Barbara Lee
Barbara Lee Net Worth & Financial Disclosure
houseAnnual financial disclosure for 2013, filed May 15, 2013. Includes 18 assets and 4 liabilities.
Est. Net Worth
-$140K
2013 annual disclosure
Total Assets
$230K - $679K
18 assets
Total Liabilities
$375K - $815K
4 liabilities
Total Trades
13
From PTR filings
Trade Volume
$154K
Midpoint of disclosed ranges
Net Worth Over Time
Show data table
| Period | Est. net worth |
|---|---|
| 2008 | $212K |
| 2008 | $139K |
| 2009 | $105K |
| 2010 | $24K |
| 2011 | -$2.1M |
| 2012 | $127K |
| 2013 | -$140K |
Assets by Category
Retirement & Pension$175K (1)
Mutual Funds$166K (10)
Stocks$65K (2)
Bank & Cash$49K (4)
Other$0 (1)
Top Stock Holdings (from trades)
All Assets (18)
| Asset | Value |
|---|---|
ARC Healthcare Trust, Inc. Real Estate Investment Trust | $15,001 - $50,000 |
First Checking Account Tampa, FL, US | $15,001 - $50,000 |
Book contract with Rowman & Littlefield | N/A |
Charles Schwab Money Market Account | $1,001 - $15,000 |
Delaware SMID Cap Growth Fund | $1 - $1,000 |
East West Bank Accounts Oakland, CA, US | $1,001 - $15,000 |
Federated Capital Reserves (Capital Reserves Money Market Fund) | $1,001 - $15,000 |
Fidelity Freedom 2020 Fund (held in Fidelity SEP IRA) | $1 - $1,000 |
Franklin California Tax-Free Income Fund | $1,001 - $15,000 |
| $15,001 - $50,000 | |
Mass. Investors Growth Fund (held in Fidelity SEP IRA) | $1 - $1,000 |
Met Life Growth Strategy Portfolio (held in Met Life Annuity Fund) | $15,001 - $50,000 |
Met Life Variable Annuity Fund | $100,001 - $250,000 |
PIMCO Total Return Fund (held in Met Life Annuity Fund) | $50,001 - $100,000 |
RCM Money Market Fund (held in Met Life Annuity Fund) | $15,001 - $50,000 |
Vanguard Dividend Growth Income Fund (held in Met Life Annuity Fund) | N/A |
Vanguard Inflation Protected Securities Fund (held in Met Life Annuity Fund) | $1,001 - $15,000 |
Wells Fargo Bank Checking Account Sun City, AZ, US | $1 - $1,000 |
Liabilities (4)
| Creditor | Type | Amount |
|---|---|---|
| Credit Union Mortgage Association, Inc. VA | mortgage | $250,001 - $500,000 |
| American Express | credit card | $10,001 - $15,000 |
| Wright-Pattman Congressional Federal Credit Union, DC | other | $15,001 - $50,000 |
| Wells Fargo Bank | mortgage | $100,001 - $250,000 |
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).