Patrick J. Tiberi

Patrick J. Tiberi Net Worth & Financial Disclosure

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Annual financial disclosure for 2009, filed June 15, 2009. Includes 23 assets and 2 liabilities.

Est. Net Worth
$1.2M
2009 annual disclosure
Total Assets
$785K - $1.9M
23 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

Real Estate$725K (3)
Mutual Funds$221K (7)
Retirement & Pension$198K (8)
Insurance$150K (2)
Stocks$33K (1)
Bank & Cash$8K (1)
Other$8K (1)

Top Stock Holdings (from trades)

All Assets (23)

AssetValue
2210 & 2212 Tupsfield Rd.
Milton, MA, US
$100,001 - $250,000
5596 & 5598 Parkville Rd.
$100,001 - $250,000
5601 & 5606 Parkville Rd.
$250,001 - $500,000
Amcap Fund
$50,001 - $100,000
Fifth Third Bank Account
Cincinnati, Ohio, US
$1,001 - $15,000
Income Fund - American Funds
$15,001 - $50,000
Investment Co (IRA) - American Funds
$1,001 - $15,000
$15,001 - $50,000
Mason Street Mutual Fund
$1,001 - $15,000
New Economy Fund - American Funds
$15,001 - $50,000
Growth Fund - American Funds
$15,001 - $50,000
Northwestern Mutual Life Insurance
$50,001 - $100,000
Northwestern Mutual Life Insurance
$50,001 - $100,000
Ohio Deferred Comp Retirement Fund
$50,001 - $100,000
Ohio Deferred Comp Retirement Fund
$1,001 - $15,000
Ohio National Index Contrafund
$1,001 - $15,000
Fidelity Retirement Fund - PIMCO Total Return
$15,001 - $50,000
Ohio Tuition Trust 529
$1,001 - $15,000
P.E.R.S. Ohio - Retirement
$50,001 - $100,000
Spouse Ohio Deferred Comp Retirement Fund - Dodge & Cox Income Fund
$1,001 - $15,000
Spouse Ohio Deferred Comp Retirement Fund - F.P.A. Capital
$1,001 - $15,000
Spouse Ohio Deferred Comp Retirement Fund - Magellan Fund
$1,001 - $15,000
Magnolia 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).