Ed Whitfield
Ed Whitfield Net Worth & Financial Disclosure
houseAnnual financial disclosure for 2009, filed June 11, 2009. Includes 67 assets.
Est. Net Worth
$3.3M
2009 annual disclosure
Total Assets
$1.9M - $4.7M
67 assets
Total Liabilities
$0
0 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$925K (39)
Real Estate$925K (4)
Bank & Cash$558K (3)
Gov. Securities$448K (8)
Mutual Funds$399K (6)
ETFs$33K (1)
Other$8K (2)
LLC / Partnership$0 (3)
Retirement & Pension$0 (1)
Top Stock Holdings (from trades)
All Assets (67)
| Asset | Value |
|---|---|
| $15,001 - $50,000 | |
| N/A | |
| N/A | |
| $15,001 - $50,000 | |
California St 4% 16 | $15,001 - $50,000 |
California St 4.5% 18 | $50,001 - $100,000 |
| $100,001 - $250,000 | |
| $1,001 - $15,000 | |
| N/A | |
| $15,001 - $50,000 | |
| $15,001 - $50,000 | |
Commercial Real Estate - Bethany Lane, Huntington Beach, CA Huntington Beach, CA, US | N/A |
Congressional Credit Union | $1,001 - $15,000 |
CSX Corp. Bond | $1,001 - $15,000 |
| $15,001 - $50,000 | |
| $1,001 - $15,000 | |
| $1,001 - $15,000 | |
| $100,001 - $250,000 | |
Fidelity Blue Chip Fund | $250,000 - $500,000 |
Flavor X | N/A |
| $1,001 - $15,000 | |
| N/A | |
| $15,001 - $50,000 | |
| $15,001 - $50,000 | |
| $1,001 - $15,000 | |
| N/A | |
| $15,001 - $50,000 | |
| $15,001 - $50,000 | |
Jefferson Partners Commercial Real Estate Temecula, CA, US | N/A |
Jefferson Partners Commercial Real Estate | N/A |
Jefferson Partners SLLC | N/A |
Los Angeles County 4% '11 Los Angeles County, CA, US | $15,001 - $50,000 |
Los Angeles County 4% '14 Los Angeles County, CA, US | $50,001 - $100,000 |
Los Angeles County 5% '15 Los Angeles County, CA, US | $50,001 - $100,000 |
| $1,001 - $15,000 | |
| $1,001 - $15,000 | |
| $15,001 - $50,000 | |
| $15,001 - $50,000 | |
Metropolitan Water 4% 12 | $50,001 - $100,000 |
| $1,001 - $15,000 | |
Northwestern Annuity | $1,001 - $15,000 |
Old National Bank Building Green Castle, IN 46135, US | $500,001 - $1,000,000 |
| $1,001 - $15,000 | |
| $15,001 - $50,000 | |
| $1,001 - $15,000 | |
| $15,001 - $50,000 | |
| $1,001 - $15,000 | |
Rental Property - Vista Del Lido Newport Beach, CA, US | N/A |
Sacramento County Municipal | $50,001 - $100,000 |
| $1,001 - $15,000 | |
Schwab Account Cash | $250,001 - $500,000 |
| $15,001 - $50,000 | |
| $1,001 - $15,000 | |
| N/A | |
TIAA-CREF | N/A |
United Bank | $100,001 - $250,000 |
| $15,001 - $50,000 | |
Vacant Lot, Greenbrier Sporting Club, White Sulfur Springs, WV, Lot 26 White Sulfur Springs, WV, US | $100,001 - $250,000 |
Vanguard GNMA | N/A |
Vanguard Midcap Index | N/A |
Vanguard S&P 500 Fund | $1,001 - $15,000 |
| $1,001 - $15,000 | |
| $1,001 - $15,000 | |
White Oak Acc. Growth Fund | $1,001 - $15,000 |
William Blair Growth Fund | $1,001 - $15,000 |
| N/A | |
| N/A |
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
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).