Fred Upton Net Worth & Financial Disclosure

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Annual financial disclosure for 2009, filed May 28, 2009. Includes 41 assets.

Year:

2013 2012 2011 2010 2009 2008

Est. Net Worth

$740K

2009 annual disclosure

Total Assets

$351K - $1.1M

41 assets

Total Liabilities

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

Bank & Cash$274K (5)

Other$175K (1)

Stocks$152K (29)

Mutual Funds$132K (5)

Real Estate$8K (1)

Top Stock Holdings (from trades)

Whirlpool CorporationWHR

$467K

Lincoln FinancialLNC

$375K

First Trust Indxx NextG ETFNXTG

$375K

Walmart Inc.WMT

$363K

Wells Fargo & CompanyWFC

$331K

Lockheed Martin CorporationLMT

$258K

The Walt Disney CompanyDIS

$236K

Microsoft CorporationMSFT

$226K

All Assets (41)

Asset	Type	Owner	Value	Income
JP Morgan Global Equity Funds	Mutual Funds	Self	$15,001 - $50,000	Dividends $5,001 - $15,000
JP Morgan	Bank & Cash	Self	$100,001 - $250,000	Interest $2,501 - $5,000
USAA Bank Account	Bank & Cash	Self	$1,001 - $15,000	Interest $1 - $200
W. Raymond Small, Union Bank	Bank & Cash	Self	$1,001 - $15,000	Interest $1 - $200
JP Morgan Checking Account	Bank & Cash	Self	$50,001 - $100,000	Interest $201 - $1,000
Corporate Bond	Other	Joint	$100,001 - $250,000	Interest $5,001 - $15,000
MS 80/20 Fund	Mutual Funds	Self	$50,001 - $100,000	Dividends; Capital Gains $1,001 - $2,500
Exxon Tax Exempt Fund	Mutual Funds	Self	$1,001 - $15,000	Interest $201 - $1,000
JP Morgan Stock(JPM)	Stocks	Self	$15,001 - $50,000	Dividends; Capital Gains $1,001 - $2,500
Tysal Corp	Stocks	Self	$1,001 - $15,000	None
BP(BP)	Stocks	Self	$1,001 - $15,000	None
Broadcom Corp(AVGO)	Stocks	Self	$1,001 - $15,000	None
Hewlett Packard(HPQ)	Stocks	Self	$1,001 - $15,000	None
Intel(INTC)	Stocks	Self	$1,001 - $15,000	None
Thermo Fisher(TMO)	Stocks	Self	$1,001 - $15,000	None
Transocean(RIG)	Stocks	Self	$1,001 - $15,000	None
UBS Northern Multi Market	Mutual Funds	Self	$1,001 - $15,000	None
Alamo NV Self Storage Nevada, US	Real Estate	Self	$1,001 - $15,000	None
American Balanced Fund	Mutual Funds	Self	$1,001 - $15,000	None
H&R Block(HRB)	Stocks	Self	$1,001 - $15,000	None
Home Depot(HD)	Stocks	Self	$1,001 - $15,000	None
Pfizer(PFE)	Stocks	Self	$1,001 - $15,000	None
Walmart(WMT)	Stocks	Self	$1,001 - $15,000	None
Waltek Corp	Stocks	Self	$1,001 - $15,000	None
Bank of America(BAC)	Stocks	Self	$1,001 - $15,000	None
BlackRock(BLK)	Stocks	Self	$1,001 - $15,000	None
Bank Exel	Bank & Cash	Self	$1,001 - $15,000	None
Coca Cola(KO)	Stocks	Self	$1 - $1,000	None
Anheuser Busch(BUD)	Stocks	Self	$1 - $1,000	None
Duke Energy(DUK)	Stocks	Self	$1 - $1,000	None
Comcast(CMCSA)	Stocks	Self	$1 - $1,000	None
General Dynamics(GD)	Stocks	Self	$1 - $1,000	None
Johnson Controls(JCI)	Stocks	Self	$1 - $1,000	None
Verizon(VZ)	Stocks	Self	$1 - $1,000	None
McDonald's(MCD)	Stocks	Self	$1 - $1,000	None
Walmart(WMT)	Stocks	Self	$1 - $1,000	None
Wells Fargo(WFC)	Stocks	Self	$1 - $1,000	None
Caterpillar(CAT)	Stocks	Self	$1 - $1,000	None
3M(MMM)	Stocks	Self	$1 - $1,000	None
Procter & Gamble(PG)	Stocks	Self	$1 - $1,000	None
AT&T(T)	Stocks	Self	$1 - $1,000	None

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

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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).