FORTNEY PETE STARK

FORTNEY PETE STARK Net Worth & Financial Disclosure

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Annual financial disclosure for 2008, filed April 22, 2008. Includes 18 assets and 2 liabilities.

Est. Net Worth
$5.7M
2008 annual disclosure
Total Assets
$8M - $34.8M
18 assets
Total Liabilities
$5.5M - $26M
2 liabilities
Total Trades
9
From PTR filings
Trade Volume
$453K
Midpoint of disclosed ranges

Net Worth Over Time

Show data table
PeriodEst. net worth
2008$5.7M
2009$3.9M
2010-$12.3M
2011-$8M
2012$3.3M

Assets by Category

Real Estate$18.8M (3)
Mutual Funds$1.2M (6)
Bank & Cash$750K (1)
Stocks$323K (5)
Retirement & Pension$300K (1)
LLC / Partnership$75K (1)
Gov. Securities$8K (1)

Top Stock Holdings (from trades)

All Assets (18)

AssetValue
Management & Cash
$500,001 - $1,000,000
$100,001 - $250,000
$100,001 - $250,000
$250,001 - $500,000
$1,001 - $15,000
Multi-tenant Warehouse, Littlefield St, So. San Francisco, CA
So. San Francisco, CA, US
$5,000,001 - $25,000,000
Pappin Stark LLP
Oakland, CA, US
$50,001 - $100,000
$50,001 - $100,000
Rental House 3008 K 2nd St., SE, Washington, DC
Washington, DC, US
$1,000,001 - $5,000,000
Home in TX
Houston, TX, US
$500,001 - $1,000,000
Cohen & Steers REIT Fund (RNP)
$100,001 - $250,000
$15,001 - $50,000
PWS REEF Real Estate Fund LP
$100,001 - $500,000
Gifford Fund (TWGTX)
$1,001 - $15,000
US Savings Bonds
$1,001 - $15,000
Cohen & Steers Select Utility Fund (UTF)
$100,001 - $250,000
Vanguard REIT Index Fund (VGSLX)
$100,001 - $500,000
$15,001 - $50,000

Liabilities (2)

CreditorTypeAmount
America's Servicing Co.other$500,001 - $1,000,000
Reliastar Life Insurance Co.other$5,000,001 - $25,000,000

Trading Sector Allocation (from PTR trades)

Financial Services$8K
Technology$175K
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).
FORTNEY PETE STARK Net Worth & Financial Disclosure 2008: Assets & Portfolio | Congress Stock Tracker