Jeff Fortenberry
Jeff Fortenberry Net Worth & Financial Disclosure
houseAnnual 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
| Period | Est. 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)
| Asset | Value |
|---|---|
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).