Jeff Fortenberry
Jeff Fortenberry Net Worth & Financial Disclosure
houseAnnual financial disclosure for 2012, filed May 15, 2012. Includes 11 assets and 1 liabilities.
Est. Net Worth
$779K
2012 annual disclosure
Total Assets
$563K - $1.3M
11 assets
Total Liabilities
$100K - $250K
1 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
Other$375K (1)
Mutual Funds$315K (4)
Real Estate$240K (3)
Bank & Cash$16K (2)
LLC / Partnership$8K (1)
Top Stock Holdings (from trades)
All Assets (11)
| Asset | Value |
|---|---|
Pali Bowl Flight Home | $250,001 - $500,000 |
Seabright Income Fund | $100,001 - $250,000 |
Noank Charters | $1,001 - $15,000 |
Ocean View at FHB - Milford Milford, CT, US | $15,001 - $50,000 |
Three Bridges at FHB - Milford Milford, CT, US | $15,001 - $50,000 |
College Heights | $100,001 - $250,000 |
JP Morgan Chase Bank, NA (Checking) | $1,001 - $15,000 |
JP Morgan Chase Bank, NA (Savings) | $1,001 - $15,000 |
JP Morgan U.S. Government Money Market Fund | $15,001 - $50,000 |
Vanguard 500 Index Fund Admiral Shares | $50,001 - $100,000 |
Vanguard Retirement 2050 Fund Admiral Shares | $15,001 - $50,000 |
Liabilities (1)
| Creditor | Type | Amount |
|---|---|---|
| Mutual of Omaha Bank, Lincoln, NE | mortgage | $100,001 - $250,000 |
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).