Congressional Trades › Zoe Lofgren
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 · 418 trades classified
- Financials24%
- Consumer15%
- Technology14%
- Industrials14%
- Healthcare9%
- Other8%
- Utilities8%
- Communication6%
Financials leads with 24% of trades102 trades · $865K 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 |
|---|---|---|---|---|---|
| Dec 11, 2025filed Jan 6, 2026 | MUMunicipal bondLynwood Unified School District GO Bonds | Sale | $100K – $250K | Joint · ↗ | — |
| Dec 11, 2025filed Jan 6, 2026 | MUMunicipal bondCalifornia State Public Works Board Lease Revenue Bonds, Ser. D | Sale | $1K – $15K | Joint · ↗ | — |
| May 26, 2023filed Jun 6, 2023 |  KLACKLA CORP · Cash |
Sale | $1K – $15K | Spouse · Corporate bond ↗ | … |
| May 26, 2023filed Jun 6, 2023 |  AMTAMERICAN TOWER CORP /MA/ · Cash |
Sale | $1K – $15K | Spouse · Corporate bond ↗ | … |
| May 26, 2023filed Jun 6, 2023 |  JEFJefferies Financial Group Inc. · Cash |
Sale | $1K – $15K | Spouse · ↗ | … |
| May 26, 2023filed Jun 6, 2023 |  USBUS BANCORP DE · Cash |
Sale | $1K – $15K | Spouse · Corporate bond ↗ | … |
| May 26, 2023filed Jun 6, 2023 | —No tickerParamount Global Ltd. · Cash | Sale | $1K – $15K | Spouse · Corporate bond ↗ | — |
| May 26, 2023filed Jun 6, 2023 |  CCITIGROUP INC · Cash |
Sale | $1K – $15K | Spouse · Corporate bond ↗ | … |
| May 26, 2023filed Jun 6, 2023 |  CSCOCISCO SYSTEMS, INC. · Cash |
Sale | $1K – $15K | Spouse · Corporate bond ↗ | … |
| May 26, 2023filed Jun 6, 2023 |  OCLCFOracle Corporation Ordinary Shares · Cash |
Sale | $15K – $50K | Spouse · Corporate bond ↗ | … |
| May 26, 2023filed Jun 6, 2023 |  WBAWalgreens Boots Alliance, Inc. · Cash |
Sale | $1K – $15K | Spouse · Corporate bond ↗ | … |
| May 26, 2023filed Jun 6, 2023 |  CATCATERPILLAR INC · Cash |
Sale | $1K – $15K | Spouse · ↗ | … |
| May 26, 2023filed Jun 6, 2023 |  VZVERIZON COMMUNICATIONS INC · Cash |
Sale | $1K – $15K | Spouse · Corporate bond ↗ | … |
| May 26, 2023filed Jun 6, 2023 |  WBKWestpac Banking Corporation · Cash |
Sale | $1K – $15K | Spouse · Corporate bond ↗ | … |
| May 26, 2023filed Jun 6, 2023 |  NTAPNetApp, Inc. · Cash |
Sale | $1K – $15K | Spouse · Corporate bond ↗ | … |
| May 26, 2023filed Jun 6, 2023 |  MSMORGAN STANLEY · Cash |
Sale | $1K – $15K | Spouse · Corporate bond ↗ | … |
| May 26, 2023filed Jun 6, 2023 |  UNHUNITEDHEALTH GROUP INC · Cash |
Sale | $1K – $15K | Spouse · Corporate bond ↗ | … |
| May 26, 2023filed Jun 6, 2023 |  BMOBANK OF MONTREAL /CAN/ · Cash |
Sale | $1K – $15K | Spouse · Corporate bond ↗ | … |
| May 26, 2023filed Jun 6, 2023 |  BACBANK OF AMERICA CORP /DE/ · Cash |
Sale | $15K – $50K | Spouse · Corporate bond ↗ | … |
| May 26, 2023filed Jun 6, 2023 |  AEPAMERICAN ELECTRIC POWER CO INC · Cash |
Sale | $1K – $15K | Spouse · ↗ | … |
| May 26, 2023filed Jun 6, 2023 |  AMZNAMAZON COM INC · Cash |
Sale | $1K – $15K | Spouse · Corporate bond ↗ | … |
| May 26, 2023filed Jun 6, 2023 |  WFCWELLS FARGO & COMPANY/MN · Cash |
Sale | $1K – $15K | Spouse · Corporate bond ↗ | … |
| May 26, 2023filed Jun 6, 2023 |  ABBVAbbVie Inc. · Cash |
Sale | $1K – $15K | Spouse · Corporate bond ↗ | … |
| May 26, 2023filed Jun 6, 2023 |  AMATAPPLIED MATERIALS INC /DE · Cash |
Sale | $1K – $15K | Spouse · Corporate bond ↗ | … |
| May 26, 2023filed Jun 6, 2023 |  PFEPFIZER INC · Cash |
Sale | $1K – $15K | Spouse · Corporate bond ↗ | … |
| May 26, 2023filed Jun 6, 2023 |  CVSCVS HEALTH Corp · Cash |
Sale | $1K – $15K | Spouse · Corporate bond ↗ | … |
| May 26, 2023filed Jun 6, 2023 |  BUDAnheuser-Busch InBev SA/NV · Cash |
Sale | $1K – $15K | Spouse · Corporate bond ↗ | … |
| May 26, 2023filed Jun 6, 2023 |  UNPUNION PACIFIC CORP · Cash |
Sale | $15K – $50K | Spouse · Corporate bond ↗ | … |
| May 25, 2023filed Jun 6, 2023 |  NEENEXTERA ENERGY INC · Stock |
Sale | $1K – $15K | Spouse · ↗ | … |
| May 25, 2023filed Jun 6, 2023 |  MAAMID AMERICA APARTMENT COMMUNITIES INC. · Stock |
Sale | $1K – $15K | Spouse · ↗ | … |
| May 25, 2023filed Jun 6, 2023 |  METMETLIFE INC · Stock |
Sale | $1K – $15K | Spouse · ↗ | … |
| May 25, 2023filed Jun 6, 2023 |  MRKMerck & Co., Inc. · Stock |
Sale | $1K – $15K | Spouse · ↗ | … |
| May 25, 2023filed Jun 6, 2023 |  MAMastercard Inc · Stock |
Sale | $1K – $15K | Spouse · ↗ | … |
| May 25, 2023filed Jun 6, 2023 |  LCIDLucid Group, Inc. · Stock |
Sale | $1K – $15K | Joint · ↗ | … |
| May 25, 2023filed Jun 6, 2023 |  JPMJPMORGAN CHASE & CO · Stock |
Sale | $1K – $15K | Spouse · ↗ | … |
| May 25, 2023filed Jun 6, 2023 |  IPGInterpublic Group of Companies, Inc. · Stock |
Sale | $1K – $15K | Spouse · ↗ | … |
| May 25, 2023filed Jun 6, 2023 |  HCAHCA Healthcare, Inc. · Stock |
Sale | $1K – $15K | Spouse · ↗ | … |
| May 25, 2023filed Jun 6, 2023 | AEPAMERICAN ELECTRIC POWER CO INC · Stock |
Sale | $1K – $15K | Spouse · ↗ | … |
| May 25, 2023filed Jun 6, 2023 |  HIGHARTFORD INSURANCE GROUP, INC. · Stock |
Sale | $1K – $15K | Spouse · ↗ | … |
| May 25, 2023filed Jun 6, 2023 |  GILDGILEAD SCIENCES, INC. · Stock |
Sale | $1K – $15K | Spouse · ↗ | … |
| May 25, 2023filed Jun 6, 2023 |  GISGENERAL MILLS INC · Stock |
Sale | $1K – $15K | Spouse · ↗ | … |
| May 25, 2023filed Jun 6, 2023 |  ESEVERSOURCE ENERGY · Stock |
Sale | $1K – $15K | Spouse · ↗ | … |
| May 25, 2023filed Jun 6, 2023 |  EQIXEQUINIX INC · Stock |
Sale | $1K – $15K | Spouse · ↗ | … |
| May 25, 2023filed Jun 6, 2023 |  ETRENTERGY CORP /DE/ · Stock |
Sale | $1K – $15K | Spouse · ↗ | … |
| May 25, 2023filed Jun 6, 2023 |  EMREMERSON ELECTRIC CO · Stock |
Sale | $1K – $15K | Spouse · ↗ | … |
| May 25, 2023filed Jun 6, 2023 |  EWEdwards Lifesciences Corp · Stock |
Sale | $1K – $15K | Spouse · ↗ | … |
| May 25, 2023filed Jun 6, 2023 |  DUKDuke Energy CORP · Stock |
Sale | $1K – $15K | Spouse · ↗ | … |
| May 25, 2023filed Jun 6, 2023 |  DDOMINION ENERGY, INC · Stock |
Sale | $1K – $15K | Spouse · ↗ | … |
| May 25, 2023filed Jun 6, 2023 |  DECKDECKERS OUTDOOR CORP · Stock |
Sale | $1K – $15K | Joint · ↗ | … |
| May 25, 2023filed Jun 6, 2023 |  DHRDANAHER CORP /DE/ · Stock |
Sale | $1K – $15K | Spouse · ↗ | … |
| May 25, 2023filed Jun 6, 2023 |  CCICROWN CASTLE INC. · Stock |
Sale | $1K – $15K | Spouse · ↗ | … |
| May 25, 2023filed Jun 6, 2023 |  COSTCOSTCO WHOLESALE CORP /NEW · Stock |
Sale | $1K – $15K | Spouse · ↗ | … |
| May 25, 2023filed Jun 6, 2023 |  CMCSACOMCAST CORP · Stock |
Sale | $1K – $15K | Spouse · ↗ | … |
| May 25, 2023filed Jun 6, 2023 |  KOCOCA COLA CO · Stock |
Sale | $1K – $15K | Spouse · ↗ | … |
| May 25, 2023filed Jun 6, 2023 |  CMECME GROUP INC. · Stock |
Sale | $1K – $15K | Spouse · ↗ | … |
| May 25, 2023filed Jun 6, 2023 |  ADBEADOBE INC. · Stock |
Sale | $1K – $15K | Spouse · ↗ | … |
| May 25, 2023filed Jun 6, 2023 | CSCOCISCO SYSTEMS, INC. · Stock |
Sale | $1K – $15K | Spouse · ↗ | … |
| May 25, 2023filed Jun 6, 2023 |  CTASCINTAS CORP · Stock |
Sale | $1K – $15K | Spouse · ↗ | … |
| May 25, 2023filed Jun 6, 2023 |  CINFCINCINNATI FINANCIAL CORP · Stock |
Sale | $1K – $15K | Spouse · ↗ | … |
| May 25, 2023filed Jun 6, 2023 |  BXBlackstone Inc. · Stock |
Sale | $1K – $15K | Spouse · ↗ | … |
| May 25, 2023filed Jun 6, 2023 |  BRK.BBERKSHIRE HATHAWAY INC · Stock |
Sale | $1K – $15K | Spouse · ↗ | … |
| May 25, 2023filed Jun 6, 2023 |  BDXBECTON DICKINSON & CO · Stock |
Sale | $1K – $15K | Spouse · ↗ | … |
| May 25, 2023filed Jun 6, 2023 |  BCEBCE INC · Stock |
Sale | $1K – $15K | Spouse · ↗ | … |
| May 25, 2023filed Jun 6, 2023 |  ACNAccenture plc · Stock |
Sale | $1K – $15K | Spouse · ↗ | … |
| May 25, 2023filed Jun 6, 2023 | BACBANK OF AMERICA CORP /DE/ · Stock |
Sale | $1K – $15K | Spouse · ↗ | … |
| May 25, 2023filed Jun 6, 2023 |  AGRAvangrid, Inc. · Stock |
Sale | $1K – $15K | Spouse · ↗ | … |
| May 25, 2023filed Jun 6, 2023 |  TAT&T INC. · Stock |
Sale | $1K – $15K | Spouse · ↗ | … |
| May 25, 2023filed Jun 6, 2023 |  ASMLASML HOLDING NV · Stock |
Sale | $1K – $15K | Spouse · ↗ | … |
| May 25, 2023filed Jun 6, 2023 |  ARCCARES CAPITAL CORP · Stock |
Sale | $1K – $15K | Spouse · ↗ | … |
| May 25, 2023filed Jun 6, 2023 |  AONAon plc · Stock |
Sale | $1K – $15K | Spouse · ↗ | … |
| May 25, 2023filed Jun 6, 2023 |  MCDMCDONALDS CORP · Stock |
Sale | $1K – $15K | Spouse · ↗ | … |
| May 25, 2023filed Jun 6, 2023 |  ZTSZoetis Inc. · Stock |
Sale | $1K – $15K | Spouse · ↗ | … |
| May 25, 2023filed Jun 6, 2023 |  DISWalt Disney Co · Stock |
Sale | $1K – $15K | Spouse · ↗ | … |
| May 25, 2023filed Jun 6, 2023 |  VVISA INC. · Stock |
Sale | $1K – $15K | Spouse · ↗ | … |
| May 25, 2023filed Jun 6, 2023 | VZVERIZON COMMUNICATIONS INC · Stock |
Sale | $1K – $15K | Spouse · ↗ | … |
| May 25, 2023filed Jun 6, 2023 | BUDAnheuser-Busch InBev SA/NV · Stock |
Sale | $1K – $15K | Spouse · ↗ | … |
| May 25, 2023filed Jun 6, 2023 | UNHUNITEDHEALTH GROUP INC · Stock |
Sale | $1K – $15K | Spouse · ↗ | … |
| May 25, 2023filed Jun 6, 2023 |  TRUTransUnion · Stock |
Sale | $1K – $15K | Spouse · ↗ | … |
| May 25, 2023filed Jun 6, 2023 |  TTTrane Technologies plc · Stock |
Sale | $1K – $15K | Spouse · ↗ | … |
| May 25, 2023filed Jun 6, 2023 |  TMUST-Mobile US, Inc. · Stock |
Sale | $1K – $15K | Spouse · ↗ | … |
| May 25, 2023filed Jun 6, 2023 |  TJXTJX COMPANIES INC /DE/ · Stock |
Sale | $1K – $15K | Spouse · ↗ | … |
| May 25, 2023filed Jun 6, 2023 |  TMOTHERMO FISHER SCIENTIFIC INC. · Stock |
Sale | $1K – $15K | Spouse · ↗ | … |
| May 25, 2023filed Jun 6, 2023 |  SBUXSTARBUCKS CORP · Stock |
Sale | $1K – $15K | Spouse · ↗ | … |
| May 25, 2023filed Jun 6, 2023 |  SOSOUTHERN CO · Stock |
Sale | $15K – $50K | Joint · ↗ | … |
| May 25, 2023filed Jun 6, 2023 |  AWKAmerican Water Works Company, Inc. · Stock |
Sale | $1K – $15K | Spouse · ↗ | … |
| May 25, 2023filed Jun 6, 2023 |  SONSONOCO PRODUCTS CO · Stock |
Sale | $1K – $15K | Spouse · ↗ | … |
| May 25, 2023filed Jun 6, 2023 |  SHWSHERWIN WILLIAMS CO · Stock |
Sale | $1K – $15K | Spouse · ↗ | … |
| May 25, 2023filed Jun 6, 2023 |  SPGIS&P Global Inc. · Stock |
Sale | $1K – $15K | Spouse · ↗ | … |
| May 25, 2023filed Jun 6, 2023 |  ROPROPER TECHNOLOGIES INC · Stock |
Sale | $1K – $15K | Spouse · ↗ | … |
| May 25, 2023filed Jun 6, 2023 |  PWRQUANTA SERVICES, INC. · Stock |
Sale | $1K – $15K | Spouse · ↗ | … |
| May 25, 2023filed Jun 6, 2023 |  QCOMQUALCOMM INC/DE · Stock |
Sale | $1K – $15K | Spouse · ↗ | … |
| May 25, 2023filed Jun 6, 2023 |  PLDPrologis, Inc. · Stock |
Sale | $1K – $15K | Spouse · ↗ | … |
| May 25, 2023filed Jun 6, 2023 |  PGPROCTER & GAMBLE Co · Stock |
Sale | $1K – $15K | Spouse · ↗ | … |
| May 25, 2023filed Jun 6, 2023 |  PEPPEPSICO INC · Stock |
Sale | $1K – $15K | Spouse · ↗ | … |
| May 25, 2023filed Jun 6, 2023 |  PAYXPAYCHEX INC · Stock |
Sale | $1K – $15K | Spouse · ↗ | … |
| May 25, 2023filed Jun 6, 2023 |  ODFLOLD DOMINION FREIGHT LINE, INC. · Stock |
Sale | $1K – $15K | Spouse · ↗ | … |
| May 25, 2023filed Jun 6, 2023 |  NXPINXP Semiconductors N.V. · Stock |
Sale | $1K – $15K | Spouse · ↗ | … |
| May 25, 2023filed Jun 6, 2023 |  NNNNNN REIT, INC. · Stock |
Sale | $1K – $15K | Spouse · ↗ | … |
| May 25, 2023filed Jun 6, 2023 |  FHNFIRST HORIZON CORP · Stock |
Sale | $1K – $15K | Spouse · ↗ | … |
| May 25, 2023filed Jun 6, 2023 |  FITBFIFTH THIRD BANCORP · Stock |
Sale | $1K – $15K | Spouse · ↗ | … |
The 100 most recently filed of 464 trades. Every filing, in full and free: keyvex.com/disclosures/congressional-trades/member/L000397.
Net Worth KeyVex estimate
Added up from the value brackets on the annual financial disclosure filed Aug 10, 2026 · Filing ↗
$5.9MAssets disclosed · midpoint$2.8M to $8.9M
$375KDebts disclosed · midpoint$250K to $500K
$5.5MAssets minus debts · midpoint$2.3M to $8.7M
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 Zoe Lofgren 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.
1 asset listed with no value (“Undetermined”, “Unascertainable”) is left out.
By Kind of Asset
Midpoint of the disclosed ranges, in the filer’s own categories
- Real property1 line$3.0M
- Mutual funds9 lines$1.4M
- Exchange-traded funds18 lines$1.0M
- Bank accounts, money market accounts & CDs4 lines$199K
- Stock (not publicly traded)1 line$175K
- Ownership interest (trade or business)1 line$0
- Government securities & agency debt2 lines$0
Largest Disclosed Holdings
The 25 lines with the highest value bracket, exactly as written on the filing
| Asset | Kind | Owner | Value as disclosed |
|---|---|---|---|
| Residential Rental Property | Real property | Joint | $1,000,001 - $5,000,000 |
| PIMIX PIMCO Income Fund Insti Class (PIMIX) | Mutual funds | Joint | $250,001 - $500,000 |
| PIMIX PIMCO Income Fund Insti Class (PIMIX) | Mutual funds | Spouse | $250,001 - $500,000 |
| VOTE TCW Transform 500 ETF (VOTE) | Exchange-traded funds | Joint | $250,001 - $500,000 |
| VOTE TCW Transform 500 ETF (VOTE) | Exchange-traded funds | Spouse | $250,001 - $500,000 |
| Deskworks Inc. | Stock (not publicly traded) | Spouse | $100,001 - $250,000 |
| FLCNX Fidelity Contrafund K6 (FLCNX) | Mutual funds | — | $100,001 - $250,000 |
| First Citizens Bank | Bank accounts, money market accounts & CDs | Joint | $100,001 - $250,000 |
| MissionSquare PLUS R13 Fund | Mutual funds | — | $100,001 - $250,000 |
| VEMPX Vanguard Extended Market Index Fund Insti Plus (VEMPX) | Mutual funds | — | $100,001 - $250,000 |
| RERGX EuroPacific Growth Fund Cl R-6 (RERGX) | Mutual funds | — | $50,001 - $100,000 |
| ACWX iShares MSCI ACWI ex U.S. ETF (ACWX) | Exchange-traded funds | Joint | $50,001 - $100,000 |
| ACWX iShares MSCI ACWI ex U.S. ETF (ACWX) | Exchange-traded funds | Spouse | $50,001 - $100,000 |
| VIIIX Vanguard Institutional Index Fund Institutional Plus Shares (VIIIX) | Mutual funds | — | $50,001 - $100,000 |
| IEMG iShares Core MSCI Emerging Markets ETF (IEMG) | Exchange-traded funds | Joint | $15,001 - $50,000 |
| IEMG iShares Core MSCI Emerging Markets ETF (IEMG) | Exchange-traded funds | Spouse | $15,001 - $50,000 |
| IJR iShares Core S&P Small-Cap ETF (IJR) | Exchange-traded funds | Joint | $15,001 - $50,000 |
| IJR iShares Core S&P Small-Cap ETF (IJR) | Exchange-traded funds | Spouse | $15,001 - $50,000 |
| Cash | Bank accounts, money market accounts & CDs | Joint | $1,001 - $15,000 |
| Fidelity Government Cash Reserves (FDRXX) | Bank accounts, money market accounts & CDs | Joint | $1,001 - $15,000 |
| Fidelity Government Cash Reserves (FDRXX) | Bank accounts, money market accounts & CDs | Spouse | $1,001 - $15,000 |
| ACWX iShares MSCI ACWI ex U.S. ETF (ACWX) | Exchange-traded funds | — | $1,001 - $15,000 |
| PIMIX PIMCO Income Fund Insti Class (PIMIX) | Mutual funds | — | $1,001 - $15,000 |
| VOTE TCW Transform 500 ETF (VOTE) | Exchange-traded funds | — | $1,001 - $15,000 |
| IJR iShares Core S&P Small-Cap ETF (IJR) | Exchange-traded funds | — | $1 - $1,000 |
Annual Financial Disclosures
Reports on file under Zoe Lofgren’s own name, a filing signed by a namesake is not listed
- Annual · 2025House Clerk · filed Aug 10, 2026 · 37 assets, 1 liabilities parsedFiling ↗
- Annual · 2024House Clerk · filed May 9, 2025Filing ↗
- Annual · 2023House Clerk · filed Aug 13, 2024Filing ↗
- Annual · 2022House Clerk · filed Aug 10, 2023Filing ↗
- Annual · 2021House Clerk · filed Aug 11, 2022Filing ↗
- Annual · 2020House Clerk · filed Aug 4, 2021Filing ↗
- Amendment · 2019House Clerk · filed Jul 27, 2020Filing ↗
- Annual · 2019House Clerk · filed Jul 24, 2020Filing ↗
- Annual · 2018House Clerk · filed Jun 14, 2019Filing ↗
- Annual · 2017House Clerk · filed Jul 10, 2018Filing ↗
- Annual · 2016House Clerk · filed May 15, 2017Filing ↗
- Annual · 2015House Clerk · filed May 16, 2016Filing ↗
Live Stock Portfolio
An estimate of what Zoe Lofgren holds now, rebuilt from every disclosed purchase and sale
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Proposed Legislation
Bills and resolutions Zoe Lofgren has sponsored
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Campaign Receipts
What Zoe Lofgren’s campaign committee raised and spent, quarter by quarter
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Outside Spending in Support
Committees that spent independently to support Zoe Lofgren’s election
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Where Donors Work
Employers named by the itemised individual donors to Zoe Lofgren’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 Zoe Lofgren
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Corporate Donors
PACs and other committees that contributed to Zoe Lofgren’s campaign
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