Robert E. Latta
Robert E. Latta Net Worth & Financial Disclosure
houseAnnual financial disclosure for 2008, filed May 12, 2008. Includes 25 assets.
Est. Net Worth
$1.4M
2008 annual disclosure
Total Assets
$762K - $2.1M
25 assets
Total Liabilities
$0
0 liabilities
Total Trades
26
From PTR filings
Trade Volume
$331K
Midpoint of disclosed ranges
Net Worth Over Time
Show data table
| Period | Est. net worth |
|---|---|
| 2008 | $1.4M |
| 2009 | $1.7M |
| 2010 | $2.3M |
| 2011 | $2.8M |
| 2012 | $2.9M |
| 2013 | $2.7M |
Assets by Category
Mutual Funds$836K (17)
Retirement & Pension$350K (2)
Bank & Cash$175K (2)
Gov. Securities$65K (3)
Stocks$8K (1)
Top Stock Holdings (from trades)
All Assets (25)
| Asset | Value |
|---|---|
Fidelity Asset Manager 50% | $50,001 - $100,000 |
Fidelity Blue Chip Growth | $1,001 - $15,000 |
Fidelity Contrafund | $15,001 - $50,000 |
Fidelity Equity Income I | $50,001 - $250,000 |
Fidelity Equity Income II | $15,001 - $50,000 |
Fidelity Fund | $1,001 - $15,000 |
Fidelity Growth and Income | $1,001 - $15,000 |
Fidelity Low Priced Stock | $100,001 - $250,000 |
Fidelity Puritan | $15,001 - $50,000 |
Fidelity Puritan | $50,001 - $100,000 |
Fidelity Puritan | $15,001 - $50,000 |
Fidelity VIP Equity Income Portfolio - Initial | $1,001 - $15,000 |
Fidelity VIP Growth Portfolio - Initial | $15,001 - $50,000 |
FirstMerit Bank Wayne, Ohio, US | N/A |
Huntington National Bank (fka Sky Bank) Bowling Green, Ohio, US | $100,001 - $250,000 |
ING MFS Total Return Portfolio | $50,001 - $100,000 |
ING T Rowe Price Diver Mid Cap GR-I | $1,001 - $15,000 |
ING Index Plus Midcap Portfolio-I | $1,001 - $15,000 |
Manor Care Inc. Toledo, Ohio, US | $1,001 - $15,000 |
Ohio Public Employees Retirement System - Deferred Retirement, Self-Directed Ohio, US | $100,001 - $250,000 |
Ohio Public Employees Retirement System - Deferred Retirement, Self-Directed Ohio, US | $100,001 - $250,000 |
Refcorp Zero | $15,001 - $50,000 |
Resolution Funding Corporation | N/A |
United States Treasury Bonds and Notes US | $15,001 - $50,000 |
Vanguard 500 Index Fund | $50,001 - $100,000 |
Trading Sector Allocation (from PTR trades)
Financial Services$266K
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).