Joe Donnelly

Joe Donnelly Net Worth & Financial Disclosure

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Annual financial disclosure for 2008, filed May 15, 2008. Includes 9 assets and 2 liabilities.

Est. Net Worth
$541K
2008 annual disclosure
Total Assets
$606K - $1.3M
9 assets
Total Liabilities
$265K - $550K
2 liabilities
Total Trades
0
From PTR filings
Trade Volume
N/A
Midpoint of disclosed ranges

Net Worth Over Time

$586K$391K$195K$020082009201020112012

Assets by Category

Real Estate$750K (1)
Retirement & Pension$174K (5)
Stocks$16K (2)
Bank & Cash$8K (1)

All Assets (9)

AssetValue
1930 Lakeshore Drive
Michigan City, IN, US
$500,001 - $1,000,000
Fifth Third IRA, Dividend Growth Fund
$50,001 - $100,000
Fidelity IRA, Money Market Fund
$1,001 - $15,000
$1,001 - $15,000
$1,001 - $15,000
Notre Dame Credit Union IRA, Money Market Fund
$1,001 - $15,000
Notre Dame Credit Union IRA, Money Market Account
$1,001 - $15,000
Notre Dame Credit Union Savings Account
$1,001 - $15,000
TIAA-CREF IRA Account (Growth & Income Fund)
$50,001 - $100,000

Liabilities (2)

CreditorTypeAmount
First Horizon Home Mortgagemortgage$250,001 - $500,000
Bank of Americacredit card$15,001 - $50,000
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).
Joe Donnelly Net Worth & Financial Disclosure 2008 – Assets & Portfolio | Congress Stock Tracker