Rep. Martha Roby (R-AL)
House · Republican (most recent term) · AL-2 · in Congress 2011–2021 · Bioguide ID R000591
Party history: R 2011–2021. 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 (2014); the member entered office earlier, in 2011 | 2014 | −$406,961 | $412,518 | $1,231,998 |
| (b) Latest net worth estimate | 2019 | $143,049 | $1,416,024 | $2,688,998 |
| (c) Estimated gain / loss, nominal dollars, 2014 → 2019 (5 years spanned) | 2014–2019 | −$1,088,949 | +$1,003,505 | +$3,095,959 |
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 |
|---|---|---|---|---|---|
| 2014 | $1,195,020 | $782,501 | $412,518 | −$406,961 … $1,231,998 | computed |
| 2015 | $1,237,520 | $762,500 | $475,019 | −$336,961 … $1,286,999 | computed; 1 Schedule A row(s) had the upper bound of the range lost in text extraction; completed from the fixed statutory bracket |
| 2016 | $1,696,022 | $762,500 | $933,522 | −$71,955 … $1,938,999 | computed |
| 2017 | $1,736,524 | $762,500 | $974,023 | −$55,953 … $2,003,999 | computed |
| 2018 | $1,961,024 | $762,500 | $1,198,523 | $58,047 … $2,338,999 | computed |
| 2019 | $2,253,524 | $837,501 | $1,416,024 | $143,049 … $2,688,998 | 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.
2017 +2%
Reliability flags: 1 unparsed value(s).
Sensitivity band for the average (all ranges at floor vs. all at ceiling, same holdings both years): +15.1% to +12.8%. 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 |
|---|---|---|---|---|---|---|---|---|---|---|
| 2014→2015 | $1,104,018 | $1,146,518 | $1,002 | $0 | $0 | +3.9% | +3.2% … +6.0% | -90% … +98% | 92% | counted |
| 2015→2016 | $1,154,518 | $1,555,518 | $1,002 | $0 | $0 | +34.8% | +33.1% … +39.4% | -70% … +140% | 99% | counted |
| 2016→2017 | $1,655,522 | $1,680,022 | $1,002 | $0 | $0 | +1.5% | +1.5% … +1.5% | -87% … +90% | 98% | counted |
| 2017→2018 | $1,520,522 | $1,697,519 | $701 | $0 | $40,002 | +14.3% | +13.4% … +14.7% | -82% … +110% | 88% | counted |
| 2018→2019 | $1,811,022 | $2,087,522 | $701 | $0 | $0 | +15.3% | +14.0% … +18.8% | -82% … +113% | 92% | 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 |
|---|---|---|---|---|---|---|
| 2014 | 10007076 | House annual | 5/15/2015 | 39 | 0 | 10007076.pdf30de3235784b752155215b56ace2776b6e644184ceb8331dffd61e0e6c1e4f17 |
| 2015 | 10012277 | House annual | 9/13/2016 | 39 | 1 | 10012277.pdf143adecafb305ed477be16cdfc53836b0204b2b41d860a25435221a9fc0e54bd |
| 2016 | 10019032 | House amendment | 10/4/2017 | 45 | 0 | 10019032.pdf1386bdd06d9d1a8cd6ab839a0d15e855fe7ae40e13626a385e5cdbce66e33818 |
| 2017 | 10022344 | House annual | 6/14/2018 | 47 | 0 | 10022344.pdfd0604b7a172cce428499f8b3c7ecdd5a2bec18514092cf47ca75e9047855663c |
| 2018 | 10028717 | House annual | 7/11/2019 | 47 | 0 | 10028717.pdf4ea4fec70f8e30fe3fae75c12c569e460f7828239477a7cb8f44d3c4501c6c2e |
| 2019 | 10038515 | House annual | 8/13/2020 | 49 | 0 | 10038515.pdf453a4a155e21547b798497b74acd7328a3779fd3905e0d4a6cf4b18d3709241d |
Largest movers 2016→2017
| Position (as written in filing) | Owner | Kind | Opening range(s) | Closing range(s) | Buys (mid) | Sales (mid) |
|---|---|---|---|---|---|---|
| Margaret Crayton Roby Trust dated 12-25-05 ⇒ Alibaba Group Holding Limited American Deposi | — | held | $1,001 - $15,000 | $15,001 - $50,000 | $0 | $0 |
| Sterling Bank Savings Account [BA] | DC | held | $1 - $1,000 | $1 - $1,000 | $0 | $0 |
| George Adams Roby Trust dated 12-23-09 ⇒ Ford Motor Company (F) [ST] | — | held | $1,001 - $15,000 | $1,001 - $15,000 | $0 | $0 |
| Balch & Bingham LLP 401(k) Profit Sharing Plan ⇒ American Beacon Small Cap Value Fund [MF] | SP | held | $15,001 - $50,000 | $15,001 - $50,000 | $0 | $0 |
| Martha Dubina Roby R/O IRA ⇒ Stifel Bank & Trust [OT] | — | held | $1 - $1,000 | $1 - $1,000 | $0 | $0 |
| General Electric Company (GE) [ST] | JT | held | $1,001 - $15,000 | $1,001 - $15,000 | $0 | $0 |
| Balch & Bingham LLP 401(k) Profit Sharing Plan ⇒ AmerFunds EuroPacific Growth Fund [MF] | SP | held | $50,001 - $100,000 | $50,001 - $100,000 | $0 | $0 |
| Margaret Crayton Roby Trust dated 12-25-05 ⇒ Bristol-Myers Squibb Company (BMY) [ST] | — | held | $1,001 - $15,000 | $1,001 - $15,000 | $0 | $0 |
Largest movers 2017→2018
| Position (as written in filing) | Owner | Kind | Opening range(s) | Closing range(s) | Buys (mid) | Sales (mid) |
|---|---|---|---|---|---|---|
| Balch & Bingham LLP 401(k) Profit Sharing Plan ⇒ AmerFunds EuroPacific Growth Fund [MF] | SP | held | $50,001 - $100,000 | $100,001 - $250,000 | $0 | $0 |
| Balch & Bingham LLP 401(k) Profit Sharing Plan ⇒ Select T. Rowe Price/Loomis Sayles Blue C | — | held | $50,001 - $100,000 | $100,001 - $250,000 | $0 | $0 |
| Martha Dubina Roby R/O IRA ⇒ Columbia Balanced Class A [MF] | — | held | $1,001 - $15,000 | $15,001 - $50,000 | $0 | $0 |
| Stifel Bank & Trust [OT] | JT | held | $1,001 - $15,000 | $1 - $1,000 | $0 | $0 |
| Sterling Bank Savings Account [BA] | DC | held | $1 - $1,000 | $1 - $1,000 | $0 | $0 |
| George Adams Roby Trust dated 12-23-09 ⇒ Ford Motor Company (F) [ST] | — | held | $1,001 - $15,000 | $1,001 - $15,000 | $0 | $0 |
| Balch & Bingham LLP 401(k) Profit Sharing Plan ⇒ American Beacon Small Cap Value Fund [MF] | SP | held | $15,001 - $50,000 | $15,001 - $50,000 | $0 | $0 |
| Martha Dubina Roby R/O IRA ⇒ Stifel Bank & Trust [OT] | — | held | $1 - $1,000 | $1 - $1,000 | $0 | $0 |
Largest movers 2018→2019
| Position (as written in filing) | Owner | Kind | Opening range(s) | Closing range(s) | Buys (mid) | Sales (mid) |
|---|---|---|---|---|---|---|
| Balch & Bingham LLP 401(k) Profit Sharing Plan ⇒ T. Rowe Price Mid-Cap Growth Fund [MF] | SP | held | $50,001 - $100,000 | $100,001 - $250,000 | $0 | $0 |
| Sterling Bank [BA] | JT | held | $15,001 - $50,000 | $50,001 - $100,000 | $0 | $0 |
| Balch & Bingham LLP 401(k) Profit Sharing Plan ⇒ Mass Mutual Managed Conservative Portfoli | — | held | $15,001 - $50,000 | $50,001 - $100,000 | $0 | $0 |
| Balch & Bingham LLP 401(k) Profit Sharing Plan ⇒ Franklin Small Cap Growth Fund [MF] | SP | held | $15,001 - $50,000 | $50,001 - $100,000 | $0 | $0 |
| Margaret Crayton Roby Trust dated 12-25-05 ⇒ Stifel Bank & Trust [OT] | — | held | $1,001 - $15,000 | $15,001 - $50,000 | $0 | $0 |
| George Adams Roby Trust dated 12-23-09 ⇒ Amgen Inc. (AMGN) [ST] | — | held | $1,001 - $15,000 | $15,001 - $50,000 | $0 | $0 |
| Sterling Bank Savings Account [BA] | DC | held | $1 - $1,000 | $1 - $1,000 | $0 | $0 |
| George Adams Roby Trust dated 12-23-09 ⇒ Ford Motor Company (F) [ST] | — | held | $1,001 - $15,000 | $1,001 - $15,000 | $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).