23% of trades were disclosed within 45 days
The median trade was disclosed 49 days after it was made, and 44 of 57 trades took longer than the STOCK Act deadline.
Sara Jacobs
Representative
CA-53
Democrat
2025 disclosure
Sara Jacobs (CA-53) disclosed a net worth range between $23.2M and $140.2M in their 2025 annual filing.
Compare this disclosure with the House of Representatives net worth rankings .
Trading
Disclosed trades
57
Since Q2 '26
Purchases
9%
Share of disclosed trades
Avg. disclosure lag
42.7 days
Median 49 days
Filed past 45-day deadline
77.2%
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.
QCOM is the most traded stock
Trades per stock
Purchases
Sales
3.5% of trades carry 36% 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)
$23.2M – $140.2M
Rank by disclosed net worth
Reporting year
2025
Disclosed assets
16
Disclosed liabilities
2
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 | Filed | Net worth band |
|---|---|---|
| 2025 | 2026-06-26 | $23.2M – $140.2M |
| 2024 | 2025-08-13 | $26.8M – $141.1M |
| 2023 | 2024-08-13 | $22.9M – $121.4M |
| 2022 | 2023-06-14 | $20.4M – $102.9M |
| 2021 | 2022-07-21 | $25M – $127.1M |
Recent stock trades
| Date | Stock | Type | Owner | Amount | Filed | Lag |
|---|---|---|---|---|---|---|
| 2026-05-07 | QCOM ST · QUALCOMM Incorporated - Common Stock (QCOM) | Sell | — Sara J Jacobs 1999 Trust > Merrill Lynch - SJ QCOM | $500K - $1M | 2026-05-20 | 13d |
| 2026-05-06 | QCOM ST · QUALCOMM Incorporated - Common Stock (QCOM) | Sell | — Sara J Jacobs 1999 Trust > Merrill Lynch - SJ QCOM | $500K - $1M | 2026-05-20 | 14d |
| 2021-07-06 | AAPL ST · Apple Inc. (AAPL) | Sell | — Sara Jacobs Trust U/A DTD 09/01/2009 > Merrill Lynch - SJ Trillium | $100K - $250K | 2021-08-17 | 42d |
| 2021-04-09 | AZN AstraZeneca PLC - American Depositary Shares (AZN) | Sell | — | $15K - $50K | 2021-05-28 | 49d late |
| 2021-04-09 | UL Unilever PLC (UL) | Sell | — | $15K - $50K | 2021-05-28 | 49d late |
| 2021-04-09 | WAB ST · Westinghouse Air brake Technologies Corporation (WAb) | Sell | — Sara Jacobs Trust U/A DTD 09/01/2009 > Merrill Lynch - SJ Trillium | $15K - $50K | 2021-05-28 | 49d late |
| 2021-04-09 | VZ ST · Verizon Communications Inc. (VZ) | Sell | — Sara Jacobs Trust U/A DTD 09/01/2009 > Merrill Lynch - SJ Trillium | $50K - $100K | 2021-05-28 | 49d late |
| 2021-04-09 | VFC ST · V.F. Corporation (VFC) | Sell | — Sara Jacobs Trust U/A DTD 09/01/2009 > Merrill Lynch - SJ Trillium | $15K - $50K | 2021-05-28 | 49d late |
| 2021-04-09 | TRV ST · The Travelers Companies, Inc. (TRV) | Sell | — Sara Jacobs Trust U/A DTD 09/01/2009 > Merrill Lynch - SJ Trillium | $50K - $100K | 2021-05-28 | 49d late |
| 2021-04-09 | TTEK ST · Tetra Tech, Inc. (TTEK) | Sell | — Sara Jacobs Trust U/A DTD 09/01/2009 > Merrill Lynch - SJ Trillium | $15K - $50K | 2021-05-28 | 49d late |
| 2021-04-09 | TSM ST · Taiwan Semiconductor Manufacturing Company Ltd. (TSM) | Sell | — Sara Jacobs Trust U/A DTD 09/01/2009 > Merrill Lynch - SJ Trillium | $50K - $100K | 2021-05-28 | 49d late |
| 2021-04-09 | SYK ST · Stryker Corporation (SYK) | Sell | — Sara Jacobs Trust U/A DTD 09/01/2009 > Merrill Lynch - SJ Trillium | $15K - $50K | 2021-05-28 | 49d late |
| 2021-04-09 | SBUX ST · Starbucks Corporation (SbUX) | Sell | — Sara Jacobs Trust U/A DTD 09/01/2009 > Merrill Lynch - SJ Trillium | $15K - $50K | 2021-05-28 | 49d late |
| 2021-04-09 | SBAC ST · SbA Communications Corporation - Class A (SbAC) | Sell | — Sara Jacobs Trust U/A DTD 09/01/2009 > Merrill Lynch - SJ Trillium | $50K - $100K | 2021-05-28 | 49d late |
| 2021-04-09 | RGA ST · Reinsurance group of America, Incorporated (RgA) | Sell | — Sara Jacobs Trust U/A DTD 09/01/2009 > Merrill Lynch - SJ Trillium | $15K - $50K | 2021-05-28 | 49d late |
| 2021-04-09 | DGX ST · Quest Diagnostics Incorporated (DgX) | Sell | — Sara Jacobs Trust U/A DTD 09/01/2009 > Merrill Lynch - SJ Trillium | $50K - $100K | 2021-05-28 | 49d late |
| 2021-04-09 | PG ST · Procter & gamble Company (Pg) | Sell | — Sara Jacobs Trust U/A DTD 09/01/2009 > Merrill Lynch - SJ Trillium | $50K - $100K | 2021-05-28 | 49d late |
| 2021-04-09 | PAYC ST · Paycom Software, Inc. (PAYC) | Sell | — Sara Jacobs Trust U/A DTD 09/01/2009 > Merrill Lynch - SJ Trillium | $15K - $50K | 2021-05-28 | 49d late |
| 2021-04-09 | ORA ST · Ormat Technologies, Inc. (ORA) | Sell | — Sara Jacobs Trust U/A DTD 09/01/2009 > Merrill Lynch - SJ Trillium | $15K - $50K | 2021-05-28 | 49d late |
| 2021-04-09 | OMCL ST · Omnicell, Inc. (OMCL) | Sell | — Sara Jacobs Trust U/A DTD 09/01/2009 > Merrill Lynch - SJ Trillium | $50K - $100K | 2021-05-28 | 49d late |
| 2021-04-09 | NYT ST · New York Times Company (NYT) | Sell | — Sara Jacobs Trust U/A DTD 09/01/2009 > Merrill Lynch - SJ Trillium | $50K - $100K | 2021-05-28 | 49d late |
| 2021-04-09 | MRK ST · Merck & Company, Inc. Common Stock (MRK) | Sell | — Sara Jacobs Trust U/A DTD 09/01/2009 > Merrill Lynch - SJ Trillium | $50K - $100K | 2021-05-28 | 49d late |
| 2021-04-09 | MDT ST · Medtronic plc. Ordinary Shares (MDT) | Sell | — Sara Jacobs Trust U/A DTD 09/01/2009 > Merrill Lynch - SJ Trillium | $50K - $100K | 2021-05-28 | 49d late |
| 2021-04-09 | MKC ST · McCormick & Company, Incorporated (MKC) | Sell | — Sara Jacobs Trust U/A DTD 09/01/2009 > Merrill Lynch - SJ Trillium | $15K - $50K | 2021-05-28 | 49d late |
| 2021-04-09 | LPLA ST · LPL Financial Holdings Inc. (LPLA) | Sell | — Sara Jacobs Trust U/A DTD 09/01/2009 > Merrill Lynch - SJ Trillium | $15K - $50K | 2021-05-28 | 49d late |
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.
6 stocks were omitted because the disclosed trade history crosses a captured split and the older stored price basis is not certified.
Assets and liabilities
Disclosed assets
The assets Sara Jacobs 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
16
Total disclosed (band)
$28.7M – $141.5M
| Description | Type | Income | Value |
|---|---|---|---|
| SJJ Charitable Remainder Unitrust | OT |
$100K - $1M
Capital Gains, Dividends, Interest
|
$5M - $25M |
| Sara Jacobs Trust U/A DTD 09/01/2009 ⇒ Merrill Lynch - SJ QCOM ⇒ Beldore Capital Fund LLC | HE |
$100K - $1M
Partnership Income
|
$5M - $25M |
| Sara Jacobs Trust U/A DTD 09/01/2009 ⇒ Merrill Lynch - SJ QCOM ⇒ Belgard Capital Fund LLC Class I | HE |
$100K - $1M
Partnership Income
|
$5M - $25M |
| Sara Jacobs Trust U/A DTD 09/01/2009 ⇒ Merrill Lynch - SJ QCOM ⇒ Clearfork Capital Fund LLC | HE |
$100K - $1M
Partnership Income
|
$5M - $25M |
| Sara Jacobs Trust U/A DTD 09/01/2009 ⇒ Merrill Lynch - SJ QCOM ⇒ QUALCOMM Incorporated (QCOM) | ST |
$100K - $1M
Dividends
|
$5M - $25M |
| Essjane, LLC ⇒ Investment Property | RP |
$100K - $1M
Rent
|
$1M - $5M |
| Sara J Jacobs 1999 Trust ⇒ Merrill Lynch - SJ QCOM ⇒ QUALCOMM Incorporated (QCOM) | ST |
$15K - $50K
Dividends
|
$1M - $5M |
| Sara Jacobs Trust U/A DTD 09/01/2009 ⇒ Investment Property | RP |
$15K - $50K
Rent
|
$1M - $5M |
| The SJJ Irrevocable Trust Dated 12/10/01 ⇒ Northwestern Mutual Survivorship Universal Life | WU | — | $500K - $1M |
| Trust #1 ⇒ Bank of America - Checking Account | BA | — | $100K - $250K |
| Sara Jacobs Trust U/A DTD 09/01/2009 ⇒ Merrill Lynch - SJ Main ⇒ Bank of America, N.A. | BA |
$1 - $200
Interest
|
$50K - $100K |
| Sara Jacobs Trust U/A DTD 09/01/2009 ⇒ Merrill Lynch - SJ QCOM ⇒ Bank of America, N.A. | BA |
$201 - $1K
Interest
|
$50K - $100K |
| Merrill Lynch - IRA ⇒ iShares MSCI Global Sustainable Development Goals ETF (SDG) | EF |
Tax-Deferred
|
$1K - $15K |
| Sara J Jacobs 1999 Trust ⇒ Merrill Lynch - SJ QCOM ⇒ Bank of America, N.A. | BA |
$1 - $200
Interest
|
$1K - $15K |
| Trust #1 ⇒ BlackRock Liquidity Funds Treasury Trust - Institutional (TTTXX) | MF |
$1K - $2.5K
Dividends
|
$1K - $15K |
| Merrill Lynch - IRA ⇒ Bank of America, NA | BA |
Tax-Deferred
|
$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
2
Total disclosed (band)
$1.3M – $5.5M
| Description | Amount owed |
|---|---|
| Line of Credit (Merrill Lynch) | $1M - $5M |
| Mortgage on Washington, DC investment property (Bank of America, N.A.) | $250K - $500K |