Ed Whitfield Net Worth & Financial Disclosure

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Annual financial disclosure for 2011, filed May 16, 2011. Includes 65 assets and 1 liabilities.

Year:

2013 2012 2011 2010 2009 2008

Est. Net Worth

$3.6M

2011 annual disclosure

Total Assets

$2.3M - $5.2M

65 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

Real Estate$1.5M (2)

Stocks$668K (35)

Gov. Securities$588K (11)

Bank & Cash$491K (5)

Mutual Funds$398K (9)

ETFs$75K (1)

Other$41K (2)

Top Stock Holdings (from trades)

All Assets (65)

Asset	Type	Owner	Value	Income
Abbott Laboratories(ABT)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Adobe Systems(ADBE)	Stocks	Self	N/A	Dividends/Capital Gains $201 - $1,000
Apple Inc.(AAPL)	Stocks	Self	N/A	Dividends $201 - $1,000
AT&T(T)	Stocks	Self	$1,001 - $15,000	Dividends $201 - $1,000
Berkshire Hathaway - Class B(BRK.B)	Stocks	Self	$15,001 - $50,000	None
California St 4% 16	Gov. Securities	Self	$50,001 - $100,000	Interest $201 - $1,000
California St 4.5% 18	Gov. Securities	Self	$15,001 - $50,000	Interest $201 - $1,000
Campbell and Kenton County Bond	Gov. Securities	Self	$1,001 - $15,000	Interest $201 - $1,000
Chevron Stock(CVX)	Stocks	Self	$100,001 - $250,000	Dividends $2,501 - $5,000
Cisco(CSCO)	Stocks	Self	N/A	Dividends/Capital Gains $201 - $1,000
Coca-Cola(KO)	Stocks	Self	$15,001 - $50,000	Dividends $201 - $1,000
Congressional Credit Union	Bank & Cash	Self	$1,001 - $15,000	Interest $1 - $200
CSX Corp. Board(CSX)	Stocks	Self	$1,001 - $15,000	Interest $1 - $200
CVS Caremark(CVS)	Stocks	Self	N/A	Dividends $201 - $1,000
DMC Green	Stocks	Self	$15,001 - $50,000	None
Duke Energy(DUK)	Stocks	Self	N/A	Dividends $201 - $1,000
Ebay Inc.(EBAY)	Stocks	Self	N/A	Dividends $201 - $1,000
Exxon(XOM)	Stocks	Self	$100,001 - $250,000	Dividends $5,001 - $15,000
Fidelity Blue Chip Fund	Mutual Funds	Self	$50,001 - $100,000	Dividends/Interest $1,001 - $2,500
Google(GOOGL)	Stocks	Self	N/A	Dividends $201 - $1,000
Hampton Roads Revenue Bond	Gov. Securities	Self	$15,001 - $50,000	Interest $1,001 - $2,500
Hewlett Packard(HPQ)	Stocks	Self	N/A	Dividends $1,001 - $2,500
Houston Tax Revenue Bond	Gov. Securities	Self	$50,001 - $100,000	Interest $1,001 - $2,500
Intel(INTC)	Stocks	Self	$15,001 - $50,000	Dividends $201 - $1,000
International Business Machines(IBM)	Stocks	Self	$15,001 - $50,000	Dividends $1,001 - $2,500
Johnson and Johnson(JNJ)	Stocks	Self	N/A	Dividends/Capital Gains $1 - $200
Los Angeles County 5% 15	Gov. Securities	Self	$50,001 - $100,000	Interest $201 - $1,000
Louisville and Jefferson County Bond	Gov. Securities	Self	$15,001 - $50,000	Interest $201 - $1,000
Manulife Financial(MFC)	Stocks	Spouse	$1,001 - $15,000	Dividends $201 - $1,000
Marshall & Ilsley Bank(MI)	Stocks	Self	$1,001 - $15,000	Dividends $201 - $1,000
May Department / Macy's(M)	Stocks	Self	$5,001 - $15,000	Dividends $5,001 - $15,000
McDonalds(MCD)	Stocks	Self	$15,001 - $50,000	Dividends $201 - $1,000
Metropolitan Water 4% 12	Gov. Securities	Self	$50,001 - $100,000	Interest $201 - $1,000
Microsoft(MSFT)	Stocks	Self	$1,001 - $15,000	Dividends $201 - $1,000
Monsanto(MON)	Stocks	Self	N/A	Dividends $201 - $1,000
Nokia(NOK)	Stocks	Self	N/A	Dividends $201 - $1,000
Northwestern Annuity	Other	Self	$1,001 - $15,000	Dividends $201 - $1,000
Old National Bank Building 1027 Indianapolis Rd, Green Castle, IN 46135, US	Real Estate	Self	$500,001 - $1,000,000	Rent $50,001 - $100,000
PepsiCo Inc.(PEP)	Stocks	Self	N/A	Dividends $201 - $1,000
Pfizer(PFE)	Stocks	Self	N/A	Dividends/Capital Gains $201 - $1,000
Procter and Gamble(PG)	Stocks	Self	N/A	Dividends $201 - $1,000
Qualcomm Inc.(QCOM)	Stocks	Self	N/A	Dividends $1 - $200
Sacramento County Municipal Bond	Gov. Securities	Self	$50,001 - $100,000	Interest $201 - $1,000
Schering-Plough(SGP)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Schwab Account Cash	Bank & Cash	Self	$250,001 - $500,000	Interest $2,501 - $5,000
SPDR Gold Trust(GLD)	ETFs	Self	$50,001 - $100,000	Dividends $201 - $1,000
Statoil Hydro ASA(EQNR)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Travelers Corp.(TRV)	Stocks	Self	$1,001 - $15,000	Dividends $201 - $1,000
United Bank	Bank & Cash	Self	$50,001 - $100,000	Interest $1 - $200
United Bank DC	Bank & Cash	Self	$15,001 - $50,000	Interest $1 - $200
Vacant Lot - Greenbrier Sporting Club, Travelers Hill, White Sulphur Springs, WV 24986 White Sulphur Springs, WV, US	Real Estate	Self	$500,001 - $1,000,000	None
Vanguard Growth Index Fund	Mutual Funds	Self	$50,001 - $100,000	Dividends $201 - $1,000
Vanguard Inflation	Mutual Funds	Self	$50,001 - $100,000	Dividends $1,001 - $2,500
Vanguard Prime Money Market Fund	Mutual Funds	Self	$15,001 - $50,000	Interest $201 - $1,000
Vanguard S&P 500 Fund	Mutual Funds	Self	$15,001 - $50,000	Dividends/Capital Gains $201 - $1,000
Vanguard Short Term Tax	Mutual Funds	Self	$15,001 - $50,000	Interest $1,001 - $2,500
Vanguard Tax Exempt	Mutual Funds	Self	$50,001 - $100,000	None
Verizon(VZ)	Stocks	Self	$15,001 - $50,000	Dividends $201 - $1,000
Virginia ST 5% Bond Virginia, US	Gov. Securities	Self	$15,001 - $50,000	Interest $1,001 - $2,500
Virginia ST Res 5.125 Bond Virginia, US	Gov. Securities	Self	$50,001 - $100,000	Interest $1,001 - $2,500
Walt Disney Co(DIS)	Stocks	Self	$1,001 - $15,000	Dividends $201 - $1,000
Washington First	Other	Self	$15,001 - $50,000	None
Wells Fargo	Bank & Cash	Spouse	N/A	Dividends/Capital Gains $201 - $1,000
White Oak AOC Growth Fund	Mutual Funds	Spouse	N/A	None
William Blair Growth Fund	Mutual Funds	Spouse	N/A	None

Liabilities (1)

Creditor	Type	Amount	Rate	Term
BB&T	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

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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).