Jackie Speier
Jackie Speier Net Worth & Financial Disclosure
houseAnnual financial disclosure for 2009, filed June 1, 2009. Includes 71 assets.
Est. Net Worth
$15.1M
2009 annual disclosure
Total Assets
$6.8M - $23.4M
71 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)
Other$3M (1)
Mutual Funds$2.7M (17)
Retirement & Pension$1.1M (10)
Bank & Cash$483K (3)
Stocks$414K (35)
Insurance$8K (1)
Top Stock Holdings (from trades)
All Assets (71)
| Asset | Value |
|---|---|
33 Park Road #7 Binghamton, NY, US | $500,001 - $1,000,000 |
620 Sutter St. San Francisco, CA, US | $500,001 - $1,000,000 |
730 Alhambra St. Crockett, CA, US | $1,000,001 - $5,000,000 |
4305 Auburn Blvd. Sacramento, CA, US | $1,000,001 - $5,000,000 |
Life Insurance Option Medical Mask San Diego, CA, US | $1,001 - $15,000 |
| $1 - $1,000 | |
Strategic Investment Advisors Investment Management | $1,000,001 - $5,000,000 |
CA Guaranteed Option Fund | $50,001 - $100,000 |
Fidelity - EDU IRA | $15,001 - $50,000 |
CA 100% Equity (Index) Fund | $50,001 - $100,000 |
Schwab IRA | $100,001 - $250,000 |
Large Cap Fund | $50,001 - $100,000 |
Savings Plus 401(k) | $50,001 - $100,000 |
Med America 401(k) | $150,000 - $250,000 |
| $15,001 - $50,000 | |
| $1,001 - $15,000 | |
New California Ins Muni A Fund | $15,001 - $50,000 |
City National Bank Accounts | $15,001 - $50,000 |
Sterling Bank Accounts | $250,001 - $500,000 |
US Bank Accounts | $50,001 - $100,000 |
Vanguard (IRA) | $1,001 - $15,000 |
Federal Money Market Fund | $100,001 - $250,000 |
Explorer Fund Admiral | $100,001 - $250,000 |
Vanguard (IRA) | $100,001 - $250,000 |
Vanguard Institutional Index Fund | $100,001 - $250,000 |
Vanguard International Growth Adm Fund | $100,001 - $250,000 |
Vanguard International Value Fund | $250,001 - $500,000 |
Vanguard (IRA) | $100,001 - $250,000 |
Windsor II Fund Adm | $250,001 - $500,000 |
Vanguard (IRA) | $100,001 - $250,000 |
Schwab Money Market Fund | $1,001 - $15,000 |
Charles Schwab (IRA) | $1,001 - $15,000 |
| $15,001 - $50,000 | |
Charles Schwab (IRA) | $15,001 - $50,000 |
| $50,001 - $100,000 | |
| $50,001 - $100,000 | |
Charles Schwab (Trust) - Schwab Money Market Fund | $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 | |
| $15,001 - $50,000 | |
| $1,001 - $15,000 | |
| $1,001 - $15,000 | |
| $1,001 - $15,000 | |
Pac-West Telecomm, Inc. Stock (Charles Schwab Trust) | $1 - $1,000 |
| $1 - $1,000 | |
| $1,001 - $15,000 | |
Daytonbrands Stock (Charles Schwab) | $1 - $1,000 |
| $1,001 - $15,000 | |
First Medical Group Stock (Charles Schwab) | $1 - $1,000 |
Charles Schwab Health PR Stock | $1 - $1,000 |
Charles Schwab Liberty Media Interactive Stock | $1,001 - $15,000 |
Charles Schwab Mphase Technologies, Inc. Stock | $1 - $1,000 |
Charles Schwab Timedyn Inc. Stock | $1 - $1,000 |
Charles Schwab Zapata Corp. Stock | $1 - $1,000 |
Charles Schwab Schwab Value Advantage Money Market | $250,001 - $500,000 |
| $1,001 - $15,000 | |
Charles Schwab Healthsport Inc. Stock | $1 - $1,000 |
Charles Schwab Star Scientific Inc. Stock | $1,001 - $15,000 |
Charles Schwab PWS Emerging Market Mutual Fund | $50,001 - $100,000 |
Charles Schwab Schwab Value Money Market | $250,001 - $500,000 |
Charles Schwab Schwab Money Market Fund | $50,001 - $100,000 |
| $1,001 - $15,000 | |
Charles Schwab (Strategic) | $1,001 - $15,000 |
Ohio, US | $1,001 - $15,000 |
Univision Communications Inc. | 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).