Brad Sherman

Brad Sherman Net Worth & Financial Disclosure

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Annual financial disclosure for 2010, filed May 6, 2010. Includes 16 assets and 2 liabilities.

Est. Net Worth
$1.6M
2010 annual disclosure
Total Assets
$1.6M - $3.4M
16 assets
Total Liabilities
$550K - $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

Mutual Funds$933K (3)
Real Estate$750K (1)
Retirement & Pension$350K (2)
Gov. Securities$325K (3)
LLC / Partnership$75K (1)
Bank & Cash$35K (5)
Other$501 (1)

Top Stock Holdings (from trades)

All Assets (16)

AssetValue
Bank of America
Washington, DC, US
$1,001 - $15,000
Combined Properties (Valuation of expropriate, royalties net of expenses)
$50,001 - $100,000
CA State Legislators Service on the CA Board of Equalization (ended at 6/30/08)
Sacramento, CA, US
$100,001 - $250,000
Fidelity ContraFund
Providence, RI 29401, US
$1,001 - $15,000
Home with rental (rent is gross before expenses)
$500,001 - $1,000,000
Southern California Public Powers Authority Muni Bond
$50,001 - $100,000
Rabobank
$1 - $1,000
Pacoma Credit Union
Lakeview Terrace, CA, US
$5,001 - $15,000
US Savings Bond (interest earned, not received)
$100,001 - $250,000
Van Nuys Equipment, including Furniture
$1 - $1,000
Vanguard Intermediate CA Tax Free Fund
Atlanta, GA, US
$100,001 - $250,000
Vanguard 500 Index Fund (IRA)
Atlanta, GA, US
$100,001 - $250,000
Vanguard TIPS Fund (personal, not IRA)
Atlanta, GA, US
$500,001 - $1,000,000
Bradley Municipal Bond
Baldy Mesa, CA, US
$50,001 - $100,000
Wescom Credit Union
Sherman Oaks, CA, US
$1,001 - $15,000
Wescom Credit Union
Sherman Oaks, CA, US
$1,001 - $15,000

Liabilities (2)

CreditorTypeAmount
Wells Fargo Bankmortgage$500,001 - $1,000,000
Sandy Spring Bank, Marylandmortgage$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).
Brad Sherman Net Worth & Financial Disclosure 2010: Assets & Portfolio | Congress Stock Tracker