Trade Volume by Year
No trades on record.
Top Traded Sectors
No sector data.
Recent Trades
No trades on record for this member.
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 George Latimer 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.
How the headline is drawn. The midpoint of the assets’ brackets less the midpoint of the debts’, the arithmetic OpenSecrets used for its net-worth rankings and NOTUS uses today, so it lands where other estimates of George Latimer’s wealth land. The two ranges below overlap, so the floor of this estimate is below zero: a member must list the mortgage on their home and need not list the home, which is how a filing ends up here. Read it as an estimate, not a bound.
2 assets listed with no value (“Undetermined”, “Unascertainable”) are left out.
By Kind of Asset
- Real property1 line$175K
- Mutual funds14 lines$96K
- Exchange-traded funds11 lines$72K
- Bank accounts, money market accounts & CDs4 lines$32K
- Whole/universal life insurance1 line$8K
Largest Disclosed Holdings
| Asset | Kind | Owner | Value as disclosed |
|---|---|---|---|
| Investment Property | Real property | Joint | $100,001 - $250,000 |
| EIVIX Allspring Special Large Cap Value - I (EIVIX) | Mutual funds | Spouse | $1,001 - $15,000 |
| Ameriprise Insured Money Market | Bank accounts, money market accounts & CDs | Spouse | $1,001 - $15,000 |
| SRINX Columbia Corporate Income Fund Class I (SRINX) | Mutual funds | Spouse | $1,001 - $15,000 |
| REMSX Emerging Markets Fund Class S (REMSX) | Mutual funds | Spouse | $1,001 - $15,000 |
| SGOIX First Eagle Overseas Fund Class I (SGOIX) | Mutual funds | Spouse | $1,001 - $15,000 |
| RGESX Global Equity Fund Class S (RGESX) | Mutual funds | Spouse | $1,001 - $15,000 |
| GSINX Goldman Sachs GQG Partners International Opportunities Fund - Investor Shares (GSINX) | Mutual funds | Spouse | $1,001 - $15,000 |
| GSIRX Goldman Sachs Total Emerging Markets Income Fund Class Investor (GSIRX) | Mutual funds | Spouse | $1,001 - $15,000 |
| SHY iShares 1-3 Year Treasury Bond ETF (SHY) | Exchange-traded funds | Spouse | $1,001 - $15,000 |
| TLH iShares 10-20 Year Treasury Bond ETF (TLH) | Exchange-traded funds | Spouse | $1,001 - $15,000 |
| IEI iShares 3-7 Year Treasury Bond ETF (IEI) | Exchange-traded funds | Spouse | $1,001 - $15,000 |
| IEF iShares 7-10 Year Treasury Bond ETF (IEF) | Exchange-traded funds | Spouse | $1,001 - $15,000 |
| HLIPX JPMorgan Core Plus Bond Fund I Class (HLIPX) | Mutual funds | Spouse | $1,001 - $15,000 |
| HLQVX JPMorgan Large Cap Value Fund I Class (HLQVX) | Mutual funds | Spouse | $1,001 - $15,000 |
| IYGIX Macquarie Large Cap Growth Fund Institutional (IYGIX) | Mutual funds | Spouse | $1,001 - $15,000 |
| MetLife - Whole Life Insurance | Whole/universal life insurance | — | $1,001 - $15,000 |
| PDBZX PGIM Total Return Bond Fund Class Z (PDBZX) | Mutual funds | Spouse | $1,001 - $15,000 |
| SPYM State Street SPDR Portfolio S&P 500 ETF (SPYM) | Exchange-traded funds | Spouse | $1,001 - $15,000 |
| XLK State Street Technology Select Sector SPDR ETF (XLK) | Exchange-traded funds | Spouse | $1,001 - $15,000 |
| TD Bank - Checking | Bank accounts, money market accounts & CDs | Spouse | $1,001 - $15,000 |
| RLESX U.S. Small Cap Equity Fund Class S (RLESX) | Mutual funds | Spouse | $1,001 - $15,000 |
| VMBS Vanguard Mortgage-Backed Securities ETF (VMBS) | Exchange-traded funds | Spouse | $1,001 - $15,000 |
| VCSH Vanguard Short-Term Corporate Bond ETF (VCSH) | Exchange-traded funds | Spouse | $1,001 - $15,000 |
| VB Vanguard Small-Cap ETF (VB) | Exchange-traded funds | Spouse | $1,001 - $15,000 |