J. RANDY FORBES

J. RANDY FORBES Net Worth & Financial Disclosure

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Annual financial disclosure for 2011, filed June 14, 2011. Includes 10 assets and 5 liabilities.

Est. Net Worth
$17.5M
2011 annual disclosure
Total Assets
$6.6M - $31.3M
10 assets
Total Liabilities
$915K - $1.9M
5 liabilities
Total Trades
1
From PTR filings
Trade Volume
$3M
Midpoint of disclosed ranges

Net Worth Over Time

Show data table
PeriodEst. net worth
2008-$865K
2009$2.5M
2010$2.7M
2011$17.5M
2012$21.9M
2013$2.7M

Assets by Category

Real Estate$15.4M (3)
LLC / Partnership$3.6M (3)
Stocks$33K (1)
Bank & Cash$24K (3)

Top Stock Holdings (from trades)

All Assets (10)

AssetValue
JMI Residential Value Add Fund II, LP
$250,001 - $500,000
JMI Residential Value Add Fund III, LP
$100,001 - $250,000
Sierra Pacific Westside, LLC
$1,000,001 - $5,000,000
Big 7 Oak Avenue
Santa Monica, CA, US
$5,000,001 - $25,000,000
Bank of America Accounts
$1,001 - $15,000
SunTrust Accounts
$1,001 - $15,000
Bank of Hampton Roads Accounts
$1,001 - $15,000
Hampton Roads Bankshares Inc Stock Ownership in Virginia Business Bank
Virginia, US
$15,001 - $50,000
1476 Dock Rd.
Aylett, VA 23009, US
$100,001 - $250,000
4844 Ridgewood Ct.
Gloucester, VA 23061, US
$100,001 - $250,000

Liabilities (5)

CreditorTypeAmount
Bank of Americamortgage$250,001 - $500,000
Suntrust Bankmortgage$500,001 - $1,000,000
Wells Fargomortgage$100,001 - $250,000
Wells Fargoline of credit$50,001 - $100,000
Capital One Bankline of credit$15,001 - $50,000
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).
J. RANDY FORBES Net Worth & Financial Disclosure 2011: Assets & Portfolio | Congress Stock Tracker