Rep. Zoe Lofgren Stock Trades

Rep. Zoe Lofgren (D-CA18) sold approximately 85 stocks and corporate bonds from the John Marshall Collins Rollover IRA and Collins/Lofgren Family Trust between May 25-26, 2023. The vast majority of transactions were in the $1,001-$15,000 range, with notable larger sales including Bank of America ($15,001-$50,000), Oracle ($15,001-$50,000), Southern Company ($15,001-$50,000), and Union Pacific ($15,001-$50,000).

Rep. Zoe Lofgren reported four transactions in her John Marshall Collins Rollover IRA during March 2022: purchases of Amazon.com (AMZN), Citigroup (C), and Vodafone Group (VODAFONE), each valued between $1,001-$15,000, and a sale of Tyson Foods in the same range.

Hon. Zoe Lofgren (CA-19) conducted seven transactions in October 2021, including sales of Amazon (AMZN), Home Depot (HD), Pfizer (PFE), and Walmart (WMT) stock, and purchases of Caterpillar (CAT) stock, Lucid Group (LCID) stock, and a Wells Fargo medium-term note. All transactions were in the $1,001-$15,000 range and held through rollover IRAs and family trusts.

Rep. Zoe Lofgren (CA-19) purchased 69 stocks and 1 ETF totaling approximately $69,000-$1,035,000 in September 2021, primarily through the John Marshall Collins Rollover IRA account, with purchases of blue-chip companies including Apple, Amazon, Microsoft, Google, JPMorgan Chase, and Visa. One corporate bond from Gilead Sciences was sold during the same period.