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Congressional stock trades · Member

Jim Costa

Representative · CA-21 · Democrat

No published transactions from periodic transaction reports since 2020. Holdings from 10 annual reports are below.

Current committees: House Committee on Agriculture; House Committee on Foreign Affairs.

How these are read and published: methodology.

Holdings · annual financial disclosure

Assets listed on the 2016 report.

33 assets with a value on the report filed 2017-05-15, 1 of them shares or options of a listed company. Values are the ranges on the form. Assets are held by the member, a spouse or a dependent child, as reported. Open the report.

AssetTypeOwnerValue (as filed)
Bank of AmericaOtherMember$1,001 - $15,000
Heartland Financial USA, Inc.OtherMember$15,001 - $50,000
James M. Costa Farms (Sole Proprietorship)OtherMember$1,000,001 - $5,000,000
Portuguese Fraternal Society of AmericaOtherMember$1,001 - $15,000
Rental HomeOtherMember$250,001 - $500,000
Rental HomeOtherMember$500,001 - $1,000,000
United Security BankOtherMember$250,001 - $500,000
American Funds EuroPacific Growth Fund Class F-2 (AEPFX)OtherMember$1,001 - $15,000
American Funds Washington Mutual Investors Fund Class F-2 (WMFFX)OtherMember$50,001 - $100,000
Deutsche Enhanced Commodity Strategy Fund Institutional Class (SKIRX)OtherMember$1,001 - $15,000
Deutsche Global Real Estate Securities Fund Institutional Class (RRGIX)OtherMember$1,001 - $15,000
Eaton Vance Income Fund of Boston Class I (EIBIX)OtherMember$15,001 - $50,000
Edgewood Growth Fund Class Institutional (EGFIX)OtherMember$15,001 - $50,000
Franklin Small Cap Value Adv (FVADX)OtherMember$15,001 - $50,000
Goldman Sachs FS Treasury Instruments Fund (FTIXX)OtherMember$1,001 - $15,000
Harbor FD CAP APPRECIATION FD INSTL CL (HACAX)OtherMember$15,001 - $50,000
HARBOR FD INTL FD INSTL CL (HAINX)OtherMember$15,001 - $50,000
Harris Assoc INVT TR OAKMARK INTL Fund CL (OAKIX)OtherMemberNone
Janus INVT FD FLEXIBLE BD FD CLASS 1 (JFLEX)OtherMember$50,001 - $100,000
JP Morgan 100% US Treasury SecuritiesOtherMember$1 - $1,000
Lazard Emerging Markets Equity Portfolio Institutional Shares (LZEMX)OtherMember$15,001 - $50,000
MFS SER TR 1 VALUE FD (MEIIX)OtherMember$50,001 - $100,000
MFS SER TR X EMERGING MKTS DEBT FD CLASS I (MEDIX)OtherMember$15,001 - $50,000
Oppenheimer Developing Markets Fund Class Y (ODVYX)OtherMemberNone
Oppenheimer INTL GRWTH FD CL Y SHS (OIGYX)OtherMember$1,001 - $15,000
RIDGEWORTH FUNDS CEREDEX MID CAP VALUE EQUITY FUND CLASS 1 (SMVTX)OtherMember$15,001 - $50,000
ROWE T PRICE MID CAP GROWTH FUND (RPMGX)OtherMember$15,001 - $50,000
RS INVT TR VALUE FD (RSVYX)OtherMemberNone
RS Small Cap Growth Fund Class Y (RSYEX)OtherMember$15,001 - $50,000
T ROWE PRICE REAL EST FUND (TRREX)OtherMember$1,001 - $15,000
TCW FDS INC RELATIVE VALUE LRG CAP FD (TGDIX)OtherMemberNone
VITRUS OPPORTUNITIES TR EMERGING MKTS OPPTYS FD CL 1 (HIEMX)OtherMember$15,001 - $50,000
WABCWestamerica BancorporationStockMember$15,001 - $50,000

How reports are read: holdings methodology.