Ed Perlmutter
Ed Perlmutter Net Worth & Financial Disclosure
houseAnnual financial disclosure for 2010, filed August 19, 2010. Includes 41 assets.
Est. Net Worth
$1.1M
2010 annual disclosure
Total Assets
$586K - $1.6M
41 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
Mutual Funds$434K (9)
Stocks$423K (13)
LLC / Partnership$139K (7)
Other$97K (11)
Retirement & Pension$0 (1)
Top Stock Holdings (from trades)
All Assets (41)
| Asset | Value |
|---|---|
Colorado Pera | N/A |
25% Interest in ZLDR Development LLC Evanston, WY, US | $15,001 - $50,000 |
LAP 1992 Grandchildren Tr Debenture General Electric 5.25% Debenture | $15,001 - $50,000 |
LAP 1992 Grandchildren Tr 5.6% Notes | $1,001 - $15,000 |
| $1,001 - $15,000 | |
| $1,001 - $15,000 | |
| $1,001 - $15,000 | |
| $1,001 - $15,000 | |
LAP 1992 Grandchildren Tr - First Indp Bk of N J | N/A |
LAP 1992 Grandchildren Tr - Hartford Life Ins 7.5% | $1,001 - $15,000 |
| $1,001 - $15,000 | |
LAP 1992 Grandchildren Tr - New Resource Bank | $1,001 - $15,000 |
| $1,001 - $15,000 | |
LAP 1992 Grandchildren Tr - RBC Dain Rauscher Money Market Fund | $1,001 - $15,000 |
| $15,001 - $50,000 | |
| N/A | |
| N/A | |
| $1,001 - $15,000 | |
| $1 - $1,000 | |
| $1 - $1,000 | |
LAP, Inc owning interest in Elk Petroleum, LLC | $15,001 - $50,000 |
LAP, Inc owning interest in Elk Petroleum, LLC interest in Montana and Texas Montana, US; Texas, US | $15,001 - $50,000 |
| $1,001 - $15,000 | |
| $1,001 - $15,000 | |
LAP, Inc owning RBC Dain Rauscher Money Market (Formerly Tamarack MM) | $1,001 - $15,000 |
LAP Tamarack MM Rauscher Money Market (Formerly Tamarack MM) | $1,001 - $15,000 |
| $15,001 - $50,000 | |
| $50,001 - $100,000 | |
| $50,001 - $100,000 | |
| $100,001 - $250,000 | |
Longleaf Partners Small Cap | $1 - $1,000 |
PLJ Partnership Owning SunTrust Managed Acct - Not self directed | N/A |
PLJ Partnership Owning New Resource Bank | $1,001 - $15,000 |
PLJ Partnership Owning New Resource Bank | $1 - $1,000 |
PLJ Partnership Owning Schwab Money Market | $15,001 - $50,000 |
PLJ Partnership Owning Sun Partnership | $15,001 - $50,000 |
PLJ Partnership Owning Sun Partnership | N/A |
T. Rowe Price Equity Income | $1 - $1,000 |
Tweedy Brown Global Value | $1 - $1,000 |
Vanguard 500 Index Fund | $250,001 - $500,000 |
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).