Trading fell 69% in the last two quarters
9 trades made in Q2 '26 and Q3 '26, against 29 in Q4 '25 and Q1 '26. Recent quarters can still grow as late reports arrive.
Shelley M Capito
Senator
Republican
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 .
Trading
Disclosed trades
712
Since Q4 '23
Purchases
50%
Share of disclosed trades
Avg. disclosure lag
105 days
Median 28 days
Filed past 45-day deadline
20.9%
STOCK Act deadline
95% of trades were $15,000 or less
Those 674 trades carry about 79.2% of the disclosed dollars, by the midpoints of the ranges.
79% of trades were disclosed within 45 days
The median trade was disclosed 28 days after it was made, and 149 of 712 trades took longer than the STOCK Act deadline.
Purchases and sales by quarter
Trades by quarter of trade
Purchases
Sales
Quarter in progress
Source: periodic transaction reports, machine-readable only.
MSFT is the most traded stock
Trades per stock
Purchases
Sales
0.3% of trades carry 4% of the disclosed dollars
Share of trades and of disclosed dollars by size, using range midpoints
Share of trades
Share of dollars
Amounts are disclosed as ranges, so dollar shares use each range's midpoint and are estimates.
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
Disclosed net worth band, 2020 to 2025
Band from annual financial disclosures, by reporting year
Band maximum
Band minimum
Source: annual financial disclosure reports, electronically filed only.
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 |
Recent stock trades
| Date | Stock | Type | Owner | Amount | Filed | Lag |
|---|---|---|---|---|---|---|
| 2026-07-21 | AAPL Stock · Apple 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 | MSFT Stock · Microsoft Corporation - Common Stock | Sell | Spouse | $15K - $50K | 2026-08-04 | 14d |
| 2026-07-21 | CSCO Stock · Cisco Systems, Inc. - Common Stock | Sell | Spouse | $1K - $15K | 2026-08-04 | 14d |
| 2026-06-16 | C Stock · Citigroup New Inc (C) | Sell | Spouse | $1K - $15K | 2026-07-06 | 20d |
| 2026-04-17 | CEG Stock · Constellation Energy Corporation - Common Stock When-Issued | Sell | Spouse | $1K - $15K | 2026-05-07 | 20d |
| 2026-04-17 | AAPL Stock · Apple Inc. - Common Stock | 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 | AAPL Stock · Apple Inc | 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 | MSFT Stock · Microsoft Corp | 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 2026-10-23. 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 (2026-10-23). 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 | $315.4K | 51.1% |
| SBUX | 256 | $25.8K | 4.2% |
| ZTS | 163 | $13.2K | 2.1% |
| AXP | 127 | $39.8K | 6.4% |
| GOOGL | 117 | $37.3K | 6.1% |
| PLD | 76 | $9.6K | 1.6% |
| USB | 76 | $4.5K | 0.7% |
| PSX | 48 | $13.6K | 2.2% |
| GE | 47 | $13.4K | 2.2% |
| DE | 47 | $30.1K | 4.9% |
| ABT | 43 | $4.5K | 0.7% |
| PNC | 39 | $8.9K | 1.4% |
| META | 38 | $24.2K | 3.9% |
| AMGN | 36 | $15.9K | 2.6% |
| CEG | 36 | $9.1K | 1.5% |
| AMT | 36 | $6.7K | 1.1% |
| SHW | 23 | $7.9K | 1.3% |
| CSL | 17 | $6K | 1.0% |
| MA | 17 | $10.3K | 1.7% |
| LLY | 10 | $12.3K | 2.0% |
| COST | 8 | $8K | 1.3% |
| CVX | 3 | $696 | 0.1% |
Assets and liabilities
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 |