Sara Jacobs
DHouse · CA-51
STOCK Act filings · simulated, not advice.
annual holdings (3)
Holdings change on the next session after the Clerk filing date. Sales reduce the book and do not open a short. Shares use the range midpoint divided by the entry price. A text-layer annual common-stock list reseeds the book at those midpoints. All · 03/15/2021 → 11/03/2026.
Simulated portfolio
+71.7%
SPY
+105.4%
vs SPY
-33.8%
Simulated portfolioSPYBuySell
Trades
66
Last traded
05/07/2026
Disclosed (est.)
$8.7M
File lag
49 days
| Asset | Type | Amount range | Traded | Filed | Trade → latest | Filed+1 → latest | Filing |
|---|---|---|---|---|---|---|---|
QCOM QUALCOMM Incorporated - Common Stock (QCOM) | Sale (partial) Owner: Self | $500,001 - $1,000,000 | 05/07/2026 | 05/20/2026 | +18.1% vs SPY +21.7% | +22.2% vs SPY +24.3% | 20034498 |
QCOM QUALCOMM Incorporated - Common Stock (QCOM) | Sale (partial) Owner: Self | $500,001 - $1,000,000 | 05/06/2026 | 05/20/2026 | +13.8% vs SPY +17.1% | +22.2% vs SPY +24.3% | 20034498 |
BILLS U.S. Treasury Bills | Purchase Owner: Self | $1,000,001 - $5,000,000 | 05/31/2022 | 06/21/2022 | n/a | n/a | 20021179 |
AAPL Apple Inc. (AAPL) | Sale Owner: Self | $100,001 - $250,000 | 07/06/2021 | 08/17/2021 | -140.0% vs SPY -53.1% | -132.5% vs SPY -48.3% | 20019344 |
Unmapped San Marcos California Uni Sch Dist go Ref bonds 5.0% Due 8/1/2036 | Sale Owner: Self | $100,001 - $250,000 | 05/03/2021 | 07/02/2021 | n/a | n/a | 20018865 |
Unmapped San Francisco California bart Dist Election of LT gO 5.0% Due 8/1/2035 | Sale Owner: Self | $100,001 - $250,000 | 05/03/2021 | 07/02/2021 | n/a | n/a | 20018865 |
Unmapped San Diego CO CA RgL Transn Rev Sub Ltd bDS b 5.0%; Due 04/01/2045 | Sale Owner: Self | $100,001 - $250,000 | 05/03/2021 | 07/02/2021 | n/a | n/a | 20018865 |
Unmapped Los Angeles California Waste Water System Rev 5.0% Due 6/1/2030 | Sale Owner: Self | $100,001 - $250,000 | 05/03/2021 | 07/02/2021 | n/a | n/a | 20018865 |
Unmapped Los Angeles California Uni Sch | Sale Owner: Self | $100,001 - | 05/03/2021 | 07/02/2021 | n/a | n/a | 20018865 |
Unmapped Los Angeles California Dept Water Works Rev bonds b 5.0% Due 7/1/2043 | Sale Owner: Self | $100,001 - $250,000 | 05/03/2021 | 07/02/2021 | n/a | n/a | 20018865 |
Unmapped Los Angeles California Dept Water & Power Sys C 5.0% Due 10/1/2039 | Sale Owner: Self | $100,001 - $250,000 | 05/03/2021 | 07/02/2021 | n/a | n/a | 20018865 |
Unmapped California St Var Purpose go bonds 5.0% Due 10/1/2039 | Sale Owner: Self | $100,001 - $250,000 | 05/03/2021 | 07/02/2021 | n/a | n/a | 20018865 |
Unmapped California St gO Various Purpose bonds 5.0% Due 11/1/2029 | Sale Owner: Self | $100,001 - $250,000 | 05/03/2021 | 07/02/2021 | n/a | n/a | 20018865 |
Unmapped California St Dept Water Res Cent VY Proj Rev 5.0% Due 12/1/2029 | Sale Owner: Self | $100,001 - $250,000 | 05/03/2021 | 07/02/2021 | n/a | n/a | 20018865 |
Unmapped San Diego CO CA RgL Transn Rev Sub Ltd bDS b 5.0%; Due 04/01/2045 | Purchase Owner: Self | $100,001 - $250,000 | 04/21/2021 | 05/28/2021 | n/a | n/a | 20018720 |
FSLR First Solar, Inc. (FSLR) | Sale Owner: Self | $15,001 - $50,000 | 04/09/2021 | 05/28/2021 | -133.5% vs SPY -36.2% | -141.8% vs SPY -48.4% | 20018720 |
CREE Cree, Inc. (CREE) | Sale Owner: Self | $15,001 - $50,000 | 04/09/2021 | 05/28/2021 | n/a | n/a | 20018720 |
BLKB blackbaud, Inc. (bLKb) | Sale Owner: Self | $15,001 - $50,000 | 04/09/2021 | 05/28/2021 | +24.7% vs SPY +122.0% | +23.3% vs SPY +116.7% | 20018720 |
BDX becton, Dickinson and Company (bDX) | Sale Owner: Self | $15,001 - $50,000 | 04/09/2021 | 05/28/2021 | -14.8% vs SPY +82.5% | -19.3% vs SPY +74.1% | 20018720 |
AGR Avangrid, Inc. (AgR) | Sale Owner: Self | $15,001 - $50,000 | 04/09/2021 | 05/28/2021 | n/a | n/a | 20018720 |
WAB Westinghouse Air brake Technologies Corporation (WAb) | Sale Owner: Self | $15,001 - $50,000 | 04/09/2021 | 05/28/2021 | -278.3% vs SPY -181.0% | -256.8% vs SPY -163.3% | 20018720 |
VZ Verizon Communications Inc. (VZ) | Sale Owner: Self | $50,001 - $100,000 | 04/09/2021 | 05/28/2021 | -10.9% vs SPY +86.4% | -13.0% vs SPY +80.4% | 20018720 |
AVB Avalonbay Communities, Inc. (AVb) | Sale Owner: Self | $15,001 - $50,000 | 04/09/2021 | 05/28/2021 | 0.0% vs SPY 0.0% | 0.0% vs SPY 0.0% | 20018720 |
VFC V.F. Corporation (VFC) | Sale Owner: Self | $15,001 - $50,000 | 04/09/2021 | 05/28/2021 | +71.8% vs SPY +169.0% | +70.0% vs SPY +163.4% | 20018720 |
UPS United Parcel Service, Inc. (UPS) | Sale Owner: Self | $15,001 - $50,000 | 04/09/2021 | 05/28/2021 | +20.6% vs SPY +117.9% | +34.8% vs SPY +128.2% | 20018720 |
UL Unilever PLC (UL) | Sale Owner: Self | $15,001 - $50,000 | 04/09/2021 | 05/28/2021 | -23.0% vs SPY +74.3% | -15.4% vs SPY +78.0% | 20018720 |
TSCO Tractor Supply Company (TSCO) | Sale Owner: Self | $15,001 - $50,000 | 04/09/2021 | 05/28/2021 | -8.9% vs SPY +88.3% | -6.1% vs SPY +87.3% | 20018720 |
TRV The Travelers Companies, Inc. (TRV) | Sale Owner: Self | $50,001 - $100,000 | 04/09/2021 | 05/28/2021 | -189.9% vs SPY -92.7% | -173.3% vs SPY -79.9% | 20018720 |
TTEK Tetra Tech, Inc. (TTEK) | Sale Owner: Self | $15,001 - $50,000 | 04/09/2021 | 05/28/2021 | -43.3% vs SPY +54.0% | -70.9% vs SPY +22.6% | 20018720 |
TSM Taiwan Semiconductor Manufacturing Company Ltd. (TSM) | Sale Owner: Self | $50,001 - $100,000 | 04/09/2021 | 05/28/2021 | -259.9% vs SPY -162.7% | -273.0% vs SPY -179.5% | 20018720 |
SYK Stryker Corporation (SYK) | Sale Owner: Self | $15,001 - $50,000 | 04/09/2021 | 05/28/2021 | -29.8% vs SPY +67.4% | -28.6% vs SPY +64.8% | 20018720 |
SBUX Starbucks Corporation (SbUX) | Sale Owner: Self | $15,001 - $50,000 | 04/09/2021 | 05/28/2021 | -5.0% vs SPY +92.2% | -4.5% vs SPY +89.0% | 20018720 |
SBAC SbA Communications Corporation - Class A (SbAC) | Sale Owner: Self | $50,001 - $100,000 | 04/09/2021 | 05/28/2021 | +26.9% vs SPY +124.2% | +33.4% vs SPY +126.9% | 20018720 |
AZN AstraZeneca PLC - American Depositary Shares (AZN) | Sale Owner: Self | $15,001 - $50,000 | 04/09/2021 | 05/28/2021 | -104.5% vs SPY -7.3% | -81.6% vs SPY +11.8% | 20018720 |
RGA Reinsurance group of America, Incorporated (RgA) | Sale Owner: Self | $15,001 - $50,000 | 04/09/2021 | 05/28/2021 | -129.6% vs SPY -32.3% | -131.3% vs SPY -37.8% | 20018720 |
DGX Quest Diagnostics Incorporated (DgX) | Sale Owner: Self | $50,001 - $100,000 | 04/09/2021 | 05/28/2021 | -116.7% vs SPY -19.5% | -115.7% vs SPY -22.3% | 20018720 |
PG Procter & gamble Company (Pg) | Sale Owner: Self | $50,001 - $100,000 | 04/09/2021 | 05/28/2021 | -37.8% vs SPY +59.5% | -40.5% vs SPY +53.0% | 20018720 |
PAYC Paycom Software, Inc. (PAYC) | Sale Owner: Self | $15,001 - $50,000 | 04/09/2021 | 05/28/2021 | +29.1% vs SPY +126.4% | +17.0% vs SPY +110.4% | 20018720 |
ORA Ormat Technologies, Inc. (ORA) | Sale Owner: Self | $15,001 - $50,000 | 04/09/2021 | 05/28/2021 | -27.3% vs SPY +69.9% | -40.1% vs SPY +53.4% | 20018720 |
OMCL Omnicell, Inc. (OMCL) | Sale Owner: Self | $50,001 - $100,000 | 04/09/2021 | 05/28/2021 | +73.7% vs SPY +170.9% | +74.4% vs SPY +167.8% | 20018720 |
NYT New York Times Company (NYT) | Sale Owner: Self | $50,001 - $100,000 | 04/09/2021 | 05/28/2021 | -47.1% vs SPY +50.2% | -64.9% vs SPY +28.5% | 20018720 |
MRK Merck & Company, Inc. Common Stock (MRK) | Sale Owner: Self | $50,001 - $100,000 | 04/09/2021 | 05/28/2021 | -135.6% vs SPY -38.3% | -139.1% vs SPY -45.7% | 20018720 |
MDT Medtronic plc. Ordinary Shares (MDT) | Sale Owner: Self | $50,001 - $100,000 | 04/09/2021 | 05/28/2021 | +3.9% vs SPY +101.2% | +6.1% vs SPY +99.5% | 20018720 |
ANTM Anthem, Inc. (ANTM) | Sale Owner: Self | $50,001 - $100,000 | 04/09/2021 | 05/28/2021 | n/a | n/a | 20018720 |
MKC McCormick & Company, Incorporated (MKC) | Sale Owner: Self | $15,001 - $50,000 | 04/09/2021 | 05/28/2021 | +38.2% vs SPY +135.5% | +38.8% vs SPY +132.2% | 20018720 |
LPLA LPL Financial Holdings Inc. (LPLA) | Sale Owner: Self | $15,001 - $50,000 | 04/09/2021 | 05/28/2021 | -108.6% vs SPY -11.3% | -106.3% vs SPY -12.9% | 20018720 |
LIN Linde plc Ordinary Share (LIN) | Sale Owner: Self | $50,001 - $100,000 | 04/09/2021 | 05/28/2021 | -93.5% vs SPY +3.8% | -82.3% vs SPY +11.1% | 20018720 |
LHCG LHC group - common stock (LHCg) | Sale Owner: Self | $50,001 - $100,000 | 04/09/2021 | 05/28/2021 | n/a | n/a | 20018720 |
LW Lamb Weston Holdings, Inc. (LW) | Sale Owner: Self | $15,001 - $50,000 | 04/09/2021 | 05/28/2021 | +21.3% vs SPY +118.6% | +27.6% vs SPY +121.1% | 20018720 |
JLL Jones Lang LaSalle Incorporated (JLL) | Sale Owner: Self | $15,001 - $50,000 | 04/09/2021 | 05/28/2021 | -104.3% vs SPY -7.0% | -82.7% vs SPY +10.7% | 20018720 |
IPG Interpublic group of Companies, Inc. (IPg) | Sale Owner: Self | $15,001 - $50,000 | 04/09/2021 | 05/28/2021 | n/a | n/a | 20018720 |
IFF Internationa Flavors & Fragrances, Inc. (IFF) | Sale Owner: Self | $15,001 - $50,000 | 04/09/2021 | 05/28/2021 | +24.1% vs SPY +121.4% | +25.2% vs SPY +118.6% | 20018720 |
HXL Hexcel Corporation (HXL) | Sale Owner: Self | $15,001 - $50,000 | 04/09/2021 | 05/28/2021 | -50.6% vs SPY +46.7% | -41.5% vs SPY +51.9% | 20018720 |
GILD gilead Sciences, Inc. (gILD) | Sale Owner: Self | $15,001 - $50,000 | 04/09/2021 | 05/28/2021 | -213.7% vs SPY -116.4% | -212.7% vs SPY -119.2% | 20018720 |
AFL AFLAC Incorporated (AFL) | Sale Owner: Self | $50,001 - $100,000 | 04/09/2021 | 05/28/2021 | -172.1% vs SPY -74.8% | -144.2% vs SPY -50.8% | 20018720 |
ACN Accenture plc Class A Ordinary Shares (ACN) | Sale Owner: Self | $50,001 - $100,000 | 04/09/2021 | 05/28/2021 | +2.5% vs SPY +99.8% | +0.5% vs SPY +93.9% | 20018720 |
TJX TJX Companies, Inc. (TJX) | Purchase Owner: Self | $15,001 - $50,000 | 02/19/2021 | 03/12/2021 | +120.2% vs SPY +11.4% | +119.1% vs SPY +13.6% | 20018354 |
BK The bank of New York Mellon Corporation (bK) | Sale Owner: Self | $15,001 - $50,000 | 02/19/2021 | 03/12/2021 | n/a | n/a | 20018354 |
TTEK Tetra Tech, Inc. (TTEK) | Purchase Owner: Self | $15,001 - $50,000 | 02/19/2021 | 03/12/2021 | +42.7% vs SPY -66.1% | +51.3% vs SPY -54.1% | 20018354 |
PYPL PayPal holdings, Inc. (PYPL) | Sale (partial) Owner: Self | $15,001 - $50,000 | 02/19/2021 | 03/12/2021 | +79.5% vs SPY +188.3% | +76.5% vs SPY +181.9% | 20018354 |
PAYC Paycom Software, Inc. (PAYC) | Purchase Owner: Self | $15,001 - $50,000 | 02/19/2021 | 03/12/2021 | -32.5% vs SPY -141.3% | -31.4% vs SPY -136.8% | 20018354 |
LPLA LPL Financial holdings Inc. (LPLA) | Purchase Owner: Self | $15,001 - $50,000 | 02/19/2021 | 03/12/2021 | +132.0% vs SPY +23.2% | +111.6% vs SPY +6.1% | 20018354 |
LHCG LhC group - common stock (LhCg) | Purchase Owner: Self | $15,001 - $50,000 | 02/19/2021 | 03/12/2021 | n/a | n/a | 20018354 |
FSLR First Solar, Inc. (FSLR) | Sale (partial) Owner: Self | $1,001 - $15,000 | 02/19/2021 | 03/12/2021 | -104.4% vs SPY +4.4% | -125.3% vs SPY -19.8% | 20018354 |
ASML ASML holding N.V. - New York Registry Shares (ASML) | Sale (partial) Owner: Self | $15,001 - $50,000 | 02/19/2021 | 03/12/2021 | -174.8% vs SPY -66.0% | -198.6% vs SPY -93.1% | 20018354 |
ADI Analog Devices, Inc. (ADI) | Sale Owner: Self | $50,001 - $100,000 | 02/19/2021 | 03/12/2021 | -182.2% vs SPY -73.4% | -204.8% vs SPY -99.3% | 20018354 |
Methodology
These pages archive public House periodic transaction reports and annual financial disclosures filed under the STOCK Act and posted by the Clerk of the House. Amounts are statutory ranges, not exact sizes. The chart is a simulated long-only common-stock book: a purchase adds shares, and a sale, including a partial sale, reduces or closes that holding. A sale does not open a short. The default size is the midpoint of the disclosed range, divided by the entry price. An open-ended Over band uses its disclosed floor. An equal-dollar curve is optional: each purchase is one dollar, a partial sale sells one dollar, and a full sale closes that name. When an annual report, an amendment, or a new-filer report has a text layer, its Schedule A common stock reseeds the book and clears cash. Spouse and dependent lines are included. The same ticker is summed. Options, preferred shares, funds, partnerships, bank accounts, and real estate in that report stay out. Scanned annual filings are not guessed. A later filing of an older year does not replace a newer list already in the book. Between reports, cash from sales stays in the book. Options are excluded when the filing shows option language, a strike, or an expiration date, and the page counts them. Exchanges, warrants, unmapped names, and private vehicles stay out. SPY is buy-and-hold from the same first session. The trade-date clock uses the session close on the trade date, or the next session if the market was closed, and reseeds an annual list on the first session of the year after the year the report covers. The filed clock enters on the next session after the Clerk filing date, so a copy-after-filing view does not use that day’s price. Public posting can be later than the filing date. Stock logos mark buys and sells on the selected clock. This is not the filer’s brokerage account and it is not investment advice. Senate disclosures are not included.