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
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$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 |
Colorado Pera | $100,001 - $250,000 |
LAP 1992 Grandchildren Tr UAD 09/10/92 - General Electric 5.25% Debenture | $1,001 - $15,000 |
LAP 1992 Grandchildren Tr UAD 09/10/92 - Abbott Labs 5.6% Notes | $1,001 - $15,000 |
| $1,001 - $15,000 | |
LAP 1992 Grandchildren Trust Owning AT&T 5.6% Senior Notes | $1,001 - $15,000 |
LAP 1992 Grandchildren Trust Owning Coca Cola Co 5.35% Notes | N/A |
LAP 1992 Grandchildren Trust Owning Costco Senior Notes | $1,001 - $15,000 |
LAP 1992 Grandchildren Trust Owning Hartford Life Ins 7.5% Notes | $1,001 - $15,000 |
LAP 1992 Grandchildren Trust Owning SBC Corp 5.5% Medium Term Notes | $1,001 - $15,000 |
LAP 1992 Grandchildren Trust Owning New Resource Bank CD | $1,001 - $15,000 |
LAP 1992 Grandchildren Trust Senior Notes Goldman Sachs & Co Inc 7.9% | $1,001 - $15,000 |
LAP 1992 Grandchildren Trust Owning RBC Dain Rauscher Money Market Fund (Formerly Tamarack MM) | $1 - $15,000 |
| $15,001 - $50,000 | |
LAP 1992 Grandchildren T owning Verizon New England 6.65% Bond | $1,001 - $15,000 |
LAP 1992 Grandchildren T owning Royal Bank of Canada 6.25% Bond | $1,001 - $15,000 |
LAP 1992 Grandchildren T owning United Natural Gas 6.25% Bond | $1,001 - $15,000 |
LAP 1992 Grandchildren T 8.65% Bond | $1,001 - $15,000 |
LAP Inc US Bank checking account | $1 - $1,000 |
LAP Inc US Bank checking account | $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 working interest in Texas Texas, US | $15,001 - $50,000 |
| $1 - $1,000 | |
Stock - owning RBC Dain Rauscher Money Market | $1 - $1,000 |
LAP, Inc. owning RBB Ban Rauscher Money Market | $1 - $1,000 |
| $1,001 - $15,000 | |
| $1,001 - $15,000 | |
| $50,001 - $100,000 | |
| $100,001 - $250,000 | |
| $1 - $1,000 | |
Longleaf Partners Small Cap | $1 - $1,000 |
Perkins Mid Cap Value Fund | $1 - $1,000 |
P.J. Partnership owning New Resource Bank | N/A |
P.J. Partnership owning New Resource Bank | N/A |
PJ Partnership Owning Schwab Money Market | N/A |
PJ Partnership Owning Schwab Brokerage Money Market Account | $1,001 - $15,000 |
T. Rowe Price Equity Income | N/A |
Tweedy Brown Global Value | $1 - $1,000 |
Vanguard 500 Index Fund | $250,001 - $500,000 |
Weitz Value Fund | $50,001 - $100,000 |
Western Credit Union Money Market | $1,001 - $15,000 |
Liabilities (1)
| Creditor | Type | Amount |
|---|---|---|
| Western Credit Union | personal loan | $10,001 - $15,000 |
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).