Sheila Jackson Lee Net Worth & Financial Disclosure

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Annual financial disclosure for 2011, filed August 5, 2011. Includes 15 assets and 3 liabilities.

Year:

2013 2012 2011 2010 2009 2008

Est. Net Worth

$233K

2011 annual disclosure

Total Assets

$272K - $759K

15 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

Other$266K (4)

Retirement & Pension$175K (1)

Mutual Funds$65K (5)

Bank & Cash$10K (5)

Top Stock Holdings (from trades)

All Assets (15)

Asset	Type	Owner	Value	Income
Fidelity Mutual Fund	Mutual Funds	Self	$1,001 - $15,000	Dividends $1 - $200
Wells Fargo Bank Account	Bank & Cash	Self	$1,001 - $15,000	Interest $201 - $1,000
ING (433) Annuity	Other	Self	$50,001 - $100,000	Other $1,001 - $2,500
SMH Annuity	Other	Self	$100,001 - $250,000	Other $5,001 - $15,000
Royce Mutual Fund	Mutual Funds	Self	$15,001 - $50,000	Dividends $201 - $1,000
MML IRA	Retirement & Pension	Spouse	$100,001 - $250,000	Dividends $1 - $200
Dr Bellfort Income Fund	Mutual Funds	Self	$1,001 - $15,000	Dividends $1 - $200
Dr Bellfort Growth Fund	Mutual Funds	Self	$1,001 - $15,000	Dividends $1 - $200
Upshift Growth Fund	Mutual Funds	Self	$1,001 - $15,000	Dividends $1 - $200
Citi Energy Unit	Other	Self	$1,001 - $15,000	Dividends $1 - $200
Carlson & Lawson	Other	Self	$1,001 - $15,000	Dividends $1 - $200
DC Bank One Washington, DC, US	Bank & Cash	Self	$1 - $1,000	Interest $1 - $200
Bank One	Bank & Cash	Self	$1 - $1,000	Interest $1 - $200
Bank One (Delete)	Bank & Cash	Self	$1 - $1,000	Interest $1 - $200
Wells Fargo (Delete)	Bank & Cash	Self	$1 - $1,000	Interest $1 - $200

Liabilities (3)

Creditor	Type	Amount	Rate	Term
Wells Fargo Bank	other	$100,001 - $250,000	—	—
Sallie Mae Servicing Co	other	$50,001 - $100,000	—	—
USAA	credit card	$15,001 - $50,000	—	—

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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).