Michelle Steel
Michelle Steel (CA-48) disclosed a net worth range between $3.8M and $15.5M in their 2023 annual filing.
Compare this disclosure with the House of Representatives net worth rankings .
Net worth
Estimated from the ranges in the member's annual financial disclosures: the band runs from the sum of disclosed asset minimums less liability maximums up to the sum of asset maximums less liability minimums. Only electronically filed reports are read — a missing year means no electronic filing, not zero net worth.
Disclosed net worth band, 2021 to 2023
| Year | Filed | Net worth band |
|---|---|---|
| 2023 | 2024-08-08 | $3.8M – $15.5M |
| 2022 | 2023-08-10 | $2M – $9.4M |
| 2021 | 2022-05-16 | $1.1M – $4.7M |
Recent stock trades
No stock trade has been disclosed for this member, so there is no reconstructed portfolio and no performance estimate. Periodic transaction reports cover securities trades only — the assets above are the member's full disclosed holdings.
Assets and liabilities
Disclosed assets
The assets Michelle Steel itemised in their 2023 annual report, largest bracket first. Descriptions are the filer's own wording, and each value is the bracket they checked on the form — never a reported amount.
| Description | Type | Income | Value |
|---|---|---|---|
| Bank of Hope MMA #0467 | BA |
$2.5K - $5K
Interest
|
$1M - $5M |
| Shawn Steel Law Firm | OL |
$1M - $5M
Law Firm
|
$1M - $5M |
| Bank of Hope savings #3844 | BA |
$201 - $1K
Interest
|
$500K - $1M |
| CA Infra & E Dev BK 13034ATG5 | GS |
$2.5K - $5K
Interest
|
$100K - $250K |
| CA Infra & E Dev Bk 5% due 7/1/33 | GS |
$2.5K - $5K
Interest
|
$100K - $250K |
| Leander TX ISD 5% due 8/15/24 - 521841WF9 | GS |
$2.5K - $5K
Interest
|
$100K - $250K |
| Massachusetts St 5% due 1/1/25 - 57582RWF9 | GS |
$2.5K - $5K
Interest
|
$100K - $250K |
| San Diego CA Trans 5% due 4/1/29 | GS |
$2.5K - $5K
Interest
|
$100K - $250K |
| San Francisco CO CA Cop 5% due 4/1/28 | GS |
$2.5K - $5K
Interest
|
$100K - $250K |
| Tulare County Calif 5% due 2/1/4 - 89915CAJ9 | GS |
$2.5K - $5K
Interest
|
$100K - $250K |
| CA State GO UTX 5% due 11/1/28 | GS |
$2.5K - $5K
Interest
|
$50K - $100K |
| California Health F 5% due 11/15/26 | GS |
$2.5K - $5K
Interest
|
$50K - $100K |
| California St Dept 5% due 12/1/25 - 13067WRS3 | GS |
$2.5K - $5K
Interest
|
$50K - $100K |
| East Bay CA Regl 5% due 9/01/27 | GS |
$2.5K - $5K
Interest
|
$50K - $100K |
| Glenmede Quant US Large GTLLX | MF |
$2.5K - $5K
Dividends
|
$50K - $100K |
| IShares Core S & P US IUSG | EF |
$201 - $1K
Dividends
|
$50K - $100K |
| KS ST Dept Trans 5% due 9/1/24 - 485424SA4 | GS |
$2.5K - $5K
Interest
|
$50K - $100K |
| MFS International Intrin MINIX | MF |
$5K - $15K
Dividends
|
$50K - $100K |
| S Steel IRA ⇒ Baird Core Plus Bond Ins BCOIX | MF |
Tax-Deferred
|
$50K - $100K |
| S Steel IRA ⇒ iShares MSCI EAFE Small Cap ETF | EF |
Tax-Deferred
|
$50K - $100K |
| San Diego CA PFA SW 5% due 5/15/27 | GS |
$2.5K - $5K
Interest
|
$50K - $100K |
| Schwab US Large Cap ETF SCHX | EF |
$201 - $1K
Dividends
|
$50K - $100K |
| Schwab US Small Cap ETF SCHA | EF |
$1K - $2.5K
Dividends
|
$50K - $100K |
| Turlock CA IRR Dist 5% due 1/1/25 - 900190JT7 | GS |
$2.5K - $5K
Interest
|
$50K - $100K |
| Charles Schwab Money Market Account | BA |
$201 - $1K
Interest
|
$15K - $50K |
| Fidelity MSCI Comm SRV FCOM | EF |
$1 - $200
Dividends
|
$15K - $50K |
| IShares MSCI EAF Min Vol EFAV | EF |
$1K - $2.5K
Dividends
|
$15K - $50K |
| IShares MSCI EAFE Small SCZ | EF |
$1K - $2.5K
Dividends
|
$15K - $50K |
| Invesco S & P 500 Equal RSP | EF |
$201 - $1K
Dividends
|
$15K - $50K |
| Invesco S & P Invesco S & P RYF | EF |
$201 - $1K
Dividends
|
$15K - $50K |
| Invesco S & P Smallcap Low XSLV | EF |
$201 - $1K
Dividends
|
$15K - $50K |
| Investco S & P 500 Low SPLV | EF |
$201 - $1K
Dividends
|
$15K - $50K |
| Janus Henderson Global L JFNIX | MF |
$2.5K - $5K
Dividends
|
$15K - $50K |
| S Steel IRA ⇒ Janus Henderson Global Life Sciences JFNIX | MF |
Tax-Deferred
|
$15K - $50K |
| S Steel IRA ⇒ Pimco Income Instl PIMIX | MF |
Tax-Deferred
|
$15K - $50K |
| S Steel IRA ⇒ SPDR Fund Consumer Discre Sel XLY | EF |
Tax-Deferred
|
$15K - $50K |
| S Steel IRA ⇒ SPDR S & P 500 ETF SPY | EF |
Tax-Deferred
|
$15K - $50K |
| S Steel IRA ⇒ Schwab Value Advantage Money Fund (SWVXX) | MF |
Tax-Deferred
|
$15K - $50K |
| S Steel IRA ⇒ Select Str Financial XLF | EF |
Tax-Deferred
|
$15K - $50K |
| S Steel IRA ⇒ Technology Select Sector XLK | EF |
Tax-Deferred
|
$15K - $50K |
| S Steel IRA ⇒ Vanguard Inflation-Protected VAIPX | MF |
Tax-Deferred
|
$15K - $50K |
| S Steel IRA ⇒ Vanguard Short-Term Inve VFSUX | MF |
Tax-Deferred
|
$15K - $50K |
| SPDR Fund Consumer XLY | EF |
$1 - $200
Dividends
|
$15K - $50K |
| Schwab Fundamental International Lg Company Idx Fd Insti Shs (SFNNX) | MF |
$201 - $1K
Dividends
|
$15K - $50K |
| Schwab Government Money Market Funds SWGXX | BA |
$1 - $200
Dividends
|
$15K - $50K |
| Schwab International SCHF | EF |
$1K - $2.5K
Dividends
|
$15K - $50K |
| Select Str Financial XLF | EF |
$201 - $1K
Dividends
|
$15K - $50K |
| Vanguard Equity-Income A VEIRX | MF |
$2.5K - $5K
Dividends
|
$15K - $50K |
| Vanguard Information VGT | EF |
$201 - $1K
Dividends
|
$15K - $50K |
| Vanguard International G VWILX | MF |
$201 - $1K
Dividends
|
$15K - $50K |
| Energy Select Sector XLE | EF |
$201 - $1K
Dividends
|
$1K - $15K |
| Hope Bancorp, Inc. (HOPE) | ST |
$1 - $200
Dividends
|
$1K - $15K |
| Invesco S & P Emerging EELV | EF |
$1 - $200
Dividends
|
$1K - $15K |
| PIMCO RAE Emerging Markets Fund Class INSTL (PEIFX) | MF |
$201 - $1K
Dividends
|
$1K - $15K |
| S Steel IRA ⇒ Columbia Dividend Income CDDRX | MF |
Tax-Deferred
|
$1K - $15K |
| S Steel IRA ⇒ Energy Select Sector XLE | EF |
Tax-Deferred
|
$1K - $15K |
| S Steel IRA ⇒ Fidelity MSCI Comm SRV FCOM | EF |
Tax-Deferred
|
$1K - $15K |
| S Steel IRA ⇒ Fidelity Small Cap Growth Fund Class Z (FIDGX) | MF |
Tax-Deferred
|
$1K - $15K |
| S Steel IRA ⇒ Janus Henderson Global Real Estate JERIX | MF |
Tax-Deferred
|
$1K - $15K |
| S Steel IRA ⇒ Lord Abbett Short Duration LLDYX | MF |
Tax-Deferred
|
$1K - $15K |
| S Steel IRA ⇒ MFS International Intrin MINIX | MF |
Tax-Deferred
|
$1K - $15K |
| S Steel IRA ⇒ MFS New Discovery Value NDVIX | MF |
Tax-Deferred
|
$1K - $15K |
| S Steel IRA ⇒ SPDR Fund Consumer Staples XLP | EF |
Tax-Deferred
|
$1K - $15K |
| S Steel IRA ⇒ Schwab FDMTL Intl LG CO SFNNX | MF |
Tax-Deferred
|
$1K - $15K |
| S Steel IRA ⇒ Schwab Government Money Market Fund SWGXX | BA |
Tax-Deferred
|
$1K - $15K |
| S Steel IRA ⇒ Schwab US Large Cap ETF SCHX | EF |
Tax-Deferred
|
$1K - $15K |
| S Steel IRA ⇒ Select Sector Industrial XLI | EF |
Tax-Deferred
|
$1K - $15K |
| S Steel IRA ⇒ Select Sector UTI Select XLU | EF |
Tax-Deferred
|
$1K - $15K |
| SPDR Fund Materials XLB | EF |
$201 - $1K
Dividends
|
$1K - $15K |
| Select Sector Industrial XLI | EF |
$1 - $200
Dividends
|
$1K - $15K |
| Starbucks Corporation (SBUX) | ST |
$1 - $200
Dividends
|
$1K - $15K |
Disclosed liabilities
The liabilities itemised in the 2023 annual report, largest bracket first. These are the amounts subtracted when the net worth band above is rolled up.
| Description | Amount owed |
|---|---|
| personal residence mortgage (Docenmuehle Mortgage) | $250K - $500K |