45. Barbara Lee

-$225,000 minimum net worth

Lee’s (D-Oakland) negative net worth came from two mortgages, worth $100,000 and $250,000. Her assets came from a variety of investments.

Totals

$140,000 minimum assets
$365,000 minimum liabilities

Asset list

Rank Asset Type Owner Minimum value
1 AIG Polaris Choice IV Variable Annuity (formerly SunAmerica), SunAmerica Dynamic Allocation Portfolio Investments Member $50,001
2 AIG Polaris Choice IV Variable Annuity (formerly SunAmerica), SunAmerican Dynamic Strategy Portfolio Investments Member $50,001
3 Met Life Variable Annuity Fund, Met Life Annuity Fund General Account Investments Member $15,001
4 AIG Polaris Choice IV Variable Annuity (formerly SunAmerica), Sun America Secure Value Account Investments Member $15,001
5 Wells Fargo Bank Checking Account Bank Account Member $1,001
6 Charles Schwab Checking and Money Market Accounts Bank Account Member $1,001
7 Met Life Variable Annuity Fund, MetLife Asset Allocation 100 Portfolio Investments Member $1,001
8 East West Bank Accounts, Oakland, CA Bank Account Member $1,001
9 Fidelity SEP IRA, Fidelity Freedom 2020 Fund Investments Member $1,001
10 Healthcare Trust of America, Inc Trusts Member $1,001
11 Met Life Variable Annuity Fund, American Funds Growth Portfolio Investments Member $1,001
12 Met Life Variable Annuity Fund, Clearbridge Aggressive Growth Portfolio Investments Member $1,001
13 Met Life Variable Annuity Fund, Goldman Sachs Mid Cap Value Portfolio Investments Member $1,001
14 Met Life Variable Annuity Fund, Invesco Small Cap Growth Portfolio Investments Member $1,001
15 Fidelity SEP IRA, Delaware Smid Cap Growth Class C Fund Investments Member $1
16 Wright-Patman Congressional Credit Union Checking and Savings Accounts Bank Account Member $1
17 Fidelity SEP IRA, Mass Investors Growth Fund Investments Member $1

Liability list

Rank Creditor Type Owner Minimum value
1 Credit Union Mortgage Association Mortgage Member $250,001
2 Wells Fargo Bank Mortgage Member $100,001
3 Wright-Patman Congressional Federal Credit Union, DC Loan Member $15,001
#46. Carbajal (D) -$263,000

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.