Todd Rokita Net Worth & Financial Disclosure

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Annual financial disclosure for 2012, filed May 15, 2012. Includes 64 assets and 7 liabilities.

Year:

2013 2012 2011

Est. Net Worth

$342K

2012 annual disclosure

Total Assets

$429K - $1.7M

64 assets

Total Liabilities

$450K - $980K

7 liabilities

Total Trades

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$360K (45)

Bank & Cash$108K (2)

Stocks$49K (7)

Mutual Funds$16K (7)

Top Stock Holdings (from trades)

All Assets (64)

Asset	Type	Owner	Value	Income
Rental Condo - Mass Ave Indianapolis, IN, US	Real Estate	Joint	$100,001 - $250,000	Rent $5,001 - $15,000
Indianapolis - 54th Street Indianapolis, IN, US	Real Estate	Joint	$100,001 - $250,000	Rent $5,001 - $15,000
Rental Townhouse Indianapolis, IN, US	Real Estate	Spouse	$100,001 - $250,000	Rent $5,001 - $15,000
BP PLC Sponsored ADR(BP)	Stocks	Self	N/A	Dividends/Capital Gains $201 - $1,000
Calamos Cony GR	Mutual Funds	Self	N/A	Dividends/Capital Gains $201 - $1,000
Cash Account	Bank & Cash	Self	$15,001 - $50,000	Interest $1 - $200
Columbia Acorn Fund	Mutual Funds	Self	N/A	Dividends/Capital Gains $1,001 - $2,500
Davis New York Venture Fund	Mutual Funds	Self	$1,001 - $15,000	Dividends/Interest $1 - $200
Dell Inc(DELL)	Stocks	Self	N/A	Dividends/Capital Gains $201 - $1,000
Dow Chemical(DOW)	Stocks	Self	N/A	Dividends/Capital Gains $201 - $1,000
Growth Fund America CL A	Mutual Funds	Self	N/A	Capital Gains $1,001 - $2,500
Nationwide Americas Markettek	Mutual Funds	Self	N/A	Capital Gains $1,001 - $2,500
Peabody Energy Corp(BTU)	Stocks	Self	N/A	Dividends/Capital Gains $1,001 - $2,500
Pioneer SER TR 1	Mutual Funds	Self	N/A	Capital Gains $201 - $1,000
IRA - Calamos International Growth Fund	Retirement & Pension	Self	$1,001 - $15,000	Tax Deferred
IRA - Dreyfus Small Company Value Fund	Retirement & Pension	Self	$1,001 - $15,000	Tax Deferred
IRA - First Eagle Global Fund	Retirement & Pension	Self	$1,001 - $15,000	Tax Deferred
IRA - Ivy Asset Strategy Fund	Retirement & Pension	Self	$1,001 - $15,000	Tax Deferred
IRA - Janus Perkins Mid Cap Value Fund	Retirement & Pension	Self	$1,001 - $15,000	Tax Deferred
IRA - Munder Tradewinds Value Fund	Retirement & Pension	Self	$1,001 - $15,000	Tax Deferred
IRA - Oppenheimer International	Retirement & Pension	Self	$1,001 - $15,000	Tax Deferred
IRA - Permanent Portfolio Fund	Retirement & Pension	Self	$1,001 - $15,000	Tax Deferred
IRA - Yacktman Fund Inc	Retirement & Pension	Self	$1,001 - $15,000	Tax Deferred
ROTH IRA - First Eagle Global	Retirement & Pension	Self	$1,001 - $15,000	Tax Deferred
State of Indiana 401(a) Plan - Indiana Fund 2035 Indiana, US	Retirement & Pension	Self	$1,001 - $15,000	Tax Deferred
State of Indiana 401(a) Plan - Indiana Stable Value Fund Indiana, US	Retirement & Pension	Self	$1,001 - $15,000	Tax Deferred
Indiana State Police Pension Plan - Indiana Fund 2035 Indiana, US	Retirement & Pension	Self	$1,001 - $15,000	Tax Deferred
State of Indiana 457 Plan Indiana, US	Retirement & Pension	Self	$1,001 - $15,000	Tax Deferred
Indiana Stable Value Fund Indiana, US	Retirement & Pension	Self	$1,001 - $15,000	Tax Deferred
Indiana Fund 2035 Indiana, US	Retirement & Pension	Self	$1,001 - $15,000	Tax Deferred
401(k) - Eaton Small Cap	Retirement & Pension	Spouse	$1,001 - $15,000	Tax Deferred
401(k) - Cambiar Small Cap Fund	Retirement & Pension	Spouse	$1,001 - $15,000	Tax Deferred
401(k) - Mainstay Large Cap Growth	Retirement & Pension	Spouse	$1,001 - $15,000	Tax Deferred
401(k) - Invesco NWO Large Cap Value	Retirement & Pension	Spouse	$1,001 - $15,000	Tax Deferred
401(k) - PIMCO Total Return	Retirement & Pension	Spouse	$1,001 - $15,000	Tax Deferred
401(k) - Virtus Real Estate Securities	Retirement & Pension	Spouse	$1,001 - $15,000	Tax Deferred
529 College Choice - Inflation Protected Portfolio	Mutual Funds	Spouse	$1,001 - $15,000	Tax Deferred
Fifth Third Bank Savings	Bank & Cash	Spouse	$50,001 - $100,000	Interest $1 - $200
Angie's List Inc.(ANGI)	Stocks	Spouse	$1,001 - $15,000	None
Apple Inc.(AAPL)	Stocks	Spouse	$1,001 - $15,000	None
Fifth Third Bank Stock(FITB)	Stocks	Spouse	$15,001 - $50,000	Dividends/Interest $1 - $200
UBS IRA - FMI Large Cap	Retirement & Pension	Spouse	$1,001 - $15,000	Tax Deferred
UBS IRA - Franklin/Templeton Global Bond Fund	Retirement & Pension	Spouse	$1,001 - $15,000	Tax Deferred
UBS IRA - iShares Barclays Int'l Credit Bond Fund	Retirement & Pension	Spouse	$1,001 - $15,000	Tax Deferred
UBS IRA - iShares MSCI Japan Index Fund	Retirement & Pension	Spouse	$1,001 - $15,000	Tax Deferred
UBS IRA - iShares Russell Top 200 Value Index Fund	Retirement & Pension	Spouse	$1,001 - $15,000	Tax Deferred
UBS IRA - iShares Russell Top 200 Value Index Fund	Retirement & Pension	Spouse	$1,001 - $15,000	Tax Deferred
UBS IRA - JPMorgan Disciplined Value Mid Cap Fund	Retirement & Pension	Spouse	$1,001 - $15,000	Tax Deferred
UBS IRA - JP Morgan Core Bond Fund	Retirement & Pension	Spouse	$1,001 - $15,000	Tax Deferred
UBS IRA - Liquid Assets Fund	Retirement & Pension	Spouse	$1,001 - $15,000	Tax Deferred
UBS IRA - Loomis Sayles Investment Grade Bond Fund	Retirement & Pension	Spouse	$1,001 - $15,000	Tax Deferred
UBS IRA - American Century ICAP International Fund	Retirement & Pension	Spouse	$1,001 - $15,000	Tax Deferred
UBS IRA - Manning & Napier International Series	Retirement & Pension	Spouse	$1,001 - $15,000	Tax Deferred
UBS IRA - Oppenheimer International Bond Fund	Retirement & Pension	Spouse	$1,001 - $15,000	Tax Deferred
UBS IRA - Pimco Total Return Fund	Retirement & Pension	Spouse	$1,001 - $15,000	Tax Deferred
UBS IRA - Prudential Jennison Mid-Cap Growth Fund	Retirement & Pension	Spouse	$1,001 - $15,000	Tax Deferred
UBS IRA - Putnam Multi-Cap Growth Fund Class A	Retirement & Pension	Spouse	$1,001 - $15,000	Tax Deferred
UBS IRA - SPDR MSCI ACWI ex-US ETF(CWI)	Retirement & Pension	Spouse	$1,001 - $15,000	Tax Deferred
UBS IRA - SPDR S&P 500 ETF Trust(SPY)	Retirement & Pension	Spouse	$1,001 - $15,000	Tax Deferred
UBS IRA - Vanguard Intermediate Term Bond Index Fund	Retirement & Pension	Spouse	$1,001 - $15,000	Tax Deferred
UBS IRA - Vanguard Bond Index Fund Total Bond Market	Retirement & Pension	Spouse	$1,001 - $15,000	Tax Deferred
UBS IRA - Vanguard MSCI Emerging Markets(VWO)	Retirement & Pension	Spouse	$1,001 - $15,000	Tax Deferred
UBS IRA - Vanguard Total Stock Market ETF(VTI)	Retirement & Pension	Spouse	$1,001 - $15,000	Tax Deferred
UBS IRA - Virtus Multi-Sector Short Term Bond Fund	Retirement & Pension	Spouse	$1,001 - $15,000	Tax Deferred

Liabilities (7)

Creditor	Type	Amount	Rate	Term
GMAC	mortgage	$250,001 - $500,000	—	—
GMAC (Formerly Chase Bank)	mortgage	$100,001 - $250,000	—	—
GMAC	mortgage	$50,001 - $100,000	—	—
Fifth Third Bank	mortgage	$15,001 - $50,000	—	—
PNC Bank	other	$15,001 - $50,000	—	—
PNC Bank	other	$10,001 - $15,000	—	—
Fifth Third Bank	credit card	$10,001 - $15,000	—	—

Trading Sector Allocation (from PTR trades)

Energy$8K

Financial Services$48K

Technology$24K

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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).