Robert E. Latta
Robert E. Latta Net Worth & Financial Disclosure
houseAnnual financial disclosure for 2013, filed May 13, 2013. Includes 40 assets.
Est. Net Worth
$2.7M
2013 annual disclosure
Total Assets
$1.6M - $3.8M
40 assets
Total Liabilities
$0
0 liabilities
Total Trades
23
From PTR filings
Trade Volume
$282K
Midpoint of disclosed ranges
Net Worth Over Time
Assets by Category
Mutual Funds$1.2M (21)
Bank & Cash$810K (14)
Retirement & Pension$550K (2)
Stocks$75K (1)
Gov. Securities$41K (2)
Top Stock Holdings (from trades)
All Assets (40)
| Asset | Value |
|---|---|
Fidelity Asset Manager 50% | $50,001 - $100,000 |
Fidelity Equity Income II | $100,001 - $250,000 |
Fidelity Contrafund | $15,001 - $50,000 |
Fidelity Fund | $1,001 - $15,000 |
Fidelity Puritan | $50,001 - $100,000 |
Fidelity Low Priced Stock | $100,001 - $250,000 |
Fidelity Growth and Income | $1,001 - $15,000 |
Fidelity Equity Income II | $15,001 - $50,000 |
Fidelity Puritan | $100,001 - $250,000 |
Fidelity Value | $1,001 - $15,000 |
Fidelity Blue Chip | $1,001 - $15,000 |
Fidelity Puritan | $50,001 - $100,000 |
Fidelity Puritan | $100,001 - $250,000 |
Vanguard 500 Index Fund Admiral | $50,001 - $100,000 |
Farmers and Merchants State Bank Stock | $50,001 - $100,000 |
ING MFS Total Return Portfolio SVC | $15,001 - $50,000 |
Fidelity VIP Equity Income Portfolio | $1,001 - $15,000 |
Fidelity VIP Growth Portfolio I | $15,001 - $50,000 |
ING Index Plus MidCap Portfolio | $1,001 - $15,000 |
ING T RowePrice Dividend MidCap Growth Portfolio | $1,001 - $15,000 |
REFCORP ZERO | $1,001 - $15,000 |
US Treasury Bonds and Notes | $15,001 - $50,000 |
Huntington National Bank | $50,001 - $100,000 |
Huntington National Bank | $100,001 - $250,000 |
Fifth Third Bank account | $15,001 - $50,000 |
Fifth Third Bank account | $50,001 - $100,000 |
Fifth Third Bank account | $15,001 - $50,000 |
Fifth Third Bank account | $15,001 - $50,000 |
Fifth Third Bank account | $15,001 - $50,000 |
Fifth Third Bank account | $15,001 - $50,000 |
Farmers and Merchants State Bank account | $50,001 - $100,000 |
Farmers and Merchants State Bank account | $15,001 - $50,000 |
First Federal Bank account | $50,001 - $100,000 |
First Federal Bank account | $15,001 - $50,000 |
PNC Bank account | $15,001 - $50,000 |
PNC Bank account | $50,001 - $100,000 |
Ohio Public Employees Retirement System - deferred Retirement System benefits plan (not self-directed) | $100,001 - $250,000 |
Ohio Public Employees Retirement System - deferred Retirement System benefits plan (not self-directed) | $250,001 - $500,000 |
Fidelity Freedom 2020 | $1,001 - $15,000 |
Fidelity Freedom 2025 | $1,001 - $15,000 |
Trading Sector Allocation (from PTR trades)
Financial Services$218K
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).