Follow The Filings

Patrick T. McHenry

R-NC-10 Former representative · North Carolina Republican In Congress since 2005

Patrick T. McHenry reported no stock trades since Oct 4, 2023. The 2023 annual report lists 12 assets.

Reported holdings

2023 annual report · filed May 15, 2024 · values at year end, in the ranges disclosed

Original
  1. Stocks $1K–$15K · 1 asset <1%
  2. Funds $252K–$530K · 3 assets ≈35%
  3. Cash & bonds $2K–$30K · 2 assets ≈1%
  4. Real estate & business $80K–$201K · 4 assets ≈13%
  5. Other $350K–$750K · 2 assets ≈50%

Shares are approximate: each holding counts at the middle of its disclosed range. Pick a slice to list only those holdings.

  1. Vanguard 529 College Savings PlanOtherChild$250K–$500K
  2. VITVXVanguard Target Retirement 2045FundSpouse$250K–$500K
  3. Mortgage Held on 215 Robinson RoadOtherSelf$100K–$250K
  4. McHenry-Putman PartnershipReal estateSelf$50K–$100K
  5. Locust -Hwy 200 LLCReal estateSelf$15K–$50K
  6. McHenry-Putman PartnershipReal estateSelf$15K–$50K
  7. Congressional FCU Money Market AccountCashSelf$1K–$15K
  8. Congressional FCU checkingCashSelf$1K–$15K
  9. Fidelity Government Cash ReservesFundSpouse$1K–$15K
  10. MMCMarsh & McLennan Companies, Inc.Spouse$1K–$15K
  11. AORiShares Core Growth Allocation ETFFundSpouse$1K–$15K
  12. Alliance Bank and TrustPrivate businessSelf$0–$1K

Source filings

Every report we read for this page · newest first

  1. May 15, 2024 2023 annual report 14 assets View original

From STOCK Act disclosures filed with the Clerk of the House. Amounts are the disclosed ranges. Trades cover the last three years; holdings come from the latest annual report. How we read these reports.