Todd Rokita
Todd Rokita Net Worth & Financial Disclosure
houseAnnual financial disclosure for 2011, filed May 16, 2011. Includes 34 assets and 5 liabilities.
Est. Net Worth
$619K
2011 annual disclosure
Total Assets
$475K - $1.5M
34 assets
Total Liabilities
$225K - $515K
5 liabilities
Total Trades
98
From PTR filings
Trade Volume
$1.1M
Midpoint of disclosed ranges
Net Worth Over Time
Show data table
| Period | Est. net worth |
|---|---|
| 2011 | $619K |
| 2012 | $342K |
| 2013 | $485K |
Assets by Category
Real Estate$525K (3)
Retirement & Pension$205K (9)
Mutual Funds$153K (13)
Stocks$66K (7)
Bank & Cash$41K (2)
Top Stock Holdings (from trades)
All Assets (34)
| Asset | Value |
|---|---|
Rental House - 54th Street Indianapolis, IN, US | $100,001 - $250,000 |
Rental House - Mass Ave Indianapolis, IN, US | $100,001 - $250,000 |
Rental Townhouse Indianapolis, IN, US | $100,001 - $250,000 |
Fifth Third Bank Savings | $15,001 - $50,000 |
| $15,001 - $50,000 | |
State of Indiana PERF Indiana, US | $15,001 - $50,000 |
UBS IRA - Cash Alternatives Fund | $1 - $1,000 |
UBS IRA - Fixed Income Fund | $15,001 - $50,000 |
UBS IRA - Equities Fund | $15,001 - $50,000 |
UBS IRA - Alternative Strategies Fund | $50,001 - $100,000 |
PNC Mid Cap Value Fund | $1,001 - $15,000 |
Columbia Small Cap Value II A | $1,001 - $15,000 |
Pimco Total Return A | $1,001 - $15,000 |
Royce Value Plus SVC | $1,001 - $15,000 |
Russell Real Estate Securities | $1,001 - $15,000 |
Turner Mid Cap Growth Inv | $1,001 - $15,000 |
Indiana Fund 2035 - State of Indiana 457 Plan | $1,001 - $15,000 |
Indiana Fund 2035 - Indiana 401(a) Plan | $1,001 - $15,000 |
Indiana Stable Value Fund - State of Indiana 457 Plan | $1,001 - $15,000 |
Indiana Stable Value Fund - State of Indiana 401(a) Plan | $1,001 - $15,000 |
| $1,001 - $15,000 | |
| $1,001 - $15,000 | |
| $1,001 - $15,000 | |
Pace Oil and Gas LTD | $1 - $1,000 |
| $1,001 - $15,000 | |
Provident Energy TR | $1 - $1,000 |
Calamos Conv GR | $1,001 - $15,000 |
Columbia Acorn Fund | $1,001 - $15,000 |
Growth Fund America | $1,001 - $15,000 |
Davis New York Venture Fund | $1,001 - $15,000 |
Pioneer SER TR I | $1,001 - $15,000 |
Nationwide Americans Marketflex | $15,001 - $50,000 |
First Eagle Global | $15,001 - $50,000 |
Wells Fargo Sweep Account | $1,001 - $15,000 |
Liabilities (5)
| Creditor | Type | Amount |
|---|---|---|
| GMAC | mortgage | $50,001 - $100,000 |
| Fifth Third Bank | mortgage | $50,001 - $100,000 |
| Chase Bank | mortgage | $100,001 - $250,000 |
| National City/PNC Bank | other | $15,001 - $50,000 |
| Citibank | credit card | $10,001 - $15,000 |
Trading Sector Allocation (from PTR trades)
Energy$8K
Financial Services$48K
Technology$24K
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).