Congressional stock trades · Member
Barbara Lee
Former representative · CA-12 · Democrat
No published transactions from periodic transaction reports since 2020. Holdings from 8 annual reports are below.
How these are read and published: methodology.
Holdings · annual financial disclosure
Assets listed on the 2017 report.
18 assets with a value on the report filed 2018-05-15. Values are the ranges on the form. Assets are held by the member, a spouse or a dependent child, as reported. Open the report.
| Asset | Type | Owner | Value (as filed) |
|---|---|---|---|
| Sun America Secure Value Account | Other | Member | $15,001 - $50,000 |
| SunAmerica Dynamic Allocation Portfolio | Other | Member | $50,001 - $100,000 |
| SunAmerican Dynamic Strategy Portfolio | Other | Member | $50,001 - $100,000 |
| Book contract with Rowman & Littlefield Publishers, Inc. (Approved by Committee) | Other | Member | Undetermined |
| Charles Schwab Checking and Money Market Accounts | Other | Member | $1,001 - $15,000 |
| East West Bank Accounts, Oakland, CA | Other | Member | $1,001 - $15,000 |
| Delaware SMID Cap Growth Class C Fund | Other | Member | None |
| Fidelity Freedom 2020 Fund | Other | Member | None |
| Mass Investors Growth Fund | Other | Member | None |
| Healthcare Trust of America, Inc. Class A | Stock | Member | $1,001 - $15,000 |
| American Funds Growth Portfoilio | Other | Member | $1,001 - $15,000 |
| Clearbridge Aggressive Growth Portfolio | Other | Member | $1,001 - $15,000 |
| Goldman Sachs Mid Cap Value Portfolio | Other | Member | $1,001 - $15,000 |
| Invesco Small Cap Growth Portfolio | Other | Member | $1,001 - $15,000 |
| Met Life Annuity Fund General Account | Other | Member | $1,001 - $15,000 |
| Met Life Asset Allocation 100 Portfolio | Other | Member | $1,001 - $15,000 |
| Wells Fargo Bank Checking Account | Other | Member | $1 - $1,000 |
| Wright-Patman Congressional Credit Union Checking and Savings Accounts | Other | Member | $1 - $1,000 |
How reports are read: holdings methodology.