Follow-The-Filings

Zoe Lofgren

D-CA-18 Representative for California’s 18th district Democrat In Congress since 1995

  • 2trades · 3 yrs
  • 0buys
  • 2sells
  • 26dmedian wait
  • 0filed late

Zoe Lofgren disclosed 2 trades made since Oct 4, 2023: 0 buys and 2 sales. All of them were a spouse's or joint account's. The latest, made Dec 11, 2025, was filed Jan 6, 2026.

Trades over time

Buys above the line, sells below · bigger dots, bigger ranges · tails run to the filing date

Buys Sells Dec 11, 2025 · Sale · Lynwood Unified School Dist... · $100K–$250K · disclosed 26d laterDec 11, 2025 · Sale · California State Public Wor... · $1K–$15K · disclosed 26d later

Trades

2 trades since Oct 4, 2023 · newest first

  1. Lynwood Unified School District GO Bonds
    BondJoint
    Sell
    $100K–$250K
    Traded Dec 11, 2025Filed Jan 6 26d
    ↗
  2. California State Public Works Board Lease Revenue Bonds, Ser. D
    BondJoint
    Sell
    $1K–$15K
    Traded Dec 11, 2025Filed Jan 6 26d
    ↗

Reported holdings

2025 annual report · filed Aug 10, 2026 · values at year end, in the ranges disclosed · changes vs 2024

Original
$2.8M–$8.9M sum of 26 disclosed ranges
  • Real estate 1
  • Fund 19
  • Cash 4
  • Private business 1
  • Other 1
  1. Residential Rental PropertyReal estateJoint$1M–$5MSame band
  2. PIMIXPIMCO Income Fund Insti ClassFundJoint$250K–$500KNew
  3. PIMIXPIMCO Income Fund Insti ClassFundSpouse$250K–$500KNew
  4. VOTETCW Transform 500 ETFFundJoint$250K–$500K▲ $100K–$250K
  5. VOTETCW Transform 500 ETFFundSpouse$250K–$500KSame band
  6. Deskworks Inc.Private businessSpouse$100K–$250KSame band
  7. FLCNXFidelity Contrafund K6FundSelf$100K–$250KSame band
  8. First Citizens BankCashJoint$100K–$250K▲ $15K–$50K
  9. MissionSquare PLUS R13 FundFundSelf$100K–$250KSame band
  10. VEMPXVanguard Extended Market Index Fund Insti PlusFundSelf$100K–$250KSame band
  11. RERGXEuroPacific Growth Fund Cl R-6FundSelf$50K–$100KSame band
  12. VIIIXVanguard Institutional Index Fund Institutional Plus SharesFundSelf$50K–$100KSame band
  13. ACWXiShares MSCI ACWI ex U.S. ETFFundJoint$50K–$100K▲ $15K–$50K
  14. ACWXiShares MSCI ACWI ex U.S. ETFFundSpouse$50K–$100KSame band
  15. IEMGiShares Core MSCI Emerging Markets ETFFundJoint$15K–$50K▲ $1K–$15K
  16. IEMGiShares Core MSCI Emerging Markets ETFFundSpouse$15K–$50KSame band
  17. IJRiShares Core S&P Small-Cap ETFFundJoint$15K–$50KNew
  18. IJRiShares Core S&P Small-Cap ETFFundSpouse$15K–$50KNew
  19. CashCashJoint$1K–$15KNew
  20. Fidelity Government Cash Reserves (FDRXX)CashJoint$1K–$15K▼ $100K–$250K
  21. Fidelity Government Cash Reserves (FDRXX)CashSpouse$1K–$15KSame band
  22. PIMIXPIMCO Income Fund Insti ClassFundSelf$1K–$15KNew
  23. VOTETCW Transform 500 ETFFundSelf$1K–$15KSame band
  24. ACWXiShares MSCI ACWI ex U.S. ETFFundSelf$1K–$15KSame band
  25. IJRiShares Core S&P Small-Cap ETFFundSelf$0–$1K▼ $1K–$15K
  26. California Public Employee Retirement SystemOtherSelfUndeterminedSame band

Not in the 2025 report

Listed in 2024 with a value, gone a year later: sold, or under $1,001.

  • Lynwood Unified School District GO Bonds $100K–$250K
  • GVI iShares Intermediate Government/Credit Bond ETF $100K–$250K
  • IQLT iShares MSCI Intl Quality Factor ETF $50K–$100K
  • ETILX Eventide Gilead Fund Institutional Class $15K–$50K
  • ETILX Eventide Gilead Fund Institutional Class $15K–$50K
  • John Marshall Collins PC, 100% Interest $15K–$50K
  • VSS Vanguard FTSE All-Wld ex-US SmCp Idx ETF $15K–$50K
  • IQLT iShares MSCI Intl Quality Factor ETF $15K–$50K
  • PFF iShares Preferred and Income Securities ETF $15K–$50K
  • PFF iShares Preferred and Income Securities ETF $15K–$50K
  • REET iShares Trust iShares Global REIT ETF $15K–$50K
  • HYG iShares iBoxx $ High Yield Corporate Bond ETF $15K–$50K
  • California State Public Works Board Lease Rev... $1K–$15K
  • GUNR FlexShares Global Upstream Natural Resources ... $1K–$15K
  • GUNR FlexShares Global Upstream Natural Resources ... $1K–$15K
  • TOLZ ProShares DJ Brookfield Global Infrastructure... $1K–$15K
  • TOLZ ProShares DJ Brookfield Global Infrastructure... $1K–$15K
  • HYMB SPDR Nuveen Bloomberg High Yield Municipal Bo... $1K–$15K
  • VSS Vanguard FTSE All-Wld ex-US SmCp Idx ETF $1K–$15K
  • GVI iShares Intermediate Government/Credit Bond ETF $1K–$15K
  • REET iShares Trust iShares Global REIT ETF $1K–$15K

Source filings

Every report we read for this page · newest first

  1. Aug 10, 2026 2025 annual report 37 assets View original
  2. Aug 10, 2026 2023 annual report · amended 69 assets View original
  3. Jan 6, 2026 Periodic transaction report 2 trades View original
  4. May 9, 2025 2024 annual report 42 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.