Brett Guthrie

Brett Guthrie Net Worth & Financial Disclosure

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Annual financial disclosure for 2010, filed May 17, 2010. Includes 12 assets.

Est. Net Worth
$422K
2010 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
PeriodEst. net worth
2009$422K
2010$422K
2011$732K
2012$446K
2013$1.2M

Assets by Category

Retirement & Pension$183K (3)
Other$175K (1)
Mutual Funds$32K (4)
Insurance$16K (2)
Bank & Cash$8K (1)
Stocks$8K (1)

Top Stock Holdings (from trades)

All Assets (12)

AssetValue
Guthrie Family Irrevocable Trust
Bowling Green, KY, US
$100,001 - $250,000
401k Retirement Plan - Eli Lilly and Company
Indianapolis, IN, US
$50,001 - $100,000
401k Retirement Plan - Rollins, Inc.
Simsbury, CT, US
$15,001 - $50,000
US Bank Accounts (Checking/Savings)
$1,001 - $15,000
Deferred Compensation Plan (Trade Die Cast)
Lexington, KY, US
$50,001 - $100,000
Citizens First Bank Common Stock
Bowling Green, KY, US
$1,001 - $15,000
MassMutual Premier Mutual Fund Class A
Indianapolis, IN, US
$1,001 - $15,000
New England Financial Variable Life Policy
$1,001 - $15,000
Valley Forge Life Insurance Variable Life Policy
$1,001 - $15,000
529 (3) College Plan - Van Kampen LIFE Equity and Income Portfolio
Braintree, MA, US
$1,001 - $15,000
529 (3) College Plan - Van Kampen HEF Balanced Stock Portfolio
Braintree, MA, US
$1,001 - $15,000
529 (3) College Plan - Oppenheimer Global Franchise 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).
Brett Guthrie Net Worth & Financial Disclosure 2010: Assets & Portfolio | Congress Stock Tracker