HEATH SHULER
HEATH SHULER Net Worth & Financial Disclosure
houseAnnual financial disclosure for 2011, filed November 4, 2011. Includes 29 assets and 3 liabilities.
Est. Net Worth
$6.5M
2011 annual disclosure
Total Assets
$2.4M - $11.3M
29 assets
Total Liabilities
$200K - $450K
3 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)
Retirement & Pension$420K (9)
Bank & Cash$259K (4)
Stocks$121K (11)
Mutual Funds$53K (3)
Top Stock Holdings (from trades)
All Assets (29)
| Asset | Value |
|---|---|
United Community Bank (Bank Checking Account) | $50,001 - $100,000 |
Mountain Commerce Bank | $1,001 - $15,000 |
| $1,001 - $15,000 | |
The Highlands Property Group, LLC | $1,000,001 - $5,000,000 |
Eagle Properties, LLC | $1,000,001 - $5,000,000 |
NFL Player Annuity & Insurance | $15,001 - $50,000 |
Wells Fargo Advisors (Personal IRA) Oil & Gas Ltd | $1,001 - $15,000 |
| N/A | |
| $1,001 - $15,000 | |
| $15,001 - $50,000 | |
| $1,001 - $15,000 | |
| $15,001 - $50,000 | |
| $1,001 - $15,000 | |
| $1,001 - $15,000 | |
| $1,001 - $15,000 | |
| N/A | |
Cash Balance | $100,001 - $250,000 |
NEI Players Second Career Savings Plan - 401k Growth Fund | $50,001 - $100,000 |
NEI Players Second Career Savings Plan - 401k Value Fund | $100,001 - $250,000 |
NEI Players Second Career Savings Plan - 401k Growth Fund | $50,001 - $100,000 |
Small Cap Value Fund | $1,001 - $15,000 |
Small Cap Core Fund | $15,001 - $50,000 |
International Fund | $10,001 - $15,000 |
| $1,001 - $15,000 | |
Wells Fargo Advisors Cash Balance | $1 - $1,000 |
Janus Orlando Minor Roth IRA Cash Balance (Son) | $1,001 - $15,000 |
Wells Fargo Minor Roth IRA (Son) | $1,001 - $10,000 |
FA 529 Port 2019-QID C L A (529 Savings Plan for Son) | $15,001 - $50,000 |
FA 529 Port Aggressive (529 Savings Plan for Daughter) | $1,001 - $15,000 |
Liabilities (3)
| Creditor | Type | Amount |
|---|---|---|
| Bank of America | line of credit | $100,001 - $250,000 |
| United Community Bank | line of credit | $50,001 - $100,000 |
| SunTrust Bank | other | $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$89K
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).