Sheila Jackson Lee Net Worth & Financial Disclosure

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Annual financial disclosure for 2013, filed August 16, 2013. Includes 15 assets and 4 liabilities.

Year:

2013 2012 2011 2010 2009 2008

Est. Net Worth

$203K

2013 annual disclosure

Total Assets

$281K - $715K

15 assets

Total Liabilities

$175K - $415K

4 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$383K (3)

Mutual Funds$108K (5)

Bank & Cash$8K (3)

ETFs$0 (1)

Stocks$0 (3)

Top Stock Holdings (from trades)

All Assets (15)

Asset	Type	Owner	Value	Income
First Investors Funds	Mutual Funds	Self	$15,001 - $50,000	Dividends $201 - $1,000
Woodforest Bank Account	Bank & Cash	Self	$1,001 - $15,000	Interest $1 - $200
ING 403(b) Annuity	Retirement & Pension	Self	$100,001 - $250,000	Tax-Deferred
MML Annuity	Retirement & Pension	Self	$15,001 - $50,000	Tax-Deferred
Pioneer Mutual Fund	Mutual Funds	Self	$50,001 - $100,000	Dividends $201 - $1,000
DMZ IRA	Retirement & Pension	Self	$100,001 - $250,000	None
Fidelity Advisor New Insight CL	Mutual Funds	Self	N/A	None
Vanguard ETF	ETFs	Self	N/A	None
Roberts FD Class	Mutual Funds	Self	N/A	None
CB Raithree Ellis	Mutual Funds	Self	N/A	None
Occidental Petroleum(OXY)	Stocks	Self	N/A	Dividends $201 - $1,000
Wright Admin.	Bank & Cash	Self	N/A	Interest $201 - $1,000
IBM Common(IBM)	Stocks	Self	N/A	Dividends $201 - $1,000
United Energy	Stocks	Self	N/A	Dividends $201 - $1,000
Capital Credit Union	Bank & Cash	Self	N/A	Interest $1 - $200

Liabilities (4)

Creditor	Type	Amount	Rate	Term
Wells Fargo Bank	other	$100,001 - $250,000	—	—
Sallie Mae	student loan	$50,001 - $100,000	—	—
Visa - Wright Pattman Credit Union	credit card	$10,001 - $15,000	—	—
Chase Manhattan	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).