Todd Rokita Net Worth & Financial Disclosure

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Annual financial disclosure for 2013, filed August 13, 2013. Includes 49 assets and 8 liabilities.

Year:

2013 2012 2011

Est. Net Worth

$485K

2013 annual disclosure

Total Assets

$568K - $1.9M

49 assets

Total Liabilities

$465K - $1M

8 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$375K (17)

Mutual Funds$185K (20)

Bank & Cash$108K (3)

Stocks$24K (4)

ETFs$16K (2)

Top Stock Holdings (from trades)

All Assets (49)

Asset	Type	Owner	Value	Income
Rental Condo Massachusetts, US	Real Estate	Joint	$100,001 - $250,000	Rent $5,001 - $15,000
Rental House - 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
Cash Account	Bank & Cash	Self	$50,001 - $100,000	Interest $1 - $200
Davis New York Venture Fund	Mutual Funds	Self	$1,001 - $15,000	Dividends/Capital Gains $1 - $200
Eagle Funds Gold Fund Class I C	Mutual Funds	Self	$15,001 - $50,000	None
Pembina Pipeline Corp(PBA)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
IRA - Catalinas Intl Growth Fund	Mutual Funds	Self	$1,001 - $15,000	Tax-Deferred
IRA - Dreyfus Advantage FDS Opportunistic Small Cap FD	Mutual Funds	Self	$1,001 - $15,000	Tax-Deferred
IRA - First Eagle Global Fund	Mutual Funds	Self	$1,001 - $15,000	Tax-Deferred
IRA - Ivy Asset Strategy Fund	Mutual Funds	Self	$1,001 - $15,000	Tax-Deferred
IRA - Janus Perkins Mid Cap Value Fund	Mutual Funds	Self	$1,001 - $15,000	Tax-Deferred
IRA - Northwestern Mutual Funds - Packman Fund	Mutual Funds	Self	$1,001 - $15,000	Tax-Deferred
IRA - Nuveen Tradewinds Value Fund	Mutual Funds	Self	$1,001 - $15,000	Tax-Deferred
IRA - Oppenheimer International	Mutual Funds	Self	$1,001 - $15,000	Tax-Deferred
IRA - Permanent Portfolio Fund	Mutual Funds	Self	$1,001 - $15,000	Tax-Deferred
Global - First Eagle	Mutual Funds	Self	$1,001 - $15,000	Tax-Deferred
State of Indiana - Indiana Fund 2035 Indiana, US	Retirement & Pension	Self	$1,001 - $15,000	Tax-Deferred
State of Indiana Indiana 401(a) Plan - Indiana Stable Value Fund	Retirement & Pension	Spouse	$1,001 - $15,000	Tax-Deferred
State of Indiana Indiana 457 Plan - Indiana Fund 2035	Retirement & Pension	Spouse	$1,001 - $15,000	Tax-Deferred
State of Indiana Indiana 457 Plan - Indiana Stable Value Fund	Retirement & Pension	Spouse	$1,001 - $15,000	Tax-Deferred
401(k) - Baron Small Cap	Retirement & Pension	Spouse	$15,001 - $50,000	Tax-Deferred
401(k) - Cambiar Small Cap	Retirement & Pension	Spouse	$15,001 - $50,000	Tax-Deferred
401(k) - Mainstay Large Cap Growth	Retirement & Pension	Spouse	$15,001 - $50,000	Tax-Deferred
401(k) - PIMCO RAE US Large Cap Value	Retirement & Pension	Spouse	$15,001 - $50,000	Tax-Deferred
401(k) - PIMCO Total Return Fund	Retirement & Pension	Spouse	$15,001 - $50,000	Tax-Deferred
401(k) - T. Rowe Price Real Estate Securities	Retirement & Pension	Spouse	$50,001 - $100,000	Tax-Deferred
529 College Choice - Age-Based Portfolio	Retirement & Pension	Spouse	$1,001 - $15,000	Tax-Deferred
Fifth Third Bank Savings	Bank & Cash	Spouse	$15,001 - $50,000	Interest $1 - $200
Apple Inc.(AAPL)	Stocks	Spouse	$1,001 - $15,000	None
Apple Inc.(AAPL)	Stocks	Spouse	N/A	Capital Gains $1,001 - $2,500
Fifth Third Bank Corp(FITB)	Stocks	Spouse	$1,001 - $15,000	Dividends $1 - $200
UBS IRA - Cash	Bank & Cash	Spouse	$1 - $1,000	Tax-Deferred
UBS IRA - FMI Large Cap	Mutual Funds	Spouse	$1,001 - $15,000	Tax-Deferred
UBS IRA - Templeton Global Bond Fund	Mutual Funds	Spouse	$1,001 - $15,000	Tax-Deferred
UBS IRA - iShares Gold Trust(IAU)	ETFs	Spouse	$1,001 - $15,000	Tax-Deferred
UBS IRA - iShares MSCI EAFE Index Fund(EFA)	ETFs	Spouse	$1,001 - $15,000	Tax-Deferred
UBS IRA - MFS Mid Cap Value Fund	Mutual Funds	Spouse	$1,001 - $15,000	Tax-Deferred
UBS IRA - JP Morgan Core Bond Fund	Mutual Funds	Spouse	$1,001 - $15,000	Tax-Deferred
UBS IRA - Loomis Sayles Investment Grade Bond Fund	Mutual Funds	Spouse	$1,001 - $15,000	Tax-Deferred
UBS IRA - MainStay ICAP International Fund	Mutual Funds	Spouse	$1,001 - $15,000	Tax-Deferred
UBS IRA - Manning & Napier Fund Inc World Opportunities	Mutual Funds	Spouse	$1,001 - $15,000	Tax-Deferred
UBS IRA - Paradigm Value Fund	Mutual Funds	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 - SPDR Barclays 1-3 Mth T-Bill ETF(BIL)	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 Bond Index Fund Total Bond	Retirement & Pension	Spouse	$15,001 - $50,000	Tax-Deferred
UBS IRA - Virtus Multi-Sector Short Term Bond Fund	Retirement & Pension	Spouse	$15,001 - $50,000	Tax-Deferred

Liabilities (8)

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

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).