Brad Sherman

Brad Sherman Net Worth & Financial Disclosure

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Annual financial disclosure for 2012, filed May 15, 2012. Includes 19 assets and 1 liabilities.

Est. Net Worth
$1.5M
2012 annual disclosure
Total Assets
$1.4M - $3.1M
19 assets
Total Liabilities
$500K - $1M
1 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$791K (3)
Real Estate$751K (2)
Retirement & Pension$350K (2)
Gov. Securities$175K (2)
Bank & Cash$173K (8)
LLC / Partnership$33K (1)
Other$501 (1)

Top Stock Holdings (from trades)

All Assets (19)

AssetValue
Bank of America
$1,001 - $15,000
Bank of America Savings Account (Term Account)
$1,001 - $15,000
BeeBee Draw/Hambel Combined Properties
$15,001 - $50,000
California State Pension from service on the State Board of Equalization
Sacramento, CA, US
$100,001 - $250,000
Dreyfus CA Tax Exempt Bond Fund
$1,001 - $15,000
Home with Rental in Los Angeles
Los Angeles, CA, US
$500,001 - $1,000,000
Lot on Barton Union Lakeview Terrace
Lakeview Terrace, CA, US
$1 - $1,000
Union Bank of California Account
$15,001 - $50,000
Los Angeles Federal Credit Union
$50,001 - $100,000
US Savings Bond
$100,001 - $250,000
Personal Property - Equipment including furniture
$1 - $1,000
Vanguard Intermediate CA Tax Free Fund
Atlanta, GA, US
$15,001 - $50,000
Atlanta Postal Credit Union (IRA)
Atlanta, GA, US
$100,001 - $250,000
Vanguard TIPS Fund (personal account, not IRA)
$500,001 - $1,000,000
City of Los Angeles Municipal Bond
Los Angeles, CA, US
N/A
Wescom Credit Union (First Account) - Money Market Account
Sherman Oaks, CA, US
$15,001 - $50,000
Wescom Credit Union (Second Account)
Sherman Oaks, CA, US
$1,001 - $15,000
Wescom Credit Union (Fourth Account)
Sherman Oaks, CA, US
$1 - $1,000
Wescom Credit Union (Third Account)
Sherman Oaks, CA, US
$1,001 - $15,000

Liabilities (1)

CreditorTypeAmount
Bank of Americamortgage$500,001 - $1,000,000
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 2012: Assets & Portfolio | Congress Stock Tracker