Jeff Fortenberry
Jeff Fortenberry Net Worth & Financial Disclosure
houseAnnual financial disclosure for 2013, filed May 15, 2013. Includes 10 assets and 2 liabilities.
Est. Net Worth
-$367K
2013 annual disclosure
Total Assets
$101K - $265K
10 assets
Total Liabilities
$350K - $750K
2 liabilities
Total Trades
15
From PTR filings
Trade Volume
$730K
Midpoint of disclosed ranges
Net Worth Over Time
Show data table
| Period | Est. net worth |
|---|---|
| 2008 | $189K |
| 2009 | -$550K |
| 2010 | -$876K |
| 2011 | $4.5M |
| 2012 | $779K |
| 2013 | -$367K |
Assets by Category
Real Estate$175K (1)
Mutual Funds$8K (1)
Other$0 (1)
Bank & Cash$0 (2)
Retirement & Pension$0 (5)
Top Stock Holdings (from trades)
All Assets (10)
| Asset | Value |
|---|---|
BT & T (Dec 15, 1994) | N/A |
Janus Bank Checking | N/A |
Woodforest National Bank Checking | N/A |
JP Morgan Chase IRA 529 | N/A |
JP Morgan Chase IRA 529 | N/A |
JPM IRA Rollover | N/A |
JPM IRA Rollover | N/A |
JPM IRA 6.67 | N/A |
Jeff Fortenberry Farm O'Neill, Nebraska, US | $100,001 - $250,000 |
J.P. Morgan U.S. Government Money Market Fund | $1,001 - $15,000 |
Liabilities (2)
| Creditor | Type | Amount |
|---|---|---|
| M&T Bank, N.A. | mortgage | $100,001 - $250,000 |
| Union Bank, Lincoln, NE | mortgage | $250,001 - $500,000 |
Trading Sector Allocation (from PTR trades)
Financial Services$158K
Consumer Defensive$75K
Energy$150K
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).