17. Zoe Lofgren

$1.6 million minimum net worth

Lofgren’s (D-San Jose) net worth of at least $1.6 million included a $500,000 rental property and a collection of retirement and other investment accounts worth at least $1.3 million. Lofgren held two mortgages of at least $250,000 each.

Totals

$2.1 million minimum assets
$500,000 minimum liabilities

Asset list

Rank Asset Type Owner Minimum value
1 Residential Rental Property Real Estate Joint $500,001
2 California Public Employee Retirement System Investments Member $250,001
3 John Marshall Collins PC, 100 Percent Interest Investments Spouse $250,001
4 Wells Fargo Accounts Bank Account Joint $100,001
5 Icmarc, VantageTrust Plus Fund Investments Member $100,001
6 John Marshall Collins Retirement Account, Templeton Global Investment Trust Global Bond Fund Advisor Class Investments Spouse $100,001
7 John Marshall Collins Retirement Account, Hartford Floating Rate Fund Investments Spouse $50,001
8 Icmarc, Vanguard Extended Market Index Investments Member $50,001
9 John Marshall Collins Retirement Account, Principal Funds High Yield Institutional Class Investments Spouse $50,001
10 John Marshall Collins Retirement Account, Yacktman Fund Service Class A Investments Spouse $50,001
11 John Marshall Collins Retirement Account, Alger Spectra Z Fund Investments Spouse $50,001
12 Icmarc, Fidelity Contrafund Investments Member $50,001
13 Collins/Lofgren Family Trust, Cash/Bank Deposit Sweep Trusts Joint $50,001
14 John Marshall Collins Retirement Account, Delaware Pooled Trust Diversified Income Fund Class A Investments Spouse $50,001
15 John Marshall Collins Retirement Account, JPMorgan Equity Income Fund Class I Investments Spouse $50,001
16 John Marshall Collins Retirement Account, Morgan Stanley Institutional Fund, Inc Global Opportunity Portfolio Class I Investments Spouse $50,001
17 John Marshall Collins Retirement Account, Wells Fargo International Equity Fund, Class Inst Investments Spouse $15,001
18 John Marshall Collins Retirement Account, Pimco Investment Grade Corporate Bond Fund Institutional Class Investments Spouse $15,001
19 Collins/Lofgren Family Trust, Southern Company (SO) Trusts Joint $15,001
20 John Marshall Collins Retirement Account, Cash/Bank Deposit Sweep Investments Spouse $15,001
21 Icmarc, Vanguard Institutional Index Investments Member $15,001
22 John Marshall Collins Retirement Account, Dodge & Cox Funds International Stock Fund Investments Spouse $15,001
23 John Marshall Collins Retirement Account, Dodge & Cox Income Fund Investments Spouse $15,001
24 John Marshall Collins Retirement Account, Goldman Sachs Trust Strategic Growth Opportunities Fund Institutional Investments Spouse $15,001
25 John Marshall Collins Retirement Account, Harbor Fund Cap Appreciation Fund Institutional Class Investments Spouse $15,001
26 John Marshall Collins Retirement Account, Hartford Mutual Funds Cap Appreciation Fund Class A Investments Spouse $15,001
27 John Marshall Collins Retirement Account, Janus Venture Fund Class I Investments Spouse $15,001
28 John Marshall Collins Retirement Account, John Hancock Funds International Growth Fund Class I Investments Spouse $15,001
29 John Marshall Collins Retirement Account, Oppenheimer Developing Markets Fund Class Y Investments Spouse $15,001
30 John Marshall Collins Retirement Account, Pimco Income Fund Institutional Class Investments Spouse $15,001
31 John Marshall Collins Retirement Account, Vanguard Reit ETF Investments Spouse $15,001
32 John Marshall Collins Retirement Account, Vanguard Short-Term Bond Index Fund Investments Spouse $15,001
33 John Marshall Collins Retirement Account, Victory Portfolios RS Select Growth Fund Class Y Investments Spouse $15,001
34 Zoe Lofgren Trad IRA, Delaware Diversified Income Fund Class C Investments Member $15,001
35 Icmarc, Fidelity Diversified Int'l Investments Member $15,001
36 John Marshall Collins Retirement Account, Fleming Cap Mutual Fund Group JP Morgan Mid Cap Value Fund Class I Investments Spouse $15,001
37 Collins/Lofgren Family Trust, Tesla Motors, Inc (Tsla) Trusts Joint $1,001
38 Collins/Lofgren Family Trust, Deckers Outdoor Corporation (Deck) Trusts Joint $1,001
39 John Marshall Collins Retirement Account, Spdr Index Shares Fund Dow Jones International Real Estate ETF Investments Spouse $1,001
40 Collins/Lofgren Family Trust, California State General Obligation Bond Trusts Joint $1,001
41 John Marshall Collins Retirement Account, Gateway Fund Investments Spouse $1,001

Liability list

Rank Creditor Type Owner Minimum value
1 PHH Mortgage Corporation Mortgage Joint $250,001
2 UBS AG Mortgage Joint $250,001
#18. LaMalfa (R) $1.3 million

Credits: Christina Bellantoni, Christine Mai-Duc, Javier Panzar, Julie Westfall and Sarah Wire.

About this data: These are the assets disclosed for calendar years 2014-2016 compiled by Roll Call. They are ranked from largest to smallest. Financial disclosure rules allow lawmakers to report broad ranges of minimums for both assets and liabilities, starting at $1 to $1,000 and topping out at $50 million or higher, so it is impossible to offer precise figures. The minimum values shown are how Roll Call calculated the net worth for each member.

Roll Call assigns assets and liabilities into several categories. The disclosure forms indicate if the asset or liability is owned solely by the member, by the member’s spouse, by the member’s dependent(s) or jointly owned by the member and spouse. The names of the assets and liabilities appear as they were entered on the forms filed with the clerk of the House and the Senate Select Committee on Ethics.