Jackie Speier
Jackie Speier Net Worth & Financial Disclosure
houseAnnual financial disclosure for 2012, filed July 9, 2012. Includes 78 assets and 1 liabilities.
Est. Net Worth
$22.8M
2012 annual disclosure
Total Assets
$9.3M - $37.7M
78 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
Stocks$15.6M (32)
Real Estate$4.1M (3)
Mutual Funds$2M (20)
Bank & Cash$840K (12)
Retirement & Pension$832K (8)
Other$108K (2)
Insurance$8K (1)
Top Stock Holdings (from trades)
All Assets (78)
| Asset | Value |
|---|---|
33 Park Road #7 Burlingame, CA, US | $500,001 - $1,000,000 |
4305 American River Drive Sacramento, CA, US | $1,000,001 - $5,000,000 |
620 Stonegate Drive S. San Francisco, CA, US | $250,001 - $500,000 |
American Century (IRA) Vista | $1,001 - $15,000 |
American Century (IRA) International Fund | $1,001 - $15,000 |
Ains Capital - Closed-end Mutual Fund | $50,001 - $100,000 |
Bank of America (Assets) | $15,001 - $50,000 |
Charles Schwab - Ascent Stock | $1 - $1,000 |
Charles Schwab - BlackRock Equity Dividend Fund (formerly Claris Corp Stock) | $1,001 - $15,000 |
Charles Schwab - Harbinger Stock | $1 - $1,000 |
| $1,001 - $15,000 | |
| $1 - $1,000 | |
| $15,001 - $50,000 | |
Charles Schwab (Assets) | $1 - $1,000 |
| $1,001 - $15,000 | |
| $15,001 - $50,000 | |
| $15,001 - $50,000 | |
Charles Schwab (IRA) Schwab Money Market Fund | $50,000 - $100,000 |
Charles Schwab (IRA) Schwab Money Market Fund | $15,001 - $50,000 |
| $15,001 - $50,000 | |
| $50,001 - $100,000 | |
| $1,001 - $15,000 | |
Money Market (Charles Schwab Strategic) | $100,001 - $250,000 |
| $1,001 - $15,000 | |
| $1 - $1,000 | |
| $1,001 - $15,000 | |
| $15,001 - $50,000 | |
| $1,001 - $15,000 | |
| $15,001 - $50,000 | |
Pac-West Telecomm., Inc. Stock (Charles Schwab Trust) | $1 - $1,000 |
Schwab Investment Fund (Charles Schwab Trust) | $15,001 - $50,000 |
| $1,001 - $15,000 | |
| $15,001 - $50,000 | |
Charles Schwab Community Property Money Market | $100,001 - $250,000 |
Charles Schwab Money Market | $1 - $1,000 |
Charles Schwab Savings Plus (401k) Short-term Investment | $1,001 - $15,000 |
Charles Schwab Savings Plus International Fund | $15,001 - $50,000 |
Charles Schwab Savings Plus Large Cap Fund | $50,001 - $100,000 |
Charles Schwab America Stock | $1 - $1,000 |
Charles Schwab Discovery Holding Co. Stock | $1 - $1,000 |
DWS Emerging Market Mutual Fund | $15,001 - $50,000 |
Charles Schwab First Group | $1 - $1,000 |
Charles Schwab Christopher Graham-Field Health, PR Stock | $1 - $1,000 |
| $1 - $1,000 | |
Charles Schwab Liberty Media Interactive Stock | $1,001 - $15,000 |
Charles Schwab Mphase Technologies, Inc. Stock | $1 - $1,000 |
Charles Schwab Schwab Value Money Market | $500,001 - $1,000,000 |
Charles Schwab Thematic Stock Trends | $1 - $1,000 |
| $1,001 - $15,000 | |
| $1,001 - $15,000 | |
City National Bank Account | $1 - $1,000 |
City National Bank Accounts | $1,001 - $15,000 |
Damos Shipping Co. | $15,001 - $50,000 |
Federal Thrift Savings Plan | $50,001 - $100,000 |
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 |
Guardian (Whole Life Insurance) | $1,001 - $15,000 |
| $250,001 - $500,000 | |
Nuveen California Ins Muni A Fund | $50,001 - $100,000 |
| $1 - $1,000 | |
Rowe Price/WeiserConan - Book Value | $1,001 - $15,000 |
| $15,001 - $50,000 | |
| $50,001 - $100,000 | |
Schwab Searph Parturs II Stock | $50,001 - $100,000 |
Sterling Bank | $15,001 - $50,000 |
Sterling Bank | $100,001 - $250,000 |
Sterling Bank - Speier Family Partners (Assets) | $15,001 - $50,000 |
| $5,000,001 - $25,000,000 | |
U.S. Bank - Speier Family Partners | $100,001 - $250,000 |
US Bank Accounts | $15,001 - $50,000 |
Vanguard (IRA) Explorer Admiral | $100,001 - $250,000 |
Vanguard (IRA) Growth Equity Fund | $100,001 - $250,000 |
Vanguard (IRA) International Growth Adm Fund | $250,001 - $500,000 |
Vanguard (IRA) International Value Fund | $100,001 - $250,000 |
Vanguard (IRA) Wellington Adm. | $100,001 - $250,000 |
Vanguard (IRA) Federal Money Market Fund | $1,001 - $15,000 |
VIRXSYS, Corp. VA, US | $50,001 - $100,000 |
Liabilities (1)
| Creditor | Type | Amount |
|---|---|---|
| Wells Fargo, California | 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).