Robert J. Wittman
Robert J. Wittman Net Worth & Financial Disclosure
houseAnnual financial disclosure for 2010, filed May 17, 2010. Includes 9 assets and 1 liabilities.
Est. Net Worth
$200K
2010 annual disclosure
Total Assets
$100K - $325K
9 assets
Total Liabilities
$10K - $15K
1 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
Insurance$75K (1)
Bank & Cash$65K (2)
Retirement & Pension$41K (2)
Mutual Funds$24K (3)
Stocks$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 |
Commonwealth of Virginia 401(a) Cash Match | $1,001 - $15,000 |
Commonwealth of Virginia Deferred Compensation Plan | $15,001 - $50,000 |
National Western Life | $50,001 - $100,000 |
Peoples Bank Account | $15,001 - $50,000 |
Trust Company of America | $15,001 - $50,000 |
Vanguard 500 Index | $1,001 - $15,000 |
Vanguard US Growth | $1,001 - $15,000 |
Liabilities (1)
| Creditor | Type | Amount |
|---|---|---|
| Virginia Credit Union | other | $10,001 - $15,000 |
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).