Peter J. Visclosky
Peter J. Visclosky Net Worth & Financial Disclosure
houseAnnual financial disclosure for 2009, filed May 12, 2009. Includes 22 assets.
Est. Net Worth
$1.3M
2009 annual disclosure
Total Assets
$708K - $1.9M
22 assets
Total Liabilities
$0
0 liabilities
Total Trades
15
From PTR filings
Trade Volume
$218K
Midpoint of disclosed ranges
Net Worth Over Time
Show data table
| Period | Est. net worth |
|---|---|
| 2008 | $396K |
| 2009 | $1.3M |
| 2010 | $1.2M |
| 2011 | $1.4M |
| 2012 | $1.1M |
| 2013 | $1.4M |
Assets by Category
Bank & Cash$766K (5)
Stocks$208K (2)
Retirement & Pension$162K (8)
Mutual Funds$146K (6)
ETFs$8K (1)
Top Stock Holdings (from trades)
All Assets (22)
| Asset | Value |
|---|---|
Dodge & Cox Stock Fund | $1,001 - $15,000 |
Dodge & Cox Stock Fund | $15,001 - $50,000 |
Merrill Lynch Bank U.S.A. | $100,001 - $250,000 |
Mutual Qualified Fund | $1,001 - $15,000 |
Mutual Qualified Fund | $15,001 - $50,000 |
| $15,001 - $50,000 | |
People's Bank Savings Account | $1,001 - $15,000 |
People's Bank Savings Account | $15,001 - $50,000 |
People's Bank Savings Account | $100,001 - $250,000 |
| $100,001 - $250,000 | |
Bank of America | $250,001 - $500,000 |
Vanguard Tax-Managed Small-Cap Fund | $15,001 - $50,000 |
Vanguard Total International Stock Index | $15,001 - $50,000 |
Roth IRA - Vanguard International Value Fund | $1,001 - $15,000 |
403(B) - Vanguard Wellington Fund Investment | $15,001 - $50,000 |
403(B) - Vanguard Strategic Equity Fund Investment | $15,001 - $50,000 |
403(B) - Vanguard 500 Index Fund Investment | $15,001 - $50,000 |
403(B) - JP Morgan Growth Fund Investment | $1,001 - $15,000 |
403(B) - Vanguard Selected Value Fund | $15,001 - $50,000 |
403(B) - iShares Sustainable Core Opportunities | $1,001 - $15,000 |
Roth IRA - Sentinel Sustainable Core Opportunities | $1,001 - $15,000 |
Roth IRA - Sustainable Growth Opportunities | $1,001 - $15,000 |
Trading Sector Allocation (from PTR trades)
Utilities$8K
Healthcare$33K
Communication Services$49K
Energy$81K
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).