HEATH SHULER Net Worth & Financial Disclosure

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Annual financial disclosure for 2008, filed February 9, 2009. Includes 153 assets.

Year:

2012 2011 2010 2009 2008

Est. Net Worth

$1.1M

2008 annual disclosure

Total Assets

$142K - $2.1M

153 assets

Total Liabilities

0 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

Stocks$1.1M (153)

Top Stock Holdings (from trades)

ASTA FUNDING INCASFI

$24K

CONSTELLATION BRANDS INC CL ASTZ

COMTECH TELECOMMUNICATIONS CORPCMTL

$17K

EXPRESS SCRIPTS INCESRX

$17K

All Assets (153)

Asset	Type	Owner	Value	Income
AEGON N V ORD AMER REG	Stocks	Self	$1,001 - $15,000	Dividends $1 - $1,000
ABN AMRO HOLDING N V SPONSORED ADR	Stocks	Self	$1,001 - $15,000	Dividends $1 - $1,000
ALCATEL LUCENT ADR	Stocks	Self	$1,001 - $15,000	Dividends $1 - $1,000
AMGEN INC(AMGN)	Stocks	Self	$1,001 - $15,000	None
ASTRAZENECA PLC(AZN)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $1,000
AXA NOBEL NV ADR	Stocks	Self	$1,001 - $15,000	Dividends $1 - $1,000
ALTRIA GROUP INC(MO)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $1,000
AT&T INC(T)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $1,000
BOSTON SCIENTIFIC(BSX)	Stocks	Self	$1,001 - $15,000	None
BRISTOL MYERS SQUIBB CO(BMY)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $1,000
BT GROUP PLC ADR(BTI)	Stocks	Self	$1,001 - $15,000	None
CITIGROUP INC(C)	Stocks	Self	$1,001 - $15,000	None
COUNTRYWIDE FINANCIAL CORP	Stocks	Self	$1,001 - $15,000	Dividends $1 - $1,000
DAIMLER CHRYSLER AG ORD	Stocks	Self	$1,001 - $15,000	None
DELL INC(DELL)	Stocks	Self	$1,001 - $15,000	None
DOW CHEMICAL COMPANY(DOW)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $1,000
EASTMAN KODAK COMPANY(KODK)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $1,000
ELECTRONIC DATA SYSTEMS CORP	Stocks	Self	$1,001 - $15,000	None
FEDERAL HOME LOAN MTG	Stocks	Self	$1,001 - $15,000	Dividends $1 - $1,000
FORD MOTOR CO(F)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $1,000
FRANCE TELECOM SPON ADR	Stocks	Self	$1,001 - $15,000	Dividends $1 - $1,000
FUJIFILM HLDGS CORP ADR	Stocks	Self	$1,001 - $15,000	Dividends $1 - $1,000
GENENTECH INC	Stocks	Self	$1,001 - $15,000	Dividends $1 - $1,000
GENERAL ELECTRIC(GE)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $1,000
GLAXOSMITHKLINE PLC ADR(GSK)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $1,000
HOME DEPOT INC(HD)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $1,000
HSBC HOLDINGS PLC SPON(HSBC)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $1,000
IDEARC INC	Stocks	Self	N/A	None
INTEL CORP(INTC)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $1,000
INTERNATIONAL BUSINESS MACHINES CORP(IBM)	Stocks	Self	N/A	None
J SAINSBURY PLC ADR (NEW)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $1,000
JOHNSON & JOHNSON(JNJ)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $1,000
KONINKLIJKE AHOLD ADR	Stocks	Self	$1,001 - $15,000	Dividends/Return of Capital $1 - $1,000
KROGER COMPANY COMMON(KR)	Stocks	Self	$1,001 - $15,000	None
KT CORP SP ADR(KT)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $1,000
LOWES CORPORATION(LOW)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $1,000
MARKS & SPENCER PLC ADR	Stocks	Self	$1 - $1,000	Dividends $1 - $1,000
MARSH AND MCLENNAN COMPANIES INC(MMC)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $1,000
MCCLATCHY COMPANY CL A(MNI)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $1,000
MERCK & CO INC(MRK)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $1,000
MICRON TECHNOLOGY INC(MU)	Stocks	Self	$1,001 - $15,000	None
MICROSOFT CORP(MSFT)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $1,000
MILIEA HOLDINGS INC ADR	Stocks	Self	$1,001 - $15,000	Dividends $1 - $1,000
MITSUBISHI UFJ FINANCIAL ADR(MUFG)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $1,000
Mitsui Sumitomo Ins	Stocks	Self	$1,001 - $15,000	Dividends $1 - $1,000
Mizuho Financial Group ADR(MFG)	Stocks	Self	$1,001 - $15,000	Dividends
Motorola Inc(MOT)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $1,000
National City Corp	Stocks	Self	$1,001 - $15,000	Dividends $1 - $1,000
Nestle S A Reg ADR(NSRGY)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $1,000
Nippon Telegraph & Telephone Corp(NTT)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $1,000
Nortel Networks Corp	Stocks	Self	$1,001 - $15,000	None
Pfizer Incorporated(PFE)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $1,000
Portugal Telecom	Stocks	Self	$1,001 - $15,000	Dividends $1 - $1,000
Safeway Inc	Stocks	Self	$1,001 - $15,000	Dividends $1 - $1,000
Sanofi Aventis ADR(SNY)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $1,000
Sara Lee Corp	Stocks	Self	$1,001 - $15,000	Dividends $1 - $1,000
Schering Plough Corp	Stocks	Self	$1,001 - $15,000	Dividends $1 - $1,000
STMicroelectronics NV(STM)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $1,000
Sumitomo Mitsui Finl(SMFG)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $1,000
Telefonica SA(TEF)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $1,000
Telefonos de Mexico SA ADR(TMX)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $1,000
Tenet Healthcare Corp(THC)	Stocks	Self	$1 - $1,000	None
Unilever NV ADR(UN)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $1,000
Verizon Communications(VZ)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $1,000
Washington Mut Inc	Stocks	Self	$1,001 - $15,000	None
Wyeth	Stocks	Self	$1,001 - $15,000	None
Xerox(XRX)	Stocks	Self	$1,001 - $15,000	None
Abbott Laboratories(ABT)	Stocks	Self	N/A	None
Abercrombie & Fitch Co Cl A(ANF)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $1,000
ACE Ltd	Stocks	Self	$1,001 - $15,000	Dividends $1 - $1,000
Apple Inc(AAPL)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $1,000
AT&T Inc(T)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $1,000
Bank United Inc	Stocks	Self	$1,001 - $15,000	Dividends $1 - $1,000
Baxter Intl Inc(BAX)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $1,000
Berkley W R Corp(WRB)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $1,000
Cabot Oil & Gas Corp(COG)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $1,000
Central European Distrib Corp	Stocks	Self	$1,001 - $15,000	None
Central Aluminum Co	Stocks	Self	$1,001 - $15,000	None
Chattem Inc	Stocks	Self	N/A	None
Chattem Inc	Stocks	Self	$1,001 - $15,000	None
Chiquita Brands Inc	Stocks	Self	$1,001 - $15,000	Dividends $1 - $1,000
Citigroup Inc(C)	Stocks	Self	$1,001 - $15,000	None
Comcast Corp(CMCSA)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $1,000
Commerical Metals Co(CMC)	Stocks	Self	$1,001 - $15,000	None
Comtech Telecommunications Corp(CMTL)	Stocks	Self	$1,001 - $15,000	None
ConocoPhillips(COP)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $1,000
Consolidated Brands Inc Cl A	Stocks	Self	$1,001 - $15,000	Dividends $1 - $1,000
Coventry Health Care Inc(CVH)	Stocks	Self	$1,001 - $15,000	None
Donnelley R R & Sons(RRD)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $1,000
Downey Financial Corp	Stocks	Self	$1,001 - $15,000	None
DuPont E I De Nemours & Co(DD)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $1,000
eBay Inc(EBAY)	Stocks	Self	$1,001 - $15,000	None
Endo Pharmaceuticals Hldgs Inc(ENDP)	Stocks	Self	$1,001 - $15,000	None
Energen Corp(EGN)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $1,000
Equifax Inc(EFX)	Stocks	Self	$1,001 - $15,000	None
Express Scripts Inc(ESRX)	Stocks	Self	$1,001 - $15,000	None
FedEx Corp(FDX)	Stocks	Self	$1,001 - $15,000	None
Forest Laboratories Inc	Stocks	Self	$1,001 - $15,000	None
Fortune Brands Inc	Stocks	Self	$1,001 - $15,000	None
Gap Inc(GPS)	Stocks	Self	$1,001 - $15,000	None
Genentech Inc(DNA)	Stocks	Self	$1,001 - $15,000	None
Genlyte Group Inc	Stocks	Self	$1,001 - $15,000	None
Harman Intl Inds Inc(HAR)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $1,000
Harris Corp Del(HRS)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $1,000
Hartford Finl Svcs Group Inc(HIG)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $1,000
Heinz H J Co(HNZ)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $1,000
Hewlett-Packard Co(HPQ)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $1,000
Huntington Bancshares Inc(HBAN)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $1,000
Illinois Tool Works Inc(ITW)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $1,000
Intel Global Com Inc(INTC)	Stocks	Self	$1,001 - $15,000	None
KLA-Tencor Corp(KLAC)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $1,000
Kimberly-Clark Corp(KMB)	Stocks	Self	$1,001 - $15,000	None
Kohl's(KSS)	Stocks	Self	$1,001 - $15,000	None
Kraft Foods Inc(KFT)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $1,000
L-3 Communications Holdings Inc(LLL)	Stocks	Self	$1,001 - $15,000	None
Laboratory Corp of America Holdings(LH)	Stocks	Self	$1,001 - $15,000	None
Lamar Advertising Co(LAMR)	Stocks	Self	$1,001 - $15,000	None
Lawson Products Inc(LAWS)	Stocks	Self	$1,001 - $15,000	None
Limited Brands Inc(LB)	Stocks	Self	$1,001 - $15,000	None
Lincoln Electric Holdings Inc(LECO)	Stocks	Self	$1,001 - $15,000	None
Mattel Inc(MAT)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $1,000
Medarex Inc(MEDX)	Stocks	Self	$1,001 - $15,000	None
Mettler-Toledo International Inc(MTD)	Stocks	Self	$1,001 - $15,000	None
Mohawk Industries Inc(MHK)	Stocks	Self	$1,001 - $15,000	None
Morgan Stanley(MS)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $1,000
Motorola Inc(MOT)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $1,000
NASDAQ Stock Market Inc(NDAQ)	Stocks	Self	$1,001 - $15,000	None
Nektar Therapeutics(NKTR)	Stocks	Self	$1,001 - $15,000	None
News Corp(NWSA)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $1,000
Noble Energy Inc(NBL)	Stocks	Self	$1,001 - $15,000	None
Oracle Corporation(ORCL)	Stocks	Self	$1,001 - $15,000	None
Pfizer Inc(PFE)	Stocks	Self	$1,001 - $15,000	None
Precision Castparts Corp(PCP)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $1,000
Procter & Gamble Co(PG)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $1,000
Progress Energy Inc(PGN)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $1,000
Raytheon Company(RTN)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $1,000
Schlumberger Ltd(SLB)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $1,000
Smith Intl Inc(SII)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $1,000
Stanley Inc(SXE)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $1,000
Texas Instruments Inc(TXN)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $1,000
Thermo Fisher Scientific Inc(TMO)	Stocks	Self	$1,001 - $15,000	None
UnitedHealth Group Inc(UNH)	Stocks	Self	$1,001 - $15,000	None
ValueClick Inc.(VCLK)	Stocks	Self	N/A	None
Verizon Inc.(VZ)	Stocks	Self	N/A	None
Wachovia Corp.(WB)	Stocks	Self	N/A	None
Waddell & Reed(WDR)	Stocks	Self	$1,001 - $15,000	None
Waste Management Inc.(WM)	Stocks	Self	$1,001 - $15,000	None
WellCare Health Plans Inc.(WCG)	Stocks	Self	N/A	None
Wesco International Inc.(WCC)	Stocks	Self	$1,001 - $15,000	None
Whirlpool Corp.(WHR)	Stocks	Self	$1,001 - $15,000	None
Xilinx Inc.(XLNX)	Stocks	Self	$1,001 - $15,000	None
Zimmer Holdings Inc.(ZMH)	Stocks	Self	$1,001 - $15,000	None
Zoran Corp.(ZRAN)	Stocks	Self	N/A	None

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$89K

Real Estate$33K

Wholesale Trade$11K

HEATH SHULER trades Wealthiest members Most active traders NC delegation Articles

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).