Congressional Trades › Jim Costa
Trade Volume by Year
Estimated from reported brackets · hover a year, click to filter
BuysSellsTotal volume
Top Traded Sectors
By SIC industry of the ticker · 2 trades classified
- Financials50%
- Other50%
Financials leads with 50% of trades1 trade · $33K estimated volume
Recent Trades
Periodic transaction reports · click a stock for its page · every row links the filing
| Traded · filed | Stock | Transaction | Amount (range) | Description | Since trade |
|---|---|---|---|---|---|
| Mar 16, 2022filed Mar 30, 2022 |  WABCWESTAMERICA BANCORPORATION · Stock |
Sale | $15K – $50K | ↗ | … |
| Dec 4, 2015filed May 12, 2016 |  HTLFHeartland Financial USA, Inc. · Stock |
Exchange | $1K – $15K | ↗ | … |
Net Worth KeyVex estimate
Added up from the value brackets on the annual financial disclosure filed Aug 13, 2026 · Filing ↗
$4.5MAssets disclosed · midpoint$1.9M to $7.1M
$925KDebts disclosed · midpoint$600K to $1.3M
$3.6MAssets minus debts · midpoint$617K to $6.5M
How to read this. A disclosure gives assets and debts as ranges, not figures. The low ends add up to a floor and the high ends to a ceiling; where a figure is headlined it is the midpoint of the two (the method OpenSecrets used for its net-worth rankings and NOTUS uses today), our arithmetic, not a number Jim Costa reported. The form does not ask for everything: a home that earns no rent, cars and furnishings, and federal retirement accounts such as the Thrift Savings Plan need not be listed, while a member’s home mortgages must be. So a figure here can sit well below true net worth. Assets of a spouse and dependent children are included, as the form requires.
By Kind of Asset
Midpoint of the disclosed ranges, in the filer’s own categories
- Farms1 line$3.0M
- Real property1 line$750K
- Mutual funds22 lines$680K
- Stocks1 line$33K
- Bank accounts, money market accounts & CDs2 lines$16K
- Whole/universal life insurance1 line$8K
Largest Disclosed Holdings
The 25 lines with the highest value bracket, exactly as written on the filing
| Asset | Kind | Owner | Value as disclosed |
|---|---|---|---|
| James M. Costa Farms (Sole Proprietorship) | Farms | — | $1,000,001 - $5,000,000 |
| Rental Home | Real property | — | $500,001 - $1,000,000 |
| MFS SER TR 1 VALUE FD | Mutual funds | — | $50,001 - $100,000 |
| MLAIX NYLI Winslow Large Cap Growth Fund Class I (MLAIX) | Mutual funds | — | $50,001 - $100,000 |
| T Rowe Price Overseas Stock Fund | Mutual funds | — | $50,001 - $100,000 |
| WFMIX Allspring Special Mid Cap Value Fund Insti Class (WFMIX) | Mutual funds | — | $15,001 - $50,000 |
| American Funds Washington Mutual Investors Fund Class F-2 | Mutual funds | — | $15,001 - $50,000 |
| Baird Aggregate Bond Fund Class Institutional | Mutual funds | — | $15,001 - $50,000 |
| Baron Invt Funds Trust Small Cap Fund | Mutual funds | — | $15,001 - $50,000 |
| Baron Select Funds Emerging Markets FD | Mutual funds | — | $15,001 - $50,000 |
| Dodge & Cox Stk FD | Mutual funds | — | $15,001 - $50,000 |
| Eaton Vance Income Fund of Boston Class I | Mutual funds | — | $15,001 - $50,000 |
| ECSWX Embark Commodity Strategy Fund Institutional Class (ECSWX) | Mutual funds | — | $15,001 - $50,000 |
| JMIEX JPMorgan Emerging Markets Equity Fund Class L (JMIEX) | Mutual funds | — | $15,001 - $50,000 |
| JMUEX JPMorgan U.S. Equity Fund Class L (JMUEX) | Mutual funds | — | $15,001 - $50,000 |
| LZEMX Lazard Emerging Markets Equity Portfolio Institutional Shares (LZEMX) | Mutual funds | — | $15,001 - $50,000 |
| ROWE T PRICE MID CAP GROWTH FUND | Mutual funds | — | $15,001 - $50,000 |
| UMBF UMB Financial Corporation - Common Stock (UMBF) | Stocks | — | $15,001 - $50,000 |
| Victory Sycamore Small Co Oppty | Mutual funds | — | $15,001 - $50,000 |
| Bank of America | Bank accounts, money market accounts & CDs | — | $1,001 - $15,000 |
| CIVIX Causeway International Value Fund - Institutional Class (CIVIX) | Mutual funds | — | $1,001 - $15,000 |
| AEPFX EuroPacific Growth Fund, Class F-2 Shs (AEPFX) | Mutual funds | — | $1,001 - $15,000 |
| Goldman Sachs FS Treasury Instruments Fund | Mutual funds | — | $1,001 - $15,000 |
| PIMCO Commodities Plus Strategy FD CL | Mutual funds | — | $1,001 - $15,000 |
| Portuguese Fraternal Society of America | Whole/universal life insurance | — | $1,001 - $15,000 |
Annual Financial Disclosures
Reports on file under Jim Costa’s own name, a filing signed by a namesake is not listed
- Annual · 2025House Clerk · filed Aug 13, 2026 · 28 assets, 3 liabilities parsedFiling ↗
- Annual · 2024House Clerk · filed Aug 12, 2025Filing ↗
- Annual · 2023House Clerk · filed Aug 9, 2024Filing ↗
- Annual · 2022House Clerk · filed Aug 11, 2023Filing ↗
- Annual · 2021House Clerk · filed Aug 12, 2022Filing ↗
- Annual · 2020House Clerk · filed Aug 13, 2021Filing ↗
- Annual · 2019House Clerk · filed Aug 13, 2020Filing ↗
- Annual · 2018House Clerk · filed May 15, 2019Filing ↗
- Annual · 2017House Clerk · filed May 15, 2018Filing ↗
- Annual · 2016House Clerk · filed May 15, 2017Filing ↗
- Annual · 2015House Clerk · filed May 16, 2016Filing ↗
Live Stock Portfolio
An estimate of what Jim Costa holds now, rebuilt from every disclosed purchase and sale
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Proposed Legislation
Bills and resolutions Jim Costa has sponsored
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Campaign Receipts
What Jim Costa’s campaign committee raised and spent, quarter by quarter
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Outside Spending in Support
Committees that spent independently to support Jim Costa’s election
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Where Donors Work
Employers named by the itemised individual donors to Jim Costa’s campaign, totals by employer, never a person
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Other Candidates in the Race
Every candidate who has reported raising money in the most recent election for this seat, candidates for office are public by their own filing
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Outside Spending Against
Committees that spent independently against Jim Costa
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Corporate Donors
PACs and other committees that contributed to Jim Costa’s campaign
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