Robert E. Latta
Robert E. Latta Net Worth & Financial Disclosure
houseAnnual financial disclosure for 2010, filed May 14, 2010. Includes 34 assets.
Est. Net Worth
$2.3M
2010 annual disclosure
Total Assets
$1.4M - $3.3M
34 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$926K (19)
Bank & Cash$709K (10)
Retirement & Pension$550K (2)
Stocks$75K (1)
Other$33K (1)
Gov. Securities$33K (1)
Top Stock Holdings (from trades)
All Assets (34)
| Asset | Value |
|---|---|
Fidelity Asset Manager 50% | $15,001 - $50,000 |
Fidelity Contrafund | $15,001 - $50,000 |
Fidelity Equity Income II | $100,001 - $250,000 |
Fidelity Fund | $1,001 - $15,000 |
Fidelity Growth and Income | $1,001 - $15,000 |
Fidelity Low Priced Stock | $100,001 - $250,000 |
Fidelity Puritan | $50,001 - $100,000 |
Fidelity Equity Income II | $15,001 - $50,000 |
Fidelity Value | $50,001 - $100,000 |
Fidelity Puritan | $50,001 - $100,000 |
Fidelity Blue Chip | $1,001 - $15,000 |
Fidelity Puritan | $15,001 - $50,000 |
Fidelity Puritan | $15,001 - $50,000 |
Vanguard 500 Index Fund | $50,001 - $100,000 |
| $50,001 - $100,000 | |
Refcorp Zero | $15,001 - $50,000 |
US Treasury Bonds and Notes | $15,001 - $50,000 |
Huntington National Bank account | $50,001 - $100,000 |
Huntington National Bank account | $50,001 - $100,000 |
Huntington National Bank account | $1,001 - $15,000 |
KeyBank account | $50,001 - $100,000 |
Fifth Third Bank account | $50,001 - $100,000 |
Fifth Third Bank account | $100,001 - $250,000 |
Fifth Third Bank account | $50,001 - $100,000 |
National City Bank account | $50,001 - $100,000 |
Huntington National Bank account | $50,001 - $100,000 |
Farmers and Merchants State Bank | $1 - $1,000 |
ING AIGS Total Return Portfolio SVC | $15,001 - $50,000 |
Fidelity VIP Equity Inc Port Int | $1,001 - $15,000 |
Fidelity VIP Growth Portfolio Int | $15,001 - $50,000 |
ING Index Plus MidCap Port | $1,001 - $15,000 |
ING T. Rowe Price Diver MidCap Gr | $1,001 - $15,000 |
Ohio Public Employees Retirement System - Deferred Benefits (self-directed) | $250,001 - $500,000 |
Ohio Public Employees Retirement System - Deferred Benefits (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).