Jackie Speier
Jackie Speier Net Worth & Financial Disclosure
houseAnnual financial disclosure for 2008, filed May 23, 2008. Includes 75 assets.
Est. Net Worth
$14.3M
2008 annual disclosure
Total Assets
$6.3M - $22.4M
75 assets
Total Liabilities
$0
0 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$7.5M (4)
Stocks$3.4M (42)
Retirement & Pension$1.9M (11)
Mutual Funds$1M (12)
Bank & Cash$483K (3)
Other$49K (3)
Top Stock Holdings (from trades)
All Assets (75)
| Asset | Value |
|---|---|
33 Park Rd., CA 94010 CA 94010, US | $500,001 - $1,000,000 |
620 Stonegate Dr. S., San Francisco, CA 94080 San Francisco, CA 94080, US | $500,001 - $1,000,000 |
737 North Ave., Sacramento, CA 95816 Sacramento, CA 95816, US | $1,000,001 - $5,000,000 |
4305 Auburn Blvd., Sacramento, CA 95814 Sacramento, CA 95814, US | $1,000,001 - $5,000,000 |
Safelite Stock Option Medical Mask Sanitizing Depot CA | $1,001 - $15,000 |
Conceptus Stock Option | $1,001 - $15,000 |
| $1 - $1,000 | |
Strategic Investment Solutions Stock, CA CA, US | $1,000,001 - $5,000,000 |
Pay by Touch Stock (Point of Sale Machines) | N/A |
Gabelli Asset Fund | $1,001 - $15,000 |
Gabelli Small Growth Fund | $15,001 - $50,000 |
American Century Vista Fund | $15,001 - $50,000 |
River Source International Fund | $15,001 - $50,000 |
Fidelity - Edu IRA CA Guaranteed Option Fund CA, US | $50,001 - $100,000 |
CA College Access Portfolio CA (10% Equity Index) Fund CA, US | $15,001 - $50,000 |
Savings Plus 401(k) - Large Cap Fund | $50,001 - $100,000 |
Savings Plus 401(k) - Short Term Investment Fund | $1,001 - $15,000 |
Savings Plus 401(k) | $50,001 - $100,000 |
TIAA-CREF | $250,001 - $500,000 |
Med America 401(k) | $500,001 - $1,000,000 |
| $50,001 - $100,000 | |
City Smith Barney Insured California Muni A Fund | $1,001 - $15,000 |
| $15,001 - $50,000 | |
City National Bank | $15,001 - $50,000 |
Sterling Bank | $250,001 - $500,000 |
US Bank | $50,001 - $100,000 |
Vanguard (IRA) Federal Money Market Fund | $1,001 - $15,000 |
Vanguard Explorer Fund Admiral Shares | $100,001 - $250,000 |
Vanguard (IRA) Growth Equity Fund | $100,001 - $250,000 |
Vanguard International Growth Adm Fund | $100,001 - $250,000 |
Vanguard (IRA) Index Value Fund | $100,001 - $250,000 |
Vanguard (IRA) Windsor II Fund Admiral | $100,001 - $250,000 |
Schwab Money Market Fund | $1,001 - $15,000 |
Charles Schwab (IRA) | $1,001 - $15,000 |
| $15,001 - $50,000 | |
| $15,001 - $50,000 | |
| $5,001 - $15,000 | |
Schwab Money Market Fund (Charles Schwab Trust) | $15,001 - $50,000 |
| $1,001 - $15,000 | |
| $1 - $1,000 | |
| $1,001 - $15,000 | |
| $1,001 - $15,000 | |
| $1 - $1,000 | |
| $1,001 - $15,000 | |
| $15,001 - $50,000 | |
| $1,001 - $15,000 | |
| $5,001 - $15,000 | |
| $1,001 - $15,000 | |
| $1,001 - $15,000 | |
| $1,001 - $15,000 | |
| $1,001 - $15,000 | |
Cable West Telecom Inc. Stock | $1 - $1,000 |
| $1 - $1,000 | |
| $1 - $1,000 | |
| $1,001 - $15,000 | |
Daytonabrands Stock | $1 - $1,000 |
| $1,001 - $15,000 | |
First Medical Group Stock | $1 - $1,000 |
| $1 - $1,000 | |
| $1,001 - $15,000 | |
| $1 - $1,000 | |
| $1 - $1,000 | |
| $1 - $1,000 | |
| $1 - $1,000 | |
Charles Schwab Money Market Fund | $250,001 - $500,000 |
| $1,001 - $15,000 | |
Health Care Stock | $1 - $1,000 |
| $1,001 - $15,000 | |
DWS Emerging Market Mutual Fund | $50,001 - $100,000 |
Schwab Value Money Market | $50,001 - $100,000 |
| $5,001 - $15,000 | |
| $1,001 - $15,000 | |
| $1,001 - $15,000 | |
| $1,001 - $15,000 | |
| N/A |
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).