Nick J. Rahall II
Nick J. Rahall II Net Worth & Financial Disclosure
houseAnnual financial disclosure for 2008, filed July 1, 2008. Includes 27 assets and 10 liabilities.
Est. Net Worth
$5.2M
2008 annual disclosure
Total Assets
$2.8M - $8.7M
27 assets
Total Liabilities
$355K - $740K
10 liabilities
Total Trades
171
From PTR filings
Trade Volume
$423K
Midpoint of disclosed ranges
Net Worth Over Time
Show data table
| Period | Est. net worth |
|---|---|
| 2008 | $5.2M |
| 2009 | $6M |
| 2010 | $2.8M |
| 2010 | $5.7M |
| 2012 | $1.3M |
| 2013 | $1.3M |
Assets by Category
Bank & Cash$3.7M (8)
Other$750K (1)
LLC / Partnership$458K (3)
Real Estate$416K (4)
Retirement & Pension$208K (2)
Gov. Securities$100K (3)
Mutual Funds$95K (5)
Stocks$8K (1)
Top Stock Holdings (from trades)
All Assets (27)
| Asset | Value |
|---|---|
Incentive Stock Options - 31,225 sh Enviance Corp. | $1,001 - $15,000 |
FGR Industrial LLC (ESOP, Bldg & Land) Beckley, WV, US | $250,001 - $500,000 |
Property - 2 week peak season timeshare | $1,001 - $15,000 |
Wachovia Securities Account | $1,000,001 - $5,000,000 |
Morgan Stanley Account #4 (Morgan Stanley Access Investing Access) | $100,001 - $250,000 |
Morgan Stanley Access #2 Account | $50,001 - $100,000 |
Morgan Stanley Access #3 Account | $250,001 - $500,000 |
Morgan Stanley IRA Account | $15,001 - $50,000 |
Congressional Federal Credit Union | $1 - $1,000 |
SNI Development Company NY, US | $15,001 - $50,000 |
Cambridge Heights Apartments MS, US | $1 - $1,000 |
SB Partners LLC FL, MO, SC, MN & GA, US | $1,001 - $15,000 |
Wachovia Securities SEP IRA | $100,001 - $250,000 |
Portfolio Strategy Fund LP NY, US | $50,001 - $100,000 |
Morgan Stanley Dean Witter Mount Kisco Account | $15,001 - $50,000 |
Wachovia Bank NA Checking Account | $1,001 - $15,000 |
Marathon Real Estate 3533 Marathon Avenue, Castle Hayne, NC, US | $250,001 - $500,000 |
Nick Joe Rahall Charitable Remainder Unitrust (5%) | $500,001 - $1,000,000 |
First National Bank Certificate of Deposit | $15,001 - $50,000 |
Philippines Republic Bond (11/01/2011) | $17,553 - $17,553 |
United Mexican States 5.125% Bond (08/2013) | $28,699 - $28,699 |
U.S. Treasury Bonds (08/15/2019) | $54,092 - $54,092 |
Morgan Stanley Institutional Fund – Growth | $26,276 - $26,276 |
AllianceBernstein Large Cap Growth Fund | $25,460 - $25,460 |
Baird Mid Cap Fund | $10,580 - $10,580 |
JPMorgan Large Cap Select Fund Class R6 | $18,000 - $18,000 |
Touchstone Growth Fund | $15,060 - $15,060 |
Liabilities (10)
| Creditor | Type | Amount |
|---|---|---|
| Citi Cards | other | $15,001 - $50,000 |
| Chase Home Finance LLC., Columbus, OH | mortgage | $250,001 - $500,000 |
| American Express | other | $15,001 - $50,000 |
| Chase | other | $10,001 - $15,000 |
| Bank of America | other | $15,001 - $50,000 |
| Chase | other | $10,001 - $15,000 |
| Chase | other | $10,001 - $15,000 |
| Discover | other | $10,001 - $15,000 |
| Sears | other | $10,001 - $15,000 |
| Congressional Federal Credit Union | other | $10,001 - $15,000 |
Trading Sector Allocation (from PTR trades)
Energy$24K
HealthcareN/A
Financial ServicesN/A
UtilitiesN/A
TechnologyN/A
Consumer CyclicalN/A
Real EstateN/A
Consumer DefensiveN/A
Industrials$24K
Communication ServicesN/A
ManufacturingN/A
Basic MaterialsN/A
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).