Ed Perlmutter
Ed Perlmutter Net Worth & Financial Disclosure
houseAnnual financial disclosure for 2009, filed August 17, 2009. Includes 43 assets.
Est. Net Worth
$940K
2009 annual disclosure
Total Assets
$453K - $1.4M
43 assets
Total Liabilities
$0
0 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$356K (15)
Mutual Funds$276K (10)
Other$178K (11)
LLC / Partnership$98K (6)
Retirement & Pension$33K (1)
Top Stock Holdings (from trades)
All Assets (43)
| Asset | Value |
|---|---|
25% Interest in ZLDR Wyoming LLC Evanston, WY, US | $15,001 - $50,000 |
Colorado PERA | $15,001 - $50,000 |
LAP 1992 Grandchildren Trust U/A DTD 5/13/92 | N/A |
| $1,001 - $15,000 | |
| $1,001 - $15,000 | |
| $1,001 - $15,000 | |
| $1,001 - $15,000 | |
| $1,001 - $15,000 | |
First Independent Bank of NY 5% Notes | $15,001 - $50,000 |
Hartford Life Insurance 7.5% Notes | $1,001 - $15,000 |
New Resource Bank | $15,001 - $50,000 |
| $1,001 - $15,000 | |
| N/A | |
Tamarack Money Market | $1,001 - $15,000 |
| $1,001 - $15,000 | |
| $1,001 - $15,000 | |
| $15,001 - $50,000 | |
LAP Grandchildren Tr owing Debenture Electric 5.25% Debenture | $15,001 - $50,000 |
LAP Grandchildren Tr owing Vanguard Corp 5.35% Fixed Term Notes | $1,001 - $15,000 |
| $1 - $1,000 | |
| $1 - $1,000 | |
Elk Petroleum, LLC Working Interest Texas, US | $15,001 - $50,000 |
Elk Petroleum, LLC Working Interest Texas, US | $15,001 - $50,000 |
| $1,001 - $15,000 | |
| $1,001 - $15,000 | |
| $1,001 - $15,000 | |
| $1,001 - $15,000 | |
Tamarack Money Market | $1,001 - $15,000 |
Tamarack Money Market | $1,001 - $15,000 |
| $100,001 - $250,000 | |
| $50,001 - $100,000 | |
Loomis Sayles Small Cap Fund | $1 - $1,000 |
PJL Partnership owning Stephens Managed Account (Not self directed) | $15,001 - $50,000 |
PJL Partnership owning New Resource Bank | $1,001 - $15,000 |
PJL Partnership owning Nord Leasing, LLC | N/A |
PJL Partnership owning Nord Resources Oklahoma and Texas, US | N/A |
PJL Partnership owning Secure Care Properties Limited Partnership Oklahoma and Texas, US | N/A |
PJL Partnership owning Account (Not self directed) - T. Rowe Price Equity Income | $50,001 - $100,000 |
T. Rowe Price Equity Income | $1 - $1,000 |
Torrey Fund | N/A |
Tweedy Browne Global Value | $1 - $1,000 |
Vanguard 500 Index Fund | $100,001 - $250,000 |
Weitz Value Fund | $1 - $1,000 |
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).