Brett Guthrie
Brett Guthrie Net Worth & Financial Disclosure
houseAnnual financial disclosure for 2011, filed May 13, 2011. Includes 32 assets.
Est. Net Worth
$732K
2011 annual disclosure
Total Assets
$394K - $1.1M
32 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$325K (3)
Retirement & Pension$201K (13)
Mutual Funds$190K (13)
Insurance$9K (2)
Bank & Cash$8K (1)
Top Stock Holdings (from trades)
All Assets (32)
| Asset | Value |
|---|---|
Guthrie Family Irrevocable Trust, Carolyn and Greg Guthrie for 4 Children Who Share | $100,001 - $250,000 |
401K Retirement Plan Hartford, CT, US | $50,001 - $100,000 |
Simsbury Growth Fund Indianapolis, IN, US | $50,001 - $100,000 |
Hartford Life Simsbury, CT, US | $50,001 - $100,000 |
First Investment Plan St. Petersburg, FL, US | $50,001 - $100,000 |
US Bank Accounts Bowling Green, KY, US | $1,001 - $15,000 |
Deferred Compensation Plan D (Metlife - Trace Die Cast, Inc.) Lexington, KY, US | $50,001 - $100,000 |
Wells Fargo Brokerage Account - AF AMGAP Fund (Issa Asad) Indianapolis, IN, US | $15,001 - $50,000 |
American Growth A Mutual Fund St. Petersburg, FL, US | $15,001 - $50,000 |
Insurance Policy - Northwestern Mutual Financial Warwick, RI, US | $1,001 - $15,000 |
Insurance Policy - Reassure American Life Insurance Company (Whole Life) | $1 - $1,000 |
529 College Plan - T Rowe Price Balanced C Baltimore, MD, US | $1,001 - $15,000 |
529 College Plan - Harbor Large Cap (Section 529 Part C) Chicago, IL, US | $1,001 - $15,000 |
529 (3) C College Northern Equity Index 529 Portfolio C Chicago, IL, US | $1 - $1,000 |
529 (3) C College Northern Mid-Cap Index 529 Portfolio C Chicago, IL, US | $1 - $1,000 |
529 (3) C College Northern Small Company Index 529 Portfolio C Chicago, IL, US | $1 - $1,000 |
529 (3) C College Northern Total Equity Index 529 Portfolio C Chicago, IL, US | $1,001 - $15,000 |
529 (3) C College Northern International Large Cap 529 Portfolio C Chicago, IL, US | $1,001 - $15,000 |
529 (3) C College Plan Baltimore MIP Balanced C Baltimore, MD, US | $1,001 - $15,000 |
529 (3) C College Plan Volume 529 Part C | $1,001 - $15,000 |
529 (3) C College Northern Equity Index 529 Portfolio C Chicago, IL, US | $1 - $1,000 |
529 (3) C College Northern Small Cap Index 529 Portfolio C Chicago, IL, US | $1 - $1,000 |
529 (3) C College Plan Northern Small Company Index 529 portfolio C | $1 - $1,000 |
529 (3) C College Plan Index 529 portfolio C | $1,001 - $15,000 |
529 (3) C College Plan Merrill Lynch International Public C New York, New York, US | $1,001 - $15,000 |
529 (3) C College Plan Balanced C Baltimore, MD, US | $1,001 - $15,000 |
529 (3) C College Plan Value 529 Part C | $1,001 - $15,000 |
529 (3) C College Plan Equity Index 529 portfolio C | $1 - $1,000 |
529 (3) C College Plan Growth 529 portfolio C | $1 - $1,000 |
529 (3) C College Plan Northern Small Company Index 529 portfolio C | $1 - $1,000 |
529 (3) C College Plan International Equity Index 529 portfolio C | $1,001 - $15,000 |
529 College Plan - Neuberger Berman International Fund Class C New York, New York, 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).