Debbie Wasserman Schultz
Debbie Wasserman Schultz Net Worth & Financial Disclosure
houseAnnual financial disclosure for 2013, filed May 15, 2013. Includes 18 assets and 5 liabilities.
Est. Net Worth
-$1.4M
2013 annual disclosure
Total Assets
$143K - $545K
18 assets
Total Liabilities
$1.2M - $2.4M
5 liabilities
Total Trades
142
From PTR filings
Trade Volume
$2M
Midpoint of disclosed ranges
Net Worth Over Time
Assets by Category
Stocks$191K (3)
Retirement & Pension$81K (8)
Other$49K (3)
Bank & Cash$16K (2)
Mutual Funds$8K (2)
Top Stock Holdings (from trades)
All Assets (18)
| Asset | Value |
|---|---|
13584 SHS Community Bank of Broward | $100,001 - $250,000 |
401K Retirement Plan - Energy Fund | $1,001 - $15,000 |
401K Retirement Plan - Financial Services Fund | $1,001 - $15,000 |
401K Retirement Plan - Growth Small Mid Growth | $1,001 - $15,000 |
401K Retirement Plan - Loomis Core Plus Bond | $1,001 - $15,000 |
401K Retirement Plan - AGG Growth | $1,001 - $15,000 |
401K Retirement Plan - American Funds | $15,001 - $50,000 |
Community Bank (500 SHS) | $1,001 - $15,000 |
Coward Common Stock (100 SHS) | $1,001 - $15,000 |
Community Bank of Broward Checking Account | $1,001 - $15,000 |
Community Bank of Broward Savings Account | $1,001 - $15,000 |
DWS RREEF Real Estate Fund Money Market | N/A |
INC 401K Plan SSGA Cash Class 1 | $1,001 - $15,000 |
DWS US Govt Fund Class 1 | $1,001 - $15,000 |
Section 529 Plan Florida Prepaid College Plan Florida, US | $15,001 - $50,000 |
Section 529 Plan Florida Prepaid College Plan Florida, US | $1,001 - $15,000 |
Section 529 Plan Florida Prepaid College Plan Florida, US | $1,001 - $15,000 |
State of Florida Pension Florida, US | N/A |
Liabilities (5)
| Creditor | Type | Amount |
|---|---|---|
| SunTrust Mortgage Inc | mortgage | $500,001 - $1,000,000 |
| SunTrust Bank | line of credit | $250,001 - $500,000 |
| Wells Fargo Bank N.A. | mortgage | $250,001 - $500,000 |
| United Bank | personal loan | $100,001 - $250,000 |
| Bank of America | credit card | $50,001 - $100,000 |
Trading Sector Allocation (from PTR trades)
Energy$110K
Basic Materials$120K
Technology$336K
Industrials$81K
Communication Services$72K
Healthcare$82K
Financial Services$683K
Real Estate$8K
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).