Peter Welch Net Worth & Financial Disclosure

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Annual financial disclosure for 2008, filed May 22, 2008. Includes 33 assets and 1 liabilities.

Year:

2011 2010 2009 2008

Est. Net Worth

$323K

2008 annual disclosure

Total Assets

$281K - $715K

33 assets

Total Liabilities

$100K - $250K

1 liabilities

Total Trades

504

From PTR filings

Trade Volume

$11.3M

Midpoint of disclosed ranges

Net Worth Over Time

Assets by Category

LLC / Partnership$175K (1)

Mutual Funds$175K (13)

Stocks$148K (16)

Retirement & Pension$0 (1)

Insurance$0 (1)

Gov. Securities$0 (1)

Top Stock Holdings (from trades)

All Assets (33)

Asset	Type	Owner	Value	Income
S. Sharpe Brazil (2002)	LLC / Partnership	Spouse	$100,001 - $250,000	Dividends, Capital Gains $2,501 - $5,000
LSI Corp(LSI)	Stocks	Self	$50,001 - $100,000	Dividends, Capital Gains $5,001 - $15,000

Liabilities (1)

Creditor	Type	Amount	Rate	Term
First Bank of Wilmington, Delaware	mortgage	$100,001 - $250,000	—	—

Trading Sector Allocation (from PTR trades)

Healthcare$1.2M

Industrials$735K

Consumer Defensive$322K

Energy$295K

Utilities$252K

Consumer Cyclical$128K

Technology$596K

Financial Services$1.6M

Communication Services

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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).