Ed Perlmutter
Ed Perlmutter Net Worth & Financial Disclosure
houseAnnual financial disclosure for 2011, filed August 2, 2011. Includes 43 assets and 1 liabilities.
Est. Net Worth
$1.1M
2011 annual disclosure
Total Assets
$627K - $1.7M
43 assets
Total Liabilities
$10K - $15K
1 liabilities
Total Trades
112
From PTR filings
Trade Volume
$1.4M
Midpoint of disclosed ranges
Net Worth Over Time
Assets by Category
Mutual Funds$461K (11)
Stocks$308K (9)
Retirement & Pension$175K (1)
LLC / Partnership$98K (5)
Other$88K (12)
Bank & Cash$25K (5)
Top Stock Holdings (from trades)
All Assets (43)
| Asset | Value |
|---|---|
25% Interest in ZLDR Evanston, WY, US | $15,001 - $50,000 |
BB&T Equity Income Fund | $1 - $1,000 |
Liabilities (1)
| Creditor | Type | Amount |
|---|---|---|
| Western Credit Union | personal loan | $10,001 - $15,000 |
Trading Sector Allocation (from PTR trades)
Financial Services$113K
Consumer Defensive$137K
Consumer Cyclical$136K
Technology$120K
Communication Services$104K
Industrials$137K
Real Estate$16K
Energy$16K
Basic Materials
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).
