James P. Moran
James P. Moran Net Worth & Financial Disclosure
houseAnnual financial disclosure for 2008, filed May 15, 2008. Includes 147 assets and 4 liabilities.
Est. Net Worth
-$500K
2008 annual disclosure
Total Assets
$0 - $0
147 assets
Total Liabilities
$300K - $700K
4 liabilities
Total Trades
161
From PTR filings
Trade Volume
$3.9M
Midpoint of disclosed ranges
Net Worth Over Time
Assets by Category
Mutual Funds$0 (25)
Stocks$0 (107)
ETFs$0 (2)
LLC / Partnership$0 (9)
Real Estate$0 (1)
Retirement & Pension$0 (3)
Top Stock Holdings (from trades)
All Assets (147)
| Asset | Value |
|---|---|
Goldman Sachs High Yield Municipal Fund Class A | N/A |
UBS High Yield Municipal Fund Class A | N/A |
Liabilities (4)
| Creditor | Type | Amount |
|---|---|---|
| The Kevin S. Bennett Trust | other | $50,001 - $100,000 |
| The Bryan G. Bennett Trust | other | $50,001 - $100,000 |
| Branch Banking & Trust Co. of Virginia | mortgage |
Trading Sector Allocation (from PTR trades)
Energy$72K
Financial Services$1M
Technology$155K
Industrials$112K
Healthcare$56K
Consumer Defensive$80K
Communication Services$81K
Consumer Cyclical$40K
Utilities
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).
