Peter J. Roskam Net Worth & Financial Disclosure

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Annual financial disclosure for 2011, filed May 31, 2011. Includes 69 assets.

Year:

2013 2012 2011 2010 2009 2008

Est. Net Worth

$2M

2011 annual disclosure

Total Assets

$1.2M - $2.9M

69 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$1.8M (55)

ETFs$162K (11)

Bank & Cash$73K (3)

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 (69)

Asset	Type	Owner	Value	Income
529 American Balanced Fund	Mutual Funds	Self	N/A	None
529 American Mutual Fund	Mutual Funds	Self	N/A	None
529 Capital World Bond Fund	Mutual Funds	Self	$50,001 - $100,000	None
529 Capital World Growth and	Mutual Funds	Self	N/A	None
529 EuroPacific Growth Fund	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	$250,001 - $500,000	None
529-Smallcap World Fund	Mutual Funds	Self	$500,001 - $1,000,000	None
529-The Bond Fund of America	Mutual Funds	Self	N/A	None
529-The Growth Fund of America	Mutual Funds	Self	N/A	None
529-Washington Mutual	Mutual Funds	Self	$50,001 - $100,000	None
Blackrock Inflation Protected Bond (BPRAX)	Mutual Funds	Self	$1,001 - $15,000	Dividends $1 - $200
Dodge & Cox International Opportunities Fund Class A	Mutual Funds	Self	$1,001 - $15,000	Dividends $1 - $200
Blackrock U.S. Opportunities Fund (BMEAX)	Mutual Funds	Self	$1,001 - $15,000	None
American Funds AMCAP Value Class A (CMWAX)	Mutual Funds	Self	$1,001 - $15,000	Dividends $1 - $200
Community Bank Checking	Bank & Cash	Self	$1,001 - $15,000	Interest $1 - $200
Eaton Vance Large Cap Value Class A	Mutual Funds	Self	$1,001 - $15,000	Dividends $1 - $200
Fidelity Institutional Money Market - Government Reserves	Mutual Funds	Self	$1,001 - $15,000	Interest $1 - $200
Fidelity International Discovery	Mutual Funds	Self	$1,001 - $15,000	Dividends $1 - $200
Fidelity Real Estate Income (FRIFX)	Mutual Funds	Self	$1,001 - $15,000	Dividends $1 - $200
Franklin Natural Resources Class A	Mutual Funds	Self	$1,001 - $15,000	Dividends $1 - $200
Hartford Growth Allocation Fund Class A	Mutual Funds	Self	$15,001 - $50,000	Dividends $201 - $1,000
IRA - BlackRock Inflation Protected Bond Portfolio Class A	Mutual Funds	Self	N/A	None
IRA - BlackRock International Dividend Fund Class A	Mutual Funds	Self	N/A	None
Invesco Oppenheimer Developing Markets Fund Class A	Mutual Funds	Self	N/A	None
IRA - Central FD CDx Ltd Class	Bank & Cash	Self	$15,001 - $50,000	None
IRA - Columbia Mid Cap Value Fund Class A	Mutual Funds	Self	N/A	None
IRA - JPMorgan Large Cap Value Class A	Mutual Funds	Self	N/A	None
IRA - Fidelity International Index Fund	Mutual Funds	Self	N/A	None
IRA - Fidelity Real Estate Income Fund	Mutual Funds	Self	N/A	None
IRA - DWS RREEF Real Assets Fund Class A	Mutual Funds	Self	N/A	None
American Funds Inc. New World Resources Fund Class A	Mutual Funds	Self	N/A	None
iShares Inc MSCI Canada Index	ETFs	Self	$1,001 - $15,000	None
iShares Inc MSCI Germany Index	ETFs	Self	$15,001 - $50,000	None
iShares MSCI Emerging Markets ETF(EEM)	ETFs	Self	$15,001 - $50,000	None
USLV Asset Strategy Fund Class I	Mutual Funds	Self	$50,001 - $100,000	None
John Hancock Large Cap Equity Fund Class A	Mutual Funds	Self	N/A	None
Harding Loevner Strategic Income Fund	Mutual Funds	Self	$15,001 - $50,000	None
JPMorgan High Yield Fund Class A	Mutual Funds	Self	N/A	None
Munder Mid Cap Core Growth Fund Class A	Mutual Funds	Self	N/A	None
American Funds International Bond Fund Class A	Mutual Funds	Self	N/A	None
Pershing Government Account	Mutual Funds	Self	$1,001 - $15,000	None
Technology Select Sector SPDR Fund(XLK)	ETFs	Self	$1,001 - $15,000	None
Utilities Select Sector SPDR Fund(XLU)	ETFs	Self	$1,001 - $15,000	None
Financial Select Sector SPDR Fund(XLF)	ETFs	Self	$1,001 - $15,000	None
Energy Select Sector SPDR Fund(XLE)	ETFs	Self	$1,001 - $15,000	None
Franklin Mid Cap Value Fund Class A	Mutual Funds	Self	N/A	None
Sentinel Short Maturity Government Fund Class A	Mutual Funds	Self	$15,001 - $50,000	None
IRA-SPDR S&P Biotech	ETFs	Self	$1,001 - $15,000	None
IRA-SPDR S&P 500	ETFs	Self	$15,001 - $50,000	None
IRA-T Rowe Price Emerging Markets Bond	Mutual Funds	Self	$1,001 - $15,000	None
Loomis Sayles Investment Grade Bond Fund Advisor Class	Mutual Funds	Self	$50,001 - $100,000	None
IRA-The Growth Fund of America	Mutual Funds	Self	N/A	None
IRA-Vanguard Bond Index Fund Intermediate	Mutual Funds	Self	N/A	None
Hartford Total Return Bond Index Fund Total Bond Market	Mutual Funds	Self	N/A	None
Vanguard World Fund	Mutual Funds	Self	$15,001 - $50,000	None
iShares MSCI Emerging Markets Index	ETFs	Self	$1,001 - $15,000	Dividends $1 - $200
BlackRock Strategy Fund Class A	Mutual Funds	Self	$15,001 - $50,000	Dividends $1 - $200
Fidelity Contrafund Large Cap	Mutual Funds	Self	$1,001 - $15,000	Dividends $1 - $200
JP Morgan High Yield Fund Class A	Mutual Funds	Self	$1,001 - $15,000	Dividends $201 - $1,000
Columbia Dividend Income Fund Class A	Mutual Funds	Self	$15,001 - $50,000	None
Nuveen Limited Term Municipal Bond Fund Class A	Mutual Funds	Self	$15,001 - $50,000	Dividends $1 - $200
Oppenheimer Int'l Bond Class A(OBIAX)	Mutual Funds	Self	$1,001 - $15,000	Dividends $1 - $200
AQR Large Cap Value Class I	Mutual Funds	Self	$1,001 - $15,000	Dividends $1 - $200
T Rowe Price Emerging Markets Bond(PREMX)	Mutual Funds	Self	$1,001 - $15,000	Dividends $201 - $1,000
American Funds of America Class F-1(GFAFX)	Mutual Funds	Self	$1,001 - $15,000	Dividends $1 - $200
Vanguard Bond Index Adm(VBMFX)	Mutual Funds	Self	$1,001 - $15,000	Dividends $201 - $1,000
Vanguard Bond Index Fund Inc Total Bond Market(BND)	ETFs	Self	$1,001 - $15,000	Dividends $201 - $1,000
Morgan Stanley Bank and Trust Savings Account	Bank & Cash	Self	$15,001 - $50,000	Interest $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).