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
EQIX — Equinix, Inc. (EQIX) [ST]	Spouse	Sale Source rows (1) $1,001 - $15,000 Original ↗ · Row 43 · Ptr spouse · S · $1,001 - $15,000	May 25, 2023	Sep 12, 2026
ES — Eversource Energy (ES) [ST]	Spouse	Sale Source rows (1) $1,001 - $15,000 Original ↗ · Row 44 · Ptr spouse · S · $1,001 - $15,000	May 25, 2023	Sep 12, 2026
FITB — Fifth Third Bancorp (FITB) [ST]	Spouse	Sale Source rows (1) $1,001 - $15,000 Original ↗ · Row 45 · Ptr spouse · S · $1,001 - $15,000	May 25, 2023	Sep 12, 2026
FHN — First Horizon Corporation (FHN) [ST]	Spouse	Sale Source rows (1) $1,001 - $15,000 Original ↗ · Row 46 · Ptr spouse · S · $1,001 - $15,000	May 25, 2023	Sep 12, 2026
GIS — General Mills, Inc. (GIS) [ST]	Spouse	Sale Source rows (1) $1,001 - $15,000 Original ↗ · Row 47 · Ptr spouse · S · $1,001 - $15,000	May 25, 2023	Sep 12, 2026
GILD — Gilead Sciences, Inc. (GILD) [ST]	Spouse	Sale Source rows (1) $1,001 - $15,000 Original ↗ · Row 48 · Ptr spouse · S · $1,001 - $15,000	May 25, 2023	Sep 12, 2026
HIG — Hartford Financial Services Group, Inc. (HIG) [ST]	Spouse	Sale Source rows (1) $1,001 - $15,000 Original ↗ · Row 49 · Ptr spouse · S · $1,001 - $15,000	May 25, 2023	Sep 12, 2026
HCA — HCA Healthcare, Inc. (HCA) [ST]	Spouse	Sale Source rows (1) $1,001 - $15,000 Original ↗ · Row 50 · Ptr spouse · S · $1,001 - $15,000	May 25, 2023	Sep 12, 2026
IPG — Interpublic Group of Companies, Inc. (IPG) [ST]	Spouse	Sale Source rows (1) $1,001 - $15,000 Original ↗ · Row 51 · Ptr spouse · S · $1,001 - $15,000	May 25, 2023	Sep 12, 2026
JPM — JP Morgan Chase & Co. (JPM) [ST]	Spouse	Sale Source rows (1) $1,001 - $15,000 Original ↗ · Row 53 · Ptr spouse · S · $1,001 - $15,000	May 25, 2023	Sep 12, 2026
LCID — Lucid Group, Inc. (LCID) [ST]	Joint	Sale Source rows (1) $1,001 - $15,000 Original ↗ · Row 55 · Ptr joint · S · $1,001 - $15,000	May 25, 2023	Sep 12, 2026
MA — Mastercard Incorporated (MA) [ST]	Spouse	Sale Source rows (1) $1,001 - $15,000 Original ↗ · Row 56 · Ptr spouse · S · $1,001 - $15,000	May 25, 2023	Sep 12, 2026
MCD — McDonald's Corporation (MCD) [ST]	Spouse	Sale Source rows (1) $1,001 - $15,000 Original ↗ · Row 57 · Ptr spouse · S · $1,001 - $15,000	May 25, 2023	Sep 12, 2026
MRK — Merck & Company, Inc. Common Stock (MRK) [ST]	Spouse	Sale Source rows (1) $1,001 - $15,000 Original ↗ · Row 58 · Ptr spouse · S · $1,001 - $15,000	May 25, 2023	Sep 12, 2026
MET — MetLife, Inc. (MET) [ST]	Spouse	Sale Source rows (1) $1,001 - $15,000 Original ↗ · Row 59 · Ptr spouse · S · $1,001 - $15,000	May 25, 2023	Sep 12, 2026
MAA — Mid-America Apartment Communities, Inc. (MAA) [ST]	Spouse	Sale Source rows (1) $1,001 - $15,000 Original ↗ · Row 60 · Ptr spouse · S · $1,001 - $15,000	May 25, 2023	Sep 12, 2026
NEE — NextEra Energy, Inc. (NEE) [ST]	Spouse	Sale Source rows (1) $1,001 - $15,000 Original ↗ · Row 63 · Ptr spouse · S · $1,001 - $15,000	May 25, 2023	Sep 12, 2026
NNN — NNN REIT, Inc. (NNN) [ST]	Spouse	Sale Source rows (1) $1,001 - $15,000 Original ↗ · Row 64 · Ptr spouse · S · $1,001 - $15,000	May 25, 2023	Sep 12, 2026
NXPI — NXP Semiconductors N.V. (NXPI) [ST]	Spouse	Sale Source rows (1) $1,001 - $15,000 Original ↗ · Row 65 · Ptr spouse · S · $1,001 - $15,000	May 25, 2023	Sep 12, 2026
ODFL — Old Dominion Freight Line, Inc. (ODFL) [ST]	Spouse	Sale Source rows (1) $1,001 - $15,000 Original ↗ · Row 66 · Ptr spouse · S · $1,001 - $15,000	May 25, 2023	Sep 12, 2026
PAYX — Paychex, Inc. (PAYX) [ST]	Spouse	Sale Source rows (1) $1,001 - $15,000 Original ↗ · Row 69 · Ptr spouse · S · $1,001 - $15,000	May 25, 2023	Sep 12, 2026
PEP — Pepsico, Inc. (PEP) [ST]	Spouse	Sale Source rows (1) $1,001 - $15,000 Original ↗ · Row 70 · Ptr spouse · S · $1,001 - $15,000	May 25, 2023	Sep 12, 2026
PG — Procter & Gamble Company (PG) [ST]	Spouse	Sale Source rows (1) $1,001 - $15,000 Original ↗ · Row 72 · Ptr spouse · S · $1,001 - $15,000	May 25, 2023	Sep 12, 2026
PLD — ProLogis, Inc. (PLD) [ST]	Spouse	Sale Source rows (1) $1,001 - $15,000 Original ↗ · Row 73 · Ptr spouse · S · $1,001 - $15,000	May 25, 2023	Sep 12, 2026
QCOM — QUALCOMM Incorporated (QCOM) [ST]	Spouse	Sale Source rows (1) $1,001 - $15,000 Original ↗ · Row 74 · Ptr spouse · S · $1,001 - $15,000	May 25, 2023	Sep 12, 2026
PWR — Quanta Services, Inc. (PWR) [ST]	Spouse	Sale Source rows (1) $1,001 - $15,000 Original ↗ · Row 75 · Ptr spouse · S · $1,001 - $15,000	May 25, 2023	Sep 12, 2026
ROP — Roper Technologies, Inc. (ROP) [ST]	Spouse	Sale Source rows (1) $1,001 - $15,000 Original ↗ · Row 76 · Ptr spouse · S · $1,001 - $15,000	May 25, 2023	Sep 12, 2026
SPGI — S&P Global Inc. (SPGI) [ST]	Spouse	Sale Source rows (1) $1,001 - $15,000 Original ↗ · Row 77 · Ptr spouse · S · $1,001 - $15,000	May 25, 2023	Sep 12, 2026
SHW — Sherwin-Williams Company (SHW) [ST]	Spouse	Sale Source rows (1) $1,001 - $15,000 Original ↗ · Row 78 · Ptr spouse · S · $1,001 - $15,000	May 25, 2023	Sep 12, 2026
SON — Sonoco Products Company (SON) [ST]	Spouse	Sale Source rows (1) $1,001 - $15,000 Original ↗ · Row 79 · Ptr spouse · S · $1,001 - $15,000	May 25, 2023	Sep 12, 2026
SO — Southern Company (SO) [ST]	Joint	Sale Source rows (1) $15,001 - $50,000 Original ↗ · Row 80 · Ptr joint · S · $15,001 - $50,000	May 25, 2023	Sep 12, 2026
SBUX — Starbucks Corporation (SBUX) [ST]	Spouse	Sale Source rows (1) $1,001 - $15,000 Original ↗ · Row 81 · Ptr spouse · S · $1,001 - $15,000	May 25, 2023	Sep 12, 2026
TMO — Thermo Fisher Scientific Inc (TMO) [ST]	Spouse	Sale Source rows (1) $1,001 - $15,000 Original ↗ · Row 82 · Ptr spouse · S · $1,001 - $15,000	May 25, 2023	Sep 12, 2026
TJX — TJX Companies, Inc. (TJX) [ST]	Spouse	Sale Source rows (1) $1,001 - $15,000 Original ↗ · Row 83 · Ptr spouse · S · $1,001 - $15,000	May 25, 2023	Sep 12, 2026
TMUS — T-Mobile US, Inc. (TMUS) [ST]	Spouse	Sale Source rows (1) $1,001 - $15,000 Original ↗ · Row 84 · Ptr spouse · S · $1,001 - $15,000	May 25, 2023	Sep 12, 2026
TT — Trane Technologies plc (TT) [ST]	Spouse	Sale Source rows (1) $1,001 - $15,000 Original ↗ · Row 85 · Ptr spouse · S · $1,001 - $15,000	May 25, 2023	Sep 12, 2026
TRU — TransUnion (TRU) [ST]	Spouse	Sale Source rows (1) $1,001 - $15,000 Original ↗ · Row 86 · Ptr spouse · S · $1,001 - $15,000	May 25, 2023	Sep 12, 2026
UNH — UnitedHealth Group Incorporated Common Stock (UNH) [ST]	Spouse	Sale Source rows (1) $1,001 - $15,000 Original ↗ · Row 89 · Ptr spouse · S · $1,001 - $15,000	May 25, 2023	Sep 12, 2026
VZ — Verizon Communications Inc. (VZ) [ST]	Spouse	Sale Source rows (1) $1,001 - $15,000 Original ↗ · Row 91 · Ptr spouse · S · $1,001 - $15,000	May 25, 2023	Sep 12, 2026
V — Visa Inc. (V) [ST]	Spouse	Sale Source rows (1) $1,001 - $15,000 Original ↗ · Row 93 · Ptr spouse · S · $1,001 - $15,000	May 25, 2023	Sep 12, 2026
DIS — Walt Disney Company (DIS) [ST]	Spouse	Sale Source rows (1) $1,001 - $15,000 Original ↗ · Row 95 · Ptr spouse · S · $1,001 - $15,000	May 25, 2023	Sep 12, 2026
ZTS — Zoetis Inc. Class A (ZTS) [ST]	Spouse	Sale Source rows (1) $1,001 - $15,000 Original ↗ · Row 98 · Ptr spouse · S · $1,001 - $15,000	May 25, 2023	Sep 12, 2026
BUD — John Marshall Collins Rollover IRA ⇒ Anheuser-Busch Inbev SA Sponsored ADR (BUD) [ST]	Spouse	PurchaseAnnual schedule; may repeat a PTR Source rows (1) $1,001 - $15,000 Original ↗ · Row 9 · Annual spouse · P · $1,001 - $15,000	Sep 9, 2022	Sep 14, 2026
BAC — John Marshall Collins Rollover IRA ⇒ Bank of America Corporation (BAC) [ST]	Spouse	PurchaseAnnual schedule; may repeat a PTR Source rows (1) $1,001 - $15,000 Original ↗ · Row 11 · Annual spouse · P · $1,001 - $15,000	Sep 9, 2022	Sep 14, 2026
BDX — John Marshall Collins Rollover IRA ⇒ Becton, Dickinson and Company (BDX) [ST]	Spouse	PurchaseAnnual schedule; may repeat a PTR Source rows (1) $1,001 - $15,000 Original ↗ · Row 12 · Annual spouse · P · $1,001 - $15,000	Sep 9, 2022	Sep 14, 2026
GILD — John Marshall Collins Rollover IRA ⇒ Gilead Sciences, Inc. (GILD) [ST]	Spouse	PurchaseAnnual schedule; may repeat a PTR Source rows (1) $1,001 - $15,000 Original ↗ · Row 17 · Annual spouse · P · $1,001 - $15,000	Sep 9, 2022	Sep 14, 2026
PWR — John Marshall Collins Rollover IRA ⇒ Quanta Services, Inc. (PWR) [ST]	Spouse	PurchaseAnnual schedule; may repeat a PTR Source rows (1) $1,001 - $15,000 Original ↗ · Row 22 · Annual spouse · P · $1,001 - $15,000	Sep 9, 2022	Sep 14, 2026
BUD — Anheuser-Busch Inbev SA Sponsored ADR (BUD) [ST]	Spouse	Purchase Source rows (1) $1,001 - $15,000 Original ↗ · Row 2 · Ptr spouse · P · $1,001 - $15,000	Sep 9, 2022	Sep 12, 2026
BAC — Bank of America Corporation (BAC) [ST]	Spouse	Purchase Source rows (1) $1,001 - $15,000 Original ↗ · Row 3 · Ptr spouse · P · $1,001 - $15,000	Sep 9, 2022	Sep 12, 2026
BDX — Becton, Dickinson and Company (BDX) [ST]	Spouse	Purchase Source rows (1) $1,001 - $15,000 Original ↗ · Row 4 · Ptr spouse · P · $1,001 - $15,000	Sep 9, 2022	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