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 |
|---|---|---|---|---|---|---|---|
| 2024-10-16 | 2024-09-11 | 35 | Spouse | Kent Street Group GP | Purchase | $15,001 - $50,000 | Clerk → |
| 2024-10-16 | 2024-09-10 | 36 | Spouse | GV Christi LLC | Purchase | $50,001 - $100,000 | Clerk → |
| 2024-10-16 | 2024-09-09 | 37 | Spouse | Lynett Capital Partners III | Purchase | $100,001 - $250,000 | Clerk → |
| 2024-10-16 | 2024-09-03 | 43 | Spouse | San Mateo CA UHSD IMPT SCH | Sale | $50,001 - $100,000 | Clerk → |
| 2024-09-12 | 2024-08-29 | 14 | Spouse | CA ST UNIV PUB EDUC | Purchase | $250,001 - $500,000 | Clerk → |
| 2024-09-12 | 2024-08-20 | 23 | Spouse | San Juan CA USD IMPT SCH | Purchase | $100,001 - $250,000 | Clerk → |
| 2024-09-12 | 2024-08-15 | 28 | Spouse | Foothill-DeAnza CCD CA Educ | Purchase | $500,001 - $1,000,000 | Clerk → |
| 2024-09-12 | 2024-08-08 | 35 | Spouse | San Diego CA UNI GO UTX | Purchase | $250,001 - $500,000 | Clerk → |
| 2024-09-12 | 2024-08-08 | 35 | Spouse | U.S Treasury Bills | Sale (partial) | $500,001 - $1,000,000 | Clerk → |
| 2024-09-12 | 2024-08-07 | 36 | Spouse | Los Angeles CA FINL SCH | Purchase | $50,001 - $100,000 | Clerk → |
| 2024-09-12 | 2024-08-01 | 42 | Spouse | San Francisco CA BART | Sale | $250,001 - $500,000 | Clerk → |
| 2024-09-12 | 2024-08-01 | 42 | Spouse | Cerritos CA CCD COLL EDUC | Sale | $50,001 - $100,000 | Clerk → |
| 2024-08-07 | 2024-07-25 | 13 | Spouse | U.S Treasury Bills | Sale (partial) | $250,001 - $500,000 | Clerk → |
| 2024-08-07 | 2024-07-23 | 15 | Spouse | Los Angeles CA IMPT Sch | Purchase | $500,001 - $1,000,000 | Clerk → |
| 2024-08-07 | 2024-07-17 | 21 | Spouse | Cambrian CA SD | Sale | $500,001 - $1,000,000 | Clerk → |
| 2024-08-07 | 2024-07-12 | 26 | Spouse | San Diego CA WTR UTIL | Purchase | $50,001 - $100,000 | Clerk → |
| 2024-08-07 | 2024-07-10 | 28 | Spouse | Sacramento CA UTIL | Purchase | $100,001 - $250,000 | Clerk → |
| 2024-08-07 | 2024-07-10 | 28 | Spouse | Santa Clara CN CA HLTH | Purchase | $15,001 - $50,000 | Clerk → |
| 2024-08-07 | 2024-07-01 | 37 | Spouse | U.S Treasury Bills | Purchase | $500,001 - $1,000,000 | Clerk → |
| 2024-08-07 | 2024-07-01 | 37 | Spouse | Marin CA MIN WTR UTIL | Sale | $50,001 - $100,000 | Clerk → |
| 2024-07-15 | 2024-06-27 | 18 | Spouse | Torch Capital III LP | Purchase | $15,001 - $50,000 | Clerk → |
| 2024-07-15 | 2024-06-21 | 24 | Spouse | UNIV CA PUB EDUC | Purchase | $50,001 - $100,000 | Clerk → |
| 2024-07-15 | 2024-06-20 | 25 | Spouse | U.S Treasury Bills | Sale (partial) | Spouse/DC Over $1,000,000 | Clerk → |
| 2024-07-15 | 2024-06-17 | 28 | Spouse | San Francisco CA IMPT SCH | Sale | $50,001 - $100,000 | Clerk → |
| 2024-07-15 | 2024-06-11 | 34 | Spouse | U.S Treasury Bills | Sale (partial) | $250,001 - $500,000 | Clerk → |
| 2024-07-15 | 2024-06-07 | 38 | Spouse | U.S Treasury Bills | Sale (partial) | $250,001 - $500,000 | Clerk → |
| 2024-07-15 | 2024-06-03 | 42 | Spouse | Alhambra CA USD SCH | Purchase | $250,001 - $500,000 | Clerk → |
| 2024-06-25 | 2024-05-22 | 34 | Spouse | Oceanside CA IMPT SCH | Purchase | $500,001 - $1,000,000 | Clerk → |
| 2024-06-25 | 2024-05-20 | 36 | Spouse | Los Angeles County, CA Excise Tax | Purchase | $50,001 - $100,000 | Clerk → |
| 2024-06-25 | 2024-05-20 | 36 | Spouse | San Diego, CA IMPT SCH | Purchase | $50,001 - $100,000 | Clerk → |
| 2024-06-25 | 2024-05-17 | 39 | Spouse | Los Angeles CA GO UTX | Purchase | $50,001 - $100,000 | Clerk → |
| 2024-06-25 | 2024-05-16 | 40 | Spouse | U.S Treasury Bills | Sale (partial) | $250,001 - $500,000 | Clerk → |
| 2024-05-13 | 2024-04-03 | 40 | Spouse | U.S Treasury Notes | Purchase | $500,001 - $1,000,000 | Clerk → |
| 2024-04-17 | 2024-03-21 | 27 | Spouse | U.S Treasury Bills | Sale (partial) | $500,001 - $1,000,000 | Clerk → |
| 2024-04-17 | 2024-03-05 | 43 | Spouse | U.S Treasury Notes | Purchase | $500,001 - $1,000,000 | Clerk → |
| 2024-03-11 | 2024-02-29 | 11 | Spouse | U.S Treasury Bills | Sale (partial) | $500,001 - $1,000,000 | Clerk → |
| 2024-03-11 | 2024-02-14 | 26 | Spouse | U.S Treasury Bills | Purchase | $500,001 - $1,000,000 | Clerk → |
| 2024-03-11 | 2024-02-08 | 32 | Spouse | U.S Treasury Bills | Sale (partial) | $500,001 - $1,000,000 | Clerk → |
| 2024-02-15 | 2024-01-31 | 15 | Spouse | U.S Treasury Bills | Purchase | $250,001 - $500,000 | Clerk → |
| 2024-02-15 | 2024-01-18 | 28 | Spouse | U.S Treasury Bills | Sale (partial) | $250,001 - $500,000 | Clerk → |
| 2024-02-15 | 2024-01-17 | 29 | Spouse | Lynett Capital Partners III, LP | Purchase | $100,001 - $250,000 | Clerk → |
| 2024-02-15 | 2024-01-02 | 44 | Spouse | U.S Treasury Notes | Purchase | Spouse/DC Over $1,000,000 | Clerk → |
| 2024-02-15 | 2024-01-02 | 44 | Spouse | U.S Treasury Bills | Purchase | Spouse/DC Over $1,000,000 | Clerk → |
| 2024-01-22 | 2023-12-27 | 26 | Spouse | U.S Treasury Bills | Purchase | Spouse/DC Over $1,000,000 | Clerk → |
| 2024-01-22 | 2023-12-27 | 26 | Spouse | U.S. Treasury Notes | Purchase | $100,001 - $250,000 | Clerk → |
| 2024-01-22 | 2023-12-26 | 27 | Spouse | U.S Treasury Notes | Purchase | Spouse/DC Over $1,000,000 | Clerk → |
| 2024-01-22 | 2023-12-21 | 32 | Spouse | U.S Treasury Bills | Sale (partial) | $500,001 - $1,000,000 | Clerk → |
| 2024-01-22 | 2023-12-19 | 34 | Spouse | Solano CA CCD Educ | Purchase | $250,001 - $500,000 | Clerk → |
| 2024-01-22 | 2023-12-14 | 39 | Spouse | U.S Treasury Bills | Sale (partial) | $500,001 - $1,000,000 | Clerk → |
| 2024-01-22 | 2023-12-14 | 39 | Spouse | Paris TX, GO LTX | Purchase | $250,001 - $500,000 | Clerk → |
| 2023-12-14 | 2023-11-20 | 24 | Spouse | U.S Treasury Bills | Purchase | $250,001 - $500,000 | Clerk → |
| 2023-12-14 | 2023-11-17 | 27 | Spouse | U.S Treasury Bills | Purchase | $500,001 - $1,000,000 | Clerk → |
| 2023-12-14 | 2023-11-08 | 36 | Spouse | Lynett Capital Partners V, LP | Purchase | $100,001 - $250,000 | Clerk → |
| 2023-12-14 | 2023-11-08 | 36 | Spouse | U.S Treasury Bills | Purchase | $500,001 - $1,000,000 | Clerk → |
| 2023-12-14 | 2023-11-08 | 36 | Spouse | Los Angeles CA GO UTX | Purchase | $500,001 - $1,000,000 | Clerk → |
| 2023-12-14 | 2023-11-02 | 42 | Spouse | U.S Treasury Bills | Sale (partial) | $500,001 - $1,000,000 | Clerk → |
| 2023-12-14 | 2023-11-01 | 43 | Spouse | CA UNIV REV | Sale | $500,001 - $1,000,000 | Clerk → |
| 2023-11-15 | 2023-10-31 | 15 | Spouse | Riverside CA Sewer Util | Purchase | $100,001 - $250,000 | Clerk → |
| 2023-11-15 | 2023-10-02 | 44 | Spouse | Folsom Cordova CA Impt Sch | Sale | $250,001 - $500,000 | Clerk → |
| 2023-11-15 | 2023-10-02 | 44 | Spouse | Stockton CA PFA Wtr Util | Sale | Spouse/DC Over $1,000,000 | Clerk → |
| 2023-10-13 | 2023-09-25 | 18 | Spouse | U.S Treasury Bills | Purchase | $500,001 - $1,000,000 | Clerk → |
| 2023-10-13 | 2023-09-25 | 18 | Spouse | U.S Treasury Bills | Purchase | $100,001 - $250,000 | Clerk → |
| 2023-10-13 | 2023-09-21 | 22 | Spouse | U.S Treasury Bills | Sale (partial) | $100,001 - $250,000 | Clerk → |
| 2023-10-13 | 2023-09-21 | 22 | Spouse | U.S Treasury Bills | Sale (partial) | $500,001 - $1,000,000 | Clerk → |
| 2023-09-14 | 2023-08-17 | 28 | Spouse | San Carlos CA SD Impt Sch | Purchase | $500,001 - $1,000,000 | Clerk → |
| 2023-09-14 | 2023-08-08 | 37 | Spouse | Upper Sta Clr JPA Wtr Util | Purchase | $100,001 - $250,000 | Clerk → |
| 2023-09-14 | 2023-08-01 | 44 | Spouse | Lodi CA USD GO UTX | Sale | $50,001 - $100,000 | Clerk → |
| 2023-09-14 | 2023-08-01 | 44 | Spouse | San Diego, CA CCD Coll Educ | Sale | $250,001 - $500,000 | Clerk → |
| 2023-08-12 | 2023-07-24 | 19 | Spouse | U.S. Treasury Notes | Purchase | $250,001 - $500,000 | Clerk → |
| 2023-08-12 | 2023-07-20 | 23 | Spouse | U.S. Treasury Notes | Sale (partial) | $250,001 - $500,000 | Clerk → |
| 2023-08-12 | 2023-07-14 | 29 | Spouse | U.S. Treasury Notes | Purchase | $15,001 - $50,000 | Clerk → |
| 2023-08-12 | 2023-07-13 | 30 | Spouse | San Diego CA Trans Excise Tax | Purchase | $100,001 - $250,000 | Clerk → |
| 2023-08-12 | 2023-07-10 | 33 | Spouse | Cibolo Creek Muni Swr Util | Sale | $15,001 - $50,000 | Clerk → |
| 2023-07-14 | 2023-06-26 | 18 | Spouse | US Treasury Bill | Purchase | Spouse/DC Over $1,000,000 | Clerk → |
| 2023-07-14 | 2023-06-23 | 21 | Spouse | US Treasury Bill | Purchase | $250,001 - $500,000 | Clerk → |
| 2023-07-14 | 2023-06-22 | 22 | Spouse | US Treasury Bill | Sale (partial) | Spouse/DC Over $1,000,000 | Clerk → |
| 2023-07-14 | 2023-06-15 | 29 | Spouse | San Francisco CA IMPT SCH | Sale (partial) | $250,001 - $500,000 | Clerk → |
| 2023-06-13 | 2023-05-15 | 29 | Spouse | Univ CA | Sale | $500,001 - $1,000,000 | Clerk → |
| 2023-05-10 | 2023-04-25 | 15 | Spouse | U.S Treasury Bills | Purchase | $100,001 - $250,000 | Clerk → |
| 2023-05-10 | 2023-04-25 | 15 | Spouse | U.S Treasury Bills | Purchase | $500,001 - $1,000,000 | Clerk → |
| 2023-05-10 | 2023-04-24 | 16 | Spouse | U.S Treasury Bills | Purchase | $500,001 - $1,000,000 | Clerk → |
| 2023-05-10 | 2023-04-03 | 37 | Spouse | Bay Area Toll RV Toll Tran | Sale | $250,001 - $500,000 | Clerk → |
| 2023-04-13 | 2023-03-07 | 37 | Spouse | U.S Treasury Bills | Sale | $100,001 - $250,000 | Clerk → |
| 2023-03-28 | 2023-02-07 | 49 ·>45 | Spouse | U.S Treasury Bills | Purchase | $100,001 - $250,000 | Clerk → |
| 2023-02-13 | 2023-01-03 | 41 | Spouse | Multi-Pack Solutions LLC | Sale (partial) | $100,001 - $250,000 | Clerk → |
| 2023-02-13 | 2023-01-01 | 43 | Spouse | Los Angeles CA W/P Wtr Util | Sale | $15,001 - $50,000 | Clerk → |
| 2022-09-12 | 2022-08-12 | 31 | Spouse | Los Angeles County Excise Tax | Purchase | $250,001 - $500,000 | Clerk → |
| 2022-09-12 | 2022-08-12 | 31 | Spouse | Folsom Cordova CA Impt Sch | Purchase | $250,001 - $500,000 | Clerk → |
| 2022-09-12 | 2022-08-01 | 42 | Spouse | Rowland CA USD | Sale | $250,001 - $500,000 | Clerk → |
| 2022-09-12 | 2022-08-01 | 42 | Spouse | Ohlone Community College District | Sale | $250,001 - $500,000 | Clerk → |
| 2022-08-16 | 2022-07-06 | 41 | Spouse | San Francisco CA Sewer Util | Purchase | $500,001 - $1,000,000 | Clerk → |
| 2022-08-16 | 2022-07-06 | 41 | Spouse | San Francisco CA Sewer Util | Purchase | $100,001 - $250,000 | Clerk → |
| 2022-07-15 | 2022-06-21 | 24 | Spouse | East Bay MUD Sys CA | Purchase | $250,001 - $500,000 | Clerk → |
| 2022-07-15 | 2022-06-02 | 43 | Spouse | Lodi CA USD GO UTX | Purchase | $100,001 - $250,000 | Clerk → |
| 2022-06-19 | 2022-05-26 | 24 | Spouse | San Francisco CA IMPT SCH | Purchase | $250,001 - $500,000 | Clerk → |
| 2022-06-19 | 2022-05-26 | 24 | Spouse | San Francisco CA BART | Purchase | $250,001 - $500,000 | Clerk → |
| 2022-06-19 | 2022-05-26 | 24 | Spouse | San Francisco CA IMP SCH | Purchase | $100,001 - $250,000 | Clerk → |
| 2022-06-19 | 2022-05-24 | 26 | Spouse | Mammoth CA USD IMPT SCH | Purchase | $100,001 - $250,000 | Clerk → |
| 2022-06-19 | 2022-05-20 | 30 | Spouse | Cerritos CA CCD COLL EDUC | Purchase | $100,001 - $250,000 | Clerk → |
| 2022-06-19 | 2022-05-19 | 31 | Spouse | San Mateo CA UHSD IMPT SCH | Purchase | $100,001 - $250,000 | Clerk → |
| 2022-06-19 | 2022-05-18 | 32 | Spouse | Orange CTY CA REV UTX | Purchase | $100,001 - $250,000 | Clerk → |
| 2022-06-19 | 2022-05-18 | 32 | Spouse | CA ST DEPT WTR UTIL | Purchase | $250,001 - $500,000 | Clerk → |
| 2022-06-19 | 2022-05-16 | 34 | Spouse | East Bay MUD SYS CA | Purchase | $500,001 - $1,000,000 | Clerk → |
| 2022-05-18 | 2022-04-19 | 29 | Spouse | Multi-Pack Solutions, LLC | Purchase | Spouse/DC Over $1,000,000 | Clerk → |
| 2022-02-15 | 2022-01-31 | 15 | Spouse | GV Pines Apartments, LLC | Purchase | $100,001 - $250,000 | Clerk → |
| 2021-12-06 | 2021-11-01 | 35 | Spouse | San Francisco CA Rev. Bonds | Sale | $500,001 - $1,000,000 | Clerk → |
| 2021-11-12 | 2021-10-14 | 29 | Spouse | Contra Costa CCD | Sale | $250,001 - $500,000 | Clerk → |
| 2021-11-12 | 2021-10-14 | 29 | Spouse | Bay Area Toll Rev | Sale | Spouse/DC Over $1,000,000 | Clerk → |
| 2021-11-12 | 2021-10-14 | 29 | Spouse | Contra Costa CCD | Sale | Spouse/DC Over $1,000,000 | Clerk → |
| 2021-11-12 | 2021-10-14 | 29 | Spouse | Sequoia CA UHSD IMPD SCH | Sale | $500,001 - $1,000,000 | Clerk → |
| 2021-11-12 | 2021-10-14 | 29 | Spouse | CA Educ | Sale | $250,001 - $500,000 | Clerk → |
| 2021-11-12 | 2021-10-13 | 30 | Spouse | Cibolo Creek Muni Swr util | Purchase | $50,001 - $100,000 | Clerk → |
| 2021-10-15 | 2021-09-21 | 24 | Spouse | US Treasury Notes | Sale | Spouse/DC Over $1,000,000 | Clerk → |
| 2021-10-15 | 2021-09-02 | 43 | Spouse | Novato CA USD IMPT SCH | Purchase | $50,001 - $100,000 | Clerk → |
| 2021-10-15 | 2021-09-01 | 44 | Spouse | Los Angeles CA GO UTX | Sale | $50,001 - $100,000 | Clerk → |
| 2021-09-13 | 2021-08-16 | 28 | Spouse | Sacramento CA utl Pwr util | Sale | $500,001 - $1,000,000 | Clerk → |
| 2021-09-13 | 2021-08-02 | 42 | Spouse | Centinela VY UHS Impt Sch | Sale | $250,001 - $500,000 | Clerk → |
| 2021-07-09 | 2021-06-17 | 22 | Spouse | US Treasury Notes | Sale (partial) | $100,001 - $250,000 | Clerk → |
| 2021-06-08 | 2021-05-03 | 36 | Spouse | CA St Dept Wtr Res Power Ser O | Sale | $250,001 - $500,000 | Clerk → |
| 2021-06-08 | 2021-05-03 | 36 | Spouse | US Treasury Notes | Sale (partial) | $50,001 - $100,000 | Clerk → |
| 2021-05-12 | 2021-04-28 | 14 | Spouse | Broadview Hghts OH GO UTX | Purchase | $50,001 - $100,000 | Clerk → |
| 2021-05-12 | 2021-04-13 | 29 | Spouse | Los Angeles CA W/P Wtr util | Purchase | $50,001 - $100,000 | Clerk → |
| 2021-05-12 | 2021-04-05 | 37 | Spouse | U.S. Treasury Notes | Sale (partial) | $500,001 - $1,000,000 | Clerk → |
| 2021-05-12 | 2021-04-01 | 41 | Spouse | San Diego CA Trans Rev LTX | Sale | $50,001 - $100,000 | Clerk → |
| 2021-04-14 | 2021-03-10 | 35 | Spouse | US Treasury Nootes | Sale (partial) | $500,001 - $1,000,000 | Clerk → |
| 2021-03-11 | 2021-02-16 | 23 | Spouse | Santa Clara CA USD Impt Sch | Sale | $100,001 - $250,000 | Clerk → |
| 2021-03-11 | 2021-02-16 | 23 | Spouse | CA Infra & Dev Bk Comb util | Sale (partial) | $100,001 - $250,000 | Clerk → |
| 2021-03-11 | 2021-02-16 | 23 | Spouse | Rancho CA WTR FA DIST COMB UTIL | Sale | $100,001 - $250,000 | Clerk → |
| 2021-03-11 | 2021-02-16 | 23 | Spouse | Grossmont CA Impt Sch | Sale | $100,001 - $250,000 | Clerk → |
| 2021-03-11 | 2021-02-16 | 23 | Spouse | Univ CA Pub Ed | Sale | $100,001 - $250,000 | Clerk → |
| 2021-03-11 | 2021-02-16 | 23 | Spouse | San Francisco, CA City/Cty Impt | Sale | $100,001 - $250,000 | Clerk → |
| 2021-03-11 | 2021-02-16 | 23 | Spouse | Silicon Vy Cln Wtr util | Sale | $100,001 - $250,000 | Clerk → |
| 2021-03-11 | 2021-02-16 | 23 | Spouse | San Diego CA Wtr util | Sale | $100,001 - $250,000 | Clerk → |
| 2021-03-11 | 2021-02-16 | 23 | Spouse | San Francisco, CA FINL SCH | Sale | $100,001 - $250,000 | Clerk → |
| 2021-03-11 | 2021-02-11 | 28 | Spouse | San Diego CA Wtr util | Purchase | $100,001 - $250,000 | Clerk → |
| 2021-03-11 | 2021-02-10 | 29 | Spouse | Los Angeles Cnty, CA MT Excise Tax | Sale | $100,001 - $250,000 | Clerk → |
| 2021-03-11 | 2021-02-10 | 29 | Spouse | Anaheim CA Elec util | Sale | $100,001 - $250,000 | Clerk → |
| 2021-03-11 | 2021-02-10 | 29 | Spouse | CA State univ Pub Educ | Sale (partial) | $50,001 - $100,000 | Clerk → |
| 2021-03-11 | 2021-02-10 | 29 | Spouse | Bay Area Toll RV TOLL Tran | Sale (partial) | $100,001 - $250,000 | Clerk → |
| 2021-03-11 | 2021-02-10 | 29 | Spouse | San Bruno, CA Swr util | Sale | $50,001 - $100,000 | Clerk → |
| 2021-03-11 | 2021-02-10 | 29 | Spouse | Coast CCD CA Coll Educ | Sale | $50,001 - $100,000 | Clerk → |
| 2021-03-11 | 2021-02-10 | 29 | Spouse | Mount San Jacinto Coll Educ | Sale | $100,001 - $250,000 | Clerk → |
| 2021-03-11 | 2021-02-10 | 29 | Spouse | CA State Dept. Water Resources | Sale (partial) | $50,001 - $100,000 | Clerk → |
| 2021-03-11 | 2021-02-10 | 29 | Spouse | San Francisco CA City/Cnty VP | Sale | $100,001 - $250,000 | Clerk → |
| 2021-03-11 | 2021-02-01 | 38 | Spouse | Dublin San Ramon, CA Wtr util | Sale (partial) | $50,001 - $100,000 | Clerk → |
| 2021-02-08 | 2021-01-08 | 31 | Spouse | Nevada Irrigation District Bonds | Sale | Spouse/DC Over $1,000,000 | Clerk → |
| 2021-01-13 | 2020-12-30 | 14 | Spouse | U.S. Treasury Bills | Sale (partial) | $500,001 - $1,000,000 | Clerk → |
| 2021-01-13 | 2020-12-16 | 28 | Spouse | U.S. Treasury Bills | Purchase | $500,001 - $1,000,000 | Clerk → |
| 2021-01-13 | 2020-12-10 | 34 | Spouse | U.S. Treasury Bills | Sale | $500,001 - $1,000,000 | Clerk → |
| 2020-12-18 | 2020-11-30 | 18 | Spouse | Multi-Pack Solutions LLC | Purchase | $250,001 - $500,000 | Clerk → |
| 2020-11-12 | 2020-10-14 | 29 | Spouse | Grossmont CA Impt Sch | Purchase | $100,001 - $250,000 | Clerk → |
| 2020-11-12 | 2020-10-09 | 34 | Spouse | Lynett Capital Partners II LP | Purchase | $15,001 - $50,000 | Clerk → |
| 2020-11-12 | 2020-10-01 | 42 | Spouse | San Francisco, CA City/Cty Impt | Sale | $50,001 - $100,000 | Clerk → |
| 2020-10-13 | 2020-09-10 | 33 | Spouse | San Francisco, CA FINL SCH | Purchase | $100,001 - $250,000 | Clerk → |
| 2020-10-13 | 2020-09-01 | 42 | Spouse | Roseville, CA Finance Auth | Sale | $50,001 - $100,000 | Clerk → |
| 2020-09-13 | 2020-08-19 | 25 | Spouse | Contra Costa CA CCD COLL EDUC | Purchase | Spouse/DC Over $1,000,000 | Clerk → |
| 2020-09-13 | 2020-08-13 | 31 | Spouse | Mariposa CTY, CA IMPT SCH | Purchase | $100,001 - $250,000 | Clerk → |
| 2020-09-13 | 2020-08-04 | 40 | Spouse | RANDRand Capital Corporation | Sale | $1,001 - $15,000 | Clerk → |
| 2020-09-13 | 2020-08-03 | 41 | Spouse | Los Angeles CA CCD COLL EDUC | Sale | Spouse/DC Over $1,000,000 | Clerk → |
| 2020-09-13 | 2020-08-03 | 41 | Spouse | RANDRand Capital Corporation | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2020-09-13 | 2020-07-29 | 46 ·>45 | Spouse | Calleguas ETC CA | Sale | $250,001 - $500,000 | Clerk → |
| 2020-08-13 | 2020-07-31 | 13 | Spouse | RANDRand Capital Corporation | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2020-08-13 | 2020-07-30 | 14 | Spouse | RANDRand Capital Corporation | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2020-08-13 | 2020-07-29 | 15 | Spouse | Orlando Fl UTILS PWR UTIL | Sale | $100,001 - $250,000 | Clerk → |
| 2020-08-13 | 2020-07-29 | 15 | Spouse | MA BAY TRAN AUTH EXCISE TAX | Sale | Spouse/DC Over $1,000,000 | Clerk → |
| 2020-08-13 | 2020-07-29 | 15 | Spouse | Gainesville Fl COMB UTIL | Sale | $100,001 - $250,000 | Clerk → |
| 2020-08-13 | 2020-07-29 | 15 | Spouse | Ohio Water Development Authority | Sale | $100,001 - $250,000 | Clerk → |
| 2020-08-13 | 2020-07-29 | 15 | Spouse | RANDRand Capital Corporation | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2020-08-13 | 2020-07-28 | 16 | Spouse | RANDRand Capital Corporation | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2020-08-13 | 2020-07-24 | 20 | Spouse | New York NY GO UTX | Sale | $100,001 - $250,000 | Clerk → |
| 2020-08-13 | 2020-07-16 | 28 | Spouse | U.S. Treasury Bills | Sale (partial) | Spouse/DC Over $1,000,000 | Clerk → |
| 2020-08-13 | 2020-07-15 | 29 | Spouse | Ohio Water Development Authority | Sale (partial) | $500,001 - $1,000,000 | Clerk → |
| 2020-08-13 | 2020-07-13 | 31 | Spouse | Gainesville Fl COMB UTIL | Sale (partial) | Spouse/DC Over $1,000,000 | Clerk → |
| 2020-08-13 | 2020-07-10 | 34 | Spouse | Orlando Fl UTILS PWR UTIL | Sale (partial) | Spouse/DC Over $1,000,000 | Clerk → |
| 2020-08-13 | 2020-07-10 | 34 | Spouse | New York NY GO UTX | Sale (partial) | Spouse/DC Over $1,000,000 | Clerk → |
| 2020-08-13 | 2020-07-01 | 43 | Spouse | MA BAY TRAN AUTH EXCISE TAX | Sale (partial) | $100,001 - $250,000 | Clerk → |
| 2020-07-12 | 2020-06-18 | 24 | Dependent | UNIV EDUC | Sale | $250,001 - $500,000 | Clerk → |
| 2020-07-12 | 2020-06-18 | 24 | Member | MA BAY TRAN AUTH MASS TRAN | Sale (partial) | $250,001 - $500,000 | Clerk → |
| 2020-07-12 | 2020-06-18 | 24 | Member | Gainesville Fl COMB UTIL | Sale (partial) | $250,001 - $500,000 | Clerk → |
| 2020-07-12 | 2020-06-16 | 26 | Spouse | U.S. Treasury Bills | Purchase | $500,001 - $1,000,000 | Clerk → |
| 2020-07-12 | 2020-06-15 | 27 | Member | W Palm Beach Fl COMB UTIL | Sale | $100,001 - $250,000 | Clerk → |
| 2020-07-12 | 2020-06-11 | 31 | Spouse | U.S. Treasury Bills | Sale | $500,001 - $1,000,000 | Clerk → |
| 2020-07-12 | 2020-06-01 | 41 | Member | East Bay Muni util Dist, CA | Sale | $50,001 - $100,000 | Clerk → |
| 2020-06-12 | 2020-05-13 | 30 | Spouse | Dublin, CA unified Sch Dist | Purchase | $500,001 - $1,000,000 | Clerk → |
| 2020-06-12 | 2020-05-11 | 32 | Spouse | Los Angeles, CA Dept. of Water & Power | Purchase | $500,001 - $1,000,000 | Clerk → |
| 2020-06-12 | 2020-05-01 | 42 | Spouse | CA State Dept. of Water Bonds | Sale (partial) | $500,001 - $1,000,000 | Clerk → |
| 2020-05-14 | 2020-04-13 | 31 | Spouse | Metropolitan Water District S C WTR util | Sale | $250,001 - $500,000 | Clerk → |
| 2020-05-14 | 2020-04-09 | 35 | Spouse | Sequoia Ca UHSD Impt Sch | Purchase | $500,001 - $1,000,000 | Clerk → |
| 2020-05-14 | 2020-04-08 | 36 | Spouse | Contra Costa Ca CCD | Purchase | $250,001 - $500,000 | Clerk → |
| 2020-05-14 | 2020-04-08 | 36 | Spouse | Bay area Toll RV Ca Toll Tran | Purchase | $250,001 - $500,000 | Clerk → |
| 2020-05-14 | 2020-04-08 | 36 | Spouse | Sacramento Ca utl Pwr util | Purchase | $500,001 - $1,000,000 | Clerk → |
| 2020-05-14 | 2020-04-01 | 43 | Spouse | Centinela VY UHS Impt Sch | Purchase | $250,001 - $500,000 | Clerk → |
| 2020-05-14 | 2020-04-01 | 43 | Spouse | Ca Educ Priv Educ | Purchase | $250,001 - $500,000 | Clerk → |
| 2020-04-14 | 2020-03-31 | 14 | Spouse | Stockton, Ca PFA Wtr util | Purchase | Spouse/DC Over $1,000,000 | Clerk → |
| 2020-04-14 | 2020-03-30 | 15 | Spouse | San Diego, Ca CCD Coll Educ | Purchase | $500,001 - $1,000,000 | Clerk → |
| 2020-04-14 | 2020-03-26 | 19 | Spouse | U.S. Treasury Bills | Sale | Spouse/DC Over $1,000,000 | Clerk → |
| 2020-04-14 | 2020-03-13 | 32 | Spouse | U.S. Treasury Bills | Purchase | $500,001 - $1,000,000 | Clerk → |
| 2020-04-14 | 2020-03-12 | 33 | Spouse | U.S. Treasury Bills | Sale | $500,001 - $1,000,000 | Clerk → |
| 2020-04-14 | 2020-03-02 | 43 | Spouse | Lynett Capital Partners II LP | Purchase | $15,001 - $50,000 | Clerk → |
| 2020-02-17 | 2020-01-29 | 19 | Member | Butte-glenn Muni Bonds | Sale | $500,001 - $1,000,000 | 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.