Patrick T. McHenry
Patrick T. McHenry Net Worth & Financial Disclosure
houseAnnual financial disclosure for 2011, filed May 16, 2011. Includes 17 assets and 2 liabilities.
Est. Net Worth
$461K
2011 annual disclosure
Total Assets
$381K - $1M
17 assets
Total Liabilities
$150K - $350K
2 liabilities
Total Trades
1
From PTR filings
Trade Volume
$33K
Midpoint of disclosed ranges
Net Worth Over Time
Assets by Category
Real Estate$458K (6)
Other$75K (1)
Bank & Cash$57K (4)
Stocks$49K (3)
LLC / Partnership$33K (1)
Mutual Funds$33K (1)
Retirement & Pension$8K (1)
Top Stock Holdings (from trades)
All Assets (17)
| Asset | Value |
|---|---|
McHenry–Putnam Partnership Gastonia, NC, US | N/A |
5524 Union Rd. Gastonia, NC, US | $15,001 - $50,000 |
5530 Union Rd. Gastonia, NC, US | $50,001 - $100,000 |
McHenry-McHenry Rental Property Gastonia, NC, US | N/A |
215 Robinson Rd. Gastonia, NC, US | $100,001 - $250,000 |
Alliance Bank and Trust checking | $1,001 - $15,000 |
ING Direct Savings Account | $1,001 - $15,000 |
| $15,001 - $50,000 | |
Personal loan to McHenry for Congress campaign | $50,001 - $100,000 |
806 Requa Road Cherryville, NC, US | $100,001 - $250,000 |
Locust Hill LLC Locust, NC, US | $15,001 - $50,000 |
Alliance Bank and Trust stock | $1,001 - $15,000 |
Congressional Federal Credit Union Checking | $15,001 - $50,000 |
Congressional Federal Credit Union savings | $1,001 - $15,000 |
IRA Morgan Stanley Smith Barney Money Fund Daily Money Class | $1,001 - $15,000 |
| $1,001 - $15,000 | |
Vanguard Target Retirement 2045 Fund | $15,001 - $50,000 |
Liabilities (2)
| Creditor | Type | Amount |
|---|---|---|
| Mr. & Mrs. George LeCroy, Huntersville NC (previous owners of property) | mortgage | $100,001 - $250,000 |
| Bank of America | mortgage | $50,001 - $100,000 |
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).