Peter J. Roskam Net Worth & Financial Disclosure

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Annual financial disclosure for 2013, filed May 15, 2013. Includes 72 assets.

Year:

2013 2012 2011 2010 2009 2008

Est. Net Worth

$933K

2013 annual disclosure

Total Assets

$401K - $1.5M

72 assets

Total Liabilities

0 liabilities

Total Trades

231

From PTR filings

Trade Volume

$2.1M

Midpoint of disclosed ranges

Net Worth Over Time

Show data table

Period	Est. net worth
2008	$1.4M
2009	$300K
2009	$682K
2010	$890K
2011	$2M
2012	$1.4M
2013	$933K

Assets by Category

Mutual Funds$470K (20)

ETFs$295K (26)

Retirement & Pension$129K (21)

Bank & Cash$24K (3)

Insurance$16K (2)

Top Stock Holdings (from trades)

IRA iShares Core S&P ETF Midcap (IJH)IJH

$65K

IRA iShares Core S&P Smallcap (IJR)IJR

$65K

IRA-John Hancock Strategic IncomeJHFIX

$33K

All Assets (72)

Asset	Type	Owner	Value	Income
529 Capitol World Bond Fund	Mutual Funds	Self	$50,001 - $100,000	None
529 American Funds New Perspective Growth	Mutual Funds	Self	$1,001 - $15,000	None
529 New World Fund	Mutual Funds	Self	$1,001 - $15,000	None
529 Short Term Bond Fund of America	Mutual Funds	Self	$100,001 - $250,000	None
529 Smallcap World Fund	Mutual Funds	Self	$50,001 - $100,000	None
529 Washington Mutual Investors Fund	Mutual Funds	Self	$15,001 - $50,000	None
Central Fd CDA Ltd Cl A (CEF)(CEF)	Mutual Funds	Self	$1,001 - $15,000	Dividends $1 - $200
Community Bank of Wheaton/Glen Ellyn accts	Bank & Cash	Self	$1,001 - $15,000	Interest $1 - $200
First Eagle Global Class C (FESCX)(FESCX)	Mutual Funds	Self	N/A	Dividends/Capital Gains $201 - $1,000
First Eagle Global Fund Class I (SGIIX)(SGIIX)	Mutual Funds	Self	$1,001 - $15,000	Dividends $201 - $1,000
IRA Central Fd CDA Ltd Cl A (CEF)(CEF)	Retirement & Pension	Self	N/A	Tax-Deferred
IRA First Eagle Global Cl I (SGIIX)(SGIIX)	Retirement & Pension	Self	$1,001 - $15,000	Tax-Deferred
IRA First TR Rck Index ETF (TOK)(TOK)	Retirement & Pension	Self	$1,001 - $15,000	Tax-Deferred
IRA Flexshares Exch Trd Fd (TDX) 3 Yr Tgt Duration(TDX)	Retirement & Pension	Self	$1,001 - $15,000	Tax-Deferred
IRA Guggenheim ETF Timber (CUT)(CUT)	Retirement & Pension	Self	$1,001 - $15,000	Tax-Deferred
IRA iShares Barclays TIPS Bond (TIP)(TIP)	Retirement & Pension	Self	$1,001 - $15,000	Tax-Deferred $1 - $200
iShares Core S&P MidCap (IJH)(IJH)	ETFs	Self	$50,001 - $100,000	Tax-Deferred
iShares Core S&P 500 (IVV)(IVV)	ETFs	Self	$15,001 - $50,000	Tax-Deferred
iShares iBoxx High Yield Corp Bond (HYG)(HYG)	ETFs	Self	$1,001 - $15,000	Tax-Deferred
Vanguard Short-Term Corp Bond Fund (VCSH)(VCSH)	ETFs	Self	$50,001 - $100,000	Tax-Deferred
IRA iShares MSCI Germany Index(EWG)	ETFs	Self	N/A	Tax-Deferred
IRA iShares Russell 2000 Value Index(IWN)	ETFs	Self	N/A	Tax-Deferred
IRA iShares S&P 500 Growth(IVW)	ETFs	Self	N/A	Tax-Deferred
IRA iShares S&P 500 Value Index(IVE)	ETFs	Self	N/A	Tax-Deferred
IRA iShares TR DJ US Telecom(IYZ)	ETFs	Self	N/A	Tax-Deferred
S&P Midcap 400 Value(IJJ)	ETFs	Self	N/A	Tax-Deferred
LV Asset Strategy CI I	Mutual Funds	Self	N/A	Tax-Deferred
IRA John Hancock Strategies Income	Mutual Funds	Self	N/A	Tax-Deferred
IRA Lord Abbett Senior Loan Portfolio(BKLN)	ETFs	Self	$1,001 - $15,000	Tax-Deferred
IRA Principal Global Diversified Income Fund	Mutual Funds	Self	N/A	Tax-Deferred
IRA Sector SPDR Trust - Technology(XLK)	ETFs	Self	N/A	Tax-Deferred
Utilities SPDR Trust(XLU)	ETFs	Self	N/A	Tax-Deferred
IRA Select Sector SPDR Trust - Energy(XLE)	ETFs	Self	N/A	Tax-Deferred
IRA Sentinel Short Maturity Government Fund Class A	Mutual Funds	Self	N/A	Tax-Deferred
IRA SPDR Dow Jones Intl Real Estate(RWX)	Retirement & Pension	Self	$1,001 - $15,000	None
IRA SPDR Dow Jones REIT(RWR)	Retirement & Pension	Self	$1,001 - $15,000	None
IRA SPDR S&P Global Natural Resources(GNR)	Retirement & Pension	Self	$1,001 - $15,000	None
IRA SPDR S&P Biotech(XBI)	Retirement & Pension	Self	N/A	None
IRA SPDR S&P Pharmaceuticals(XPH)	Retirement & Pension	Self	N/A	None
IRA SPDR Series Trust International Government Inflation Protected	Retirement & Pension	Self	$1,001 - $15,000	None
IRA Templeton Global Bond Fund Advisor Class(TGBAX)	Retirement & Pension	Self	N/A	None
IRA Oppenheimer Gold Fund(TGLDX)	Retirement & Pension	Self	N/A	None
IRA Vanguard Emerging Markets(VWO)	Retirement & Pension	Self	$1,001 - $15,000	None
IRA Vanguard FTSE World ex US Small Cap(VSS)	Retirement & Pension	Self	$1,001 - $15,000	None
IRA Vanguard International Equity Index(VEU)	Retirement & Pension	Self	$15,001 - $50,000	None
IRA Wasatch Emerging Markets Small Cap(WAEMX)	Retirement & Pension	Self	N/A	None
IRA WisdomTree Emerging Markets(DEM)	Retirement & Pension	Self	N/A	None
IRA WisdomTree Japan SmallCap Dividend(DFJ)	Retirement & Pension	Self	N/A	None
IRA Nationwide Emerging Mkts Local Debt Fund (ELD)	Retirement & Pension	Self	$1,001 - $15,000	None
iShares MSCI Germany Index(EWG)	ETFs	Self	$1,001 - $15,000	Dividends $1 - $200
iShares S&P Midcap 400 Value Index(IJJ)	ETFs	Self	$1,001 - $15,000	Dividends $1 - $200
iShares Dow Jones US Telecom(IYZ)	ETFs	Self	$1,001 - $15,000	Dividends $1 - $200
iShares Russell 2000 Value	ETFs	Self	$1,001 - $15,000	Dividends $1 - $200
Ivy Asset Strategy Class I (WAX)	Mutual Funds	Self	$1,001 - $15,000	Dividends $1 - $200
Invesco Strategic Income Opportunities Class I	Mutual Funds	Self	$1,001 - $15,000	Dividends $1 - $200
MONY Flexible Premium Adjustable Life Policy	Insurance	Self	$1,001 - $15,000	None
MONY Flexible Premium (Universal Life Policy)	Insurance	Self	$1,001 - $15,000	None
Principal Global Diversified Income Fund	Mutual Funds	Self	$1,001 - $15,000	Dividends $1 - $200
Schwab deposit accounts (cash)	Bank & Cash	Self	$1,001 - $15,000	Dividends $1 - $200
Sector SPDR Trust S&P 500	ETFs	Self	$1,001 - $15,000	Dividends $1 - $200
Sector SPDR Trust Technology (XLK)(XLK)	ETFs	Self	$1,001 - $15,000	Dividends $1 - $200
Sector SPDR Trust Utilities (XLU)(XLU)	ETFs	Self	$1,001 - $15,000	Dividends $1 - $200
Select Sector SPDR Trust Energy(XLE)	ETFs	Self	$1,001 - $15,000	Dividends $1 - $200
Sentinel Short Maturity Government Class A(SSIGX)	Mutual Funds	Self	$15,001 - $50,000	Dividends $1 - $200
SPDR S&P Biotech ETF(XBI)	ETFs	Self	$1,001 - $15,000	Dividends $1 - $200
SPDR S&P 500 ETF Trust(SPY)	ETFs	Self	$1,001 - $15,000	Dividends $1 - $200
Templeton Global Bond Fund Advisor(TGBAX)	Mutual Funds	Self	$1,001 - $15,000	Dividends $201 - $1,000
Tocqueville Gold Fund(TGLDX)	Mutual Funds	Self	$1,001 - $15,000	Dividends $1 - $200
Wasatch Emerging Markets Small Cap Fund(WAEMX)	Mutual Funds	Self	$1,001 - $15,000	Dividends $1 - $200
Wheaton Bank and Trust Accounts	Bank & Cash	Self	$1,001 - $15,000	Interest $1 - $200
WisdomTree Emerging Markets Equity Income Fund(DEM)	ETFs	Self	$1,001 - $15,000	Dividends $1 - $200
WisdomTree Japan SmallCap Dividend Fund(DFJ)	ETFs	Self	$1,001 - $15,000	Dividends $1 - $200

Trading Sector Allocation (from PTR trades)

IndustrialsN/A

Financial Services$389K

Technology$48K

Utilities$32K

Consumer Cyclical$8K

Energy$24K

Healthcare$24K

Basic Materials$24K

Communication Services$16K

Peter J. Roskam trades Wealthiest members Most active traders IL delegation Articles

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).