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 |
|---|---|---|---|---|---|---|
| JPM | Joint | $1,001 - $15,000 | Unavailable | Unavailable | $352.49Sep 15, 2026 | Unavailable |
| KTOS | Joint | None | Unavailable | Unavailable | Unavailable | Unavailable |
| MDT | Joint | $1,001 - $15,000 | Unavailable | Unavailable | $93.75Sep 15, 2026 | Unavailable |
| MSFT | Joint | $1,001 - $15,000 | Unavailable | Unavailable | $497.12Sep 15, 2026 | Unavailable |
| NEE | Joint | $1,001 - $15,000 | Unavailable | Unavailable | $81.07Sep 15, 2026 | Unavailable |
| NVDA | Joint | $1,001 - $15,000 | Unavailable | Unavailable | $212.17Sep 15, 2026 | Unavailable |
| SPGI | Joint | $1,001 - $15,000 | Unavailable | Unavailable | $412.52Sep 15, 2026 | Unavailable |
| CRM | Joint | $1,001 - $15,000 | Unavailable | Unavailable | $255.65Sep 15, 2026 | Unavailable |
| RUN | Joint | None | Unavailable | Unavailable | $8.40Sep 15, 2026 | Unavailable |
| TJX | Joint | $1,001 - $15,000 | Unavailable | Unavailable | $124.60Sep 15, 2026 | Unavailable |
| TMUS | Joint | $1,001 - $15,000 | Unavailable | Unavailable | $180.47Sep 15, 2026 | Unavailable |
| UBER | Joint | $1,001 - $15,000 | Unavailable | Unavailable | $71.43Sep 15, 2026 | Unavailable |
| VRSK | Joint | $1,001 - $15,000 | Unavailable | Unavailable | $180.08Sep 15, 2026 | Unavailable |
| WCN | Joint | $1,001 - $15,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| ZTS | Joint | $1,001 - $15,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| AMT | Spouse | $1 - $1,000 | Unavailable | Unavailable | $177.71Sep 15, 2026 | Unavailable |
| GOOG | Spouse | $50,001 - $100,000 | Unavailable | Unavailable | $341.43Sep 15, 2026 | Unavailable |
| AMZN | Spouse | $15,001 - $50,000 | Unavailable | Unavailable | $248.42Sep 15, 2026 | Unavailable |
| AMT | Spouse | $15,001 - $50,000 | Unavailable | Unavailable | $177.71Sep 15, 2026 | Unavailable |
| COLD | Spouse | None | Unavailable | Unavailable | Unavailable | Unavailable |
| AAPL | Spouse | $50,001 - $100,000 | Unavailable | Unavailable | $331.34Sep 15, 2026 | Unavailable |
| AZN | Spouse | $15,001 - $50,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| ADSK | Spouse | $15,001 - $50,000 | Unavailable | Unavailable | $226.50Sep 15, 2026 | Unavailable |
| BLK | Spouse | $15,001 - $50,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| BSX | Spouse | $15,001 - $50,000 | Unavailable | Unavailable | $43.87Sep 15, 2026 | Unavailable |
| BIPC | Spouse | $50,001 - $100,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| DECK | Spouse | $15,001 - $50,000 | Unavailable | Unavailable | $77.51Sep 15, 2026 | Unavailable |
| DKNG | Spouse | None | Unavailable | Unavailable | Unavailable | Unavailable |
| FB | Spouse | None | Unavailable | Unavailable | Unavailable | Unavailable |
| FIS | Spouse | None | Unavailable | Unavailable | $37.34Sep 15, 2026 | Unavailable |
| GM | Spouse | None | Unavailable | Unavailable | $85.37Sep 15, 2026 | Unavailable |
| HD | Spouse | $15,001 - $50,000 | Unavailable | Unavailable | $305.48Sep 15, 2026 | Unavailable |
| ICE | Spouse | $15,001 - $50,000 | Unavailable | Unavailable | $156.90Sep 15, 2026 | Unavailable |
| IFF | Spouse | $15,001 - $50,000 | Unavailable | Unavailable | $84.24Sep 15, 2026 | Unavailable |
| JBI | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $4.45Sep 15, 2026 | Unavailable |
| JNJ | Spouse | $15,001 - $50,000 | Unavailable | Unavailable | $267.20Sep 15, 2026 | Unavailable |
| JPM | Spouse | $15,001 - $50,000 | Unavailable | Unavailable | $352.49Sep 15, 2026 | Unavailable |
| KTOS | Spouse | None | Unavailable | Unavailable | Unavailable | Unavailable |
| MA | Spouse | $15,001 - $50,000 | Unavailable | Unavailable | $573.27Sep 15, 2026 | Unavailable |
| MDT | Spouse | $15,001 - $50,000 | Unavailable | Unavailable | $93.75Sep 15, 2026 | Unavailable |
| MSFT | Spouse | $50,001 - $100,000 | Unavailable | Unavailable | $497.12Sep 15, 2026 | Unavailable |
| NEE | Spouse | $15,001 - $50,000 | Unavailable | Unavailable | $81.07Sep 15, 2026 | Unavailable |
| NVDA | Spouse | $15,001 - $50,000 | Unavailable | Unavailable | $212.17Sep 15, 2026 | Unavailable |
| SPGI | Spouse | $15,001 - $50,000 | Unavailable | Unavailable | $412.52Sep 15, 2026 | Unavailable |
| CRM | Spouse | $15,001 - $50,000 | Unavailable | Unavailable | $255.65Sep 15, 2026 | Unavailable |
| SCI | Spouse | $15,001 - $50,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| RUN | Spouse | $1,001 - $15,000 | Unavailable | Unavailable | $8.40Sep 15, 2026 | Unavailable |
| BX | Spouse | $15,001 - $50,000 | Unavailable | Unavailable | $126.70Sep 15, 2026 | Unavailable |
| TJX | Spouse | $15,001 - $50,000 | Unavailable | Unavailable | $124.60Sep 15, 2026 | Unavailable |
| TMUS | Spouse | $15,001 - $50,000 | Unavailable | Unavailable | $180.47Sep 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 |
|---|---|---|---|---|
| ATVI — Activision Blizzard, Inc (ATVI) [ST] | Spouse | Purchase | Dec 14, 2022 | Sep 12, 2026 |
| ATVI — Activision Blizzard, Inc (ATVI) [ST] | Multiple owners | PurchaseSource rows (2)Combined amount unconfirmed Original ↗ · Row 1 · Ptr Original ↗ · Row 1 · Ptr | Dec 12, 2022 | Sep 12, 2026 |
| GTLS — Chart Industries, Inc. (GTLS) [ST] | Multiple owners | PurchaseSource rows (2)Combined amount unconfirmed Original ↗ · Row 3 · Ptr Original ↗ · Row 2 · Ptr | Dec 9, 2022 | Sep 12, 2026 |
| CRM — Salesforce, Inc. (CRM) [ST] | Multiple owners | SaleSource rows (2)Combined amount unconfirmed Original ↗ · Row 4 · Ptr Original ↗ · Row 3 · Ptr | Dec 8, 2022 | Sep 12, 2026 |
| BX — Blackstone Inc. (BX) [ST] | Joint | Sale (partial) | Nov 14, 2022 | Sep 12, 2026 |
| TJX — TJX Companies, Inc. (TJX) [ST] | Joint | Sale | Nov 4, 2022 | Sep 12, 2026 |
| ECL — Ecolab Inc. (ECL) [ST] | Multiple owners | SaleSource rows (2)Combined amount unconfirmed Original ↗ · Row 1 · Ptr Original ↗ · Row 1 · Ptr | Nov 3, 2022 | Sep 12, 2026 |
| TMUS — T-Mobile US, Inc. (TMUS) [ST] | Multiple owners | Sale (partial)Source rows (2)Combined amount unconfirmed Original ↗ · Row 2 · Ptr Original ↗ · Row 2 · Ptr | Nov 3, 2022 | Sep 12, 2026 |
| BSX — Boston Scientific Corporation (BSX) [ST] | Spouse | Sale | Oct 24, 2022 | Sep 12, 2026 |
| BSX — Boston Scientific Corporation (BSX) [ST] | Multiple owners | Sale (partial)Source rows (2)Combined amount unconfirmed Original ↗ · Row 1 · Ptr Original ↗ · Row 1 · Ptr | Oct 21, 2022 | Sep 12, 2026 |
| CCK — Crown Holdings, Inc. (CCK) [ST] | Multiple owners | SaleSource rows (2)Combined amount unconfirmed Original ↗ · Row 2 · Ptr Original ↗ · Row 2 · Ptr | Oct 21, 2022 | Sep 12, 2026 |
| SCI — Service Corporation International (SCI) [ST] | Spouse | Purchase | Sep 27, 2022 | Sep 12, 2026 |
| SCI — Service Corporation International (SCI) [ST] | Spouse | Purchase | Sep 26, 2022 | Sep 12, 2026 |
| SCI — Service Corporation International (SCI) [ST] | Multiple owners | PurchaseSource rows (2)Combined amount unconfirmed Original ↗ · Row 2 · Ptr Original ↗ · Row 1 · Ptr | Sep 23, 2022 | Sep 12, 2026 |
| CRM — Salesforce, Inc. (CRM) [ST] | Joint | Purchase | Sep 22, 2022 | Sep 12, 2026 |
| SCI — Service Corporation International (SCI) [ST] | Joint | Purchase | Sep 22, 2022 | Sep 12, 2026 |
| ZTS — Zoetis Inc. Class A (ZTS) [ST] | Spouse | Purchase | Aug 26, 2022 | Sep 12, 2026 |
| CCK — Crown Holdings, Inc. (CCK) [ST] | Spouse | Purchase | Aug 10, 2022 | Sep 12, 2026 |
| MDT — Medtronic plc. Ordinary Shares (MDT) [ST] | Spouse | Sale (partial) | Jul 29, 2022 | Sep 12, 2026 |
| MDT — Medtronic plc. Ordinary Shares (MDT) [ST] | Spouse | Sale (partial) | Jul 28, 2022 | Sep 12, 2026 |
| ECL — Ecolab Inc. (ECL) [ST] | Spouse | Purchase | Jul 20, 2022 | Sep 12, 2026 |
| SPGI — S&P Global Inc. (SPGI) [ST] | Joint | Purchase | Jul 19, 2022 | Sep 12, 2026 |
| ECL — Ecolab Inc. (ECL) [ST] | Spouse | Purchase | Jul 19, 2022 | Sep 12, 2026 |
| VRSK — Verisk Analytics, Inc. (VRSK) [ST] | Spouse | Purchase | Jun 17, 2022 | Sep 12, 2026 |
| VRSK — Verisk Analytics, Inc. (VRSK) [ST] | Spouse | Purchase | Jun 16, 2022 | Sep 12, 2026 |
| BA — Boeing Company (BA) [ST] | Multiple owners | PurchaseSource rows (2)Combined amount unconfirmed Original ↗ · Row 1 · Ptr Original ↗ · Row 2 · Ptr | Jun 15, 2022 | Sep 12, 2026 |
| AMZN — Amazon.com, Inc. (AMZN) [ST] | Spouse | Purchase | Jun 7, 2022 | Sep 12, 2026 |
| SPGI — S&P Global Inc. (SPGI) [ST] | Not reported | Sale (partial)Source rows (1)$1,001 - $15,000 Original ↗ · Row 3 · Ptr | Jun 1, 2022 | Sep 12, 2026 |
| JPM — JP Morgan Chase & Co. (JPM) [ST] | Spouse | Purchase | May 17, 2022 | Sep 12, 2026 |
| TMUS — T-Mobile US, Inc. (TMUS) [ST] | Spouse | Purchase | May 17, 2022 | Sep 12, 2026 |
| ICE — Intercontinental Exchange Inc. (ICE) [ST] | Spouse | Sale | May 6, 2022 | Sep 12, 2026 |
| ICE — Intercontinental Exchange Inc. (ICE) [ST] | Spouse | Sale (partial) | May 5, 2022 | Sep 12, 2026 |
| IFF — International Flavors & Fragrances, Inc. (IFF) [ST] | Spouse | Sale | Apr 7, 2022 | Sep 12, 2026 |
| NVDA — NVIDIA Corporation (NVDA) [ST] | Spouse | Sale (partial) | Apr 6, 2022 | Sep 12, 2026 |
| TJX — TJX Companies, Inc. (TJX) [ST] | Spouse | Sale (partial) | Apr 6, 2022 | Sep 12, 2026 |
| IFF — International Flavors & Fragrances, Inc. (IFF) [ST] | Multiple owners | Sale (partial)Source rows (2)Combined amount unconfirmed Original ↗ · Row 1 · Ptr Original ↗ · Row 2 · Ptr | Apr 6, 2022 | Sep 12, 2026 |
| IFF — International Flavors & Fragrances, Inc. (IFF) [ST] | Spouse | Sale (partial) | Apr 5, 2022 | Sep 12, 2026 |
| IFF — International Flavors & Fragrances, Inc. (IFF) [ST] | Spouse | Sale (partial) | Apr 4, 2022 | Sep 12, 2026 |
| JBI — Janus International Group, Inc. (JBI) [ST] | Spouse | Sale | Mar 25, 2022 | Sep 12, 2026 |
| JBI — Janus International Group, Inc. (JBI) [ST] | Spouse | Sale (partial) | Mar 24, 2022 | Sep 12, 2026 |
| JBI — Janus International group, Inc. (JBI) [ST] | Spouse | Sale (partial) | Mar 16, 2022 | Sep 12, 2026 |
| CCK — Crown Holdings, Inc. (CCK) [ST] | Spouse | Purchase | Mar 7, 2022 | Sep 12, 2026 |
| DECK — Deckers Outdoor Corporation (DECK) [ST] | Spouse | Sale | Mar 7, 2022 | Sep 12, 2026 |
| CCK — Crown Holdings, Inc. (CCK) [ST] | Spouse | Purchase | Mar 4, 2022 | Sep 12, 2026 |
| ADSK — Autodesk, Inc. (ADSK) [ST] | Spouse | Sale | Mar 3, 2022 | Sep 12, 2026 |
| AMT — American Tower Corporation (AMT) [ST] | Spouse | Sale (partial) | Feb 25, 2022 | Sep 12, 2026 |
| ADSK — Autodesk, Inc. (ADSK) [ST] | Spouse | Sale (partial) | Feb 24, 2022 | Sep 12, 2026 |
| Not reported — S&P global Inc. (SPgI) [ST] | Spouse | Purchase | Feb 9, 2022 | Sep 12, 2026 |
| HD — Home Depot, Inc. (HD) [ST] | Multiple owners | SaleSource rows (3)Combined amount unconfirmed Original ↗ · Row 1 · Ptr Original ↗ · Row 1 · Ptr Original ↗ · Row 1 · Ptr | Jan 21, 2022 | Sep 12, 2026 |
| Not reported — Alphabet Inc. - Class C Capital Stock (gOOg) [ST] | Joint | Sale (partial) | Jan 14, 2022 | Sep 12, 2026 |
285 collected financial disclosures. Collection does not establish complete lifetime activity; missing source years and request-only documents may leave gaps.