Martha Roby
Martha Roby Net Worth & Financial Disclosure
houseAnnual financial disclosure for 2011, filed May 13, 2011. Includes 23 assets and 1 liabilities.
Est. Net Worth
$592K
2011 annual disclosure
Total Assets
$303K - $946K
23 assets
Total Liabilities
$15K - $50K
1 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$312K (13)
LLC / Partnership$175K (1)
Stocks$106K (8)
Bank & Cash$33K (1)
Top Stock Holdings (from trades)
All Assets (23)
| Asset | Value |
|---|---|
American Funds EuroPacific Growth Fund | $1,001 - $15,000 |
American Beacon Small Cap Value Fund | $1,001 - $15,000 |
American Beacon Large Cap Value Fund | $15,001 - $50,000 |
American Funds Growth Fund of America | $1,001 - $15,000 |
Artisan Mid Cap Value Fund | $1,001 - $15,000 |
Columbia Large Cap Index Fund | $50,001 - $100,000 |
Columbia Small Cap Growth Fund | $1,001 - $15,000 |
| $1,001 - $15,000 | |
Haney Mill Road Farm LLC Shorter, Alabama, Montgomery County, Alabama, US | $100,001 - $250,000 |
Harbor International Fund | $1,001 - $15,000 |
| $1,001 - $15,000 | |
Janus Overseas Fund | $15,001 - $50,000 |
Mainstay Funds Trust Growth Equity Fund | $1,001 - $15,000 |
Morgan Stanley Managed Growth Portfolio Fund | $50,001 - $100,000 |
T. Rowe Price Mid-Cap Growth Fund | $1,001 - $15,000 |
| $1,001 - $15,000 | |
| $1,001 - $15,000 | |
| $15,001 - $50,000 | |
| $1 - $1,000 | |
Wachovia Bank accounts | $15,001 - $50,000 |
| $1,001 - $15,000 | |
| $15,001 - $50,000 | |
Wells Galliard Blended Stable Value Fund | $15,001 - $50,000 |
Liabilities (1)
| Creditor | Type | Amount |
|---|---|---|
| Regions Bank | personal loan | $15,001 - $50,000 |
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).