Robert E. Latta
Robert E. Latta Net Worth & Financial Disclosure
houseAnnual financial disclosure for 2012, filed May 15, 2012. Includes 39 assets.
Est. Net Worth
$2.9M
2012 annual disclosure
Total Assets
$1.7M - $4.1M
39 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$1.2M (19)
Bank & Cash$908K (16)
Retirement & Pension$750K (2)
Stocks$33K (1)
Gov. Securities$33K (1)
Top Stock Holdings (from trades)
All Assets (39)
| Asset | Value |
|---|---|
Fidelity Asset Manager 50% | $50,001 - $100,000 |
Fidelity Equity Income II | $100,001 - $250,000 |
Fidelity Contrafund | $5,001 - $15,000 |
Fidelity Fund | $1,001 - $15,000 |
Fidelity Puritan | $50,001 - $100,000 |
Fidelity Low Priced Stock | $100,001 - $250,000 |
ING Tower Prdsc MdCp Gr Pt I | $1,001 - $15,000 |
ING Index Plus MidCap Portfolio | $1,001 - $15,000 |
Fidelity VIP Growth Portfolio I | $15,001 - $50,000 |
Fidelity VIP Equity Income Port I | $1,001 - $15,000 |
VMC MFS Total Return Portfolio Service | $50,001 - $100,000 |
Farmers and Merchants State Bank, Inc. Stock | $15,001 - $50,000 |
Vanguard 500 Index Fund Admiral Shares | $100,001 - $250,000 |
Fidelity Puritan | $15,001 - $50,000 |
Fidelity Puritan | $50,001 - $100,000 |
Fidelity Blue Chip | $1,001 - $15,000 |
Fidelity Value | $1,001 - $15,000 |
Fidelity Puritan | $100,001 - $250,000 |
Fidelity Equity Income II | $15,001 - $50,000 |
Fidelity Growth and Income | $1,001 - $15,000 |
Record Zero | $15,001 - $50,000 |
US Treasury Bonds and Notes | $15,001 - $50,000 |
Huntington National Bank Account | $100,001 - $250,000 |
Huntington National Bank Account | $50,001 - $100,000 |
Huntington National Bank Account | $100,001 - $250,000 |
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 | $50,001 - $100,000 |
Fifth Third Bank Account | $15,001 - $50,000 |
Farmers and Merchants State Bank Account | $15,001 - $50,000 |
Farmers and Merchants State Bank Account | $50,001 - $100,000 |
First Federal Bank Account | $15,001 - $50,000 |
First Federal Bank account | $15,001 - $50,000 |
PNC Bank account | $15,001 - $50,000 |
PNC Bank account | $15,001 - $50,000 |
Huntington National Bank account | $1,001 - $15,000 |
Ohio Public Employees Retirement System - defined benefits plan (not self-directed) Ohio, US | $250,001 - $500,000 |
Ohio Police & Fire Retirement System - defined benefits plan (not self-directed) Ohio, US | $250,001 - $500,000 |
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).