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Zoe Lofgren stock trades & STOCK Act disclosures

DU.S. Representative (CA19) · Democrat

U.S. HOUSE · PTRLast filed Jun 6, 2023· 297 disclosed trades View source filings
Disclosed trades
297
116 buys · 71 sells
Median disclosure lag
19d
4 past the 45-day deadline
Latest disclosure
Jun 6, 2023
140 tickers on record
Track record · 30d
No priced trade old enough to score yet

Zoe Lofgren's most recent STOCK Act disclosure is dated Jun 6, 2023: a sale of NNN in the $1,001 - $15,000 range, traded on May 25, 2023. This page lists 297 disclosed trades (116 purchases, 71 sales) across 140 tickers, with dates, reported value ranges and a link to each original periodic transaction report. The most frequently disclosed tickers are ADBE, GIS, JPM. The median gap between a trade and its disclosure is 19 days, and 4 filings came after the 45-day deadline.

Track record: every purchase or sale on record, marked to the close 30 days after the trade date, scored against a −20% to +20% band. A description of filings, not a forecast.

Disclosed trades

4 filed after the 45-day deadline
TickerTypeAmountOwnerTradedDisclosedLagSource
NNNNational Retail Properties IncSale$1,001 - $15,000Spouse2023-05-252023-06-0612d PTR ↗
DEUnitedHealth Group Incorporated Common StockOther$1,001 - $15,000Self2023-05-262023-06-0611d PTR ↗
BELGIUMAnheuser-Busch Inbev SA Sponsored ADROther$1,001 - $15,000Self2023-05-262023-06-0611d PTR ↗
KLACKLA CorporationOther$1,001 - $15,000Self2023-05-262023-06-0611d PTR ↗
BUDAnheuser-Busch InBev SA/NVSale$1,001 - $15,000Spouse2023-05-252023-06-0612d PTR ↗
MCDMcDonald's CorpSale$1,001 - $15,000Spouse2023-05-252023-06-0612d PTR ↗
MRKMerck & Co IncSale$1,001 - $15,000Spouse2023-05-252023-06-0612d PTR ↗
METMetlife IncSale$1,001 - $15,000Spouse2023-05-252023-06-0612d PTR ↗
MAAMid-America Apartment Communities IncSale$1,001 - $15,000Spouse2023-05-252023-06-0612d PTR ↗
NEENextEra Energy IncSale$1,001 - $15,000Spouse2023-05-252023-06-0612d PTR ↗

Questions about Zoe Lofgren's trades

How many stock trades has Zoe Lofgren disclosed?
297 trades are on file from STOCK Act periodic transaction reports: 116 purchases and 71 sales, across 140 tickers. Amounts are disclosed as ranges, never exact figures; at the midpoint of each range the disclosed volume is roughly $2.5M.
What did Zoe Lofgren trade most recently?
The most recent disclosure, dated Jun 6, 2023, reports a sale of NNN in the $1,001 - $15,000 range, traded on May 25, 2023 (owner: Spouse).
Which stocks does Zoe Lofgren trade most often?
By number of disclosed trades: ADBE (5), GIS (5), JPM (5), MA (5), TMUS (5). 135 other tickers appear on record.
What is the largest trade Zoe Lofgren has disclosed?
The widest disclosed bracket on record is $15,001 - $50,000: a other of BAC traded on May 26, 2023 and disclosed on Jun 6, 2023. The STOCK Act requires a range, not an exact amount.
How quickly does Zoe Lofgren disclose trades?
The median gap between a trade and its disclosure is 19 days. 4 of the 297 filings on record came after the 45-day statutory window.
Can I get an email when this member files a new disclosure?
Yes. Follow Zoe Lofgren with a free Tracefour account and an email arrives when a new periodic transaction report is ingested, with a link to the original filing. Tracefour is a data visualiser and not an investment adviser.

Data sourced from public STOCK Act periodic transaction reports. Portraits are official congressional photos (public domain). Not investment advice.