Peter J. Roskam Net Worth & Financial Disclosure

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Annual financial disclosure for 2012, filed May 15, 2012. Includes 92 assets.

Year:

2013 2012 2011 2010 2009 2008

Est. Net Worth

$1.4M

2012 annual disclosure

Total Assets

$650K - $2.2M

92 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$982K (48)

ETFs$298K (31)

Retirement & Pension$89K (9)

Bank & Cash$16K (2)

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 (92)

Asset	Type	Owner	Value	Income
529 Short Term Bond Fund of America(CAXTX)	Mutual Funds	Self	$250,001 - $500,000	Tax deferred
529 Global World Fund(CSPAX)	Mutual Funds	Self	$15,001 - $50,000	Tax deferred
529 Washington Mutual Investors Fund	Mutual Funds	Self	$50,001 - $100,000	Tax deferred
529 Global World Bond Fund(CGWAX)	Mutual Funds	Self	$50,001 - $100,000	Tax deferred
529 Growth Fund of America(CWMAX)	Mutual Funds	Self	$1,001 - $15,000	Tax deferred
529 New World Fund(CNWAX)	Mutual Funds	Self	$1,001 - $15,000	Tax deferred
BlackRock Inflation Protected Bond	Mutual Funds	Self	N/A	Capital Gains/Dividends $201 - $1,000
BlackRock International Opportunities Fund Cl A	Mutual Funds	Self	N/A	Capital Gains/Dividends $1 - $200
BlackRock U.S. Opportunities Fund	Mutual Funds	Self	N/A	Capital Gains/Dividends $1,001 - $2,500
Central Fd CDA Ltd Cl A	Mutual Funds	Self	$1,001 - $15,000	None
Columbia Mid Cap Value Cl A	Mutual Funds	Self	N/A	Capital Gains/Dividends $1,001 - $2,500
Community Bank Checking Account	Bank & Cash	Self	$1,001 - $15,000	Interest $1 - $200
Eaton Vance Large Cap Value Cl A	Mutual Funds	Self	N/A	Capital Gains/Dividends $1,001 - $2,500
Federated Capital Reserves	Mutual Funds	Self	$1,001 - $15,000	Dividends $1 - $200
Franklin International Discovery	Mutual Funds	Self	N/A	Capital Gains/Dividends $1,001 - $2,500
Fidelity Real Estate Income	Mutual Funds	Self	N/A	Capital Gains/Dividends $201 - $1,000
First Eagle Global Fund Cl C	Mutual Funds	Self	$15,001 - $50,000	Dividends $1 - $200
First Eagle Global Fund Class I	Mutual Funds	Self	$1,001 - $15,000	None
Franklin Natural Resources Cl A(FRNRX)	Mutual Funds	Self	N/A	Capital Gains/Dividends $201 - $1,000
Hartford Growth Allocation Fund(HRAGX)	Mutual Funds	Self	N/A	None
Invesco MSCI Singapore Index(EWS)	ETFs	Self	N/A	Tax deferred
REAG Central FD CDA Ltd Cl A	Mutual Funds	Self	$1,001 - $15,000	Tax deferred
IRA-First Eagle Global Cl I(SGIIX)	Retirement & Pension	Self	$15,001 - $50,000	Tax deferred
IRA-First Trust MSCI Emerging Markets Index	Retirement & Pension	Self	N/A	Tax deferred
IRA-iShares MSCI Canada Index(EWC)	Retirement & Pension	Self	N/A	Tax deferred
IRA-iShares MSCI Germany Index(EWG)	Retirement & Pension	Self	$1,001 - $15,000	Tax deferred
IRA-iShares MSCI South Korea Index(EWY)	Retirement & Pension	Self	N/A	Tax deferred
IRA-iShares Russell 2000 Value Index(IWN)	Retirement & Pension	Self	$1,001 - $15,000	Tax deferred
IRA-iShares TR Dow Jones US(IYZ)	Retirement & Pension	Self	$1,001 - $15,000	Tax deferred
40-Ashares TR S&P Midcap 400(IJH)	ETFs	Self	$1,001 - $15,000	Tax deferred
IRA-Inv Asset Strategy Cl I(XMAX)	Retirement & Pension	Self	$15,001 - $50,000	Tax deferred
IRA-PIMCO StocksPLUS Strategic Income(JPHFX)	Retirement & Pension	Self	N/A	Tax deferred
IRA-John Hancock Strategies Income (JPIX)(JPIX)	ETFs	Spouse	$15,001 - $50,000	Tax deferred
ETF-Global X Vectors Gold Mines(GOEX)	ETFs	Spouse	$1,001 - $15,000	Tax deferred
IRA-iShares Gold Trust(IAU)	ETFs	Spouse	$1,001 - $15,000	Tax deferred
IRA-Market Vectors TR Gold Miners(GDX)	ETFs	Spouse	$1,001 - $15,000	Tax deferred
IR (money fund)	Mutual Funds	Spouse	$1 - $1,000	Tax deferred
IRA-Principal Global Diversified	Mutual Funds	Spouse	$1,001 - $15,000	Tax deferred
IRA-Sector SPDR TR SHS Basic Materials(XLB)	ETFs	Spouse	$1,001 - $15,000	Tax deferred
IRA-Sector SPDR TR SHS Technology(XLK)	ETFs	Spouse	$1,001 - $15,000	Tax deferred
IRA-Sector SPDR TR SHS Utilities(XLU)	ETFs	Spouse	$1,001 - $15,000	Tax deferred
IRA-Sector SPDR TR SHS Consumer Staples(XLP)	ETFs	Spouse	$1,001 - $15,000	Tax deferred
IRA-Sector SPDR TR SHS Energy(XLE)	ETFs	Spouse	$1,001 - $15,000	Tax deferred
IRA-Sector SPDR TR SHS Financial(XLF)	ETFs	Spouse	$1,001 - $15,000	Tax deferred
IRA-Sector SPDR TR SHS Health Care(XLV)	ETFs	Spouse	$1,001 - $15,000	Tax deferred
IRA-Sector SPDR TR SHS Industrial(XLI)	ETFs	Spouse	$1,001 - $15,000	Tax deferred
IRA-Sector SPDR TR SHS Real Estate(XLRE)	ETFs	Spouse	$1,001 - $15,000	Tax deferred
SSgA Money Market Government Fund Class A (SSGXX)	Mutual Funds	Spouse	$1,001 - $15,000	Tax deferred
SPDR S&P Biotech (XBI)(XBI)	ETFs	Spouse	$1,001 - $15,000	Tax deferred
Invesco S&P 500 Equal Weight (RSP)(RSP)	ETFs	Spouse	$1,001 - $15,000	Tax deferred
SPDR S&P Pharmaceuticals (XPH)(XPH)	ETFs	Spouse	$1,001 - $15,000	Tax deferred
T Rowe Price Emerging Mkts Bond (PREMX)	Mutual Funds	Spouse	$1,001 - $15,000	Tax deferred
Transamerica High Yield Bond Fund Advisor Class (TGBAX)	Mutual Funds	Spouse	$1,001 - $15,000	Tax deferred
IRA - T. Rowe Price Gold Fund	Mutual Funds	Self	$1,001 - $15,000	Tax deferred
IRA - Vanguard World FDS International Value	Mutual Funds	Self	$15,001 - $50,000	Tax deferred
IRA - Wasatch Emerging Markets Small Cap	Mutual Funds	Self	$15,001 - $50,000	Tax deferred
IRA - DFA Emerging Markets Value(DEM)	Mutual Funds	Self	$50,001 - $100,000	Tax deferred
IRA - Woodbine US Japan Small Cap OTC	Mutual Funds	Self	$1,001 - $15,000	Tax deferred
iShares MSCI Germany Index(EWG)	ETFs	Self	$1,001 - $15,000	None
iShares S&P Midcap 400 Value Index(IJJ)	ETFs	Self	$15,001 - $50,000	Dividends $1 - $200
iShares TR Dow Jones US(IYZ)	ETFs	Self	$1,001 - $15,000	Dividends $1 - $200
iShares TR MSCI Emerging Markets Index(EEM)	ETFs	Self	N/A	Dividends $201 - $1,000
iShares Russell 2000 Value Index(IWN)	ETFs	Self	$1,001 - $15,000	Dividends $1 - $200
M Axx Strategy Class A(MASAX)	Mutual Funds	Self	N/A	Capital Gains/Dividends $201 - $1,000
M Axx Strategy Class I(MIASX)	Mutual Funds	Self	$1,001 - $15,000	None
John Hancock Large Cap Equity(TAGRX)	Mutual Funds	Self	N/A	Capital Gains/Dividends $2,501 - $5,000
John Hancock Strategies Income Opportunities Class I	Mutual Funds	Self	$1,001 - $15,000	Dividends $1 - $200
JP Morgan High Yield Fund Class A(OHYAX)	Mutual Funds	Self	N/A	Capital Gains/Dividends $201 - $1,000
MONY Flexible Premium Variable Life Policy (University)	Insurance	Self	$1,001 - $15,000	None
MONY Flexible Premium Variable Life Policy (University II)	Insurance	Self	$1,001 - $15,000	None
American Century Growth Fund Class A(ACGAX)	Mutual Funds	Self	N/A	Capital Gains $1,001 - $2,500
Nuveen Limited Term Municipal Bond Fund Class A(FLTRX)	Mutual Funds	Spouse	N/A	Capital Gains/Dividends $1 - $200
Oppenheimer International Bond Fund Class A(OIBAX)	Mutual Funds	Self	N/A	Dividends $201 - $1,000
Principal Global Diversified Income Fund	Mutual Funds	Self	$1,001 - $15,000	Dividends $1 - $200
Technology Select Sector SPDR Fund(XLK)	ETFs	Self	$1,001 - $15,000	None
Utilities Select Sector SPDR Fund(XLU)	ETFs	Self	$15,001 - $50,000	None
Energy Select Sector SPDR Fund(XLE)	ETFs	Self	$1,001 - $15,000	None
Short Term Maturity Government Fund Class A(SSGAX)	Mutual Funds	Self	$15,001 - $50,000	Dividends $1 - $200
Cohen & Steers Real Estate Securities Fund Class A(RSICX)	Mutual Funds	Self	$50,001 - $100,000	Capital Gains $1,001 - $2,500
SPDR S&P Biotech ETF(XBI)	ETFs	Self	$1 - $1,000	None
SPDR S&P 500 ETF(SPY)	ETFs	Self	$1,001 - $15,000	None
SPDR S&P Regional Banking ETF(KRE)	ETFs	Self	$1,001 - $15,000	None
T. Rowe Price Emerging Markets Bond Fund (PREMX)	Mutual Funds	Self	N/A	Capital Gains/Dividends $1,001 - $2,500
Templeton Global Bond Fund Advisor Class	Mutual Funds	Self	$1,001 - $15,000	None
The Growth Fund of America Class F-1 (GFAFX)	Mutual Funds	Self	N/A	Dividends $1 - $200
Touchstone Gold Fund (TGLDX)	Mutual Funds	Self	$1,001 - $15,000	Dividends $1 - $200
Vanguard Balanced Index Fund Investor (VBINX)	Mutual Funds	Self	N/A	Capital Gains/Dividends $1,001 - $2,500
Vanguard Intermediate-Term Bond Index Fund	Mutual Funds	Self	N/A	Capital Gains/Dividends $1,001 - $2,500
Wells Fargo Emerging Markets Small Cap Fund (WAEMX)	Mutual Funds	Self	$1,001 - $15,000	None
Wheaton Bank and Trust Savings Account	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).