capital Gains
SPDR Gold Shares(GLD)	ETFs	Self	N/A	Capital Gains
Morgan Stanley Checking	Bank & Cash	Self	N/A	Interest
Walt Disney Co.(DIS)	Stocks	Self	N/A	Dividends
Verizon Corp.(VZ)	Stocks	Self	N/A	Dividends

Liabilities (4)

Creditor	Type	Amount	Rate	Term
Citibank AAdvantage	credit card	$50,001 - $100,000	—	—
PNC Mortgage	mortgage	$100,001 - $250,000	—	—
Chase Mortgage	mortgage	$250,001 - $500,000	—	—
Devon Bank Consumer Installment	other	$15,001 - $50,000	—	—

Trading Sector Allocation (from PTR trades)

Technology$8K

Janice D. Schakowsky trades Wealthiest members Most active traders IL delegation Articles

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).