Fred Upton Net Worth & Financial Disclosure

house

Annual financial disclosure for 2010, filed May 13, 2010. Includes 130 assets.

Year:

2013 2012 2011 2010 2009 2008

Est. Net Worth

$7.5M

2010 annual disclosure

Total Assets

$4.3M - $10.7M

130 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

Stocks$5.3M (103)

Mutual Funds$1.4M (16)

Gov. Securities$550K (2)

Other$191K (3)

Retirement & Pension$75K (1)

Bank & Cash$57K (5)

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 (130)

Asset	Type	Owner	Value	Income
Palmer Lake Equity Funds	Retirement & Pension	Self	$50,001 - $100,000	Dividends, Capital Gains $15,001 - $50,000
William C. Cocke Jr. Trust	Other	Self	$100,001 - $250,000	Dividends $5,001 - $15,000
W C 3-Bank Accounts	Bank & Cash	Self	$15,001 - $50,000	Interest $201 - $1,000
W C Bank Credit Union Accounts	Bank & Cash	Self	$1,001 - $15,000	Interest $1 - $200
W C Home Checking Account	Bank & Cash	Self	$1 - $1,000	Interest
Mutual of America Bonds	Gov. Securities	Joint	$250,001 - $500,000	Interest $1,001 - $2,500
Chemical Financial Corp(CHFC)	Stocks	Joint	$250,001 - $500,000	Dividends $1,001 - $2,500
Chemed Corp(CHE)	Stocks	Joint	$250,001 - $500,000	Dividends $1,001 - $2,500
Coca-Cola Co(KO)	Stocks	Joint	$250,001 - $500,000	Dividends $1,001 - $2,500
Exxon(XOM)	Stocks	Joint	$100,001 - $250,000	Dividends $1,001 - $2,500
Johnson & Johnson(JNJ)	Stocks	Joint	$100,001 - $250,000	Dividends $1,001 - $2,500
Limited Inc R B Bond	Gov. Securities	Joint	$100,001 - $250,000	Interest $1,001 - $2,500
Lockheed(LMT)	Stocks	Joint	$100,001 - $250,000	Dividends $1,001 - $2,500
Merck & Co(MRK)	Stocks	Joint	$100,001 - $250,000	Dividends $1,001 - $2,500
Nestle S.A.(NSRGY)	Stocks	Joint	$100,001 - $250,000	Dividends $1,001 - $2,500
Schlumberger(SLB)	Stocks	Joint	$100,001 - $250,000	Dividends $1,001 - $2,500
Selma Tax Exempt Fund	Mutual Funds	Joint	$100,001 - $250,000	Interest $1,001 - $2,500
Southern Co(SO)	Stocks	Joint	$100,001 - $250,000	Dividends $1,001 - $2,500
Verizon Holdings(VZ)	Stocks	Joint	$100,001 - $250,000	Dividends $1,001 - $2,500
Raytheon Co NEW(RTX)	Stocks	Self	$100,001 - $250,000	Dividends $1,001 - $2,500
Williams Co(WMB)	Stocks	Self	$100,001 - $250,000	Dividends $1,001 - $2,500
Vanguard Bl Index	Mutual Funds	Self	$100,001 - $250,000	Dividends $1,001 - $2,500
Exxon Corp(XOM)	Stocks	Self	$100,001 - $250,000	Dividends $1,001 - $2,500
BP(BP)	Stocks	Self	$100,001 - $250,000	Dividends $1,001 - $2,500
AT&T(T)	Stocks	Self	$100,001 - $250,000	Dividends $1,001 - $2,500
Southern Co(SO)	Stocks	Self	$100,001 - $250,000	Dividends $1,001 - $2,500
Comerica Inc(CMA)	Stocks	Self	$100,001 - $250,000	Dividends $1,001 - $2,500
Direct TV Cl A(DTV)	Stocks	Self	$100,001 - $250,000	Dividends $1,001 - $2,500
Dow Chemical(DOW)	Stocks	Self	$100,001 - $250,000	Dividends $2,501 - $5,000
Exxon Mobil(XOM)	Stocks	Self	$50,001 - $100,000	Dividends $1,001 - $2,500
Verizon Communications(VZ)	Stocks	Self	$50,001 - $100,000	Dividends $1,001 - $2,500
General Electric(GE)	Stocks	Self	$50,001 - $100,000	Dividends $1,001 - $2,500
IBM(IBM)	Stocks	Self	$50,001 - $100,000	Dividends $1,001 - $2,500
Honeywell International(HON)	Stocks	Self	$50,001 - $100,000	Dividends $1,001 - $2,500
Procter & Gamble(PG)	Stocks	Self	$50,001 - $100,000	Dividends $1,001 - $2,500
JPMorgan Chase(JPM)	Stocks	Self	$50,001 - $100,000	Dividends $1,001 - $2,500
Trust 5	Other	Self	$1,001 - $15,000	None
Wachovia	Bank & Cash	Self	$1,001 - $15,000	Interest
Bank of America(BAC)	Stocks	Self	$1,001 - $15,000	Dividends
BB&T(BBT)	Stocks	Self	$1,001 - $15,000	Dividends
RBC Centura	Bank & Cash	Self	$1,001 - $15,000	Interest
SunTrust(STI)	Stocks	Self	$1,001 - $15,000	Dividends
Chevron(CVX)	Stocks	Self	$1,001 - $15,000	Dividends
Duke Energy(DUK)	Stocks	Self	$1,001 - $15,000	Dividends
Coca-Cola Co.(KO)	Stocks	Self	$1,001 - $15,000	Dividends
Cabela's(CAB)	Stocks	Self	$1,001 - $15,000	Dividends
Exxon Mobil(XOM)	Stocks	Self	$1,001 - $15,000	Dividends
McDonald's(MCD)	Stocks	Self	$1,001 - $15,000	Dividends
ConocoPhillips(COP)	Stocks	Self	$1,001 - $15,000	Dividends
Walmart(WMT)	Stocks	Self	$1,001 - $15,000	Dividends
CSX Corp.(CSX)	Stocks	Self	$1,001 - $15,000	Dividends
Xcel Energy(XEL)	Stocks	Self	$1,001 - $15,000	Dividends
Delta Air Lines(DAL)	Stocks	Self	$1,001 - $15,000	Dividends
Deutsche Bank AG(DB)	Stocks	Self	$1,001 - $15,000	Dividends
Dow Jones	Stocks	Self	$1,001 - $15,000	None
Dow Chemical(DOW)	Stocks	Self	$1,001 - $15,000	None
BMC(BMC)	Stocks	Self	$1,001 - $15,000	None
Edison International(EIX)	Stocks	Self	$1,001 - $15,000	None
Enron(ENE)	Stocks	Self	$1,001 - $15,000	None
Exxon Mobil(XOM)	Stocks	Self	$1,001 - $15,000	None
Federal Home Loan Mortgage Assn(FMCC)	Stocks	Self	$1,001 - $15,000	None
Franklin Templeton(BEN)	Stocks	Self	$1,001 - $15,000	None
Glaxo Smith Kline(GSK)	Stocks	Self	$1,001 - $15,000	None
Goldman Sachs(GS)	Stocks	Self	$1,001 - $15,000	None
Google(GOOGL)	Stocks	Self	$1,001 - $15,000	None
IBM(IBM)	Stocks	Self	$1,001 - $15,000	None
Intel(INTC)	Stocks	Self	$1,001 - $15,000	None
Johnson & Johnson(JNJ)	Stocks	Self	$1,001 - $15,000	None
Kinder Morgan(KMI)	Stocks	Self	$1,001 - $15,000	None
Kraft Foods(KFT)	Stocks	Self	$1,001 - $15,000	None
McDonalds(MCD)	Stocks	Self	$1,001 - $15,000	None
Merck(MRK)	Stocks	Self	$1,001 - $15,000	None
JP Morgan(JPM)	Stocks	Self	$1,001 - $15,000	None
Walgreen Co(WAG)	Stocks	Self	$1,001 - $15,000	None
Wells Fargo(WFC)	Stocks	Self	$1,001 - $15,000	None
Trust	Other	Self	$1,001 - $15,000	None
Microsoft(MSFT)	Stocks	Self	$1,001 - $15,000	Dividends
UnitedHealth(UNH)	Stocks	Self	$1,001 - $15,000	Dividends
Walmart(WMT)	Stocks	Self	$1,001 - $15,000	Dividends
Monsanto(MON)	Stocks	Self	$1,001 - $15,000	Dividends
JPMorgan(JPM)	Stocks	Self	$1,001 - $15,000	Dividends
Vanguard S&P 500 Admiral Shares	Mutual Funds	Self	$15,001 - $50,000	Capital Gains
Nike Equity(NKE)	Stocks	Self	$1,001 - $15,000	Dividends
Noble Energy(NBL)	Stocks	Self	$1,001 - $15,000	Dividends
Noble Corp(NE)	Stocks	Self	$1,001 - $15,000	Dividends
Concho Resources(CXO)	Stocks	Self	$1,001 - $15,000	Dividends
Dominion Energy(D)	Stocks	Self	$1,001 - $15,000	Dividends
Duke(DUK)	Stocks	Self	$1,001 - $15,000	Dividends
AbbVie(ABBV)	Stocks	Self	$1,001 - $15,000	Dividends
Philip Morris(PM)	Stocks	Self	$1,001 - $15,000	Dividends
Procter & Gamble(PG)	Stocks	Self	$1,001 - $15,000	Dividends
Quest Diagnostics(DGX)	Stocks	Self	$1,001 - $15,000	Dividends
Wach H I Financial	Stocks	Self	$1,001 - $15,000	Dividends
Raytheon(RTN)	Stocks	Self	$1,001 - $15,000	Dividends
Schlumberger(SLB)	Stocks	Self	$1,001 - $15,000	Dividends
Texas Instruments(TXN)	Stocks	Self	$1,001 - $15,000	None
AT&T Inc.(T)	Stocks	Self	$1,001 - $15,000	None
Spectra Energy	Stocks	Self	$1,001 - $15,000	None
Statoil	Stocks	Self	$1,001 - $15,000	None
ConocoPhillips(COP)	Stocks	Self	$15,001 - $50,000	None
The Travelers Companies(TRV)	Stocks	Self	$1,001 - $15,000	None
Altria Group(MO)	Stocks	Self	$1,001 - $15,000	None
United Technologies(UTX)	Stocks	Self	$1,001 - $15,000	None
JPMorgan Chase & Co.(JPM)	Stocks	Self	$15,001 - $50,000	None
Kimberly-Clark(KMB)	Stocks	Self	$1,001 - $15,000	None
Walmart Inc.(WMT)	Stocks	Self	$1,001 - $15,000	None
Wells Fargo & Company(WFC)	Stocks	Self	$1,001 - $15,000	None
Home Depot(HD)	Stocks	Self	$1,001 - $15,000	None
Chevron Corporation(CVX)	Stocks	Self	$1,001 - $15,000	None
General Dynamics(GD)	Stocks	Self	$1,001 - $15,000	None
3M Company(MMM)	Stocks	Self	$1,001 - $15,000	None
S&P Europe	Stocks	Self	$1,001 - $15,000	None
Southern Company(SO)	Stocks	Self	$1,001 - $15,000	None
Emerson Electric(EMR)	Stocks	Self	$1,001 - $15,000	None
Schlumberger Limited(SLB)	Stocks	Self	$1,001 - $15,000	None
Visa Inc.(V)	Stocks	Self	$1,001 - $15,000	None
Northrop Grumman(NOC)	Stocks	Self	$1,001 - $15,000	None
JP Morgan Income Fund A	Mutual Funds	Self	$50,001 - $100,000	Dividends, Capital Gains $1,001 - $2,500
JP Morgan Equity Income Fund A	Mutual Funds	Self	$50,001 - $100,000	Dividends, Capital Gains $1,001 - $2,500
JP Morgan Mid Cap Value Fund A	Mutual Funds	Self	$50,001 - $100,000	Dividends, Capital Gains $1,001 - $2,500
JP Morgan Mid Cap Growth Fund A	Mutual Funds	Self	$50,001 - $100,000	Dividends, Capital Gains $1,001 - $2,500
JP Morgan Small Cap Value Fund A	Mutual Funds	Self	$50,001 - $100,000	Dividends, Capital Gains $1,001 - $2,500
JP Morgan Small Cap Growth Fund A	Mutual Funds	Self	$50,001 - $100,000	Dividends, Capital Gains $1,001 - $2,500
JP Morgan International Equity Fund A	Mutual Funds	Self	$50,001 - $100,000	Dividends, Capital Gains $1,001 - $2,500
JP Morgan International Value Fund A	Mutual Funds	Self	$50,001 - $100,000	Dividends, Capital Gains $1,001 - $2,500
American Funds Washington Mutual Fund F1	Mutual Funds	Self	$50,001 - $100,000	Dividends, Capital Gains $1,001 - $2,500
American Funds Capital World Growth and Income Fund F1	Mutual Funds	Self	$50,001 - $100,000	Dividends, Capital Gains $1,001 - $2,500
American Funds EuroPacific Growth Fund F1	Mutual Funds	Self	$50,001 - $100,000	Dividends, Capital Gains $1,001 - $2,500
American Funds New Perspective Fund F1	Mutual Funds	Self	$50,001 - $100,000	Dividends, Capital Gains $1,001 - $2,500
Franklin Income Fund	Mutual Funds	Self	$50,001 - $100,000	Dividends, Capital Gains $1,001 - $2,500

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

Fred Upton trades Wealthiest members Most active traders MI delegation Articles

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).