Howard Coble
Howard Coble Net Worth & Financial Disclosure
houseAnnual financial disclosure for 2011, filed May 16, 2011. Includes 49 assets.
Est. Net Worth
$2.5M
2011 annual disclosure
Total Assets
$1.4M - $3.5M
49 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
Bank & Cash$614K (9)
Real Estate$550K (2)
Mutual Funds$545K (18)
Other$533K (7)
Stocks$135K (8)
Retirement & Pension$33K (2)
Insurance$33K (1)
Gov. Securities$16K (2)
Top Stock Holdings (from trades)
All Assets (49)
| Asset | Value |
|---|---|
BB&T Select Equity Mutual Fund | $50,001 - $100,000 |
BB&T Mid Cap Growth Mutual Fund (jointly held with BB&T Mid Cap Value Mutual Fund) | $50,001 - $100,000 |
BB&T Mid Cap Value Mutual Fund | $100,001 - $250,000 |
Free Investment Fund | $15,001 - $50,000 |
BB&T Savings Account | $1,001 - $15,000 |
Wright Pattman Federal Credit Union Savings Account | $15,001 - $50,000 |
Wells Fargo Advisors Cap Account (renamed from Wachovia) | $50,001 - $100,000 |
Federated Bond Value Fund | $1,001 - $15,000 |
Federated Bond MDT Large Cap Value Fund | $15,001 - $50,000 |
Federated Bond Clover Value Fund | $1,001 - $15,000 |
Bank of America Checking Account | $50,001 - $100,000 |
Bank of North Carolina Stock | $15,001 - $50,000 |
Hartford Insurance Variable Annuity | $100,001 - $250,000 |
MassMutual Insurance Flex Extra Annuity | $10,001 - $50,000 |
MassMutual Insurance Transitions Annuity | $100,001 - $250,000 |
Transamerica Insurance Variable Annuity | $10,001 - $15,000 |
MassMutual Transitions Select Variable Annuity | $50,001 - $100,000 |
Phoenix Life Insurance Annuity | $15,001 - $50,000 |
State Employees Credit Union Savings | $1,001 - $15,000 |
Merrill Lynch Cash Management Account | N/A |
Merrill Lynch IRA | N/A |
UBS Financial Services Resource Management Account | $250,001 - $500,000 |
UBS Financial Services IRA | $15,001 - $50,000 |
78 acre farm, Henry County, Virginia Henry County, Virginia, US | $100,001 - $250,000 |
Condo, Watauga County, North Carolina Watauga County, North Carolina, US | $250,001 - $500,000 |
NewBridge Bank Stock | $50,001 - $100,000 |
Invesco VanKampen Equity and Income (Invesco and VanKampen Comstock Fund merged) | $1,001 - $15,000 |
Invesco VanKampen Comstock Mutual Fund (Invesco and VanKampen Comstock Fund merged) | $1,001 - $15,000 |
North Carolina Medicare Community Bond | $1,001 - $15,000 |
Wachovia Carolina University R&D Bond | $1,001 - $15,000 |
New World Mutual Fund | $1,001 - $15,000 |
Capital World Growth and Income Mutual Fund | $1,001 - $15,000 |
Kodak Financial Corporation Stock | $1 - $1,000 |
American Equity Insurance Annuity | $15,001 - $50,000 |
Allianz Life Insurance Annuity | $15,001 - $50,000 |
Dreyfus Premier Worldwide Growth Fund | $15,001 - $50,000 |
Morgan Stanley Smith Barney Investment Account | $15,001 - $50,000 |
RS Investments Mutual Fund | $15,001 - $50,000 |
Oppenheimer Developing Markets Mutual Fund | $1,001 - $15,000 |
Morgan Stanley (in the Merrill Lynch CMA) | $15,001 - $50,000 |
Federated Kaufman Fund (in the Merrill Lynch CMA) | $1 - $1,000 |
Davis NY Venture (in the Merrill Lynch CMA) | $1 - $1,000 |
Merrill Communications (in the Merrill Lynch CMA) | $1 - $1,000 |
Morgan Stanley Smith Barney Investment Account | $1,001 - $15,000 |
| $5,001 - $15,000 | |
| $1,001 - $5,000 | |
| $1,001 - $5,000 | |
| $1,001 - $5,000 | |
| $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).