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Congress trades · Members · Holdings

Rep. Robert E. Latta R-OH05

Estimated current holdings · House. ← Back to the member's trades and hit rate

Base report: annual report CY2025 · trades through 2026-07-20 · later PTRs: 1 2 3 4

Estimated total: $6.3M–open-ended (some lines have no upper bound) across 41 positions.

Based on the annual report CY2025 and trades reported after it, Rep. Robert E. Latta holds an estimated 41 positions worth $6.3M–open-ended (some lines have no upper bound) in total. The largest estimated holding is Vanguard 500 Index Fund Admiral ($1M–$5M). Disclosures give value ranges, not exact amounts, so treat this as a rough estimate for education, not investment advice.

AssetTypeEstimated rangeConfidenceCame from
Vanguard 500 Index Fund AdmiralFund/ETF$1M–$5MHighReport
Fidelity Equity Dividend Income Fund formerly Fidelity EquitFund/ETF$600K–$1.2MHighReport
Fidelity Low Priced StockFund/ETF$500K–$1MHighReport
Fidelity PuritanFund/ETF$500K–$1MHighReport
Fidelity Blue ChipFund/ETF$300K–$600KHighReport
Genoa BankCash$245K–$550KHighReport
WesBanco Bank fka Premier BankCash$185K–$550KHighReport
Fidelity ContrafundFund/ETF$250K–$500KHighReport
Nuveen LfSt Conserv RtmtAnnuity$250K–$500KHighReport
TIAA TraditionalAnnuity$250K–$500KHighReport
VINIX Vanguard Institutional Index (VINIX)Fund/ETF$250K–$500KHighReport
Huntington National BankCash$215K–$450KHighReport
KeyBankCash$200K–$400KHighReport
Farmers & Merchants State BankCash$120K–$400KHighReport
FMAO Farmers & Merchants Bancorp, Inc. (FMAO)Stock$118K–$345KMediumReport
RERGX EuroPacific Growth Fund Cl R-6 (RERGX)Fund/ETF$100K–$250KHighReport
Fidelity 500 Index Fund Premium, Formerly known as Spartan 5Fund/ETF$100K–$250KHighReport
Fidelity Asset Manager 50%Fund/ETF$100K–$250KHighReport
Fidelity FundFund/ETF$100K–$250KHighReport
Fidelity Nasdaq Composite IndexFund/ETF$100K–$250KHighReport
Vanguard Total Stock Mkt Indx InvFund/ETF$100K–$250KHighReport
Fifth Third BankCash$75K–$250KHighReport
Buckeye State BankCash$80K–$200KHighReport
Farmers and Merchants State BankCash$45K–$150KHighReport
Union BankCash$45K–$150KHighReport
Fidelity Growth and IncomeFund/ETF$50K–$100KHighReport
Fidelity OTC PortFund/ETF$50K–$100KHighReport
Fidelity Total Market Index FundFund/ETF$50K–$100KHighReport
John Hancock Life Insurance Co. USAOther$50K–$100KHighReport
RNPGX New Perspective Fund, Class R-6 Shares (RNPGX)Fund/ETF$50K–$100KHighReport
PHIYX PIMCO Funds High Yield Fund Institutional Shares (PHIYX) SPFund/ETF$50K–$100KHighReport
Civista Bank fka Henry County BankCash$30K–$100KHighReport
PNC BankCash$30K–$100KHighReport
State BankCash$30K–$100KHighReport
EEIAX Eaton Vance Emerging Markets Local Income Fd Cl A (EEIAX)Fund/ETF$15K–$50KHighReport
Fidelity ValueFund/ETF$15K–$50KHighReport
USH PIMCO Inter BD (USH) InstOther$15K–$50KHighReport
Vanguard Small Cap GR IDX AdmiralFund/ETF$15K–$50KHighReport
Vanguard Small Index AdmOther$15K–$50KHighReport
FN Brighthouse Life Insurance Company (FN)Annuity$1–$1KHighReport
PE Ohio Public Employees Retirement System-deferred benefits plPension$0–open-endedLowReport
Education, not investment advice. This is an estimate, not a holdings report. We start from the value ranges in the member's most recent financial disclosure and add or subtract later periodic transaction reports (PTRs). Disclosures give ranges, not exact values, and the result can be wrong: valuation dates differ, some trades can't be matched to a holding, and assets may have moved since. Confidence: High = taken directly from the report; Medium = changed by later trades or matched by name; Low = no stated value or unclear match.

Sources: U.S. House Clerk Periodic Transaction Reports (disclosures-clerk.house.gov) and U.S. Senate eFD Periodic Transaction Reports (efdsearch.senate.gov), filed 2024 to present; SEC EDGAR submissions (Form 4 and 8-K filing dates); committee assignments from the unitedstates/congress-legislators project (current membership); daily closing prices from Yahoo Finance's public chart data (query1.finance.yahoo.com), which is unofficial and may be revised. Built 2026-11-03.