GARY C. PETERS Net Worth & Financial Disclosure

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Annual financial disclosure for 2009, filed May 14, 2009. Includes 126 assets.

Year:

2025 2024 2013 2012 2011 2010 2009

Est. Net Worth

$1.6M

2009 annual disclosure

Total Assets

$525K - $2.7M

126 assets

Total Liabilities

0 liabilities

Total Trades

394

From PTR filings

Trade Volume

$5.2M

Midpoint of disclosed ranges

Net Worth Over Time

Show data table

Period	Est. net worth
2009	$1.6M
2009	$2.3M
2009	$2.1M
2010	$1.9M
2010	$1.6M
2010	$2.2M
2010	$2.5M
2011	$2.2M
2011	$2.5M
2011	$2.8M
2012	$3.4M
2012	$2.9M
2013	$162K
2013	$3.4M
2013	$3.3M
2013	$2.5M
2024	$7.1M
2025	$8.1M

Assets by Category

Stocks$583K (52)

Other$373K (28)

Mutual Funds$311K (20)

Gov. Securities$250K (19)

Bank & Cash$41K (3)

ETFs$24K (3)

Insurance$8K (1)

Top Stock Holdings (from trades)

Nucor CorporationNUE

$91K

Realty Income CorporationO

NextEra Energy, Inc.NEE

$41K

All Assets (126)

Asset	Type	Owner	Value	Income
3M Co(MMM)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Abbott Labs(ABT)	Stocks	Self	$1,001 - $15,000	Dividends $201 - $1,000
Air Product & Chemical(APD)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Alabama Power Co MW + 20BP	Other	Self	$1,001 - $15,000	Dividends $201 - $1,000
Alliance Intl Value	Mutual Funds	Self	$1,001 - $15,000	Dividends/Capital Gains $1 - $200
Amer Intl Group Med Terms Nts	Other	Self	$1,001 - $15,000	Interest $1,001 - $2,500
American Funds Euro Pac	Mutual Funds	Self	$1,001 - $15,000	Dividends/Capital Gains $201 - $1,000
Anheuser Busch Cos Nts(BUD)	Stocks	Self	$15,001 - $50,000	Dividends/Capital Gains $1,001 - $2,500
AT&T(T)	Stocks	Self	$1,001 - $15,000	Dividends $201 - $1,000
Bank Amer Intl	Other	Self	$1,001 - $15,000	Interest $201 - $1,000
Bank of Amer Internotes Callable	Other	Self	$1,001 - $15,000	Interest $201 - $1,000
Bank of America(BAC)	Stocks	Self	$1,001 - $15,000	Interest $1,001 - $2,500
Bank of New York(BK)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Barry County Util	Other	Self	$1,001 - $15,000	Interest $201 - $1,000
BB&T Corp(BBT)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Bony Corenotes	Other	Self	$1,001 - $15,000	Interest $1 - $200
Brandon Sch Dist Mich Michigan, US	Other	Self	N/A	Capital Gains $1,001 - $2,500
Bristol Myer(BMY)	Stocks	Self	$1,001 - $15,000	Dividends $201 - $1,000
Calamos Strategic	Mutual Funds	Self	$1,001 - $15,000	Dividends $201 - $1,000
CAROLINA FIRST BK SC CD	Bank & Cash	Self	$15,001 - $50,000	Interest $1,001 - $2,500
CHASE SAVING	Bank & Cash	Self	$1 - $1,000	Interest $1 - $200
CHIPPEWA VALLEY MI Chippewa Valley, MI, US	Gov. Securities	Self	$1,001 - $15,000	Interest $201 - $1,000
CIT GROUP INC(CIT)	Stocks	Self	$1,001 - $15,000	Interest $1 - $200
CITIGROUP(C)	Stocks	Self	$1,001 - $15,000	Dividends $201 - $1,000
CLINTON TOWNSHIP MICHIGAN Clinton Township, MI, US	Gov. Securities	Self	$1,001 - $15,000	Interest $201 - $1,000
CMS ENERGY(CMS)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
COCA COLA(KO)	Stocks	Self	$1,001 - $15,000	Dividends $201 - $1,000
COLGATE PALMOLIVE(CL)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
COUNTRYWIDE BANK CD	Bank & Cash	Self	$1,001 - $15,000	Interest $1,001 - $2,500
DEARBORN MI Dearborn, MI, US	Gov. Securities	Self	$1,001 - $15,000	Interest $201 - $1,000
DETROIT MI DWNTN DEV REV Detroit, MI, US	Gov. Securities	Self	$1,001 - $15,000	Interest $1 - $200
DETROIT MI SEW DISP SYST Detroit, MI, US	Gov. Securities	Self	$1,001 - $15,000	Interest $1 - $200
DETROIT MI WTR SUPPLY Detroit, MI, US	Gov. Securities	Self	$15,001 - $50,000	Interest $1,001 - $2,500
Dodge & Cox Stock	Mutual Funds	Self	$1,001 - $15,000	Dividends/Capital Gains $201 - $1,000
Dow Chemical(DOW)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Du Pont(DD)	Stocks	Self	$1,001 - $15,000	Dividends $201 - $1,000
Duke Realty(DRE)	Stocks	Self	$1,001 - $15,000	Dividends $201 - $1,000
Durand MI School	Other	Self	$1,001 - $15,000	Interest $201 - $1,000
DWS Real Estate	Mutual Funds	Self	$1 - $1,000	Dividends $201 - $1,000
East Jackson	Other	Self	$1,001 - $15,000	Interest $201 - $1,000
Eaton Vance Tax Advantaged	Mutual Funds	Self	$1,001 - $15,000	Dividends $201 - $1,000
Ecolab(ECL)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
El Paso(EP)	Stocks	Self	$1 - $1,000	Dividends $1 - $200
El Paso Energy	Other	Self	$1,001 - $15,000	Interest $201 - $1,000
FFCB Call Bonds	Gov. Securities	Self	$15,001 - $50,000	Interest $1,001 - $2,500
FHLB	Gov. Securities	Self	$15,001 - $50,000	Interest $201 - $1,000
FHMLC	Gov. Securities	Self	$1,001 - $15,000	Interest $1,001 - $2,500
Fidelity Advisor 2020	Mutual Funds	Spouse	$1,001 - $15,000	Dividends/Cap Gains $1 - $200
Fidelity Advisor 2030	Mutual Funds	Spouse	$1,001 - $15,000	Dividends/Cap Gains $1 - $200
FNMA	Gov. Securities	Self	$1,001 - $15,000	Interest $201 - $1,000
FNMA Callable	Gov. Securities	Self	$1,001 - $15,000	Interest $1,001 - $2,500
Franklin Balance SW	Mutual Funds	Spouse	$1,001 - $15,000	Dividends/Cap Gains $201 - $1,000
GE Capital Internotes	Other	Self	$1,001 - $15,000	Interest $201 - $1,000
GE Capital Nts	Other	Self	$1,001 - $15,000	Interest $1,001 - $2,500
General Electric(GE)	Stocks	Self	$1,001 - $15,000	Dividends $201 - $1,000
GMAC SmartNotes	Other	Self	$1,001 - $15,000	Interest $201 - $1,000
Goldman Sachs(GS)	Stocks	Self	$1,001 - $15,000	Interest $201 - $1,000
Grand Traverse Co MI Grand Traverse County, MI, US	Other	Self	$15,001 - $50,000	Interest $201 - $1,000
Harper Creek School	Other	Self	$1,001 - $15,000	Interest $201 - $1,000
Healthcare	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Heinz Co(KHC)	Stocks	Self	$1,001 - $15,000	Interest $201 - $1,000
Home Depot(HD)	Stocks	Self	$1,001 - $15,000	Interest $201 - $1,000
iShares EAFE(EFA)	ETFs	Self	$1,001 - $15,000	Dividends $201 - $1,000
ING Global Real Estate	Mutual Funds	Self	$1,001 - $15,000	Dividends $1,001 - $2,500
ING Prime Rate	Mutual Funds	Self	$1,001 - $15,000	Dividends $201 - $1,000
John Deere(DE)	Stocks	Self	$1,001 - $15,000	Interest $1,001 - $2,500
John Hancock	Mutual Funds	Self	$1,001 - $15,000	Interest $201 - $1,000
JP Morgan(JPM)	Stocks	Self	$15,001 - $50,000	Dividends $201 - $1,000
Kalamazoo MI Public Schools Kalamazoo, MI, US	Gov. Securities	Self	$1,001 - $15,000	Interest $1 - $200
Kimberly Clark(KMB)	Stocks	Self	$1,001 - $15,000	Dividends $201 - $1,000
Leggett & Platt(LEG)	Stocks	Self	$1,001 - $15,000	Dividends $201 - $1,000
Livonia MI Municipal Bond Livonia, MI, US	Gov. Securities	Self	$1,001 - $15,000	Interest $201 - $1,000
Lord Abbett Mid Cap	Mutual Funds	Self	$1,001 - $15,000	Dividends/Capital Gains $201 - $1,000
Lowell MI Area Schools Lowell, MI, US	Gov. Securities	Self	$1,001 - $15,000	Interest $201 - $1,000
Lowes(LOW)	Stocks	Self	$15,001 - $50,000	Dividends $201 - $1,000
Marysville MI Public Schools	Other	Self	N/A	Capital Gains $1,001 - $2,500
Mattel Inc(MAT)	Stocks	Self	$1,001 - $15,000	Dividends $201 - $1,000
McDonalds(MCD)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Medtronic(MDT)	Stocks	Self	$1 - $1,000	Dividends $1 - $200
Medical Properties(MPW)	Stocks	Self	$1,001 - $15,000	Dividends $201 - $1,000
Merck(MRK)	Stocks	Self	$1,001 - $15,000	Dividends $201 - $1,000
Merrill Lynch Life	Other	Self	$15,001 - $50,000	Interest $1,001 - $2,500
Merrill Lynch Ints	Other	Self	$1,001 - $15,000	Interest $201 - $1,000
MetLife(MET)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Met Life Annuity	Other	Self	$15,001 - $50,000	Interest $1,001 - $2,500
Michigan Clean Water	Gov. Securities	Self	$1,001 - $15,000	Interest $201 - $1,000
Michigan Mun Bd Auth Rev	Gov. Securities	Self	$15,001 - $50,000	Interest $1,001 - $2,500
Michigan St Bldg	Gov. Securities	Self	$1,001 - $15,000	Interest $201 - $1,000
Microsoft(MSFT)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Mid Cap SPDR TR Unit Ser(MDY)	ETFs	Self	$1,001 - $15,000	Dividends $201 - $1,000
S&P	Other	Self	$1,001 - $15,000	Dividends $201 - $1,000
Monroe County MI Bldg Monroe County, MI, US	Other	Self	$1,001 - $15,000	Interest $1 - $200
Munder Cash	Mutual Funds	Spouse	$15,001 - $50,000	Dividends $201 - $1,000
NiSource Inc.(NI)	Stocks	Self	$1,001 - $15,000	Dividends $201 - $1,000
National City Corp(NCC)	Stocks	Self	$1,001 - $15,000	Interest $201 - $1,000
New York Times(NYT)	Stocks	Self	$1,001 - $15,000	Interest $201 - $1,000
North Gratiot Interceptor	Other	Self	$1,001 - $15,000	Interest $201 - $1,000
Northwest Mutual Life	Insurance	Self	$1,001 - $15,000	Interest $201 - $1,000
PAL(PAL)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Parchment MI School Dist 07 Parchment, MI, US	Other	Self	$15,001 - $50,000	Interest $1,001 - $2,500
PepsiCo Inc.(PEP)	Stocks	Self	$1,001 - $15,000	Dividends $201 - $1,000
Pfizer Inc.(PFE)	Stocks	Self	$1,001 - $15,000	Dividends $201 - $1,000
Plymouth Canton Plymouth-Canton, MI, US	Other	Self	$1,001 - $15,000	Interest $201 - $1,000
Portage MI Transn FD Portage, MI, US	Other	Self	$1,001 - $15,000	Interest $1 - $200
PPG Industries, Inc.(PPG)	Stocks	Self	$1,001 - $15,000	Dividends $201 - $1,000
Procter & Gamble Co.(PG)	Stocks	Self	$15,001 - $50,000	Dividends $201 - $1,000
Prudential Financial, Inc.(PRU)	Stocks	Self	$1,001 - $15,000	Interest $1 - $200
RMA Money Market	Mutual Funds	Self	$1,001 - $15,000	Dividends $201 - $1,000
Rochester MI School Rochester, MI, US	Gov. Securities	Self	$1,001 - $15,000	Interest $201 - $1,000
UBS AG(UBS)	Stocks	Self	N/A	Capital Gains $1,001 - $2,500
Sherwin-Williams Co.(SHW)	Stocks	Self	$1,001 - $15,000	Dividends $201 - $1,000
J. M. Smucker Co.(SJM)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
SSgA Aggressive Asset Allocation Fund	Mutual Funds	Self	$1,001 - $15,000	Dividends/Capital Gains $1 - $200
SSgA Mid Cap Index Fund	Mutual Funds	Self	$1,001 - $15,000	Dividends/Capital Gains $201 - $1,000
SSgA S&P 500 Index Fund	Mutual Funds	Self	$1,001 - $15,000	Dividends/Capital Gains $201 - $1,000
SSgA Stable Value Fund	Mutual Funds	Self	$50,001 - $100,000	Interest $2,501 - $5,000
Standard & Poor's Depositary Receipts (SPDR S&P 500 ETF)(SPY)	ETFs	Self	$1,001 - $15,000	Dividends $1 - $200
State of Israel Israel	Gov. Securities	Self	$1,001 - $15,000	Interest $201 - $1,000
UBS(UBS)	Stocks	Spouse	$50,001 - $100,000	Dividends $1,001 - $2,500
UBS Balanced Fund	Mutual Funds	Spouse	$50,001 - $100,000	Dividends/Capital Gains $201 - $1,000
UBS Common(UBS)	Stocks	Joint	$1,001 - $15,000	Dividends $201 - $1,000
Verizon(VZ)	Stocks	Self	$1,001 - $15,000	Dividends $201 - $1,000
Verizon PA Global Notes	Other	Self	$1,001 - $15,000	Dividends/Interest $201 - $1,000
Wal Mart(WMT)	Stocks	Self	$15,001 - $50,000	Dividends $1 - $200
Warren Woods School	Other	Self	$50,001 - $100,000	Interest $201 - $1,000
Wayne State Univ MI Brd Gov	Other	Self	$1,001 - $15,000	Interest $201 - $1,000

Trading Sector Allocation (from PTR trades)

Financial Services$306K

Basic Materials$129K

Consumer Defensive$161K

Technology$89K

Healthcare$202K

Consumer Cyclical$178K

Utilities$121K

Industrials$129K

Real Estate$242K

Communication Services$72K

Manufacturing$107K

Energy$24K

Banking$49K

GARY C. PETERS 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).