Official portrait: unitedstates/images (public domain; source GPO Member Guide)
Rep. Jeff Fortenberry (R-NE)
House · Republican (most recent term) · NE-1 · in Congress 2005–2022 · Bioguide ID F000449
Party history: R 2005–2022. Source: term data in unitedstates/congress-legislators (CC0); party shown is as recorded per term there.
Estimated net worth (from public disclosures)
| Estimate | Report year | Low | Mid | High |
|---|---|---|---|---|
| (a) Estimated net worth at the earliest available report (2013); the member entered office earlier, in 2005 | 2013 | −$5,045,993 | −$2,467,999 | $109,995 |
| (b) Latest net worth estimate | 2020 | −$4,330,991 | −$22,998 | $4,284,995 |
| (c) Estimated gain / loss, nominal dollars, 2013 → 2020 (7 years spanned) | 2013–2020 | −$4,440,986 | +$2,445,001 | +$9,330,988 |
Gain Low = latest Low − earliest High; Gain High = latest High − earliest Low (widest possible spread); Mid = latest Mid − earliest Mid.
Reliability flags (net worth): none for these two endpoints. Included in the recommended dollar-gain ranking.
Net worth by report year (mid; Low–High)
| Report year | Assets (mid) | Liabilities (mid) | Net worth mid | Low … High | Status / flags |
|---|---|---|---|---|---|
| 2013 | $1,032,004 | $3,500,002 | −$2,467,999 | −$5,045,993 … $109,995 | computed |
| 2014 | $3,320,506 | $3,325,002 | −$4,496 | −$4,298,989 … $4,289,996 | computed |
| 2015 | $16,070,506 | $3,877,504 | $12,193,002 | −$563,988 … $24,949,993 | computed |
| 2016 | $15,353,006 | $3,877,504 | $11,475,502 | −$1,048,988 … $23,999,993 | computed |
| 2017 | $3,314,504 | $3,877,504 | −$563,000 | −$5,045,992 … $3,919,993 | computed |
| 2018 | $3,304,504 | $3,470,002 | −$165,498 | −$4,515,991 … $4,184,995 | computed |
| 2019 | $3,347,004 | $3,370,002 | −$22,998 | −$4,330,991 … $4,284,995 | computed |
| 2020 | $3,347,004 | $3,370,002 | −$22,998 | −$4,330,991 … $4,284,995 | computed |
- What this is: Net worth = Schedule A assets (each value range at its midpoint; low–high range shown) minus Schedule D liabilities (midpoints / ranges). Low = assets at range floors minus liabilities at range ceilings; Mid = midpoints; High = assets at ceilings minus liabilities at floors. Low and High are outer bounds of the reported ranges, not likely outcomes.
- What it excludes / understates: exact values (only ranges are reported); a personal residence is not reported as an asset (although a mortgage on it may be listed as a liability, which then lowers the estimate); retirement and federal accounts (e.g. Thrift Savings Plan, defined-benefit pensions) are only partly or not reported; assets of excepted/blind trusts, cash held below reporting thresholds, vehicles, household goods and most spouse/dependent items exempt from reporting are not included; liabilities on a personal residence, revolving credit under thresholds and loans to family may be omitted by filers.
- Open-ended top ranges (e.g. “Over $50,000,000”) are counted at their lower bound and flagged, so such values are understated.
- The change is a change in estimated net worth in nominal dollars (no inflation adjustment). It includes salary, gifts, inheritances, business income and re-valuation as well as investment results, and it is subject to range-bracket noise; it is not an investment return and implies nothing about conduct.
Read this first. Members report asset values only as ranges (e.g. “$15,001 – $50,000”), never exact dollars. Every figure below is an estimate computed from range midpoints, not a measured return. Figures cannot be interpreted as investment performance, and they do not show wrongdoing or skill. Methodology and limitations are at the end and in the project README. Sources: public financial disclosure reports filed with the Clerk of the U.S. House of Representatives and/or the Secretary of the Senate (Senate eFD), linked below.
Avg. annual change (geometric, est.)-38.5%
Simple average of years-23.9%
Years estimated3
Best / worst single year2018 +3%
2017 -78%
2017 -78%
Reliability flags: few years (3); 1 year(s) driven by income/one position/range artefact.
Sensitivity band for the average (all ranges at floor vs. all at ceiling, same holdings both years): -36.5% to -38.9%. This band is narrow because it moves both years together; the true uncertainty is larger — see the per-year “strict envelope” column and the limitations.
Estimated year-over-year change
Bars: midpoint estimate; whisker: same-position floor/ceiling band. Axis clipped to −100%…+150%. Years with insufficient traceable holdings are omitted.
| Year (t−1 → t) | Opening value (mid) | Closing value (mid) | Income (mid) | Buys (mid) | Sales (mid) | Est. gain | Same-position band | Strict envelope | Traced coverage | Status / flags |
|---|---|---|---|---|---|---|---|---|---|---|
| 2013→2014 | $199,002 | $296,504 | $10,101 | $97,502 | $0 | +5.1% | +4.9% … +5.2% | -147% … +157% | 19% | excluded; not eligible: traced coverage 19% < 60%; many new/exited positions |
| 2014→2015 | $137,504 | $137,504 | $32,601 | $0 | $0 | +23.7% | +22.3% … +30.0% | -116% … +164% | 4% | excluded; not eligible: traced coverage 4% < 60% |
| 2015→2016 | $312,504 | $312,504 | $65,102 | $0 | $0 | +20.8% | +20.0% … +21.1% | -94% … +136% | 2% | excluded; not eligible: traced coverage 2% < 60% |
| 2016→2017 | $15,345,006 | $3,239,504 | $107,602 | $0 | $0 | -78.2% | -78.4% … -77.1% | -159% … +2% | 100% | counted; single position drives the result (range jump) |
| 2017→2018 | $3,239,504 | $3,239,504 | $107,602 | $0 | $0 | +3.3% | +2.8% … +5.8% | -129% … +136% | 98% | counted |
| 2018→2019 | $239,503 | $239,503 | $107,602 | $0 | $0 | +44.9% | +41.7% … +54.6% | -73% … +163% | 7% | excluded; not eligible: traced coverage 7% < 60% |
| 2019→2020 | $3,347,004 | $3,347,004 | $107,602 | $0 | $0 | +3.2% | +2.7% … +5.5% | -127% … +134% | 100% | counted |
Filings used
Each annual-report year uses one filing (most recently filed version among originals/amendments whose Schedule A row count is ≥ 40% of the largest). Electronic (text) PDFs are parsed. Scanned/image-only filings are OCR-read and used only if they pass the explicit validation gates described in the project README (value/income coverage, two-engine agreement, exact bracket snapping, page completeness, year-to-year position continuity); such years are labelled OCR-derived below. Scanned filings that fail validation are listed as “insufficient data – scanned”.
| Report year | Doc ID | Type | Filed | Schedule A rows | Rows with unparsed value | Source (official filing) / SHA-256 |
|---|---|---|---|---|---|---|
| 2013 | 10002382 | House annual | 5/15/2014 | 7 | 0 | 10002382.pdfd9a15f8ceb3ceba2d2263944223a60cf5fd12c6375b25bef00470b316faece75 |
| 2014 | 10006276 | House annual | 5/15/2015 | 11 | 0 | 10006276.pdfbf8e24ad501f9f82b14fd61ecc0e0b6dc6b44c0001e5f72848f6e84218485766 |
| 2015 | 10011563 | House annual | 5/16/2016 | 12 | 0 | 10011563.pdf089d2fb0a1e1bab7c0c303107ccc33b9dbb9b14278ede2ef8213e885c68708ea |
| 2016 | 10017212 | House annual | 6/14/2017 | 13 | 0 | 10017212.pdf662f22a437bace675088d23d1f8409843f12610ed9e4dcdea609b326966951ef |
| 2017 | 10022113 | House annual | 5/15/2018 | 13 | 0 | 10022113.pdf630987715f3db7f41ce3c4c5285513785252e3ae582fbffa053a93502c6d7f9f |
| 2018 | 10027598 | House annual | 5/15/2019 | 9 | 0 | 10027598.pdfc8476e88a49790f6ed4c6f40832bb9bde4cc5d75d95422953dcd7e179aa429c5 |
| 2019 | 10038524 | House annual | 8/13/2020 | 9 | 0 | 10038524.pdf182a89ee82a770d82d2eccd3c9a37793e47f2d1121ee231bf39d9eb73f3fc0ca |
| 2020 | 10042365 | House annual | 8/11/2021 | 9 | 0 | 10042365.pdf223b4193e7c6e2216e8f1f8a9dd90eda7ac353b3055bdce92299ffda182e1bd4 |
Largest movers 2016→2017
| Position (as written in filing) | Owner | Kind | Opening range(s) | Closing range(s) | Buys (mid) | Sales (mid) |
|---|---|---|---|---|---|---|
| Piedmont Shopping Center, LLC ⇒ Piedmont Shopping Center [RP] percent ownership held joint | — | held | $5,000,001 - $25,000,000 | $1,000,001 - $5,000,000 | $0 | $0 |
| IRA, Jeffrey L. Fortenberry, Pershing LLC as Custodian ⇒ IVY High Income Fund Class A [MF] | — | held | $15,001 - $50,000 | None | $0 | $0 |
| IRA, Jeffrey L. Fortenberry, Pershing LLC as Custodian ⇒ Pioneer Global High Yield Fund [M | — | held | $15,001 - $50,000 | None | $0 | $0 |
| IRA, Jeffrey L. Fortenberry, Pershing LLC as Custodian ⇒ John Hancock Core High Yield Fund | — | held | $15,001 - $50,000 | None | $0 | $0 |
| IRA, Jeffrey L. Fortenberry, Pershing LLC as Custodian ⇒ Pershing Government Account Money | — | held | $1,001 - $15,000 | None | $0 | $0 |
| TIAA CREF Retirement Mutual Funds ⇒ TIAA CREF Retirement, CREF Stock Fund [MF] | SP | held | $1,001 - $15,000 | $1,001 - $15,000 | $0 | $0 |
| C. Gregory Write, Inc., 100% Interest [OL] | — | held | $1,001 - $15,000 | $1,001 - $15,000 | $0 | $0 |
| Pepex Biomedical, Inc. [PS] | JT | held | $15,001 - $50,000 | $15,001 - $50,000 | $0 | $0 |
Largest movers 2017→2018
| Position (as written in filing) | Owner | Kind | Opening range(s) | Closing range(s) | Buys (mid) | Sales (mid) |
|---|---|---|---|---|---|---|
| TIAA CREF Retirement Mutual Funds ⇒ TIAA CREF Retirement, CREF Stock Fund [MF] | SP | held | $1,001 - $15,000 | $1,001 - $15,000 | $0 | $0 |
| C. Gregory Write, Inc., 100% Interest [OL] | — | held | $1,001 - $15,000 | $1,001 - $15,000 | $0 | $0 |
| Pepex Biomedical, Inc. [PS] | JT | held | $15,001 - $50,000 | $15,001 - $50,000 | $0 | $0 |
| Piedmont Shopping Center, LLC ⇒ Piedmont Shopping Center [RP] percent ownership held joint | — | held | $1,000,001 - $5,000,000 | $1,000,001 - $5,000,000 | $0 | $0 |
| TIAA CREF Retirement Mutual Funds ⇒ TIAA CREF Retirement CREF Global Equities [MF] | SP | held | $1,001 - $15,000 | $1,001 - $15,000 | $0 | $0 |
| Union Bank Checking Account [BA] | JT | held | $1,001 - $15,000 | $1,001 - $15,000 | $0 | $0 |
| Gloria Deo, Inc., 50% Interest [OL] | — | held | $100,001 - $250,000 | $100,001 - $250,000 | $0 | $0 |
Largest movers 2019→2020
| Position (as written in filing) | Owner | Kind | Opening range(s) | Closing range(s) | Buys (mid) | Sales (mid) |
|---|---|---|---|---|---|---|
| TIAA CREF Retirement Mutual Funds ⇒ TIAA CREF Retirement CREF Global Equities [MF] | SP | held | $1,001 - $15,000 | $1,001 - $15,000 | $0 | $0 |
| Mainstar Trust FBO Jeffrey Fortenberry IRA ⇒ Practice Management of America, Inc [PS] purc | — | held | $50,001 - $100,000 | $50,001 - $100,000 | $0 | $0 |
| Union Bank Checking Account [BA] | JT | held | $1,001 - $15,000 | $1,001 - $15,000 | $0 | $0 |
| Gloria Deo, Inc., 50% Interest [OL] | — | held | $100,001 - $250,000 | $100,001 - $250,000 | $0 | $0 |
| Practice Management of America, Inc. [PS] headquarted in Commack, New York. | — | held | $15,001 - $50,000 | $15,001 - $50,000 | $0 | $0 |
| TIAA CREF Retirement Mutual Funds ⇒ TIAA CREF Retirement, CREF Stock Fund [MF] | SP | held | $1,001 - $15,000 | $1,001 - $15,000 | $0 | $0 |
| C. Gregory Write, Inc., 100% Interest [OL] | — | held | $1,001 - $15,000 | $1,001 - $15,000 | $0 | $0 |
| Pepex Biomedical, Inc. [PS] | JT | held | $15,001 - $50,000 | $15,001 - $50,000 | $0 | $0 |
Method (summary)
- Schedule A asset rows are read from each annual report; the dollar range for each row is converted to its midpoint. Open-ended top ranges (“Over $50,000,000”) are excluded from the traced set and counted as a coverage loss.
- Positions are matched year to year by owner code (self/SP/DC/JT) + normalised asset name. A position that appears only in year t is included only if Schedule B shows a purchase of it in year t (opening value 0); a position that disappears is included only if Schedule B shows a sale (closing value 0). Otherwise it is excluded as unexplained.
- Estimated gain = (closing − opening + reported income − purchases + sale proceeds) ÷ opening, all at midpoints, for the traced positions. “Capital gains” income is not added again (it is already in value change and sale proceeds).
- A year counts only if traced opening value ≥ $50,000 and traced coverage ≥ 60% of the opening midpoint. A member is ranked only with ≥ 3 such years (exactly 2 = “limited data”, shown but unranked). Average = geometric mean of (1+yearly estimate).
Limitations
- Ranges are wide (up to a factor of 5 or more, and up to $50M+ open-ended); a holding can move between ranges without any real change in value, and stay in a range while moving materially. Yearly estimates are therefore noisy; the “strict envelope” shows the mathematical worst/best case and is typically wider than ±100%.
- Purchases and sales are only disclosed as ranges and only for transactions over $1,000; partial sales, dividend reinvestment, spousal/dependent accounts and retirement-plan funds are reported inconsistently. Excepted/blind trusts, personal residences and certain pensions are not reported at all.
- Filers sometimes change how they list assets (e.g. listing a brokerage account vs. its individual holdings), which can make positions untraceable across years; these are excluded rather than guessed.
- Asset values in an annual report are as of Dec 31 of the reporting year; the report year t−1→t covers that calendar year. Late or amended filings are used when filed; extensions can delay them.
- The text of these reports is machine-parsed from PDFs; parse errors are possible. Every number links back to the cited filing. This is not investment advice.
- Use of these filings is restricted by 5 U.S.C. § 105(c) (no unlawful, commercial or credit-rating purpose, and none for solicitation of money).
Generated 2026-10-01 by an automated pipeline. Data: Office of the Clerk, U.S. House of Representatives (disclosures-clerk.house.gov); member roster: unitedstates/congress-legislators (CC0).