Ed Whitfield Net Worth & Financial Disclosure

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Annual financial disclosure for 2012, filed May 15, 2012. Includes 59 assets and 2 liabilities.

Year:

2013 2012 2011 2010 2009 2008

Est. Net Worth

$4M

2012 annual disclosure

Total Assets

$2.7M - $6.1M

59 assets

Total Liabilities

$200K - $500K

2 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$2.1M (30)

Real Estate$925K (2)

Mutual Funds$556K (8)

Gov. Securities$479K (12)

Bank & Cash$323K (5)

ETFs$33K (1)

Other$8K (1)

Top Stock Holdings (from trades)

All Assets (59)

Asset	Type	Owner	Value	Income
Abbott Laboratories(ABT)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
AK Bank	Bank & Cash	Self	$15,001 - $50,000	Interest $201 - $1,000
AT&T(T)	Stocks	Self	$50,001 - $100,000	Dividends $201 - $1,000
Bank of America(BAC)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Berkshire Hathaway - Class B(BRK.B)	Stocks	Self	N/A	None
California State 4% 2016 California, US	Gov. Securities	Self	$15,001 - $50,000	Interest $201 - $1,000
International Business Machines(IBM)	Stocks	Self	N/A	Dividends $1,001 - $2,500
Intel(INTC)	Stocks	Self	$15,001 - $50,000	Dividends $201 - $1,000
Incyte Corp(INCY)	Stocks	Self	$15,001 - $50,000	None
Houston Tax Revenue Bond	Gov. Securities	Self	$50,001 - $100,000	Interest $1,001 - $2,500
Hampton Roads Revenue Bond	Gov. Securities	Self	$15,001 - $50,000	Interest $1,001 - $2,500
Fidelity Blue Chip Fund	Mutual Funds	Self	$15,001 - $50,000	Dividends/Interest and Remainder $1,001 - $2,500
Exxon(XOM)	Stocks	Self	$250,001 - $500,000	Dividends $5,001 - $15,000
DMC Green	Stocks	Self	N/A	None
CSX Corp. Bond	Gov. Securities	Self	$1,001 - $15,000	Interest $1 - $200
Congressional Credit Union	Bank & Cash	Self	$1,001 - $15,000	Interest $1 - $200
Coca-Cola(KO)	Stocks	Self	$15,001 - $50,000	Dividends $201 - $1,000
Chevron Stock(CVX)	Stocks	Self	$250,001 - $500,000	Dividends $2,501 - $5,000
Campbell and Kenton County Bond	Gov. Securities	Self	$1,001 - $15,000	Interest $201 - $1,000
California St 4.5% 18	Gov. Securities	Self	$15,001 - $50,000	Interest $201 - $1,000
JP Morgan(JPM)	Stocks	Self	$100,001 - $250,000	Interest $1,001 - $2,500
Los Angeles County 5% 15 Los Angeles County, CA, US	Gov. Securities	Self	N/A	Interest $201 - $1,000
Louisville and Jefferson County Bond Louisville and Jefferson County, KY, US	Gov. Securities	Self	$15,001 - $50,000	Interest $201 - $1,000
Mairs and Powers	Mutual Funds	Self	$15,001 - $50,000	Capital Gains $201 - $1,000
Manulife Financial(MFC)	Stocks	Spouse	$1,001 - $15,000	Dividends $201 - $1,000
Marshall Isley Bank	Stocks	Self	N/A	Dividends $201 - $1,000
May Department / Macy's(M)	Stocks	Self	N/A	Dividends $5,001 - $15,000
McDonalds(MCD)	Stocks	Self	$15,001 - $50,000	Dividends $201 - $1,000
Medtronic(MDT)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Metropolitan Water 4% 12	Gov. Securities	Self	$50,001 - $100,000	Interest $201 - $1,000
Microsoft(MSFT)	Stocks	Self	N/A	Dividends $201 - $1,000
Newmont Mining(NEM)	Stocks	Self	$1,001 - $15,000	Dividends
Northwestern Annuity	Other	Self	$1,001 - $15,000	Dividends $201 - $1,000
Old National Bank Building 1027 Indianapolis Road, Green Castle, IN 46135, US	Real Estate	Self	$500,001 - $1,000,000	Rent $50,001 - $100,000
Pepsico(PEP)	Stocks	Self	N/A	Capital Gains $201 - $1,000
Pepsico(PEP)	Stocks	Self	$1,001 - $15,000	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	$50,001 - $100,000	Interest $2,501 - $5,000
SPDR Gold Trust(GLD)	ETFs	Self	$15,001 - $50,000	Dividends $201 - $1,000
Statoil Hydro ASA(EQNR)	Stocks	Self	N/A	Dividends $1 - $200
Tidewater(TDW)	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	$100,001 - $250,000	Interest $1 - $200
United Bank DC	Bank & Cash	Self	$15,001 - $50,000	Interest $1 - $200
Vacant Lot - Greenbrier Sporting Club, Travelers Hill, White Sulfur Springs, WV Lot 26 White Sulfur Springs, WV, US	Real Estate	Self	$100,001 - $250,000	None
Vanguard Growth Index Fund	Mutual Funds	Self	N/A	Dividends $201 - $1,000
Vanguard Inflation	Mutual Funds	Self	N/A	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	$1,001 - $15,000	Dividends/Capital Gains $201 - $1,000
Vanguard Short Term Tax	Mutual Funds	Self	$250,001 - $500,000	Interest $1,001 - $2,500
Vanguard Tax Exempt	Mutual Funds	Self	$50,001 - $100,000	None
Verizon(VZ)	Stocks	Self	$50,001 - $100,000	Dividends $201 - $1,000
Virginia ST 5% Bond	Gov. Securities	Self	$15,001 - $50,000	Interest $1,001 - $2,500
Virginia ST Res 5.125 Bond	Gov. Securities	Self	$50,001 - $100,000	Interest $1,001 - $2,500
Wal-Mart(WMT)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Walt Disney Co(DIS)	Stocks	Self	$1,001 - $15,000	Dividends $201 - $1,000
Washington First	Stocks	Self	$500,001 - $1,000,000	None
Wells Fargo(WFC)	Stocks	Self	$1,001 - $15,000	Interest $201 - $1,000

Liabilities (2)

Creditor	Type	Amount	Rate	Term
BB&T	mortgage	$100,001 - $250,000	—	—
Columbo Bank	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).