Jackie Speier
Jackie Speier Net Worth & Financial Disclosure
houseAnnual financial disclosure for 2013, filed August 13, 2013. Includes 86 assets and 1 liabilities.
Est. Net Worth
$11.5M
2013 annual disclosure
Total Assets
$6.4M - $17M
86 assets
Total Liabilities
$225K - $225K
1 liabilities
Total Trades
28
From PTR filings
Trade Volume
$530K
Midpoint of disclosed ranges
Net Worth Over Time
Show data table
| Period | Est. net worth |
|---|---|
| 2008 | $14.3M |
| 2009 | $15.1M |
| 2010 | $13.3M |
| 2011 | $13.8M |
| 2011 | $13M |
| 2012 | $22.8M |
| 2013 | $40K |
| 2013 | $11.5M |
Assets by Category
Real Estate$4.1M (6)
Stocks$3.6M (28)
Retirement & Pension$1.6M (26)
Mutual Funds$1.2M (13)
Bank & Cash$941K (9)
LLC / Partnership$250K (2)
Insurance$8K (1)
Other$0 (1)
Top Stock Holdings (from trades)
All Assets (86)
| Asset | Value |
|---|---|
American Century (IRA) Vista Fund | $1,001 - $15,000 |
Ameriprise (IRA) International Fund | $15,001 - $50,000 |
BlackRock Multi-Sector Closed-End Mutual Fund | $50,001 - $100,000 |
Bank of America (Assets) | $15,001 - $50,000 |
Burlingame CA 94010 (TIC owns a percentage of rental property) Burlingame, CA 94010, US | $500,001 - $1,000,000 |
Charles Schwab - Ascent Stock | $1 - $1,000 |
Charles Schwab - Black Diamond Broad Market | $15,001 - $50,000 |
| $15,001 - $50,000 | |
Arch (401k) - Allianz GI Technology Institutional | $1,001 - $15,000 |
Arch (401k) - American Funds Investment Co of America | $1,001 - $15,000 |
Charles Schwab (401k) - Dodge & Cox Intl Stock | $1,001 - $15,000 |
Charles Schwab (401k) - Vanguard Wellington Adm | $1 - $1,000 |
Charles Schwab - Harbinger | $1 - $1,000 |
| $1,001 - $15,000 | |
Charles Schwab (401k) - American Funds Euro Pacific | $50,001 - $100,000 |
Charles Schwab (401k) - Dodge & Cox | $15,001 - $50,000 |
Charles Schwab (401k) - Equity Real Estate Security | $15,001 - $50,000 |
Charles Schwab (401k) - PIMCO Total Return Instl | $15,001 - $50,000 |
Charles Schwab (401k) - Schwab Total Stock Market Index (MedAmerica, Inc.) | $15,001 - $50,000 |
| $15,001 - $50,000 | |
| $15,001 - $50,000 | |
| $15,001 - $50,000 | |
| $1,001 - $15,000 | |
| $1,001 - $15,000 | |
Charles Schwab (IRA) - XTI EM, Inc. | $1,001 - $15,000 |
| $1,001 - $15,000 | |
Charles Schwab (Strategic) - Schwab Money Market Fund | $15,000 - $50,000 |
| $15,001 - $50,000 | |
Charles Schwab (Strategic) - Danos Corp Stock | $15,001 - $50,000 |
| $1,001 - $15,000 | |
Charles Schwab (Strategic) - Honey Market | $100,001 - $250,000 |
| $1,001 - $15,000 | |
| $15,001 - $50,000 | |
| $50,001 - $100,000 | |
| $15,001 - $50,000 | |
Charles Schwab Property Money Market | $250,001 - $500,000 |
| $15,001 - $50,000 | |
American Funds Growth Fund of America | $50,001 - $100,000 |
Charles Schwab Money Market (Sweep) | $1 - $1,000 |
| $1 - $1,000 | |
| $1 - $1,000 | |
CVS Emerging Market Mutual Fund (Charles Schwab) | $15,001 - $50,000 |
First Medical Group (Charles Schwab) | $1 - $1,000 |
General Health, PR Stock (Charles Schwab) | $1 - $1,000 |
Healthspot Inc. Stock (Charles Schwab) | $1 - $1,000 |
Charles Schwab Interactive Stock | $1,001 - $15,000 |
| $15,001 - $50,000 | |
Sohase Technologies, Inc. Stock (Charles Schwab) | $1 - $1,000 |
Charles Schwab (Muni Bond Fund) | $500,001 - $1,000,000 |
| $1 - $1,000 | |
| $1 - $1,000 | |
| $1 - $1,000 | |
Constitutional Bank - Checking Account | $1 - $1,000 |
| $1,001 - $15,000 | |
Fidelity - EDU Cash Reserve Fund | $50,001 - $100,000 |
Gabelli Asset Fund | $1,001 - $15,000 |
Gabelli Small Capital Growth | $15,001 - $50,000 |
Guardian (Whole Life Insurance Policy) | $1,001 - $15,000 |
Nationwide Retirement Solution (401k) | $15,001 - $50,000 |
Nationwide Retirement Solutions - (401k) Short-term | $1,001 - $15,000 |
Nationwide Retirement Solutions - 401k Large Cap (401k) | $50,001 - $100,000 |
Nuveen California Ins Muni A Fund | $15,001 - $50,000 |
| $1 - $1,000 | |
Red Wheel/WeiserConari - Book | N/A |
Rental Property - Palm Springs, CA Palm Springs, CA, US | $500,001 - $1,000,000 |
Rental Property #1 - Partial Inheritance Sacramento, CA 95814, US | $500,001 - $1,000,000 |
Rental Property #2 - Partial Inheritance Sacramento, CA 95814, US | $500,001 - $1,000,000 |
Rental Property #3 - Partial Inheritance Sacramento, CA 95814, US | $500,001 - $1,000,000 |
Property - S. San Francisco, CA 94080 South San Francisco, CA 94080, US | $250,001 - $500,000 |
| $15,001 - $50,000 | |
| $15,001 - $50,000 | |
Sterling Bank | $50,001 - $100,000 |
Sterling Bank | $15,001 - $50,000 |
Sterling Bank - Spier Family Partners (Assets) | $50,001 - $100,000 |
Sterling Trust Seraph Partners Stock | $100,001 - $250,000 |
Strategic Investment Solutions Stock (CA) CA, US | $1,000,001 - $5,000,000 |
U.S. Bank - Speier Family Trust | $100,001 - $250,000 |
U.S. Bank | $50,001 - $100,000 |
US Bank Accounts | $100,001 - $250,000 |
Vanguard (IRA) Explorer Fund Admiral | $250,001 - $500,000 |
Vanguard (IRA) Growth Equity Fund | $100,001 - $250,000 |
Vanguard (IRA) International Growth Adm Fund | $100,001 - $250,000 |
Vanguard (IRA) Value Fund | $100,001 - $250,000 |
Vanguard (IRA) Windsor II Fund Adm | $100,001 - $250,000 |
Vanguard (IRA) Federal Money Market Fund | $15,001 - $50,000 |
VIRSX, Corp. (Stock) (VA) VA, US | $15,001 - $50,000 |
Liabilities (1)
| Creditor | Type | Amount |
|---|---|---|
| Capitol Hill Towers - Co-op, Washington, D.C. | mortgage | $225,000 - $225,000 |
Trading Sector Allocation (from PTR trades)
Consumer Cyclical$49K
Technology$40K
Industrials$40K
Financial Services$232K
Retail Trade$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).