Scott H. Peters
U.S. Representative, California district 50 (CA50)
Latest disclosure September 21, 2026: Periodic transaction report, filing 20035434.
Everything below is as of the disclosure date of the filing it came from, not live. Members report trades up to 45 days after they happen.
Holdings
From Annual report (FD Original) for 2025, filing 10076386.
As of August 12, 2026, the date it was filed.
Sorted by the lower bound of the disclosed value band, largest band first.
| Ticker | Asset | Owner | Value band | Source |
|---|---|---|---|---|
| AWEIX | CIBC Atlas Disciplined Equity Fund Institutional Class (AWEIX) MF | Spouse | Spouse/DC Over $1,000,000 | p. 2 |
| AWEIX | CIBC Atlas Disciplined Equity Fund Institutional Class (AWEIX) MF | Member | $1,000,001 - $5,000,000 | p. 2 |
| AWWIX | CIBC Atlas International Growth Fund - Institutional (AWWIX) MF | Spouse | Spouse/DC Over $1,000,000 | p. 2 |
| AWMIX | CIBC Atlas Mid Cap Equity Fund Institutional Class (AWMIX) MF | Spouse | Spouse/DC Over $1,000,000 | p. 2 |
| IVV | iShares Core S&P 500 ETF (IVV) EF | Spouse | Spouse/DC Over $1,000,000 | p. 3 |
| IVV | iShares Core S&P 500 ETF (IVV) EF | Member | $1,000,001 - $5,000,000 | p. 3 |
| IWF | iShares Russell 1000 Growth ETF (IWF) EF | Spouse | Spouse/DC Over $1,000,000 | p. 4 |
| IWM | iShares Russell 2000 Index Fund (IWM) EF | Spouse | Spouse/DC Over $1,000,000 | p. 4 |
| IWR | iShares Russell Mid-Cap ETF (IWR) ST | Member | $1,000,001 - $5,000,000 | p. 4 |
| IWR | iShares Russell Mid-Cap ETF (IWR) EF | Spouse | Spouse/DC Over $1,000,000 | p. 4 |
| IWP | iShares Russell Midcap Growth ETF (IWP) EF | Spouse | Spouse/DC Over $1,000,000 | p. 4 |
| none | Riverside CA Elec Util GS | Spouse | Spouse/DC Over $1,000,000 | p. 6 |
| SCAXX | Schwab California Municipal Money Fund Ultra Shares (SCAXX) MF | Spouse | Spouse/DC Over $1,000,000 | p. 7 |
| SCOXX | Schwab Treasury Obligations Money Fund Ultra Shares (SCOXX) MF | Spouse | Spouse/DC Over $1,000,000 | p. 7 |
| none | U.S Treasury Bills GS | Spouse | Spouse/DC Over $1,000,000 | p. 8 |
| none | U.S. Treasury Notes GS | Spouse | Spouse/DC Over $1,000,000 | p. 8 |
| VEA | Vanguard FTSE Developed Markets ETF (VEA) EF | Spouse | Spouse/DC Over $1,000,000 | p. 8 |
| VWO | Vanguard FTSE Emerging Markets ETF (VWO) EF | Spouse | Spouse/DC Over $1,000,000 | p. 8 |
| none | Vanguard LifeStrategy Moderate MF | Spouse | Spouse/DC Over $1,000,000 | p. 8 |
| VO | Vanguard Mid-Cap ETF (VO) EF | Spouse | Spouse/DC Over $1,000,000 | p. 8 |
| VOO | Vanguard S&P 500 ETF (VOO) EF | Spouse | Spouse/DC Over $1,000,000 | p. 8 |
| VB | Vanguard Small-Cap ETF (VB) EF | Spouse | Spouse/DC Over $1,000,000 | p. 8 |
| VTI | Vanguard Total Stock Market ETF (VTI) EF | Spouse | Spouse/DC Over $1,000,000 | p. 9 |
| none | American Funds 2025 Trgt Date Retire MF | Member | $500,001 - $1,000,000 | p. 1 |
| none | CA Infra & Dev Bk Comb Util GS | Spouse | $500,001 - $1,000,000 | p. 2 |
| CGDV | Capital Group Dividend Value ETF (CGDV) EF | Spouse | $500,001 - $1,000,000 | p. 2 |
| AWWIX | CIBC Atlas International Growth Fund - Institutional (AWWIX) MF | Member | $500,001 - $1,000,000 | p. 2 |
| none | Dublin CA Unified Sch Dist GS | Spouse | $500,001 - $1,000,000 | p. 3 |
| none | Enterprise CA Elem Sch Dist Rfdg GS | Spouse | $500,001 - $1,000,000 | p. 3 |
| none | Foothill-DeAnza CCD CA Educ GS | Spouse | $500,001 - $1,000,000 | p. 3 |
| IWF | iShares Russell 1000 Growth Fund (IWF) EF | Member | $500,001 - $1,000,000 | p. 4 |
| IWP | iShares Russell Midcap Growth ETF (IWP) EF | Member | $500,001 - $1,000,000 | p. 4 |
| none | Los Angeles CA GO UTX GS | Spouse | $500,001 - $1,000,000 | p. 4 |
| none | Los Angeles CA IMPTSch GS | Spouse | $500,001 - $1,000,000 | p. 4 |
| none | Los Angeles CA Wtr Swr Util GS | Spouse | $500,001 - $1,000,000 | p. 4 |
| none | Los Angeles, CA Dept. of Water & Power GS | Spouse | $500,001 - $1,000,000 | p. 4 |
| none | Oceanside CA IMPT SCH GS | Spouse | $500,001 - $1,000,000 | p. 5 |
| none | San Carlos CA SD Impt Sch GS | Spouse | $500,001 - $1,000,000 | p. 6 |
| none | San Jose CA Uni Sch GS | Spouse | $500,001 - $1,000,000 | p. 6 |
| none | San Juan, CA USD GS | Spouse | $500,001 - $1,000,000 | p. 7 |
| VEA | Vanguard FTSE Developed Markets ETF (VEA) EF | Member | $500,001 - $1,000,000 | p. 8 |
| none | Visalia CA Uni IMPT SCH GS | Spouse | $500,001 - $1,000,000 | p. 9 |
| none | Alhambra CA USD SCH GS | Spouse | $250,001 - $500,000 | p. 1 |
| none | CA ST UNIV PUB EDUC GS | Spouse | $250,001 - $500,000 | p. 2 |
| IWM | iShares Russell 2000 Index Fund (IWM) EF | Member | $250,001 - $500,000 | p. 4 |
| none | Los Angeles County Excise Tax GS | Spouse | $250,001 - $500,000 | p. 4 |
| none | Paris TX, GO LTX GS | Spouse | $250,001 - $500,000 | p. 5 |
| none | Pasadena CA Area CC Educ GS | Spouse | $250,001 - $500,000 | p. 5 |
| none | Pittsburg CA Wtr Util GS | Spouse | $250,001 - $500,000 | p. 6 |
| none | Sacramento Muni Util Dist GS | Spouse | $250,001 - $500,000 | p. 6 |
| none | San Diego CA UNI GO UTX GS | Spouse | $250,001 - $500,000 | p. 6 |
| none | Solano CA CCD Educ GS | Spouse | $250,001 - $500,000 | p. 7 |
| VTV | Vanguard Value ETF (VTV) EF | Spouse | $250,001 - $500,000 | p. 9 |
| none | CA ST UNIV PUB EDUC GS | Spouse | $100,001 - $250,000 | p. 2 |
| CGDV | Capital Group Dividend Value ETF (CGDV) EF | Member | $100,001 - $250,000 | p. 2 |
| none | Mariposa CTY, CA IMPT SCH GS | Spouse | $100,001 - $250,000 | p. 5 |
| none | Motesto CA Waste GS | Spouse | $100,001 - $250,000 | p. 5 |
| none | Palmdale CA Sch GS | Spouse | $100,001 - $250,000 | p. 5 |
| none | San Diego CA Trans Excise Tax GS | Spouse | $100,001 - $250,000 | p. 6 |
| SWKXX | Schwab California Municipal Money Fund - Investor Shares (SWKXX) MF | Spouse | $100,001 - $250,000 | p. 7 |
| SWKXX | Schwab California Municipal Money Fund - Investor Shares (SWKXX) MF | Member | $100,001 - $250,000 | p. 7 |
| SNVXX | Schwab Government Money Fund - Investor Shares (SNVXX) MF | Spouse | $100,001 - $250,000 | p. 7 |
| none | Upper Sta Clr JPA Wtr Util GS | Spouse | $100,001 - $250,000 | p. 8 |
| none | Lynett Capital Partners V ⇒ ABL Space Systems PS | Spouse | $100,001 - $250,000 | p. 9 |
| none | Anaheim CA Hsg Elec Util GS | Spouse | $50,001 - $100,000 | p. 1 |
| none | Broadview Hghts OH GO UTX GS | Spouse | $50,001 - $100,000 | p. 2 |
| none | Novato CA USD IMPT SCH GS | Spouse | $50,001 - $100,000 | p. 5 |
| none | San Diego CA WTR UTIL GS | Spouse | $50,001 - $100,000 | p. 6 |
| none | San Diego, CA IMPT SCH GS | Spouse | $50,001 - $100,000 | p. 6 |
| none | San Francisco CA Bay Mass Tran GS | Spouse | $50,001 - $100,000 | p. 6 |
| none | UNIV CA PUB EDUC GS | Spouse | $50,001 - $100,000 | p. 8 |
| VOO | Vanguard S&P 500 ETF (VOO) EF | Member | $50,001 - $100,000 | p. 8 |
| VTI | Vanguard Total Stock Market ETF (VTI) EF | Member | $50,001 - $100,000 | p. 9 |
| VO | Vanguard Mid-Cap ETF (VO) EF | Member | $15,001 - $50,000 | p. 8 |
| VB | Vanguard Small-Cap ETF (VB) EF | Member | $15,001 - $50,000 | p. 9 |
| none | Columbia Mgmt Advisors - City of San Diego Mngd Inc Fund MF | Member | $1,001 - $15,000 | p. 3 |
| none | East Bay MUD SYS CA GS | Spouse | None | p. 3 |
| none | Los Angeles CA FINL SCH GS | Spouse | None | p. 4 |
| none | Mammoth CA USD IMPT SCH GS | Spouse | None | p. 5 |
| MMIIX | MFS Municipal High Income Fd Cl I (MMIIX) MF | Member | None | p. 5 |
| MMIIX | MFS Municipal High Income Fd Cl I (MMIIX) MF | Spouse | None | p. 5 |
| none | Riverside CA Sewer Util GS | Spouse | None | p. 6 |
| none | Sacramento CA WTR UTIL GS | Spouse | None | p. 6 |
| none | San Francisco CA Sewer Util GS | Spouse | None | p. 6 |
| none | Santa Clara CN CA HLTH GS | Spouse | None | p. 7 |
| SPYG | SPDR Series Trust SPDR Portfolio S&P 500 Growth ETF (SPYG) EF | Spouse | None | p. 7 |
| SPYG | SPDR Series Trust SPDR Portfolio S&P 500 Growth ETF (SPYG) EF | Member | None | p. 7 |
24 other assets on this report (bank accounts, real property, retirement plans, private businesses and similar) are not securities and are not listed here. They are on the filing.
1 row(s) on this report give no value band (for example “Undetermined”) and are left out.
Transactions
Every row on this member's periodic transaction reports filed in 2025 and 2026.
Sorted by the lower bound of the disclosed amount band, largest band first, then by transaction date, newest first. Each row links to the page of the filing it came from.
| Ticker | Asset | Owner | Type | Transaction date | Amount band | Filed |
|---|---|---|---|---|---|---|
| none | Audax Senior Loan Fund ST LP OT | Spouse | P | July 29, 2026 | Spouse/DC Over $1,000,000 | August 17, 2026 filing 20035191, p. 1 |
| none | U.S. Treasury Bill GS | Spouse | S (partial) | July 28, 2026 | Spouse/DC Over $1,000,000 | August 17, 2026 filing 20035191, p. 2 |
| none | U.S. Treasury Bill GS | Spouse | P | July 27, 2026 | Spouse/DC Over $1,000,000 | August 17, 2026 filing 20035191, p. 2 |
| none | Audax Senior Loan Fund ST LP OT | Spouse | P | April 28, 2026 | Spouse/DC Over $1,000,000 | May 18, 2026 filing 20034579, p. 1 |
| none | Riverside CA Elec Util GS | Spouse | S | March 30, 2026 | Spouse/DC Over $1,000,000 | April 29, 2026 filing 20034342, p. 1 |
| none | U.S. Treasury Notes GS | Spouse | S | March 24, 2026 | Spouse/DC Over $1,000,000 | April 29, 2026 filing 20034342, p. 2 |
| none | New York, NY City COMB TX GS | Spouse | S | August 31, 2026 | $500,001 - $1,000,000 | September 21, 2026 filing 20035434, p. 1 |
| none | Petaluma CA WASTE SWR UTIL GS | Spouse | P | August 19, 2026 | $500,001 - $1,000,000 | September 21, 2026 filing 20035434, p. 1 |
| none | Energy Northwest WA PWR UTIL GS | Spouse | S | August 13, 2026 | $500,001 - $1,000,000 | September 21, 2026 filing 20035434, p. 1 |
| none | UNIV CA PUB EDUC GS | Spouse | P | August 13, 2026 | $500,001 - $1,000,000 | September 21, 2026 filing 20035434, p. 2 |
| none | Enterprise CA GS | Spouse | S | August 4, 2026 | $500,001 - $1,000,000 | September 21, 2026 filing 20035434, p. 1 |
| none | Los Angeles CA GO UTX GS | Spouse | S (partial) | July 24, 2026 | $500,001 - $1,000,000 | August 17, 2026 filing 20035191, p. 1 |
| none | Los Angeles CA IMPTSch GS | Spouse | S | July 24, 2026 | $500,001 - $1,000,000 | August 17, 2026 filing 20035191, p. 1 |
| none | New York, NY City COMB TX GS | Spouse | P | June 11, 2026 | $500,001 - $1,000,000 | July 10, 2026 filing 20034911, p. 2 |
| none | Southwestern Community Coll Educ GS | Spouse | P | June 3, 2026 | $500,001 - $1,000,000 | July 10, 2026 filing 20034911, p. 2 |
| none | San Juan CA USD IMPT SCH GS | Spouse | S | May 29, 2026 | $500,001 - $1,000,000 | June 19, 2026 filing 20034784, p. 3 |
| none | Energy Northwest WA PWR UTIL GS | Spouse | P | May 20, 2026 | $500,001 - $1,000,000 | June 19, 2026 filing 20034784, p. 2 |
| none | Visalia CA Unif Imp Sch GS | Spouse | S | May 15, 2026 | $500,001 - $1,000,000 | June 19, 2026 filing 20034784, p. 3 |
| none | Westminster CA Impt Sch GS | Spouse | P | May 7, 2026 | $500,001 - $1,000,000 | June 19, 2026 filing 20034784, p. 4 |
| none | Fairfield-Suisun CA GS | Spouse | P | May 5, 2026 | $500,001 - $1,000,000 | June 19, 2026 filing 20034784, p. 2 |
| none | CA Infrastructure GS | Spouse | S | May 1, 2026 | $500,001 - $1,000,000 | June 19, 2026 filing 20034784, p. 1 |
| none | Illinois State GO UTX GS | Spouse | P | April 24, 2026 | $500,001 - $1,000,000 | May 18, 2026 filing 20034579, p. 2 |
| none | Los Angeles CNTY EXCISE GS | Spouse | P | April 21, 2026 | $500,001 - $1,000,000 | May 18, 2026 filing 20034579, p. 2 |
| none | Los Angeles CA Pwr Util GS | Spouse | S | April 9, 2026 | $500,001 - $1,000,000 | May 18, 2026 filing 20034579, p. 2 |
| none | Los Angeles CA Wtr Swr Util GS | Spouse | S | April 6, 2026 | $500,001 - $1,000,000 | May 18, 2026 filing 20034579, p. 2 |
| none | U.S Treasury Bills GS | Spouse | P | March 25, 2026 | $500,001 - $1,000,000 | April 29, 2026 filing 20034342, p. 2 |
| none | U. S. Treasury Bills GS | Spouse | S (partial) | February 19, 2026 | $500,001 - $1,000,000 | March 18, 2026 filing 20034178, p. 1 |
| none | U.S. Treasury Notes GS | Spouse | S (partial) | November 18, 2025 | $500,001 - $1,000,000 | December 11, 2025 filing 20033588, p. 1 |
| none | San Jose CA Uni Sch GS | Spouse | P | August 5, 2025 | $500,001 - $1,000,000 | September 15, 2025 filing 20032054, p. 1 |
| none | U.S Treasury Bills GS | Spouse | P | March 31, 2025 | $500,001 - $1,000,000 | April 18, 2025 filing 20029120, p. 1 |
| none | U.S Treasury Bills GS | Spouse | S (partial) | March 27, 2025 | $500,001 - $1,000,000 | April 18, 2025 filing 20029120, p. 1 |
| none | U.S Treasury Bills GS | Spouse | P | December 30, 2024 | $500,001 - $1,000,000 | January 15, 2025 filing 20026577, p. 1 |
| none | U.S Treasury Bills GS | Spouse | S (partial) | December 26, 2024 | $500,001 - $1,000,000 | January 15, 2025 filing 20026577, p. 1 |
| none | U.S. Treasury Bill GS | Spouse | P | August 10, 2026 | $250,001 - $500,000 | September 21, 2026 filing 20035434, p. 2 |
| none | West VY Mission CMN EDUC GS | Spouse | P | August 6, 2026 | $250,001 - $500,000 | September 21, 2026 filing 20035434, p. 2 |
| none | Ro OL | Spouse | P | August 3, 2026 | $250,001 - $500,000 | September 21, 2026 filing 20035434, p. 2 |
| none | Charlotte-Meckle HLTH GS | Spouse | S | July 22, 2026 | $250,001 - $500,000 | August 17, 2026 filing 20035191, p. 1 |
| none | Charlotte-Meckle HLTH GS | Spouse | P | June 26, 2026 | $250,001 - $500,000 | July 10, 2026 filing 20034911, p. 1 |
| none | Form Energy OL | Spouse | P | June 26, 2026 | $250,001 - $500,000 | July 10, 2026 filing 20034911, p. 1 |
| none | U.S. Treasury Bill GS | Spouse | S (partial) | June 25, 2026 | $250,001 - $500,000 | July 10, 2026 filing 20034911, p. 2 |
| none | U.S. Treasury Bills GS | Spouse | P | June 1, 2026 | $250,001 - $500,000 | July 10, 2026 filing 20034911, p. 2 |
| none | Dublin CA UNIF SCH DIST GS | Spouse | S | May 21, 2026 | $250,001 - $500,000 | June 19, 2026 filing 20034784, p. 1 |
| none | Kentucky PUB UTIL GS | Spouse | P | May 21, 2026 | $250,001 - $500,000 | June 19, 2026 filing 20034784, p. 2 |
| none | U.S. Treasury Bills GS | Spouse | P | May 18, 2026 | $250,001 - $500,000 | June 19, 2026 filing 20034784, p. 3 |
| none | EEMA O&M Services Group OL | Spouse | P | May 15, 2026 | $250,001 - $500,000 | June 19, 2026 filing 20034784, p. 2 |
| none | Burbank Glendale PA Air Tran GS | Spouse | P | May 14, 2026 | $250,001 - $500,000 | June 19, 2026 filing 20034784, p. 1 |
| none | East Bay CA Muni Util GS | Spouse | P | May 6, 2026 | $250,001 - $500,000 | June 19, 2026 filing 20034784, p. 1 |
| none | San Diego CA Unif Sch GS | Spouse | P | May 6, 2026 | $250,001 - $500,000 | June 19, 2026 filing 20034784, p. 2 |
| none | Los Angeles County Excise Tax GS | Spouse | S | April 22, 2026 | $250,001 - $500,000 | May 18, 2026 filing 20034579, p. 2 |
| none | Met Govt Nashville, TN HLTH SYS GS | Spouse | P | April 21, 2026 | $250,001 - $500,000 | May 18, 2026 filing 20034579, p. 3 |
| none | Pasadena CA COLL EDUC GS | Spouse | S | April 13, 2026 | $250,001 - $500,000 | May 18, 2026 filing 20034579, p. 3 |
| none | U.S Treasury Bills GS | Spouse | S (partial) | April 13, 2026 | $250,001 - $500,000 | May 18, 2026 filing 20034579, p. 3 |
| none | CA ST PUB W BLDG GS | Spouse | P | April 9, 2026 | $250,001 - $500,000 | May 18, 2026 filing 20034579, p. 1 |
| none | Pittsburgh CA WTR UTIL GS | Spouse | S | April 7, 2026 | $250,001 - $500,000 | May 18, 2026 filing 20034579, p. 3 |
| none | Sacramento Muni Util Dist GS | Spouse | S | April 2, 2026 | $250,001 - $500,000 | May 18, 2026 filing 20034579, p. 3 |
| none | U.S Treasury Bills GS | Spouse | P | March 30, 2026 | $250,001 - $500,000 | April 29, 2026 filing 20034342, p. 2 |
| none | U.S Treasury Bills GS | Spouse | P | March 30, 2026 | $250,001 - $500,000 | April 29, 2026 filing 20034342, p. 2 |
| none | San Diego CA UNI GO UTX GS | Spouse | S | March 27, 2026 | $250,001 - $500,000 | April 29, 2026 filing 20034342, p. 1 |
| none | Solace Health OL | Spouse | P | January 14, 2026 | $250,001 - $500,000 | February 25, 2026 filing 20034010, p. 1 |
| none | U.S Treasury Bills GS | Spouse | P | August 1, 2025 | $250,001 - $500,000 | September 15, 2025 filing 20032054, p. 1 |
| none | U.S Treasury Bills GS | Spouse | S (partial) | July 31, 2025 | $250,001 - $500,000 | August 11, 2025 filing 20030876, p. 1 |
| none | U.S Treasury Bills GS | Spouse | S (partial) | April 11, 2025 | $250,001 - $500,000 | May 16, 2025 filing 20030340, p. 1 |
| none | U.S Treasury Bills GS | Spouse | P | February 3, 2025 | $250,001 - $500,000 | March 14, 2025 filing 20027961, p. 1 |
| none | U.S Treasury Bills GS | Spouse | S (partial) | January 28, 2025 | $250,001 - $500,000 | February 18, 2025 filing 20026774, p. 1 |
| none | U.S Treasury Bills GS | Spouse | P | December 16, 2024 | $250,001 - $500,000 | January 15, 2025 filing 20026577, p. 1 |
| none | U.S Treasury Bills GS | Spouse | P | December 16, 2024 | $250,001 - $500,000 | January 15, 2025 filing 20026577, p. 1 |
| none | CA ST DEPT WTR UTIL GS | Spouse | S | December 2, 2024 | $250,001 - $500,000 | January 15, 2025 filing 20026577, p. 1 |
| none | Irvine Ranch CA WRSR UTIL GS | Spouse | P | August 20, 2026 | $100,001 - $250,000 | September 21, 2026 filing 20035434, p. 1 |
| none | Kent Street O&M Holdings LLC OT | Spouse | P | August 12, 2026 | $100,001 - $250,000 | September 21, 2026 filing 20035434, p. 1 |
| none | U.S. Treasury Bill GS | Spouse | S (partial) | August 5, 2026 | $100,001 - $250,000 | September 21, 2026 filing 20035434, p. 2 |
| none | Los Angeles Cnty CA TRANs GS | Spouse | P | July 1, 2026 | $100,001 - $250,000 | August 17, 2026 filing 20035191, p. 1 |
| none | Dublin CA UNIF SCH DIST GS | Spouse | S | June 24, 2026 | $100,001 - $250,000 | July 10, 2026 filing 20034911, p. 1 |
| none | Smash Capital Fund II LP OT | Spouse | P | June 18, 2026 | $100,001 - $250,000 | July 10, 2026 filing 20034911, p. 2 |
| none | U. S. Treasury Bills GS | Spouse | S (partial) | May 26, 2026 | $100,001 - $250,000 | June 19, 2026 filing 20034784, p. 3 |
| none | Chabot-Las Positas COLL EDUC GS | Spouse | P | May 19, 2026 | $100,001 - $250,000 | June 19, 2026 filing 20034784, p. 1 |
| none | U.S. Treasury Bills GS | Spouse | S (partial) | May 8, 2026 | $100,001 - $250,000 | June 19, 2026 filing 20034784, p. 3 |
| none | San Juan CA GS | Spouse | S (partial) | May 4, 2026 | $100,001 - $250,000 | June 19, 2026 filing 20034784, p. 2 |
| none | U.S Treasury Bills GS | Spouse | S (partial) | April 17, 2026 | $100,001 - $250,000 | May 18, 2026 filing 20034579, p. 3 |
| none | U.S Treasury Bills GS | Spouse | S (partial) | April 6, 2026 | $100,001 - $250,000 | May 18, 2026 filing 20034579, p. 4 |
| none | Los Angeles CA Wtr Swr Util GS | Spouse | S | April 2, 2026 | $100,001 - $250,000 | May 18, 2026 filing 20034579, p. 2 |
| none | Sacramento Muni Util Dist GS | Spouse | S | April 2, 2026 | $100,001 - $250,000 | May 18, 2026 filing 20034579, p. 3 |
| none | U.S Treasury Bills GS | Spouse | S (partial) | March 24, 2026 | $100,001 - $250,000 | April 29, 2026 filing 20034342, p. 1 |
| none | Kent Street O&M Holdings LLC OT | Spouse | P | February 4, 2026 | $100,001 - $250,000 | March 18, 2026 filing 20034178, p. 1 |
| none | U.S Treasury Bills GS | Spouse | P | December 29, 2025 | $100,001 - $250,000 | January 19, 2026 filing 20033815, p. 1 |
| none | U.S Treasury Bills GS | Spouse | S (partial) | December 26, 2025 | $100,001 - $250,000 | January 19, 2026 filing 20033815, p. 1 |
| none | Palmdale CA Sch GS | Spouse | P | November 19, 2025 | $100,001 - $250,000 | December 11, 2025 filing 20033588, p. 1 |
| none | Motesto CA Waste GS | Spouse | P | November 12, 2025 | $100,001 - $250,000 | December 11, 2025 filing 20033588, p. 1 |
| none | Sacramento CA WTR UTIL GS | Spouse | S | November 3, 2025 | $100,001 - $250,000 | December 11, 2025 filing 20033588, p. 1 |
| none | Riverside CA Sewer Util GS | Spouse | S | September 29, 2025 | $100,001 - $250,000 | October 17, 2025 filing 20032283, p. 1 |
| none | U.S Treasury Bills GS | Spouse | P | September 8, 2025 | $100,001 - $250,000 | October 17, 2025 filing 20032283, p. 2 |
| none | U.S Treasury Bills GS | Spouse | S (partial) | September 4, 2025 | $100,001 - $250,000 | October 17, 2025 filing 20032283, p. 2 |
| none | Inverted Capital I LP OT | Spouse | P | September 3, 2025 | $100,001 - $250,000 | October 17, 2025 filing 20032283, p. 1 |
| none | CA ST UNIV PUB EDUC GS | Spouse | P | August 5, 2025 | $100,001 - $250,000 | September 15, 2025 filing 20032054, p. 1 |
| none | San Juan CA USD IMPT SCH GS | Spouse | S (partial) | August 1, 2025 | $100,001 - $250,000 | September 15, 2025 filing 20032054, p. 1 |
| none | U.S Treasury Bills GS | Spouse | P | June 16, 2025 | $100,001 - $250,000 | July 16, 2025 filing 20030663, p. 1 |
| none | U.S Treasury Bills GS | Spouse | S (partial) | June 12, 2025 | $100,001 - $250,000 | July 16, 2025 filing 20030663, p. 1 |
| none | Los Angeles CA Wtr Swr Util GS | Spouse | P | June 10, 2025 | $100,001 - $250,000 | July 16, 2025 filing 20030663, p. 1 |
| none | Lynett Capital Partners III OI | Spouse | P | May 21, 2025 | $100,001 - $250,000 | June 23, 2025 filing 20030517, p. 1 |
| none | U.S. Treasury Bill GS | Spouse | S (partial) | August 31, 2026 | $50,001 - $100,000 | September 21, 2026 filing 20035434, p. 2 |
| none | U.S. Treasury Bill GS | Spouse | S (partial) | August 13, 2026 | $50,001 - $100,000 | September 21, 2026 filing 20035434, p. 2 |
| none | U.S. Treasury Bill GS | Spouse | S (partial) | August 13, 2026 | $50,001 - $100,000 | September 21, 2026 filing 20035434, p. 2 |
| none | Palmdale CA Sch GS | Spouse | S | August 3, 2026 | $50,001 - $100,000 | September 21, 2026 filing 20035434, p. 1 |
| none | U.S. Treasury Bill GS | Spouse | P | August 3, 2026 | $50,001 - $100,000 | September 21, 2026 filing 20035434, p. 2 |
| none | Pittsburgh, CA Successor Agency GS | Spouse | P | July 30, 2026 | $50,001 - $100,000 | August 17, 2026 filing 20035191, p. 1 |
| none | Smash Capital Fund II LP OT | Spouse | P | July 28, 2026 | $50,001 - $100,000 | August 17, 2026 filing 20035191, p. 2 |
| none | U.S. Treasury Bill GS | Spouse | S (partial) | July 28, 2026 | $50,001 - $100,000 | August 17, 2026 filing 20035191, p. 2 |
| none | U.S. Treasury Bill GS | Spouse | P | July 27, 2026 | $50,001 - $100,000 | August 17, 2026 filing 20035191, p. 2 |
| none | Los Angeles CA IMPT SCH GS | Spouse | S | July 24, 2026 | $50,001 - $100,000 | August 17, 2026 filing 20035191, p. 1 |
| none | U.S. Treasury Bill GS | Spouse | S (partial) | July 23, 2026 | $50,001 - $100,000 | August 17, 2026 filing 20035191, p. 2 |
| none | San Juan CA UNI GO UTX GS | Spouse | P | June 24, 2026 | $50,001 - $100,000 | July 10, 2026 filing 20034911, p. 2 |
| none | U.S. Treasury Bill GS | Spouse | S (partial) | June 11, 2026 | $50,001 - $100,000 | July 10, 2026 filing 20034911, p. 2 |
| none | Grapevine-Colleyville TX GO UTX GS | Spouse | S | June 4, 2026 | $50,001 - $100,000 | July 10, 2026 filing 20034911, p. 1 |
| none | Miami-Dade Cnty FL SCH COPS GS | Spouse | P | May 19, 2026 | $50,001 - $100,000 | June 19, 2026 filing 20034784, p. 2 |
| none | Val Verde CA UNIF SCH GS | Spouse | P | May 19, 2026 | $50,001 - $100,000 | June 19, 2026 filing 20034784, p. 3 |
| none | Los Angeles CA IMPT SCH GS | Spouse | P | May 11, 2026 | $50,001 - $100,000 | June 19, 2026 filing 20034784, p. 2 |
| none | Westminster CA IMPT SCH GS | Spouse | P | May 7, 2026 | $50,001 - $100,000 | June 19, 2026 filing 20034784, p. 4 |
| none | East Bay CA MUN WTR UTIL GS | Spouse | P | May 6, 2026 | $50,001 - $100,000 | June 19, 2026 filing 20034784, p. 1 |
| none | Franklin-McKinley IMPT SCH GS | Spouse | P | May 6, 2026 | $50,001 - $100,000 | June 19, 2026 filing 20034784, p. 2 |
| none | Austin TX ARPT SYS TRAN GS | Spouse | P | May 5, 2026 | $50,001 - $100,000 | June 19, 2026 filing 20034784, p. 1 |
| none | Bonita CA UNI SCH GS | Spouse | P | May 5, 2026 | $50,001 - $100,000 | June 19, 2026 filing 20034784, p. 1 |
| none | U.S. Treasury Bills GS | Spouse | S (partial) | May 4, 2026 | $50,001 - $100,000 | June 19, 2026 filing 20034784, p. 3 |
| none | U.S Treasury Bills GS | Spouse | S (partial) | April 30, 2026 | $50,001 - $100,000 | May 18, 2026 filing 20034579, p. 3 |
| none | Berks Cnty PA GO UTX GS | Spouse | P | April 28, 2026 | $50,001 - $100,000 | May 18, 2026 filing 20034579, p. 1 |
| none | Los Angeles CA GO UTX GS | Spouse | S | April 24, 2026 | $50,001 - $100,000 | May 18, 2026 filing 20034579, p. 2 |
| none | Los Angeles CNTY EXCISE GS | Spouse | S | April 24, 2026 | $50,001 - $100,000 | May 18, 2026 filing 20034579, p. 2 |
| none | San Diego CNTY CA WTR UTIL GS | Spouse | S | April 24, 2026 | $50,001 - $100,000 | May 18, 2026 filing 20034579, p. 3 |
| none | U.S Treasury Bills GS | Spouse | S (partial) | April 24, 2026 | $50,001 - $100,000 | May 18, 2026 filing 20034579, p. 4 |
| none | UNIV CA PUB EDUC GS | Spouse | S | April 24, 2026 | $50,001 - $100,000 | May 18, 2026 filing 20034579, p. 4 |
| none | Novato CA UNI SCH GS | Spouse | S | April 22, 2026 | $50,001 - $100,000 | May 18, 2026 filing 20034579, p. 3 |
| none | San Francisco CA Bay Mass Tran GS | Spouse | S | April 22, 2026 | $50,001 - $100,000 | May 18, 2026 filing 20034579, p. 3 |
| none | U.S Treasury Bills GS | Spouse | S (partial) | April 22, 2026 | $50,001 - $100,000 | May 18, 2026 filing 20034579, p. 4 |
| none | Austin TX WTR UTIL GS | Spouse | P | April 21, 2026 | $50,001 - $100,000 | May 18, 2026 filing 20034579, p. 1 |
| none | Los Angeles Cnty CA EXCISE GS | Spouse | P | April 21, 2026 | $50,001 - $100,000 | May 18, 2026 filing 20034579, p. 2 |
| none | Trinity River Auth SWR UTIL GS | Spouse | P | April 16, 2026 | $50,001 - $100,000 | May 18, 2026 filing 20034579, p. 3 |
| none | U.S Treasury Bills GS | Spouse | S (partial) | April 16, 2026 | $50,001 - $100,000 | May 18, 2026 filing 20034579, p. 4 |
| none | Chester Cnty PA SCH GS | Spouse | P | April 14, 2026 | $50,001 - $100,000 | May 18, 2026 filing 20034579, p. 2 |
| none | U.S Treasury Bills GS | Spouse | S (partial) | April 13, 2026 | $50,001 - $100,000 | May 18, 2026 filing 20034579, p. 4 |
| none | U.S Treasury Bills GS | Spouse | S (partial) | April 10, 2026 | $50,001 - $100,000 | May 18, 2026 filing 20034579, p. 4 |
| none | CA ST PUB W BLDG GS | Spouse | P | April 9, 2026 | $50,001 - $100,000 | May 18, 2026 filing 20034579, p. 1 |
| none | California Health SYS GS | Spouse | P | April 9, 2026 | $50,001 - $100,000 | May 18, 2026 filing 20034579, p. 1 |
| none | Grapevine-Colleyville TX GO UTX GS | Spouse | P | April 9, 2026 | $50,001 - $100,000 | May 18, 2026 filing 20034579, p. 2 |
| none | U.S Treasury Bills GS | Spouse | S (partial) | April 9, 2026 | $50,001 - $100,000 | May 18, 2026 filing 20034579, p. 4 |
| none | Anaheim CA Hsg Elec Util GS | Spouse | S | April 2, 2026 | $50,001 - $100,000 | May 18, 2026 filing 20034579, p. 1 |
| none | U.S Treasury Bills GS | Spouse | S (partial) | April 2, 2026 | $50,001 - $100,000 | May 18, 2026 filing 20034579, p. 4 |
| none | Inverted Capital I LP OT | Spouse | P | March 25, 2026 | $50,001 - $100,000 | April 29, 2026 filing 20034342, p. 1 |
| none | Valo Ventures GP II, LP OT | Spouse | P | February 3, 2026 | $50,001 - $100,000 | March 18, 2026 filing 20034178, p. 1 |
| none | U.S Treasury Bills GS | Spouse | P | December 8, 2025 | $50,001 - $100,000 | January 19, 2026 filing 20033815, p. 1 |
| none | U.S Treasury Bills GS | Spouse | S (partial) | December 4, 2025 | $50,001 - $100,000 | January 19, 2026 filing 20033815, p. 1 |
| none | San Francisco CA Sewer Util GS | Spouse | S | October 1, 2025 | $50,001 - $100,000 | November 14, 2025 filing 20033472, p. 1 |
| none | Inverted Capital I LP OT | Spouse | P | September 25, 2025 | $50,001 - $100,000 | October 17, 2025 filing 20032283, p. 1 |
| none | Anaheim CA Hsg Elec Util GS | Spouse | P | September 10, 2025 | $50,001 - $100,000 | October 17, 2025 filing 20032283, p. 1 |
| none | San Francisco CA Bay Mass Tran GS | Spouse | P | September 9, 2025 | $50,001 - $100,000 | October 17, 2025 filing 20032283, p. 2 |
| none | U.S Treasury Bills GS | Spouse | S (partial) | September 8, 2025 | $50,001 - $100,000 | October 17, 2025 filing 20032283, p. 2 |
| none | Mammoth CA USD IMPT SCH GS | Spouse | S | August 1, 2025 | $50,001 - $100,000 | September 15, 2025 filing 20032054, p. 1 |
| none | GV Livingston LLC OL | Spouse | P | July 3, 2025 | $50,001 - $100,000 | August 11, 2025 filing 20030876, p. 1 |
| none | Los Angeles CA FINL SCH GS | Spouse | S | July 1, 2025 | $50,001 - $100,000 | August 11, 2025 filing 20030876, p. 1 |
| none | East Bay MUD SYS CA GS | Spouse | S (partial) | June 2, 2025 | $50,001 - $100,000 | July 16, 2025 filing 20030663, p. 1 |
| none | U.S. Treasury Notes GS | Spouse | S (partial) | December 19, 2024 | $50,001 - $100,000 | January 15, 2025 filing 20026577, p. 2 |
| none | Smash Capital Fund II LP OT | Spouse | P | August 5, 2026 | $15,001 - $50,000 | September 21, 2026 filing 20035434, p. 2 |
| none | U.S. Treasury Bill GS | Spouse | S (partial) | July 28, 2026 | $15,001 - $50,000 | August 17, 2026 filing 20035191, p. 2 |
| none | Valo Ventures GP II, LP OT | Spouse | P | July 22, 2026 | $15,001 - $50,000 | August 17, 2026 filing 20035191, p. 2 |
| none | Allocate Alpha Fund II LP OT | Spouse | P | June 24, 2026 | $15,001 - $50,000 | July 10, 2026 filing 20034911, p. 1 |
| none | Allocate Premier Access Fund OT | Spouse | P | June 24, 2026 | $15,001 - $50,000 | July 10, 2026 filing 20034911, p. 1 |
| none | Kent Street Group LLC OT | Spouse | P | May 15, 2026 | $15,001 - $50,000 | June 19, 2026 filing 20034784, p. 2 |
| none | U.S. Treasury Bills GS | Spouse | S (partial) | May 14, 2026 | $15,001 - $50,000 | June 19, 2026 filing 20034784, p. 3 |
| none | Torch Capital III LP OT | Spouse | P | May 7, 2026 | $15,001 - $50,000 | June 19, 2026 filing 20034784, p. 3 |
| none | U.S. Treasury Bills GS | Spouse | S (partial) | May 7, 2026 | $15,001 - $50,000 | June 19, 2026 filing 20034784, p. 3 |
| none | U.S Treasury Bills GS | Spouse | S (partial) | April 23, 2026 | $15,001 - $50,000 | May 18, 2026 filing 20034579, p. 4 |
| none | Regeneration VC Fund 1 LP OT | Spouse | P | January 21, 2026 | $15,001 - $50,000 | February 25, 2026 filing 20034010, p. 1 |
| none | Valo Ventures GP II, LP OT | Spouse | P | January 21, 2026 | $15,001 - $50,000 | February 25, 2026 filing 20034010, p. 1 |
| none | Allocate Premier Access Fund OT | Spouse | P | December 19, 2025 | $15,001 - $50,000 | January 19, 2026 filing 20033815, p. 1 |
| none | Kent Street Group LLC OI | Spouse | P | November 20, 2025 | $15,001 - $50,000 | December 11, 2025 filing 20033588, p. 1 |
| none | Allocate Alpha Fund II LP OT | Spouse | P | November 19, 2025 | $15,001 - $50,000 | December 11, 2025 filing 20033588, p. 1 |
| none | U.S Treasury Bills GS | Spouse | P | October 6, 2025 | $15,001 - $50,000 | November 14, 2025 filing 20033472, p. 1 |
| none | U.S Treasury Bills GS | Spouse | S (partial) | October 2, 2025 | $15,001 - $50,000 | November 14, 2025 filing 20033472, p. 1 |
| none | U.S Treasury Bills GS | Spouse | S (partial) | September 25, 2025 | $15,001 - $50,000 | October 17, 2025 filing 20032283, p. 2 |
| none | Allocate Alpha Fund II LP OT | Spouse | P | September 24, 2025 | $15,001 - $50,000 | October 17, 2025 filing 20032283, p. 1 |
| none | Allocate Premier Access Fund OT | Spouse | P | September 22, 2025 | $15,001 - $50,000 | October 17, 2025 filing 20032283, p. 1 |
| none | Santa Clara CN CA HLTH GS | Spouse | S | August 1, 2025 | $15,001 - $50,000 | September 15, 2025 filing 20032054, p. 1 |
| none | Kent Street Group LLC OT | Spouse | P | July 24, 2025 | $15,001 - $50,000 | August 11, 2025 filing 20030876, p. 1 |
| none | Valo Ventures GP II, LP OI | Spouse | P | June 25, 2025 | $15,001 - $50,000 | July 16, 2025 filing 20030663, p. 1 |
| none | Allocate Premier Access Fund OI | Spouse | P | June 23, 2025 | $15,001 - $50,000 | July 16, 2025 filing 20030663, p. 1 |
| none | Allocate Alpha Fund II LP OI | Spouse | P | May 27, 2025 | $15,001 - $50,000 | June 23, 2025 filing 20030517, p. 1 |
| none | Allocate Premier Access Fund OI | Spouse | P | May 23, 2025 | $15,001 - $50,000 | June 23, 2025 filing 20030517, p. 1 |
| none | Kent Street Group LLC OT | Spouse | P | April 14, 2025 | $15,001 - $50,000 | May 16, 2025 filing 20030340, p. 1 |
| none | Kent Street Group LLC OT | Spouse | P | January 10, 2025 | $15,001 - $50,000 | February 18, 2025 filing 20026774, p. 1 |
| none | Allocate Alpha Fund II LP OT | Spouse | P | December 23, 2024 | $15,001 - $50,000 | January 15, 2025 filing 20026577, p. 1 |
| none | Allocate Premier Access Fund OT | Spouse | P | December 23, 2024 | $15,001 - $50,000 | January 15, 2025 filing 20026577, p. 1 |
| none | Allocate Alpha Fund II LP OT | Spouse | P | March 26, 2026 | $1,001 - $15,000 | April 29, 2026 filing 20034342, p. 1 |
| none | Allocate Premier Access Fund OT | Spouse | P | March 25, 2026 | $1,001 - $15,000 | April 29, 2026 filing 20034342, p. 1 |
| none | Stepstone Tactical Growth Fund III, LP OT | Spouse | P | February 13, 2026 | $1,001 - $15,000 | March 18, 2026 filing 20034178, p. 1 |
| none | Allocate Alpha Fund II LP OT | Spouse | P | December 19, 2025 | $1,001 - $15,000 | January 19, 2026 filing 20033815, p. 1 |
| none | Allocate Alpha Fund II LP OI | Spouse | P | June 24, 2025 | $1,001 - $15,000 | July 16, 2025 filing 20030663, p. 1 |
Type is printed as on the filing: P purchase, S sale, S (partial) partial sale, E exchange. Owner as on the filing: Spouse (SP), Joint (JT), Dependent child (DC); blank means the member.
Filings on record
Everything the House Clerk lists for this member in the 2024–2026 indexes, newest first.
- September 21, 2026 Periodic transaction report (2026), filing 20035434 itemised above
- August 17, 2026 Periodic transaction report (2026), filing 20035191 itemised above
- August 12, 2026 Annual report (FD Original) (2025), filing 10076386 itemised above
- July 10, 2026 Periodic transaction report (2026), filing 20034911 itemised above
- June 19, 2026 Periodic transaction report (2026), filing 20034784 itemised above
- May 18, 2026 Periodic transaction report (2026), filing 20034579 itemised above
- April 29, 2026 Extension request (2025), filing 30027201
- April 29, 2026 Periodic transaction report (2026), filing 20034342 itemised above
- March 18, 2026 Periodic transaction report (2026), filing 20034178 itemised above
- February 25, 2026 Periodic transaction report (2026), filing 20034010 itemised above
- January 19, 2026 Periodic transaction report (2026), filing 20033815 itemised above
- December 11, 2025 Periodic transaction report (2025), filing 20033588 itemised above
- November 14, 2025 Periodic transaction report (2025), filing 20033472 itemised above
- October 17, 2025 Periodic transaction report (2025), filing 20032283 itemised above
- September 15, 2025 Periodic transaction report (2025), filing 20032054 itemised above
- August 11, 2025 Periodic transaction report (2025), filing 20030876 itemised above
- August 11, 2025 Annual report (FD Original) (2024), filing 10067117
- July 16, 2025 Periodic transaction report (2025), filing 20030663 itemised above
- June 23, 2025 Periodic transaction report (2025), filing 20030517 itemised above
- May 16, 2025 Periodic transaction report (2025), filing 20030340 itemised above
- May 1, 2025 Extension request (2024), filing 30022980
- April 18, 2025 Periodic transaction report (2025), filing 20029120 itemised above
- March 14, 2025 Periodic transaction report (2025), filing 20027961 itemised above
- February 18, 2025 Periodic transaction report (2025), filing 20026774 itemised above
- January 15, 2025 Periodic transaction report (2025), filing 20026577 itemised above
- December 16, 2024 Periodic transaction report (2024), filing 20026393
- November 15, 2024 Periodic transaction report (2024), filing 20026188
- October 16, 2024 Periodic transaction report (2024), filing 20026016
- September 12, 2024 Periodic transaction report (2024), filing 20025827
- August 7, 2024 Periodic transaction report (2024), filing 20025576
- July 15, 2024 Periodic transaction report (2024), filing 20025424
- June 25, 2024 Periodic transaction report (2024), filing 20025285
- May 13, 2024 Periodic transaction report (2024), filing 20025037
- April 17, 2024 Periodic transaction report (2024), filing 20024837
- March 11, 2024 Periodic transaction report (2024), filing 20024662
- February 15, 2024 Periodic transaction report (2024), filing 20024477
- January 22, 2024 Periodic transaction report (2024), filing 20024316
Discussion
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