U.S. House
CA47
STOCK Act Disclosures
Rep. Alan S. Lowenthal Stock Trades
Rep. Alan S. Lowenthal (U.S. House · CA47) has disclosed 47 congressional stock transactions under the Stop Trading on Congressional Knowledge (STOCK) Act between Nov 29, 2018 and Jun 19, 2022, including 26 purchases and 21 sales across 12 distinct stock tickers. Most-traded stocks include Amazon.com, Inc. ($AMZN), JPMorgan Chase & Co. ($JPM), Netflix, Inc. ($NFLX), The Home Depot, Inc. ($HD), Alphabet Inc. ($GOOG).
Total Disclosures47
Purchases26
Sales21
Stocks Traded12
Latest DisclosureJun 19, 2022
Avg. Reporting Lag12d
Stocks Traded Most by Rep. Alan S. Lowenthal
$AMZN
9 trades
Amazon.com, Inc.
6 buys
3 sales
Latest: Jun 19, 2022
$JPM
5 trades
JPMorgan Chase & Co.
3 buys
2 sales
Latest: May 22, 2022
$NFLX
5 trades
Netflix, Inc.
3 buys
2 sales
Latest: Apr 10, 2022
$HD
5 trades
The Home Depot, Inc.
3 buys
2 sales
Latest: Jan 30, 2022
$GOOG
5 trades
Alphabet Inc.
2 buys
3 sales
Latest: Jan 27, 2022
$AAPL
4 trades
Apple Inc.
0 buys
4 sales
Latest: Sep 15, 2020
$NVDA
3 trades
NVIDIA Corporation
2 buys
1 sale
Latest: Apr 12, 2022
$ADBE
3 trades
Adobe Inc.
2 buys
1 sale
Latest: Dec 25, 2021
$MSFT
3 trades
Microsoft Corporation
3 buys
0 sales
Latest: Sep 21, 2019
$UNH
3 trades
UnitedHealth Group Incorporated
1 buy
2 sales
Latest: Apr 28, 2019
$WFC
1 trade
Wells Fargo & Company
0 buys
1 sale
Latest: Feb 10, 2022
$LLY
1 trade
Eli Lilly and Company
1 buy
0 sales
Latest: Mar 18, 2019
Recent AI PTR Filing Summaries for Rep. Alan S. Lowenthal
Disclosed Jun 19, 2022
· Official PDF ↗
Hon. Alan S. Lowenthal made five transactions in June 2022, purchasing Amazon (AMZN), Boeing (BA), and Verisk Analytics (VRSK) stock in amounts ranging from $1,001-$15,000 each, and selling a partial position in iShares Russell 2000 Value ETF (IWN) for $15,001-$50,000, all within his Neuberger Berman Traditional IRA.
All transactions held in Traditional IRA (retirement account)Two purchases of same security (VRSK) within one dayMultiple transactions clustered in mid-June 2022
Disclosed May 22, 2022
· Official PDF ↗
Hon. Alan S. Lowenthal purchased shares of JP Morgan Chase & Co. (JPM) and T-Mobile US, Inc. (TMUS) through a Neuberger Berman Traditional IRA, each in the $1,001 - $15,000 range, on 05/17/2022.
Both transactions executed on same date (05/17/2022)Transactions held in Traditional IRA retirement accountNo capital gains > $200 reported
Disclosed Apr 12, 2022
· Official PDF ↗
Hon. Alan S. Lowenthal sold partial positions in four stocks from his Neuberger Berman Traditional IRA between April 5-6, 2022: International Flavors & Fragrances (IFF) in two tranches totaling $16,001-$65,000, NVIDIA (NVDA) for $1,001-$15,000, and TJX Companies (TJX) for $1,001-$15,000.
All transactions conducted within IRA account (Neuberger Berman Traditional IRA)Multiple partial sales of same security (IFF) on consecutive daysFiling indicates capital gains exceeded $200 threshold
Disclosed Apr 10, 2022
· Official PDF ↗
Hon. Alan S. Lowenthal purchased Netflix Inc. common stock valued at $1,001 - $15,000 on March 29, 2022, through the Neuberger Berman - Malumed Lowenthal Rev Trust.
Transaction executed through revocable trust (Neuberger Berman - Malumed Lowenthal Rev Trust)Notification date 11 days after transaction date
Disclosed Transactions by Rep. Alan S. Lowenthal
| Stock / Asset | Action | Amount Range | Traded | Filing |
|---|---|---|---|---|
|
$AMZN
Amazon.com, Inc.
|
Purchase | $1,001 - $15,000 | Jun 7, 2022 | PTR PDF ↗ |
|
$JPM
JPMorgan Chase & Co.
|
Purchase | $1,001 - $15,000 | May 17, 2022 | PTR PDF ↗ |
|
$NVDA
NVIDIA Corporation
|
Sale (Partial) | $1,001 - $15,000 | Apr 6, 2022 | PTR PDF ↗ |
|
$NFLX
Netflix Inc - Corporate Bond 03/01/2024 Interest 5.75%
|
Purchase | $1,001 - $15,000 | Mar 29, 2022 | PTR PDF ↗ |
|
$NFLX
Netflix Inc - Corporate Bond 5.75%
|
Purchase | $15,001 - $50,000 | Mar 24, 2022 | PTR PDF ↗ |
|
$NFLX
Netflix, Inc.
|
Sale (Full) | $15,001 - $50,000 | Feb 15, 2022 | PTR PDF ↗ |
|
$NFLX
Netflix, Inc.
|
Sale (Full) | $1,001 - $15,000 | Feb 15, 2022 | PTR PDF ↗ |
|
$WFC
Well Fargo & Co - Bond maturity 2/13/2023 - interest 3.45%
|
Sale (Full) | $15,001 - $50,000 | Jan 26, 2022 | PTR PDF ↗ |
|
$HD
The Home Depot, Inc.
|
Sale (Full) | $1,001 - $15,000 | Jan 21, 2022 | PTR PDF ↗ |
|
$HD
The Home Depot, Inc.
|
Sale (Full) | $15,001 - $50,000 | Jan 21, 2022 | PTR PDF ↗ |
|
$GOOG
Alphabet Inc.
|
Sale (Partial) | $15,001 - $50,000 | Jan 14, 2022 | PTR PDF ↗ |
|
$GOOG
Alphabet Inc.
|
Sale (Partial) | $1,001 - $15,000 | Jan 14, 2022 | PTR PDF ↗ |
|
$ADBE
Adobe Inc.
|
Sale (Full) | $1,001 - $15,000 | Dec 15, 2021 | PTR PDF ↗ |
|
$NFLX
Netflix, Inc.
|
Purchase | $1,001 - $15,000 | Mar 24, 2021 | PTR PDF ↗ |
|
$NVDA
NVIDIA Corporation
|
Purchase | $1,001 - $15,000 | Mar 23, 2021 | PTR PDF ↗ |
|
$ADBE
Adobe Inc.
|
Purchase | $0 - $1,000 | Mar 17, 2021 | PTR PDF ↗ |
|
$ADBE
Adobe Inc.
|
Purchase | $1,001 - $15,000 | Mar 11, 2021 | PTR PDF ↗ |
|
$NVDA
NVIDIA Corporation
|
Purchase | $1,001 - $15,000 | Mar 11, 2021 | PTR PDF ↗ |
|
$JPM
JPMorgan Chase & Co.
|
Sale (Partial) | $0 - $1,000 | Oct 15, 2020 | PTR PDF ↗ |
|
$JPM
JPMorgan Chase & Co.
|
Sale (Partial) | $15,001 - $50,000 | Oct 15, 2020 | PTR PDF ↗ |
|
$AMZN
Amazon.com, Inc.
|
Sale (Partial) | $1,001 - $15,000 | Sep 3, 2020 | PTR PDF ↗ |
|
$AMZN
Amazon.com, Inc.
|
Sale (Full) | $1,001 - $15,000 | Sep 3, 2020 | PTR PDF ↗ |
|
$AAPL
Apple Inc.
|
Sale (Partial) | $1,001 - $15,000 | Sep 3, 2020 | PTR PDF ↗ |
|
$AAPL
Apple Inc.
|
Sale (Partial) | $0 - $1,000 | Sep 3, 2020 | PTR PDF ↗ |
|
$AMZN
Amazon.com, Inc.
|
Sale (Partial) | $1,001 - $15,000 | Jul 10, 2020 | PTR PDF ↗ |
|
$JPM
JPMorgan Chase & Co.
|
Purchase | $0 - $1,000 | Apr 9, 2020 | PTR PDF ↗ |
|
$JPM
JPMorgan Chase & Co.
|
Purchase | $1,001 - $15,000 | Apr 9, 2020 | PTR PDF ↗ |
|
$AMZN
Amazon.com, Inc.
|
Purchase | $1,001 - $15,000 | Mar 16, 2020 | PTR PDF ↗ |
|
$GOOG
Alphabet Inc.
|
Purchase | $1,001 - $15,000 | Mar 4, 2020 | PTR PDF ↗ |
|
$GOOG
Alphabet Inc.
|
Purchase | $1,001 - $15,000 | Mar 4, 2020 | PTR PDF ↗ |
|
$AAPL
Apple Inc.
|
Sale (Partial) | $1,001 - $15,000 | Jan 2, 2020 | PTR PDF ↗ |
|
$AAPL
Apple Inc.
|
Sale (Partial) | $0 - $1,000 | Jan 2, 2020 | PTR PDF ↗ |
|
$AMZN
Amazon.com, Inc.
|
Purchase | $1,001 - $15,000 | Oct 29, 2019 | PTR PDF ↗ |
|
$AMZN
Amazon.com, Inc.
|
Purchase | $1,001 - $15,000 | Nov 19, 2019 | PTR PDF ↗ |
|
$AMZN
Amazon.com, Inc.
|
Purchase | $1,001 - $15,000 | Oct 31, 2019 | PTR PDF ↗ |
|
$AMZN
Amazon.com, Inc.
|
Purchase | $15,001 - $50,000 | Oct 31, 2019 | PTR PDF ↗ |
|
$MSFT
Microsoft Corporation
|
Purchase | $1,001 - $15,000 | Sep 20, 2019 | PTR PDF ↗ |
|
$GOOG
Alphabet Inc.
|
Sale (Partial) | $1,001 - $15,000 | Jun 3, 2019 | PTR PDF ↗ |
|
$UNH
UnitedHealth Group Incorporated
|
Sale (Full) | $663.86 | Apr 16, 2019 | PTR PDF ↗ |
|
$HD
The Home Depot, Inc.
|
Purchase | $1,001 - $15,000 | Mar 25, 2019 | PTR PDF ↗ |
|
$UNH
UnitedHealth Group Incorporated
|
Sale (Partial) | $478.27 | Mar 5, 2019 | PTR PDF ↗ |
|
$LLY
Eli Lilly and Company
|
Purchase | $1,001 - $15,000 | Feb 28, 2019 | PTR PDF ↗ |
|
$MSFT
Microsoft Corporation
|
Purchase | $1,001 - $15,000 | Feb 14, 2019 | PTR PDF ↗ |
|
$MSFT
Microsoft Corporation
|
Purchase | $107.06 | Feb 14, 2019 | PTR PDF ↗ |
|
$HD
The Home Depot, Inc.
|
Purchase | $686.21 | Dec 31, 2018 | PTR PDF ↗ |
|
$HD
The Home Depot, Inc.
|
Purchase | $1,001 - $15,000 | Dec 31, 2018 | PTR PDF ↗ |
|
$UNH
UnitedHealth Group Incorporated
|
Purchase | $1,001 - $15,000 | Nov 29, 2018 | PTR PDF ↗ |