Joe Donnelly Net Worth & Financial Disclosure

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Annual financial disclosure for 2010, filed May 17, 2010. Includes 8 assets and 2 liabilities.

Year:

2012 2011 2010 2009 2008

Est. Net Worth

$146K

2010 annual disclosure

Total Assets

$105K - $276K

8 assets

Total Liabilities

$25K - $65K

2 liabilities

Total Trades

From PTR filings

Trade Volume

N/A

Midpoint of disclosed ranges

Net Worth Over Time

Show data table

Period	Est. net worth
2008	$541K
2009	$466K
2010	$146K
2011	$174K
2012	$586K

Assets by Category

Mutual Funds$92K (4)

Retirement & Pension$75K (1)

Stocks$16K (2)

Bank & Cash$8K (1)

All Assets (8)

Asset	Type	Owner	Value	Income
Fidelity IRA Dividend Growth Fund	Mutual Funds	Spouse	$50,001 - $100,000	Dividends/Interest
Hudson IRA, Money Market Fund	Mutual Funds	Spouse	$1 - $1,000	Interest
IBM Stock(IBM)	Stocks	Joint	$1,001 - $15,000	Dividends $1 - $200
Manulife Financial(MFC)	Stocks	Spouse	$1,001 - $15,000	Dividends $1 - $200
Notre Dame Credit Union IRA, Money Market Fund	Mutual Funds	Spouse	$1,001 - $15,000	Interest $1 - $200
Notre Dame Credit Union IRA, Money Market Fund	Mutual Funds	Spouse	$1,001 - $15,000	Interest $1 - $200
Notre Dame Credit Union Savings Account	Bank & Cash	Joint	$1,001 - $15,000	Interest $1 - $200
1.40X RIRA Account - Growth & Income Fund	Retirement & Pension	Spouse	$50,001 - $100,000	Dividends/Interest

Liabilities (2)

Creditor	Type	Amount	Rate	Term
Bank of America	credit card	$10,001 - $15,000	—	—
Notre Dame Credit Union	personal loan	$15,001 - $50,000	—	—

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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).