HEATH SHULER
HEATH SHULER Net Worth & Financial Disclosure
houseAnnual financial disclosure for 2009, filed July 15, 2009. Includes 90 assets and 2 liabilities.
Est. Net Worth
$19M
2009 annual disclosure
Total Assets
$6.6M - $31.8M
90 assets
Total Liabilities
$150K - $350K
2 liabilities
Total Trades
229
From PTR filings
Trade Volume
$1.3M
Midpoint of disclosed ranges
Net Worth Over Time
Assets by Category
LLC / Partnership$18M (2)
Stocks$512K (72)
Bank & Cash$240K (3)
Other$175K (1)
Retirement & Pension$156K (5)
Mutual Funds$130K (7)
Top Stock Holdings (from trades)
All Assets (90)
| Asset | Value |
|---|---|
FA 529 Port 2019-OCI CL A (529 Savings Plan for Son) | $15,001 - $50,000 |
FA 529 Port 2019-OCI CL A (529 Savings Plan for Daughter) | $1,001 - $15,000 |
Liabilities (2)
| Creditor | Type | Amount |
|---|---|---|
| Bank of America | line of credit | $100,001 - $250,000 |
| United Community Bank | line of credit | $50,001 - $100,000 |
Trading Sector Allocation (from PTR trades)
Consumer Defensive$40K
Healthcare$64K
Technology$130K
Communication Services$56K
Industrials$34K
Wholesale Trade$11K
Consumer Cyclical$82K
Financial Services$80K
Energy
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).
