RICK BERG
RICK BERG Net Worth & Financial Disclosure
houseAnnual financial disclosure for 2012, filed June 14, 2012. Includes 135 assets and 6 liabilities.
Est. Net Worth
$45.9M
2012 annual disclosure
Total Assets
$24.9M - $70.3M
135 assets
Total Liabilities
$1.1M - $2.2M
6 liabilities
Total Trades
67
From PTR filings
Trade Volume
$9.7M
Midpoint of disclosed ranges
Net Worth Over Time
Show data table
| Period | Est. net worth |
|---|---|
| 2011 | $3M |
| 2011 | $1.8M |
| 2012 | $45.9M |
Assets by Category
LLC / Partnership$40.4M (96)
Real Estate$3.3M (7)
Other$1.9M (12)
Bank & Cash$825K (9)
Retirement & Pension$716K (6)
Stocks$450K (2)
Insurance$73K (3)
Top Stock Holdings (from trades)
All Assets (135)
| Asset | Value |
|---|---|
Weckare Bldg. (30%) 2320 30 1/2 Ave. So., Fargo, ND, US | $100,001 - $250,000 |
Farmland-Benson County, ND Benson County, ND, US | $500,001 - $1,000,000 |
Farmland-Oliver County, ND Oliver County, ND, US | $500,001 - $1,000,000 |
Residential Land - Washburn, ND Washburn, ND, US | $15,001 - $50,000 |
INREIT Real Estate Investment Trust Minot, ND, US | $100,001 - $250,000 |
Independent Family Doctors, Ltd Fargo, ND, US | $15,001 - $50,000 |
Goldmark Schlossman VC Partners-Venture Capital-Fargo, ND Fargo, ND, US | $1,001 - $15,000 |
Intelligent InSites, LLC Software-Fargo, ND Fargo, ND, US | $15,001 - $50,000 |
Loan to Campaign | $50,001 - $100,000 |
Ntractive, LLC Software-Grand Forks, ND Grand Forks, ND, US | $15,001 - $50,000 |
Dakotah Cattle Growers LLC (Cow Share LLP)-Bismarck, ND Bismarck, ND, US | $100,001 - $250,000 |
College Save Section 529 Plan-Growth Portfolio | $50,001 - $100,000 |
Starion Financial accounts | $50,001 - $100,000 |
Loan to Kelly Zander-Fargo, ND Fargo, ND, US | $100,001 - $250,000 |
Ramsey National Bank account | $100,001 - $250,000 |
Loan to Amber Holding, LLC-Fargo, ND Fargo, ND, US | $250,001 - $500,000 |
Loans to Jesse Craig-Fargo, ND Fargo, ND, US | $500,001 - $1,000,000 |
Loans to Jay Braaten-Fargo, ND Fargo, ND, US | N/A |
Loans to Westwind Properties-Fargo, ND Fargo, ND, US | $100,001 - $250,000 |
Loans to David Gille-Moorhead, MN Moorhead, MN, US | $100,001 - $250,000 |
Choice Financial Bank account Fargo, ND, US | $1,001 - $15,000 |
Bremer Bank account Fargo, ND, US | $1 - $1,000 |
Dakota Real Estate Investment Trust Fargo, ND, US | $15,001 - $50,000 |
State Bank & Trust accounts Fargo, ND, US | $250,001 - $500,000 |
401(k) Plan account - SBT Income With Growth | $50,001 - $100,000 |
Cattle Oliver County, ND, US | $500,001 - $1,000,000 |
Ranch Equipment Oliver County, ND, US | $500,001 - $1,000,000 |
State Bankshares, Inc. Stock | $250,001 - $500,000 |
Irrevocable Life Insurance Trust - State Bank & Trust | $15,001 - $50,000 |
UBS SEP account - SB | $100,001 - $250,000 |
UBS SEP account - See Attached Statement | $250,001 - $500,000 |
INREIT Properties LLP Minot, ND, US | $1,000,001 - $5,000,000 |
SBT Investments account | N/A |
Marleus Apartments - Apt. Building Horace, ND, US | $50,001 - $100,000 |
Northern Plains Capital stock Bismarck, ND, US | $50,001 - $100,000 |
Summit Partners, LLP Fargo, ND, US | $15,001 - $50,000 |
Renaissance Ventures, LLC Fargo, ND, US | $1,001 - $15,000 |
Braaten Apartments, LLP West Fargo, ND, US | $100,001 - $250,000 |
SG Five, LLP Fargo, ND, US | $15,001 - $50,000 |
Jimberg Partners, LLP Fargo, ND, US | N/A |
Jimberg Partners, LLP Fargo, ND, US | $100,001 - $250,000 |
Jimberg Partners, LLP | $1,000,001 - $5,000,000 |
Westwind Properties, LLP West Fargo, ND, US | $250,001 - $500,000 |
Westwind Properties, LLP Fargo, ND, US | $250,001 - $500,000 |
Westwind Properties, LLP Fargo, ND, US | $100,001 - $250,000 |
Westwind Properties, LLP Fargo, ND, US | N/A |
Westwind Properties, LLP Fargo, ND, US | $100,001 - $250,000 |
Westwind Properties, LLP Fargo, ND, US | $50,001 - $100,000 |
Westwind Properties, LLP - Apt. Bldg. #7 Fargo, ND, US | $50,001 - $100,000 |
Westwind Properties II, LLP - Apt. Bldg. #1 Moorhead, MN, US | $100,001 - $250,000 |
Westwind Properties II, LLP - Apt. Bldg. #2 Moorhead, MN, US | $100,001 - $250,000 |
Westwind Properties II, LLP - Apt. Bldg. #3 Moorhead, MN, US | $100,001 - $250,000 |
Wheelberg Partners, LLP - Airplane Fargo, ND, US | $100,001 - $250,000 |
Fay Land Partners, LLP Fargo, ND, US | $500,001 - $1,000,000 |
Farm House Partners, LLP - Apt. Bldg. Fargo, ND, US | $250,001 - $500,000 |
High Point Partners, LLP - Apt. Bldg. Fargo, ND, US | $250,001 - $500,000 |
Red Gate Apartments, LLP - Apt. Bldg. #1 West Fargo, ND, US | $100,001 - $250,000 |
Red Gate Apartments, LLP - Apt. Bldg. #2 West Fargo, ND, US | $100,001 - $250,000 |
GF Corporation-Comm. Bldg. #1 Fargo, ND, US | $250,001 - $500,000 |
GF Corporation-Comm. Bldg. #2 Fargo, ND, US | $100,001 - $250,000 |
Goldmark Schlossman Commercial Real Estate Services, Inc. Fargo, ND, US | N/A |
TAG, LLC - Comm. Bldg. #1 Fargo, ND, US | $250,001 - $500,000 |
Tag, LLC - Comm. Bldg. #2 Fargo, ND, US | $500,001 - $1,000,000 |
ND Natural Beef, LLC - Beef Processor Fargo, ND, US | $1,001 - $15,000 |
Wells Fargo Bank Account Bismarck, ND, US | $100,001 - $250,000 |
Kenwood-Rosewood Apartments, LLC - Apt. Bldg. #1 Des Moines, IA, US | $250,001 - $500,000 |
Kenwood-Rosewood Apartments, LLC - Apt. Bldg. #2 Des Moines, IA, US | $250,001 - $500,000 |
B120 Partners, LLP - Comm. Bldg. West Fargo, ND, US | $500,001 - $1,000,000 |
Ag Foundation Building, LLP - Comm. Bldg. Bismarck, ND, US | $250,001 - $500,000 |
Case Plaza, LLC - Comm. Bldg. Fargo, ND, US | $1,000,001 - $5,000,000 |
Northwestern Mutual Life - Whole Life (Cash Value) | $1,001 - $15,000 |
Midland Insurance - Universal Life (Cash Value) | $15,001 - $50,000 |
Waddell & Reed - Section 529 Plan (InvestEd Balance Portfolio) | $1,001 - $15,000 |
Old Abe Capital, LLP / Old Abe Two Capital - Comm. Bldg. #1 Anthon, IA, US | $50,001 - $100,000 |
Old Abe Capital, LLP / Old Abe Two Capital Comm. Bldg. #2 Bismarck, ND, US | $100,001 - $250,000 |
Old Abe Capital, LLP / Old Abe Two Capital Comm. Bldg. #3 Blairsown, IA, US | $100,001 - $250,000 |
Old Abe Capital, LLP / Old Abe Two Capital Comm. Bldg. #4 Britton, SD, US | $15,001 - $50,000 |
Old Abe Capital, LLP / Old Abe Two Capital Comm. Bldg. #5 Casselton, ND, US | $100,001 - $250,000 |
Old Abe Capital, LLP / Old Abe Two Capital Comm. Bldg. #6 Des Moines, IA, US | $500,001 - $1,000,000 |
Old Abe Capital, LLP / Old Abe Two Capital Comm. Bldg. #7 Elbow Lake, MN, US | $100,001 - $250,000 |
Old Abe Capital, LLP / Old Abe Two Capital Comm. Bldg. #8 Fergus Falls, MN, US | $500,001 - $1,000,000 |
Old Abe Capital, LLP / Old Abe Two Capital Comm. Bldg. #9 Graceville, MN, US | $100,001 - $250,000 |
Old Abe Capital, LLP / Old Abe Two Capital Comm. Bldg. #10 Grand Forks, ND, US | $100,001 - $250,000 |
Old Abe Capital, LLP / Old Abe Two Capital Comm. Bldg. #11 Grundy Center, IA, US | $500,001 - $1,000,000 |
Old Abe Capital, LLP/Old Abe Two Capital Comm. Bldg. #12 Highmore, SD, US | $100,001 - $250,000 |
Old Abe Capital, LLP/Old Abe Two Capital Comm. Bldg. #13 Huron, SD, US | $100,001 - $250,000 |
Old Abe Capital, LLP/Old Abe Two Capital Comm. Bldg. #14 Kulm, ND, US | $100,001 - $250,000 |
Old Abe Capital, LLP/Old Abe Two Capital Comm. Bldg. #15 Lamoure, ND, US | $100,001 - $250,000 |
Old Abe Capital, LLP/Old Abe Two Capital Comm. Bldg. #16 Lidgerwood, ND, US | $100,001 - $250,000 |
Old Abe Capital, LLP/Old Abe Two Capital Comm. Bldg. #17 Lincoln, NE, US | $100,001 - $250,000 |
Old Abe Capital, LLP/Old Abe Two Capital Comm. Bldg. #18 Lisbon, ND, US | $250,001 - $500,000 |
Old Abe Capital, LLP/Old Abe Two Capital Comm. Bldg. #19 Mandan, ND, US | $250,001 - $500,000 |
Old Abe Capital, LLP/Old Abe Two Capital Comm. Bldg. #20 Marshall, MN, US | $100,001 - $250,000 |
Old Abe Capital, LLP/Old Abe Two Capital Comm. Bldg. #21 Miller, SD, US | $100,001 - $250,000 |
Old Abe Capital, LLP/Old Abe Two Capital Comm. Bldg. #22 Moorhead, MN, US | $500,001 - $1,000,000 |
Old Abe Capital, LLP/Old Abe Two Capital Comm. Bldg. #23 Pipestone, MN, US | $50,001 - $100,000 |
Old Abe Capital, LLP/Old Abe Two Capital Comm. Bldg. #24 Richland, SD, US | $100,001 - $250,000 |
Old Abe Capital, LLP/Old Abe Two Capital Comm. Bldg. #25 Roseau, MN, US | $250,001 - $500,000 |
Old Abe Capital, LLP/Old Abe Two Capital Comm. Bldg. #26 Sioux City, IA, US | $50,001 - $100,000 |
Old Abe Capital, LLP/Old Abe Two Capital Comm. Bldg. #27 Sioux Falls, SD, US | $100,001 - $250,000 |
Old Abe Capital, LLP/Old Abe Two Capital Comm. Bldg. #28 Wahpeton, ND, US | $250,001 - $500,000 |
Old Abe Capital, LLP/Old Abe Two Capital Comm. Bldg. #29 Waverly, IA, US | $100,001 - $250,000 |
Old Abe Capital, LLP/Old Abe Two Capital Comm. Bldg. #30 Winger, MN, US | $100,001 - $250,000 |
Old Abe Capital, LLP/Old Abe Two Capital Comm. Bldg. #31 Wishek, ND, US | $100,001 - $250,000 |
Old Abe Capital, LLP/Old Abe Two Capital Comm. Bldg. #32 Crookston, MN, US | $250,001 - $500,000 |
Old Abe Capital, LLP/Old Abe Two Capital Comm. Bldg. #33 Pella, IA, US | $250,001 - $500,000 |
Old Abe Capital, LLP/Old Abe Two Capital Comm. Bldg. #34 Centerpoint, IA, US | $250,001 - $500,000 |
Old Abe Capital, LLP/Old Abe Two Capital Comm. Bldg. #35 Oskaloosa, IA, US | $50,001 - $100,000 |
Old Abe Capital, LLP/Old Abe Two Capital Comm. Bldg. #36 Iowa Falls, IA, US | $100,001 - $250,000 |
Old Abe Capital, LLP/Old Abe Two Capital Comm. Bldg. #37 West Fargo, ND, US | $1,000,001 - $5,000,000 |
Old Abe Capital, LLP/Old Abe Two Capital Comm. Bldg. #38 Aberdeen, SD, US | $500,001 - $1,000,000 |
Old Abe Capital, LLP / Old Abe Two Capital Comm. Bldg. #39 Aberdeen, SD, US | $250,001 - $500,000 |
Old Abe Capital, LLP / Old Abe Two Capital Comm. Bldg. #40 Dickinson, ND, US | $250,001 - $500,000 |
Old Abe Capital, LLP / Old Abe Two Capital Comm. Bldg. #41 Duluth, MN, US | $100,001 - $250,000 |
Old Abe Capital, LLP / Old Abe Two Capital Comm. Bldg. #42 Highmore, SD, US | $250,001 - $500,000 |
Old Abe Capital, LLP / Old Abe Two Capital Comm. Bldg. #43 Shakopee, MN, US | $500,001 - $1,000,000 |
Old Abe Capital, LLP / Old Abe Two Capital Comm. Bldg. #44 Williston, ND, US | $100,001 - $250,000 |
Skyview Partners, LLP Apt. Bldgs. #1 & #2 Fargo, ND, US | $250,001 - $500,000 |
Skyview Partners, LLP Apt. Bldgs. #3 & #4 Fargo, ND, US | $500,001 - $1,000,000 |
Skyview Partners, LLP Apt. Bldgs. #5 & #6 Fargo, ND, US | $100,001 - $250,000 |
Amber Holdings, LLC Comm. Bldg. #1 Fargo, ND, US | $1,000,001 - $5,000,000 |
Amber Holdings, LLP Fargo, ND, US | $100,001 - $250,000 |
RJ O'Brien account | N/A |
JJR Properties, LLP Apt. Bldg., Fargo, ND, US | $1,000,001 - $5,000,000 |
714 Partners, LLP Airplane, Fargo, ND, US | $50,001 - $100,000 |
TFRE, LLC Real Estate, Grand Forks, ND, US | $15,001 - $50,000 |
Toasted Frog West, LLC Restaurant, Grand Forks, ND, US | $1,001 - $15,000 |
Big Bend Development, LLP Twin Homes, Washburn, ND, US | $50,001 - $100,000 |
Bauer Private Equity Fund III | $1,001 - $15,000 |
Bauer Private Equity Fund IV | $1,001 - $15,000 |
Loan to Camping Adventures, LLP Fargo, ND, US | $15,001 - $50,000 |
Loan to Lori Ibach Fargo, ND, US | $50,001 - $100,000 |
Loan to Ag Foundation Building, LLP Bismarck, ND, US | $15,001 - $50,000 |
Choice Financial Bank account Fargo, ND, US | $1,001 - $15,000 |
Congressional Credit Union account Washington, DC, US | $1,001 - $15,000 |
Liabilities (6)
| Creditor | Type | Amount |
|---|---|---|
| Wells Fargo Equipment Finance | other | $15,001 - $50,000 |
| Starion Financial | line of credit | $250,001 - $500,000 |
| Wells Fargo Bank | line of credit | $15,001 - $50,000 |
| Ramsey National Bank | business loan | $500,001 - $1,000,000 |
| State Bank & Trust | business loan | $250,001 - $500,000 |
| Bremer Bank | business loan | $50,001 - $100,000 |
Trading Sector Allocation (from PTR trades)
Financial ServicesN/A
IndustrialsN/A
TechnologyN/A
Communication ServicesN/A
HealthcareN/A
EnergyN/A
Consumer DefensiveN/A
InsuranceN/A
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).