MICHAEL N. CASTLE Net Worth & Financial Disclosure

house

Annual financial disclosure for 2008, filed June 10, 2008. Includes 190 assets.

Year:

2010 2009 2008

Est. Net Worth

$6.9M

2008 annual disclosure

Total Assets

$3.8M - $10M

190 assets

Total Liabilities

0 liabilities

Total Trades

104

From PTR filings

Trade Volume

$2M

Midpoint of disclosed ranges

Net Worth Over Time

Show data table

Period	Est. net worth
2008	$6.9M
2009	$6.3M
2010	$49K
2010	$5.5M

Assets by Category

Mutual Funds$3.6M (68)

Real Estate$1.3M (3)

Stocks$1.2M (68)

Other$298K (13)

Bank & Cash$281K (14)

ETFs$130K (7)

Gov. Securities$81K (7)

LLC / Partnership$57K (6)

Retirement & Pension$8K (4)

Top Stock Holdings (from trades)

James M. Castle Trust - iShares Russell 2000 Index FundIWM

$75K

JMC Trust #3 - Wyeth ComWYE

$75K

Bank of NY MellonBK

$75K

All Assets (190)

Asset	Type	Owner	Value	Income
14 George Street Dewey Beach, DE, US	Real Estate	Self	$500,001 - $1,000,000	RENT $15,001 - $50,000
220 Pennsylvania Ave SE Washington, DC, US	Real Estate	Self	$100,001 - $250,000	RENT $5,001 - $15,000
4566 Parkside Drive Kissimmee, FL, US	Real Estate	Self	$250,001 - $500,000	RENT $15,001 - $50,000
Legg Mason Capital Opportunity Fund	Mutual Funds	Self	$50,001 - $100,000	DIVIDENDS $1 - $200
Dodge & Cox Balanced Fund	Mutual Funds	Self	$100,001 - $250,000	DIVIDENDS/CAPITAL GAINS $5,001 - $15,000
Fidelity Tax Free Money Market	Mutual Funds	Self	$1,001 - $15,000	Dividends $1 - $200
Cohen & Steers Realty	Mutual Funds	Self	$15,001 - $50,000	Dividends/Capital Gains $5,001 - $15,000
Boston Partners Small Cap Value	Mutual Funds	Self	$50,001 - $100,000	Dividends/Capital Gains $15,001 - $50,000
FPA Crescent Inst. Shares	Mutual Funds	Self	$50,001 - $100,000	Dividends/Capital Gains $2,501 - $5,000
Hennessy Focus 30 Fund	Mutual Funds	Self	$15,001 - $50,000	Dividends/Capital Gains $2,501 - $5,000
Marsico Focus Fund	Mutual Funds	Self	$50,001 - $100,000	Capital Gains $2,501 - $5,000
Oakmark Global Fund	Mutual Funds	Self	$50,001 - $100,000	Dividends/Capital Gains $5,001 - $15,000
Weitz Partner Value Fund	Mutual Funds	Self	$50,001 - $100,000	Dividends/Capital Gains $1,001 - $2,500
Wm Blair Small Cap Growth Fund	Mutual Funds	Self	$15,001 - $50,000	Dividends/Capital Gains $2,501 - $5,000
Vanguard Prime Money Market Fund	Mutual Funds	Self	$50,001 - $100,000	Dividends $2,501 - $5,000
Vanguard Interm-Term Tax Exempt Fund	Mutual Funds	Self	$50,001 - $100,000	Dividends $1,001 - $2,500
Vanguard Capital Value Fund	Mutual Funds	Self	$100,001 - $250,000	Dividends $2,501 - $5,000
Vanguard Health Care Fund	Mutual Funds	Self	$50,001 - $100,000	Dividends/Capital Gains $1,001 - $2,500
Vanguard Inflation Protected Securities Fund	Mutual Funds	Self	$50,001 - $100,000	None
Vanguard Emerging Markets	Mutual Funds	Self	$15,001 - $50,000	Dividends $201 - $1,000
Vipers	Mutual Funds	Self	$15,001 - $50,000	Dividends/Capital Gains $201 - $1,000
Vanguard PRIMECAP Core Fund	Mutual Funds	Self	$50,001 - $100,000	Dividends $201 - $1,000
Evergreen Money Market Fund	Mutual Funds	Self	$1,001 - $15,000	Dividends $1 - $200
Apache Corp.(APA)	Stocks	Self	$15,001 - $50,000	Dividends $1 - $200
Caci Intl Inc.(CACI)	Stocks	Self	$1,001 - $15,000	None
CRA International Inc. (formerly Charles River Associates)(CRAI)	Stocks	Self	$1,001 - $15,000	None
eBay, Inc.(EBAY)	Stocks	Self	$1,001 - $15,000	None
Electronic Arts Inc.(EA)	Stocks	Self	N/A	None
Fiserv Inc.(FI)	Stocks	Self	$15,001 - $50,000	None
Grant Prideco Inc.(GRP)	Stocks	Self	$50,001 - $100,000	None
iShares MSCI Canada(EWC)	ETFs	Self	$15,001 - $50,000	Dividends $201 - $1,000
International Game Technology(IGT)	Stocks	Self	$50,001 - $100,000	Dividends $1 - $200
Gemstar TV Guide(GMST)	Stocks	Self	$1,001 - $15,000	None
Home Depot, Inc.(HD)	Stocks	Self	N/A	Dividends $1 - $200
II-VI Inc.(IIVI)	Stocks	Self	$1,001 - $15,000	None
Delaware State HSG Auth Rev Bond (due 7/1/17)	Gov. Securities	Self	$15,001 - $50,000	Interest $201 - $1,000
Amgen, Inc.(AMGN)	Stocks	Self	$50,001 - $100,000	None
Nucor Corp(NUE)	Stocks	Self	$1,001 - $15,000	Dividends $201 - $1,000
L3 Communications(LLL)	Stocks	Self	$15,001 - $50,000	Dividends $1 - $200
iPath MSCI India Index ETN(INP)	ETFs	Self	$1,001 - $15,000	None
PowerShares Zacks Micro Cap Portfolio(PZI)	ETFs	Self	$1,001 - $15,000	Dividends $201 - $1,000
Symantec Corp(SYMC)	Stocks	Self	$1,001 - $15,000	None
PR Electric Power (due 7-1-17) Zero Coupon	Gov. Securities	Self	$1,001 - $15,000	Interest $201 - $1,000
Tennessee Economic Development Auth. (Due 5-1-07)	Gov. Securities	Self	$1,001 - $15,000	Interest $201 - $1,000
UT General Obligation Bond (due 5-1-07)	Gov. Securities	Self	$1,001 - $15,000	Interest $1 - $200
BCE Inc. (IRA)(BCE)	Stocks	Self	$15,001 - $50,000	Dividends $201 - $1,000
Equity Office Properties (IRA)(EOP)	Stocks	Self	$50,001 - $100,000	Dividends $1,001 - $2,500
Intel Corp. (IRA)(INTC)	Stocks	Self	$15,001 - $50,000	Dividends $1 - $200
Kimco Realty Corp (IRA)(KIM)	Stocks	Self	$15,001 - $50,000	Dividends $1,001 - $2,500
Plum Creek Timber (IRA)(PCL)	Stocks	Self	$15,001 - $50,000	Dividends $1,001 - $2,500
Valero Energy (IRA)(VLO)	Stocks	Spouse	$100,001 - $250,000	Dividends $201 - $1,000
Fidelity Floating Rate High Income	Mutual Funds	Self	$15,001 - $50,000	Dividends $201 - $1,000
Artisan Mid Cap Value (IRA)	Mutual Funds	Self	$15,001 - $50,000	Dividends/Capital Gains $2,501 - $5,000
Bridgeway Aggressive Investor 2 Fund (IRA)	Mutual Funds	Self	$15,001 - $50,000	Capital Gains $1,001 - $2,500
Excelsior Value & Restructuring (IRA)	Mutual Funds	Self	$15,001 - $50,000	Dividends $201 - $1,000
Janus Mid-Cap Value (IRA)	Mutual Funds	Self	$15,001 - $50,000	Dividends/Capital Gains $2,501 - $5,000
Columbia High Yield (IRA)	Mutual Funds	Self	$1,001 - $15,000	Dividends $1 - $200
Columbia Acorn Select Class Z (IRA)	Mutual Funds	Self	$15,001 - $50,000	Capital Gains $201 - $1,000
iShares Inc MSCI S Korea Index Fund (IRA)	ETFs	Self	$15,001 - $50,000	Dividends $1 - $200
FBR Small Cap Fund (formerly FBR Small Cap Fund) (IRA)	Mutual Funds	Self	$1,001 - $15,000	None
Fidelity Equity Income Fund (IRA)	Mutual Funds	Self	$1,001 - $15,000	Capital Gains $1 - $200
Oakmark International (IRA)	Mutual Funds	Self	$15,001 - $50,000	Dividends/Capital Gains $2,501 - $5,000
Oakmark Equity & Income (IRA)	Mutual Funds	Spouse	$50,001 - $100,000	Dividends/Capital Gains $5,001 - $15,000
Dodge & Cox International Stock Fund (IRA)	Mutual Funds	Spouse	$100,001 - $250,000	Dividends $5,001 - $15,000
PIMCO Commodity Real Return Strategy (IRA)	Mutual Funds	Spouse	$50,001 - $100,000	Dividends/Capital Gains $1,001 - $2,500
Pimco Total Return Class D (IRA)	Mutual Funds	Spouse	$15,001 - $50,000	Dividends $1,001 - $2,500
Pimco Emerging Markets Bond (IRA)	Mutual Funds	Spouse	$15,001 - $50,000	Dividends $1,001 - $2,500
Muhlenkamp Fund (IRA)	Mutual Funds	Spouse	$15,001 - $50,000	Dividends/Capital Gains $5,001 - $15,000
Wintergreen Fund (IRA)	Mutual Funds	Spouse	$50,001 - $100,000	None
Fidelity Cash Reserves (IRA)	Mutual Funds	Spouse	$50,001 - $100,000	Dividends $1 - $200
Valeant Pharmaceuticals Intl(VRX)	Stocks	Spouse	N/A	None
Morgan Stanley Liquid Asset Fund (IRA)	Mutual Funds	Spouse	$1,001 - $15,000	Dividends $1 - $200
Morgan Stanley Pacific Growth Fund (IRA)	Mutual Funds	Spouse	$1,001 - $15,000	Dividends $1 - $200
Morgan Stanley European Equity Fund (IRA)	Mutual Funds	Spouse	$1,001 - $15,000	Dividends/Capital Gains $201 - $1,000
Morgan Stanley Focus Growth Fund (IRA)	Mutual Funds	Spouse	$1,001 - $15,000	None
Franklin Templeton Investment Funds - Franklin Mutual Global Discovery Fund (IRA); Morgan Stanley Dividend Growth Securities (IRA)	Mutual Funds	Spouse	$1,001 - $15,000	Dividends/Capital Gains $201 - $1,000
Alger Mid Cap Growth	Mutual Funds	Spouse	$1,001 - $15,000	Dividends $201 - $1,000
Fidelity Diver Intl	Mutual Funds	Spouse	$15,001 - $50,000	Dividends $1,001 - $2,500
Fidelity Equity Inc II	Mutual Funds	Spouse	$15,001 - $50,000	Dividends $1,001 - $2,500
MSIF Sm Co Growth B	Mutual Funds	Spouse	$1,001 - $15,000	Dividends $201 - $1,000
Fid. Mdq. Inc. Port	Mutual Funds	Spouse	$15,001 - $50,000	Dividends $201 - $1,000
Vanguard Money Market Reserve Prime Portfolio	Mutual Funds	Spouse	$1,001 - $15,000	Dividends $201 - $1,000
Morgan Stanley Govt. Money Market	Mutual Funds	Spouse	$50,001 - $100,000	Dividends $1,001 - $2,500
Altria Group Inc.(MO)	Stocks	Spouse	$1,001 - $15,000	Dividends $201 - $1,000
Blackrock Income Trust	Mutual Funds	Spouse	$1,001 - $15,000	Dividends $201 - $1,000
Citigroup, Inc.(C)	Stocks	Spouse	$1,001 - $15,000	Dividends $201 - $1,000
General Electric Company(GE)	Stocks	Spouse	$1,001 - $15,000	Dividends $201 - $1,000
Morgan Stanley Insured Mun. Secur.	Mutual Funds	Spouse	$15,001 - $50,000	Dividends/Capital Gains $201 - $1,000
Nuveen Municipal Value Fund	Mutual Funds	Spouse	$1,001 - $15,000	Dividends/Capital Gains $201 - $1,000
Putnam Premier Income Trust SBI	Mutual Funds	Spouse	$1,001 - $15,000	Dividends $201 - $1,000
Wilmington Trust Corp.	Stocks	Spouse	$1,001 - $15,000	Dividends $201 - $1,000
Franklin Income Fund	Mutual Funds	Spouse	$1,001 - $15,000	Dividends/Capital Gains $1,001 - $2,500
Puerto Rico Municipal Bond 4.75% due 8/1/22 Puerto Rico, US	Gov. Securities	Spouse	$1,001 - $15,000	Interest $201 - $1,000
General Motors Acceptance Corp. 5.125% CD due 5/9/08	Gov. Securities	Spouse	$1,001 - $15,000	Interest $201 - $1,000
JPMorgan Chase & Co. 5.19% CD due 6/20/08(JPM)	Gov. Securities	Spouse	$1,001 - $15,000	Interest $201 - $1,000
Discover Bank Greenwood DE CD due 5/4/07 Greenwood, DE, US	Bank & Cash	Spouse	N/A	Interest $1 - $200
Discover Bank Greenwood DE CD due 8/24/07 Greenwood, DE, US	Bank & Cash	Spouse	N/A	Interest $1 - $200
Washington Mutual Bank CD due 2/4/08	Bank & Cash	Spouse	N/A	Interest $1 - $200
Westernbank PR CD due 2/4/08 Puerto Rico, US	Bank & Cash	Spouse	$1,001 - $15,000	Interest $1 - $200
Discover Bank Greenwood DE CD due 5/5/08 Greenwood, DE, US	Bank & Cash	Spouse	$1,001 - $15,000	Interest $201 - $1,000
BMW Bank North America CD due 10/6/08	Bank & Cash	Spouse	$1,001 - $15,000	Interest $201 - $1,000
Washington Mutual Bank CD due 11/12/08	Bank & Cash	Spouse	$1,001 - $15,000	Interest $201 - $1,000
First Bank Puerto Rico CD due 1/11/08 Puerto Rico, US	Bank & Cash	Spouse	N/A	Interest $201 - $1,000
First Bank Puerto Rico CD due 3/23/09 Puerto Rico, US	Bank & Cash	Spouse	$1,001 - $15,000	Interest $201 - $1,000
Philip Morris 7.2% CD	Other	Spouse	N/A	Interest $1 - $200
Discover Bank Greenwood CD due 8/1/09	Other	Spouse	$1,001 - $15,000	Interest $201 - $1,000
Lehman Bros. Bank CD due 6/30/08	Other	Spouse	$1,001 - $15,000	Interest $1 - $200
Capital One 5.0% CD due 2/27/07	Other	Spouse	N/A	Interest $1 - $200
Lehman Bros. Coml Bank CD due 10/26/09	Other	Spouse	$1,001 - $15,000	Interest $201 - $1,000
Countrywide Bank Alexandria VA CD due 2/10/10 Alexandria, VA, US	Other	Spouse	$1,001 - $15,000	Interest $201 - $1,000
Lehman Bros. Bank CD due 3/22/10	Other	Spouse	$1,001 - $15,000	Interest $201 - $1,000
Capital Income BLDR FD C	Mutual Funds	Spouse	$15,001 - $50,000	Dividends/Capital Gains $2,501 - $5,000
Income FD AMER INC CL C	Mutual Funds	Spouse	$15,001 - $50,000	Dividends/Capital Gains $2,501 - $5,000
Janney Montgomery Scott Money Market (Arthur)	Bank & Cash	Spouse	$50,001 - $100,000	Interest $201 - $1,000
Disabanto (DCDC IRA)	Retirement & Pension	Spouse	N/A	Interest $1 - $200
Merrill Lynch Puerto Rico CD due 1/16/07 Puerto Rico, US	Other	Spouse	N/A	Interest $1 - $200
BMW Disabanto (DCDC IRA)	Retirement & Pension	Spouse	N/A	Interest $1 - $200
Janus Disabanto CD due 3/15/07 (DCDC IRA)	Retirement & Pension	Spouse	N/A	Interest $1 - $200
Providian Natl Bank CD due 8/11/08 (DCDC IRA)	Retirement & Pension	Spouse	$1,001 - $15,000	Interest $1 - $200
T. Rowe Price Variable Annuity	Other	Self	$100,001 - $250,000	None
Trust U/A 8-25-41 James M. Castle Trust #1 (16.66% Annual share of trust income per K-1)	LLC / Partnership	Self	N/A	Dividends $1,001 - $2,500
JMC Trust #4 (006460)	LLC / Partnership	Self	$15,001 - $50,000	None
Wachovia PT Money Market	Bank & Cash	Self	$50,001 - $100,000	None
EverTrust Core Bond Fund	Mutual Funds	Self	$50,001 - $100,000	None
JMC Trust #1 Fund Performance S&P 500 FD CL (formerly Evergreen Large Cap Equity Fund)	Mutual Funds	Spouse	$100,001 - $250,000	None
JMC Trust #1 Harbor International Fund	Mutual Funds	Self	$1,001 - $15,000	None
Trust International Equity Trust U/A 12-15-53 James M. Castle Trust #3 (16.66% Annual share of trust income per K-1)	LLC / Partnership	Self	N/A	Dividends $5,001 - $15,000
JMC Trust #3 (006460)	LLC / Partnership	Self	$1,001 - $15,000	None
iShares MSCI EAFE Index Fund(EFA)	ETFs	Self	$1,001 - $15,000	None
JMC Trust #3 - iShares Russell Midcap Index Fund(IWR)	ETFs	Self	$1,001 - $15,000	None
JMC Trust #3 - Wachovia PT Money Market	Bank & Cash	Self	$1,001 - $15,000	None
JMC Trust #3 - Emerging Markets Bond Fund	Mutual Funds	Self	$50,001 - $100,000	None
JMC Trust #3 - Diageo PLC Sponsored ADR(DEO)	Stocks	Self	N/A	None
JMC Trust #3 - Duke Energy(DUK)	Stocks	Self	$1,001 - $15,000	None
JMC Trust #3 - General Electric(GE)	Stocks	Self	$15,001 - $50,000	None
JMC Trust #3 - Coca Cola(KO)	Stocks	Self	N/A	None
JMC Trust #3 - H.J. Heinz Co(HNZ)	Stocks	Self	$1,001 - $15,000	None
JMC Trust #3 - Johnson & Johnson; Procter & Gamble Co.	Stocks	Self	$1,001 - $15,000	None
JMC Trust #3 - Exxon Mobil Corp Com(XOM)	Stocks	Self	$15,001 - $50,000	None
JMC Trust #3 - Home Depot(HD)	Stocks	Self	$1,001 - $15,000	None
JMC Trust #3 - Intel Corp(INTC)	Stocks	Self	$1,001 - $15,000	None
JMC Trust #3 - Motorola Inc.(MSI)	Stocks	Self	N/A	None
JMC Trust #3 - Wyeth(WYE)	Stocks	Self	$15,001 - $50,000	None
JMC Trust #3 - Bristol Myers Squibb Co.(BMY)	Stocks	Self	$1,001 - $15,000	None
JMC Trust #3 - Johnson & Johnson(JNJ)	Stocks	Self	$1,001 - $15,000	None
JMC Trust #3 - Bank of NY Sponsored ADR	Stocks	Self	$1,001 - $15,000	Dividends
JMC Trust #3 - AT&T Inc.(T)	Stocks	Self	$1,001 - $15,000	Dividends
JMC Trust #3 - Verizon Communications(VZ)	Stocks	Self	$1,001 - $15,000	Dividends
J.P. Morgan Chase(JPM)	Stocks	Self	$1,001 - $15,000	Dividends
JMC Trust #3 - Bank of New York Mellon Corp(BK)	Stocks	Self	$1,001 - $15,000	Dividends
Trust U/A 1-4-46, James M. Castle	Other	Self	N/A	Dividends $1,001 - $2,500
Acct #6519006597	Bank & Cash	Self	$1,001 - $15,000	Interest
WMC Trust #2 - Wilmington Money Market	Mutual Funds	Self	$1,001 - $15,000	Interest
WMC Trust #2 - Evergreen Core Bond Fund	Mutual Funds	Self	$15,001 - $50,000	Interest
WMC Trust #2 - General Electric Co.(GE)	Stocks	Self	$1,001 - $15,000	Dividends
WMC Trust #2 - JMC Trust #2	Other	Self	$1,001 - $15,000	Dividends
Home Depot Inc.(HD)	Stocks	Self	$1,001 - $15,000	Dividends
JMC Trust #2 - Abbott Labs(ABT)	Stocks	Self	$15,001 - $50,000	Dividends
JMC Trust #2 - JMC Trust #2	Other	Self	$50,001 - $100,000	Dividends
JMC Trust #2 - Bristol Myers Squibb Co.(BMY)	Stocks	Self	$1 - $1,000	Dividends
JMC Trust #2 - Exxon Corp(XOM)	Stocks	Self	$1,001 - $15,000	As noted above
JMC Trust #2 - Bank of New York Mellon (Bank of New York and Mellon Financial merged)(BK)	Stocks	Self	$1,001 - $15,000	As noted above
JPMorgan Chase & Co.(JPM)	Stocks	Self	$1 - $1,000	As noted above
Cisco Systems(CSCO)	Stocks	Self	$1 - $1,000	As noted above
JMC Trust #2 - Hewlett Packard Co.(HPQ)	Stocks	Self	$1 - $1,000	As noted above
JMC Trust #2 - BP PLC Sponsored ADR(BP)	Stocks	Self	$1,001 - $15,000	As noted above
JMC Trust #2	LLC / Partnership	Self	$1,001 - $15,000	As noted above
James M. Castle, Jr. - 8/27/68 Allocable Share Trust Income	Other	Self	N/A	Dividends $15,001 - $50,000
Acct #6519006347 - Wachovia PT Money Market	Bank & Cash	Self	$50,001 - $100,000	As noted above
James M. Castle, Jr. Trust - Delaware Trust Municipal Bond Fund	Mutual Funds	Self	$250,001 - $500,000	As noted above
James M. Castle, Jr. Trust	LLC / Partnership	Spouse	$1,001 - $15,000	As noted above
James M. Castle, Jr. Trust - General Electric(GE)	Stocks	Spouse	$15,001 - $50,000	As noted above
James M. Castle, Jr. Trust - Cogdell	Stocks	Self	N/A	None
Abbott Labs(ABT)	Stocks	Self	$1,001 - $15,000	None
Agilent Tech(A)	Stocks	Self	$1,001 - $15,000	None
Cigna Corp(CI)	Stocks	Self	N/A	None
General Electric(GE)	Stocks	Self	N/A	None
Hospira, Inc.(HSP)	Stocks	Self	N/A	None
IBM(IBM)	Stocks	Self	$1,001 - $15,000	None
BP PLC(BP)	Stocks	Self	$1,001 - $15,000	None
ChevronTexaco Corp(CVX)	Stocks	Self	$1,001 - $15,000	None
JP Morgan Chase & Co(JPM)	Stocks	Self	N/A	None
Weststar Energy, Inc.	Stocks	Self	N/A	None
James M. Castle Jr. Trust - Wellpoint, Inc.(WLP)	Stocks	Self	$15,001 - $50,000	None
James M. Castle Jr. Trust - WalMart Stores, Inc.(WMT)	Stocks	Self	$1,001 - $15,000	None
James M. Castle Jr. Trust - EF CJ (formerly Evergreen Large Cap Equity Fund)	Mutual Funds	Self	$100,001 - $250,000	None
Evergreen International Equity Fund	Mutual Funds	Self	$15,001 - $50,000	None
Susan M. Castle Jr. Trust - iShares MSCI EAFE Index Fund(EFA)	ETFs	Self	$15,001 - $50,000	None
James M. Castle, Jr. Trust Index Fund Russell MidCap Index Fund	Mutual Funds	Self	$15,001 - $50,000	None
James M. Castle, Jr. Trust International Equity	Mutual Funds	Self	$15,001 - $50,000	None

Trading Sector Allocation (from PTR trades)

Real Estate$33K

Energy$57K

Financial Services$182K

Healthcare$8K

Technology$40K

Consumer Cyclical$40K

Basic Materials$8K

Industrials$73K

Banking$8K

Utilities$8K

Communication Services$49K

Manufacturing$41K

Consumer Defensive$8K

MICHAEL N. CASTLE trades Wealthiest members Most active traders DE delegation Articles

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).