Jackie Speier
Jackie Speier Net Worth & Financial Disclosure
houseAnnual financial disclosure for 2011, filed April 16, 2012. Includes 73 assets.
Est. Net Worth
$13.8M
2011 annual disclosure
Total Assets
$5.9M - $21.7M
73 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$7.1M (4)
Stocks$3.5M (34)
Retirement & Pension$1.8M (14)
Bank & Cash$749K (9)
Mutual Funds$372K (10)
LLC / Partnership$175K (1)
Other$33K (1)
Top Stock Holdings (from trades)
All Assets (73)
| Asset | Value |
|---|---|
33 Park Road, #7 Burlingame, CA 94010, US | $500,001 - $1,000,000 |
4305 Auburn Blvd Sacramento, CA 95841, US | $1,000,001 - $5,000,000 |
6025 Sonegate Drive Sacramento, CA 94080, US | $250,001 - $500,000 |
730 Alhambra Sacramento, CA 95816, US | $1,000,001 - $5,000,000 |
American Century (IRA) Vista | $1,001 - $15,000 |
Ameriprise (IRA) International Fund | $1,001 - $15,000 |
Bank of America (Assets) | $15,001 - $50,000 |
Charles Schwab - Black Diamond (formerly known as Black Diamond) | $1,001 - $15,000 |
| $1,001 - $15,000 | |
| $1 - $1,000 | |
Daytonabrands Stock | $15,001 - $50,000 |
| $15,001 - $50,000 | |
Charles Schwab (Assets) | $1,001 - $15,000 |
| $1,001 - $15,000 | |
| $15,001 - $50,000 | |
Charles Schwab IRA | $15,001 - $50,000 |
| $15,001 - $50,000 | |
Schwab Money Market Fund (Charles Schwab Strategic) | $50,001 - $100,000 |
| $15,001 - $50,000 | |
| $1,001 - $15,000 | |
Charles Schwab Change Growth Fund America Stock | $1 - $1,000 |
| $1 - $1,000 | |
| $1,001 - $15,000 | |
| $50,001 - $100,000 | |
| $1,001 - $15,000 | |
| $1,001 - $15,000 | |
| $1 - $1,000 | |
Charles Schwab (Trust) Schwab Money Market Fund | $15,001 - $50,000 |
| $1,001 - $15,000 | |
| $15,001 - $50,000 | |
Charles Schwab Savings Plus (401k) Short-term Investment Fund | $1,001 - $15,000 |
Charles Schwab Savings Plus 401(k) International Fund | $50,001 - $100,000 |
Charles Schwab Savings Plus 401(k) Large Cap Fund | $50,001 - $100,000 |
| $1 - $1,000 | |
DWS Emerging Market Mutual | $15,001 - $50,000 |
First Medical Group (FKA) | $1 - $1,000 |
| $1 - $1,000 | |
Chartwell Health, Inc. Stock | $1 - $1,000 |
Charles Schwab Interactive Stock | $1,001 - $15,000 |
Charles Schwab Syphase Technologies, Inc. | $1 - $1,000 |
Charles Schwab Value Money Market | $250,001 - $500,000 |
Charles Schwab Star Scientific, Inc. Stock | $1 - $1,000 |
| $1 - $1,000 | |
Charles Schwab Zap.com Corp Stock | $1 - $1,000 |
| $1 - $1,000 | |
| $1,001 - $15,000 | |
| $1,001 - $15,000 | |
City National Bank Account | $1,001 - $15,000 |
City National Bank Accounts | $15,001 - $50,000 |
Federal Thrift Savings Plan | $100,001 - $250,000 |
Fidelity - EDU CA Guaranteed Option Fund | $50,001 - $100,000 |
Gabelli Asset Fund | $1,001 - $15,000 |
Gabelli Small Capital Growth | $15,001 - $50,000 |
Med America 401(k) - Retirement Fund | $250,001 - $500,000 |
New California Ins Mun A Fund | $50,001 - $100,000 |
| $1 - $1,000 | |
Reed Weimer/Conan - Book Agreement | $15,001 - $50,000 |
| $15,001 - $50,000 | |
| $15,001 - $50,000 | |
Schwab Seraph Partus II Stock | $50,001 - $100,000 |
Sterling Bank | $100,001 - $250,000 |
Sterling Bank | $5,001 - $15,000 |
Sterling Bank - Speier Family Partners (Assets) | $100,001 - $250,000 |
Speier Investment Solutions Stock (CA) CA, US | $1,000,001 - $5,000,000 |
U.S. Bank - Speier Family Partners | $50,001 - $100,000 |
U.S. Bank Accounts | $15,001 - $50,000 |
Vanguard (IRA) Explorer 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) International Value Fund | $100,001 - $250,000 |
Vanguard (IRA) Windsor II Fund Adm | $100,001 - $250,000 |
Vanguard (IRA) Federal Money Market Fund | $1,001 - $15,000 |
VA, US | $15,001 - $50,000 |
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).