SHELLEY MOORE CAPITO
SHELLEY MOORE CAPITO Net Worth & Financial Disclosure
houseAnnual financial disclosure for 2011, filed May 16, 2011. Includes 63 assets and 5 liabilities.
Est. Net Worth
$2.1M
2011 annual disclosure
Total Assets
$1.4M - $3.7M
63 assets
Total Liabilities
$235K - $580K
5 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$1M (24)
Stocks$752K (30)
Real Estate$375K (1)
Mutual Funds$283K (3)
LLC / Partnership$124K (4)
Other$0 (1)
Top Stock Holdings (from trades)
All Assets (63)
| Asset | Value |
|---|---|
401(k) Blackrock Fed Funds | $1,001 - $15,000 |
401(k) Blackrock Temp Fund | $100,001 - $250,000 |
401(k) Citigroup Common Stock Fund | $50,001 - $100,000 |
401(k) Emerging Market Equity | $50,001 - $100,000 |
401(k) Morgan Stanley | $1,001 - $15,000 |
401(k) MSCI EAFE Index | $1,001 - $15,000 |
401(k) Russell 3000 Fund | $100,001 - $250,000 |
401(k) S&P 500 Index Fund | $100,001 - $250,000 |
| $1,001 - $15,000 | |
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 | |
| N/A | |
| $1,001 - $15,000 | |
| $1,001 - $15,000 | |
Citigroup Capital Partners II | $15,001 - $50,000 |
Citigroup Capital Partners I | $50,001 - $100,000 |
Citigroup Employee Fund of Funds | $50,001 - $100,000 |
| $50,001 - $100,000 | |
| $100,001 - $250,000 | |
Citigroup Venture Capital International Growth Partnership I | $1,001 - $15,000 |
| $1,001 - $15,000 | |
| $1,001 - $15,000 | |
Edgewood Country Club | N/A |
| $50,001 - $100,000 | |
| $15,001 - $50,000 | |
| $1 - $1,000 | |
| $1,001 - $15,000 | |
| $15,001 - $50,000 | |
| $50,001 - $100,000 | |
IRA - Amgen Inc | $1,001 - $15,000 |
IRA - CME Group | $1,001 - $15,000 |
| $1,001 - $15,000 | |
| $1,001 - $15,000 | |
| $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 | $100,001 - $250,000 |
IRA - United Bank | $15,001 - $50,000 |
| $1,001 - $15,000 | |
| $15,001 - $50,000 | |
| $1,001 - $15,000 | |
Middlesburg Fin. Corp | $1,001 - $15,000 |
| $1,001 - $15,000 | |
| $1,001 - $15,000 | |
Real Estate, Lexington, VA Lexington, VA, US | $250,001 - $500,000 |
Royal Dutch Petroleum Co. | $15,001 - $50,000 |
| $1,001 - $15,000 | |
| $50,001 - $100,000 | |
| $1,001 - $15,000 | |
| $1 - $1,000 | |
TRV Employee Fund, L.P. | N/A |
United Bank | $1,001 - $15,000 |
| $1,001 - $15,000 | |
Vista Resources | $5,001 - $15,000 |
| $1,001 - $15,000 | |
WV Public Employees Retirement System | $1,001 - $15,000 |
Liabilities (5)
| Creditor | Type | Amount |
|---|---|---|
| Smith Barney | margin loan | $100,001 - $250,000 |
| CitiMortgage | mortgage | $100,001 - $250,000 |
| Citigroup VISA | credit card | $10,001 - $15,000 |
| United Bank Line of Credit | line of credit | $15,001 - $50,000 |
| US Airways Mastercard | credit card | $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).