Fred Upton
Fred Upton Net Worth & Financial Disclosure
houseAnnual financial disclosure for 2008, filed May 15, 2008. Includes 16 assets.
Est. Net Worth
$25.3M
2008 annual disclosure
Total Assets
$50.1M - $465K
16 assets
Total Liabilities
$0
0 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$25.2M (4)
Stocks$129K (10)
Mutual Funds$16K (2)
Top Stock Holdings (from trades)
All Assets (16)
| Asset | Value |
|---|---|
Mitchell-Lyon Rhea Co. | $50,001 - $100,000 |
Rops | $1,001 - $15,000 |
| $1,001 - $15,000 | |
| $1,001 - $15,000 | |
| $15,001 - $50,000 | |
| $1,001 - $15,000 | |
| $1,001 - $15,000 | |
| $1,001 - $15,000 | |
| $1,001 - $15,000 | |
| $15,001 - $50,000 | |
Linn Energy, LLC | $1,001 - $15,000 |
| $1,001 - $15,000 | |
RBB Fund - Schwab | $1,001 - $15,000 |
Vanguard R6 Index Fund Investor Shares | $1,001 - $15,000 |
Family Trust (composed of multiple publicly traded securities) | $50,000,001+ |
Trust continuing Filer's Investment | $50,001 - $100,000 |
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).