Phil Gingrey
Phil Gingrey Net Worth & Financial Disclosure
houseAnnual financial disclosure for 2010, filed July 16, 2010. Includes 39 assets and 4 liabilities.
Est. Net Worth
$7.3M
2010 annual disclosure
Total Assets
$4.5M - $12.7M
39 assets
Total Liabilities
$865K - $1.8M
4 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$3.9M (3)
Other$2.1M (4)
Mutual Funds$1.8M (16)
Stocks$562K (14)
Bank & Cash$175K (1)
LLC / Partnership$75K (1)
Top Stock Holdings (from trades)
All Assets (39)
| Asset | Value |
|---|---|
American Balanced Fund | $100,001 - $250,000 |
| $15,001 - $50,000 | |
Bank of Ellijay Stock | $15,001 - $50,000 |
| $15,001 - $50,000 | |
Calamos Growth & Income Fund | $100,001 - $250,000 |
Calvert Income Fund | $100,001 - $250,000 |
Champ Investment Trust Athens, GA, US | $500,001 - $1,000,000 |
Champ Investment Trust Atlanta, GA, US | $100,001 - $250,000 |
Champ Investment Trust Marietta, GA, US | $500,001 - $1,000,000 |
Champ Investment Trust Auburn, AL, US | $250,001 - $500,000 |
| $50,001 - $100,000 | |
| $1,001 - $15,000 | |
| $50,001 - $100,000 | |
| $50,001 - $100,000 | |
Columbia Value and Restructuring Fund A | $50,001 - $100,000 |
Community Bank of the South Stock | $15,001 - $50,000 |
Davis New York Venture Fund | $100,001 - $250,000 |
| $15,001 - $50,000 | |
DWS Global Thematic Fund | $50,001 - $100,000 |
Eaton Vance Worldwide Health Sciences Fund | $15,001 - $50,000 |
| N/A | |
FPA New Income | $100,001 - $250,000 |
Franklin Income Fund | $100,001 - $250,000 |
| $1,001 - $15,000 | |
Income Fund of America | $50,001 - $100,000 |
Index Great Companies America Fund | $15,001 - $50,000 |
Loomis Sayles Bond Fund | $100,001 - $250,000 |
Marietta Outpatient Surgery, LTD | $50,001 - $100,000 |
Metropolitan West Total Return Bond Fund | $50,001 - $100,000 |
North Carolina Ave, SE Washington, DC, US | $500,001 - $1,000,000 |
Old Hwy 5 Canton, GA, US | $100,001 - $250,000 |
Pershing Government Account | $100,001 - $250,000 |
| $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 |
West Cobb Properties Dallas, Marietta, GA, US | $1,000,001 - $5,000,000 |
Westside Bank Stock | $50,001 - $100,000 |
Liabilities (4)
| Creditor | Type | Amount |
|---|---|---|
| Wells Fargo Home Mortgage | mortgage | $500,001 - $1,000,000 |
| Citibank Commercial Real Estate, San Francisco, CA | mortgage | $15,001 - $50,000 |
| FDIC | other | $100,001 - $250,000 |
| Community Bank of the South, Marietta, GA | mortgage | $250,001 - $500,000 |
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).