Patrick J. Tiberi

Patrick J. Tiberi Net Worth & Financial Disclosure

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Annual financial disclosure for 2008, filed May 15, 2008. Includes 25 assets and 2 liabilities.

Est. Net Worth
$1.5M
2008 annual disclosure
Total Assets
$964K - $2.4M
25 assets
Total Liabilities
$100K - $200K
2 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

Mutual Funds$812K (11)
Real Estate$350K (2)
Insurance$250K (2)
Retirement & Pension$247K (8)
Bank & Cash$8K (1)
Stocks$8K (1)

Top Stock Holdings (from trades)

All Assets (25)

AssetValue
2210 & 2212 Tupsfield Rd.
$100,001 - $250,000
5596 & 5598 Parkville Rd. (with father)
$100,001 - $250,000
Amcap Fund
$250,001 - $500,000
American Funds
$100,001 - $250,000
Fifth Third Bank Account
Columbus, Ohio, US
$1,001 - $15,000
Income Fund
$15,001 - $50,000
American Funds
$50,001 - $100,000
Investment Co. (IRA) - Invesco
$15,001 - $50,000
$1,001 - $15,000
Mason Street Mutual Fund (formerly Robert W. Baird Co.)
$15,001 - $50,000
New Economy Fund - American Funds
$15,001 - $50,000
New Perspective Fund - American Funds
$1,001 - $15,000
Northwestern Mutual Life Insurance
$100,001 - $250,000
Northwestern Mutual Life Insurance
$50,001 - $100,000
Ohio Deferred Comp Retirement Fund
$50,001 - $100,000
Ohio Growth Company
$1,001 - $15,000
Vanguard Institutional Index Retirement Fund
$15,001 - $50,000
Ohio Deferred Comp Contrafund - Fidelity
$15,001 - $50,000
Ohio Deferred Comp Retirement Fund - Pimco Total Return
$1,001 - $15,000
Ohio Tuition Trust - 529
Ohio, US
$15,001 - $50,000
P.E.R.S. Ohio - Retirement
Ohio, US
$50,001 - $100,000
Spouse Ohio Deferred Comp Retirement Fund - Dodge & Cox Stock
$1,001 - $15,000
Spouse Ohio Deferred Comp Retirement Fund - F.P.A. Capital
$1,001 - $15,000
Spouse Ohio Deferred Comp Retirement Fund - Fidelity
$1,001 - $15,000
Washington Mutual Coverdell Education IRA
$1,001 - $15,000

Liabilities (2)

CreditorTypeAmount
Fifth Third Bank (with spouse)mortgage$50,001 - $100,000
Fifth Third Bank (with father)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).
Patrick J. Tiberi Net Worth & Financial Disclosure 2008: Assets & Portfolio | Congress Stock Tracker