Zoe Lofgren

House · Representative, CA-18 · California · Democrat · Serving now

Zoe Lofgren is a Democrat from California, born 21 December 1947. She first took office on 4 January 1995 and is serving now — 16 terms in all, most recently as Representative for California’s 18th district. We hold 459 disclosed purchases and sales filed since 18 July 2017, none of them in the last 90 days.

Born21 December 1947
PartyDemocrat
StateCalifornia
Disclosed buys and sells459 in all, 0 in the last 90 days
Last disclosure6 January 2026
BioguideL000397

Positions held

3 posts we hold — a term names its own dates; a run of filings only says when they filed

3 January 2023 — presentRepresentative for California’s 18th districtDemocrat · 2 terms · source: unitedstates/congress-legislators
3 January 2013 — 3 January 2023Representative for California’s 19th districtDemocrat · 5 terms · source: unitedstates/congress-legislators
4 January 1995 — 3 January 2013Representative for California’s 16th districtDemocrat · 9 terms · source: unitedstates/congress-legislators

Every transaction

the 400 most recent transactions from U.S. House Clerk — one row each, sort any column, open a row for the filing; this is the most recent page of them

Sort byOpen-market trades only400 of 400 shown — the most recent we hold


11 Dec 2025	6 Jan 2026U.S. House Clerk	26 d	sold	California State Public Works Board Lease Revenue Bonds, Ser. D	$1,001–$15,000	—	—
11 Dec 2025	6 Jan 2026U.S. House Clerk	26 d	sold	Lynwood Unified School District GO Bonds	$100,001–$250,000	—	—
26 May 2023	6 Jun 2023U.S. House Clerk	11 d	sold	AbbVie Inc	$1,001–$15,000	up +82.4%	up +85.3%
26 May 2023	6 Jun 2023U.S. House Clerk	11 d	sold	an asset our parse did not capture	$1,001–$15,000	up +110.1%	up +99.4%
26 May 2023	6 Jun 2023U.S. House Clerk	11 d	sold	an asset our parse did not capture	$1,001–$15,000	up +51.6%	up +49.4%
26 May 2023	6 Jun 2023U.S. House Clerk	11 d	sold	D: Corporate bond SP American Tower Corporation (REIT)	$1,001–$15,000	down −3.7%	down −7.2%
26 May 2023	6 Jun 2023U.S. House Clerk	11 d	sold	an asset our parse did not capture	$1,001–$15,000	up +36.4%	up +42.0%
26 May 2023	6 Jun 2023U.S. House Clerk	11 d	sold	an asset our parse did not capture	$1,001–$15,000	up +244.6%	up +250.0%
26 May 2023	6 Jun 2023U.S. House Clerk	11 d	sold	an asset our parse did not capture	$15,001–$50,000	up +121.4%	up +114.4%
26 May 2023	6 Jun 2023U.S. House Clerk	11 d	sold	an asset our parse did not capture	$1,001–$15,000	up +108.1%	up +99.7%
26 May 2023	6 Jun 2023U.S. House Clerk	11 d	sold	an asset our parse did not capture	$1,001–$15,000	up +285.1%	up +259.8%
26 May 2023	6 Jun 2023U.S. House Clerk	11 d	sold	an asset our parse did not capture	$1,001–$15,000	up +119.5%	up +119.7%
26 May 2023	6 Jun 2023U.S. House Clerk	11 d	sold	an asset our parse did not capture	$1,001–$15,000	up +209.0%	up +191.8%
26 May 2023	6 Jun 2023U.S. House Clerk	11 d	sold	an asset our parse did not capture	$1,001–$15,000	up +41.0%	up +35.3%
26 May 2023	6 Jun 2023U.S. House Clerk	11 d	sold	an asset our parse did not capture	$1,001–$15,000	up +81.1%	up +75.5%
26 May 2023	6 Jun 2023U.S. House Clerk	11 d	sold	an asset our parse did not capture	$1,001–$15,000	up +296.6%	up +296.8%
26 May 2023	6 Jun 2023U.S. House Clerk	11 d	sold	an asset our parse did not capture	$1,001–$15,000	up +156.7%	up +150.8%
26 May 2023	6 Jun 2023U.S. House Clerk	11 d	sold	NetApp, Inc	$1,001–$15,000	up +164.6%	up +163.7%
26 May 2023	6 Jun 2023U.S. House Clerk	11 d	sold	an asset our parse did not capture	$15,001–$50,000	—	—
26 May 2023	6 Jun 2023U.S. House Clerk	11 d	sold	an asset our parse did not capture	$1,001–$15,000	—	—
26 May 2023	6 Jun 2023U.S. House Clerk	11 d	sold	Pfizer, Inc	$1,001–$15,000	down −26.1%	down −27.6%
26 May 2023	6 Jun 2023U.S. House Clerk	11 d	sold	an asset our parse did not capture	$1,001–$15,000	up +102.5%	up +90.3%
26 May 2023	6 Jun 2023U.S. House Clerk	11 d	sold	an asset our parse did not capture	$15,001–$50,000	up +49.4%	up +46.9%
26 May 2023	6 Jun 2023U.S. House Clerk	11 d	sold	an asset our parse did not capture	$1,001–$15,000	down −18.4%	down −19.4%
26 May 2023	6 Jun 2023U.S. House Clerk	11 d	sold	an asset our parse did not capture	$1,001–$15,000	up +42.1%	up +43.3%
26 May 2023	6 Jun 2023U.S. House Clerk	11 d	sold	WBAan asset our parse did not capture	$1,001–$15,000	—	—
26 May 2023	6 Jun 2023U.S. House Clerk	11 d	sold	an asset our parse did not capture	$1,001–$15,000	up +117.5%	up +117.3%
26 May 2023	6 Jun 2023U.S. House Clerk	11 d	sold	WBKan asset our parse did not capture	$1,001–$15,000	—	—
25 May 2023	6 Jun 2023U.S. House Clerk	12 d	sold	an asset our parse did not capture	$1,001–$15,000	down −39.7%	down −42.9%
25 May 2023	6 Jun 2023U.S. House Clerk	12 d	sold	an asset our parse did not capture	$1,001–$15,000	down −35.0%	down −41.1%
25 May 2023	6 Jun 2023U.S. House Clerk	12 d	sold	an asset our parse did not capture	$1,001–$15,000	up +51.1%	up +49.4%
25 May 2023	6 Jun 2023U.S. House Clerk	12 d	sold	an asset our parse did not capture	$1,001–$15,000	down −1.5%	down −3.1%
25 May 2023	6 Jun 2023U.S. House Clerk	12 d	sold	an asset our parse did not capture	$1,001–$15,000	up +37.1%	up +42.0%
25 May 2023	6 Jun 2023U.S. House Clerk	12 d	sold	an asset our parse did not capture	$1,001–$15,000	down −2.1%	down −2.5%
25 May 2023	6 Jun 2023U.S. House Clerk	12 d	sold	an asset our parse did not capture	$1,001–$15,000	up +5.3%	up +3.1%
25 May 2023	6 Jun 2023U.S. House Clerk	12 d	sold	an asset our parse did not capture	$1,001–$15,000	up +144.1%	up +141.3%
25 May 2023	6 Jun 2023U.S. House Clerk	12 d	sold	an asset our parse did not capture	$1,001–$15,000	up +66.0%	up +60.5%
25 May 2023	6 Jun 2023U.S. House Clerk	12 d	sold	AGRan asset our parse did not capture	$1,001–$15,000	—	—
25 May 2023	6 Jun 2023U.S. House Clerk	12 d	sold	an asset our parse did not capture	$1,001–$15,000	up +122.5%	up +114.4%
25 May 2023	6 Jun 2023U.S. House Clerk	12 d	sold	an asset our parse did not capture	$1,001–$15,000	down −48.2%	down −48.9%
25 May 2023	6 Jun 2023U.S. House Clerk	12 d	sold	an asset our parse did not capture	$1,001–$15,000	down −5.4%	down −8.7%
25 May 2023	6 Jun 2023U.S. House Clerk	12 d	sold	an asset our parse did not capture	$1,001–$15,000	—	—
25 May 2023	6 Jun 2023U.S. House Clerk	12 d	sold	an asset our parse did not capture	$1,001–$15,000	up +60.4%	up +53.3%
25 May 2023	6 Jun 2023U.S. House Clerk	12 d	sold	an asset our parse did not capture	$1,001–$15,000	up +71.8%	up +67.3%
25 May 2023	6 Jun 2023U.S. House Clerk	12 d	sold	an asset our parse did not capture	$1,001–$15,000	up +72.4%	up +65.1%
25 May 2023	6 Jun 2023U.S. House Clerk	12 d	sold	an asset our parse did not capture	$1,001–$15,000	up +123.2%	up +119.7%
25 May 2023	6 Jun 2023U.S. House Clerk	12 d	sold	an asset our parse did not capture	$1,001–$15,000	up +55.2%	up +49.0%
25 May 2023	6 Jun 2023U.S. House Clerk	12 d	sold	an asset our parse did not capture	$1,001–$15,000	up +44.9%	up +45.2%
25 May 2023	6 Jun 2023U.S. House Clerk	12 d	sold	an asset our parse did not capture	$1,001–$15,000	down −32.9%	down −33.5%
25 May 2023	6 Jun 2023U.S. House Clerk	12 d	sold	an asset our parse did not capture	$1,001–$15,000	up +85.5%	up +74.8%
25 May 2023	6 Jun 2023U.S. House Clerk	12 d	sold	an asset our parse did not capture	$1,001–$15,000	down −33.0%	down −33.5%
25 May 2023	6 Jun 2023U.S. House Clerk	12 d	sold	an asset our parse did not capture	$1,001–$15,000	up +0.5%	down −1.3%
25 May 2023	6 Jun 2023U.S. House Clerk	12 d	sold	an asset our parse did not capture	$1,001–$15,000	up +7.0%	down −2.1%
25 May 2023	6 Jun 2023U.S. House Clerk	12 d	sold	an asset our parse did not capture	$1,001–$15,000	up +29.1%	up +26.1%
25 May 2023	6 Jun 2023U.S. House Clerk	12 d	sold	an asset our parse did not capture	$1,001–$15,000	up +36.4%	up +35.1%
25 May 2023	6 Jun 2023U.S. House Clerk	12 d	sold	an asset our parse did not capture	$1,001–$15,000	up +5.5%	up +1.2%
25 May 2023	6 Jun 2023U.S. House Clerk	12 d	sold	an asset our parse did not capture	$1,001–$15,000	up +90.3%	up +82.1%
25 May 2023	6 Jun 2023U.S. House Clerk	12 d	sold	an asset our parse did not capture	$1,001–$15,000	up +120.5%	up +116.6%
25 May 2023	6 Jun 2023U.S. House Clerk	12 d	sold	Equinix, Inc	$1,001–$15,000	up +47.5%	up +40.5%
25 May 2023	6 Jun 2023U.S. House Clerk	12 d	sold	an asset our parse did not capture	$1,001–$15,000	down −0.6%	up +0.6%
25 May 2023	6 Jun 2023U.S. House Clerk	12 d	sold	an asset our parse did not capture	$1,001–$15,000	up +116.3%	up +102.4%
25 May 2023	6 Jun 2023U.S. House Clerk	12 d	sold	an asset our parse did not capture	$1,001–$15,000	up +125.5%	up +114.9%
25 May 2023	6 Jun 2023U.S. House Clerk	12 d	sold	an asset our parse did not capture	$1,001–$15,000	down −56.1%	down −55.7%
25 May 2023	6 Jun 2023U.S. House Clerk	12 d	sold	an asset our parse did not capture	$1,001–$15,000	up +87.6%	up +91.1%
25 May 2023	6 Jun 2023U.S. House Clerk	12 d	sold	an asset our parse did not capture	$1,001–$15,000	up +98.9%	up +93.5%
25 May 2023	6 Jun 2023U.S. House Clerk	12 d	sold	an asset our parse did not capture	$1,001–$15,000	up +59.7%	up +55.5%
25 May 2023	6 Jun 2023U.S. House Clerk	12 d	sold	IPGan asset our parse did not capture	$1,001–$15,000	—	—
25 May 2023	6 Jun 2023U.S. House Clerk	12 d	sold	an asset our parse did not capture	$1,001–$15,000	up +161.5%	up +154.6%
25 May 2023	6 Jun 2023U.S. House Clerk	12 d	sold	an asset our parse did not capture	$1,001–$15,000	down −94.4%	down −93.8%
25 May 2023	6 Jun 2023U.S. House Clerk	12 d	sold	an asset our parse did not capture	$1,001–$15,000	up +53.4%	up +49.4%
25 May 2023	6 Jun 2023U.S. House Clerk	12 d	sold	an asset our parse did not capture	$1,001–$15,000	down −11.2%	down −10.9%
25 May 2023	6 Jun 2023U.S. House Clerk	12 d	sold	an asset our parse did not capture	$1,001–$15,000	up +31.4%	up +34.1%
25 May 2023	6 Jun 2023U.S. House Clerk	12 d	sold	an asset our parse did not capture	$1,001–$15,000	up +81.3%	up +79.2%
25 May 2023	6 Jun 2023U.S. House Clerk	12 d	sold	an asset our parse did not capture	$1,001–$15,000	down −11.8%	down −15.6%
25 May 2023	6 Jun 2023U.S. House Clerk	12 d	sold	an asset our parse did not capture	$1,001–$15,000	up +12.6%	up +12.6%
25 May 2023	6 Jun 2023U.S. House Clerk	12 d	sold	an asset our parse did not capture	$1,001–$15,000	up +6.6%	up +3.2%
25 May 2023	6 Jun 2023U.S. House Clerk	12 d	sold	an asset our parse did not capture	$1,001–$15,000	up +30.7%	up +23.5%
25 May 2023	6 Jun 2023U.S. House Clerk	12 d	sold	an asset our parse did not capture	$1,001–$15,000	up +17.3%	up +18.3%
25 May 2023	6 Jun 2023U.S. House Clerk	12 d	sold	an asset our parse did not capture	$1,001–$15,000	up +6.4%	up +3.0%
25 May 2023	6 Jun 2023U.S. House Clerk	12 d	sold	an asset our parse did not capture	$1,001–$15,000	down −25.6%	down −24.7%
25 May 2023	6 Jun 2023U.S. House Clerk	12 d	sold	an asset our parse did not capture	$1,001–$15,000	down −1.9%	down −1.3%
25 May 2023	6 Jun 2023U.S. House Clerk	12 d	sold	an asset our parse did not capture	$1,001–$15,000	up +11.2%	up +7.8%
25 May 2023	6 Jun 2023U.S. House Clerk	12 d	sold	an asset our parse did not capture	$1,001–$15,000	up +69.6%	up +51.6%
25 May 2023	6 Jun 2023U.S. House Clerk	12 d	sold	an asset our parse did not capture	$1,001–$15,000	up +262.7%	up +245.2%
25 May 2023	6 Jun 2023U.S. House Clerk	12 d	sold	an asset our parse did not capture	$1,001–$15,000	down −13.1%	down −14.0%
25 May 2023	6 Jun 2023U.S. House Clerk	12 d	sold	an asset our parse did not capture	$1,001–$15,000	up +23.4%	up +16.6%
25 May 2023	6 Jun 2023U.S. House Clerk	12 d	sold	an asset our parse did not capture	$1,001–$15,000	up +41.6%	up +33.4%
25 May 2023	6 Jun 2023U.S. House Clerk	12 d	sold	an asset our parse did not capture	$1,001–$15,000	down −19.4%	down −22.9%
25 May 2023	6 Jun 2023U.S. House Clerk	12 d	sold	an asset our parse did not capture	$15,001–$50,000	up +26.5%	up +27.3%
25 May 2023	6 Jun 2023U.S. House Clerk	12 d	sold	an asset our parse did not capture	$1,001–$15,000	up +1.6%	up +1.9%
25 May 2023	6 Jun 2023U.S. House Clerk	12 d	sold	an asset our parse did not capture	$1,001–$15,000	up +16.3%	up +17.3%
25 May 2023	6 Jun 2023U.S. House Clerk	12 d	sold	an asset our parse did not capture	$1,001–$15,000	up +66.1%	up +60.3%
25 May 2023	6 Jun 2023U.S. House Clerk	12 d	sold	an asset our parse did not capture	$1,001–$15,000	up +30.6%	up +38.0%
25 May 2023	6 Jun 2023U.S. House Clerk	12 d	sold	an asset our parse did not capture	$1,001–$15,000	up +165.2%	up +154.2%
25 May 2023	6 Jun 2023U.S. House Clerk	12 d	sold	an asset our parse did not capture	$1,001–$15,000	up +8.6%	up +3.0%
25 May 2023	6 Jun 2023U.S. House Clerk	12 d	sold	an asset our parse did not capture	$1,001–$15,000	down −17.7%	down −19.4%
25 May 2023	6 Jun 2023U.S. House Clerk	12 d	sold	an asset our parse did not capture	$1,001–$15,000	up +42.8%	up +43.3%
25 May 2023	6 Jun 2023U.S. House Clerk	12 d	sold	an asset our parse did not capture	$1,001–$15,000	up +64.5%	up +61.0%
25 May 2023	6 Jun 2023U.S. House Clerk	12 d	sold	an asset our parse did not capture	$1,001–$15,000	up +18.2%	up +13.0%
25 May 2023	6 Jun 2023U.S. House Clerk	12 d	sold	Zoetis Inc. Class A	$1,001–$15,000	down −55.6%	down −56.9%
11 Mar 2023	15 May 2023U.S. House Clerk	65 d	sold part of	Deskworks Inc	$100,001–$250,000	—	—
6 Oct 2022	10 Nov 2022U.S. House Clerk	35 d	sold	Credit Suisse USA Inc	$1,001–$15,000	—	—
9 Sep 2022	11 Oct 2022U.S. House Clerk	32 d	bought	AEP Texas Inc	$1,001–$15,000	—	—
9 Sep 2022	11 Oct 2022U.S. House Clerk	32 d	bought	an asset our parse did not capture	$1,001–$15,000	up +56.3%	up +73.7%
9 Sep 2022	11 Oct 2022U.S. House Clerk	32 d	bought	an asset our parse did not capture	$1,001–$15,000	up +79.4%	up +110.5%
9 Sep 2022	11 Oct 2022U.S. House Clerk	32 d	bought	an asset our parse did not capture	$1,001–$15,000	down −13.0%	up +2.7%
9 Sep 2022	11 Oct 2022U.S. House Clerk	32 d	bought	an asset our parse did not capture	$1,001–$15,000	up +123.1%	up +121.8%
9 Sep 2022	11 Oct 2022U.S. House Clerk	32 d	bought	an asset our parse did not capture	$1,001–$15,000	up +327.2%	up +384.4%
25 Aug 2022	15 May 2023U.S. House Clerk	263 d	sold	an asset our parse did not capture	$1,001–$15,000	up +151.4%	up +195.6%
25 Aug 2022	13 Sep 2022U.S. House Clerk	19 d	sold	Applied Materials, Inc	$1,001–$15,000	up +346.5%	up +418.7%
25 Aug 2022	13 Sep 2022U.S. House Clerk	19 d	sold	an asset our parse did not capture	$1,001–$15,000	up +30.2%	up +30.4%
25 Aug 2022	13 Sep 2022U.S. House Clerk	19 d	bought	an asset our parse did not capture	$1,001–$15,000	down −11.3%	down −6.8%
8 Jul 2022	6 Oct 2022U.S. House Clerk	90 d	sold part of	Rollover IRA D: Corporate bond C: Initially reported as corporate s…	$1,001–$15,000	up +477.3%	up +458.5%
8 Jul 2022	8 Aug 2022U.S. House Clerk	31 d	sold part of	KLA Corporation	$1,001–$15,000	up +477.3%	up +371.8%
15 Jun 2022	13 Jul 2022U.S. House Clerk	28 d	sold	Ally Financial Inc	$1,001–$15,000	up +20.1%	up +24.3%
28 Apr 2022	10 May 2022U.S. House Clerk	12 d	sold	an asset our parse did not capture	$1,001–$15,000	up +103.2%	up +113.9%
4 Apr 2022	15 May 2023U.S. House Clerk	406 d	bought	an asset our parse did not capture	$15,001–$50,000	up +11.9%	up +44.5%
4 Apr 2022	6 Oct 2022U.S. House Clerk	185 d	bought	KLA Corporation	$1,001–$15,000	up +398.3%	up +458.5%
4 Apr 2022	10 May 2022U.S. House Clerk	36 d	bought	KLA Corporation	$1,001–$15,000	up +398.3%	up +465.9%
4 Apr 2022	10 May 2022U.S. House Clerk	36 d	bought	an asset our parse did not capture	$15,001–$50,000	up +11.9%	up +29.6%
15 Mar 2022	11 Apr 2022U.S. House Clerk	27 d	sold	an asset our parse did not capture	$1,001–$15,000	—	—
4 Mar 2022	11 Apr 2022U.S. House Clerk	38 d	bought	Amazon.com, Inc	$1,001–$15,000	up +73.3%	up +67.0%
4 Mar 2022	11 Apr 2022U.S. House Clerk	38 d	bought	an asset our parse did not capture	$1,001–$15,000	up +143.5%	up +172.6%
4 Mar 2022	11 Apr 2022U.S. House Clerk	38 d	bought	an asset our parse did not capture	$1,001–$15,000	—	—
14 Dec 2021	7 Jan 2022U.S. House Clerk	24 d	sold	SPgeneral Motors Finl Co (corporatebond)	$1,001–$15,000	—	—
15 Oct 2021	3 Nov 2021U.S. House Clerk	19 d	sold	Amazon.com, Inc	$1,001–$15,000	up +48.1%	up +49.2%
13 Oct 2021	3 Nov 2021U.S. House Clerk	21 d	sold	an asset our parse did not capture	$1,001–$15,000	down −8.2%	down −15.9%
13 Oct 2021	3 Nov 2021U.S. House Clerk	21 d	bought	Lucid group, Inc	$1,001–$15,000	down −98.1%	down −98.8%
13 Oct 2021	3 Nov 2021U.S. House Clerk	21 d	sold	Pfizer, Inc	$1,001–$15,000	down −32.9%	down −38.0%
13 Oct 2021	3 Nov 2021U.S. House Clerk	21 d	sold	Walmart Inc	$1,001–$15,000	up +129.5%	up +111.4%
5 Oct 2021	3 Nov 2021U.S. House Clerk	29 d	bought	Caterpillar, Inc	$1,001–$15,000	up +323.7%	up +300.7%
5 Oct 2021	3 Nov 2021U.S. House Clerk	29 d	bought	Filing ID #20019744 SP Wells Fargo & Company (WFC)Med. Term Note	$1,001–$15,000	—	—
30 Sep 2021	7 Oct 2021U.S. House Clerk	7 d	bought	Amazon.com, Inc	$1,001–$15,000	up +53.7%	up +52.9%
30 Sep 2021	7 Oct 2021U.S. House Clerk	7 d	bought	American Electric Power Company,Inc	$1,001–$15,000	up +53.6%	up +48.2%
30 Sep 2021	7 Oct 2021U.S. House Clerk	7 d	bought	American Water Works Company,Inc	$1,001–$15,000	down −17.0%	down −18.6%
30 Sep 2021	7 Oct 2021U.S. House Clerk	7 d	bought	Applied Materials, Inc	$1,001–$15,000	up +264.2%	up +266.6%
30 Sep 2021	7 Oct 2021U.S. House Clerk	7 d	bought	SPASML Holding N.V. - New YorkRegistry Shares	$1,001–$15,000	up +132.1%	up +131.6%
30 Sep 2021	7 Oct 2021U.S. House Clerk	7 d	bought	SPAT&T Inc	$1,001–$15,000	up +23.3%	up +22.9%
30 Sep 2021	7 Oct 2021U.S. House Clerk	7 d	bought	SPbCE, Inc	$1,001–$15,000	down −53.4%	down −53.9%
30 Sep 2021	7 Oct 2021U.S. House Clerk	7 d	bought	Charles River LaboratoriesInternational, Inc	$1,001–$15,000	down −32.5%	down −33.2%
30 Sep 2021	7 Oct 2021U.S. House Clerk	7 d	bought	Cisco Systems, Inc	$1,001–$15,000	up +101.0%	up +98.9%
30 Sep 2021	7 Oct 2021U.S. House Clerk	7 d	bought	SPdanaher Corporation	$1,001–$15,000	down −24.0%	down −23.5%
30 Sep 2021	7 Oct 2021U.S. House Clerk	7 d	bought	Equinix, Inc	$1,001–$15,000	up +32.0%	up +36.1%
30 Sep 2021	7 Oct 2021U.S. House Clerk	7 d	bought	Eversource Energy	$1,001–$15,000	down −13.8%	down −18.2%
30 Sep 2021	7 Oct 2021U.S. House Clerk	7 d	bought	Expedia group, Inc	$1,001–$15,000	up +66.3%	up +58.2%
30 Sep 2021	7 Oct 2021U.S. House Clerk	7 d	bought	Fifth Third bancorp	$1,001–$15,000	up +27.7%	up +23.6%
30 Sep 2021	7 Oct 2021U.S. House Clerk	7 d	bought	First Horizon Corporation	$1,001–$15,000	up +50.9%	up +48.8%
30 Sep 2021	7 Oct 2021U.S. House Clerk	7 d	bought	SPgeneral Mills, Inc	$1,001–$15,000	down −38.0%	down −39.5%
30 Sep 2021	7 Oct 2021U.S. House Clerk	7 d	bought	an asset our parse did not capture	$1,001–$15,000	up +94.4%	up +88.6%
30 Sep 2021	7 Oct 2021U.S. House Clerk	7 d	bought	SPHCA Healthcare, Inc	$1,001–$15,000	up +73.8%	up +74.1%
30 Sep 2021	7 Oct 2021U.S. House Clerk	7 d	bought	Mastercard Incorporated	$1,001–$15,000	up +63.2%	up +60.4%
30 Sep 2021	7 Oct 2021U.S. House Clerk	7 d	bought	Mcdonalds Company Ltd TokyoOrdinary Shares	$1,001–$15,000	—	—
30 Sep 2021	7 Oct 2021U.S. House Clerk	7 d	bought	Merck & Company, Inc. CommonStock	$1,001–$15,000	up +96.4%	up +80.0%
30 Sep 2021	7 Oct 2021U.S. House Clerk	7 d	bought	National Retail Properties	$1,001–$15,000	up +2.9%	down −0.3%
30 Sep 2021	7 Oct 2021U.S. House Clerk	7 d	bought	Newell brands Inc	$1,001–$15,000	down −72.9%	down −73.3%
30 Sep 2021	7 Oct 2021U.S. House Clerk	7 d	bought	NextEra Energy, Inc	$1,001–$15,000	up +5.3%	up +2.1%
30 Sep 2021	7 Oct 2021U.S. House Clerk	7 d	bought	Old dominion Freight Line, Inc	$1,001–$15,000	up +27.3%	up +23.9%
30 Sep 2021	7 Oct 2021U.S. House Clerk	7 d	bought	Pepsico, Inc	$1,001–$15,000	down −9.1%	down −12.6%
30 Sep 2021	7 Oct 2021U.S. House Clerk	7 d	bought	Pfizer, Inc	$1,001–$15,000	down −35.4%	down −35.0%
30 Sep 2021	7 Oct 2021U.S. House Clerk	7 d	bought	ProLogis, Inc	$1,001–$15,000	up +8.2%	up +4.9%
30 Sep 2021	7 Oct 2021U.S. House Clerk	7 d	bought	QuALCOMM Incorporated	$1,001–$15,000	up +36.8%	up +38.0%
30 Sep 2021	7 Oct 2021U.S. House Clerk	7 d	bought	Roper Technologies, Inc	$1,001–$15,000	down −12.5%	down −13.9%
30 Sep 2021	7 Oct 2021U.S. House Clerk	7 d	bought	SPS&P global Inc	$1,001–$15,000	up +4.1%	up +2.2%
30 Sep 2021	7 Oct 2021U.S. House Clerk	7 d	bought	Synchrony Financial	$1,001–$15,000	up +58.2%	up +55.9%
30 Sep 2021	7 Oct 2021U.S. House Clerk	7 d	bought	SPTJX Companies, Inc	$1,001–$15,000	up +91.1%	up +94.1%
30 Sep 2021	7 Oct 2021U.S. House Clerk	7 d	bought	Verizon Communications Inc	$1,001–$15,000	down −7.9%	down −7.7%
2 Sep 2021	7 Oct 2021U.S. House Clerk	35 d	bought	Accenture plc Class A OrdinaryShares	$1,001–$15,000	down −48.4%	down −46.1%
2 Sep 2021	7 Oct 2021U.S. House Clerk	35 d	bought	Adobe Inc	$1,001–$15,000	down −61.7%	down −56.0%
2 Sep 2021	7 Oct 2021U.S. House Clerk	35 d	bought	Ally Financial Inc	$1,001–$15,000	down −19.4%	down −21.0%
2 Sep 2021	7 Oct 2021U.S. House Clerk	35 d	bought	Filing Id #20019592 SP Aon plc Class A Ordinary Shares	$1,001–$15,000	up +4.9%	up +3.9%
2 Sep 2021	7 Oct 2021U.S. House Clerk	35 d	bought	Ares Capital Corporation - ClosedEnd Fund	$1,001–$15,000	down −2.8%	down −5.4%
2 Sep 2021	7 Oct 2021U.S. House Clerk	35 d	bought	AGRAvangrid, Inc	$1,001–$15,000	—	—
2 Sep 2021	7 Oct 2021U.S. House Clerk	35 d	bought	SPberkshire Hathaway Inc. New	$1,001–$15,000	—	—
2 Sep 2021	7 Oct 2021U.S. House Clerk	35 d	bought	SPblackstone Inc	$1,001–$15,000	up +4.4%	up +16.2%
2 Sep 2021	7 Oct 2021U.S. House Clerk	35 d	bought	Cintas Corporation	$1,001–$15,000	up +101.9%	up +99.6%
2 Sep 2021	7 Oct 2021U.S. House Clerk	35 d	bought	JTCME group Inc. - Class A	$1,001–$15,000	up +39.0%	up +35.9%
2 Sep 2021	7 Oct 2021U.S. House Clerk	35 d	bought	Coca-Cola Company	$1,001–$15,000	up +54.2%	up +62.5%
2 Sep 2021	7 Oct 2021U.S. House Clerk	35 d	bought	Comcast Corporation - Class A	$1,001–$15,000	down −57.5%	down −54.3%
2 Sep 2021	7 Oct 2021U.S. House Clerk	35 d	bought	Costco Wholesale Corporation	$1,001–$15,000	up +95.8%	up +99.3%
2 Sep 2021	7 Oct 2021U.S. House Clerk	35 d	bought	Edwards Lifesciences Corporation	$1,001–$15,000	down −28.5%	down −22.3%
2 Sep 2021	7 Oct 2021U.S. House Clerk	35 d	bought	Home depot, Inc	$1,001–$15,000	down −5.3%	down −8.0%
2 Sep 2021	7 Oct 2021U.S. House Clerk	35 d	bought	Invesco Preferred ETF	$1,001–$15,000	down −31.3%	down −29.7%
2 Sep 2021	7 Oct 2021U.S. House Clerk	35 d	bought	SPJP Morgan Chase & Co	$1,001–$15,000	up +121.1%	up +108.5%
2 Sep 2021	7 Oct 2021U.S. House Clerk	35 d	bought	SPNXP Semiconductors N.V	$1,001–$15,000	up +5.6%	up +15.5%
2 Sep 2021	7 Oct 2021U.S. House Clerk	35 d	bought	Sherwin-Williams Company	$1,001–$15,000	up +3.9%	up +9.2%
2 Sep 2021	7 Oct 2021U.S. House Clerk	35 d	bought	Starbucks Corporation	$1,001–$15,000	down −14.8%	down −10.8%
2 Sep 2021	7 Oct 2021U.S. House Clerk	35 d	bought	Thermo Fisher Scientific Inc	$1,001–$15,000	up +7.1%	up +3.8%
2 Sep 2021	7 Oct 2021U.S. House Clerk	35 d	bought	SPT-Mobile uS, Inc	$1,001–$15,000	up +30.3%	up +44.0%
2 Sep 2021	7 Oct 2021U.S. House Clerk	35 d	bought	Trane Technologies plc	$1,001–$15,000	up +120.9%	up +150.6%
2 Sep 2021	7 Oct 2021U.S. House Clerk	35 d	bought	Transunion	$1,001–$15,000	down −38.0%	down −32.7%
2 Sep 2021	7 Oct 2021U.S. House Clerk	35 d	bought	SPunitedHealth group IncorporatedCommon Stock	$1,001–$15,000	down −7.2%	down −2.9%
2 Sep 2021	7 Oct 2021U.S. House Clerk	35 d	bought	Visa Inc	$1,001–$15,000	up +63.9%	up +59.4%
2 Sep 2021	7 Oct 2021U.S. House Clerk	35 d	bought	Walmart Inc	$1,001–$15,000	up +113.7%	up +128.0%
2 Sep 2021	7 Oct 2021U.S. House Clerk	35 d	bought	Walt disney Company	$1,001–$15,000	down −42.7%	down −41.4%
2 Sep 2021	7 Oct 2021U.S. House Clerk	35 d	bought	Zoetis Inc. Class A	$1,001–$15,000	down −65.0%	down −63.2%
1 Sep 2021	7 Oct 2021U.S. House Clerk	36 d	sold	SPgilead Sciences Inc	$1,001–$15,000	up +102.7%	up +113.8%
24 Aug 2021	10 Sep 2021U.S. House Clerk	17 d	sold part of	Corporate bondSPCVS Health Corporation	$1,001–$15,000	up +13.8%	up +13.8%
9 Aug 2021	10 Sep 2021U.S. House Clerk	32 d	bought	AbbVie Inc	$1,001–$15,000	up +120.0%	up +135.2%
9 Aug 2021	10 Sep 2021U.S. House Clerk	32 d	bought	Corporate bondSPAccenture plc Class A OrdinaryShares	$1,001–$15,000	down −45.0%	down −48.6%
9 Aug 2021	10 Sep 2021U.S. House Clerk	32 d	bought	Adobe Inc	$1,001–$15,000	down −59.5%	down −61.3%
9 Aug 2021	10 Sep 2021U.S. House Clerk	32 d	bought	Ally Financial Inc	$1,001–$15,000	down −19.2%	down −18.0%
9 Aug 2021	10 Sep 2021U.S. House Clerk	32 d	bought	American Tower Corporation(REIT)	$1,001–$15,000	down −37.4%	down −40.3%
9 Aug 2021	10 Sep 2021U.S. House Clerk	32 d	bought	Corporate bondSPAnheuser-busch Inbev SASponsored AdR (belgium)	$1,001–$15,000	up +28.0%	up +35.8%
9 Aug 2021	10 Sep 2021U.S. House Clerk	32 d	bought	Corporate bondSPAon plc Class A Ordinary Shares	$1,001–$15,000	up +15.5%	up +4.2%
9 Aug 2021	10 Sep 2021U.S. House Clerk	32 d	bought	Applied Materials, Inc	$15,001–$50,000	up +230.2%	up +242.6%
9 Aug 2021	10 Sep 2021U.S. House Clerk	32 d	bought	an asset our parse did not capture	$1,001–$15,000	up +17.3%	up +4.1%
9 Aug 2021	10 Sep 2021U.S. House Clerk	32 d	bought	Cintas Corporation	$1,001–$15,000	up +103.9%	up +98.2%
9 Aug 2021	10 Sep 2021U.S. House Clerk	32 d	bought	Credit Suisse uSA Inc	$1,001–$15,000	—	—
9 Aug 2021	10 Sep 2021U.S. House Clerk	32 d	bought	Corporate bondSPCVS Health Corporation	$1,001–$15,000	up +16.8%	up +13.8%
9 Aug 2021	10 Sep 2021U.S. House Clerk	32 d	bought	Edwards Lifesciences Corporation	$1,001–$15,000	down −24.6%	down −28.7%
9 Aug 2021	10 Sep 2021U.S. House Clerk	32 d	bought	Home depot, Inc	$1,001–$15,000	down −5.6%	down −6.5%
9 Aug 2021	10 Sep 2021U.S. House Clerk	32 d	bought	Jefferies group LLC	$1,001–$15,000	—	—
9 Aug 2021	10 Sep 2021U.S. House Clerk	32 d	bought	Corporate bondSPJP Morgan Chase & Co	$1,001–$15,000	up +125.5%	up +125.4%
9 Aug 2021	10 Sep 2021U.S. House Clerk	32 d	bought	Mastercard Incorporated	$1,001–$15,000	up +53.1%	up +63.4%
9 Aug 2021	10 Sep 2021U.S. House Clerk	32 d	bought	Morgan Stanley	$1,001–$15,000	up +113.8%	up +107.8%
9 Aug 2021	10 Sep 2021U.S. House Clerk	32 d	bought	an asset our parse did not capture	$1,001–$15,000	up +124.6%	up +100.1%
9 Aug 2021	10 Sep 2021U.S. House Clerk	32 d	bought	Pfizer, Inc	$1,001–$15,000	down −39.6%	down −39.1%
9 Aug 2021	10 Sep 2021U.S. House Clerk	32 d	bought	Starbucks Corporation	$1,001–$15,000	down −15.2%	down −16.2%
9 Aug 2021	10 Sep 2021U.S. House Clerk	32 d	bought	Thermo Fisher Scientific Inc	$1,001–$15,000	up +11.9%	up +5.9%
9 Aug 2021	10 Sep 2021U.S. House Clerk	32 d	bought	SPT-Mobile uS, Inc	$1,001–$15,000	up +24.0%	up +35.6%
9 Aug 2021	10 Sep 2021U.S. House Clerk	32 d	bought	Trane Technologies plc	$1,001–$15,000	up +129.1%	up +133.7%
9 Aug 2021	10 Sep 2021U.S. House Clerk	32 d	bought	SPunitedHealth group Incorporated	$1,001–$15,000	down −4.3%	down −2.7%
9 Aug 2021	10 Sep 2021U.S. House Clerk	32 d	bought	orporatedCommon Stock	$1,001–$15,000	down −4.3%	down −2.7%
9 Aug 2021	10 Sep 2021U.S. House Clerk	32 d	bought	uS bancorp	$1,001–$15,000	up +98.7%	up +110.8%
9 Aug 2021	10 Sep 2021U.S. House Clerk	32 d	bought	an asset our parse did not capture	$1,001–$15,000	down −9.8%	down −8.3%
9 Aug 2021	10 Sep 2021U.S. House Clerk	32 d	bought	an asset our parse did not capture	$1,001–$15,000	—	—
9 Aug 2021	10 Sep 2021U.S. House Clerk	32 d	bought	an asset our parse did not capture	$1,001–$15,000	up +53.1%	up +63.3%
9 Aug 2021	10 Sep 2021U.S. House Clerk	32 d	bought	WBAWalgreens boots Alliance, Inc	$1,001–$15,000	—	—
9 Aug 2021	10 Sep 2021U.S. House Clerk	32 d	bought	WBKCorporate bond.SPWestpac banking Corporation	$1,001–$15,000	—	—
9 Aug 2021	10 Sep 2021U.S. House Clerk	32 d	bought	Class A	$1,001–$15,000	down −63.3%	down −64.6%
2 Aug 2021	10 Sep 2021U.S. House Clerk	39 d	sold	Cisco Systems, Inc	$1,001–$15,000	up +97.3%	up +89.0%
2 Aug 2021	10 Sep 2021U.S. House Clerk	39 d	sold	SPgeneral Mills, Inc	$1,001–$15,000	down −37.5%	down −36.5%
2 Aug 2021	10 Sep 2021U.S. House Clerk	39 d	sold	SPHCA Healthcare, Inc	$1,001–$15,000	up +68.1%	up +64.3%
2 Aug 2021	10 Sep 2021U.S. House Clerk	39 d	sold	orporated	$1,001–$15,000	up +18.5%	up +23.6%
20 Jul 2020	12 Aug 2020U.S. House Clerk	23 d	sold	an asset our parse did not capture	$1,001–$15,000	up +104.4%	up +94.0%
7 Jul 2020	12 Aug 2020U.S. House Clerk	36 d	sold	Anheuser-busch Inbev Fin	$1,001–$15,000	—	—
29 Jun 2020	8 Jul 2020U.S. House Clerk	9 d	sold	Verizon Comm. Inc	$1,001–$15,000	—	—
16 Jun 2020	8 Jul 2020U.S. House Clerk	22 d	bought	Cisco Systems, Inc	$1,001–$15,000	up +135.4%	up +138.9%
16 Jun 2020	8 Jul 2020U.S. House Clerk	22 d	bought	SPgeneral Mills, Inc	$1,001–$15,000	down −40.0%	down −41.1%
16 Jun 2020	8 Jul 2020U.S. House Clerk	22 d	bought	QuALCOMM Incorporated	$1,001–$15,000	up +97.1%	up +88.6%
15 Jun 2020	8 Jul 2020U.S. House Clerk	23 d	bought	SPHCA Healthcare, Inc	$1,001–$15,000	up +307.4%	up +341.1%
23 Mar 2020	11 Apr 2020U.S. House Clerk	19 d	sold	Adobe Inc	$1,001–$15,000	down −17.1%	down −20.0%
23 Mar 2020	11 Apr 2020U.S. House Clerk	19 d	sold	Alphabet Inc. - Class A	$1,001–$15,000	up +527.3%	up +448.1%
23 Mar 2020	11 Apr 2020U.S. House Clerk	19 d	sold	American Electric Power Company,Inc	$1,001–$15,000	up +78.1%	up +44.4%
23 Mar 2020	11 Apr 2020U.S. House Clerk	19 d	sold	American Water Works Company,Inc	$1,001–$15,000	up +44.6%	up +6.5%
23 Mar 2020	11 Apr 2020U.S. House Clerk	19 d	sold	Apple Inc	$1,001–$15,000	up +462.2%	up +370.7%
23 Mar 2020	11 Apr 2020U.S. House Clerk	19 d	sold	Filing Id #20016393 SP Ares Capital Corporation - ClosedEnd Fund	$1,001–$15,000	up +143.3%	up +50.1%
23 Mar 2020	11 Apr 2020U.S. House Clerk	19 d	sold	SPAT&T Inc	$1,001–$15,000	up +24.4%	up +8.4%
23 Mar 2020	11 Apr 2020U.S. House Clerk	19 d	sold	AGRAvangrid, Inc	$1,001–$15,000	—	—
23 Mar 2020	11 Apr 2020U.S. House Clerk	19 d	sold	SPbank of America Corporation	$1,001–$15,000	up +246.6%	up +152.1%
23 Mar 2020	11 Apr 2020U.S. House Clerk	19 d	sold	SPberkshire Hathaway Inc. New	$1,001–$15,000	—	—
23 Mar 2020	11 Apr 2020U.S. House Clerk	19 d	sold	Chubb Limited	$1,001–$15,000	up +258.4%	up +176.1%
23 Mar 2020	11 Apr 2020U.S. House Clerk	19 d	sold	Cincinnati Financial Corporation	$1,001–$15,000	up +153.4%	up +102.5%
23 Mar 2020	11 Apr 2020U.S. House Clerk	19 d	sold	Cintas Corporation	$1,001–$15,000	up +409.5%	up +302.6%
23 Mar 2020	11 Apr 2020U.S. House Clerk	19 d	sold	SPCME group Inc. - Class A	$1,001–$15,000	up +96.9%	up +44.5%
23 Mar 2020	11 Apr 2020U.S. House Clerk	19 d	sold	SPCMS Energy Corporation	$1,001–$15,000	up +40.5%	up +9.4%
23 Mar 2020	11 Apr 2020U.S. House Clerk	19 d	sold	Coca-Cola Company	$1,001–$15,000	up +133.1%	up +78.7%
23 Mar 2020	11 Apr 2020U.S. House Clerk	19 d	sold	Colgate-Palmolive Company	$1,001–$15,000	up +45.6%	up +25.9%
23 Mar 2020	11 Apr 2020U.S. House Clerk	19 d	sold	Comcast Corporation - Class A	$1,001–$15,000	down −23.2%	down −31.0%
23 Mar 2020	11 Apr 2020U.S. House Clerk	19 d	sold	Costco Wholesale Corporation	$1,001–$15,000	up +216.1%	up +200.9%
23 Mar 2020	11 Apr 2020U.S. House Clerk	19 d	sold	SPdanaher Corporation	$1,001–$15,000	up +90.7%	up +58.9%
23 Mar 2020	11 Apr 2020U.S. House Clerk	19 d	sold	SPdominion Energy, Inc	$1,001–$15,000	up +9.6%	down −20.2%
23 Mar 2020	11 Apr 2020U.S. House Clerk	19 d	sold	SPduke Energy Corporation	$1,001–$15,000	up +89.0%	up +34.2%
23 Mar 2020	11 Apr 2020U.S. House Clerk	19 d	sold	Edwards Lifesciences Corporation	$1,001–$15,000	up +64.4%	up +20.0%
23 Mar 2020	11 Apr 2020U.S. House Clerk	19 d	sold	Essex Property Trust, Inc	$1,001–$15,000	up +50.6%	up +11.1%
23 Mar 2020	11 Apr 2020U.S. House Clerk	19 d	sold	Eversource Energy	$1,001–$15,000	up +13.2%	down −21.8%
23 Mar 2020	11 Apr 2020U.S. House Clerk	19 d	sold	Facebook, Inc. - Class A	$1,001–$15,000	—	—
23 Mar 2020	11 Apr 2020U.S. House Clerk	19 d	sold	HTAHealthcare Trust of America, Inc.Class A	$1,001–$15,000	—	—
23 Mar 2020	11 Apr 2020U.S. House Clerk	19 d	sold	Home depot, Inc	$1,001–$15,000	up +91.2%	up +54.0%
23 Mar 2020	11 Apr 2020U.S. House Clerk	19 d	sold	Intel Corporation	$1,001–$15,000	up +114.3%	up +85.9%
23 Mar 2020	11 Apr 2020U.S. House Clerk	19 d	sold	Johnson & Johnson	$1,001–$15,000	up +140.3%	up +89.1%
23 Mar 2020	11 Apr 2020U.S. House Clerk	19 d	sold	SPJP Morgan Chase & Co	$1,001–$15,000	up +348.8%	up +245.2%
23 Mar 2020	11 Apr 2020U.S. House Clerk	19 d	sold	Kimberly-Clark Corporation	$1,001–$15,000	down −12.1%	down −24.9%
23 Mar 2020	11 Apr 2020U.S. House Clerk	19 d	sold	Lamar Advertising Company -Class A	$1,001–$15,000	up +360.3%	up +193.8%
23 Mar 2020	11 Apr 2020U.S. House Clerk	19 d	sold	Mastercard Incorporated	$1,001–$15,000	up +179.1%	up +110.7%
23 Mar 2020	11 Apr 2020U.S. House Clerk	19 d	sold	Mcdonald's Corporation	$1,001–$15,000	up +84.9%	up +38.0%
23 Mar 2020	11 Apr 2020U.S. House Clerk	19 d	sold	Merck & Company, Inc. CommonStock	$1,001–$15,000	up +132.8%	up +87.4%
23 Mar 2020	11 Apr 2020U.S. House Clerk	19 d	sold	Microsoft Corporation	$1,001–$15,000	up +261.6%	up +197.7%
23 Mar 2020	11 Apr 2020U.S. House Clerk	19 d	sold	Mid-America ApartmentCommunities, Inc	$1,001–$15,000	up +50.6%	up +9.3%
23 Mar 2020	11 Apr 2020U.S. House Clerk	19 d	sold	National Retail Properties	$1,001–$15,000	up +64.6%	up +25.6%
23 Mar 2020	11 Apr 2020U.S. House Clerk	19 d	sold	NextEra Energy, Inc	$1,001–$15,000	up +82.0%	up +34.8%
23 Mar 2020	11 Apr 2020U.S. House Clerk	19 d	sold	Paychex, Inc	$1,001–$15,000	up +127.7%	up +72.5%
23 Mar 2020	11 Apr 2020U.S. House Clerk	19 d	sold	Pepsico, Inc	$1,001–$15,000	up +30.0%	up +2.3%
23 Mar 2020	11 Apr 2020U.S. House Clerk	19 d	sold	Procter & gamble Company	$1,001–$15,000	up +46.0%	up +24.4%
23 Mar 2020	11 Apr 2020U.S. House Clerk	19 d	sold	ProLogis, Inc	$1,001–$15,000	up +114.1%	up +47.9%
23 Mar 2020	11 Apr 2020U.S. House Clerk	19 d	sold	Pultegroup, Inc	$1,001–$15,000	up +570.4%	up +351.5%
23 Mar 2020	11 Apr 2020U.S. House Clerk	19 d	sold	Thermo Fisher Scientific Inc	$1,001–$15,000	up +137.2%	up +90.8%
23 Mar 2020	11 Apr 2020U.S. House Clerk	19 d	sold	SPT-Mobile uS, Inc	$1,001–$15,000	up +134.3%	up +106.4%
23 Mar 2020	11 Apr 2020U.S. House Clerk	19 d	sold	Trane Technologies plc	$1,001–$15,000	up +523.3%	up +384.9%
23 Mar 2020	11 Apr 2020U.S. House Clerk	19 d	sold	SPunitedHealth group IncorporatedCommon Stock	$1,001–$15,000	up +101.7%	up +48.8%
23 Mar 2020	11 Apr 2020U.S. House Clerk	19 d	sold	Verizon Communications Inc	$1,001–$15,000	down −1.1%	down −13.4%
23 Mar 2020	11 Apr 2020U.S. House Clerk	19 d	sold	Visa Inc	$1,001–$15,000	up +170.7%	up +111.5%
23 Mar 2020	11 Apr 2020U.S. House Clerk	19 d	sold	SPW. P. Carey Inc. REIT	$1,001–$15,000	up +62.8%	up +2.0%
23 Mar 2020	11 Apr 2020U.S. House Clerk	19 d	sold	Walmart Inc	$1,001–$15,000	up +177.8%	up +160.7%
23 Mar 2020	11 Apr 2020U.S. House Clerk	19 d	sold	Walt disney Company	$1,001–$15,000	up +21.5%	down −0.3%
23 Mar 2020	11 Apr 2020U.S. House Clerk	19 d	sold	Xcel Energy Inc	$1,001–$15,000	up +52.4%	up +15.0%
23 Mar 2020	11 Apr 2020U.S. House Clerk	19 d	sold	Zoetis Inc. Class A	$1,001–$15,000	down −20.9%	down −43.1%
17 Mar 2020	11 Apr 2020U.S. House Clerk	25 d	sold	Amphenol Corporation	$1,001–$15,000	up +812.3%	up +694.4%
17 Mar 2020	11 Apr 2020U.S. House Clerk	25 d	sold	Magna International, Inc	$1,001–$15,000	up +106.2%	up +78.4%
17 Mar 2020	11 Apr 2020U.S. House Clerk	25 d	sold	SPPNC Financial Services group, Inc	$1,001–$15,000	up +150.7%	up +128.3%
17 Mar 2020	11 Apr 2020U.S. House Clerk	25 d	sold	SPunion Pacific Corporation	$1,001–$15,000	up +124.2%	up +93.9%
16 Mar 2020	11 Apr 2020U.S. House Clerk	26 d	sold	SPEPR Properties	$1,001–$15,000	up +149.4%	up +133.3%
16 Mar 2020	11 Apr 2020U.S. House Clerk	26 d	sold	Sysco Corporation	$1,001–$15,000	up +116.1%	up +64.5%
13 Mar 2020	11 Apr 2020U.S. House Clerk	29 d	sold	Prudential Financial, Inc	$1,001–$15,000	up +122.2%	up +100.3%
18 Feb 2020	10 Mar 2020U.S. House Clerk	21 d	bought	Aon plc Class A Ordinary Shares	$1,001–$15,000	up +29.5%	up +66.4%
18 Feb 2020	10 Mar 2020U.S. House Clerk	21 d	bought	REIT shares for Prologis Inc REIT shares following mergerSPT-Mobile…	$1,001–$15,000	up +77.6%	up +108.7%
4 Feb 2020	10 Mar 2020U.S. House Clerk	35 d	exchanged	ProLogis, Inc	$1,001–$15,000	up +45.2%	up +67.8%
25 Nov 2019	9 Dec 2019U.S. House Clerk	14 d	bought	Bank of Montreal Medium TermNote	$1,001–$15,000	—	—
25 Nov 2019	9 Dec 2019U.S. House Clerk	14 d	bought	an asset our parse did not capture	$1,001–$15,000	—	—
31 Oct 2019	8 Nov 2019U.S. House Clerk	8 d	sold	SIXan asset our parse did not capture	$1,001–$15,000	—	—
21 Oct 2019	8 Nov 2019U.S. House Clerk	18 d	bought	Pepsico Inc	$15,001–$50,000	up +0.4%	up +2.7%
7 Oct 2019	8 Nov 2019U.S. House Clerk	32 d	sold	Corporate bondSPSimon Property group	$1,001–$15,000	—	—
30 Sep 2019	8 Oct 2019U.S. House Clerk	8 d	sold	Pepsico Inc	$15,001–$50,000	down −0.3%	down −0.4%
11 Sep 2019	8 Oct 2019U.S. House Clerk	27 d	sold part of	Adobe Inc	$1,001–$15,000	down −8.3%	down −5.9%
11 Sep 2019	8 Oct 2019U.S. House Clerk	27 d	sold part of	Alphabet Inc. - Class A	$1,001–$15,000	up +442.0%	up +455.7%
11 Sep 2019	8 Oct 2019U.S. House Clerk	27 d	sold	SPblackRock, Inc	$1,001–$15,000	up +147.7%	up +159.5%
11 Sep 2019	8 Oct 2019U.S. House Clerk	27 d	sold	CMAorporated	$1,001–$15,000	—	—
11 Sep 2019	8 Oct 2019U.S. House Clerk	27 d	sold part of	Mastercard Incorporated	$1,001–$15,000	up +110.2%	up +112.5%
11 Sep 2019	8 Oct 2019U.S. House Clerk	27 d	sold part of	an asset our parse did not capture	$1,001–$15,000	up +242.0%	up +224.8%
11 Sep 2019	8 Oct 2019U.S. House Clerk	27 d	sold part of	SPunitedHealth group IncorporatedCommon Stock	$1,001–$15,000	up +67.8%	up +78.6%
11 Sep 2019	8 Oct 2019U.S. House Clerk	27 d	sold part of	Visa Inc	$1,001–$15,000	up +110.0%	up +113.1%
11 Sep 2019	8 Oct 2019U.S. House Clerk	27 d	sold part of	SPW.P. Carey Inc. REIT	$1,001–$15,000	down −19.0%	down −21.3%
11 Sep 2019	8 Oct 2019U.S. House Clerk	27 d	sold part of	Zoetis Inc. Class A	$1,001–$15,000	down −39.3%	down −41.5%
9 Sep 2019	8 Oct 2019U.S. House Clerk	29 d	bought	Cisco Systems Inc. Noncallable	$15,001–$50,000	—	—
2 Jul 2019	7 Aug 2019U.S. House Clerk	36 d	sold	SunTrust banks, Inc	$1,001–$15,000	—	—
19 Jun 2019	8 Jul 2019U.S. House Clerk	19 d	sold	Dow Chemical Co	$1,001–$15,000	—	—
25 Apr 2019	8 May 2019U.S. House Clerk	13 d	sold part of	Anheuser-Busch Inbev Fin	$1,001–$15,000	—	—
1 Apr 2019	8 May 2019U.S. House Clerk	37 d	bought	Corporate BondSPWestpac Banking Corp Noncallable	$15,001–$50,000	—	—
25 Mar 2019	9 Apr 2019U.S. House Clerk	15 d	bought	Corporate BondSPCapital One Finl Co	$1,001–$15,000	—	—
25 Mar 2019	9 Apr 2019U.S. House Clerk	15 d	bought	Corporate BondSPDow Chemical Co	$1,001–$15,000	—	—
25 Mar 2019	9 Apr 2019U.S. House Clerk	15 d	bought	an asset our parse did not capture	$1,001–$15,000	—	—
25 Mar 2019	9 Apr 2019U.S. House Clerk	15 d	bought	Corporate BondSPJP Morgan Chase & Co	$15,001–$50,000	—	—
25 Mar 2019	9 Apr 2019U.S. House Clerk	15 d	bought	Corporate BondSPSimon Property group	$1,001–$15,000	—	—
25 Mar 2019	9 Apr 2019U.S. House Clerk	15 d	bought	an asset our parse did not capture	$1,001–$15,000	—	—
25 Mar 2019	9 Apr 2019U.S. House Clerk	15 d	bought	Corporate BondSPunited Parcel Service	$15,001–$50,000	—	—
25 Mar 2019	9 Apr 2019U.S. House Clerk	15 d	bought	Corporate BondSPWells Fargo Co MTN	$15,001–$50,000	—	—
19 Mar 2019	9 Apr 2019U.S. House Clerk	21 d	bought	an asset our parse did not capture	$1,001–$15,000	—	—
19 Mar 2019	9 Apr 2019U.S. House Clerk	21 d	bought	Corporate BondSPBank of America Corp. MTN	$15,001–$50,000	—	—
19 Mar 2019	9 Apr 2019U.S. House Clerk	21 d	bought	Corporate BondSPBank of Nova Scotia MTN	$1,001–$15,000	—	—
19 Mar 2019	9 Apr 2019U.S. House Clerk	21 d	bought	Corporate BondSPgeneral Motors Finl Co	$1,001–$15,000	—	—
19 Mar 2019	9 Apr 2019U.S. House Clerk	21 d	bought	an asset our parse did not capture	$1,001–$15,000	—	—
19 Mar 2019	9 Apr 2019U.S. House Clerk	21 d	bought	Oracle Corp	$15,001–$50,000	—	—
12 Mar 2019	9 Apr 2019U.S. House Clerk	28 d	bought	an asset our parse did not capture	$15,001–$50,000	—	—
11 Mar 2019	9 Apr 2019U.S. House Clerk	29 d	bought	Anheuser-Busch Inbev Fin	$15,001–$50,000	—	—
11 Mar 2019	9 Apr 2019U.S. House Clerk	29 d	bought	an asset our parse did not capture	$15,001–$50,000	—	—
11 Mar 2019	9 Apr 2019U.S. House Clerk	29 d	bought	Mtn	$15,001–$50,000	—	—
11 Mar 2019	9 Apr 2019U.S. House Clerk	29 d	bought	Corporate BondSPMorgan Stanley	$1,001–$15,000	—	—
11 Mar 2019	9 Apr 2019U.S. House Clerk	29 d	bought	Corporate BondSPSumitomo Mitsui Finl grp	$1,001–$15,000	—	—
11 Mar 2019	9 Apr 2019U.S. House Clerk	29 d	bought	an asset our parse did not capture	$1,001–$15,000	—	—
19 Dec 2018	3 Jan 2019U.S. House Clerk	15 d	sold	Alibaba group Holding LimitedAmerican Depositary Shares eachreprese…	$1,001–$15,000	down −20.2%	down −16.2%
2 Nov 2018	14 Dec 2018U.S. House Clerk	42 d	sold	SP3M Company	$1,001–$15,000	up +2.0%	up +0.3%
2 Nov 2018	14 Dec 2018U.S. House Clerk	42 d	bought	Alibaba group Holding LimitedAmerican Depositary Shares eachreprese…	$1,001–$15,000	down −25.9%	down −26.6%
2 Nov 2018	14 Dec 2018U.S. House Clerk	42 d	bought	Chubb Limited	$1,001–$15,000	up +167.5%	up +163.5%
2 Nov 2018	14 Dec 2018U.S. House Clerk	42 d	bought	CMAComerica Incorporated	$1,001–$15,000	—	—
2 Nov 2018	14 Dec 2018U.S. House Clerk	42 d	sold	Ecolab Inc	$1,001–$15,000	up +76.1%	up +76.2%
2 Nov 2018	14 Dec 2018U.S. House Clerk	42 d	sold	Texas Instruments Incorporated	$1,001–$15,000	up +175.2%	up +177.5%
21 Sep 2018	9 Oct 2018U.S. House Clerk	18 d	sold	Tesla, Inc	$15,001–$50,000	up +1744.6%	up +1999.4%
30 Aug 2018	13 Sep 2018U.S. House Clerk	14 d	sold	CELGCelgene Corporation	$1,001–$15,000	—	—
30 Aug 2018	13 Sep 2018U.S. House Clerk	14 d	sold	Eli Lilly and Company	$1,001–$15,000	up +965.8%	up +954.8%
30 Aug 2018	13 Sep 2018U.S. House Clerk	14 d	sold	SPgeneral Mills, Inc	$1,001–$15,000	down −18.7%	down −22.1%
30 Aug 2018	13 Sep 2018U.S. House Clerk	14 d	sold	SPglaxoSmithKline PLC	$1,001–$15,000	up +17.9%	up +23.6%
30 Aug 2018	13 Sep 2018U.S. House Clerk	14 d	sold	SPgramercy Property Trust	$1,001–$15,000	—	—
30 Aug 2018	13 Sep 2018U.S. House Clerk	14 d	sold	Lennox International, Inc	$1,001–$15,000	up +68.3%	up +64.4%
30 Aug 2018	13 Sep 2018U.S. House Clerk	14 d	sold	Filing Id #20010292 SP PPL Corporation	$1,001–$15,000	up +16.2%	up +14.1%
30 Aug 2018	13 Sep 2018U.S. House Clerk	14 d	sold	SPu.S. bancorp	$1,001–$15,000	up +14.9%	up +15.0%
30 Aug 2018	13 Sep 2018U.S. House Clerk	14 d	sold	Vulcan Materials Company	$1,001–$15,000	up +122.8%	up +127.8%
7 Aug 2018	13 Sep 2018U.S. House Clerk	37 d	sold	Starbucks Corporation	$1,001–$15,000	up +92.1%	up +82.3%
15 Jun 2018	5 Jul 2018U.S. House Clerk	20 d	exchanged	TWXTime Warner Inc. New	$1,001–$15,000	—	—
13 Jun 2018	5 Jul 2018U.S. House Clerk	22 d	sold	following merger.SPLTC Properties, Inc	$1,001–$15,000	up +2.2%	down −2.7%
16 Mar 2018	5 Apr 2018U.S. House Clerk	20 d	bought	an asset our parse did not capture	$1,001–$15,000	down −21.4%	down −18.9%
16 Mar 2018	5 Apr 2018U.S. House Clerk	20 d	bought	Prudential Financial, Inc	$1,001–$15,000	up +8.2%	up +12.1%
31 Oct 2017	14 Nov 2017U.S. House Clerk	14 d	sold	Pacific gas & Electric Co	$1,001–$15,000	down −75.4%	down −74.9%
27 Oct 2017	14 Nov 2017U.S. House Clerk	18 d	bought	SPCMS Energy Corporation	$1,001–$15,000	up +41.4%	up +34.9%
27 Oct 2017	14 Nov 2017U.S. House Clerk	18 d	bought	NextEra Energy, Inc	$1,001–$15,000	up +112.1%	up +108.7%
12 Oct 2017	14 Nov 2017U.S. House Clerk	33 d	bought	:Member State/District:CA19 tranSactionSiDownerassettransaction typ…	$1,001–$15,000	—	—
21 Sep 2017	18 Oct 2017U.S. House Clerk	27 d	sold	an asset our parse did not capture	$1,001–$15,000	up +71.1%	up +52.0%
1 Sep 2017	5 Jul 2018U.S. House Clerk	307 d	exchanged	Dow Chemical Company	$1,001–$15,000	—	—
10 Aug 2017	13 Sep 2017U.S. House Clerk	34 d	bought	an asset our parse did not capture	$100,001–$250,000	—	—
15 Jun 2017	18 Jul 2017U.S. House Clerk	33 d	bought	an asset our parse did not capture	$1,001–$15,000	up +85.3%	up +72.3%
15 Jun 2017	18 Jul 2017U.S. House Clerk	33 d	bought	Alphabet Inc. - Class A	$1,001–$15,000	up +588.7%	up +570.0%
15 Jun 2017	18 Jul 2017U.S. House Clerk	33 d	bought	American Electric Power Company, Inc	$1,001–$15,000	up +72.8%	up +82.4%
15 Jun 2017	18 Jul 2017U.S. House Clerk	33 d	bought	American Water Works Company, Inc	$1,001–$15,000	up +71.0%	up +76.1%
15 Jun 2017	18 Jul 2017U.S. House Clerk	33 d	bought	Amphenol Corporation	$1,001–$15,000	up +756.0%	up +768.7%
15 Jun 2017	18 Jul 2017U.S. House Clerk	33 d	bought	Apple Inc	$1,001–$15,000	up +774.2%	up +740.5%
15 Jun 2017	18 Jul 2017U.S. House Clerk	33 d	bought	Ares Capital Corporation - Closed EndFund	$1,001–$15,000	up +20.7%	up +19.8%
15 Jun 2017	18 Jul 2017U.S. House Clerk	33 d	bought	SPAT&T Inc	$1,001–$15,000	down −14.3%	down −7.5%
15 Jun 2017	18 Jul 2017U.S. House Clerk	33 d	bought	AGRAvangrid, Inc	$1,001–$15,000	—	—
15 Jun 2017	18 Jul 2017U.S. House Clerk	33 d	bought	SPb&g Foods, Inc. b&g Foods, Inc	$1,001–$15,000	down −91.8%	down −90.8%
15 Jun 2017	18 Jul 2017U.S. House Clerk	33 d	bought	SPbank of America Corporation	$1,001–$15,000	up +166.2%	up +162.2%
15 Jun 2017	18 Jul 2017U.S. House Clerk	33 d	bought	SPberkshire Hathaway Inc. New	$1,001–$15,000	—	—
15 Jun 2017	18 Jul 2017U.S. House Clerk	33 d	bought	SPblackRock, Inc	$1,001–$15,000	up +153.8%	up +151.1%
15 Jun 2017	18 Jul 2017U.S. House Clerk	33 d	bought	CELGCelgene Corporation	$1,001–$15,000	—	—
15 Jun 2017	18 Jul 2017U.S. House Clerk	33 d	bought	Cincinnati Financial Corporation	$1,001–$15,000	up +129.0%	up +133.8%
15 Jun 2017	18 Jul 2017U.S. House Clerk	33 d	bought	Cintas Corporation	$1,001–$15,000	up +526.2%	up +538.0%
15 Jun 2017	18 Jul 2017U.S. House Clerk	33 d	bought	SPCME group Inc. - Class A	$1,001–$15,000	up +116.7%	up +127.9%
15 Jun 2017	18 Jul 2017U.S. House Clerk	33 d	bought	Coca-Cola Company	$1,001–$15,000	up +93.5%	up +96.0%
15 Jun 2017	18 Jul 2017U.S. House Clerk	33 d	bought	Colgate-Palmolive Company	$1,001–$15,000	up +15.3%	up +21.4%
15 Jun 2017	18 Jul 2017U.S. House Clerk	33 d	bought	Comcast Corporation - Class A	$1,001–$15,000	down −36.7%	down −33.0%
15 Jun 2017	18 Jul 2017U.S. House Clerk	33 d	bought	CNSLConsolidated CommunicationsHoldings, Inc	$1,001–$15,000	—	—
15 Jun 2017	18 Jul 2017U.S. House Clerk	33 d	bought	Costco Wholesale Corporation	$1,001–$15,000	up +401.3%	up +495.8%

Both percentages are the stock’s move, not Zoe Lofgren’s return: a disclosure gives a band, never an amount, so nobody can say how much was bought or what it made. They run to the last close we hold — 9 Sep 2026, except where a name has since delisted, when the row names its own last session. We publish no close, no volume and no dollar figure behind them. 328 of the 400 rows shown carry a percentage; the rest are dashes with the reason on the row.

Positions come from the unitedstates/congress-legislators roster, the Office of Government Ethics and the SEC’s Form 4 index. Every disclosed line names its own source and links the document the government published; we print what the filing says and never a price we did not read from it. Headlines and links come from the GDELT Global Knowledge Graph — the story stays with the publisher. The portrait, where we have one, is the public-domain Congressional Bioguide photograph.

Some filings reach us as photographs of paper rather than as a form we can read as text. Those are shown here only once they have been read and checked, so this page can hold fewer lines than the filings behind it contain. The link on every row opens the original document, which is always the full record.