Brett Guthrie
Brett Guthrie Net Worth & Financial Disclosure
houseAnnual financial disclosure for 2009, filed May 15, 2009. Includes 12 assets.
Est. Net Worth
$422K
2009 annual disclosure
Total Assets
$223K - $620K
12 assets
Total Liabilities
$0
0 liabilities
Total Trades
1
From PTR filings
Trade Volume
$33K
Midpoint of disclosed ranges
Net Worth Over Time
Show data table
| Period | Est. net worth |
|---|---|
| 2009 | $422K |
| 2010 | $422K |
| 2011 | $732K |
| 2012 | $446K |
| 2013 | $1.2M |
Assets by Category
Other$199K (4)
Retirement & Pension$183K (3)
Insurance$16K (2)
Bank & Cash$8K (1)
Stocks$8K (1)
Mutual Funds$8K (1)
Top Stock Holdings (from trades)
All Assets (12)
| Asset | Value |
|---|---|
Guthrie Family Irrevocable Trust Green, KY, US | $100,001 - $250,000 |
401K Retirement Plan - Hilliard Lyons Simsbury, CT, US | $50,001 - $100,000 |
401K Retirement Plan - Hilliard Lyons Simsbury, CT, US | $15,001 - $50,000 |
US Bank Accounts (Checking/Savings) Braintree, MA, US | $1,001 - $15,000 |
Deferred Compensation Plan (Morgan Stanley) Lexington, KY, US | $50,001 - $100,000 |
Citizens First Bank Common Stock Bowling Green, KY, US | $1,001 - $15,000 |
DFA Tax-Managed CA-AM CA Funds Boston, MA, US | $1,001 - $15,000 |
New England Financial Variable Life Policy | $1,001 - $15,000 |
Valley Forge Life Insurance Co Variable Life Policy | $1,001 - $15,000 |
529 (3) College Plan - Equity and Income Portfolio Braintree, MA, US | $1,001 - $15,000 |
529 (3) College Plan - Common Stock Portfolio C Braintree, MA, US | $1,001 - $15,000 |
529 (3) College Plan - Global Franchis., Portfolio C Braintree, MA, US | $1,001 - $15,000 |
Trading Sector Allocation (from PTR trades)
Consumer Cyclical$33K
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).