Barbara Lee
Barbara Lee Net Worth & Financial Disclosure
houseAnnual financial disclosure for 2009, filed May 14, 2009. Includes 16 assets and 3 liabilities.
Est. Net Worth
$105K
2009 annual disclosure
Total Assets
$1.1M - $5.3M
16 assets
Total Liabilities
$1M - $5.1M
3 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
Real Estate$3M (1)
Retirement & Pension$81K (4)
Bank & Cash$57K (5)
Mutual Funds$32K (4)
Other$0 (1)
Stocks$0 (1)
Top Stock Holdings (from trades)
All Assets (16)
| Asset | Value |
|---|---|
Allianz Small Cap Value Fund | $1,001 - $15,000 |
Book contract with Rowman & Littlefield (Approved by Committee) | N/A |
Charles Schwab Money Market Account | $1,001 - $15,000 |
Delaware Trend Fund | $1,001 - $15,000 |
East West Bank Accounts Oakland, CA, US | $15,001 - $50,000 |
East West Bank Checking Account Oakland, CA, US | $1,001 - $15,000 |
Mass. Investors Growth Fund | $1,001 - $15,000 |
Merrill Lynch Cash Management Account | $1 - $1,000 |
Oakland, CA Residential Property Oakland, CA, US | $1,000,001 - $5,000,000 |
Savings Plus Socially Responsible Investment (State of CA Savings Plus Program) | $15,001 - $50,000 |
S&P Intl Mkt Index Fund (held in Savings Plus Deferred Compensation Program) | $1,001 - $15,000 |
S&P Mid Cap Mkt Growth Index Fund (held in Savings Plus Deferred Compensation Program) | $1,001 - $15,000 |
Van Kampen Growth Fund | $1,001 - $15,000 |
Vanguard Total Bond Market Index Fund (held in State of CA Savings Plus Deferred Compensation) | $15,001 - $50,000 |
Wells Fargo Bank Checking Account | $1,001 - $15,000 |
| N/A |
Liabilities (3)
| Creditor | Type | Amount |
|---|---|---|
| Wachovia | mortgage | $1,000,001 - $5,000,000 |
| Washington Postman Congressional Federal Credit Union, Washington DC | personal loan | $15,001 - $50,000 |
| American Express | credit card | $15,001 - $50,000 |
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).