SHELLEY BERKLEY
SHELLEY BERKLEY Net Worth & Financial Disclosure
houseAnnual financial disclosure for 2008, filed May 9, 2008. Includes 29 assets and 4 liabilities.
Est. Net Worth
$3.4M
2008 annual disclosure
Total Assets
$2.6M - $8.3M
29 assets
Total Liabilities
$1.4M - $2.8M
4 liabilities
Total Trades
1,511
From PTR filings
Trade Volume
$6.9M
Midpoint of disclosed ranges
Net Worth Over Time
Show data table
| Period | Est. net worth |
|---|---|
| 2008 | $3.4M |
| 2009 | $6.6M |
| 2009 | $59.5M |
| 2010 | $42.5M |
| 2011 | $16.6M |
| 2012 | $98.1M |
Assets by Category
LLC / Partnership$4.8M (9)
Bank & Cash$474K (8)
Real Estate$166K (4)
Retirement & Pension$0 (3)
Stocks$0 (5)
Top Stock Holdings (from trades)
All Assets (29)
| Asset | Value |
|---|---|
Pentagon Fed Credit Union | $1,001 - $15,000 |
Congressional Fed Credit Union | $50,001 - $100,000 |
Nevada State Bank | $1,001 - $15,000 |
Bank of Nevada NV | $250,001 - $500,000 |
Morgan Stanley Dean Witter | $1,001 - $15,000 |
NcA Nephrology Management Company | $50,001 - $100,000 |
Quail Park V | $50,001 - $100,000 |
S & S Investors Rancho and Alta, Las Vegas, NV Las Vegas, NV, US | $250,001 - $500,000 |
The Gin Mill, 2561 Windmill, Henderson, NV 89014 Henderson, NV 89014, US | $250,001 - $500,000 |
Medalist International, 2241 Park Place, Minden, NV Minden, NV, US | $50,001 - $100,000 |
RRT, LLC Las Vegas, NV, US | $1,000,001 - $5,000,000 |
Kaempfer Crowell Las Vegas, NV, US | $250,001 - $500,000 |
Salomon Smith Barney Investment Account | N/A |
Charles Schwab Trust One | N/A |
Charles Schwab IRA | N/A |
Nephrology & Endocrine Associates of Northern VA 401(k) (held by Fidelity Investments) | N/A |
Morgan Stanley Dean Witter | N/A |
Morgan Stanley Dean Witter Roth IRA | N/A |
| N/A | |
| N/A | |
City National Corporation | N/A |
| N/A | |
| N/A | |
VAC, LLC - land and building 3150 Charleston LV, NV, US | $50,001 - $100,000 |
1660 Honeysuckle Pahrump, NV, US | $1,001 - $15,000 |
2660 N. Barney Farm Rd Pahrump, NV, US | $50,001 - $100,000 |
Pahrump land - assessor's #27-21-03 Pahrump, NV, US | $50,001 - $100,000 |
1281 Laura Pahrump, NV, US | $1,001 - $15,000 |
1241 Pascoe (dialysis unit) Henderson, NV, US | $250,001 - $500,000 |
Liabilities (4)
| Creditor | Type | Amount |
|---|---|---|
| Central National Bank | mortgage | $250,001 - $500,000 |
| Countrywide | mortgage | $100,001 - $250,000 |
| Pentagon Federal Credit Union | mortgage | $500,001 - $1,000,000 |
| Pentagon Federal Credit Union | mortgage | $500,001 - $1,000,000 |
Trading Sector Allocation (from PTR trades)
Financial Services$101K
Healthcare$98K
Industrials$108K
Consumer CyclicalN/A
EnergyN/A
Technology$106K
Basic Materials$75K
BankingN/A
Real EstateN/A
Consumer DefensiveN/A
UtilitiesN/A
Transportation & UtilitiesN/A
Communication Services$8K
ManufacturingN/A
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).