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 2017 report.
32 assets with a value on the report filed 2018-05-15, 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.
| Asset | Type | Owner | Value (as filed) |
|---|---|---|---|
| Bank of America | Other | Member | $1,001 - $15,000 |
| Heartland Financial USA, Inc. | Stock | Member | $15,001 - $50,000 |
| James M. Costa Farms (Sole Proprietorship) | Other | Member | $1,000,001 - $5,000,000 |
| Portuguese Fraternal Society of America | Other | Member | $1,001 - $15,000 |
| Rental Home | Other | Member | $250,001 - $500,000 |
| Rental Home | Other | Member | $500,001 - $1,000,000 |
| United Security Bank | Other | Member | $250,001 - $500,000 |
| American Funds EuroPacific Growth Fund Class F-2 (AEPFX) | Fund | Member | $15,001 - $50,000 |
| American Funds Washington Mutual Investors Fund Class F-2 (WMFFX) | Fund | Member | $15,001 - $50,000 |
| Baron Invt Funds Trust Small Cap Fund (BSFIX) | Fund | Member | $50,001 - $100,000 |
| Deutsche Enhanced Commodity Strategy Fund Institutional Class (SKIRX) | Fund | Member | $1,001 - $15,000 |
| Deutsche Global Real Estate Securities Fund Institutional Class (RRGIX) | Fund | Member | None |
| Eaton Vance Income Fund of Boston Class I (EIBIX) | Fund | Member | $15,001 - $50,000 |
| Edgewood Growth Fund Class Institutional (EGFIX) | Fund | Member | $15,001 - $50,000 |
| Franklin Small Cap Value Adv (FVADX) | Fund | Member | None |
| Goldman Sachs FS Treasury Instruments Fund (FTIXX) | Fund | Member | $1,001 - $15,000 |
| Harbor FD CAP APPRECIATION FD INSTL CL (HACAX) | Fund | Member | $15,001 - $50,000 |
| HARBOR FD INTL FD INSTL CL (HAINX) | Fund | Member | $15,001 - $50,000 |
| Janus INVT FD FLEXIBLE BD FD CLASS 1 (JFLEX) | Fund | Member | $50,001 - $100,000 |
| JP Morgan 100% US Treasury Securities | Other | Member | $15,001 - $50,000 |
| Lazard Emerging Markets Equity Portfolio Institutional Shares (LZEMX) | Fund | Member | $15,001 - $50,000 |
| MFS SER TR 1 VALUE FD (MEIIX) | Fund | Member | $50,001 - $100,000 |
| MFS SER TR X EMERGING MKTS DEBT FD CLASS I (MEDIX) | Fund | Member | $15,001 - $50,000 |
| Oppenheimer INTL GRWTH FD CL Y SHS (OIGYX) | Fund | Member | $15,001 - $50,000 |
| Principal Funds Inc Global Real Estate (POSIX) | Fund | Member | $15,001 - $50,000 |
| RIDGEWORTH FUNDS CEREDEX MID CAP VALUE EQUITY FUND CLASS 1 (SMVTX) | Fund | Member | $15,001 - $50,000 |
| ROWE T PRICE MID CAP GROWTH FUND (RPMGX) | Fund | Member | $15,001 - $50,000 |
| RS Small Cap Growth Fund Class Y (RSYEX) | Fund | Member | None |
| T ROWE PRICE REAL EST FUND (TRREX) | Fund | Member | $1,001 - $15,000 |
| Victory Sycamore Small Co Oppty (VSOIX) | Fund | Member | $15,001 - $50,000 |
| VITRUS OPPORTUNITIES TR EMERGING MKTS OPPTYS FD CL 1 (HIEMX) | Fund | Member | $15,001 - $50,000 |
| WABCWestamerica Bancorporation | Stock | Member | $15,001 - $50,000 |
How reports are read: holdings methodology.