U.S. Representative
Zoe Lofgren
DHouseCalifornia · District 18
U.S. Representative (D) for California, 79 years old.
Tenure
Representative since 1995
Born
San Mateo, San Mateo County, Calif., 1947
Prior career
- lawyer
- judge
Education
- B.A. Stanford University (1970)
- J.D. Santa Clara University School of Law (1975)
Full biography
LOFGREN, Zoe, a Representative from California; born in San Mateo, San Mateo County, Calif., December 21, 1947; graduated from Gunn High School, Palo Alto, Calif., 1966; B.A., Stanford University, Stanford, Calif., 1970; J.D., Santa Clara University School of Law, Santa Clara, Calif., 1975; lawyer, private practice; faculty, Santa Clara University School of Law, Santa Clara, Calif., 1978-1980; staff, United States Representative William Donlon (Don) Edwards of California, 1970-1978; Santa Clara County (Calif.) board of supervisors, 1980-1994; executive director, Community Housing Developers; elected as a Democrat to the One Hundred Fourth and to the fifteen succeeding Congresses (January 3, 1995-present); one of the managers appointed by the House of Representatives in 2009 to conduct the impeachment proceedings of Samuel B. Kent, judge of the United States District Court for the Southern District of Texas; one of the managers appointed by the House of Representatives in 2010 to conduct the impeachment proceedings of G. Thomas Porteous, Jr., judge of the United States District Court for the Eastern District of Louisiana; one of the managers appointed by the House of Representatives in 2020 to conduct the impeachment proceedings of Donald J. Trump, President of the United States; chair, Committee on Standards of Official Conduct (One Hundred Eleventh Congress); chair, Committee on House Administration (One Hundred Sixteenth and One Hundred Seventeenth Congresses); chair, Joint…
Source: U.S. Congress Bioguide / public-record corporate filings.
Year-to-date performance
No priced trades disclosed this year yet.
Numbers populate once a disclosed trade is in a public-equity ticker we can price.
Profitable trades
No activity in window
House rank
#51/85
100
Total trades
$0
Volume YTD
258d
Avg hold
15
Conflicts
Track record by window
1 year
—
—
Gross flow$183K
Trades2
Bought / Sold0·2
Open book0%
5 years
+$293.9K
+40.1%
Gross flow$2M
Trades205
Bought / Sold102·103
Open book50%
Public-record gap+36.8%
Disclosed trades · 100
All filings →●Filed Jun 6, 2023·traded May 26, 2023
↓sold
JP Morgan Chase & Co. (JPM)(JPM)$1K-$15K
11 days to disclose
Flat·+0.0%
+61.5% vs S&P 500●Filed Jun 6, 2023·traded May 26, 2023
↓sold
J
Jefferies Financial Group Inc. (JEF)(JEF)$1K-$15K11 days to disclose
Flat·+0.0%
+61.5% vs S&P 500●Filed Jun 6, 2023·traded May 26, 2023
↓sold
Blackstone Inc. (BX)(BX)$1K-$15K
11 days to disclose
Flat·+0.0%
+61.5% vs S&P 500●Filed Jun 6, 2023·traded May 26, 2023
↓sold
Adobe Inc. (ADBE)(ADBE)$1K-$15K
11 days to disclose
⚑ Technology · Committee on the JudiciaryFlat·+0.0%
+69.9% vs S&P 500●Filed Jun 6, 2023·traded May 26, 2023
↓sold
O
(OCLCF)(OCLCF)$15K-$50K11 days to disclose
Flat·+0.0%
+78.7% vs S&P 500●Filed Jun 6, 2023·traded May 26, 2023
↓sold
U.S. Bancorp (USB)(USB)$15K-$50K
11 days to disclose
Flat·+0.0%
+61.5% vs S&P 500●Filed Jun 6, 2023·traded May 26, 2023
↓sold
Crown Castle Inc. (CCI)(CCI)$1K-$15K
11 days to disclose
Flat·+0.0%
+25.2% vs S&P 500●Filed Jun 6, 2023·traded May 26, 2023
↓sold
Cisco Systems, Inc. (CSCO)(CSCO)$1K-$15K
11 days to disclose
⚑ Technology · Committee on the JudiciaryFlat·+0.0%
+124.7% vs S&P 500●Filed Jun 6, 2023·traded May 26, 2023
↓soldCisco Systems, Inc. (CSCO)(CSCO)$1K-$15K
11 days to disclose
⚑ Technology · Committee on the JudiciaryFlat·+0.0%
+124.7% vs S&P 500●Filed Jun 6, 2023·traded May 26, 2023
↓sold
Bank of America Corporation (BAC)(BAC)$15K-$50K
11 days to disclose
Flat·+0.0%
+61.5% vs S&P 500●Filed Jun 6, 2023·traded May 26, 2023
↓sold
B
ADR (Belgium) (BUD)(BUD)$1K-$15K11 days to disclose
Flat·+0.0%
+13.9% vs S&P 500●Filed Jun 6, 2023·traded May 26, 2023
↓sold
American Tower Corporation (REIT) (AMT)(AMT)$1K-$15K
11 days to disclose
Flat·+0.0%
+25.2% vs S&P 500●Filed Jun 6, 2023·traded May 26, 2023
↓sold
A
Inc. (AEP)(AEP)$1K-$15K11 days to disclose
Flat·+0.0%
+39.7% vs S&P 500●Filed Jun 6, 2023·traded May 26, 2023
↓sold
W
Westpac Banking Corporation (WBK)(WBK)$1K-$15K11 days to discloseprice pending
●Filed Jun 6, 2023·traded May 26, 2023
↓sold
Walt Disney Company (DIS)(DIS)$1K-$15K
11 days to disclose
Flat·+0.0%
+85.9% vs S&P 500●Filed Jun 6, 2023·traded May 26, 2023
↓sold
W
Walgreens Boots Alliance, Inc. (WBA)(WBA)$1K-$15K11 days to discloseprice pending
●Filed Jun 6, 2023·traded May 26, 2023
↓sold
Visa Inc. (V)(V)$1K-$15K
11 days to disclose
Flat·+0.0%
+61.5% vs S&P 500●Filed Jun 6, 2023·traded May 26, 2023
↓sold
Verizon Communications Inc. (VZ)(VZ)$1K-$15K
11 days to disclose
Flat·+0.0%
+85.9% vs S&P 500●Filed Jun 6, 2023·traded May 26, 2023
↓sold
Common Stock (DE) (UNH)(UNH)$1K-$15K
11 days to disclose
Flat·+0.0%
+16.5% vs S&P 500●Filed Jun 6, 2023·traded May 26, 2023
↓sold
T
TransUnion (TRU)(TRU)$1K-$15K11 days to disclose
Flat·+0.0%
+78.7% vs S&P 500●Filed Jun 6, 2023·traded May 25, 2023
↓sold
A
Inc. (AEP)(AEP)$1K-$15K12 days to disclose
Flat·+0.0%
+39.7% vs S&P 500●Filed Jun 6, 2023·traded May 25, 2023
↓sold
Stock (MRK)(MRK)$1K-$15K
12 days to disclose
Flat·+0.0%
+16.2% vs S&P 500●Filed Jun 6, 2023·traded May 25, 2023
↓sold
MetLife, Inc. (MET)(MET)$1K-$15K
12 days to disclose
Flat·+0.0%
+62.8% vs S&P 500●Filed Jun 6, 2023·traded May 25, 2023
↓sold
M
Communities, Inc. (MAA)(MAA)$1K-$15K12 days to disclose
Flat·+0.0%
+26.7% vs S&P 500●Filed Jun 6, 2023·traded May 25, 2023
↓sold
A
Avangrid, Inc. (AGR)(AGR)$1K-$15K12 days to discloseprice pending
●Filed Jun 6, 2023·traded May 25, 2023
↓sold
(BRK.B)(BRK.B)$1K-$15K
12 days to discloseprice pending
●Filed Jun 6, 2023·traded May 25, 2023
↓sold
D
Dominion Energy, Inc. (D)(D)$1K-$15K12 days to disclose
Flat·+0.0%
+39.7% vs S&P 500●Filed Jun 6, 2023·traded May 25, 2023
↓sold
D
Duke Energy Corporation (DUK)(DUK)$1K-$15K12 days to disclose
Flat·+0.0%
+39.7% vs S&P 500●Filed Jun 6, 2023·traded May 25, 2023
↓sold
E
Edwards Lifesciences Corporation (EW)(EW)$1K-$15K12 days to disclose
Flat·+0.0%
+16.2% vs S&P 500●Filed Jun 6, 2023·traded May 25, 2023
↓sold
Emerson Electric Company (EMR)(EMR)$1K-$15K
12 days to disclose
Flat·+0.0%
+78.6% vs S&P 500●Filed Jun 6, 2023·traded May 25, 2023
↓sold
Equinix, Inc. (EQIX)(EQIX)$1K-$15K
12 days to disclose
Flat·+0.0%
+26.7% vs S&P 500●Filed Jun 6, 2023·traded May 25, 2023
↓sold
E
Eversource Energy (ES)(ES)$1K-$15K12 days to disclose
Flat·+0.0%
+39.7% vs S&P 500●Filed Jun 6, 2023·traded May 25, 2023
↓sold
F
Fifth Third Bancorp (FITB)(FITB)$1K-$15K12 days to disclose
Flat·+0.0%
+62.8% vs S&P 500●Filed Jun 6, 2023·traded May 25, 2023
↓sold
F
First Horizon Corporation (FHN)(FHN)$1K-$15K12 days to disclose
Flat·+0.0%
+62.8% vs S&P 500●Filed Jun 6, 2023·traded May 25, 2023
↓sold
General Mills, Inc. (GIS)(GIS)$1K-$15K
12 days to disclose
Flat·+0.0%
+14.3% vs S&P 500●Filed Jun 6, 2023·traded May 25, 2023
↓sold
H
Inc. (HIG)(HIG)$1K-$15K12 days to disclose
Flat·+0.0%
+62.8% vs S&P 500●Filed Jun 6, 2023·traded May 25, 2023
↓sold
I
Interpublic Group of Companies, Inc. (IPG)(IPG)$1K-$15K12 days to discloseprice pending
●Filed Jun 6, 2023·traded May 25, 2023
↓sold
K
KLA Corporation (KLAC)(KLAC)$1K-$15K12 days to disclose
⚑ Technology · Committee on the JudiciaryFlat·+0.0%
+131.1% vs S&P 500●Filed Jun 6, 2023·traded May 25, 2023
↓sold
Mastercard Incorporated (MA)(MA)$1K-$15K
12 days to disclose
Flat·+0.0%
+62.8% vs S&P 500●Filed Jun 6, 2023·traded May 25, 2023
↓sold
N
NextEra Energy, Inc. (NEE)(NEE)$1K-$15K12 days to disclose
Flat·+0.0%
+39.7% vs S&P 500●Filed Jun 6, 2023·traded May 25, 2023
↓sold
N
NNN REIT, Inc. (NNN)(NNN)$1K-$15K12 days to disclose
Flat·+0.0%
+26.7% vs S&P 500●Filed Jun 6, 2023·traded May 25, 2023
↓sold
N
NXP Semiconductors N.V. (NXPI)(NXPI)$1K-$15K12 days to disclose
⚑ Technology · Committee on the JudiciaryFlat·+0.0%
+131.1% vs S&P 500●Filed Jun 6, 2023·traded May 25, 2023
↓sold
O
(ODFL)(ODFL)$1K-$15K12 days to disclose
Flat·+0.0%
+78.6% vs S&P 500●Filed Jun 6, 2023·traded May 25, 2023
↓sold
Paychex, Inc. (PAYX)(PAYX)$1K-$15K
12 days to disclose
⚑ Technology · Committee on the JudiciaryFlat·+0.0%
+131.1% vs S&P 500●Filed Jun 6, 2023·traded May 25, 2023
↓sold
Pfizer, Inc. (PFE)(PFE)$1K-$15K
12 days to disclose
Flat·+0.0%
+16.2% vs S&P 500●Filed Jun 6, 2023·traded May 25, 2023
↓sold
Procter & Gamble Company (PG)(PG)$1K-$15K
12 days to disclose
Flat·+0.0%
+14.3% vs S&P 500●Filed Jun 6, 2023·traded May 25, 2023
↓sold
ProLogis, Inc. (PLD)(PLD)$1K-$15K
12 days to disclose
Flat·+0.0%
+26.7% vs S&P 500●Filed Jun 6, 2023·traded May 25, 2023
↓sold
S
S&P Global Inc. (SPGI)(SPGI)$1K-$15K12 days to disclose
Flat·+0.0%
+72.1% vs S&P 500●Filed Jun 6, 2023·traded May 25, 2023
↓sold
S
Sherwin-Williams Company (SHW)(SHW)$1K-$15K12 days to disclose
Flat·+0.0%
+35.5% vs S&P 500●Filed Jun 6, 2023·traded May 25, 2023
↓sold
S
Sonoco Products Company (SON)(SON)$1K-$15K12 days to disclose
Flat·+0.0%
+35.5% vs S&P 500●Filed Jun 6, 2023·traded May 25, 2023
↓sold
Starbucks Corporation (SBUX)(SBUX)$1K-$15K
12 days to disclose
Flat·+0.0%
+60.9% vs S&P 500●Filed Jun 6, 2023·traded May 25, 2023
↓sold
TJX Companies, Inc. (TJX)(TJX)$1K-$15K
12 days to disclose
Flat·+0.0%
+60.9% vs S&P 500●Filed Jun 6, 2023·traded May 25, 2023
↓sold
T-Mobile US, Inc. (TMUS)(TMUS)$1K-$15K
12 days to disclose
Flat·+0.0%
+89.7% vs S&P 500●Filed Jun 6, 2023·traded May 25, 2023
↓sold
Trane Technologies plc (TT)(TT)$1K-$15K
12 days to disclose
Flat·+0.0%
+78.6% vs S&P 500●Filed Jun 6, 2023·traded May 25, 2023
↓soldCommon Stock (UNH)(UNH)$1K-$15K
12 days to disclose
Flat·+0.0%
+16.2% vs S&P 500●Filed Jun 6, 2023·traded May 25, 2023
↓soldVerizon Communications Inc. (VZ)(VZ)$1K-$15K
12 days to disclose
Flat·+0.0%
+89.7% vs S&P 500●Filed Jun 6, 2023·traded May 25, 2023
↓sold
QUALCOMM Incorporated (QCOM)(QCOM)$1K-$15K
12 days to disclose
⚑ Technology · Committee on the JudiciaryFlat·+0.0%
+131.1% vs S&P 500●Filed Jun 6, 2023·traded May 25, 2023
↓sold
Thermo Fisher Scientific Inc (TMO)(TMO)$1K-$15K
12 days to disclose
Flat·+0.0%
+16.2% vs S&P 500●Filed Jun 6, 2023·traded May 25, 2023
↓sold
H
HCA Healthcare, Inc. (HCA)(HCA)$1K-$15K12 days to disclose
Flat·+0.0%
+16.2% vs S&P 500●Filed Jun 6, 2023·traded May 25, 2023
↓sold
Accenture plc Class A Ordinary Shares (ACN)(ACN)$1K-$15K
12 days to disclose
⚑ Technology · Committee on the JudiciaryFlat·+0.0%
+131.1% vs S&P 500●Filed Jun 6, 2023·traded May 25, 2023
↓sold
L
Lucid Group, Inc. (LCID)(LCID)$1K-$15K12 days to disclose
Flat·+0.0%
+60.9% vs S&P 500●Filed Jun 6, 2023·traded May 25, 2023
↓sold
A
American Water Works Company, Inc. (AWK)(AWK)$1K-$15K12 days to disclose
Flat·+0.0%
+39.7% vs S&P 500●Filed Jun 6, 2023·traded May 25, 2023
↓sold
A
Aon plc Class A Ordinary Shares (AON)(AON)$1K-$15K12 days to disclose
Flat·+0.0%
+62.8% vs S&P 500●Filed Jun 6, 2023·traded May 25, 2023
↓sold
A
Fund (ARCC)(ARCC)$1K-$15K12 days to disclose
Flat·+0.0%
+81.0% vs S&P 500●Filed Jun 6, 2023·traded May 25, 2023
↓sold
Registry Shares (ASML)(ASML)$1K-$15K
12 days to disclose
⚑ Technology · Committee on the JudiciaryFlat·+0.0%
+131.1% vs S&P 500●Filed Jun 6, 2023·traded May 25, 2023
↓soldBank of America Corporation (BAC)(BAC)$1K-$15K
12 days to disclose
Flat·+0.0%
+62.8% vs S&P 500●Filed Jun 6, 2023·traded May 25, 2023
↓sold
B
Bank Of Montreal (BMO)(BMO)$1K-$15K12 days to disclose
Flat·+0.0%
+62.8% vs S&P 500●Filed Jun 6, 2023·traded May 25, 2023
↓sold
B
BCE, Inc. (BCE)(BCE)$1K-$15K12 days to disclose
Flat·+0.0%
+81.0% vs S&P 500●Filed Jun 6, 2023·traded May 25, 2023
↓sold
C
(CINF)(CINF)$1K-$15K12 days to disclose
Flat·+0.0%
+62.8% vs S&P 500●Filed Jun 6, 2023·traded May 25, 2023
↓sold
C
Cintas Corporation (CTAS)(CTAS)$1K-$15K12 days to disclose
Flat·+0.0%
+78.6% vs S&P 500●Filed Jun 6, 2023·traded May 25, 2023
↓sold
Citigroup, Inc. (C)(C)$1K-$15K
12 days to disclose
Flat·+0.0%
+62.8% vs S&P 500●Filed Jun 6, 2023·traded May 25, 2023
↓sold
C
CME Group Inc. - Class A (CME)(CME)$1K-$15K12 days to disclose
Flat·+0.0%
+62.8% vs S&P 500●Filed Jun 6, 2023·traded May 25, 2023
↓sold
Coca-Cola Company (KO)(KO)$1K-$15K
12 days to disclose
Flat·+0.0%
+14.3% vs S&P 500●Filed Jun 6, 2023·traded May 25, 2023
↓sold
(CMCSA)(CMCSA)$1K-$15K
12 days to disclose
Flat·+0.0%
+89.7% vs S&P 500●Filed Jun 6, 2023·traded May 25, 2023
↓sold
CVS Health Corporation (CVS)(CVS)$1K-$15K
12 days to disclose
Flat·+0.0%
+16.2% vs S&P 500●Filed Jun 6, 2023·traded May 25, 2023
↓sold
McDonald's Corporation (MCD)(MCD)$1K-$15K
12 days to disclose
Flat·+0.0%
+60.9% vs S&P 500●Filed Jun 6, 2023·traded May 25, 2023
↓sold
B
ADR (BUD)(BUD)$1K-$15K12 days to disclose
Flat·+0.0%
+14.3% vs S&P 500●Filed Jun 6, 2023·traded May 25, 2023
↓sold
B
Becton, Dickinson and Company (BDX)(BDX)$1K-$15K12 days to disclose
Flat·+0.0%
+16.2% vs S&P 500●Filed Jun 6, 2023·traded May 25, 2023
↓sold
Gilead Sciences, Inc. (GILD)(GILD)$1K-$15K
12 days to disclose
Flat·+0.0%
+16.2% vs S&P 500●Filed Jun 6, 2023·traded May 25, 2023
↓sold
N
NetApp, Inc. (NTAP)(NTAP)$1K-$15K12 days to disclose
⚑ Technology · Committee on the JudiciaryFlat·+0.0%
+131.1% vs S&P 500●Filed Jun 6, 2023·traded May 25, 2023
↓sold
Quanta Services, Inc. (PWR)(PWR)$1K-$15K
12 days to disclose
Flat·+0.0%
+78.6% vs S&P 500●Filed Jun 6, 2023·traded May 25, 2023
↓sold
Roper Technologies, Inc. (ROP)(ROP)$1K-$15K
12 days to disclose
Flat·+0.0%
+78.6% vs S&P 500●Filed Jun 6, 2023·traded May 25, 2023
↓sold
Costco Wholesale Corporation (COST)(COST)$1K-$15K
12 days to disclose
Flat·+0.0%
+14.3% vs S&P 500●Filed Jun 6, 2023·traded May 25, 2023
↓sold
Deckers Outdoor Corporation (DECK)(DECK)$1K-$15K
12 days to discloseJoint
Flat·+0.0%
+60.9% vs S&P 500●Filed Jun 6, 2023·traded May 25, 2023
↓sold
Danaher Corporation (DHR)(DHR)$1K-$15K
12 days to disclose
Flat·+0.0%
+16.2% vs S&P 500●Filed May 15, 2023·traded Apr 4, 2022
↑bought
U
2000093460 SP Union Pacific Corporation (UNP)(UNP)$15K-$50K406 days to disclose · 361 past 45-day window
Good buy·+$1.3K+4.1%
−66.7% vs S&P 500●Filed May 15, 2023·traded Apr 4, 2022
↑bought
E
Expedia Group, Inc. (EXPE)(EXPE)$15K-$30K406 days to disclose · 361 past 45-day window
⚑ Technology · Committee on the JudiciaryGood buy·+$5.6K+25.0%
−104.3% vs S&P 500●Filed Oct 11, 2022·traded Sep 9, 2022
↑boughtGilead Sciences, Inc. (GILD)(GILD)$1K-$15K
32 days to disclose
Good buy·+$8.6K+107.0%
+93.2% vs S&P 500●Filed Oct 11, 2022·traded Sep 9, 2022
↑bought
B
ADR (BUD)(BUD)$1K-$15K32 days to disclose
Good buy·+$5K+62.0%
+48.9% vs S&P 500●Filed Oct 11, 2022·traded Sep 9, 2022
↑bought
B
Becton, Dickinson and Company (BDX)(BDX)$1K-$15K32 days to disclose
Bad buy·−$2.4K-30.0%
−43.8% vs S&P 500●Filed Oct 11, 2022·traded Sep 9, 2022
↑boughtBank of America Corporation (BAC)(BAC)$1K-$15K
32 days to disclose
Good buy·+$3.9K+48.7%
−2.2% vs S&P 500●Filed Oct 6, 2022·traded Jul 8, 2022
↓sold
K
2000093459 SP KLA Corporation (KLAC)(KLAC)$1K-$15K90 days to disclose · 45 past 45-day window
⚑ Technology · Committee on the JudiciaryFlat·+0.0%
+178.7% vs S&P 500●Filed Sep 13, 2022·traded Aug 25, 2022
↓sold
A
Applied Materials, Inc. (AMAT)(AMAT)$1K-$15K19 days to disclose
⚑ Technology · Committee on the JudiciaryFlat·+0.0%
+153.4% vs S&P 500●Filed Sep 13, 2022·traded Aug 25, 2022
↓sold
C
International, Inc. (CRL)(CRL)$1K-$15K19 days to disclose
Flat·+0.0%
+13.4% vs S&P 500●Filed May 10, 2022·traded Apr 28, 2022
↓sold
K
KLA Corporation (KLAC)(KLAC)$1K-$15K12 days to disclose
⚑ Technology · Committee on the JudiciaryFlat·+0.0%
+150.9% vs S&P 500●Filed May 10, 2022·traded Apr 4, 2022
↑bought
S
Synchrony Financial (SYF)(SYF)$15K-$30K36 days to disclose
Good buy·+$22.1K+98.2%
+61.9% vs S&P 500●Filed May 10, 2022·traded Apr 4, 2022
↑bought
U
Union Pacific Corporation (UNP)(UNP)$15K-$50K36 days to disclose
Good buy·+$1.3K+4.1%
−66.7% vs S&P 500●Filed Apr 11, 2022·traded Mar 15, 2022
↓soldCitigroup, Inc. (C)(C)$1K-$15K
27 days to disclose
Flat·+0.0%
+38.7% vs S&P 500●Filed Apr 11, 2022·traded Mar 4, 2022
↑bought
Amazon.com, Inc. (AMZN)(AMZN)$1K-$15K
Amazon.com, Inc. (AMZN)(AMZN)$1K-$15K38 days to disclose
⚑ Technology · Committee on the JudiciaryGood buy·+$6K+75.0%
−72.2% vs S&P 500●Filed Nov 3, 2021·traded Oct 13, 2021
↓soldPfizer, Inc. (PFE)(PFE)$1K-$15K
21 days to disclose
Flat·+0.0%
+18.3% vs S&P 500| Filed | Trade date | Type | Stock | Smart move? | Size |
|---|---|---|---|---|---|
| Jun 6, 2023 | May 26, 2023 11 days to disclose | ↓sold | JP Morgan Chase & Co. (JPM) John Marshall Collins Rollover IRA | Flat·+0.0% +61.5% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.8% of book |
| Jun 6, 2023 | May 26, 2023 11 days to disclose | ↓sold | J JEFJefferies Financial Group Inc. (JEF) John Marshall Collins Rollover IRA | Flat·+0.0% +61.5% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.8% of book |
| Jun 6, 2023 | May 26, 2023 11 days to disclose | ↓sold | Blackstone Inc. (BX) John Marshall Collins Rollover IRA | Flat·+0.0% +61.5% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.8% of book |
| Jun 6, 2023 | May 26, 2023 11 days to disclose | ↓sold | Adobe Inc. (ADBE) John Marshall Collins Rollover IRA ⚑ Technology · Committee on the Judiciary | Flat·+0.0% +69.9% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.8% of book |
| Jun 6, 2023 | May 26, 2023 11 days to disclose | ↓sold | O OCLCF(OCLCF) John Marshall Collins Rollover IRA D: Corporate bond | Flat·+0.0% +78.7% vs S&P 500 | $15K-$50K $15,001 - $50,000 3.4% of book |
| Jun 6, 2023 | May 26, 2023 11 days to disclose | ↓sold | U.S. Bancorp (USB) John Marshall Collins Rollover IRA D: Corporate bond | Flat·+0.0% +61.5% vs S&P 500 | $15K-$50K $15,001 - $50,000 3.4% of book |
| Jun 6, 2023 | May 26, 2023 11 days to disclose | ↓sold | Crown Castle Inc. (CCI) John Marshall Collins Rollover IRA | Flat·+0.0% +25.2% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.8% of book |
| Jun 6, 2023 | May 26, 2023 11 days to disclose | ↓sold | Cisco Systems, Inc. (CSCO) John Marshall Collins Rollover IRA D: Corporate bond ⚑ Technology · Committee on the Judiciary | Flat·+0.0% +124.7% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.8% of book |
| Jun 6, 2023 | May 26, 2023 11 days to disclose | ↓sold | Cisco Systems, Inc. (CSCO) John Marshall Collins Rollover IRA ⚑ Technology · Committee on the Judiciary | Flat·+0.0% +124.7% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.8% of book |
| Jun 6, 2023 | May 26, 2023 11 days to disclose | ↓sold | Bank of America Corporation (BAC) John Marshall Collins Rollover IRA D: Corporate bond | Flat·+0.0% +61.5% vs S&P 500 | $15K-$50K $15,001 - $50,000 3.4% of book |
| Jun 6, 2023 | May 26, 2023 11 days to disclose | ↓sold | B BUDADR (Belgium) (BUD) John Marshall Collins Rollover IRA D: Corporate bond | Flat·+0.0% +13.9% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.8% of book |
| Jun 6, 2023 | May 26, 2023 11 days to disclose | ↓sold | American Tower Corporation (REIT) (AMT) John Marshall Collins Rollover IRA D: Corporate bond | Flat·+0.0% +25.2% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.8% of book |
| Jun 6, 2023 | May 26, 2023 11 days to disclose | ↓sold | A AEPInc. (AEP) | Flat·+0.0% +39.7% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.8% of book |
| Jun 6, 2023 | May 26, 2023 11 days to disclose | ↓sold | W WBKWestpac Banking Corporation (WBK) | price pending | $1K-$15K $1,001 - $15,000 0.8% of book |
| Jun 6, 2023 | May 26, 2023 11 days to disclose | ↓sold | Walt Disney Company (DIS) John Marshall Collins Rollover IRA | Flat·+0.0% +85.9% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.8% of book |
| Jun 6, 2023 | May 26, 2023 11 days to disclose | ↓sold | W WBAWalgreens Boots Alliance, Inc. (WBA) John Marshall Collins Rollover IRA D: Corporate bond | price pending | $1K-$15K $1,001 - $15,000 0.8% of book |
| Jun 6, 2023 | May 26, 2023 11 days to disclose | ↓sold | Visa Inc. (V) John Marshall Collins Rollover IRA | Flat·+0.0% +61.5% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.8% of book |
| Jun 6, 2023 | May 26, 2023 11 days to disclose | ↓sold | Verizon Communications Inc. (VZ) John Marshall Collins Rollover IRA D: Corporate bond | Flat·+0.0% +85.9% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.8% of book |
| Jun 6, 2023 | May 26, 2023 11 days to disclose | ↓sold | Common Stock (DE) (UNH) John Marshall Collins Rollover IRA D: Corporate bond | Flat·+0.0% +16.5% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.8% of book |
| Jun 6, 2023 | May 26, 2023 11 days to disclose | ↓sold | T TRUTransUnion (TRU) John Marshall Collins Rollover IRA | Flat·+0.0% +78.7% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.8% of book |
| Jun 6, 2023 | May 25, 2023 12 days to disclose | ↓sold | A AEPInc. (AEP) John Marshall Collins Rollover IRA | Flat·+0.0% +39.7% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.8% of book |
| Jun 6, 2023 | May 25, 2023 12 days to disclose | ↓sold | Stock (MRK) John Marshall Collins Rollover IRA | Flat·+0.0% +16.2% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.8% of book |
| Jun 6, 2023 | May 25, 2023 12 days to disclose | ↓sold | MetLife, Inc. (MET) John Marshall Collins Rollover IRA | Flat·+0.0% +62.8% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.8% of book |
| Jun 6, 2023 | May 25, 2023 12 days to disclose | ↓sold | M MAACommunities, Inc. (MAA) John Marshall Collins Rollover IRA | Flat·+0.0% +26.7% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.8% of book |
| Jun 6, 2023 | May 25, 2023 12 days to disclose | ↓sold | A AGRAvangrid, Inc. (AGR) John Marshall Collins Rollover IRA | price pending | $1K-$15K $1,001 - $15,000 0.8% of book |
| Jun 6, 2023 | May 25, 2023 12 days to disclose | ↓sold | (BRK.B) John Marshall Collins Rollover IRA | price pending | $1K-$15K $1,001 - $15,000 0.8% of book |
| Jun 6, 2023 | May 25, 2023 12 days to disclose | ↓sold | D DDominion Energy, Inc. (D) John Marshall Collins Rollover IRA | Flat·+0.0% +39.7% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.8% of book |
| Jun 6, 2023 | May 25, 2023 12 days to disclose | ↓sold | D DUKDuke Energy Corporation (DUK) John Marshall Collins Rollover IRA | Flat·+0.0% +39.7% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.8% of book |
| Jun 6, 2023 | May 25, 2023 12 days to disclose | ↓sold | E EWEdwards Lifesciences Corporation (EW) John Marshall Collins Rollover IRA | Flat·+0.0% +16.2% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.8% of book |
| Jun 6, 2023 | May 25, 2023 12 days to disclose | ↓sold | Emerson Electric Company (EMR) John Marshall Collins Rollover IRA | Flat·+0.0% +78.6% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.8% of book |
| Jun 6, 2023 | May 25, 2023 12 days to disclose | ↓sold | Equinix, Inc. (EQIX) John Marshall Collins Rollover IRA | Flat·+0.0% +26.7% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.8% of book |
| Jun 6, 2023 | May 25, 2023 12 days to disclose | ↓sold | E ESEversource Energy (ES) John Marshall Collins Rollover IRA | Flat·+0.0% +39.7% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.8% of book |
| Jun 6, 2023 | May 25, 2023 12 days to disclose | ↓sold | F FITBFifth Third Bancorp (FITB) John Marshall Collins Rollover IRA | Flat·+0.0% +62.8% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.8% of book |
| Jun 6, 2023 | May 25, 2023 12 days to disclose | ↓sold | F FHNFirst Horizon Corporation (FHN) John Marshall Collins Rollover IRA | Flat·+0.0% +62.8% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.8% of book |
| Jun 6, 2023 | May 25, 2023 12 days to disclose | ↓sold | General Mills, Inc. (GIS) John Marshall Collins Rollover IRA | Flat·+0.0% +14.3% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.8% of book |
| Jun 6, 2023 | May 25, 2023 12 days to disclose | ↓sold | H HIGInc. (HIG) John Marshall Collins Rollover IRA | Flat·+0.0% +62.8% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.8% of book |
| Jun 6, 2023 | May 25, 2023 12 days to disclose | ↓sold | I IPGInterpublic Group of Companies, Inc. (IPG) John Marshall Collins Rollover IRA | price pending | $1K-$15K $1,001 - $15,000 0.8% of book |
| Jun 6, 2023 | May 25, 2023 12 days to disclose | ↓sold | K KLACKLA Corporation (KLAC) John Marshall Collins Rollover IRA D: Corporate bond ⚑ Technology · Committee on the Judiciary | Flat·+0.0% +131.1% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.8% of book |
| Jun 6, 2023 | May 25, 2023 12 days to disclose | ↓sold | Mastercard Incorporated (MA) John Marshall Collins Rollover IRA | Flat·+0.0% +62.8% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.8% of book |
| Jun 6, 2023 | May 25, 2023 12 days to disclose | ↓sold | N NEENextEra Energy, Inc. (NEE) John Marshall Collins Rollover IRA | Flat·+0.0% +39.7% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.8% of book |
| Jun 6, 2023 | May 25, 2023 12 days to disclose | ↓sold | N NNNNNN REIT, Inc. (NNN) John Marshall Collins Rollover IRA | Flat·+0.0% +26.7% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.8% of book |
| Jun 6, 2023 | May 25, 2023 12 days to disclose | ↓sold | N NXPINXP Semiconductors N.V. (NXPI) John Marshall Collins Rollover IRA ⚑ Technology · Committee on the Judiciary | Flat·+0.0% +131.1% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.8% of book |
| Jun 6, 2023 | May 25, 2023 12 days to disclose | ↓sold | O ODFL(ODFL) John Marshall Collins Rollover IRA | Flat·+0.0% +78.6% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.8% of book |
| Jun 6, 2023 | May 25, 2023 12 days to disclose | ↓sold | Paychex, Inc. (PAYX) John Marshall Collins Rollover IRA ⚑ Technology · Committee on the Judiciary | Flat·+0.0% +131.1% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.8% of book |
| Jun 6, 2023 | May 25, 2023 12 days to disclose | ↓sold | Pfizer, Inc. (PFE) John Marshall Collins Rollover IRA D: Corporate bond | Flat·+0.0% +16.2% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.8% of book |
| Jun 6, 2023 | May 25, 2023 12 days to disclose | ↓sold | Procter & Gamble Company (PG) John Marshall Collins Rollover IRA | Flat·+0.0% +14.3% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.8% of book |
| Jun 6, 2023 | May 25, 2023 12 days to disclose | ↓sold | ProLogis, Inc. (PLD) John Marshall Collins Rollover IRA | Flat·+0.0% +26.7% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.8% of book |
| Jun 6, 2023 | May 25, 2023 12 days to disclose | ↓sold | S SPGIS&P Global Inc. (SPGI) John Marshall Collins Rollover IRA | Flat·+0.0% +72.1% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.8% of book |
| Jun 6, 2023 | May 25, 2023 12 days to disclose | ↓sold | S SHWSherwin-Williams Company (SHW) John Marshall Collins Rollover IRA | Flat·+0.0% +35.5% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.8% of book |
| Jun 6, 2023 | May 25, 2023 12 days to disclose | ↓sold | S SONSonoco Products Company (SON) John Marshall Collins Rollover IRA | Flat·+0.0% +35.5% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.8% of book |
| Jun 6, 2023 | May 25, 2023 12 days to disclose | ↓sold | Starbucks Corporation (SBUX) John Marshall Collins Rollover IRA | Flat·+0.0% +60.9% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.8% of book |
| Jun 6, 2023 | May 25, 2023 12 days to disclose | ↓sold | TJX Companies, Inc. (TJX) John Marshall Collins Rollover IRA | Flat·+0.0% +60.9% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.8% of book |
| Jun 6, 2023 | May 25, 2023 12 days to disclose | ↓sold | T-Mobile US, Inc. (TMUS) John Marshall Collins Rollover IRA | Flat·+0.0% +89.7% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.8% of book |
| Jun 6, 2023 | May 25, 2023 12 days to disclose | ↓sold | Trane Technologies plc (TT) John Marshall Collins Rollover IRA | Flat·+0.0% +78.6% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.8% of book |
| Jun 6, 2023 | May 25, 2023 12 days to disclose | ↓sold | Common Stock (UNH) John Marshall Collins Rollover IRA | Flat·+0.0% +16.2% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.8% of book |
| Jun 6, 2023 | May 25, 2023 12 days to disclose | ↓sold | Verizon Communications Inc. (VZ) John Marshall Collins Rollover IRA | Flat·+0.0% +89.7% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.8% of book |
| Jun 6, 2023 | May 25, 2023 12 days to disclose | ↓sold | QUALCOMM Incorporated (QCOM) John Marshall Collins Rollover IRA ⚑ Technology · Committee on the Judiciary | Flat·+0.0% +131.1% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.8% of book |
| Jun 6, 2023 | May 25, 2023 12 days to disclose | ↓sold | Thermo Fisher Scientific Inc (TMO) John Marshall Collins Rollover IRA | Flat·+0.0% +16.2% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.8% of book |
| Jun 6, 2023 | May 25, 2023 12 days to disclose | ↓sold | H HCAHCA Healthcare, Inc. (HCA) John Marshall Collins Rollover IRA | Flat·+0.0% +16.2% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.8% of book |
| Jun 6, 2023 | May 25, 2023 12 days to disclose | ↓sold | Accenture plc Class A Ordinary Shares (ACN) John Marshall Collins Rollover IRA ⚑ Technology · Committee on the Judiciary | Flat·+0.0% +131.1% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.8% of book |
| Jun 6, 2023 | May 25, 2023 12 days to disclose | ↓sold | L LCIDLucid Group, Inc. (LCID) Collins/Lofgren Family Trust | Flat·+0.0% +60.9% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.8% of book |
| Jun 6, 2023 | May 25, 2023 12 days to disclose | ↓sold | A AWKAmerican Water Works Company, Inc. (AWK) John Marshall Collins Rollover IRA | Flat·+0.0% +39.7% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.8% of book |
| Jun 6, 2023 | May 25, 2023 12 days to disclose | ↓sold | A AONAon plc Class A Ordinary Shares (AON) John Marshall Collins Rollover IRA | Flat·+0.0% +62.8% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.8% of book |
| Jun 6, 2023 | May 25, 2023 12 days to disclose | ↓sold | A ARCCFund (ARCC) John Marshall Collins Rollover IRA | Flat·+0.0% +81.0% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.8% of book |
| Jun 6, 2023 | May 25, 2023 12 days to disclose | ↓sold | Registry Shares (ASML) John Marshall Collins Rollover IRA ⚑ Technology · Committee on the Judiciary | Flat·+0.0% +131.1% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.8% of book |
| Jun 6, 2023 | May 25, 2023 12 days to disclose | ↓sold | Bank of America Corporation (BAC) John Marshall Collins Rollover IRA | Flat·+0.0% +62.8% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.8% of book |
| Jun 6, 2023 | May 25, 2023 12 days to disclose | ↓sold | B BMOBank Of Montreal (BMO) John Marshall Collins Rollover IRA D: Corporate bond | Flat·+0.0% +62.8% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.8% of book |
| Jun 6, 2023 | May 25, 2023 12 days to disclose | ↓sold | B BCEBCE, Inc. (BCE) John Marshall Collins Rollover IRA | Flat·+0.0% +81.0% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.8% of book |
| Jun 6, 2023 | May 25, 2023 12 days to disclose | ↓sold | C CINF(CINF) John Marshall Collins Rollover IRA | Flat·+0.0% +62.8% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.8% of book |
| Jun 6, 2023 | May 25, 2023 12 days to disclose | ↓sold | C CTASCintas Corporation (CTAS) John Marshall Collins Rollover IRA | Flat·+0.0% +78.6% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.8% of book |
| Jun 6, 2023 | May 25, 2023 12 days to disclose | ↓sold | Citigroup, Inc. (C) John Marshall Collins Rollover IRA D: Corporate bond | Flat·+0.0% +62.8% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.8% of book |
| Jun 6, 2023 | May 25, 2023 12 days to disclose | ↓sold | C CMECME Group Inc. - Class A (CME) John Marshall Collins Rollover IRA | Flat·+0.0% +62.8% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.8% of book |
| Jun 6, 2023 | May 25, 2023 12 days to disclose | ↓sold | Coca-Cola Company (KO) John Marshall Collins Rollover IRA | Flat·+0.0% +14.3% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.8% of book |
| Jun 6, 2023 | May 25, 2023 12 days to disclose | ↓sold | (CMCSA) John Marshall Collins Rollover IRA | Flat·+0.0% +89.7% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.8% of book |
| Jun 6, 2023 | May 25, 2023 12 days to disclose | ↓sold | CVS Health Corporation (CVS) John Marshall Collins Rollover IRA D: Corporate bond | Flat·+0.0% +16.2% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.8% of book |
| Jun 6, 2023 | May 25, 2023 12 days to disclose | ↓sold | McDonald's Corporation (MCD) John Marshall Collins Rollover IRA | Flat·+0.0% +60.9% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.8% of book |
| Jun 6, 2023 | May 25, 2023 12 days to disclose | ↓sold | B BUDADR (BUD) John Marshall Collins Rollover IRA | Flat·+0.0% +14.3% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.8% of book |
| Jun 6, 2023 | May 25, 2023 12 days to disclose | ↓sold | B BDXBecton, Dickinson and Company (BDX) John Marshall Collins Rollover IRA | Flat·+0.0% +16.2% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.8% of book |
| Jun 6, 2023 | May 25, 2023 12 days to disclose | ↓sold | Gilead Sciences, Inc. (GILD) John Marshall Collins Rollover IRA | Flat·+0.0% +16.2% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.8% of book |
| Jun 6, 2023 | May 25, 2023 12 days to disclose | ↓sold | N NTAPNetApp, Inc. (NTAP) John Marshall Collins Rollover IRA D: Corporate bond ⚑ Technology · Committee on the Judiciary | Flat·+0.0% +131.1% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.8% of book |
| Jun 6, 2023 | May 25, 2023 12 days to disclose | ↓sold | Quanta Services, Inc. (PWR) John Marshall Collins Rollover IRA | Flat·+0.0% +78.6% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.8% of book |
| Jun 6, 2023 | May 25, 2023 12 days to disclose | ↓sold | Roper Technologies, Inc. (ROP) John Marshall Collins Rollover IRA | Flat·+0.0% +78.6% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.8% of book |
| Jun 6, 2023 | May 25, 2023 12 days to disclose | ↓sold | Costco Wholesale Corporation (COST) John Marshall Collins Rollover IRA | Flat·+0.0% +14.3% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.8% of book |
| Jun 6, 2023 | May 25, 2023 12 days to disclose | ↓sold | Deckers Outdoor Corporation (DECK) Collins/Lofgren Family Trust | Flat·+0.0% +60.9% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.8% of book |
| Jun 6, 2023 | May 25, 2023 12 days to disclose | ↓sold | Danaher Corporation (DHR) John Marshall Collins Rollover IRA | Flat·+0.0% +16.2% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.8% of book |
| May 15, 2023 | Apr 4, 2022 406 days to disclose · 361 past 45-day window | ↑bought | U UNP2000093460 SP Union Pacific Corporation (UNP) John Marshall Collins Rollover IRA D: Corporate bond. | Good buy·+$1.3K+4.1% −66.7% vs S&P 500 | $15K-$50K $15,001 - $50,000 3.4% of book |
| May 15, 2023 | Apr 4, 2022 406 days to disclose · 361 past 45-day window | ↑bought | E EXPEExpedia Group, Inc. (EXPE) John Marshall Collins Rollover IRA 2000093460 ⚑ Technology · Committee on the Judiciary | Good buy·+$5.6K+25.0% −104.3% vs S&P 500 | $15K-$30K $15,001 2.4% of book |
| Oct 11, 2022 | Sep 9, 2022 32 days to disclose | ↑bought | Gilead Sciences, Inc. (GILD) John Marshall Collins Rollover IRA | Good buy·+$8.6K+107.0% +93.2% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.8% of book |
| Oct 11, 2022 | Sep 9, 2022 32 days to disclose | ↑bought | B BUDADR (BUD) John Marshall Collins Rollover IRA | Good buy·+$5K+62.0% +48.9% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.8% of book |
| Oct 11, 2022 | Sep 9, 2022 32 days to disclose | ↑bought | B BDXBecton, Dickinson and Company (BDX) John Marshall Collins Rollover IRA | Bad buy·−$2.4K-30.0% −43.8% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.8% of book |
| Oct 11, 2022 | Sep 9, 2022 32 days to disclose | ↑bought | Bank of America Corporation (BAC) John Marshall Collins Rollover IRA | Good buy·+$3.9K+48.7% −2.2% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.8% of book |
| Oct 6, 2022 | Jul 8, 2022 90 days to disclose · 45 past 45-day window | ↓sold | K KLAC2000093459 SP KLA Corporation (KLAC) ⚑ Technology · Committee on the Judiciary | Flat·+0.0% +178.7% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.8% of book |
| Sep 13, 2022 | Aug 25, 2022 19 days to disclose | ↓sold | A AMATApplied Materials, Inc. (AMAT) John Marshall Collins Rollover IRA ⚑ Technology · Committee on the Judiciary | Flat·+0.0% +153.4% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.8% of book |
| Sep 13, 2022 | Aug 25, 2022 19 days to disclose | ↓sold | C CRLInternational, Inc. (CRL) John Marshall Collins Rollover IRA | Flat·+0.0% +13.4% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.8% of book |
| May 10, 2022 | Apr 28, 2022 12 days to disclose | ↓sold | K KLACKLA Corporation (KLAC) John Marshall Collins Rollover IRA ⚑ Technology · Committee on the Judiciary | Flat·+0.0% +150.9% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.8% of book |
| May 10, 2022 | Apr 4, 2022 36 days to disclose | ↑bought | S SYFSynchrony Financial (SYF) John Marshall Collins Rollover IRA | Good buy·+$22.1K+98.2% +61.9% vs S&P 500 | $15K-$30K $15,001 2.4% of book |
| May 10, 2022 | Apr 4, 2022 36 days to disclose | ↑bought | U UNPUnion Pacific Corporation (UNP) John Marshall Collins Rollover IRA | Good buy·+$1.3K+4.1% −66.7% vs S&P 500 | $15K-$50K $15,001 - $50,000 3.4% of book |
| Apr 11, 2022 | Mar 15, 2022 27 days to disclose | ↓sold | Citigroup, Inc. (C) John Marshall Collins Rollover IRA D: Corporate bond | Flat·+0.0% +38.7% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.8% of book |
| Apr 11, 2022 | Mar 4, 2022 38 days to disclose | ↑bought | AMZN Amazon.com, Inc. (AMZN) John Marshall Collins Rollover IRA D: Corporate bond ⚑ Technology · Committee on the Judiciary | Good buy·+$6K+75.0% −72.2% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.8% of book |
| Nov 3, 2021 | Oct 13, 2021 21 days to disclose | ↓sold | Pfizer, Inc. (PFE) | Flat·+0.0% +18.3% vs S&P 500 | $1K-$15K $1,001 - $15,000 0.8% of book |
Their record vs the S&P 500
95 priced trades compared to a same-direction S&P 500 benchmark.
Politician portfolio+$51.4K
S&P 500 benchmark−$365.3K
Alpha+$416.7K
Gold line = cumulative dollar P&L · Dashed = S&P 500 over same window · Bars = monthly trade volume
Oversight committees · 5
Click any committee to see what it actually does, which sectors it regulates, and why each sector tag was attached. Sources cited.
By owner type
Disclosures break down by Self / Joint / Spouse / Dependent. Spouse-marked trades sometimes perform systematically differently.
Self
99
trades · $943.6K
+$51.4K
Joint
1
trades · $8K
+$0
Recent legislative activity · 39 bills
19 sponsored, 20 cosponsored in the 119th Congress. Color-coded by sector — yellow chips mark bills that overlap a sector this politician has actually traded in.
- Protecting First Responders from Secondary Exposure Act of 2025Referred to the House Committee on the Judiciary.
- Provider Reimbursement Stability Act of 2026Ordered to be Reported in the Nature of a Substitute by the Yeas and Nays: 44 - 0.
- To establish in the National Institute of Standards and Technology a program of measurement research for engineering biology, biomanufacturing, and biometrology, and for other purposes.Referred to the House Committee on Science, Space, and Technology.
- CONNECT for Health Act of 2025Referred to the Committee on Energy and Commerce, and in addition to the Committee on Ways and Means, for a period to be subsequently determined by the Speaker, in each case for consideration of such provisions as fall within the jurisdiction of the committee concerned.
- Public Safety Employer-Employee Cooperation ActReferred to the House Committee on Education and Workforce.
- Retired Law Enforcement Officers Continuing Service ActReferred to the House Committee on the Judiciary.
- Reauthorizing Support and Treatment for Officers in Crisis Act of 2025Referred to the House Committee on the Judiciary.
- Invest to Protect Act of 2025Referred to the House Committee on the Judiciary.
- Providing Child Care for Police Officers Act of 2025Referred to the Committee on the Judiciary, and in addition to the Committee on Education and Workforce, for a period to be subsequently determined by the Speaker, in each case for consideration of such provisions as fall within the jurisdiction of the committee concerned.
- HELPER Act of 2025Referred to the House Committee on Financial Services.
- Expressing support for the designation of July 15, 2026, as "Glioblastoma Awareness Day".Referred to the House Committee on Energy and Commerce.
- To protect our democracy by preventing abuses of Presidential power, restoring checks and balances and accountability and transparency in government, and defending elections against foreign interference, and for other purposes.Referred to the Committee on Oversight and Government Reform, and in addition to the Committees on the Judiciary, House Administration, the Budget, Transportation and Infrastructure, Rules, Foreign Affairs, Ways and Means, and Intelligence (Permanent Select), for a period to be subsequently determined by the Speaker, in each case for consideration of such provisions as fall within the jurisdiction of the committee concerned.
- Expressing support for the continued value of arms control agreements and negotiated constraints on Russian and Chinese strategic nuclear forces.Referred to the House Committee on Foreign Affairs.
- Redistricting Reform Act of 2025Referred to the House Committee on the Judiciary.
- January 6th Law Enforcement Heroes Compensation Fund ActReferred to the House Committee on the Judiciary.
- Hot Foods Act of 2025Referred to the Subcommittee on Nutrition and Foreign Agriculture.
- Universal School Meals Program Act of 2026Referred to the Committee on Education and Workforce, and in addition to the Committees on Agriculture, and Science, Space, and Technology, for a period to be subsequently determined by the Speaker, in each case for consideration of such provisions as fall within the jurisdiction of the committee concerned.
- Ensuring Lasting Smiles ActReferred to the Committee on Energy and Commerce, and in addition to the Committees on Education and Workforce, and Ways and Means, for a period to be subsequently determined by the Speaker, in each case for consideration of such provisions as fall within the jurisdiction of the committee concerned.
- First Rhode Island Regiment Congressional Gold Medal ActReferred to the House Committee on Financial Services.
- Rural Health Clinic Location Modernization Act of 2025Referred to the Committee on Energy and Commerce, and in addition to the Committee on Ways and Means, for a period to be subsequently determined by the Speaker, in each case for consideration of such provisions as fall within the jurisdiction of the committee concerned.