Tim Walberg
Tim Walberg Net Worth & Financial Disclosure
houseAnnual financial disclosure for 2008, filed May 15, 2008. Includes 23 assets and 1 liabilities.
Est. Net Worth
$199K
2008 annual disclosure
Total Assets
$142K - $605K
23 assets
Total Liabilities
$100K - $250K
1 liabilities
Total Trades
88
From PTR filings
Trade Volume
$998K
Midpoint of disclosed ranges
Net Worth Over Time
Show data table
| Period | Est. net worth |
|---|---|
| 2008 | $199K |
| 2011 | $539K |
| 2012 | $19K |
| 2013 | $764K |
| 2013 | $672K |
Assets by Category
Mutual Funds$374K (23)
Top Stock Holdings (from trades)
All Assets (23)
| Asset | Value |
|---|---|
Washington Mutual Investors Fund A | $15,001 - $50,000 |
AMCAP Fund A | $15,001 - $50,000 |
American Mutual Fund A | $15,001 - $50,000 |
The Growth Fund of America A | $15,001 - $50,000 |
American Balanced Fund A | $15,001 - $50,000 |
American High-Income Trust A | $50,001 - $100,000 |
Small Individual Fund A | $1,001 - $15,000 |
ICON Materials Fund | $1,001 - $15,000 |
ICON Natural Resources Fund | $1,001 - $15,000 |
ICON Energy Fund | $1,001 - $15,000 |
ICON Utilities Fund | $1,001 - $15,000 |
ICON Health & Science Fund | $1,001 - $15,000 |
ICON Leisure & Consumer Fund | $1,001 - $15,000 |
ICON Industrials Fund | $1,001 - $15,000 |
ICON Healthcare & Utilities Fund | $1,001 - $15,000 |
ICON Information Technology Fund | $1,001 - $15,000 |
ICON Consumer Select Fund | $1,001 - $15,000 |
MFS Utilities Income | $1,001 - $15,000 |
AMG Managers Growth | $1,001 - $15,000 |
MFS Emerging Growth | $1,001 - $15,000 |
MFS Total Return | $1,001 - $15,000 |
MFS Value Fund | $1,001 - $15,000 |
MFS Mutual Shares | $1,001 - $15,000 |
Liabilities (1)
| Creditor | Type | Amount |
|---|---|---|
| First Bank of Wilmington, Delaware | mortgage | $100,001 - $250,000 |
Trading Sector Allocation (from PTR trades)
Healthcare$8K
Basic Materials$72K
Communication Services$8K
Retail Trade$8K
Technology$33K
Banking$33K
Industrials$171K
Energy$98K
Consumer Cyclical$16K
Financial Services$33K
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).