Patrick T. McHenry

Patrick T. McHenry Net Worth & Financial Disclosure

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Annual financial disclosure for 2012, filed May 11, 2012. Includes 13 assets and 4 liabilities.

Est. Net Worth
-$28K
2012 annual disclosure
Total Assets
$484K - $1.3M
13 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)
Bank & Cash$183K (3)
Mutual Funds$183K (2)
Stocks$49K (3)
Other$0 (1)

Top Stock Holdings (from trades)

All Assets (13)

AssetValue
5524 Union Rd
Gastonia, NC, US
$15,001 - $50,000
524 Union Rd
Gastonia, NC, US
$50,001 - $100,000
512 Union Rd
Gastonia, NC, US
$100,001 - $250,000
ING Direct Savings Account (Closed Jan 2017)
N/A
$15,001 - $50,000
Personal loan to McHenry for residence 806 Requa Rd, Cherryville NC (rental property)
Cherryville, NC, US
N/A
Commercial lot 201 Locust NC (29.4% ownership)
Locust, NC, US
$100,001 - $250,000
Alliance Bank and Trust Stock
$1,001 - $15,000
Congressional Federal Credit Union Money Market Account
$1,001 - $15,000
Congressional Federal Credit Union Money Market Account
$100,001 - $250,000
Invesco Prime Fund Daily Money Class
$1,001 - $15,000
Morgan Stanley Smith Barney MMC Stock Purchase Plan
$1,001 - $15,000
Vanguard Target Retirement 2045 Fund
$100,001 - $250,000

Liabilities (4)

CreditorTypeAmount
Mr. & Mrs. George Taylor, Hendersonville NC (previous owners of property)mortgage$50,001 - $100,000
Bank of Americamortgage$50,001 - $100,000
Wells Fargo Home Mortgagemortgage$250,001 - $500,000
Fifth Third Mortgagemortgage$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 2012 – Assets & Portfolio | Congress Stock Tracker