Nick J. Rahall II

Nick J. Rahall II Net Worth & Financial Disclosure

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Annual financial disclosure for 2013, filed August 9, 2013. Includes 19 assets and 7 liabilities.

Est. Net Worth
$1.3M
2013 annual disclosure
Total Assets
$1.5M - $3.9M
19 assets
Total Liabilities
$900K - $1.9M
7 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

Real Estate$1.1M (4)
LLC / Partnership$752K (4)
Bank & Cash$558K (3)
Retirement & Pension$240K (3)
Stocks$0 (2)
Mutual Funds$0 (3)

Top Stock Holdings (from trades)

All Assets (19)

AssetValue
Wells Fargo Advisors IRA - Attachment #1
$15,001 - $50,000
76.57, 82 & 2.2 Acre Tracts - Township
Salemburg, NC, US
$250,001 - $500,000
Kirkwood Rd - Remainder (Unit Trust 5% interest) - See Attachment #6
$500,001 - $1,000,000
10 Acres Real Estate - 3533 Harlowe Avenue
Castle Hayne, NC, US
$250,001 - $500,000
Colonial Bank NA Checking Account
$1,001 - $15,000
Morgan Stanley Account (#916)
N/A
Wellspring Advisors SEP IRA
$100,001 - $250,000
.006449% Interest SB Partners Estate Rental
FL, MO, SC, MN, US
$1 - $1,000
2.80% Interest Cambridge Heights Apartments
MS, US
$1 - $1,000
Development Company Rental
MS, US
$1 - $1,000
Morgan Stanley IRA Account
$15,001 - $50,000
Morgan Stanley Access Account (#487)
$100,001 - $1,000,000
Hilton Head SC Timeshare Property - 2 Week Peak Season
Hilton Head, SC, US
$1,001 - $15,000
EGB Industries, Inc. Investment Bldg & Land
$250,001 - $500,000
N/A
N/A
Astra Growth Fund Class B
N/A
Calvert Growth Fund Class B
N/A
Oppenheimer Equity Fund Class A
N/A

Liabilities (7)

CreditorTypeAmount
Citi Cardsother$15,001 - $50,000
Chase Home Finance LLC, Columbus, OHmortgage$100,001 - $250,000
American Expressother$15,001 - $50,000
Chase #2130other$10,001 - $15,000
Discoverother$10,001 - $15,000
Morgan Stanley, Ft. Worth, TXpersonal loan$250,001 - $500,000
GMAC Mortgage, Waterloo, IAmortgage$500,001 - $1,000,000

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 2013: Assets & Portfolio | Congress Stock Tracker