Robert C. White Net Worth & Financial Disclosure

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Annual financial disclosure for 2025, filed February 5, 2026. Includes 11 assets and 3 liabilities.

Year:

2025

Est. Net Worth

$202K

2025 annual disclosure

Total Assets

$159K - $485K

11 assets

Total Liabilities

$75K - $165K

3 liabilities

Total Trades

From PTR filings

Trade Volume

N/A

Midpoint of disclosed ranges

Assets by Category

Other$215K (6)

Insurance$75K (1)

Mutual Funds$24K (3)

Bank & Cash$8K (1)

All Assets (11)

Asset	Type	Owner	Value	Income
NEW YORK LIFE WHOLE LIFE INSURANCE POLICY	Insurance	Self	$50,001 - $100,000	None
DISTRICT OF COLUMBIA 401(A) RETIREMENT ACCT ⇒ AMERICAN FUNDS FUNDAMENTAL INVESTORS R6	Other	Self	$1,001 - $15,000	Tax-Deferred
DISTRICT OF COLUMBIA 401(A) RETIREMENT ACCT ⇒ ARIEL INSTITUTIONAL	Other	Self	$1,001 - $15,000	Tax-Deferred
DISTRICT OF COLUMBIA 401(A) RETIREMENT ACCT ⇒ BROWN CAPITAL MGMT SMALL COMPANY INSTL	Other	Self	$1,001 - $15,000	Tax-Deferred
DISTRICT OF COLUMBIA 401(A) RETIREMENT ACCT ⇒ DC PLUS LARGE CAP VALUE	Other	Self	$1,001 - $15,000	Tax-Deferred
DISTRICT OF COLUMBIA 401(A) RETIREMENT ACCT ⇒ HARBOR INTERNATIONAL RETIREMENT	Other	Self	$1,001 - $15,000	Tax-Deferred
DISTRICT OF COLUMBIA 401(A) RETIREMENT ACCT ⇒ Vanguard Target Retire Trust I CIT	Other	Self	$100,001 - $250,000	Tax-Deferred
MORGAN STANLEY ⇒ BNY Mellon Appreciation Fund, Inc. Investor Shares(DGAGX)	Mutual Funds	Self	$1,001 - $15,000	Dividends $1 - $200
MORGAN STANLEY ⇒ MFS Series Trust I - MFS Value Fund Class A(MEIAX)	Mutual Funds	Self	$1,001 - $15,000	Dividends $1 - $200
MORGAN STANLEY ⇒ MORGAN STANLEY BANK CASH, BDP, AND MMFS	Bank & Cash	Self	$1,001 - $15,000	Interest
MORGAN STANLEY ⇒ Victory Pioneer Strategic Income Fund Class A(PSRAX)	Mutual Funds	Self	$1,001 - $15,000	Dividends

Liabilities (3)

Creditor	Type	Amount	Rate	Term
MOHELA	student loan	$50,001 - $100,000	—	—
WELLS FARGO	credit card	$15,001 - $50,000	—	—
BANK OF AMERICA	credit card	$10,000 - $15,000	—	—

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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).