Elected Trades

All politicians

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.

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.

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 Sep 15, 2026
AssetOwnerEstimated unitsEstimated value
CME group Inc. - Class A (CME) [ST]joint40.4842627264446918328104442911136.82
Lucid Group, Inc. (LCID) [ST]joint12.006222066595736903165481249.47
Accenture plc Class A Ordinary Shares (ACN) [ST]spouse2.56087561798842268840033249495.27
ASML Holding N.V. - New York Registry Shares (ASML) [ST]spouse3.349718193222683812977710065331.01
Comcast Corporation - Class A (CMCSA) [ST]spouse25.7389969740691098588320254628.55
CME Group Inc. - Class A (CME) [ST]spouse2.38125451429152538145796983655.06
Walt Disney Company (DIS) [ST]spouse1.31642104411991470124751306140.09
John Marshall Collins Rollover IRA ⇒ Expedia Group, Inc. (EXPE) [ST]spouse44.2701416555998229305002213412974.69
TransUnion (TRU) [ST]spouse28.19956928297040745483246372171.93

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.

TickerOwnerPurchase datePurchase priceSale dateSale priceReturn
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.

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; may repeat a PTR
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; may repeat a PTR
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; may repeat a PTR
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; may repeat a PTR
Source rows (1)

$1,001 - $15,000

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

Aug 25, 2022Sep 14, 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; may repeat a PTR
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; may repeat a PTR
Source rows (1)

$1,001 - $15,000

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

Apr 28, 2022Sep 14, 2026
UNP — John Marshall Collins Rollover IRA ⇒ Union Pacific Corporation (UNP) [ST]SpousePurchaseAnnual schedule; may repeat a PTR
Source rows (1)

$15,001 - $50,000

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

Apr 4, 2022Sep 14, 2026
AMZN — John Marshall Collins Rollover IRA ⇒ Amazon.com, Inc. (AMZN) [ST]SpouseSaleAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 11 · Annual
spouse · S · $1,001 - $15,000

Oct 15, 2021Sep 14, 2026
AMZN — Amazon.com, Inc. (AMZN) [ST]SpouseSale
Source rows (1)

$1,001 - $15,000

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

Oct 15, 2021Sep 12, 2026
LCID — Collins/Lofgren Family Trust ⇒ Lucid Group, Inc. (LCID) [ST]JointPurchaseAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 2 · Annual
joint · P · $1,001 - $15,000

Oct 13, 2021Sep 14, 2026
HD — John Marshall Collins Rollover IRA ⇒ Home Depot, Inc. (HD) [ST]SpouseSaleAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 60 · Annual
spouse · S · $1,001 - $15,000

Oct 13, 2021Sep 14, 2026
PFE — John Marshall Collins Rollover IRA ⇒ Pfizer, Inc. (PFE) [ST]SpouseSaleAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 81 · Annual
spouse · S · $1,001 - $15,000

Oct 13, 2021Sep 14, 2026
WMT — John Marshall Collins Rollover IRA ⇒ Walmart Inc. (WMT) [ST]SpouseSaleAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 113 · Annual
spouse · S · $1,001 - $15,000

Oct 13, 2021Sep 14, 2026
HD — Home Depot, Inc. (HD) [ST]SpouseSale
Source rows (1)

$1,001 - $15,000

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

Oct 13, 2021Sep 12, 2026
LCID — Lucid group, Inc. (LCID) [ST]JointPurchase
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 4 · Ptr
joint · P · $1,001 - $15,000

Oct 13, 2021Sep 12, 2026
PFE — Pfizer, Inc. (PFE) [ST]SpouseSale
Source rows (1)

$1,001 - $15,000

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

Oct 13, 2021Sep 12, 2026
WMT — Walmart Inc. (WMT) [ST]SpouseSale
Source rows (1)

$1,001 - $15,000

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

Oct 13, 2021Sep 12, 2026
AMZN — John Marshall Collins Rollover IRA ⇒ Amazon.com, Inc. (AMZN) [ST]SpousePurchaseAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

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

Sep 30, 2021Sep 14, 2026
AEP — John Marshall Collins Rollover IRA ⇒ American Electric Power Company, Inc. (AEP) [ST]SpousePurchaseAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 12 · Annual
spouse · P · $1,001 - $15,000

Sep 30, 2021Sep 14, 2026
AWK — John Marshall Collins Rollover IRA ⇒ American Water Works Company, Inc. (AWK) [ST]SpousePurchaseAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 14 · Annual
spouse · P · $1,001 - $15,000

Sep 30, 2021Sep 14, 2026
AMAT — John Marshall Collins Rollover IRA ⇒ Applied Materials, Inc. (AMAT) [ST]SpousePurchaseAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 18 · Annual
spouse · P · $1,001 - $15,000

Sep 30, 2021Sep 14, 2026
ASML — John Marshall Collins Rollover IRA ⇒ ASML Holding N.V. - New York Registry Shares (ASML) [ST]SpousePurchaseAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 21 · Annual
spouse · P · $1,001 - $15,000

Sep 30, 2021Sep 14, 2026
T — John Marshall Collins Rollover IRA ⇒ AT&T Inc. (T) [ST]SpousePurchaseAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 22 · Annual
spouse · P · $1,001 - $15,000

Sep 30, 2021Sep 14, 2026
BCE — John Marshall Collins Rollover IRA ⇒ BCE, Inc. (BCE) [ST]SpousePurchaseAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

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

Sep 30, 2021Sep 14, 2026
CRL — John Marshall Collins Rollover IRA ⇒ Charles River Laboratories International, Inc. (CRL) [ST]SpousePurchaseAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 29 · Annual
spouse · P · $1,001 - $15,000

Sep 30, 2021Sep 14, 2026
CSCO — John Marshall Collins Rollover IRA ⇒ Cisco Systems, Inc. (CSCO) [ST]SpousePurchaseAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 33 · Annual
spouse · P · $1,001 - $15,000

Sep 30, 2021Sep 14, 2026
DHR — John Marshall Collins Rollover IRA ⇒ Danaher Corporation (DHR) [ST]SpousePurchaseAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 43 · Annual
spouse · P · $1,001 - $15,000

Sep 30, 2021Sep 14, 2026
EQIX — John Marshall Collins Rollover IRA ⇒ Equinix, Inc. (EQIX) [ST]SpousePurchaseAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 46 · Annual
spouse · P · $1,001 - $15,000

Sep 30, 2021Sep 14, 2026
ES — John Marshall Collins Rollover IRA ⇒ Eversource Energy (ES) [ST]SpousePurchaseAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 47 · Annual
spouse · P · $1,001 - $15,000

Sep 30, 2021Sep 14, 2026
EXPE — John Marshall Collins Rollover IRA ⇒ Expedia Group, Inc. (EXPE) [ST]SpousePurchaseAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 48 · Annual
spouse · P · $1,001 - $15,000

Sep 30, 2021Sep 14, 2026
FITB — John Marshall Collins Rollover IRA ⇒ Fifth Third Bancorp (FITB) [ST]SpousePurchaseAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 49 · Annual
spouse · P · $1,001 - $15,000

Sep 30, 2021Sep 14, 2026
FHN — John Marshall Collins Rollover IRA ⇒ First Horizon Corporation (FHN) [ST]SpousePurchaseAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 50 · Annual
spouse · P · $1,001 - $15,000

Sep 30, 2021Sep 14, 2026
GIS — John Marshall Collins Rollover IRA ⇒ General Mills, Inc. (GIS) [ST]SpousePurchaseAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 52 · Annual
spouse · P · $1,001 - $15,000

Sep 30, 2021Sep 14, 2026
HIG — John Marshall Collins Rollover IRA ⇒ Hartford Financial Services Group, Inc. (HIG) [ST]SpousePurchaseAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 55 · Annual
spouse · P · $1,001 - $15,000

Sep 30, 2021Sep 14, 2026
HCA — John Marshall Collins Rollover IRA ⇒ HCA Healthcare, Inc. (HCA) [ST]SpousePurchaseAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 57 · Annual
spouse · P · $1,001 - $15,000

Sep 30, 2021Sep 14, 2026
MA — John Marshall Collins Rollover IRA ⇒ Mastercard Incorporated (MA) [ST]SpousePurchaseAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 68 · Annual
spouse · P · $1,001 - $15,000

Sep 30, 2021Sep 14, 2026
MDNDF — John Marshall Collins Rollover IRA ⇒ McDonalds Company Ltd Tokyo Ordinary Shares (MDNDF) [ST]SpousePurchaseAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 69 · Annual
spouse · P · $1,001 - $15,000

Sep 30, 2021Sep 14, 2026
MRK — John Marshall Collins Rollover IRA ⇒ Merck & Company, Inc. Common Stock (MRK) [ST]SpousePurchaseAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 70 · Annual
spouse · P · $1,001 - $15,000

Sep 30, 2021Sep 14, 2026
NNN — John Marshall Collins Rollover IRA ⇒ National Retail Properties (NNN) [ST]SpousePurchaseAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 72 · Annual
spouse · P · $1,001 - $15,000

Sep 30, 2021Sep 14, 2026
NWL — John Marshall Collins Rollover IRA ⇒ Newell Brands Inc. (NWL) [ST]SpousePurchaseAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 74 · Annual
spouse · P · $1,001 - $15,000

Sep 30, 2021Sep 14, 2026
NEE — John Marshall Collins Rollover IRA ⇒ NextEra Energy, Inc. (NEE) [ST]SpousePurchaseAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 75 · Annual
spouse · P · $1,001 - $15,000

Sep 30, 2021Sep 14, 2026
ODFL — John Marshall Collins Rollover IRA ⇒ Old Dominion Freight Line, Inc. (ODFL) [ST]SpousePurchaseAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 78 · Annual
spouse · P · $1,001 - $15,000

Sep 30, 2021Sep 14, 2026
PEP — John Marshall Collins Rollover IRA ⇒ Pepsico, Inc. (PEP) [ST]SpousePurchaseAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 79 · Annual
spouse · P · $1,001 - $15,000

Sep 30, 2021Sep 14, 2026
PFE — John Marshall Collins Rollover IRA ⇒ Pfizer, Inc. (PFE) [ST]SpousePurchaseAnnual schedule; may repeat a PTR
Source rows (1)

$1,001 - $15,000

Original ↗ · Row 80 · Annual
spouse · P · $1,001 - $15,000

Sep 30, 2021Sep 14, 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