Brad Sherman
Brad Sherman Net Worth & Financial Disclosure
houseAnnual financial disclosure for 2009, filed May 14, 2009. Includes 17 assets and 3 liabilities.
Est. Net Worth
$1.6M
2009 annual disclosure
Total Assets
$1.6M - $3.3M
17 assets
Total Liabilities
$565K - $1.1M
3 liabilities
Total Trades
34
From PTR filings
Trade Volume
$3.8M
Midpoint of disclosed ranges
Net Worth Over Time
Show data table
| Period | Est. net worth |
|---|---|
| 2008 | $1.7M |
| 2009 | $1.6M |
| 2010 | $1.6M |
| 2011 | $1.7M |
| 2012 | $1.5M |
| 2013 | $1.2M |
Assets by Category
Mutual Funds$933K (5)
Real Estate$783K (2)
Gov. Securities$400K (4)
Retirement & Pension$250K (2)
Other$76K (2)
Bank & Cash$9K (2)
Top Stock Holdings (from trades)
All Assets (17)
| Asset | Value |
|---|---|
Bank of America Washington, DC, US | $1,001 - $15,000 |
Author/Playwright - Combined Properties | $50,001 - $100,000 |
CA State Legislators Retirement System Sacramento, CA, US | $100,001 - $250,000 |
Dreyfus Tax Exempt Bond - Dreyfus Fund Providence, RI, US | $1,001 - $15,000 |
Dreyfus S&P Index Fund Jersey City, NJ, US | N/A |
Home with rental in Woodland Hills Woodland Hills, CA, US | $500,001 - $1,000,000 |
Joby Power Authority Muni Bond CA, US | $50,001 - $100,000 |
Pacoima Credit Union Account Lakeview Terrace, CA, US | $1 - $1,000 |
Property in Los Angeles Los Angeles, CA, US | $15,001 - $50,000 |
US Savings Bond (interest earned not received) | $100,001 - $250,000 |
Vehicles and Furniture | $1 - $1,000 |
Vanguard 500 Index Fund Admiral Shares Atlanta, GA, US | N/A |
Vanguard Intermediate CA Tax Exempt Fund Admiral Shares Atlanta, GA, US | $100,001 - $250,000 |
Vanguard ITPS Fund (IRA) Atlanta, GA, US | $50,001 - $100,000 |
Vanguard ITPS Fund (Personal) Atlanta, GA, US | $500,001 - $1,000,000 |
Water District Municipal Bond Baldy Mesa, CA; Sherman Oaks, CA, US | $50,001 - $100,000 |
Water District Municipal Bond Baldy Mesa, CA; Sherman Oaks, CA, US | $50,001 - $100,000 |
Liabilities (3)
| Creditor | Type | Amount |
|---|---|---|
| Vermont Student Assistance Corp (VSAC) | student loan | $15,001 - $50,000 |
| Wells Fargo Bank | mortgage | $500,001 - $1,000,000 |
| Sandy Spring Bank Maryland | mortgage | $50,001 - $100,000 |
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).