Peter J. Roskam

Peter J. Roskam Net Worth & Financial Disclosure

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Annual financial disclosure for 2010, filed July 1, 2010. Includes 11 assets.

Est. Net Worth
$890K
2010 annual disclosure
Total Assets
$505K - $1.3M
11 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
PeriodEst. net worth
2008$1.4M
2009$300K
2009$682K
2010$890K
2011$2M
2012$1.4M
2013$933K

Assets by Category

Retirement & Pension$775K (5)
Mutual Funds$99K (4)
Bank & Cash$16K (2)

Top Stock Holdings (from trades)

All Assets (11)

AssetValue
SEP IRA - Account #5336 (Morgan Financial Services)
$100,001 - $250,000
UMTA Illinois Growth and Income Fund
$50,001 - $100,000
UMTMA Hartford Growth Alloc Fund A
$1,001 - $15,000
UMTMA Hartford Growth Alloc Fund A
$1,001 - $15,000
UMTA Hartford Growth Alloc Fund A
$1,001 - $15,000
Wharton Bank and Trust - Certificate of Deposit
$1,001 - $15,000
Community Bank of Wheaton
$1,001 - $15,000
VCSP/College American 529A
$100,001 - $250,000
VCSP/College American 529A
$50,001 - $100,000
VCSP/College American 529A
$100,001 - $250,000
VCSP/College American 529A
$100,001 - $250,000

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).
Peter J. Roskam Net Worth & Financial Disclosure 2010: Assets & Portfolio | Congress Stock Tracker