Dan Daniel Bishop
Dan Daniel Bishop (NC-8) disclosed a net worth range between $4M and $11.9M in their 2023 annual filing.
Compare this disclosure with the House of Representatives net worth rankings .
Net worth
Estimated from the ranges in the member's annual financial disclosures: the band runs from the sum of disclosed asset minimums less liability maximums up to the sum of asset maximums less liability minimums. Only electronically filed reports are read — a missing year means no electronic filing, not zero net worth.
Disclosed net worth band, 2021 to 2023
| Year | Filed | Net worth band |
|---|---|---|
| 2023 | 2024-08-12 | $4M – $11.9M |
| 2022 | 2023-05-13 | $3.7M – $14.7M |
| 2021 | 2022-05-15 | $3.2M – $10.6M |
Recent stock trades
No stock trade has been disclosed for this member, so there is no reconstructed portfolio and no performance estimate. Periodic transaction reports cover securities trades only — the assets above are the member's full disclosed holdings.
Assets and liabilities
Disclosed assets
The assets Dan Daniel Bishop itemised in their 2023 annual report, largest bracket first. Descriptions are the filer's own wording, and each value is the bracket they checked on the form — never a reported amount.
| Description | Type | Income | Value |
|---|---|---|---|
| Schwab fka TD Ameritrade brokerage account ⇒ Schwab Government Money fund (SGUXX) | BA |
$5K - $15K
Dividends
|
$1M - $5M |
| Schwab fka Ameritrade Institutional IRA-Dan ⇒ Amount held in cash | IH |
Tax-Deferred
|
$500K - $1M |
| Schwab fka Ameritrade Institutional IRA-Dan ⇒ Dodge & Cox Income Fund - Class I (DODIX) | MF |
Tax-Deferred
|
$250K - $500K |
| Schwab fka Ameritrade Institutional IRA-Jo ⇒ DOUBLELINE FUNDS CORE FIXED INCOME I | MF |
Tax-Deferred
|
$250K - $500K |
| Schwab fka Ameritrade Institutional IRA-Jo ⇒ United States T-bills | GS |
Tax-Deferred
|
$250K - $500K |
| Schwab fka TD Ameritrade brokerage account ⇒ TD Bank, NA | BA |
$1K - $2.5K
Interest, Acct est promo
|
$250K - $500K |
| Schwab fka Ameritrade Institutional IRA-Dan ⇒ DoubleLine Low Duration Emerging Markets Fixed Income Fund Class I (DBLLX) | MF |
Tax-Deferred
|
$100K - $250K |
| Schwab fka Ameritrade Institutional JTWROS ⇒ VANGUARD S&P 500 ETF SHS | EF |
$15K - $50K
Capital Gains, Dividends
|
$100K - $250K |
| Schwab fka Ameritrade Institutional JTWROS ⇒ Vanguard Total Stock Market ETF | EF |
$201 - $1K
Dividends
|
$100K - $250K |
| Schwab fka Ameritrade Institutional Jo ⇒ AMERICAN FUNDS WA MUTUAL INVESTORS F2 | MF |
$5K - $15K
Capital Gains, Dividends
|
$100K - $250K |
| Schwab fka Ameritrade Institutional Jo ⇒ TD Bank NA | BA |
$1 - $200
Interest
|
$100K - $250K |
| Schwab fka Ameritrade Institutional Jo ⇒ United States T-bills | GS |
Interest
|
$100K - $250K |
| Northwestern Mutual Variable Life Insurance ⇒ Index 500 Stock (MSA) | MF |
$201 - $1K
Dividends
|
$50K - $100K |
| Schwab fka Ameritrade Institutional IRA-Dan ⇒ Comerica Bank Dallas Tex CD | BA |
Tax-Deferred
|
$50K - $100K |
| Schwab fka Ameritrade Institutional IRA-Dan ⇒ Emerging Markets ex China Core Equity Portfolio (DAADX) | MF |
Tax-Deferred
|
$50K - $100K |
| Schwab fka Ameritrade Institutional IRA-Dan ⇒ MFS Funds MA Investors Growth Stock I | MF |
Tax-Deferred
|
$50K - $100K |
| Schwab fka Ameritrade Institutional IRA-Dan ⇒ VANGUARD TOTAL STK MKT ETF | EF |
Tax-Deferred
|
$50K - $100K |
| Schwab fka Ameritrade Institutional IRA-Dan ⇒ Vanguard MCAP VL IDXVIP ETF | EF |
Tax-Deferred
|
$50K - $100K |
| Schwab fka Ameritrade Institutional IRA-Dan ⇒ iShares Short Treasury Bond ETF (SHV) | EF |
Tax-Deferred
|
$50K - $100K |
| Schwab fka Ameritrade Institutional IRA-Jo ⇒ Emerging Markets ex China Core Equity Portfolio (DAADX) | MF |
Tax-Deferred
|
$50K - $100K |
| Schwab fka Ameritrade Institutional IRA-Jo ⇒ UMB Bk Natl Assn Kans City Mo CD | BA |
Tax-Deferred
|
$50K - $100K |
| Schwab fka Ameritrade Institutional IRA-Jo ⇒ VANGUARD EQTY INCOME ADMIRAL | MF |
Tax-Deferred
|
$50K - $100K |
| Schwab fka Ameritrade Institutional IRA-Jo ⇒ Vanguard Emerging Markets Bond Fund Admiral Shares (VEGBX) | MF |
Tax-Deferred
|
$50K - $100K |
| Schwab fka Ameritrade Institutional JTWROS ⇒ SELECT SECTOR SPDR TRUST TECHNOLOGY ETF | EF |
$201 - $1K
Capital Gains, Dividends
|
$50K - $100K |
| Vanguard Brokerage Account ⇒ Vanguard Federal Money Market Fund | MF |
$1K - $2.5K
Dividends
|
$50K - $100K |
| Congressional FCU | BA | — | $15K - $50K |
| Northwestern Mutual Variable Life Insurance ⇒ Index 400 Stock (MSA) | MF |
$201 - $1K
Dividends
|
$15K - $50K |
| Northwestern Mutual Variable Life Insurance ⇒ International Growth (MSA/FIAM LLC) | MF |
$201 - $1K
Dividends
|
$15K - $50K |
| Schwab Roth IRA - Dan ⇒ Amount held in cash | IH |
Tax-Deferred
|
$15K - $50K |
| Schwab Roth IRA - Dan ⇒ DFA Diversified Fixed Income Portfolio - Institutional (DFXIX) | MF |
Tax-Deferred
|
$15K - $50K |
| Schwab fka Ameritrade Institutional IRA-Dan ⇒ American Funds Multi-Sector Income Fund Class F-2 (MIAYX) | MF |
Tax-Deferred
|
$15K - $50K |
| Schwab fka Ameritrade Institutional IRA-Dan ⇒ VANGUARD INTER TERM TREAS ETF | EF |
Tax-Deferred
|
$15K - $50K |
| Schwab fka Ameritrade Institutional IRA-Dan ⇒ iShares 20+ Year Treasury Bond ETF (TLT) | EF |
Tax-Deferred
|
$15K - $50K |
| Schwab fka Ameritrade Institutional IRA-Jo ⇒ Amount held in cash | IH |
Tax-Deferred
|
$15K - $50K |
| Schwab fka Ameritrade Institutional IRA-Jo ⇒ MFS FUNDS MA INVESTORS TRUST I | MF |
Tax-Deferred
|
$15K - $50K |
| Schwab fka Ameritrade Institutional IRA-Jo ⇒ Vanguard Intermediate-Term Treasury ETF (VGIT) | EF |
Tax-Deferred
|
$15K - $50K |
| Schwab fka Ameritrade Institutional IRA-Jo ⇒ Vanguard MCAP VL IDXVIP ETF | EF |
Tax-Deferred
|
$15K - $50K |
| Schwab fka Ameritrade Institutional JTWROS ⇒ SELECT SECTOR SPDR TRUST SBI HEALTHCARE ETF | EF |
$201 - $1K
Dividends
|
$15K - $50K |
| Schwab fka Ameritrade Institutional JTWROS ⇒ Vanguard Mid-Cap ETF (VO) | EF |
$201 - $1K
Dividends
|
$15K - $50K |
| Schwab fka Ameritrade Institutional Jo ⇒ VANGUARD SM CAP INDEX ADMIRAL | MF |
$201 - $1K
Dividends
|
$15K - $50K |
| South State Bank | BA |
$1 - $200
Interest
|
$15K - $50K |
| American Funds American Mutual F2 | MF |
$1 - $200
Capital Gains, Dividends
|
$1K - $15K |
| Beneficiary IRA - Jo ⇒ Beneficiary IRA-Pinnacle Bank, Nashville, TN | IH |
$201 - $1K
Interest
|
$1K - $15K |
| MFS Funds MA Investors Growth Stock I | MF |
$1 - $200
Capital Gains, Dividends
|
$1K - $15K |
| Northwestern Mutual Variable Life Insurance ⇒ Emerging Markets Equity | MF |
$1 - $200
Dividends
|
$1K - $15K |
| Northwestern Mutual Variable Life Insurance ⇒ Global Real Estate Securities (RIF) | MF |
$1 - $200
Dividends
|
$1K - $15K |
| Northwestern Mutual Variable Life Insurance ⇒ Multi Sector Bond (MSA/PIMCO) | MF |
$1 - $200
Dividends
|
$1K - $15K |
| Northwestern Mutual Variable Life Insurance ⇒ Select Bond (MSA/Wells Capital Mgmt) | MF |
$1 - $200
Dividends
|
$1K - $15K |
| Northwestern Mutual Variable Life Insurance ⇒ Small Cap Growth Stock (MSA/Wellington) | MF |
$1 - $200
Dividends
|
$1K - $15K |
| Northwestern Mutual Variable Life Insurance ⇒ Small Cap Value (MSA/T Rowe Price) | MF |
$1 - $200
Dividends
|
$1K - $15K |
| Schwab Roth IRA - Dan ⇒ Vanguard Emerging Markets Bond Fund Admiral Shares (VEGBX) | MF |
Tax-Deferred
|
$1K - $15K |
| Schwab fka Ameritrade Institutional IRA-Jo ⇒ American Funds Multi-Sector Income Fund Class F-2 (MIAYX) | MF |
Tax-Deferred
|
$1K - $15K |
| Schwab fka Ameritrade Institutional IRA-Jo ⇒ INVESCO FUNDS OPPENHEIMER INTL GROWTH Y | MF |
Tax-Deferred
|
$1K - $15K |
| Schwab fka Ameritrade Institutional IRA-Jo ⇒ iShares 20+ Year Treasury Bond ETF (TLT) | EF |
Tax-Deferred
|
$1K - $15K |
| Schwab fka Ameritrade Institutional JTWROS ⇒ Dupree Funds NC Tax-Free Inc Series Inv | MF |
$201 - $1K
Dividends
|
$1K - $15K |
| Schwab fka Ameritrade Institutional JTWROS ⇒ Vanguard Intmd Term Treasury Admiral | MF |
$201 - $1K
Capital Gains, Dividends
|
$1K - $15K |
| Schwab fka Ameritrade Institutional JTWROS ⇒ Vanguard Tax-Exempt Bond Index Fund Admiral (VTEAX) | MF |
$1 - $200
Dividends
|
$1K - $15K |
| South State Bank - Jo | BA |
Interest
|
$1K - $15K |
| SouthState - Jack Bishop | BA |
$1 - $200
Interest
|
$1K - $15K |
| TD Bank NA | BA |
$1 - $200
Interest
|
$1K - $15K |
| VANGUARD TOTAL STK MKT ETF | EF |
$1 - $200
Dividends
|
$1K - $15K |
| Schwab fka Ameritrade Institutional JTWROS ⇒ TD Bank NA | BA |
$1 - $200
Interest
|
$1 - $1K |
Disclosed liabilities
The liabilities itemised in the 2023 annual report, largest bracket first. These are the amounts subtracted when the net worth band above is rolled up.
No Itemised Liabilities
The latest annual report lists no liability with a disclosed value bracket.