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Katie Porter

D-CA-47 Former representative · California Democrat In Congress since 2019

Katie Porter reported no stock trades since Oct 4, 2023. The 2023 annual report lists 61 assets.

Reported holdings

2023 annual report · filed May 9, 2024 · values at year end, in the ranges disclosed

Original
  1. Stocks $33K–$145K · 5 assets ≈6%
  2. Funds $9K–$140K · 14 assets ≈5%
  3. Cash & bonds $16K–$66K · 3 assets ≈3%
  4. Other $717K–$2.1M · 36 assets ≈87%

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

  1. Pennsylvania Guaranteed Savings PlanOtherChild$100K–$250K
  2. Pennsylvania Guaranteed Savings PlanOtherChild$100K–$250K
  3. Pennsylvania Guaranteed Savings PlanOtherChild$100K–$250K
  4. TIAA-Cref Lifecycle 2040--RetirementOtherSelf$100K–$250K
  5. CREF StockOtherSelf$50K–$100K
  6. CREF-Equity IndexOtherSelf$50K–$100K
  7. Vanguard Institutional Index FundOtherSelf$50K–$100K
  8. OZRKBank of the OzarksSelf$15K–$50K
  9. Berkshire Hathaway Inc. New (BRK.B)CashSelf$15K–$50K
  10. CATCaterpillar, Inc.Self$15K–$50K
  11. Cref Equity IndexOtherSelf$15K–$50K
  12. Cref Global EquitiesOtherSelf$15K–$50K
  13. Fidelity GrowthOtherSelf$15K–$50K
  14. NSHE Defined Contribution Retirement - Vanguard 2040OtherSelf$15K–$50K
  15. Optimal Aggressive Growth FundOtherSelf$15K–$50K
  16. TIAA Real Estate FundOtherSelf$15K–$50K
  17. TIAA-Cref Midcap Growth FundOtherSelf$15K–$50K
  18. TIAA-Cref Midcap Value FundOtherSelf$15K–$50K
  19. TIAA-Cref Real Estate Securities FundOtherSelf$15K–$50K
  20. UC Domestic Equity Index FundOtherSelf$15K–$50K
  21. Bankers Trust Checking AccountCashSelf$1K–$15K
  22. CRE Global Equities R1FundSelf$1K–$15K
  23. Calvert NASDAQ 100 Index FundOtherSelf$1K–$15K
  24. Calvert S&P 500 Index FundOtherSelf$1K–$15K
  25. COFCapital One Financial CorporationSelf$1K–$15K
  26. Cref Bond MarketOtherSelf$1K–$15K
  27. Cref Bond MarketOtherSelf$1K–$15K
  28. Cref Inflation-Linked BondOtherSelf$1K–$15K
  29. Cref Stock FundOtherSelf$1K–$15K
  30. Fidelity ContrafundOtherSelf$1K–$15K
  31. Fidelity Equity Income FundOtherSelf$1K–$15K
  32. HTLDHeartland Express, Inc.Self$1K–$15K
  33. Income PortfolioFundChild$1K–$15K
  34. PEPPepsico, Inc.Self$1K–$15K
  35. TIAA Real EstateOtherSelf$1K–$15K
  36. TIAA-Cref International Equity FundOtherSelf$1K–$15K
  37. TIAA-TraditionalOtherSelf$1K–$15K
  38. Tiaa-Cref Small Cap Bl Index RetirementFundSelf$1K–$15K
  39. Total Domestic Stock Index PortfolioFundChild$1K–$15K
  40. UC BondOtherSelf$1K–$15K

Source filings

Every report we read for this page · newest first

  1. May 9, 2024 2023 annual report 61 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.