Barbara Lee
Barbara Lee Net Worth & Financial Disclosure
houseAnnual financial disclosure for 2012, filed May 15, 2012. Includes 18 assets and 3 liabilities.
Est. Net Worth
$127K
2012 annual disclosure
Total Assets
$287K - $807K
18 assets
Total Liabilities
$275K - $565K
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
Mutual Funds$316K (12)
Retirement & Pension$175K (1)
Bank & Cash$49K (3)
Stocks$8K (1)
Other$0 (1)
Top Stock Holdings (from trades)
All Assets (18)
| Asset | Value |
|---|---|
American Funds Bond Portfolio | $15,001 - $50,000 |
Book contract with Rowman & Littlefield (Approved by Committee) | N/A |
Charles Schwab Money Market Account | $1,001 - $15,000 |
Delaware SMID Cap Growth Fund (held in Fidelity SEP IRA) | $1 - $1,000 |
East West Bank Accounts Orlando, CA, US | $15,001 - $50,000 |
Federated Capital Reserves Money Market Fund Class A | $100,001 - $250,000 |
Fidelity Freedom 2020 Fund | $1,001 - $15,000 |
Franklin California Tax-Free Income Fund Class A | N/A |
Franklin Growth Fund Class A | N/A |
| $1,001 - $15,000 | |
Mass. Investors Growth Fund | $1 - $1,000 |
Met Annuity Fund / Dimensional Investment Trust - DFA U.S. Targeted Value | $1,001 - $15,000 |
MFS Value Portfolio Fund | $50,001 - $100,000 |
MetLife Variable Annuity Fund | $100,001 - $250,000 |
Pioneer Strategic Income Portfolio Fund | $1,001 - $15,000 |
Putnam Diversified Income Fund Class Y | N/A |
FCMI | $1,001 - $15,000 |
Wells Fargo Bank Checking Account Sun City, AZ, US | $1,001 - $15,000 |
Liabilities (3)
| Creditor | Type | Amount |
|---|---|---|
| Credit Union Mortgage Association, Fairfax, VA | mortgage | $250,001 - $500,000 |
| American Express | credit card | $10,001 - $15,000 |
| Wright-Patman Congressional Federal Credit Union, DC | other | $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).