Sheila Jackson Lee Net Worth & Financial Disclosure

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Annual financial disclosure for 2012, filed August 10, 2012. Includes 25 assets and 6 liabilities.

Year:

2013 2012 2011 2010 2009 2008

Est. Net Worth

$309K

2012 annual disclosure

Total Assets

$356K - $826K

25 assets

Total Liabilities

$165K - $400K

6 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

Retirement & Pension$448K (5)

Stocks$75K (7)

Mutual Funds$36K (6)

Bank & Cash$33K (6)

Other$0 (1)

Top Stock Holdings (from trades)

All Assets (25)

Asset	Type	Owner	Value	Income
First National Bank & Trust (Checking & Savings)	Bank & Cash	Self	$15,001 - $50,000	Interest $201 - $1,000
YouTube (Google)(GOOGL)	Stocks	Self	$50,001 - $100,000	Capital Gains $1,001 - $2,500
MML 403(b)	Retirement & Pension	Self	$100,001 - $250,000	None
MML Annuity	Retirement & Pension	Self	$50,001 - $100,000	None
Pioneer Mutual Fund	Mutual Funds	Self	$15,001 - $50,000	Dividends $1,001 - $2,500
MM2 IRA	Retirement & Pension	Self	$100,001 - $250,000	Dividends; Capital Gains $1,001 - $2,500
Exxon(XOM)	Stocks	Self	N/A	Dividends $201 - $1,000
Fidelity Advisor	Mutual Funds	Self	N/A	Dividends $201 - $1,000
Prudential(PRU)	Stocks	Self	N/A	Dividends $201 - $1,000
American Funds	Mutual Funds	Self	N/A	Dividends $201 - $1,000
AARP Fund	Mutual Funds	Self	N/A	Dividends $201 - $1,000
RE Realty	Stocks	Self	N/A	Dividends $201 - $1,000
Columbia Energy	Stocks	Self	N/A	Dividends $201 - $1,000
Deloitte & Touche	Other	Self	N/A	Dividends $1 - $200
Occidental Petroleum(OXY)	Stocks	Self	N/A	Dividends $201 - $1,000
Wells Fargo(WFC)	Stocks	Self	N/A	Dividends $201 - $1,000
Credit Union	Bank & Cash	Self	N/A	Interest $1 - $200
United Energy Credit Union	Bank & Cash	Self	N/A	Interest $1 - $200
JPMorgan Chase(JPM)	Bank & Cash	Self	N/A	Interest $1 - $200
Bank One	Bank & Cash	Self	N/A	Interest $1 - $200
Capital Credit Union	Bank & Cash	Self	N/A	Interest $1 - $200
ING 403b Annuity (Growth Portfolio VT 2566; Moderate Portfolio VT 2164)	Retirement & Pension	Self	N/A	None
MML Annuity (Traditional IRA)	Retirement & Pension	Self	$23,000 - $23,000	None
First Investor Mutual Fund	Mutual Funds	Self	N/A	None
Pioneer Mutual Fund	Mutual Funds	Self	$3,400 - $3,400	None

Liabilities (6)

Creditor	Type	Amount	Rate	Term
Dennis B. Fookes	other	$50,001 - $100,000	—	—
Sallie Mae Servicing	other	$15,001 - $50,000	—	—
V.I.A. - Liberty Retail Credit Union	credit card	$100,001 - $250,000	—	—
Wells Fargo Bank	other	N/A	—	—
Sallie Mae	other	N/A	—	—
Chase Manhattan	mortgage	N/A	—	—

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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).