Martha Roby
Martha Roby Net Worth & Financial Disclosure
houseAnnual financial disclosure for 2012, filed May 15, 2012. Includes 27 assets and 3 liabilities.
Est. Net Worth
$285K
2012 annual disclosure
Total Assets
$362K - $1.1M
27 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$353K (12)
LLC / Partnership$175K (1)
Stocks$130K (8)
Bank & Cash$49K (4)
Retirement & Pension$41K (2)
Top Stock Holdings (from trades)
All Assets (27)
| Asset | Value |
|---|---|
AmeriFunds EuroPacific Growth Fund | $15,001 - $50,000 |
American Beacon Large Cap Value Fund | $50,001 - $100,000 |
American Beacon Small Cap Value Fund | $1,001 - $15,000 |
American Funds Growth Fund | $50,000 - $100,000 |
Artisan Mid Cap Value Fund | $1,001 - $15,000 |
Cash held in trust | $1 - $1,000 |
Cash held in trust | $1,001 - $15,000 |
Cash, Sterne Agee IRA (rolled over from City of Montgomery, Alabama pension) | $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 | |
Hanceville Road Farm LLC Hanceville, Alabama, US | $100,001 - $250,000 |
Harbor International Fund | $1,001 - $15,000 |
| $1,001 - $15,000 | |
Mainstay Funds Trust Growth Equity Fund Class A | $1,001 - $15,000 |
Managed Fund Portfolio Equity Fund Class A (Managed by Welch Investments) | $15,001 - $50,000 |
Stable Value (Wells Galliard) | $15,001 - $50,000 |
Sterne Agee, Inc. Account | $1,001 - $15,000 |
T. Rowe Price Mid-Cap Growth Fund | $15,001 - $50,000 |
Thrift Savings Plan | $15,001 - $50,000 |
| $1,001 - $15,000 | |
| $15,001 - $50,000 | |
| $15,001 - $50,000 | |
| $1 - $1,000 | |
| $15,001 - $50,000 | |
| $1,001 - $15,000 | |
Wells Fargo bank account | $15,001 - $50,000 |
Liabilities (3)
| Creditor | Type | Amount |
|---|---|---|
| Regions Bank | personal loan | $10,001 - $15,000 |
| Arthur M. Britton | mortgage | $250,001 - $500,000 |
| Regions Bank | mortgage | $50,001 - $100,000 |
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).