Peter Welch Net Worth & Financial Disclosure

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Annual financial disclosure for 2009, filed May 15, 2009. Includes 33 assets.

Year:

2011 2010 2009 2008

Est. Net Worth

$128K

2009 annual disclosure

Total Assets

$16K - $240K

33 assets

Total Liabilities

0 liabilities

Total Trades

504

From PTR filings

Trade Volume

$11.3M

Midpoint of disclosed ranges

Net Worth Over Time

Assets by Category

Stocks$128K (22)

LLC / Partnership$0 (2)

Other$0 (2)

Mutual Funds$0 (3)

Bank & Cash$0 (3)

Real Estate$0 (1)

Top Stock Holdings (from trades)

All Assets (33)

Asset	Type	Owner	Value	Income
Strikes-Drake	LLC / Partnership	Self	N/A	Dividends
M.I. Esqpt	Other	Self	N/A	Dividends

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).