Lateefah Simon
U.S. Representative, California district 12 (CA12)
Latest disclosure August 12, 2026: Annual report (FD Original) for 2025, filing 10075192.
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 10075192.
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 |
|---|---|---|---|---|
| SUSB | Charles Schwab ⇒ iShares ESG Aware 1-5 Year USD Corporate Bond ETF (SUSB) EF | Member | $1,001 - $15,000 | p. 1 |
| ESGD | Charles Schwab ⇒ iShares ESG Aware MSCI EAFE ETF (ESGD) EF | Member | $1,001 - $15,000 | p. 1 |
| DSI | Charles Schwab ⇒ iShares ESG MSCI KLD 400 ETF (DSI) EF | Member | $1,001 - $15,000 | p. 1 |
| XJH | Charles Schwab ⇒ iShares ESG Select Screened S&P Mid-Cap ETF (XJH) EF | Member | $1,001 - $15,000 | p. 1 |
| NULG | Charles Schwab ⇒ Nuveen ESG Large-Cap Growth ETF (NULG) EF | Member | $1,001 - $15,000 | p. 1 |
| SPTL | Charles Schwab ⇒ SPDR Portfolio Long Term Treasury ETF (SPTL) EF | Member | $1,001 - $15,000 | p. 1 |
| VGIT | Charles Schwab ⇒ Vanguard Intermediate-Term Treasury ETF (VGIT) EF | Member | $1,001 - $15,000 | p. 1 |
Transactions
Every row on this member's periodic transaction reports filed in 2025 and 2026.
No transactions itemised from periodic transaction reports in this period.
Filings on record
Everything the House Clerk lists for this member in the 2024–2026 indexes, newest first.
- August 12, 2026 Annual report (FD Original) (2025), filing 10075192 itemised above
- April 6, 2026 Extension request (2025), filing 30026869
- August 13, 2025 New filer report (2024), filing 10068046
- July 15, 2025 Extension request (2024), filing 30025278
- June 18, 2025 Extension request (2024), filing 30024189
- May 13, 2025 Extension request (2024), filing 30023534
- June 14, 2024 Candidate report (2024), filing 10060189
- May 14, 2024 Extension request (2024), filing 30021309
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