SHELLEY MOORE CAPITO
SHELLEY MOORE CAPITO Net Worth & Financial Disclosure
houseAnnual financial disclosure for 2009, filed May 14, 2009. Includes 71 assets and 4 liabilities.
Est. Net Worth
$1.4M
2009 annual disclosure
Total Assets
$926K - $2.7M
71 assets
Total Liabilities
$230K - $600K
4 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
Retirement & Pension$747K (23)
Stocks$708K (31)
Real Estate$175K (1)
Mutual Funds$114K (6)
LLC / Partnership$34K (3)
Other$24K (4)
Gov. Securities$0 (3)
Top Stock Holdings (from trades)
All Assets (71)
| Asset | Value |
|---|---|
401(k) Blackrock Temp Fund | $15,001 - $50,000 |
401(k) Citicorp Stock Fund | $50,001 - $100,000 |
401(k) Clearbridge Multi Cap Growth | $50,001 - $100,000 |
401(k) Emerging Market Equity | $15,001 - $50,000 |
401(k) MSCI EAFE Index | $1,001 - $15,000 |
401(k) Private Capital All Cap | $15,001 - $50,000 |
401(k) S&P 500 Index Fund | $50,001 - $100,000 |
401(k) Wellington Large Cap Growth | $50,001 - $100,000 |
Alliance Petroleum | $1,001 - $15,000 |
| $1,001 - $15,000 | |
| $1,001 - $15,000 | |
| $1,001 - $15,000 | |
| $1,001 - $15,000 | |
| $1,001 - $15,000 | |
| $1 - $1,000 | |
| $15,001 - $50,000 | |
Citigroup Capital Partners II | $15,001 - $50,000 |
Citigroup Employee Fund of Funds, L.P. | $50,001 - $100,000 |
| $100,001 - $250,000 | |
| $50,001 - $100,000 | |
| N/A | |
Citigroup Venture Capital International Growth Partnership | $1,001 - $15,000 |
| $1,001 - $15,000 | |
| $1,001 - $15,000 | |
Edgewood Country Club | $1,001 - $15,000 |
| $50,001 - $100,000 | |
| $15,001 - $50,000 | |
| $1,001 - $15,000 | |
| $1 - $1,000 | |
| $50,001 - $100,000 | |
| $1,001 - $15,000 | |
| $1 - $1,000 | |
| $1 - $1,000 | |
| $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 Retirement Portfolio | $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 | |
| $15,001 - $50,000 | |
New Perspective Fund | N/A |
| $1,001 - $15,000 | |
| N/A | |
RJH Capital Partners, L.P. | $1 - $1,000 |
Real estate Lexington, VA, US | $100,001 - $250,000 |
| $15,001 - $50,000 | |
Smith Barney Money Fund | $15,001 - $50,000 |
Smith Barney Money Fund | $1,001 - $15,000 |
Smith Barney Money Fund | $15,001 - $50,000 |
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 | |
| N/A | |
| $1,001 - $15,000 | |
TRV Employee Fund, L.P. | $1 - $1,000 |
| $1,001 - $15,000 | |
Vista Resources | $1,001 - $15,000 |
| $1,001 - $15,000 | |
WV General Obligation State Road Bond West Virginia, US | N/A |
WV Public Employees Retirement System West Virginia, US | $1,001 - $15,000 |
WV State Infrastructure General Obligation Bond West Virginia, US | N/A |
Wheeling Park Authority Revenue Bond Wheeling, West Virginia, US | N/A |
Liabilities (4)
| Creditor | Type | Amount |
|---|---|---|
| Smith Barney | margin loan | $100,001 - $250,000 |
| CitMortgage | mortgage | $100,001 - $250,000 |
| 401(k) account | personal loan | $15,001 - $50,000 |
| Thrift Savings Plan | personal loan | $15,001 - $50,000 |
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).