Shelley Moore Capito Net Worth & Financial Disclosure

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Annual financial disclosure for 2024, filed May 12, 2025. Includes 136 assets and 4 liabilities.

Year:

2025 2024

Est. Net Worth

$3.9M

2024 annual disclosure

Total Assets

$2.7M - $5.2M

136 assets

Total Liabilities

4 liabilities

Total Trades

614

From PTR filings

Trade Volume

$6M

Midpoint of disclosed ranges

Net Worth Over Time

Show data table

Period	Est. net worth
2024	$3.9M
2025	$4.1M

Assets by Category

Other$1.4M (54)

Bank & Cash$75K (1)

Top Stock Holdings (from trades)

Microsoft CorporationMSFT

$386K

United Bankshares, Inc.UBSI

$315K

Wells Fargo & CompanyWFC

$283K

Truist Financial CorporationTFC

Intel CorporationINTC

$121K

JPMorgan Chase & Co.JPM

$112K

Lowe's Companies, Inc.LOW

$96K

International Business Machines CorporationIBM

$73K

All Assets (136)

Asset	Type	Owner	Value	Income
HBAN - Huntington Bancshares Incorporated (NASDAQ)(HBAN)	Other	Joint	$1,001 - $15,000	Dividends
AUB - Atlantic Union Bankshares Corporation(AUB)	Other	Self	$15,001 - $50,000	Dividends $201 - $1,000
CSCO - Cisco Systems, Inc. (NASDAQ)(CSCO)	Other	Self	$1,001 - $15,000	Dividends
C-Citigroup Inc. (NYSE)	Other	Self	$50,001 - $100,000	Dividends $1,001 - $2,500
DIS - The Walt Disney Company (NYSE)(DIS)	Other	Self	$1,001 - $15,000	Dividends
DUK - Duke Energy Corporation (NYSE)(DUK)	Other	Self	$1,001 - $15,000	Dividends $201 - $1,000
ENB - Enbridge Inc.(ENB)	Other	Self	N/A	Capital Gains $1,001 - $2,500
TRV - The Travelers Companies, Inc. (NYSE)(TRV)	Other	Self	$50,001 - $100,000	Dividends $1,001 - $2,500
TFC - Truist Financial Corporation(TFC)	Other	Self	$15,001 - $50,000	Dividends, Capital Gains $1,001 - $2,500
VZ - Verizon Communications Inc. (NYSE)(VZ)	Other	Self	$1,001 - $15,000	Dividends $201 - $1,000
AMGN - Amgen Inc. - Common Stock(AMGN)	Other	Self	$1,001 - $15,000	Dividends
ADI - Analog Devices(ADI)	Other	Self	$1,001 - $15,000	Dividends
BAC - Bank of America Corporation Common Stock(BAC)	Other	Self	$1,001 - $15,000	Dividends
KO - Coca-Cola Company(KO)	Other	Self	$1,001 - $15,000	Dividends
CMCSA - Comcast Corporation - Class A Common Stock(CMCSA)	Other	Self	$1,001 - $15,000	Dividends
CVS - CVS Health Corporation Common Stock(CVS)	Other	Self	$1,001 - $15,000	Dividends
FERG - Ferguson Plc(FERG)	Other	Self	$1,001 - $15,000	Dividends
GILD - Gilead Sciences, Inc. - Common Stock(GILD)	Other	Self	$1,001 - $15,000	Dividends
LMT - Lockheed Martin Corporation(LMT)	Other	Self	$1,001 - $15,000	Dividends
LOW - Lowe's Companies, Inc. Common Stock(LOW)	Other	Self	$1,001 - $15,000	Dividends
LVMH MOET HENNESSY LOUIS VUITTON	Other	Self	$1,001 - $15,000	Dividends
MRK - Merck & Co., Inc.(MRK)	Other	Self	$1,001 - $15,000	Dividends
MSFT - Microsoft Corporation(MSFT)	Other	Self	$1,001 - $15,000	Dividends
MDLZ - Mondelez International, Inc.(MDLZ)	Other	Self	$1,001 - $15,000	Dividends
NVS - Novartis AG(NVS)	Other	Self	$1,001 - $15,000	Dividends
QCOM - QUALCOMM Incorporated - Common Stock(QCOM)	Other	Self	$1,001 - $15,000	Dividends
QSR - Restaurant Brands International Inc(QSR)	Other	Self	$1,001 - $15,000	Dividends
RHHBY - Roche Holding AG(RHHBY)	Other	Self	$1,001 - $15,000	Dividends
RPM - RPM International Inc. Common Stock(RPM)	Other	Self	$1,001 - $15,000	Dividends
SNA - Snap-On Incorporated Common Stock(NA)	Other	Self	$1,001 - $15,000	Dividends
WMB - Williams Companies, Inc. (The) Common Stock(WMB)	Other	Self	$1,001 - $15,000	Dividends
Wells Fargo Charleston, WV	Bank & Cash	Self	$50,001 - $100,000	Interest
WV Public Employees Retirement System	Other	Self	$1,001 - $15,000	None
IRA	Other	Self	N/A	None
IRA 2	Other	Self	N/A	None
Belle Meade Associates NY, L.P. Belle Meade Associates NY, L.P. (New York, NY)	Other	Self	$500,001 - $1,000,000	Excepted Investment Fund
WFC - Wells Fargo & Company(WFC)	Other	Self	$1,001 - $15,000	Dividends
Life Insurance Policy	Other	Self	$1,001 - $15,000	Dividends
CSCO-Cisco Systems, Inc. (NASDAQ)	Other	Spouse	$1,001 - $15,000	Dividends $2,501 - $5,000
C-Citigroup Inc. (NYSE)	Other	Spouse	$15,001 - $50,000	Dividends, Capital Gains $201 - $1,000
KO - The Coca-Cola Company (NYSE)(KO)	Other	Spouse	$1,001 - $15,000	Dividends $1,001 - $2,500
XOM - Exxon Mobil Corporation (NYSE)(XOM)	Other	Spouse	$1,001 - $15,000	Dividends, Capital Gains $201 - $1,000
INTC - Intel Corporation (NASDAQ)(INTC)	Other	Spouse	$1,001 - $15,000	Dividends $201 - $1,000
IBM - International Business Machines Corporation (NYSE)(IBM)	Other	Spouse	$15,001 - $50,000	Dividends $201 - $1,000
MSFT - Microsoft Corporation (NASDAQ)(MSFT)	Other	Spouse	$15,001 - $50,000	Dividends, Capital Gains $2,501 - $5,000
UBSI - United Bankshares, Inc. - Common Stock(UBSI)	Other	Spouse	$50,001 - $100,000	Dividends $1,001 - $2,500
WFC - Wells Fargo & Company Common Stock(WFC)	Other	Spouse	$1,001 - $15,000	Dividends, Capital Gains $201 - $1,000
CVCIGP II CVCIGP II U.S. Employees LP (New York, NY)	Other	Spouse	N/A	Excepted Investment Fund $201 - $1,000
Edgewood Country Club Edgewood Country Club (Charleston, WV)	Other	Spouse	$1,001 - $15,000	None
Spouse IRA 1	Other	Spouse	N/A	None
Spouse IRA 2	Other	Spouse	N/A	None
Spouse IRA 3 CAP Group	Other	Spouse	N/A	None
Spouse Rollover IRA	Other	Spouse	N/A	None
Life Insurance Policy	Other	Spouse	$1,001 - $15,000	Dividends
United Bankshares unvested stock grants	Other	Spouse	N/A	None

Liabilities (4)

Creditor	Type	Amount	Rate	Term
1	other	N/A	—	—
2	other	N/A	—	—
3	other	N/A	—	—
4	other	N/A	—	—

Trading Sector Allocation (from PTR trades)

Healthcare$473K

Financial Services$1.6M

Insurance$112K

Consumer Cyclical$377K

Energy$313K

Technology$1.2M

Industrials$440K

Utilities$185K

Consumer Defensive$400K

Basic Materials$96K

Communication Services$88K

Services$40K

Real Estate$48K

Manufacturing$48K

Retail Trade$8K

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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).