Barbara Lee
Barbara Lee (CA-12) disclosed a net worth range between $183.1K and $2M 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 | 2024-08-13 | $183.1K – $2M |
| 2022 | 2023-05-15 | -$53.9K – $1.9M |
| 2021 | 2022-07-15 | $24.1K – $2M |
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 Barbara Lee 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 |
|---|---|---|---|
| Estate of Clyde Oden, Sr.-Rental Property in Pahrump, NV | RP |
$5K - $15K
Capital Gains
|
$250K - $500K |
| Estate of Clyde Oden, Sr.-Rental Property in San Diego, CA | RP |
$1 - $200
Rent
|
$250K - $500K |
| Lincoln Plus Choice Assurance | MF | — | $100K - $250K |
| Blackrock National Municipal Fund | MF |
$201 - $1K
Capital Gains
|
$15K - $50K |
| CCM Community Impact Bond Fund CRANX) | MF |
Tax-Deferred
|
$15K - $50K |
| Domini Impact Bond Fund (DSBIX) | MF |
Tax-Deferred
|
$15K - $50K |
| Domini Impact International Equity Y | MF |
Tax-Deferred
|
$15K - $50K |
| PIMCO Short Term 12 | MF |
$201 - $1K
Capital Gains
|
$15K - $50K |
| RBC Impact Bond I | MF |
Tax-Deferred
|
$15K - $50K |
| AAMA Equity Fund | MF |
$1 - $200
Capital Gains
|
$1K - $15K |
| Aberdeen U.S. Small Cap Equity | MF |
$1 - $200
Capital Gains
|
$1K - $15K |
| Acorns | BA | — | $1K - $15K |
| BNY Mellon International Stock Fund I | MF |
Tax-Deferred
|
$1K - $15K |
| Bank of America Checking & Savings Accounts | BA | — | $1K - $15K |
| Blackrock Inflation Protected Bond Fund | MF |
Tax-Deferred
|
$1K - $15K |
| Brown Advisory Sustainable Growth Fund | MF |
Tax-Deferred
|
$1K - $15K |
| Calvert Global Energy Solution Fund | MF |
Tax-Deferred
|
$1K - $15K |
| Calvert Global Water Fund Class I (CFWIX) | MF |
Dividends
|
$1K - $15K |
| Charles Schwab Checking and Money Market Accounts | BA | — | $1K - $15K |
| Columbia Dividend Income Fund Institutional Class | MF |
$201 - $1K
Capital Gains
|
$1K - $15K |
| Congressional Federal Credit Union Checking and Savings | BA | — | $1K - $15K |
| EV Income Fund of Boston | MF |
Tax-Deferred
|
$1K - $15K |
| East West Bank Accounts, Oakland, CA | BA | — | $1K - $15K |
| Edgewood Growth Fund Class Institutional | MF |
Tax-Deferred
|
$1K - $15K |
| Eventide Global Div Opportunities I | MF |
Tax-Deferred
|
$1K - $15K |
| First Affirmative Balanced Income Fossil Fuel Free | IH |
Tax-Deferred
|
$1K - $15K |
| Green Century Equity Fund (GCEQX) | MF |
Tax-Deferred
|
$1K - $15K |
| Healthcare Trust of America, Inc. Class A (HTA) | ST | — | $1K - $15K |
| Impax Global Environmental Markets Fund Institutional Class (PGINX) | MF |
Tax-Deferred
|
$1K - $15K |
| Invesco Conservative Inc. Inst. | MF |
Tax-Deferred
|
$1K - $15K |
| JP Morgan Value Advantage Fund-I | MF |
$201 - $1K
Capital Gains, Dividends
|
$1K - $15K |
| Lazard International Strategic Equity Portfolio International Shares | MF |
$1 - $200
Dividends
|
$1K - $15K |
| Loomis Sayles Growth Fund Class Y | MF |
$201 - $1K
Capital Gains
|
$1K - $15K |
| Mirova Global Sustainable Equity Y (ESGYX) | MF |
Tax-Deferred
|
$1K - $15K |
| Parnassus Core Equity Institutional (PRILX) | MF |
Tax-Deferred
|
$1K - $15K |
| Parnassus Endeavor Fund Institutional (PFPWX) | MF |
Tax-Deferred
|
$1K - $15K |
| Parnassus Fund (PARNX) | MF |
Tax-Deferred
|
$1K - $15K |
| Pax Large Cap Fund Institutional | MF |
Tax-Deferred
|
$1K - $15K |
| Pear Tree Polaris Foreign Value Fund | MF |
Tax-Deferred
|
$1K - $15K |
| Performance Trust Strategic Bond Fund (PTIAX) | MF |
Tax-Deferred
|
$1K - $15K |
| Praxis Impact Bond Fund Class I (MIIIX) | MF |
Tax-Deferred
|
$1K - $15K |
| RBC Emerging Markets Equity Cls I | MF |
Tax-Deferred
|
$1K - $15K |
| Shelton FDS Green Alpha Fund | MF |
Tax-Deferred
|
$1K - $15K |
| Sierra Tactical Bond Institutional (STBJX) | MF |
$1 - $200
Capital Gains
|
$1K - $15K |
| TIAA Real Estate Instl (TIREX) | MF |
Tax-Deferred
|
$1K - $15K |
| Thornburg Better World International | MF |
Tax-Deferred
|
$1K - $15K |
| Thornburg Limited Term Income (THIIX) | MF |
Tax-Deferred
|
$1K - $15K |
| Trillium ESG Global Equity Fund (Previously Portfolio 21 Institutional Fund) (PORIX) | MF |
Tax-Deferred
|
$1K - $15K |
| Vanguard Interm Term Treasury Admiral (VFIUX) | MF |
Tax-Deferred
|
$1K - $15K |
| Vanguard Short-Term Treasurt Admiral (VFIRX) | MF |
Tax-Deferred
|
$1K - $15K |
| Virtus AllianzGI Fund (AWTIX) | MF |
Tax-Deferred
|
$1K - $15K |
| Wasatch Core Growth Institutional (WIGRX) | MF |
$1 - $200
Capital Gains
|
$1K - $15K |
| Cohen & Steers Realty | MF |
Capital Gains
|
$1 - $1K |
| EV Atlanta Capital-SMUD Cap Fund I | MF |
Tax-Deferred
|
$1 - $1K |
| Matthews Asia Japan Fund Investor Class | MF |
$201 - $1K
Capital Gains
|
$1 - $1K |
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 |
|---|---|
| Mortgage on DC Condo Residence (Credit Union Mortgage Association) | $100K - $250K |
| Mortgage on Palm Desert, CA Condo Residence (Wells Fargo Bank) | $100K - $250K |
| Credit Card (American Express) | $15K - $50K |