Official portrait: unitedstates/images (public domain; source GPO Member Guide)
Rep. Barbara Lee (D-CA)
House · Democrat (most recent term) · CA-12 · in Congress 1998–2025 · Bioguide ID L000551
Party history: D 1998–2025. Source: term data in unitedstates/congress-legislators (CC0); party shown is as recorded per term there.
Estimated net worth (from public disclosures)
| Estimate | Report year | Low | Mid | High |
|---|---|---|---|---|
| (a) Estimated net worth at the earliest available report (2013); the member entered office earlier, in 1998 | 2013 | −$450,985 | $68,506 | $587,997 |
| (b) Latest net worth estimate | 2023 | $183,055 | $1,083,026 | $1,982,997 |
| (c) Estimated gain / loss, nominal dollars, 2013 → 2023 (10 years spanned) | 2013–2023 | −$404,942 | +$1,014,520 | +$2,433,982 |
Gain Low = latest Low − earliest High; Gain High = latest High − earliest Low (widest possible spread); Mid = latest Mid − earliest Mid.
Reliability flags (net worth): none for these two endpoints. Included in the recommended dollar-gain ranking.
Net worth by report year (mid; Low–High)
| Report year | Assets (mid) | Liabilities (mid) | Net worth mid | Low … High | Status / flags |
|---|---|---|---|---|---|
| 2013 | $663,508 | $595,002 | $68,506 | −$450,985 … $587,997 | computed |
| 2014 | $695,010 | $615,002 | $80,008 | −$489,980 … $649,996 | computed |
| 2015 | $281,008 | $582,502 | −$301,494 | −$661,984 … $58,997 | computed |
| 2016 | $296,508 | $582,502 | −$285,993 | −$659,983 … $87,997 | computed |
| 2017 | $255,507 | $582,502 | −$326,994 | −$675,986 … $21,997 | computed |
| 2018 | $257,504 | $550,001 | −$292,497 | −$595,992 … $10,998 | computed |
| 2019 | $250,510 | $595,002 | −$344,492 | −$739,980 … $50,997 | computed |
| 2020 | $1,418,023 | $550,001 | $868,022 | $10,046 … $1,725,998 | computed |
| 2021 | $1,587,530 | $562,501 | $1,025,029 | $24,060 … $2,025,998 | computed |
| 2022 | $1,482,027 | $582,502 | $899,526 | −$53,946 … $1,852,997 | computed |
| 2023 | $1,465,528 | $382,502 | $1,083,026 | $183,055 … $1,982,997 | computed |
- What this is: Net worth = Schedule A assets (each value range at its midpoint; low–high range shown) minus Schedule D liabilities (midpoints / ranges). Low = assets at range floors minus liabilities at range ceilings; Mid = midpoints; High = assets at ceilings minus liabilities at floors. Low and High are outer bounds of the reported ranges, not likely outcomes.
- What it excludes / understates: exact values (only ranges are reported); a personal residence is not reported as an asset (although a mortgage on it may be listed as a liability, which then lowers the estimate); retirement and federal accounts (e.g. Thrift Savings Plan, defined-benefit pensions) are only partly or not reported; assets of excepted/blind trusts, cash held below reporting thresholds, vehicles, household goods and most spouse/dependent items exempt from reporting are not included; liabilities on a personal residence, revolving credit under thresholds and loans to family may be omitted by filers.
- Open-ended top ranges (e.g. “Over $50,000,000”) are counted at their lower bound and flagged, so such values are understated.
- The change is a change in estimated net worth in nominal dollars (no inflation adjustment). It includes salary, gifts, inheritances, business income and re-valuation as well as investment results, and it is subject to range-bracket noise; it is not an investment return and implies nothing about conduct.
Read this first. Members report asset values only as ranges (e.g. “$15,001 – $50,000”), never exact dollars. Every figure below is an estimate computed from range midpoints, not a measured return. Figures cannot be interpreted as investment performance, and they do not show wrongdoing or skill. Methodology and limitations are at the end and in the project README. Sources: public financial disclosure reports filed with the Clerk of the U.S. House of Representatives and/or the Secretary of the Senate (Senate eFD), linked below.
Avg. annual change (geometric, est.)-32.3%
Simple average of years-19.1%
Years estimated9
Best / worst single year2022 +24%
2019 -90%
2019 -90%
Sensitivity band for the average (all ranges at floor vs. all at ceiling, same holdings both years): -43.4% to -30.0%. This band is narrow because it moves both years together; the true uncertainty is larger — see the per-year “strict envelope” column and the limitations.
Estimated year-over-year change
Bars: midpoint estimate; whisker: same-position floor/ceiling band. Axis clipped to −100%…+150%. Years with insufficient traceable holdings are omitted.
| Year (t−1 → t) | Opening value (mid) | Closing value (mid) | Income (mid) | Buys (mid) | Sales (mid) | Est. gain | Same-position band | Strict envelope | Traced coverage | Status / flags |
|---|---|---|---|---|---|---|---|---|---|---|
| 2013→2014 | $655,507 | $483,506 | $2,354 | $0 | $0 | -25.9% | -25.9% … -25.9% | -104% … +52% | 99% | counted |
| 2014→2015 | $638,008 | $232,506 | $402 | $0 | $32,500 | -58.4% | -60.2% … -57.7% | -125% … +8% | 92% | counted |
| 2015→2016 | $198,007 | $205,507 | $201 | $0 | $0 | +3.9% | +1.2% … +4.7% | -112% … +119% | 70% | counted |
| 2016→2017 | $272,507 | $231,506 | $100 | $0 | $0 | -15.0% | -16.1% … -11.7% | -105% … +75% | 92% | counted |
| 2017→2018 | $65,005 | $32,502 | $100 | $0 | $0 | -49.8% | -50.0% … -49.8% | -182% … +82% | 25% | excluded; not eligible: traced coverage 25% < 60% |
| 2018→2019 | $249,504 | $24,502 | $201 | $0 | $0 | -90.1% | -98.0% … -86.6% | -137% … -43% | 97% | counted |
| 2019→2020 | $185,008 | $185,008 | $0 | $0 | $0 | +0.0% | +0.0% … +0.0% | -151% … +151% | 74% | counted |
| 2020→2021 | $1,369,021 | $1,450,522 | $201 | $384,010 | $177,008 | -9.2% | -11.6% … -8.3% | -132% … +114% | 97% | counted; many new/exited positions |
| 2021→2022 | $1,332,026 | $1,274,526 | $201 | $24,002 | $407,002 | +24.5% | +21.9% … +32.0% | -87% … +136% | 84% | counted |
| 2022→2023 | $1,384,524 | $1,368,024 | $201 | $8,000 | $0 | -1.8% | -2.0% … -1.7% | -99% … +96% | 93% | counted |
Filings used
Each annual-report year uses one filing (most recently filed version among originals/amendments whose Schedule A row count is ≥ 40% of the largest). Electronic (text) PDFs are parsed. Scanned/image-only filings are OCR-read and used only if they pass the explicit validation gates described in the project README (value/income coverage, two-engine agreement, exact bracket snapping, page completeness, year-to-year position continuity); such years are labelled OCR-derived below. Scanned filings that fail validation are listed as “insufficient data – scanned”.
| Report year | Doc ID | Type | Filed | Schedule A rows | Rows with unparsed value | Source (official filing) / SHA-256 |
|---|---|---|---|---|---|---|
| 2013 | 10002718 | House amendment | 6/23/2014 | 19 | 0 | 10002718.pdf219d1aa6f7af0b5ffd13ee1e37dc77cfeb111dd530f5f7b3ce314640e46791f5 |
| 2014 | 10005852 | House annual | 5/15/2015 | 25 | 0 | 10005852.pdfe9ab799e540c613ad778d1659369b1d3be5a12589d631782b20af355851c92f4 |
| 2015 | 10015847 | House amendment | 5/8/2017 | 18 | 0 | 10015847.pdf687bc57d978d77e0e4d40792bc3695f5bbe3a280bd6464a05d9466890394d215 |
| 2016 | 10015237 | House annual | 5/8/2017 | 17 | 0 | 10015237.pdf52cb1ee1a014d3e290a43f50fbf414ebadf90f607f84957b4709469e718a84f1 |
| 2017 | 10021272 | House annual | 5/15/2018 | 17 | 0 | 10021272.pdf4745fbb90fece2fcf4af96647c8872b3feda7ca504e5320bf813378ff071e916 |
| 2018 | 10025635 | House annual | 5/14/2019 | 14 | 0 | 10025635.pdffa2f6be46c552d37cea13b04fb3246f3edd4407de151aef2417dc5edcbd2f42a |
| 2019 | 10037697 | House annual | 8/13/2020 | 23 | 0 | 10037697.pdf197bf2b41d8bf1b6df5e1ebe86913305dc12482c2b26dc4828d3cbfbf52ebcd6 |
| 2020 | 10042276 | House annual | 8/12/2021 | 46 | 0 | 10042276.pdf26dfa2f3f93f842dabb312b174e26c91929b607af3292234924c37980a045cfc |
| 2021 | 10047915 | House annual | 7/15/2022 | 60 | 0 | 10047915.pdfcea271c39a18cedcef5f6a45bf06f54e14a0ab42cc0aa260880009ae24e4a39b |
| 2022 | 10053336 | House annual | 5/15/2023 | 54 | 0 | 10053336.pdf8f3fe26cc4dfa409458a8026f1dd3be1fd96bf4ea810caf00b25ed602123c074 |
| 2023 | 10061113 | House annual | 8/13/2024 | 55 | 0 | 10061113.pdfbb7bbcbb3413604b303e14023f2690b499adbfd10905da1fb052f5c182acd5f8 |
Largest movers 2020→2021
| Position (as written in filing) | Owner | Kind | Opening range(s) | Closing range(s) | Buys (mid) | Sales (mid) |
|---|---|---|---|---|---|---|
| Wells Fargo Short-term Municipal Bond Fund Institutional Class [MF] | SP | held | $50,001 - $100,000 | $1,001 - $15,000 | $0 | $0 |
| PIMCO Short Term 12 [MF] | SP | held | $50,001 - $100,000 | $15,001 - $50,000 | $0 | $0 |
| Pax Large Cap Fund Institutional (PXLIX) [MF] | — | held | $1,001 - $15,000 | $1,001 - $15,000 | $16,001 | $0 |
| Green Century Equity Fund (GCEQX) [MF] | — | held | $1,001 - $15,000 | $1,001 - $15,000 | $0 | $8,000 |
| Blackrock National Municipal Fund [MF] | SP | held | $50,001 - $100,000 | $50,001 - $100,000 | $0 | $8,000 |
| Hartford Mid Cap [MF] | SP | held | $1,001 - $15,000 | $1,001 - $15,000 | $8,000 | $0 |
| Brown Advisory Sustainable Growth Fund [MF] | — | held | $1,001 - $15,000 | $1,001 - $15,000 | $0 | $8,000 |
| Lazard International Strategic Equity Portfolio International Shares [MF] | SP | held | $1,001 - $15,000 | $1,001 - $15,000 | $8,000 | $0 |
Largest movers 2021→2022
| Position (as written in filing) | Owner | Kind | Opening range(s) | Closing range(s) | Buys (mid) | Sales (mid) |
|---|---|---|---|---|---|---|
| Estate of Clyde Oden, Sr.-Rental Property in Pahrump, NV [RP] | SP | held | $250,001 - $500,000 | $250,001 - $500,000 | $0 | $375,000 |
| Blackrock National Municipal Fund [MF] | SP | held | $50,001 - $100,000 | $15,001 - $50,000 | $16,001 | $8,000 |
| Aberdeen U.S. Small Cap Equity [MF] | SP | held | $1,001 - $15,000 | $1,001 - $15,000 | $8,000 | $0 |
| Columbia Dividend Income Fund Institutional Class [MF] | SP | held | $1,001 - $15,000 | $1,001 - $15,000 | $0 | $8,000 |
| PIMCO Short Term 12 [MF] | SP | held | $15,001 - $50,000 | $15,001 - $50,000 | $0 | $8,000 |
| JP Morgan Value Advantage Fund-I [MF] | SP | held | $1,001 - $15,000 | $1,001 - $15,000 | $0 | $8,000 |
| Matthews Asia Japan Fund Investor Class [MF] | SP | held | $1,001 - $15,000 | $1 - $1,000 | $0 | $0 |
| EV Atlanta Capital-SMUD Cap Fund I [MF] | SP | held | $1,001 - $15,000 | $1 - $1,000 | $0 | $0 |
Largest movers 2022→2023
| Position (as written in filing) | Owner | Kind | Opening range(s) | Closing range(s) | Buys (mid) | Sales (mid) |
|---|---|---|---|---|---|---|
| Congressional Federal Credit Union Checking and Savings [BA] | — | held | $15,001 - $50,000 | $1,001 - $15,000 | $0 | $0 |
| Acorns [BA] | — | held | $1,001 - $15,000 | $1,001 - $15,000 | $0 | $0 |
| Vanguard Short-Term Treasurt Admiral (VFIRX) [MF] | — | held | $1,001 - $15,000 | $1,001 - $15,000 | $0 | $0 |
| Aberdeen U.S. Small Cap Equity [MF] | SP | held | $1,001 - $15,000 | $1,001 - $15,000 | $0 | $0 |
| Green Century Equity Fund (GCEQX) [MF] | — | held | $1,001 - $15,000 | $1,001 - $15,000 | $0 | $0 |
| Invesco Conservative Inc. Inst. [MF] | — | held | $1,001 - $15,000 | $1,001 - $15,000 | $0 | $0 |
| Lincoln Plus Choice Assurance [MF] | SP | held | $100,001 - $250,000 | $100,001 - $250,000 | $0 | $0 |
| Domini Impact Bond Fund (DSBIX) [MF] | — | held | $15,001 - $50,000 | $15,001 - $50,000 | $0 | $0 |
Method (summary)
- Schedule A asset rows are read from each annual report; the dollar range for each row is converted to its midpoint. Open-ended top ranges (“Over $50,000,000”) are excluded from the traced set and counted as a coverage loss.
- Positions are matched year to year by owner code (self/SP/DC/JT) + normalised asset name. A position that appears only in year t is included only if Schedule B shows a purchase of it in year t (opening value 0); a position that disappears is included only if Schedule B shows a sale (closing value 0). Otherwise it is excluded as unexplained.
- Estimated gain = (closing − opening + reported income − purchases + sale proceeds) ÷ opening, all at midpoints, for the traced positions. “Capital gains” income is not added again (it is already in value change and sale proceeds).
- A year counts only if traced opening value ≥ $50,000 and traced coverage ≥ 60% of the opening midpoint. A member is ranked only with ≥ 3 such years (exactly 2 = “limited data”, shown but unranked). Average = geometric mean of (1+yearly estimate).
Limitations
- Ranges are wide (up to a factor of 5 or more, and up to $50M+ open-ended); a holding can move between ranges without any real change in value, and stay in a range while moving materially. Yearly estimates are therefore noisy; the “strict envelope” shows the mathematical worst/best case and is typically wider than ±100%.
- Purchases and sales are only disclosed as ranges and only for transactions over $1,000; partial sales, dividend reinvestment, spousal/dependent accounts and retirement-plan funds are reported inconsistently. Excepted/blind trusts, personal residences and certain pensions are not reported at all.
- Filers sometimes change how they list assets (e.g. listing a brokerage account vs. its individual holdings), which can make positions untraceable across years; these are excluded rather than guessed.
- Asset values in an annual report are as of Dec 31 of the reporting year; the report year t−1→t covers that calendar year. Late or amended filings are used when filed; extensions can delay them.
- The text of these reports is machine-parsed from PDFs; parse errors are possible. Every number links back to the cited filing. This is not investment advice.
- Use of these filings is restricted by 5 U.S.C. § 105(c) (no unlawful, commercial or credit-rating purpose, and none for solicitation of money).
Generated 2026-10-01 by an automated pipeline. Data: Office of the Clerk, U.S. House of Representatives (disclosures-clerk.house.gov); member roster: unitedstates/congress-legislators (CC0).