HEATH SHULER
HEATH SHULER Net Worth & Financial Disclosure
houseAnnual financial disclosure for 2012, filed July 12, 2012. Includes 30 assets and 5 liabilities.
Est. Net Worth
$5.8M
2012 annual disclosure
Total Assets
$2.4M - $11.1M
30 assets
Total Liabilities
$550K - $1.2M
5 liabilities
Total Trades
229
From PTR filings
Trade Volume
$1.3M
Midpoint of disclosed ranges
Net Worth Over Time
Show data table
| Period | Est. net worth |
|---|---|
| 2008 | $1.1M |
| 2008 | $22.4M |
| 2009 | $19M |
| 2010 | $3M |
| 2010 | $1.2M |
| 2011 | $6.5M |
| 2011 | $18.5M |
| 2011 | $21M |
| 2012 | $5.8M |
Assets by Category
LLC / Partnership$6M (2)
Mutual Funds$398K (6)
Bank & Cash$132K (6)
Retirement & Pension$97K (6)
Stocks$90K (10)
Top Stock Holdings (from trades)
All Assets (30)
| Asset | Value |
|---|---|
| $1,001 - $15,000 | |
| $15,001 - $50,000 | |
Mountain Commerce Bank (Personal Checking Account) | $1,001 - $15,000 |
| $1,001 - $15,000 | |
The Highlands Property Group, LLC | $1,000,001 - $5,000,000 |
Shuler Properties, LLC | $1,000,001 - $5,000,000 |
NFL Player Annuity & Ins IRA | $15,001 - $50,000 |
Wells Fargo Advisors (Personal IRA) | $1,001 - $15,000 |
| $1,001 - $15,000 | |
| $1,001 - $15,000 | |
| $1 - $1,000 | |
| $1,001 - $15,000 | |
| $15,001 - $50,000 | |
| $1,001 - $15,000 | |
| $1,001 - $15,000 | |
| $1,001 - $15,000 | |
Cash Balance | $50,001 - $100,000 |
NFL Player Second Career Savings Plan - Balanced Fund | $50,001 - $100,000 |
NFL Player Second Career Savings Plan - Value Fund | $100,001 - $250,000 |
NFL Player Second Career Savings Plan - Growth Fund | $50,001 - $100,000 |
NFL Player Second Career Savings Plan - Small Cap Value Fund | $15,001 - $50,000 |
Small Cap Core Fund | $15,001 - $50,000 |
International Fund | $1,001 - $15,000 |
American Capital Ltd | $1 - $1,000 |
Wells Fargo Advisors Cash Balance | $1 - $1,000 |
Wells Fargo Minor Roth IRA Cash Balance (Son) | $1,001 - $15,000 |
Wells Fargo Minor Roth IRA Cash Balance (Daughter) | $1,001 - $15,000 |
FA 529 PORT 2019-OLD CL A 529 | $15,001 - $50,000 |
FA 529 PORT 2020-CL A 529 Savings Plan for Daughter | $1,001 - $15,000 |
Forest Commercial Bank | $1,001 - $15,000 |
Liabilities (5)
| Creditor | Type | Amount |
|---|---|---|
| Bank of America | line of credit | $100,001 - $250,000 |
| SunTrust Bank | other | $50,001 - $100,000 |
| Central Loan Administration & Reporting | mortgage | $250,001 - $500,000 |
| Mountain Commerce Bank | other | $100,001 - $250,000 |
| Forest Commercial Bank | line of credit | $50,001 - $100,000 |
Trading Sector Allocation (from PTR trades)
Consumer Defensive$40K
Consumer Cyclical$98K
Industrials$50K
Financial Services$88K
Energy$72K
Insurance$8K
Technology$165K
Manufacturing$32K
Communication Services$65K
Basic Materials$40K
Healthcare$81K
Real Estate$33K
Wholesale Trade$11K
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).