Brad Sherman
Brad Sherman Net Worth & Financial Disclosure
houseAnnual financial disclosure for 2011, filed May 13, 2011. Includes 20 assets and 2 liabilities.
Est. Net Worth
$1.7M
2011 annual disclosure
Total Assets
$1.6M - $3.5M
20 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
| 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$966K (4)
Real Estate$925K (2)
Gov. Securities$283K (5)
Retirement & Pension$175K (1)
Bank & Cash$132K (6)
Other$33K (1)
Stocks$501 (1)
Top Stock Holdings (from trades)
All Assets (20)
| Asset | Value |
|---|---|
Bank of America Washington, DC, US | $1,001 - $15,000 |
BeBe Draw/Harbert Management Corp | $15,001 - $50,000 |
CA State Legislators Retirement System Pension Plan | $100,001 - $250,000 |
Diversified Fund-Exempt Bond Providence, RI 029401, US | $1,001 - $15,000 |
Home with rental in Washington, DC (address redacted) Washington, DC, US | $500,001 - $1,000,000 |
Los Angeles County Sanitation District Gross Bond (before expenses) Richmond, CA, US | N/A |
Richmond Joint Powers Authority Muni Bond | $1 - $1,000 |
Golden State Water Company Lakeview Terrace, CA, US | $15,001 - $50,000 |
Union Bank of California CD | $15,001 - $50,000 |
US Savings Bond (interest earned, not received) | $100,001 - $250,000 |
| $1 - $1,000 | |
Vanguard Intermediate CA Tax Exempt Fund Atlanta, GA, US | $15,001 - $50,000 |
Vanguard PRIMECAP Fund (IRA) Atlanta, GA, US | $100,001 - $250,000 |
Vanguard 500 Index Fund (personal account not IRA) Atlanta, GA, US | $500,001 - $1,000,000 |
Atlanta District Municipal Bond Atlanta, GA, US | $50,001 - $100,000 |
Wescom Credit Union (Second Account) Sherman Oaks, CA, US | $1,001 - $15,000 |
Wescom Credit Union (First Account) Sherman Oaks, CA, US | $1,001 - $15,000 |
Wescom Credit Union (Third Account) Sherman Oaks, CA, US | $1 - $1,000 |
Escrow Account with First Title and Escrow Beverly Hills, CA, US | $100,001 - $250,000 |
Bank of America Savings Account (Section Account) | $50,001 - $100,000 |
Liabilities (2)
| Creditor | Type | Amount |
|---|---|---|
| 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).