Beto O’Rourke Net Worth & Financial Disclosure

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Annual financial disclosure for 2013, filed May 14, 2013. Includes 70 assets and 3 liabilities.

Year:

2013

Est. Net Worth

$7.8M

2013 annual disclosure

Total Assets

$4.1M - $18.1M

70 assets

Total Liabilities

$1.2M - $5.5M

3 liabilities

Total Trades

From PTR filings

Trade Volume

$3.4M

Midpoint of disclosed ranges

Assets by Category

LLC / Partnership$6.8M (4)

Real Estate$3M (1)

Stocks$823K (57)

Retirement & Pension$401K (2)

Other$73K (3)

Mutual Funds$16K (2)

ETFs$8K (1)

Top Stock Holdings (from trades)

All Assets (70)

Asset	Type	Owner	Value	Income
Stanton Street Technology Group, Inc. El Paso, TX, US	Stocks	Self	$250,001 - $500,000	Dividends $15,001 - $50,000
Imperial Arms LLC El Paso, TX, US	LLC / Partnership	Self	$1,000,001 - $5,000,000

Liabilities (3)

Creditor	Type	Amount	Rate	Term
Pioneer Bank of El Paso	mortgage	$100,001 - $250,000	—	—
American Fidelity Assurance Company	mortgage	$1,000,001 - $5,000,000	—	—
Flag Star Bank	mortgage

Trading Sector Allocation (from PTR trades)

Consumer Defensive$16K

Technology$40K

Financial Services$99K

Energy$120K

Consumer Cyclical$24K

Communication Services$16K

Industrials$40K

Healthcare$8K

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Methodology: Net worth is calculated from annual financial disclosures filed under the STOCK Act. Congress members report asset values and liabilities in ranges (e.g., $1,001–$15,000), not exact amounts. The “estimated net worth” shown is the midpoint of total assets minus the midpoint of total liabilities. Actual values may differ. Stock trading data comes from separate Periodic Transaction Reports (PTRs).