Ed Perlmutter
Ed Perlmutter Net Worth & Financial Disclosure
houseAnnual financial disclosure for 2008, filed July 16, 2008. Includes 38 assets and 2 liabilities.
Est. Net Worth
$1.7M
2008 annual disclosure
Total Assets
$960K - $2.6M
38 assets
Total Liabilities
$25K - $65K
2 liabilities
Total Trades
115
From PTR filings
Trade Volume
$1.4M
Midpoint of disclosed ranges
Net Worth Over Time
Show data table
| Period | Est. net worth |
|---|---|
| 2008 | $1.7M |
| 2009 | $940K |
| 2010 | $1.1M |
| 2011 | $1.1M |
| 2012 | $587K |
| 2013 | $352K |
Assets by Category
Stocks$706K (14)
Mutual Funds$599K (11)
LLC / Partnership$372K (9)
Bank & Cash$49K (3)
Retirement & Pension$33K (1)
Top Stock Holdings (from trades)
All Assets (38)
| Asset | Value |
|---|---|
25% interest in ZLDP, a Colorado LLC Evanston, US | $15,001 - $50,000 |
Colorado Pera | $15,001 - $50,000 |
ICE Energy Inc Stock Options | N/A |
| $100,001 - $250,000 | |
| $1,001 - $15,000 | |
1992 Grandchildren Tr U/A 5/3/93 Arvest Bank Money Market | $15,001 - $50,000 |
| N/A | |
| $100,001 - $250,000 | |
1992 Grandchildren Tr U/A 5/3/93 Tamarack Money Market | $1,001 - $15,000 |
| $1 - $1,000 | |
| $1,001 - $15,000 | |
L.P., Inc owning interest in Elk Petroleum, LLC | $100,001 - $250,000 |
L.P., Inc owning interest in Elk Petroleum, LLC working interest in Otis Texas Otis, Texas, US | $15,001 - $50,000 |
| $1,001 - $15,000 | |
| $15,001 - $50,000 | |
| $15,001 - $50,000 | |
| $1,001 - $15,000 | |
Tamarack Money Market | $1,001 - $15,000 |
AP, Inc. owning Tamarack Midstream Corp Stock | $1,001 - $15,000 |
| $100,001 - $250,000 | |
| $50,001 - $100,000 | |
Longleaf Partners Small Cap | $1 - $1,000 |
Lord Abbett Mid Cap Value A | $50,001 - $100,000 |
Maxim Aggressive Profile II | $50,001 - $100,000 |
Maxim T. Rowe Price Equity Income | $15,001 - $50,000 |
Oppenheimer Capital Appreciation A | $15,001 - $50,000 |
J.L. Partnership owning Reserve Loan managed Resource Bank Acct. (Not self-directed) | $15,001 - $50,000 |
J.L. Partnership owning Nord Leasing, LLC | $1,001 - $15,000 |
J.L. Partnership owning Nord Leasing, LLC Colorado and Texas, US | $1 - $1,000 |
SJL Partnership owning Storage Properties Texas Texas, US | $1,001 - $15,000 |
JL Partnership owning Secure Care Properties Oklahoma, US; Texas, US | $1,001 - $15,000 |
Public Storage Steering Partners Managed | $50,001 - $100,000 |
STI Classic Small Cap Growth Fund | $15,001 - $50,000 |
T. Rowe Price Equity Income | $1 - $1,000 |
Toray Fund | $100,001 - $250,000 |
Tweedy Browne Global Value | $1 - $1,000 |
Vanguard 500 Index | $100,001 - $250,000 |
Weitz Value Fund | N/A |
Liabilities (2)
| Creditor | Type | Amount |
|---|---|---|
| MBNA | credit card | $10,001 - $15,000 |
| US Bank | credit card | $15,001 - $50,000 |
Trading Sector Allocation (from PTR trades)
Industrials$137K
Consumer Defensive$89K
Real Estate$16K
Consumer Cyclical$80K
Communication Services$40K
Technology$144K
Retail Trade$88K
Energy$16K
Healthcare$48K
Financial Services$113K
Basic Materials$24K
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).