HOWARD L. BERMAN
HOWARD L. BERMAN Net Worth & Financial Disclosure
houseAnnual financial disclosure for 2009, filed July 13, 2009. Includes 5 assets.
Est. Net Worth
$666K
2009 annual disclosure
Total Assets
$416K - $915K
5 assets
Total Liabilities
$0
0 liabilities
Total Trades
36
From PTR filings
Trade Volume
$811K
Midpoint of disclosed ranges
Net Worth Over Time
Show data table
| Period | Est. net worth |
|---|---|
| 2008 | $1.1M |
| 2009 | $666K |
| 2010 | $4.2M |
| 2011 | $3.7M |
| 2012 | $3.6M |
Assets by Category
LLC / Partnership$416K (3)
Bank & Cash$250K (2)
Top Stock Holdings (from trades)
All Assets (5)
| Asset | Value |
|---|---|
Prudential Energy LPS | $15,001 - $50,000 |
3627 Waterford, LLC | $250,001 - $500,000 |
Washington Mutual Bank | $50,001 - $100,000 |
Jones Investment Club | $1,001 - $15,000 |
Raymond James & Assoc., Inc. | $100,001 - $250,000 |
Trading Sector Allocation (from PTR trades)
Energy$41K
Financial Services$181K
Basic Materials$41K
Technology$16K
Healthcare$33K
IndustrialsN/A
Consumer Cyclical$33K
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).