Rob Portman
Rob Portman Net Worth & Financial Disclosure
senateAnnual financial disclosure for 2022, filed May 3, 2023. Includes 93 assets and 4 liabilities.
Year:
Est. Net Worth
$3M
2022 annual disclosure
Total Assets
$9.9M - $33.3M
93 assets
Total Liabilities
$6.4M - $30.8M
4 liabilities
Total Trades
9
From PTR filings
Trade Volume
$1.2M
Midpoint of disclosed ranges
Assets by Category
Other$9.8M (80)
Bank & Cash$258K (3)
Top Stock Holdings (from trades)
All Assets (93)
| Asset | Value |
|---|---|
| $100,001 - $250,000 | |
| $250,001 - $500,000 | |
VMLUX - Vanguard Ltd-Term Tx-Ex Adm | $500,001 - $1,000,000 |
VOHIX-Vanguard OH Long-Term Tax-Exempt (NASDAQ) | $250,001 - $500,000 |
| $15,001 - $50,000 | |
| $15,001 - $50,000 | |
| $15,001 - $50,000 | |
| $15,001 - $50,000 | |
| $50,001 - $100,000 | |
| N/A | |
| $1,000,001 - $5,000,000 | |
SDY-SPDR S&P Dividend ETF | $50,001 - $100,000 |
VYM-Vanguard High Dividend Yield Indx ETF | $50,001 - $100,000 |
IJH-iShares Core S&P Mid-Cap (NYSEArca) | $250,001 - $500,000 |
BDFIX-Baron Discovery Institutional | $50,001 - $100,000 |
| $50,001 - $100,000 | |
| $50,001 - $100,000 | |
| $100,001 - $250,000 | |
GTEYX-Gateway Y (NASDAQ) | $15,001 - $50,000 |
| $15,001 - $50,000 | |
GPGIX-Grandeur Peak Global Opportunities Instl (NASDAQ) | $50,001 - $100,000 |
| N/A | |
| $50,001 - $100,000 | |
| $100,001 - $250,000 | |
| $1,001 - $15,000 | |
| $100,001 - $250,000 | |
WCMIX-WCM Focused International Growth Instl | $100,001 - $250,000 |
| $100,001 - $250,000 | |
| $15,001 - $50,000 | |
| $15,001 - $50,000 | |
| $15,001 - $50,000 | |
FIGXX - Fidelity Institutional Money Market PT | $1,001 - $15,000 |
VFIDX-Vanguard Interm-Term Investment-Grde Adm (NASDAQ) | $50,001 - $100,000 |
| $1,001 - $15,000 | |
| $1,001 - $15,000 | |
| $1,001 - $15,000 | |
| $1,001 - $15,000 | |
| $100,001 - $250,000 | |
| $15,001 - $50,000 | |
| $15,001 - $50,000 | |
| $15,001 - $50,000 | |
| $15,001 - $50,000 | |
| $1,001 - $15,000 | |
| $1,001 - $15,000 | |
| $1,001 - $15,000 | |
DFIEX-DFA International Core Equity I | $15,001 - $50,000 |
GVI-iShares Intm Government/Credit Bond | $15,001 - $50,000 |
| $1,001 - $15,000 | |
| $50,001 - $100,000 | |
Fifth Third Bank Cincinnati, Ohio | $50,001 - $100,000 |
Fifth Third Bank Cincinnati, Ohio | $100,001 - $250,000 |
Mason Street Advisors | N/A |
US Bank Cincinnati, Ohio | $1,001 - $15,000 |
VMLUX-Vanguard Ltd-Term Tx-Ex Adm (NASDAQ) | $100,001 - $250,000 |
| $50,001 - $100,000 | |
| $15,001 - $50,000 | |
| $1,001 - $15,000 | |
SPY-SPDR S&P 500 | $500,001 - $1,000,000 |
SDY-SPDR S&P Dividend ETF | $15,001 - $50,000 |
| $15,001 - $50,000 | |
| $15,001 - $50,000 | |
| $100,001 - $250,000 | |
| $15,001 - $50,000 | |
BDFIX-Baron Discovery Institutional | $15,001 - $50,000 |
DFSTX-DFA US Small Cap I (NASDAQ) | $50,001 - $100,000 |
| $15,001 - $50,000 | |
| $15,001 - $50,000 | |
TSEMX-Touchstone Sands Cptl Emerg Mkts Gr Y | $15,001 - $50,000 |
| $15,001 - $50,000 | |
| $15,001 - $50,000 | |
| $15,001 - $50,000 | |
| N/A | |
| $50,001 - $100,000 | |
| $100,001 - $250,000 | |
DFIEX-DFA International Core Equity I | $100,001 - $250,000 |
| $15,001 - $50,000 | |
WCMIX-WCM Focused International Growth Instl | $100,001 - $250,000 |
| $15,001 - $50,000 | |
| $15,001 - $50,000 | |
Member Interest in Peavler, LLC Peavler, LLC (Erlanger, Kentucky) | N/A |
Member Interest in Lebanon House, Inc. Lebanon House, Inc. (Cincinnati, OH) | N/A |
Member Interest in Shaker Properties, Ltd Shaker Properties, Ltd (Cincinnati, Ohio) | N/A |
Member Interest in Turkey Bottom Farm LLC Turkey Bottom Farm LLC (Oregonia, Ohio) | N/A |
Liabilities (4)
| Creditor | Type | Amount |
|---|---|---|
| LCNB National Bank Lebanon, OH | other | $100,001 - $250,000 |
| LCNB National Bank Lebanon, OH | mortgage | $1,000,001 - $5,000,000 |
| Fifth Third Bank Cincinnati, OH | mortgage | $250,001 - $500,000 |
| LCNB National Bank Lebanon, Ohio | other | $5,000,001 - $25,000,000 |
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).