Howard Coble
Howard Coble Net Worth & Financial Disclosure
houseAnnual financial disclosure for 2013, filed May 15, 2013. Includes 45 assets.
Est. Net Worth
$2.6M
2013 annual disclosure
Total Assets
$1.5M - $3.7M
45 assets
Total Liabilities
$0
0 liabilities
Total Trades
38
From PTR filings
Trade Volume
$379K
Midpoint of disclosed ranges
Net Worth Over Time
Show data table
| Period | Est. net worth |
|---|---|
| 2008 | $2.8M |
| 2009 | $1.7M |
| 2010 | $3.2M |
| 2011 | $2.5M |
| 2012 | $3.5M |
| 2013 | $2.5M |
| 2013 | $2.6M |
Assets by Category
Other$748K (8)
Mutual Funds$572K (14)
Bank & Cash$539K (9)
Real Estate$450K (2)
ETFs$175K (1)
Stocks$57K (8)
Retirement & Pension$33K (1)
Gov. Securities$16K (2)
Top Stock Holdings (from trades)
All Assets (45)
| Asset | Value |
|---|---|
Sterling Select Equity Mutual Fund | $50,001 - $100,000 |
Sterling Select Mid Cap Growth Mutual Fund | $50,001 - $100,000 |
Federated Intermediate Tax Free Investment Fund | $100,001 - $250,000 |
BB&T Savings Account | $1,001 - $15,000 |
Wright-Pattman Federal Credit Union Savings Account | $15,001 - $50,000 |
Wells Fargo Advisors Cap Asset Management Account | $50,001 - $100,000 |
Federated Bond Fund | $1,001 - $15,000 |
Federated MDT Large Cap Fund | $1,001 - $15,000 |
Federated Clover Value Fund | $1,001 - $15,000 |
| $15,001 - $50,000 | |
Bank of North Carolina Stock | $15,001 - $50,000 |
Hartford Insurance Variable Annuity | $100,001 - $250,000 |
MassMutual Insurance Flex Extra Annuity | $50,001 - $100,000 |
MassMutual Insurance Transitions Annuity | $100,001 - $250,000 |
MassMutual Insurance Variable Annuity | $1,001 - $15,000 |
MassMutual Insurance Transitions Select Variable | $100,001 - $250,000 |
Phoenix Life Insurance Annuity | $15,001 - $50,000 |
State Employees Credit Union Savings Account | $1,001 - $15,000 |
UBS Financial Services Resource Management Account | $250,001 - $500,000 |
UBS Financial Services IRA | $15,001 - $50,000 |
78 acre farm Henry County, Virginia, US | $50,001 - $100,000 |
Condo Watauga County, North Carolina, US | $250,001 - $500,000 |
NewBridge Bank Stock | $1,001 - $15,000 |
Invesco VanKampen Equity | $1,001 - $15,000 |
Invesco VanKampen Comstock Mutual Fund | $1,001 - $15,000 |
North Carolina Medicare Community Bond | $1,001 - $15,000 |
Western Carolina University R&D Bond | $1,001 - $15,000 |
New World Mutual Fund | $1,001 - $15,000 |
Capital World Growth and Income Fund | $1,001 - $15,000 |
Yadkin Valley Financial Corporation Stock | $1,001 - $15,000 |
American Equity Insurance | $50,001 - $100,000 |
Allianz Life Insurance Annuity | $15,001 - $50,000 |
Dreyfus Premier Worldwide Growth Fund | $50,001 - $100,000 |
Morgan Stanley Smith Barney Investment Account | N/A |
RS Investments Mutual Fund | $1,001 - $15,000 |
Oppenheimer Developing Markets Fund | $15,001 - $50,000 |
Morgan Stanley Wells Fargo Advisors Investment Account | $1,001 - $15,000 |
| N/A | |
| N/A | |
| N/A | |
| N/A | |
UBS Financial Services RMA | N/A |
| $100,001 - $250,000 | |
Oppenheimer Limited Term Municipal Fund | $50,001 - $100,000 |
| $1,001 - $15,000 |
Trading Sector Allocation (from PTR trades)
Consumer Defensive$8K
Consumer Cyclical$8K
Banking$8K
Industrials$8K
Financial ServicesN/A
Technology$8K
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).