Congressional stock trades · Member
Zoe Lofgren
Representative · CA-18 · Democrat
302 published transactions from periodic transaction reports since 2020, shown as filed. Amounts are the ranges on the form. Each row links to its filing. Holdings from 10 annual reports are below.
Current committees: House Committee on Science, Space, and Technology; House Committee on the Judiciary.
| Disclosed | Traded | Days | Owner | Asset | Type | Amount range (as filed) | Source |
|---|---|---|---|---|---|---|---|
| 2026-01-06 | 2025-12-11 | 26 | Joint | California State Public Works Board Lease Revenue Bonds, Ser. D | Sale | $1,001 - $15,000 | Clerk → |
| 2026-01-06 | 2025-12-11 | 26 | Joint | Lynwood Unified School District GO Bonds | Sale | $100,001 - $250,000 | Clerk → |
| 2023-06-06 | 2023-05-26 | 11 | Spouse | UNPUnion Pacific Corporation | Sale | $15,001 - $50,000 | Clerk → |
| 2023-06-06 | 2023-05-26 | 11 | Spouse | JEFJefferies Financial Group Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2023-06-06 | 2023-05-26 | 11 | Spouse | CCitigroup, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2023-06-06 | 2023-05-26 | 11 | Spouse | AMZNAmazon.com, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2023-06-06 | 2023-05-26 | 11 | Spouse | MSMorgan Stanley | Sale | $1,001 - $15,000 | Clerk → |
| 2023-06-06 | 2023-05-26 | 11 | Spouse | USBU.S. Bancorp | Sale | $1,001 - $15,000 | Clerk → |
| 2023-06-06 | 2023-05-26 | 11 | Spouse | BACBank of America Corporation | Sale | $15,001 - $50,000 | Clerk → |
| 2023-06-06 | 2023-05-26 | 11 | Spouse | Westpac Banking Corporation | Sale | $1,001 - $15,000 | Clerk → |
| 2023-06-06 | 2023-05-26 | 11 | Spouse | CVSCVS Health Corporation | Sale | $1,001 - $15,000 | Clerk → |
| 2023-06-06 | 2023-05-26 | 11 | Spouse | CSCOCisco Systems, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2023-06-06 | 2023-05-26 | 11 | Spouse | CATCaterpillar, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2023-06-06 | 2023-05-26 | 11 | Spouse | Walgreens Boots Alliance, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2023-06-06 | 2023-05-26 | 11 | Spouse | UNHUnitedHealth Group Incorporated Common Stock (DE) | Sale | $1,001 - $15,000 | Clerk → |
| 2023-06-06 | 2023-05-26 | 11 | Spouse | PFEPfizer, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2023-06-06 | 2023-05-26 | 11 | Spouse | KLACKLA Corporation | Sale | $1,001 - $15,000 | Clerk → |
| 2023-06-06 | 2023-05-26 | 11 | Spouse | Paramount Global Ltd. | Sale | $1,001 - $15,000 | Clerk → |
| 2023-06-06 | 2023-05-26 | 11 | Spouse | Oracle Corporation Ordinary Shares | Sale | $15,001 - $50,000 | Clerk → |
| 2023-06-06 | 2023-05-26 | 11 | Spouse | WFCWells Fargo & Company | Sale | $1,001 - $15,000 | Clerk → |
| 2023-06-06 | 2023-05-26 | 11 | Spouse | BMOBank Of Montreal | Sale | $1,001 - $15,000 | Clerk → |
| 2023-06-06 | 2023-05-26 | 11 | Spouse | AMATApplied Materials, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2023-06-06 | 2023-05-26 | 11 | Spouse | BUDAnheuser-Busch Inbev SA Sponsored ADR (Belgium) | Sale | $1,001 - $15,000 | Clerk → |
| 2023-06-06 | 2023-05-26 | 11 | Spouse | ABBVAbbVie Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2023-06-06 | 2023-05-26 | 11 | Spouse | NTAPNetApp, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2023-06-06 | 2023-05-26 | 11 | Spouse | VZVerizon Communications Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2023-06-06 | 2023-05-26 | 11 | Spouse | AEPAmerican Electric Power Company, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2023-06-06 | 2023-05-26 | 11 | Spouse | AMTAmerican Tower Corporation (REIT) | Sale | $1,001 - $15,000 | Clerk → |
| 2023-06-06 | 2023-05-25 | 12 | Spouse | CINFCincinnati Financial Corporation | Sale | $1,001 - $15,000 | Clerk → |
| 2023-06-06 | 2023-05-25 | 12 | Spouse | SHWSherwin-Williams Company | Sale | $1,001 - $15,000 | Clerk → |
| 2023-06-06 | 2023-05-25 | 12 | Spouse | EWEdwards Lifesciences Corporation | Sale | $1,001 - $15,000 | Clerk → |
| 2023-06-06 | 2023-05-25 | 12 | Spouse | FHNFirst Horizon Corporation | Sale | $1,001 - $15,000 | Clerk → |
| 2023-06-06 | 2023-05-25 | 12 | Spouse | Avangrid, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2023-06-06 | 2023-05-25 | 12 | Joint | LCIDLucid Group, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2023-06-06 | 2023-05-25 | 12 | Spouse | AONAon plc Class A Ordinary Shares | Sale | $1,001 - $15,000 | Clerk → |
| 2023-06-06 | 2023-05-25 | 12 | Spouse | BDXBecton, Dickinson and Company | Sale | $1,001 - $15,000 | Clerk → |
| 2023-06-06 | 2023-05-25 | 12 | Spouse | TRUTransUnion | Sale | $1,001 - $15,000 | Clerk → |
| 2023-06-06 | 2023-05-25 | 12 | Spouse | DDominion Energy, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2023-06-06 | 2023-05-25 | 12 | Spouse | ROPRoper Technologies, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2023-06-06 | 2023-05-25 | 12 | Spouse | FITBFifth Third Bancorp | Sale | $1,001 - $15,000 | Clerk → |
| 2023-06-06 | 2023-05-25 | 12 | Spouse | CMECME Group Inc. - Class A | Sale | $1,001 - $15,000 | Clerk → |
| 2023-06-06 | 2023-05-25 | 12 | Spouse | BUDAnheuser-Busch Inbev SA Sponsored ADR | Sale | $1,001 - $15,000 | Clerk → |
| 2023-06-06 | 2023-05-25 | 12 | Spouse | SBUXStarbucks Corporation | Sale | $1,001 - $15,000 | Clerk → |
| 2023-06-06 | 2023-05-25 | 12 | Spouse | DUKDuke Energy Corporation | Sale | $1,001 - $15,000 | Clerk → |
| 2023-06-06 | 2023-05-25 | 12 | Spouse | EMREmerson Electric Company | Sale | $1,001 - $15,000 | Clerk → |
| 2023-06-06 | 2023-05-25 | 12 | Spouse | BACBank of America Corporation | Sale | $1,001 - $15,000 | Clerk → |
| 2023-06-06 | 2023-05-25 | 12 | Spouse | TMUST-Mobile US, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2023-06-06 | 2023-05-25 | 12 | Spouse | ACNAccenture plc Class A Ordinary Shares | Sale | $1,001 - $15,000 | Clerk → |
| 2023-06-06 | 2023-05-25 | 12 | Spouse | COSTCostco Wholesale Corporation | Sale | $1,001 - $15,000 | Clerk → |
| 2023-06-06 | 2023-05-25 | 12 | Spouse | METMetLife, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2023-06-06 | 2023-05-25 | 12 | Spouse | CMCSAComcast Corporation - Class A | Sale | $1,001 - $15,000 | Clerk → |
| 2023-06-06 | 2023-05-25 | 12 | Spouse | BRK.BBerkshire Hathaway Inc. New | Sale | $1,001 - $15,000 | Clerk → |
| 2023-06-06 | 2023-05-25 | 12 | Spouse | NNNNNN REIT, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2023-06-06 | 2023-05-25 | 12 | Spouse | MRKMerck & Company, Inc. Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2023-06-06 | 2023-05-25 | 12 | Spouse | TMOThermo Fisher Scientific Inc | Sale | $1,001 - $15,000 | Clerk → |
| 2023-06-06 | 2023-05-25 | 12 | Spouse | MCDMcDonald's Corporation | Sale | $1,001 - $15,000 | Clerk → |
| 2023-06-06 | 2023-05-25 | 12 | Spouse | ADBEAdobe Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2023-06-06 | 2023-05-25 | 12 | Spouse | ZTSZoetis Inc. Class A | Sale | $1,001 - $15,000 | Clerk → |
| 2023-06-06 | 2023-05-25 | 12 | Spouse | PEPPepsico, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2023-06-06 | 2023-05-25 | 12 | Spouse | AWKAmerican Water Works Company, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2023-06-06 | 2023-05-25 | 12 | Spouse | DISWalt Disney Company | Sale | $1,001 - $15,000 | Clerk → |
| 2023-06-06 | 2023-05-25 | 12 | Spouse | SONSonoco Products Company | Sale | $1,001 - $15,000 | Clerk → |
| 2023-06-06 | 2023-05-25 | 12 | Spouse | GILDGilead Sciences, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2023-06-06 | 2023-05-25 | 12 | Spouse | DHRDanaher Corporation | Sale | $1,001 - $15,000 | Clerk → |
| 2023-06-06 | 2023-05-25 | 12 | Spouse | PAYXPaychex, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2023-06-06 | 2023-05-25 | 12 | Spouse | QCOMQUALCOMM Incorporated | Sale | $1,001 - $15,000 | Clerk → |
| 2023-06-06 | 2023-05-25 | 12 | Spouse | BXBlackstone Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2023-06-06 | 2023-05-25 | 12 | Spouse | Interpublic Group of Companies, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2023-06-06 | 2023-05-25 | 12 | Spouse | HIGHartford Financial Services Group, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2023-06-06 | 2023-05-25 | 12 | Spouse | MAMastercard Incorporated | Sale | $1,001 - $15,000 | Clerk → |
| 2023-06-06 | 2023-05-25 | 12 | Spouse | CCICrown Castle Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2023-06-06 | 2023-05-25 | 12 | Spouse | BCEBCE, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2023-06-06 | 2023-05-25 | 12 | Spouse | ETREntergy Corporation | Sale | $1,001 - $15,000 | Clerk → |
| 2023-06-06 | 2023-05-25 | 12 | Spouse | ARCCAres Capital Corporation - Closed End Fund | Sale | $1,001 - $15,000 | Clerk → |
| 2023-06-06 | 2023-05-25 | 12 | Spouse | KOCoca-Cola Company | Sale | $1,001 - $15,000 | Clerk → |
| 2023-06-06 | 2023-05-25 | 12 | Spouse | GISGeneral Mills, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2023-06-06 | 2023-05-25 | 12 | Spouse | AEPAmerican Electric Power Company, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2023-06-06 | 2023-05-25 | 12 | Spouse | EQIXEquinix, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2023-06-06 | 2023-05-25 | 12 | Spouse | VZVerizon Communications Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2023-06-06 | 2023-05-25 | 12 | Spouse | NEENextEra Energy, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2023-06-06 | 2023-05-25 | 12 | Spouse | PGProcter & Gamble Company | Sale | $1,001 - $15,000 | Clerk → |
| 2023-06-06 | 2023-05-25 | 12 | Spouse | VVisa Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2023-06-06 | 2023-05-25 | 12 | Spouse | PLDProLogis, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2023-06-06 | 2023-05-25 | 12 | Spouse | NXPINXP Semiconductors N.V. | Sale | $1,001 - $15,000 | Clerk → |
| 2023-06-06 | 2023-05-25 | 12 | Spouse | MAAMid-America Apartment Communities, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2023-06-06 | 2023-05-25 | 12 | Spouse | HCAHCA Healthcare, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2023-06-06 | 2023-05-25 | 12 | Spouse | TJXTJX Companies, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2023-06-06 | 2023-05-25 | 12 | Joint | SOSouthern Company | Sale | $15,001 - $50,000 | Clerk → |
| 2023-06-06 | 2023-05-25 | 12 | Spouse | CTASCintas Corporation | Sale | $1,001 - $15,000 | Clerk → |
| 2023-06-06 | 2023-05-25 | 12 | Spouse | ODFLOld Dominion Freight Line, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2023-06-06 | 2023-05-25 | 12 | Spouse | ESEversource Energy | Sale | $1,001 - $15,000 | Clerk → |
| 2023-06-06 | 2023-05-25 | 12 | Spouse | TTTrane Technologies plc | Sale | $1,001 - $15,000 | Clerk → |
| 2023-06-06 | 2023-05-25 | 12 | Spouse | SPGIS&P Global Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2023-06-06 | 2023-05-25 | 12 | Spouse | UNHUnitedHealth Group Incorporated Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2023-06-06 | 2023-05-25 | 12 | Joint | DECKDeckers Outdoor Corporation | Sale | $1,001 - $15,000 | Clerk → |
| 2023-06-06 | 2023-05-25 | 12 | Spouse | ASMLASML Holding N.V. - New York Registry Shares | Sale | $1,001 - $15,000 | Clerk → |
| 2023-06-06 | 2023-05-25 | 12 | Spouse | TAT&T Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2023-06-06 | 2023-05-25 | 12 | Spouse | PWRQuanta Services, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2023-06-06 | 2023-05-25 | 12 | Spouse | CSCOCisco Systems, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2023-06-06 | 2023-05-25 | 12 | Spouse | JPMJP Morgan Chase & Co. | Sale | $1,001 - $15,000 | Clerk → |
| 2023-05-15 | 2023-03-11 | 65 ·>45 | Spouse | Deskworks Inc. | Sale (partial) | $100,001 - $250,000 | Clerk → |
| 2023-05-15 | 2022-08-25 | 263 ·>45 | Spouse | EXPEExpedia Group, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2022-11-10 | 2022-10-06 | 35 | Spouse | Credit Suisse USA Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2022-10-11 | 2022-09-09 | 32 | Spouse | PWRQuanta Services, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2022-10-11 | 2022-09-09 | 32 | Spouse | GILDGilead Sciences, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2022-10-11 | 2022-09-09 | 32 | Spouse | BACBank of America Corporation | Purchase | $1,001 - $15,000 | Clerk → |
| 2022-10-11 | 2022-09-09 | 32 | Spouse | BDXBecton, Dickinson and Company | Purchase | $1,001 - $15,000 | Clerk → |
| 2022-10-11 | 2022-09-09 | 32 | Spouse | AEP Texas Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2022-10-11 | 2022-09-09 | 32 | Spouse | BUDAnheuser-Busch Inbev SA Sponsored ADR | Purchase | $1,001 - $15,000 | Clerk → |
| 2022-09-13 | 2022-08-25 | 19 | Spouse | DISWalt Disney Company | Purchase | $1,001 - $15,000 | Clerk → |
| 2022-09-13 | 2022-08-25 | 19 | Spouse | CRLCharles River Laboratories International, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2022-09-13 | 2022-08-25 | 19 | Spouse | AMATApplied Materials, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2022-08-08 | 2022-07-08 | 31 | Spouse | KLACKLA Corporation | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2022-07-13 | 2022-06-15 | 28 | Spouse | ALLYAlly Financial Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2022-05-10 | 2022-04-28 | 12 | Spouse | SYFSynchrony Financial | Sale | $1,001 - $15,000 | Clerk → |
| 2022-05-10 | 2022-04-04 | 36 | Spouse | KLACKLA Corporation | Purchase | $1,001 - $15,000 | Clerk → |
| 2022-05-10 | 2022-04-04 | 36 | Spouse | UNPUnion Pacific Corporation | Purchase | $15,001 - $50,000 | Clerk → |
| 2022-04-11 | 2022-03-15 | 27 | Spouse | Tyson Foods Inc | Sale | $1,001 - $15,000 | Clerk → |
| 2022-04-11 | 2022-03-04 | 38 | Spouse | CCitigroup, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2022-04-11 | 2022-03-04 | 38 | Spouse | Vodafone Group PLC | Purchase | $1,001 - $15,000 | Clerk → |
| 2022-04-11 | 2022-03-04 | 38 | Spouse | AMZNAmazon.com, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2022-01-07 | 2021-12-14 | 24 | Spouse | General Motors Finl Co (corporate bond) | Sale | $1,001 - $15,000 | Clerk → |
| 2021-11-03 | 2021-10-15 | 19 | Spouse | AMZNAmazon.com, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2021-11-03 | 2021-10-13 | 21 | Spouse | WMTWalmart Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2021-11-03 | 2021-10-13 | 21 | Spouse | HDHome Depot, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2021-11-03 | 2021-10-13 | 21 | Spouse | PFEPfizer, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2021-11-03 | 2021-10-13 | 21 | Joint | LCIDLucid group, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-11-03 | 2021-10-05 | 29 | Spouse | CATCaterpillar, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-11-03 | 2021-10-05 | 29 | Spouse | Wells Fargo & Company (WFC) Med. Term Note | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-10-07 | 2021-09-30 | 7 | Spouse | NWLNewell brands Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-10-07 | 2021-09-30 | 7 | Spouse | Mcdonalds Company Ltd Tokyo Ordinary Shares | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-10-07 | 2021-09-30 | 7 | Spouse | VZVerizon Communications Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-10-07 | 2021-09-30 | 7 | Spouse | NEENextEra Energy, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-10-07 | 2021-09-30 | 7 | Spouse | SPGIS&P global Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-10-07 | 2021-09-30 | 7 | Spouse | QCOMQUALCOMM Incorporated | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-10-07 | 2021-09-30 | 7 | Spouse | ROPRoper Technologies, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-10-07 | 2021-09-30 | 7 | Spouse | AEPAmerican Electric Power Company, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-10-07 | 2021-09-30 | 7 | Spouse | BCEBCE, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-10-07 | 2021-09-30 | 7 | Spouse | PFEPfizer, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-10-07 | 2021-09-30 | 7 | Spouse | AWKAmerican Water Works Company, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-10-07 | 2021-09-30 | 7 | Spouse | MRKMerck & Company, Inc. Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-10-07 | 2021-09-30 | 7 | Spouse | ODFLOld dominion Freight Line, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-10-07 | 2021-09-30 | 7 | Spouse | DHRDanaher Corporation | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-10-07 | 2021-09-30 | 7 | Spouse | EQIXEquinix, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-10-07 | 2021-09-30 | 7 | Spouse | MAMastercard Incorporated | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-10-07 | 2021-09-30 | 7 | Spouse | CSCOCisco Systems, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-10-07 | 2021-09-30 | 7 | Spouse | GISGeneral Mills, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-10-07 | 2021-09-30 | 7 | Spouse | EXPEExpedia group, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-10-07 | 2021-09-30 | 7 | Spouse | CRLCharles River Laboratories International, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-10-07 | 2021-09-30 | 7 | Spouse | HIGHartford Financial Services group, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-10-07 | 2021-09-30 | 7 | Spouse | AMZNAmazon.com, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-10-07 | 2021-09-30 | 7 | Spouse | ASMLASML Holding N.V. - New York Registry Shares | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-10-07 | 2021-09-30 | 7 | Spouse | National Retail Properties | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-10-07 | 2021-09-30 | 7 | Spouse | AMATApplied Materials, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-10-07 | 2021-09-30 | 7 | Spouse | ESEversource Energy | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-10-07 | 2021-09-30 | 7 | Spouse | HCAHCA Healthcare, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-10-07 | 2021-09-30 | 7 | Spouse | FHNFirst Horizon Corporation | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-10-07 | 2021-09-30 | 7 | Spouse | SYFSynchrony Financial | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-10-07 | 2021-09-30 | 7 | Spouse | PEPPepsico, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-10-07 | 2021-09-30 | 7 | Spouse | FITBFifth Third bancorp | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-10-07 | 2021-09-30 | 7 | Spouse | PLDProLogis, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-10-07 | 2021-09-30 | 7 | Spouse | TAT&T Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-10-07 | 2021-09-30 | 7 | Spouse | TJXTJX Companies, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-10-07 | 2021-09-02 | 35 | Joint | CMECME group Inc. - Class A | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-10-07 | 2021-09-02 | 35 | Spouse | SHWSherwin-Williams Company | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-10-07 | 2021-09-02 | 35 | Spouse | COSTCostco Wholesale Corporation | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-10-07 | 2021-09-02 | 35 | Spouse | BXBlackstone Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-10-07 | 2021-09-02 | 35 | Spouse | VVisa Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-10-07 | 2021-09-02 | 35 | Spouse | TRUTransunion | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-10-07 | 2021-09-02 | 35 | Spouse | AONAon plc Class A Ordinary Shares | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-10-07 | 2021-09-02 | 35 | Spouse | SBUXStarbucks Corporation | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-10-07 | 2021-09-02 | 35 | Spouse | UNHUnitedHealth group Incorporated Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-10-07 | 2021-09-02 | 35 | Spouse | KOCoca-Cola Company | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-10-07 | 2021-09-02 | 35 | Spouse | HDHome depot, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-10-07 | 2021-09-02 | 35 | Spouse | BRK.BBerkshire Hathaway Inc. New | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-10-07 | 2021-09-02 | 35 | Spouse | EWEdwards Lifesciences Corporation | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-10-07 | 2021-09-02 | 35 | Spouse | ADBEAdobe Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-10-07 | 2021-09-02 | 35 | Spouse | DISWalt disney Company | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-10-07 | 2021-09-02 | 35 | Spouse | TMUST-Mobile US, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-10-07 | 2021-09-02 | 35 | Spouse | ALLYAlly Financial Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-10-07 | 2021-09-02 | 35 | Spouse | ACNAccenture plc Class A Ordinary Shares | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-10-07 | 2021-09-02 | 35 | Spouse | TTTrane Technologies plc | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-10-07 | 2021-09-02 | 35 | Spouse | WMTWalmart Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-10-07 | 2021-09-02 | 35 | Spouse | CTASCintas Corporation | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-10-07 | 2021-09-02 | 35 | Spouse | JPMJP Morgan Chase & Co. | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-10-07 | 2021-09-02 | 35 | Spouse | NXPINXP Semiconductors N.V. | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-10-07 | 2021-09-02 | 35 | Spouse | CMCSAComcast Corporation - Class A | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-10-07 | 2021-09-02 | 35 | Spouse | Invesco Preferred ETF | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-10-07 | 2021-09-02 | 35 | Spouse | Avangrid, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-10-07 | 2021-09-02 | 35 | Spouse | ZTSZoetis Inc. Class A | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-10-07 | 2021-09-02 | 35 | Spouse | TMOThermo Fisher Scientific Inc | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-10-07 | 2021-09-02 | 35 | Spouse | ARCCAres Capital Corporation - Closed End Fund | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-10-07 | 2021-09-01 | 36 | Spouse | Gilead Sciences Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2021-09-10 | 2021-08-09 | 32 | Spouse | TMOThermo Fisher Scientific Inc | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-09-10 | 2021-08-09 | 32 | Spouse | TMUST-Mobile US, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-09-10 | 2021-08-09 | 32 | Spouse | EWEdwards Lifesciences Corporation | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-09-10 | 2021-08-09 | 32 | Spouse | AMATApplied Materials, Inc. | Purchase | $15,001 - $50,000 | Clerk → |
| 2021-09-10 | 2021-08-09 | 32 | Spouse | NXPINXP Semiconductors N.V. | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-09-10 | 2021-08-09 | 32 | Spouse | ADBEAdobe Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-09-10 | 2021-08-09 | 32 | Spouse | Credit Suisse USA Inc. | Purchase | $1,001 - $15,000 | Clerk → |
How these are read and published: methodology.
Holdings · annual financial disclosure
Assets listed on the 2019 report.
111 assets with a value on the amended report filed 2020-07-27, 63 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) |
|---|---|---|---|
| Boston Private | Other | Spouse | $1,001 - $15,000 |
| California Public Employee Retirement System | Bond | Member | Undetermined |
| City National Bank | Other | Joint | $15,001 - $50,000 |
| California State Public Works Board Lease Revenue Bonds, Ser. D | Bond | Joint | $15,001 - $50,000 |
| City National Rochdale Gov't Money Market / Cash Sweep | Other | Joint | $100,001 - $250,000 |
| DECKDeckers Outdoor Corporation | Stock | Joint | $1,001 - $15,000 |
| Lynwood Unified School District GO Bonds | Bond | Joint | $100,001 - $250,000 |
| SOSouthern Company | Stock | Joint | $15,001 - $50,000 |
| American Funds Europac Growth R6 | Fund | Member | $50,001 - $100,000 |
| Fidelity Contrafund | Fund | Member | $50,001 - $100,000 |
| Vanguard Extended Market Index | Fund | Member | $50,001 - $100,000 |
| Vanguard Institutional Index | Fund | Member | $50,001 - $100,000 |
| Vantage PLUS R13 Fund | Fund | Member | $100,001 - $250,000 |
| John Marshall Collins PC, 100% Interest | Other | Spouse | $100,001 - $250,000 |
| ADBEAdobe Systems Incorporated | Stock | Spouse | $1,001 - $15,000 |
| GOOGLAlphabet Inc. - Class A | Stock | Spouse | $1,001 - $15,000 |
| AEPAmerican Electric Power Company, Inc. | Stock | Spouse | $1,001 - $15,000 |
| AWKAmerican Water Works Company, Inc. | Stock | Spouse | $1,001 - $15,000 |
| APHAmphenol Corporation | Stock | Spouse | $1,001 - $15,000 |
| Anheuser-Busch Inbev Fin | Bond | Spouse | $1,001 - $15,000 |
| AAPLApple Inc. | Stock | Spouse | $1,001 - $15,000 |
| ARCCAres Capital Corporation - Closed End Fund | Stock | Spouse | $1,001 - $15,000 |
| TAT&T Inc. | Stock | Spouse | $1,001 - $15,000 |
| AT&T Inc. | Bond | Spouse | $1,001 - $15,000 |
| Avangrid, Inc. | Stock | Spouse | $1,001 - $15,000 |
| BGSB&G Foods, Inc. B&G Foods, Inc. | Stock | Spouse | None |
| Bank of America Corp. MTN | Bond | Spouse | $15,001 - $50,000 |
| BACBank of America Corporation | Stock | Spouse | $1,001 - $15,000 |
| Bank of Montreal Medium Term Note | Bond | Spouse | $1,001 - $15,000 |
| Bank of Nova Scotia MTN | Bond | Spouse | $1,001 - $15,000 |
| BRK.BBerkshire Hathaway Inc. New | Stock | Spouse | $1,001 - $15,000 |
| Brookfield Global Listed Real Estate Fund | Fund | Spouse | $15,001 - $50,000 |
| Capital One Financial Co | Bond | Spouse | $1,001 - $15,000 |
| Cash / Money Market Sweep | Other | Spouse | $15,001 - $50,000 |
| CBChubb Limited | Stock | Spouse | $1,001 - $15,000 |
| CINFCincinnati Financial Corporation | Stock | Spouse | $1,001 - $15,000 |
| CTASCintas Corporation | Stock | Spouse | $1,001 - $15,000 |
| Cisco Systems Inc. Noncallable | Bond | Spouse | $15,001 - $50,000 |
| Citigroup Inc. | Bond | Spouse | $15,001 - $50,000 |
| City National Rochdale Fixed Income Opportunities Fund Cl N | Fund | Spouse | $250,001 - $500,000 |
| City National Rochdale Government Bond Fund Serv Cl | Fund | Spouse | $100,001 - $250,000 |
| CMECME Group Inc. - Class A | Stock | Spouse | $1,001 - $15,000 |
| CMSCMS Energy Corporation | Stock | Spouse | $1,001 - $15,000 |
| KOCoca-Cola Company | Stock | Spouse | $1,001 - $15,000 |
| CLColgate-Palmolive Company | Stock | Spouse | $1,001 - $15,000 |
| CMCSAComcast Corporation - Class A | Stock | Spouse | $1,001 - $15,000 |
| COSTCostco Wholesale Corporation | Stock | Spouse | $1,001 - $15,000 |
| DHRDanaher Corporation | Stock | Spouse | $1,001 - $15,000 |
| DDominion Energy, Inc. | Stock | Spouse | $1,001 - $15,000 |
| DDDowDuPont Inc. | Stock | Spouse | None |
| DUKDuke Energy Corporation | Stock | Spouse | $1,001 - $15,000 |
| EWEdwards Lifesciences Corporation | Stock | Spouse | $1,001 - $15,000 |
| EPREPR Properties | Stock | Spouse | $1,001 - $15,000 |
| ESSEssex Property Trust, Inc. | Stock | Spouse | $1,001 - $15,000 |
| ESEversource Energy | Stock | Spouse | $1,001 - $15,000 |
| METAFacebook, Inc. - Class A | Stock | Spouse | $1,001 - $15,000 |
| Fiera Capital Emerging Markets Fund | Fund | Spouse | $15,001 - $50,000 |
| General Motors Finl Co | Bond | Spouse | $1,001 - $15,000 |
| Gilead Sciences Inc. | Bond | Spouse | $1,001 - $15,000 |
| Goldman Sachs Grp. Inc. MTN | Bond | Spouse | $15,001 - $50,000 |
| Healthcare Trust of America, Inc. Class A | Stock | Spouse | $1,001 - $15,000 |
| Home Depot Inc. | Bond | Spouse | $1,001 - $15,000 |
| HDHome Depot, Inc. | Stock | Spouse | $1,001 - $15,000 |
| IRIngersoll-Rand plc | Stock | Spouse | $1,001 - $15,000 |
| INTCIntel Corporation | Stock | Spouse | $1,001 - $15,000 |
| Invesco Preferred ETF | Fund | Spouse | $1,001 - $15,000 |
| JNJJohnson & Johnson | Stock | Spouse | $1,001 - $15,000 |
| JPMJP Morgan Chase & Co. | Stock | Spouse | $1,001 - $15,000 |
| JP Morgan Chase & Co. | Bond | Spouse | $15,001 - $50,000 |
| KMBKimberly-Clark Corporation | Stock | Spouse | $1,001 - $15,000 |
| Lamar Advertising CO-A REIT | Other | Spouse | $1,001 - $15,000 |
| Liberty Property Trust | Stock | Spouse | $1,001 - $15,000 |
| MGAMagna International, Inc. | Stock | Spouse | $1,001 - $15,000 |
| MAMastercard Incorporated | Stock | Spouse | $1,001 - $15,000 |
| MCDMcDonald's Corporation | Stock | Spouse | $1,001 - $15,000 |
| MRKMerck & Company, Inc. Common Stock | Stock | Spouse | $1,001 - $15,000 |
| MSFTMicrosoft Corporation | Stock | Spouse | $1,001 - $15,000 |
| MAAMid-America Apartment Communities, Inc. | Stock | Spouse | $1,001 - $15,000 |
| Morgan Stanley | Bond | Spouse | $1,001 - $15,000 |
| National Retail Properties | Stock | Spouse | $1,001 - $15,000 |
| NEENextEra Energy, Inc. | Stock | Spouse | $1,001 - $15,000 |
| Oracle Corp. | Bond | Spouse | $15,001 - $50,000 |
| PAYXPaychex, Inc. | Stock | Spouse | $1,001 - $15,000 |
| Pepsico Inc. | Bond | Spouse | $15,001 - $50,000 |
| PEPPepsico, Inc. | Stock | Spouse | $1,001 - $15,000 |
| PNCPNC Financial Services Group, Inc. | Stock | Spouse | $1,001 - $15,000 |
| PGProcter & Gamble Company | Stock | Spouse | $1,001 - $15,000 |
| PRUPrudential Financial, Inc. | Stock | Spouse | $1,001 - $15,000 |
| PHMPulteGroup, Inc. | Stock | Spouse | $1,001 - $15,000 |
| Sumitomo Mitsui Finl Grp | Bond | Spouse | $1,001 - $15,000 |
| SYYSysco Corporation | Stock | Spouse | $1,001 - $15,000 |
| TMOThermo Fisher Scientific Inc | Stock | Spouse | $1,001 - $15,000 |
| TFCTruist Financial Corporation | Stock | Spouse | $1,001 - $15,000 |
| Tyson Foods Inc. | Bond | Spouse | $1,001 - $15,000 |
| UNPUnion Pacific Corporation | Stock | Spouse | $1,001 - $15,000 |
| United Parcel Service | Bond | Spouse | $15,001 - $50,000 |
| UNHUnitedHealth Group Incorporated Common Stock | Stock | Spouse | $1,001 - $15,000 |
| Verizon Comm Inc. | Bond | Spouse | $1,001 - $15,000 |
| VZVerizon Communications Inc. | Stock | Spouse | $1,001 - $15,000 |
| VVisa Inc. | Stock | Spouse | $1,001 - $15,000 |
| WPCW.P. Carey Inc. REIT | Stock | Spouse | $1,001 - $15,000 |
| WMTWalmart Inc. | Stock | Spouse | $1,001 - $15,000 |
| DISWalt Disney Company | Stock | Spouse | $1,001 - $15,000 |
| Waste Management Inc. | Bond | Spouse | $1,001 - $15,000 |
| Wells Fargo Co MTN | Bond | Spouse | $15,001 - $50,000 |
| WELLWelltower Inc. | Stock | Spouse | $1,001 - $15,000 |
| Westpac Banking Corp Noncallable | Bond | Spouse | None |
| XELXcel Energy Inc. | Stock | Spouse | $1,001 - $15,000 |
| ZTSZoetis Inc. Class A | Stock | Spouse | $1,001 - $15,000 |
| Residential Rental Property | Other | Joint | $500,001 - $1,000,000 |
| Delaware Diversified Income Fund Class C | Fund | Member | $15,001 - $50,000 |
How reports are read: holdings methodology.