Zoe Lofgren
DHouse · CA-18
STOCK Act filings · simulated, not advice.
annual holdings (11)
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 · 05/15/2014 → 11/03/2026.
Simulated portfolio
+161.9%
SPY
+395.9%
vs SPY
-234.0%
Simulated portfolioSPYBuySell
Trades
466
Last traded
12/11/2025
Disclosed (est.)
$4.8M
File lag
21 days
| Asset | Type | Amount range | Traded | Filed | Trade → latest | Filed+1 → latest | Filing |
|---|---|---|---|---|---|---|---|
BONDS Lynwood Unified School District GO Bonds | Sale Owner: Joint | $100,001 - $250,000 | 12/11/2025 | 01/06/2026 | n/a | n/a | 20033738 |
D California State Public Works Board Lease Revenue Bonds, Ser. D | Sale Owner: Joint | $1,001 - $15,000 | 12/11/2025 | 01/06/2026 | -18.4% vs SPY -7.7% | -20.6% vs SPY -10.4% | 20033738 |
WBK Westpac Banking Corporation (WBK) | Sale Owner: Spouse | $1,001 - $15,000 | 05/26/2023 | 06/06/2023 | n/a | n/a | 20023083 |
WFC Wells Fargo & Company (WFC) | Sale Owner: Spouse | $1,001 - $15,000 | 05/26/2023 | 06/06/2023 | -124.9% vs SPY -37.3% | -120.4% vs SPY -35.7% | 20023083 |
WBA Walgreens Boots Alliance, Inc. (WBA) | Sale Owner: Spouse | $1,001 - $15,000 | 05/26/2023 | 06/06/2023 | n/a | n/a | 20023083 |
VZ Verizon Communications Inc. (VZ) | Sale Owner: Spouse | $1,001 - $15,000 | 05/26/2023 | 06/06/2023 | -63.4% vs SPY +24.2% | -62.2% vs SPY +22.5% | 20023083 |
BUD Anheuser-Busch Inbev SA Sponsored ADR (Belgium) (BUD) | Sale Owner: Spouse | $1,001 - $15,000 | 05/26/2023 | 06/06/2023 | -48.8% vs SPY +38.8% | -54.1% vs SPY +30.6% | 20023083 |
UNH UnitedHealth Group Incorporated Common Stock (DE) (UNH) | Sale Owner: Spouse | $1,001 - $15,000 | 05/26/2023 | 06/06/2023 | +9.8% vs SPY +97.4% | +10.0% vs SPY +94.7% | 20023083 |
UNP Union Pacific Corporation (UNP) | Sale Owner: Spouse | $15,001 - $50,000 | 05/26/2023 | 06/06/2023 | -70.0% vs SPY +17.6% | -61.8% vs SPY +22.9% | 20023083 |
USB U.S. Bancorp (USB) | Sale Owner: Spouse | $1,001 - $15,000 | 05/26/2023 | 06/06/2023 | -128.6% vs SPY -41.0% | -110.8% vs SPY -26.1% | 20023083 |
PFE Pfizer, Inc. (PFE) | Sale Owner: Spouse | $1,001 - $15,000 | 05/26/2023 | 06/06/2023 | +2.2% vs SPY +89.7% | +5.4% vs SPY +90.1% | 20023083 |
Unmapped Paramount Global Ltd. | Sale Owner: Spouse | $1,001 - $15,000 | 05/26/2023 | 06/06/2023 | n/a | n/a | 20023083 |
OCLCF Oracle Corporation Ordinary Shares (OCLCF) | Sale Owner: Spouse | $15,001 - $50,000 | 05/26/2023 | 06/06/2023 | +99.1% vs SPY +186.1% | +99.1% vs SPY +183.3% | 20023083 |
NTAP NetApp, Inc. (NTAP) | Sale Owner: Spouse | $1,001 - $15,000 | 05/26/2023 | 06/06/2023 | -192.2% vs SPY -104.7% | -187.5% vs SPY -102.8% | 20023083 |
MS Morgan Stanley (MS) | Sale Owner: Spouse | $1,001 - $15,000 | 05/26/2023 | 06/06/2023 | -146.9% vs SPY -59.3% | -139.5% vs SPY -54.8% | 20023083 |
AMT American Tower Corporation (REIT) (AMT) | Sale Owner: Spouse | $1,001 - $15,000 | 05/26/2023 | 06/06/2023 | -16.4% vs SPY +71.2% | -11.1% vs SPY +73.7% | 20023083 |
KLAC KLA Corporation (KLAC) | Sale Owner: Spouse | $1,001 - $15,000 | 05/26/2023 | 06/06/2023 | -247.8% vs SPY -160.2% | -245.9% vs SPY -161.2% | 20023083 |
JEF Jefferies Financial Group Inc. (JEF) | Sale Owner: Spouse | $1,001 - $15,000 | 05/26/2023 | 06/06/2023 | -74.5% vs SPY +13.1% | -67.2% vs SPY +17.5% | 20023083 |
AEP American Electric Power Company, Inc. (AEP) | Sale Owner: Spouse | $1,001 - $15,000 | 05/26/2023 | 06/06/2023 | -77.8% vs SPY +9.8% | -72.9% vs SPY +11.9% | 20023083 |
CVS CVS Health Corporation (CVS) | Sale Owner: Spouse | $1,001 - $15,000 | 05/26/2023 | 06/06/2023 | -53.9% vs SPY +33.7% | -45.6% vs SPY +39.1% | 20023083 |
AMZN Amazon.com, Inc. (AMZN) | Sale Owner: Spouse | $1,001 - $15,000 | 05/26/2023 | 06/06/2023 | -108.7% vs SPY -21.1% | -106.8% vs SPY -22.1% | 20023083 |
C Citigroup, Inc. (C) | Sale Owner: Spouse | $1,001 - $15,000 | 05/26/2023 | 06/06/2023 | -206.8% vs SPY -119.2% | -185.0% vs SPY -100.3% | 20023083 |
CSCO Cisco Systems, Inc. (CSCO) | Sale Owner: Spouse | $1,001 - $15,000 | 05/26/2023 | 06/06/2023 | -126.1% vs SPY -38.5% | -126.5% vs SPY -41.8% | 20023083 |
CAT Caterpillar, Inc. (CAT) | Sale Owner: Spouse | $1,001 - $15,000 | 05/26/2023 | 06/06/2023 | -209.5% vs SPY -121.9% | -178.3% vs SPY -93.6% | 20023083 |
BMO Bank Of Montreal (BMO) | Sale Owner: Spouse | $1,001 - $15,000 | 05/26/2023 | 06/06/2023 | -132.0% vs SPY -44.4% | -122.5% vs SPY -37.8% | 20023083 |
BAC Bank of America Corporation (BAC) | Sale Owner: Spouse | $15,001 - $50,000 | 05/26/2023 | 06/06/2023 | -91.6% vs SPY -4.0% | -82.5% vs SPY +2.2% | 20023083 |
AMAT Applied Materials, Inc. (AMAT) | Sale Owner: Spouse | $1,001 - $15,000 | 05/26/2023 | 06/06/2023 | -188.0% vs SPY -100.4% | -190.2% vs SPY -105.5% | 20023083 |
ABBV AbbVie Inc. (ABBV) | Sale Owner: Spouse | $1,001 - $15,000 | 05/26/2023 | 06/06/2023 | -134.6% vs SPY -47.0% | -136.4% vs SPY -51.7% | 20023083 |
ZTS Zoetis Inc. Class A (ZTS) | Sale Owner: Spouse | $1,001 - $15,000 | 05/25/2023 | 06/06/2023 | +47.2% vs SPY +137.2% | +46.7% vs SPY +131.4% | 20023083 |
DIS Walt Disney Company (DIS) | Sale Owner: Spouse | $1,001 - $15,000 | 05/25/2023 | 06/06/2023 | -33.6% vs SPY +56.4% | -27.3% vs SPY +57.4% | 20023083 |
V Visa Inc. (V) | Sale Owner: Spouse | $1,001 - $15,000 | 05/25/2023 | 06/06/2023 | -92.9% vs SPY -2.9% | -91.3% vs SPY -6.6% | 20023083 |
VZ Verizon Communications Inc. (VZ) | Sale Owner: Spouse | $1,001 - $15,000 | 05/25/2023 | 06/06/2023 | -64.2% vs SPY +25.8% | -62.2% vs SPY +22.5% | 20023083 |
UNH UnitedHealth Group Incorporated Common Stock (UNH) | Sale Owner: Spouse | $1,001 - $15,000 | 05/25/2023 | 06/06/2023 | +9.1% vs SPY +99.1% | +10.0% vs SPY +94.7% | 20023083 |
TRU TransUnion (TRU) | Sale Owner: Spouse | $1,001 - $15,000 | 05/25/2023 | 06/06/2023 | -12.8% vs SPY +77.2% | -7.5% vs SPY +77.2% | 20023083 |
TT Trane Technologies plc (TT) | Sale Owner: Spouse | $1,001 - $15,000 | 05/25/2023 | 06/06/2023 | -158.3% vs SPY -68.3% | -144.5% vs SPY -59.8% | 20023083 |
TMUS T-Mobile US, Inc. (TMUS) | Sale Owner: Spouse | $1,001 - $15,000 | 05/25/2023 | 06/06/2023 | -19.6% vs SPY +70.4% | -28.3% vs SPY +56.4% | 20023083 |
TJX TJX Companies, Inc. (TJX) | Sale Owner: Spouse | $1,001 - $15,000 | 05/25/2023 | 06/06/2023 | -89.2% vs SPY +0.8% | -83.9% vs SPY +0.8% | 20023083 |
TMO Thermo Fisher Scientific Inc (TMO) | Sale Owner: Spouse | $1,001 - $15,000 | 05/25/2023 | 06/06/2023 | -35.6% vs SPY +54.4% | -35.6% vs SPY +49.1% | 20023083 |
SBUX Starbucks Corporation (SBUX) | Sale Owner: Spouse | $1,001 - $15,000 | 05/25/2023 | 06/06/2023 | -15.4% vs SPY +74.6% | -16.0% vs SPY +68.7% | 20023083 |
BUD Anheuser-Busch Inbev SA Sponsored ADR (BUD) | Sale Owner: Spouse | $1,001 - $15,000 | 05/25/2023 | 06/06/2023 | -49.5% vs SPY +40.5% | -54.1% vs SPY +30.6% | 20023083 |
SO Southern Company (SO) | Sale Owner: Joint | $15,001 - $50,000 | 05/25/2023 | 06/06/2023 | -50.4% vs SPY +39.6% | -49.8% vs SPY +34.9% | 20023083 |
SON Sonoco Products Company (SON) | Sale Owner: Spouse | $1,001 - $15,000 | 05/25/2023 | 06/06/2023 | +7.0% vs SPY +97.0% | +12.1% vs SPY +96.8% | 20023083 |
SHW Sherwin-Williams Company (SHW) | Sale Owner: Spouse | $1,001 - $15,000 | 05/25/2023 | 06/06/2023 | -54.9% vs SPY +35.1% | -45.7% vs SPY +39.0% | 20023083 |
SPGI S&P Global Inc. (SPGI) | Sale Owner: Spouse | $1,001 - $15,000 | 05/25/2023 | 06/06/2023 | -41.2% vs SPY +48.8% | -35.2% vs SPY +49.5% | 20023083 |
ROP Roper Technologies, Inc. (ROP) | Sale Owner: Spouse | $1,001 - $15,000 | 05/25/2023 | 06/06/2023 | -7.9% vs SPY +82.1% | -7.7% vs SPY +77.0% | 20023083 |
PWR Quanta Services, Inc. (PWR) | Sale Owner: Spouse | $1,001 - $15,000 | 05/25/2023 | 06/06/2023 | -281.6% vs SPY -191.6% | -258.7% vs SPY -173.9% | 20023083 |
QCOM QUALCOMM Incorporated (QCOM) | Sale Owner: Spouse | $1,001 - $15,000 | 05/25/2023 | 06/06/2023 | -70.8% vs SPY +19.2% | -53.2% vs SPY +31.5% | 20023083 |
PLD ProLogis, Inc. (PLD) | Sale Owner: Spouse | $1,001 - $15,000 | 05/25/2023 | 06/06/2023 | -18.2% vs SPY +71.8% | -12.6% vs SPY +72.1% | 20023083 |
PG Procter & Gamble Company (PG) | Sale Owner: Spouse | $1,001 - $15,000 | 05/25/2023 | 06/06/2023 | -22.2% vs SPY +67.8% | -22.7% vs SPY +62.0% | 20023083 |
AWK American Water Works Company, Inc. (AWK) | Sale Owner: Spouse | $1,001 - $15,000 | 05/25/2023 | 06/06/2023 | -11.1% vs SPY +78.9% | -7.6% vs SPY +77.1% | 20023083 |
PEP Pepsico, Inc. (PEP) | Sale Owner: Spouse | $1,001 - $15,000 | 05/25/2023 | 06/06/2023 | +15.6% vs SPY +105.6% | +14.5% vs SPY +99.2% | 20023083 |
PAYX Paychex, Inc. (PAYX) | Sale Owner: Spouse | $1,001 - $15,000 | 05/25/2023 | 06/06/2023 | -20.8% vs SPY +69.2% | -16.5% vs SPY +68.3% | 20023083 |
ODFL Old Dominion Freight Line, Inc. (ODFL) | Sale Owner: Spouse | $1,001 - $15,000 | 05/25/2023 | 06/06/2023 | -16.8% vs SPY +73.2% | -14.5% vs SPY +70.2% | 20023083 |
NXPI NXP Semiconductors N.V. (NXPI) | Sale Owner: Spouse | $1,001 - $15,000 | 05/25/2023 | 06/06/2023 | -63.4% vs SPY +26.6% | -50.2% vs SPY +34.5% | 20023083 |
NNN NNN REIT, Inc. (NNN) | Sale Owner: Spouse | $1,001 - $15,000 | 05/25/2023 | 06/06/2023 | -21.7% vs SPY +68.3% | -16.2% vs SPY +68.5% | 20023083 |
NEE NextEra Energy, Inc. (NEE) | Sale Owner: Spouse | $1,001 - $15,000 | 05/25/2023 | 06/06/2023 | -27.3% vs SPY +62.7% | -25.2% vs SPY +59.6% | 20023083 |
MAA Mid-America Apartment Communities, Inc. (MAA) | Sale Owner: Spouse | $1,001 - $15,000 | 05/25/2023 | 06/06/2023 | +5.5% vs SPY +95.5% | +11.9% vs SPY +96.6% | 20023083 |
MET MetLife, Inc. (MET) | Sale Owner: Spouse | $1,001 - $15,000 | 05/25/2023 | 06/06/2023 | -111.5% vs SPY -21.5% | -103.5% vs SPY -18.7% | 20023083 |
MRK Merck & Company, Inc. Common Stock (MRK) | Sale Owner: Spouse | $1,001 - $15,000 | 05/25/2023 | 06/06/2023 | -43.1% vs SPY +46.9% | -47.9% vs SPY +36.8% | 20023083 |
MCD McDonald's Corporation (MCD) | Sale Owner: Spouse | $1,001 - $15,000 | 05/25/2023 | 06/06/2023 | -0.1% vs SPY +89.9% | -0.9% vs SPY +83.9% | 20023083 |
MA Mastercard Incorporated (MA) | Sale Owner: Spouse | $1,001 - $15,000 | 05/25/2023 | 06/06/2023 | -78.6% vs SPY +11.4% | -77.9% vs SPY +6.8% | 20023083 |
LCID Lucid Group, Inc. (LCID) | Sale Owner: Joint | $1,001 - $15,000 | 05/25/2023 | 06/06/2023 | +96.0% vs SPY +186.0% | +95.3% vs SPY +180.0% | 20023083 |
JPM JP Morgan Chase & Co. (JPM) | Sale Owner: Spouse | $1,001 - $15,000 | 05/25/2023 | 06/06/2023 | -169.3% vs SPY -79.3% | -159.7% vs SPY -75.0% | 20023083 |
IPG Interpublic Group of Companies, Inc. (IPG) | Sale Owner: Spouse | $1,001 - $15,000 | 05/25/2023 | 06/06/2023 | n/a | n/a | 20023083 |
HCA HCA Healthcare, Inc. (HCA) | Sale Owner: Spouse | $1,001 - $15,000 | 05/25/2023 | 06/06/2023 | -80.1% vs SPY +9.9% | -73.9% vs SPY +10.8% | 20023083 |
HIG Hartford Financial Services Group, Inc. (HIG) | Sale Owner: Spouse | $1,001 - $15,000 | 05/25/2023 | 06/06/2023 | -110.0% vs SPY -20.0% | -99.6% vs SPY -14.9% | 20023083 |
GILD Gilead Sciences, Inc. (GILD) | Sale Owner: Spouse | $1,001 - $15,000 | 05/25/2023 | 06/06/2023 | -141.7% vs SPY -51.7% | -146.7% vs SPY -62.0% | 20023083 |
GIS General Mills, Inc. (GIS) | Sale Owner: Spouse | $1,001 - $15,000 | 05/25/2023 | 06/06/2023 | +52.5% vs SPY +142.5% | +50.7% vs SPY +135.4% | 20023083 |
FHN First Horizon Corporation (FHN) | Sale Owner: Spouse | $1,001 - $15,000 | 05/25/2023 | 06/06/2023 | -142.7% vs SPY -52.7% | -127.1% vs SPY -42.4% | 20023083 |
FITB Fifth Third Bancorp (FITB) | Sale Owner: Spouse | $1,001 - $15,000 | 05/25/2023 | 06/06/2023 | -146.1% vs SPY -56.1% | -127.4% vs SPY -42.6% | 20023083 |
ES Eversource Energy (ES) | Sale Owner: Spouse | $1,001 - $15,000 | 05/25/2023 | 06/06/2023 | -13.1% vs SPY +76.9% | -11.7% vs SPY +73.0% | 20023083 |
EQIX Equinix, Inc. (EQIX) | Sale Owner: Spouse | $1,001 - $15,000 | 05/25/2023 | 06/06/2023 | -53.5% vs SPY +36.5% | -47.0% vs SPY +37.8% | 20023083 |
ETR Entergy Corporation (ETR) | Sale Owner: Spouse | $1,001 - $15,000 | 05/25/2023 | 06/06/2023 | -149.8% vs SPY -59.7% | -139.7% vs SPY -55.0% | 20023083 |
EMR Emerson Electric Company (EMR) | Sale Owner: Spouse | $1,001 - $15,000 | 05/25/2023 | 06/06/2023 | -123.2% vs SPY -33.2% | -109.4% vs SPY -24.7% | 20023083 |
AEP American Electric Power Company, Inc. (AEP) | Sale Owner: Spouse | $1,001 - $15,000 | 05/25/2023 | 06/06/2023 | -77.2% vs SPY +12.8% | -72.9% vs SPY +11.9% | 20023083 |
EW Edwards Lifesciences Corporation (EW) | Sale Owner: Spouse | $1,001 - $15,000 | 05/25/2023 | 06/06/2023 | -16.6% vs SPY +73.4% | -14.0% vs SPY +70.7% | 20023083 |
DUK Duke Energy Corporation (DUK) | Sale Owner: Spouse | $1,001 - $15,000 | 05/25/2023 | 06/06/2023 | -61.1% vs SPY +28.9% | -56.4% vs SPY +28.3% | 20023083 |
D Dominion Energy, Inc. (D) | Sale Owner: Spouse | $1,001 - $15,000 | 05/25/2023 | 06/06/2023 | -56.7% vs SPY +33.3% | -47.0% vs SPY +37.7% | 20023083 |
DECK Deckers Outdoor Corporation (DECK) | Sale Owner: Joint | $1,001 - $15,000 | 05/25/2023 | 06/06/2023 | -12.1% vs SPY +77.9% | -1.3% vs SPY +83.4% | 20023083 |
DHR Danaher Corporation (DHR) | Sale Owner: Spouse | $1,001 - $15,000 | 05/25/2023 | 06/06/2023 | -14.9% vs SPY +75.1% | -11.5% vs SPY +73.2% | 20023083 |
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.