MICHAEL N. CASTLE Net Worth & Financial Disclosure

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Annual financial disclosure for 2009, filed July 14, 2009. Includes 197 assets.

Year:

2010 2009 2008

Est. Net Worth

$6.3M

2009 annual disclosure

Total Assets

$3.4M - $9.1M

197 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$2.8M (74)

Real Estate$1.3M (3)

Stocks$936K (67)

Retirement & Pension$629K (14)

ETFs$321K (10)

Bank & Cash$115K (10)

Gov. Securities$114K (5)

Other$65K (14)

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 (197)

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
224A Justice Court Washington, DC, US	Real Estate	Self	$100,001 - $250,000	Rent $5,001 - $15,000
Kiawah Island Property Kiawah Island, SC, US	Real Estate	Self	$250,001 - $500,000	Rent $15,001 - $50,000
Legg Mason Capital Opportunity Fund	Mutual Funds	Self	N/A	None
Dodge & Cox Balanced Fund	Mutual Funds	Self	N/A	Dividends $2,501 - $5,000
Fidelity Tax Free Money Market	Mutual Funds	Self	$50,001 - $100,000	Dividends $201 - $1,000
Cohen & Steers Realty	Mutual Funds	Self	$15,001 - $50,000	Dividends/Capital Gains $1,001 - $2,500
Boston Partners Small Cap Value II (Now Robeco Boston Partners Small Cap Value II)	Mutual Funds	Self	$50,001 - $100,000	Dividends/Capital Gains $201 - $1,000
FPA Crescent Inst. Shares	Mutual Funds	Self	$15,001 - $50,000	Dividends/Capital Gains $1,001 - $2,500
Harbor International Investor	Mutual Funds	Self	$15,001 - $50,000	Dividends $201 - $1,000
Hennessy Focus 30 Fund	Mutual Funds	Self	$15,001 - $50,000	None
Marsico Focus Fund	Mutual Funds	Self	$50,001 - $100,000	Dividends $1 - $200
Oakmark Global Fund	Mutual Funds	Self	$15,001 - $50,000	Dividends/Capital Gains $1,001 - $2,500
Weitz Partner Value Fund	Mutual Funds	Self	N/A	Capital Gains $1,001 - $2,500
Wm. Blair Small Cap Growth Fund	Mutual Funds	Self	$15,001 - $50,000	Dividends/Capital Gains $1,001 - $2,500
Vanguard Prime Money Market Fund	Mutual Funds	Self	N/A	Dividends $1,001 - $2,500
Vanguard Tax Exempt Money Market	Mutual Funds	Self	$15,001 - $50,000	Dividends $1 - $200
Vanguard Inter-Term Tax-Exempt Fund	Mutual Funds	Self	$50,001 - $100,000	Dividends $1,001 - $2,500
Vanguard Capital Value Fund	Mutual Funds	Self	N/A	None
Vanguard Health Care Fund	Mutual Funds	Self	$50,001 - $100,000	Dividends/Interest $5,001 - $15,000
Vanguard Emerging Markets Vipers	Mutual Funds	Self	$15,001 - $50,000	Dividends $201 - $1,000
Vanguard PRIMECAP Core Fund	Mutual Funds	Self	$50,001 - $100,000	Dividends/Capital Gains $201 - $1,000
Evergreen Money Market Fund	Mutual Funds	Self	$1,001 - $15,000	Dividends $1 - $200
Apache Corp.(APA)	Stocks	Self	$1,001 - $15,000	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
Fiserv, Inc.(FI)	Stocks	Self	$15,001 - $50,000	None
Freeport McMoran Copper & Gold, Inc.(FCX)	Stocks	Self	$1,001 - $15,000	None
Grant Prideco	Stocks	Self	N/A	Capital Gains $5,001 - $15,000
National Oilwell Varco (acquired as part of merger 4/12/2008)(NOV)	Stocks	Self	$15,001 - $50,000	None
Ingersoll Rand Co. Ltd(IR)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
iShares MSCI Canada(EWC)	ETFs	Self	$15,001 - $50,000	Dividends $1 - $200
International Game Technology(IGT)	Stocks	Self	N/A	Dividends $1 - $200
Macrovision Solutions Corp (Merged with Rovi Corp on 5/7/08)(MVSN)	Stocks	Self	$1,001 - $15,000	Dividends
II-VI Inc.(IIVI)	Stocks	Self	$1,001 - $15,000	None
Delaware State HSG Auth. Rev. Bond (due 7/1/17) Delaware, US	Gov. Securities	Self	$15,001 - $50,000	Interest $1,001 - $2,500
Amgen, Inc.(AMGN)	Stocks	Self	$15,001 - $50,000	None
Nucor Corp(NUE)	Stocks	Self	$1,001 - $15,000	Dividends $201 - $1,000
L-3 Communications(LLL)	Stocks	Self	$1,001 - $15,000	Dividends $201 - $1,000
iPath MSCI India Index ETN(INP)	ETFs	Self	N/A	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 (Zero Coupon, due 7/1/17) Puerto Rico, US	Gov. Securities	Self	$1,001 - $15,000	Interest $201 - $1,000
Puerto Rico Hwy Bond (due 7/1/10) Puerto Rico, US	Gov. Securities	Self	$15,001 - $50,000	Interest $1 - $200
Puerto Rico Mun Fin Agy (due 8/1/12) Puerto Rico, US	Gov. Securities	Self	$15,001 - $50,000	Interest $201 - $1,000
BCE Inc. (IRA)(BCE)	Stocks	Self	$50,001 - $100,000	Dividends $201 - $1,000
Intel Corp (IRA)(INTC)	Stocks	Self	$15,001 - $50,000	Dividends $1 - $200
Kimco Realty Corp (IRA)(KIM)	Stocks	Self	$50,001 - $100,000	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	Self	$15,001 - $50,000	Dividends $201 - $1,000
Fidelity Floating Rate High Income (IRA)	Mutual Funds	Self	$50,001 - $100,000	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
Columbia & Acorn International Restructuring (changed from Excelsior Value & Restructuring Fund) (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 $201 - $1,000
Columbia High Yield (IRA)	Mutual Funds	Self	$50,001 - $100,000	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)(EWY)	ETFs	Self	$15,001 - $50,000	Dividends $1 - $200
FBR Focus Fund (formerly FBR Small Cap Fund) (IRA)	Mutual Funds	Self	$1,001 - $15,000	None
Fidelity Equity Income Fund (IRA)	Retirement & Pension	Self	$1,001 - $15,000	Capital Gains $1 - $200
Oakmark International (IRA)	Retirement & Pension	Self	$15,001 - $50,000	Dividends/Capital Gains $2,501 - $5,000
Oakmark Equity & Income (IRA)	Retirement & Pension	Self	$50,001 - $100,000	Dividends/Capital Gains $5,001 - $15,000
Dodge & Cox International Stock Fund (IRA)	Retirement & Pension	Self	$50,001 - $100,000	Dividends $5,001 - $15,000
Pimco Fds: Global Real Return CLA Strategy (IRA)	Retirement & Pension	Self	$15,001 - $50,000	Dividends/Capital Gains $1,001 - $2,500
Pimco Total Return Class D (IRA)	Retirement & Pension	Self	$15,001 - $50,000	Dividends $1,001 - $2,500
Pimco Emerging Markets Bond (IRA)	Retirement & Pension	Self	$15,001 - $50,000	Dividends $1,001 - $2,500
Muhlenkamp Fund (IRA)	Retirement & Pension	Self	N/A	Dividends/Capital Gains $2,501 - $5,000
Wintergreen Fund (IRA)	Retirement & Pension	Self	$1,001 - $15,000	None
Fidelity Cash Reserves (IRA)	Retirement & Pension	Self	$50,001 - $100,000	Dividends $1 - $200
Valeant Pharmaceuticals Int.(VRX)	Stocks	Self	$1,001 - $15,000	None
RMA Tax-Free Fund Inc.	Mutual Funds	Self	$1,001 - $15,000	Interest $1 - $200
Morgan Stanley Liquid Asset (Money Market)	Mutual Funds	Spouse	$1,001 - $15,000	Dividends $1 - $200
Morgan Stanley Pacific Growth Fund (IRA)	Retirement & Pension	Spouse	$1,001 - $15,000	Dividends $1 - $200
Morgan Stanley European Equity Fund (IRA)	Mutual Funds	Spouse	$1,001 - $15,000	Dividends/Capital Gains $1 - $200
Morgan Stanley Focus Growth Fund A (formerly Morgan Stanley Focus Growth Fund) (IRA)	Mutual Funds	Spouse	$1,001 - $15,000	None
Morgan Stanley Dividend Growth Securities (IRA)	Mutual Funds	Spouse	$1,001 - $15,000	Dividends/Capital Gains $1 - $200
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. MdG. 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
Janney Montgomery Scott Money Market	Bank & Cash	Spouse	$50,001 - $100,000	Dividends $1,001 - $2,500
Altria Group, Inc.(MO)	Stocks	Spouse	$1,001 - $15,000	Dividends $201 - $1,000
Philip Morris International (acquired by merger from Altria Group 3/31/08)(PM)	Stocks	Spouse	$1,001 - $15,000	Dividends $1 - $200
Apple Inc.(AAPL)	Stocks	Spouse	$1,001 - $15,000	None
Blackrock Income Trust	Other	Spouse	$1,001 - $15,000	Dividends $201 - $1,000
Citigroup, Inc.(C)	Stocks	Spouse	$1,001 - $15,000	Dividends $1 - $200
General Electric Company(GE)	Stocks	Spouse	$1,001 - $15,000	Dividends $201 - $1,000
Kraft Foods Class A(KHC)	Stocks	Spouse	$1,001 - $15,000	Dividends $1 - $200
Morgan Stanley Insured Municipal Securities	Mutual Funds	Spouse	$1,001 - $15,000	Dividends/Capital Gains $201 - $1,000
Nuveen Municipal Value Fund	Mutual Funds	Spouse	$1,001 - $15,000	Dividends $201 - $1,000
Putnam Premier Income Trust	Mutual Funds	Spouse	$1,001 - $15,000	Dividends $201 - $1,000
Seligman Income Fund	Mutual Funds	Spouse	$1,001 - $15,000	Dividends $201 - $1,000
Wilmington Trust Corp(WL)	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 Financial Authority 4.75% CD due 8/1/22 Puerto Rico, US	Gov. Securities	Spouse	$1,001 - $15,000	Interest $201 - $1,000
GE Capital Corp. 5.125% CD due 5/9/08	Other	Spouse	$1,001 - $15,000	Interest $1 - $200
Ford Motor Credit Co. 5.19% CD due 6/20/08	Other	Spouse	$1,001 - $15,000	Interest $1 - $200
Westernbank PR CD due 2/4/08 Puerto Rico, US	Other	Spouse	$1,001 - $15,000	Interest $1 - $200
Discover Bank Greenwood CD 01/05/08 Greenwood, US	Other	Spouse	$1,001 - $15,000	Interest $1 - $200
BMW Bank North America CD due 10/6/08	Other	Spouse	$1,001 - $15,000	Interest $1 - $200
Washington Mutual Bank CD 10/28/08	Bank & Cash	Spouse	N/A	Interest $1 - $200
First Bank Puerto Rico CD due 3/23/09	Bank & Cash	Spouse	$1,001 - $15,000	Interest $201 - $1,000
Old Harbor Bank Greenwood CD due 8/11/09	Bank & Cash	Spouse	$1,001 - $15,000	Interest $201 - $1,000
Lehman Bros. Bank CD due 6/30/08	Bank & Cash	Spouse	N/A	Interest $1 - $200
Lehman Bros. Coml Bank CD due 10/26/09	Bank & Cash	Spouse	$1,001 - $15,000	Interest $201 - $1,000
Countywide Bank Alexandria VA CD due 3/22/10 Alexandria, VA, US	Bank & Cash	Spouse	N/A	None
Lehman Bros. Bank CD due 3/22/10	Bank & Cash	Spouse	$1,001 - $15,000	Interest $201 - $1,000
Capital Income BLDR FD C	Mutual Funds	Spouse	$15,001 - $50,000	Dividends/Capital Gains $1,001 - $2,500
Income FD AMER N C L C	Mutual Funds	Spouse	$15,001 - $50,000	Dividends/Capital Gains $1,001 - $2,500
Janney Montgomery Scott Money Market (Arthur Disabatino DEC'D IRA)	Retirement & Pension	Spouse	$50,001 - $100,000	Interest $201 - $1,000
Disabatino DEC'D IRA	Retirement & Pension	Spouse	N/A	Interest $1 - $200
PNC Bank due 8/11/08 (Arthur Disabatino)	Bank & Cash	Spouse	N/A	Interest $1 - $200
Capital World Growth & Income FD Class C (Arthur Disabatino DEC'D IRA) - T Rowe Price Variable Annuity	Retirement & Pension	Spouse	$100,001 - $250,000	Dividends $1 - $200
Trust U/A 8-25-41 James M. Castle Trust FBO Michael N. Castle (Acct #651900658)	Other	Self	N/A	Dividends $1,001 - $2,500
Wachovia PT Money Market	Bank & Cash	Self	$1,001 - $15,000	Dividends
JMC Trust #1	Other	Self	N/A	Dividends
Evergreen Core Bond Fund	Mutual Funds	Self	$100,001 - $250,000	Dividends
Evergreen Enhanced S&P 500 Index Fund	Mutual Funds	Self	$100,001 - $250,000	Dividends
JMC Trust #1 - Harbor International Fund	Mutual Funds	Self	$1,001 - $15,000	Dividends
JMC Trust #1 - Artio International Equity	Mutual Funds	Self	$1,001 - $15,000	Dividends
JMC Trust #1 - JP Morgan High Yield Bond Select	Mutual Funds	Self	$1,001 - $15,000	Dividends
JMC Trust #1 - Pimco Foreign Bond FD US Dollar Hedged Inst CL	Mutual Funds	Self	$1,001 - $15,000	Dividends
Pimco Total Return Fund	Mutual Funds	Self	$50,001 - $100,000	Dividends
Shares Russell 2000 Index FD	Mutual Funds	Self	$15,001 - $50,000	Dividends
Trust U/A 1-21-53 James M. Castle Trust FBO Michael N. Castle (Acct #651900640)	Other	Self	N/A	Dividends $5,001 - $15,000
iShares MSCI EAFE Index Fund (JMC Trust #3)	Mutual Funds	Self	$1,001 - $15,000	None
iShares Russell Midcap Index Fund (JMC Trust #3)	Mutual Funds	Self	N/A	None
Janus Money Market (JMC Trust #3)	Mutual Funds	Self	$1,001 - $15,000	None
Wachovia Money Market (JMC Trust #3)	Mutual Funds	Self	$1,001 - $15,000	None
Evergreen Core Bond Fund (JMC Trust #3)	Mutual Funds	Self	N/A	None
DuPont (JMC Trust #3)(DD)	Stocks	Self	$1,001 - $15,000	None
General Electric (JMC Trust #3)(GE)	Stocks	Self	$15,001 - $50,000	None
H.J. Heinz Co. (JMC Trust #3)(HNZ)	Stocks	Self	$1,001 - $15,000	None
Procter & Gamble Co. (JMC Trust #3)(PG)	Stocks	Self	$1,001 - $15,000	None
Exxon Mobil Corp Com (JMC Trust #3)(XOM)	Stocks	Self	$50,001 - $100,000	None
Home Depot (JMC Trust #3)(HD)	Stocks	Self	N/A	None
Intel Corp (JMC Trust #3)(INTC)	Stocks	Self	$1,001 - $15,000	None
Merck (JMC Trust #3)(MRK)	Stocks	Self	$1,001 - $15,000	None
Bristol Myers Squibb Co (JMC Trust #3)(BMY)	Stocks	Self	$1,001 - $15,000	None
Johnson & Johnson (JMC Trust #3)(JNJ)	Stocks	Self	$1,001 - $15,000	None
BNY Mellon Sponsored ADR	Stocks	Self	$1,001 - $15,000	None
JMC Trust #3 - AT&T Inc.(T)	Stocks	Self	$1,001 - $15,000	None
Verizon Communications(VZ)	Stocks	Self	$1,001 - $15,000	None
JMC Trust #3 - J.P. Morgan Chase(JPM)	Stocks	Self	$1,001 - $15,000	None
Bank of New York Mellon(BK)	Stocks	Self	$1,001 - $15,000	None
JMC Trust #3 - Baker Hughes Corp(BKR)	Stocks	Self	$1,001 - $15,000	None
JMC Trust #3 - Emerson Electric Co.(EMR)	Stocks	Self	$1,001 - $15,000	None
JMC Trust #3 - First Trust Corp	Stocks	Self	$1,001 - $15,000	None
IBM(IBM)	Stocks	Self	$1,001 - $15,000	None
JMC Trust #3 - Ross Stores, Inc.(ROST)	Stocks	Self	$1,001 - $15,000	None
JMC Trust #3 - Johnson & Cox International Stock	Mutual Funds	Self	$15,001 - $50,000	None
JMC Trust #3 - SPDR High Yield Bond	ETFs	Self	$15,001 - $50,000	None
JMC Trust #3 - Julius Baer International Equity Fund (International)	Mutual Funds	Self	$15,001 - $50,000	None
JMC Trust #3 - Pimco Foreign Bond Fund	Mutual Funds	Self	$15,001 - $50,000	None
JMC Trust #3 - Mutual Return Fund	Mutual Funds	Self	$50,001 - $100,000	None
JMC Trust #3 - Westport Fund Select Cap Fund	Mutual Funds	Self	$15,001 - $50,000	None
JMC Trust #3 - iShares Russell 2000 Index Fund(IWM)	ETFs	Self	$50,001 - $100,000	None
TIAA 1-4-48 James M. Castle Trust #2 (16.66% interest)	Other	Self	N/A	Dividends $1,001 - $2,500
JMC Trust #2 - Wachovia PT Money Market	Mutual Funds	Self	$1,001 - $15,000	None
JMC Trust #2 - Evergreen Core Bond Fund	Mutual Funds	Self	$15,001 - $50,000	None
JMC Trust #2 - General Electric Co.(GE)	Stocks	Self	$1,001 - $15,000	None
JMC Trust #2 - Home Depot Inc.(HD)	Stocks	Self	$1,001 - $15,000	None
JMC Trust #2 - Abbott Labs(ABT)	Stocks	Self	$15,001 - $50,000	None
JMC Trust #2 - Johnson & Johnson(JNJ)	Stocks	Self	$50,000 - $50,000	None
JMC Trust #2 - Bristol Myers Squibb Co.(BMY)	Stocks	Self	$1 - $1,000	None
JMC Trust #2 - Exxon Corp.(XOM)	Stocks	Self	$1,001 - $15,000	None
JMC Trust #2 - Bank of New York Mellon(BK)	Stocks	Self	$1,001 - $15,000	None
JMC Trust #2 - Cisco Systems(CSCO)	Stocks	Self	$1 - $1,000	None
JMC Trust #2 - Hudson United Co.	Other	Self	$1 - $1,000	Dividends
JMC Trust #2	Other	Self	$1,001 - $15,000	Dividends
BP PLC Sponsored ADR(BP)	Stocks	Self	$1,001 - $15,000	Dividends
JMC Trust #2 - Hospitality	Other	Self	$1,001 - $15,000	Dividends
JMC Trust #2 - Harbor International Fund (INS)	Mutual Funds	Self	$15,001 - $50,000	Dividends
EMC Trust #2 - Evergreen International Bond Fund	Mutual Funds	Self	$1,001 - $15,000	Dividends
Alaska Permanent Fund (Per K-1 #6519006347) Alaska, US	Other	Self	N/A	Dividends $15,001 - $50,000
James M. Castle Jr. Trust - Wachovia PT Money Market	Mutual Funds	Self	$15,001 - $50,000	Interest
James M. Castle Jr. Trust - Delaware Trust Municipal Bond Fund	Mutual Funds	Self	$250,001 - $500,000	Interest
James M. Castle Jr. Trust - DuPont(DD)	Stocks	Self	$1,001 - $15,000	Dividends
James M. Castle Jr. Trust - General Electric(GE)	Stocks	Self	$1,001 - $15,000	Dividends
James M. Castle Jr. Trust - Abbott Labs(ABT)	Stocks	Self	$1,001 - $15,000	Dividends
James M. Castle Jr. Trust - Glaxo Smith Kline(GSK)	Stocks	Self	$1,001 - $15,000	Dividends
James M. Castle Jr. Trust - BP PLC(BP)	Stocks	Self	$1,001 - $15,000	Dividends
Chevron Corp(CVX)	Stocks	Self	$1,001 - $15,000	None
Wellpoint, Inc.(WLP)	Stocks	Self	$1,001 - $15,000	None
Wal-Mart Stores, Inc.(WMT)	Stocks	Self	$1,001 - $15,000	None
Windstream Corp Com(WIN)	Stocks	Self	$1,001 - $15,000	None
Evergreen Enhanced S&P 500 Fund Class A	Mutual Funds	Self	$100,001 - $250,000	None
Eaton International Equity Fund	Mutual Funds	Self	$1,001 - $15,000	None
iShares MSCI EAFE Index Fund(EFA)	ETFs	Self	$15,001 - $50,000	None
iShares Russell Mid Cap Index Fund(IWR)	ETFs	Self	N/A	None
JPMorgan Trust International Equity	Mutual Funds	Self	$1,001 - $15,000	None
iShares DJ Select Dividend Index(DVY)	ETFs	Self	$15,001 - $50,000	None
iShares Russell 2000 Index Fund(IWM)	ETFs	Self	$50,001 - $100,000	None
JPMorgan High Yield Bond Fund	Mutual Funds	Self	$50,001 - $100,000	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).