Mike Kelly

Mike Kelly Net Worth & Financial Disclosure

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Annual financial disclosure for 2012, filed August 10, 2012. Includes 36 assets and 1 liabilities.

Est. Net Worth
$19.3M
2012 annual disclosure
Total Assets
$7.8M - $36.8M
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
PeriodEst. net worth
2011$23.5M
2012$19.3M
2013$12.7M

Assets by Category

LLC / Partnership$18.2M (18)
Real Estate$3M (2)
Other$750K (1)
Retirement & Pension$249K (8)
Bank & Cash$49K (3)
Stocks$33K (4)

Top Stock Holdings (from trades)

All Assets (36)

AssetValue
Mike Kelly Chevrolet Cadillac, Inc.
Butler, PA, US
$1,000,001 - $5,000,000
Mike Kelly Hyundai, Inc.
Butler, PA, US
$15,001 - $50,000
Mike Kelly Automotive Inc.
Butler, PA, US
$50,001 - $100,000
Real estate - Pittsburgh Rd.
Butler City, PA, US
$1,000,001 - $5,000,000
Land - 1267 Route 8
Butler County, PA, US
$15,001 - $50,000
Oakleigh Associates Ltd
Mobile, AL, US
N/A
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 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
$15,000 - $15,000
Campbells Gas Partners 2005
Indiana, PA, US
$1 - $1,000
Campbells 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
Phillips Resources Inc.
Warrendale, PA, US
N/A
Pitt Inc.
Warrendale, PA, US
N/A
Vanguard LT Inv Grade Fund (401k)
$50,001 - $100,000
Ivy Asset Strategy Fund (401k)
$1,001 - $15,000
Vanguard Windsor II Fund (401k)
$15,001 - $50,000
T Rowe Price Large Cap Growth (401k)
$50,001 - $100,000
Goldman Sachs Growth Opportunities Fund (401k)
$15,001 - $50,000
Class Small Cap Growth Fund (401k)
$1,001 - $15,000
Dodge & Cox International Stock Fund (401k)
$5,001 - $15,000
Ivy Global Natural Resources Fund (401k)
$1,001 - $15,000
Mary H. Phillips Residuary Trust
$500,001 - $1,000,000
Phillips Resources Inc. common stock
Warrendale, PA, US
N/A
WPX Marcellus Gas LP common stock
Warrendale, PA, US
N/A
Warrendale, PA, US
$15,001 - $50,000
Holdings in Hawthorne - see attached
$5,000,001 - $25,000,000

Liabilities (1)

CreditorTypeAmount
PNC Bank, Pittsburgh, PAmortgage$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).