Mike Kelly
Mike Kelly Net Worth & Financial Disclosure
houseAnnual financial disclosure for 2011, filed August 15, 2011. Includes 36 assets and 1 liabilities.
Est. Net Worth
$23.5M
2011 annual disclosure
Total Assets
$10.5M - $42.5M
36 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
Stocks$15.4M (4)
Retirement & Pension$3.8M (1)
LLC / Partnership$3.2M (16)
Real Estate$3M (3)
Other$750K (1)
Mutual Funds$363K (8)
Bank & Cash$49K (3)
Top Stock Holdings (from trades)
All Assets (36)
| Asset | Value |
|---|---|
Kelly Chevrolet Cadillac, Inc. Butler, PA, US | $1,000,001 - $5,000,000 |
Mike Kelly Automotive, Inc. Butler, PA, US | $15,001 - $50,000 |
Mike Kelly Automotive, Inc. Butler, PA, US | $15,001 - $50,000 |
Real Estate - 252 Pittsburgh Road Butler, PA, US | $1,000,001 - $5,000,000 |
Land - 1267 Pittsburgh Road Butler County, PA, US | $15,001 - $50,000 |
Oakleigh Associates LTD Mobile, Alabama, US | $1,001 - $15,000 |
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 | $1,001 - $15,000 |
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 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 | $1,001 - $15,000 |
Campbells Gas Partners 2005 Indiana, PA, US | $1,001 - $15,000 |
PATA Federal Credit Union Account | $1,001 - $15,000 |
PNC Bank Account | $15,001 - $50,000 |
PNC Bank Account | $1,001 - $15,000 |
Phillips Resources Inc. Common Stock | $5,000,001 - $25,000,000 |
George J. Wamandale, PA Capital Stock (401(k)) Wamandale, PA, US | $2,500,001 - $5,000,000 |
Vanguard LT Investment Grade Fund | $50,001 - $100,000 |
Ivy Asset Strategy Fund | $15,001 - $50,000 |
Vanguard Windsor II Fund | $50,001 - $100,000 |
T. Rowe Price Large Cap Growth Fund | $15,001 - $50,000 |
Goldman Sachs Growth Opportunities Fund | $15,001 - $50,000 |
Oppenheimer Small Cap Growth Fund | $15,001 - $50,000 |
Stock Fund - Fox International | $50,001 - $100,000 |
Ivy Global Natural Resources Fund | $1,001 - $15,000 |
Mary H. Phillips Residual Trust | $500,001 - $1,000,000 |
Phillips Resources Inc. Natural Gas, Warrendale, PA Common Stock Warrendale, PA, US | $100,001 - $250,000 |
TWP, Inc. Natural Gas, Warrendale, PA Common Stock Warrendale, PA, US | $100,001 - $250,000 |
PC Exploration Ltd Ptr 2010 | $1,001 - $15,000 |
| $15,001 - $50,000 |
Liabilities (1)
| Creditor | Type | Amount |
|---|---|---|
| Nextier Bank, Butler, 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
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).