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
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 |
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 |
Trading Sector Allocation (from PTR trades)
Healthcare$98K
Financial Services$101K
EnergyN/A
Consumer DefensiveN/A
Technology$73K
Real EstateN/A
UtilitiesN/A
Basic Materials$75K
Consumer CyclicalN/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).
