HEATH SHULER
HEATH SHULER Net Worth & Financial Disclosure
houseAnnual financial disclosure for 2010, filed August 11, 2011. Includes 34 assets and 3 liabilities.
Est. Net Worth
$3M
2010 annual disclosure
Total Assets
$1.3M - $5.9M
34 assets
Total Liabilities
$400K - $850K
3 liabilities
Total Trades
173
From PTR filings
Trade Volume
$1M
Midpoint of disclosed ranges
Net Worth Over Time
Assets by Category
LLC / Partnership$3M (1)
Retirement & Pension$191K (4)
Mutual Funds$157K (6)
Stocks$113K (18)
Bank & Cash$84K (4)
Other$33K (1)
Top Stock Holdings (from trades)
All Assets (34)
| Asset | Value |
|---|---|
FA 529 Port 2019-OLD C.I.A (529 Savings Plan for Son; 529 Savings Plan for Daughter) | $15,001 - $50,000 |
Wells Fargo Advisors Cash | $1 - $1,000 |
Liabilities (3)
| Creditor | Type | Amount |
|---|---|---|
| Bank of America | line of credit | $100,001 - $250,000 |
| United Community Bank | other | $50,001 - $100,000 |
| SunTrust Bank | other |
Trading Sector Allocation (from PTR trades)
Consumer Defensive$40K
Healthcare$73K
Technology$116K
Communication Services$65K
Financial Services$91K
Industrials$53K
Consumer Cyclical$58K
Energy$65K
Basic Materials
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).
