Patrick J. Tiberi

Patrick J. Tiberi Net Worth & Financial Disclosure

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Annual financial disclosure for 2013, filed May 15, 2013. Includes 35 assets and 3 liabilities.

Est. Net Worth
$1.1M
2013 annual disclosure
Total Assets
$858K - $2.3M
35 assets
Total Liabilities
$350K - $700K
3 liabilities
Total Trades
1
From PTR filings
Trade Volume
$175K
Midpoint of disclosed ranges

Net Worth Over Time

Show data table
PeriodEst. net worth
2008$1.5M
2009$1.2M
2010$1.7M
2011$2.1M
2012$523K
2013$1.1M

Assets by Category

Retirement & Pension$675K (24)
Insurance$425K (3)
Mutual Funds$299K (5)
Real Estate$175K (1)
Bank & Cash$8K (1)
Stocks$8K (1)

Top Stock Holdings (from trades)

All Assets (35)

AssetValue
470 & 472 S Padcitt Drive
$100,001 - $250,000
Amcap Fund
$100,001 - $250,000
American Balanced Fund (SEP IRA)
$1,001 - $15,000
Fifth Third Bank Account Custodian for Income Fund American Funds (IRA)
$1,001 - $15,000
Income Fund American Funds
$15,001 - $50,000
American Funds (IRA)
$50,001 - $100,000
American Funds
$50,001 - $100,000
New Economy Fund
$1,001 - $15,000
American Funds (IRA)
$15,001 - $50,000
American Funds (IRA)
$100,001 - $250,000
New Economy Fund (IRA)
$50,001 - $100,000
Northwestern Mutual Life Insurance (Whole)
$100,001 - $250,000
Northwestern Mutual Life Insurance (Whole)
$50,001 - $100,000
Ohio Deferred Comp Insurance (Whole Life)
$100,001 - $250,000
Ohio Deferred Comp Retirement Fund - Fidelity Contrafund
$15,001 - $50,000
Ohio Deferred Comp Retirement Fund - Fidelity Growth Company
$15,001 - $50,000
Ohio Deferred Comp Retirement Fund - Pimco Total Return
$1,001 - $15,000
Ohio Deferred Comp Retirement Fund - Vanguard Institutional Index
$1,001 - $15,000
Ohio Tuition Trust - Vanguard 529
$1,001 - $15,000
Ohio Tuition Trust - Vanguard 529
$1,001 - $15,000
Ohio Tuition Trust - Extended Market Index Option
$1,001 - $15,000
Ohio Tuition Trust - Income Portfolio
$1,001 - $15,000
Social Security Deferred Comp Retirement Fund - FPA Capital
$1,001 - $15,000
Cox Stock
$1,001 - $15,000
Social Security Deferred Comp Retirement Fund - Dodge & Cox
$1,001 - $15,000
P.E.R.S. Ohio - Retirement (Defined Benefit)
Ohio, US
$50,001 - $100,000
Ohio Tuition Trust - College Advantage 529 Based Options Aggressive 6-9 Age BlackRock Moderate
Ohio, US
$15,001 - $50,000
Ohio Tuition Trust - College Advantage 529 Based Options Aggressive 6-9 Age
Ohio, US
$1 - $1,000
Ohio Tuition Trust - College Advantage 529 Moderate Growth Index
Ohio, US
$1,001 - $15,000
Vanguard 529 Moderate Growth Index
$1,001 - $15,000
Ohio Tuition Trust - College Advantage Moderate Growth Index
Ohio, US
$1,001 - $15,000
Ohio Tuition Trust - College Advantage Income Portfolio
Ohio, US
$1,001 - $15,000
Vanguard 529 Income Portfolio
$1,001 - $15,000
Spouse Ohio Deferred Comp Retirement Fund - Fidelity Contrafund
$15,001 - $50,000
Washington Mutual Coverdell Education IRA
$1,001 - $15,000

Liabilities (3)

CreditorTypeAmount
Fifth Third Bank (with spouse)mortgage$250,001 - $500,000
Fifth Third Bank (with spouse)mortgage$50,001 - $100,000
Fifth Third Bank (with spouse)mortgage$50,001 - $100,000
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).