Zoe Lofgren
CA-19 Democrat
Disclosed: 2021-09-13
View PTR Filing
90d Post-Disclosure Performance
90d Post-Disclosure Performance
Highlighted trade is currently selected
Asset Transaction Type Transaction Date Volume Page PD Return 90d (%)
Adobe Inc
ADBE Technology
BUY 2021-08-09 1K–15K 1 2.04
Ally Financial Inc
ALLY Financial
BUY 2021-08-09 1K–15K 1 -10.23
Anheuser-Busch InBev SA/NV ADR
BUD Consumer Defensive
BUY 2021-08-09 1K–15K 1 -1.35
Abbvie Inc
ABBV Healthcare
BUY 2021-08-09 1K–15K 1 19.11
ALPS Active REIT ETF
REIT Financial
BUY 2021-08-09 1K–15K 1 4.95
Accenture plc
ACN Technology
BUY 2021-08-09 1K–15K 1 11.6
CVS Health Corp
CVS Healthcare
SELL 2021-08-24 1K–15K 2 -17.7
Applied Materials Inc
AMAT Technology
BUY 2021-08-09 15K–50K 2 5.66
Cintas Corporation
CTAS Industrials
BUY 2021-08-09 1K–15K 2 12.76
Credit Suisse High Yield Bond Fund
DHY Financial
BUY 2021-08-09 1K–15K 2 -2.13
Blackstone Inc
BX Financial
BUY 2021-08-09 1K–15K 2 0.62
Aon plc
AON Financial
BUY 2021-08-09 1K–15K 2 0.59
CVS Health Corp
CVS Healthcare
BUY 2021-08-09 1K–15K 2 17.7
Cisco Systems, Inc
CSCO Technology
SELL 2021-08-02 1K–15K 2 -1.57
Netapp Inc
NTAP Technology
BUY 2021-08-09 1K–15K 3 -4.45
Morgan Stanley
MS Financial
BUY 2021-08-09 1K–15K 3 -6.29
Edwards Lifesciences Corp
EW Healthcare
BUY 2021-08-09 1K–15K 3 1.16
JPMorgan Chase & Co
JPM Financial
BUY 2021-08-09 1K–15K 3 -0.63
Home Depot, Inc
HD Consumer Cyclical
BUY 2021-08-09 1K–15K 3 21.3
Mastercard Incorporated
MA Financial
BUY 2021-08-09 1K–15K 3 -0.6
NXP Semiconductors NV
NXPI Technology
BUY 2021-08-09 1K–15K 3 3.54
Jefferies Financial Group Inc
JEF Financial
BUY 2021-08-09 1K–15K 3 2.49
General Mills, Inc
GIS Consumer Defensive
SELL 2021-08-02 1K–15K 3 -13.39
HCA Healthcare Inc
HCA Healthcare
SELL 2021-08-02 1K–15K 3 4.91
Pfizer Inc
PFE Healthcare
BUY 2021-08-09 1K–15K 4 24.92
T-Mobile US Inc
TMUS Communication Services
BUY 2021-08-09 1K–15K 4 -11.54
Unitedhealth Group Inc
UNH Healthcare
BUY 2021-08-09 1K–15K 4 15.72
Trane Technologies plc
TT Industrials
BUY 2021-08-09 1K–15K 4 7.47
Unitedhealth Group Inc
UNH Healthcare
BUY 2021-08-09 1K–15K 4 15.72
Thermo Fisher Scientific Inc
TMO Healthcare
BUY 2021-08-09 1K–15K 4 15.59
Starbucks Corp
SBUX Consumer Cyclical
BUY 2021-08-09 1K–15K 4 -2.62
Qualcomm, Inc
QCOM Technology
SELL 2021-08-02 1K–15K 4 -28.32
Zoetis Inc
ZTS Healthcare
BUY 2021-08-09 1K–15K 5 13.48
Visa Inc
V Financial
BUY 2021-08-09 1K–15K 5 -5.9
Bancorp Inc
TBBK Financial
BUY 2021-08-09 1K–15K 5 6.7
Verizon Communications Inc
VZ Communication Services
BUY 2021-08-09 1K–15K 5 -6.85
Walgreens Boots Alliance Inc
WBA Healthcare
BUY 2021-08-09 1K–15K 5 0.88
Adobe Inc
ADBE Technology BUY
Volume
1K–15K
Page
1
Transaction Date
2021-08-09
90d Return
2.04%
Ally Financial Inc
ALLY Financial BUY
Volume
1K–15K
Page
1
Transaction Date
2021-08-09
90d Return
-10.23%
Anheuser-Busch InBev SA/NV ADR
BUD Consumer Defensive BUY
Volume
1K–15K
Page
1
Transaction Date
2021-08-09
90d Return
-1.35%
Abbvie Inc
ABBV Healthcare BUY
Volume
1K–15K
Page
1
Transaction Date
2021-08-09
90d Return
19.11%
ALPS Active REIT ETF
REIT Financial BUY
Volume
1K–15K
Page
1
Transaction Date
2021-08-09
90d Return
4.95%
Accenture plc
ACN Technology BUY
Volume
1K–15K
Page
1
Transaction Date
2021-08-09
90d Return
11.6%
CVS Health Corp
CVS Healthcare SELL
Volume
1K–15K
Page
2
Transaction Date
2021-08-24
90d Return
-17.7%
Applied Materials Inc
AMAT Technology BUY
Volume
15K–50K
Page
2
Transaction Date
2021-08-09
90d Return
5.66%
Cintas Corporation
CTAS Industrials BUY
Volume
1K–15K
Page
2
Transaction Date
2021-08-09
90d Return
12.76%
Volume
1K–15K
Page
2
Transaction Date
2021-08-09
90d Return
-2.13%
Blackstone Inc
BX Financial BUY
Volume
1K–15K
Page
2
Transaction Date
2021-08-09
90d Return
0.62%
Aon plc
AON Financial BUY
Volume
1K–15K
Page
2
Transaction Date
2021-08-09
90d Return
0.59%
CVS Health Corp
CVS Healthcare BUY
Volume
1K–15K
Page
2
Transaction Date
2021-08-09
90d Return
17.7%
Cisco Systems, Inc
CSCO Technology SELL
Volume
1K–15K
Page
2
Transaction Date
2021-08-02
90d Return
-1.57%
Netapp Inc
NTAP Technology BUY
Volume
1K–15K
Page
3
Transaction Date
2021-08-09
90d Return
-4.45%
Morgan Stanley
MS Financial BUY
Volume
1K–15K
Page
3
Transaction Date
2021-08-09
90d Return
-6.29%
Volume
1K–15K
Page
3
Transaction Date
2021-08-09
90d Return
1.16%
JPMorgan Chase & Co
JPM Financial BUY
Volume
1K–15K
Page
3
Transaction Date
2021-08-09
90d Return
-0.63%
Home Depot, Inc
HD Consumer Cyclical BUY
Volume
1K–15K
Page
3
Transaction Date
2021-08-09
90d Return
21.3%
Mastercard Incorporated
MA Financial BUY
Volume
1K–15K
Page
3
Transaction Date
2021-08-09
90d Return
-0.6%
NXP Semiconductors NV
NXPI Technology BUY
Volume
1K–15K
Page
3
Transaction Date
2021-08-09
90d Return
3.54%
Volume
1K–15K
Page
3
Transaction Date
2021-08-09
90d Return
2.49%
General Mills, Inc
GIS Consumer Defensive SELL
Volume
1K–15K
Page
3
Transaction Date
2021-08-02
90d Return
-13.39%
HCA Healthcare Inc
HCA Healthcare SELL
Volume
1K–15K
Page
3
Transaction Date
2021-08-02
90d Return
4.91%
Pfizer Inc
PFE Healthcare BUY
Volume
1K–15K
Page
4
Transaction Date
2021-08-09
90d Return
24.92%
T-Mobile US Inc
TMUS Communication Services BUY
Volume
1K–15K
Page
4
Transaction Date
2021-08-09
90d Return
-11.54%
Unitedhealth Group Inc
UNH Healthcare BUY
Volume
1K–15K
Page
4
Transaction Date
2021-08-09
90d Return
15.72%
Trane Technologies plc
TT Industrials BUY
Volume
1K–15K
Page
4
Transaction Date
2021-08-09
90d Return
7.47%
Unitedhealth Group Inc
UNH Healthcare BUY
Volume
1K–15K
Page
4
Transaction Date
2021-08-09
90d Return
15.72%
Volume
1K–15K
Page
4
Transaction Date
2021-08-09
90d Return
15.59%
Starbucks Corp
SBUX Consumer Cyclical BUY
Volume
1K–15K
Page
4
Transaction Date
2021-08-09
90d Return
-2.62%
Qualcomm, Inc
QCOM Technology SELL
Volume
1K–15K
Page
4
Transaction Date
2021-08-02
90d Return
-28.32%
Zoetis Inc
ZTS Healthcare BUY
Volume
1K–15K
Page
5
Transaction Date
2021-08-09
90d Return
13.48%
Visa Inc
V Financial BUY
Volume
1K–15K
Page
5
Transaction Date
2021-08-09
90d Return
-5.9%
Bancorp Inc
TBBK Financial BUY
Volume
1K–15K
Page
5
Transaction Date
2021-08-09
90d Return
6.7%
Verizon Communications Inc
VZ Communication Services BUY
Volume
1K–15K
Page
5
Transaction Date
2021-08-09
90d Return
-6.85%
Volume
1K–15K
Page
5
Transaction Date
2021-08-09
90d Return
0.88%