Jim M. Costa

U.S. House·CA·last disclosed 2016-05-12

Disclosed book · year-end value

$4.45M

midpoint est. · $1.85M–$7.04M — not market value

24 holdings · $48.5K equity · $4.40M non-equity

Our verdict on their book · $-weighted, equity only

Not covered100.0%

Disclosed trades

Buys · Sells

0 · 0

Median reporting lag

160d

avg 160d to disclose

Last disclosed

2016-05-12

Trade cadence · buys above, sells below · last 12 mo

Dec

What Jim M. Costa owns now

Year-end holdings from their latest annual disclosure · 24 holdings · as of 2023

1,000 James M. Costa Farms (Sole Proprietorship)non-equity

$1.00M–$5.00M67%

None Rental Homenon-equity

$500K–$1.00M17%

Fresno, CA, US United Security Banknon-equity

$50.0K–$100K2%

Mainstay Winslow Large CAP Growth Fundnon-equity

$50.0K–$100K2%

MFS SER TR 1 VALUE FDnon-equity

$50.0K–$100K2%

200 Heartland Financial USA, Inc. (HTLF)non-equity

$15.0K–$50.0K1%

American Funds Washington Mutual Investors Fund Class F-2non-equity

$15.0K–$50.0K1%

Baird Aggregate Bond Fund Class Institutionalnon-equity

$15.0K–$50.0K1%

Show all 24 holdings

Baron Invt Funds Trust Small Cap Fundnon-equity

$15.0K–$50.0K1%

Baron Select Funds Emerging Markets FDnon-equity

$15.0K–$50.0K1%

Dodge & Cox Stk FDnon-equity

$15.0K–$50.0K1%

Eaton Vance Income Fund of Boston Class Inon-equity

$15.0K–$50.0K1%

ECSCX

$15.0K–$50.0K1%

No call

Invesco Developing Markets Fundnon-equity

$15.0K–$50.0K1%

ROWE T PRICE MID CAP GROWTH FUNDnon-equity

$15.0K–$50.0K1%

T Rowe Price Overseas Stock Fundnon-equity

$15.0K–$50.0K1%

Victory Sycamore Small Co Opptynon-equity

$15.0K–$50.0K1%

Virtus Ceredex Mid-Cap Value Equity Fund Class Inon-equity

$15.0K–$50.0K1%

Bank of Americanon-equity

$1.00K–$15.0K0%

Farming operation Portuguese Fraternal Society of Americanon-equity

$1.00K–$15.0K0%

CIVIX

$1.00K–$15.0K0%

No call

AEPFX

$1.00K–$15.0K0%

No call

Goldman Sachs FS Treasury Instruments Fundnon-equity

$1.00K–$15.0K0%

PIMCO Commodities Plus Strategy FD CLnon-equity

$1.00K–$15.0K0%

Reported asset value, disclosed ranges · how we built this

What Jim M. Costa did

1 disclosed trade

2016-05-12—set transaction type Date notification Date amount Heartland Financial USA, Inc.Exch

$1.00K–$15.0K

filed 160d latetraded 2015-12-04PTR ↗

How we built this

Holdings come from Jim M. Costa's latest annual STOCK Act financial disclosure — the year-end value of each asset, reported in ranges.

Figures cover the household as disclosed (self, spouse & dependents). Amounts are STOCK Act ranges, never exact. Disclosures lag the trade by up to ~45 days.

Our Buy/Hold/Sell verdict and fair value are our own SEC-grounded ratings of each stock — not a view on the member's trade, and not investment advice.

Source: U.S. House Clerk + U.S. Senate eFD (public records).

What Jim M. Costa owns now

Year-end holdings from their latest annual disclosure · 24 holdings · as of 2023

1,000 James M. Costa Farms (Sole Proprietorship)non-equity

$1.00M–$5.00M67%

None Rental Homenon-equity

$500K–$1.00M17%

Fresno, CA, US United Security Banknon-equity

$50.0K–$100K2%

Mainstay Winslow Large CAP Growth Fundnon-equity

$50.0K–$100K2%

MFS SER TR 1 VALUE FDnon-equity

$50.0K–$100K2%

200 Heartland Financial USA, Inc. (HTLF)non-equity

$15.0K–$50.0K1%

American Funds Washington Mutual Investors Fund Class F-2non-equity

$15.0K–$50.0K1%

Baird Aggregate Bond Fund Class Institutionalnon-equity

$15.0K–$50.0K1%

Show all 24 holdings

Baron Invt Funds Trust Small Cap Fundnon-equity

$15.0K–$50.0K1%

Baron Select Funds Emerging Markets FDnon-equity

$15.0K–$50.0K1%

Dodge & Cox Stk FDnon-equity

$15.0K–$50.0K1%

Eaton Vance Income Fund of Boston Class Inon-equity

$15.0K–$50.0K1%

ECSCX

$15.0K–$50.0K1%

No call

Invesco Developing Markets Fundnon-equity

$15.0K–$50.0K1%

ROWE T PRICE MID CAP GROWTH FUNDnon-equity

$15.0K–$50.0K1%

T Rowe Price Overseas Stock Fundnon-equity

$15.0K–$50.0K1%

Victory Sycamore Small Co Opptynon-equity

$15.0K–$50.0K1%

Virtus Ceredex Mid-Cap Value Equity Fund Class Inon-equity

$15.0K–$50.0K1%

Bank of Americanon-equity

$1.00K–$15.0K0%

Farming operation Portuguese Fraternal Society of Americanon-equity

$1.00K–$15.0K0%

CIVIX

$1.00K–$15.0K0%

No call

AEPFX

$1.00K–$15.0K0%

No call

Goldman Sachs FS Treasury Instruments Fundnon-equity

$1.00K–$15.0K0%

PIMCO Commodities Plus Strategy FD CLnon-equity

$1.00K–$15.0K0%

Reported asset value, disclosed ranges · how we built this