Sheila Jackson Lee
Sheila Jackson Lee Net Worth & Financial Disclosure
houseAnnual financial disclosure for 2013, filed December 13, 2013. Includes 18 assets and 5 liabilities.
Est. Net Worth
$4.7M
2013 annual disclosure
Total Assets
$2.4M - $8M
18 assets
Total Liabilities
$315K - $750K
5 liabilities
Total Trades
9
From PTR filings
Trade Volume
$532K
Midpoint of disclosed ranges
Net Worth Over Time
Show data table
| Period | Est. net worth |
|---|---|
| 2008 | $38M |
| 2009 | -$67K |
| 2010 | $933K |
| 2010 | $909K |
| 2011 | $233K |
| 2011 | $326K |
| 2012 | $309K |
| 2012 | $322K |
| 2013 | $203K |
| 2013 | $4.7M |
Assets by Category
LLC / Partnership$3M (2)
Retirement & Pension$1.1M (3)
Mutual Funds$631K (6)
Gov. Securities$375K (1)
Bank & Cash$66K (4)
Stocks$8K (1)
Other$0 (1)
Top Stock Holdings (from trades)
All Assets (18)
| Asset | Value |
|---|---|
LOJ, Inc. Houston, TX, US | $1,000,001 - $5,000,000 |
Woodforest Bank (Checking) | $15,001 - $50,000 |
Woodforest Bank (Savings) | $15,001 - $50,000 |
Invesco Balanced C L A | $250,001 - $500,000 |
Fidelity Municipal Bonds | $250,001 - $500,000 |
First Eagle Global Class A | $15,001 - $50,000 |
Federated Kaufmann Fund Class A | $1,001 - $15,000 |
Prudential Jennison Media | $15,001 - $50,000 |
Fidelity Balanced Fund - Tax Exempt Municipal - Optional Retirement | $100,001 - $250,000 |
ING 403b - VT21445 - Tax Deferred | $500,001 - $1,000,000 |
American International Group 403b | $250,001 - $500,000 |
Pioneer Mutual Fund | $1,001 - $15,000 |
LMAM Private | $1,001 - $15,000 |
JP Morgan IRA Brokerage Account | $1,001 - $15,000 |
| $1,001 - $15,000 | |
White Energy Credit Union | $1 - $1,000 |
White Energy Credit Union | $1 - $1,000 |
Credit Cards from Penn Credit Union | N/A |
Liabilities (5)
| Creditor | Type | Amount |
|---|---|---|
| Unity Bank, Houston, TX | mortgage | $100,001 - $250,000 |
| Wright-Patt Credit Union | other | $50,001 - $100,000 |
| Wells Fargo Bank | other | $50,001 - $100,000 |
| Chase Manhattan Bank | mortgage | $100,001 - $250,000 |
| Sallie Mae | other | $15,001 - $50,000 |
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).