Luke Messer
Luke Messer Net Worth & Financial Disclosure
houseAnnual financial disclosure for 2013, filed May 15, 2013. Includes 26 assets and 5 liabilities.
Year:
Est. Net Worth
-$340K
2013 annual disclosure
Total Assets
$415K - $950K
26 assets
Total Liabilities
$645K - $1.4M
5 liabilities
Total Trades
30
From PTR filings
Trade Volume
$436K
Midpoint of disclosed ranges
Net Worth Over Time
Show data table
| Period | Est. net worth |
|---|---|
| 2013 | $565K |
| 2013 | -$883K |
| 2013 | -$340K |
Assets by Category
Mutual Funds$400K (13)
LLC / Partnership$175K (1)
Insurance$75K (1)
Bank & Cash$33K (7)
Real Estate$0 (1)
Other$0 (3)
Top Stock Holdings (from trades)
All Assets (26)
| Asset | Value |
|---|---|
Vanguard 500 Index Fund | $100,001 - $250,000 |
Vanguard Mid-Cap Index Fund | $50,001 - $100,000 |
Vanguard REIT Index Fund | $50,001 - $100,000 |
Vanguard Target Retirement 2040 Fund | $50,001 - $100,000 |
Plaid 3's LLC Virginia Beach, VA, US | $100,001 - $250,000 |
USAA Federal Savings Bank Account | $15,001 - $50,000 |
USAA Life Insurance Policy | $50,001 - $100,000 |
Citizen's Bank Park Etna, PA, US | N/A |
Capital One 360 Money Market | N/A |
Capital One 360 Savings Account | N/A |
Capital One 360 Checking Account | N/A |
JP Morgan 529 Plan | N/A |
JP Morgan 529 Plan | N/A |
JP Morgan 529 Plan | N/A |
American Funds New World Fund | N/A |
American Funds AMCAP Fund | N/A |
American Funds Capital Income Builder (Class A) | N/A |
American Funds Investment Company of America | N/A |
American Funds U.S. Government Securities Fund | N/A |
American Funds EuroPacific Growth Fund | N/A |
American Funds New Perspective Fund | N/A |
American Funds Washington Mutual Investors Fund | N/A |
American Funds Fundamental Investors Fund | N/A |
Ameritrade Account (ending 3) | N/A |
Ameritrade Account (ending 1) | N/A |
M&T Bank Checking Account | N/A |
Liabilities (5)
| Creditor | Type | Amount |
|---|---|---|
| Nelnet | student loan | $15,001 - $50,000 |
| Mainsource Bank, Shelbyville, IN | mortgage | $100,001 - $250,000 |
| Mainsource Bank, Shelbyville, IN | mortgage | $500,001 - $1,000,000 |
| Mainsource Bank, Shelbyville, IN | line of credit | $15,001 - $50,000 |
| Fifth Third Bank, Shelbyville, IN | other | $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).