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 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

$441K

Midpoint of disclosed ranges

Net Worth Over Time

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

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

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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).