Ed Perlmutter
Ed Perlmutter Net Worth & Financial Disclosure
houseAnnual financial disclosure for 2012, filed August 3, 2012. Includes 38 assets and 2 liabilities.
Est. Net Worth
$587K
2012 annual disclosure
Total Assets
$557K - $1.4M
38 assets
Total Liabilities
$260K - $515K
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
Mutual Funds$378K (7)
LLC / Partnership$291K (6)
Retirement & Pension$175K (1)
Stocks$58K (8)
Other$48K (9)
Bank & Cash$17K (5)
Insurance$8K (1)
Gov. Securities$0 (1)
Top Stock Holdings (from trades)
All Assets (38)
| Asset | Value |
|---|---|
25% Interest in ZLDR Investment Co. 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 UAW General Electric 5.25% Debenture | N/A |
LAP 1992 Grandchildren Tr UAW Host Corp 5.6% Notes | $1,001 - $15,000 |
| $1,001 - $15,000 | |
UGI Corp 6.875% Senior Notes | $1,001 - $15,000 |
Costco Senior Notes 5.5% | $1,001 - $15,000 |
Hartford Life Insurance 7.5% | $1,001 - $15,000 |
U.S. Bancorp 5.35% Medium Term Notes | N/A |
Cisco Inc 7.9% | $1,001 - $15,000 |
Money Market Rauscher | $1,001 - $15,000 |
| $15,001 - $50,000 | |
Verizon New England | N/A |
| $1,001 - $15,000 | |
LAP 1992 Grandchildren's Trust - Consolidated Natural Gas Co. Stock | N/A |
LAP 1992 Grandchildren's Trust - 6.65% Honda PWR Corp Bond | N/A |
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 Park Ranch, Inc. Montana and Texas, US | $15,001 - $50,000 |
LAP Inc owning interest in Elk Park Ranch, Inc. Montana and Texas, US | $50,001 - $100,000 |
| $1 - $1,000 | |
| $1 - $1,000 | |
LAP Inc owning RBC Dain Rauscher Money Market | $1 - $1,000 |
LAP Inc owning RBC Dain Rauscher Money Market | $1 - $1,000 |
| $1,001 - $15,000 | |
| $1,001 - $15,000 | |
| $50,001 - $100,000 | |
| $50,001 - $100,000 | |
| $1 - $1,000 | |
Longleaf Partners Small Cap | $1 - $1,000 |
Perkins Mid Cap Value Fund | $1 - $1,000 |
Presidential Brokerage Money Market Account | N/A |
The Northwestern Mutual Whole Life Permanent Portfolio | $1,001 - $15,000 |
Tweedy Brown Global Value | $1 - $1,000 |
Vanguard 500 Index Fund | $250,001 - $500,000 |
Wesbanco Credit Union Money Market | $1,001 - $15,000 |
Liabilities (2)
| Creditor | Type | Amount |
|---|---|---|
| Bank of America | mortgage | $250,001 - $500,000 |
| Wesbanco 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).