Congressional stock trades · Member
Scott H. Peters
Representative · CA-50 · Democrat
406 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 Energy and Commerce; House Committee on the Budget.
| Disclosed | Traded | Days | Owner | Asset | Type | Amount range (as filed) | Source |
|---|---|---|---|---|---|---|---|
| 2026-09-21 | 2026-08-31 | 21 | Spouse | New York, NY City COMB TX | Sale | $500,001 - $1,000,000 | Clerk → |
| 2026-09-21 | 2026-08-31 | 21 | Spouse | U.S. Treasury Bill | Sale (partial) | $50,001 - $100,000 | Clerk → |
| 2026-09-21 | 2026-08-20 | 32 | Spouse | Irvine Ranch CA WRSR UTIL | Purchase | $100,001 - $250,000 | Clerk → |
| 2026-09-21 | 2026-08-19 | 33 | Spouse | Petaluma CA WASTE SWR UTIL | Purchase | $500,001 - $1,000,000 | Clerk → |
| 2026-09-21 | 2026-08-13 | 39 | Spouse | Energy Northwest WA PWR UTIL | Sale | $500,001 - $1,000,000 | Clerk → |
| 2026-09-21 | 2026-08-13 | 39 | Spouse | U.S. Treasury Bill | Sale (partial) | $50,001 - $100,000 | Clerk → |
| 2026-09-21 | 2026-08-13 | 39 | Spouse | U.S. Treasury Bill | Sale (partial) | $50,001 - $100,000 | Clerk → |
| 2026-09-21 | 2026-08-13 | 39 | Spouse | UNIV CA PUB EDUC | Purchase | $500,001 - $1,000,000 | Clerk → |
| 2026-09-21 | 2026-08-12 | 40 | Spouse | Kent Street O&M Holdings LLC | Purchase | $100,001 - $250,000 | Clerk → |
| 2026-09-21 | 2026-08-10 | 42 | Spouse | U.S. Treasury Bill | Purchase | $250,001 - $500,000 | Clerk → |
| 2026-09-21 | 2026-08-06 | 46 ·>45 | Spouse | West VY Mission CMN EDUC | Purchase | $250,001 - $500,000 | Clerk → |
| 2026-09-21 | 2026-08-05 | 47 ·>45 | Spouse | U.S. Treasury Bill | Sale (partial) | $100,001 - $250,000 | Clerk → |
| 2026-09-21 | 2026-08-05 | 47 ·>45 | Spouse | Smash Capital Fund II LP | Purchase | $15,001 - $50,000 | Clerk → |
| 2026-09-21 | 2026-08-04 | 48 ·>45 | Spouse | Enterprise CA | Sale | $500,001 - $1,000,000 | Clerk → |
| 2026-09-21 | 2026-08-03 | 49 ·>45 | Spouse | U.S. Treasury Bill | Purchase | $50,001 - $100,000 | Clerk → |
| 2026-09-21 | 2026-08-03 | 49 ·>45 | Spouse | Palmdale CA Sch | Sale | $50,001 - $100,000 | Clerk → |
| 2026-09-21 | 2026-08-03 | 49 ·>45 | Spouse | Ro | Purchase | $250,001 - $500,000 | Clerk → |
| 2026-08-17 | 2026-07-30 | 18 | Spouse | Pittsburgh, CA Successor Agency | Purchase | $50,001 - $100,000 | Clerk → |
| 2026-08-17 | 2026-07-29 | 19 | Spouse | Audax Senior Loan Fund ST LP | Purchase | Spouse/DC Over $1,000,000 | Clerk → |
| 2026-08-17 | 2026-07-28 | 20 | Spouse | U.S. Treasury Bill | Sale (partial) | $15,001 - $50,000 | Clerk → |
| 2026-08-17 | 2026-07-28 | 20 | Spouse | U.S. Treasury Bill | Sale (partial) | Spouse/DC Over $1,000,000 | Clerk → |
| 2026-08-17 | 2026-07-28 | 20 | Spouse | U.S. Treasury Bill | Sale (partial) | $50,001 - $100,000 | Clerk → |
| 2026-08-17 | 2026-07-28 | 20 | Spouse | Smash Capital Fund II LP | Purchase | $50,001 - $100,000 | Clerk → |
| 2026-08-17 | 2026-07-27 | 21 | Spouse | U.S. Treasury Bill | Purchase | $50,001 - $100,000 | Clerk → |
| 2026-08-17 | 2026-07-27 | 21 | Spouse | U.S. Treasury Bill | Purchase | Spouse/DC Over $1,000,000 | Clerk → |
| 2026-08-17 | 2026-07-24 | 24 | Spouse | Los Angeles CA IMPT SCH | Sale | $50,001 - $100,000 | Clerk → |
| 2026-08-17 | 2026-07-24 | 24 | Spouse | Los Angeles CA GO UTX | Sale (partial) | $500,001 - $1,000,000 | Clerk → |
| 2026-08-17 | 2026-07-24 | 24 | Spouse | Los Angeles CA IMPTSch | Sale | $500,001 - $1,000,000 | Clerk → |
| 2026-08-17 | 2026-07-23 | 25 | Spouse | U.S. Treasury Bill | Sale (partial) | $50,001 - $100,000 | Clerk → |
| 2026-08-17 | 2026-07-22 | 26 | Spouse | Valo Ventures GP II, LP | Purchase | $15,001 - $50,000 | Clerk → |
| 2026-08-17 | 2026-07-22 | 26 | Spouse | Charlotte-Meckle HLTH | Sale | $250,001 - $500,000 | Clerk → |
| 2026-08-17 | 2026-07-01 | 47 ·>45 | Spouse | Los Angeles Cnty CA TRANs | Purchase | $100,001 - $250,000 | Clerk → |
| 2026-07-10 | 2026-06-26 | 14 | Spouse | Form Energy | Purchase | $250,001 - $500,000 | Clerk → |
| 2026-07-10 | 2026-06-26 | 14 | Spouse | Charlotte-Meckle HLTH | Purchase | $250,001 - $500,000 | Clerk → |
| 2026-07-10 | 2026-06-25 | 15 | Spouse | U.S. Treasury Bill | Sale (partial) | $250,001 - $500,000 | Clerk → |
| 2026-07-10 | 2026-06-24 | 16 | Spouse | Dublin CA UNIF SCH DIST | Sale | $100,001 - $250,000 | Clerk → |
| 2026-07-10 | 2026-06-24 | 16 | Spouse | San Juan CA UNI GO UTX | Purchase | $50,001 - $100,000 | Clerk → |
| 2026-07-10 | 2026-06-24 | 16 | Spouse | Allocate Premier Access Fund | Purchase | $15,001 - $50,000 | Clerk → |
| 2026-07-10 | 2026-06-24 | 16 | Spouse | Allocate Alpha Fund II LP | Purchase | $15,001 - $50,000 | Clerk → |
| 2026-07-10 | 2026-06-18 | 22 | Spouse | Smash Capital Fund II LP | Purchase | $100,001 - $250,000 | Clerk → |
| 2026-07-10 | 2026-06-11 | 29 | Spouse | New York, NY City COMB TX | Purchase | $500,001 - $1,000,000 | Clerk → |
| 2026-07-10 | 2026-06-11 | 29 | Spouse | U.S. Treasury Bill | Sale (partial) | $50,001 - $100,000 | Clerk → |
| 2026-07-10 | 2026-06-04 | 36 | Spouse | Grapevine-Colleyville TX GO UTX | Sale | $50,001 - $100,000 | Clerk → |
| 2026-07-10 | 2026-06-03 | 37 | Spouse | Southwestern Community Coll Educ | Purchase | $500,001 - $1,000,000 | Clerk → |
| 2026-07-10 | 2026-06-01 | 39 | Spouse | U.S. Treasury Bills | Purchase | $250,001 - $500,000 | Clerk → |
| 2026-06-19 | 2026-05-29 | 21 | Spouse | San Juan CA USD IMPT SCH | Sale | $500,001 - $1,000,000 | Clerk → |
| 2026-06-19 | 2026-05-26 | 24 | Spouse | U. S. Treasury Bills | Sale (partial) | $100,001 - $250,000 | Clerk → |
| 2026-06-19 | 2026-05-21 | 29 | Spouse | Dublin CA UNIF SCH DIST | Sale | $250,001 - $500,000 | Clerk → |
| 2026-06-19 | 2026-05-21 | 29 | Spouse | Kentucky PUB UTIL | Purchase | $250,001 - $500,000 | Clerk → |
| 2026-06-19 | 2026-05-20 | 30 | Spouse | Energy Northwest WA PWR UTIL | Purchase | $500,001 - $1,000,000 | Clerk → |
| 2026-06-19 | 2026-05-19 | 31 | Spouse | Miami-Dade Cnty FL SCH COPS | Purchase | $50,001 - $100,000 | Clerk → |
| 2026-06-19 | 2026-05-19 | 31 | Spouse | Chabot-Las Positas COLL EDUC | Purchase | $100,001 - $250,000 | Clerk → |
| 2026-06-19 | 2026-05-19 | 31 | Spouse | Val Verde CA UNIF SCH | Purchase | $50,001 - $100,000 | Clerk → |
| 2026-06-19 | 2026-05-18 | 32 | Spouse | U.S. Treasury Bills | Purchase | $250,001 - $500,000 | Clerk → |
| 2026-06-19 | 2026-05-15 | 35 | Spouse | EEMA O&M Services Group | Purchase | $250,001 - $500,000 | Clerk → |
| 2026-06-19 | 2026-05-15 | 35 | Spouse | Visalia CA Unif Imp Sch | Sale | $500,001 - $1,000,000 | Clerk → |
| 2026-06-19 | 2026-05-15 | 35 | Spouse | Kent Street Group LLC | Purchase | $15,001 - $50,000 | Clerk → |
| 2026-06-19 | 2026-05-14 | 36 | Spouse | Burbank Glendale PA Air Tran | Purchase | $250,001 - $500,000 | Clerk → |
| 2026-06-19 | 2026-05-14 | 36 | Spouse | U.S. Treasury Bills | Sale (partial) | $15,001 - $50,000 | Clerk → |
| 2026-06-19 | 2026-05-11 | 39 | Spouse | Los Angeles CA IMPT SCH | Purchase | $50,001 - $100,000 | Clerk → |
| 2026-06-19 | 2026-05-08 | 42 | Spouse | U.S. Treasury Bills | Sale (partial) | $100,001 - $250,000 | Clerk → |
| 2026-06-19 | 2026-05-07 | 43 | Spouse | Westminster CA Impt Sch | Purchase | $500,001 - $1,000,000 | Clerk → |
| 2026-06-19 | 2026-05-07 | 43 | Spouse | Torch Capital III LP | Purchase | $15,001 - $50,000 | Clerk → |
| 2026-06-19 | 2026-05-07 | 43 | Spouse | Westminster CA IMPT SCH | Purchase | $50,001 - $100,000 | Clerk → |
| 2026-06-19 | 2026-05-07 | 43 | Spouse | U.S. Treasury Bills | Sale (partial) | $15,001 - $50,000 | Clerk → |
| 2026-06-19 | 2026-05-06 | 44 | Spouse | San Diego CA Unif Sch | Purchase | $250,001 - $500,000 | Clerk → |
| 2026-06-19 | 2026-05-06 | 44 | Spouse | East Bay CA Muni Util | Purchase | $250,001 - $500,000 | Clerk → |
| 2026-06-19 | 2026-05-06 | 44 | Spouse | Franklin-McKinley IMPT SCH | Purchase | $50,001 - $100,000 | Clerk → |
| 2026-06-19 | 2026-05-06 | 44 | Spouse | East Bay CA MUN WTR UTIL | Purchase | $50,001 - $100,000 | Clerk → |
| 2026-06-19 | 2026-05-05 | 45 | Spouse | Bonita CA UNI SCH | Purchase | $50,001 - $100,000 | Clerk → |
| 2026-06-19 | 2026-05-05 | 45 | Spouse | Fairfield-Suisun CA | Purchase | $500,001 - $1,000,000 | Clerk → |
| 2026-06-19 | 2026-05-05 | 45 | Spouse | Austin TX ARPT SYS TRAN | Purchase | $50,001 - $100,000 | Clerk → |
| 2026-06-19 | 2026-05-04 | 46 ·>45 | Spouse | U.S. Treasury Bills | Sale (partial) | $50,001 - $100,000 | Clerk → |
| 2026-06-19 | 2026-05-04 | 46 ·>45 | Spouse | San Juan CA | Sale (partial) | $100,001 - $250,000 | Clerk → |
| 2026-06-19 | 2026-05-01 | 49 ·>45 | Spouse | CA Infrastructure | Sale | $500,001 - $1,000,000 | Clerk → |
| 2026-05-18 | 2026-04-30 | 18 | Spouse | U.S Treasury Bills | Sale (partial) | $50,001 - $100,000 | Clerk → |
| 2026-05-18 | 2026-04-28 | 20 | Spouse | Audax Senior Loan Fund ST LP | Purchase | Spouse/DC Over $1,000,000 | Clerk → |
| 2026-05-18 | 2026-04-28 | 20 | Spouse | Berks Cnty PA GO UTX | Purchase | $50,001 - $100,000 | Clerk → |
| 2026-05-18 | 2026-04-24 | 24 | Spouse | San Diego CNTY CA WTR UTIL | Sale | $50,001 - $100,000 | Clerk → |
| 2026-05-18 | 2026-04-24 | 24 | Spouse | U.S Treasury Bills | Sale (partial) | $50,001 - $100,000 | Clerk → |
| 2026-05-18 | 2026-04-24 | 24 | Spouse | Los Angeles CA GO UTX | Sale | $50,001 - $100,000 | Clerk → |
| 2026-05-18 | 2026-04-24 | 24 | Spouse | Illinois State GO UTX | Purchase | $500,001 - $1,000,000 | Clerk → |
| 2026-05-18 | 2026-04-24 | 24 | Spouse | UNIV CA PUB EDUC | Sale | $50,001 - $100,000 | Clerk → |
| 2026-05-18 | 2026-04-24 | 24 | Spouse | Los Angeles CNTY EXCISE | Sale | $50,001 - $100,000 | Clerk → |
| 2026-05-18 | 2026-04-23 | 25 | Spouse | U.S Treasury Bills | Sale (partial) | $15,001 - $50,000 | Clerk → |
| 2026-05-18 | 2026-04-22 | 26 | Spouse | San Francisco CA Bay Mass Tran | Sale | $50,001 - $100,000 | Clerk → |
| 2026-05-18 | 2026-04-22 | 26 | Spouse | U.S Treasury Bills | Sale (partial) | $50,001 - $100,000 | Clerk → |
| 2026-05-18 | 2026-04-22 | 26 | Spouse | Los Angeles County Excise Tax | Sale | $250,001 - $500,000 | Clerk → |
| 2026-05-18 | 2026-04-22 | 26 | Spouse | Novato CA UNI SCH | Sale | $50,001 - $100,000 | Clerk → |
| 2026-05-18 | 2026-04-21 | 27 | Spouse | Los Angeles CNTY EXCISE | Purchase | $500,001 - $1,000,000 | Clerk → |
| 2026-05-18 | 2026-04-21 | 27 | Spouse | Austin TX WTR UTIL | Purchase | $50,001 - $100,000 | Clerk → |
| 2026-05-18 | 2026-04-21 | 27 | Spouse | Los Angeles Cnty CA EXCISE | Purchase | $50,001 - $100,000 | Clerk → |
| 2026-05-18 | 2026-04-21 | 27 | Spouse | Met Govt Nashville, TN HLTH SYS | Purchase | $250,001 - $500,000 | Clerk → |
| 2026-05-18 | 2026-04-17 | 31 | Spouse | U.S Treasury Bills | Sale (partial) | $100,001 - $250,000 | Clerk → |
| 2026-05-18 | 2026-04-16 | 32 | Spouse | U.S Treasury Bills | Sale (partial) | $50,001 - $100,000 | Clerk → |
| 2026-05-18 | 2026-04-16 | 32 | Spouse | Trinity River Auth SWR UTIL | Purchase | $50,001 - $100,000 | Clerk → |
| 2026-05-18 | 2026-04-14 | 34 | Spouse | Chester Cnty PA SCH | Purchase | $50,001 - $100,000 | Clerk → |
| 2026-05-18 | 2026-04-13 | 35 | Spouse | U.S Treasury Bills | Sale (partial) | $250,001 - $500,000 | Clerk → |
| 2026-05-18 | 2026-04-13 | 35 | Spouse | U.S Treasury Bills | Sale (partial) | $50,001 - $100,000 | Clerk → |
| 2026-05-18 | 2026-04-13 | 35 | Spouse | Pasadena CA COLL EDUC | Sale | $250,001 - $500,000 | Clerk → |
| 2026-05-18 | 2026-04-10 | 38 | Spouse | U.S Treasury Bills | Sale (partial) | $50,001 - $100,000 | Clerk → |
| 2026-05-18 | 2026-04-09 | 39 | Spouse | California Health SYS | Purchase | $50,001 - $100,000 | Clerk → |
| 2026-05-18 | 2026-04-09 | 39 | Spouse | Grapevine-Colleyville TX GO UTX | Purchase | $50,001 - $100,000 | Clerk → |
| 2026-05-18 | 2026-04-09 | 39 | Spouse | U.S Treasury Bills | Sale (partial) | $50,001 - $100,000 | Clerk → |
| 2026-05-18 | 2026-04-09 | 39 | Spouse | CA ST PUB W BLDG | Purchase | $50,001 - $100,000 | Clerk → |
| 2026-05-18 | 2026-04-09 | 39 | Spouse | CA ST PUB W BLDG | Purchase | $250,001 - $500,000 | Clerk → |
| 2026-05-18 | 2026-04-09 | 39 | Spouse | Los Angeles CA Pwr Util | Sale | $500,001 - $1,000,000 | Clerk → |
| 2026-05-18 | 2026-04-07 | 41 | Spouse | Pittsburgh CA WTR UTIL | Sale | $250,001 - $500,000 | Clerk → |
| 2026-05-18 | 2026-04-06 | 42 | Spouse | U.S Treasury Bills | Sale (partial) | $100,001 - $250,000 | Clerk → |
| 2026-05-18 | 2026-04-06 | 42 | Spouse | Los Angeles CA Wtr Swr Util | Sale | $500,001 - $1,000,000 | Clerk → |
| 2026-05-18 | 2026-04-02 | 46 ·>45 | Spouse | Sacramento Muni Util Dist | Sale | $100,001 - $250,000 | Clerk → |
| 2026-05-18 | 2026-04-02 | 46 ·>45 | Spouse | Anaheim CA Hsg Elec Util | Sale | $50,001 - $100,000 | Clerk → |
| 2026-05-18 | 2026-04-02 | 46 ·>45 | Spouse | U.S Treasury Bills | Sale (partial) | $50,001 - $100,000 | Clerk → |
| 2026-05-18 | 2026-04-02 | 46 ·>45 | Spouse | Sacramento Muni Util Dist | Sale | $250,001 - $500,000 | Clerk → |
| 2026-05-18 | 2026-04-02 | 46 ·>45 | Spouse | Los Angeles CA Wtr Swr Util | Sale | $100,001 - $250,000 | Clerk → |
| 2026-04-29 | 2026-03-30 | 30 | Spouse | Riverside CA Elec Util | Sale | Spouse/DC Over $1,000,000 | Clerk → |
| 2026-04-29 | 2026-03-30 | 30 | Spouse | U.S Treasury Bills | Purchase | $250,001 - $500,000 | Clerk → |
| 2026-04-29 | 2026-03-30 | 30 | Spouse | U.S Treasury Bills | Purchase | $250,001 - $500,000 | Clerk → |
| 2026-04-29 | 2026-03-27 | 33 | Spouse | San Diego CA UNI GO UTX | Sale | $250,001 - $500,000 | Clerk → |
| 2026-04-29 | 2026-03-26 | 34 | Spouse | Allocate Alpha Fund II LP | Purchase | $1,001 - $15,000 | Clerk → |
| 2026-04-29 | 2026-03-25 | 35 | Spouse | U.S Treasury Bills | Purchase | $500,001 - $1,000,000 | Clerk → |
| 2026-04-29 | 2026-03-25 | 35 | Spouse | Inverted Capital I LP | Purchase | $50,001 - $100,000 | Clerk → |
| 2026-04-29 | 2026-03-25 | 35 | Spouse | Allocate Premier Access Fund | Purchase | $1,001 - $15,000 | Clerk → |
| 2026-04-29 | 2026-03-24 | 36 | Spouse | U.S Treasury Bills | Sale (partial) | $100,001 - $250,000 | Clerk → |
| 2026-04-29 | 2026-03-24 | 36 | Spouse | U.S. Treasury Notes | Sale | Spouse/DC Over $1,000,000 | Clerk → |
| 2026-03-18 | 2026-02-19 | 27 | Spouse | U. S. Treasury Bills | Sale (partial) | $500,001 - $1,000,000 | Clerk → |
| 2026-03-18 | 2026-02-13 | 33 | Spouse | Stepstone Tactical Growth Fund III, LP | Purchase | $1,001 - $15,000 | Clerk → |
| 2026-03-18 | 2026-02-04 | 42 | Spouse | Kent Street O&M Holdings LLC | Purchase | $100,001 - $250,000 | Clerk → |
| 2026-03-18 | 2026-02-03 | 43 | Spouse | Valo Ventures GP II, LP | Purchase | $50,001 - $100,000 | Clerk → |
| 2026-02-25 | 2026-01-21 | 35 | Spouse | Valo Ventures GP II, LP | Purchase | $15,001 - $50,000 | Clerk → |
| 2026-02-25 | 2026-01-21 | 35 | Spouse | Regeneration VC Fund 1 LP | Purchase | $15,001 - $50,000 | Clerk → |
| 2026-02-25 | 2026-01-14 | 42 | Spouse | Solace Health | Purchase | $250,001 - $500,000 | Clerk → |
| 2026-01-19 | 2025-12-29 | 21 | Spouse | U.S Treasury Bills | Purchase | $100,001 - $250,000 | Clerk → |
| 2026-01-19 | 2025-12-26 | 24 | Spouse | U.S Treasury Bills | Sale (partial) | $100,001 - $250,000 | Clerk → |
| 2026-01-19 | 2025-12-19 | 31 | Spouse | Allocate Premier Access Fund | Purchase | $15,001 - $50,000 | Clerk → |
| 2026-01-19 | 2025-12-19 | 31 | Spouse | Allocate Alpha Fund II LP | Purchase | $1,001 - $15,000 | Clerk → |
| 2026-01-19 | 2025-12-08 | 42 | Spouse | U.S Treasury Bills | Purchase | $50,001 - $100,000 | Clerk → |
| 2026-01-19 | 2025-12-04 | 46 ·>45 | Spouse | U.S Treasury Bills | Sale (partial) | $50,001 - $100,000 | Clerk → |
| 2025-12-11 | 2025-11-20 | 21 | Spouse | Kent Street Group LLC | Purchase | $15,001 - $50,000 | Clerk → |
| 2025-12-11 | 2025-11-19 | 22 | Spouse | Allocate Alpha Fund II LP | Purchase | $15,001 - $50,000 | Clerk → |
| 2025-12-11 | 2025-11-19 | 22 | Spouse | Palmdale CA Sch | Purchase | $100,001 - $250,000 | Clerk → |
| 2025-12-11 | 2025-11-18 | 23 | Spouse | U.S. Treasury Notes | Sale (partial) | $500,001 - $1,000,000 | Clerk → |
| 2025-12-11 | 2025-11-12 | 29 | Spouse | Motesto CA Waste | Purchase | $100,001 - $250,000 | Clerk → |
| 2025-12-11 | 2025-11-03 | 38 | Spouse | Sacramento CA WTR UTIL | Sale | $100,001 - $250,000 | Clerk → |
| 2025-11-14 | 2025-10-06 | 39 | Spouse | U.S Treasury Bills | Purchase | $15,001 - $50,000 | Clerk → |
| 2025-11-14 | 2025-10-02 | 43 | Spouse | U.S Treasury Bills | Sale (partial) | $15,001 - $50,000 | Clerk → |
| 2025-11-14 | 2025-10-01 | 44 | Spouse | San Francisco CA Sewer Util | Sale | $50,001 - $100,000 | Clerk → |
| 2025-10-17 | 2025-09-29 | 18 | Spouse | Riverside CA Sewer Util | Sale | $100,001 - $250,000 | Clerk → |
| 2025-10-17 | 2025-09-25 | 22 | Spouse | Inverted Capital I LP | Purchase | $50,001 - $100,000 | Clerk → |
| 2025-10-17 | 2025-09-25 | 22 | Spouse | U.S Treasury Bills | Sale (partial) | $15,001 - $50,000 | Clerk → |
| 2025-10-17 | 2025-09-24 | 23 | Spouse | Allocate Alpha Fund II LP | Purchase | $15,001 - $50,000 | Clerk → |
| 2025-10-17 | 2025-09-22 | 25 | Spouse | Allocate Premier Access Fund | Purchase | $15,001 - $50,000 | Clerk → |
| 2025-10-17 | 2025-09-10 | 37 | Spouse | Anaheim CA Hsg Elec Util | Purchase | $50,001 - $100,000 | Clerk → |
| 2025-10-17 | 2025-09-09 | 38 | Spouse | San Francisco CA Bay Mass Tran | Purchase | $50,001 - $100,000 | Clerk → |
| 2025-10-17 | 2025-09-08 | 39 | Spouse | U.S Treasury Bills | Sale (partial) | $50,001 - $100,000 | Clerk → |
| 2025-10-17 | 2025-09-08 | 39 | Spouse | U.S Treasury Bills | Purchase | $100,001 - $250,000 | Clerk → |
| 2025-10-17 | 2025-09-04 | 43 | Spouse | U.S Treasury Bills | Sale (partial) | $100,001 - $250,000 | Clerk → |
| 2025-10-17 | 2025-09-03 | 44 | Spouse | Inverted Capital I LP | Purchase | $100,001 - $250,000 | Clerk → |
| 2025-09-15 | 2025-08-05 | 41 | Spouse | CA ST UNIV PUB EDUC | Purchase | $100,001 - $250,000 | Clerk → |
| 2025-09-15 | 2025-08-05 | 41 | Spouse | San Jose CA Uni Sch | Purchase | $500,001 - $1,000,000 | Clerk → |
| 2025-09-15 | 2025-08-01 | 45 | Spouse | Santa Clara CN CA HLTH | Sale | $15,001 - $50,000 | Clerk → |
| 2025-09-15 | 2025-08-01 | 45 | Spouse | San Juan CA USD IMPT SCH | Sale (partial) | $100,001 - $250,000 | Clerk → |
| 2025-09-15 | 2025-08-01 | 45 | Spouse | Mammoth CA USD IMPT SCH | Sale | $50,001 - $100,000 | Clerk → |
| 2025-09-15 | 2025-08-01 | 45 | Spouse | U.S Treasury Bills | Purchase | $250,001 - $500,000 | Clerk → |
| 2025-08-11 | 2025-07-31 | 11 | Spouse | U.S Treasury Bills | Sale (partial) | $250,001 - $500,000 | Clerk → |
| 2025-08-11 | 2025-07-24 | 18 | Spouse | Kent Street Group LLC | Purchase | $15,001 - $50,000 | Clerk → |
| 2025-08-11 | 2025-07-03 | 39 | Spouse | GV Livingston LLC | Purchase | $50,001 - $100,000 | Clerk → |
| 2025-08-11 | 2025-07-01 | 41 | Spouse | Los Angeles CA FINL SCH | Sale | $50,001 - $100,000 | Clerk → |
| 2025-07-16 | 2025-06-25 | 21 | Spouse | Valo Ventures GP II, LP | Purchase | $15,001 - $50,000 | Clerk → |
| 2025-07-16 | 2025-06-24 | 22 | Spouse | Allocate Alpha Fund II LP | Purchase | $1,001 - $15,000 | Clerk → |
| 2025-07-16 | 2025-06-23 | 23 | Spouse | Allocate Premier Access Fund | Purchase | $15,001 - $50,000 | Clerk → |
| 2025-07-16 | 2025-06-16 | 30 | Spouse | U.S Treasury Bills | Purchase | $100,001 - $250,000 | Clerk → |
| 2025-07-16 | 2025-06-12 | 34 | Spouse | U.S Treasury Bills | Sale (partial) | $100,001 - $250,000 | Clerk → |
| 2025-07-16 | 2025-06-10 | 36 | Spouse | Los Angeles CA Wtr Swr Util | Purchase | $100,001 - $250,000 | Clerk → |
| 2025-07-16 | 2025-06-02 | 44 | Spouse | East Bay MUD SYS CA | Sale (partial) | $50,001 - $100,000 | Clerk → |
| 2025-06-23 | 2025-05-27 | 27 | Spouse | Allocate Alpha Fund II LP | Purchase | $15,001 - $50,000 | Clerk → |
| 2025-06-23 | 2025-05-23 | 31 | Spouse | Allocate Premier Access Fund | Purchase | $15,001 - $50,000 | Clerk → |
| 2025-06-23 | 2025-05-21 | 33 | Spouse | Lynett Capital Partners III | Purchase | $100,001 - $250,000 | Clerk → |
| 2025-05-16 | 2025-04-14 | 32 | Spouse | Kent Street Group LLC | Purchase | $15,001 - $50,000 | Clerk → |
| 2025-05-16 | 2025-04-11 | 35 | Spouse | U.S Treasury Bills | Sale (partial) | $250,001 - $500,000 | Clerk → |
| 2025-04-18 | 2025-03-31 | 18 | Spouse | U.S Treasury Bills | Purchase | $500,001 - $1,000,000 | Clerk → |
| 2025-04-18 | 2025-03-27 | 22 | Spouse | U.S Treasury Bills | Sale (partial) | $500,001 - $1,000,000 | Clerk → |
| 2025-03-14 | 2025-02-03 | 39 | Spouse | U.S Treasury Bills | Purchase | $250,001 - $500,000 | Clerk → |
| 2025-02-18 | 2025-01-28 | 21 | Spouse | U.S Treasury Bills | Sale (partial) | $250,001 - $500,000 | Clerk → |
| 2025-02-18 | 2025-01-10 | 39 | Spouse | Kent Street Group LLC | Purchase | $15,001 - $50,000 | Clerk → |
| 2025-01-15 | 2024-12-30 | 16 | Spouse | U.S Treasury Bills | Purchase | $500,001 - $1,000,000 | Clerk → |
| 2025-01-15 | 2024-12-26 | 20 | Spouse | U.S Treasury Bills | Sale (partial) | $500,001 - $1,000,000 | Clerk → |
| 2025-01-15 | 2024-12-23 | 23 | Spouse | Allocate Premier Access Fund | Purchase | $15,001 - $50,000 | Clerk → |
| 2025-01-15 | 2024-12-23 | 23 | Spouse | Allocate Alpha Fund II LP | Purchase | $15,001 - $50,000 | Clerk → |
| 2025-01-15 | 2024-12-19 | 27 | Spouse | U.S. Treasury Notes | Sale (partial) | $50,001 - $100,000 | Clerk → |
| 2025-01-15 | 2024-12-16 | 30 | Spouse | U.S Treasury Bills | Purchase | $250,001 - $500,000 | Clerk → |
| 2025-01-15 | 2024-12-16 | 30 | Spouse | U.S Treasury Bills | Purchase | $250,001 - $500,000 | Clerk → |
| 2025-01-15 | 2024-12-02 | 44 | Spouse | CA ST DEPT WTR UTIL | Sale | $250,001 - $500,000 | Clerk → |
| 2024-12-16 | 2024-11-18 | 28 | Spouse | Stepstone Tactical Growth Fund III, LP | Purchase | $1,001 - $15,000 | Clerk → |
| 2024-12-16 | 2024-11-07 | 39 | Spouse | Visalia CA Uni IMPT SCH | Purchase | $500,001 - $1,000,000 | Clerk → |
| 2024-11-15 | 2024-10-15 | 31 | Spouse | Orange CTY CA REV UTX | Sale | $50,001 - $100,000 | Clerk → |
| 2024-11-15 | 2024-10-01 | 45 | Spouse | San Francisco CA Sewer Util | Sale (partial) | $500,001 - $1,000,000 | Clerk → |
| 2024-10-16 | 2024-09-27 | 19 | Spouse | Sacramento CA WTR UTIL | Purchase | $50,001 - $100,000 | Clerk → |
| 2024-10-16 | 2024-09-20 | 26 | Spouse | Allocate Premier Access Fund | Purchase | $15,001 - $50,000 | Clerk → |
| 2024-10-16 | 2024-09-19 | 27 | Spouse | Allocate Alpha Fund II LP | Purchase | $15,001 - $50,000 | Clerk → |
How these are read and published: methodology.
Holdings · annual financial disclosure
Assets listed on the 2025 report.
112 assets with a value on the report filed 2026-08-12. 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) |
|---|---|---|---|
| Alhambra CA USD SCH | Bond | Spouse | $250,001 - $500,000 |
| Allocate Alpha Fund II LP | Other | Spouse | $100,001 - $250,000 |
| Allocate Premier Access Fund | Other | Spouse | $250,001 - $500,000 |
| American Funds 2025 Trgt Date Retire | Fund | Member | $500,001 - $1,000,000 |
| Anaheim CA Hsg Elec Util | Bond | Spouse | $50,001 - $100,000 |
| Bank of America | Other | Spouse | $50,001 - $100,000 |
| Bank of America | Other | Member | $250,001 - $500,000 |
| Broadview Hghts OH GO UTX | Bond | Spouse | $50,001 - $100,000 |
| CA Infra & Dev Bk Comb Util | Bond | Spouse | $500,001 - $1,000,000 |
| CA ST UNIV PUB EDUC | Bond | Spouse | $250,001 - $500,000 |
| CA ST UNIV PUB EDUC | Bond | Spouse | $100,001 - $250,000 |
| Cameron Investment Corp | Other | Spouse | $1,001 - $15,000 |
| Capital Group Dividend Value ETF | Fund | Member | $100,001 - $250,000 |
| Capital Group Dividend Value ETF | Fund | Spouse | $500,001 - $1,000,000 |
| Charles Schwab Cash Account | Other | Spouse | Spouse/DC Over $1,000,000 |
| Charles Schwab Cash Account | Other | Member | $100,001 - $250,000 |
| CIBC Atlas Disciplined Equity Fund Institutional Class | Fund | Spouse | Spouse/DC Over $1,000,000 |
| CIBC Atlas Disciplined Equity Fund Institutional Class | Fund | Member | $1,000,001 - $5,000,000 |
| CIBC Atlas International Growth Fund - Institutional | Fund | Member | $500,001 - $1,000,000 |
| CIBC Atlas International Growth Fund - Institutional | Fund | Spouse | Spouse/DC Over $1,000,000 |
| CIBC Atlas Mid Cap Equity Fund Institutional Class | Fund | Spouse | Spouse/DC Over $1,000,000 |
| City of San Diego Pension | Other | Member | Undetermined |
| Coinfund Liquid Opportunities Onshore | Other | Spouse | $100,001 - $250,000 |
| Columbia Mgmt Advisors - City of San Diego Mngd Inc Fund | Fund | Member | $1,001 - $15,000 |
| Dublin CA Unified Sch Dist | Bond | Spouse | $500,001 - $1,000,000 |
| East Bay MUD SYS CA | Bond | Spouse | None |
| Enterprise CA Elem Sch Dist Rfdg | Bond | Spouse | $500,001 - $1,000,000 |
| Foothill-DeAnza CCD CA Educ | Bond | Spouse | $500,001 - $1,000,000 |
| GV Christi LLC | Other | Spouse | $50,001 - $100,000 |
| GV Livingston LLC | Other | Spouse | $15,001 - $50,000 |
| GV Pines Apartments, LLC | Other | Spouse | $100,001 - $250,000 |
| Inverted Capital I LP | Other | Spouse | $100,001 - $250,000 |
| iShares Core S&P 500 ETF | Fund | Spouse | Spouse/DC Over $1,000,000 |
| iShares Core S&P 500 ETF | Fund | Member | $1,000,001 - $5,000,000 |
| iShares Russell 1000 Growth ETF | Fund | Spouse | Spouse/DC Over $1,000,000 |
| iShares Russell 1000 Growth Fund | Fund | Member | $500,001 - $1,000,000 |
| iShares Russell 2000 Index Fund | Fund | Member | $250,001 - $500,000 |
| iShares Russell 2000 Index Fund | Fund | Spouse | Spouse/DC Over $1,000,000 |
| iShares Russell Mid-Cap ETF | Stock | Member | $1,000,001 - $5,000,000 |
| iShares Russell Mid-Cap ETF | Fund | Spouse | Spouse/DC Over $1,000,000 |
| iShares Russell Midcap Growth ETF | Fund | Spouse | Spouse/DC Over $1,000,000 |
| iShares Russell Midcap Growth ETF | Fund | Member | $500,001 - $1,000,000 |
| Kent Street Group LLC | Other | Spouse | $15,001 - $50,000 |
| Los Angeles CA FINL SCH | Bond | Spouse | None |
| Los Angeles CA GO UTX | Bond | Spouse | $500,001 - $1,000,000 |
| Los Angeles CA IMPTSch | Bond | Spouse | $500,001 - $1,000,000 |
| Los Angeles CA Wtr Swr Util | Bond | Spouse | $500,001 - $1,000,000 |
| Los Angeles County Excise Tax | Bond | Spouse | $250,001 - $500,000 |
| Los Angeles, CA Dept. of Water & Power | Bond | Spouse | $500,001 - $1,000,000 |
| Lynett Capital Partners II LP | Other | Spouse | $100,001 - $250,000 |
| Lynett Capital Partners III, LP | Other | Spouse | $500,001 - $1,000,000 |
| Mammoth CA USD IMPT SCH | Bond | Spouse | None |
| Manufacturers Drive LLC | Other | Spouse | $500,001 - $1,000,000 |
| Mariposa CTY, CA IMPT SCH | Bond | Spouse | $100,001 - $250,000 |
| MFS Municipal High Income Fd Cl I | Fund | Member | None |
| MFS Municipal High Income Fd Cl I | Fund | Spouse | None |
| Motesto CA Waste | Bond | Spouse | $100,001 - $250,000 |
| Multi-Pack Solutions LLC | Other | Spouse | Spouse/DC Over $1,000,000 |
| Novato CA USD IMPT SCH | Bond | Spouse | $50,001 - $100,000 |
| Oceanside CA IMPT SCH | Bond | Spouse | $500,001 - $1,000,000 |
| Palmdale CA Sch | Bond | Spouse | $100,001 - $250,000 |
| Paris TX, GO LTX | Bond | Spouse | $250,001 - $500,000 |
| Pasadena CA Area CC Educ | Bond | Spouse | $250,001 - $500,000 |
| Pittsburg CA Wtr Util | Bond | Spouse | $250,001 - $500,000 |
| Rancho Corte Madera, Inc. | Other | Member | $1,000,001 - $5,000,000 |
| Regeneration VC Fund 1 LP | Other | Spouse | $250,001 - $500,000 |
| Riverside CA Elec Util | Bond | Spouse | Spouse/DC Over $1,000,000 |
| Riverside CA Sewer Util | Bond | Spouse | None |
| Sacramento CA WTR UTIL | Bond | Spouse | None |
| Sacramento Muni Util Dist | Bond | Spouse | $250,001 - $500,000 |
| San Carlos CA SD Impt Sch | Bond | Spouse | $500,001 - $1,000,000 |
| San Diego CA Trans Excise Tax | Bond | Spouse | $100,001 - $250,000 |
| San Diego CA UNI GO UTX | Bond | Spouse | $250,001 - $500,000 |
| San Diego CA WTR UTIL | Bond | Spouse | $50,001 - $100,000 |
| San Diego, CA IMPT SCH | Bond | Spouse | $50,001 - $100,000 |
| San Francisco CA Bay Mass Tran | Bond | Spouse | $50,001 - $100,000 |
| San Francisco CA Sewer Util | Bond | Spouse | None |
| San Jose CA Uni Sch | Bond | Spouse | $500,001 - $1,000,000 |
| San Juan, CA USD | Bond | Spouse | $500,001 - $1,000,000 |
| Santa Clara CN CA HLTH | Bond | Spouse | None |
| Schwab California Municipal Money Fund - Investor Shares | Fund | Spouse | $100,001 - $250,000 |
| Schwab California Municipal Money Fund - Investor Shares | Fund | Member | $100,001 - $250,000 |
| Schwab California Municipal Money Fund Ultra Shares | Fund | Spouse | Spouse/DC Over $1,000,000 |
| Schwab Government Money Fund - Investor Shares | Fund | Spouse | $100,001 - $250,000 |
| Schwab Treasury Obligations Money Fund Ultra Shares | Fund | Spouse | Spouse/DC Over $1,000,000 |
| Sinclair & Rush | Other | Spouse | $250,001 - $500,000 |
| Solano CA CCD Educ | Bond | Spouse | $250,001 - $500,000 |
| SPDR Series Trust SPDR Portfolio S&P 500 Growth ETF | Fund | Spouse | None |
| SPDR Series Trust SPDR Portfolio S&P 500 Growth ETF | Fund | Member | None |
| StepStone Tactical Growth Fund III, LP | Other | Spouse | $250,001 - $500,000 |
| Torch Capital III LP | Other | Spouse | $50,001 - $100,000 |
| U.S Treasury Bills | Bond | Spouse | Spouse/DC Over $1,000,000 |
| U.S. Treasury Notes | Bond | Spouse | Spouse/DC Over $1,000,000 |
| UNIV CA PUB EDUC | Bond | Spouse | $50,001 - $100,000 |
| Upper Sta Clr JPA Wtr Util | Bond | Spouse | $100,001 - $250,000 |
| Valo Ventures GP II, LP | Other | Spouse | $100,001 - $250,000 |
| Vanguard FTSE Developed Markets ETF | Fund | Member | $500,001 - $1,000,000 |
| Vanguard FTSE Developed Markets ETF | Fund | Spouse | Spouse/DC Over $1,000,000 |
| Vanguard FTSE Emerging Markets ETF | Fund | Spouse | Spouse/DC Over $1,000,000 |
| Vanguard LifeStrategy Moderate | Fund | Spouse | Spouse/DC Over $1,000,000 |
| Vanguard Mid-Cap ETF | Fund | Member | $15,001 - $50,000 |
| Vanguard Mid-Cap ETF | Fund | Spouse | Spouse/DC Over $1,000,000 |
| Vanguard S&P 500 ETF | Fund | Member | $50,001 - $100,000 |
| Vanguard S&P 500 ETF | Fund | Spouse | Spouse/DC Over $1,000,000 |
| Vanguard Small-Cap ETF | Fund | Spouse | Spouse/DC Over $1,000,000 |
| Vanguard Small-Cap ETF | Fund | Member | $15,001 - $50,000 |
| Vanguard Total Stock Market ETF | Fund | Spouse | Spouse/DC Over $1,000,000 |
| Vanguard Total Stock Market ETF | Fund | Member | $50,001 - $100,000 |
| Vanguard Value ETF | Fund | Spouse | $250,001 - $500,000 |
| Visalia CA Uni IMPT SCH | Bond | Spouse | $500,001 - $1,000,000 |
| Winward Academy, LLC | Other | Member | $1,001 - $15,000 |
| ABL Space Systems | Other | Spouse | $100,001 - $250,000 |
How reports are read: holdings methodology.