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 2023 report.
69 assets with a value on the amended report filed 2026-08-10, 19 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) |
|---|---|---|---|
| California Public Employee Retirement System | Bond | Member | Undetermined |
| City National Bank | Other | Joint | $1,001 - $15,000 |
| Deskworks Inc. | Other | Spouse | $100,001 - $250,000 |
| John Marshall Collins PC, 100% Interest | Other | Spouse | $50,001 - $100,000 |
| Residential Rental Property | Other | Joint | $1,000,001 - $5,000,000 |
| Satellite Telework Centers | Other | Spouse | $1 - $1,000 |
| Silicon Valley Bank | Other | Joint | $50,001 - $100,000 |
| California State Public Works Board Lease Revenue Bonds, Ser. D | Bond | Joint | $1,001 - $15,000 |
| Cash Sweep | Other | Joint | None |
| DECKDeckers Outdoor Corporation | Stock | Joint | None |
| Eventide Gilead Fund Institutional Class | Fund | Joint | $15,001 - $50,000 |
| Fidelity Government Cash Reserves | Other | Joint | $1,001 - $15,000 |
| FlexShares Global Upstream Natural Resources Index Fund ETF | Fund | Joint | $1,001 - $15,000 |
| iShares Core MSCI Emerging Markets ETF | Fund | Joint | $1,001 - $15,000 |
| iShares MSCI ACWI ex U.S. ETF | Fund | Joint | $15,001 - $50,000 |
| iShares MSCI Intl Quality Factor ETF | Fund | Joint | $15,001 - $50,000 |
| iShares Preferred and Income Securities ETF | Fund | Joint | $15,001 - $50,000 |
| iShares Trust iShares Global REIT ETF | Fund | Joint | $1,001 - $15,000 |
| Lynwood Unified School District GO Bonds | Bond | Joint | $100,001 - $250,000 |
| ProShares DJ Brookfield Global Infrastructure ETF | Fund | Joint | $1,001 - $15,000 |
| SOSouthern Company | Stock | Joint | None |
| SPDR Nuveen Bloomberg High Yield Municipal Bond ETF | Fund | Joint | $1,001 - $15,000 |
| TCW Transform 500 ETF | Fund | Joint | $50,001 - $100,000 |
| United State Treasury Bills | Bond | Joint | $100,001 - $250,000 |
| Vanguard FTSE All-Wld ex-US SmCp Idx ETF | Fund | Joint | $1,001 - $15,000 |
| American Funds Europac Growth R6 | Fund | Member | $50,001 - $100,000 |
| Fidelity Contrafund | Fund | Member | $100,001 - $250,000 |
| MissionSquare PLUS R13 Fund | Fund | Member | $100,001 - $250,000 |
| Vanguard Extended Market Index | Fund | Member | $100,001 - $250,000 |
| Vanguard Institutional Index | Fund | Member | $50,001 - $100,000 |
| BUDAnheuser-Busch Inbev SA Sponsored ADR | Stock | Spouse | None |
| AONAon plc Class A Ordinary Shares | Stock | Spouse | None |
| Bank of America Corp. MTN | Bond | Spouse | None |
| BRK.BBerkshire Hathaway Inc. New | Stock | Spouse | None |
| CTASCintas Corporation | Stock | Spouse | None |
| Cisco Systems Inc. Noncallable | Bond | Spouse | None |
| CFGCitizens Financial Group, Inc. | Stock | Spouse | None |
| KOCoca-Cola Company | Stock | Spouse | None |
| COSTCostco Wholesale Corporation | Stock | Spouse | None |
| Eventide Gilead Fund Institutional Class | Fund | Spouse | $50,001 - $100,000 |
| Fidelity Government Cash Reserves | Other | Spouse | $15,001 - $50,000 |
| FlexShares Global Upstream Natural Resources Index Fund ETF | Fund | Spouse | $1,001 - $15,000 |
| GISGeneral Mills, Inc. | Stock | Spouse | None |
| GILDGilead Sciences, Inc. | Stock | Spouse | None |
| HCAHCA Healthcare, Inc. | Stock | Spouse | None |
| iShares Core MSCI Emerging Markets ETF | Fund | Spouse | $15,001 - $50,000 |
| iShares iBoxx $ High Yield Corporate Bond ETF | Fund | Spouse | $15,001 - $50,000 |
| iShares Intermediate Government/Credit Bond ETF | Fund | Spouse | $100,001 - $250,000 |
| iShares MSCI ACWI ex U.S. ETF | Fund | Spouse | $50,001 - $100,000 |
| iShares MSCI Intl Quality Factor ETF | Fund | Spouse | $50,001 - $100,000 |
| iShares Preferred and Income Securities ETF | Fund | Spouse | $15,001 - $50,000 |
| iShares Trust iShares Global REIT ETF | Fund | Spouse | $15,001 - $50,000 |
| KEYKeyCorp | Stock | Spouse | None |
| MAMastercard Incorporated | Stock | Spouse | None |
| MCDMcDonald's Corporation | Stock | Spouse | None |
| MRKMerck & Company, Inc. Common Stock | Stock | Spouse | None |
| Oracle Corp. | Bond | Spouse | None |
| PEPPepsico, Inc. | Stock | Spouse | None |
| ProShares DJ Brookfield Global Infrastructure ETF | Fund | Spouse | $1,001 - $15,000 |
| PWRQuanta Services, Inc. | Stock | Spouse | None |
| TCW Transform 500 ETF | Fund | Spouse | $100,001 - $250,000 |
| UNHUnitedHealth Group Incorporated Common Stock | Stock | Spouse | None |
| Vanguard FTSE All-Wld ex-US SmCp Idx ETF | Fund | Spouse | $15,001 - $50,000 |
| Vodafone Group PLC | Bond | Spouse | None |
| iShares Core S&P Small-Cap ETF | Fund | Member | $1,001 - $15,000 |
| iShares Intermediate Government/Credit Bond ETF | Fund | Member | $1,001 - $15,000 |
| iShares MSCI ACWI ex U.S. ETF | Fund | Member | $1,001 - $15,000 |
| iShares Preferred and Income Securities ETF | Fund | Member | $1 - $1,000 |
| TCW Transform 500 ETF | Fund | Member | $1,001 - $15,000 |
How reports are read: holdings methodology.