Sheila Jackson Lee Net Worth & Financial Disclosure

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Annual financial disclosure for 2009, filed August 14, 2009. Includes 16 assets and 3 liabilities.

Year:

2013 2012 2011 2010 2009 2008

Est. Net Worth

-$67K

2009 annual disclosure

Total Assets

$116K - $315K

16 assets

Total Liabilities

$165K - $400K

3 liabilities

Total Trades

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

Mutual Funds$175K (2)

Insurance$33K (1)

Stocks$8K (3)

Retirement & Pension$0 (2)

Real Estate$0 (2)

LLC / Partnership$0 (1)

Bank & Cash$0 (5)

Top Stock Holdings (from trades)

All Assets (16)

Asset	Type	Owner	Value	Income
First Investors Tax Exempt	Mutual Funds	Self	$100,001 - $250,000	Dividends $201 - $1,000
Metropolitan Life Insurance Co.	Insurance	Self	$15,001 - $50,000	None
Sprint(S)	Stocks	Self	$1,001 - $15,000	None
Pension - Christ Hospital	Retirement & Pension	Self	N/A	None
Boeing Stock(BA)	Stocks	Self	N/A	Dividends
Company Managed Assets	Retirement & Pension	Self	N/A	Other
Daleville & C.	Real Estate	Self	N/A	Rent
Olin Petroleum(OLN)	Stocks	Self	N/A	Dividends
Wright Union Market	LLC / Partnership	Self	N/A	Other
Drk Lane	Real Estate	Self	N/A	Rent
Central Penns (Credit Union)	Bank & Cash	Self	N/A	Interest
Capital Credit Union	Bank & Cash	Self	N/A	Interest
Woodforest Bank	Bank & Cash	Self	N/A	Interest
National Bank	Bank & Cash	Self	N/A	Interest
Bank One	Bank & Cash	Self	N/A	Interest
USAA Mutual (936)	Mutual Funds	Self	N/A	Dividends

Liabilities (3)

Creditor	Type	Amount	Rate	Term
BILLS Auto Bank	other	$15,001 - $50,000	—	—
Silver Merchants CRED	other	$50,001 - $100,000	—	—
Chase Manhattan	mortgage	$100,001 - $250,000	—	—

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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).