GARY C. PETERS Net Worth & Financial Disclosure

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Annual financial disclosure for 2012, filed July 20, 2012. Includes 179 assets and 1 liabilities.

Year:

2025 2024 2013 2012 2011 2010 2009

Est. Net Worth

$3.4M

2012 annual disclosure

Total Assets

$1.6M - $5.4M

179 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

Stocks$865K (49)

Retirement & Pension$778K (33)

Gov. Securities$619K (36)

Other$408K (32)

ETFs$315K (4)

Mutual Funds$259K (18)

Bank & Cash$159K (6)

Insurance$75K (1)

Top Stock Holdings (from trades)

Nucor CorporationNUE

$91K

Realty Income CorporationO

NextEra Energy, Inc.NEE

$41K

All Assets (179)

Asset	Type	Owner	Value	Income
3M Co(MMM)	Stocks	Self	$15,001 - $50,000	Dividends $201 - $1,000
Abbott Labs(ABT)	Stocks	Self	$5,001 - $15,000	Dividends $201 - $1,000
Air Prod & Chemical(APD)	Stocks	Self	$1,001 - $15,000	Dividends $201 - $1,000
Allstate Corp(ALL)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
AT&T(T)	Stocks	Self	$5,001 - $15,000	Dividends $201 - $1,000
Bank of America Corp(BAC)	Stocks	Self	$15,001 - $50,000	Dividends $1 - $200
Bank of New York(BK)	Stocks	Self	$1,001 - $15,000	Dividends $201 - $1,000
Barry Cnty MI Utd Tax 4/1/23 Barry County, MI, US	Other	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	Other	Self	$50,001 - $100,000	Interest $201 - $1,000
Bristol Myers Squibb Co(BMY)	Stocks	Self	$1,001 - $15,000	Dividends $201 - $1,000
Byron Cntr MI Pub Schs 05/01/30 Byron Center, MI, US	Other	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 5/1/19 Michigan, US	Mutual Funds	Self	$1,001 - $15,000	Dividends $1,001 - $2,500
Chippewa Valley MI Schs 5/1/24 Michigan, US	Other	Self	$1,001 - $15,000	Interest $201 - $1,000
Citigroup Inc(C)	Stocks	Self	N/A	Dividends $1 - $200
Orion Charter Twp Mich 4/1/24 Orion Township, MI, US	Other	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	Self	$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 - American Funds EuroPacific Growth	Mutual Funds	Spouse	$15,001 - $50,000	Dividends $201 - $1,000
Community Foundation SE MI 403B Plan - Vanguard Index	Retirement & Pension	Spouse	$15,001 - $50,000	Dividends $2,501 - $5,000
Community Foundation SE MI - Fidelity Advisor Freedom 2020	Mutual Funds	Spouse	$1,001 - $15,000	Dividends $1,001 - $2,500
Community Foundation SE MI 403B Plan - Fidelity Advisor Freedom 2030	Retirement & Pension	Spouse	$15,001 - $50,000	Dividends
Community Foundation SE MI 403B Plan - Goldman Sachs FS Gov't	Retirement & Pension	Spouse	$15,001 - $50,000	Dividends $201 - $1,000
Community Foundation SE MI - Fidelity Advisor Freedom 2030	Mutual Funds	Spouse	$15,001 - $50,000	Dividends
Community Foundation SE MI MIP - Fidelity Advisor Freedom 2030	Retirement & Pension	Spouse	$15,001 - $50,000	Dividends $1,001 - $2,500
Community Foundation SE MI - Goldman Sachs FS Gov FST	Mutual Funds	Spouse	$1,001 - $15,000	Dividends
Conagra Food Inc(CAG)	Stocks	Spouse	$1,001 - $15,000	Dividends $201 - $1,000
Congressional Federal Credit Union CD 58882	Bank & Cash	Spouse	$1,001 - $15,000	Interest $1 - $200
Congressional Federal Credit Union CD 59109	Bank & Cash	Self	$15,001 - $50,000	Interest $201 - $1,000
Congressional Federal Credit Union CD 59106	Bank & Cash	Self	$50,001 - $100,000	Interest $201 - $1,000
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	$5,001 - $15,000	Interest $1 - $200
Congressional Federal Credit Union	Bank & Cash	Self	$1 - $1,000	Interest $1 - $200
Dearborn Mich Ser B FGIC 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 Syst 7/1/24 Detroit, MI, US	Gov. Securities	Self	$1,001 - $15,000	Interest $201 - $1,000
Detroit MI Sew Disp 5% 7/01/35 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	$15,001 - $50,000	Dividends $201 - $1,000
Duke Realty Corp New REITS(DRE)	Stocks	Self	$5,001 - $15,000	Dividends/Capital Gains $1 - $200
DuPont de Nemours(DD)	Stocks	Self	$1,001 - $15,000	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
Estri Jackson Mich Cmnty 5/1/11	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	$15,001 - $50,000	Dividends $201 - $1,000
Ecolab Inc(ECL)	Stocks	Self	$15,001 - $50,000	Dividends $201 - $1,000
El Paso Corp(EP)	Stocks	Self	N/A	Dividends/Capital Gains $1 - $200
Gen Mills Inc(GIS)	Stocks	Self	$1,001 - $15,000	Dividends $201 - $1,000
Genesee Cnty MI SWG Sys	Gov. Securities	Self	$1,001 - $15,000	Interest $201 - $1,000
Genl Electric Co(GE)	Stocks	Self	$1,001 - $15,000	Dividends $201 - $1,000
Grand Traverse Co Mich 5/1/23	Gov. Securities	Self	$50,001 - $100,000	Interest $1,001 - $2,500
Harper Crk MI Com Sch Ln	Gov. Securities	Self	N/A	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	$15,001 - $50,000	Dividends $201 - $1,000
Jackson Msh Cmnty College 4.5% 5/01/25	Gov. Securities	Self	$1,001 - $15,000	Interest $201 - $1,000
JP Morgan Chase & Co(JPM)	Stocks	Self	$5,001 - $15,000	Dividends $201 - $1,000
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
Lowell Mich Area Schs 5/1/25	Gov. Securities	Self	$1,001 - $15,000	Interest $201 - $1,000
Lowes Companies Inc(LOW)	Stocks	Self	$50,001 - $100,000	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	$50,001 - $100,000	Dividends $201 - $1,000
Merck & Co Inc(MRK)	Stocks	Self	$1,001 - $15,000	Dividends $201 - $1,000
Metlife(MET)	Stocks	Self	$1,001 - $15,000	Dividends $201 - $1,000
Metlife Annuity	Other	Self	$15,001 - $50,000	Interest $1,001 - $2,500
MI Mun Bd Au Clean Water	Gov. Securities	Self	N/A	Interest $201 - $1,000
Michigan Fin Auth 12/01/25 Michigan, US	Gov. Securities	Self	$1,001 - $15,000	Interest $201 - $1,000
Michigan Mun Bd Auth Rev 1/1/32	Gov. Securities	Self	$15,001 - $50,000	Interest $1,001 - $2,500
Michigan St Hosp Fin Auth 1/1/25	Gov. Securities	Self	$1,001 - $15,000	Interest $201 - $1,000
Michigan St Hosp Fin Auth 1/1/32	Gov. Securities	Self	$15,001 - $50,000	Interest $201 - $1,000
Michigan St Univ 08/15/27	Gov. Securities	Self	$1,001 - $15,000	Interest $201 - $1,000
Microsoft Corp(MSFT)	Stocks	Self	$1,001 - $15,000	Dividends $201 - $1,000
Monroe Cnty Mich Bldg 4/1/24	Gov. Securities	Self	$15,001 - $50,000	Interest $201 - $1,000
Nisource Inc(NI)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
North Gratiot Intercept 5/1/24	Gov. Securities	Self	$1,001 - $15,000	Interest $201 - $1,000
Northwestern Mutual Life Insurance	Insurance	Self	$50,001 - $100,000	Interest $201 - $1,000
Pall Corp(PLL)	Stocks	Self	$15,001 - $50,000	Dividends $201 - $1,000
Parchment MI Sch Dist 07 5/1/25	Gov. Securities	Self	$15,001 - $50,000	Interest $1,001 - $2,500
Pepco(POM)	Stocks	Self	$1,001 - $15,000	Dividends $201 - $1,000
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 MI CSD 5/1/17	Gov. Securities	Self	$1,001 - $15,000	Interest $201 - $1,000
Portage Mich Transp Fd 12/1/20	Gov. Securities	Self	$15,001 - $50,000	Interest $201 - $1,000
PPG Industries Inc(PPG)	Stocks	Self	$50,001 - $100,000	Dividends $201 - $1,000
Proctor & Gamble(PG)	Stocks	Self	$15,001 - $50,000	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 JM Co(SJM)	Stocks	Self	$1,001 - $15,000	Dividends $201 - $1,000
State of MI 401k - American Europacific Growth Fund	Retirement & Pension	Self	$1,001 - $15,000	Dividends $1,001 - $2,500
State of MI 401k - Dodge & Cox	Retirement & Pension	Self	$15,001 - $50,000	Dividends $5,001 - $15,000
State of MI 401k - SSGA Target Retirement 2025	Retirement & Pension	Self	$1,001 - $15,000	Dividends $1,001 - $2,500
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	$1,001 - $15,000	Dividends $1,001 - $2,500
State of MI 401k - American Fund Europacific	Retirement & Pension	Self	$1,001 - $15,000	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	Spouse	$1,001 - $15,000	Dividends $201 - $1,000
State of MI 457: SSgA S&P 500 Index	Retirement & Pension	Spouse	$1,001 - $15,000	Dividends $2,501 - $5,000
State of MI 457: SSgA S&P MidCap Index	Retirement & Pension	Spouse	$1,001 - $15,000	Dividends $2,501 - $5,000
State of MI 457: Stable Value Fund	Retirement & Pension	Spouse	$50,001 - $100,000	Dividends $201 - $1,000
Thrift Savings Plan G Fund	Gov. Securities	Spouse	$50,001 - $100,000	Dividends $1,001 - $2,500
Thrift Savings Plan F Fund	Retirement & Pension	Spouse	$100,001 - $250,000	Dividends
Thrift Savings Plan C Fund	Retirement & Pension	Spouse	$1,001 - $15,000	Dividends
UBS 401k Plus Plan: Balanced Fund	Retirement & Pension	Spouse	$1,001 - $15,000	Dividends $201 - $1,000
UBS 401k Plus Plan: US Large Cap Growth	Retirement & Pension	Spouse	$1,001 - $15,000	Dividends $201 - $1,000
UBS 401k Plus Plan: US Mid Cap Growth	Retirement & Pension	Spouse	$1,001 - $15,000	Dividends $201 - $1,000
UBS 401k Plus Plan: International Fund	Retirement & Pension	Spouse	$1,001 - $15,000	Dividends $201 - $1,000
UBS 401k Plus Plan: Stable Value Fund	Retirement & Pension	Spouse	$15,001 - $50,000	Dividends $1 - $200
UBS AG NEW 2006 ORD CHF(UBS)	Stocks	Joint	$50,001 - $100,000	Interest $1 - $200
UBS IRA: Diversified Investment Company of America	Retirement & Pension	Spouse	$1,001 - $15,000	Dividends $1 - $200
UBS IRA: Invesco Constellation	Retirement & Pension	Spouse	$1,001 - $15,000	Dividends $1 - $200
UBS SEP: Alabama Power Co 2/15/19	Other	Self	$1,001 - $15,000	Interest $201 - $1,000
UBS SEP: CIT 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 9/15/17	Other	Self	$1,001 - $15,000	Interest $201 - $1,000
UBS SEP: Bank of Amer InterNotes	Other	Self	$1,001 - $15,000	Interest $201 - $1,000
UBS SEP: Bank of Amer InterNotes	Other	Self	$1,001 - $15,000	Interest $201 - $1,000
UBS SEP: UBS Amer InterNotes 9/15/19	Other	Self	$1,001 - $15,000	Interest $201 - $1,000
UBS SEP: UBS Bk Pfd NY Branch 07/27/22	Other	Self	N/A	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: UBS Strategic Total Return	Mutual Funds	Self	$1,001 - $15,000	Dividends $201 - $1,000
UBS SEP: Carolina First Bk SC US	Other	Self	$15,001 - $50,000	Interest $1,001 - $2,500
UBS SEP: State Clarion Global Real Estate	Mutual Funds	Self	$15,001 - $50,000	Dividends $201 - $1,000
Citi Group Inc(C)	Stocks	Self	$1 - $1,000	Dividends
Citi Group Inc 5/1/13(C)	Other	Self	N/A	Interest
Citi Group Inc 5/1/14(C)	Other	Self	N/A	Interest
Citi Group Inc 5/1/15(C)	Other	Self	$1 - $1,000	Interest $1 - $200
Citi Group Inc 5/1/16(C)	Other	Self	$1 - $1,000	Interest $1 - $200
Citi Group Inc 5/1/17(C)	Other	Self	$1 - $1,000	Interest $1 - $200
Johnson & Johnson Co 2.69% 5/15/16(JNJ)	Other	Self	$15,001 - $50,000	Interest $201 - $1,000
DWS RREEF Real Estate	Mutual Funds	Self	$1 - $1,000	Dividends $1 - $200
FFCB Bond 07/08/16	Gov. Securities	Self	N/A	Interest $201 - $1,000
FFCB Bond 1.7% 12/15/14	Gov. Securities	Self	N/A	Interest $1 - $200
FHLB Bond 2.75% 7/26/17	Gov. Securities	Self	$15,001 - $50,000	Interest $201 - $1,000
FHLB Bond 3.75% 12/30/16	Gov. Securities	Self	N/A	Interest $201 - $1,000
FHLB Bond 2.35% 07/21/15	Gov. Securities	Self	N/A	Interest $201 - $1,000
PPL Capital 2.25% 02/16/16	Other	Self	N/A	Interest $1 - $200
UBS SEP	Retirement & Pension	Self	$15,001 - $50,000	Interest $201 - $1,000
UBS SEP	Retirement & Pension	Self	N/A	Interest $1 - $200
UBS SEP	Retirement & Pension	Self	$1,001 - $15,000	Interest $201 - $1,000
GE Capital Internotes 3/15/16	Gov. Securities	Self	$15,001 - $50,000	Interest $201 - $1,000
UBS SEP	Retirement & Pension	Self	$1,001 - $15,000	Interest $201 - $1,000
UBS SEP	Retirement & Pension	Self	$1,001 - $15,000	Interest $201 - $1,000
GMAC SmartNotes 3/15/16	Gov. Securities	Self	$15,001 - $50,000	Interest $201 - $1,000
UBS AG Stamford Group Inc Notes 10/1/14	Gov. Securities	Self	$1,001 - $15,000	Interest $201 - $1,000
UBS SEP	Retirement & Pension	Self	$1,001 - $15,000	Interest $201 - $1,000
UBS SEP	Retirement & Pension	Self	$15,001 - $50,000	Interest $201 - $1,000
ING Prime Rate Trust	Mutual Funds	Self	$15,001 - $50,000	Dividends $201 - $1,000
UBS SEP	Retirement & Pension	Self	$1,001 - $15,000	Interest $201 - $1,000
UBS SEP	Retirement & Pension	Self	$15,001 - $50,000	Interest $201 - $1,000
UBS UGMA 1: Columbia Funds Investment Co of America	Mutual Funds	DC	$1,001 - $15,000	Dividends $1 - $200
UBS SEP: Medical Properties Trust Inc(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: Morgan Stanley NTS 11/09/18	Other	Self	$1,001 - $15,000	Interest $201 - $1,000
UBS SEP: Morgan Stanley Step-Up 4%	Other	Self	$1,001 - $15,000	Interest $201 - $1,000
UBS SEP: New York Times Co 3/5/15	Other	Self	$1,001 - $15,000	Interest $201 - $1,000
UBS SEP: Prudential Fincl Inc 10/15/18	Other	Self	$1,001 - $15,000	Interest $1 - $200
UBS SEP: Bank of Scotland 1/15/17	Other	Self	$1,001 - $15,000	Interest $201 - $1,000
SPDR S&P 500 ETF(SPY)	ETFs	Self	$100,001 - $250,000	Dividends $201 - $1,000
UBS SEP: SPDR S&P Dividend ETF(SDY)	ETFs	Self	$15,001 - $50,000	Dividends $201 - $1,000
SPDR S&P Midcap 400 ETF(MDY)	ETFs	Self	$50,001 - $100,000	Dividends $201 - $1,000
UBS SEP: UBS AG, Jersey 08/04/15	Other	Self	$1,001 - $15,000	Interest $201 - $1,000
UBS SEP: Morgan Stanley 08/04/15	Other	Self	$1,001 - $15,000	Interest $201 - $1,000
1/15/11: AT&T Global NTS	Other	Self	N/A	Interest/Cap Gains $1 - $200
UBS UGTMA 2: Goldman Sachs Companies (01/01/14)	Mutual Funds	DC	$1,001 - $15,000	Interest $1 - $200
UBS UGTMA 1: Invesco Constellation	Mutual Funds	DC	$1,001 - $15,000	Dividends $1 - $200
UBS UGTMA 1: Pace Large Co Growth Equity	Mutual Funds	DC	$1,001 - $15,000	Dividends $1 - $200
UBS UGTMA 2: American Funds Investment Co. of America	Mutual Funds	DC	$1,001 - $15,000	Dividends $1 - $200
UBS UGTMA 2: Goldman Sachs Companies (01/01/14)	Mutual Funds	DC	$1,001 - $15,000	Interest $1 - $200
UBS UGTMA 2: Invesco Constellation	Mutual Funds	DC	$1,001 - $15,000	Dividends $1 - $200
UBS UGTMA 2: Pace Large Co Growth Equity	Mutual Funds	DC	$1,001 - $15,000	Dividends $1 - $200
Verizon Communications Inc(VZ)	Stocks	DC	$1,001 - $15,000	Dividends $201 - $1,000
Wal Mart Stores(WMT)	Stocks	DC	$1,001 - $15,000	Dividends $201 - $1,000
Warren Woods MI PS GO 5/1/22 Warren Woods, MI, US	Gov. Securities	DC	$1,001 - $15,000	Interest $201 - $1,000

Liabilities (1)

Creditor	Type	Amount	Rate	Term
UBS Mortgage	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).