Robert J. Wittman
Robert J. Wittman Net Worth & Financial Disclosure
houseAnnual financial disclosure for 2009, filed June 29, 2009. Includes 9 assets and 1 liabilities.
Est. Net Worth
$176K
2009 annual disclosure
Total Assets
$86K - $290K
9 assets
Total Liabilities
$10K - $15K
1 liabilities
Total Trades
296
From PTR filings
Trade Volume
$3.4M
Midpoint of disclosed ranges
Net Worth Over Time
Assets by Category
Bank & Cash$75K (1)
Stocks$41K (2)
Retirement & Pension$33K (1)
Mutual Funds$32K (4)
LLC / Partnership$8K (1)
Top Stock Holdings (from trades)
All Assets (9)
| Asset | Value |
|---|---|
Ariel Appreciation Fund | $1,001 - $15,000 |
Bank of Lancaster Stock | $1,001 - $15,000 |
Liabilities (1)
| Creditor | Type | Amount |
|---|---|---|
| Virginia Credit Union | other | $10,001 - $15,000 |
Trading Sector Allocation (from PTR trades)
Communication Services$80K
Healthcare$441K
Financial Services$625K
Energy$120K
Utilities$48K
Industrials$224K
Consumer Cyclical$208K
Consumer Defensive$168K
Technology
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).
