Peter J. Roskam
Peter J. Roskam Net Worth & Financial Disclosure
houseAnnual financial disclosure for 2008, filed July 31, 2008. Includes 35 assets.
Est. Net Worth
$1.4M
2008 annual disclosure
Total Assets
$808K - $2.1M
35 assets
Total Liabilities
$0
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$657K (24)
Bank & Cash$615K (10)
Retirement & Pension$175K (1)
Top Stock Holdings (from trades)
All Assets (35)
| Asset | Value |
|---|---|
Account #1797 - Woodbury Financial Services | N/A |
SEP IRA - Account #6336 - Woodbury Financial Services | $100,001 - $250,000 |
Money Market Account #2820 - Woodbury Financial Services | N/A |
Account #2838 - Woodbury Financial Services | N/A |
Account #6580 - Woodbury Financial Services | $100,001 - $250,000 |
Alec Roskam UTMA Account #2846 | $1,001 - $15,000 |
Account #2853 | $15,001 - $50,000 |
Thomas Roskam UTMA Account #2861 | $1,001 - $15,000 |
Stephen Roskam UTMA Account #2879 | $1,001 - $15,000 |
Wheaton Bank and Trust - Certificate of Deposit | $250,001 - $500,000 |
Community Bank of Wheaton | $1,001 - $15,000 |
EuroPacific Growth Fund | $15,001 - $50,000 |
The Growth Fund of America | $15,001 - $50,000 |
Fundamental Investors | $5,001 - $15,000 |
The Income Fund of America | $15,001 - $50,000 |
American Balanced Fund | $1,001 - $15,000 |
Cash Management Trust of America VCS/CollegeAmerica 529 FBO Peter Rosskam | N/A |
Europacific Growth Fund | $15,001 - $50,000 |
The Growth Fund of America | $15,001 - $50,000 |
Fundamental Investors | $15,001 - $50,000 |
The Income Fund of America | $50,001 - $100,000 |
American Balanced Fund | $1,001 - $15,000 |
Cash Management Trust of America VCS/CollegeAmerica 529 FBO Peter Rosskam | N/A |
Europacific Growth Fund | $15,001 - $50,000 |
The Growth Fund of America | $15,001 - $50,000 |
Fundamental Investors | $50,000 - $100,000 |
The Income Fund of America | $15,001 - $50,000 |
American Balanced Fund | $1,001 - $15,000 |
Cash Management Trust of America | N/A |
Europacific Growth Fund | $15,001 - $50,000 |
The Growth Fund of America | $15,001 - $50,000 |
Fundamental Investors | $15,001 - $50,000 |
The Income Fund of America | $50,001 - $100,000 |
American Balanced Fund | $1,001 - $15,000 |
Cash Management Trust of America | N/A |
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
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).