Congressional stock trades · Member
Daniel Lipinski
Former representative · IL-3 · Democrat
No published transactions from periodic transaction reports since 2020. Holdings from 4 annual reports are below.
How these are read and published: methodology.
Holdings · annual financial disclosure
Assets listed on the 2019 report.
69 assets with a value on the report filed 2020-08-12, 2 of them shares or options of a listed company. Values are the ranges on the form. Assets are held by the member, a spouse or a dependent child, as reported. Open the report.
| Asset | Type | Owner | Value (as filed) |
|---|---|---|---|
| 4 Ever Life Insurance GUL Policy | Other | Spouse | $1,001 - $15,000 |
| 401K CORE EQUITY FUND | Fund | Spouse | $250,001 - $500,000 |
| 401K CVS Health Common Stock Fund | Fund | Spouse | None |
| 401K CVS HEALTH STOCK FUND | Fund | Spouse | $15,001 - $50,000 |
| 401K FID FREEDOM 2035 FUND | Fund | Spouse | $50,001 - $100,000 |
| 401K FIDELITY CONTRAFUND | Fund | Member | $15,001 - $50,000 |
| 401K FIDELITY PURITAN FUND | Fund | Member | $50,001 - $100,000 |
| 401K FIXED INCOME BALANCED RISK Fd | Fund | Spouse | None |
| 401K INTERNATIONAL EQUITY FUND | Fund | Spouse | $50,001 - $100,000 |
| 401K Intl Developed Mkt Index Fund | Fund | Spouse | None |
| 401K MARSH & MCLENNAN STOCK FUND | Fund | Spouse | $100,001 - $250,000 |
| 401K MIDCAP INDEX FUND | Fund | Spouse | $250,001 - $500,000 |
| 401K S&P 500 Index Fund | Fund | Spouse | $15,001 - $50,000 |
| 401K S&P Midcap Index Fund | Fund | Spouse | None |
| 401K STABLE VALUE FUND | Fund | Spouse | $15,001 - $50,000 |
| 401K Stable Value Option | Fund | Spouse | None |
| 401K TARGET DATE 2035 FUND | Fund | Spouse | $250,001 - $500,000 |
| 401K Target Retirement 2035 Fund | Fund | Spouse | None |
| 401K UD BOND INDEX FUND | Fund | Spouse | $15,001 - $50,000 |
| ABERDEEN STD POLLADIUM | Fund | Spouse | $50,001 - $100,000 |
| ARK Innovation ETF | Fund | Spouse | $15,001 - $50,000 |
| BRIGHTHOUSE FINANCIAL INC. | Fund | Spouse | $1,001 - $15,000 |
| CVS Health Corporation | Fund | Spouse | $1 - $1,000 |
| Delaware Healthcare Instl | Fund | Spouse | $15,001 - $50,000 |
| FIFTH THIRD BANK (FMR MB FINANCIAL) | Other | Member | $500,001 - $1,000,000 |
| FIRST EAGLE GLOBAL | Fund | Spouse | $15,001 - $50,000 |
| FNBC Bank & Trust | Other | Joint | $50,001 - $100,000 |
| Guggenheim Floating Rate Strategy | Fund | Spouse | $1,001 - $15,000 |
| Guggenheim Macro Opp. | Other | Spouse | None |
| INVESCO (POWERSHARES) QQQ Trust | Fund | Spouse | $15,001 - $50,000 |
| IRA (INVESCO POWERSHARES) QQQ ETF | Other | Spouse | None |
| IRA Alpha CentrIc Income | Other | Spouse | $15,001 - $50,000 |
| IRA Ameriserve Account | Other | Spouse | $1,001 - $15,000 |
| IRA Deer Park Total Return | Other | Spouse | None |
| IRA EATON VANCE FLOATING RATE | Other | Spouse | $15,001 - $50,000 |
| IRA GUGGENHEIM MACRO OPP | Other | Spouse | None |
| IRA Guggenhein Floating Rate Strategy | Other | Spouse | $15,001 - $50,000 |
| IRA ISHARES GOLD TRUST | Other | Spouse | $1,001 - $15,000 |
| IRA ISHARES TRUST | Other | Spouse | None |
| IRA Leuthold Core | Other | Spouse | $1,001 - $15,000 |
| IRA Loomis Sayles Global Alloction Y | Other | Spouse | $1,001 - $15,000 |
| IRA Loomis Sayles Sen Floating Rate Y | Other | Spouse | $15,001 - $50,000 |
| IRA PIMCO FDS INCOME | Other | Spouse | $15,001 - $50,000 |
| IRA TD FDIC INSURED DEPOSIT ACCOUNT | Other | Spouse | $1,001 - $15,000 |
| IRA VANGUARD 500 INDEX FUND | Other | Member | $15,001 - $50,000 |
| ISHARES GOLD TRUST | Fund | Spouse | $1,001 - $15,000 |
| iSHARES PHLX SEMICONDUCTOR ETF | Other | Spouse | $15,001 - $50,000 |
| ISHARES TRUST 20YR | Fund | Spouse | None |
| iShares US Aerospace & Defense | Fund | Spouse | $15,001 - $50,000 |
| LEUTHOLD CORE | Fund | Spouse | None |
| LOOMIS SAYLES GLOBAL ALLOCATION | Other | Spouse | $15,001 - $50,000 |
| Loomis Sayles Sen. Floating Rate-Y | Fund | Spouse | None |
| MRSHMarsh & McLennan Companies, Inc. | Stock | Spouse | $100,001 - $250,000 |
| METLIFE TCA MONEY MARKET ACCOUNT | Other | Spouse | $50,001 - $100,000 |
| METMetLife, Inc. | Stock | Spouse | $15,001 - $50,000 |
| NUVEEN SYMPHONY FIR | Fund | Spouse | $15,001 - $50,000 |
| RETIREMENT CREF BOND MARKET | Other | Member | $1,001 - $15,000 |
| RETIREMENT CREF EQUITY INDEX | Other | Member | $1,001 - $15,000 |
| RETIREMENT CREF GROWTH | Other | Member | $1,001 - $15,000 |
| RETIREMENT CREF STOCK | Fund | Member | $15,001 - $50,000 |
| RETIREMENT TIAA TRADITIONAL | Other | Member | $1,001 - $15,000 |
| SCHWAB U.S. LARGE-CAP GROWTH | Other | Spouse | $15,001 - $50,000 |
| TD FDIC Insured Deposit Account | Other | Spouse | $15,001 - $50,000 |
| UBS Bank Deposit | Other | Spouse | $1,001 - $15,000 |
| VAN ECK VECTORS FALLEN ANGEL ETF | Fund | Spouse | $15,001 - $50,000 |
| VANGUARD 500 | Fund | Member | $500,001 - $1,000,000 |
| VANGUARD REALESTATE ETF | Fund | Spouse | $15,001 - $50,000 |
| Virtus KAR Small Cap Growth | Fund | Spouse | $15,001 - $50,000 |
| WELLS FARGO | Other | Spouse | $1,000,001 - $5,000,000 |
How reports are read: holdings methodology.