Roger Williams Net Worth & Financial Disclosure

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Annual financial disclosure for 2013, filed February 11, 2014. Includes 41 assets and 5 liabilities.

Year:

2013

Est. Net Worth

$17.1M

2013 annual disclosure

Total Assets

$8.6M - $35.6M

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$16.3M (10)

Real Estate$3.6M (4)

Other$1.3M (4)

Bank & Cash$607K (6)

Insurance$175K (1)

Stocks$115K (10)

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
Personal Account - Chase Bank	Bank & Cash	Self	$1,001 - $15,000	None
Personal Accounts - Legacy Texas Bank (spouse)	Bank & Cash	Spouse	$1,001 - $15,000	None
Personal Accounts - Legacy Texas Bank	Bank & Cash	Spouse	$15,001 - $50,000	Interest $1 - $200
Personal Accounts - Legacy Texas Bank	Bank & Cash	Self	$100,001 - $250,000	Interest $1 - $200
Texas Bank	Bank & Cash	Self	$250,001 - $500,000	None
Personal Accounts - Edward Jones (Cash)	Bank & Cash	Self	$1,001 - $15,000	None
Chesapeake Energy Corp(CHK)	Stocks	Spouse	N/A	Dividends, Capital Gains $201 - $1,000
General Electric Co(GE)	Stocks	Spouse	$1,001 - $15,000	Dividends $1 - $200
Walt Disney Co(DIS)	Stocks	Spouse	$1,001 - $15,000	Dividends $1 - $200
Coach Inc(COH)	Stocks	Spouse	$1,001 - $15,000	Dividends $1 - $200
Target Corp(TGT)	Stocks	Spouse	$1,001 - $15,000	Dividends $1 - $200
Invesco Global Small & Mid Cap Growth Fund	Mutual Funds	Spouse	N/A	None
Invesco Diversified Div Fd A	Mutual Funds	Spouse	$1,001 - $15,000	Dividends $1 - $200
American Funds AMCAP Growth Fund CL A	Mutual Funds	Spouse	$1,001 - $15,000	Dividends $1 - $200
Davis New York Venture Fund CL A	Mutual Funds	Spouse	$1,001 - $15,000	Dividends $1 - $200
Invesco Growth & Income Fund CL A	Mutual Funds	Spouse	$1,001 - $15,000	Dividends $1,001 - $2,500
CLA (Mutual Fund) Washington High School District Bond	Gov. Securities	Spouse	N/A	Interest, Capital Gains $201 - $1,000
First Financial Bankshares, Inc(FFIN)	Stocks	Spouse	N/A	Capital Gains $1,001 - $2,500
Southwest Airlines Co(LUV)	Stocks	Spouse	N/A	Capital Gains $201 - $1,000
Xponential Inc(XPOF)	Stocks	Spouse	$1,001 - $15,000	None
Perdenales Electric Cooperative (Coastal Credit)	Other	Spouse	$15,001 - $50,000	None
Rental Property (held and managed by Weichert, Realtors (Crye-Leike)) Weatherford, TX, US	Real Estate	Spouse	$100,001 - $250,000	None
Williams Irrevocable Life Insurance Trust Fort Worth, Texas, US	Insurance	Self	$100,001 - $250,000	None
Quintana Energy Partners Houston, Texas, US	LLC / Partnership	Self	$250,001 - $500,000	Other Partnership Income $100,001 - $1,000,000
Seacor Company Investments Greenwich, Connecticut, US	LLC / Partnership	Self	N/A	None
JRW V LLC Fort Worth, Texas, US	LLC / Partnership	Self	$5,000,001 - $25,000,000	None
Vasty Corporation Weatherford, Texas, US	LLC / Partnership	Self	N/A	Dividends, Interest, Capital Gains, Warranties $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+
SouthWest Ford, Inc., Plymouth Dodge Weatherford, Texas, US	LLC / Partnership	Self	N/A	Capital Gains, Auto Dealership $100,001 - $1,000,000
Pioneer Motor Cars, Inc. Fort Worth, Texas, US	LLC / Partnership	Self	N/A	Interest $1 - $200
JRW II, LLC Fort Worth, Texas, US	LLC / Partnership	Self	N/A	None
Dealer Property Held for Investment Fort Worth, Texas, US	Real Estate	Self	N/A	None
Palo Pinto Ranch Graford, Texas, US	Real Estate	Self	$1,000,001 - $5,000,000	None
Westy Corporation	LLC / Partnership	Self	$500,001 - $1,000,000	None
Parkway Place Austin, Texas, US	Real Estate	Self	$250,001 - $500,000	None
Chevold, Inc.	LLC / Partnership	Self	$100,001 - $250,000	Rent (reported in Jack Williams Chevold)
First Texas BHC, Inc. Fort Worth, Texas, US	Stocks	Self	$50,001 - $100,000	None
Note Receivable - Roga Investments (Burger Stop) Weatherford, Texas, US	Other	Self	$500,001 - $1,000,000	Interest $5,001 - $15,000
Note Receivable - Stonegate Mansion Corporation Weatherford, Texas, US	Other	Self	$100,001 - $250,000	Interest $50,001 - $100,000
Note Receivable - Congressional Bank	Other	Self	$250,001 - $500,000	None
Chesapeake Operating, Inc.(CHK)	Stocks	Self	N/A	Other - Lease Bonus $1,001 - $2,500

Liabilities (5)

Creditor	Type	Amount	Rate	Term
Roger Williams (RWCD), Weatherford, TX	other	$500,001 - $1,000,000	—	—
Roger Williams (Vest), 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).