Robert J. Wittman
Robert J. Wittman Net Worth & Financial Disclosure
houseAnnual financial disclosure for 2011, filed May 16, 2011. Includes 17 assets and 1 liabilities.
Est. Net Worth
$448K
2011 annual disclosure
Total Assets
$245K - $675K
17 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
Retirement & Pension$181K (5)
Real Estate$75K (1)
Mutual Funds$75K (4)
Bank & Cash$41K (2)
Stocks$41K (2)
Other$33K (1)
Insurance$16K (2)
Top Stock Holdings (from trades)
All Assets (17)
| Asset | Value |
|---|---|
1/2 Rental House (inherited) | $50,001 - $100,000 |
Ariel Appreciation Fund | N/A |
Bank of Lancaster Account | $1,001 - $15,000 |
Bank of Lancaster Stock Fund | $50,001 - $100,000 |
Commonwealth of VA 401(a) Cash Match Plan | $1,001 - $15,000 |
Commonwealth of VA 457 Deferred Comp Plan | $15,000 - $50,000 |
Genworth Financial IRA (inherited) | $15,001 - $50,000 |
Met Life Insurance | $1,001 - $15,000 |
Met Life Insurance | $1,001 - $15,000 |
National Western Life Annuity 403b | $15,001 - $50,000 |
Peoples Bank Accounts | $15,001 - $50,000 |
Peoples Bank Stock (inherited) | $15,001 - $50,000 |
Piedmont (inherited) | $1,001 - $15,000 |
Trust Company of America | $15,001 - $50,000 |
Vanguard 500 Index | N/A |
Vanguard US Growth | N/A |
Virginia Retirement System | $50,001 - $100,000 |
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).