ROBERT JAMES DOLD
ROBERT JAMES DOLD Net Worth & Financial Disclosure
houseAnnual financial disclosure for 2013, filed June 21, 2013. Includes 24 assets and 4 liabilities.
Est. Net Worth
$4.1M
2013 annual disclosure
Total Assets
$2.7M - $6.7M
24 assets
Total Liabilities
$380K - $850K
4 liabilities
Total Trades
3
From PTR filings
Trade Volume
$49K
Midpoint of disclosed ranges
Net Worth Over Time
Show data table
| Period | Est. net worth |
|---|---|
| 2011 | $3.6M |
| 2012 | $18.1M |
| 2013 | $3.6M |
| 2013 | $4.1M |
Assets by Category
Stocks$3.2M (11)
Real Estate$1.3M (3)
LLC / Partnership$183K (2)
Retirement & Pension$40K (5)
Mutual Funds$16K (2)
Bank & Cash$8K (1)
Top Stock Holdings (from trades)
All Assets (24)
| Asset | Value |
|---|---|
414 Frontage Road Northfield, IL, US | $1,000,001+ |
2711 Sherman Avenue Madison, WI, US | $500,001 - $1,000,000 |
| $1,001 - $15,000 | |
| $1,001 - $15,000 | |
| $15,001 - $50,000 | |
| $50,001 - $100,000 | |
| $1,001 - $15,000 | |
| $1,001 - $15,000 | |
| $1,001 - $15,000 | |
| $1,001 - $15,000 | |
| $15,001 - $50,000 | |
IRA - Energy XXI Inc 4.72% Pfd Stock (OTC BB) | $1,001 - $15,000 |
IRA - Dodge & Cox International Fund Class | $1,001 - $15,000 |
IRA - Fundamental Investors Class A | $1,001 - $15,000 |
IRA - Growth Fund of America Class A | $1,001 - $15,000 |
IRA - Keeley Small Cap Value Fund Class A | $1,001 - $15,000 |
Rose Examination Management, Inc. - Principal Financial Group - Money Market Services Stable Value Sig Fund | $1,001 - $15,000 |
SP Ams Union Fund Shares - Traditional IRA | $1,001 - $15,000 |
SP Ameritrade IRA Rollover - Insured Deposit Account | $1,001 - $15,000 |
| $1,001 - $15,000 | |
Imperial Fish Management, LLC Northfield, Illinois, US | $100,001 - $250,000 |
Rose Exterminator Co., Inc. Northfield, Illinois, US | $1,000,001 - $5,000,000 |
Rose Pest Solutions Real Estate Holdings, LLC Michigan City, Indiana, US | $15,001 - $50,000 |
White Whale Consulting, LLC | $1,001 - $15,000 |
Liabilities (4)
| Creditor | Type | Amount |
|---|---|---|
| Charter One Bank | mortgage | $100,001 - $250,000 |
| Charles Schwab | margin loan | $250,001 - $500,000 |
| ING | student loan | $15,001 - $50,000 |
| Wilmington Trust Securities | other | $15,001 - $50,000 |
Trading Sector Allocation (from PTR trades)
Communication Services$33K
Transportation & Utilities$8K
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).