Ed Whitfield Net Worth & Financial Disclosure

house

Annual financial disclosure for 2008, filed May 14, 2008. Includes 43 assets and 1 liabilities.

Year:

2013 2012 2011 2010 2009 2008

Est. Net Worth

$2.6M

2008 annual disclosure

Total Assets

$1.6M - $4.1M

43 assets

Total Liabilities

$100K - $250K

1 liabilities

Total Trades

180

From PTR filings

Trade Volume

$3.5M

Midpoint of disclosed ranges

Net Worth Over Time

Show data table

Period	Est. net worth
2008	$2.6M
2009	$3.3M
2009	$4.5M
2010	$3.4M
2010	$3.3M
2011	$3.6M
2012	$4M
2013	$4.1M

Assets by Category

Stocks$926K (23)

Real Estate$775K (5)

LLC / Partnership$375K (1)

Mutual Funds$331K (6)

Gov. Securities$183K (2)

Retirement & Pension$175K (1)

Other$41K (2)

Bank & Cash$17K (3)

Top Stock Holdings (from trades)

All Assets (43)

Asset	Type	Owner	Value	Income
Amgen Stock(AMGN)	Stocks	Self	$1,001 - $15,000	Capital Gains $2,501 - $5,000
AOL Time Warner(AOL)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Chevron Stock(CVX)	Stocks	Self	$100,001 - $250,000	Dividends $2,501 - $5,000
Cisco(CSCO)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Citi Corp(C)	Stocks	Self	$15,001 - $50,000	Dividends $201 - $1,000
Coca-Cola(KO)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Coca-Cola(KO)	Stocks	Self	$15,001 - $50,000	Dividends $1 - $200
Commercial Real Estate - Chemical Lane, Huntington Huntington, US	Real Estate	Self	$50,001 - $100,000	Rent $5,001 - $15,000
Congressional Credit Union	Bank & Cash	Self	$1,001 - $15,000	Interest $1 - $200
CSX Corp. Bond	Gov. Securities	Self	$1,001 - $15,000	Interest $201 - $1,000
Duke Energy(DUK)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Exxon(XOM)	Stocks	Self	$100,001 - $250,000	Dividends $2,501 - $5,000
Fidelity Blue Chip Fund	Mutual Funds	Self	$15,001 - $50,000	Capital Gains $1 - $200
Fidelity IRA	Retirement & Pension	Self	$100,001 - $250,000	Interest/Capital Gains $1,001 - $2,500
Flavor X	Other	Self	$15,001 - $50,000	None
General Electric(GE)	Stocks	Self	$50,001 - $100,000	Dividends $1,001 - $2,500
Integrity Energy	Stocks	Spouse	$1,001 - $15,000	Dividends $201 - $1,000
Intel(INTC)	Stocks	Self	$50,001 - $100,000	Dividends
Jefferson Partners Commercial Real Estate Temecula, CA, US	Real Estate	Self	$100,001 - $250,000	Dividends/Interest $201 - $1,000
Jefferson Partners Commercial Real Estate Temecula, CA, US	Real Estate	Self	$100,001 - $250,000	Dividends/Interest $201 - $1,000
Jefferson Partners S LLC	LLC / Partnership	Spouse	$250,001 - $500,000	None
Keyspan Corp.(KSE)	Stocks	Spouse	N/A	Dividends
Manulife Financial(MFC)	Stocks	Self	$15,001 - $50,000	Dividends $201 - $1,000
Marshall & Isley Bank(MI)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
May Department Stores(MAY)	Stocks	Self	$100,001 - $250,000	Dividends $1 - $200
Nokia(NOK)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Northwestern Annuity	Other	Self	$1,001 - $15,000	Dividends/Interest $1 - $200
Oak Acc. Growth Fund	Mutual Funds	Self	$1,001 - $15,000	Dividends/Capital Gains $1 - $200
Payless Shoes	Stocks	Self	$15,001 - $50,000	Dividends $1 - $200
Pfizer(PFE)	Stocks	Self	$15,001 - $50,000	Dividends $201 - $1,000
Rental Property - Vista Del Lido Newport Beach, CA, US	Real Estate	Self	$100,001 - $250,000	Rent $15,001 - $50,000
Schering-Plough(SGP)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Schwab Account Cash	Bank & Cash	Self	$1 - $1,000	Interest $1 - $200
Sprint Nextel(S)	Stocks	Spouse	$1,001 - $15,000	Dividends $201 - $1,000
TIAA-CREF	Mutual Funds	Self	$1,001 - $15,000	Dividends $1 - $200
United Bank	Bank & Cash	Self	$1,001 - $15,000	Interest $1 - $200
US Government Thrift	Gov. Securities	Self	$100,001 - $250,000	Dividends/Interest $201 - $1,000
Vacant Lot - Greenbrier Sporting Club, Travelers Hill White Sulphur Springs, WV Lot 26 White Sulphur Springs, WV, US	Real Estate	Self	$100,001 - $250,000	None
Vanguard GNMA	Mutual Funds	Self	$15,001 - $50,000	Dividends/Capital Gains $1 - $200
Vanguard Midcap Index	Mutual Funds	Self	$50,001 - $100,000	Dividends/Interest $1 - $200
Vanguard S&P 500 Fund	Mutual Funds	Self	$100,001 - $250,000	Dividends/Capital Gains $1 - $200
Williams Energy Stock(WMB)	Stocks	Self	$1,001 - $15,000	Dividends $201 - $1,000
Xerox(XRX)	Stocks	Self	$1 - $1,000	Dividends $1 - $200

Liabilities (1)

Creditor	Type	Amount	Rate	Term
BB&T-Charleston, WV	mortgage	$100,001 - $250,000	—	—

Trading Sector Allocation (from PTR trades)

Technology$347K

Financial Services$279K

Industrials$180K

Healthcare$306K

Communication Services$161K

Energy$40K

Basic Materials$57K

Consumer Cyclical$24K

Consumer Defensive$178K

Banking$16K

Retail Trade$48K

Real Estate$40K

Utilities$8K

Services$8K

Transportation & Utilities$16K

Ed Whitfield trades Wealthiest members Most active traders KY delegation Articles

Methodology: Net worth is calculated from annual financial disclosures filed under the STOCK Act. Congress members report asset values and liabilities in ranges (e.g., $1,001-$15,000), not exact amounts. The “estimated net worth” shown is the midpoint of total assets minus the midpoint of total liabilities. Actual values may differ. Stock trading data comes from separate Periodic Transaction Reports (PTRs).