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
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 |
Liabilities (3)
| Creditor | Type | Amount |
|---|---|---|
| Smith Barney | margin loan | $500,001 - $1,000,000 |
| CitiMortgage | other | $100,001 - $250,000 |
| Smith Barney | margin loan |
Trading Sector Allocation (from PTR trades)
Financial Services$202K
Healthcare$8K
Consumer Defensive$57K
Energy$121K
Technology$105K
Communication Services$40K
Industrials$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).