Alan S. Lowenthal
Representative
CA-47
2021 disclosure
Alan S. Lowenthal (CA-47) disclosed a net worth range between $1.4M and $6M in their 2021 annual filing.
Compare this disclosure with the House of Representatives net worth rankings .
Net worth
Estimated from the ranges in the member's annual financial disclosures: the band runs from the sum of disclosed asset minimums less liability maximums up to the sum of asset maximums less liability minimums. Only electronically filed reports are read — a missing year means no electronic filing, not zero net worth.
Latest net worth (band)
$1.4M – $6M
Rank by disclosed net worth
Reporting year
2021
Disclosed assets
169
Disclosed liabilities
1
Net worth band by reporting year
2021
2022 — not e-filed
2023 — not e-filed
2024 — not e-filed
2025 — not e-filed
| Year | Filed | Net worth band |
|---|---|---|
| 2021 | 2022-07-22 | $1.4M – $6M |
Disclosed assets
The assets Alan S. Lowenthal itemised in their 2021 annual report, largest bracket first. Descriptions are the filer's own wording, and each value is the bracket they checked on the form — never a reported amount.
Disclosed lines
169
Total disclosed (band)
$1.9M – $6.3M
Showing the 100 largest of 169 disclosed lines.
| Description | Type | Income | Value |
|---|---|---|---|
| Individually Owned ⇒ Walt Disney Company (DIS) | ST |
$50K - $100K
Capital Gains
|
$100K - $250K |
| Long Beach Schools Federal Credit Union | BA |
$1K - $2.5K
Interest
|
$100K - $250K |
| Neuberger Berman - Beneficiary IRA ⇒ DREYUS TREASURY SEC MGMT ADMIN (DARXX) | BA |
Tax-Deferred
|
$100K - $250K |
| Neuberger Berman - Traditional IRA ⇒ Dreyfus Treas. Prime Cash Management INV & SHS | BA |
Tax-Deferred
|
$100K - $250K |
| Allianz 403(b) ⇒ AZL Russell 1000 Growth Idx C2 | MF |
Tax-Deferred
|
$50K - $100K |
| Allianz 403(b) ⇒ AZL Russell 1000 Value Index C2 | MF |
Tax-Deferred
|
$50K - $100K |
| Allianz 403(b) ⇒ AZL S&P 500 Index Fund | MF |
Tax-Deferred
|
$50K - $100K |
| Allianz 403(b) ⇒ PIMCO EqS Pathfinder | MF |
Tax-Deferred
|
$50K - $100K |
| Neuberger Berman - Traditional IRA ⇒ Alphabet Inc. - Class C Capital Stock (GOOG) | ST |
Tax-Deferred
|
$50K - $100K |
| Neuberger Berman - Traditional IRA ⇒ Apple Inc. (AAPL) | ST |
Tax-Deferred
|
$50K - $100K |
| Neuberger Berman - Traditional IRA ⇒ Brookfield Infrastructure Partners LP Class A Subordinate Voting Shares (BIPC) | ST |
Tax-Deferred
|
$50K - $100K |
| Neuberger Berman - Traditional IRA ⇒ Microsoft Corporation (MSFT) | ST |
Tax-Deferred
|
$50K - $100K |
| Savings Plus California State Employee 401(K) ⇒ Bond Fund | MF |
Tax-Deferred
|
$50K - $100K |
| Savings Plus California State Employee 401(K) ⇒ Large Cap Fund | MF |
Tax-Deferred
|
$50K - $100K |
| Allianz 403(b) ⇒ AZL Small Cap Stock Index | MF |
Tax-Deferred
|
$15K - $50K |
| Allianz 403(b) ⇒ Franklin Rising Dividends Sec | MF |
Tax-Deferred
|
$15K - $50K |
| American General 403(b) ⇒ Fixed Annuity | FN |
Tax-Deferred
|
$15K - $50K |
| Neuberger Berman - Traditional IRA ⇒ Amazon.com, Inc. (AMZN) | ST |
Tax-Deferred
|
$15K - $50K |
| Neuberger Berman - Traditional IRA ⇒ American Express Co Note | CS |
Tax-Deferred
|
$15K - $50K |
| Neuberger Berman - Traditional IRA ⇒ American Tower Corporation (AMT) | ST |
Tax-Deferred
|
$15K - $50K |
| Neuberger Berman - Traditional IRA ⇒ Amphenol Corp Note 3.2%; Due 4/1/2024 | CS |
Tax-Deferred
|
$15K - $50K |
| Neuberger Berman - Traditional IRA ⇒ Ares Capital Corp Note 3.5%; Due 2/10/2023 | CS |
Tax-Deferred
|
$15K - $50K |
| Neuberger Berman - Traditional IRA ⇒ AstraZeneca PLC - American Depositary Shares (AZN) | ST |
Tax-Deferred
|
$15K - $50K |
| Neuberger Berman - Traditional IRA ⇒ Autodesk, Inc. (ADSK) | ST |
Tax-Deferred
|
$15K - $50K |
| Neuberger Berman - Traditional IRA ⇒ BANK AMER CORP MTN | CS |
Tax-Deferred
|
$15K - $50K |
| Neuberger Berman - Traditional IRA ⇒ BlackRock, Inc. (BLK) | ST |
Tax-Deferred
|
$15K - $50K |
| Neuberger Berman - Traditional IRA ⇒ Boston Scientific Corporation (BSX) | ST |
Tax-Deferred
|
$15K - $50K |
| Neuberger Berman - Traditional IRA ⇒ CDW LLC/CDW FIN CORP | CS |
Tax-Deferred
|
$15K - $50K |
| Neuberger Berman - Traditional IRA ⇒ CHARTER COMMUNICATIONS OPER | CS |
Tax-Deferred
|
$15K - $50K |
| Neuberger Berman - Traditional IRA ⇒ CIT Group Inc Note Call Make Whole | CS |
Tax-Deferred
|
$15K - $50K |
| Neuberger Berman - Traditional IRA ⇒ Crown Castle International Corp. 1.35%; Due 7/15/2025 | CS |
Tax-Deferred
|
$15K - $50K |
| Neuberger Berman - Traditional IRA ⇒ Deckers Outdoor Corporation (DECK) | ST |
Tax-Deferred
|
$15K - $50K |
| Neuberger Berman - Traditional IRA ⇒ ELANCO ANIMAL HEALTH INC NOTE | CS |
Tax-Deferred
|
$15K - $50K |
| Neuberger Berman - Traditional IRA ⇒ Global Payments Inc. Note 2.625%; Due 2/15/2025 | CS |
Tax-Deferred
|
$15K - $50K |
| Neuberger Berman - Traditional IRA ⇒ Home Depot, Inc. (HD) | ST |
Tax-Deferred
|
$15K - $50K |
| Neuberger Berman - Traditional IRA ⇒ Hyatt Hotels Corp Note Call Make Whole 1.3%; Due 10/1/23 | CS |
Tax-Deferred
|
$15K - $50K |
| Neuberger Berman - Traditional IRA ⇒ IHS MARKIT LTD NOTE CALL MAKE WHOLE | CS |
Tax-Deferred
|
$15K - $50K |
| Neuberger Berman - Traditional IRA ⇒ Intercontinental Exchange Inc. (ICE) | ST |
Tax-Deferred
|
$15K - $50K |
| Neuberger Berman - Traditional IRA ⇒ International Flavors & Fragrances, Inc. (IFF) | ST |
Tax-Deferred
|
$15K - $50K |
| Neuberger Berman - Traditional IRA ⇒ JP Morgan Chase & Co. (JPM) | ST |
Tax-Deferred
|
$15K - $50K |
| Neuberger Berman - Traditional IRA ⇒ Johnson & Johnson (JNJ) | ST |
Tax-Deferred
|
$15K - $50K |
| Neuberger Berman - Traditional IRA ⇒ Kraft Heinz Foods Co Ser B Note 3%; Due 6/1/26 | CS |
Tax-Deferred
|
$15K - $50K |
| Neuberger Berman - Traditional IRA ⇒ Lennar Corp Note Call 4.5%; Due 4/30/2024 | CS |
Tax-Deferred
|
$15K - $50K |
| Neuberger Berman - Traditional IRA ⇒ Mastercard Incorporated (MA) | ST |
Tax-Deferred
|
$15K - $50K |
| Neuberger Berman - Traditional IRA ⇒ Medtronic plc. Ordinary Shares (MDT) | ST |
Tax-Deferred
|
$15K - $50K |
| Neuberger Berman - Traditional IRA ⇒ NETFLIX INC NOTE CALL MAKE WHOLE | CS |
Tax-Deferred
|
$15K - $50K |
| Neuberger Berman - Traditional IRA ⇒ NVIDIA Corporation (NVDA) | ST |
Tax-Deferred
|
$15K - $50K |
| Neuberger Berman - Traditional IRA ⇒ NextEra Energy, Inc. (NEE) | ST |
Tax-Deferred
|
$15K - $50K |
| Neuberger Berman - Traditional IRA ⇒ Oracle Corp Note 2.625%; Due 2/15/2023 | CS |
Tax-Deferred
|
$15K - $50K |
| Neuberger Berman - Traditional IRA ⇒ Paypal Holdings Inc. Note 2.4%; Due 10/01/2024 | CS |
Tax-Deferred
|
$15K - $50K |
| Neuberger Berman - Traditional IRA ⇒ S&P Global Inc. (SPGI) | ST |
Tax-Deferred
|
$15K - $50K |
| Neuberger Berman - Traditional IRA ⇒ Salesforce.com Inc (CRM) | ST |
Tax-Deferred
|
$15K - $50K |
| Neuberger Berman - Traditional IRA ⇒ Service Corporation International (SCI) | ST |
Tax-Deferred
|
$15K - $50K |
| Neuberger Berman - Traditional IRA ⇒ T-Mobile US, Inc. (TMUS) | ST |
Tax-Deferred
|
$15K - $50K |
| Neuberger Berman - Traditional IRA ⇒ T-Mobile USA Inc Note Call Make Whole 2.25%; Due 2/15/26 | CS |
Tax-Deferred
|
$15K - $50K |
| Neuberger Berman - Traditional IRA ⇒ TJX Companies, Inc. (TJX) | ST |
Tax-Deferred
|
$15K - $50K |
| Neuberger Berman - Traditional IRA ⇒ The Blackstone Group Inc. (BX) | ST |
Tax-Deferred
|
$15K - $50K |
| Neuberger Berman - Traditional IRA ⇒ Thermo Fisher Scientific Inc Note 1.215% Due 10/18/24 | CS |
Tax-Deferred
|
$15K - $50K |
| Neuberger Berman - Traditional IRA ⇒ Toll Bros Fin Corp Note Call Make Whole 4.375%; Due 4/15/23 | CS |
Tax-Deferred
|
$15K - $50K |
| Neuberger Berman - Traditional IRA ⇒ Uber Technologies, Inc. (UBER) | ST |
Tax-Deferred
|
$15K - $50K |
| Neuberger Berman - Traditional IRA ⇒ VMWare Inc Note Call Make Whole 1.4%; Due 8/15/26 | CS |
Tax-Deferred
|
$15K - $50K |
| Neuberger Berman - Traditional IRA ⇒ Verisk Analytics, Inc. (VRSK) | ST |
Tax-Deferred
|
$15K - $50K |
| Neuberger Berman - Traditional IRA ⇒ Waste Connections, Inc. Common Shares (WCN) | ST |
Tax-Deferred
|
$15K - $50K |
| Neuberger Berman - Traditional IRA ⇒ Wells Fargo CO | CS |
Tax-Deferred
|
$15K - $50K |
| Neuberger Berman - Traditional IRA ⇒ Zoetis Inc. Note 3.25%; Due 2/1/2023 | CS |
Tax-Deferred
|
$15K - $50K |
| Neuberger Berman - Traditional IRA ⇒ iShares Russell 2000 Value (IWN) | EF |
Tax-Deferred
|
$15K - $50K |
| Savings Plus California State Employee 457 ⇒ Bond Fund | MF |
Tax-Deferred
|
$15K - $50K |
| Savings Plus California State Employee 457 ⇒ Large Cap Fund | MF |
Tax-Deferred
|
$15K - $50K |
| Weber Asset Management- Beneficiary IRA, Mutual Funds ⇒ Fidelity Blue Chip Growth (FBGRX) | MF |
Tax-Deferred
|
$15K - $50K |
| Weber Asset Management- Beneficiary IRA, Mutual Funds ⇒ Fidelity Contrafund (FCNTX) | MF |
Tax-Deferred
|
$15K - $50K |
| Weber Asset Management- Beneficiary IRA, Mutual Funds ⇒ Fidelity Large Cap Value Enhanced Index (FLVEX) | MF |
Tax-Deferred
|
$15K - $50K |
| Weber Asset Management- Beneficiary IRA, Mutual Funds ⇒ Fidelity Low Priced Stock (FLPSX) | MF |
Tax-Deferred
|
$15K - $50K |
| Fidelity - Malumed Lowenthal Rev Trust #3 ⇒ Fidelity Contrafund (FCNTX) | MF |
$201 - $1K
Dividends
|
$1K - $15K |
| Fidelity - Malumed Lowenthal Rev Trust #3 ⇒ Fidelity Large Cap Value Enhanced Index (FLVEX) | MF |
$1K - $2.5K
Dividends
|
$1K - $15K |
| Fidelity - Malumed Lowenthal Rev Trust #3 ⇒ Fidelity Low Priced Stock (FLPSX) | MF |
$201 - $1K
Dividends
|
$1K - $15K |
| Fidelity - Malumed Lowenthal Rev Trust #3 ⇒ Fidelity Short Term Treasury Bond Index (FUMBX) | MF |
$1 - $200
Dividends
|
$1K - $15K |
| Fidelity - Malumed Lowenthal Rev Trust #3 ⇒ Fidelity Total Bond (FTBFX) | MF |
$1 - $200
Dividends
|
$1K - $15K |
| Individually Owned ⇒ International Business Machines Corporation (IBM) | ST |
$201 - $1K
Dividends
|
$1K - $15K |
| Neuberger Berman - Beneficiary IRA ⇒ Alphabet Inc. - Class C Capital Stock (GOOG) | ST |
Tax-Deferred
|
$1K - $15K |
| Neuberger Berman - Beneficiary IRA ⇒ Amazon.com, Inc. (AMZN) | ST |
Tax-Deferred
|
$1K - $15K |
| Neuberger Berman - Beneficiary IRA ⇒ American Tower Corporation (AMT) | ST |
Tax-Deferred
|
$1K - $15K |
| Neuberger Berman - Beneficiary IRA ⇒ Apple Inc. (AAPL) | ST |
Tax-Deferred
|
$1K - $15K |
| Neuberger Berman - Beneficiary IRA ⇒ Autodesk, Inc. (ADSK) | ST |
Tax-Deferred
|
$1K - $15K |
| Neuberger Berman - Beneficiary IRA ⇒ BlackRock, Inc. (BLK) | ST |
Tax-Deferred
|
$1K - $15K |
| Neuberger Berman - Beneficiary IRA ⇒ CIT GROUP INC NOTE CALL MAKE WHOLE | CS |
Tax-Deferred
|
$1K - $15K |
| Neuberger Berman - Beneficiary IRA ⇒ Crown Castle International Corp. (CCI) | ST |
Tax-Deferred
|
$1K - $15K |
| Neuberger Berman - Beneficiary IRA ⇒ Deckers Outdoor Corporation (DECK) | ST |
Tax-Deferred
|
$1K - $15K |
| Neuberger Berman - Beneficiary IRA ⇒ EXPEDIA GROUP INC NOTE CALL MAKE WHOLE | CS |
Tax-Deferred
|
$1K - $15K |
| Neuberger Berman - Beneficiary IRA ⇒ Home Depot, Inc. (HD) | ST |
Tax-Deferred
|
$1K - $15K |
| Neuberger Berman - Beneficiary IRA ⇒ IHS MARKIT LTD NOTE CALL MAKE WHOLE | CS |
Tax-Deferred
|
$1K - $15K |
| Neuberger Berman - Beneficiary IRA ⇒ Intercontinental Exchange Inc. (ICE) | ST |
Tax-Deferred
|
$1K - $15K |
| Neuberger Berman - Beneficiary IRA ⇒ International Flavors & Fragrances, Inc. (IFF) | ST |
Tax-Deferred
|
$1K - $15K |
| Neuberger Berman - Beneficiary IRA ⇒ JP Morgan Chase & Co. (JPM) | ST |
Tax-Deferred
|
$1K - $15K |
| Neuberger Berman - Beneficiary IRA ⇒ Johnson & Johnson (JNJ) | ST |
Tax-Deferred
|
$1K - $15K |
| Neuberger Berman - Beneficiary IRA ⇒ Kraft Heinz Foods Co Ser B Note 3%; Due 6/1/26 | CS |
Tax-Deferred
|
$1K - $15K |
| Neuberger Berman - Beneficiary IRA ⇒ Mastercard Incorporated (MA) | ST |
Tax-Deferred
|
$1K - $15K |
| Neuberger Berman - Beneficiary IRA ⇒ Medtronic plc. Ordinary Shares (MDT) | ST |
Tax-Deferred
|
$1K - $15K |
| Neuberger Berman - Beneficiary IRA ⇒ Microsoft Corporation (MSFT) | ST |
Tax-Deferred
|
$1K - $15K |
| Neuberger Berman - Beneficiary IRA ⇒ NETFLIX INC NOTE CALL MAKE WHOLE | CS |
Tax-Deferred
|
$1K - $15K |
| Neuberger Berman - Beneficiary IRA ⇒ NVIDIA Corporation (NVDA) | ST |
Tax-Deferred
|
$1K - $15K |
Disclosed liabilities
The liabilities itemised in the 2021 annual report, largest bracket first. These are the amounts subtracted when the net worth band above is rolled up.
Disclosed lines
1
Total disclosed (band)
$250K – $500K
| Description | Amount owed |
|---|---|
| Mortgage on personal residence (LBS Financial Credit Union) | $250K - $500K |
Recent stock trades
Disclosed trades
1001
Avg. disclosure lag
13.6 days
Filed past 45-day deadline
1.4%
| Date | Stock | Type | Owner | Amount | Filed | Lag |
|---|---|---|---|---|---|---|
| 2022-12-14 | ATVI ST · Activision Blizzard, Inc (ATVI) | Buy | SP Neuberger Berman - Traditional IRA | $1K - $15K | 2022-12-21 | 7d |
| 2022-12-12 | ATVI ST · Activision Blizzard, Inc (ATVI) | Buy | SP Neuberger Berman - Traditional IRA | $1K - $15K | 2022-12-21 | 9d |
| 2022-12-12 | ATVI ST · Activision Blizzard, Inc (ATVI) | Buy | JT Neuberger Berman - Malumed Lowenthal Rev Trust #2 | $1K - $15K | 2022-12-21 | 9d |
| 2022-12-09 | GTLS ST · Chart Industries, Inc. (GTLS) | Buy | SP Neuberger Berman - Traditional IRA | $15K - $50K | 2022-12-21 | 12d |
| 2022-12-09 | GTLS ST · Chart Industries, Inc. (GTLS) | Buy | JT Neuberger Berman - Malumed Lowenthal Rev Trust #2 | $1K - $15K | 2022-12-21 | 12d |
| 2022-12-08 | CRM ST · Salesforce, Inc. (CRM) | Sell | SP Neuberger Berman - Traditional IRA | $1K - $15K | 2022-12-21 | 13d |
| 2022-12-08 | CRM ST · Salesforce, Inc. (CRM) | Sell | JT Neuberger Berman - Malumed Lowenthal Rev Trust #2 | $1K - $15K | 2022-12-21 | 13d |
| 2022-11-14 | BX ST · Blackstone Inc. (BX) | Sell | SP Neuberger Berman - Traditional IRA | $1K - $15K | 2022-11-23 | 9d |
| 2022-11-14 | BX ST · Blackstone Inc. (BX) | Sell | JT Neuberger Berman - Malumed Lowenthal Rev Trust #2 | $1K - $15K | 2022-11-23 | 9d |
| 2022-11-04 | TJX ST · TJX Companies, Inc. (TJX) | Sell | SP Neuberger Berman - Traditional IRA | $15K - $50K | 2022-11-23 | 19d |
| 2022-11-04 | TMUS ST · T-Mobile US, Inc. (TMUS) | Sell | SP Neuberger Berman - Traditional IRA | $1K - $15K | 2022-11-23 | 19d |
| 2022-11-04 | TJX ST · TJX Companies, Inc. (TJX) | Sell | JT Neuberger Berman - Malumed Lowenthal Rev Trust #2 | $1K - $15K | 2022-11-23 | 19d |
| 2022-11-03 | ECL ST · Ecolab Inc. (ECL) | Sell | SP Neuberger Berman - Traditional IRA | $1K - $15K | 2022-11-12 | 9d |
| 2022-11-03 | TMUS ST · T-Mobile US, Inc. (TMUS) | Sell | SP Neuberger Berman - Traditional IRA | $1K - $15K | 2022-11-12 | 9d |
| 2022-11-03 | ECL ST · Ecolab Inc. (ECL) | Sell | JT Neuberger Berman - Malumed Lowenthal Rev Trust #2 | $1K - $15K | 2022-11-12 | 9d |
| 2022-11-03 | TMUS ST · T-Mobile US, Inc. (TMUS) | Sell | JT Neuberger Berman - Malumed Lowenthal Rev Trust #2 | $1K - $15K | 2022-11-12 | 9d |
| 2022-10-24 | BSX ST · Boston Scientific Corporation (BSX) | Sell | SP Neuberger Berman - Traditional IRA | $1K - $15K | 2022-11-05 | 12d |
| 2022-10-21 | BSX ST · Boston Scientific Corporation (BSX) | Sell | SP Neuberger Berman - Traditional IRA | $1K - $15K | 2022-10-29 | 8d |
| 2022-10-21 | CCK ST · Crown Holdings, Inc. (CCK) | Sell | SP Neuberger Berman - Traditional IRA | $15K - $50K | 2022-10-29 | 8d |
| 2022-10-21 | BSX ST · Boston Scientific Corporation (BSX) | Sell | JT Neuberger Berman - Malumed Lowenthal Rev Trust #2 | $1K - $15K | 2022-10-29 | 8d |
| 2022-10-21 | CCK ST · Crown Holdings, Inc. (CCK) | Sell | JT Neuberger Berman - Malumed Lowenthal Rev Trust #2 | $999 - $999 | 2022-10-29 | 8d |
| 2022-09-27 | SCI ST · Service Corporation International (SCI) | Buy | SP Neuberger Berman - Traditional IRA | $1K - $15K | 2022-10-14 | 17d |
| 2022-09-26 | SCI ST · Service Corporation International (SCI) | Buy | SP Neuberger Berman - Traditional IRA | $1K - $15K | 2022-10-01 | 5d |
| 2022-09-23 | SCI ST · Service Corporation International (SCI) | Buy | JT Neuberger Berman - Malumed Lowenthal Rev Trust #2 | $1K - $15K | 2022-10-01 | 8d |
| 2022-09-23 | SCI ST · Service Corporation International (SCI) | Buy | SP Neuberger Berman - Traditional IRA | $1K - $15K | 2022-10-08 | 15d |
Estimated portfolio performance
Price return of the portfolio reconstructed from this member's disclosed trades over each trailing window, versus the S&P 500 (SPY), as of 2026-09-04. Trade sizes are disclosed only as ranges, so every figure is an estimate. Returns use comparable raw closes and exclude dividends; a window crossing a captured split is left unavailable instead of mixing price bases.
No Performance Estimate
This member hasn't disclosed enough priced trades to estimate a portfolio return yet.
Reconstructed holdings
The portfolio reconstructed from this member's disclosed Purchase and Sale trades: net shares valued at the latest close (2026-09-04). Sizes come from disclosed amount ranges, so share counts, values, and weights are all estimates.
13 stocks were omitted because the disclosed trade history crosses a captured split and the older stored price basis is not certified.