ADAM H. PUTNAM
ADAM H. PUTNAM Net Worth & Financial Disclosure
houseAnnual financial disclosure for 2008, filed May 15, 2008. Includes 50 assets and 1 liabilities.
Est. Net Worth
$24.6M
2008 annual disclosure
Total Assets
$9.4M - $40.4M
50 assets
Total Liabilities
$250K - $500K
1 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
LLC / Partnership$18.1M (4)
Stocks$3.8M (3)
Mutual Funds$2.8M (35)
Real Estate$150K (3)
Other$33K (1)
ETFs$24K (3)
Gov. Securities$8K (1)
Top Stock Holdings (from trades)
All Assets (50)
| Asset | Value |
|---|---|
Citrus and Chemical Bank Stock Ownership Share | N/A |
Putnam Groves, Inc. Ownership Share | $1,000,001 - $5,000,000 |
Barton Citrus & Cattle Book Value | $5,000,001 - $25,000,000 |
Putnam Inc. Ownership Share | $50,001 - $100,000 |
Cattlemaking-Citrus & Cattle, Florida Book Value Florida, US | $50,000 - $50,000 |
Boxwell Florida Florida, US | N/A |
United States Savings Bonds | $1,001 - $15,000 |
Florida Prepaid College Plan | $15,001 - $50,000 |
1821 NW 27th St NE Washington, DC, US | $50,000 - $100,000 |
Colonial BancGroup | $500,001 - $1,000,000 |
Colonial BancGroup | $1,000,001 - $5,000,000 |
BB&T Interest Office and Shop 2310 8th Road, Bradenton, FL, US | $50,001 - $100,000 |
MFS Growth Allocation Class A | $15,001 - $50,000 |
Goldman Sachs TR Emerging Mkts Eqy | $1,001 - $15,000 |
PIMCO Commodity Real Return Strategy | $1,001 - $15,000 |
T Rowe Price Instl Emerging Mkts Lg Cap Growth Fund | $15,001 - $50,000 |
T Rowe Price Real Estate | $1,001 - $15,000 |
Forum FDS Absolute Strategies FD Instl SHS | $1,001 - $15,000 |
Mellon Instl Fds Inc TR Boston Co Sm Cap Value | $1,001 - $15,000 |
Sun Trust Bank Accounts - SI Classic Funds | $15,001 - $50,000 |
Sun Trust Bank Accounts - Tax Exempt Money Market | $1,001 - $15,000 |
Large Cap Growth Stock CL C - FKRA Capital Appreciation CL C | $1,001 - $15,000 |
Large Cap Value Equity C | $1,001 - $15,000 |
Mid Cap Equity CL C | $1,001 - $15,000 |
Small Cap Value Equity CL C | $1,001 - $15,000 |
Small Cap Growth CL C | $1,001 - $15,000 |
Large Cap Relative Value I SHS #983 | $15,001 - $50,000 |
Small Cap Value Equity I SHS #588 | $50,000 - $50,000 |
International Equity I SHS #540 | $1,001 - $15,000 |
Large Cap Growth STK I SHS #510 Aggressive Growth | $1,001 - $15,000 |
Aggressive Growth STK I SHS #588 | $1,001 - $15,000 |
Emerging Growth Stock iShares #593 | $1,001 - $15,000 |
Loomis Sayles SMID Cap Equity iShares #624 (FKA Large Cap) | $1,001 - $15,000 |
Mid-Cap Value Equity iShares #412 | $1,001 - $15,000 |
Dreyfus Quality Money Market | $100,001 - $250,000 |
Vanguard High Yield Tax-Exempt Fund | $50,001 - $100,000 |
Vanguard Intermediate Term Tax-Exempt Fund | N/A |
Vanguard Long Term Tax-Exempt Fund | $50,001 - $100,000 |
Vanguard Limited Term Tax-Exempt Fund | N/A |
Marketable Money Market Fund | $250,001 - $500,000 |
Vanguard Growth Index Fund | $250,001 - $500,000 |
Vanguard Mid-Cap Index Fund | $100,001 - $250,000 |
Vanguard Small Cap Growth Index Fund | $50,001 - $100,000 |
Vanguard Total International Value Index Fund | $100,001 - $250,000 |
Vanguard Total International Index Fund | $100,001 - $250,000 |
Vanguard Value Index Fund Admiral Shares | $250,001 - $500,000 |
T. Rowe Price Blue Chip Growth | $50,001 - $100,000 |
T. Rowe Price Equity Income | $50,001 - $100,000 |
Vanguard Intermediate-Term Tax-Exempt Fund Admiral Shares | $100,001 - $250,000 |
Vanguard Limited-Term Tax-Exempt Fund Admiral Shares | $100,001 - $250,000 |
Liabilities (1)
| Creditor | Type | Amount |
|---|---|---|
| Countrywide Home Loans | mortgage | $250,001 - $500,000 |
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).