Congressional stock trades · Member
Todd Rokita
Former representative · IN-4 · Republican
No published transactions from periodic transaction reports since 2020. Holdings from 2 annual reports are below.
How these are read and published: methodology.
Holdings · annual financial disclosure
Assets listed on the 2017 report.
63 assets with a value on the report filed 2018-08-14, 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) |
|---|---|---|---|
| AMERICAN FUND | Fund | Spouse | $50,001 - $100,000 |
| DELAWARE SMALL CAP CORE FUND | Fund | Spouse | $100,001 - $250,000 |
| DODGE & COX INCOME FUND | Fund | Spouse | $50,001 - $100,000 |
| DODGE & COX STOCK FUND | Fund | Spouse | $15,001 - $50,000 |
| LOAN FUND | Fund | Spouse | $15,001 - $50,000 |
| VIRTUS REAL ESTATE SECURITIES | Fund | Spouse | $15,001 - $50,000 |
| COLLEGECHOICE529 - ACTIVE BOND PORTFOLIO | Other | Spouse | $1,001 - $15,000 |
| COLLEGECHOICE529 - BOND INDEX PORTFOLIO | Other | Spouse | $1,001 - $15,000 |
| COLLEGECHOICE529 - INFLATION PROTECTED PORTFOLIO | Other | Spouse | $1,001 - $15,000 |
| COLLEGECHOICE529 - INTERNATIONAL PORTFOLIO | Other | Spouse | $1,001 - $15,000 |
| COLLEGECHOICE529 - US EQUITY INDEX PORTFOLIO | Other | Spouse | $1,001 - $15,000 |
| DAVIS NEW YORK VENTURE FUND CL A | Fund | Member | $1,001 - $15,000 |
| FIDELITY CASH | Other | Member | $15,001 - $50,000 |
| FIRST EAGLE FDS INC GOLD FD CL C | Fund | Member | $1,001 - $15,000 |
| PBAPembina Pipeline Corp. Ordinary Shares | Stock | Member | $1,001 - $15,000 |
| AAPLApple Inc. | Stock | Spouse | $15,001 - $50,000 |
| FIDELITY ADVISOR BIOTECHNOLOGY FUND CLASS C | Fund | Spouse | $1,001 - $15,000 |
| FIFTH THIRD BANK | Other | Spouse | $1,001 - $15,000 |
| FIFTH THIRD BANK SAVINGS | Other | Spouse | $50,001 - $100,000 |
| First Trust IPOX-100 Index Fund | Stock | Spouse | $1,001 - $15,000 |
| CALAMOS INTERNATIONAL GROWTH FUND CLASS I | Fund | Member | $1,001 - $15,000 |
| DREYFUS ADVANTAGE FDS DREYFUS OPPORTUNISTIC SMALL CAP FD | Fund | Member | $1,001 - $15,000 |
| FIDELITY CASH | Other | Member | $1,001 - $15,000 |
| FIRST EAGLE FDS INC GLOBAL FD CL I | Fund | Member | $1,001 - $15,000 |
| IVY FDS INC ASSET STRATEGY FD CL I | Fund | Member | $1,001 - $15,000 |
| MANAGERS AMG FUNDS YACTMAN FUND SERVICE CLASS | Fund | Member | $1,001 - $15,000 |
| NUVEEN INVT TRUST TRADEWINDS VALUE OPPTYS FUND CLASS I | Fund | Member | None |
| NUVEEN NWQ GLOBAL EQUITY INCOME CL I | Fund | Member | $1,001 - $15,000 |
| OPPENHEIMER INTL DIV CL Y SHS | Fund | Member | $1,001 - $15,000 |
| PERMANENT PORTFOLIO FD | Fund | Member | $1,001 - $15,000 |
| ASHMORE EMERGING MARKETS TOTAL RETURN FUND CLASS | Fund | Spouse | $1,001 - $15,000 |
| BAIRD MIDCAP FUND INSTITUTIONAL CLASS | Fund | Spouse | $1,001 - $15,000 |
| CHARTWELL SMALL CAP VALYUE I SHARE | Fund | Spouse | $1,001 - $15,000 |
| FMI LARGE CAP FUND | Fund | Spouse | $1,001 - $15,000 |
| GABELLI SMALL CAP GROWTH FUND CLASS I | Fund | Spouse | $1,001 - $15,000 |
| iShares Core MSCI EAFE ETF | Stock | Spouse | $1,001 - $15,000 |
| iShares Core MSCI Emerging Markets ETF | Stock | Spouse | $1,001 - $15,000 |
| iShares Core S&P U.S. Growth ETF | Fund | Spouse | $1,001 - $15,000 |
| iShares iBoxx $ Investment Grade Corporate Bond ETF | Fund | Spouse | $1,001 - $15,000 |
| iShares Russell Mid-Cap ETF | Fund | Spouse | $1,001 - $15,000 |
| iShares U.S. Treasury Bond ETF | Fund | Spouse | $1,001 - $15,000 |
| JOHN HANCOCK DISCIPLINED VALUE MID CAP FUND CLASS I | Fund | Spouse | $1,001 - $15,000 |
| MANNING & NAPIER FD INC WORLD OPPORTUNITIES | Fund | Spouse | None |
| OPPENHEIMER INTERNATIONAL GROWTH | Fund | Spouse | $1,001 - $15,000 |
| OPPENHEIMER SENIOR FLOATING RATE FUND CLASS Y | Fund | Spouse | None |
| PEAR TREE POLARIS FOREIGN VALUE FUND INSTL | Fund | Spouse | $1,001 - $15,000 |
| PIMCO INCOME FUND CLASS P | Fund | Spouse | None |
| PIMCO INVESTMENT GRADE CORPORATE BOND FUND | Fund | Spouse | $1,001 - $15,000 |
| SPDR Bloomberg Barclays High Yield Bond ETF | Fund | Spouse | $1,001 - $15,000 |
| SPYSPDR S&P 500 | Fund | Spouse | $1,001 - $15,000 |
| UBS BANK DEPOSIT ACCOUNT | Other | Spouse | $1,001 - $15,000 |
| VanEck Vectors J.P. Morgan EM Local Currency Bond ETF | Fund | Spouse | $1,001 - $15,000 |
| Vanguard Total Bond Market ETF | Fund | Spouse | $1,001 - $15,000 |
| Vanguard Total World Stock Index ETF | Fund | Spouse | $1,001 - $15,000 |
| INDIANA 401(a) PLAN - INDIANA FUND 2035 | Other | Member | $1,001 - $15,000 |
| STATE OF INDIANA 401(a) PLAN - INDIANA STABLE VALUE FUND | Other | Member | $1,001 - $15,000 |
| STATE OF INDIANA 457 PLAN - INDIANA FUND 2035 | Other | Member | $15,001 - $50,000 |
| STATE OF INDIANA 457 PLAN - STABLE VALUE FUND | Other | Member | $1,001 - $15,000 |
| RENTAL CONDO - MASS AVE | Other | Member | $100,001 - $250,000 |
| RENTAL HOUSE - 54TH STREET | Other | Member | $100,001 - $250,000 |
| RENTAL HOUSE - WOODACRE LANE | Other | Member | $250,001 - $500,000 |
| RENTAL TOWNHOUSE | Other | Member | $100,001 - $250,000 |
| FIRST EAGLE GLOBAL INC GLOBAL FD CL A | Fund | Member | $1,001 - $15,000 |
How reports are read: holdings methodology.