Peter J. Visclosky
Peter J. Visclosky Net Worth & Financial Disclosure
houseAnnual financial disclosure for 2010, filed May 14, 2010. Includes 25 assets.
Est. Net Worth
$1.2M
2010 annual disclosure
Total Assets
$643K - $1.7M
25 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$617K (7)
Retirement & Pension$260K (11)
Mutual Funds$199K (5)
Stocks$108K (2)
Top Stock Holdings (from trades)
All Assets (25)
| Asset | Value |
|---|---|
Dodge & Cox Stock Fund | $15,001 - $50,000 |
Dodge & Cox Stock Fund | $50,001 - $100,000 |
Merrill Lynch Bank U.S.A. | $100,001 - $250,000 |
Mutual Quest Fund | $1,001 - $15,000 |
Mutual Quest Fund | $50,001 - $100,000 |
| $15,001 - $50,000 | |
People's Bank, Savings Account | $1,001 - $15,000 |
People's Bank, Savings Account | $1,001 - $15,000 |
People's Bank, Savings Account | $100,001 - $250,000 |
People's Bank, Savings Account | $100,001 - $250,000 |
Congressional Federal Credit Union | $1 - $1,000 |
403(b)(7) - Vanguard 500 Index Fund Investment Fund | $15,001 - $50,000 |
403(b)(7) - Morgan Growth Fund Investment Fund | $15,001 - $50,000 |
403(b)(7) - Vanguard Strategic Equity Fund | $15,001 - $50,000 |
403(b)(7) - Vanguard Wellington Fund | $15,001 - $50,000 |
403(b)(7) - Vanguard Selected Value Fund | $15,001 - $50,000 |
Bank of America | $50,001 - $100,000 |
IRA - Sentinel Sustainable Core Opportunities | $1,001 - $15,000 |
Merrill Lynch Ready Assets | $1,001 - $15,000 |
| $50,001 - $100,000 | |
Roth IRA - Sentinel Sustainable Core Opportunities | $1,001 - $15,000 |
Roth IRA - Sentinel (Small Cap Growth Opportunities) | $1,001 - $15,000 |
Roth IRA - Vanguard Value Fund | $1,001 - $15,000 |
CAP Vanguard Tax-Managed Small-Cap | $15,001 - $50,000 |
Vanguard Total International Stock Index | $15,001 - $50,000 |
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).