Fred Upton
Fred Upton Net Worth & Financial Disclosure
houseAnnual financial disclosure for 2013, filed May 15, 2013. Includes 60 assets and 2 liabilities.
Est. Net Worth
$21.1M
2013 annual disclosure
Total Assets
$8.1M - $35.1M
60 assets
Total Liabilities
$350K - $750K
2 liabilities
Total Trades
604
From PTR filings
Trade Volume
$12.5M
Midpoint of disclosed ranges
Net Worth Over Time
Show data table
| Period | Est. net worth |
|---|---|
| 2008 | $25.3M |
| 2009 | $740K |
| 2010 | $7.5M |
| 2011 | $943K |
| 2012 | $17.2M |
| 2013 | $21.1M |
Assets by Category
Other$15.2M (3)
Stocks$5M (30)
Bank & Cash$746K (15)
Insurance$458K (4)
Mutual Funds$175K (1)
Retirement & Pension$32K (4)
LLC / Partnership$24K (3)
Top Stock Holdings (from trades)
All Assets (60)
| Asset | Value |
|---|---|
Nationwide Life Insurance Policy | $50,001 - $100,000 |
New York Life Insurance Policy | $15,001 - $50,000 |
Hartford LFP Insurance Policy | $100,001 - $250,000 |
Mass Mutual Premier Life Policy | $100,001 - $250,000 |
Putnam Global Equity Fund A | $100,001 - $250,000 |
Worldwide Stock | $250,001 - $500,000 |
SunTrust Bank Account | $15,001 - $50,000 |
Wachovia Credit Union Account | $50,001 - $100,000 |
Pinehurst Club | $100,001 - $250,000 |
JP Morgan Chase Account | $250,001 - $500,000 |
BB&T Account | $100,001 - $250,000 |
| $15,001 - $50,000 | |
| $15,001 - $50,000 | |
| $50,001 - $100,000 | |
| $50,001 - $100,000 | |
| $500,001 - $1,000,000 | |
| $1,000,001 - $5,000,000 | |
| $100,001 - $250,000 | |
| $50,001 - $100,000 | |
| $15,001 - $50,000 | |
| $15,001 - $50,000 | |
| $50,001 - $100,000 | |
| $15,001 - $50,000 | |
| $15,001 - $50,000 | |
Edna (Other Asset) | $1,001 - $15,000 |
| $50,001 - $100,000 | |
Family Trust (see listed underlying holdings) | $5,000,001 - $25,000,000 |
| $1,001 - $15,000 | |
| $1,001 - $15,000 | |
| $1,001 - $15,000 | |
| $1,001 - $15,000 | |
| $1,001 - $15,000 | |
| $1,001 - $15,000 | |
| $1,001 - $15,000 | |
| $1,001 - $15,000 | |
| $1,001 - $15,000 | |
| $1,001 - $15,000 | |
| $1,001 - $15,000 | |
| $1,001 - $15,000 | |
| $1,001 - $15,000 | |
| $1,001 - $15,000 | |
| $1,001 - $15,000 | |
BofA Brew SBA Acct | $1,001 - $15,000 |
BofA Brew S&H | $1,001 - $15,000 |
BofA Brew Holdings LLC | $1,001 - $15,000 |
BofA Brew LLC | $1,001 - $15,000 |
BofA Private Client | $1,001 - $15,000 |
BofA Market Rate Savings | $1,001 - $15,000 |
Charles Schwab IRA | $1,001 - $15,000 |
Charles Schwab Brokerage | $1,001 - $15,000 |
Charles Schwab Checking | $1,001 - $15,000 |
DBA Krew, LLC | $1,001 - $15,000 |
US Bank Checking | $1,001 - $15,000 |
US Bank Savings | $1,001 - $15,000 |
H&K Bank E*Trade Acct | $1,001 - $15,000 |
H&K Bank E*Trade IRA | $1,001 - $15,000 |
H&K Roth IRA | $1,001 - $15,000 |
H&K Roth IRA | $1,001 - $15,000 |
H&K Bank E*Trade | $1,001 - $15,000 |
H&K Cert Dep 5% | $1,001 - $15,000 |
Liabilities (2)
| Creditor | Type | Amount |
|---|---|---|
| J.P. Morgan Chase | line of credit | $100,001 - $250,000 |
| J.P. Morgan Chase | mortgage | $250,001 - $500,000 |
Trading Sector Allocation (from PTR trades)
Energy$337K
Real Estate$113K
Consumer Defensive$542K
Financial Services$1.4M
Consumer Cyclical$1M
Healthcare$548K
Technology$1.2M
Communication Services$453K
Industrials$855K
Basic Materials$161K
Manufacturing$65K
Services$139K
Transportation & Utilities$16K
Retail Trade$145K
Utilities$72K
Insurance$138K
Banking$32K
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).