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Barbara Lee

D-CA-12 Former representative · California Democrat In Congress since 1998

Barbara Lee reported no stock trades since Oct 4, 2023. The 2023 annual report lists 55 assets.

Reported holdings

2023 annual report · filed Aug 13, 2024 · values at year end, in the ranges disclosed

Original
  1. Stocks $1K–$15K · 1 asset <1%
  2. Funds $226K–$1.1M · 46 assets ≈45%
  3. Cash & bonds $6K–$90K · 6 assets ≈3%
  4. Real estate & business $500K–$1M · 2 assets ≈51%

Shares are approximate: each holding counts at the middle of its disclosed range. Pick a slice to list only those holdings.

  1. Estate of Clyde Oden, Sr.-Rental Property in Pahrump, NVReal estateSpouse$250K–$500K
  2. Estate of Clyde Oden, Sr.-Rental Property in San Diego, CAReal estateSpouse$250K–$500K
  3. Lincoln Plus Choice AssuranceFundSpouse$100K–$250K
  4. Blackrock National Municipal FundFundSpouse$15K–$50K
  5. CCM Community Impact Bond Fund CRANX)FundSelf$15K–$50K
  6. DSBIXDomini Impact Bond FundFundSelf$15K–$50K
  7. Domini Impact International Equity YFundSelf$15K–$50K
  8. PIMCO Short Term 12FundSpouse$15K–$50K
  9. RBC Impact Bond IFundSelf$15K–$50K
  10. AAMA Equity FundFundSelf$1K–$15K
  11. Aberdeen U.S. Small Cap EquityFundSpouse$1K–$15K
  12. AcornsCashSelf$1K–$15K
  13. BNY Mellon International Stock Fund IFundSpouse$1K–$15K
  14. Bank of America Checking & Savings AccountsCashJoint$1K–$15K
  15. Blackrock Inflation Protected Bond FundFundSpouse$1K–$15K
  16. Brown Advisory Sustainable Growth FundFundSelf$1K–$15K
  17. Calvert Global Energy Solution FundFundSelf$1K–$15K
  18. CFWIXCalvert Global Water Fund Class IFundSelf$1K–$15K
  19. Charles Schwab Checking and Money Market AccountsCashSelf$1K–$15K
  20. Columbia Dividend Income Fund Institutional ClassFundSpouse$1K–$15K
  21. Congressional Federal Credit Union Checking and SavingsCashSelf$1K–$15K
  22. EV Income Fund of BostonFundSpouse$1K–$15K
  23. East West Bank Accounts, Oakland, CACashSelf$1K–$15K
  24. Edgewood Growth Fund Class InstitutionalFundSelf$1K–$15K
  25. Eventide Global Div Opportunities IFundSelf$1K–$15K
  26. First Affirmative Balanced Income Fossil Fuel FreeCashSelf$1K–$15K
  27. GCEQXGreen Century Equity FundFundSelf$1K–$15K
  28. HTAHealthcare Trust of America, Inc. Class ASelf$1K–$15K
  29. PGINXImpax Global Environmental Markets Fund Institutional ClassFundSelf$1K–$15K
  30. Invesco Conservative Inc. Inst.FundSelf$1K–$15K
  31. JP Morgan Value Advantage Fund-IFundSpouse$1K–$15K
  32. Lazard International Strategic Equity Portfolio International SharesFundSpouse$1K–$15K
  33. Loomis Sayles Growth Fund Class YFundSpouse$1K–$15K
  34. ESGYXMirova Global Sustainable Equity YFundSelf$1K–$15K
  35. PRILXParnassus Core Equity InstitutionalFundSelf$1K–$15K
  36. PFPWXParnassus Endeavor Fund InstitutionalFundSelf$1K–$15K
  37. PARNXParnassus FundFundSelf$1K–$15K
  38. Pax Large Cap Fund InstitutionalFundSelf$1K–$15K
  39. Pear Tree Polaris Foreign Value FundFundSpouse$1K–$15K
  40. PTIAXPerformance Trust Strategic Bond FundFundSelf$1K–$15K

Source filings

Every report we read for this page · newest first

  1. Aug 13, 2024 2023 annual report 55 assets View original

From STOCK Act disclosures filed with the Clerk of the House. Amounts are the disclosed ranges. Trades cover the last three years; holdings come from the latest annual report. How we read these reports.