Roger Williams Net Worth & Financial Disclosure

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Annual financial disclosure for 2013, filed May 15, 2013. Includes 41 assets and 5 liabilities.

Year:

2013

Est. Net Worth

$15.8M

2013 annual disclosure

Total Assets

$7.7M - $34M

41 assets

Total Liabilities

$2.4M - $7.8M

5 liabilities

Total Trades

From PTR filings

Trade Volume

$281K

Midpoint of disclosed ranges

Net Worth Over Time

Show data table

Period	Est. net worth
2013	$17.1M
2013	$15.8M

Assets by Category

LLC / Partnership$15.4M (8)

Real Estate$3.6M (5)

Other$971K (5)

Bank & Cash$449K (6)

Stocks$298K (10)

Insurance$175K (1)

Mutual Funds$32K (5)

Gov. Securities$0 (1)

Top Stock Holdings (from trades)

Chevron CorporationCVX

$41K

Xponential, Inc.XPOI

$33K

The Walt Disney CompanyDIS

$24K

Pfizer Inc.PFE

$24K

NVIDIA CorporationNVDA

$16K

Chesapeake Energy Corp (Stock)CHK

$8K

RTX CorporationRTX

$8K

Berkshire Hathaway Inc.BRK.A

$8K

The Procter & Gamble CompanyPG

$8K

All Assets (41)

Asset	Type	Owner	Value	Income
Invesco Growth & Income Fund C L A	Mutual Funds	Spouse	$1,001 - $15,000	Dividends $1,001 - $2,500
Texas Bank Accounts - Legacy Texas, US	Bank & Cash	Spouse	$100,001 - $250,000	Interest $1 - $200
Foster Associates, Rental Real Estate New York, New York, US	Real Estate	Self	N/A	Other: Partnership Income $100,001 - $1,000,000
Insurance Trust, Fort Worth, Life Insurance Policy (cash surrender value) Fort Worth, TX, US	Insurance	Self	$100,001 - $250,000	None
Ranch - Holliday and (reported in Roger Williams (Chrysler)), Weatherford, TX Weatherford, TX, US	Real Estate	Self	$100,001 - $250,000	None
Pedernales Electric Cooperative (Capital Credit)	Other	Spouse	$1,001 - $15,000	None
Xponential Inc(XPOF)	Stocks	Spouse	$1,001 - $15,000	None
Southwest Airlines Co(LUV)	Stocks	Spouse	N/A	Capital Gains $201 - $1,000
Search Company Investments Greenwich, Connecticut, US	LLC / Partnership	Spouse	N/A	None
Waco Texas Independent School District Bond Waco, TX, US	Gov. Securities	Spouse	N/A	Interest, Capital Gains $201 - $1,000
JKW Corporation and Affiliates	LLC / Partnership	Spouse	$5,000,001 - $25,000,000	None
Davis New York Venture Fund CL A	Mutual Funds	Spouse	$1,001 - $15,000	Dividends $1 - $200
Invesco International Growth Fund CL A	Mutual Funds	Spouse	$1,001 - $15,000	Dividends $1 - $200
American Funds AMCAP Fund Class R6	Mutual Funds	Spouse	$1,001 - $15,000	Dividends $1 - $200
Invesco Global Small & Mid Cap Growth Fund CL A	Mutual Funds	Spouse	N/A	None
Walt Disney Co(DIS)	Stocks	Spouse	$1,001 - $15,000	Dividends $1 - $200
General Electric Co(GE)	Stocks	Spouse	$1,001 - $15,000	Dividends $1 - $200
Chesapeake Energy Corp(CHK)	Stocks	Spouse	N/A	Capital Gains, Dividends $201 - $1,000
Frost Bank Accounts - Edward Jones (Cash)	Bank & Cash	Spouse	$1,001 - $15,000	None
First Financial Bankshares, Inc.(FFIN)	Stocks	Self	$100,001 - $250,000	Capital Gains $1,001 - $2,500
Residence Fort Worth, TX, US	Real Estate	Self	$250,001 - $500,000	Rent
Coach Inc.(COH)	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Jack Williams Chevrolet, Inc.	Stocks	Self	$1,001 - $15,000	Dividends $1 - $200
Target Corp(TGT)	Stocks	Spouse	$1,001 - $15,000	Dividends $1 - $200
Personal Accounts - Legacy Texas Bank	Bank & Cash	Spouse	$50,001 - $100,000	Interest $1 - $200
Personal Account - Chase Bank	Bank & Cash	Self	$1,001 - $15,000	None
Chesapeake Operating, Inc.	Other	Self	N/A	Other - Lease Bonus $1,001 - $2,500
Note Receivable - Congressional Campaigns	Other	Self	$25,001 - $50,000	None
Note Receivable - Vestry Organization Weatherford, TX, US	Other	Self	$100,001 - $250,000	Interest $50,001 - $100,000
Oil & Gas Houston, TX, US	LLC / Partnership	Self	$250,001 - $500,000	Other - Partnership Income $50,001 - $100,000
First Texas BHC, Inc. Fort Worth, TX, US	Stocks	Joint	$50,001 - $100,000	None
Personal Accounts - Legacy Texas Bank	Bank & Cash	Spouse	$1,001 - $15,000	None
Personal Accounts - Austin Texas (held in Jack Williams Chevrolet, Inc.) Austin, TX, US	Bank & Cash	Self	$100,001 - $250,000	None
Pan-Photo Ranch (held in Vestly Corporation) Graford, Texas, US	Real Estate	Self	$1,000,001 - $5,000,000	None
Property Held for Investment Corporation	LLC / Partnership	Self	N/A	None
JRW L.L.C. Motor Vehicle Mfg. Weatherford, Texas, US	LLC / Partnership	Self	N/A	None
Renzi Boulevard Car Wash Weatherford, Texas, US	Real Estate	Self	N/A	Interest $1 - $200
Roger Williams Chrysler Jeep Dodge Ram Auto Dealership Weatherford, Texas, US	LLC / Partnership	Self	N/A	Rent, Interest, Capital Gains, Auto Dealership $100,001 - $1,000,000
Jack Williams Chevrolet, Inc. Fort Worth, Texas, US	LLC / Partnership	Self	N/A	Rent, Royalties, Interest, Capital Gains $5,000,001+
Vestly Corporation Weatherford, Texas, US	LLC / Partnership	Self	N/A	Dividends, Interest, Capital Gains, Warranties $100,001 - $1,000,000
Note Receivable - Roger Williams Chrysler Dodge Jeep Weatherford, Texas, US	Other	Self	$500,001 - $1,000,000	Interest $5,001 - $15,000

Liabilities (5)

Creditor	Type	Amount	Rate	Term
Roger Williams (RWCDJ), Weatherford, TX	other	$500,001 - $1,000,000	—	—
Roger Williams (Westwy), Weatherford, TX	other	$100,001 - $250,000	—	—
Legacy Texas Bank	line of credit	$1,000,001 - $5,000,000	—	—
Legacy Texas Bank	line of credit	$500,001 - $1,000,000	—	—
Legacy Texas Bank	mortgage	$250,001 - $500,000	—	—

Trading Sector Allocation (from PTR trades)

Energy$65K

Communication Services$32K

Consumer Defensive$8K

Healthcare$40K

Technology$8K

Financial Services$16K

Industrials$16K

Consumer Cyclical$8K

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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).