Congressional stock trades · Member
Alan S. Lowenthal
Former representative · CA-47 · Democrat
659 published transactions from periodic transaction reports since 2020, shown as filed. Amounts are the ranges on the form. Each row links to its filing. Holdings from 6 annual reports are below.
| Disclosed | Traded | Days | Owner | Asset | Type | Amount range (as filed) | Source |
|---|---|---|---|---|---|---|---|
| 2022-12-21 | 2022-12-14 | 7 | Spouse | Activision Blizzard, Inc | Purchase | $1,001 - $15,000 | Clerk → |
| 2022-12-21 | 2022-12-12 | 9 | Spouse | Activision Blizzard, Inc | Purchase | $1,001 - $15,000 | Clerk → |
| 2022-12-21 | 2022-12-12 | 9 | Joint | Activision Blizzard, Inc | Purchase | $1,001 - $15,000 | Clerk → |
| 2022-12-21 | 2022-12-09 | 12 | Spouse | Chart Industries, Inc. | Purchase | $15,001 - $50,000 | Clerk → |
| 2022-12-21 | 2022-12-09 | 12 | Joint | Chart Industries, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2022-12-21 | 2022-12-08 | 13 | Joint | CRMSalesforce, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2022-12-21 | 2022-12-08 | 13 | Spouse | CRMSalesforce, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2022-11-24 | 2022-11-08 | 16 | Spouse | United States Treas Bond | Purchase | $100,001 - $250,000 | Clerk → |
| 2022-11-23 | 2022-11-14 | 9 | Spouse | BXBlackstone Inc. | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2022-11-23 | 2022-11-14 | 9 | Joint | BXBlackstone Inc. | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2022-11-23 | 2022-11-08 | 15 | Spouse | United States Treas Bond | Purchase | Over $50,000,000 | Clerk → |
| 2022-11-23 | 2022-11-04 | 19 | Joint | Sherwin Williams Co Note | Sale | $1,001 - $15,000 | Clerk → |
| 2022-11-23 | 2022-11-04 | 19 | Spouse | TMUST-Mobile US, Inc. | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2022-11-23 | 2022-11-04 | 19 | Joint | General Mtrs Co Note | Purchase | $1,001 - $15,000 | Clerk → |
| 2022-11-23 | 2022-11-04 | 19 | Joint | TJXTJX Companies, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2022-11-23 | 2022-11-04 | 19 | Spouse | TJXTJX Companies, Inc. | Sale | $15,001 - $50,000 | Clerk → |
| 2022-11-12 | 2022-11-03 | 9 | Spouse | TMUST-Mobile US, Inc. | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2022-11-12 | 2022-11-03 | 9 | Joint | TMUST-Mobile US, Inc. | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2022-11-12 | 2022-11-03 | 9 | Joint | ECLEcolab Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2022-11-12 | 2022-11-03 | 9 | Spouse | ECLEcolab Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2022-11-05 | 2022-10-24 | 12 | Spouse | BSXBoston Scientific Corporation | Sale | $1,001 - $15,000 | Clerk → |
| 2022-10-29 | 2022-10-21 | 8 | Spouse | CCKCrown Holdings, Inc. | Sale | $15,001 - $50,000 | Clerk → |
| 2022-10-29 | 2022-10-21 | 8 | Joint | BSXBoston Scientific Corporation | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2022-10-29 | 2022-10-21 | 8 | Joint | CCKCrown Holdings, Inc. | Sale | $999.64 | Clerk → |
| 2022-10-29 | 2022-10-21 | 8 | Spouse | BSXBoston Scientific Corporation | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2022-10-14 | 2022-09-27 | 17 | Spouse | SCIService Corporation International | Purchase | $1,001 - $15,000 | Clerk → |
| 2022-10-08 | 2022-09-23 | 15 | Spouse | SCIService Corporation International | Purchase | $1,001 - $15,000 | Clerk → |
| 2022-10-08 | 2022-08-01 | 68 ·>45 | Joint | Citigroup Inc | Sale | $1,001 - $15,000 | Clerk → |
| 2022-10-01 | 2022-09-26 | 5 | Spouse | SCIService Corporation International | Purchase | $1,001 - $15,000 | Clerk → |
| 2022-10-01 | 2022-09-23 | 8 | Joint | SCIService Corporation International | Purchase | $1,001 - $15,000 | Clerk → |
| 2022-10-01 | 2022-09-22 | 9 | Joint | CRMSalesforce, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2022-10-01 | 2022-09-22 | 9 | Joint | SCIService Corporation International | Purchase | $1,001 - $15,000 | Clerk → |
| 2022-09-03 | 2022-08-26 | 8 | Spouse | ZTSZoetis Inc. Class A | Purchase | $15,001 - $50,000 | Clerk → |
| 2022-09-03 | 2022-08-10 | 24 | Spouse | CCKCrown Holdings, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2022-08-07 | 2022-07-29 | 9 | Spouse | MDTMedtronic plc. Ordinary Shares | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2022-08-04 | 2022-07-28 | 7 | Spouse | MDTMedtronic plc. Ordinary Shares | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2022-07-25 | 2022-07-20 | 5 | Spouse | ECLEcolab Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2022-07-25 | 2022-07-19 | 6 | Spouse | ECLEcolab Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2022-07-25 | 2022-07-19 | 6 | Joint | SPGIS&P Global Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2022-07-06 | 2022-06-29 | 7 | Spouse | UBERUber Technologies, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2022-06-30 | 2022-06-21 | 9 | Joint | Nextera Energy Cap Hldgs | Purchase | $1,001 - $15,000 | Clerk → |
| 2022-06-30 | 2022-06-21 | 9 | Spouse | Nextera Energy Cap Hldgs | Purchase | $15,001 - $50,000 | Clerk → |
| 2022-06-30 | 2022-04-13 | 78 ·>45 | Joint | Elanco Animal Health Inc | Sale | $1,001 - $15,000 | Clerk → |
| 2022-06-24 | 2021-06-02 | 387 ·>45 | Spouse | Equinix Inc. Note 5.375%; Due 5/15/2027 | Sale | $15,001 - $50,000 | Clerk → |
| 2022-06-24 | 2021-02-04 | 505 ·>45 | Joint | IFFInternational Flavors & Fragrances, Inc. | Exchange | $1,001 - $15,000 | Clerk → |
| 2022-06-24 | 2021-02-04 | 505 ·>45 | Spouse | IFFInternational Flavors & Fragrances, Inc. | Exchange | $1,001 - $15,000 | Clerk → |
| 2022-06-19 | 2022-06-17 | 2 | Spouse | VRSKVerisk Analytics, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2022-06-19 | 2022-06-16 | 3 | Spouse | VRSKVerisk Analytics, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2022-06-19 | 2022-06-16 | 3 | Member | iShares Russell 2000 Value ETF | Sale | $1,001 - $15,000 | Clerk → |
| 2022-06-19 | 2022-06-16 | 3 | Spouse | iShares Russell 2000 Value ETF | Sale (partial) | $15,001 - $50,000 | Clerk → |
| 2022-06-19 | 2022-06-15 | 4 | Member | BABoeing Company | Purchase | $1,001 - $15,000 | Clerk → |
| 2022-06-19 | 2022-06-15 | 4 | Spouse | BABoeing Company | Purchase | $1,001 - $15,000 | Clerk → |
| 2022-06-19 | 2022-06-13 | 6 | Joint | Expedia Inc | Sale | $1,001 - $15,000 | Clerk → |
| 2022-06-19 | 2022-06-13 | 6 | Member | Expedia Inc | Sale | $1,001 - $15,000 | Clerk → |
| 2022-06-19 | 2022-06-13 | 6 | Spouse | Expedia Inc | Sale | $1,001 - $15,000 | Clerk → |
| 2022-06-19 | 2022-06-07 | 12 | Spouse | AMZNAmazon.com, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2022-06-19 | 2022-06-01 | 18 | Member | SPGIS&P Global Inc. | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2022-06-19 | 2022-05-18 | 32 | Joint | San Francisco Calif City | Purchase | $1,001 - $15,000 | Clerk → |
| 2022-06-19 | 2022-05-18 | 32 | Member | San Francisco Calif City | Purchase | $1,001 - $15,000 | Clerk → |
| 2022-06-19 | 2022-05-07 | 43 | Member | HCA inc | Sale | $1,001 - $15,000 | Clerk → |
| 2022-06-19 | 2022-05-07 | 43 | Joint | HCA inc | Sale | $1,001 - $15,000 | Clerk → |
| 2022-06-19 | 2022-05-07 | 43 | Spouse | HCA Inc | Sale | $1,001 - $15,000 | Clerk → |
| 2022-06-02 | 2022-05-25 | 8 | Spouse | HCA Inc | Purchase | $15,001 - $50,000 | Clerk → |
| 2022-05-22 | 2022-05-17 | 5 | Spouse | JPMJP Morgan Chase & Co. | Purchase | $1,001 - $15,000 | Clerk → |
| 2022-05-22 | 2022-05-17 | 5 | Spouse | TMUST-Mobile US, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2022-05-21 | 2022-05-06 | 15 | Spouse | ICEIntercontinental Exchange Inc. | Sale | $15,001 - $50,000 | Clerk → |
| 2022-05-21 | 2022-05-05 | 16 | Spouse | ICEIntercontinental Exchange Inc. | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2022-05-21 | 2022-05-02 | 19 | Spouse | Constellation Brands Inc | Purchase | $15,001 - $50,000 | Clerk → |
| 2022-05-21 | 2022-04-13 | 38 | Member | Elanco Animal Health Inc | Sale | $1,001 - $15,000 | Clerk → |
| 2022-05-02 | 2022-04-27 | 5 | Joint | San Francisco Calif City & City Bonds | Purchase | $1,001 - $15,000 | Clerk → |
| 2022-04-28 | 2022-04-21 | 7 | Spouse | Bk of America Corp Note | Purchase | $1,001 - $15,000 | Clerk → |
| 2022-04-16 | 2022-04-07 | 9 | Spouse | IFFInternational Flavors & Fragrances, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2022-04-12 | 2022-04-06 | 6 | Spouse | TJXTJX Companies, Inc. | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2022-04-12 | 2022-04-06 | 6 | Spouse | NVDANVIDIA Corporation | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2022-04-12 | 2022-04-06 | 6 | Joint | IFFInternational Flavors & Fragrances, Inc. | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2022-04-12 | 2022-04-06 | 6 | Spouse | IFFInternational Flavors & Fragrances, Inc. | Sale (partial) | $15,001 - $50,000 | Clerk → |
| 2022-04-12 | 2022-04-05 | 7 | Spouse | IFFInternational Flavors & Fragrances, Inc. | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2022-04-10 | 2022-04-04 | 6 | Spouse | IFFInternational Flavors & Fragrances, Inc. | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2022-04-10 | 2022-03-29 | 12 | Joint | Netflix Inc | Purchase | $1,001 - $15,000 | Clerk → |
| 2022-04-10 | 2022-03-25 | 16 | Spouse | JBIJanus International Group, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2022-04-10 | 2022-03-24 | 17 | Spouse | JBIJanus International Group, Inc. | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2022-04-10 | 2022-03-24 | 17 | Spouse | Netflix Inc | Purchase | $15,001 - $50,000 | Clerk → |
| 2022-03-26 | 2022-03-16 | 10 | Spouse | JBIJanus International group, Inc. | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2022-03-22 | 2022-03-07 | 15 | Spouse | DECKDeckers Outdoor Corporation | Sale | $15,001 - $50,000 | Clerk → |
| 2022-03-22 | 2022-03-07 | 15 | Joint | HCA Inc | Purchase | $1,001 - $15,000 | Clerk → |
| 2022-03-22 | 2022-03-07 | 15 | Spouse | HCA Inc | Purchase | $1,001 - $15,000 | Clerk → |
| 2022-03-22 | 2022-03-07 | 15 | Spouse | CCKCrown Holdings, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2022-03-22 | 2022-03-04 | 18 | Spouse | CCKCrown Holdings, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2022-03-04 | 2022-03-03 | 1 | Spouse | Hyatt Hotels | Purchase | $1,001 - $15,000 | Clerk → |
| 2022-03-04 | 2022-03-03 | 1 | Spouse | ADSKAutodesk, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2022-03-04 | 2022-02-25 | 7 | Spouse | AMTAmerican Tower Corporation | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2022-03-04 | 2022-02-24 | 8 | Spouse | CIT group | Sale | $1,001 - $15,000 | Clerk → |
| 2022-03-04 | 2022-02-24 | 8 | Spouse | CIT group | Sale | $15,001 - $50,000 | Clerk → |
| 2022-03-04 | 2022-02-24 | 8 | Spouse | ADSKAutodesk, Inc. | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2022-03-04 | 2022-02-24 | 8 | Joint | ProShares Short QQQ | Sale | $1,001 - $15,000 | Clerk → |
| 2022-03-04 | 2022-02-24 | 8 | Spouse | ProShares Short QQQ | Sale | $1,001 - $15,000 | Clerk → |
| 2022-03-04 | 2022-02-24 | 8 | Spouse | ProShares Short QQQ | Sale | $15,001 - $50,000 | Clerk → |
| 2022-03-04 | 2022-02-15 | 17 | Joint | Netflix | Sale | $1,001 - $15,000 | Clerk → |
| 2022-03-04 | 2022-02-15 | 17 | Spouse | Netflix | Sale | $15,001 - $50,000 | Clerk → |
| 2022-03-04 | 2022-02-15 | 17 | Spouse | Netflix | Sale | $1,001 - $15,000 | Clerk → |
| 2022-02-18 | 2022-02-09 | 9 | Spouse | SPGIS&P global Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2022-02-10 | 2022-01-26 | 15 | Spouse | Wells Fargo & Co | Sale | $15,001 - $50,000 | Clerk → |
| 2022-01-30 | 2022-01-21 | 9 | Spouse | HDHome Depot, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2022-01-30 | 2022-01-21 | 9 | Joint | HDHome Depot, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2022-01-29 | 2022-01-21 | 8 | Spouse | HDHome Depot, Inc. | Sale | $15,001 - $50,000 | Clerk → |
| 2022-01-27 | 2022-01-14 | 13 | Joint | RUNSunrun Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2022-01-27 | 2022-01-14 | 13 | Spouse | ProShares Short QQQ | Purchase | $1,001 - $15,000 | Clerk → |
| 2022-01-27 | 2022-01-14 | 13 | Spouse | ProShares Short QQQ | Purchase | $15,001 - $50,000 | Clerk → |
| 2022-01-27 | 2022-01-14 | 13 | Joint | ProShares Short QQQ | Purchase | $1,001 - $15,000 | Clerk → |
| 2022-01-27 | 2022-01-14 | 13 | Joint | GOOGAlphabet Inc. - Class C Capital Stock | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2022-01-27 | 2022-01-14 | 13 | Spouse | GOOGAlphabet Inc. - Class C Capital Stock | Sale (partial) | $15,001 - $50,000 | Clerk → |
| 2022-01-25 | 2021-03-02 | 329 ·>45 | Spouse | Walt Disney Company (DIS), 100% Interest | Sale (partial) | $50,001 - $100,000 | Clerk → |
| 2022-01-21 | 2022-01-07 | 14 | Spouse | JBIJanus International group, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2022-01-21 | 2021-12-30 | 22 | Spouse | Service Corp Intl | Purchase | $15,001 - $50,000 | Clerk → |
| 2022-01-21 | 2021-12-27 | 25 | Joint | TMUST-Mobile US, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2022-01-21 | 2021-12-27 | 25 | Spouse | UBERUber Technologies, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2022-01-21 | 2021-03-02 | 325 ·>45 | Spouse | Individually Owned, 100% Interest | Sale (partial) | $50,001 - $100,000 | Clerk → |
| 2022-01-06 | 2021-12-20 | 17 | Spouse | JBIJanus International group, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-12-25 | 2021-12-15 | 10 | Spouse | IShares Russell 2000 Value ETF | Sale (partial) | $15,001 - $50,000 | Clerk → |
| 2021-12-25 | 2021-12-15 | 10 | Spouse | BKNGBooking Holdings Inc. | Sale | $15,001 - $50,000 | Clerk → |
| 2021-12-25 | 2021-12-15 | 10 | Joint | ADBEAdobe Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2021-12-25 | 2021-12-15 | 10 | Joint | IShares Russell 2000 Value ETF | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2021-12-25 | 2021-12-15 | 10 | Joint | BKNGBooking Holdings Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2021-12-25 | 2021-12-15 | 10 | Spouse | BKNGBooking Holdings Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2021-12-25 | 2021-12-15 | 10 | Spouse | ADBEAdobe Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2021-12-25 | 2021-12-15 | 10 | Spouse | IShares Russell 2000 Value ETF | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2021-12-14 | 2021-12-01 | 13 | Spouse | AZNAstraZeneca PLC - American Depositary Shares | Sale | $1,001 - $15,000 | Clerk → |
| 2021-11-28 | 2021-11-11 | 17 | Spouse | LZLegalZoom.com, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2021-11-18 | 2021-11-10 | 8 | Spouse | SCIService Corporation International | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2021-11-18 | 2021-11-10 | 8 | Spouse | SCIService Corporation International | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2021-11-18 | 2021-11-09 | 9 | Spouse | SCIService Corporation International | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2021-11-18 | 2021-11-08 | 10 | Spouse | SCIService Corporation International | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2021-11-15 | 2021-11-04 | 11 | Spouse | DECKDeckers Outdoor Corporation | Purchase | $15,001 - $50,000 | Clerk → |
| 2021-11-10 | 2021-11-03 | 7 | Joint | Hyatt hotels Corp | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-11-10 | 2021-09-10 | 61 ·>45 | Spouse | VMWARE Inc Note | Purchase | $15,001 - $50,000 | Clerk → |
| 2021-11-08 | 2021-10-29 | 10 | Joint | Booking Holdings Inc | Sale | $1,001 - $15,000 | Clerk → |
| 2021-11-08 | 2021-10-21 | 18 | Spouse | ICEIntercontinental Exchange Inc. | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2021-11-08 | 2021-10-21 | 18 | Spouse | BXBlackstone Inc. | Sale (partial) | $15,001 - $50,000 | Clerk → |
| 2021-11-08 | 2021-10-19 | 20 | Spouse | Thermo Fisher Scientific Inc. | Purchase | $15,001 - $50,000 | Clerk → |
| 2021-10-16 | 2021-10-06 | 10 | Joint | DECKDeckers Outdoor Corporation | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-10-07 | 2021-09-28 | 9 | Joint | Hyatt Hotels Corp Note | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-10-07 | 2021-09-27 | 10 | Spouse | Hyatt Hotels Corp Note | Purchase | $15,001 - $50,000 | Clerk → |
| 2021-10-04 | 2021-09-17 | 17 | Spouse | BLKBlackRock, Inc. | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2021-09-14 | 2021-09-08 | 6 | Spouse | VMWARE Inc | Purchase | $15,001 - $50,000 | Clerk → |
| 2021-09-14 | 2021-08-24 | 21 | Spouse | T Mobile USA | Purchase | $15,001 - $50,000 | Clerk → |
| 2021-09-14 | 2021-08-23 | 22 | Spouse | BKNGBooking Holdings Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-09-14 | 2021-08-23 | 22 | Spouse | BKNGBooking Holdings Inc. | Purchase | $15,001 - $50,000 | Clerk → |
| 2021-09-14 | 2021-08-23 | 22 | Spouse | GMGeneral Motors Company | Sale | $15,001 - $50,000 | Clerk → |
| 2021-09-14 | 2021-08-23 | 22 | Joint | BKNGBooking Holdings Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-09-14 | 2021-08-23 | 22 | Spouse | GMGeneral Motors Company | Sale | $1,001 - $15,000 | Clerk → |
| 2021-09-14 | 2021-08-23 | 22 | Joint | GMGeneral Motors Company | Sale | $1,001 - $15,000 | Clerk → |
| 2021-08-30 | 2021-08-16 | 14 | Spouse | LZLegalZoom.com, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-08-30 | 2021-08-13 | 17 | Spouse | LZLegalZoom.com, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-08-30 | 2021-08-10 | 20 | Spouse | Kraft Heinz Foods Co | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-08-12 | 2021-08-06 | 6 | Spouse | BSXBoston Scientific Corporation | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2021-08-12 | 2021-08-05 | 7 | Spouse | DECKDeckers Outdoor Corporation | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-08-12 | 2021-08-04 | 8 | Spouse | DECKDeckers Outdoor Corporation | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-08-12 | 2021-08-03 | 9 | Spouse | BSXBoston Scientific Corporation | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2021-08-12 | 2021-08-03 | 9 | Spouse | BSXBoston Scientific Corporation | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2021-08-12 | 2021-08-03 | 9 | Spouse | BSXBoston Scientific Corporation | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2021-08-12 | 2021-08-03 | 9 | Spouse | BSXBoston Scientific Corporation | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2021-08-12 | 2021-08-02 | 10 | Spouse | DECKDeckers Outdoor Corporation | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-08-07 | 2021-07-30 | 8 | Spouse | DECKDeckers Outdoor Corporation | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-07-16 | 2021-07-08 | 8 | Joint | SPDR S&P Regional Banking ETF | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2021-07-15 | 2021-07-08 | 7 | Spouse | SPDR S&P Regional Banking ETF | Sale | $1,001 - $15,000 | Clerk → |
| 2021-07-15 | 2021-07-08 | 7 | Spouse | SPDR S&P Regional Banking ETF | Sale | $15,001 - $50,000 | Clerk → |
| 2021-07-15 | 2021-07-07 | 8 | Spouse | UBERUber Technologies, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-07-15 | 2021-07-06 | 9 | Joint | JNJJohnson & Johnson | Sale | $1,001 - $15,000 | Clerk → |
| 2021-07-10 | 2021-06-08 | 32 | Spouse | Kraft Heinz Foods Co | Purchase | $15,001 - $50,000 | Clerk → |
| 2021-07-06 | 2021-04-14 | 83 ·>45 | Spouse | COINCoinbase global, Inc. - Class A | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-07-05 | 2021-06-24 | 11 | Spouse | COINCoinbase global, Inc. - Class A | Sale | $1,001 - $15,000 | Clerk → |
| 2021-06-13 | 2021-06-04 | 9 | Joint | SPGIS&P global Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-06-13 | 2021-06-04 | 9 | Spouse | SPGIS&P global Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-06-13 | 2021-06-03 | 10 | Joint | FISFidelity National Information Services, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2021-06-13 | 2021-06-03 | 10 | Joint | SPGIS&P global Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-06-13 | 2021-06-03 | 10 | Spouse | SPGIS&P global Inc. | Purchase | $15,001 - $50,000 | Clerk → |
| 2021-06-13 | 2021-06-03 | 10 | Spouse | FISFidelity National Information Services, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2021-06-13 | 2021-06-03 | 10 | Spouse | FISFidelity National Information Services, Inc. | Sale | $15,001 - $50,000 | Clerk → |
| 2021-06-06 | 2021-05-19 | 18 | Joint | VRSKVerisk Analytics, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-05-24 | 2021-05-14 | 10 | Spouse | KTOSKratos Defense & Security Solutions, Inc. | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2021-05-24 | 2021-05-12 | 12 | Spouse | KTOSKratos Defense & Security Solutions, Inc. | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2021-05-24 | 2021-05-11 | 13 | Spouse | SPCEVirgin galactic Holdings, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2021-05-24 | 2021-05-11 | 13 | Spouse | KTOSKratos Defense & Security Solutions, Inc. | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2021-05-17 | 2021-04-13 | 34 | Joint | Service Corp Intl | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-05-17 | 2020-11-24 | 174 ·>45 | Spouse | Lennar Corp Note Call Make Whole | Sale | $15,001 - $50,000 | Clerk → |
| 2021-05-17 | 2020-10-01 | 228 ·>45 | Spouse | Bank Amer Corp MTN Call Make Whole | Sale | $1,001 - $15,000 | Clerk → |
| 2021-05-17 | 2020-07-31 | 290 ·>45 | Spouse | CBS OUTDOOR AMERS CAP LLC | Sale | $15,001 - $50,000 | Clerk → |
| 2021-05-17 | 2020-02-03 | 469 ·>45 | Spouse | DKNGDraftKings Inc. - Class A | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-05-17 | 2020-01-21 | 482 ·>45 | Spouse | DKNGDraftKings Inc. - Class A | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-05-17 | 2019-12-03 | 531 ·>45 | Spouse | Fidelity Natl Information Svcs | Sale | $15,001 - $50,000 | Clerk → |
| 2021-05-17 | 2019-06-20 | 697 ·>45 | Spouse | Limited Brands, Inc. | Sale | $15,001 - $50,000 | Clerk → |
| 2021-05-17 | 2019-05-31 | 717 ·>45 | Spouse | Outfront Media Inc. Ser B Note 5.625%; Due 2/15/2024 | Purchase | $15,001 - $50,000 | Clerk → |
| 2021-04-15 | 2021-04-01 | 14 | Joint | CDW LLC / CDW FIN | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-04-15 | 2021-03-31 | 15 | Joint | Mondelez Intl | Sale | $1,001 - $15,000 | Clerk → |
| 2021-04-04 | 2021-03-25 | 10 | Spouse | Toll Bros Fin | Purchase | $15,001 - $50,000 | Clerk → |
| 2021-04-04 | 2021-03-24 | 11 | Spouse | Netflix | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-04-04 | 2021-03-23 | 12 | Joint | NVDANVIDIA Corporation | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-03-28 | 2021-03-18 | 10 | Joint | Ares Capital | Sale | $1,001 - $15,000 | Clerk → |
| 2021-03-28 | 2021-03-18 | 10 | Spouse | SPDR S&P Regional Banking ETF | Purchase | $15,001 - $50,000 | Clerk → |
| 2021-03-28 | 2021-03-18 | 10 | Joint | SPDR S&P Regional Banking ETF | Purchase | $1,001 - $15,000 | Clerk → |
How these are read and published: methodology.
Holdings · annual financial disclosure
Assets listed on the 2017 report.
130 assets with a value on the report filed 2018-05-10, 71 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) |
|---|---|---|---|
| AZL Russell 1000 Growth Idx C2 | Fund | Member | $15,001 - $50,000 |
| AZL Russell 1000 Value Index C2 | Fund | Member | $50,001 - $100,000 |
| AZL S&P 500 Index Fund | Fund | Member | $50,001 - $100,000 |
| AZL Small Cap Stock Index | Fund | Member | $15,001 - $50,000 |
| Franklin Rising Dividends Sec | Fund | Member | $15,001 - $50,000 |
| PIMCO EqS Pathfinder | Fund | Member | $50,001 - $100,000 |
| Fixed Annuity | Other | Member | $15,001 - $50,000 |
| CA Resources Long Beach, Inc., 50% Interest | Other | Joint | Undetermined |
| IBMInternational Business Machines Corporation | Stock | Spouse | $1,001 - $15,000 |
| Trans Century Limited (TCL:KN | Other | Spouse | $1 - $1,000 |
| DISWalt Disney Company | Stock | Spouse | $100,001 - $250,000 |
| Long Beach Schools Federal Credit Union | Other | Member | $100,001 - $250,000 |
| Municipal Bond Account – Desc: ‘Cash Equiv’, JPM Tax Free Money Market Fund | Other | Spouse | None |
| Activision Blizzard, Inc | Stock | Spouse | $1 - $1,000 |
| APDAir Products and Chemicals, Inc. | Stock | Spouse | $1,001 - $15,000 |
| GOOGAlphabet Inc. - Class C Capital Stock | Stock | Spouse | $1,001 - $15,000 |
| AMTAmerican Tower Corporation | Stock | Spouse | $1,001 - $15,000 |
| AAPLApple Inc. | Stock | Spouse | $1,001 - $15,000 |
| ARCCAres Capital Corporation - Closed End Fund | Stock | Spouse | $1,001 - $15,000 |
| ADSKAutodesk, Inc. | Stock | Spouse | $1,001 - $15,000 |
| BRK.ABerkshire Hathaway Inc. | Stock | Spouse | $1,001 - $15,000 |
| BLKBlackRock, Inc. | Stock | Spouse | $1,001 - $15,000 |
| Celgene Corporation | Stock | Spouse | $1 - $1,000 |
| CHTRCharter Communications, Inc. - Class A | Stock | Spouse | $1,001 - $15,000 |
| LNGCheniere Energy, Inc. | Stock | Spouse | $1,001 - $15,000 |
| CSCOCisco Systems, Inc. | Stock | Spouse | $1,001 - $15,000 |
| CCICrown Castle International Corp. | Stock | Spouse | $1,001 - $15,000 |
| DDDowDuPont Inc. | Stock | Spouse | $1,001 - $15,000 |
| DREYUS TREASURY SEC MGMT ADMIN | Other | Spouse | $1,001 - $15,000 |
| EXPEExpedia Group, Inc. | Stock | Spouse | $1 - $1,000 |
| Fitbit, Inc. Class A | Stock | Spouse | $1,001 - $15,000 |
| GDGeneral Dynamics Corporation | Stock | Spouse | $1,001 - $15,000 |
| GSGoldman Sachs Group, Inc. | Stock | Spouse | $1,001 - $15,000 |
| ICEIntercontinental Exchange Inc. | Stock | Spouse | $1,001 - $15,000 |
| JNJJohnson & Johnson | Stock | Spouse | $1,001 - $15,000 |
| JPMJP Morgan Chase & Co. | Stock | Spouse | $1,001 - $15,000 |
| Kansas City Southern | Stock | Spouse | $1,001 - $15,000 |
| MAMastercard Incorporated | Stock | Spouse | $1,001 - $15,000 |
| MRKMerck & Company, Inc. Common Stock | Stock | Spouse | $1 - $1,000 |
| MSFTMicrosoft Corporation | Stock | Spouse | $1,001 - $15,000 |
| ORCLOracle Corporation | Stock | Spouse | $1,001 - $15,000 |
| Orexigen Therapeutics, Inc. | Stock | Spouse | $1 - $1,000 |
| OUTOUTFRONT Media Inc. | Stock | Spouse | $1,001 - $15,000 |
| PSXPhillips 66 | Stock | Spouse | $1,001 - $15,000 |
| QGENQiagen N.V. Common Shares | Stock | Spouse | $1 - $1,000 |
| Royal Dutch Shell PLC Royal Dutch Shell PLC American Depositary Shares | Stock | Spouse | $1,001 - $15,000 |
| SCIService Corporation International | Stock | Spouse | $1,001 - $15,000 |
| Siemens AG American Depositary Shares | Stock | Spouse | $1,001 - $15,000 |
| SBUXStarbucks Corporation | Stock | Spouse | $1,001 - $15,000 |
| UNHUnitedHealth Group Incorporated Common Stock | Stock | Spouse | $1,001 - $15,000 |
| WEXWEX Inc. common stock | Stock | Spouse | $1 - $1,000 |
| Zayo Group Holdings, Inc. | Stock | Spouse | $1,001 - $15,000 |
| Bay Area Toll Auth Municipal Bond | Bond | Spouse | None |
| CIT Group Inc. | Bond | Spouse | None |
| DREYFUS TREASURY SEC CASH MGMT ADMIN | Other | Spouse | $1 - $1,000 |
| SPDR S&P 500 EFT TRUST UNIT SER 1 S&P | Fund | Spouse | $1,001 - $15,000 |
| Actavis Funding | Bond | Spouse | $1,001 - $15,000 |
| DREYFUS TREASURY SEC CASH MGMT ADMIN | Other | Spouse | $1,001 - $15,000 |
| FIDELITY NATL INFORMATION SVCS | Bond | Spouse | $1,001 - $15,000 |
| Newell Brands, Inc. | Bond | Spouse | $1,001 - $15,000 |
| VERIZON COMMUNICATIONS INC | Bond | Spouse | $1,001 - $15,000 |
| WELLS FARGO CO MTN BE | Bond | Spouse | $1,001 - $15,000 |
| AMTAmerican Tower Corporation | Stock | Spouse | $1 - $1,000 |
| Dreyfus Treas. Prime Cash Management INV & SHS | Other | Spouse | $1 - $1,000 |
| SPDR S&P 500 ETF TRUST UNIT SER 1 S&P | Fund | Spouse | $1,001 - $15,000 |
| Activision Blizzard, Inc | Stock | Spouse | $15,001 - $50,000 |
| ADBEAdobe Systems Incorporated | Stock | Spouse | None |
| APDAir Products and Chemicals, Inc. | Stock | Spouse | $15,001 - $50,000 |
| GOOGAlphabet Inc. - Class C Capital Stock | Stock | Spouse | $15,001 - $50,000 |
| AMTAmerican Tower Corporation | Stock | Spouse | $15,001 - $50,000 |
| ADIAnalog Devices, Inc. | Stock | Spouse | $1,001 - $15,000 |
| AAPLApple Inc. | Stock | Spouse | $15,001 - $50,000 |
| APTVAptiv PLC Ordinary Shares | Stock | Spouse | $15,001 - $50,000 |
| AT&T INC NOTE CALL MAKE WHOLE | Bond | Spouse | $15,001 - $50,000 |
| ADSKAutodesk, Inc. | Stock | Spouse | $15,001 - $50,000 |
| Bank of America Corp | Bond | Spouse | $15,001 - $50,000 |
| BRK.ABerkshire Hathaway Inc. | Stock | Spouse | $15,001 - $50,000 |
| BLKBlackRock, Inc. | Stock | Spouse | $15,001 - $50,000 |
| BSXBoston Scientific Corporation | Stock | Spouse | $15,001 - $50,000 |
| BIPBrookfield Infrastructure Partners LP Limited Partnership Units | Stock | Spouse | $15,001 - $50,000 |
| Celgene Corporation | Stock | Spouse | None |
| CHTRCharter Communications, Inc. - Class A | Stock | Spouse | $15,001 - $50,000 |
| CSCOCisco Systems, Inc. | Stock | Spouse | $15,001 - $50,000 |
| CIT Group Inc. - Corporate Bond | Bond | Spouse | None |
| CIT GROUP NOTE CALL MAKE WHOLE | Bond | Spouse | $15,001 - $50,000 |
| CMCSAComcast Corporation - Class A | Stock | Spouse | None |
| COSTCostco Wholesale Corporation | Stock | Spouse | None |
| Crown Castle International | Bond | Spouse | $1,001 - $15,000 |
| Delphi Technologies PLC Ordinary Shares | Stock | Spouse | $1,001 - $15,000 |
| XRAYDENTSPLY SIRONA Inc. | Stock | Spouse | None |
| DDDowDuPont Inc. | Stock | Spouse | $15,001 - $50,000 |
| Dreyfus Treas. Prime Cash Management INV & SHS | Other | Spouse | $100,001 - $250,000 |
| METAFacebook, Inc. - Class A | Stock | Spouse | $15,001 - $50,000 |
| GDGeneral Dynamics Corporation | Stock | Spouse | $15,001 - $50,000 |
| GEGeneral Electric Company | Stock | Spouse | None |
| GSGoldman Sachs Group, Inc. | Stock | Spouse | $15,001 - $50,000 |
| HCA, Inc. | Bond | Spouse | $15,001 - $50,000 |
| IHS Markit Ltd. - Common Shares | Stock | Spouse | $15,001 - $50,000 |
| ICEIntercontinental Exchange Inc. | Stock | Spouse | $15,001 - $50,000 |
| IRON MTN INC NOTE CALL MAKE WHOLE | Bond | Spouse | $15,001 - $50,000 |
| JNJJohnson & Johnson | Stock | Spouse | $15,001 - $50,000 |
| JPMJP Morgan Chase & Co. | Stock | Spouse | $15,001 - $50,000 |
| Kansas City Southern | Stock | Spouse | $15,001 - $50,000 |
| LDOSLeidos Holdings, Inc. | Stock | Spouse | None |
| Level 3 Fing Inc. | Bond | Spouse | $15,001 - $50,000 |
| Limited Brands, Inc. | Bond | Spouse | $15,001 - $50,000 |
| MLMMartin Marietta Materials, Inc. | Stock | Spouse | $15,001 - $50,000 |
| MAMastercard Incorporated | Stock | Spouse | $15,001 - $50,000 |
| MRKMerck & Company, Inc. Common Stock | Stock | Spouse | None |
| MSFTMicrosoft Corporation | Stock | Spouse | $15,001 - $50,000 |
| Newell Brands, Inc. | Bond | Spouse | $15,001 - $50,000 |
| Nielsen Fin LLC | Bond | Spouse | $15,001 - $50,000 |
| ORCLOracle Corporation | Stock | Spouse | $15,001 - $50,000 |
| PGProcter & Gamble Company | Stock | Spouse | None |
| QGENQiagen N.V. Common Shares | Stock | Spouse | $1,001 - $15,000 |
| Regal Entmt Group | Bond | Spouse | $15,001 - $50,000 |
| Sealed Air Corporation | Stock | Spouse | None |
| SCIService Corporation International | Stock | Spouse | $15,001 - $50,000 |
| SLM Corp - Corporate Bond | Bond | Spouse | None |
| UNHUnitedHealth Group Incorporated Common Stock | Stock | Spouse | $15,001 - $50,000 |
| Verisk Analytics Inc. - Corporate Bond | Bond | Spouse | $1,001 - $15,000 |
| VRSKVerisk Analytics, Inc. - Class A | Stock | Spouse | None |
| Wells Fargo CO | Bond | Spouse | $15,001 - $50,000 |
| WEXWEX Inc. common stock | Stock | Spouse | $15,001 - $50,000 |
| Zayo Group Holdings, Inc. | Stock | Spouse | $15,001 - $50,000 |
| ZTSZoetis Inc. Class A | Stock | Spouse | None |
| Bond Fund | Fund | Member | $50,001 - $100,000 |
| Large Cap Fund | Fund | Member | $50,001 - $100,000 |
| Bond Fund | Fund | Member | $15,001 - $50,000 |
| Large Cap Fund | Fund | Member | $15,001 - $50,000 |
How reports are read: holdings methodology.