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Ed Perlmutter

Representative CO-7 Democrat 2021 disclosure

Ed Perlmutter (CO-7) disclosed a net worth range between -$159K and $1M in their 2021 annual filing.

Compare this disclosure with the House of Representatives net worth rankings .

Trading

Disclosed trades
91
Since Q1 '20
Purchases
48%
Share of disclosed trades
Avg. disclosure lag
71.1 days
Median 45 days
Filed past 45-day deadline
47.3%
STOCK Act deadline
Trade size

96% of trades were $15,000 or less

Those 87 trades carry about 84.3% of the disclosed dollars, by the midpoints of the ranges.

Timeliness

53% of trades were disclosed within 45 days

The median trade was disclosed 45 days after it was made, and 43 of 91 trades took longer than the STOCK Act deadline.

Purchases and sales by quarter

Trades by quarter of trade Purchases Sales Quarter in progress
Source: periodic transaction reports, machine-readable only.

AAPL is the most traded stock

Trades per stock Purchases Sales

4.4% of trades carry 16% of the disclosed dollars

Share of trades and of disclosed dollars by size, using range midpoints Share of trades Share of dollars

Amounts are disclosed as ranges, so dollar shares use each range's midpoint and are estimates.

Net worth

Estimated from the ranges in the member's annual financial disclosures: the band runs from the sum of disclosed asset minimums less liability maximums up to the sum of asset maximums less liability minimums. Only electronically filed reports are read — a missing year means no electronic filing, not zero net worth.

Latest net worth (band)
-$159K – $1M
Rank by disclosed net worth
Reporting year
2021
Disclosed assets
42
Disclosed liabilities
1

Disclosed net worth band, 2021 to 2021

Band from annual financial disclosures, by reporting year Band maximum Band minimum
Source: annual financial disclosure reports, electronically filed only.
2021 2022 — not e-filed 2023 — not e-filed 2024 — not e-filed 2025 — not e-filed
Year Net worth band
2021 -$159K – $1M

Recent stock trades

Date Stock Type Amount
2022-11-10 COST ST · Costco Wholesale Corporation (COST) Buy $1K - $15K
2022-11-10 CHPT ST · ChargePoint Holdings, Inc. (CHPT) Buy $1K - $15K
2022-11-10 AAPL ST · Apple Inc. (AAPL) Buy $1K - $15K
2022-11-10 AMZN ST · Amazon.com, Inc. (AMZN) Buy $1K - $15K
2022-11-01 CHPT ST · ChargePoint Holdings, Inc. (CHPT) Sell $1K - $15K
2022-09-02 CHPT ST · ChargePoint Holdings, Inc. (CHPT) Buy $1K - $15K
2022-07-19 KR ST · Kroger Company (KR) Buy $1K - $15K
2022-05-20 AAPL ST · Apple Inc. (AAPL) Sell $1K - $15K
2022-05-20 F ST · Ford Motor Company (F) Sell $1K - $15K
2022-05-13 AAPL ST · Apple Inc. (AAPL) Sell $1K - $15K
2022-05-13 AMZN ST · Amazon.com, Inc. (AMZN) Sell $1K - $15K
2022-05-13 VZ ST · Verizon Communications Inc. (VZ) Sell $1K - $15K
2022-05-13 F ST · Ford Motor Company (F) Sell $1K - $15K
2022-05-13 MSFT ST · Microsoft Corporation (MSFT) Sell $1K - $15K
2022-04-22 COST ST · Costco Wholesale Corporation (COST) Sell $1K - $15K
2021-12-21 COIN ST · Coinbase global, Inc. - Class A (COIN) Sell $1K - $15K
2021-12-21 BRKB ST · Berkshire Hathaway Inc. New (BRK.B) Sell $1K - $15K
2021-11-26 F ST · Ford Motor Company (F) Buy $1K - $15K
2021-11-26 COST ST · Costco Wholesale Corporation (COST) Sell $1K - $15K
2021-11-02 F ST · Ford Motor Company (F) Buy $1K - $15K
2021-09-23 COIN ST · Coinbase global, Inc. - Class A (COIN) Buy $1K - $15K
2021-09-15 BRKB ST · Berkshire Hathaway Inc. New (BRK.B) Sell $1K - $15K
2021-07-07 UAL ST · united Airlines Holdings, Inc. (uAl) Buy $1K - $15K
2021-07-07 GOOG ST · Alphabet Inc. - Class C Capital Stock (gOOg) Sell $1K - $15K
2021-07-07 BABA ST · Alibaba group Holding limited American Depositary Shares each representing eight Ordinary share (BABA) Sell $1K - $15K

Estimated portfolio performance

Price return of the portfolio reconstructed from this member's disclosed trades over each trailing window, versus the S&P 500 (SPY), as of 2026-10-23. Trade sizes are disclosed only as ranges, so every figure is an estimate. Returns use comparable raw closes and exclude dividends; a window crossing a captured split is left unavailable instead of mixing price bases.

No Performance Estimate

This member hasn't disclosed enough priced trades to estimate a portfolio return yet.

Reconstructed holdings

The portfolio reconstructed from this member's disclosed Purchase and Sale trades: net shares valued at the latest close (2026-10-23). Sizes come from disclosed amount ranges, so share counts, values, and weights are all estimates.

Stock Est. shares Est. value Weight
KR 169 $11.3K 24.9%
UAL 159 $15.6K 34.4%
XYZ 55 $4.2K 9.3%
COST 9 $9.2K 20.3%
BRK-B 9 $4.8K 10.6%
COIN 1 $227 0.5%

Assets and liabilities

Disclosed assets

The assets Ed Perlmutter itemised in their 2021 annual report, largest bracket first. Descriptions are the filer's own wording, and each value is the bracket they checked on the form — never a reported amount.

Disclosed lines
42
Total disclosed (band)
$341K – $1.3M
Description Value
Stanley Black & Decker, Inc. (SWK) $100K - $250K
U.S. Bancorp (USB) $100K - $250K
LAP, Inc ⇒ US Bancorp Del DEPOSITARY SH S G (USB$N) $50K - $100K
LAP, Inc ⇒ Stanley Black & Decker, Inc. (SWK) $15K - $50K
PIMCO Active Bond Exchange-Traded Fund Exchange- Traded Fund (BOND) $15K - $50K
SPDR DoubleLine Total Return Tactical ETF (TOTL) $15K - $50K
ZLDR, LLC $15K - $50K
Amazon.com, Inc. (AMZN) $1K - $15K
Apple Inc. (AAPL) $1K - $15K
Costco Wholesale Corporation (COST) $1K - $15K
Ford Motor Company (F) $1K - $15K
Individual Retirement Account ⇒ PIMCO Active Bond Exchange-Traded Fund Exchange- Traded Fund (BOND) $1K - $15K
Individual Retirement Account ⇒ SPDR DoubleLine Total Return Tactical ETF (TOTL) $1K - $15K
Individual Retirement Account ⇒ TD Ameritrade Money Market $1K - $15K
Individual Retirement Account ⇒ iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) $1K - $15K
Invesco QQQ Trust, Series 1 (QQQ) $1K - $15K
LAP, Inc ⇒ Piper Jaffray Companies (PJC) $1K - $15K
LAP, Inc ⇒ RBC Wealth Management Money Market $1K - $15K
LAP, Inc ⇒ Working Interest in 7 oil and gas wells $1K - $15K
Medical Properties Trust, Inc. common stock (MPW) $1K - $15K
Microsoft Corporation (MSFT) $1K - $15K
NVIDIA Corporation (NVDA) $1K - $15K
RBC Wealth Management Money Market $1K - $15K
SPDR S&P Dividend ETF (SDY) $1K - $15K
Stryker Corporation (SYK) $1K - $15K
TD Ameritrade Money Market (Scottrade) $1K - $15K
United Airlines Holdings, Inc. (UAL) $1K - $15K
Vanguard Health Care ETF $1K - $15K
Vanguard Mid-Cap ETF (VO) $1K - $15K
Vanguard Real Estate ETF (VNQ) $1K - $15K
Vanguard Total Bond Market ETF (BND) $1K - $15K
Verizon Communications Inc. (VZ) $1K - $15K
Wells Fargo Checking $1K - $15K
Wells Fargo Checking $1K - $15K
Wells Fargo Money Market Savings $1K - $15K
Wells Fargo Savings $1K - $15K
iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) $1K - $15K
iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) $1K - $15K
Congressional Federal Credit Union $1 - $1K
Individual Retirement Account ⇒ Medical Properties Trust, Inc. common stock (MPW) $1 - $1K
LAP, Inc ⇒ GlaxoSmithKline PLC (GSK) $1 - $1K
iShares S&P Global Clean Energy Index Fund (ICLN) $1 - $1K

Disclosed liabilities

The liabilities itemised in the 2021 annual report, largest bracket first. These are the amounts subtracted when the net worth band above is rolled up.

Disclosed lines
1
Total disclosed (band)
$250K – $500K
Description Amount owed
Home Mortgage (BSI Financial) $250K - $500K

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