Peter Welch Net Worth & Financial Disclosure

Asset	Type	Owner	Value	Income
American Century Brokerage	Other	Self	N/A	None
Fidelity Brokerage #1	Other	Self	N/A	None
Fidelity Brokerage #2	Other	Self	N/A	None
Fidelity Traditional IRA	Other	Self	N/A	None
Spinnaker Trust - Brokerage	Other	Spouse	N/A	None
Charles Schwab - Brokerage	Other	Self	N/A	None
Charles Schwab - Contributory IRA	Other	Self	N/A	None
TD Ameritrade - Brokerage	Other	Self	N/A	None
TIAA	Other	Self	N/A	None
Vanguard - Brokerage	Other	Self	N/A	None
Charles Schwab - Inherited IRA	Other	Self	N/A	None
Trust Under the Will of Sally Drew Hall	Other	Spouse	N/A	None
John Hancock Insurance Co.	Other	Spouse	N/A	None

Liabilities (2)

Creditor	Type	Amount	Rate	Term
1	other	N/A	—	—
2	other	N/A	—	—

Trading Sector Allocation (from PTR trades)

Communication Services$105K

Healthcare$466K

Financial Services$1.5M

Basic Materials$8K

Energy$367K

Technology$467K

Real Estate$2.7M

Industrials$679K

Consumer Defensive$225K

Consumer Cyclical$152K

Utilities$252K

Manufacturing$8K

Transportation & Utilities$116K

Banking$8K

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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).