Joseph Bock Net Worth & Financial Disclosure

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Annual financial disclosure for 2013, filed February 10, 2014. Includes 31 assets.

Year:

2013

Est. Net Worth

$5.4M

2013 annual disclosure

Total Assets

$2.6M - $8.3M

31 assets

Total Liabilities

0 liabilities

Total Trades

From PTR filings

Trade Volume

N/A

Midpoint of disclosed ranges

Assets by Category

Stocks$4.1M (8)

LLC / Partnership$794K (11)

Mutual Funds$208K (2)

Retirement & Pension$150K (3)

Bank & Cash$138K (4)

Real Estate$33K (1)

Other$8K (1)

Insurance$8K (1)

All Assets (31)

Asset	Type	Owner	Value	Income
TJ Jones Rae Rep. Carpet Co.	LLC / Partnership	Self	$1,001 - $15,000	None
Wells Fargo Bank	Bank & Cash	Self	$15,001 - $50,000	Interest $1 - $200
Fidelity (see detail)	Mutual Funds	Self	$100,001 - $250,000	Dividends $2,501 - $5,000
TIAA-CREF (see detail)	Retirement & Pension	Self	$50,001 - $100,000	Dividends $2,501 - $5,000
Gladstone (see detail)	Stocks	Self	N/A	None
Kayne Anderson (see detail)	Retirement & Pension	Self	N/A	None
Raymond James Bank Deposit Program	Bank & Cash	Self	$98,469 - $98,469	None
Raymond James Bank A	Bank & Cash	Self	$7,112 - $7,112	None
American Express Centurion	Bank & Cash	Self	$0 - $0	None
Lorillard Incorporated(LO)	Stocks	Self	$32,275 - $32,275	None
Altria Group Inc(MO)	Stocks	Self	$36,980 - $36,980	None
ITC Holdings Corp(ITC)	Stocks	Self	$25,125 - $25,125	None
MFF Press	LLC / Partnership	Self	$1,001 - $15,000	Royalty
Prudential Annuity (Former Employer) IRA - Prudential	Retirement & Pension	Spouse	$50,001 - $100,000	Tax-Deferred $1,001 - $5,000
RAM - Portec AG	Stocks	Spouse	$100,001 - $250,000	Tax-Deferred $1,001 - $5,000
American Funds EuroPacific Growth Fund - R4E - 5620A	Mutual Funds	Spouse	$15,001 - $50,000	Tax-Deferred $201 - $1,000
South Bend Community School Corp.	Other	Spouse	$1,001 - $15,000	Tax-Deferred $1 - $200
Lee Family Revocable Trust	LLC / Partnership	Spouse	$250,001 - $500,000	Rent $5,001 - $15,000
Lee Corp. (Korean Bank)	Stocks	Spouse	$1,000,001 - $5,000,000	Dividends $50,001 - $100,000
Skye Corp.	Stocks	Spouse	$500,001 - $1,000,000	Dividends $15,001 - $50,000
Far East Trust	Stocks	Spouse	$50,001 - $100,000	Dividends $1,001 - $2,500
Irrevocable Trust	LLC / Partnership	Spouse	$100,001 - $250,000	Dividends $2,501 - $5,000
MetLife Insurance Policy (N.Y.)	Insurance	Self	$1,001 - $15,000	Interest $201 - $1,000
Trust of 1994	LLC / Partnership	DC	$15,001 - $50,000	Dividends $1,001 - $2,500
Secluded Farmhouse South Bend, IN, US	Real Estate	Self	$15,001 - $50,000	Capital Gains
Horizon Wind Energy Various locations, MN, US	LLC / Partnership	Self	$15,001 - $50,000	Capital Gains
Environmental Alternatives, LLC Madison, MN, US	LLC / Partnership	Self	$15,001 - $50,000	Capital Gains
American Solutions for Winning the Future Washington, DC, US	LLC / Partnership	Self	$15,001 - $50,000	Capital Gains
Reclaim America PAC Kansas City, MO, US	LLC / Partnership	Self	$15,001 - $50,000	Capital Gains
Expedition Alaska Anchorage, AK, US	LLC / Partnership	Self	$15,001 - $50,000	Capital Gains
Adventure Engineering Lees Summit, MO, US	LLC / Partnership	Self	$15,001 - $50,000	Capital Gains

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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).