Ed Perlmutter
Ed Perlmutter Net Worth & Financial Disclosure
houseAnnual financial disclosure for 2013, filed August 21, 2013. Includes 26 assets and 1 liabilities.
Est. Net Worth
$352K
2013 annual disclosure
Total Assets
$434K - $1M
26 assets
Total Liabilities
$250K - $500K
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$393K (7)
Stocks$260K (8)
Real Estate$33K (1)
LLC / Partnership$33K (1)
Other$8K (5)
Bank & Cash$2K (4)
Top Stock Holdings (from trades)
All Assets (26)
| Asset | Value |
|---|---|
25% interest in 95 acres L+D of undeveloped land Evanston, IL, US | $15,001 - $50,000 |
| N/A | |
| $1,001 - $15,000 | |
Senior Notes | N/A |
5.3% Notes | N/A |
Hartford Line Insurance 7.50% ML | N/A |
LAP 1992 Grandchildren Trust Money Market | $1,001 - $15,000 |
| N/A | |
| N/A | |
LAP Inc. US Bank Checking Account | $1 - $1,000 |
LAP, Inc. interest in Elk Petroleum, LLC Montana and Texas, US | $15,001 - $50,000 |
| $1 - $1,000 | |
LAP Inc Owning RBC Dain Rauscher Money Market | $1 - $1,000 |
| $1 - $1,000 | |
| $50,001 - $100,000 | |
| $100,001 - $250,000 | |
| $1 - $1,000 | |
Longleaf Partners Small Cap | $1 - $1,000 |
NEA Annuity | $1,001 - $15,000 |
Perkins Mid Cap Value Fund | $1 - $1,000 |
Presidential Brokerage Money Market | $1 - $1,000 |
Presidential Brokerage Permanent Portfolio | $1,001 - $15,000 |
Permanent Portfolio formerly BB&T Equity Income Fund | $1 - $1,000 |
Tweedy Brown Global Value | $1 - $1,000 |
Vanguard 500 Index Fund | $250,001 - $500,000 |
Westerra Credit Union Money Market | N/A |
Liabilities (1)
| Creditor | Type | Amount |
|---|---|---|
| Bank of America | mortgage | $250,001 - $500,000 |
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).