Trade Volume by Year
Top Traded Sectors
- Financials91%
- Other9%
Recent Trades
| Traded · filed | Stock | Transaction | Amount (range) | Description | Since trade |
|---|---|---|---|---|---|
| Jul 20, 2026filed Jul 24, 2026 | FMAOFARMERS & MERCHANTS BANCORP INC · Stock |
Purchase | $1K – $15K | Spouse · Dividend reinvestment ↗ | … |
| Jun 4, 2026filed Jun 5, 2026 | FMAOFARMERS & MERCHANTS BANCORP INC · Stock |
Purchase | $15K – $50K | Spouse · Compensation ↗ | … |
| Apr 20, 2026filed Apr 24, 2026 | FMAOFARMERS & MERCHANTS BANCORP INC · Stock |
Purchase | $1K – $15K | Spouse · dividend reinvestment ↗ | … |
| Jan 20, 2026filed Jan 23, 2026 | FMAOFARMERS & MERCHANTS BANCORP INC · Stock |
Purchase | $1K – $15K | Spouse · dividend reinvestment ↗ | … |
| Oct 20, 2025filed Oct 27, 2025 | FMAOFARMERS & MERCHANTS BANCORP INC · Stock |
Purchase | $1K – $15K | Spouse · dividend reinvestment ↗ | … |
| Jul 20, 2025filed Jul 25, 2025 | FMAOFARMERS & MERCHANTS BANCORP INC · Stock |
Purchase | $1K – $15K | Spouse · Dividend reinvestment ↗ | … |
| Jun 5, 2025filed Jun 8, 2025 | FMAOFARMERS & MERCHANTS BANCORP INC · Stock |
Purchase | $15K – $50K | Spouse · Compensation ↗ | … |
| Apr 20, 2025filed Apr 27, 2025 | FMAOFARMERS & MERCHANTS BANCORP INC · Stock |
Purchase | $1K – $15K | Spouse · Dividend reinvestment ↗ | … |
| Jan 20, 2025filed Jan 24, 2025 | FMAOFARMERS & MERCHANTS BANCORP INC · Stock |
Purchase | $1K – $15K | Spouse · Dividend Reinvestment ↗ | … |
| Oct 20, 2024filed Nov 7, 2024 | FMAOFARMERS & MERCHANTS BANCORP INC · Stock |
Purchase | $1K – $15K | Spouse · Dividend reinvestment ↗ | … |
| Jul 20, 2024filed Jul 21, 2024 | FMAOFARMERS & MERCHANTS BANCORP INC · Stock |
Purchase | $1K – $15K | Spouse · dividend reinvestment ↗ | … |
| Jun 6, 2024filed Jun 9, 2024 | FMAOFARMERS & MERCHANTS BANCORP INC · Stock |
Purchase | $15K – $50K | Spouse · Compensation ↗ | … |
| Apr 20, 2024filed Apr 20, 2024 | FMAOFARMERS & MERCHANTS BANCORP INC · Stock |
Purchase | $1K – $15K | Spouse · dividend reinvestment ↗ | … |
| Jan 22, 2024filed Feb 14, 2024 | FMAOFARMERS & MERCHANTS BANCORP INC · Stock |
Purchase | $1K – $15K | Spouse · dividend reinvestment ↗ | … |
| Oct 20, 2023filed Oct 21, 2023 | FMBAFarmers & Merchants Bancorp Inc · Stock |
Purchase | $1K – $15K | Spouse · dividend reinvestment ↗ | … |
| Jul 20, 2023filed Aug 5, 2023 | FMBAFarmers & Merchants Bancorp Inc · Stock |
Purchase | $1K – $15K | Spouse · Dividend reinvestment ↗ | … |
| Jun 1, 2023filed Jun 2, 2023 | FMAOFARMERS & MERCHANTS BANCORP INC · Stock |
Purchase | $1K – $15K | Spouse · Compensation ↗ | … |
| Apr 20, 2023filed Apr 30, 2023 | FMAOFARMERS & MERCHANTS BANCORP INC · Stock |
Purchase | $1K – $15K | Spouse · Dividend reinvestment ↗ | … |
| Jan 20, 2023filed Feb 5, 2023 | FMAOFARMERS & MERCHANTS BANCORP INC · Stock |
Purchase | $1K – $15K | Spouse · Dividend reinvestment ↗ | … |
| Oct 20, 2022filed Nov 10, 2022 | FMAOFARMERS & MERCHANTS BANCORP INC · Stock |
Purchase | $1K – $15K | Spouse · Dividend Reinvestment ↗ | … |
| Jul 12, 2022filed Jul 21, 2022 | FMAOFARMERS & MERCHANTS BANCORP INC · Stock |
Purchase | $1K – $15K | Spouse · dividend reinvestment ↗ | … |
| Mar 10, 2020filed Mar 17, 2020 | FMCBFARMERS & MERCHANTS BANCORP · Stock |
Purchase | $1K – $15K | Spouse · ↗ | … |
| Aug 30, 2019filed Sep 5, 2019 | FMCBFARMERS & MERCHANTS BANCORP · Stock |
Purchase | $15K – $50K | Spouse · ↗ | … |
Net Worth KeyVex estimate
How to read this. A disclosure gives assets and debts as ranges, not figures. The low ends add up to a floor and the high ends to a ceiling; where a figure is headlined it is the midpoint of the two (the method OpenSecrets used for its net-worth rankings and NOTUS uses today), our arithmetic, not a number Robert E. Latta reported. The form does not ask for everything: a home that earns no rent, cars and furnishings, and federal retirement accounts such as the Thrift Savings Plan need not be listed, while a member’s home mortgages must be. So a figure here can sit well below true net worth. Assets of a spouse and dependent children are included, as the form requires.
2 assets listed with no value (“Undetermined”, “Unascertainable”) are left out.
By Kind of Asset
- Mutual funds24 lines$8.1M
- Bank accounts, money market accounts & CDs54 lines$2.4M
- Fixed annuity3 lines$751K
- Stocks1 line$175K
- Whole/universal life insurance1 line$75K
- Other2 lines$65K
Largest Disclosed Holdings
| Asset | Kind | Owner | Value as disclosed |
|---|---|---|---|
| Vanguard 500 Index Fund Admiral | Mutual funds | Joint | $1,000,001 - $5,000,000 |
| Fidelity Equity Dividend Income Fund formerly Fidelity Equity Income II | Mutual funds | Joint | $500,001 - $1,000,000 |
| Fidelity Low Priced Stock | Mutual funds | Joint | $500,001 - $1,000,000 |
| Fidelity Blue Chip | Mutual funds | Joint | $250,001 - $500,000 |
| Fidelity Contrafund | Mutual funds | Joint | $250,001 - $500,000 |
| Fidelity Puritan | Mutual funds | Joint | $250,001 - $500,000 |
| Fidelity Puritan | Mutual funds | — | $250,001 - $500,000 |
| Nuveen LfSt Conserv Rtmt | Fixed annuity | Spouse | $250,001 - $500,000 |
| TIAA Traditional | Fixed annuity | Spouse | $250,001 - $500,000 |
| VINIX Vanguard Institutional Index (VINIX) | Mutual funds | Spouse | $250,001 - $500,000 |
| RERGX EuroPacific Growth Fund Cl R-6 (RERGX) | Mutual funds | Spouse | $100,001 - $250,000 |
| FMAO Farmers & Merchants Bancorp, Inc. (FMAO) | Stocks | Spouse | $100,001 - $250,000 |
| Fidelity 500 Index Fund Premium, Formerly known as Spartan 500 Index Fund | Mutual funds | Joint | $100,001 - $250,000 |
| Fidelity Asset Manager 50% | Mutual funds | Joint | $100,001 - $250,000 |
| Fidelity Equity Dividend Income Fund formerly Fidelity Equity Income II | Mutual funds | — | $100,001 - $250,000 |
| Fidelity Fund | Mutual funds | Joint | $100,001 - $250,000 |
| Fidelity Nasdaq Composite Index | Mutual funds | Joint | $100,001 - $250,000 |
| Vanguard Total Stock Mkt Indx Inv | Mutual funds | Joint | $100,001 - $250,000 |
| Buckeye State Bank | Bank accounts, money market accounts & CDs | Joint | $50,001 - $100,000 |
| Fidelity Blue Chip | Mutual funds | Spouse | $50,001 - $100,000 |
| Fidelity Growth and Income | Mutual funds | Joint | $50,001 - $100,000 |
| Fidelity OTC Port | Mutual funds | Joint | $50,001 - $100,000 |
| Fidelity Total Market Index Fund | Mutual funds | Joint | $50,001 - $100,000 |
| Genoa Bank | Bank accounts, money market accounts & CDs | Joint | $50,001 - $100,000 |
| Genoa Bank | Bank accounts, money market accounts & CDs | Joint | $50,001 - $100,000 |
Annual Financial Disclosures
- Annual · 2025House Clerk · filed May 4, 2026 · 87 assets, 0 liabilities parsedFiling ↗
- Annual · 2024House Clerk · filed May 3, 2025Filing ↗
- Annual · 2023House Clerk · filed May 2, 2024Filing ↗
- Annual · 2022House Clerk · filed Apr 24, 2023Filing ↗
- Annual · 2021House Clerk · filed May 2, 2022Filing ↗
- Annual · 2020House Clerk · filed Jul 13, 2021Filing ↗
- Annual · 2019House Clerk · filed May 4, 2020Filing ↗
- Annual · 2018House Clerk · filed May 1, 2019Filing ↗
- Annual · 2017House Clerk · filed May 9, 2018Filing ↗
- Annual · 2016House Clerk · filed Apr 25, 2017Filing ↗
- Annual · 2015House Clerk · filed Apr 27, 2016Filing ↗



