Congressional stock trades · Member
Jim Costa
Representative · CA-21 · Democrat
No published transactions from periodic transaction reports since 2020. Holdings from 10 annual reports are below.
Current committees: House Committee on Agriculture; House Committee on Foreign Affairs.
How these are read and published: methodology.
Holdings · annual financial disclosure
Assets listed on the 2022 report.
28 assets with a value on the report filed 2023-08-11, 1 of them shares or options of a listed company. Values are the ranges on the form. Assets are held by the member, a spouse or a dependent child, as reported. Open the report.
| Asset | Type | Owner | Value (as filed) |
|---|---|---|---|
| Bank of America | Other | Member | $1,001 - $15,000 |
| Heartland Financial USA, Inc. | Stock | Member | $15,001 - $50,000 |
| James M. Costa Farms (Sole Proprietorship) | Other | Member | $1,000,001 - $5,000,000 |
| Portuguese Fraternal Society of America | Other | Member | $1,001 - $15,000 |
| Rental Home | Other | Member | $250,001 - $500,000 |
| Rental Home | Other | Member | $500,001 - $1,000,000 |
| United Security Bank | Other | Member | $50,001 - $100,000 |
| American Funds Washington Mutual Investors Fund Class F-2 (WMFFX) | Fund | Member | $50,001 - $100,000 |
| Baird Aggregate Bond Fund Class Institutional (BAGIX) | Fund | Member | $50,001 - $100,000 |
| Baron Invt Funds Trust Small Cap Fund (BSFIX) | Fund | Member | $15,001 - $50,000 |
| Baron Select Funds Emerging Markets FD (BEXIX) | Fund | Member | $50,001 - $100,000 |
| Dodge & Cox Stk FD (DODGX) | Fund | Member | $15,001 - $50,000 |
| Eaton Vance Income Fund of Boston Class I (EIBIX) | Fund | Member | $15,001 - $50,000 |
| Edgewood Growth Fund Class Institutional (EGFIX) | Fund | Member | None |
| Goldman Sachs FS Treasury Instruments Fund (FTIXX) | Fund | Member | None |
| Harbor FD CAP APPRECIATION FD INSTL CL (HACAX) | Fund | Member | None |
| Invesco Developing Markets Fund (ODVYX) | Fund | Member | $50,001 - $100,000 |
| JP Morgan 100% US Treasury Securities | Other | Member | $1,001 - $15,000 |
| Mainstay Winslow Large CAP Growth Fund (MLAIX) | Fund | Member | $100,001 - $250,000 |
| MFS SER TR 1 VALUE FD (MEIIX) | Fund | Member | $50,001 - $100,000 |
| MFS SER TR X EMERGING MKTS DEBT FD CLASS I (MEDIX) | Fund | Member | $15,001 - $50,000 |
| PIMCO Commodities Plus Strategy FD CL (PCLIX) | Fund | Member | $15,001 - $50,000 |
| Pimco Commodity Real Return (PCRIX) | Fund | Member | $15,001 - $50,000 |
| ROWE T PRICE MID CAP GROWTH FUND (RPMGX) | Fund | Member | $15,001 - $50,000 |
| T Rowe Price Overseas Stock Fund (TROSX) | Fund | Member | $50,001 - $100,000 |
| Victory Sycamore Small Co Oppty (VSOIX) | Fund | Member | $15,001 - $50,000 |
| Virtus Ceredex Mid-Cap Value Equity Fund Class I(SMVTX) | Fund | Member | $50,001 - $100,000 |
| WABCWestamerica Bancorporation | Stock | Member | None |
How reports are read: holdings methodology.