Marlin A. Stutzman Net Worth & Financial Disclosure

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Annual financial disclosure for 2013, filed August 13, 2013. Includes 21 assets and 8 liabilities.

Year:

2013 2012 2011

Est. Net Worth

-$910K

2013 annual disclosure

Total Assets

$381K - $865K

21 assets

Total Liabilities

$965K - $2.1M

8 liabilities

Total Trades

From PTR filings

Trade Volume

N/A

Midpoint of disclosed ranges

Net Worth Over Time

Show data table

Period	Est. net worth
2011	$123K
2011	-$84K
2012	$3.2M
2012	-$353K
2012	-$409K
2013	$658K
2013	-$910K

Assets by Category

Real Estate$375K (1)

Bank & Cash$175K (3)

Other$33K (4)

Mutual Funds$33K (6)

Stocks$8K (1)

ETFs$0 (2)

Retirement & Pension$0 (4)

All Assets (21)

Asset	Type	Owner	Value	Income
College Indiana Indiana, US	Other	Self	$15,001 - $50,000	None
Charles Schwab	Bank & Cash	Self	$100,001 - $250,000	Capital Gains $5,001 - $15,000
Stutzman Farm Indiana, US	Real Estate	Self	$250,001 - $500,000	Rent $50,001 - $100,000
Fidelity VIP MidCap	Mutual Funds	Self	$15,001 - $50,000	Dividends $201 - $1,000
Ford Motor Company(F)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Gold Investment	Other	Spouse	N/A	None
Silver Investment	Other	Spouse	N/A	None
Fund Agreement Investment	Other	Spouse	N/A	None
Northwestern Mutual Fund	Mutual Funds	Spouse	N/A	Dividends
S&P 500 Index Fund	Mutual Funds	Self	N/A	Dividends
iShares S&P SmallCap	ETFs	Self	N/A	Dividends
Bond Fund	Mutual Funds	Self	N/A	Interest
iShares Core S&P	ETFs	Self	N/A	Dividends
Fidelity International Index Fund	Mutual Funds	Self	N/A	Dividends
Fidelity Capital	Mutual Funds	Self	N/A	Dividends
Roth IRA - Select	Retirement & Pension	Self	N/A	Tax-Deferred
RBC IRA - Select	Retirement & Pension	Self	N/A	Tax-Deferred
Health Savings Account	Retirement & Pension	Self	N/A	Tax-Deferred
Health Savings Plans	Retirement & Pension	Self	N/A	Tax-Deferred
Federal Savings Bank	Bank & Cash	Joint	N/A	Interest
Bank of Bird-in-Hand	Bank & Cash	Joint	N/A	Interest

Liabilities (8)

Creditor	Type	Amount	Rate	Term
John Deere Financial	other	$50,001 - $100,000	—	—
Indiana FFB	other	$15,001 - $50,000	—	—
Midwest Ag Finance	other	$100,001 - $250,000	—	—
Wells Fargo Bank	mortgage	$100,001 - $250,000	—	—
Fifth Third Mortgage	mortgage	$500,001 - $1,000,000	—	—
Fairbanks, Wilmington, DE	mortgage	$100,001 - $250,000	—	—
Ditech Financial	mortgage	$50,001 - $100,000	—	—
Wells Fargo Bank	other	$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).