Robert J. Wittman
Robert J. Wittman Net Worth & Financial Disclosure
houseAnnual financial disclosure for 2013, filed June 24, 2013. Includes 29 assets and 3 liabilities.
Est. Net Worth
$867K
2013 annual disclosure
Total Assets
$842K - $2.1M
29 assets
Total Liabilities
$365K - $800K
3 liabilities
Total Trades
297
From PTR filings
Trade Volume
$3.4M
Midpoint of disclosed ranges
Net Worth Over Time
Show data table
| Period | Est. net worth |
|---|---|
| 2008 | $219K |
| 2009 | $176K |
| 2009 | $176K |
| 2010 | $200K |
| 2010 | $200K |
| 2011 | $448K |
| 2012 | $379K |
| 2012 | $487K |
| 2013 | $830K |
| 2013 | $867K |
Assets by Category
Real Estate$825K (2)
Retirement & Pension$323K (5)
Stocks$141K (8)
Mutual Funds$80K (10)
Bank & Cash$65K (2)
Insurance$16K (2)
Top Stock Holdings (from trades)
All Assets (29)
| Asset | Value |
|---|---|
1/2 Rental House Montross, VA, US | $50,001 - $100,000 |
Bank of Lancaster Account | $15,001 - $50,000 |
Bank of Lancaster Stock Fund | $1,001 - $15,000 |
| $1,001 - $15,000 | |
Commonwealth of VA 401(a) Cash Match Plan | $1,001 - $15,000 |
| $15,000 - $50,000 | |
Eaton Vance Floating Rate A | $1,001 - $15,000 |
Eaton Vance Global Macro Absolute Return A | $1,001 - $15,000 |
Eaton Vance Glbl Macro Abs Ret Adv A | $1,001 - $15,000 |
Eaton Vance Govt Obligations A | $1,001 - $15,000 |
Eaton Vance Income Fund of Boston A | $1,001 - $15,000 |
Eaton Vance Multi Strat Absolute Ret A | $1,001 - $15,000 |
Eaton Vance Multi Strategy All A | $1,001 - $15,000 |
Eaton Vance Option Absolute Ret | $1,001 - $15,000 |
Flaherty & Crumrine Preferred Income A | $1,001 - $15,000 |
Frontier | $1 - $1,000 |
Genworth IRA (Ck Equities) | $50,001 - $100,000 |
Media General | $1 - $1,000 |
Met Life (Universal) | $1,001 - $15,000 |
Met Life (Universal) | $1,001 - $15,000 |
National Western Life Annuity 403 B TSA | $15,001 - $50,000 |
Peoples Bank Accounts | $15,001 - $50,000 |
Peoples Bank Stock | $15,001 - $50,000 |
Piedmont | $1,001 - $15,000 |
Property Westmoreland County, VA Tax Map 33-27 and 42- Westmoreland County, VA, US | $500,001 - $1,000,000 |
Trust of America | $50,001 - $100,000 |
VA Retirement System | $100,001 - $250,000 |
| $1,001 - $15,000 | |
Wellpoint | $1,001 - $15,000 |
Liabilities (3)
| Creditor | Type | Amount |
|---|---|---|
| Bank of Lancaster, VA | mortgage | $100,001 - $250,000 |
| Bank of Lancaster, VA | other | $250,001 - $500,000 |
| Bank of Lancaster, VA | other | $15,001 - $50,000 |
Trading Sector Allocation (from PTR trades)
Consumer Defensive$144K
Healthcare$393K
Technology$185K
Insurance$32K
Communication Services$64K
Industrials$152K
Energy$120K
Financial Services$481K
Consumer Cyclical$192K
Services$64K
Utilities$32K
Basic Materials$48K
Real Estate$72K
Retail Trade$32K
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).