Barbara Lee
Barbara Lee Net Worth & Financial Disclosure
houseAnnual financial disclosure for 2011, filed May 13, 2011. Includes 13 assets and 2 liabilities.
Est. Net Worth
-$2.1M
2011 annual disclosure
Total Assets
$352K - $1.5M
13 assets
Total Liabilities
$1M - $5M
2 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$550K (1)
Bank & Cash$384K (3)
Mutual Funds$9K (6)
Retirement & Pension$501 (2)
Other$0 (1)
Top Stock Holdings (from trades)
All Assets (13)
| Asset | Value |
|---|---|
Book Contract with Macmillan & Littlefield Publishers, Inc. | N/A |
Charles Schwab Money Market Account | $1 - $1,000 |
American Funds SWIP Cap Growth Class C Fund (held in Fidelity SEP IRA) | $1 - $1,000 |
Delaware Trend Fund (held in Fidelity SEP IRA) | N/A |
Fidelity Bank Accounts Oakland, CA, US | $250,001 - $500,000 |
Fidelity Freedom 2020 Fund (held in Fidelity SEP IRA) | $1,001 - $15,000 |
Wells Fargo Bank Checking (Jointly with mother) AZ, US | $1,001 - $15,000 |
Vanguard Total Bond Market Index Fund Admiral Shares (held in State of CA Savings Plus Deferred Compensation Program) | N/A |
TIAA-CREF Large-Cap Growth (held in State of CA Savings Plus Deferred Compensation Program) | N/A |
SPP Intl Mkt Fund (held in State of CA Savings Plus Deferred Compensation Program) | N/A |
State of CA Savings Plus Deferred Compensation CA, US | N/A |
Oakland, CA Residential Property (portion rented out) Oakland, CA, US | $100,001 - $1,000,000 |
Kasa Investors Growth Fund (held in Fidelity SEP IRA) | $1 - $1,000 |
Liabilities (2)
| Creditor | Type | Amount |
|---|---|---|
| Wright-Pattman Congressional Federal Credit Union, Washington DC | personal loan | $15,001 - $50,000 |
| Wachovia | mortgage | $1,000,001 - $5,000,000 |
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).