Zoe Lofgren

Updated Sep 14, 2026

Democrat · House CA18

Wikipedia biography ↗Years Elected: About 31.6Rank: #112

Service dates

Federal elected service; earlier service not yet verified.

Jan 4, 1995 – Jan 3, 1997
Jan 7, 1997 – Jan 3, 1999
Jan 6, 1999 – Jan 3, 2003
Jan 7, 2003 – Jan 3, 2005
Jan 4, 2005 – Jan 3, 2007
Jan 4, 2007 – Jan 3, 2009
Jan 6, 2009 – Jan 3, 2011
Jan 5, 2011 – Jan 3, 2015
Jan 6, 2015 – Sep 16, 2026

Estimated public-equity portfolio performance

1 year

2.25%

Cumulative estimated return

SPY: 14.60%
Outperformance: -12.35 percentage points

2025-09-15 – 2026-09-15

Missing information

68 trades outside the available price history.
34 rows without a saved price.
42 sales exceeding observed holdings (unmatched amount omitted).

3 years

6.93%

Cumulative estimated return

SPY: 70.83%
Outperformance: -63.90 percentage points

2023-09-15 – 2026-09-15

Missing information

68 trades outside the available price history.
34 rows without a saved price.
42 sales exceeding observed holdings (unmatched amount omitted).

5 years

-4.71%

Cumulative estimated return

SPY: 69.11%
Outperformance: -73.82 percentage points

2021-09-15 – 2026-09-15

Missing information

68 trades outside the available price history.
34 rows without a saved price.
42 sales exceeding observed holdings (unmatched amount omitted).

As of Sep 15, 2026. 236 parsed trades. Ranks use three-year return.

How estimates are calculated

Returns use correctly parsed individual-stock holdings, purchases and sales, with Tradier prices for unsold positions. Bounded reported amounts use their midpoint; trades reported as “over $5 million” use $5 million. Daily returns exclude cash contributions and holdings-value reconciliations. Sale proceeds remain as cash. Unparsed records and entries without usable amounts or prices are omitted; no missing trades or holdings are invented. Sales can only reduce observed holdings. The dates on each card show the available calculation period, which can be shorter than the requested period. These are estimates of the parsed portion of the portfolio, not verified brokerage returns.

Current holdings

Last reported holdings valued Dec 31, 2025. Original disclosure ↗. These are reported positions, not a live account balance.

This extraction is incomplete or awaiting reconciliation. The source may contain additional holdings.

Asset	Owner	Reported value	Purchased	Purchase price	Last close	Current ROI
No individual public-equity holdings are identified in this disclosure.

ROI is the price change from the latest matched, unsold purchase to the last stored close, as on the ticker page. Purchase prices are that day’s closing prices. Missing acquisition or price evidence is unavailable; dividends are excluded.

Estimated positions as of Sep 15, 2026

Asset	Owner	Estimated units	Estimated value
CME group Inc. - Class A (CME) [ST]	joint	40.48426272644469183281044429	11136.82
Lucid Group, Inc. (LCID) [ST]	joint	12.0062220665957369031654812	49.47
Accenture plc Class A Ordinary Shares (ACN) [ST]	spouse	2.56087561798842268840033249	495.27
ASML Holding N.V. - New York Registry Shares (ASML) [ST]	spouse	3.34971819322268381297771006	5331.01
Comcast Corporation - Class A (CMCSA) [ST]	spouse	25.7389969740691098588320254	628.55
CME Group Inc. - Class A (CME) [ST]	spouse	2.38125451429152538145796983	655.06
Walt Disney Company (DIS) [ST]	spouse	1.31642104411991470124751306	140.09
John Marshall Collins Rollover IRA ⇒ Expedia Group, Inc. (EXPE) [ST]	spouse	44.27014165559982293050022134	12974.69
TransUnion (TRU) [ST]	spouse	28.1995692829704074548324637	2171.93

Completed trades

Estimated purchase/sale matches from accepted transaction reports. Closing prices and reported amount midpoints estimate shares, with oldest purchases matched first within the same stock, owner and disclosed account. A row may represent a partial sale. These are price returns, not verified execution prices or brokerage returns; dividends are excluded. Annual schedules and unmatched or ambiguous activity are omitted here.

Ticker	Owner	Purchase date	Purchase price	Sale date	Sale price	Return
No completed purchase/sale matches are available from the collected records.

All trades

241 public-equity trades. Annual schedule rows are labeled because they may repeat transaction reports. Superseded and unresolved reports remain in the disclosures below.

Public-equity transactions, newest transaction dates first
Ticker	Owner	Transaction Type	Trade Date	Found Date
PAYX — John Marshall Collins Rollover IRA ⇒ Paychex, Inc. (PAYX) [ST]	Spouse	SaleAnnual schedule; may repeat a PTR Source rows (1) $1,001 - $15,000 Original ↗ · Row 102 · Annual spouse · S · $1,001 - $15,000	May 25, 2023	Sep 14, 2026
PEP — John Marshall Collins Rollover IRA ⇒ Pepsico, Inc. (PEP) [ST]	Spouse	SaleAnnual schedule; may repeat a PTR Source rows (1) $1,001 - $15,000 Original ↗ · Row 103 · Annual spouse · S · $1,001 - $15,000	May 25, 2023	Sep 14, 2026
PG — John Marshall Collins Rollover IRA ⇒ Procter & Gamble Company (PG) [ST]	Spouse	SaleAnnual schedule; may repeat a PTR Source rows (1) $1,001 - $15,000 Original ↗ · Row 105 · Annual spouse · S · $1,001 - $15,000	May 25, 2023	Sep 14, 2026
PLD — John Marshall Collins Rollover IRA ⇒ ProLogis, Inc. (PLD) [ST]	Spouse	SaleAnnual schedule; may repeat a PTR Source rows (1) $1,001 - $15,000 Original ↗ · Row 106 · Annual spouse · S · $1,001 - $15,000	May 25, 2023	Sep 14, 2026
QCOM — John Marshall Collins Rollover IRA ⇒ QUALCOMM Incorporated (QCOM) [ST]	Spouse	SaleAnnual schedule; may repeat a PTR Source rows (1) $1,001 - $15,000 Original ↗ · Row 108 · Annual spouse · S · $1,001 - $15,000	May 25, 2023	Sep 14, 2026
PWR — John Marshall Collins Rollover IRA ⇒ Quanta Services, Inc. (PWR) [ST]	Spouse	SaleAnnual schedule; may repeat a PTR Source rows (1) $1,001 - $15,000 Original ↗ · Row 109 · Annual spouse · S · $1,001 - $15,000	May 25, 2023	Sep 14, 2026
ROP — John Marshall Collins Rollover IRA ⇒ Roper Technologies, Inc. (ROP) [ST]	Spouse	SaleAnnual schedule; may repeat a PTR Source rows (1) $1,001 - $15,000 Original ↗ · Row 110 · Annual spouse · S · $1,001 - $15,000	May 25, 2023	Sep 14, 2026
SPGI — John Marshall Collins Rollover IRA ⇒ S&P Global Inc. (SPGI) [ST]	Spouse	SaleAnnual schedule; may repeat a PTR Source rows (1) $1,001 - $15,000 Original ↗ · Row 111 · Annual spouse · S · $1,001 - $15,000	May 25, 2023	Sep 14, 2026
SHW — John Marshall Collins Rollover IRA ⇒ Sherwin-Williams Company (SHW) [ST]	Spouse	SaleAnnual schedule; may repeat a PTR Source rows (1) $1,001 - $15,000 Original ↗ · Row 112 · Annual spouse · S · $1,001 - $15,000	May 25, 2023	Sep 14, 2026
SON — John Marshall Collins Rollover IRA ⇒ Sonoco Products Company (SON) [ST]	Spouse	SaleAnnual schedule; may repeat a PTR Source rows (1) $1,001 - $15,000 Original ↗ · Row 113 · Annual spouse · S · $1,001 - $15,000	May 25, 2023	Sep 14, 2026
SBUX — John Marshall Collins Rollover IRA ⇒ Starbucks Corporation (SBUX) [ST]	Spouse	SaleAnnual schedule; may repeat a PTR Source rows (1) $1,001 - $15,000 Original ↗ · Row 115 · Annual spouse · S · $1,001 - $15,000	May 25, 2023	Sep 14, 2026
TMO — John Marshall Collins Rollover IRA ⇒ Thermo Fisher Scientific Inc (TMO) [ST]	Spouse	SaleAnnual schedule; may repeat a PTR Source rows (1) $1,001 - $15,000 Original ↗ · Row 118 · Annual spouse · S · $1,001 - $15,000	May 25, 2023	Sep 14, 2026
TJX — John Marshall Collins Rollover IRA ⇒ TJX Companies, Inc. (TJX) [ST]	Spouse	SaleAnnual schedule; may repeat a PTR Source rows (1) $1,001 - $15,000 Original ↗ · Row 119 · Annual spouse · S · $1,001 - $15,000	May 25, 2023	Sep 14, 2026
TMUS — John Marshall Collins Rollover IRA ⇒ T-Mobile US, Inc. (TMUS) [ST]	Spouse	SaleAnnual schedule; may repeat a PTR Source rows (1) $1,001 - $15,000 Original ↗ · Row 120 · Annual spouse · S · $1,001 - $15,000	May 25, 2023	Sep 14, 2026
TT — John Marshall Collins Rollover IRA ⇒ Trane Technologies plc (TT) [ST]	Spouse	SaleAnnual schedule; may repeat a PTR Source rows (1) $1,001 - $15,000 Original ↗ · Row 121 · Annual spouse · S · $1,001 - $15,000	May 25, 2023	Sep 14, 2026
TRU — John Marshall Collins Rollover IRA ⇒ TransUnion (TRU) [ST]	Spouse	SaleAnnual schedule; may repeat a PTR Source rows (1) $1,001 - $15,000 Original ↗ · Row 122 · Annual spouse · S · $1,001 - $15,000	May 25, 2023	Sep 14, 2026
UNH — John Marshall Collins Rollover IRA ⇒ UnitedHealth Group Incorporated Common Stock (UNH) [ST]	Spouse	SaleAnnual schedule; may repeat a PTR Source rows (1) $1,001 - $15,000 Original ↗ · Row 125 · Annual spouse · S · $1,001 - $15,000	May 25, 2023	Sep 14, 2026
VZ — John Marshall Collins Rollover IRA ⇒ Verizon Communications Inc. (VZ) [ST]	Spouse	SaleAnnual schedule; may repeat a PTR Source rows (1) $1,001 - $15,000 Original ↗ · Row 130 · Annual spouse · S · $1,001 - $15,000	May 25, 2023	Sep 14, 2026
V — John Marshall Collins Rollover IRA ⇒ Visa Inc. (V) [ST]	Spouse	SaleAnnual schedule; may repeat a PTR Source rows (1) $1,001 - $15,000 Original ↗ · Row 132 · Annual spouse · S · $1,001 - $15,000	May 25, 2023	Sep 14, 2026
DIS — John Marshall Collins Rollover IRA ⇒ Walt Disney Company (DIS) [ST]	Spouse	SaleAnnual schedule; may repeat a PTR Source rows (1) $1,001 - $15,000 Original ↗ · Row 134 · Annual spouse · S · $1,001 - $15,000	May 25, 2023	Sep 14, 2026
ZTS — John Marshall Collins Rollover IRA ⇒ Zoetis Inc. Class A (ZTS) [ST]	Spouse	SaleAnnual schedule; may repeat a PTR Source rows (1) $1,001 - $15,000 Original ↗ · Row 137 · Annual spouse · S · $1,001 - $15,000	May 25, 2023	Sep 14, 2026
ACN — Accenture plc Class A Ordinary Shares (ACN) [ST]	Spouse	Sale Source rows (1) $1,001 - $15,000 Original ↗ · Row 2 · Ptr spouse · S · $1,001 - $15,000	May 25, 2023	Sep 12, 2026
ADBE — Adobe Inc. (ADBE) [ST]	Spouse	Sale Source rows (1) $1,001 - $15,000 Original ↗ · Row 3 · Ptr spouse · S · $1,001 - $15,000	May 25, 2023	Sep 12, 2026
AEP — American Electric Power Company, Inc. (AEP) [ST]	Spouse	Sale Source rows (1) $1,001 - $15,000 Original ↗ · Row 5 · Ptr spouse · S · $1,001 - $15,000	May 25, 2023	Sep 12, 2026
AWK — American Water Works Company, Inc. (AWK) [ST]	Spouse	Sale Source rows (1) $1,001 - $15,000 Original ↗ · Row 8 · Ptr spouse · S · $1,001 - $15,000	May 25, 2023	Sep 12, 2026
BUD — Anheuser-Busch Inbev SA Sponsored ADR (BUD) [ST]	Spouse	Sale Source rows (1) $1,001 - $15,000 Original ↗ · Row 9 · Ptr spouse · S · $1,001 - $15,000	May 25, 2023	Sep 12, 2026
AON — Aon plc Class A Ordinary Shares (AON) [ST]	Spouse	Sale Source rows (1) $1,001 - $15,000 Original ↗ · Row 11 · Ptr spouse · S · $1,001 - $15,000	May 25, 2023	Sep 12, 2026
ASML — ASML Holding N.V. - New York Registry Shares (ASML) [ST]	Spouse	Sale Source rows (1) $1,001 - $15,000 Original ↗ · Row 14 · Ptr spouse · S · $1,001 - $15,000	May 25, 2023	Sep 12, 2026
T — AT&T Inc. (T) [ST]	Spouse	Sale Source rows (1) $1,001 - $15,000 Original ↗ · Row 15 · Ptr spouse · S · $1,001 - $15,000	May 25, 2023	Sep 12, 2026
AGR — Avangrid, Inc. (AGR) [ST]	Spouse	Sale Source rows (1) $1,001 - $15,000 Original ↗ · Row 16 · Ptr spouse · S · $1,001 - $15,000	May 25, 2023	Sep 12, 2026
BAC — Bank of America Corporation (BAC) [ST]	Spouse	Sale Source rows (1) $1,001 - $15,000 Original ↗ · Row 17 · Ptr spouse · S · $1,001 - $15,000	May 25, 2023	Sep 12, 2026
BCE — BCE, Inc. (BCE) [ST]	Spouse	Sale Source rows (1) $1,001 - $15,000 Original ↗ · Row 20 · Ptr spouse · S · $1,001 - $15,000	May 25, 2023	Sep 12, 2026
BDX — Becton, Dickinson and Company (BDX) [ST]	Spouse	Sale Source rows (1) $1,001 - $15,000 Original ↗ · Row 21 · Ptr spouse · S · $1,001 - $15,000	May 25, 2023	Sep 12, 2026
BRK.B — Berkshire Hathaway Inc. New (BRK.B) [ST]	Spouse	Sale Source rows (1) $1,001 - $15,000 Original ↗ · Row 22 · Ptr spouse · S · $1,001 - $15,000	May 25, 2023	Sep 12, 2026
BX — Blackstone Inc. (BX) [ST]	Spouse	Sale Source rows (1) $1,001 - $15,000 Original ↗ · Row 23 · Ptr spouse · S · $1,001 - $15,000	May 25, 2023	Sep 12, 2026
CINF — Cincinnati Financial Corporation (CINF) [ST]	Spouse	Sale Source rows (1) $1,001 - $15,000 Original ↗ · Row 25 · Ptr spouse · S · $1,001 - $15,000	May 25, 2023	Sep 12, 2026
CTAS — Cintas Corporation (CTAS) [ST]	Spouse	Sale Source rows (1) $1,001 - $15,000 Original ↗ · Row 26 · Ptr spouse · S · $1,001 - $15,000	May 25, 2023	Sep 12, 2026
CSCO — Cisco Systems, Inc. (CSCO) [ST]	Spouse	Sale Source rows (1) $1,001 - $15,000 Original ↗ · Row 27 · Ptr spouse · S · $1,001 - $15,000	May 25, 2023	Sep 12, 2026
CME — CME Group Inc. - Class A (CME) [ST]	Spouse	Sale Source rows (1) $1,001 - $15,000 Original ↗ · Row 30 · Ptr spouse · S · $1,001 - $15,000	May 25, 2023	Sep 12, 2026
KO — Coca-Cola Company (KO) [ST]	Spouse	Sale Source rows (1) $1,001 - $15,000 Original ↗ · Row 31 · Ptr spouse · S · $1,001 - $15,000	May 25, 2023	Sep 12, 2026
CMCSA — Comcast Corporation - Class A (CMCSA) [ST]	Spouse	Sale Source rows (1) $1,001 - $15,000 Original ↗ · Row 32 · Ptr spouse · S · $1,001 - $15,000	May 25, 2023	Sep 12, 2026
COST — Costco Wholesale Corporation (COST) [ST]	Spouse	Sale Source rows (1) $1,001 - $15,000 Original ↗ · Row 33 · Ptr spouse · S · $1,001 - $15,000	May 25, 2023	Sep 12, 2026
CCI — Crown Castle Inc. (CCI) [ST]	Spouse	Sale Source rows (1) $1,001 - $15,000 Original ↗ · Row 34 · Ptr spouse · S · $1,001 - $15,000	May 25, 2023	Sep 12, 2026
DHR — Danaher Corporation (DHR) [ST]	Spouse	Sale Source rows (1) $1,001 - $15,000 Original ↗ · Row 36 · Ptr spouse · S · $1,001 - $15,000	May 25, 2023	Sep 12, 2026
DECK — Deckers Outdoor Corporation (DECK) [ST]	Joint	Sale Source rows (1) $1,001 - $15,000 Original ↗ · Row 37 · Ptr joint · S · $1,001 - $15,000	May 25, 2023	Sep 12, 2026
D — Dominion Energy, Inc. (D) [ST]	Spouse	Sale Source rows (1) $1,001 - $15,000 Original ↗ · Row 38 · Ptr spouse · S · $1,001 - $15,000	May 25, 2023	Sep 12, 2026
DUK — Duke Energy Corporation (DUK) [ST]	Spouse	Sale Source rows (1) $1,001 - $15,000 Original ↗ · Row 39 · Ptr spouse · S · $1,001 - $15,000	May 25, 2023	Sep 12, 2026
EW — Edwards Lifesciences Corporation (EW) [ST]	Spouse	Sale Source rows (1) $1,001 - $15,000 Original ↗ · Row 40 · Ptr spouse · S · $1,001 - $15,000	May 25, 2023	Sep 12, 2026
EMR — Emerson Electric Company (EMR) [ST]	Spouse	Sale Source rows (1) $1,001 - $15,000 Original ↗ · Row 41 · Ptr spouse · S · $1,001 - $15,000	May 25, 2023	Sep 12, 2026
ETR — Entergy Corporation (ETR) [ST]	Spouse	Sale Source rows (1) $1,001 - $15,000 Original ↗ · Row 42 · Ptr spouse · S · $1,001 - $15,000	May 25, 2023	Sep 12, 2026

All disclosures

36 collected financial disclosures. Collection does not establish complete lifetime activity; missing source years and request-only documents may leave gaps.

Filed	Report	Holdings date	Availability
Aug 10, 2026	Zoe Lofgren — Financial disclosure (A) filed 2026-08-10 Financial	Not established	Needs review
Aug 10, 2026	Zoe Lofgren — Annual report filed 2026-08-10 Annual	Dec 31, 2025	Needs review
Apr 1, 2026	Zoe Lofgren — Financial disclosure (X) filed 2026-04-01 Financial	Not established	Parsed
Jan 6, 2026	Zoe Lofgren — PTR filed 2026-01-06 Ptr	Not established	Parsed
May 9, 2025	Zoe Lofgren — Annual report filed 2025-05-09 Annual	Dec 31, 2024	Needs review
Aug 13, 2024	Zoe Lofgren — Annual report filed 2024-08-13 Annual	Dec 31, 2023	Needs review
Apr 16, 2024	Zoe Lofgren — Financial disclosure (X) filed 2024-04-16 Financial	Not established	Parsed
Aug 10, 2023	Zoe Lofgren — Annual report filed 2023-08-10 Annual	Dec 31, 2022	Needs review
Jun 16, 2023	Zoe Lofgren — Financial disclosure (X) filed 2023-06-16 Financial	Not established	Parsed
Jun 6, 2023	Zoe Lofgren — PTR filed 2023-06-06 Ptr	Not established	Parsed
May 15, 2023	Zoe Lofgren — PTR filed 2023-05-15 Ptr	Not established	Needs review
May 8, 2023	Zoe Lofgren — Financial disclosure (X) filed 2023-05-08 Financial	Not established	Parsed
Nov 10, 2022	Zoe Lofgren — PTR filed 2022-11-10 Ptr	Not established	Parsed
Oct 11, 2022	Zoe Lofgren — PTR filed 2022-10-11 Ptr	Not established	Parsed
Oct 6, 2022	Zoe Lofgren — PTR filed 2022-10-06 Ptr	Not established	Needs review
Sep 13, 2022	Zoe Lofgren — PTR filed 2022-09-13 Ptr	Not established	Parsed
Aug 11, 2022	Zoe Lofgren — Annual report filed 2022-08-11 Annual	Dec 31, 2021	Needs review
Aug 8, 2022	Zoe Lofgren — PTR filed 2022-08-08 Ptr	Not established	Parsed
Jul 13, 2022	Zoe Lofgren — PTR filed 2022-07-13 Ptr	Not established	Parsed
Jun 16, 2022	Zoe Lofgren — Financial disclosure (X) filed 2022-06-16 Financial	Not established	Parsed
May 10, 2022	Zoe Lofgren — PTR filed 2022-05-10 Ptr	Not established	Parsed
May 6, 2022	Zoe Lofgren — Financial disclosure (X) filed 2022-05-06 Financial	Not established	Parsed
Apr 11, 2022	Zoe Lofgren — PTR filed 2022-04-11 Ptr	Not established	Parsed
Jan 7, 2022	Zoe Lofgren — PTR filed 2022-01-07 Ptr	Not established	Parsed
Nov 3, 2021	Zoe Lofgren — PTR filed 2021-11-03 Ptr	Not established	Parsed
Oct 7, 2021	Zoe Lofgren — PTR filed 2021-10-07 Ptr	Not established	Parsed
Sep 10, 2021	Zoe Lofgren — PTR filed 2021-09-10 Ptr	Not established	Parsed
Aug 4, 2021	Zoe Lofgren — Annual report filed 2021-08-04 Annual	Dec 31, 2020	Needs review
Apr 26, 2021	Zoe Lofgren — Financial disclosure (X) filed 2021-04-26 Financial	Not established	Parsed
Aug 12, 2020	Zoe Lofgren — PTR filed 2020-08-12 Ptr	Not established	Parsed
Jul 27, 2020	Zoe Lofgren — Financial disclosure (A) filed 2020-07-27 Financial	Not established	Needs review
Jul 24, 2020	Zoe Lofgren — Annual report filed 2020-07-24 Annual	Dec 31, 2019	Needs review
Jul 8, 2020	Zoe Lofgren — PTR filed 2020-07-08 Ptr	Not established	Parsed
Apr 15, 2020	Zoe Lofgren — Financial disclosure (X) filed 2020-04-15 Financial	Not established	Parsed
Apr 11, 2020	Zoe Lofgren — PTR filed 2020-04-11 Ptr	Not established	Parsed
Mar 10, 2020	Zoe Lofgren — PTR filed 2020-03-10 Ptr	Not established	Parsed