Mike Kelly Net Worth & Financial Disclosure

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Annual financial disclosure for 2013, filed August 13, 2013. Includes 166 assets and 1 liabilities.

Year:

2013 2012 2011

Est. Net Worth

$12.7M

2013 annual disclosure

Total Assets

$8.6M - $22.8M

166 assets

Total Liabilities

$1M - $5M

1 liabilities

Total Trades

1,176

From PTR filings

Trade Volume

$141.1M

Midpoint of disclosed ranges

Net Worth Over Time

Show data table

Period	Est. net worth
2011	$23.5M
2012	$19.3M
2013	$12.7M

Assets by Category

Gov. Securities$4.1M (22)

ETFs$3.5M (11)

Mutual Funds$3.4M (24)

Real Estate$3M (2)

Other$750K (1)

Stocks$685K (86)

LLC / Partnership$150K (16)

Bank & Cash$49K (3)

Retirement & Pension$8K (1)

Top Stock Holdings (from trades)

The Bank of New York Mellon CorporationBK

$833K

Microsoft CorporationMSFT

$438K

SPDR Barclays Capital High YieldJNK

$375K

All Assets (166)

Asset	Type	Owner	Value	Income
Mike Kelly Hyundai, Inc. Butler, PA, US	LLC / Partnership	Joint	$1,001 - $15,000	S Corporation $2,501 - $5,000
Kelly Chevrolet Cadillac, Inc. Butler, PA, US	LLC / Partnership	Joint	$50,001 - $100,000	Business Income $15,001 - $50,000
Mike Kelly Automotive Inc. Butler, PA, US	LLC / Partnership	Joint	N/A	None
Standard Acres, Route 8 Butler County, PA, US	Real Estate	Joint	$1,000,001 - $5,000,000	Rent $100,001 - $1,000,000
Standard Acres, Route 8 Butler County, PA, US	Real Estate	Joint	$15,001 - $50,000	None
PC Exploration Ltd Ptr 1985 Warrendale, PA, US	LLC / Partnership	Spouse	$1,001 - $15,000	Partnership Income $5,001 - $15,000
PC Exploration Ltd Ptr 1989 Warrendale, PA, US	LLC / Partnership	Spouse	$1,001 - $15,000	Partnership Income $5,001 - $15,000
PC Exploration Ltd Ptr 2000 Warrendale, PA, US	LLC / Partnership	Spouse	$1 - $1,000	Partnership Income $5,001 - $15,000
PC Exploration Ltd Ptr 2001 Warrendale, PA, US	LLC / Partnership	Spouse	$1 - $1,000	Partnership Income $2,501 - $5,000
PC Exploration Ltd Ptr 2002 Warrendale, PA, US	LLC / Partnership	Spouse	$1 - $1,000	Partnership Income $2,501 - $5,000
PC Exploration Ltd Ptr 2006 Warrendale, PA, US	LLC / Partnership	Spouse	$1,001 - $15,000	Partnership Income $5,001 - $15,000
PC Exploration Ltd Ptr 2007 Warrendale, PA, US	LLC / Partnership	Spouse	$1,001 - $15,000	Partnership Income $2,501 - $5,000
PC Exploration Ltd Ptr 2007 Warrendale, PA, US	LLC / Partnership	Spouse	$1,001 - $15,000	Partnership Income $2,501 - $5,000
PC Exploration Ltd Ptr 2008 Warrendale, PA, US	LLC / Partnership	Spouse	$1,001 - $15,000	Partnership Income $1,001 - $2,500
PC Exploration Ltd Ptr 2008 Warrendale, PA, US	LLC / Partnership	Spouse	$1,001 - $15,000	Partnership Income $1,001 - $2,500
PC Exploration Ltd Ptr 2009 Warrendale, PA, US	LLC / Partnership	Spouse	$1,001 - $15,000	Partnership Income $5,001 - $15,000
Campbells Gas Partners 2005 Indiana, PA, US	LLC / Partnership	Spouse	$1 - $1,000	None
Indiana Gas Partners 2005 Indiana, PA, US	LLC / Partnership	Spouse	$1 - $1,000	None
PATA Federal Credit Union Account	Bank & Cash	Spouse	$1,001 - $15,000	Interest $1 - $200
PNC Bank account	Bank & Cash	Spouse	$1,001 - $15,000	Interest $1 - $200
PNC Bank account	Bank & Cash	Joint	$15,001 - $50,000	Interest $1 - $200
Vanguard LT Investment Grade	Mutual Funds	Self	$50,001 - $100,000	None
VY Asset Strategy Fund	Mutual Funds	Self	$1,001 - $15,000	None
Vanguard Windsor II Fund	Mutual Funds	Self	$15,001 - $50,000	None
T Rowe Price Large Cap Growth	Mutual Funds	Self	$15,001 - $50,000	None
Goldman Sachs Growth Opportunities Fund	Mutual Funds	Self	$15,001 - $50,000	None
Ivy Small Cap Growth Fund Class A	Mutual Funds	Self	$1,001 - $15,000	None
Dodge & Cox International Stock Fund	Mutual Funds	Self	$15,001 - $50,000	None
Royalty Natural Resources Fund	Retirement & Pension	Self	$1,001 - $15,000	None
Mary H. Philips Residuary Trust	Other	Self	$500,001 - $1,000,000	Excepted Trust $15,001 - $50,000
General Motors stock(GM)	Stocks	Spouse	$1,001 - $15,000	None
California State Economic Recovery Series A Bonds	Gov. Securities	Spouse	$100,001 - $250,000	Interest $5,001 - $15,000
California St General Obligation Bonds	Gov. Securities	Spouse	$100,001 - $250,000	Interest $2,501 - $5,000
Citizens Property Insurance Co.	Gov. Securities	Spouse	$250,001 - $500,000	Interest $2,501 - $5,000
Colorado St Hgh Ed Facs Auth Rev Bonds	Gov. Securities	Spouse	$100,001 - $250,000	Interest $1,001 - $2,500
Dekalb Pn Hosp Auth Children	Gov. Securities	Spouse	$100,001 - $250,000	Interest $2,501 - $5,000
Florida St Brd Cap Outlay Ser Bonds	Gov. Securities	Spouse	$100,001 - $250,000	Interest $5,001 - $15,000
Hampton County VA Ref 7 Pub Imp Bonds	Gov. Securities	Spouse	$250,001 - $500,000	Interest $5,001 - $15,000
Illinois St Sales Tax Rev Agm Ca Bonds	Gov. Securities	Spouse	$100,001 - $250,000	Interest $2,501 - $5,000
Massachusetts Rev Clean Water Bonds	Gov. Securities	Spouse	$100,001 - $250,000	Interest $2,501 - $5,000
Michigan St Environmental Bonds	Gov. Securities	Spouse	$100,001 - $250,000	Interest $2,501 - $5,000
Missouri St Hwys & Trans Comm Bonds	Gov. Securities	Spouse	$100,001 - $250,000	Interest $1,001 - $2,500
North Carolina St Est Muni P Bonds	Gov. Securities	Spouse	$250,001 - $500,000	Interest $1,001 - $2,500
Ohio St Wtr Dev Auth Wtr Ref Bonds	Gov. Securities	Spouse	$100,001 - $250,000	Interest $2,501 - $5,000
Pittsburgh City MD Ref Cons Bonds	Gov. Securities	Spouse	$250,001 - $500,000	Interest $2,501 - $5,000
Puerto Rico Elec Pwr Auth Pwr Bonds	Gov. Securities	Spouse	$100,001 - $250,000	Interest $5,001 - $15,000
Southern Calif Pub Pwr Auth Rev Bonds	Gov. Securities	Spouse	$100,001 - $250,000	Interest $2,501 - $5,000
Tampa Bay Wtr Fla A Regl Wtr Rev Bonds	Gov. Securities	Spouse	$100,001 - $250,000	Interest $2,501 - $5,000
Washington St Ser C G.O. Bonds	Gov. Securities	Spouse	$100,001 - $250,000	Interest $5,001 - $15,000
Ambac Bonds	Gov. Securities	Spouse	$100,001 - $250,000	Capital Gains/Interest $2,501 - $5,000
Ohio St Hwy Cap Imp Ser J Bonds	Gov. Securities	Spouse	N/A	Capital Gains/Interest $2,501 - $5,000
Tobacco Settlement Fing Corp N J Bonds	Gov. Securities	Spouse	N/A	Interest $2,501 - $5,000
California St Dept Wtr Res Pwr S Ser L Bonds	Gov. Securities	Spouse	N/A	Capital Gains/Interest $2,501 - $5,000
Blackrock Liquidity Funds	Mutual Funds	Spouse	$500,001 - $1,000,000	Interest $201 - $1,000
3M Company Stock(MMM)	Stocks	Spouse	$1,001 - $15,000	Dividends $1 - $200
Accenture PLC Class A Stock(ACN)	Stocks	Spouse	$1,001 - $15,000	None
Agrium Inc Stock(AGU)	Stocks	Spouse	$1,001 - $15,000	None
Allegion Inc Stock(ALLE)	Stocks	Spouse	$1,001 - $15,000	Dividends $1 - $200
American Express Co Stock(AXP)	Stocks	Spouse	$1,001 - $15,000	Dividends $1 - $200
Anheuser Busch Stock(BUD)	Stocks	Spouse	$1,001 - $15,000	None
Apple Inc. Stock(AAPL)	Stocks	Spouse	$15,001 - $50,000	Capital Gains/Dividends $2,501 - $5,000
AT&T Inc. Stock(T)	Stocks	Spouse	$1,001 - $15,000	Dividends $201 - $1,000
Boeing Co. Stock(BA)	Stocks	Spouse	$1,001 - $15,000	Dividends $1 - $200
Capital One Financial Corp Stock(COF)	Stocks	Spouse	$1,001 - $15,000	Dividends $1 - $200
CF Industries Holdings Inc Stock(CF)	Stocks	Spouse	$1,001 - $15,000	Dividends $1 - $200
Chevron Corporation Stock(CVX)	Stocks	Spouse	$1,001 - $15,000	Dividends/Capital Gains $201 - $1,000
Chubb Corp Stock(CB)	Stocks	Spouse	$1,001 - $15,000	Dividends $1 - $200
Cisco Systems Inc Stock(CSCO)	Stocks	Spouse	$1,001 - $15,000	Dividends $201 - $1,000
Citigroup Inc Stock(C)	Stocks	Spouse	$1,001 - $15,000	Dividends $1 - $200
Coca-Cola Co Stock(KO)	Stocks	Spouse	$1,001 - $15,000	Dividends $201 - $1,000
Comcast Corporation Class A Stock(CMCSA)	Stocks	Spouse	$1,001 - $15,000	Dividends $1 - $200
Cooper Cos Inc New Stock(COO)	Stocks	Spouse	$1,001 - $15,000	None
Covidien PLC (ISIN IE) Stock(COV)	Stocks	Spouse	$1,001 - $15,000	Dividends $201 - $1,000
Discover Financial W/I Stock(DFS)	Stocks	Spouse	$1,001 - $15,000	Dividends $1 - $200
Disney Co stock(DIS)	Stocks	Spouse	$1,001 - $15,000	Dividends $1 - $200
Eastman Chemical Co stock(EMN)	Stocks	Spouse	$1,001 - $15,000	Dividends $1 - $200
Ebay Inc stock(EBAY)	Stocks	Spouse	$1,001 - $15,000	None
EMC Corp stock(EMC)	Stocks	Spouse	$1,001 - $15,000	None
ENSCO PLC Class A Stock(ESV)	Stocks	Spouse	$1,001 - $15,000	None
Equity Residential Ben Int stock(EQR)	Stocks	Spouse	$1,001 - $15,000	Dividends $1 - $200
Exxon Mobile Corp stock(XOM)	Stocks	Spouse	$15,001 - $50,000	Dividends $201 - $1,000
Fifth Third Bancorp stock(FITB)	Stocks	Spouse	$1,001 - $15,000	Dividends
FMC Corporation New stock(FMC)	Stocks	Spouse	$1,001 - $15,000	Capital Gains $201 - $1,000
Gannett Inc stock(GCI)	Stocks	Spouse	$1,001 - $15,000	None
General Electric Co stock(GE)	Stocks	Spouse	$50,001 - $100,000	Dividends $201 - $1,000
Google Inc-Cl A stock(GOOGL)	Stocks	Spouse	$1,001 - $15,000	Capital Gains/Dividends $1,001 - $2,500
Home Depot Inc stock(HD)	Stocks	Spouse	$1,001 - $15,000	Dividends $201 - $1,000
Intel Corp stock(INTC)	Stocks	Spouse	$1,001 - $15,000	Dividends $201 - $1,000
International Business Machines stock(IBM)	Stocks	Spouse	$1,001 - $15,000	Capital Gains/Dividends $1,001 - $2,500
Johnson & Johnson stock(JNJ)	Stocks	Spouse	$1,001 - $15,000	Dividends/Capital Gains $201 - $1,000
JP Morgan Chase & Co stock(JPM)	Stocks	Spouse	$1,001 - $15,000	Dividends $201 - $1,000
Limited Brands Inc stock(LB)	Stocks	Spouse	$1,001 - $15,000	Dividends $201 - $1,000
M&T Bank Corp stock(MTB)	Stocks	Spouse	$1,001 - $15,000	Dividends $1 - $200
Macy's Inc stock(M)	Stocks	Spouse	$1,001 - $15,000	Capital Gains/Dividends $1,001 - $2,500
McCormick & Co Inc stock(MKC)	Stocks	Spouse	$1,001 - $15,000	None
Merck & Co Inc stock(MRK)	Stocks	Spouse	$1,001 - $15,000	Dividends $201 - $1,000
Microsoft Corp stock(MSFT)	Stocks	Spouse	$1,001 - $15,000	Capital Gains/Dividends $1,001 - $2,500
Moody's Corp stock(MCO)	Stocks	Spouse	$1,001 - $15,000	Dividends $1 - $200
Mylan Inc stock(MYL)	Stocks	Spouse	$1,001 - $15,000	None
National Oil Well Varco Inc stock(NOV)	Stocks	Spouse	$1,001 - $15,000	Dividends $1 - $200
OGE Energy Corp stock(OGE)	Stocks	Spouse	$1,001 - $15,000	Dividends $1 - $200
Oracle Corp stock(ORCL)	Stocks	Spouse	$1,001 - $15,000	Dividends $1 - $200
Pall Corp stock	Stocks	Spouse	$1,001 - $15,000	None
Pfizer Inc stock(PFE)	Stocks	Spouse	$1,001 - $15,000	Dividends $201 - $1,000
Philip Morris International stock(PM)	Stocks	Spouse	$1,001 - $15,000	Dividends $1 - $200
Polaris Inds Inc stock(PII)	Stocks	Spouse	$1,001 - $15,000	Dividends $1 - $200
Proctor & Gamble Co stock(PG)	Stocks	Spouse	$1,001 - $15,000	Dividends $201 - $1,000
PVH Corp stock(PVH)	Stocks	Spouse	$1,001 - $15,000	Dividends $1 - $200
Qualcomm stock(QCOM)	Stocks	Spouse	$1,001 - $15,000	Capital Gains/Dividends $201 - $1,000
Resmed Inc stock(RMD)	Stocks	Spouse	$1,001 - $15,000	Dividends $1 - $200
Ross Stores Inc stock(ROST)	Stocks	Spouse	$1,001 - $15,000	Dividends $1 - $200
Shire PLC stock	Stocks	Spouse	$1,001 - $15,000	Dividends $1 - $200
Suncor Energy Inc stock(SU)	Stocks	Spouse	$1,001 - $15,000	Dividends $1 - $200
The Hershey Company stock(HSY)	Stocks	Spouse	$1,001 - $15,000	Dividends $201 - $1,000
Union Pacific Corp stock(UNP)	Stocks	Spouse	$1,001 - $15,000	Dividends $201 - $1,000
United Technologies Corp stock(UTX)	Stocks	Spouse	$1,001 - $15,000	Dividends $201 - $1,000
UnitedHealth Group Inc stock(UNH)	Stocks	Spouse	$1,001 - $15,000	Capital Gains/Dividends $201 - $1,000
Wells Fargo & Company stock(WFC)	Stocks	Spouse	$1,001 - $15,000	Dividends $201 - $1,000
Whole Foods Mkt Inc stock(WFM)	Stocks	Spouse	$1,001 - $15,000	Dividends $201 - $1,000
Wisconsin Energy Corp stock(WEC)	Stocks	Spouse	$1,001 - $15,000	Dividends $201 - $1,000
Borg Warner Inc stock(BWA)	Stocks	Spouse	$15,001 - $50,000	None
Dollar Tree Inc stock(DLTR)	Stocks	Spouse	N/A	Capital Gains $2,501 - $5,000
Mattel Inc stock(MAT)	Stocks	Spouse	N/A	Capital Gains/Dividends $2,501 - $5,000
McDonald's Corp stock(MCD)	Stocks	Spouse	N/A	Capital Gains/Dividends $1,001 - $2,500
Target Corp stock(TGT)	Stocks	Spouse	N/A	None
Kraft Foods Inc stock(KFT)	Stocks	Spouse	N/A	Capital Gains $201 - $1,000
Lauder Estee Cos Inc stock(EL)	Stocks	Spouse	N/A	Capital Gains/Dividends $1,001 - $2,500
JM Smucker Co stock(SJM)	Stocks	Spouse	N/A	Dividends $1 - $200
DuPont E I De Nemours & Co Stock(DD)	Stocks	Spouse	N/A	Capital Gains/Dividends $201 - $1,000
Vodafone Group PLC Stock(VOD)	Stocks	Spouse	N/A	Capital Gains/Dividends $1,001 - $2,500
Northeast Utilities Stock(NU)	Stocks	Spouse	N/A	Capital Gains/Dividends $201 - $1,000
Artisan Intl Fund	Mutual Funds	Spouse	$100,001 - $250,000	Dividends $1,001 - $2,500
Artisan Small Cap Value	Mutual Funds	Spouse	$15,001 - $50,000	Dividends/Capital Gains $201 - $1,000
Aston Tamro Small Cap	Mutual Funds	Spouse	$15,001 - $50,000	Capital Gains $1,001 - $2,500
Baron Small Cap Fund	Mutual Funds	Spouse	$15,001 - $50,000	Capital Gains $201 - $1,000
BlackRock EFS Equity Cl	Mutual Funds	Spouse	$100,001 - $250,000	Dividends/Capital Gains $2,501 - $5,000
Dodge & Cox Intl Fund	Mutual Funds	Spouse	$100,001 - $250,000	Dividends $2,501 - $5,000
Eaton Vance Global Fund	Mutual Funds	Spouse	$250,001 - $500,000	Dividends $5,001 - $15,000
Fidelity Adv Floating	Mutual Funds	Spouse	$250,001 - $500,000	Dividends/Capital Gains $5,001 - $15,000
Harbor Intl Fund	Mutual Funds	Spouse	$100,001 - $250,000	Dividends $2,501 - $5,000
iPath Dow Jones Commodity(DJP)	ETFs	Spouse	$500,001 - $1,000,000	None
iShares Barclays TIPS	ETFs	Spouse	$250,001 - $500,000	Dividends $5,001 - $15,000
iShares iBoxx $ Invest	ETFs	Spouse	$100,001 - $250,000	Dividends/Capital Gains $1,001 - $2,500
iShares JP Morgan Emrg	ETFs	Spouse	$100,001 - $250,000	Dividends $1,001 - $2,500
SPDR Barc Cap High Yld	ETFs	Spouse	$250,001 - $500,000	Dividends/Capital Gains $15,001 - $50,000
SPDR Dow Jones REIT	ETFs	Spouse	$250,001 - $500,000	Capital Gains/Dividends $5,001 - $15,000
SPDR Gold Trust ETF	ETFs	Spouse	$250,001 - $500,000	None
T Rowe Price Growth	Mutual Funds	Spouse	$100,001 - $250,000	Dividends $201 - $1,000
Vanguard Growth ETF	ETFs	Spouse	$250,001 - $500,000	Capital Gains $5,001 - $15,000
Vanguard Mid Cap ETF	ETFs	Spouse	$100,001 - $250,000	Capital Gains/Dividends $5,001 - $15,000
Vanguard Mid Cap GR	Mutual Funds	Spouse	$100,001 - $250,000	Dividends $1,001 - $2,500
Vanguard Mid Cap Val	Mutual Funds	Spouse	$250,001 - $500,000	Dividends $2,501 - $5,000
Vanguard Small Cap	Mutual Funds	Spouse	$15,001 - $50,000	Dividends $201 - $1,000
Vanguard Small Cap GR	Mutual Funds	Spouse	$15,001 - $50,000	Dividends $201 - $1,000
Vanguard Small Cap Val	Mutual Funds	Spouse	$50,001 - $100,000	Dividends $201 - $1,000
Vanguard Value ETF(VTV)	ETFs	Spouse	$250,001 - $500,000	CAPITAL GAINS/DIVIDEND $5,001 - $15,000
iShares Tr MSCI Emerging Markets / IV Global Natural Resources(EEM)	ETFs	Spouse	N/A	None
Invesco Ltd stock(IVZ)	Stocks	Spouse	N/A	None
Herbalife Ltd stock(HLF)	Stocks	Spouse	N/A	None
Pimco Commodity Real Return Strategy Fund Institutional	Mutual Funds	Spouse	N/A	None
Bed Bath & Beyond stock(BBBY)	Stocks	Spouse	N/A	None
International Paper Co stock(IP)	Stocks	Spouse	N/A	None
Caterpillar Inc stock(CAT)	Stocks	Spouse	N/A	None
Noble Energy stock(NBL)	Stocks	Spouse	N/A	None
Norfolk Southern stock(NSC)	Stocks	Spouse	N/A	None
T Rowe Price Group Inc stock(TROW)	Stocks	Spouse	N/A	CAPITAL GAINS $201 - $1,000

Liabilities (1)

Creditor	Type	Amount	Rate	Term
PNC Bank, Pittsburgh, PA	mortgage	$1,000,001 - $5,000,000	—	—

Trading Sector Allocation (from PTR trades)

Financial Services$5.3M

Consumer Cyclical$1.8M

Banking$221K

Industrials$2.2M

Consumer Defensive$742K

Basic Materials$1.4M

Healthcare$1.2M

Communication Services$348K

Energy$1.6M

Technology$2.1M

Manufacturing$89K

Utilities$739K

Retail Trade$428K

Services$240K

Real Estate$300K

Construction$8K

Insurance$105K

Mike Kelly trades Wealthiest members Most active traders PA 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).