Robert E. Latta
Robert E. Latta Net Worth & Financial Disclosure
houseAnnual financial disclosure for 2009, filed May 13, 2009. Includes 35 assets.
Est. Net Worth
$1.7M
2009 annual disclosure
Total Assets
$994K - $2.4M
35 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$652K (19)
Retirement & Pension$550K (2)
Bank & Cash$360K (11)
Stocks$50K (1)
Other$33K (1)
Gov. Securities$33K (1)
Top Stock Holdings (from trades)
All Assets (35)
| Asset | Value |
|---|---|
Fidelity Asset Manager 50% | $15,001 - $50,000 |
Fidelity Contrafund | $50,001 - $100,000 |
Fidelity Equity Income II | $50,001 - $100,000 |
Fidelity Fund | $1,001 - $15,000 |
Fidelity Puritan | $15,001 - $50,000 |
Fidelity Low Priced Stock | $50,001 - $100,000 |
Fidelity Growth and Income | $1,001 - $15,000 |
Fidelity Equity Income II | $15,001 - $50,000 |
Fidelity Puritan | $50,001 - $100,000 |
Fidelity Value | $1,001 - $15,000 |
Fidelity Blue Chip Growth | $1,001 - $15,000 |
Fidelity Puritan | $15,001 - $50,000 |
Fidelity Puritan | $50,001 - $100,000 |
Vanguard 500 Index Fund | $50,001 - $100,000 |
| $50,000 - $50,000 | |
Retcorp Zero | $15,001 - $50,000 |
United States Treasury Bonds and Notes | $15,001 - $50,000 |
Huntington National Bank | $50,001 - $100,000 |
Huntington National Bank | $10,001 - $50,000 |
Huntington National Bank | $50,001 - $100,000 |
Huntington National Bank | $1,001 - $15,000 |
Huntington National Bank hma | $1,001 - $15,000 |
Huntington National Bank cda | $1,001 - $15,000 |
Huntington National Bank dda | $1,001 - $15,000 |
Huntington National Bank dda | $1,001 - $15,000 |
KeyBank cda | $15,001 - $50,000 |
KeyBank cda | $15,001 - $50,000 |
KeyBank cd | $50,001 - $100,000 |
ING MFS Total Return Portfolio | $1,001 - $15,000 |
Fidelity VIP Equity-Income Portfolio - Initial | $1,001 - $15,000 |
Fidelity VIP Growth Portfolio - Initial | $1,001 - $15,000 |
ING VP Index Plus MidCap | $1,001 - $15,000 |
ING T Rowe Price Diversified Mid Cap | $1,001 - $15,000 |
Ohio Public Employees Retirement System - deferred benefits plan (not self-directed) | $250,001 - $500,000 |
Ohio Public Employees Retirement System - deferred benefits plan (not self-directed) | $100,001 - $250,000 |
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).