Brett Guthrie
Brett Guthrie Net Worth & Financial Disclosure
houseAnnual financial disclosure for 2013, filed May 14, 2013. Includes 30 assets and 1 liabilities.
Est. Net Worth
$1.2M
2013 annual disclosure
Total Assets
$812K - $2M
30 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$933K (3)
Mutual Funds$222K (20)
Retirement & Pension$199K (5)
Bank & Cash$33K (1)
Insurance$501 (1)
Top Stock Holdings (from trades)
All Assets (30)
| Asset | Value |
|---|---|
The 1994 Guthrie Family Trust (Greg Guthrie, Trustee, 1 of 4) – Children who share 1/4 interest | $100,001 - $250,000 |
Hartford Life Retirement Plan – 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 Bowling Green, KY, US | $15,001 - $50,000 |
Dretick Consolidation Plan - MetLife (Trace Die Cast, Inc) Lexington, KY, US | $50,001 - $100,000 |
Wells Fargo Primecap Equity Income Fund Adm Cl A Indianapolis, IN, US | $15,001 - $50,000 |
New England Financial 700 Quaker Lane, Warwick, RI, US | $1,001 - $15,000 |
Insurance Policy - Massachusetts Mutual Life Insurance Company (Whole Life) | $1 - $1,000 |
529 (3) C College Plan - T Rowe Price Balanced C (Dividend Value Part C) | $1,001 - $15,000 |
529 (3) C College Plan - T Rowe Price Balanced C | $15,001 - $50,000 |
529 (3) C College Plan - 529 Portfolio US Large Cap Index Chicago, IL, US | $1,001 - $15,000 |
529 (3) C College Plan 529 Portfolio C Northern Mid-Cap Index 529 Portfolio C | $1,001 - $15,000 |
529 (3) C College Plan 529 Portfolio C Northern Small Company Index 529 Portfolio C | $1 - $1,000 |
529 (3) C College Plan 529 Portfolio C Largecap S&P 500 Index 529 Portfolio C | $1,001 - $15,000 |
529 (3) C College Plan 529 Portfolio C International Equity Index 529 Portfolio C | $1,001 - $15,000 |
529 (3) C College Plan 529 Portfolio C | $1,001 - $15,000 |
529 (3) C College Plan T. Rowe Price Balanced C | $1,001 - $15,000 |
Cohen and Steers Institutional Fund | $1,001 - $15,000 |
529 (3) C College Plan 529 Portfolio C Northern Equity Index 529 Portfolio C | $1,001 - $15,000 |
529 (3) C College Plan 529 Portfolio C Northern Mid-Cap Index 529 Portfolio C Chicago, IL, US | $1 - $1,000 |
529 (3) C College Plan 529 Portfolio C Northern Equity Index 529 Portfolio C | $1 - $1,000 |
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 Fund Class I Index 529 Portfolio C New York, NY, US | $1,001 - $15,000 |
T Rowe Price Balanced C Baltimore, MD, US | $1,001 - $15,000 |
BlackRock Resources & Commodities Strategy Trust | $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 BlackRock Equity Index 529 Portfolio C | $1 - $1,000 |
529 (3) C College Plan Vanguard Equity Index 529 Portfolio C | $1,001 - $15,000 |
529 (3) C College Plan International Equity Index 529 Portfolio C New York, NY, US | $1,001 - $15,000 |
Lowell M. Guthrie Irrevocable Trust | $500,001 - $1,000,000 |
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).