GARY C. PETERS Net Worth & Financial Disclosure

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Annual financial disclosure for 2011, filed May 13, 2011. Includes 136 assets and 1 liabilities.

Year:

2025 2024 2013 2012 2011 2010 2009

Est. Net Worth

$2.2M

2011 annual disclosure

Total Assets

$904K - $3.7M

136 assets

Total Liabilities

$15K - $50K

1 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$702K (34)

Stocks$659K (39)

Gov. Securities$414K (27)

Other$235K (15)

ETFs$116K (3)

Mutual Funds$97K (13)

Bank & Cash$57K (5)

Top Stock Holdings (from trades)

Nucor CorporationNUE

$91K

Realty Income CorporationO

NextEra Energy, Inc.NEE

$41K

All Assets (136)

Asset	Type	Owner	Value	Income
3M Co(MMM)	Stocks	Self	$15,001 - $50,000	Dividends $201 - $1,000
Abbott Labs(ABT)	Stocks	Self	$1,001 - $15,000	Dividends $201 - $1,000
Air Prod & Chemical(APD)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Allegan Pub Schls MI Go 5/1/15	Gov. Securities	Self	N/A	Interest $1 - $200
Allstate Corp(ALL)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
AT&T(T)	Stocks	Self	$1,001 - $15,000	Dividends $201 - $1,000
Bank of America Corp(BAC)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Bank of New York(BK)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Barry Cnty MI Lt 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 $1 - $200
Brandon MI Sch Dist 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
Byron Ctr MI Pub Schs 05/01/30 Byron Center, MI, US	Gov. Securities	Self	$1,001 - $15,000	Interest $201 - $1,000
Carnival Corp(CCL)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Central Mich University 4.03B: Fidelity Freedom 2030 Michigan, US	Mutual Funds	Self	$1,001 - $15,000	Dividends $2,501 - $5,000
Chippewa Valley MI SBLF Chippewa Valley, MI, US	Gov. Securities	Self	$1,001 - $15,000	Interest $201 - $1,000
Chippewa Valley MI Schs 5/1/24 Chippewa Valley, MI, US	Gov. Securities	Self	$1,001 - $15,000	Interest $201 - $1,000
Citigroup Inc(C)	Stocks	Self	$1 - $1,000	Dividends $1 - $200
Clinton Charter Twp Mich 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 $201 - $1,000
Coca Cola Co(KO)	Stocks	Spouse	$15,001 - $50,000	Dividends $201 - $1,000
Colgate Palmolive Co(CL)	Stocks	Spouse	$1,001 - $15,000	Dividends $201 - $1,000
Community Foundation SE MI 403B Plan – American Funds Europacific Growth	Retirement & Pension	Spouse	$15,001 - $50,000	Dividends $201 - $1,000
Community Foundation SE MI 403B Plan – Dreyfus Mid Cap Index	Retirement & Pension	Spouse	$15,001 - $50,000	Dividends $1,001 - $2,500
Community Foundation SE MI – Fidelity Advisor Free 2030	Retirement & Pension	Spouse	$1,001 - $15,000	Dividends $201 - $1,000
Community Foundation SE MI 403B Plan – Goldman Sachs FS Govt	Retirement & Pension	Spouse	$15,001 - $50,000	Dividends $1 - $200
Community Foundation SE MI – Vanguard 500 Index	Retirement & Pension	Spouse	$15,001 - $50,000	Dividends $201 - $1,000
Community Foundation SE MI – MIP II Inv Fund 2030	Retirement & Pension	Spouse	$15,001 - $50,000	Dividends $1,001 - $2,500
Community Foundation SE MI – Goldman Sachs FS Govt FST	Retirement & Pension	Spouse	$1,001 - $15,000	Dividends $1 - $200
Conagra Food Inc(CAG)	Stocks	Spouse	$1,001 - $15,000	Dividends $201 - $1,000
Congressional Federal Credit Union CD 58882	Bank & Cash	Self	$1,001 - $15,000	Interest $1 - $200
Congressional Federal Credit Union CD 59110	Bank & Cash	Self	$15,001 - $50,000	Interest $201 - $1,000
Congressional Federal Credit Union CD 60147	Bank & Cash	Self	$1,001 - $15,000	Interest $1 - $200
Congressional Federal Credit Union Share Savings	Bank & Cash	Self	$1 - $1,000	Interest $1 - $200
Detroit Mich Ser B FGLC 4/1/19 Detroit, MI, US	Gov. Securities	Self	$15,001 - $50,000	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 5/1/15 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	$15,001 - $50,000	Interest $1,001 - $2,500
Dow Chemical(DOW)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Duke Realty Corp New REITs(DRE)	Stocks	Self	$1,001 - $15,000	Dividends/Capital Gains $1 - $200
DuPont de Nemours(DD)	Stocks	Self	$15,001 - $50,000	Dividends $201 - $1,000
Durand Mich Area Schs 5/1/21 Durand, MI, US	Gov. Securities	Self	$15,001 - $50,000	Interest $201 - $1,000
East Jackson Mich Cmnty 5/1/18	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 Advant	Mutual Funds	Self	$1,001 - $15,000	Dividends $201 - $1,000
Ecolab Inc(ECL)	Stocks	Self	$50,001 - $100,000	Dividends $201 - $1,000
El Paso Corp(EP)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Genesee Cnty MI SWG Sys 5/1/23	Gov. Securities	Self	$1,001 - $15,000	Interest $201 - $1,000
Genl Electric Co(GE)	Stocks	Self	$15,001 - $50,000	Dividends $201 - $1,000
Grand Travers Co Mich 5/1/23	Gov. Securities	Self	$15,001 - $50,000	Interest $1,001 - $2,500
Harper Crk MI Com Sch Ln 5/1/21	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 $201 - $1,000
JP Morgan Chase & Co(JPM)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Kalamazoo MI Pub Schs 5/1/26	Gov. Securities	Self	$1,001 - $15,000	Interest $201 - $1,000
Kimberly Clark Corp(KMB)	Stocks	Self	$1,001 - $15,000	Dividends $201 - $1,000
Kraft Foods(KHC)	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	Gov. Securities	Self	N/A	Interest $1 - $200
Lowell Mich Area Schs 5/1/25	Gov. Securities	Self	$1,001 - $15,000	Interest $201 - $1,000
Lowes Companies Inc(LOW)	Stocks	Self	$15,001 - $50,000	Dividends $201 - $1,000
Mattel Inc(MAT)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
McDonalds Corp(MCD)	Stocks	Self	$15,001 - $50,000	Dividends $201 - $1,000
Medtronic Inc(MDT)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Merck & Co Inc(MRK)	Stocks	Self	$1,001 - $15,000	Dividends $201 - $1,000
Metlife(MET)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Metlife Annuity	Other	Self	$15,001 - $50,000	Interest $1,001 - $2,500
MI Mun Bd Au Clean Water 10/1/23	Gov. Securities	Self	$1,001 - $15,000	Interest $201 - $1,000
Michigan Fin Auth 12/01/25	Gov. Securities	Self	$1,001 - $15,000	Interest $201 - $1,000
Michigan Mun Bd Auth Rev 11/1/32	Gov. Securities	Self	$15,001 - $50,000	Interest $1,001 - $2,500
Plymouth Canton MI CSD 5/1/19	Gov. Securities	Self	$1,001 - $15,000	Interest $201 - $1,000
Portage Mich Transp Fd	Gov. Securities	Self	$15,001 - $50,000	Interest $201 - $1,000
PPG Industries Inc(PPG)	Stocks	Self	$15,001 - $50,000	Dividends $201 - $1,000
Procter & Gamble(PG)	Stocks	Self	$50,001 - $100,000	Dividends $201 - $1,000
Rochester Mich Cmnty Sch 5/1/19	Gov. Securities	Self	$1,001 - $15,000	Interest $201 - $1,000
Sherwin Williams Co(SHW)	Stocks	Self	$15,001 - $50,000	Dividends $201 - $1,000
Smucker J M Co(SJM)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
State of MI 401k - American Funds Europacific Growth	Retirement & Pension	Self	$15,001 - $50,000	Dividends $2,501 - $5,000
State of MI 401k - SSGA Target Retirement 2025	Retirement & Pension	Self	$15,001 - $50,000	Dividends $201 - $1,000
State of MI 401k - Stable Value	Retirement & Pension	Self	$50,001 - $100,000	Dividends $1,001 - $2,500
State of MI 401k - T Rowe Price Midcap Value	Retirement & Pension	Self	$15,001 - $50,000	Dividends $5,001 - $15,000
State of MI 457 - American Funds Europacific	Retirement & Pension	Self	$1,001 - $15,000	Dividends $201 - $1,000
State of MI 457 - Rainier Large Cap Growth	Retirement & Pension	Self	$1,001 - $15,000	Dividends $1,001 - $2,500
State of NM 457 Ridgeworth Funds	Retirement & Pension	Self	$1,001 - $15,000	Dividends $1,001 - $2,500
State of NM 457 State of NM Index	Retirement & Pension	Self	$1,001 - $15,000	Dividends $5,001 - $15,000
State of NM 457 SSgA S&P MidCap Index	Retirement & Pension	Self	$1,001 - $15,000	Dividends $5,001 - $15,000
Stable Value	Retirement & Pension	Self	$50,001 - $100,000	Dividends $201 - $1,000
U.S. Government Securities	Gov. Securities	Self	$50,001 - $100,000	Dividends $1,001 - $2,500
U.S. Savings Plan G Fund	Retirement & Pension	Self	$1,001 - $15,000	Dividends $1 - $200
Thrift Savings Plan C Fund	Retirement & Pension	Self	$1,001 - $15,000	Dividends $201 - $1,000
UBS Balanced Fund	Mutual Funds	Spouse	$1,001 - $15,000	Dividends $201 - $1,000
UBS 401k Plus Plan	Retirement & Pension	Spouse	$1,001 - $15,000	Dividends $201 - $1,000
UBS Mid Cap Growth	Mutual Funds	Spouse	$1,001 - $15,000	Dividends $201 - $1,000
UBS PACE International	Mutual Funds	Spouse	$1,001 - $15,000	Dividends $201 - $1,000
UBS 401k Plus Plan	Retirement & Pension	Spouse	$15,001 - $50,000	Dividends $1 - $200
UBS AG NEW 2008 OBD CHF	Other	Joint	$1,001 - $15,000	Interest $1 - $200
UBS IRA American Funds Investment Co of America	Mutual Funds	Spouse	$1,001 - $15,000	Dividends $1 - $200
UBS IRA Invesco Constellation	Mutual Funds	Spouse	$1,001 - $15,000	Dividends $1 - $200
Alabama Power Co 2/15/19	Other	Spouse	$1,001 - $15,000	Interest $201 - $1,000
UBS SEP - Amer Intl Group 1/16/18	Other	Self	$15,001 - $50,000	Interest $1,001 - $2,500
UBS SEP - Anheuser Busch Cos 3/1/19	Other	Self	$15,001 - $50,000	Interest $1,001 - $2,500
UBS SEP - Bank of Amer Internotes 9/5/13	Other	Self	$1,001 - $15,000	Interest $201 - $1,000
UBS SEP - Bank of Amer Internotes 1/15/17	Other	Self	$1,001 - $15,000	Interest $201 - $1,000
UBS SEP - Bank of Amer Internotes 1/15/19	Other	Self	$1,001 - $15,000	Interest $201 - $1,000
UBS SEP - Barclays Bk Plc NY Brnch 3/5/14	Other	Self	$1,001 - $15,000	Interest $201 - $1,000
UBS SEP - BB&T Corp 11/1/19	Other	Self	$15,001 - $50,000	Interest $1,001 - $2,500
UBS SEP - Bony CoreNotes 12/16/19	Other	Self	N/A	Interest
UBS SEP - Blackrock Strategic Total Return 11/26/13	Mutual Funds	Self	$1,001 - $15,000	Dividends $201 - $1,000
UBS SEP - Citigroup Inc(C)	Stocks	Self	$15,001 - $50,000	Interest $201 - $1,000
UBS SEP - Citi Group Inc(C)	Stocks	Self	$1,001 - $15,000	Dividends $201 - $1,000
UBS SEP GMAC SmartNotes 3/15/16	Retirement & Pension	Self	$1,001 - $15,000	Interest $201 - $1,000
UBS SEP Fifth Third Bancorp Inc Notes 10/1/14	Retirement & Pension	Self	$1,001 - $15,000	Interest $201 - $1,000
Heinz Co 3/15/12	Retirement & Pension	Self	$1,001 - $15,000	Interest $201 - $1,000
UBS SEP Home Depot 3/1/16	Retirement & Pension	Self	$15,001 - $50,000	Interest $201 - $1,000
UBS SEP ING Clarion Global Real Estate	Retirement & Pension	Self	$1,001 - $15,000	Dividends $201 - $1,000
ING SEP Real Estate Trust	Retirement & Pension	Self	$1,001 - $15,000	Dividends $201 - $1,000
UBS SEP Blackrock Signatures 1/15/18	Retirement & Pension	Self	$15,001 - $50,000	Interest $201 - $1,000
UBS SEP Corporate Properties Trust Inc	Retirement & Pension	Self	$1,001 - $15,000	Dividends $201 - $1,000
UBS SEP Merrill Lynch NTS 5/5/14	Retirement & Pension	Self	$1,001 - $15,000	Interest $201 - $1,000
UBS SEP Morgan Stanley NTS 11/09/18	Retirement & Pension	Self	$15,001 - $50,000	Interest $201 - $1,000
UBS SEP Morgan Stanley Step-Up 4%	Retirement & Pension	Self	$1,001 - $15,000	Interest $201 - $1,000
UBS SEP New York Times Co 3/15/15	Retirement & Pension	Self	$1,001 - $15,000	Interest $201 - $1,000
UBS SEP Prudential Financial Inc 10/15/18	Retirement & Pension	Self	$5,001 - $15,000	Interest $1 - $200
UBS EP - Royal Bank of Scotland	Bank & Cash	DC	$1,001 - $15,000	Interest $201 - $1,000
SPDR S&P 500 ETF(SPY)	ETFs	DC	$15,001 - $50,000	Dividends $201 - $1,000
SPDR S&P MidCap 400 ETF(MDY)	ETFs	DC	$50,001 - $100,000	Dividends $1 - $200
UBS AG Jersey 08/04/15	Other	DC	$1,001 - $15,000	Interest $201 - $1,000
Verizon PA Global NTS	Other	DC	$15,001 - $50,000	Interest $201 - $1,000
Goldman Sachs Investment Co of America	Mutual Funds	DC	$1,001 - $15,000	Dividends $1 - $200
Goldman Sachs Companies 01/10/14	Other	DC	$1,001 - $15,000	Interest $1 - $200
Invesco Constellation	Mutual Funds	DC	$1,001 - $15,000	Dividends $1 - $200
Pace Large Co Growth Equity	Mutual Funds	DC	$1,001 - $15,000	Dividends $1 - $200
American Funds Investment Co of America	Mutual Funds	DC	$1,001 - $15,000	Dividends $1 - $200
Goldman Sachs BTLT Intl Small Companies 01/14/14	Other	DC	$1,001 - $15,000	Interest $1 - $200
Invesco Constellation	Mutual Funds	DC	$1 - $1,000	Dividends $1 - $200

Liabilities (1)

Creditor	Type	Amount	Rate	Term
Congressional Federal Credit Union	other	$15,001 - $50,000	—	—

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).