Phil Gingrey
Phil Gingrey Net Worth & Financial Disclosure
houseAnnual financial disclosure for 2013, filed August 13, 2013. Includes 34 assets and 7 liabilities.
Est. Net Worth
$4.4M
2013 annual disclosure
Total Assets
$3.6M - $8M
34 assets
Total Liabilities
$930K - $1.9M
7 liabilities
Total Trades
35
From PTR filings
Trade Volume
$2.8M
Midpoint of disclosed ranges
Net Worth Over Time
Show data table
| Period | Est. net worth |
|---|---|
| 2008 | $250K |
| 2008 | $7.1M |
| 2009 | $6.9M |
| 2010 | $7.3M |
| 2011 | $7.3M |
| 2012 | $4.9M |
| 2013 | $33K |
| 2013 | $4.4M |
Assets by Category
Real Estate$3.1M (7)
Mutual Funds$1.6M (15)
Stocks$364K (7)
LLC / Partnership$350K (2)
Other$175K (1)
Bank & Cash$175K (1)
ETFs$75K (1)
Top Stock Holdings (from trades)
All Assets (34)
| Asset | Value |
|---|---|
American Balanced Fund | $100,001 - $250,000 |
Famos Growth & Income Fund | $50,001 - $100,000 |
Calvert Income Fund | $100,001 - $250,000 |
Calvert Ultra Short Income Fund A | $50,001 - $100,000 |
Champ Investment Trust Church Street, Marietta, GA, US | $500,001 - $1,000,000 |
Gingrey Investment LLC Adrian Place, Atlanta, GA, US | $100,001 - $250,000 |
Champ Investment Trust (Alexander Street, Marietta, GA) Marietta, GA, US | $100,001 - $250,000 |
Champ Investment Trust (Courtyard Street, Auburn, AL) Auburn, AL, US | $250,001 - $500,000 |
Champ Investment Trust (Kennesaw Ave, Marietta, GA) Marietta, GA, US | $50,001 - $100,000 |
| $100,001 - $250,000 | |
| $1,001 - $15,000 | |
| $50,001 - $100,000 | |
Columbia Income Builder Fund | $100,001 - $250,000 |
Community Bank of the South Stock | $15,001 - $50,000 |
FPA New Income | $50,001 - $100,000 |
Franklin Income Fund | $100,001 - $250,000 |
| $1,001 - $15,000 | |
Income Fund of America | $100,001 - $250,000 |
Index Great Companies American Fund | $15,001 - $50,000 |
Loomis Sayles Bond Fund | $100,001 - $250,000 |
Marietta Outpatient Surgery, LTD | $100,001 - $250,000 |
Nationwide Investor West Total Return Bond Fund | $50,001 - $100,000 |
North Carolina Ave, SE Washington, DC, US | $500,001 - $1,000,000 |
Note receivable from Graystone Classics, Montview Investors Atlanta, GA, US | $100,001 - $250,000 |
Old Hwy 5 Canton, GA, US | $100,001 - $250,000 |
Pershing Government Account | $100,001 - $250,000 |
PIMCO Exchange Traded Fund | $50,001 - $100,000 |
Schwab Money Market Fund | $1,001 - $15,000 |
Vanguard Healthcare Fund | $50,001 - $100,000 |
Victory Fund for Income | $50,001 - $100,000 |
| $15,001 - $50,000 | |
Wells Fargo Advantage Growth Fund | $50,001 - $100,000 |
West Cobb Properties Dallas Hwy, Marietta, GA, US | $500,001 - $1,000,000 |
Westside Bank Stock | $15,001 - $50,000 |
Liabilities (7)
| Creditor | Type | Amount |
|---|---|---|
| FDIC | other | $15,001 - $50,000 |
| Wells Fargo Home Mortgage | mortgage | $250,001 - $500,000 |
| United Community Bank - Marietta, GA | line of credit | $250,001 - $500,000 |
| Community Bank of the South, Marietta, GA | mortgage | $250,001 - $500,000 |
| SunTrust | mortgage | $100,001 - $250,000 |
| Citibank Commercial Real Estate, San Francisco, CA | mortgage | $15,001 - $50,000 |
| Bank of North Georgia | mortgage | $50,001 - $100,000 |
Trading Sector Allocation (from PTR trades)
Industrials$33K
Technology$8K
Communication Services$8K
Healthcare$8K
Financial Services$41K
Consumer Cyclical$33K
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).