Martha Roby
Martha Roby Net Worth & Financial Disclosure
houseAnnual financial disclosure for 2013, filed June 19, 2013. Includes 23 assets and 3 liabilities.
Est. Net Worth
$584K
2013 annual disclosure
Total Assets
$587K - $1.5M
23 assets
Total Liabilities
$310K - $615K
3 liabilities
Total Trades
9
From PTR filings
Trade Volume
$113K
Midpoint of disclosed ranges
Net Worth Over Time
Show data table
| Period | Est. net worth |
|---|---|
| 2011 | $592K |
| 2012 | $285K |
| 2013 | $584K |
Assets by Category
Mutual Funds$434K (13)
LLC / Partnership$375K (1)
Stocks$205K (8)
Bank & Cash$33K (1)
Top Stock Holdings (from trades)
All Assets (23)
| Asset | Value |
|---|---|
AmerFunds EuroPacific Growth Fund | $15,001 - $50,000 |
American Beacon Large Cap Value Fund | $50,001 - $100,000 |
American Beacon Small Cap Value Fund | $15,001 - $50,000 |
American Funds Growth Fund of America | $15,001 - $50,000 |
Artisan Mid Cap Value Fund | $1,001 - $15,000 |
Columbia Large Cap Index Fund | $15,001 - $50,000 |
Columbia Small Cap Growth I Fund | $1,001 - $15,000 |
| $1,001 - $15,000 | |
Haney Mill Road Farm LLC Montgomery County, Alabama, US | $250,001 - $500,000 |
Harbor International Fund | $15,001 - $50,000 |
| $1,001 - $15,000 | |
Mainstay Funds Trust Growth Equity Fund | $1,001 - $15,000 |
Mainstay Large Cap Growth Fund | $15,001 - $50,000 |
Mass Mutual Managed Growth Portfolio Fund | $50,001 - $100,000 |
T Rowe Price Mid-Cap Growth Fund | $15,001 - $50,000 |
| $1,001 - $15,000 | |
| $15,001 - $50,000 | |
| $50,001 - $100,000 | |
| $1,001 - $15,000 | |
| $15,001 - $50,000 | |
| $15,001 - $50,000 | |
Wells Fargo Bank accounts (formerly known as Wachovia Bank) | $15,001 - $50,000 |
Wells Galliard Blended Stable Value Fund | $15,001 - $50,000 |
Liabilities (3)
| Creditor | Type | Amount |
|---|---|---|
| Arthur M. Britton | mortgage | $250,001 - $500,000 |
| Regions Bank | mortgage | $50,001 - $100,000 |
| Regions Bank | personal loan | $10,001 - $15,000 |
Trading Sector Allocation (from PTR trades)
Consumer Cyclical$16K
Industrials$8K
Basic Materials$115
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).