Randy Neugebauer Net Worth & Financial Disclosure

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Annual financial disclosure for 2008, filed May 9, 2008. Includes 176 assets and 2 liabilities.

Year:

2013 2012 2011 2010 2009 2008

Est. Net Worth

$11.2M

2008 annual disclosure

Total Assets

$6.6M - $17.4M

176 assets

Total Liabilities

$550K - $1.1M

2 liabilities

Total Trades

344

From PTR filings

Trade Volume

$12.3M

Midpoint of disclosed ranges

Net Worth Over Time

Show data table

Period	Est. net worth
2008	$11.2M
2009	$13.1M
2010	$12.1M
2011	$11.4M
2012	$13.8M
2013	$9.6M

Assets by Category

Gov. Securities$3.5M (17)

Retirement & Pension$3.3M (7)

Real Estate$2.4M (17)

Mutual Funds$990K (11)

LLC / Partnership$900K (8)

Stocks$383K (100)

Bank & Cash$381K (14)

ETFs$175K (1)

Other$8K (1)

Top Stock Holdings (from trades)

All Assets (176)

Asset	Type	Owner	Value	Income
State National Bank of Big Spring Accounts	Bank & Cash	Joint	$15,001 - $50,000	Interest $1 - $200
Congressional Federal Credit Union Washington, DC, US	Bank & Cash	Joint	$15,001 - $50,000	Interest $1,001 - $2,500
5725 86th Street Lubbock, TX, US	Real Estate	Joint	$100,001 - $250,000	None
ING PIMCO Total Return Portfolio	Mutual Funds	Self	$1,001 - $15,000	Dividends $201 - $1,000
Pioneer Equity Income Fund	Mutual Funds	Self	$1,001 - $15,000	None
Lord Abbett Mid-Cap Value Portfolio	Mutual Funds	Self	$1,001 - $15,000	Dividends $201 - $1,000
Colonial Investment Company Lubbock, Texas, US	Mutual Funds	Self	$1,001 - $15,000	Dividends $201 - $1,000
8571, Ltd. Lubbock, Texas, US	Real Estate	Self	$50,001 - $100,000	Rent $5,001 - $15,000
Partnership Interest in Holdings, LLC Houston, Texas, US	Retirement & Pension	Self	$100,001 - $250,000	Rent, Interest, Dividends, Capital Gain $50,001 - $100,000
Partnership Interest - Lubbock Land Ltd. Lubbock, Texas, US	LLC / Partnership	Self	N/A	Capital Gains $1,001 - $2,500
Partnership Interest - Lubbock Land Ltd. Lubbock, Texas, US	LLC / Partnership	Self	$50,001 - $100,000	Ordinary Income, Interest $15,001 - $50,000
5717 88th Street Lubbock, TX, US	Real Estate	Self	$50,001 - $100,000	Rent $5,001 - $15,000
6105 77th Street Lubbock, TX, US	Real Estate	Self	$50,001 - $100,000	Rent $5,001 - $15,000
2013-2019 S. Loop 289 Lubbock, TX, US	Real Estate	Self	$100,001 - $250,000	Rent $15,001 - $50,000
State National Bank Accounts Lubbock, TX, US	Bank & Cash	Self	$1,001 - $15,000	None
HCSR Plainview (General Partner in Enterprises, LTD; JT Holdings) Plainview, TX, US	LLC / Partnership	Joint	$50,001 - $100,000	Interest $2,501 - $5,000
State National Bank Lubbock, TX, US	Bank & Cash	Self	$15,001 - $50,000	Interest $201 - $1,000
U.S. Treasury Bills	Gov. Securities	Spouse	$500,001 - $1,000,000	Interest $15,001 - $50,000
Waterhouse Money Market Fund - Goldman Sachs	Mutual Funds	Self	$1 - $1,000	None
Goldman Sachs Institutional Money Market	Mutual Funds	Self	$15,001 - $50,000	Interest $1,001 - $2,500
Bellevue School Dist No 405 Wash Bond	Gov. Securities	Self	N/A	Interest $5,001 - $15,000
Snohomish County Wtr & Swr Sys Rev Bond	Gov. Securities	Self	N/A	Interest $5,001 - $15,000
Indiana Finance Authority Bond	Gov. Securities	Self	$100,001 - $250,000	Interest $5,001 - $15,000
Pennsylvania Intergovernmental Rev Bond	Gov. Securities	Self	$100,001 - $250,000	Interest $5,001 - $15,000
State of Texas GO Bond	Gov. Securities	Spouse	$250,001 - $500,000	Interest $5,001 - $15,000
Chicago Ill Met Pier & Expo Auth Rev Bond Chicago, IL, US	Gov. Securities	Spouse	$100,001 - $250,000	Interest $5,001 - $15,000
Minneapolis MN IL Rev Bond Minneapolis, MN, US	Gov. Securities	Spouse	$100,001 - $250,000	Interest $5,001 - $15,000
North East Texas Regional Mobility Authority Rev Bond Texas, US	Gov. Securities	Self	$250,001 - $500,000	Interest $5,001 - $15,000
Clark County Washington Sch Bond Clark County, WA, US	Gov. Securities	Self	$100,001 - $250,000	Interest $5,001 - $15,000
Orange Beach Ala Rev Bond Orange Beach, AL, US	Gov. Securities	Self	$100,001 - $250,000	Interest $5,001 - $15,000
Clark City Nevada School Dist Bond Clark County, NV, US	Gov. Securities	Self	$250,001 - $500,000	Interest $5,001 - $15,000
Boise School Dist Bond Boise, ID, US	Gov. Securities	Self	$100,001 - $250,000	Interest $5,001 - $15,000
Boulder City Nev Rev Bond	Gov. Securities	Self	$50,001 - $100,000	Interest $1,001 - $2,500
Chicago Illinois Midway Airport Rev Bond	Gov. Securities	Self	$100,001 - $250,000	None
Cleveland Ohio Waterworks Rev Bond	Gov. Securities	Self	$50,001 - $100,000	None
Goldman Sachs Bank Deposit	Bank & Cash	Self	$100,001 - $250,000	Interest $5,001 - $15,000
Goldman Sachs High Yield Municipal	Mutual Funds	Self	$250,001 - $500,000	Interest/Dividends $5,001 - $15,000
Limited Partner interest in Portfolio Managers: Portfolio Managers Strategies Class 2 - The Limited Duration Managed Portfolio Fund	Retirement & Pension	Self	$1,000,001 - $5,000,000	Dividends/Capital Gains $50,001 - $100,000
Limited Liability Company investment in Conventional Energy, LLC (non-managed entity; UG interest less than .002%)	LLC / Partnership	Self	N/A	Interest/Dividends $1 - $200
GS Public Equity Partners, L.P.	LLC / Partnership	Self	$500,001 - $1,000,000	Interest/Dividends/Capital Gains/Ordinary Income $50,001 - $100,000
Citigroup Inc. CMN(C)	Stocks	Self	$15,001 - $50,000	None
Goldman Sachs Equity Flex Fund CLA	Mutual Funds	Self	$100,001 - $250,000	None
FNMA (Fannie Mae) Structured Note	Gov. Securities	Self	$50,001 - $100,000	Interest $1,001 - $2,500
Quintana Royalties LLC Private Equity Ltd. Houston, Texas, US	Retirement & Pension	Self	$50,001 - $100,000	Other Partnership Income $5,001 - $15,000
Limited Partner Investment in Fairfield Financial Partners, L.P. Houston, Texas, US	LLC / Partnership	Self	N/A	Other $1 - $1,000
Limited Partner Investment in Freestone Samwil Partners, L.P. Houston, Texas, US	LLC / Partnership	Self	N/A	Other $1,001+
Land Lake 2 Sec 25 AB 260 Blk A Lubbock, Texas, US	Real Estate	Self	$100,001 - $250,000	Other $201 - $1,000
Morgan Stanley / JP Morgan - Cash	Bank & Cash	Self	$1 - $1,000	None
Investment in Lubbock Land Company Texas, Ltd. Lubbock, Texas, US	LLC / Partnership	Self	N/A	Other $100,001 - $1,000,000
Tract 20.13.4 acres, Sec 28 Blk A Lubbock County, Texas, US	Real Estate	Self	$50,001 - $100,000	None
Lots 572, 623 Regal Park Homestead and Iowa, TX, US	Real Estate	Spouse	$100,001 - $250,000	Ordinary Income
1/3 Interest in Regal Park Homestead and Iowa, TX, US	Real Estate	Spouse	$50,001 - $100,000	Ordinary Income
American Bank of Texas Accounts Texarkana, TX, US	Bank & Cash	Self	$50,001 - $100,000	Interest $5,001 - $15,000
Other Land – Farm and Investment Property Block County, TX, US	Real Estate	Self	$50,001 - $100,000	Other Land - Farm and Investment $1 - $200
BLK E2, A.K. Sec 25, AB 269 TR 13, J. Poitevent Survey Bowie County, TX, US	Real Estate	Self	$1,001 - $15,000	None
American Bank of Commerce Lubbock, TX, US	Bank & Cash	Self	$1 - $1,000	Interest $1 - $200
Luby's, Inc.(LUB) Lubbock, TX, US	Stocks	Self	$100,001 - $250,000	None
Land - 1288 & 1304 76th St. Lubbock, TX 79423, Randall County, TX, US	Real Estate	Self	$100,001 - $250,000	Other Land - Farm and Investment $1 - $200
American Bank of Commerce Lubbock, TX, US	Bank & Cash	Self	$1,001 - $15,000	Interest $201 - $1,000
Luby's, Inc.(LUB) Lubbock, TX, US	Stocks	Self	$100,001 - $250,000	None
Land - BLK E2 Sec 19, AB 1745 752 TR A2 of S/2 of 19 & 20 Lubbock County, TX, US	Real Estate	Self	$100,001 - $250,000	None
Lots 2-8 Cooper 108th Street Lubbock, TX, US	Real Estate	Self	$1,001 - $15,000	None
14 Lots in Cooper Ridge	Real Estate	Self	$15,001 - $50,000	None
4 Lots in Cooper Creek	Real Estate	Self	$50,001 - $100,000	None
AmeriBank of Texas Accounts	Bank & Cash	Self	$1,001 - $15,000	Interest $1 - $200
Franklin Templeton Investments - Franklin Templeton Inner Circle Fund I LP Houston, Texas, US	Retirement & Pension	Self	$1,001 - $15,000	None
Limited Partnership Interest in Blackstone Holdings III LP Houston, TX, US	Retirement & Pension	Joint	$15,001 - $50,000	Other - Partnership Income $5,001 - $15,000
Oil and Gas Royalty Holdings	Other	Spouse	$1,001 - $15,000	Other - Oil & Gas Royalties $1,001 - $2,500
Goldman Sachs and Company Holdings - Cash on Deposit	Bank & Cash	Spouse	N/A	Interest $1 - $200
Goldman Sachs High Yield Municipal Fund	Mutual Funds	Spouse	N/A	Dividends/Interest $1,001 - $2,500
Goldman Sachs and Company Holdings - Cash on Deposit (Money Market Fund)	Bank & Cash	Spouse	$1 - $1,000	Interest $1 - $200
iShares MSCI EAFE Index Fund(EFA)	ETFs	Joint	$100,001 - $250,000	Dividends $2,501 - $5,000
2344 N Street SE Washington, DC 20020, US	Real Estate	Joint	$500,001 - $1,000,000	Rent $5,001 - $15,000
Retirement Account - Goldman Sachs Holdings	Retirement & Pension	Self	N/A	None
Goldman Sachs Institutional Large	Mutual Funds	Self	N/A	None
Cash on Deposit	Bank & Cash	Self	N/A	Interest $1,001 - $2,500
ABN AMRO HLDS NV(ABN.AS)	Stocks	Self	N/A	Dividends/Capital Gains $1,001 - $2,500
Adidas(ADDYY)	Stocks	Self	N/A	Dividends/Capital Gains $201 - $1,000
Aegon N V Amer Reg(AEG)	Stocks	Self	N/A	Capital Gains $1,001 - $2,500
Aeon Co Ltd(AONNY)	Stocks	Self	N/A	None
Aiful Corporation	Stocks	Self	N/A	None
Allianz SE (Formerly Allianz AG) Namengesellschaft ADR(ALIZY)	Stocks	Self	N/A	Dividends/Capital Gains $1,001 - $2,500
Amcor Ltd ADR(AMCR)	Stocks	Self	N/A	Dividends/Capital Gains $201 - $1,000
Anglo American PLC(NGLOY)	Stocks	Self	N/A	Capital Gains $1,001 - $2,500
Asahi Kasei Corp(AHKSY)	Stocks	Self	N/A	Dividends/Capital Gains $1,001 - $2,500
Banco Bilbao Vizcaya SA(BBVA)	Stocks	Self	N/A	Dividends/Capital Gains $1 - $200
Banco Santander Central Hispano SA(SAN)	Stocks	Self	N/A	Dividends/Capital Gains $201 - $1,000
Bank of Ireland	Stocks	Self	N/A	Dividends/Capital Gains $1,001 - $2,500
Barclays PLC	Stocks	Self	N/A	Dividends/Capital Gains $201 - $1,000
BHP Billiton Ltd	Stocks	Self	N/A	Dividends/Capital Gains $201 - $1,000
BNP Paribas	Stocks	Self	N/A	Dividends/Capital Gains $1,001 - $2,500
BOC Hong Kong	Stocks	Self	N/A	Capital Gains $201 - $1,000
BP PLC(BP)	Stocks	Self	N/A	Dividends/Capital Gains $201 - $1,000
Cadbury Schweppes PLC	Stocks	Self	N/A	Capital Gains $201 - $1,000
Canon Inc(CAJ)	Stocks	Self	N/A	Dividends/Capital Gains $1,001 - $2,500
Centrica PLC	Stocks	Self	N/A	Dividends/Capital Gains $1,001 - $2,500
Ciba Specialty Chemicals	Stocks	Self	N/A	Dividends/Capital Gains $201 - $1,000
CITIC Pacific Limited	Stocks	Self	N/A	Capital Gains $201 - $1,000
Coca Cola Femsa	Stocks	Self	N/A	Capital Gains $1,001 - $2,500
Coca-Cola Amatil Limited	Stocks	Self	N/A	Dividends/Capital Gains $201 - $1,000
Credit Suisse Group(CS)	Stocks	Self	N/A	Capital Gains $1 - $200
UBS Group Holdings(UBS)	Stocks	Self	N/A	Dividends/Capital Gains $1,001 - $2,500
Deutsche Bank(DB)	Stocks	Self	N/A	Capital Gains $1,001 - $2,500
Deutsche Telekom(DTEGY)	Stocks	Self	N/A	None
E.ON(EONGY)	Stocks	Self	N/A	Dividends/Capital Gains $1,001 - $2,500
Enel SPA(ENLAY)	Stocks	Self	N/A	Capital Gains $201 - $1,000
ENI S.p.A.(E)	Stocks	Self	N/A	Capital Gains $201 - $1,000
Ericsson (LM) Tel Co(ERIC)	Stocks	Self	N/A	Dividends/Capital Gains $1 - $200
Fortis (NL) N.V.	Stocks	Self	N/A	Capital Gains $1,001 - $2,500
France Telecom(ORAN)	Stocks	Self	N/A	Capital Gains $201 - $1,000
Friends Provident Intl Holdings Corporation	Stocks	Self	N/A	Dividends/Capital Gains $1 - $200
LTT Fund Electric Co.	Stocks	Self	N/A	None
GlaxoSmithKline PLC(GSK)	Stocks	Self	N/A	Dividends/Capital Gains $201 - $1,000
Hannover Rueckversicherungs Corp	Stocks	Self	N/A	Dividends/Capital Gains $201 - $1,000
HBOS	Stocks	Self	N/A	Dividends/Capital Gains $1,001 - $2,500
Henkel KGaA	Stocks	Self	N/A	None
Hino Motors Ltd.	Stocks	Self	N/A	None
HSBC Holdings PLC(HBC)	Stocks	Self	N/A	Dividends/Capital Gains $201 - $1,000
Hutchison Whampoa Ltd.	Stocks	Self	N/A	Dividends/Capital Gains $201 - $1,000
Infineon Technologies(IFNNY)	Stocks	Self	N/A	Capital Gains $1,001 - $2,500
Kao Corp(KCRPY)	Stocks	Self	N/A	Dividends/Capital Gains $1,001 - $2,500
Koninklijke Philips Electronics(PHG)	Stocks	Self	N/A	Dividends/Capital Gains $1,001 - $2,500
Korea Electric Power Corp(KEP)	Stocks	Self	N/A	Dividends/Capital Gains $201 - $1,000
KT Corporation(KT)	Stocks	Self	N/A	Dividends/Capital Gains $201 - $1,000
Lagardere Groupe	Stocks	Self	N/A	Capital Gains $201 - $1,000
Mediaset SpA	Stocks	Self	N/A	Capital Gains $1 - $200
Mitsubishi Corp(MSBHY)	Stocks	Self	N/A	Dividends/Capital Gains $201 - $1,000
Mitsubishi UFJ Financial Group(MUFG)	Stocks	Self	N/A	None
National Australia Bank Limited(NABZY)	Stocks	Self	N/A	Capital Gains $1,001 - $2,500
Nedbank Group Ltd(NDBKY)	Stocks	Self	N/A	Dividends/Capital Gains $201 - $1,000
Nestle SA(NSRGY)	Stocks	Self	N/A	Dividends/Capital Gains $1,001 - $2,500
Nissan Motor Co(NSANY)	Stocks	Self	N/A	None
Nokia Corp(NOK)	Stocks	Self	N/A	Dividends/Capital Gains $1,001 - $2,500
Nomura Holdings(NMR)	Stocks	Self	N/A	Dividends/Capital Gains $1 - $200
Novartis AG(NVS)	Stocks	Self	N/A	Dividends/Capital Gains $201 - $1,000
NTT Docomo Inc(DCMYY)	Stocks	Self	N/A	Dividends/Capital Gains $1 - $200
Orix Corporation(IX)	Stocks	Self	N/A	Capital Gains $201 - $1,000
Petroleo Brasileiro SA(PBR)	Stocks	Self	N/A	Dividends/Capital Gains $1,001 - $2,500
Peugeot S.A.	Stocks	Self	N/A	Capital Gains $201 - $1,000
Reed Elsevier PLC(RELX)	Stocks	Self	N/A	Dividends/Capital Gains $201 - $1,000
Rentokil Initial PLC(RTO)	Stocks	Self	N/A	Dividends $1,001 - $2,500
Repsol YPF S.A.(REPYY)	Stocks	Self	N/A	Dividends/Capital Gains $201 - $1,000
Rexam PLC	Stocks	Self	N/A	Capital Gains $1 - $200
Ricoh Co.(RICOY)	Stocks	Self	N/A	Dividends $1,001 - $2,500
Royal Dutch Shell PLC(RDS.A)	Stocks	Self	N/A	Dividends/Capital Gains $201 - $1,000
SABMiller PLC(SBMRY)	Stocks	Self	N/A	Dividends/Capital Gains $1,001 - $2,500
Sanofi Aventis(SNY)	Stocks	Self	N/A	Capital Gains $201 - $1,000
Sekisui Homes Ltd(SKHSY)	Stocks	Self	N/A	Dividends/Capital Gains $1,001 - $2,500
Shinsei Bank Ltd	Stocks	Self	N/A	None
Siemens AG(SIEGY)	Stocks	Self	N/A	Dividends/Capital Gains $2,501 - $5,000
SK Telecom Co.(SKM)	Stocks	Self	N/A	Dividends/Capital Gains $201 - $1,000
Sumitomo Mitsui Financial Group Inc.(SMFG)	Stocks	Self	N/A	Dividends/Capital Gains $201 - $1,000
Svenska Cellulosa AB	Stocks	Self	N/A	Dividends/Capital Gains $1,001 - $2,500
Swiss Re AG Sponsored ADR(SSREY)	Stocks	Self	N/A	Dividends/Capital Gains $1,001 - $2,500
Tabcorp Holdings Ltd	Stocks	Self	N/A	Dividends/Capital Gains $201 - $1,000
TDK Corporation(TDK)	Stocks	Self	N/A	Dividends/Capital Gains $201 - $1,000
Teijin Ltd	Stocks	Self	N/A	Dividends/Capital Gains $201 - $1,000
Telefonos de Mexico(TMX)	Stocks	Self	N/A	Dividends/Capital Gains $201 - $1,000
Tele Norte Leste Participacoes(TLP)	Stocks	Self	N/A	Dividends/Capital Gains $201 - $1,000
Telstra Corp(TLSYY)	Stocks	Self	N/A	Dividends/Capital Gains $201 - $1,000
Teva Pharmaceutical Industries Ltd(TEVA)	Stocks	Self	N/A	Dividends/Capital Gains $201 - $1,000
Thomson SA	Stocks	Self	N/A	None
Total SA(TOT)	Stocks	Self	N/A	Capital Gains $1,001 - $2,500
TOTO Ltd.(TOTDY)	Stocks	Self	N/A	Dividends/Capital Gains $201 - $1,000
Toyota Motor Corp(TM)	Stocks	Self	N/A	None
Trinity Corporation(TRN)	Stocks	Self	N/A	Dividends/Capital Gains $201 - $1,000
UBS AG CMN(UBS)	Stocks	Self	N/A	Dividends/Capital Gains $1,001 - $2,500
Unilever PLC(UL)	Stocks	Self	N/A	Capital Gains $2,501 - $5,000
United Microelectronics(UMC)	Stocks	Self	N/A	None
United Overseas Bank Ltd(UOVEY)	Stocks	Self	N/A	Dividends/Capital Gains $1,001 - $2,500
UPM-Kymmene Corp(UPMKY)	Stocks	Self	N/A	Dividends/Capital Gains $201 - $1,000
Valeo(VLEEY)	Stocks	Self	N/A	Capital Gains $201 - $1,000
Vodafone Group PLC(VOD)	Stocks	Self	N/A	None
VALE Retirement Account - Goldman Sachs Holdings	Retirement & Pension	Self	N/A	Dividends/Capital Gains $201 - $1,000
Goldman Sachs Bank Deposit	Bank & Cash	Self	$1,001 - $15,000	Interest $1 - $200
Goldman Sachs Structured Intl Equity Flex Fund - CL A	Mutual Funds	Self	$250,001 - $500,000	Dividends/Capital Gains $5,001 - $15,000

Liabilities (2)

Creditor	Type	Amount	Rate	Term
NOTE PAYABLE - WELLS FARGO BANK, NA	mortgage	$500,001 - $1,000,000	—	—
NOTE PAYABLE - CITIMORTGAGE, INC.	mortgage	$50,001 - $100,000	—	—

Trading Sector Allocation (from PTR trades)

Technology$72K

Energy$144K

Consumer Cyclical$40K

Industrials$56K

Financial Services$666K

Consumer Defensive$32K

Utilities$32K

Healthcare$72K

Communication Services$72K

Real Estate$8K

Basic Materials$128K

Randy Neugebauer trades Wealthiest members Most active traders TX delegation Articles

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).