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 2023 report.
55 assets with a value on the report filed 2024-08-13. 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) |
|---|---|---|---|
| AAMA Equity Fund | Fund | Member | $1,001 - $15,000 |
| Aberdeen U.S. Small Cap Equity | Fund | Spouse | $1,001 - $15,000 |
| 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 | $15,001 - $50,000 |
| BNY Mellon International Stock Fund I | Fund | Spouse | $1,001 - $15,000 |
| Brown Advisory Sustainable Growth Fund | Fund | Member | $1,001 - $15,000 |
| Calvert Global Energy Solution Fund | Fund | Member | $1,001 - $15,000 |
| Calvert Global Water Fund Class I | Fund | Member | $1,001 - $15,000 |
| CCM Community Impact Bond Fund CRANX) | Fund | Member | $15,001 - $50,000 |
| Charles Schwab Checking and Money Market Accounts | Other | Member | $1,001 - $15,000 |
| Cohen & Steers Realty | Fund | Member | $1 - $1,000 |
| Columbia Dividend Income Fund Institutional Class | Fund | Spouse | $1,001 - $15,000 |
| Congressional Federal Credit Union Checking and Savings | Other | Member | $1,001 - $15,000 |
| Domini Impact Bond Fund | Fund | Member | $15,001 - $50,000 |
| Domini Impact International Equity Y | Fund | Member | $15,001 - $50,000 |
| East West Bank Accounts, Oakland, CA | Other | Member | $1,001 - $15,000 |
| Edgewood Growth Fund Class Institutional | Fund | 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 Atlanta Capital-SMUD Cap Fund I | Fund | Spouse | $1 - $1,000 |
| EV Income Fund of Boston | Fund | Spouse | $1,001 - $15,000 |
| Eventide Global Div Opportunities I | Fund | Member | $1,001 - $15,000 |
| First Affirmative Balanced Income Fossil Fuel Free | Other | Member | $1,001 - $15,000 |
| Green Century Equity Fund | Fund | Member | $1,001 - $15,000 |
| Healthcare Trust of America, Inc. Class A | Stock | Member | $1,001 - $15,000 |
| Impax Global Environmental Markets Fund Institutional Class | Fund | Member | $1,001 - $15,000 |
| Invesco Conservative Inc. Inst. | Fund | Member | $1,001 - $15,000 |
| 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 |
| Lincoln Plus Choice Assurance | Fund | Spouse | $100,001 - $250,000 |
| Loomis Sayles Growth Fund Class Y | Fund | Spouse | $1,001 - $15,000 |
| Matthews Asia Japan Fund Investor Class | Fund | Spouse | $1 - $1,000 |
| Mirova Global Sustainable Equity Y | Fund | Member | $1,001 - $15,000 |
| Parnassus Core Equity Institutional | Fund | Member | $1,001 - $15,000 |
| Parnassus Endeavor Fund Institutional | 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 |
| Pear Tree Polaris Foreign Value Fund | Fund | Spouse | $1,001 - $15,000 |
| Performance Trust Strategic Bond Fund | Fund | Member | $1,001 - $15,000 |
| PIMCO Short Term 12 | Fund | Spouse | $15,001 - $50,000 |
| Praxis Impact Bond Fund Class I | Fund | Member | $1,001 - $15,000 |
| RBC Emerging Markets Equity Cls I | Fund | Member | $1,001 - $15,000 |
| RBC Impact Bond I | Fund | Member | $15,001 - $50,000 |
| Shelton FDS Green Alpha Fund | Fund | Member | $1,001 - $15,000 |
| Sierra Tactical Bond Institutional | Fund | Member | $1,001 - $15,000 |
| Thornburg Better World International | Fund | Member | $1,001 - $15,000 |
| Thornburg Limited Term Income | Fund | Member | $1,001 - $15,000 |
| TIAA Real Estate Instl | Fund | Member | $1,001 - $15,000 |
| Trillium ESG Global Equity Fund (Previously Portfolio 21 Institutional Fund) | Fund | Member | $1,001 - $15,000 |
| Vanguard Interm Term Treasury Admiral | Fund | Member | $1,001 - $15,000 |
| Vanguard Short-Term Treasurt Admiral | Fund | Member | $1,001 - $15,000 |
| Virtus AllianzGI Fund | Fund | Member | $1,001 - $15,000 |
| Wasatch Core Growth Institutional | Fund | Member | $1,001 - $15,000 |
How reports are read: holdings methodology.