Patrick T. McHenry
Patrick T. McHenry (NC-10) disclosed a net worth range between -$5.1M and $176K in their 2023 annual filing.
Compare this disclosure with the House of Representatives net worth rankings .
Trading
Purchases and sales by quarter
D is the most traded stock
Net worth
Estimated from the ranges in the member's annual financial disclosures: the band runs from the sum of disclosed asset minimums less liability maximums up to the sum of asset maximums less liability minimums. Only electronically filed reports are read — a missing year means no electronic filing, not zero net worth.
Disclosed net worth band, 2021 to 2023
| Year | Filed | Net worth band |
|---|---|---|
| 2023 | 2024-05-15 | -$5.1M – $176K |
| 2022 | 2024-05-14 | -$54.8M – -$49.7M |
| 2021 | 2022-05-16 | -$5.3M – $161K |
Recent stock trades
| Date | Stock | Type | Owner | Amount | Filed | Lag |
|---|---|---|---|---|---|---|
| 2020-11-19 | D ST · Dominion Energy, Inc. (D) | Sell | — | $15K - $50K | 2021-01-10 | 52d late |
Estimated portfolio performance
Price return of the portfolio reconstructed from this member's disclosed trades over each trailing window, versus the S&P 500 (SPY), as of 2026-10-22. Trade sizes are disclosed only as ranges, so every figure is an estimate. Returns use comparable raw closes and exclude dividends; a window crossing a captured split is left unavailable instead of mixing price bases.
No Performance Estimate
This member hasn't disclosed enough priced trades to estimate a portfolio return yet.
Reconstructed holdings
The portfolio reconstructed from this member's disclosed Purchase and Sale trades: net shares valued at the latest close (2026-10-22). Sizes come from disclosed amount ranges, so share counts, values, and weights are all estimates.
No Reconstructed Holdings
No open positions could be reconstructed from this member's disclosed trades.
Assets and liabilities
Disclosed assets
The assets Patrick T. McHenry itemised in their 2023 annual report, largest bracket first. Descriptions are the filer's own wording, and each value is the bracket they checked on the form — never a reported amount.
| Description | Type | Income | Value |
|---|---|---|---|
| Brattle Group Retirement Plan ⇒ Vanguard Target Retirement 2045 (VITVX) | MF |
Tax-Deferred
|
$250K - $500K |
| Vanguard 529 College Savings Plan ⇒ Vanguard 529 College Savings Plan [5P] | — |
Tax-Deferred
|
$250K - $500K |
| McHenry-McHenry partnership ⇒ Mortgage Held on 215 Robinson Road | DO |
$5K - $15K
Interest
|
$100K - $250K |
| McHenry-Putman Partnership | RP |
$5K - $15K
Rent
|
$50K - $100K |
| Locust -Hwy 200 LLC | RP | — | $15K - $50K |
| McHenry-Putman Partnership | RP |
$5K - $15K
Rent
|
$15K - $50K |
| Cetera Advisor Networks LLC ⇒ Fidelity Government Cash Reserves | MF |
Tax-Deferred
|
$1K - $15K |
| Cetera Advisor Networks LLC ⇒ iShares Core Growth Allocation ETF (AOR) | EF |
Tax-Deferred
|
$1K - $15K |
| Congressional FCU Money Market Account | BA |
$1 - $200
Interest
|
$1K - $15K |
| Congressional FCU checking | BA | — | $1K - $15K |
| Marsh & McLennan Companies, Inc. (MMC) | ST |
$1 - $200
Dividends
|
$1K - $15K |
| Alliance Bank and Trust | PS | — | $1 - $1K |
Disclosed liabilities
The liabilities itemised in the 2023 annual report, largest bracket first. These are the amounts subtracted when the net worth band above is rolled up.
| Description | Amount owed |
|---|---|
| mortgage on personal residence in Washington, DC (PenFed Credit Union) | $1M - $5M |
| Mortgage on personal residence, Denver, NC (Wells Fargo) | $250K - $500K |
| Home equity line of credit on Denver, NC home (Congressional Federal Credit Union) | $100K - $250K |