Katy L. Stamper Net Worth & Financial Disclosure

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Annual financial disclosure for 2024, filed May 9, 2024. Includes 23 assets and 2 liabilities.

Year:

2024

Est. Net Worth

$463K

2024 annual disclosure

Total Assets

$286K - $815K

23 assets

Total Liabilities

$60K - $115K

2 liabilities

Total Trades

From PTR filings

Trade Volume

N/A

Midpoint of disclosed ranges

Assets by Category

Real Estate$225K (3)

LLC / Partnership$130K (6)

Other$83K (3)

ETFs$56K (7)

Retirement & Pension$33K (1)

Mutual Funds$16K (2)

Stocks$8K (1)

All Assets (23)

Asset	Type	Owner	Value	Income
Advanta Inherited IRA ⇒ Cash	Retirement & Pension	Self	$15,001 - $50,000	None
Advanta Inherited IRA ⇒ Rental Property Carrollton/Carroll, GA, US	Real Estate	Self	$50,001 - $100,000	Tax-Deferred
Bullock Habersham Partners, LLC Atlanta, Fulton, GA, US	LLC / Partnership	Self	$15,001 - $50,000	Distribution $201 - $1,000
Cooper Lake Partners, LLC Atlanta, Fulton, GA, US	LLC / Partnership	Self	$15,001 - $50,000	Distributions $201 - $1,000
English Oaks Partners, LLC Atlanta, Fulton, GA, US	LLC / Partnership	Self	$15,001 - $50,000	Distributions $201 - $1,000
Estate of Relative	Other	Self	N/A	Unknown $1,001 - $2,500
Katy L. Stamper, L.L.C. Woodstock Cherokee, GA, US	LLC / Partnership	Self	N/A	Distributions
Laura Investments, L.L.C. Carrollton, Carroll, GA, US	Real Estate	Self	$50,001 - $100,000	Rent $1,001 - $2,500
Peachtree Trace Partners, LLC Atlanta, Fulton, GA, US	LLC / Partnership	Self	$15,001 - $50,000	Distributions $201 - $1,000
Schwab Inherited IRA ⇒ iShares Gold Trust(IAU)	Stocks	Self	$1,001 - $15,000	Tax-Deferred
Schwab Inherited IRA ⇒ Schwab Fundamental International Large Company Index ETF(FNDF)	ETFs	Self	$1,001 - $15,000	Tax-Deferred
Schwab Inherited IRA ⇒ Schwab Intermediate-Term U.S. Treasury ETF(SCHR)	ETFs	Self	$1,001 - $15,000	Tax-Deferred
Schwab Inherited IRA ⇒ Schwab U.S. Large-Cap ETF(SCHX)	ETFs	Self	$1,001 - $15,000	Tax-Deferred
Schwab Inherited IRA ⇒ Schwab U.S. Small-Cap ETF(SCHA)	ETFs	Self	$1,001 - $15,000	Tax-Deferred
Schwab Inherited IRA ⇒ SPDR Bloomberg Emerging Markets Local Bond ETF(EBND)	ETFs	Self	$1,001 - $15,000	Tax-Deferred
Schwab Inherited IRA ⇒ Truist Finl Corp(TFC)	Other	Self	$1,001 - $15,000	Tax-Deferred
Schwab Inherited IRA ⇒ Vanguard FTSE Developed Markets ETF(VEA)	ETFs	Self	$1,001 - $15,000	Tax-Deferred
Student Loan Forgiven	Other	Self	$50,001 - $100,000	Loan Forgiven
Tyger River Media, L.L.C. Woodstock, GA, US	LLC / Partnership	Self	N/A	None
Undeveloped Acre of Land Woodstock Cherokee, GA, US	Real Estate	Self	$50,001 - $100,000	None
Vanguard Inherited IRA ⇒ Vanguard Primecap Fund(VPMCX)	Mutual Funds	Self	$1,001 - $15,000	Tax-Deferred
Vanguard Inherited IRA ⇒ Vanguard Specialized Portfolios Health Care Fund(VGHCX)	Mutual Funds	Self	$1,001 - $15,000	Tax-Deferred
Vanguard Inherited IRA ⇒ Vanguard Total Stock Market ETF(VTI)	ETFs	Self	$1,001 - $15,000	Tax-Deferred

Liabilities (2)

Creditor	Type	Amount	Rate	Term
Northside Hospital	other	$10,000 - $15,000	—	—
Mohela	student loan	$50,001 - $100,000	—	—

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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).