Debbie Wasserman Schultz
Debbie Wasserman Schultz Net Worth & Financial Disclosure
houseAnnual financial disclosure for 2008, filed June 16, 2008. Includes 8 assets and 3 liabilities.
Est. Net Worth
$308K
2008 annual disclosure
Total Assets
$270K - $625K
8 assets
Total Liabilities
$80K - $200K
3 liabilities
Total Trades
143
From PTR filings
Trade Volume
$2M
Midpoint of disclosed ranges
Net Worth Over Time
Show data table
| Period | Est. net worth |
|---|---|
| 2008 | $308K |
| 2009 | $259K |
| 2010 | -$8K |
| 2011 | $24K |
| 2011 | $230K |
| 2012 | $8K |
| 2012 | -$1.6M |
| 2013 | -$1.4M |
Assets by Category
Stocks$383K (2)
Retirement & Pension$49K (4)
Bank & Cash$16K (2)
Top Stock Holdings (from trades)
All Assets (8)
| Asset | Value |
|---|---|
Community Bank of Broward Checking A/C | $1,001 - $15,000 |
Community Bank of Broward Savings A/C | $1,001 - $15,000 |
Community Bank of Broward Common Stock (1358 shares) | $250,001 - $500,000 |
Broward Common Stock | $1,001 - $15,000 |
401K Retirement Plan - JH Amer Euro Pacific Fd | $15,001 - $50,000 |
401K Retirement Plan - JH Temp for Small Co | $1,001 - $15,000 |
401K Retirement Plan - JH Amer Century Small Co | $1,001 - $15,000 |
401K Retirement Plan - Sunlife Retirement Plan (State of Florida Pension) Florida, US | N/A |
Liabilities (3)
| Creditor | Type | Amount |
|---|---|---|
| Independent Bankers Bank | personal loan | $50,001 - $100,000 |
| Wachovia N.A. | credit card | $15,001 - $50,000 |
| Wachovia N.A. | credit card | $15,001 - $50,000 |
Trading Sector Allocation (from PTR trades)
Industrials$145K
Technology$340K
Healthcare$82K
Basic Materials$96K
Real Estate$8K
Financial Services$41K
Energy$109K
Communication Services$16K
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).