Barbara Lee Net Worth & Financial Disclosure

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Annual financial disclosure for 2008, filed May 14, 2009. Includes 15 assets.

Year:

2013 2012 2011 2010 2009 2008

Est. Net Worth

$212K

2008 annual disclosure

Total Assets

$81K - $342K

15 assets

Total Liabilities

0 liabilities

Total Trades

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

Mutual Funds$162K (8)

Stocks$33K (1)

Bank & Cash$17K (4)

Gov. Securities$0 (2)

Top Stock Holdings (from trades)

All Assets (15)

Asset	Type	Owner	Value	Income
Allianz Small Cap Value Fund	Mutual Funds	Self	$1,001 - $15,000	Dividends $1 - $200
California State Municipal Bonds	Gov. Securities	Self	N/A	Interest/Gain from Sale $5,001 - $15,000
Charles Schwab Money Market Account	Bank & Cash	Self	$1 - $1,000	Interest $1 - $200
Delaware Trend Fund	Mutual Funds	Self	$1,001 - $15,000	Dividends/Capital Gains (reinvested) $201 - $1,000
East West Bank Checking Account Oakland, CA, US	Bank & Cash	Self	$1,001 - $15,000	Interest $1 - $200
Mass. Investors Growth Fund	Mutual Funds	Self	$15,001 - $50,000	None
Merrill Lynch Cash Management Account	Bank & Cash	Self	$1 - $1,000	Interest $1 - $200
Savings Plus Fund (Deferred Compensation Program) - State of CA Savings Plus California, US	Mutual Funds	Self	$15,001 - $50,000	None
Savings Plus Fund (Deferred Compensation Program) - State of CA Savings Plus California, US	Mutual Funds	Self	$15,001 - $50,000	None
PIMCO Muni Cap Mg Fund - Growth (Deferred Compensation Program)	Mutual Funds	Self	$1,001 - $15,000	None
US Treasury Bills	Gov. Securities	Self	N/A	Sale Proceeds $5,001 - $15,000
Van Kampen Growth Fund	Mutual Funds	Self	$1,001 - $15,000	Dividends/Capital Gains $201 - $1,000
Vanguard Total Bond Market Index Fund (CA Savings Plus Deferred Comp) California, US	Mutual Funds	Self	$15,001 - $50,000	Interest/Capital Gain (Reinvested) $1,001 - $2,500
Wells Fargo Bank Checking Account (held in AZ, filed jointly with mother) Arizona, US	Bank & Cash	Self	$1,001 - $15,000	Interest $1 - $200
Xerox Corporation Stock(XRX)	Stocks	Self	$15,001 - $50,000	Dividends $201 - $1,000

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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).