Ellen McCausland Lord: net worth, assets and stock trades

Ellen McCausland Lord in short

What is Ellen McCausland Lord's net worth?

Based on the 2021 financial disclosure report (filed March 18, 2021), Ellen McCausland Lord's net worth was between $155,000 and $16.7 million, with a middle estimate of $8.5 million. The report lists 81 assets worth $5.2 million to $17.8 million and 1 liabilities of $1.0 million to $5.0 million. Values are filed as ranges, so net worth is a range. As reported, the figures leave out the personal home.

What stocks does Ellen McCausland Lord own?

The 2021 report lists 16 stock, fund and option holdings. The largest are: iSHARES S&P MIDCAP 400 Index (IJH) See Endnote, $100,001 - $250,000; iShares S&P Mid-Cap 400 Growth ETF (IJK), $100,001 - $250,000; IJH -ISHARES S&P MIDCAP 400 INDEX See Endnote, $50,001 - $100,000; ISHARES S&P MIDCAP GR ETF (IJK), $50,001 - $100,000; IVW - ISHARES S&P 500 GRWTH ETF See Endnote, $50,001 - $100,000; iShares Core S&P Small-Cap ETF (IJR), $50,001 - $100,000; VanguardEmerging Markets Stock Index Fund ETF Shares (VWO), $50,001 - $100,000; IVE - ISHARES S&P 500 VAL ETF, $15,001 - $50,000; Apple Inc. - Common Stock (AAPL), $15,001 - $50,000; iShares Morningstar Small-Cap Value ETF (JKL), $15,001 - $50,000. Some are held by the spouse.

Does Ellen McCausland Lord trade stocks?

Ellen McCausland Lord reported 52 trades (19 buys and 33 sells), the latest on September 14, 2020. Trades by the spouse and dependent children are included.

From official financial disclosure reports. Amounts are filed as ranges, so values are estimates.