House · Democrat · IL-3 · in the House since 2005 · Latest annual report · lipinski.house.gov
From the annual report filed Feb 3, 2021 · Report
| Asset, as filed | Value | Investor |
|---|---|---|
| WELLS FARGO [BA] | $1M – $5M | Spouse |
| FIFTH THIRD BANK [BA] | $500K – $1M | Self |
| VANGUARD 500 [MF] | $500K – $1M | Self |
| 401K MIDCAP INDEX FUND [MF] | $250K – $500K | Spouse |
| 401K TARGET DATE 2035 FUND [MF] | $250K – $500K | Spouse |
No trades reported.
Transactions an annual report lists for the year it covers, apart from trade reports. Not counted in the trades above.
| Traded | Company | Trade | Amount | Investor | Report |
|---|---|---|---|---|---|
| Sep 2, 2020 | NUVEEN SYMPHONY FIR | Buy · Mutual fund | $15K – $50K | Spouse | 2021 Annual Report filed Feb 3, 2021 |
| Sep 2, 2020 | IRA Loomis Sayles Sen Floating Rate Y | Buy · Other | $15K – $50K | Spouse | 2021 Annual Report filed Feb 3, 2021 |
| Sep 2, 2020 | IRA EATON VANCE FLOATING RATE | Buy · Other | $1K – $15K | Spouse | 2021 Annual Report filed Feb 3, 2021 |
| Sep 2, 2020 | Guggenheim Floating Rate Strategy | Buy · Mutual fund | $15K – $50K | Spouse | 2021 Annual Report filed Feb 3, 2021 |
| Aug 27, 2020 | WISDOMTREE BLOOMBERG FLOATING RATE | Sale · Mutual fund | $50K – $100K | Spouse | 2021 Annual Report filed Feb 3, 2021 |
From Daniel Lipinski's filings with the House Clerk. Members report trades and holdings in ranges, not exact amounts. Holdings are the assets in the latest annual report; trades since then are not netted into them.
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