George Holding
George Holding Net Worth & Financial Disclosure
houseAnnual financial disclosure for 2013, filed May 15, 2013. Includes 37 assets and 3 liabilities.
Year:
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
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 |
Liabilities (3)
| Creditor | Type | Amount |
|---|---|---|
| Borel | other | $100,001 - $250,000 |
| PNC Citizens Bank | other | $250,001 - $500,000 |
| VISA | credit card |
Trading Sector Allocation (from PTR trades)
Financial Services$1M
Healthcare$374K
Energy$194K
Consumer Defensive$293K
Communication Services$279K
Basic Materials$8K
Industrials$49K
Technology$267K
Utilities
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).
