Ed Perlmutter: net worth, assets and stock trades

Ed Perlmutter in short

What is Ed Perlmutter's net worth?

Based on the 2023 financial disclosure report (filed January 26, 2023), Ed Perlmutter's net worth was between -$225,000 and $803,000, with a middle estimate of $289,000. The report lists 45 assets worth $275,000 to $1.1 million and 1 liabilities of $250,000 to $500,000. Values are filed as ranges, so net worth is a range. As reported, the figures leave out the personal home.

What stocks does Ed Perlmutter own?

The 2023 report lists 35 stock, fund and option holdings. The largest are: U.S. Bancorp (USB), $100,001 - $250,000; US Bancorp Del DEPOSITARY SH S G (USB$N), $50,001 - $100,000; Stanley Black & Decker, Inc. (SWK), $50,001 - $100,000; iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB), $15,001 - $50,000; Amazon.com, Inc. (AMZN), $1,001 - $15,000; Apple Inc. (AAPL), $1,001 - $15,000; Columbia Short Duration Bond ETF (SBND), $1,001 - $15,000; Costco Wholesale Corporation (COST), $1,001 - $15,000; iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB), $1,001 - $15,000; SPDR DoubleLine Total Return Tactical ETF (TOTL), $1,001 - $15,000. Some are held by the spouse.

Does Ed Perlmutter trade stocks?

Ed Perlmutter reported 78 trades (37 buys and 41 sells), the latest on November 10, 2022. Trades by the spouse and dependent children are included.

From official financial disclosure reports. Amounts are filed as ranges, so values are estimates.