Debbie Wasserman Schultz
Debbie Wasserman Schultz Net Worth & Financial Disclosure
houseAnnual financial disclosure for 2009, filed July 31, 2009. Includes 8 assets and 2 liabilities.
Est. Net Worth
$259K
2009 annual disclosure
Total Assets
$302K - $630K
8 assets
Total Liabilities
$115K - $300K
2 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$75K (2)
Bank & Cash$8K (1)
Mutual Funds$0 (3)
Top Stock Holdings (from trades)
All Assets (8)
| Asset | Value |
|---|---|
13584ths Community Bank of Broward Common Stock | $250,001 - $500,000 |
JH Ameri Euro Pacific Fund | N/A |
JH American Century Small Co Fund | N/A |
Small Cap Index Fund | N/A |
401K Retirement Plan Fund - Hancock Money Market | $50,001 - $100,000 |
500 Shares Community Bank of Broward Common Stock | $1,001 - $15,000 |
Community Bank of Broward - Checking Account | $1,001 - $15,000 |
State of Florida Pension | N/A |
Liabilities (2)
| Creditor | Type | Amount |
|---|---|---|
| Wachovia Bank N.A. | credit card | $15,001 - $50,000 |
| Independent Bankers Bank | personal loan | $100,001 - $250,000 |
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).