Patrick T. McHenry

Patrick T. McHenry Net Worth & Financial Disclosure

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Annual financial disclosure for 2013, filed May 14, 2013. Includes 14 assets and 4 liabilities.

Est. Net Worth
-$130K
2013 annual disclosure
Total Assets
$429K - $1.1M
14 assets
Total Liabilities
$600K - $1.2M
4 liabilities
Total Trades
1
From PTR filings
Trade Volume
$33K
Midpoint of disclosed ranges

Net Worth Over Time

$736K$447K$158K-$130K2008200920102010201120122013

Assets by Category

Real Estate$458K (4)
Mutual Funds$140K (3)
Bank & Cash$83K (2)
Stocks$49K (3)
LLC / Partnership$33K (1)
Retirement & Pension$8K (1)

Top Stock Holdings (from trades)

All Assets (14)

AssetValue
5224 Union Rd.
Gastonia, NC, US
$15,001 - $50,000
5100 E. 4th Ave
Gastonia, NC, US
$50,001 - $100,000
215 Robinson Rd.
Gastonia, NC, US
$100,001 - $250,000
$15,001 - $50,000
806 Requa Rd
Cherryville, NC, US
$100,001 - $250,000
Locust Hwy 200 LLC
Locust, NC, US
$15,001 - $50,000
Alliance Bank and Trust Stock
$1,001 - $15,000
Congressional Federal Credit Union Checking
$1,001 - $15,000
Congressional FCU Money Market Account
$50,001 - $100,000
IRA Prime Fund Daily Money Fund
$1,001 - $15,000
Morgan Stanley Smith Barney MMC Stock Purchase Plan
$1,001 - $15,000
American Funds 2045 Fund Target Retirement
$15,001 - $50,000
Vanguard Prime Money Market Fund
$15,001 - $50,000
Vanguard Total Bond Mkt Index Inv
$50,001 - $100,000

Liabilities (4)

CreditorTypeAmount
Mr. & Mrs. George LeCroy, Mooresville NC (previous owners of property)mortgage$50,001 - $100,000
Bank of Americamortgage$50,001 - $100,000
Homeward Residentialmortgage$250,001 - $500,000
First Federal of Charlestonmortgage$250,001 - $500,000

Trading Sector Allocation (from PTR trades)

Utilities$33K
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).
Patrick T. McHenry Net Worth & Financial Disclosure 2013 – Assets & Portfolio | Congress Stock Tracker