Jackie Speier
Jackie Speier Net Worth & Financial Disclosure
houseAnnual financial disclosure for 2010, filed June 17, 2010. Includes 76 assets and 1 liabilities.
Est. Net Worth
$13.3M
2010 annual disclosure
Total Assets
$6M - $22.1M
76 assets
Total Liabilities
$500K - $1M
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$7.5M (4)
Stocks$3.4M (36)
Retirement & Pension$1.2M (18)
Mutual Funds$1M (7)
Bank & Cash$524K (8)
ETFs$408K (2)
Other$8K (1)
Top Stock Holdings (from trades)
All Assets (76)
| Asset | Value |
|---|---|
33 Park Road #7 Burlingame, CA, US | $500,001 - $1,000,000 |
4305 Auburn Blvd. Sacramento, CA 95814, US | $1,000,001 - $5,000,000 |
6 Claude Lane San Francisco, CA 94080, US | $500,001 - $1,000,000 |
730 Alhambra Sacramento, CA 95816, US | $1,000,001 - $5,000,000 |
American Century (IRA) Vista Fund | $1,001 - $15,000 |
Ameriprise (IRA) International Fund | $1,001 - $15,000 |
Bank of America | $15,001 - $50,000 |
| $1 - $1,000 | |
| $1,001 - $15,000 | |
| $1,001 - $15,000 | |
| $1,001 - $15,000 | |
Daytonabrands Stock | $1 - $1,000 |
Discovery Holding Co. Stock | $1,001 - $15,000 |
DWS Emerging Market Mutual Fund | $15,001 - $50,000 |
First Medical Group Stock | $1 - $1,000 |
Graham-Field Health Products Stock | $1 - $1,000 |
Heathsport Inc. Stock | $1 - $1,000 |
Liberty Media Interactive Stock | $1,001 - $15,000 |
Charles Schwab Technologies, Inc. | $1 - $1,000 |
| $250,001 - $500,000 | |
Schwab Muni Money Market | $250,001 - $500,000 |
Schwab Value Money Market | $250,001 - $500,000 |
| $1,001 - $15,000 | |
| $1 - $1,000 | |
| $1 - $1,000 | |
| $1 - $1,000 | |
| $1,001 - $15,000 | |
| $15,001 - $50,000 | |
| $15,001 - $50,000 | |
| $50,001 - $100,000 | |
Schwab Money Market Fund | $15,001 - $50,000 |
| $1,001 - $15,000 | |
Charles Schwab Strategic Dividend Income Fund | $15,001 - $50,000 |
| $1,001 - $15,000 | |
| $1,001 - $15,000 | |
| $1 - $1,000 | |
| $1,001 - $15,000 | |
| $1 - $1,000 | |
| $15,001 - $50,000 | |
| $1,001 - $15,000 | |
| $1,001 - $15,000 | |
Pac-West Telecomm., Inc. Stock | $1 - $1,000 |
| $15,001 - $50,000 | |
| $1,001 - $15,000 | |
| $1,001 - $15,000 | |
| $15,001 - $50,000 | |
| $1,001 - $15,000 | |
| $1,001 - $15,000 | |
| $15,001 - $50,000 | |
City National Bank Account | $1,001 - $15,000 |
City National Bank Accounts | $1,001 - $15,000 |
Fidelity - EDU IRA CA 100% Equity (Index) Fund | $15,001 - $50,000 |
Fidelity - EDU IRA CA Guaranteed Option Fund | $50,001 - $100,000 |
Gabelli Asset Fund | $1,001 - $15,000 |
Gabelli Small Cap Growth Fund | $15,001 - $50,000 |
| $1,001 - $15,000 | |
Mid America 401k - Nuveen California Ins Muni A Fund | $15,000 - $250,000 |
| $15,001 - $50,000 | |
Satellite Stock Option Mission Valley, San Diego, CA, US | $1,001 - $15,000 |
Savings Plus 401(k) Short-term Investment Fund | $1,001 - $15,000 |
Savings Plus 401(k) Large Cap Fund | $50,001 - $100,000 |
| $15,001 - $50,000 | |
| $15,001 - $50,000 | |
Schwab Seraph Partners II | $5,001 - $15,000 |
Sterling Bank | $100,001 - $250,000 |
Sterling Bank | $50,001 - $100,000 |
Sterling Bank - Speier Family Partnership | $50,001 - $100,000 |
Speier Investment Solutions Stock CA CA, US | $1,000,001 - $5,000,000 |
U.S. Bank - Speier Family Partners | $50,001 - $100,000 |
US Bank Accounts | $50,001 - $100,000 |
Vanguard (IRA) Federal Money Market Fund | $1,001 - $15,000 |
Vanguard International Growth Adm Fund | $100,001 - $250,000 |
Vanguard (IRA) Admiral Wellesley Income Fund | $100,001 - $250,000 |
Vanguard (IRA) Explorer Fund Admiral | $100,001 - $250,000 |
Vanguard (IRA) Growth Equity Fund | $100,001 - $250,000 |
Vanguard (IRA) International Value Fund | $100,001 - $250,000 |
Liabilities (1)
| Creditor | Type | Amount |
|---|---|---|
| American River Bank | mortgage | $500,001 - $1,000,000 |
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).