Congressional disclosures

Zoe Lofgren

Democrat · House · California · District 18 · serving since 1995 · last filed 10 months ago

Latest disclosure: sold a bond, $1,001 - $15,000, in a joint account on Dec 11, 2025, filed Jan 6, 2026 (26 days).

462
Transactions disclosed, all time
11d
Median delay from trade to disclosure, latest 40 disclosures
against the 45 day limit
20d over the whole record
0 buys·20 sells
Purchases and sales in the disclosures below
$4.8M
Disclosed volume, all time (est.)
$6.1M
Estimated net worth
A rounded estimate from disclosed ranges, priced to the market. Not a filed figure.
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Recent disclosures

20 of 462 on record · traded May 26, 2023 to Dec 11, 2025

Since the trade: the stock's move from the trade date to the latest close we hold (figures as of Oct 26, 2026), not the member's result. Not investment advice.

AssetTypeActionAmount disclosedStock since the tradeTrade dateDisclosedDelay
CALIFORNIA STATE PUBLIC WORKS BOARD LEASE REVENUE BONDS, SER. DJointBondSale$1,001 - $15,000n/aDec 11, 2025Jan 6, 202626d
LYNWOOD UNIFIED SCHOOL DISTRICT GO BONDSJointBondSale$100,001 - $250,000n/aDec 11, 2025Jan 6, 202626d
ORACLE CORPORATION ORDINARY SHARESSpouseAs filed: CORPORATE BONDStockSale$15,001 - $50,000n/aMay 26, 2023Jun 6, 202311d
USBU.S. BANCORPSpouseFinancial ServicesAs filed: CORPORATE BONDOtherSale$1,001 - $15,000+94.3%After the saleS&P 500 +81.0% · +13.2 pts vs S&P 500May 26, 2023Jun 6, 202311d
PARAMOUNT GLOBAL LTD.SpouseAs filed: CORPORATE BONDOtherSale$1,001 - $15,000n/aMay 26, 2023Jun 6, 202311d
BMOBANK OF MONTREALSpouseFinancial ServicesAs filed: CORPORATE BONDOtherSale$1,001 - $15,000+100.6%After the saleS&P 500 +81.0% · +19.6 pts vs S&P 500May 26, 2023Jun 6, 202311d
CATCATERPILLAR, INC.SpouseIndustrialsAs filed: CORPORATE BONDOtherSale$1,001 - $15,000+224.4%After the saleS&P 500 +81.0% · +143.3 pts vs S&P 500May 26, 2023Jun 6, 202311d
WESTPAC BANKING CORPORATIONSpouseAs filed: CORPORATE BONDOtherSale$1,001 - $15,000n/aMay 26, 2023Jun 6, 202311d
WFCWELLS FARGO & COMPANYSpouseFinancial ServicesAs filed: CORPORATE BONDOtherSale$1,001 - $15,000+99.8%After the saleS&P 500 +81.0% · +18.8 pts vs S&P 500May 26, 2023Jun 6, 202311d
UNPUNION PACIFIC CORPORATIONSpouseIndustrialsAs filed: CORPORATE BONDOtherSale$15,001 - $50,000+51.7%After the saleS&P 500 +81.0% · -29.4 pts vs S&P 500May 26, 2023Jun 6, 202311d
CVSCVS HEALTH CORPORATIONSpouseHealthcareAs filed: CORPORATE BONDOtherSale$1,001 - $15,000+38.2%After the saleS&P 500 +81.0% · -42.8 pts vs S&P 500May 26, 2023Jun 6, 202311d
CSCOCISCO SYSTEMS, INC.SpouseTechnologyAs filed: CORPORATE BONDOtherSale$1,001 - $15,000+113.6%After the saleS&P 500 +81.0% · +32.6 pts vs S&P 500May 26, 2023Jun 6, 202311d
NTAPNETAPP, INC.SpouseTechnologyAs filed: CORPORATE BONDOtherSale$1,001 - $15,000+208.6%After the saleS&P 500 +81.0% · +127.5 pts vs S&P 500May 26, 2023Jun 6, 202311d
PFEPFIZER, INC.SpouseHealthcareAs filed: CORPORATE BONDOtherSale$1,001 - $15,000-20.1%After the saleS&P 500 +81.0% · -101.2 pts vs S&P 500May 26, 2023Jun 6, 202311d
AMATAPPLIED MATERIALS, INC.SpouseTechnologyAs filed: CORPORATE BONDOtherSale$1,001 - $15,000+177.3%After the saleS&P 500 +81.0% · +96.2 pts vs S&P 500May 26, 2023Jun 6, 202311d
JEFJEFFERIES FINANCIAL GROUP INC.SpouseFinancial ServicesOtherSale$1,001 - $15,000+46.8%After the saleS&P 500 +81.0% · -34.2 pts vs S&P 500May 26, 2023Jun 6, 202311d
VZVERIZON COMMUNICATIONS INC.SpouseCommunication ServicesAs filed: CORPORATE BONDOtherSale$1,001 - $15,000+27.6%After the saleS&P 500 +81.0% · -53.4 pts vs S&P 500May 26, 2023Jun 6, 202311d
CCITIGROUP, INC.SpouseFinancial ServicesAs filed: CORPORATE BONDOtherSale$1,001 - $15,000+170.5%After the saleS&P 500 +81.0% · +89.4 pts vs S&P 500May 26, 2023Jun 6, 202311d
DESpouseIndustrialsAs filed: CORPORATE BONDStockSale$1,001 - $15,000+80.9%After the saleS&P 500 +81.0% · -0.1 pts vs S&P 500May 26, 2023Jun 6, 202311d
WBAWALGREENS BOOTS ALLIANCE, INC.SpouseHealthcareAs filed: CORPORATE BONDOtherSale$1,001 - $15,000-60.1%After the saleS&P 500 +54.1% · -114.1 pts vs S&P 500Price history ends Aug 27, 2025May 26, 2023Jun 6, 202311d

Showing the 20 most recent disclosures. Lines for the same asset, day, band and action are shown once and marked with the number of lines. All of Zoe Lofgren's trades in the browser, every line of every report.

Under each figure: the S&P 500 over the same window, and the gap between the stock and the index in percentage points. A disclosure carries a band, not a fill. After a sale the stock's move keeps its sign, so a positive number means the stock kept rising after the sale. An option row carries the underlying stock's move, not the option's value. Where a ticker stopped trading the row says when its price history ends; where the company trades on under a new ticker the figure is priced under that one. Estimates; n/a where we hold no figure for the row.

Estimated portfolio

4 holdings · $1,000,001 - $5,000,000 in total · estimate, as of Oct 25, 2026
HoldingEstimated valueShare of portfolio
VOTE$500,001 - $1,000,000
ACWX$100,001 - $250,000
IJR$50,001 - $100,000
IEMG$50,001 - $100,000

All 4 estimated holdings. Every figure is an estimate built from the ranges on the member's financial disclosure reports, marked by the price movement of each stock since the filing; the share is of the whole estimated portfolio, small positions included. These are the stock and fund positions the model prices; the net worth estimate above also counts other disclosed assets and subtracts liabilities.

Year by year

buy volume against sale and exchange volume · range midpoints
  • Bought
  • Sold or exchanged
  1. 2025Bought $0Sold or exchanged $183K
  2. 2024Bought $0Sold or exchanged $0
  3. 2023Bought $0Sold or exchanged $1.1M
  4. 2022Bought $121KSold or exchanged $64K
  5. 2021Bought $825KSold or exchanged $88K
  6. 2020Bought $48KSold or exchanged $536K
  7. 2019Bought $502KSold or exchanged $153K
  8. 2018Bought $40KSold or exchanged $161K
  9. 2017Bought $823KSold or exchanged $32K
  10. 2016Bought $16KSold or exchanged $83K
  11. 2015Bought $0Sold or exchanged $49K
$0$1.0M$2.0M2015 bought $02015 sold or exchanged $49K20152016 bought $16K2016 sold or exchanged $83K20162017 bought $823K2017 sold or exchanged $32K20172018 bought $40K2018 sold or exchanged $161K20182019 bought $502K2019 sold or exchanged $153K20192020 bought $48K2020 sold or exchanged $536K20202021 bought $825K2021 sold or exchanged $88K20212022 bought $121K2022 sold or exchanged $64K20222023 bought $02023 sold or exchanged $1.1M20232024 bought $02024 sold or exchanged $020242025 bought $02025 sold or exchanged $183K2025
  • Bought
  • Sold or exchanged

Disclosed volume per year the member traded, 2015 to 2025. A filing gives a range, not an amount, so each bar sums the midpoints of the ranges disclosed that year: a $1,001 to $15,000 line counts as $8,000. The sale side also counts exchanges, including shares received in a spin-off or merger.

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Questions

How many stock trades has Zoe Lofgren disclosed?

Zoe Lofgren has disclosed 462 transactions under the STOCK Act. This page lists the 20 most recent, covering May 26, 2023 to Dec 11, 2025.

How long does Zoe Lofgren take to report a trade?

For trades made from Jul 2015 to Dec 2025, the median gap between a trade and its disclosure is 20 days. The STOCK Act allows up to 45.

Which accounts do Zoe Lofgren's disclosures name?

Of the 20 disclosures shown, 18 name a spouse's account and 2 a joint account. The account is whatever the filer wrote on the disclosure; a spouse's or a joint account is disclosed under the member's name, as the STOCK Act requires.

Where does the estimated net worth on this page come from?

A model's estimate, not a figure the member filed. Reports give every asset and debt as a range, so the model takes a value inside each range, subtracts debts and prices the stocks it tracks at the latest close we hold. We round it because the top range has no upper limit. It covers only what the reports carry and is not a measure of anyone's wealth. The methodology page sets out how it is built and what it leaves out.

How have the stocks moved since Zoe Lofgren's trades?

Across the 14 priced rows shown, the median stock move from the trade date to the latest close we hold (figures as of Oct 26, 2026) is +97.0%. 1 row whose price history ends earlier is left out of it. That figure is an estimate describing the stock after each trade, not the member's result: a disclosure carries a band, not a fill, a sale keeps the same sign, and an option row carries the underlying stock's move. 5 of the rows shown have no figure in our data.

How to read a STOCK Act filing

WHAT THE FILING ACTUALLY SAYS

$A range, not an amount. Members disclose a band such as $1,001 to $15,000. The band is the filing, and we do not narrow it.
45Up to 45 days after the trade, lawfully. The delay column counts calendar days from the transaction to its publication. Inside 45 days is within the law.
OPAn option names the underlying. A contract on a company is described using that company's name, so it can read like a share purchase. Those rows say otherwise.

A disclosure is a record of a transaction, not evidence of anything else, and nothing here is investment advice. Sourcing and the limits of this data are on the methodology page. How these reports work is explained in our guide to STOCK Act reports.

Data as of Oct 26, 2026.

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