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.
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 .
Those 87 trades carry about 84.3% of the disclosed dollars, by the midpoints of the ranges.
The median trade was disclosed 45 days after it was made, and 43 of 91 trades took longer than the STOCK Act deadline.
Amounts are disclosed as ranges, so dollar shares use each range's midpoint and are estimates.
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.
| Year | Filed | Net worth band |
|---|---|---|
| 2021 | 2022-08-09 | -$159K – $1M |
| Date | Stock | Type | Owner | Amount | Filed | Lag |
|---|---|---|---|---|---|---|
| 2022-11-10 | COST ST · Costco Wholesale Corporation (COST) | Buy | SP | $1K - $15K | 2022-12-19 | 39d |
| 2022-11-10 | CHPT ST · ChargePoint Holdings, Inc. (CHPT) | Buy | SP | $1K - $15K | 2022-12-19 | 39d |
| 2022-11-10 | AAPL ST · Apple Inc. (AAPL) | Buy | SP | $1K - $15K | 2022-12-19 | 39d |
| 2022-11-10 | AMZN ST · Amazon.com, Inc. (AMZN) | Buy | SP | $1K - $15K | 2022-12-19 | 39d |
| 2022-11-01 | CHPT ST · ChargePoint Holdings, Inc. (CHPT) | Sell | SP | $1K - $15K | 2022-12-19 | 48d late |
| 2022-09-02 | CHPT ST · ChargePoint Holdings, Inc. (CHPT) | Buy | SP | $1K - $15K | 2022-09-26 | 24d |
| 2022-07-19 | KR ST · Kroger Company (KR) | Buy | SP | $1K - $15K | 2022-09-26 | 69d late |
| 2022-05-20 | AAPL ST · Apple Inc. (AAPL) | Sell | SP | $1K - $15K | 2022-06-16 | 27d |
| 2022-05-20 | F ST · Ford Motor Company (F) | Sell | SP | $1K - $15K | 2022-06-16 | 27d |
| 2022-05-13 | AAPL ST · Apple Inc. (AAPL) | Sell | SP | $1K - $15K | 2022-06-16 | 34d |
| 2022-05-13 | AMZN ST · Amazon.com, Inc. (AMZN) | Sell | SP | $1K - $15K | 2022-06-16 | 34d |
| 2022-05-13 | VZ ST · Verizon Communications Inc. (VZ) | Sell | SP | $1K - $15K | 2022-06-16 | 34d |
| 2022-05-13 | F ST · Ford Motor Company (F) | Sell | SP | $1K - $15K | 2022-06-16 | 34d |
| 2022-05-13 | MSFT ST · Microsoft Corporation (MSFT) | Sell | SP | $1K - $15K | 2022-06-16 | 34d |
| 2022-04-22 | COST ST · Costco Wholesale Corporation (COST) | Sell | SP | $1K - $15K | 2022-05-10 | 18d |
| 2021-12-21 | COIN ST · Coinbase global, Inc. - Class A (COIN) | Sell | SP | $1K - $15K | 2022-01-25 | 35d |
| 2021-12-21 | BRKB ST · Berkshire Hathaway Inc. New (BRK.B) | Sell | SP | $1K - $15K | 2022-01-25 | 35d |
| 2021-11-26 | F ST · Ford Motor Company (F) | Buy | SP | $1K - $15K | 2021-12-22 | 26d |
| 2021-11-26 | COST ST · Costco Wholesale Corporation (COST) | Sell | SP | $1K - $15K | 2021-12-22 | 26d |
| 2021-11-02 | F ST · Ford Motor Company (F) | Buy | SP | $1K - $15K | 2021-12-02 | 30d |
| 2021-09-23 | COIN ST · Coinbase global, Inc. - Class A (COIN) | Buy | SP | $1K - $15K | 2021-10-26 | 33d |
| 2021-09-15 | BRKB ST · Berkshire Hathaway Inc. New (BRK.B) | Sell | SP | $1K - $15K | 2021-10-26 | 41d |
| 2021-07-07 | UAL ST · united Airlines Holdings, Inc. (uAl) | Buy | SP | $1K - $15K | 2021-08-24 | 48d late |
| 2021-07-07 | GOOG ST · Alphabet Inc. - Class C Capital Stock (gOOg) | Sell | SP | $1K - $15K | 2021-08-24 | 48d late |
| 2021-07-07 | BABA ST · Alibaba group Holding limited American Depositary Shares each representing eight Ordinary share (BABA) | Sell | SP | $1K - $15K | 2021-08-24 | 48d late |
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.
This member hasn't disclosed enough priced trades to estimate a portfolio return yet.
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.
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.
| Description | Type | Income | Value |
|---|---|---|---|
| Stanley Black & Decker, Inc. (SWK) | ST |
$2.5K - $5K
Dividends
|
$100K - $250K |
| U.S. Bancorp (USB) | ST |
$2.5K - $5K
Dividends
|
$100K - $250K |
| LAP, Inc ⇒ US Bancorp Del DEPOSITARY SH S G (USB$N) | ST |
$50K - $100K
Capital Gains, Dividends
|
$50K - $100K |
| LAP, Inc ⇒ Stanley Black & Decker, Inc. (SWK) | ST |
$201 - $1K
Dividends
|
$15K - $50K |
| PIMCO Active Bond Exchange-Traded Fund Exchange- Traded Fund (BOND) | EF |
$201 - $1K
Dividends
|
$15K - $50K |
| SPDR DoubleLine Total Return Tactical ETF (TOTL) | EF |
$201 - $1K
Dividends
|
$15K - $50K |
| ZLDR, LLC | OT | — | $15K - $50K |
| Amazon.com, Inc. (AMZN) | ST | — | $1K - $15K |
| Apple Inc. (AAPL) | ST |
$201 - $1K
Dividends
|
$1K - $15K |
| Costco Wholesale Corporation (COST) | ST |
$1 - $200
Dividends
|
$1K - $15K |
| Ford Motor Company (F) | ST |
$201 - $1K
Dividends
|
$1K - $15K |
| Individual Retirement Account ⇒ PIMCO Active Bond Exchange-Traded Fund Exchange- Traded Fund (BOND) | EF |
$201 - $1K
Dividends
|
$1K - $15K |
| Individual Retirement Account ⇒ SPDR DoubleLine Total Return Tactical ETF (TOTL) | EF |
$1 - $200
Dividends
|
$1K - $15K |
| Individual Retirement Account ⇒ TD Ameritrade Money Market | BA |
$1 - $200
Dividends
|
$1K - $15K |
| Individual Retirement Account ⇒ iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) | EF |
$1 - $200
Dividends
|
$1K - $15K |
| Invesco QQQ Trust, Series 1 (QQQ) | EF |
$201 - $1K
Capital Gains, Dividends
|
$1K - $15K |
| LAP, Inc ⇒ Piper Jaffray Companies (PJC) | ST |
$1 - $200
Dividends
|
$1K - $15K |
| LAP, Inc ⇒ RBC Wealth Management Money Market | BA |
$1 - $200
Dividends
|
$1K - $15K |
| LAP, Inc ⇒ Working Interest in 7 oil and gas wells | OL |
$2.5K - $5K
Oil and Gas revenue
|
$1K - $15K |
| Medical Properties Trust, Inc. common stock (MPW) | ST |
$201 - $1K
Dividends
|
$1K - $15K |
| Microsoft Corporation (MSFT) | ST |
$1 - $200
Dividends
|
$1K - $15K |
| NVIDIA Corporation (NVDA) | ST | — | $1K - $15K |
| RBC Wealth Management Money Market | BA |
$1 - $200
Dividends
|
$1K - $15K |
| SPDR S&P Dividend ETF (SDY) | EF |
$201 - $1K
Capital Gains, Dividends
|
$1K - $15K |
| Stryker Corporation (SYK) | ST | — | $1K - $15K |
| TD Ameritrade Money Market (Scottrade) | BA |
$1 - $200
Dividends
|
$1K - $15K |
| United Airlines Holdings, Inc. (UAL) | ST |
$1 - $200
Dividends
|
$1K - $15K |
| Vanguard Health Care ETF | EF |
$201 - $1K
Dividends
|
$1K - $15K |
| Vanguard Mid-Cap ETF (VO) | EF |
$201 - $1K
Capital Gains, Dividends
|
$1K - $15K |
| Vanguard Real Estate ETF (VNQ) | ST |
$201 - $1K
Dividends
|
$1K - $15K |
| Vanguard Total Bond Market ETF (BND) | EF |
$201 - $1K
Dividends
|
$1K - $15K |
| Verizon Communications Inc. (VZ) | ST |
$201 - $1K
Capital Gains, Dividends
|
$1K - $15K |
| Wells Fargo Checking | BA |
$1 - $200
Interest
|
$1K - $15K |
| Wells Fargo Checking | BA |
$1 - $200
Interest
|
$1K - $15K |
| Wells Fargo Money Market Savings | BA |
$1 - $200
Interest
|
$1K - $15K |
| Wells Fargo Savings | BA |
$1 - $200
Interest
|
$1K - $15K |
| iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) | EF |
$201 - $1K
Dividends
|
$1K - $15K |
| iShares iBoxx $ Investment Grade Corporate Bond ETF (LQD) | EF |
$201 - $1K
Dividends
|
$1K - $15K |
| Congressional Federal Credit Union | BA |
$1 - $200
Dividends
|
$1 - $1K |
| Individual Retirement Account ⇒ Medical Properties Trust, Inc. common stock (MPW) | ST |
$1 - $200
Dividends
|
$1 - $1K |
| LAP, Inc ⇒ GlaxoSmithKline PLC (GSK) | ST |
$1 - $200
Dividends
|
$1 - $1K |
| iShares S&P Global Clean Energy Index Fund (ICLN) | EF |
$1 - $200
Dividends
|
$1 - $1K |
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.
| Description | Amount owed |
|---|---|
| Home Mortgage (BSI Financial) | $250K - $500K |