Brad Sherman

Brad Sherman Net Worth & Financial Disclosure

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Annual financial disclosure for 2013, filed May 15, 2013. Includes 17 assets and 2 liabilities.

Est. Net Worth
$1.2M
2013 annual disclosure
Total Assets
$1.2M - $2.8M
17 assets
Total Liabilities
$515K - $1.1M
2 liabilities
Total Trades
34
From PTR filings
Trade Volume
$3.8M
Midpoint of disclosed ranges

Net Worth Over Time

Show data table
PeriodEst. net worth
2008$1.7M
2009$1.6M
2010$1.6M
2011$1.7M
2012$1.5M
2013$1.2M

Assets by Category

Real Estate$783K (2)
Bank & Cash$415K (8)
Retirement & Pension$350K (2)
Mutual Funds$208K (3)
Gov. Securities$175K (1)
Other$33K (1)

Top Stock Holdings (from trades)

All Assets (17)

AssetValue
Bank of America
$1,001 - $15,000
Bank of America Savings Account (Second Account)
$15,001 - $50,000
BeeBee Draw/Hambert
$15,001 - $50,000
CA State Legislators Retirement Pension
Sacramento, CA, US
$100,001 - $250,000
Dreyfus CA Tax Exempt Bond
Providence, RI, US
N/A
Residential Rental Property
Washington, US
$500,001 - $1,000,000
Pacifica Credit Union
Lakeview Terrace, CA, US
$1 - $1,000
Residential Rental Property
Los Angeles, CA, US
$15,001 - $50,000
US Savings Bond
$100,001 - $250,000
Vanguard Intermediate CA Tax Exempt Fund
Valley Forge, PA, US
$15,001 - $50,000
Vanguard TIPS Fund (IRA)
Valley Forge, PA, US
$100,001 - $250,000
Vanguard TIPS Fund (personal)
Valley Forge, PA, US
$100,001 - $250,000
Atlanta Postal Credit Union - Money Market Account
Atlanta, GA, US
$100,001 - $250,000
Atlanta Postal Credit Union
Sherman Oaks, CA, US
$100,001 - $250,000
Wescom Credit Union (Fourth Account)
Sherman Oaks, CA, US
$1,001 - $15,000
Wescom Credit Union (Second Account)
Sherman Oaks, CA, US
$1,001 - $15,000
Wescom Credit Union (Third Account)
Sherman Oaks, CA, US
$1,001 - $15,000

Liabilities (2)

CreditorTypeAmount
Bank of Americamortgage$500,001 - $1,000,000
Borrowing from Federal TSPother$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).
Brad Sherman Net Worth & Financial Disclosure 2013: Assets & Portfolio | Congress Stock Tracker