Randy Neugebauer Net Worth & Financial Disclosure

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Annual financial disclosure for 2009, filed May 7, 2009. Includes 112 assets and 2 liabilities.

Year:

2013 2012 2011 2010 2009 2008

Est. Net Worth

$13.1M

2009 annual disclosure

Total Assets

$7.5M - $20.2M

112 assets

Total Liabilities

$515K - $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

Real Estate$4.7M (17)

Gov. Securities$3.3M (32)

LLC / Partnership$2.2M (16)

Bank & Cash$1.4M (17)

Other$1.3M (7)

Mutual Funds$607K (14)

Retirement & Pension$208K (4)

Stocks$175K (5)

Top Stock Holdings (from trades)

All Assets (112)

Asset	Type	Owner	Value	Income
Compass Bank (formerly State National Bank) Accounts Lubbock, Texas, US	Bank & Cash	Joint	$250,001 - $500,000	Interest $201 - $1,000
Congressional Federal Credit Union Washington, DC, US	Bank & Cash	Joint	$15,001 - $50,000	Interest $1,001 - $2,500
5725 86th Street Lubbock, Texas, US	Real Estate	Spouse	N/A	None
ING PIMCO Total Return Portfolio	Mutual Funds	Self	N/A	Dividends $1 - $200
ING International Value Portfolio	Mutual Funds	Self	N/A	None
Colorado Bond Shares Portfolio	Mutual Funds	Self	N/A	None
ING Intermediate Bond Fund - A	Mutual Funds	Self	$1,001 - $15,000	None
ING Van Kampen Growth and Income	Mutual Funds	Self	$1,001 - $15,000	None
ING Pioneer Mid Cap Value Port Svc	Mutual Funds	Self	$1,001 - $15,000	None
11th Street Office Bldg Lubbock, Texas, US	Real Estate	Self	$50,001 - $100,000	Rent $5,001 - $15,000
Partnership Interest in South Plains Holdings, LLC Houston, Texas, US	LLC / Partnership	Self	$250,001 - $500,000	Ordinary Income/Interest/Rent/Dividends/Capital Gains/Royalties $50,001 - $100,000
Lubbock Entertainment Land Company Eight, Ltd. Lubbock, TX, US	LLC / Partnership	Self	$15,001 - $50,000	Ordinary Income/Interest $15,001 - $50,000
Old Town Properties Lubbock, TX, US	LLC / Partnership	Joint	N/A	None
5807 7th Street Lubbock, TX, US	Real Estate	Self	$100,001 - $250,000	Rent $5,001 - $15,000
5731 90th Street Lubbock, TX, US	Real Estate	Self	$100,001 - $250,000	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
Compass Bank National Bank Account Lubbock, TX, US	Bank & Cash	Self	N/A	None
HSC Plainview, Texas Accounts Plainview, TX, US	Bank & Cash	Self	$50,001 - $100,000	Interest $1,001 - $2,500
Trust Lubbock, Texas Accounts Lubbock, TX, US	Bank & Cash	Self	$1,001 - $15,000	None
Kingdom Enterprises Investment Partnership Holdings - Bank of Commerce (formerly State National Bank, Lubbock, Texas accounts) Lubbock, Texas, US	LLC / Partnership	Joint	$100,001 - $250,000	Interest $2,501 - $5,000
U.S. Treasury Bills	Gov. Securities	Joint	N/A	Interest $5,001 - $15,000
City Bank Texas Trust Accounts Lubbock, Texas, US	Bank & Cash	Joint	$100,001 - $250,000	Interest $1,001 - $2,500
City Bank Texas Lubbock, Texas, US	Bank & Cash	Joint	$100,001 - $250,000	Interest $201 - $1,000
Hereford State Bank Accounts Hereford, Texas, US	Bank & Cash	Joint	N/A	Interest $201 - $1,000
Waterhouse - MMF (Muni Portfolio)	Mutual Funds	Joint	N/A	None
Goldman Sachs Instl Liquid Money Market Fund	Mutual Funds	Joint	$15,001 - $50,000	Interest $201 - $1,000
Texas Public Finance Authority Bond	Gov. Securities	Self	$100,001 - $250,000	Interest $5,001 - $15,000
State of Texas GO Bond	Gov. Securities	Self	$100,001 - $250,000	Interest $5,001 - $15,000
Chicago Ill Met Wtr Reclamation Bond	Gov. Securities	Self	$250,001 - $500,000	Interest $5,001 - $15,000
Winnebago Cnty IL GO Bond	Gov. Securities	Self	$100,001 - $250,000	Interest $5,001 - $15,000
Vancouver Wash Sch Dist Bond	Gov. Securities	Self	$250,001 - $500,000	Interest $5,001 - $15,000
North East Texas Ind Sch Dist Bond	Gov. Securities	Self	$500,001 - $1,000,000	Interest $5,001 - $15,000
North East Wash Sch Bond	Gov. Securities	Self	$250,001 - $500,000	Interest $5,001 - $15,000
Orange Beach Ala Rev Bond	Gov. Securities	Self	$100,001 - $250,000	Interest $5,001 - $15,000
Clark Cnty Nevada School Dist	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 $2,501 - $5,000
Chicago Illinois Brd of Edu GO Bond	Gov. Securities	Self	$100,001 - $250,000	Interest $5,001 - $15,000
Metro Ohio Waterworks Rev Bond	Gov. Securities	Self	$100,001 - $250,000	Interest $2,501 - $5,000
City of Richmond VA GO Bond	Gov. Securities	Self	$50,001 - $100,000	Interest $201 - $1,000
Textron Inc. Common Stock(TXT)	Stocks	Self	$100,001 - $250,000	None
Goldman Sachs Bank Deposit	Bank & Cash	Self	$100,001 - $250,000	Interest $2,501 - $5,000
Goldman Sachs High Yield Municipal Fund	Mutual Funds	Self	$250,001 - $500,000	Interest/Dividends $5,001 - $15,000
Limited Partner in Riverstone Energy Fund Managers (Managed Portfolio)	Retirement & Pension	Self	N/A	None
Limited Liability Company Investment in GSC Partners CDO Fund	LLC / Partnership	Self	$500,001 - $1,000,000	Ordinary Income; Interest/Dividends/Capital Gains $15,001 - $50,000
Citigroup Inc. Common Stock(C)	Stocks	Self	N/A	Dividends $201 - $1,000
Flex Fund Class A – Structured U.S. Equity Fund; Goldman Sachs Structured International Equity Flex Fund Class A	Mutual Funds	Self	N/A	None
Goldman Sachs Group, Inc. Bond due 08/28/2023	Other	Self	$250,001 - $500,000	None
Goldman Sachs Group, Inc. Linked to S&P 500	Other	Self	$50,001 - $100,000	None
Goldman Sachs Group, Inc. Linked to S&P 500	Other	Self	$50,001 - $100,000	None
Limited Partner membership interest in Red Rock Private Equity, Ltd. Houston, TX, US	LLC / Partnership	Self	$100,001 - $250,000	Other: Partnership Income $15,001 - $50,000
Limited Partner membership interest in Freestone Chemical Partners, L.P. Houston, TX, US	LLC / Partnership	Self	N/A	Other $1,001+
Investment in partner membership interest (Houston, Texas) Houston, TX, US	LLC / Partnership	Self	N/A	Other
269 TR 3 BLK 28 SEC 25 AB 1102 H&TC RR CO 18.13 acres Hockley County, TX, US	Real Estate	Self	$100,001 - $250,000	Other: Farm $201 - $1,000
JP Morgan - Cash	Bank & Cash	Self	N/A	None
Lubbock Land Company LLC Lubbock, Texas, US	LLC / Partnership	Self	$100,001 - $1,000,000	None
Lots 624-659 Regal Park Subdivision (Bryant Property) Lubbock, Texas, US	Real Estate	Spouse	$100,001 - $250,000	Ordinary Income
Lots 660-623 Regal Park South side of 98th Street just west of Homestead and 10th Ave., Lubbock, Texas, US	Real Estate	Spouse	$1,001 - $15,000	Ordinary Income
Lots 673-681 Regal Park South side of 87th Street just west of Homestead and Joliet, Lubbock, Texas, US	Real Estate	Spouse	N/A	Ordinary Income
American Bank of Commerce Accounts Lubbock, Texas, US	Bank & Cash	Self	$50,001 - $100,000	Interest $5,001 - $15,000
Investment in Lubbock Land Holdings, LLC Lubbock, TX, US	LLC / Partnership	Self	N/A	None
Land - 92.738 acres (750 TR A SA NW/3) Lubbock County, TX, US	Real Estate	Self	$50,001 - $100,000	Other - Farm Land Investment $1 - $200
BLK E2, AK SEC 23 AB 269 TR 1 Lubbock County, TX, US	Real Estate	Self	$1,001 - $15,000	None
American Bank of Texas Account Lubbock, TX, US	Bank & Cash	Self	$1 - $1,000	Interest $1 - $200
Investment in Park Cities Investments, L.P. Lubbock, TX, US	LLC / Partnership	Self	N/A	None
286.864 Acres, Sec. 37 Blk S, Lot 4 Lubbock County, TX, US	Real Estate	Self	$250,001 - $500,000	Other - Farm Land Investment $1 - $200
American Bank of Texas Account Lubbock, TX, US	Bank & Cash	Self	$1,001 - $15,000	Interest $1 - $200
Investment in Lubbock Land Holdings, L.P. Lubbock, TX, US	LLC / Partnership	Self	$100,001 - $250,000	Other $1 - $200
Land - Blk E2 Sec 19 AB 1583 752 TR A2 of S/2 of 19 & 20 Hockley County, TX, US	Real Estate	Self	$100,001 - $250,000	None
10 lots in Cooper Stone, North Side of 114th Street, between #74 and #95 on 114th Street Lubbock, TX, US	Real Estate	Self	$15,001 - $50,000	Ordinary Income
28 lots in Cooper Stone between #67 and #35 on 114th Street and 114th Street Lubbock, TX, US	Real Estate	Self	$50,001 - $100,000	Ordinary Income
American Bank of Commerce Lubbock, Texas, US	Bank & Cash	Self	$1,001 - $15,000	Interest $1 - $200
Freestone SawMill Partners LP Houston, Texas, US	LLC / Partnership	Joint	$1,001 - $15,000	Partnership Income $1 - $200
Texas Limited Partners Texas, US	LLC / Partnership	Joint	N/A	None
Oil and Gas Royalty Interests	Other	Spouse	$1,001 - $15,000	Other Oil & Gas Royalties $1,001 - $2,500
Retirement Account - Goldman Sachs and Company	Retirement & Pension	Spouse	N/A	None
Cash on Deposit	Bank & Cash	Self	$50,001 - $100,000	Interest $201 - $1,000
iShares MSCI EAFE Index Mutual Fund	Mutual Funds	Self	N/A	Dividends $2,501 - $5,000
224 9th Street SE Washington, DC, US	Real Estate	Self	$1,000,001 - $5,000,000	Rent $15,001 - $50,000
Retirement Account - Goldman Sachs: Goldman Sachs Bank Deposit	Retirement & Pension	Self	$100,001 - $250,000	Interest $201 - $1,000
Retirement Account - Goldman Sachs: Structured Notes - CLF Flex Fund - A	Other	Self	N/A	None
Goldman Sachs Account - Goldman Sachs: Cash on Deposit	Bank & Cash	Self	$100,001 - $250,000	Interest $1 - $200
Empowerment Enterprises, LLC	LLC / Partnership	Self	N/A	None
First Bank & Trust Co Accounts (6 accts, 1 CDs)	Bank & Cash	Self	$1,001 - $15,000	None
Watercraft	Other	Self	$500,001 - $1,000,000	Rent $1,001 - $2,500
Investment in Panhandle Land Corporation, S Corp (formerly Texas American Developers)	LLC / Partnership	Self	$1 - $1,000	None
Federated Securities #15	Mutual Funds	Self	$100,001 - $250,000	Dividends/Capital Gains $201 - $1,000
Farm Land - Crosby County, Texas, Sec 7 SW 8 BLK 11 #4739 Crosby County, Texas, US	Real Estate	Self	$15,001 - $50,000	Other AG Program Payments-Crop Dividends $201 - $1,000
Oil and Gas Royalty Holdings - Various	Other	Self	$1 - $1,000	Oil and Gas Royalties $201 - $1,000
Rayne, TX GO Bond Rayne, Texas, US	Gov. Securities	Self	N/A	None
Forney, TX ISD - PSF Bond Forney, Texas, US	Gov. Securities	Self	N/A	None
Bedford, TX - G.O. Bond Bedford, Texas, US	Gov. Securities	Self	N/A	None
Canton, TX ISD PSF Bond	Gov. Securities	Self	N/A	None
Celina, TX ISD PSF Bond	Gov. Securities	Self	N/A	Interest $1 - $200
Dallas, Texas ISD GO Bond	Gov. Securities	Self	N/A	Interest/Capital Gains $201 - $1,000
Dickinson, TX ISD PSF Bond	Gov. Securities	Self	N/A	None
Floresville, TX ISD PSF Bond	Gov. Securities	Self	N/A	Interest/Capital Gains $201 - $1,000
Granbury, TX GO Bond	Gov. Securities	Self	N/A	None
Hays County, Texas G.O. Bond	Gov. Securities	Self	N/A	Interest $1 - $200
Irving, Texas - G.O. Bond	Gov. Securities	Self	N/A	None
Keller, TX GO Bond	Gov. Securities	Self	N/A	Interest/Capital Gains $1 - $200
League City, TX GO Bond	Gov. Securities	Self	N/A	None
Rockwall, TX WTR WKS Bond	Gov. Securities	Self	N/A	Interest/Capital Gains $201 - $1,000
San Jacinto TX Community College Bond	Gov. Securities	Self	N/A	None
General Electric Company Stock(GE)	Stocks	Self	N/A	None
AT&T Inc Stock(T)	Stocks	Self	N/A	Dividends/Capital Gains $15,001 - $50,000
Exxon Mobil Corp Stock(XOM)	Stocks	Self	N/A	Capital Gains $2,501 - $5,000
The Kathleen T. IRA	Retirement & Pension	Self	$15,001 - $50,000	Dividends $1 - $200
Federal Home Loan Bank Government Security	Gov. Securities	Self	N/A	Interest/Capital Gains $201 - $1,000
Federal Home Loan Bank Government Security	Gov. Securities	Self	N/A	Interest/Capital Gains $1 - $200
TX Tarrant Co., TX GO Bond Tarrant County, TX, US	Gov. Securities	Self	N/A	None
Dodge & Cox Balanced Fund Stock	Mutual Funds	Self	N/A	None
Vanguard Capital Opportunity Fund Stock	Mutual Funds	Self	N/A	None

Liabilities (2)

Creditor	Type	Amount	Rate	Term
Note Payable - Wells Fargo Bank, NA	mortgage	$500,001 - $1,000,000	—	—
AAdvantage Citi MasterCard	credit card	$15,001 - $50,000	—	—

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

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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).