Robert E. Latta
Robert E. Latta Net Worth & Financial Disclosure
houseAnnual financial disclosure for 2011, filed May 16, 2011. Includes 37 assets.
Est. Net Worth
$2.8M
2011 annual disclosure
Total Assets
$1.5M - $4.1M
37 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$1.1M (20)
Bank & Cash$925K (12)
Retirement & Pension$550K (2)
Stocks$75K (1)
Gov. Securities$75K (1)
Other$33K (1)
Top Stock Holdings (from trades)
All Assets (37)
| 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 | $50,001 - $250,000 |
Fidelity Value | $1,001 - $15,000 |
Fidelity Blue Chip | $1,001 - $15,000 |
Fidelity Puritan | $50,001 - $250,000 |
Fidelity Puritan | $50,001 - $250,000 |
Vanguard 500 Index Fund Admiral Shares | N/A |
Vanguard 500 Index Fund Investor Shares | N/A |
Farmers and Merchants State Bank, Inc. Stock | $50,001 - $100,000 |
VIG MFS Total Return Portfolio | $15,001 - $50,000 |
Fidelity VIP Equity Income Port I | $1,001 - $15,000 |
Fidelity VIP Growth Portfolio I | $15,001 - $50,000 |
Invesco Plus MidCap Portfolio | $1,001 - $15,000 |
ING T RowePr Dvrsd MdCp Gr | $1,001 - $15,000 |
RECORP ZERO | $15,001 - $50,000 |
US Treasury Bonds and Notes | $50,001 - $100,000 |
Huntington National Bank account | $1,001 - $15,000 |
Huntington National Bank account | $50,001 - $100,000 |
Huntington National Bank account | $100,001 - $250,000 |
Huntington National Bank account | $50,001 - $100,000 |
Fifth Third Bank Account | $50,001 - $100,000 |
Fifth Third Bank Account | $50,001 - $100,000 |
Fifth Third Bank Account | $50,001 - $100,000 |
KeyBank account (closed) | $100,001 - $250,000 |
PNC Bank NA (National City Bank) account | $100,001 - $250,000 |
Farmers and Merchants State Bank account | $1 - $1,000 |
Ohio Public Employees Retirement System - deferred benefits plan not self-directed | $250,001 - $500,000 |
Ohio Public Employees Retirement System - deferred | $100,001 - $250,000 |
Huntington National Bank | $1,001 - $15,000 |
Huntington National Bank | $1,001 - $15,000 |
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).