SHELLEY MOORE CAPITO
SHELLEY MOORE CAPITO Net Worth & Financial Disclosure
houseAnnual financial disclosure for 2008, filed May 15, 2008. Includes 77 assets and 3 liabilities.
Est. Net Worth
$19.5M
2008 annual disclosure
Total Assets
$7.2M - $33.6M
77 assets
Total Liabilities
$610K - $1.3M
3 liabilities
Total Trades
71
From PTR filings
Trade Volume
$1.8M
Midpoint of disclosed ranges
Net Worth Over Time
Show data table
| Period | Est. net worth |
|---|---|
| 2008 | $19.5M |
| 2009 | $1.4M |
| 2010 | $1.8M |
| 2011 | $2.1M |
| 2011 | $2M |
| 2011 | $2.2M |
| 2012 | -$332K |
| 2012 | -$170K |
| 2013 | $931K |
Assets by Category
Other$15M (6)
Stocks$3.9M (33)
Retirement & Pension$1.3M (28)
Mutual Funds$57K (6)
Gov. Securities$24K (4)
Top Stock Holdings (from trades)
All Assets (77)
| Asset | Value |
|---|---|
401(k) Institutional Liquid Reserves | $100,001 - $250,000 |
401(k) Citicorp Stock Fund | $50,001 - $100,000 |
401(k) Clearbridge Multi Cap Growth | $100,001 - $250,000 |
401(k) Emerging Market Equity | $50,001 - $100,000 |
401(k) Legg Mason Aggressive Growth | N/A |
401(k) Legg Mason Fundamental Value | N/A |
401(k) Legg Mason Large Cap Growth | N/A |
401(k) Private Capital All Cap | $100,001 - $250,000 |
401(k) S&P 500 Index Fund | $50,001 - $100,000 |
401(k) Templeton Fund | N/A |
401(k) Wellington Large Cap Growth | $100,001 - $250,000 |
Alliance Petroleum | $1,001 - $15,000 |
| $1,001 - $15,000 | |
| $1,001 - $15,000 | |
| $1,001 - $15,000 | |
Charleston WV Bond | N/A |
| $1,001 - $15,000 | |
| $1,001 - $15,000 | |
| $1,001 - $15,000 | |
| $1,001 - $15,000 | |
Citigroup Capital Partners II | $15,001 - $50,000 |
Citigroup Employee Fund of Funds, L.P. | $50,001 - $100,000 |
| $100,001 - $250,000 | |
| $1,001 - $15,000 | |
| $1,000,001 - $5,000,000 | |
Citigroup Put Options | $5,000,001 - $25,000,000 |
| $1,001 - $15,000 | |
| $1,001 - $15,000 | |
| $1,001 - $15,000 | |
Edgewood Country Club | $1,001 - $15,000 |
Europacific Growth Fund | N/A |
| $50,001 - $100,000 | |
| $100,001 - $250,000 | |
| $1,001 - $15,000 | |
| $1,001 - $15,000 | |
| $15,001 - $50,000 | |
| $15,001 - $50,000 | |
Investment Co. of America | N/A |
| $1,001 - $15,000 | |
| $1,001 - $15,000 | |
| $1,001 - $15,000 | |
IRA - Legg Mason Partners Large Cap Value Fund | $15,001 - $50,000 |
| $1 - $1,000 | |
| $1,001 - $15,000 | |
| $1,001 - $15,000 | |
IRA - Smith Barney Money Fund Retail Class B | $1,001 - $15,000 |
| $1 - $1,000 | |
| $1 - $1,000 | |
| $1,001 - $15,000 | |
| $1,001 - $15,000 | |
| $1,001 - $15,000 | |
| $1,001 - $15,000 | |
| $1,001 - $15,000 | |
New Perspective Fund | $15,001 - $50,000 |
| $1,001 - $15,000 | |
| $15,001 - $50,000 | |
RH Capital Partners, L.P. | $1,001 - $15,000 |
| $15,001 - $50,000 | |
Smith Barney Money Fund | $1,001 - $15,000 |
Smith Barney Money Fund | $1,001 - $15,000 |
Smith Barney Money Fund | $1,001 - $15,000 |
Smith Barney Pension | $100,001 - $250,000 |
| $1,001 - $15,000 | |
SSB Capital Partners I, L.P. | $15,001 - $50,000 |
| $15,001 - $50,000 | |
| $100,001 - $250,000 | |
| $1,001 - $15,000 | |
TRV Employee Fund, L.P. | $1,001 - $15,000 |
| $1,001 - $15,000 | |
| $1,001 - $15,000 | |
Vista Resources | $1,001 - $15,000 |
| $1,001 - $15,000 | |
WV General Obligation State Road Bonds | $1,001 - $15,000 |
WV Public Employees Retirement System | $1,001 - $15,000 |
West Virginia Infrastructure General Obligation Bond | $1,001 - $15,000 |
All Water Development Authority Revenue Bond | N/A |
WV Water Development Authority Revenue Bond | $1,001 - $15,000 |
Liabilities (3)
| Creditor | Type | Amount |
|---|---|---|
| Smith Barney | margin loan | $500,001 - $1,000,000 |
| CitiMortgage | other | $100,001 - $250,000 |
| Smith Barney | margin loan | $10,001 - $15,000 |
Trading Sector Allocation (from PTR trades)
Industrials$16K
Energy$121K
Insurance$65K
Financial Services$121K
Technology$56K
Communication Services$16K
Consumer Cyclical$49K
Consumer Defensive$49K
Manufacturing$8K
Banking$16K
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).