ROBERT JAMES DOLD
ROBERT JAMES DOLD Net Worth & Financial Disclosure
houseAnnual financial disclosure for 2011, filed May 13, 2011. Includes 24 assets and 4 liabilities.
Est. Net Worth
$3.6M
2011 annual disclosure
Total Assets
$1.9M - $7.1M
24 assets
Total Liabilities
$545K - $1.1M
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 (13)
Real Estate$750K (1)
LLC / Partnership$408K (2)
Retirement & Pension$73K (6)
Mutual Funds$16K (2)
Top Stock Holdings (from trades)
All Assets (24)
| Asset | Value |
|---|---|
Mortgage Florida, Northfield, IL Northfield, IL, US | $500,001 - $1,000,000 |
| N/A | |
| $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 | |
| $1,001 - $15,000 | |
| $15,001 - $50,000 | |
Parkway Inc. 4.72 Pfd Stock | $15,001 - $50,000 |
IRA - Dodge & Cox International Fund | $1,001 - $15,000 |
IRA - Wells Capital Investors Class A | $1,001 - $15,000 |
American Funds of America Class A | $1,001 - $15,000 |
IRA - Keeley Small Cap Value Fund Class A | $1,001 - $15,000 |
| $15,001 - $50,000 | |
JP Morgan Chase Financial Group Services Stable Value Fund | $1,001 - $15,000 |
Janus Orion Fund J Shares - Traditional IRA | $1,001 - $15,000 |
Ameritrade IRA Brokerage Deposit Account | $1,001 - $15,000 |
| $1,001 - $15,000 | |
40% Outstanding Units of Rose Pest Solutions, Inc. Racine County, IL, US | $250,001 - $500,000 |
30% of All Outstanding Stock of Rose Pest Solutions, Inc. Northfield, IL, US | $1,000,001 - $5,000,000 |
200 Units of Fountainhead Development Michigan City, IN, US | $15,001 - $50,000 |
Liabilities (4)
| Creditor | Type | Amount |
|---|---|---|
| Charter One Bank | mortgage | $500,001 - $1,000,000 |
| Sallie Mae | student loan | $15,001 - $50,000 |
| Wunderlich Security | other | $15,001 - $50,000 |
| Chase | credit card | $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).