FORTNEY PETE STARK
FORTNEY PETE STARK Net Worth & Financial Disclosure
houseAnnual financial disclosure for 2009, filed August 4, 2009. Includes 9 assets and 3 liabilities.
Est. Net Worth
$3.9M
2009 annual disclosure
Total Assets
$2.2M - $7.5M
9 assets
Total Liabilities
$615K - $1.3M
3 liabilities
Total Trades
9
From PTR filings
Trade Volume
$453K
Midpoint of disclosed ranges
Net Worth Over Time
Show data table
| Period | Est. net worth |
|---|---|
| 2008 | $5.7M |
| 2009 | $3.9M |
| 2010 | -$12.3M |
| 2011 | -$8M |
| 2012 | $3.3M |
Assets by Category
Real Estate$3.8M (2)
Mutual Funds$1.1M (6)
Bank & Cash$8K (1)
Top Stock Holdings (from trades)
All Assets (9)
| Asset | Value |
|---|---|
Social Management Accounts | $100,001 - $250,000 |
Wells Managed Accounts | $250,001 - $500,000 |
American Funds (CITs) | $100,001 - $250,000 |
Dodge & Cox Stock | $50,001 - $100,000 |
Dodge & Cox Balanced Fund | $50,001 - $100,000 |
| $100,001 - $250,000 | |
Multi-Family Homes (4 buildings) San Jose, CA, US | $1,000,001 - $5,000,000 |
S. Redwood Dr. Property San Jose, CA, US | $500,001 - $1,000,000 |
Checking Account - Patelco Credit Union CA, US | $1,001 - $15,000 |
Liabilities (3)
| Creditor | Type | Amount |
|---|---|---|
| Com. Servicing Co. | other | $100,001 - $250,000 |
| Prudential Life Insurance Co. | other | $500,001 - $1,000,000 |
| Chase Student Loan | other | $15,001 - $50,000 |
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).