Jackie Speier
Jackie Speier (CA-14) disclosed a net worth range between $6.3M and $19.8M in their 2021 annual filing.
Compare this disclosure with the House of Representatives net worth rankings .
Trading
Purchases and sales by quarter
SCHP is the most traded stock
11.1% of trades carry 66% of the disclosed dollars
Amounts are disclosed as ranges, so dollar shares use each range's midpoint and are estimates.
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 2021
| Year | Filed | Net worth band |
|---|---|---|
| 2021 | 2022-08-05 | $6.3M – $19.8M |
Recent stock trades
| Date | Stock | Type | Owner | Amount | Filed | Lag |
|---|---|---|---|---|---|---|
| 2018-10-22 | ABX ST · Barrick gold Corporation (aBX) | Buy | — | $1K - $15K | 2018-11-01 | 10d |
| 2018-07-30 | XYL ST · Xylem Inc. Common Stock New (XYl) | Sell | — | $1K - $15K | 2018-08-02 | 3d |
| 2018-07-30 | GE ST · general Electric Company (gE) | Sell | — | $1K - $15K | 2018-08-02 | 3d |
| 2018-07-30 | F ST · Ford Motor Company (F) | Sell | — | $1K - $15K | 2018-08-02 | 3d |
| 2018-07-30 | CSCO ST · Cisco Systems, Inc. (CSCO) | Sell | — | $1K - $15K | 2018-08-02 | 3d |
| 2018-07-30 | FB ST · Facebook, Inc. - Class a (FB) | Buy | — | $15K - $50K | 2018-08-01 | 2d |
| 2018-03-13 | SCHP Schwab u.S. TIPs ETF (SCHP) | Buy | SP | $100K - $250K | 2018-03-13 | 0d |
| 2017-06-16 | AAPL apple Inc. (aaPl) | Buy | — Charles Schwab | $1K - $15K | 2017-06-21 | 5d |
| 2017-06-16 | AMZN amazon.com, Inc. (aMZN) | Buy | — Charles Schwab | $1K - $15K | 2017-06-21 | 5d |
Estimated portfolio performance
Price return of the portfolio reconstructed from this member's disclosed trades over each trailing window, versus the S&P 500 (SPY), as of 2026-11-13. Trade sizes are disclosed only as ranges, so every figure is an estimate. Returns use comparable raw closes and exclude dividends; a window crossing a captured split is left unavailable instead of mixing price bases.
No Performance Estimate
This member hasn't disclosed enough priced trades to estimate a portfolio return yet.
Reconstructed holdings
The portfolio reconstructed from this member's disclosed Purchase and Sale trades: net shares valued at the latest close (2026-11-13). Sizes come from disclosed amount ranges, so share counts, values, and weights are all estimates.
No Reconstructed Holdings
No open positions could be reconstructed from this member's disclosed trades.
Assets and liabilities
Disclosed assets
The assets Jackie Speier itemised in their 2021 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 |
|---|---|---|---|
| Rental Property #1 | RP |
$100K - $1M
Rent
|
$1M - $5M |
| Vanguard TIPS | MF | — | $1M - $5M |
| Charles Schwab Money Market | MF |
$2.5K - $5K
Dividends
|
$500K - $1M |
| DC Property | RP |
$5K - $15K
Rent
|
$500K - $1M |
| Rental Property #2 | RP |
$15K - $50K
Rent
|
$500K - $1M |
| Rental Property #3 | RP |
$15K - $50K
Rent
|
$500K - $1M |
| SCHIP Schwab US Tips | EF | — | $500K - $1M |
| Verus Stock (privately held) | PS |
$1K - $2.5K
Dividends
|
$500K - $1M |
| Marcus by Goldman Sachs | BA |
$201 - $1K
Interest
|
$250K - $500K |
| US Bank | BA |
$1 - $200
Interest
|
$250K - $500K |
| Co-owned Property | RP | — | $100K - $250K |
| Nuveen California Ins. Muni Fund | MF |
$1K - $2.5K
Dividends
|
$100K - $250K |
| Sterling Trust Seraph Partners II Stock | PS | — | $100K - $250K |
| Vanguard Explorer Admiral Fund | MF |
$15K - $50K
Dividends
|
$100K - $250K |
| Windsor II Fund Adm | MF |
$15K - $50K
Dividends
|
$100K - $250K |
| American Funds Euro Pacific GR R5 | MF |
$201 - $1K
Dividends
|
$50K - $100K |
| Ares Capital Closed End Mutual Fund | MF |
$201 - $1K
Dividends
|
$50K - $100K |
| NRS International Fund | MF |
$5K - $15K
Dividends
|
$50K - $100K |
| NRS Large Cap Fund | MF |
$1K - $2.5K
Dividends
|
$50K - $100K |
| Schwab Muni Bond Fund | MF |
$1K - $2.5K
Dividends
|
$50K - $100K |
| Schwab US Small Cap | EF | — | $50K - $100K |
| Amazon.com, Inc. (AMZN) | ST | — | $15K - $50K |
| Ameriprise International Fund | MF |
$201 - $1K
Dividends
|
$15K - $50K |
| Apple Inc. (AAPL) | ST | — | $15K - $50K |
| Bank of America Corporation (BAC) | ST |
$1 - $200
Dividends
|
$15K - $50K |
| Carus Corp. Mutual Fund | MF |
$1 - $200
Dividends
|
$15K - $50K |
| Danos Corp | MF |
$201 - $1K
Dividends
|
$15K - $50K |
| Deutsche Bank Emerging Market Fund | MF |
$201 - $1K
Dividends
|
$15K - $50K |
| Facebook, Inc. - Class A (FB) | ST | — | $15K - $50K |
| Gabelli Asset Fund | MF | — | $15K - $50K |
| Gabelli Small Capital Growth | MF |
$201 - $1K
Dividends
|
$15K - $50K |
| Intel Corporation (INTC) | ST | — | $15K - $50K |
| Invesco Equity Real Security | MF |
$201 - $1K
Dividends
|
$15K - $50K |
| Microsoft Corporation (MSFT) | ST |
$201 - $1K
Dividends
|
$15K - $50K |
| PIMCO Total Return Instl. | MF |
$1K - $2.5K
Dividends
|
$15K - $50K |
| Philz Coffee | PS | — | $15K - $50K |
| Schwab Total Stock Market Index | MF |
$1K - $2.5K
Dividends
|
$15K - $50K |
| Value ADV Money INSG | MF |
$201 - $1K
Dividends
|
$15K - $50K |
| Xylem Inc. Common Stock New (XYL) | ST |
$1 - $200
Dividends
|
$15K - $50K |
| American Funds Investment Co. | MF |
$201 - $1K
Dividends
|
$1K - $15K |
| Barrick Gold Corporation Common Stock (ABX) | ST | — | $1K - $15K |
| Discovery Holdings Ltd Ordinary Shares | MF |
$1 - $200
Dividends
|
$1K - $15K |
| Dodge & Cox International Fund | MF |
$1 - $200
Dividends
|
$1K - $15K |
| Federal Money Market fund | MF | — | $1K - $15K |
| Liberty Media Interactive | MF |
$1 - $200
Dividends
|
$1K - $15K |
| NRS Short-Term Investment Fund | MF |
$201 - $1K
Dividends
|
$1K - $15K |
| US Bank - Speier Family Partners | BA |
$1 - $200
Interest
|
$1K - $15K |
| Allianz GI | MF |
$1 - $200
Dividends
|
$1 - $1K |
| AngloGold | MF |
$1 - $200
Dividends
|
$1 - $1K |
Disclosed liabilities
The liabilities itemised in the 2021 annual report, largest bracket first. These are the amounts subtracted when the net worth band above is rolled up.
| Description | Amount owed |
|---|---|
| Home in DC (Capitol Hill Towers - Co-op) | $100K - $250K |