George Holding
George Holding Net Worth & Financial Disclosure
houseAnnual financial disclosure for 2013, filed May 15, 2013. Includes 37 assets and 3 liabilities.
Est. Net Worth
$1.3M
2013 annual disclosure
Total Assets
$1.1M - $2.8M
37 assets
Total Liabilities
$400K - $850K
3 liabilities
Total Trades
129
From PTR filings
Trade Volume
$3.3M
Midpoint of disclosed ranges
Net Worth Over Time
Show data table
| Period | Est. net worth |
|---|---|
| 2012 | $450K |
| 2013 | $1.3M |
Assets by Category
LLC / Partnership$750K (1)
Mutual Funds$615K (4)
Other$358K (3)
Stocks$208K (26)
Bank & Cash$24K (3)
Top Stock Holdings (from trades)
All Assets (37)
| Asset | Value |
|---|---|
| $1,001 - $15,000 | |
| $1,001 - $15,000 | |
Arivor Partners Common Stock | $1,001 - $15,000 |
| $1,001 - $15,000 | |
| $1,001 - $15,000 | |
| $1,001 - $15,000 | |
| $1,001 - $15,000 | |
| $1,001 - $15,000 | |
| $1,001 - $15,000 | |
| $1,001 - $15,000 | |
| $1,001 - $15,000 | |
| $1,001 - $15,000 | |
| $1,001 - $15,000 | |
| $1,001 - $15,000 | |
| $1,001 - $15,000 | |
| $1,001 - $15,000 | |
| $1,001 - $15,000 | |
| $1,001 - $15,000 | |
| $1,001 - $15,000 | |
| $1,001 - $15,000 | |
| $1,001 - $15,000 | |
| $1,001 - $15,000 | |
| $1,001 - $15,000 | |
| $1,001 - $15,000 | |
| $1,001 - $15,000 | |
| $1,001 - $15,000 | |
Refund to DMD (5-1-16) | $100,001 - $250,000 |
Balance to DMD (6-1-24) | $100,001 - $250,000 |
Nash Market Trust | $250,001 - $500,000 |
Capital Eagle LLC - Family Real Estate Partnership | $500,001 - $1,000,000 |
Hannah Underwood Child Account | $1,001 - $15,000 |
Apple Investment Fund - Global Equity Income | $100,001 - $250,000 |
Artemis Credit Income | $15,001 - $50,000 |
Union Investment | $15,001 - $50,000 |
Huntington Bank | $1,001 - $15,000 |
Joint No Congress Income Account | $1,001 - $15,000 |
The 1st Savings Bank | $1,001 - $15,000 |
Liabilities (3)
| Creditor | Type | Amount |
|---|---|---|
| Borel | other | $100,001 - $250,000 |
| PNC Citizens Bank | other | $250,001 - $500,000 |
| VISA | credit card | $50,001 - $100,000 |
Trading Sector Allocation (from PTR trades)
Financial Services$985K
Healthcare$374K
Technology$275K
Energy$194K
Basic Materials$8K
Industrials$49K
Consumer Defensive$229K
Utilities$8K
Communication Services$271K
Manufacturing$65K
Real Estate$8K
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).