Peter J. Visclosky
Peter J. Visclosky Net Worth & Financial Disclosure
houseAnnual financial disclosure for 2011, filed May 13, 2011. Includes 24 assets.
Est. Net Worth
$1.4M
2011 annual disclosure
Total Assets
$798K - $2.1M
24 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$550K (7)
Mutual Funds$414K (8)
Retirement & Pension$264K (7)
Stocks$208K (2)
Top Stock Holdings (from trades)
All Assets (24)
| Asset | Value |
|---|---|
Dodge & Cox Stock Fund | $50,001 - $100,000 |
Dodge & Cox Stock Fund | $15,001 - $50,000 |
Merrill Lynch Bank | $100,001 - $250,000 |
Mutual Quest Fund | $100,001 - $250,000 |
Mutual Quest Fund | $1,001 - $15,000 |
| $15,000 - $50,000 | |
People's Bank - Savings Account | $1,001 - $15,000 |
People's Bank - Savings Account | $1,001 - $15,000 |
People's Bank - Checking Account | $100,001 - $250,000 |
Congressional Federal Credit Union | $1 - $1,000 |
403B7 Vanguard 500 Index Fund | $50,001 - $100,000 |
403B7 Vanguard Morgan Growth Fund | $15,001 - $50,000 |
403B7 Vanguard Strategic Equity Fund | $15,001 - $50,000 |
403B7 Vanguard Wellington Fund | $15,001 - $50,000 |
403B7 Vanguard Selected Value Fund | $50,001 - $100,000 |
Bank of America - Combined Checking and Money Market Account | $1,001 - $15,000 |
Bank of America - Combined Checking and Money Market Account | $100,001 - $250,000 |
Calvert Sustainable Core Opportunities | $1,001 - $15,000 |
Merrill Lynch Ready Assets | $1,001 - $15,000 |
| $100,001 - $250,000 | |
Roth IRA - Sentinel Sustainable Core Opportunities | $1,001 - $15,000 |
Roth IRA - Sentinel Small-Cap | $1,001 - $15,000 |
Vanguard Tax-Managed Small-Cap | $15,001 - $50,000 |
Vanguard Total International Stock Index | $50,001 - $100,000 |
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).