ROBERT JAMES DOLD
ROBERT JAMES DOLD Net Worth & Financial Disclosure
houseAnnual financial disclosure for 2013, filed May 9, 2014. Includes 26 assets and 5 liabilities.
Est. Net Worth
$3.6M
2013 annual disclosure
Total Assets
$1.8M - $7M
26 assets
Total Liabilities
$540K - $1.1M
5 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$3.3M (16)
Real Estate$858K (3)
LLC / Partnership$175K (1)
Retirement & Pension$24K (3)
Mutual Funds$24K (3)
Top Stock Holdings (from trades)
All Assets (26)
| Asset | Value |
|---|---|
14 Frontage Road Markesan, IL, US | $500,001 - $1,000,000 |
2714 Douglas Avenue Racine, WI, US | $50,001 - $100,000 |
| $50,001 - $100,000 | |
| $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 | |
| $1,001 - $15,000 | |
| $1,001 - $15,000 | |
| $15,001 - $50,000 | |
| $1,001 - $15,000 | |
| $1,001 - $15,000 | |
IRA - Baird (Managed) | $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 - Victory Small Cap Value Fund Class A | $1,001 - $15,000 |
Black & Decker Company, Inc. 401(k) Plan (Principal Financial Group, Money Purchase Services Stable Value 30 Fund) | $1,001 - $15,000 |
SP America IRA Rollover - Inland Real Estate Account | $1,001 - $15,000 |
SP America IRA Rollover - Inland Real Estate Inc. Stock | $1,001 - $15,000 |
DJK Associates, LLC DE/VA, US | $100,001 - $250,000 |
Rose Exterminator Co., Inc. Northfield, IL, US | $1,000,001 - $5,000,000 |
Rental Property Michigan City, IN, US | $15,001 - $50,000 |
Rose Exterminator Co., Inc. Northfield, IL, US | $1,001 - $15,000 |
Liabilities (5)
| Creditor | Type | Amount |
|---|---|---|
| JPMorgan Chase Bank of Wilmington, DE | mortgage | $250,001 - $500,000 |
| Charter One Bank | mortgage | $250,001 - $500,000 |
| Sallie Mae | student loan | $15,001 - $50,000 |
| Wunderlich Securities | other | $15,001 - $50,000 |
| TSP | other | $10,001 - $15,000 |
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).