Scott H. Peters
D-CA-50 Representative for California’s 50th district Democrat In Congress since 2013
- 258trades · 3 yrs
- 151buys
- 107sells
- 33dmedian wait
- 17filed late
Scott H. Peters disclosed 258 trades made since Oct 4, 2023: 151 buys and 107 sales. All of them were a spouse's or joint account's. The latest, made Aug 31, 2026, was filed Sep 21, 2026.
Trades over time
Buys above the line, sells below · bigger dots, bigger ranges · tails run to the filing date
Buys
Sells
Trades
258 trades since Oct 4, 2023 · newest first
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U.S. Treasury BillSell · part$50K–$100KTraded Aug 31Filed Sep 21 21d
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New York, NY City COMB TXSell$500K–$1MTraded Aug 31Filed Sep 21 21d
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Irvine Ranch CA WRSR UTILBuy$100K–$250KTraded Aug 20Filed Sep 21 32d
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Petaluma CA WASTE SWR UTILBuy$500K–$1MTraded Aug 19Filed Sep 21 33d
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UNIV CA PUB EDUCBuy$500K–$1MTraded Aug 13Filed Sep 21 39d
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U.S. Treasury BillSell · part$50K–$100KTraded Aug 13Filed Sep 21 39d
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U.S. Treasury BillSell · part$50K–$100KTraded Aug 13Filed Sep 21 39d
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Energy Northwest WA PWR UTILSell$500K–$1MTraded Aug 13Filed Sep 21 39d
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Kent Street O&M Holdings LLCBuy$100K–$250KTraded Aug 12Filed Sep 21 40d
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U.S. Treasury BillBuy$250K–$500KTraded Aug 10Filed Sep 21 42d
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West VY Mission CMN EDUCBuy$250K–$500KTraded Aug 6Filed Sep 21 46d
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U.S. Treasury BillSell · part$100K–$250KTraded Aug 5Filed Sep 21 47d
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Smash Capital Fund II LPBuy$15K–$50KTraded Aug 5Filed Sep 21 47d
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Enterprise CASell$500K–$1MTraded Aug 4Filed Sep 21 48d
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U.S. Treasury BillBuy$50K–$100KTraded Aug 3Filed Sep 21 49d
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RoBuy$250K–$500KTraded Aug 3Filed Sep 21 49d
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Palmdale CA SchSell$50K–$100KTraded Aug 3Filed Sep 21 49d
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Pittsburgh, CA Successor AgencyBuy$50K–$100KTraded Jul 30Filed Aug 17 18d
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Audax Senior Loan Fund ST LPBuyOver $1MTraded Jul 29Filed Aug 17 19d
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U.S. Treasury BillSell · partOver $1MTraded Jul 28Filed Aug 17 20d
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U.S. Treasury BillSell · part$50K–$100KTraded Jul 28Filed Aug 17 20d
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U.S. Treasury BillSell · part$15K–$50KTraded Jul 28Filed Aug 17 20d
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Smash Capital Fund II LPBuy$50K–$100KTraded Jul 28Filed Aug 17 20d
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U.S. Treasury BillBuyOver $1MTraded Jul 27Filed Aug 17 21d
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U.S. Treasury BillBuy$50K–$100KTraded Jul 27Filed Aug 17 21d
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Los Angeles CA IMPTSchSell$500K–$1MTraded Jul 24Filed Aug 17 24d
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Los Angeles CA IMPT SCHSell$50K–$100KTraded Jul 24Filed Aug 17 24d
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Los Angeles CA GO UTXSell · part$500K–$1MTraded Jul 24Filed Aug 17 24d
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U.S. Treasury BillSell · part$50K–$100KTraded Jul 23Filed Aug 17 25d
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Valo Ventures GP II, LPBuy$15K–$50KTraded Jul 22Filed Aug 17 26d
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Charlotte-Meckle HLTHSell$250K–$500KTraded Jul 22Filed Aug 17 26d
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Los Angeles Cnty CA TRANsBuy$100K–$250KTraded Jul 1Filed Aug 17 47d
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Form EnergyBuy$250K–$500KTraded Jun 26Filed Jul 10 14d
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Charlotte-Meckle HLTHBuy$250K–$500KTraded Jun 26Filed Jul 10 14d
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U.S. Treasury BillSell · part$250K–$500KTraded Jun 25Filed Jul 10 15d
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San Juan CA UNI GO UTXBuy$50K–$100KTraded Jun 24Filed Jul 10 16d
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Dublin CA UNIF SCH DISTSell$100K–$250KTraded Jun 24Filed Jul 10 16d
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Allocate Premier Access FundBuy$15K–$50KTraded Jun 24Filed Jul 10 16d
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Allocate Alpha Fund II LPBuy$15K–$50KTraded Jun 24Filed Jul 10 16d
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Smash Capital Fund II LPBuy$100K–$250KTraded Jun 18Filed Jul 10 22d
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U.S. Treasury BillSell · part$50K–$100KTraded Jun 11Filed Jul 10 29d
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New York, NY City COMB TXBuy$500K–$1MTraded Jun 11Filed Jul 10 29d
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Grapevine-Colleyville TX GO UTXSell$50K–$100KTraded Jun 4Filed Jul 10 36d
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Southwestern Community Coll EducBuy$500K–$1MTraded Jun 3Filed Jul 10 37d
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U.S. Treasury BillsBuy$250K–$500KTraded Jun 1Filed Jul 10 39d
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San Juan CA USD IMPT SCHSell$500K–$1MTraded May 29Filed Jun 19 21d
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U. S. Treasury BillsSell · part$100K–$250KTraded May 26Filed Jun 19 24d
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Kentucky PUB UTILBuy$250K–$500KTraded May 21Filed Jun 19 29d
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Dublin CA UNIF SCH DISTSell$250K–$500KTraded May 21Filed Jun 19 29d
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Energy Northwest WA PWR UTILBuy$500K–$1MTraded May 20Filed Jun 19 30d
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Val Verde CA UNIF SCHBuy$50K–$100KTraded May 19Filed Jun 19 31d
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Miami-Dade Cnty FL SCH COPSBuy$50K–$100KTraded May 19Filed Jun 19 31d
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Chabot-Las Positas COLL EDUCBuy$100K–$250KTraded May 19Filed Jun 19 31d
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U.S. Treasury BillsBuy$250K–$500KTraded May 18Filed Jun 19 32d
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Visalia CA Unif Imp SchSell$500K–$1MTraded May 15Filed Jun 19 35d
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Kent Street Group LLCBuy$15K–$50KTraded May 15Filed Jun 19 35d
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EEMA O&M Services GroupBuy$250K–$500KTraded May 15Filed Jun 19 35d
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U.S. Treasury BillsSell · part$15K–$50KTraded May 14Filed Jun 19 36d
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Burbank Glendale PA Air TranBuy$250K–$500KTraded May 14Filed Jun 19 36d
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Los Angeles CA IMPT SCHBuy$50K–$100KTraded May 11Filed Jun 19 39d
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U.S. Treasury BillsSell · part$100K–$250KTraded May 8Filed Jun 19 42d
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Westminster CA IMPT SCHBuy$50K–$100KTraded May 7Filed Jun 19 43d
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Westminster CA Impt SchBuy$500K–$1MTraded May 7Filed Jun 19 43d
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U.S. Treasury BillsSell · part$15K–$50KTraded May 7Filed Jun 19 43d
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Torch Capital III LPBuy$15K–$50KTraded May 7Filed Jun 19 43d
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San Diego CA Unif SchBuy$250K–$500KTraded May 6Filed Jun 19 44d
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Franklin-McKinley IMPT SCHBuy$50K–$100KTraded May 6Filed Jun 19 44d
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East Bay CA Muni UtilBuy$250K–$500KTraded May 6Filed Jun 19 44d
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East Bay CA MUN WTR UTILBuy$50K–$100KTraded May 6Filed Jun 19 44d
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Fairfield-Suisun CABuy$500K–$1MTraded May 5Filed Jun 19 45d
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Bonita CA UNI SCHBuy$50K–$100KTraded May 5Filed Jun 19 45d
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Austin TX ARPT SYS TRANBuy$50K–$100KTraded May 5Filed Jun 19 45d
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U.S. Treasury BillsSell · part$50K–$100KTraded May 4Filed Jun 19 46d
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San Juan CASell · part$100K–$250KTraded May 4Filed Jun 19 46d
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CA InfrastructureSell$500K–$1MTraded May 1Filed Jun 19 49d
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U.S Treasury BillsSell · part$50K–$100KTraded Apr 30Filed May 18 18d
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Berks Cnty PA GO UTXBuy$50K–$100KTraded Apr 28Filed May 18 20d
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Audax Senior Loan Fund ST LPBuyOver $1MTraded Apr 28Filed May 18 20d
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UNIV CA PUB EDUCSell$50K–$100KTraded Apr 24Filed May 18 24d
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U.S Treasury BillsSell · part$50K–$100KTraded Apr 24Filed May 18 24d
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San Diego CNTY CA WTR UTILSell$50K–$100KTraded Apr 24Filed May 18 24d
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Los Angeles CNTY EXCISESell$50K–$100KTraded Apr 24Filed May 18 24d
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Los Angeles CA GO UTXSell$50K–$100KTraded Apr 24Filed May 18 24d
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Illinois State GO UTXBuy$500K–$1MTraded Apr 24Filed May 18 24d
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U.S Treasury BillsSell · part$15K–$50KTraded Apr 23Filed May 18 25d
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U.S Treasury BillsSell · part$50K–$100KTraded Apr 22Filed May 18 26d
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San Francisco CA Bay Mass TranSell$50K–$100KTraded Apr 22Filed May 18 26d
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Novato CA UNI SCHSell$50K–$100KTraded Apr 22Filed May 18 26d
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Los Angeles County Excise TaxSell$250K–$500KTraded Apr 22Filed May 18 26d
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Met Govt Nashville, TN HLTH SYSBuy$250K–$500KTraded Apr 21Filed May 18 27d
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Los Angeles CNTY EXCISEBuy$500K–$1MTraded Apr 21Filed May 18 27d
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Los Angeles Cnty CA EXCISEBuy$50K–$100KTraded Apr 21Filed May 18 27d
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Austin TX WTR UTILBuy$50K–$100KTraded Apr 21Filed May 18 27d
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U.S Treasury BillsSell · part$100K–$250KTraded Apr 17Filed May 18 31d
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U.S Treasury BillsSell · part$50K–$100KTraded Apr 16Filed May 18 32d
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Trinity River Auth SWR UTILBuy$50K–$100KTraded Apr 16Filed May 18 32d
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Chester Cnty PA SCHBuy$50K–$100KTraded Apr 14Filed May 18 34d
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U.S Treasury BillsSell · part$50K–$100KTraded Apr 13Filed May 18 35d
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U.S Treasury BillsSell · part$250K–$500KTraded Apr 13Filed May 18 35d
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Pasadena CA COLL EDUCSell$250K–$500KTraded Apr 13Filed May 18 35d
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U.S Treasury BillsSell · part$50K–$100KTraded Apr 10Filed May 18 38d
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U.S Treasury BillsSell · part$50K–$100KTraded Apr 9Filed May 18 39d
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Los Angeles CA Pwr UtilSell$500K–$1MTraded Apr 9Filed May 18 39d
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Grapevine-Colleyville TX GO UTXBuy$50K–$100KTraded Apr 9Filed May 18 39d
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California Health SYSBuy$50K–$100KTraded Apr 9Filed May 18 39d
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CA ST PUB W BLDGBuy$250K–$500KTraded Apr 9Filed May 18 39d
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CA ST PUB W BLDGBuy$50K–$100KTraded Apr 9Filed May 18 39d
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Pittsburgh CA WTR UTILSell$250K–$500KTraded Apr 7Filed May 18 41d
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U.S Treasury BillsSell · part$100K–$250KTraded Apr 6Filed May 18 42d
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Los Angeles CA Wtr Swr UtilSell$500K–$1MTraded Apr 6Filed May 18 42d
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U.S Treasury BillsSell · part$50K–$100KTraded Apr 2Filed May 18 46d
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Sacramento Muni Util DistSell$250K–$500KTraded Apr 2Filed May 18 46d
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Sacramento Muni Util DistSell$100K–$250KTraded Apr 2Filed May 18 46d
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Los Angeles CA Wtr Swr UtilSell$100K–$250KTraded Apr 2Filed May 18 46d
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Anaheim CA Hsg Elec UtilSell$50K–$100KTraded Apr 2Filed May 18 46d
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U.S Treasury BillsBuy$250K–$500KTraded Mar 30Filed Apr 29 30d
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U.S Treasury BillsBuy$250K–$500KTraded Mar 30Filed Apr 29 30d
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Riverside CA Elec UtilSellOver $1MTraded Mar 30Filed Apr 29 30d
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San Diego CA UNI GO UTXSell$250K–$500KTraded Mar 27Filed Apr 29 33d
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Allocate Alpha Fund II LPBuy$1K–$15KTraded Mar 26Filed Apr 29 34d
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U.S Treasury BillsBuy$500K–$1MTraded Mar 25Filed Apr 29 35d
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Inverted Capital I LPBuy$50K–$100KTraded Mar 25Filed Apr 29 35d
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Allocate Premier Access FundBuy$1K–$15KTraded Mar 25Filed Apr 29 35d
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U.S. Treasury NotesSellOver $1MTraded Mar 24Filed Apr 29 36d
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U.S Treasury BillsSell · part$100K–$250KTraded Mar 24Filed Apr 29 36d
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U. S. Treasury BillsSell · part$500K–$1MTraded Feb 19Filed Mar 18 27d
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Stepstone Tactical Growth Fund III, LPBuy$1K–$15KTraded Feb 13Filed Mar 18 33d
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Kent Street O&M Holdings LLCBuy$100K–$250KTraded Feb 4Filed Mar 18 42d
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Valo Ventures GP II, LPBuy$50K–$100KTraded Feb 3Filed Mar 18 43d
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Valo Ventures GP II, LPBuy$15K–$50KTraded Jan 21Filed Feb 25 35d
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Regeneration VC Fund 1 LPBuy$15K–$50KTraded Jan 21Filed Feb 25 35d
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Solace HealthBuy$250K–$500KTraded Jan 14Filed Feb 25 42d
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U.S Treasury BillsBuy$100K–$250KTraded Dec 29, 2025Filed Jan 19 21d
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U.S Treasury BillsSell · part$100K–$250KTraded Dec 26, 2025Filed Jan 19 24d
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Allocate Premier Access FundBuy$15K–$50KTraded Dec 19, 2025Filed Jan 19 31d
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Allocate Alpha Fund II LPBuy$1K–$15KTraded Dec 19, 2025Filed Jan 19 31d
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U.S Treasury BillsBuy$50K–$100KTraded Dec 8, 2025Filed Jan 19 42d
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U.S Treasury BillsSell · part$50K–$100KTraded Dec 4, 2025Filed Jan 19 46d
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Kent Street Group LLCBuy$15K–$50KTraded Nov 20, 2025Filed Dec 11, 2025 21d
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Palmdale CA SchBuy$100K–$250KTraded Nov 19, 2025Filed Dec 11, 2025 22d
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Allocate Alpha Fund II LPBuy$15K–$50KTraded Nov 19, 2025Filed Dec 11, 2025 22d
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U.S. Treasury NotesSell · part$500K–$1MTraded Nov 18, 2025Filed Dec 11, 2025 23d
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Motesto CA WasteBuy$100K–$250KTraded Nov 12, 2025Filed Dec 11, 2025 29d
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Sacramento CA WTR UTILSell$100K–$250KTraded Nov 3, 2025Filed Dec 11, 2025 38d
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U.S Treasury BillsBuy$15K–$50KTraded Oct 6, 2025Filed Nov 14, 2025 39d
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U.S Treasury BillsSell · part$15K–$50KTraded Oct 2, 2025Filed Nov 14, 2025 43d
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San Francisco CA Sewer UtilSell$50K–$100KTraded Oct 1, 2025Filed Nov 14, 2025 44d
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Riverside CA Sewer UtilSell$100K–$250KTraded Sep 29, 2025Filed Oct 17, 2025 18d
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U.S Treasury BillsSell · part$15K–$50KTraded Sep 25, 2025Filed Oct 17, 2025 22d
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Inverted Capital I LPBuy$50K–$100KTraded Sep 25, 2025Filed Oct 17, 2025 22d
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Allocate Alpha Fund II LPBuy$15K–$50KTraded Sep 24, 2025Filed Oct 17, 2025 23d
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Allocate Premier Access FundBuy$15K–$50KTraded Sep 22, 2025Filed Oct 17, 2025 25d
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Anaheim CA Hsg Elec UtilBuy$50K–$100KTraded Sep 10, 2025Filed Oct 17, 2025 37d
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San Francisco CA Bay Mass TranBuy$50K–$100KTraded Sep 9, 2025Filed Oct 17, 2025 38d
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U.S Treasury BillsBuy$100K–$250KTraded Sep 8, 2025Filed Oct 17, 2025 39d
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U.S Treasury BillsSell · part$50K–$100KTraded Sep 8, 2025Filed Oct 17, 2025 39d
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U.S Treasury BillsSell · part$100K–$250KTraded Sep 4, 2025Filed Oct 17, 2025 43d
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Inverted Capital I LPBuy$100K–$250KTraded Sep 3, 2025Filed Oct 17, 2025 44d
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San Jose CA Uni SchBuy$500K–$1MTraded Aug 5, 2025Filed Sep 15, 2025 41d
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CA ST UNIV PUB EDUCBuy$100K–$250KTraded Aug 5, 2025Filed Sep 15, 2025 41d
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U.S Treasury BillsBuy$250K–$500KTraded Aug 1, 2025Filed Sep 15, 2025 45d
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Santa Clara CN CA HLTHSell$15K–$50KTraded Aug 1, 2025Filed Sep 15, 2025 45d
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San Juan CA USD IMPT SCHSell · part$100K–$250KTraded Aug 1, 2025Filed Sep 15, 2025 45d
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Mammoth CA USD IMPT SCHSell$50K–$100KTraded Aug 1, 2025Filed Sep 15, 2025 45d
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U.S Treasury BillsSell · part$250K–$500KTraded Jul 31, 2025Filed Aug 11, 2025 11d
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Kent Street Group LLCBuy$15K–$50KTraded Jul 24, 2025Filed Aug 11, 2025 18d
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GV Livingston LLCBuy$50K–$100KTraded Jul 3, 2025Filed Aug 11, 2025 39d
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Los Angeles CA FINL SCHSell$50K–$100KTraded Jul 1, 2025Filed Aug 11, 2025 41d
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Valo Ventures GP II, LPBuy$15K–$50KTraded Jun 25, 2025Filed Jul 16, 2025 21d
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Allocate Alpha Fund II LPBuy$1K–$15KTraded Jun 24, 2025Filed Jul 16, 2025 22d
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Allocate Premier Access FundBuy$15K–$50KTraded Jun 23, 2025Filed Jul 16, 2025 23d
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U.S Treasury BillsBuy$100K–$250KTraded Jun 16, 2025Filed Jul 16, 2025 30d
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U.S Treasury BillsSell · part$100K–$250KTraded Jun 12, 2025Filed Jul 16, 2025 34d
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Los Angeles CA Wtr Swr UtilBuy$100K–$250KTraded Jun 10, 2025Filed Jul 16, 2025 36d
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East Bay MUD SYS CASell · part$50K–$100KTraded Jun 2, 2025Filed Jul 16, 2025 44d
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Allocate Alpha Fund II LPBuy$15K–$50KTraded May 27, 2025Filed Jun 23, 2025 27d
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Allocate Premier Access FundBuy$15K–$50KTraded May 23, 2025Filed Jun 23, 2025 31d
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Lynett Capital Partners IIIBuy$100K–$250KTraded May 21, 2025Filed Jun 23, 2025 33d
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Kent Street Group LLCBuy$15K–$50KTraded Apr 14, 2025Filed May 16, 2025 32d
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U.S Treasury BillsSell · part$250K–$500KTraded Apr 11, 2025Filed May 16, 2025 35d
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U.S Treasury BillsBuy$500K–$1MTraded Mar 31, 2025Filed Apr 18, 2025 18d
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U.S Treasury BillsSell · part$500K–$1MTraded Mar 27, 2025Filed Apr 18, 2025 22d
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U.S Treasury BillsBuy$250K–$500KTraded Feb 3, 2025Filed Mar 14, 2025 39d
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U.S Treasury BillsSell · part$250K–$500KTraded Jan 28, 2025Filed Feb 18, 2025 21d
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Kent Street Group LLCBuy$15K–$50KTraded Jan 10, 2025Filed Feb 18, 2025 39d
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U.S Treasury BillsBuy$500K–$1MTraded Dec 30, 2024Filed Jan 15, 2025 16d
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U.S Treasury BillsSell · part$500K–$1MTraded Dec 26, 2024Filed Jan 15, 2025 20d
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Allocate Premier Access FundBuy$15K–$50KTraded Dec 23, 2024Filed Jan 15, 2025 23d
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Allocate Alpha Fund II LPBuy$15K–$50KTraded Dec 23, 2024Filed Jan 15, 2025 23d
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U.S. Treasury NotesSell · part$50K–$100KTraded Dec 19, 2024Filed Jan 15, 2025 27d
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U.S Treasury BillsBuy$250K–$500KTraded Dec 16, 2024Filed Jan 15, 2025 30d
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U.S Treasury BillsBuy$250K–$500KTraded Dec 16, 2024Filed Jan 15, 2025 30d
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CA ST DEPT WTR UTILSell$250K–$500KTraded Dec 2, 2024Filed Jan 15, 2025 44d
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Stepstone Tactical Growth Fund III, LPBuy$1K–$15KTraded Nov 18, 2024Filed Dec 16, 2024 28d
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Visalia CA Uni IMPT SCHBuy$500K–$1MTraded Nov 7, 2024Filed Dec 16, 2024 39d
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Orange CTY CA REV UTXSell$50K–$100KTraded Oct 15, 2024Filed Nov 15, 2024 31d
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San Francisco CA Sewer UtilSell · part$500K–$1MTraded Oct 1, 2024Filed Nov 15, 2024 45d
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Sacramento CA WTR UTILBuy$50K–$100KTraded Sep 27, 2024Filed Oct 16, 2024 19d
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Allocate Premier Access FundBuy$15K–$50KTraded Sep 20, 2024Filed Oct 16, 2024 26d
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Allocate Alpha Fund II LPBuy$15K–$50KTraded Sep 19, 2024Filed Oct 16, 2024 27d
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Kent Street Group GPBuy$15K–$50KTraded Sep 11, 2024Filed Oct 16, 2024 35d
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GV Christi LLCBuy$50K–$100KTraded Sep 10, 2024Filed Oct 16, 2024 36d
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Lynett Capital Partners IIIBuy$100K–$250KTraded Sep 9, 2024Filed Oct 16, 2024 37d
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San Mateo CA UHSD IMPT SCHSell$50K–$100KTraded Sep 3, 2024Filed Oct 16, 2024 43d
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CA ST UNIV PUB EDUCBuy$250K–$500KTraded Aug 29, 2024Filed Sep 12, 2024 14d
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San Juan CA USD IMPT SCHBuy$100K–$250KTraded Aug 20, 2024Filed Sep 12, 2024 23d
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Foothill-DeAnza CCD CA EducBuy$500K–$1MTraded Aug 15, 2024Filed Sep 12, 2024 28d
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U.S Treasury BillsSell · part$500K–$1MTraded Aug 8, 2024Filed Sep 12, 2024 35d
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San Diego CA UNI GO UTXBuy$250K–$500KTraded Aug 8, 2024Filed Sep 12, 2024 35d
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Los Angeles CA FINL SCHBuy$50K–$100KTraded Aug 7, 2024Filed Sep 12, 2024 36d
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San Francisco CA BARTSell$250K–$500KTraded Aug 1, 2024Filed Sep 12, 2024 42d
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Cerritos CA CCD COLL EDUCSell$50K–$100KTraded Aug 1, 2024Filed Sep 12, 2024 42d
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U.S Treasury BillsSell · part$250K–$500KTraded Jul 25, 2024Filed Aug 7, 2024 13d
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Los Angeles CA IMPT SchBuy$500K–$1MTraded Jul 23, 2024Filed Aug 7, 2024 15d
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Cambrian CA SDSell$500K–$1MTraded Jul 17, 2024Filed Aug 7, 2024 21d
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San Diego CA WTR UTILBuy$50K–$100KTraded Jul 12, 2024Filed Aug 7, 2024 26d
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Santa Clara CN CA HLTHBuy$15K–$50KTraded Jul 10, 2024Filed Aug 7, 2024 28d
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Sacramento CA UTILBuy$100K–$250KTraded Jul 10, 2024Filed Aug 7, 2024 28d
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U.S Treasury BillsBuy$500K–$1MTraded Jul 1, 2024Filed Aug 7, 2024 37d
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Marin CA MIN WTR UTILSell$50K–$100KTraded Jul 1, 2024Filed Aug 7, 2024 37d
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Torch Capital III LPBuy$15K–$50KTraded Jun 27, 2024Filed Jul 15, 2024 18d
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UNIV CA PUB EDUCBuy$50K–$100KTraded Jun 21, 2024Filed Jul 15, 2024 24d
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U.S Treasury BillsSell · partOver $1MTraded Jun 20, 2024Filed Jul 15, 2024 25d
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San Francisco CA IMPT SCHSell$50K–$100KTraded Jun 17, 2024Filed Jul 15, 2024 28d
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U.S Treasury BillsSell · part$250K–$500KTraded Jun 11, 2024Filed Jul 15, 2024 34d
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U.S Treasury BillsSell · part$250K–$500KTraded Jun 7, 2024Filed Jul 15, 2024 38d
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Alhambra CA USD SCHBuy$250K–$500KTraded Jun 3, 2024Filed Jul 15, 2024 42d
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Oceanside CA IMPT SCHBuy$500K–$1MTraded May 22, 2024Filed Jun 25, 2024 34d
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San Diego, CA IMPT SCHBuy$50K–$100KTraded May 20, 2024Filed Jun 25, 2024 36d
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Los Angeles County, CA Excise TaxBuy$50K–$100KTraded May 20, 2024Filed Jun 25, 2024 36d
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Los Angeles CA GO UTXBuy$50K–$100KTraded May 17, 2024Filed Jun 25, 2024 39d
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U.S Treasury BillsSell · part$250K–$500KTraded May 16, 2024Filed Jun 25, 2024 40d
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U.S Treasury NotesBuy$500K–$1MTraded Apr 3, 2024Filed May 13, 2024 40d
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U.S Treasury BillsSell · part$500K–$1MTraded Mar 21, 2024Filed Apr 17, 2024 27d
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U.S Treasury NotesBuy$500K–$1MTraded Mar 5, 2024Filed Apr 17, 2024 43d
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U.S Treasury BillsSell · part$500K–$1MTraded Feb 29, 2024Filed Mar 11, 2024 11d
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U.S Treasury BillsBuy$500K–$1MTraded Feb 14, 2024Filed Mar 11, 2024 26d
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U.S Treasury BillsSell · part$500K–$1MTraded Feb 8, 2024Filed Mar 11, 2024 32d
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U.S Treasury BillsBuy$250K–$500KTraded Jan 31, 2024Filed Feb 15, 2024 15d
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U.S Treasury BillsSell · part$250K–$500KTraded Jan 18, 2024Filed Feb 15, 2024 28d
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Lynett Capital Partners III, LPBuy$100K–$250KTraded Jan 17, 2024Filed Feb 15, 2024 29d
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U.S Treasury NotesBuyOver $1MTraded Jan 2, 2024Filed Feb 15, 2024 44d
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U.S Treasury BillsBuyOver $1MTraded Jan 2, 2024Filed Feb 15, 2024 44d
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U.S. Treasury NotesBuy$100K–$250KTraded Dec 27, 2023Filed Jan 22, 2024 26d
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U.S Treasury BillsBuyOver $1MTraded Dec 27, 2023Filed Jan 22, 2024 26d
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U.S Treasury NotesBuyOver $1MTraded Dec 26, 2023Filed Jan 22, 2024 27d
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U.S Treasury BillsSell · part$500K–$1MTraded Dec 21, 2023Filed Jan 22, 2024 32d
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Solano CA CCD EducBuy$250K–$500KTraded Dec 19, 2023Filed Jan 22, 2024 34d
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U.S Treasury BillsSell · part$500K–$1MTraded Dec 14, 2023Filed Jan 22, 2024 39d
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Paris TX, GO LTXBuy$250K–$500KTraded Dec 14, 2023Filed Jan 22, 2024 39d
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U.S Treasury BillsBuy$250K–$500KTraded Nov 20, 2023Filed Dec 14, 2023 24d
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U.S Treasury BillsBuy$500K–$1MTraded Nov 17, 2023Filed Dec 14, 2023 27d
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U.S Treasury BillsBuy$500K–$1MTraded Nov 8, 2023Filed Dec 14, 2023 36d
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Lynett Capital Partners V, LPBuy$100K–$250KTraded Nov 8, 2023Filed Dec 14, 2023 36d
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Los Angeles CA GO UTXBuy$500K–$1MTraded Nov 8, 2023Filed Dec 14, 2023 36d
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U.S Treasury BillsSell · part$500K–$1MTraded Nov 2, 2023Filed Dec 14, 2023 42d
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CA UNIV REVSell$500K–$1MTraded Nov 1, 2023Filed Dec 14, 2023 43d
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Riverside CA Sewer UtilBuy$100K–$250KTraded Oct 31, 2023Filed Nov 15, 2023 15d
No trades match these filters.
Reported holdings
2025 annual report · filed Aug 12, 2026 · values at year end, in the ranges disclosed · changes vs 2024
$43M+
sum of 106 disclosed ranges
- Fund 38
- Bond 38
- Private business 7
- Stock 1
- Other 18
- Cash 4
- AWEIXCIBC Atlas Disciplined Equity Fund Institutional ClassSelf$1M–$5MSame band
- Rancho Corte Madera, Inc.Self$1M–$5MSame band
- IVViShares Core S&P 500 ETFSelf$1M–$5MSame band
- IWRiShares Russell Mid-Cap ETFSelf$1M–$5MSame band
- Charles Schwab Cash AccountSpouseOver $1MSame band
- Multi-Pack Solutions LLCSpouseOver $1MSame band
- Riverside CA Elec UtilSpouseOver $1MSame band
- U.S Treasury BillsSpouseOver $1MSame band
- U.S. Treasury NotesSpouseOver $1MSame band
- VEAVanguard FTSE Developed Markets ETFSpouseOver $1MSame band
- VWOVanguard FTSE Emerging Markets ETFSpouseOver $1M▲ $15K–$50K
- Vanguard LifeStrategy ModerateSpouseOver $1MSame band
- VOVanguard Mid-Cap ETFSpouseOver $1MSame band
- VOOVanguard S&P 500 ETFSpouseOver $1MSame band
- VBVanguard Small-Cap ETFSpouseOver $1MSame band
- VTIVanguard Total Stock Market ETFSpouseOver $1MSame band
- IVViShares Core S&P 500 ETFSpouseOver $1MSame band
- IWFiShares Russell 1000 Growth ETFSpouseOver $1MSame band
- IWMiShares Russell 2000 Index FundSpouseOver $1MNew
- IWRiShares Russell Mid-Cap ETFSpouseOver $1MSame band
- IWPiShares Russell Midcap Growth ETFSpouseOver $1MSame band
- AWMIX(AWMIX)Self$1,000,000New
- AWWIX(AWWIX)Self$1,000,000New
- AWEIXClassSelf$1,000,000▼ $1M–$5M
- SCAXXSharesSelf$1,000,000▲ $15K–$50K
- SCOXXSharesSelf$1,000,000New
- American Funds 2025 Trgt Date RetireSelf$500K–$1MSame band
- CA Infra & Dev Bk Comb UtilSpouse$500K–$1MSame band
- AWWIXCIBC Atlas International Growth Fund - InstitutionalSelf$500K–$1MNew
- CGDVCapital Group Dividend Value ETFSpouse$500K–$1MNew
- Dublin CA Unified Sch DistSpouse$500K–$1MSame band
- Enterprise CA Elem Sch Dist RfdgSpouse$500K–$1MSame band
- Foothill-DeAnza CCD CA EducSpouse$500K–$1MSame band
- Los Angeles CA GO UTXSpouse$500K–$1MSame band
- Los Angeles CA IMPTSchSpouse$500K–$1MSame band
- Los Angeles CA Wtr Swr UtilSpouse$500K–$1MNew
- Los Angeles, CA Dept. of Water & PowerSpouse$500K–$1MSame band
- Lynett Capital Partners III, LPSpouse$500K–$1M▲ $250K–$500K
- Manufacturers Drive LLCSpouse$500K–$1M▲ $250K–$500K
- Oceanside CA IMPT SCHSpouse$500K–$1MSame band
- San Carlos CA SD Impt SchSpouse$500K–$1MSame band
- San Jose CA Uni SchSpouse$500K–$1MNew
- San Juan, CA USDSpouse$500K–$1M▼ Over $1M
- VEAVanguard FTSE Developed Markets ETFSelf$500K–$1M▲ $250K–$500K
- Visalia CA Uni IMPT SCHSpouse$500K–$1MSame band
- IWFiShares Russell 1000 Growth FundSelf$500K–$1MNew
- IWPiShares Russell Midcap Growth ETFSelf$500K–$1MSame band
- Alhambra CA USD SCHSpouse$250K–$500KSame band
- Allocate Premier Access FundSpouse$250K–$500K▲ $100K–$250K
- Bank of AmericaSelf$250K–$500KNew
- CA ST UNIV PUB EDUCSpouse$250K–$500KSame band
- Los Angeles County Excise TaxSpouse$250K–$500KSame band
- Paris TX, GO LTXSpouse$250K–$500KSame band
- Pasadena CA Area CC EducSpouse$250K–$500KSame band
- Pittsburg CA Wtr UtilSpouse$250K–$500KSame band
- Regeneration VC Fund 1 LPSpouse$250K–$500KSame band
- Sacramento Muni Util DistSpouse$250K–$500KSame band
- San Diego CA UNI GO UTXSpouse$250K–$500KSame band
- Sinclair & RushSpouse$250K–$500KSame band
- Solano CA CCD EducSpouse$250K–$500KSame band
- StepStone Tactical Growth Fund III, LPSpouse$250K–$500KSame band
- VTVVanguard Value ETFSpouse$250K–$500KSame band
- IWMiShares Russell 2000 Index FundSelf$250K–$500KNew
- ABL Space SystemsSpouse$100K–$250KSame band
- Allocate Alpha Fund II LPSpouse$100K–$250KSame band
- CA ST UNIV PUB EDUCSpouse$100K–$250K▼ $250K–$500K
- CGDVCapital Group Dividend Value ETFSelf$100K–$250KNew
- Charles Schwab Cash AccountSelf$100K–$250KSame band
- Coinfund Liquid Opportunities OnshoreSpouse$100K–$250KSame band
- GV Pines Apartments, LLCSpouse$100K–$250KSame band
- Inverted Capital I LPSpouse$100K–$250KNew
- Lynett Capital Partners II LPSpouse$100K–$250K▼ $250K–$500K
- Mariposa CTY, CA IMPT SCHSpouse$100K–$250KSame band
- Motesto CA WasteSpouse$100K–$250KNew
- Palmdale CA SchSpouse$100K–$250KNew
- San Diego CA Trans Excise TaxSpouse$100K–$250KSame band
- SWKXXSchwab California Municipal Money Fund - Investor SharesSpouse$100K–$250K▼ $500K–$1M
- SWKXXSchwab California Municipal Money Fund - Investor SharesSelf$100K–$250KNew
- SNVXXSchwab Government Money Fund - Investor SharesSpouse$100K–$250KSame band
- Upper Sta Clr JPA Wtr UtilSpouse$100K–$250KSame band
- Valo Ventures GP II, LPSpouse$100K–$250K▲ $50K–$100K
- Anaheim CA Hsg Elec UtilSpouse$50K–$100KNew
- Bank of AmericaSpouse$50K–$100K▲ $1K–$15K
- Broadview Hghts OH GO UTXSpouse$50K–$100KSame band
- GV Christi LLCSpouse$50K–$100KSame band
- Novato CA USD IMPT SCHSpouse$50K–$100KSame band
- San Diego CA WTR UTILSpouse$50K–$100KSame band
- San Diego, CA IMPT SCHSpouse$50K–$100KSame band
- San Francisco CA Bay Mass TranSpouse$50K–$100KNew
- Torch Capital III LPSpouse$50K–$100KNew
- UNIV CA PUB EDUCSpouse$50K–$100KSame band
- VOOVanguard S&P 500 ETFSelf$50K–$100KSame band
- VTIVanguard Total Stock Market ETFSelf$50K–$100KSame band
- GV Livingston LLCSpouse$15K–$50KNew
- Kent Street Group LLCSpouse$15K–$50K▲ $1K–$15K
- VOVanguard Mid-Cap ETFSelf$15K–$50KSame band
- VBVanguard Small-Cap ETFSelf$15K–$50K▼ $1M–$5M
- Cameron Investment CorpSpouse$1K–$15KSame band
- Columbia Mgmt Advisors - City of San Diego Mngd Inc FundSelf$1K–$15KSame band
- Winward Academy, LLCSelf$1K–$15KSame band
- CIBC Atlas Disciplined Equity Fund InstitutionalSpouseSpouse/DC OverNew
- CIBC Atlas International Growth Fund - InstitutionalSpouseSpouse/DC OverNew
- CIBC Atlas Mid Cap Equity Fund Institutional ClassSpouseSpouse/DC OverNew
- City of San Diego PensionSelfUndeterminedSame band
- Schwab California Municipal Money Fund UltraSpouseSpouse/DC OverNew
- Schwab Treasury Obligations Money Fund UltraSpouseSpouse/DC OverNew
Not in the 2025 report
Listed in 2024 with a value, gone a year later: sold, or under $1,001.
- AWEIX CIBC Atlas Disciplined Equity Fund Institutio... Over $1M
- AWMIX CIBC Atlas Mid Cap Equity Fund Institutional ... Over $1M
- MMIIX MFS Municipal High Income Fd Cl I Over $1M
- SPYG SPDR Series Trust SPDR Portfolio S&P 500 Grow... Over $1M
- SCOXX Schwab Treasury Obligations Money Fund Ultra ... Over $1M
- East Bay MUD SYS CA $500K–$1M
- MMIIX MFS Municipal High Income Fd Cl I $500K–$1M
- SPYG SPDR Series Trust SPDR Portfolio S&P 500 Grow... $500K–$1M
- Bank of America Cash Account $100K–$250K
- Mammoth CA USD IMPT SCH $100K–$250K
- Riverside CA Sewer Util $100K–$250K
- San Francisco CA Sewer Util $100K–$250K
- Los Angeles CA FINL SCH $50K–$100K
- Sacramento CA WTR UTIL $50K–$100K
- Santa Clara CN CA HLTH $15K–$50K
- Torch Capital III LP $15K–$50K
Source filings
Every report we read for this page · newest first
- Sep 21, 2026 Periodic transaction report 17 trades View original
- Aug 17, 2026 Periodic transaction report 15 trades View original
- Aug 12, 2026 2025 annual report 117 assets View original
- Jul 10, 2026 Periodic transaction report 13 trades View original
- Jun 19, 2026 Periodic transaction report 30 trades View original
- May 18, 2026 Periodic transaction report 40 trades View original
- Apr 29, 2026 Periodic transaction report 10 trades View original
- Mar 18, 2026 Periodic transaction report 4 trades View original
- Feb 25, 2026 Periodic transaction report 3 trades View original
- Jan 19, 2026 Periodic transaction report 6 trades View original
- Dec 11, 2025 Periodic transaction report 6 trades View original
- Nov 14, 2025 Periodic transaction report 3 trades View original
- Oct 17, 2025 Periodic transaction report 11 trades View original
- Sep 15, 2025 Periodic transaction report 6 trades View original
- Aug 11, 2025 Periodic transaction report 4 trades View original
- Aug 11, 2025 2024 annual report 112 assets View original
- Jul 16, 2025 Periodic transaction report 7 trades View original
- Jun 23, 2025 Periodic transaction report 3 trades View original
- May 16, 2025 Periodic transaction report 2 trades View original
- Apr 18, 2025 Periodic transaction report 2 trades View original
- Mar 14, 2025 Periodic transaction report 1 trade View original
- Feb 18, 2025 Periodic transaction report 2 trades View original
- Jan 15, 2025 Periodic transaction report 8 trades View original
- Dec 16, 2024 Periodic transaction report 2 trades View original
- Nov 15, 2024 Periodic transaction report 2 trades View original
- Oct 16, 2024 Periodic transaction report 7 trades View original
- Sep 12, 2024 Periodic transaction report 8 trades View original
- Aug 7, 2024 Periodic transaction report 8 trades View original
- Aug 7, 2024 2023 annual report 104 assets View original
- Jul 15, 2024 Periodic transaction report 7 trades View original
- Jun 25, 2024 Periodic transaction report 5 trades View original
- May 13, 2024 Periodic transaction report 1 trade View original
- Apr 17, 2024 Periodic transaction report 2 trades View original
- Mar 11, 2024 Periodic transaction report 3 trades View original
- Feb 15, 2024 Periodic transaction report 5 trades View original
- Jan 22, 2024 Periodic transaction report 7 trades View original
- Dec 14, 2023 Periodic transaction report 7 trades View original
- Nov 15, 2023 Periodic transaction report 3 trades View original
- Oct 13, 2023 Periodic transaction report 4 trades 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.