Congressional Trades › Derek Tran

Trade Volume by Year

Estimated from reported brackets · hover a year, click to filter
BuysSellsTotal volume
$0$3K$5K$8K$10K20252025: $8K, click to see these trades

Top Traded Sectors

By SIC industry of the ticker · 1 trades classified
1Sector Trade
  • Financials100%
Financials leads with 100% of trades1 trade · $8K estimated volume

Recent Trades

Periodic transaction reports · click a stock for its page · every row links the filing
Traded · filedStockTransactionAmount (range)DescriptionSince trade
Jul 28, 2025filed Aug 13, 2026 LTCLTC PROPERTIES INC · Crypto Sale $1K – $15K ↗ …

Net Worth KeyVex estimate

Added up from the value brackets on the annual financial disclosure filed Aug 13, 2026 · Filing ↗
$4.9MAssets disclosed · midpoint$2.1M to $7.8M
$4.1MDebts disclosed · midpoint$1.8M to $6.5M
$778KAssets minus debts · midpointsthe ranges overlap, see the note

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 Derek Tran 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.

How the headline is drawn. The midpoint of the assets’ brackets less the midpoint of the debts’, the arithmetic OpenSecrets used for its net-worth rankings and NOTUS uses today, so it lands where other estimates of Derek Tran’s wealth land. The two ranges below overlap, so the floor of this estimate is below zero: a member must list the mortgage on their home and need not list the home, which is how a filing ends up here. Read it as an estimate, not a bound.

By Kind of Asset

Midpoint of the disclosed ranges, in the filer’s own categories
  • Ownership interest (trade or business)2 lines$3.0M
  • Mutual funds18 lines$1.1M
  • Exchange-traded funds5 lines$290K
  • Stocks11 lines$137K
  • Bank accounts, money market accounts & CDs4 lines$124K
  • Cryptocurrency6 lines$97K
  • Fixed annuity1 line$75K
  • 529 portfolio4 lines$57K
  • Real property1 line$0

Largest Disclosed Holdings

The 25 lines with the highest value bracket, exactly as written on the filing
AssetKindOwnerValue as disclosed
Nguyen Win, Inc.Ownership interest (trade or business)Spouse$1,000,001 - $5,000,000
DFUSX DFA US Large Company Portfolio (DFUSX)Mutual fundsSpouse$250,001 - $500,000
Bank of America bank accountBank accounts, money market accounts & CDsSpouse$50,001 - $100,000
LIHIX BlackRock LifePath Index 2045 Port Insti Cl (LIHIX)Mutual fundsSpouse$50,001 - $100,000
WINN Harbor ETF Trust Harbor Long-Term Growers ETF (WINN)Exchange-traded fundsSpouse$50,001 - $100,000
SMDRX Hartford Schroders US MidCap Opportunities Fund Class SDR (SMDRX)Mutual fundsSpouse$50,001 - $100,000
JSNWX John Hancock Income Fund Class R6 (JSNWX)Mutual fundsSpouse$50,001 - $100,000
TISBX Nuveen Small Cap Blend Index Fund R6 (TISBX)Mutual fundsSpouse$50,001 - $100,000
COWZ Pacer US Cash Cows 100 ETF (COWZ)Exchange-traded fundsSpouse$50,001 - $100,000
Pacific Life (fixed annuity)Fixed annuity—$50,001 - $100,000
RBFGX The Bond Fund of America, Class R-6 Shares (RBFGX)Mutual fundsSpouse$50,001 - $100,000
VOO Vanguard S&P 500 ETF (VOO)Exchange-traded fundsSpouse$50,001 - $100,000
AMZN Amazon.com, Inc. (AMZN)Stocks—$15,001 - $50,000
BitcoinCryptocurrency—$15,001 - $50,000
Chase bank accountBank accounts, money market accounts & CDs—$15,001 - $50,000
CVS CVS Health Corporation (CVS)StocksSpouse$15,001 - $50,000
EthereumCryptocurrency—$15,001 - $50,000
FSPSX Fidelity International Index Fund (FSPSX)Mutual fundsSpouse$15,001 - $50,000
JSGTX JHF III U.S. Growth Fund Class R6 (JSGTX)Mutual fundsSpouse$15,001 - $50,000
JFIVX John Hancock Variable Insurance Trust 500 Index Trust Series 1 (JFIVX)Mutual fundsSpouse$15,001 - $50,000
CALF Pacer US Small Cap Cash Cows 100 ETF (CALF)Exchange-traded fundsSpouse$15,001 - $50,000
PLFIX Principal Fds, Inc. LargeCap S&P 500 Idx Fd Instl Cl (PLFIX)Mutual funds—$15,001 - $50,000
PSSIX Principal Fds, Inc. SmallCap S&P 600 Index Fd Insti Cl (PSSIX)Mutual funds—$15,001 - $50,000
PEIJX Principal Funds, Inc. - Equity Income, Class J (PEIJX)Mutual funds—$15,001 - $50,000
PCSMX Principal Funds, Inc. -SmallCap Growth Fund I (PCSMX)Mutual funds—$15,001 - $50,000

Annual Financial Disclosures

Reports on file under Derek Tran’s own name, a filing signed by a namesake is not listed
  • Annual · 2025House Clerk · filed Aug 13, 2026 · 52 assets, 3 liabilities parsedFiling ↗
  • Amendment · 2024House Clerk · filed Sep 16, 2025Filing ↗
  • New Filer · 2025House Clerk · filed Aug 10, 2025Filing ↗
  • Other · 2023House Clerk · filed Aug 9, 2024Filing ↗
  • Other · 2023House Clerk · filed Jan 26, 2024Filing ↗

Live Stock Portfolio

An estimate of what Derek Tran holds now, rebuilt from every disclosed purchase and sale
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Proposed Legislation

Bills and resolutions Derek Tran has sponsored
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Campaign Receipts

What Derek Tran’s campaign committee raised and spent, quarter by quarter
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Outside Spending in Support

Committees that spent independently to support Derek Tran’s election
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Where Donors Work

Employers named by the itemised individual donors to Derek Tran’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 Derek Tran
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Corporate Donors

PACs and other committees that contributed to Derek Tran’s campaign
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