Democrat · House CA47
Wikipedia biography ↗Years Elected: About 10.0Rank: #56
Federal elected service; earlier service not yet verified.
-0.18%
Cumulative estimated return
SPY: 14.60%
Outperformance: -14.78 percentage points
2025-09-15 – 2026-09-15
42.72%
Cumulative estimated return
SPY: 70.83%
Outperformance: -28.11 percentage points
2023-09-15 – 2026-09-15
28.96%
Cumulative estimated return
SPY: 69.11%
Outperformance: -40.15 percentage points
2021-09-15 – 2026-09-15
As of Sep 15, 2026. 379 parsed trades. Ranks use three-year return.
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.
Last reported holdings valued Dec 31, 2021. 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 |
|---|---|---|---|---|---|---|
| IBM | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $248.37Sep 15, 2026 | Unavailable |
| DIS | Spouse | $100,001 - $250,000 | Unavailable | Unavailable | $106.42Sep 15, 2026 | Unavailable |
| GOOG | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $341.43Sep 15, 2026 | Unavailable |
| AMZN | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $248.42Sep 15, 2026 | Unavailable |
| AMT | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $177.71Sep 15, 2026 | Unavailable |
| COLD | Spouse | None | Unavailable | Unavailable | Unavailable | Unavailable |
| AAPL | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $331.34Sep 15, 2026 | Unavailable |
| ADSK | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $226.50Sep 15, 2026 | Unavailable |
| BLK | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| CCI | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $73.25Sep 15, 2026 | Unavailable |
| DECK | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $77.51Sep 15, 2026 | Unavailable |
| FIS | Spouse | None | Unavailable | Unavailable | $37.34Sep 15, 2026 | Unavailable |
| GM | Spouse | None | Unavailable | Unavailable | $85.37Sep 15, 2026 | Unavailable |
| HD | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $305.48Sep 15, 2026 | Unavailable |
| ICE | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $156.90Sep 15, 2026 | Unavailable |
| IFF | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $84.24Sep 15, 2026 | Unavailable |
| JNJ | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $267.20Sep 15, 2026 | Unavailable |
| JPM | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $352.49Sep 15, 2026 | Unavailable |
| KTOS | Spouse | None | Unavailable | Unavailable | Unavailable | Unavailable |
| MA | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $573.27Sep 15, 2026 | Unavailable |
| MDT | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $93.75Sep 15, 2026 | Unavailable |
| MSFT | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $497.12Sep 15, 2026 | Unavailable |
| NEE | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $81.07Sep 15, 2026 | Unavailable |
| NVDA | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $212.17Sep 15, 2026 | Unavailable |
| SPGI | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $412.52Sep 15, 2026 | Unavailable |
| CRM | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $255.65Sep 15, 2026 | Unavailable |
| SCI | Spouse | $1 - $1,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| RUN | Spouse | $1 - $1,000 | Unavailable | Unavailable | $8.40Sep 15, 2026 | Unavailable |
| BX | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $126.70Sep 15, 2026 | Unavailable |
| TJX | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $124.60Sep 15, 2026 | Unavailable |
| TMUS | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $180.47Sep 15, 2026 | Unavailable |
| UBER | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $71.43Sep 15, 2026 | Unavailable |
| VRSK | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $180.08Sep 15, 2026 | Unavailable |
| SPCE | Spouse | None | Unavailable | Unavailable | Unavailable | Unavailable |
| WCN | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| GOOG | Joint | $1,001 - $15,000 | Unavailable | Unavailable | $341.43Sep 15, 2026 | Unavailable |
| AMZN | Joint | $1,001 - $15,000 | Unavailable | Unavailable | $248.42Sep 15, 2026 | Unavailable |
| AZN | Joint | $1,001 - $15,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| ADSK | Joint | $1,001 - $15,000 | Unavailable | Unavailable | $226.50Sep 15, 2026 | Unavailable |
| BLK | Joint | $1,001 - $15,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| BX | Joint | $1,001 - $15,000 | Unavailable | Unavailable | $126.70Sep 15, 2026 | Unavailable |
| BSX | Joint | $1,001 - $15,000 | Unavailable | Unavailable | $43.87Sep 15, 2026 | Unavailable |
| BIP | Joint | $1,001 - $15,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| CCI | Joint | $1,001 - $15,000 | Unavailable | Unavailable | $73.25Sep 15, 2026 | Unavailable |
| DECK | Joint | $1,001 - $15,000 | Unavailable | Unavailable | $77.51Sep 15, 2026 | Unavailable |
| FIS | Joint | None | Unavailable | Unavailable | $37.34Sep 15, 2026 | Unavailable |
| HD | Joint | $1,001 - $15,000 | Unavailable | Unavailable | $305.48Sep 15, 2026 | Unavailable |
| IFF | Joint | $1,001 - $15,000 | Unavailable | Unavailable | $84.24Sep 15, 2026 | Unavailable |
| JBI | Joint | $1 - $1,000 | Unavailable | Unavailable | $4.45Sep 15, 2026 | Unavailable |
| JNJ | Joint | None | Unavailable | Unavailable | $267.20Sep 15, 2026 | Unavailable |
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.
| Asset | Owner | Estimated units | Estimated value |
|---|---|---|---|
| Neuberger Berman - Malumed Lowenthal Rev Trust ⇒ AstraZeneca PLC - American Depositary Shares (AZN) [ST] | joint | 69.05906857223256604871294889 | 11177.21 |
| Neuberger Berman - Malumed Lowenthal Rev Trust ⇒ Alphabet Inc. - Class C Capital Stock (GOOG) [ST] | joint | 55.29808991598671546418117287 | 18880.43 |
| Neuberger Berman - Malumed Lowenthal Rev Trust ⇒ Janus International Group, Inc. (JBI) [ST] | joint | 39.97603833865814696485623003 | 177.89 |
| Service Corporation International (SCI) [ST] | joint | 276.4516828580251363433723188 | 22447.88 |
| American Tower Corporation (AMT) [ST] | spouse | 105.9361471229655771297472915 | 18825.91 |
| Neuberger Berman - Traditional IRA ⇒ AstraZeneca PLC - American Depositary Shares (AZN) [ST] | spouse | 280.5392485634453487739760259 | 45405.28 |
| Individually Owned ⇒ Walt Disney Company (DIS) [ST] | spouse | 1129.837303893085415456130157 | 120237.29 |
| Neuberger Berman - Traditional IRA ⇒ Alphabet Inc. - Class C Capital Stock (GOOG) [ST] | spouse | 573.6887395933770852124869108 | 195874.55 |
| LegalZoom.com, Inc. (LZ) [ST] | spouse | 62.7655161209996980762255322 | 391.03 |
| Neuberger Berman - Traditional IRA ⇒ Sunrun Inc. (RUN) [ST] | spouse | 247.8425655976676384839650146 | 2081.88 |
| Service Corporation International (SCI) [ST] | spouse | 881.1677384675417892447701876 | 71550.82 |
| TJX Companies, Inc. (TJX) [ST] | spouse | 401.2953129860799328446979673 | 50001.40 |
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. | ||||||
88 public-equity trades. Annual schedule rows are labeled because they may repeat transaction reports. Superseded and unresolved reports remain in the disclosures below.
| Ticker | Owner | Transaction Type | Trade Date | Found Date |
|---|---|---|---|---|
| Not reported — Sunrun Inc. (RuN) [ST] | Joint | Purchase | Jan 14, 2022 | Sep 12, 2026 |
| Not reported — Alphabet Inc. - Class C Capital Stock (gOOg) [ST] | Spouse | Sale (partial) | Jan 14, 2022 | Sep 12, 2026 |
| JBI — Janus International group, Inc. (JBI) [ST] | Spouse | Purchase | Jan 7, 2022 | Sep 12, 2026 |
| TMUS — Neuberger Berman - Malumed Lowenthal Rev Trust ⇒ T-Mobile US, Inc. (TMUS) [ST] | Joint | PurchaseAnnual schedule; may repeat a PTR | Dec 27, 2021 | Sep 14, 2026 |
| UBER — Neuberger Berman - Traditional IRA ⇒ Uber Technologies, Inc. (UBER) [ST] | Spouse | PurchaseAnnual schedule; may repeat a PTR | Dec 27, 2021 | Sep 14, 2026 |
| Not reported — uber Technologies, Inc. (uBER) [ST] | Spouse | Purchase | Dec 27, 2021 | Sep 12, 2026 |
| Not reported — T-Mobile uS, Inc. (TMuS) [ST] | Joint | Purchase | Dec 27, 2021 | Sep 12, 2026 |
| JBI — Neuberger Berman - Traditional IRA ⇒ Janus International Group, Inc. (JBI) [ST] | Spouse | PurchaseAnnual schedule; may repeat a PTR | Dec 20, 2021 | Sep 14, 2026 |
| JBI — Janus International group, Inc. (JBI) [ST] | Spouse | Purchase | Dec 20, 2021 | Sep 12, 2026 |
| BKNG — Neuberger Berman - Beneficiary IRA ⇒ Booking Holdings Inc. (BKNG) [ST] | Spouse | SaleAnnual schedule; may repeat a PTR | Dec 15, 2021 | Sep 14, 2026 |
| ADBE — Neuberger Berman - Malumed Lowenthal Rev Trust ⇒ Adobe Inc. (ADBE) [ST] | Joint | SaleAnnual schedule; may repeat a PTR | Dec 15, 2021 | Sep 14, 2026 |
| BKNG — Neuberger Berman - Malumed Lowenthal Rev Trust ⇒ Booking Holdings Inc. (BKNG) [ST] | Joint | SaleAnnual schedule; may repeat a PTR | Dec 15, 2021 | Sep 14, 2026 |
| ADBE — Neuberger Berman - Traditional IRA ⇒ Adobe Inc. (ADBE) [ST] | Spouse | SaleAnnual schedule; may repeat a PTR | Dec 15, 2021 | Sep 14, 2026 |
| BKNG — Neuberger Berman - Traditional IRA ⇒ Booking Holdings Inc. (BKNG) [ST] | Spouse | SaleAnnual schedule; may repeat a PTR | Dec 15, 2021 | Sep 14, 2026 |
| Not reported — Booking Holdings Inc. (BKNg) [ST] | Spouse | Sale | Dec 15, 2021 | Sep 12, 2026 |
| Not reported — Booking Holdings Inc. (BKNg) [ST] | Spouse | Sale | Dec 15, 2021 | Sep 12, 2026 |
| ADBE — Adobe Inc. (ADBE) [ST] | Multiple owners | SaleSource rows (2)Combined amount unconfirmed Original ↗ · Row 1 · Ptr Original ↗ · Row 1 · Ptr | Dec 15, 2021 | Sep 12, 2026 |
| Not reported — Booking Holdings Inc. (BKNg) [ST] | Joint | Sale | Dec 15, 2021 | Sep 12, 2026 |
| AZN — Neuberger Berman - Beneficiary IRA ⇒ AstraZeneca PLC - American Depositary Shares (AZN) [ST] | Spouse | SaleAnnual schedule; may repeat a PTR | Dec 1, 2021 | Sep 14, 2026 |
| AZN — AstraZeneca PLC - American Depositary Shares (AZN) [ST] | Spouse | Sale | Dec 1, 2021 | Sep 12, 2026 |
| LZ — Neuberger Berman - Traditional IRA ⇒ LegalZoom.com, Inc. (LZ) [ST] | Spouse | SaleAnnual schedule; may repeat a PTR | Nov 11, 2021 | Sep 14, 2026 |
| LZ — LegalZoom.com, Inc. (LZ) [ST] | Spouse | Sale | Nov 11, 2021 | Sep 12, 2026 |
| SCI — Neuberger Berman - Traditional IRA ⇒ Service Corporation International (SCI) [ST] | Spouse | Sale (partial)Annual schedule; may repeat a PTRSource rows (2)$2,002–$30,000 Original ↗ · Row 156 · Annual Original ↗ · Row 157 · Annual | Nov 10, 2021 | Sep 14, 2026 |
| SCI — Service Corporation International (SCI) [ST] | Spouse | Sale (partial)Source rows (2)$2,002–$30,000 Original ↗ · Row 3 · Ptr Original ↗ · Row 4 · Ptr | Nov 10, 2021 | Sep 12, 2026 |
| SCI — Neuberger Berman - Traditional IRA ⇒ Service Corporation International (SCI) [ST] | Spouse | Sale (partial)Annual schedule; may repeat a PTR | Nov 9, 2021 | Sep 14, 2026 |
| SCI — Service Corporation International (SCI) [ST] | Spouse | Sale (partial) | Nov 9, 2021 | Sep 12, 2026 |
| SCI — Neuberger Berman - Traditional IRA ⇒ Service Corporation International (SCI) [ST] | Spouse | Sale (partial)Annual schedule; may repeat a PTR | Nov 8, 2021 | Sep 14, 2026 |
| SCI — Service Corporation International (SCI) [ST] | Spouse | Sale (partial) | Nov 8, 2021 | Sep 12, 2026 |
| DECK — Neuberger Berman - Traditional IRA ⇒ Deckers Outdoor Corporation (DECK) [ST] | Spouse | PurchaseAnnual schedule; may repeat a PTR | Nov 4, 2021 | Sep 14, 2026 |
| DECK — Deckers Outdoor Corporation (DECK) [ST] | Spouse | Purchase | Nov 4, 2021 | Sep 12, 2026 |
| BX — Neuberger Berman - Traditional IRA ⇒ Blackstone Inc. (BX) [ST] | Spouse | Sale (partial)Annual schedule; may repeat a PTRSource rows (1)$15,001 - $50,000 Original ↗ · Row 102 · Annual | Oct 21, 2021 | Sep 14, 2026 |
| ICE — Neuberger Berman - Traditional IRA ⇒ Intercontinental Exchange Inc. (ICE) [ST] | Spouse | Sale (partial)Annual schedule; may repeat a PTR | Oct 21, 2021 | Sep 14, 2026 |
| BX — Blackstone Inc. (BX) [ST] | Spouse | Sale (partial) | Oct 21, 2021 | Sep 12, 2026 |
| ICE — Intercontinental Exchange Inc. (ICE) [ST] | Spouse | Sale (partial) | Oct 21, 2021 | Sep 12, 2026 |
| DECK — Neuberger Berman - Malumed Lowenthal Rev Trust ⇒ Deckers Outdoor Corporation (DECK) [ST] | Joint | PurchaseAnnual schedule; may repeat a PTR | Oct 6, 2021 | Sep 14, 2026 |
| DECK — Deckers Outdoor Corporation (DECK) [ST] | Joint | Purchase | Oct 6, 2021 | Sep 12, 2026 |
| BLK — Neuberger Berman - Traditional IRA ⇒ BlackRock, Inc. (BLK) [ST] | Spouse | Sale (partial)Annual schedule; may repeat a PTR | Sep 17, 2021 | Sep 14, 2026 |
| BLK — BlackRock, Inc. (BLK) [ST] | Spouse | Sale (partial) | Sep 17, 2021 | Sep 12, 2026 |
285 collected financial disclosures. Collection does not establish complete lifetime activity; missing source years and request-only documents may leave gaps.