Nick J. Rahall II

Nick J. Rahall II Net Worth & Financial Disclosure

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Annual financial disclosure for 2009, filed June 15, 2009. Includes 25 assets and 9 liabilities.

Est. Net Worth
$6M
2009 annual disclosure
Total Assets
$3.5M - $9.7M
25 assets
Total Liabilities
$380K - $775K
9 liabilities
Total Trades
171
From PTR filings
Trade Volume
$423K
Midpoint of disclosed ranges

Net Worth Over Time

Show data table
PeriodEst. net worth
2008$5.2M
2009$6M
2010$2.8M
2010$5.7M
2012$1.3M
2013$1.3M

Assets by Category

Bank & Cash$4.2M (8)
Real Estate$876K (3)
Other$758K (7)
LLC / Partnership$458K (3)
Retirement & Pension$216K (3)
Mutual Funds$75K (1)

Top Stock Holdings (from trades)

All Assets (25)

AssetValue
31,225 sh Enviance Corp. Options
$1,001 - $15,000
EGR Industries, Inc.
$250,001 - $500,000
Heritage Apartments
Beckley, WV, US
$500,000 - $500,000
Fifth Third Securities Account / Wachovia Securities Account (See Attachment #1)
$500,001 - $1,000,000
Morgan Stanley Access #1
$1,000,001 - $5,000,000
Morgan Stanley Access #2 and #3
$1 - $1,000
Morgan Stanley Access Account (7256)
$50,001 - $100,000
Morgan Stanley Access Account (8256)
$250,001 - $500,000
Morgan Stanley IRA Account (8256)
$15,001 - $50,000
Congressional Federal Credit Union Account
$1 - $1,000
Union Federal Savings Bank Limited Partnership - SSB Partners & Park Rental
FL, MO, SC, US
$1,001 - $15,000
Heirs of Hoot Cambridge 8.0% Interest on Cambridge Partnership - Real Estate
WV, US
$1 - $1,000
Wachovia Securities SEP IRA
$100,001 - $250,000
Portfolio Strategy Fund - Morgan Stanley (Accounts 6398, 6316)
$50,001 - $100,000
Spectrum Limited Partnerships Capital Bank NA (Checking Account)
$1,001 - $15,000
10 Acres Real Estate - 3533 Hayne, NC (Farm Real Estate)
Hayne, NC, US
$250,001 - $500,000
City National Bank Remainder Unitrust (5% income interest) (See Attachment #10)
$250,001 - $500,000
City National Bank Certificate of Deposit
$5,001 - $15,000
5.38% Interest SNI Development Corp Partnership Real Estate
Santa, NY, US
$50,001 - $100,000
Sampson Co. 22 Acre Tracts - Roseboro, NC - Honeycutt Family Limited Partnership
Roseboro, NC, US
$250,001 - $500,000
Wachovia Securities IRA (See Attachment #8)
$1,001 - $15,000
Federal Home Loan Mortgage Corp Notes
N/A
Chevron USA Inc Global Notes
N/A
Cooper Tire & Rubber Company Bonds
N/A
California State Economic Development Authority Revenue Bonds
California, US
N/A

Liabilities (9)

CreditorTypeAmount
Citi Cardsother$15,001 - $50,000
Chase Home Finance LLC, Columbus, OHmortgage$250,001 - $500,000
American Expressother$15,001 - $50,000
Bank of Americaother$50,001 - $100,000
Chase #2130other$10,001 - $15,000
Chase #2140other$10,001 - $15,000
Discoverother$10,001 - $15,000
Searsother$10,001 - $15,000
Congressional Federal Credit Unionother$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).
Nick J. Rahall II Net Worth & Financial Disclosure 2009: Assets & Portfolio | Congress Stock Tracker