Alison Lundergan Grimes Reports Her Financial Worth

Posted November 12, 2013 at 2:26pm

Alison Lundergan Grimes, the 2014 Democratic Senate candidate running for the seat now held by Sen. Mitch McConnell, R-Ky., filed her Ethics in Government Act report today disclosing her personal financial information.

The report covers financial activity in 2012-2013.  She reported her salary as Secretary of State during the period as $197,921. Her spouse, Andrew, had income of more than $1,000 each from Lexmark International Inc., the University of Kentucky and the Georgetown College (Ky.).

Grimes  reported an asset of $50,001 to $100,000 in Touchstone Balanced Allocation Y (managed by Stoll Keenon Ogden Profit Sharing Plan). She also had a small investment in Fifth third Lifemodel Moderate Instl. Her spouse had investments including $15,001 to $50,000 of each of the following: Large Cap Fidelity Contrafund Class K, Fidelity Low-Priced Stock Fund Class K, Janus Triton Fund Class I, and MFS Research International Fund Class R4. Her spouse also had a small investment in Raymond James & Associates Inc IRA Bank Deposit Program.

Non-Publicly Traded Assets included $15,001 to $50,000 of Glenncase LLC with undeveloped land in Kentucky. Her spouse had  $50,001 to $100,000 of Newman Holdings LLC with rental property in Lexington, Kentucky; and $50,001 to $100,000 of Ptarmigan 18 LLC with rental property in Vail, Colorado.

Her spouse has a $15,001 to $50,000 mortgage with Peoples Exchange Bank on his Lexington, Kentucky rental property.