SHELLEY MOORE CAPITO
SHELLEY MOORE CAPITO Net Worth & Financial Disclosure
houseAnnual financial disclosure for 2010, filed May 17, 2010. Includes 69 assets and 2 liabilities.
Est. Net Worth
$1.8M
2010 annual disclosure
Total Assets
$1.1M - $3.2M
69 assets
Total Liabilities
$200K - $500K
2 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$1.1M (27)
Stocks$568K (31)
Mutual Funds$258K (5)
Real Estate$175K (1)
Other$49K (4)
LLC / Partnership$8K (1)
Top Stock Holdings (from trades)
All Assets (69)
| Asset | Value |
|---|---|
401(k) Blackrock Temp Fund | $50,001 - $100,000 |
| $50,001 - $100,000 | |
401(k) Emerging Market Equity | $100,001 - $250,000 |
401(k) MSCI EAFE Index | $1,001 - $15,000 |
401(k) Private Capital All Cap (see footnote) | N/A |
401(k) US Large Cap Fund (see note re name change) | $100,001 - $250,000 |
401(k) S&P 500 Index Fund | $100,001 - $250,000 |
401(k) Wellington Large Cap | $100,001 - $250,000 |
Alliance Petroleum | $1,001 - $15,000 |
| N/A | |
| $1,001 - $15,000 | |
| $1,001 - $15,000 | |
| $1,001 - $15,000 | |
| $1,001 - $15,000 | |
| $1,001 - $15,000 | |
| $1,001 - $15,000 | |
| N/A | |
Citigroup Capital Partners I, L.P. | $15,001 - $50,000 |
Citigroup Capital Partners II, L.P. | $15,001 - $50,000 |
Citigroup Employee Fund of Funds, L.P. | $50,001 - $100,000 |
| $15,001 - $50,000 | |
| $50,001 - $100,000 | |
Citigroup Venture Capital Partnership II Growth | $1,001 - $15,000 |
| $1,001 - $15,000 | |
| $1,001 - $15,000 | |
Edgewood Country Club | $15,001 - $50,000 |
| $50,001 - $100,000 | |
| $15,001 - $50,000 | |
| $1,001 - $15,000 | |
| $1 - $1,000 | |
| $15,001 - $50,000 | |
| $50,001 - $100,000 | |
| $1,001 - $15,000 | |
| $1,001 - $15,000 | |
| $1 - $1,000 | |
| $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 | |
| $1,001 - $15,000 | |
IRA-Smith Barney Money Fund | $100,001 - $250,000 |
| $1 - $1,000 | |
| $1 - $1,000 | |
| $1 - $1,000 | |
IRA-United Bank | $15,001 - $50,000 |
| $1,001 - $15,000 | |
| N/A | |
| $1,001 - $15,000 | |
| $1,001 - $15,000 | |
| $1,001 - $15,000 | |
| $1,001 - $15,000 | |
| $1,001 - $15,000 | |
R+H Capital Partners, L.P. | $1 - $1,000 |
Real estate Lexington, VA, US | $100,001 - $250,000 |
| $5,001 - $15,000 | |
Smith Barney Money Fund | $1,001 - $15,000 |
Smith Barney Money Fund | $15,001 - $50,000 |
Smith Barney Money Fund | $5,001 - $15,000 |
| $1,001 - $15,000 | |
| $50,001 - $100,000 | |
| $1,001 - $15,000 | |
| $1,001 - $15,000 | |
TRV Employee Fund, L.P. | $1 - $1,000 |
United Bank | $1,001 - $15,000 |
| $1,001 - $15,000 | |
Vista Resources | $1,001 - $15,000 |
| $1,001 - $15,000 | |
WVA Public Employees Retirement System | $1,001 - $15,000 |
Liabilities (2)
| Creditor | Type | Amount |
|---|---|---|
| Smith Barney | margin loan | $100,001 - $250,000 |
| CitiMortgage | mortgage | $100,001 - $250,000 |
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).