Lucia Dora Simonelli — 2025 financial disclosure
Amendment status is not available for House filings. A filing listed here may since have been amended.
House filings are read from the House Clerk's PDF. On a candidate or new-filer report the income amounts print in two columns — current year to filing, and preceding year — and neither is shown here, because neither is the reporting period; the source document linked on this page has both. A row marked parse_unreliable may be misread; the source document is authoritative for it.
| Report type | Other |
| Filing year | 2025 |
| Chamber | house |
| Betterment - Company Level (BETNZZX) | $1,001 - $15,000 · Mixed |
| Calvert Balanced Fund Class R6 | $15,001 - $50,000 · Tax-Deferred |
| Carbon Collective Climate Solutions U.S. Equity ETF (CCSO) | $1,001 - $15,000 · Dividends |
| Carbon Collective Short Duration Green Bond ETF (CCSB) | $1,001 - $15,000 · Interest |
| Savings account and CDs | $50,001 - $100,000 · Interest |
| Vanguard Cash Reserves Federal MM Adm | $1,001 - $15,000 · Roth IRA |
| Vanguard Target Retirement 2055 Inv | $15,001 - $50,000 · Tax-Deferred |
The complete record
| party | — |
| state | PA |
| office | Representative, PA-01 |
| source | HOUSE_CLERK_FD |
| chamber | house |
| filing id | house-fd-10072953 |
| report url | https://disclosures-clerk.house.gov/public_disc/financial-pdfs/2025/10072953.pdf |
| scraped at | 2026-09-20T18:57:57.890Z |
| asset count | 7 |
| bioguide id | — |
| filing date | 2026-03-11 |
| filing year | 2025 |
| member last | Simonelli |
| member name | Lucia Dora Simonelli |
| report type | Other |
| member first | Lucia Dora |
| content parsed | true |
| report subtype | Candidate Report |
| state district | 01 |
| liability count | 0 |
assets (7)
| owner | ticker | location | asset name | asset type | row number | description | income type | value range | income range | asset subtype |
|---|---|---|---|---|---|---|---|---|---|---|
| — | — | — | Betterment - Company Level (BETNZZX) | OT | 1 | Automated investing, climate impact | Mixed | $1,001 - $15,000 | — | — |
| — | — | — | Calvert Balanced Fund Class R6 | HE | 2 | Jocelyn 401(k) | Tax-Deferred | $15,001 - $50,000 | — | — |
| — | — | — | Carbon Collective Climate Solutions U.S. Equity ETF (CCSO) | EF | 3 | — | Dividends | $1,001 - $15,000 | — | — |
| — | — | — | Carbon Collective Short Duration Green Bond ETF (CCSB) | EF | 4 | — | Interest | $1,001 - $15,000 | — | — |
| — | — | — | Savings account and CDs | BA | 5 | savings account and 2 CDs | Interest | $50,001 - $100,000 | — | — |
| — | — | — | Vanguard Cash Reserves Federal MM Adm | IH | 6 | — | Roth IRA | $1,001 - $15,000 | — | — |
| — | — | — | Vanguard Target Retirement 2055 Inv | HE | 7 | ID Insight Inc 401(k) Plan | Tax-Deferred | $15,001 - $50,000 | — | — |
liabilities (0)
None listed.