Jeff Fortenberry

Jeff Fortenberry Net Worth & Financial Disclosure

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Annual financial disclosure for 2008, filed May 15, 2008. Includes 26 assets.

Est. Net Worth
$189K
2008 annual disclosure
Total Assets
$97K - $280K
26 assets
Total Liabilities
$0
0 liabilities
Total Trades
15
From PTR filings
Trade Volume
$730K
Midpoint of disclosed ranges

Net Worth Over Time

Show data table
PeriodEst. net worth
2008$189K
2009-$550K
2010-$876K
2011$4.5M
2012$779K
2013-$367K

Assets by Category

Mutual Funds$140K (4)
Bank & Cash$41K (3)
Retirement & Pension$8K (1)
Other$0 (2)
ETFs$0 (1)
LLC / Partnership$0 (1)
Stocks$0 (13)
Real Estate$0 (1)

Top Stock Holdings (from trades)

All Assets (26)

AssetValue
JP Morgan (Russ)
$15,001 - $50,000
JT Lincoln NE (Russ)
$15,001 - $50,000
Goldman Sachs Investments
$50,001 - $100,000
Retail Book-to-Store
N/A
IRA Ameritrade Acct
$1,001 - $15,000
Lincoln Investments
N/A
CRE Gold ETFs
N/A
CRE Gold (Interest)
N/A
JP Morgan
$15,001 - $50,000
Bank of Utah
$1,001 - $15,000
JTL Reger Biomedia LLC
Lincoln, NE, US
N/A
Cash Account (First National Bank of Omaha)
N/A
N/A
N/A
N/A
N/A
N/A
First National Bank Stock
N/A
N/A
N/A
Plains All American Pipeline LP
N/A
N/A
N/A
N/A
N/A
Farm & Ranch Properties (see note)
N/A

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).
Jeff Fortenberry Net Worth & Financial Disclosure 2008: Assets & Portfolio | Congress Stock Tracker