Brett Guthrie
Brett Guthrie Net Worth & Financial Disclosure
houseAnnual financial disclosure for 2012, filed May 14, 2012. Includes 29 assets and 1 liabilities.
Est. Net Worth
$446K
2012 annual disclosure
Total Assets
$310K - $932K
29 assets
Total Liabilities
$100K - $250K
1 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$300K (12)
Retirement & Pension$191K (5)
Mutual Funds$89K (9)
Bank & Cash$33K (1)
Insurance$9K (2)
Top Stock Holdings (from trades)
All Assets (29)
| Asset | Value |
|---|---|
Guthrie Family Irrevocable Trust | $100,001 - $250,000 |
401k Retirement Plan - Hartford Life - American Growth Fund Indianapolis, IN, US | $50,001 - $100,000 |
401k Retirement Plan - Hartford Life - Franklin Growth Fund St. Petersburg, FL, US | $50,001 - $100,000 |
US Bank Accounts (Checking/Savings) Lexington, KY, US | $15,001 - $50,000 |
Deferred Compensation Plan (MetLife Inc) Lexington, KY, US | $50,001 - $100,000 |
Wells Fargo Advantage KY AF-AMCAP Fund / Franklin Growth A Indianapolis, IN, US | $15,001 - $50,000 |
Insurance Policy - New England Financial (Tower Square) Warwick, RI, US | $1,001 - $15,000 |
Reassure American Life Insurance Company | $1 - $1,000 |
529 (3) C College Plan - Volume 529 Part C Chicago, IL, US | $1,001 - $15,000 |
529 (3) C College Plan - T Row Price Balanced C Chicago, IL, US | $15,001 - $50,000 |
529 (3) C College Plan - Northern Equity Index 529 Chicago, IL, US | $1 - $1,000 |
529 (3) C College Plan - 529 Portfolio C Index Chicago, IL, US | $1 - $1,000 |
529 (3) C College Plan - Northern Small Company Index Portfolio C Chicago, IL, US | $1 - $1,000 |
529 (3) C College Plan - Northern International Equity Index Portfolio C Chicago, IL, US | $1,001 - $15,000 |
529 (3) C College Plan - Largecap 529 Portfolio C New York, NY, US | $1,001 - $15,000 |
529 (3) C College Plan - T Rowe Price Balanced C | $1,001 - $15,000 |
529 (3) C College Plan - Harbor Large Cap Equity Index Fund - Institutional Chicago, IL, US | $1,001 - $15,000 |
529 (3) C College Plan - Northern Equity Index Portfolio C | $1,001 - $15,000 |
529 (3) C College Plan - Northern Mid-Cap Index Portfolio C Chicago, IL, US | $1 - $1,000 |
529 (3) C College Plan - 529 Portfolio C Index Chicago, IL, US | $1 - $1,000 |
529 (3) C College Plan - S&P 500 Index 529 Portfolio C | $1,001 - $15,000 |
529 (3) C College Plan Large Cap 529 Portfolio C New York, NY, US | $1,001 - $15,000 |
529 (3) C College Plan T Rowe Price Balanced C | $1,001 - $15,000 |
529 (3) C College Plan Harbor Large Cap Value Portfolio C | $1,001 - $15,000 |
529 (3) C College Plan Northern Equity Index 529 Portfolio C | $1,001 - $15,000 |
529 (3) C College Plan Northern Mid-Cap Index 529 Portfolio C Chicago, IL, US | $1 - $1,000 |
529 (3) C College Plan Index 529 Portfolio C | $1,001 - $15,000 |
529 (3) C College Plan Northern International Equity Index 529 Portfolio C | $1,001 - $15,000 |
529 (3) C College Plan Neuberger Berman International Equity 529 Portfolio C New York, NY, US | $1,001 - $15,000 |
Liabilities (1)
| Creditor | Type | Amount |
|---|---|---|
| JP Morgan Chase of Columbus, Ohio | mortgage | $100,001 - $250,000 |
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).