Congressional stock trades · Member
Barbara Lee
Former representative · CA-12 · Democrat
No published transactions from periodic transaction reports since 2020. Holdings from 8 annual reports are below.
How these are read and published: methodology.
Holdings · annual financial disclosure
Assets listed on the 2020 report.
46 assets with a value on the report filed 2021-08-12. 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) |
|---|---|---|---|
| 1919 Socially Responsive Balanced Fund Class | Fund | Member | $1,001 - $15,000 |
| Access Capital Community Investment Fund (I) | Fund | Member | $15,001 - $50,000 |
| Acorns | Other | Member | $1,001 - $15,000 |
| Bank of America Checking & Savings Accounts | Other | Joint | $1,001 - $15,000 |
| Blackrock Inflation Protected Bond Fund | Fund | Spouse | $1,001 - $15,000 |
| Blackrock National Municipal Fund | Fund | Spouse | $50,001 - $100,000 |
| Brown Advisory Sustainable Growth Fund | Fund | Member | $1,001 - $15,000 |
| Calvert Global Energy Solutions Fund | Fund | Member | $1,001 - $15,000 |
| Calvert Global Water Fund Class | Fund | Member | $1,001 - $15,000 |
| Calvert Green Bond Bond | Fund | Member | $15,001 - $50,000 |
| Charles Schwab Checking and Money Market Accounts | Other | Member | $1,001 - $15,000 |
| Congressional Federal Credit Union Checking and Savings | Other | Member | $15,001 - $50,000 |
| CRA Qualified Investment Institutional Class | Fund | Member | $15,001 - $50,000 |
| Delaware Investments Small Cap Value Institutional Class | Fund | Spouse | $1,001 - $15,000 |
| Delaware Value Fund Institutional Class | Fund | Spouse | $1,001 - $15,000 |
| East West Bank Accounts, Oakland, CA | Other | Member | $1,001 - $15,000 |
| Estate of Clyde Oden, Sr.-Rental Property in Pahrump, NV | Other | Spouse | $250,001 - $500,000 |
| Estate of Clyde Oden, Sr.-Rental Property in San Diego, CA | Other | Spouse | $250,001 - $500,000 |
| EV Income Fund of Boston | Fund | Spouse | $1,001 - $15,000 |
| First Affirmative Balanced Income Fossil Fuel Free | Other | Member | $1,001 - $15,000 |
| Green Century Balanced Fund | Fund | Member | $1,001 - $15,000 |
| Green Century Equity Fund | Fund | Member | $1,001 - $15,000 |
| Harding Loevner International Equity Portfolio Institutional Class | Fund | Spouse | $1,001 - $15,000 |
| Hartford Mid Cap | Fund | Spouse | $1,001 - $15,000 |
| Healthcare Trust of America, Inc. Class A | Stock | Member | $1,001 - $15,000 |
| Invesco Conservative Income Fund Institutional Class | Fund | Spouse | $15,001 - $50,000 |
| JP Morgan Value Advantage Fund-I | Fund | Spouse | $1,001 - $15,000 |
| Lazard International Strategic Equity Portfolio International Shares | Fund | Spouse | $1,001 - $15,000 |
| Loomis Sayles Growth Fund Class Y | Fund | Spouse | $1,001 - $15,000 |
| Matthews Asia Japan Fund Investor Class | Fund | Spouse | $1,001 - $15,000 |
| Merrill Lynch | Fund | Spouse | $1,001 - $15,000 |
| Parnassus Endeavor Fund | Fund | Member | $1,001 - $15,000 |
| Parnassus Fund | Fund | Member | $1,001 - $15,000 |
| Pax Large Cap Fund Institutional | Fund | Member | $1,001 - $15,000 |
| PAX World Global Green Institutional Class | Fund | Member | $1,001 - $15,000 |
| PIMCO International Bond Fund (US Dollar Hedged) | Fund | Spouse | $1,001 - $15,000 |
| PIMCO Short Term 12 | Fund | Spouse | $50,001 - $100,000 |
| Portfolio 21 Institutional Fund | Fund | Member | $1,001 - $15,000 |
| Praxis Impact Bond Fund Class I | Fund | Member | $1,001 - $15,000 |
| Shelton FDS Green Alpha Fund | Fund | Member | $1,001 - $15,000 |
| T. Rowe Price Blue Chip Growth Fund | Fund | Spouse | $1,001 - $15,000 |
| T. Rowe Price Emerging Markets Equity Fund | Fund | Spouse | $1,001 - $15,000 |
| TIAA Real Estate Instl | Fund | Member | $1,001 - $15,000 |
| Wells Fargo Emerging Markets Equity Income Fund | Fund | Spouse | $1 - $1,000 |
| Wells Fargo Short-term Municipal Bond Fund Institutional Class | Fund | Spouse | $50,001 - $100,000 |
| Wells Fargo Special Mid Cap Value Fund | Fund | Spouse | $1,001 - $15,000 |
How reports are read: holdings methodology.