Mike Kelly
Mike Kelly Net Worth & Financial Disclosure
houseAnnual financial disclosure for 2013, filed August 13, 2013. Includes 166 assets and 1 liabilities.
Est. Net Worth
$12.7M
2013 annual disclosure
Total Assets
$8.6M - $22.8M
166 assets
Total Liabilities
$1M - $5M
1 liabilities
Total Trades
1,163
From PTR filings
Trade Volume
$140.6M
Midpoint of disclosed ranges
Net Worth Over Time
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)
All Assets (166)
| Asset | Value |
|---|---|
Mike Kelly Hyundai, Inc. Butler, PA, US | $1,001 - $15,000 |
Kelly Chevrolet Cadillac, Inc. Butler, PA, US | $50,001 - $100,000 |
Mike Kelly Automotive Inc. Butler, PA, US | N/A |
Standard Acres, Route 8 Butler County, PA, US | $1,000,001 - $5,000,000 |
Standard Acres, Route 8 Butler County, PA, US | $15,001 - $50,000 |
PC Exploration Ltd Ptr 1985 Warrendale, PA, US | $1,001 - $15,000 |
PC Exploration Ltd Ptr 1989 Warrendale, PA, US | $1,001 - $15,000 |
PC Exploration Ltd Ptr 2000 Warrendale, PA, US | $1 - $1,000 |
PC Exploration Ltd Ptr 2001 Warrendale, PA, US | $1 - $1,000 |
PC Exploration Ltd Ptr 2002 Warrendale, PA, US | $1 - $1,000 |
PC Exploration Ltd Ptr 2006 Warrendale, PA, US | $1,001 - $15,000 |
PC Exploration Ltd Ptr 2007 Warrendale, PA, US | $1,001 - $15,000 |
PC Exploration Ltd Ptr 2007 Warrendale, PA, US | $1,001 - $15,000 |
PC Exploration Ltd Ptr 2008 Warrendale, PA, US | $1,001 - $15,000 |
PC Exploration Ltd Ptr 2008 Warrendale, PA, US | $1,001 - $15,000 |
PC Exploration Ltd Ptr 2009 Warrendale, PA, US | $1,001 - $15,000 |
Campbells Gas Partners 2005 Indiana, PA, US | $1 - $1,000 |
Indiana Gas Partners 2005 Indiana, PA, US | $1 - $1,000 |
PATA Federal Credit Union Account | $1,001 - $15,000 |
PNC Bank account | $1,001 - $15,000 |
PNC Bank account | $15,001 - $50,000 |
Vanguard LT Investment Grade | $50,001 - $100,000 |
VY Asset Strategy Fund | $1,001 - $15,000 |
Vanguard Windsor II Fund | $15,001 - $50,000 |
T Rowe Price Large Cap Growth | $15,001 - $50,000 |
Goldman Sachs Growth Opportunities Fund | $15,001 - $50,000 |
Ivy Small Cap Growth Fund Class A | $1,001 - $15,000 |
Dodge & Cox International Stock Fund | $15,001 - $50,000 |
Royalty Natural Resources Fund | $1,001 - $15,000 |
Mary H. Philips Residuary Trust | $500,001 - $1,000,000 |
| $1,001 - $15,000 | |
California State Economic Recovery Series A Bonds | $100,001 - $250,000 |
California St General Obligation Bonds | $100,001 - $250,000 |
Citizens Property Insurance Co. | $250,001 - $500,000 |
Colorado St Hgh Ed Facs Auth Rev Bonds | $100,001 - $250,000 |
Dekalb Pn Hosp Auth Children | $100,001 - $250,000 |
Florida St Brd Cap Outlay Ser Bonds | $100,001 - $250,000 |
Hampton County VA Ref 7 Pub Imp Bonds | $250,001 - $500,000 |
Illinois St Sales Tax Rev Agm Ca Bonds | $100,001 - $250,000 |
Massachusetts Rev Clean Water Bonds | $100,001 - $250,000 |
Michigan St Environmental Bonds | $100,001 - $250,000 |
Missouri St Hwys & Trans Comm Bonds | $100,001 - $250,000 |
North Carolina St Est Muni P Bonds | $250,001 - $500,000 |
Ohio St Wtr Dev Auth Wtr Ref Bonds | $100,001 - $250,000 |
Pittsburgh City MD Ref Cons Bonds | $250,001 - $500,000 |
Puerto Rico Elec Pwr Auth Pwr Bonds | $100,001 - $250,000 |
Southern Calif Pub Pwr Auth Rev Bonds | $100,001 - $250,000 |
Tampa Bay Wtr Fla A Regl Wtr Rev Bonds | $100,001 - $250,000 |
Washington St Ser C G.O. Bonds | $100,001 - $250,000 |
Ambac Bonds | $100,001 - $250,000 |
Ohio St Hwy Cap Imp Ser J Bonds | N/A |
Tobacco Settlement Fing Corp N J Bonds | N/A |
California St Dept Wtr Res Pwr S Ser L Bonds | N/A |
Blackrock Liquidity Funds | $500,001 - $1,000,000 |
| $1,001 - $15,000 | |
| $1,001 - $15,000 | |
| $1,001 - $15,000 | |
| $1,001 - $15,000 | |
| $1,001 - $15,000 | |
| $1,001 - $15,000 | |
| $15,001 - $50,000 | |
| $1,001 - $15,000 | |
| $1,001 - $15,000 | |
| $1,001 - $15,000 | |
| $1,001 - $15,000 | |
| $1,001 - $15,000 | |
| $1,001 - $15,000 | |
| $1,001 - $15,000 | |
| $1,001 - $15,000 | |
| $1,001 - $15,000 | |
| $1,001 - $15,000 | |
| $1,001 - $15,000 | |
| $1,001 - $15,000 | |
| $1,001 - $15,000 | |
| $1,001 - $15,000 | |
| $1,001 - $15,000 | |
| $1,001 - $15,000 | |
| $1,001 - $15,000 | |
| $1,001 - $15,000 | |
| $1,001 - $15,000 | |
| $15,001 - $50,000 | |
| $1,001 - $15,000 | |
| $1,001 - $15,000 | |
| $1,001 - $15,000 | |
| $50,001 - $100,000 | |
| $1,001 - $15,000 | |
| $1,001 - $15,000 | |
| $1,001 - $15,000 | |
| $1,001 - $15,000 | |
| $1,001 - $15,000 | |
| $1,001 - $15,000 | |
| $1,001 - $15,000 | |
| $1,001 - $15,000 | |
| $1,001 - $15,000 | |
| $1,001 - $15,000 | |
| $1,001 - $15,000 | |
| $1,001 - $15,000 | |
| $1,001 - $15,000 | |
| $1,001 - $15,000 | |
| $1,001 - $15,000 | |
| $1,001 - $15,000 | |
| $1,001 - $15,000 | |
Pall Corp stock | $1,001 - $15,000 |
| $1,001 - $15,000 | |
| $1,001 - $15,000 | |
| $1,001 - $15,000 | |
| $1,001 - $15,000 | |
| $1,001 - $15,000 | |
| $1,001 - $15,000 | |
| $1,001 - $15,000 | |
| $1,001 - $15,000 | |
Shire PLC stock | $1,001 - $15,000 |
| $1,001 - $15,000 | |
| $1,001 - $15,000 | |
| $1,001 - $15,000 | |
| $1,001 - $15,000 | |
| $1,001 - $15,000 | |
| $1,001 - $15,000 | |
| $1,001 - $15,000 | |
| $1,001 - $15,000 | |
| $15,001 - $50,000 | |
| N/A | |
| N/A | |
| N/A | |
| N/A | |
| N/A | |
| N/A | |
| N/A | |
| N/A | |
| N/A | |
| N/A | |
Artisan Intl Fund | $100,001 - $250,000 |
Artisan Small Cap Value | $15,001 - $50,000 |
Aston Tamro Small Cap | $15,001 - $50,000 |
Baron Small Cap Fund | $15,001 - $50,000 |
BlackRock EFS Equity Cl | $100,001 - $250,000 |
Dodge & Cox Intl Fund | $100,001 - $250,000 |
Eaton Vance Global Fund | $250,001 - $500,000 |
Fidelity Adv Floating | $250,001 - $500,000 |
Harbor Intl Fund | $100,001 - $250,000 |
| $500,001 - $1,000,000 | |
iShares Barclays TIPS | $250,001 - $500,000 |
iShares iBoxx $ Invest | $100,001 - $250,000 |
iShares JP Morgan Emrg | $100,001 - $250,000 |
SPDR Barc Cap High Yld | $250,001 - $500,000 |
SPDR Dow Jones REIT | $250,001 - $500,000 |
SPDR Gold Trust ETF | $250,001 - $500,000 |
T Rowe Price Growth | $100,001 - $250,000 |
Vanguard Growth ETF | $250,001 - $500,000 |
Vanguard Mid Cap ETF | $100,001 - $250,000 |
Vanguard Mid Cap GR | $100,001 - $250,000 |
Vanguard Mid Cap Val | $250,001 - $500,000 |
Vanguard Small Cap | $15,001 - $50,000 |
Vanguard Small Cap GR | $15,001 - $50,000 |
Vanguard Small Cap Val | $50,001 - $100,000 |
| $250,001 - $500,000 | |
| N/A | |
| N/A | |
| N/A | |
Pimco Commodity Real Return Strategy Fund Institutional | N/A |
| N/A | |
| N/A | |
| N/A | |
| N/A | |
| N/A | |
| N/A |
Liabilities (1)
| Creditor | Type | Amount |
|---|---|---|
| PNC Bank, Pittsburgh, PA | mortgage | $1,000,001 - $5,000,000 |
Trading Sector Allocation (from PTR trades)
Industrials$2.2M
Financial Services$5.3M
Healthcare$1.1M
Basic Materials$1.4M
Utilities$739K
Technology$2.1M
Energy$1.6M
Consumer Cyclical$1.8M
Communication Services$332K
Manufacturing$89K
Services$240K
Consumer Defensive$710K
Retail Trade$428K
Real Estate$300K
Banking$221K
Construction$8K
Insurance$105K
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).