GARY C. PETERS Net Worth & Financial Disclosure

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Annual financial disclosure for 2010, filed July 30, 2010. Includes 153 assets.

Year:

2025 2024 2013 2012 2011 2010 2009

Est. Net Worth

$1.9M

2010 annual disclosure

Total Assets

$568K - $3.2M

153 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

Retirement & Pension$668K (37)

Stocks$402K (45)

Gov. Securities$389K (31)

Other$241K (24)

Mutual Funds$81K (7)

Bank & Cash$75K (6)

ETFs$16K (2)

Insurance$8K (1)

Top Stock Holdings (from trades)

Nucor CorporationNUE

$91K

Realty Income CorporationO

NextEra Energy, Inc.NEE

$41K

All Assets (153)

Asset	Type	Owner	Value	Income
3M Co(MMM)	Stocks	Self	$1,001 - $15,000	Dividends $201 - $1,000
Abbott Labs(ABT)	Stocks	Self	$1,001 - $15,000	Dividends $201 - $1,000
Air Product & Chemical Inc(APD)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Allegan Pub Schools M Go 5/1/15	Gov. Securities	Self	$1,001 - $15,000	Interest $201 - $1,000
Allstate Corp(ALL)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
AT&T Inc(T)	Stocks	Self	$1,001 - $15,000	Dividends $201 - $1,000
Bank of Amer Corp(BAC)	Stocks	Self	$15,001 - $50,000	Dividends $1,001 - $2,500
Bank of New York(BK)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Barry Cnty MI Utl Tax 4/1/23 Barry County, MI, US	Gov. Securities	Self	$1,001 - $15,000	Interest $201 - $1,000
BB&T Corp(BBT)	Stocks	Self	$1,001 - $15,000	Dividends $201 - $1,000
Brandon MI Sch Dist Utl 5/1/25 Brandon, MI, US	Gov. Securities	Self	$1,001 - $15,000	Interest $201 - $1,000
Bristol Myers Squibb Co(BMY)	Stocks	Self	$1,001 - $15,000	Dividends $201 - $1,000
Carnival Corp(CCL)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Central MI University 403B- Fidelity 4/30/24 Michigan, US	Retirement & Pension	Self	$1,001 - $15,000	Dividends $1 - $200
Chippewa Valley MI 5/1/19 Chippewa Valley, MI, US	Gov. Securities	Self	$1,001 - $15,000	Interest $201 - $1,000
Chippewa Valley MI Sch 5/1/24 Chippewa Valley, MI, US	Gov. Securities	Self	$1,001 - $15,000	Interest $201 - $1,000
Citigroup Inc(C)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Clinton Charter Twp 4/1/24 Clinton Township, MI, US	Gov. Securities	Self	$1,001 - $15,000	Interest $201 - $1,000
CMS Energy Corp(CMS)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Coca Cola Co(KO)	Stocks	Self	$1,001 - $15,000	Dividends $201 - $1,000
Colgate-Palmolive Co(CL)	Stocks	Self	$1,001 - $15,000	Dividends $201 - $1,000
Community Foundation SE MI 403B Plan - American Funds Europacific Growth	Retirement & Pension	Spouse	$1,001 - $15,000	Dividends $201 - $1,000
Community Foundation SE MI 403B Plan - Fidelity Advisor 2020	Retirement & Pension	Spouse	$1,001 - $15,000	Dividends $201 - $1,000
Community Foundation SE MI 403B Plan - Fidelity Advisor Free 2030	Retirement & Pension	Spouse	$1,001 - $15,000	Dividends $201 - $1,000
Community Foundation SE MI 403B Plan - Franklin Balance Sheet	Retirement & Pension	Spouse	$15,001 - $50,000	Dividends
Community Foundation SE MI 403B Plan - Goldman Sachs FS Govt Income	Retirement & Pension	Spouse	$1,001 - $15,000	Dividends $201 - $1,000
Community Foundation SE MI 403B Plan - Vanguard 500 Index	Retirement & Pension	Spouse	$1,001 - $15,000	Dividends $201 - $1,000
Community Foundation SE MI MPP - Fidelity Advisor Free 2030	Retirement & Pension	Spouse	$15,001 - $50,000	Dividends $201 - $1,000
Goldman Sachs FS Govt Instl	Mutual Funds	Spouse	$1,001 - $15,000	Dividends
Congressional Federal Credit Union CD	Bank & Cash	Spouse	$1,001 - $15,000	Interest $1 - $200
Congressional Federal Credit Union Account	Bank & Cash	Spouse	$5,001 - $15,000	Interest
Congressional Federal Credit Union CD	Bank & Cash	Self	$15,001 - $50,000	Interest
Congressional Federal Credit Union Savings	Bank & Cash	Self	$1,001 - $15,000	Interest $1 - $200
Dearborn Mich Ser B 4/1/19 Dearborn, MI, US	Gov. Securities	Self	$1,001 - $15,000	Interest $201 - $1,000
Detroit MI Dwtn Dev Rev 7/1/18 Detroit, MI, US	Gov. Securities	Self	$1,001 - $15,000	Interest $201 - $1,000
Detroit MI Sew Disp Sys 7/1/24 Detroit, MI, US	Gov. Securities	Self	$1,001 - $15,000	Interest $201 - $1,000
Detroit Mich CSD Ser B 5/1/13 Detroit, MI, US	Gov. Securities	Self	$1,001 - $15,000	Interest $201 - $1,000
Detroit Mich Wtr Supply 7/1/29 Detroit, MI, US	Gov. Securities	Self	$50,001 - $100,000	Interest $1,001 - $2,500
Dow Chemical(DOW)	Stocks	Self	$1,001 - $15,000	Dividends $201 - $1,000
Duke Realty Corp New REITs(DRE)	Stocks	Self	$1,001 - $15,000	Dividends/Capital Gains $201 - $1,000
DuPont de Nemours(DD)	Stocks	Self	$1,001 - $15,000	Dividends $201 - $1,000
Durand Mich Area Schls 12/1/20 Durand, MI, US	Gov. Securities	Self	$1,001 - $15,000	Interest $201 - $1,000
Genesee Cnty Mich Cmnty 5/1/15 Genesee County, MI, US	Gov. Securities	Self	$1,001 - $15,000	Interest $201 - $1,000
EastGroup Properties Inc(EGP)	Stocks	Self	$1,001 - $15,000	Dividends $201 - $1,000
Eaton Vance Tax Advantage Global	Mutual Funds	Self	$1,001 - $15,000	Dividends $1,001 - $2,500
Ecolab Inc(ECL)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
El Paso Corp(EP)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Fairpoint Communications Inc(FRP)	Stocks	Self	$1 - $1,000	Dividends $1 - $200
General Electric Co(GE)	Stocks	Self	$1,001 - $15,000	Dividends $1,001 - $2,500
Genesee Cnty MI SWG Sys Genesee County, MI, US	Gov. Securities	Self	$1,001 - $15,000	Interest $201 - $1,000
Grand Traverse Co MI 5/1/23 Grand Traverse County, MI, US	Gov. Securities	Self	$15,001 - $50,000	Interest $1,001 - $2,500
Harper Ck MI Com Sch 5/1/21 Harper Creek, MI, US	Gov. Securities	Self	$1,001 - $15,000	Interest $201 - $1,000
Healthcare Realty Tr Inc(HR)	Stocks	Self	$1,001 - $15,000	Dividends $201 - $1,000
iShares MSCI EAFE Index Fund(EFA)	ETFs	Self	$1,001 - $15,000	Dividends $1 - $200
JP Morgan Chase & Co(JPM)	Stocks	Self	$1,001 - $15,000	Dividends $201 - $1,000
Kalamazoo MI Pub Schs 5/1/26 Kalamazoo, MI, US	Gov. Securities	Self	$1,001 - $15,000	Interest $201 - $1,000
Kimberly Clark(KMB)	Stocks	Self	$1,001 - $15,000	Dividends $201 - $1,000
Leggett & Platt Inc(LEG)	Stocks	Self	$1,001 - $15,000	Dividends $201 - $1,000
Livonia Mich Mun Bldg 5/1/21 Livonia, MI, US	Gov. Securities	Self	$1,001 - $15,000	Interest $201 - $1,000
Lowell Mich Area Schs 5/1/35	Gov. Securities	Self	$1,001 - $15,000	Interest $201 - $1,000
Lowes Companies Inc(LOW)	Stocks	Self	$1,001 - $15,000	Dividends $201 - $1,000
Mattel Inc(MAT)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
McDonalds Corp(MCD)	Stocks	Self	$1,001 - $15,000	Dividends $201 - $1,000
Medtronic Inc(MDT)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Merck & Co(MRK)	Stocks	Self	$1,001 - $15,000	Dividends $201 - $1,000
Metlife Annuity	Other	Self	$1,001 - $15,000	Interest $1,001 - $2,500
Metlife Inc(MET)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
MI Mun Bd A1 Clean Water 10/1/23	Gov. Securities	Self	$1,001 - $15,000	Interest $201 - $1,000
MI Mun Bd Auth Rev 11/1/32	Gov. Securities	Self	$15,001 - $50,000	Interest $1,001 - $2,500
Michigan St Hops Fin Auth 5/15/32	Gov. Securities	Self	$1,001 - $15,000	Interest $201 - $1,000
Michigan St Hsg Dev Auth 4/1/24	Gov. Securities	Self	$1,001 - $15,000	Interest $201 - $1,000
Morgan Stanley Bank NA 10/15/18 Stte Bldg Au	Bank & Cash	Self	$1,001 - $15,000	Interest $201 - $1,000
Microsoft Corp(MSFT)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Monroe City Mich Bldg 4/1/24	Gov. Securities	Self	$1,001 - $15,000	Interest $201 - $1,000
NISource Inc(NI)	Stocks	Self	$1,001 - $15,000	Dividends $201 - $1,000
North Gratiot Intercept 5/1/24	Gov. Securities	Self	$1,001 - $15,000	Interest $201 - $1,000
Northwestern Mutual Life Insurance	Insurance	Self	$1,001 - $15,000	Interest $201 - $1,000
Pall Corp(PLL)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Parchment MI Sch Dist 5/1/25	Gov. Securities	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	Interest $201 - $1,000
Plymouth Canton MI CSD 5/1/13	Gov. Securities	Self	$1,001 - $15,000	Interest $201 - $1,000
Portage Mich Transp Fd 12/1/20	Gov. Securities	Self	$1,001 - $15,000	Interest $201 - $1,000
PPG Industries Inc(PPG)	Stocks	Self	$1,001 - $15,000	Dividends $201 - $1,000
Procter & Gamble Co(PG)	Stocks	Self	$1,001 - $15,000	Interest $201 - $1,000
Rochester Mich Cmnty Sch 5/1/23	Gov. Securities	Self	$1,001 - $15,000	Interest $201 - $1,000
Sherwin Williams Co(SHW)	Stocks	Self	$1,001 - $15,000	Dividends $201 - $1,000
Smucker J M Co(SJM)	Stocks	Self	$1,001 - $15,000	Dividends $201 - $1,000
State of MI 401k: Artisan Intl and Europacific Growth	Retirement & Pension	Self	$15,001 - $50,000	Dividends $1,001 - $2,500
State of MI 401k: Dodge & Cox	Retirement & Pension	Self	$15,001 - $50,000	Dividends $2,501 - $5,000
State of MI 401k: SSgA S&P 500 Index	Retirement & Pension	Self	$50,001 - $100,000	Dividends $1,001 - $2,500
State of MI 401k: SSgA Target Retirement 2025	Retirement & Pension	Self	$1,001 - $15,000	Dividends $201 - $1,000
AllianceBernstein Int'l Val	Mutual Funds	Self	$15,001 - $50,000	Dividends $1 - $200
State of MI 457: Rainier Large Cap Growth	Retirement & Pension	Self	$1,001 - $15,000	Dividends $201 - $1,000
State of MI 457: Ridgeworth Funds	Retirement & Pension	Self	$1,001 - $15,000	Dividends $201 - $1,000
State of MI 457: SSgA S&P 500 Index	Retirement & Pension	Self	$1,001 - $15,000	Dividends $1,001 - $2,500
State of MI 457: SSgA Stable Value	Retirement & Pension	Self	$15,001 - $50,000	Dividends $1,001 - $2,500
State of MI 457: SSgA S&P 500 Index	Retirement & Pension	Self	$15,001 - $50,000	Dividends $2,501 - $5,000
UBS 401k Plan: UBS Balanced Fund	Retirement & Pension	Spouse	$1,001 - $15,000	Dividends $1,001 - $2,500
UBS 401k Plan: UBS Mid Cap Growth	Retirement & Pension	Spouse	$1,001 - $15,000	Dividends $2,501 - $5,000
UBS 401K Plus Plan - UBS PACE International Equity Fund	Retirement & Pension	Spouse	$1,001 - $15,000	Dividends $201 - $1,000
UBS 401K Plus Plan - UBS Stable Value Fund	Retirement & Pension	Spouse	$15,001 - $50,000	Dividends $201 - $1,000
UBS AG (USE) New 2006 Ord(UBS)	Stocks	Spouse	$15,001 - $50,000	Dividends $1,001 - $2,500
UBS Bank USA	Bank & Cash	Joint	$1,001 - $15,000	Interest $1 - $200
UBS IRA - AM Constellation FD Inc	Retirement & Pension	Spouse	$1,001 - $15,000	Dividends $1 - $200
UBS IRA - Funds Investment Company of America	Retirement & Pension	Spouse	$1,001 - $15,000	Dividends $1 - $200
UBS SEP - Albert Power Co 2/15/19	Other	Self	$1,001 - $15,000	Interest $201 - $1,000
UBS SEP - Amer Intl Group 1/16/18(AIG)	Other	Self	$1,001 - $15,000	Interest $1,001 - $2,500
UBS SEP - Anheuser Busch Cos Nvs 3/1/19(BUD)	Other	Self	$15,001 - $50,000	Interest $1,001 - $2,500
UBS SEP - United Amer Internotes 9/15/19	Other	Self	$1,001 - $15,000	Interest $201 - $1,000
UBS SEP - Bank of America Internotes 11/15/17(BAC)	Other	Self	$1,001 - $15,000	Interest $201 - $1,000
UBS SEP - Bank of America Internotes 11/16/17(BAC)	Other	Self	$1,001 - $15,000	Interest $201 - $1,000
UBS SEP - BB&T Corp 11/1/19(BBT)	Other	Self	$15,001 - $50,000	Interest $1,001 - $2,500
Bony Corrientes 12/16/19	Retirement & Pension	Self	$1,001 - $15,000	Interest $1 - $200
Calamos Strategic Total Return 3/19	Retirement & Pension	Self	$15,001 - $50,000	Dividends $201 - $1,000
UBS Bank First Bank CD 1/26/13	Retirement & Pension	Self	$15,001 - $50,000	Interest $1,001 - $2,500
GS Pwr & L T S Nts 3/1/08	Retirement & Pension	Self	$1,001 - $15,000	Interest $201 - $1,000
Cit Group Inc Internotes 2/15/14	Retirement & Pension	Self	$1,001 - $15,000	Interest $1 - $200
Citigroup Global Mkts 2/15/16	Retirement & Pension	Self	$1,001 - $15,000	Interest $201 - $1,000
UBS SEP E T Real Estate Fund	Retirement & Pension	Self	$1 - $1,000	Dividends $1 - $200
El Paso Energy Corp 5/15/09	Retirement & Pension	Self	$1,001 - $15,000	Interest $201 - $1,000
FFCB 4/21/20	Retirement & Pension	Self	$50,001 - $100,000	Interest $1,001 - $2,500
UBS 11/19/19	Retirement & Pension	Self	$15,001 - $50,000	Interest $201 - $1,000
FHLC 3/27/20	Retirement & Pension	Self	$1,001 - $15,000	Interest $201 - $1,000
FHLC 5/30/17	Retirement & Pension	Self	$1,001 - $15,000	Interest $201 - $1,000
UBMA 3/29/19	Retirement & Pension	Self	$1,001 - $15,000	Interest $201 - $1,000
FNMA 4/8/19	Retirement & Pension	Self	$1,001 - $15,000	Interest $201 - $1,000
USB SEP. FMNA 9/26/17	Other	Self	$1,001 - $15,000	Interest $201 - $1,000
GE Capital Internotes 2/15/17	Other	Self	$1,001 - $15,000	Interest $201 - $1,000
USB SEP.	Other	Self	$1,001 - $15,000	Interest $201 - $1,000
GE Capital Internotes 3/15/16	Other	Self	$1,001 - $15,000	Interest $201 - $1,000
GE Capital Internotes 7/15/19	Other	Self	$1,001 - $15,000	Interest $201 - $1,000
GE Capital Internotes 8/15/19	Other	Self	$1,001 - $15,000	Interest $201 - $1,000
GMAC Smart Notes 3/15/16	Other	Self	$1,001 - $15,000	Interest $201 - $1,000
Goldman Sachs Group 10/1/14	Other	Self	$1,001 - $15,000	Interest $201 - $1,000
USB Corp 3/15/12	Other	Self	$1,001 - $15,000	Interest $201 - $1,000
Home Depot Nts 3/1/16	Other	Self	$1,001 - $15,000	Interest $201 - $1,000
ING Clarion Global Real Estate Income Fund	Mutual Funds	Self	$1,001 - $15,000	Dividends $201 - $1,000
ING Prime Rate Trust	Mutual Funds	Self	$1,001 - $15,000	Interest $201 - $1,000
USB Corp Capital Corp 4/7/10	Other	Self	$1,001 - $15,000	Interest $201 - $1,000
John Hancock 11/15/18	Other	Self	$1,001 - $15,000	Interest $201 - $1,000
Medical Properties Trust Inc REIT(MPW)	Stocks	Self	$1,001 - $15,000	Dividends $201 - $1,000
UBS SEP Merrill Lynch NTS 5/5/14	Other	Self	$1,001 - $15,000	Interest $201 - $1,000
UBS SEP Merrill Lynch Tr Unit Ser 1 S&P	Mutual Funds	Self	$1,001 - $15,000	Dividends $201 - $1,000
UBS SEP Natl City Corp Sub Notes 2/1/09	Other	Self	$1,001 - $15,000	Interest $1 - $200
UBS SEP New York Times Co 3/15/15(NYT)	Other	Self	$1,001 - $15,000	Interest $201 - $1,000
UBS SEP UBS Fund Inc 10/15/18	Mutual Funds	Self	$1,001 - $15,000	Interest $1 - $200
UBS SEP Standards & Poors Dep Rcpts(SPY)	ETFs	Self	$1,001 - $15,000	Dividends $201 - $1,000
UBS SEP Verizon Global Nts 11/15/11	Other	Self	$1,001 - $15,000	Interest $201 - $1,000
Verizon Communications Inc(VZ)	Stocks	Self	$1,001 - $15,000	Dividends $201 - $1,000
Wal Mart Stores Inc(WMT)	Stocks	Self	$1,001 - $15,000	Dividends $201 - $1,000
Warren Woods MI 5/1/22 Warren, MI, US	Gov. Securities	Self	$1,001 - $15,000	Interest $201 - $1,000
Wayne St Univ MI Brd Gov 11/15/29 Michigan, US	Gov. Securities	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).