Elected Trades

All politicians

Zoe Lofgren

Estimate as of Nov 2, 2026

Democrat · House CA18

Wikipedia biography ↗Years Elected: About 31.8Rank: #126

Service dates

Federal elected service; earlier service not yet verified.

Estimated public-equity portfolio performance

1 year

11.16%

Cumulative estimated return

SPY: 10.27%
Outperformance: 0.89 percentage points

2025-10-31 – 2026-11-02

Missing information
  • 38 rows without a saved price.
  • 83 sales exceeding observed holdings (unmatched amount omitted).
  • 466 annual source rows remain unresolved or superseded; excluded from usable transactions.

3 years

4.05%

Cumulative estimated return

SPY: 74.60%
Outperformance: -70.55 percentage points

2023-11-02 – 2026-11-02

Missing information
  • 38 rows without a saved price.
  • 83 sales exceeding observed holdings (unmatched amount omitted).
  • 466 annual source rows remain unresolved or superseded; excluded from usable transactions.

5 years

69.65%

Cumulative estimated return

SPY: 62.83%
Outperformance: 6.82 percentage points

2021-11-02 – 2026-11-02

Missing information
  • 38 rows without a saved price.
  • 83 sales exceeding observed holdings (unmatched amount omitted).
  • 466 annual source rows remain unresolved or superseded; excluded from usable transactions.

As of Nov 2, 2026. 239 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.

AssetOwnerReported valuePurchasedPurchase priceLast closeCurrent 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 Nov 2, 2026
AssetOwnerEstimated unitsEstimated value
Lucid Group, Inc. (LCID) [ST]joint12.006222066595736903165481236.02
Accenture plc Class A Ordinary Shares (ACN) [ST]spouse2.56087561798842268840033249668.23
Adobe Inc. (ADBE) [ST]spouse3.36719665983688801074732544846.75
American Electric Power Company, Inc. (AEP) [ST]spouse71.544516252573124611039303029324.40
Amazon.com, Inc. (AMZN) [ST]spouse1.77144856146180445250109135435.12
ASML Holding N.V. - New York Registry Shares (ASML) [ST]spouse3.349718193222683812977710065112.14
BCE, Inc. (BCE) [ST]spouse4.484252320379804553352450892.69
Blackstone Inc. (BX) [ST]spouse12.058024259673978952736644681448.65
John Marshall Collins Rollover IRA ⇒ Chubb Limited (CB) [ST]spouse51.3972761146087626879095464518964.57
Comcast Corporation - Class A (CMCSA) [ST]spouse25.7389978470605348330643717614.39
CME Group Inc. - Class A (CME) [ST]spouse2.38125451429152538145796983729.24
Cisco Systems, Inc. (CSCO) [ST]spouse4.7610011211628172610781829483.77
Walt Disney Company (DIS) [ST]spouse1.31642104411991470124751306148.90
Equinix, Inc. (EQIX) [ST]spouse0.90197991684179422054877136896.29
Edwards Lifesciences Corporation (EW) [ST]spouse9.24563106804085059414487069862.25
John Marshall Collins Rollover IRA ⇒ Alphabet Inc. - Class A (GOOGL) [ST]spouse119.464831005159064947476089933329.49
John Marshall Collins Rollover IRA ⇒ International Paper Company (IP) [ST]spouse14.45278660121282125324862836529.55
John Marshall Collins Rollover IRA ⇒ Ingersoll-Rand plc (IR) [ST]spouse218.116139585605234460196292318044.75
JP Morgan Chase & Co. (JPM) [ST]spouse0.69040539929238968508653191235.14
KLA Corporation (KLAC) [ST]spouse217.967579348862552785724015833373.02
John Marshall Collins Rollover IRA ⇒ Kimberly-Clark Corporation (KMB) [ST]spouse58.164303889494729189385677946296.29
John Marshall Collins Rollover IRA ⇒ Facebook, Inc. - Class A (FB) [ST]spouse38.9792935444579780755176613923649.91
John Marshall Collins Rollover IRA ⇒ Magna International, Inc. (MGA) [ST]spouse145.88803792851932895696571859558.58
John Marshall Collins Rollover IRA ⇒ NetApp, Inc. (NTAP) [ST]spouse133.208458208458208458208458224678.20
John Marshall Collins Rollover IRA ⇒ Newell Brands Inc. (NWL) [ST]spouse38.26452599388379204892966361228.06
NXP Semiconductors N.V. (NXPI) [ST]spouse3.932754913732575241497165911011.66
Old Dominion Freight Line, Inc. (ODFL) [ST]spouse4.80071527550456271085556448846.03
ProLogis, Inc. (PLD) [ST]spouse5.38183930666344823700290312697.76
John Marshall Collins Rollover IRA ⇒ Prudential Financial, Inc. (PRU) [ST]spouse85.3477704288457435459782376810096.64
Roper Technologies, Inc. (ROP) [ST]spouse0.71477716791116218626611063342.76
Sonoco Products Company (SON) [ST]spouse11295.96626752684076463446568567170.47
S&P Global Inc. (SPGI) [ST]spouse1.64777526207627158774281287782.97
TransUnion (TRU) [ST]spouse28.19956928297040745483246372234.25
John Marshall Collins Rollover IRA ⇒ Union Pacific Corporation (UNP) [ST]spouse44.2530007190663200398252115713585.67
Visa Inc. (V) [ST]spouse2.692724587034779449817318161145.78
Zoetis Inc. Class A (ZTS) [ST]spouse6.17483591993730405970088606513.62

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. Unreconciled annual schedules and unmatched or ambiguous activity are omitted here.

TickerOwnerPurchase datePurchase priceSale dateSale priceReturn
No completed purchase/sale matches are available from the collected records.

All trades

166 public-equity trades. Annual rows are labeled as reconciled or unresolved; unresolved rows are excluded from usable transactions and scores. Superseded and unresolved reports remain in the disclosures below.

Clear Filters
Public-equity transactions, newest transaction dates first
TickerOwnerTransaction TypeTrade DateFound Date
GILD — Gilead Sciences, Inc. (GILD) [ST]SpousePurchase
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 5 · Ptr
spouse · P · $1,001 - $15,000

Sep 9, 2022Sep 12, 2026
PWR — Quanta Services, Inc. (PWR) [ST]SpousePurchase
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 6 · Ptr
spouse · P · $1,001 - $15,000

Sep 9, 2022Sep 12, 2026
AMAT — John Marshall Collins Rollover IRA ⇒ Applied Materials, Inc. (AMAT) [ST]SpouseSaleAnnual schedule; unresolved, excluded from usable transactions
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 10 · Annual
spouse · S · $1,001 - $15,000

Aug 25, 2022Sep 14, 2026
CRL — John Marshall Collins Rollover IRA ⇒ Charles River Laboratories International, Inc. (CRL) [ST]SpouseSaleAnnual schedule; unresolved, excluded from usable transactions
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 13 · Annual
spouse · S · $1,001 - $15,000

Aug 25, 2022Sep 14, 2026
EXPE — John Marshall Collins Rollover IRA ⇒ Expedia Group, Inc. (EXPE) [ST]SpouseSaleAnnual schedule; unresolved, excluded from usable transactions
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 16 · Annual
spouse · S · $1,001 - $15,000

Aug 25, 2022Sep 14, 2026
DIS — John Marshall Collins Rollover IRA ⇒ Walt Disney Company (DIS) [ST]SpousePurchaseAnnual schedule; unresolved, excluded from usable transactions
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 28 · Annual
spouse · P · $1,001 - $15,000

Aug 25, 2022Sep 14, 2026
EXPE — Expedia Group, Inc. (EXPE) [ST]SpouseSale
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 2 · Ptr
spouse · S · $1,001 - $15,000

Aug 25, 2022Sep 12, 2026
AMAT — Applied Materials, Inc. (AMAT) [ST]SpouseSale
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 1 · Ptr
spouse · S · $1,001 - $15,000

Aug 25, 2022Sep 12, 2026
CRL — Charles River Laboratories International, Inc. (CRL) [ST]SpouseSale
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 2 · Ptr
spouse · S · $1,001 - $15,000

Aug 25, 2022Sep 12, 2026
DIS — Walt Disney Company (DIS) [ST]SpousePurchase
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 3 · Ptr
spouse · P · $1,001 - $15,000

Aug 25, 2022Sep 12, 2026
ALLY — John Marshall Collins Rollover IRA ⇒ Ally Financial Inc. (ALLY) [ST]SpouseSaleAnnual schedule; unresolved, excluded from usable transactions
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 7 · Annual
spouse · S · $1,001 - $15,000

Jun 15, 2022Sep 14, 2026
ALLY — Ally Financial Inc. (ALLY) [ST]SpouseSale
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 1 · Ptr
spouse · S · $1,001 - $15,000

Jun 15, 2022Sep 12, 2026
SYF — John Marshall Collins Rollover IRA ⇒ Synchrony Financial (SYF) [ST]SpouseSaleAnnual schedule; unresolved, excluded from usable transactions
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 24 · Annual
spouse · S · $1,001 - $15,000

Apr 28, 2022Sep 14, 2026
SYF — Synchrony Financial (SYF) [ST]SpouseSale
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 2 · Ptr
spouse · S · $1,001 - $15,000

Apr 28, 2022Sep 12, 2026
UNP — John Marshall Collins Rollover IRA ⇒ Union Pacific Corporation (UNP) [ST]SpousePurchaseAnnual schedule; unresolved, excluded from usable transactions
Source rows (1)

$15,001 - $50,000

Original ↗ · Row 26 · Annual
spouse · P · $15,001 - $50,000

Apr 4, 2022Sep 14, 2026
KLAC — KLA Corporation (KLAC) [ST]SpousePurchase
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 1 · Ptr
spouse · P · $1,001 - $15,000

Apr 4, 2022Sep 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.

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