FORTNEY PETE STARK Net Worth & Financial Disclosure

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Annual financial disclosure for 2011, filed July 7, 2011. Includes 21 assets and 3 liabilities.

Year:

2012 2011 2010 2009 2008

Est. Net Worth

-$8M

2011 annual disclosure

Total Assets

$3.4M - $12.9M

21 assets

Total Liabilities

$5.8M - $26.5M

3 liabilities

Total Trades

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$6M (2)

Stocks$1.3M (6)

Other$399K (4)

Mutual Funds$283K (6)

Bank & Cash$108K (2)

Gov. Securities$8K (1)

Top Stock Holdings (from trades)

Apple Inc.AAPL

$175K

Cohen and Steers SelectUTF

$75K

CaplineCPN

$8K

All Assets (21)

Asset	Type	Owner	Value	Income
Ambient(ABTG)	Stocks	Self	$1,001 - $15,000	None
Charles Schwab Inc. Cash Mgmt Accounts	Bank & Cash	Self	$15,001 - $50,000	Interest $1 - $200
Cohen & Steers REIT(RNP)	Mutual Funds	Self	N/A	Dividends $1,001 - $2,500
Cohen & Steers Select(UTF)	Mutual Funds	Spouse	$50,001 - $100,000	Dividends $5,001 - $15,000
Delcath(DCTH)	Stocks	Self	$250,001 - $500,000	None
Dodge & Cox(DODGX)	Mutual Funds	Self	$100,001 - $250,000	Dividends $1,001 - $2,500
Dodge & Cox International	Mutual Funds	Self	N/A	Capital Gains $201 - $1,000
DWS REEF	Mutual Funds	Self	N/A	None
Federal Realty Trust(FRT)	Stocks	Self	$1,001 - $15,000	Dividends $201 - $1,000
Gift Trust	Other	Self	$1,001 - $15,000	None
Multi-tenant Warehouse Littlefield Drive S, San Francisco, CA, US	Real Estate	Self	$1,000,001 - $5,000,000	Rent $1,000,001 - $5,000,000
Navajo Refining	Other	Self	$1,001 - $15,000	Royalties $201 - $1,000
Pengrowth Energy(PGH)	Stocks	Self	$100,001 - $250,000	Dividends $15,001 - $50,000
Rental House 300 Block 2nd Street, SE., Washington, DC, US	Real Estate	Self	$1,000,001 - $5,000,000	Rent $50,001 - $100,000
Richey Oil Co. Houston, TX, US	Other	Self	$250,001 - $500,000	Royalties $15,001 - $50,000
Starbucks, Inc.(SBUX)	Stocks	Self	$15,001 - $50,000	Dividends $201 - $1,000
Tepco Oil Co.	Other	Self	$1,001 - $15,000	Royalties $201 - $1,000
US Savings Bonds	Gov. Securities	Self	$1,001 - $15,000	Interest $201 - $1,000
Vanguard REIT	Mutual Funds	Self	$15,001 - $50,000	Dividends $5,001 - $15,000
Wells Fargo(WFC)	Stocks	Self	$500,001 - $1,000,000	Dividends $1 - $200
Wright Patman Congressional Federal Credit Union	Bank & Cash	Self	$50,001 - $100,000	Interest $1 - $200

Liabilities (3)

Creditor	Type	Amount	Rate	Term
America's Servicing Co.	personal loan	$500,001 - $1,000,000	—	—
Reliastar Life Insurance Co.	other	$5,000,001 - $25,000,000	—	—
Charles Schwab, Inc.	margin loan	$250,001 - $500,000	—	—

Trading Sector Allocation (from PTR trades)

Financial Services$8K

Technology$175K

FORTNEY PETE STARK trades Wealthiest members Most active traders CA delegation Articles

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).