ADAM H. PUTNAM
ADAM H. PUTNAM Net Worth & Financial Disclosure
houseAnnual financial disclosure for 2009, filed June 5, 2009. Includes 50 assets.
Est. Net Worth
$6.7M
2009 annual disclosure
Total Assets
$3.4M - $10.1M
50 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
LLC / Partnership$3M (2)
Mutual Funds$2M (40)
Bank & Cash$1.6M (3)
Retirement & Pension$75K (1)
Other$33K (1)
Real Estate$10K (1)
Gov. Securities$8K (1)
Stocks$8K (1)
Top Stock Holdings (from trades)
All Assets (50)
| Asset | Value |
|---|---|
Putnam Groves, Inc. Bartow, Florida, US | $1,000,001 - $5,000,000 |
Dudley Putnam, Inc. Bartow, Florida, US | $15,001 - $50,000 |
United States Savings Bonds | $1,001 - $15,000 |
Florida Prepaid College Plan | $15,001 - $50,000 |
Partial Interest - Office and Shop Bldg Bartow, FL, US | $5,001 - $15,000 |
MFS Growth Allocation | N/A |
Goldman Sachs TR Emerging Mkts Eqty Instl | N/A |
T Rowe Price Instl Large Cap Growth Fund | N/A |
American Funds Large Cap Growth I Shs | N/A |
STI Classic Funds Intl Equity I Shs #510 | N/A |
American Funds Small Cap Value Fund I Shs #868 | N/A |
STI Classic Funds Large Cap Relative Value I Shs | N/A |
STI Classic Funds Small Cap Growth C L C | N/A |
American Funds Small Cap Value Equity C L C | N/A |
STI Classic Funds Mid Cap Equity C L C | N/A |
ST CLASSIC FUNDS LARGE CAP VALUE EQUITY C | N/A |
ST CLASSIC FUNDS LARGE CAP GROWTH STOCK CL C | N/A |
FRA CAPITAL | N/A |
SUNTRUST BANK ACCOUNTS | $50,001 - $100,000 |
CAP QUALEAN EQUITY SHS #66 & CAP QUALEAN EQUITY SHS #66B | N/A |
BOSTON INSTL FDS INV TR BOSTON COMPANY TAX SENSITIVE | N/A |
BOSTON INSTITUTE STRATEGIES FD INSTL SHS | N/A |
TROWE PRICE REAL ESTATE | N/A |
PIMCO COMMODITY REALRETURN STRATEGY FD-INS | N/A |
ST CLASSIC FUNDS TAX FREE INCOME | N/A |
VANGUARD VALUE INDEX FUND | $15,001 - $50,000 |
VANGUARD LT-TERM TAX EXEMPT ADM | $100,001 - $250,000 |
OAKLASSE FUNDS PRIME QUALITY MONEY MARKET | N/A |
Vanguard Int-Term T/E Fund | $100,001 - $250,000 |
T Rowe Price Equity Income Fund | $15,001 - $50,000 |
T Rowe Price Blue Chip Growth | $50,001 - $100,000 |
Selected Funds Aggressive Growth Stock ISHs #558 | N/A |
Stock Bancgroup | $1,001 - $15,000 |
Sitclass Funds Equity Growth Stock ISHs #593 | N/A |
Vanguard Total Intl Index Fund | $100,001 - $250,000 |
Vanguard Small Cap Value Index Fund | $50,001 - $100,000 |
Vanguard Small Cap Growth Index Fund | $50,001 - $100,000 |
Vanguard Mid-Cap Index Fund | $100,001 - $250,000 |
Vanguard Growth Index Fund | $15,001 - $50,000 |
Vanguard T/E Money Market Fund | $250,001 - $500,000 |
Vanguard Long Term T/E Fund | $50,001 - $100,000 |
Vanguard High Yield T/E Fund | $50,001 - $100,000 |
STI Classic Funds Cap Value Equity SHS | N/A |
Colonial Bankgroup Bank Accounts | $500,001 - $1,000,000 |
Vanguard Large Cap Index Fund | $15,001 - $50,000 |
Community National Bank | $500,001 - $1,000,000 |
Vanguard Prime Money Market Fund | $1,001 - $15,000 |
Vanguard Total Stock Market Index Fund Adm | $250,001 - $500,000 |
Vanguard Small Cap Index Fund | $15,001 - $50,000 |
Vanguard 529 Plans | $50,001 - $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).