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Zoe Lofgren

Representative CA-19 Democrat 2025 disclosure

Zoe Lofgren (CA-19) disclosed a net worth range between $2.3M and $8.7M in their 2025 annual filing.

Compare this disclosure with the House of Representatives net worth rankings .

Trading

Disclosed trades
430
Since Q3 '20
Purchases
48%
Share of disclosed trades
Avg. disclosure lag
24.2 days
Median 19 days
Filed past 45-day deadline
0.9%
STOCK Act deadline
Activity

Trading rose 836% in the last two quarters

103 trades made in Q1 '23 and Q2 '23, against 11 in Q3 '22 and Q4 '22. Recent quarters can still grow as late reports arrive.

Trade size

98% of trades were $15,000 or less

Those 420 trades carry about 91.2% of the disclosed dollars, by the midpoints of the ranges.

Timeliness

99% of trades were disclosed within 45 days

The median trade was disclosed 19 days after it was made, and 4 of 430 trades took longer than the STOCK Act deadline.

Purchases and sales by quarter

Trades by quarter of trade Purchases Sales Quarter in progress
Source: periodic transaction reports, machine-readable only.

UNH is the most traded stock

Trades per stock Purchases Sales

2.3% of trades carry 9% of the disclosed dollars

Share of trades and of disclosed dollars by size, using range midpoints Share of trades Share of dollars

Amounts are disclosed as ranges, so dollar shares use each range's midpoint and are estimates.

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)
$2.3M – $8.7M
Rank by disclosed net worth
#183 of 640
Reporting year
2025
Disclosed assets
25
Disclosed liabilities
1

Disclosed net worth band, 2021 to 2025

Band from annual financial disclosures, by reporting year Band maximum Band minimum
Source: annual financial disclosure reports, electronically filed only.
2021 2022 2023 2024 2025
Year Net worth band
2025 $2.3M – $8.7M
2024 $1.9M – $8.5M
2023 $1.9M – $8.3M
2022 $1M – $5.3M
2021 $755.1K – $4.9M

Recent stock trades

Date Stock Type Amount
2023-05-26 ABBV CS · AbbVie Inc. (ABBV) Sell $1K - $15K
2023-05-26 AMZN CS · Amazon.com, Inc. (AMZN) Sell $1K - $15K
2023-05-26 AEP CS · American Electric Power Company, Inc. (AEP) Sell $1K - $15K
2023-05-26 REIT CS · American Tower Corporation (REIT) (AMT) Sell $1K - $15K
2023-05-26 BUD CS · Anheuser-Busch Inbev SA Sponsored ADR (Belgium) (BUD) Sell $1K - $15K
2023-05-26 AMAT CS · Applied Materials, Inc. (AMAT) Sell $1K - $15K
2023-05-26 BAC CS · Bank of America Corporation (BAC) Sell $15K - $50K
2023-05-26 BMO CS · Bank Of Montreal (BMO) Sell $1K - $15K
2023-05-26 CAT CS · Caterpillar, Inc. (CAT) Sell $1K - $15K
2023-05-26 CSCO CS · Cisco Systems, Inc. (CSCO) Sell $1K - $15K
2023-05-26 CVS CS · CVS Health Corporation (CVS) Sell $1K - $15K
2023-05-26 JEF CS · Jefferies Financial Group Inc. (JEF) Sell $1K - $15K
2023-05-26 KLAC CS · KLA Corporation (KLAC) Sell $1K - $15K
2023-05-26 MS CS · Morgan Stanley (MS) Sell $1K - $15K
2023-05-26 OCLCF CS · Oracle Corporation Ordinary Shares (OCLCF) Sell $15K - $50K
2023-05-26 PFE CS · Pfizer, Inc. (PFE) Sell $1K - $15K
2023-05-26 UNP CS · Union Pacific Corporation (UNP) Sell $15K - $50K
2023-05-26 DE CS · UnitedHealth Group Incorporated Common Stock (DE) (UNH) Sell $1K - $15K
2023-05-26 VZ CS · Verizon Communications Inc. (VZ) Sell $1K - $15K
2023-05-26 WBA CS · Walgreens Boots Alliance, Inc. (WBA) Sell $1K - $15K
2023-05-26 WFC CS · Wells Fargo & Company (WFC) Sell $1K - $15K
2023-05-26 WBK CS · Westpac Banking Corporation (WBK) Sell $1K - $15K
2023-05-26 NTAP CS · NetApp, Inc. (NTAP) Sell $1K - $15K
2023-05-26 USB CS · U.S. Bancorp (USB) Sell $1K - $15K
2023-05-26 CAT CS · Caterpillar, Inc. (CAT) Sell $1K - $15K

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 2026-10-23. 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 (2026-10-23). Sizes come from disclosed amount ranges, so share counts, values, and weights are all estimates.

Stock Est. shares Est. value Weight
NWL 361 $1.9K 1.1%
AMAT 156 $58.9K 33.1%
BUD 142 $12K 6.8%
ALLY 79 $3.1K 1.7%
AON 66 $20.1K 11.3%
NXPI 65 $15.2K 8.6%
SBUX 55 $5.5K 3.1%
HCA 48 $22.5K 12.7%
BX 37 $4.3K 2.4%
GIS 34 $1.2K 0.7%
TMUS 30 $4.4K 2.5%
UNP 22 $6.4K 3.6%
ACN 21 $5.3K 3.0%
QCOM 21 $3.6K 2.1%
GILD 20 $3K 1.7%
TJX 16 $2.3K 1.3%
ABBV 12 $3.4K 1.9%
PWR 8 $4.5K 2.5%
ROP 0 $57 0.0%

Assets and liabilities

Disclosed assets

The assets Zoe Lofgren itemised in their 2025 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
25
Total disclosed (band)
$2.8M – $8.9M
Description Value
Residential Rental Property $1M - $5M
Collins/Lofgren Family Trust ⇒ PIMCO Income Fund Insti Class (PIMIX) $250K - $500K
Collins/Lofgren Family Trust ⇒ TCW Transform 500 ETF (VOTE) $250K - $500K
John Marshall Collins Rollover IRA ⇒ PIMCO Income Fund Insti Class (PIMIX) $250K - $500K
John Marshall Collins Rollover IRA ⇒ TCW Transform 500 ETF (VOTE) $250K - $500K
Deskworks Inc. $100K - $250K
Fidelity 457 Deferred Compensation ⇒ Fidelity Contrafund K6 (FLCNX) $100K - $250K
Fidelity 457 Deferred Compensation ⇒ MissionSquare PLUS R13 Fund $100K - $250K
Fidelity 457 Deferred Compensation ⇒ Vanguard Extended Market Index Fund Insti Plus (VEMPX) $100K - $250K
First Citizens Bank $100K - $250K
Collins/Lofgren Family Trust ⇒ iShares MSCI ACWI ex U.S. ETF (ACWX) $50K - $100K
Fidelity 457 Deferred Compensation ⇒ EuroPacific Growth Fund Cl R-6 (RERGX) $50K - $100K
Fidelity 457 Deferred Compensation ⇒ Vanguard Institutional Index Fund Institutional Plus Shares (VIIIX) $50K - $100K
John Marshall Collins Rollover IRA ⇒ iShares MSCI ACWI ex U.S. ETF (ACWX) $50K - $100K
Collins/Lofgren Family Trust ⇒ iShares Core MSCI Emerging Markets ETF (IEMG) $15K - $50K
Collins/Lofgren Family Trust ⇒ iShares Core S&P Small-Cap ETF (IJR) $15K - $50K
John Marshall Collins Rollover IRA ⇒ iShares Core MSCI Emerging Markets ETF (IEMG) $15K - $50K
John Marshall Collins Rollover IRA ⇒ iShares Core S&P Small-Cap ETF (IJR) $15K - $50K
Collins/Lofgren Family Trust ⇒ Cash $1K - $15K
Collins/Lofgren Family Trust ⇒ Fidelity Government Cash Reserves (FDRXX) $1K - $15K
John Marshall Collins Rollover IRA ⇒ Fidelity Government Cash Reserves (FDRXX) $1K - $15K
Zoe Lofgren Trad IRA ⇒ PIMCO Income Fund Insti Class (PIMIX) $1K - $15K
Zoe Lofgren Trad IRA ⇒ TCW Transform 500 ETF (VOTE) $1K - $15K
Zoe Lofgren Trad IRA ⇒ iShares MSCI ACWI ex U.S. ETF (ACWX) $1K - $15K
Zoe Lofgren Trad IRA ⇒ iShares Core S&P Small-Cap ETF (IJR) $1 - $1K

Disclosed liabilities

The liabilities itemised in the 2025 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, San Jose, CA (Silicon Valley Bank) $250K - $500K

Explore Congress disclosures

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Congress portfolio performance Compare estimated returns reconstructed from disclosed trades.