Phil Gingrey
Phil Gingrey Net Worth & Financial Disclosure
houseAnnual financial disclosure for 2009, filed June 26, 2009. Includes 40 assets and 6 liabilities.
Est. Net Worth
$6.9M
2009 annual disclosure
Total Assets
$4.1M - $11.8M
40 assets
Total Liabilities
$640K - $1.4M
6 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$5.5M (7)
Mutual Funds$1.6M (17)
Stocks$723K (15)
LLC / Partnership$175K (1)
Top Stock Holdings (from trades)
All Assets (40)
| Asset | Value |
|---|---|
American Balanced Fund | $50,001 - $100,000 |
| $50,001 - $100,000 | |
Bank of Ellijay Stock | $50,001 - $100,000 |
BG Properties - Adrian Place Atlanta, GA, US | $100,001 - $250,000 |
BG Properties - Old Hwy 5 Canton, GA, US | $15,001 - $50,000 |
| $15,001 - $50,000 | |
Calamos Growth & Income Fund | $100,001 - $250,000 |
Calvert Income Fund | $50,001 - $100,000 |
Church Street Properties Mableton, GA, US | $500,001 - $1,000,000 |
| $15,001 - $50,000 | |
| $50,001 - $100,000 | |
Columbia Value and Restructuring Class A | $50,001 - $100,000 |
Community Bank of the South Stock | $50,001 - $100,000 |
Courtyard Properties Auburn, AL, US | $250,001 - $500,000 |
Davis New York Venture Fund | $100,001 - $250,000 |
| $100,001 - $250,000 | |
DWS Global Thematic Fund | $15,001 - $50,000 |
Eaton Vance Worldwide Health Sciences Fund | $50,001 - $100,000 |
| $1,001 - $15,000 | |
Ener1 Stock | $1,001 - $15,000 |
Federated Capital Reserves | $100,001 - $250,000 |
FPA New Income | $100,001 - $250,000 |
Franklin Income Fund | $100,001 - $250,000 |
GMB Properties (Alexander Street, Marietta, GA) Marietta, GA, US | $250,001 - $500,000 |
| $1,001 - $15,000 | |
Income Fund of America | $15,001 - $50,000 |
Index Great Companies America Fund | $50,001 - $100,000 |
Liberty Media Holding Corp. | $1 - $1,000 |
Liberty Media Holding Corp. Interactive Stock | $1 - $1,000 |
Loomis Sayles Bond Fund | $5,001 - $10,000 |
Marietta Outpatient Surgery, LTD | $100,001 - $250,000 |
Metropolitan West Total Return Bond | $15,001 - $50,000 |
North Carolina Ave, SE, Washington, DC Washington, DC, US | $500,001 - $1,000,000 |
| $50,001 - $100,000 | |
Schwab Money Market Fund | $1,001 - $15,000 |
Vanguard Healthcare Fund | $15,001 - $50,000 |
| $1,001 - $15,000 | |
Wells Fargo Advantage Government | $100,001 - $250,000 |
Gingrey Properties Dallas Hwy, Marietta, GA, US | $1,000,001 - $5,000,000 |
Westside Bank Stock | $50,001 - $100,000 |
Liabilities (6)
| Creditor | Type | Amount |
|---|---|---|
| United Community Bank, Marietta, GA | line of credit | $15,001 - $50,000 |
| Silverton Bank, Atlanta, GA | other | $100,001 - $250,000 |
| Acadia Federal Savings & Loan, Falls Church, VA | mortgage | $250,001 - $500,000 |
| Community Bank of the South, Marietta, GA | mortgage | $250,001 - $500,000 |
| United Community Bank, Marietta, GA | line of credit | $10,001 - $15,000 |
| Citibank Commercial Real Estate, San Francisco, CA | mortgage | $15,001 - $50,000 |
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).