SHELLEY BERKLEY
SHELLEY BERKLEY Net Worth & Financial Disclosure
houseAnnual financial disclosure for 2009, filed May 19, 2009. Includes 8 assets.
Est. Net Worth
$6.6M
2009 annual disclosure
Total Assets
$2.4M - $10.8M
8 assets
Total Liabilities
$0
0 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
Real Estate$3.5M (3)
LLC / Partnership$3M (1)
Bank & Cash$91K (3)
Retirement & Pension$75K (1)
Top Stock Holdings (from trades)
All Assets (8)
| Asset | Value |
|---|---|
3468 Legendary Ln W | $50,001 - $100,000 |
Morgan Stanley Dean Witter (transferred to Citismith Barney) | $50,001 - $100,000 |
150 D St SE Washington, DC 20003, US | $1,000,001 - $5,000,000 |
SHDC, LLC Washington, DC, US | $1,000,001 - $5,000,000 |
9220 W Sunset Rd Las Vegas, NV, US | $250,001 - $500,000 |
LenJanBk | $1,001 - $15,000 |
Wells Fargo (prior Huntington) – Nephrology & Endocrine Assoc Pension Plan (VASIX and cash) | $50,001 - $100,000 |
Morgan Stanley Smith Barney Cash Management Account | $1,001 - $15,000 |
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).