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 2016 report.
82 assets with a value on the report filed 2017-05-12, 2 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) |
|---|---|---|---|
| Angel Oak Multi Strategy | Other | Member | $500,001 - $1,000,000 |
| Angel Oak Multi Strategy | Other | Spouse | Spouse/DC Over $1,000,000 |
| At Mid Cap Eqty Fd Inst | Other | Member | $100,001 - $250,000 |
| At Mid Cap Eqty Fd Inst | Other | Spouse | Spouse/DC Over $1,000,000 |
| AT MLP Fund LLC | Other | Spouse | None |
| Atlantic Trust Disc Eqty | Other | Spouse | Spouse/DC Over $1,000,000 |
| Atlantic Trust Disc Eqty | Other | Member | $1,000,001 - $5,000,000 |
| Austin TX Water Bonds | Other | Member | $250,001 - $500,000 |
| Bank of America Cash Account | Other | Member | $50,001 - $100,000 |
| Blue Water Pandero Investors LLC | Other | Spouse | $500,001 - $1,000,000 |
| Butte-Glenn Muni Bonds | Other | Member | $500,001 - $1,000,000 |
| CA State Dept. of Water Bonds | Other | Member | $1,000,001 - $5,000,000 |
| Cameron Investment Corp | Other | Member | Spouse/DC Over $1,000,000 |
| Charles Schwab Cash Account | Other | Member | $500,001 - $1,000,000 |
| Charles Schwab Cash Account | Other | Spouse | Spouse/DC Over $1,000,000 |
| Delaware US Growth Fund | Other | Spouse | None |
| Deutsch X Trks MSCI | Other | Member | None |
| Deutsch X Trks MSCI | Other | Spouse | None |
| Harbor International | Other | Member | None |
| Harris County TX Flood Bonds | Other | Member | $250,001 - $500,000 |
| Henderson Enterprises Inc. | Other | Spouse | None |
| Hillsborough County Sch. Bonds | Other | Member | $500,001 - $1,000,000 |
| iShares Core S&P Mid-Cap ETF | Other | Member | $1,001 - $15,000 |
| iShares Core S&P Small-Cap ETF | Other | Member | $250,001 - $500,000 |
| iShares Core S&P Small-Cap ETF | Other | Spouse | Spouse/DC Over $1,000,000 |
| Ishares MSCI Eafe ETF | Other | Member | None |
| Ishares MSCI Eafe ETF | Other | Spouse | None |
| iShares Russell 1000 Value ETF | Other | Member | $500,001 - $1,000,000 |
| iShares Russell 1000 Value ETF | Other | Spouse | Spouse/DC Over $1,000,000 |
| Ishares Russell Growth | Other | Member | $250,001 - $500,000 |
| Ishares Russell Growth | Other | Spouse | Spouse/DC Over $1,000,000 |
| Ishares S&P 500 | Other | Member | $250,001 - $500,000 |
| Ishares S&P 500 | Other | Spouse | Spouse/DC Over $1,000,000 |
| Ishares TR Bond | Other | Member | $500,001 - $1,000,000 |
| Ishares TR Bond | Other | Spouse | $250,001 - $500,000 |
| Ishares TR Russell 1000 | Other | Member | None |
| Ishares TR Russell 1000 | Other | Spouse | None |
| Kenosha Wis. Unified Sch. Dist. Bonds | Other | Member | None |
| Los Angeles Unified Sch Dist Bonds | Other | Member | $500,001 - $1,000,000 |
| Madison Adams Investments, LLC | Other | Spouse | $1,001 - $15,000 |
| Metropolitan Water District of Southern CA Bonds | Other | Member | $500,001 - $1,000,000 |
| MFS Muni High Income Fund | Other | Member | None |
| MFS Muni High Income Fund | Other | Spouse | None |
| Multi-Pack Solutions LLC | Other | Spouse | Spouse/DC Over $1,000,000 |
| Nevada Irrigation District Bonds | Other | Member | $1,000,001 - $5,000,000 |
| Plaza Logistica LLC | Other | Spouse | None |
| Poway, CA Unified Sch. Dist. Bonds | Other | Member | $500,001 - $1,000,000 |
| Prudential High Yield Fund | Other | Member | None |
| Prudential High Yield Fund | Other | Spouse | $15,001 - $50,000 |
| Puerto Rico Commonwealth Bonds | Other | Member | None |
| Rancho Corte Madera, Inc. | Other | Member | $1,000,001 - $5,000,000 |
| RANDRand Capital Corporation - Common Stock | Stock | Spouse | $500,001 - $1,000,000 |
| Retirement Advocate Moderate Fund | Other | Member | $250,001 - $500,000 |
| Ridgeworth Seix Float | Other | Member | $500,001 - $1,000,000 |
| Ridgeworth Seix Float | Other | Spouse | Spouse/DC Over $1,000,000 |
| San Diego County, CA Bonds | Other | Member | $500,001 - $1,000,000 |
| San Francisco CA Rev. Bonds | Other | Member | $1,000,001 - $5,000,000 |
| San Jose, CA Bonds | Other | Member | $500,001 - $1,000,000 |
| San Ramon Valley, CA Bonds | Other | Member | None |
| Santa Clara Valley Var Bonds | Other | Member | $250,001 - $500,000 |
| Scholarshare Passive Age-Based Portfolio 18 & Over | Other | Member | $100,001 - $250,000 |
| Schwab CA Muni Money Fund | Other | Member | $100,001 - $250,000 |
| Sinclair & Rush | Other | Spouse | $250,001 - $500,000 |
| T Rowe Price Inst. Float Rate Fd | Other | Spouse | None |
| TYGTortoise Energy Infrastructure Corporation | Stock | Spouse | Spouse/DC Over $1,000,000 |
| Tweedy Browne Global Fund | Other | Spouse | None |
| Tweedy Browne Global Fund | Other | Member | None |
| U.S. Treasury Bills | Other | Member | None |
| U.S. Treasury Bills | Other | Spouse | Spouse/DC Over $1,000,000 |
| University of CA Rev. Bonds | Other | Member | $1,000,001 - $5,000,000 |
| University of Neb. Facilities Bonds | Other | Member | None |
| Vanguard Life Strategy Growth Fund | Other | Member | $250,001 - $500,000 |
| Vanguard Short Term Investment Grade Fund Admiral | Other | Spouse | None |
| Vanguard Total Stock Market | Other | Member | $100,001 - $250,000 |
| Vanguard Total Stock Market | Other | Spouse | Spouse/DC Over $1,000,000 |
| Virginia State Bonds | Other | Member | $500,001 - $1,000,000 |
| Vulcan Value Partners Small Cap Fd | Other | Member | $15,001 - $50,000 |
| Vulcan Value Partners Small Cap Fd | Other | Spouse | Spouse/DC Over $1,000,000 |
| Washington State Bonds | Other | Member | $500,001 - $1,000,000 |
| Wells Fargo Managed Income Fund | Other | Member | $1,001 - $15,000 |
| Winward Academy, LLC | Other | Member | $15,001 - $50,000 |
| WLR Recovery IV Investors LLC | Other | Spouse | $100,001 - $250,000 |
How reports are read: holdings methodology.