Barbara Lee
Barbara Lee Net Worth & Financial Disclosure
houseAnnual financial disclosure for 2010, filed May 17, 2010. Includes 12 assets and 3 liabilities.
Est. Net Worth
$24K
2010 annual disclosure
Total Assets
$1M - $5.2M
12 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)
Bank & Cash$49K (3)
Mutual Funds$24K (5)
Retirement & Pension$16K (2)
Other$0 (1)
Top Stock Holdings (from trades)
All Assets (12)
| Asset | Value |
|---|---|
Allianz Small Cap Value Fund | N/A |
Book Contract with Rowman & Littlefield Publishers Inc. | N/A |
Charles Schwab Money Market Account | $1,001 - $15,000 |
Loomis Sayles Bond Fund | $1,001 - $15,000 |
East West Bank Accounts Oakland, CA, US | $15,001 - $50,000 |
Mass Investors Growth Fund | $1,001 - $15,000 |
Oakland, CA Residential Property (portion rented out) Oakland, CA, US | $1,000,001 - $5,000,000 |
U.S. House of Representatives Responsible Fund (Deferred Compensation Program) | $1,001 - $15,000 |
State of CA Savings Plus Program Large Cap Growth (Deferred Compensation Program) | $1,001 - $15,000 |
Van Kamp Growth Fund | N/A |
Vanguard Total Bond Market Index Fund (Deferred Compensation Program) | $1,001 - $15,000 |
Wells Fargo Advantage Money Market Account Sun City, AZ, US | $1,001 - $15,000 |
Liabilities (3)
| Creditor | Type | Amount |
|---|---|---|
| Wachovia | mortgage | $1,000,001 - $5,000,000 |
| Wright-Patman 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).