Zoe LofgrenFiling

Amendment | Filed on 27 Jul 2020

This congressional financial disclosure from Zoe Lofgren (filing amendment) contains 54 stock trades. It was filed on 27 July 2020. Reported tickers include ZTS, CMA, PHM, SIX, WPC, and 7 more. Under the STOCK Act, members of Congress must disclose securities transactions within 45 days.

This filing contains 54 transactions disclosed beyond the 45-day STOCK Act deadline, with the latest filed 504 days after the trade date. Only 0% of transactions met the disclosure requirement.

Want to automatically copy Pelosi trades?

Mirror Nancy Pelosi's portfolio with just one click on eToro.

Claim Free Asset Copy Automatically with eToro

Copy Trading does not amount to investment advice. The value of your investments may go up or down. Your capital is at risk.

Past Performance is not an indication of future results.

STOCK Act Compliance Violation

This filing contains 54 transaction(s) that were filed more than 45 days after the transaction date, violating the STOCK Act requirement for timely disclosure.

504

Days Late (Max)

Compliance Rate

54/54

Non-Compliant

About the STOCK Act: The Stop Trading on Congressional Knowledge Act requires members of Congress to disclose stock trades within 45 days of the transaction date. Late filings may result in fines and reduce transparency in congressional trading activities.

Politician Name

Zoe Lofgren

Filing Type

Amendment

Filed Date

27 Jul 2020

View Original Filing (PDF)

Transactions

54 transactions


Bank of Montreal Medium T...	P	25 Nov 2019	$1,001 - $15,000	Corporate Bond; Non-callable
Waste Management Inc.	P	25 Nov 2019	$1,001 - $15,000	Corporate Bond; Callable
City National Rochedale F...	P	22 Nov 2019	$1,001 - $15,000	-
Six Flags Entertainment C... SIX	S	31 Oct 2019	$1,001 - $15,000	-
Pepsico Inc.	P	21 Oct 2019	$15,001 - $50,000	Corporate Bond
Simon Property Group	S	7 Oct 2019	$1,001 - $15,000	Corporate Bond
Pepsico Inc	S	30 Sept 2019	$15,001 - $50,000	Corporate Bond
Zoetis Inc. Class A (ZTS) ZTS	S (partial)	11 Sept 2019	$1,001 - $15,000	-
Comerica Incorporated (CM... CMA	S	11 Sept 2019	$1,001 - $15,000	-
PulteGroup, Inc. (PHM) PHM	S (partial)	11 Sept 2019	$1,001 - $15,000	-
W.P. Carey Inc. REIT (WPC... WPC	S (partial)	11 Sept 2019	$1,001 - $15,000	-
Mastercard Incorporated (... MA	S (partial)	11 Sept 2019	$1,001 - $15,000	-
BlackRock, Inc. (BLK) BLK	S	11 Sept 2019	$1,001 - $15,000	-
UnitedHealth Group Incorp... UNH	S (partial)	11 Sept 2019	$1,001 - $15,000	-
Adobe Inc. (ADBE) ADBE	S (partial)	11 Sept 2019	$1,001 - $15,000	-
Alphabet Inc. - Class A (... GOOGL	S (partial)	11 Sept 2019	$1,001 - $15,000	-
Visa Inc. (V) V	S (partial)	11 Sept 2019	$1,001 - $15,000	-
City National Rochedale F...	S (partial)	10 Sept 2019	$1,001 - $15,000	-
Brookfield Global Listed ...	S (partial)	10 Sept 2019	$1,001 - $15,000	-
Cisco Systems Inc. Noncal...	P	9 Sept 2019	$15,001 - $50,000	Corporate Bond
City National Rochdale Go...	P	23 Aug 2019	$1,001 - $15,000	-
City National Rochedale F...	P	23 Aug 2019	$15,001 - $50,000	-
SunTrust Banks, Inc. (STI... STI	S	2 Jul 2019	$1,001 - $15,000	-
Vantage PLUS R13 Fund	P	1 Jul 2019	$100,001 - $250,000	-
American Funds Europac Gr...	P	1 Jul 2019	$50,001 - $100,000	-
Fidelity Diversified Int'...	S	1 Jul 2019	$50,001 - $100,000	-
Vantage PLUS R10 Fund	S	1 Jul 2019	$100,001 - $250,000	-
Dow Chemical Co	S	19 Jun 2019	$1,001 - $15,000	Corporate bond
Vanguard FTSE Developed M...	S	9 May 2019	$15,001 - $50,000	-
Anheuser-Busch Inbev Fin	S (partial)	25 Apr 2019	$1,001 - $15,000	Corporate Bond
Westpac Banking Corp Nonc...	P	1 Apr 2019	$15,001 - $50,000	Corporate Bond
Tyson Foods Inc.	P	25 Mar 2019	$1,001 - $15,000	Corporate Bond
Dow Chemical Co.	P	25 Mar 2019	$1,001 - $15,000	Corporate Bond
Simon Property Group	P	25 Mar 2019	$1,001 - $15,000	Corporate Bond
JP Morgan Chase & Co.	P	25 Mar 2019	$15,001 - $50,000	Corporate Bond
Wells Fargo Co MTN	P	25 Mar 2019	$15,001 - $50,000	Corporate Bond
Home Depot Inc.	P	25 Mar 2019	$1,001 - $15,000	Corporate Bond
United Parcel Service	P	25 Mar 2019	$15,001 - $50,000	Corporate Bond
Capital One Finl Co	P	25 Mar 2019	$1,001 - $15,000	Corporate Bond
Oracle Corp.	P	19 Mar 2019	$15,001 - $50,000	Corporate Bond
General Motors Finl Co	P	19 Mar 2019	$1,001 - $15,000	Corporate Bond
Bank of America Corp. MTN	P	19 Mar 2019	$15,001 - $50,000	Corporate Bond
Bank of Nova Scotia MTN	P	19 Mar 2019	$1,001 - $15,000	Corporate Bond
Gilead Sciences Inc.	P	19 Mar 2019	$1,001 - $15,000	Corporate Bond
City National Rochdale Co...	S	19 Mar 2019	$100,001 - $250,000	-
AT&T Inc.	P	19 Mar 2019	$1,001 - $15,000	Corporate Bond
Pepsico Inc.	P	12 Mar 2019	$15,001 - $50,000	Corporate Bond
Sumitomo Mitsui Finl Grp	P	11 Mar 2019	$1,001 - $15,000	Corporate Bond
Morgan Stanley	P	11 Mar 2019	$1,001 - $15,000	Corporate Bond
Citigroup Inc.	P	11 Mar 2019	$15,001 - $50,000	Corporate Bond
Verizon Comm Inc.	P	11 Mar 2019	$1,001 - $15,000	Corporate Bond
City National Rochdale Co...	S (partial)	11 Mar 2019	$50,001 - $100,000	-
Goldman Sachs Grp Inc. MT...	P	11 Mar 2019	$15,001 - $50,000	Corporate Bond
Anheuser-Busch Inbev Fin	P	11 Mar 2019	$15,001 - $50,000	Corporate Bond