ROBERT JAMES DOLD
ROBERT JAMES DOLD Net Worth & Financial Disclosure
houseAnnual financial disclosure for 2012, filed May 15, 2012. Includes 25 assets and 4 liabilities.
Est. Net Worth
$18.1M
2012 annual disclosure
Total Assets
$6.2M - $30.9M
25 assets
Total Liabilities
$295K - $650K
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
Real Estate$15M (2)
LLC / Partnership$3.2M (2)
Stocks$288K (12)
Retirement & Pension$56K (7)
Mutual Funds$16K (2)
Top Stock Holdings (from trades)
All Assets (25)
| Asset | Value |
|---|---|
114 Frontage Road Northfield, IL, US | $5,000,001 - $25,000,000 |
| $1,001 - $15,000 | |
| $15,001 - $50,000 | |
| $100,001 - $250,000 | |
| $1,001 - $15,000 | |
| $1,001 - $15,000 | |
| $1,001 - $15,000 | |
| $1,001 - $15,000 | |
| $1,001 - $15,000 | |
International Investors Class A | $1,001 - $15,000 |
| $1,001 - $15,000 | |
IRA - Dodge & Cox Income Fund | $1,001 - $15,000 |
IRA - Growth Fund of America Class C | $1,001 - $15,000 |
IRA - Growth Fund of America Class A | $1,001 - $15,000 |
Value Fund Class A | $1,001 - $15,000 |
| $1,001 - $15,000 | |
Company Inc. 401K Profit Sharing Plan - Financial Group - Services Stable Value Fund | $1,001 - $15,000 |
Janus Orion Fund J Shares - Traditional IRA | $1,001 - $15,000 |
Ameritrade IRA Rollover - Insured Deposit Account | $1,001 - $15,000 |
| $1,001 - $15,000 | |
All Outstanding Units of Roseco, LLC dba Imperial West Mortgage Company Arcane, Wisconsin Area, US | $100,001 - $250,000 |
30% Ownership and Stock of Roseco Investments, Inc. Northfield, Illinois, US | $1,000,001 - $5,000,000 |
20,000 Sq Ft Building Units of Fountainhead Property Little Rock, Arkansas, US | $15,001 - $50,000 |
JRA-Entergy Ark Inc. 4.72 Preferred Stock | $1,001 - $15,000 |
| $1,001 - $15,000 |
Liabilities (4)
| Creditor | Type | Amount |
|---|---|---|
| Charter One Bank | mortgage | $250,001 - $500,000 |
| Sallie Mae | student loan | $15,001 - $50,000 |
| Wunderlich Securities | 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).