Shelley M Capito
Senator
2025 disclosure
Shelley M Capito disclosed a net worth range between $752.1K and $5.4M in their 2025 annual filing.
Compare this disclosure with the U.S. Senate net worth rankings .
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.
Latest net worth (band)
$752.1K – $5.4M
Rank by disclosed net worth
Reporting year
2025
Disclosed assets
115
Disclosed liabilities
5
Net worth band by reporting year
2020
2021
2022
2023
2024
2025
| Year | Filed | Net worth band |
|---|---|---|
| 2025 | 2026-05-11 | $752.1K – $5.4M |
| 2024 | 2025-05-12 | $1.7M – $5.7M |
| 2023 | 2024-05-09 | $1.6M – $5.6M |
| 2022 | 2023-05-15 | $1.5M – $5.7M |
| 2021 | 2022-05-13 | $1.7M – $6.1M |
| 2020 | 2022-05-05 | $1M – $5.7M |
Disclosed assets
The assets Shelley M Capito itemised in their 2025 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.
Disclosed lines
115
Total disclosed (band)
$2.8M – $6.4M
Showing the 100 largest of 115 disclosed lines.
| Description | Type | Income | Value |
|---|---|---|---|
| Belle Meade Associates NT LP | Business Entity - Limited Partnership (LP) |
Excepted Investment Fund
|
$1M - $1M |
| Belle Meade Associates NY, L.P. | Business Entity - Limited Partnership (LP) |
Excepted Investment Fund
|
$500K - $1M |
| MSFT-Microsoft Corporation (NASDAQ) | Corporate Securities - Stock |
Dividends
|
$100K - $250K |
| SINAX-ClearBridge Large Cap Value A (NASDAQ) | Mutual Funds - Mutual Fund |
Dividends
|
$100K - $250K |
| TRV - The Travelers Companies, Inc. (NYSE) | Corporate Securities - Stock |
$1K - $2.5K
Dividends
|
$100K - $250K |
| UBSI - United Bankshares, Inc. - Common Stock | Corporate Securities - Stock |
$5K - $15K
Dividends
|
$100K - $250K |
| UBSI - United Bankshares, Inc. - Common Stock | Corporate Securities - Stock |
Dividends
|
$100K - $250K |
| Wells Fargo | Bank Deposit |
Interest
|
$100K - $250K |
| AAPL - Apple Inc. | Corporate Securities - Stock |
Dividends
|
$50K - $100K |
| AAPL-Apple Inc. | Corporate Securities - Stock |
Dividends
|
$50K - $100K |
| C-Citigroup Inc. (NYSE) | Corporate Securities - Stock |
$1K - $2.5K
Dividends
|
$50K - $100K |
| MSFT - Microsoft Corporation (NASDAQ) | Corporate Securities - Stock |
Dividends
|
$50K - $100K |
| TFC - Truist Financial Corporation | Corporate Securities - Stock |
Dividends
|
$50K - $100K |
| ABT - Abbott Laboratories | Corporate Securities - Stock |
Dividends
|
$15K - $50K |
| ACN - Accenture plc | Corporate Securities - Stock |
Dividends
|
$15K - $50K |
| ADI - Analog Devices, Inc. (NASDAQ) | Corporate Securities - Stock |
Dividends
|
$15K - $50K |
| ADP - Automatic Data Processing, Inc. (NASDAQ) | Corporate Securities - Stock |
Dividends
|
$15K - $50K |
| AMGN - Amgen Inc. | Corporate Securities - Stock |
Dividends
|
$15K - $50K |
| AUB - Atlantic Union Bankshares Corporation | Corporate Securities - Stock |
$201 - $1K
Dividends
|
$15K - $50K |
| AVGO - Broadcom Ltd | Corporate Securities - Stock |
Dividends
|
$15K - $50K |
| AXP - American Express Company Common Stock | Corporate Securities - Stock |
Dividends
|
$15K - $50K |
| BLK - BlackRock, Inc. | Corporate Securities - Stock |
Dividends
|
$15K - $50K |
| CSCO - Cisco Systems, Inc. | Corporate Securities - Stock |
Dividends
|
$15K - $50K |
| CVX - Chevron Corporation (NYSE) | Corporate Securities - Stock |
Dividends
|
$15K - $50K |
| GOOGL - Alphabet Inc. - Class A Common Stock | Corporate Securities - Stock |
Dividends
|
$15K - $50K |
| IBM - International Business Machines Corporation (NYSE) | Corporate Securities - Stock |
$15K - $50K
Dividends, Capital Gains
|
$15K - $50K |
| JNJ - Johnson & Johnson (NYSE) | Corporate Securities - Stock |
Dividends
|
$15K - $50K |
| JNJ-Johnson & Johnson (NYSE) | Corporate Securities - Stock |
Dividends
|
$15K - $50K |
| JPM - JPMorgan Chase & Co. | Corporate Securities - Stock |
Dividends
|
$15K - $50K |
| KO-The Coca-Cola Company (NYSE) | Corporate Securities - Stock |
Dividends
|
$15K - $50K |
| LIN - Linde plc | Corporate Securities - Stock |
Dividends
|
$15K - $50K |
| LLY - Eli Lilly and Company Common Stock | Corporate Securities - Stock |
Dividends
|
$15K - $50K |
| LOW - Lowe's Companies Inc. (NYSE) | Corporate Securities - Stock |
Dividends
|
$15K - $50K |
| MCD-McDonald's Corp. (NYSE) | Corporate Securities - Stock |
Dividends
|
$15K - $50K |
| MDLZ-Mondelez International, Inc. (NASDAQ) | Corporate Securities - Stock |
Dividends
|
$15K - $50K |
| META - Meta Platforms, Inc. - Class A Common Stock | Corporate Securities - Stock |
Dividends
|
$15K - $50K |
| TFC - Truist Financial Corporation | Corporate Securities - Stock |
$201 - $1K
Dividends
|
$15K - $50K |
| XOM-Exxon Mobil Corporation (NYSE) | Corporate Securities - Stock |
Dividends
|
$15K - $50K |
| ADI - Analog Devices | Corporate Securities - Stock |
Dividends
|
$1K - $15K |
| AFL - AFLAC Inc. (NYSE) | Corporate Securities - Stock |
Dividends
|
$1K - $15K |
| AMGN - Amgen Inc. - Common Stock | Corporate Securities - Stock |
Dividends
|
$1K - $15K |
| AMT - American Tower Corporation (REIT) | Corporate Securities - Stock |
Dividends
|
$1K - $15K |
| AUB - Atlantic Union Bankshares Corporation | Corporate Securities - Stock |
Dividends
|
$1K - $15K |
| BAC - Bank of America Corporation Common Stock | Corporate Securities - Stock |
Dividends
|
$1K - $15K |
| C-Citigroup Inc. (NYSE) | Corporate Securities - Stock |
$201 - $1K
Dividends, Capital Gains
|
$1K - $15K |
| CB - The Chubb Corporation (NYSE) | Corporate Securities - Stock |
Dividends
|
$1K - $15K |
| CEG - Constellation Energy Corporation - Common Stock When-Issued | Corporate Securities - Stock |
Dividends
|
$1K - $15K |
| CMS - CMS Energy Corporation Common Stock | Corporate Securities - Stock |
Dividends
|
$1K - $15K |
| COST - Costco Wholesale Corporation - Common Stock | Corporate Securities - Stock |
Dividends
|
$1K - $15K |
| CSCO - Cisco Systems, Inc. (NASDAQ) | Corporate Securities - Stock |
Dividends
|
$1K - $15K |
| CSCO-Cisco Systems, Inc. (NASDAQ) | Corporate Securities - Stock |
Dividends
|
$1K - $15K |
| CSL - Carlisle Companies Inc | Corporate Securities - Stock |
Dividends
|
$1K - $15K |
| CVS - CVS Health Corporation Common Stock | Corporate Securities - Stock |
Dividends
|
$1K - $15K |
| DIS - The Walt Disney Company (NYSE) | Corporate Securities - Stock |
Dividends
|
$1K - $15K |
| DUK - Duke Energy Corporation (NYSE) | Corporate Securities - Stock |
$201 - $1K
Dividends
|
$1K - $15K |
| EMR - Emerson Electric Co. (NYSE) | Corporate Securities - Stock |
Dividends
|
$1K - $15K |
| Edgewood Country Club | Corporate Securities - Non-Public Stock | — | $1K - $15K |
| FDS-FactSet Research Systems Inc. (NYSE) | Corporate Securities - Stock |
Dividends
|
$1K - $15K |
| FERG - Ferguson Plc | Corporate Securities - Stock |
Dividends
|
$1K - $15K |
| GD - General Dynamics Corporation | Corporate Securities - Stock |
Dividends
|
$1K - $15K |
| GD - General Dynamics Corporation (NYSE) | Corporate Securities - Stock |
Dividends
|
$1K - $15K |
| GE - GE Aerospace | Corporate Securities - Stock |
Dividends
|
$1K - $15K |
| GILD - Gilead Sciences, Inc. - Common Stock | Corporate Securities - Stock |
Dividends
|
$1K - $15K |
| GWW - W.W. Grainger, Inc. | Corporate Securities - Stock |
Dividends
|
$1K - $15K |
| GWW - W.W. Grainger, Inc. Common Stock | Corporate Securities - Stock |
Dividends
|
$1K - $15K |
| HBAN - Huntington Bancshares Incorporated (NASDAQ) | Corporate Securities - Stock |
Dividends
|
$1K - $15K |
| INTC - Intel Corporation (NASDAQ) | Corporate Securities - Stock |
Dividends
|
$1K - $15K |
| ITW - Illinois Tool Works Inc. | Corporate Securities - Stock |
Dividends
|
$1K - $15K |
| ITW - Illinois Tool Works Inc. (NYSE) | Corporate Securities - Stock |
Dividends
|
$1K - $15K |
| JNJ - Johnson & Johnson | Corporate Securities - Stock |
Dividends
|
$1K - $15K |
| KO - Coca-Cola Company | Corporate Securities - Stock |
Dividends
|
$1K - $15K |
| KO - The Coca-Cola Company (NYSE) | Corporate Securities - Stock |
$1K - $2.5K
Dividends
|
$1K - $15K |
| LHX - L3Harris Technologies, Inc. | Corporate Securities - Stock |
Dividends
|
$1K - $15K |
| LHX - L3Harris Technologies, Inc. | Corporate Securities - Stock |
Dividends
|
$1K - $15K |
| LMT - Lockheed Martin Corporation | Corporate Securities - Stock |
Dividends
|
$1K - $15K |
| LOW - Lowe's Companies, Inc. | Corporate Securities - Stock |
Dividends
|
$1K - $15K |
| LOW - Lowe's Companies, Inc. Common Stock | Corporate Securities - Stock |
Dividends
|
$1K - $15K |
| LVMH MOET HENNESSY LOUIS VUITTON | American Depository Receipt |
Dividends
|
$1K - $15K |
| Life Insurance Policy | Life Insurance - Whole |
Dividends
|
$1K - $15K |
| Life Insurance Policy | Life Insurance - Whole |
Dividends
|
$1K - $15K |
| MCD - McDonald's Corp. (NYSE) | Corporate Securities - Stock |
Dividends
|
$1K - $15K |
| MCD-McDonald's Corp. | Corporate Securities - Stock |
Dividends
|
$1K - $15K |
| MDLZ - Mondelez International, Inc. | Corporate Securities - Stock |
Dividends
|
$1K - $15K |
| MDT - Medtronic plc | Corporate Securities - Stock |
Dividends
|
$1K - $15K |
| MRK - Merck & Co., Inc. | Corporate Securities - Stock |
Dividends
|
$1K - $15K |
| MSFT - Microsoft Corporation | Corporate Securities - Stock |
Dividends
|
$1K - $15K |
| MSFT - Microsoft Corporation | Corporate Securities - Stock |
Dividends
|
$1K - $15K |
| NEE - NextEra Energy, Inc. | Corporate Securities - Stock |
Dividends
|
$1K - $15K |
| NEE - NextEra Energy, Inc. (NYSE) | Corporate Securities - Stock |
Dividends
|
$1K - $15K |
| NSC - Norfolk Southern Corporation | Corporate Securities - Stock |
Dividends
|
$1K - $15K |
| NVS - Novartis AG | Corporate Securities - Stock |
Dividends
|
$1K - $15K |
| PAYX - Paychex, Inc. (NASDAQ) | Corporate Securities - Stock |
Dividends
|
$1K - $15K |
| PEP - Pepsico, Inc. (NYSE) | Corporate Securities - Stock |
Dividends
|
$1K - $15K |
| PFE-Pfizer Inc. (NYSE) | Corporate Securities - Stock |
Dividends
|
$1K - $15K |
| PG - The Procter & Gamble Company (NYSE) | Corporate Securities - Stock |
Dividends
|
$1K - $15K |
| PLD - Prologis, Inc. Common Stock | Corporate Securities - Stock |
Dividends
|
$1K - $15K |
| PSX - Phillips 66 (NYSE) | Corporate Securities - Stock |
Dividends
|
$1K - $15K |
| QCOM - QUALCOMM Incorporated - Common Stock | Corporate Securities - Stock |
Dividends
|
$1K - $15K |
| QSR - Restaurant Brands International Inc | Corporate Securities - Stock |
Dividends
|
$1K - $15K |
| RHHBY - Roche Holding AG | Corporate Securities - Stock |
Dividends
|
$1K - $15K |
Disclosed liabilities
The liabilities itemised in the 2025 annual report, largest bracket first. These are the amounts subtracted when the net worth band above is rolled up.
Disclosed lines
5
Total disclosed (band)
$965K – $2.1M
| Description | Amount owed |
|---|---|
| Mortgage (United Bank) | $500K - $1M |
| Mortgage (Wells Fargo) | $250K - $500K |
| Line of Credit (United Bank) | $100K - $250K |
| Mortgage (Wells Fargo) | $100K - $250K |
| Other (Margin loan) (Wells Fargo) | $15K - $50K |
Recent stock trades
Disclosed trades
459
Avg. disclosure lag
148.5 days
Filed past 45-day deadline
32.5%
| Date | Stock | Type | Owner | Amount | Filed | Lag |
|---|---|---|---|---|---|---|
| 2026-07-21 | CSCO Stock · Cisco Systems, Inc. - Common Stock | Sell | Spouse | $1K - $15K | 2026-08-04 | 14d |
| 2026-07-21 | KO Stock · Coca-Cola Company (The) Common Stock | Sell | Spouse | $1K - $15K | 2026-08-04 | 14d |
| 2026-07-21 | INTC Stock · Intel Corporation - Common Stock | Sell | Spouse | $1K - $15K | 2026-08-04 | 14d |
| 2026-07-21 | AAPL Stock · Apple Inc. - Common Stock | Sell | Spouse | $1K - $15K | 2026-08-04 | 14d |
| 2026-07-21 | MSFT Stock · Microsoft Corporation - Common Stock | Sell | Spouse | $15K - $50K | 2026-08-04 | 14d |
| 2026-06-16 | C Stock · Citigroup New Inc (C) | Sell | Spouse | $1K - $15K | 2026-07-06 | 20d |
| 2026-04-17 | AAPL Stock · Apple Inc. - Common Stock | Sell | Spouse | $1K - $15K | 2026-05-07 | 20d |
| 2026-04-17 | CEG Stock · Constellation Energy Corporation - Common Stock When-Issued | Sell | Spouse | $1K - $15K | 2026-05-07 | 20d |
| 2026-04-13 | AVGO Stock · Broadcom Inc. - Common Stock | Sell | Spouse | $1K - $15K | 2026-05-07 | 24d |
| 2026-03-31 | FDS Stock · FactSet Research Systems Inc. Common Stock | Sell | Spouse | $1K - $15K | 2026-04-04 | 4d |
| 2026-03-28 | MA Stock · Mastercard Incorporated Common Stock | Buy | Spouse | $1K - $15K | 2026-04-12 | 15d |
| 2026-03-26 | FDS Stock · FactSet Research Systems Inc. Common Stock | Sell | Spouse | $1K - $15K | 2026-04-04 | 9d |
| 2026-03-25 | FDS Stock · FactSet Research Systems Inc. Common Stock | Sell | Spouse | $1K - $15K | 2026-04-04 | 10d |
| 2026-03-12 | PNC Stock · PNC Financial Services Group, Inc. (The) Common Stock | Buy | Spouse | $1K - $15K | 2026-04-04 | 23d |
| 2026-03-11 | AXP Stock · American Express Company Common Stock | Buy | Spouse | $1K - $15K | 2026-04-04 | 24d |
| 2026-02-24 | ITW Stock · Illinois Tool Works Inc. Common Stock | Sell | Spouse | $1K - $15K | 2026-03-04 | 8d |
| 2026-02-20 | PAYX Stock · Paychex, Inc. - Common Stock | Sell | Spouse | $1K - $15K | 2026-03-04 | 12d |
| 2026-02-10 | BLK Stock · BlackRock, Inc. Common Stock | Sell | Spouse | $1K - $15K | 2026-03-04 | 22d |
| 2026-02-10 | ADI Stock · Analog Devices, Inc. - Common Stock | Sell | Spouse | $1K - $15K | 2026-03-04 | 22d |
| 2026-02-09 | AVGO Stock · Broadcom Inc. - Common Stock | Buy | Spouse | $1K - $15K | 2026-03-04 | 23d |
| 2026-01-28 | SBUX Stock · Starbucks Corp | Sell | Spouse | $1K - $15K | 2026-02-05 | 8d |
| 2025-12-16 | MSFT Stock · Microsoft Corp | Sell | Spouse | $1K - $15K | 2026-01-06 | 21d |
| 2025-12-16 | GOOGL Stock · Alphabet Cl A | Sell | Spouse | $1K - $15K | 2026-01-06 | 21d |
| 2025-12-16 | AAPL Stock · Apple Inc | Sell | Spouse | $1K - $15K | 2026-01-06 | 21d |
| 2025-12-11 | K Stock · Kellanova | Sell | Spouse | $1K - $15K | 2026-01-06 | 26d |
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 2026-09-04. 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 (2026-09-04). Sizes come from disclosed amount ranges, so share counts, values, and weights are all estimates.
8 stocks were omitted because the disclosed trade history crosses a captured split and the older stored price basis is not certified.
| Stock | Est. shares | Est. value | Weight |
|---|---|---|---|
| UBSI | 6,480 | $309.9K | 50.1% |
| SBUX | 256 | $26.7K | 4.3% |
| ZTS | 163 | $12.4K | 2.0% |
| AXP | 127 | $41.4K | 6.7% |
| GOOGL | 117 | $39.5K | 6.4% |
| PLD | 76 | $10.5K | 1.7% |
| USB | 76 | $4.8K | 0.8% |
| PSX | 48 | $12.2K | 2.0% |
| GE | 47 | $15.9K | 2.6% |
| DE | 47 | $32.3K | 5.2% |
| ABT | 43 | $4.7K | 0.8% |
| PNC | 39 | $9.7K | 1.6% |
| META | 38 | $23.2K | 3.8% |
| AMGN | 36 | $15.8K | 2.6% |
| CEG | 36 | $10.8K | 1.7% |
| AMT | 36 | $6.3K | 1.0% |
| SHW | 23 | $7.8K | 1.3% |
| CSL | 17 | $6.1K | 1.0% |
| MA | 17 | $9.6K | 1.6% |
| LLY | 10 | $11.1K | 1.8% |
| COST | 8 | $7.3K | 1.2% |
| CVX | 3 | $622 | 0.1% |