Congressional stock trades · Member
Barbara Lee
Former representative · CA-12 · Democrat
No published transactions from periodic transaction reports since 2020. Holdings from 8 annual reports are below.
How these are read and published: methodology.
Holdings · annual financial disclosure
Assets listed on the 2019 report.
24 assets with a value on the report filed 2020-08-13. 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) |
|---|---|---|---|
| 1919 Socially Responsive Balanced Fund Class | Fund | Member | $1,001 - $15,000 |
| Access Capital Community Investment Fund (I) | Fund | Member | $15,001 - $50,000 |
| SA American Funds VCP Managed Allocation | Other | Member | None |
| SA PIMCO VCP Tactical Balanced Portfolio | Other | Member | None |
| SA T. Rowe Price VCP Balanced | Other | Member | None |
| Book contract with Rowman & Littlefield Publishers, Inc. (Approved by Committee) | Other | Member | Undetermined |
| Brown Advisory Sustainable Growth Fund | Fund | Member | $1,001 - $15,000 |
| Calvert Global Energy Solutions Fund | Fund | Member | $1,001 - $15,000 |
| Calvert Global Water Fund Class | Fund | Member | $1,001 - $15,000 |
| Calvert Green Bond Fund | Fund | Member | $15,001 - $50,000 |
| Charles Schwab Checking and Money Market Accounts | Other | Member | $1,001 - $15,000 |
| Congressional Federal Credit Union (Formerly Wright Patman Congressional Credit Union) Checking and | Other | Member | $15,001 - $50,000 |
| CRA Qualified Investment Institutional Class | Fund | Member | $15,001 - $50,000 |
| East West Bank Accounts, Oakland, CA | Other | Member | $1,001 - $15,000 |
| Green Century Balanced Fund | Fund | Member | $1,001 - $15,000 |
| Green Century Equity Fund | Fund | Member | $1,001 - $15,000 |
| Healthcare Trust of America, Inc. Class A | Stock | Member | $1,001 - $15,000 |
| Parnassus Endeavor Fund | Fund | Member | $1,001 - $15,000 |
| Parnassus Fund | Fund | Member | $1,001 - $15,000 |
| PAX World Global Green Institutional Class | Fund | Member | $1,001 - $15,000 |
| Portfolio 21 Institutional Fund | Fund | Member | $1,001 - $15,000 |
| Praxis Impact Bond Fund Class I | Fund | Member | $1,001 - $15,000 |
| Shelton FDS Green Alpha Fund | Fund | Member | $1,001 - $15,000 |
| Wells Fargo Bank Checking Account | Other | Member | $1 - $1,000 |
How reports are read: holdings methodology.