ADAM H. PUTNAM
ADAM H. PUTNAM Net Worth & Financial Disclosure
houseAnnual financial disclosure for 2010, filed June 15, 2010. Includes 29 assets.
Est. Net Worth
$7.6M
2010 annual disclosure
Total Assets
$3.9M - $11.3M
29 assets
Total Liabilities
$0
0 liabilities
Total Trades
105
From PTR filings
Trade Volume
$15.3M
Midpoint of disclosed ranges
Net Worth Over Time
Show data table
| Period | Est. net worth |
|---|---|
| 2008 | $24.6M |
| 2009 | $6.7M |
| 2009 | $6M |
| 2010 | $7.6M |
Assets by Category
Mutual Funds$3.6M (20)
LLC / Partnership$3M (2)
Bank & Cash$826K (3)
Real Estate$65K (2)
Other$33K (1)
Gov. Securities$8K (1)
Top Stock Holdings (from trades)
All Assets (29)
| Asset | Value |
|---|---|
Putnam Groves Inc. Bartow, FL, US | $1,000,001 - $5,000,000 |
Dudley Putnam, Inc. Bartow, FL, US | $15,001 - $50,000 |
United States Savings Bonds | $1,001 - $15,000 |
Florida Prepaid College Plan | $15,001 - $50,000 |
Partial Interest Office Bartow, FL, US | $15,001 - $50,000 |
Vanguard Value Index Fund | $250,001 - $500,000 |
SunTrust Bank Account | $50,001 - $100,000 |
Vanguard High Yield Tax-Exempt Fund | N/A |
Vanguard Long Term Tax-Exempt Fund | $50,001 - $100,000 |
Vanguard Tax-Exempt Money Market Fund | $250,001 - $500,000 |
Vanguard Growth Index Fund | $500,001 - $1,000,000 |
Vanguard Mid-Cap Index Fund | $100,001 - $250,000 |
Vanguard Small Cap Growth Index Fund | $250,001 - $500,000 |
Vanguard Total International Stock Index Fund | $100,001 - $250,000 |
Vanguard Total International Bond Index Fund | $50,001 - $100,000 |
Vanguard 529 Plans | $100,001 - $250,000 |
T Rowe Price Blue Chip Growth | $50,001 - $100,000 |
T Rowe Price Equity Income | $100,001 - $250,000 |
Vanguard Intermediate-Term Tax-Exempt Fund Admiral Shares | $100,001 - $250,000 |
Vanguard Limited-Term Tax-Exempt Fund Admiral Shares | $250,001 - $500,000 |
Vanguard Large Cap Index Fund | $15,001 - $50,000 |
Vanguard Prime Money Market Fund | $50,001 - $100,000 |
Vanguard Total Stock Market Fund Admiral Shares | N/A |
Vanguard Small Cap Index Fund | $15,001 - $50,000 |
Vanguard Small Cap Value Index Fund | $50,001 - $100,000 |
Community National Bank Accounts | $500,001 - $1,000,000 |
BB&T Bank Accounts & Trust Co Bank Accounts | $1 - $1,000 |
Partial Interest: House Lake Wales, Florida, US | $15,001 - $50,000 |
Vanguard Limited-Term Tax-Exempt Fund | $50,000 - $100,000 |
Trading Sector Allocation (from PTR trades)
Consumer Cyclical$175K
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).