SHELLEY BERKLEY
SHELLEY BERKLEY Net Worth & Financial Disclosure
houseAnnual financial disclosure for 2011, filed May 13, 2011. Includes 56 assets and 9 liabilities.
Est. Net Worth
$16.6M
2011 annual disclosure
Total Assets
$8.4M - $29.3M
56 assets
Total Liabilities
$1.4M - $3.1M
9 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$8.3M (21)
LLC / Partnership$7.9M (17)
Other$2.3M (7)
Bank & Cash$172K (7)
Stocks$106K (4)
Top Stock Holdings (from trades)
All Assets (56)
| Asset | Value |
|---|---|
Pentagon Fed Credit Union | $1,001 - $15,000 |
Bank of Nevada NV Nevada, US | $50,001 - $100,000 |
Pentagon Fed Credit Union | $1,001 - $15,000 |
Nevada State Bank Nevada, US | $1,001 - $15,000 |
3466 Legendary LV NV Las Vegas, NV, US | $1,000,000 - $5,000,000 |
150 D St SE Washington DC Washington, DC, US | $100,001 - $250,000 |
208 D St SE Washington DC Washington, DC, US | $250,001 - $500,000 |
11932 Orenes Dr LV NV Las Vegas, NV, US | $50,001 - $100,000 |
Emigrant Bank | $15,001 - $50,000 |
Ally Bank | $15,001 - $50,000 |
Centennial-Zim LLC Las Vegas, NV, US | $50,001 - $100,000 |
Centennial HD LLC Las Vegas, NV, US | $15,001 - $50,000 |
2400 Tech Center LLC Las Vegas, NV, US | $50,001 - $100,000 |
Parcel 78 Green Valley Ranchettes Pahrump, NV, US | $1,001 - $15,000 |
FSD LLC Las Vegas, NV, US | $15,001 - $50,000 |
DoctorsXL LLC Loan | $50,001 - $100,000 |
KSOSN Loan | $100,001 - $250,000 |
Quail Park V | $100,001 - $250,000 |
Office Complex Rancho and Alta - 6116 S Arville Las Vegas, NV, US | $1,000,001 - $5,000,000 |
FSO LLC Loan | $15,001 - $50,000 |
Metalast International LLC | $15,001 - $50,000 |
2241 West Place Minden, NV, US | $100,001 - $250,000 |
| $15,001 - $50,000 | |
| $1,001 - $15,000 | |
First National Bank | $1,001 - $15,000 |
| $15,001 - $50,000 | |
| $15,001 - $50,000 | |
John Hancock (Attachment A) | $250,001 - $500,000 |
Morgan Stanley (Attachment B) | $100,001 - $250,000 |
Morgan Stanley (Attachment C) | $500,001 - $1,000,000 |
Morgan Stanley (Attachment D) | $500,001 - $1,000,000 |
RRT, LLC Las Vegas, NV, US | $1,000,001 - $5,000,000 |
SHDC, LLC Las Vegas, NV, US | $500,001 - $1,000,000 |
Physician Management Company Reno, NV, US | $100,001 - $250,000 |
Pacific HD, LLC Las Vegas, NV, US | $50,001 - $100,000 |
VAC, LLC - land and building 3150 Charleston, Las Vegas, NV, US | $50,001 - $100,000 |
1660 Honeysuckle Pahrump, NV, US | $1,001 - $15,000 |
2630 E. Harris Farm Rd Pahrump, NV, US | $50,001 - $100,000 |
Pahrump land - assessor #42-21-03 Pahrump, NV, US | $50,001 - $100,000 |
1281 Laura Pahrump, NV, US | $250,001 - $500,000 |
1241 Pascoe Pahrump, NV, US | $250,001 - $500,000 |
Henderson Dialysis LLC (dialysis unit) Henderson, NV, US | $1,000,001 - $5,000,000 |
SP STH Investors LLC NV, US | $50,001 - $100,000 |
5102 S Torrey Pines Dr Las Vegas, NV, US | $50,001 - $100,000 |
11234 Reveley Ln Las Vegas, NV, US | $50,001 - $100,000 |
10138 Portage Ln Las Vegas, NV, US | $50,001 - $100,000 |
3964 Bella Palermo Way Las Vegas, NV, US | $50,001 - $100,000 |
4629 Palisades Pt Las Vegas, NV, US | $50,001 - $100,000 |
11629 Polar Jet Ave Las Vegas, NV, US | $50,001 - $100,000 |
449 Melrose Heights Henderson, NV, US | $50,001 - $100,000 |
7052 Azure Beach St Las Vegas, NV, US | $50,001 - $100,000 |
Meadows Zm LLC | $50,001 - $100,000 |
Meadows Zm LLC Meadows Mall, Las Vegas, NV, US | $50,001 - $100,000 |
Pahrump 2m, LLC Pahrump, NV, US | $50,001 - $100,000 |
Negrelli's LLC One Prestige Pl, Miamisburg, OH 45342, US | $50,001 - $100,000 |
Commercial building Lewisburg, US | $15,001 - $50,000 |
Liabilities (9)
| Creditor | Type | Amount |
|---|---|---|
| Central National Bank | mortgage | $50,001 - $100,000 |
| BAC Home Loans | mortgage | $100,001 - $250,000 |
| Pentagon Federal Credit Union | mortgage | $250,001 - $500,000 |
| Pentagon Federal Credit Union | mortgage | $500,001 - $1,000,000 |
| Wells Fargo Home Mortgage | mortgage | $100,001 - $250,000 |
| First Bank of Wyoming, Dubois, UT | mortgage | $100,001 - $250,000 |
| Wells Fargo Home Mortgage | mortgage | $100,001 - $250,000 |
| CitiMortgage | mortgage | $100,001 - $250,000 |
| Provident Funding | mortgage | $100,001 - $250,000 |
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).