Fred Upton Net Worth & Financial Disclosure

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Annual financial disclosure for 2011, filed May 12, 2011. Includes 93 assets and 1 liabilities.

Year:

2013 2012 2011 2010 2009 2008

Est. Net Worth

$943K

2011 annual disclosure

Total Assets

$435K - $1.8M

93 assets

Total Liabilities

$100K - $250K

1 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$639K (74)

Bank & Cash$291K (4)

Mutual Funds$164K (7)

ETFs$16K (2)

Other$8K (4)

Real Estate$0 (2)

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 (93)

Asset	Type	Owner	Value	Income
Putnam Global Equity Fund	Mutual Funds	Self	$15,001 - $50,000	Dividends $1,001 - $2,500
Highland	Mutual Funds	Self	$50,001 - $100,000	Dividends $2,501 - $5,000
SunTrust Bank Accounts	Bank & Cash	Self	$100,001 - $250,000	Interest $201 - $1,000
N. Palm Credit Union Accounts	Bank & Cash	Self	$1,001 - $15,000	Interest $1 - $200
Edgewater Bank CDs	Bank & Cash	Self	$15,001 - $50,000	Interest $1,001 - $2,500
J.P. Morgan Chase Accounts	Bank & Cash	Self	$50,001 - $100,000	Interest $201 - $1,000
Exxon Mobil(XOM)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Emerson Radio(MSN)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
GE(GE)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Ford(F)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
JP Morgan(JPM)	Stocks	Self	$15,001 - $50,000	Dividends $1 - $200
Sara Blakely	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
The Jones Motion	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Manatek	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Blue Chip A	Stocks	Self	$50,001 - $100,000	Dividends $1 - $200
Pfizer(PFE)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Philip Morris(PM)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Royal Holding	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Raytheon(RTN)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Walmart(WMT)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Verizon and Time Warner	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Sylvan	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
United Health Group(UNH)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Charter Hawkins Drilling	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Cohen Financial	Stocks	Self	$1,001 - $15,000	Dividends
Cohen Bros Securities	Stocks	Self	$1,001 - $15,000	Dividends
Cohen & Co Inv	Stocks	Self	$1,001 - $15,000	Dividends
Cohen & Co Investment	Stocks	Self	$1,001 - $15,000	Dividends
Cohen Inv Fund	Stocks	Self	$1,001 - $15,000	Dividends
Energy Mutual Secs Cap	Mutual Funds	Self	$1,001 - $15,000	Dividends
ENS Fund Invest	Mutual Funds	Self	$1,001 - $15,000	Dividends
Cohen & Co Sec Cap	Stocks	Self	$1,001 - $15,000	Dividends
Cohen & Co Sec Cap II	Stocks	Self	$1,001 - $15,000	Dividends
Cohen Inv Sec Cap	Stocks	Self	$1,001 - $15,000	Dividends
Decca Inc	Stocks	Self	$1,001 - $15,000	None
Apple Inc.(AAPL)	Stocks	Self	$1,001 - $15,000	None
Pfizer Inc.(PFE)	Stocks	Self	$1,001 - $15,000	None
Danaher Corporation(DHR)	Stocks	Self	$1,001 - $15,000	None
Procter & Gamble Co.(PG)	Stocks	Self	$1,001 - $15,000	None
Rockwell Collins(COL)	Stocks	Self	$1,001 - $15,000	None
QUALCOMM Incorporated(QCOM)	Stocks	Self	$1,001 - $15,000	None
Pfizer Convertible	Other	Self	$1,001 - $15,000	None
Stryker Corporation(SYK)	Stocks	Self	$1,001 - $15,000	None
Stryker Corporation(SYK)	Stocks	Self	$1,001 - $15,000	None
Shell plc(SHEL)	Stocks	Self	$1,001 - $15,000	None
Shell plc(SHEL)	Stocks	Self	$1,001 - $15,000	None
Southern Company(SO)	Stocks	Self	$1,001 - $15,000	None
Entergy Corporation(ETR)	Stocks	Self	$1,001 - $15,000	None
State Street Corporation(STT)	Stocks	Self	$1,001 - $15,000	None
Starbucks Corporation(SBUX)	Stocks	Self	$1,001 - $15,000	None
Sysco Corporation(SYY)	Stocks	Self	$1,001 - $15,000	None
Target Corporation(TGT)	Stocks	Self	$1,001 - $15,000	None
3M Company(MMM)	Stocks	Self	$1,001 - $15,000	None
Time Warner Inc.(TWX)	Stocks	Self	$1,001 - $15,000	None
Time Warner Cable(TWC)	Stocks	Self	$1,001 - $15,000	None
Two Harbors Investment Corp.(TWO)	Stocks	Self	$1,001 - $15,000	None
Union Pacific Corporation(UNP)	Stocks	Self	$1,001 - $15,000	None
Walt Disney Company(DIS)	Stocks	Self	$1,001 - $15,000	None
Wal-Mart Stores Inc.(WMT)	Stocks	Self	$1,001 - $15,000	None
Verizon Communications Inc.(VZ)	Stocks	Self	$1,001 - $15,000	None
Visa Inc.(V)	Stocks	Self	$1,001 - $15,000	None
MDW RE Group	Other	Self	N/A	None
American Capital(ACAS)	Stocks	Self	N/A	None
Radio America & Salem	Other	Self	N/A	None
Salem Media Inc.(SALM)	Stocks	Self	N/A	None
Apple Inc.(AAPL)	Stocks	Self	N/A	None
Facebook(META)	Stocks	Self	N/A	None
Align Inc.(ALGN)	Stocks	Self	N/A	None
Pfizer(PFE)	Stocks	Self	N/A	None
AbbVie(ABBV)	Stocks	Self	N/A	None
Home	Real Estate	Self	N/A	None
American Tower(AMT)	Stocks	Self	N/A	None
Microsoft(MSFT)	Stocks	Self	N/A	None
NextEra Energy(NEE)	Stocks	Self	N/A	None
Lockheed(LMT)	Stocks	Self	N/A	None
National Oilwell(NOV)	Stocks	Self	N/A	None
Nvidia(NVDA)	Stocks	Self	N/A	None
Merck(MRK)	Stocks	Self	N/A	None
Walnut System	Other	Self	N/A	None
Qwest	Stocks	Self	N/A	None
Pfizer Tobin	Mutual Funds	Self	N/A	None
P & G(PG)	Stocks	Self	N/A	None
Wells Fargo Bank(WFC)	Stocks	Self	N/A	None
Residence	Real Estate	Self	N/A	None
Bunge Limited(BG)	Stocks	Self	$1,001 - $15,000	None
BSP Com. Inc.	Stocks	Self	$1,001 - $15,000	None
DBB Inc.(DBB)	ETFs	Self	$1,001 - $15,000	None
DBB Inc. SPX	Stocks	Self	$1,001 - $15,000	None
HSBC Holdings(HSBC)	Stocks	Self	$15,001 - $50,000	None
HSBC Holdings(HSBC)	Stocks	Self	$50,001 - $100,000	None
MS Muni SP	Mutual Funds	Self	$1,001 - $15,000	None
Vanguard Midcap	Mutual Funds	Self	$15,001 - $50,000	None
Vanguard REIT ETF(VNQ)	ETFs	Self	$1,001 - $15,000	None

Liabilities (1)

Creditor	Type	Amount	Rate	Term
J.P. Morgan	line of credit	$100,001 - $250,000	—	—

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

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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).