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Research & education only — not financial advice.TENK is not a registered investment adviser; calls are impersonal, generated from SEC filings and a delayed/third-party price feed, and may be wrong or out of date. The operator and an affiliated trading operation may hold or trade the securities TENK rates — see Disclosures. Do your own research.

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TTENK/calls
The BriefMarketsAll StocksNewsScreenerCommunity
TTENK/calls
The BriefMarketsAll StocksNewsScreenerCommunity
TTENK/calls
The BriefMarketsAll StocksNewsScreenerCommunity
← All congress trades
← Congress trades
ZL

Zoe Lofgren

U.S. House·CA·last disclosed 2026-01-06
Disclosed book · year-end value
$5.54M
midpoint est. · $2.43M–$8.66M — not market value
26 holdings · $1.95M equity · $3.60M non-equity
Our verdict on their book · $-weighted, equity only
Not covered100.0%
Disclosed trades
362
Buys · Sells
171 · 185
Median reporting lag
19d
avg 25d to disclose
Last disclosed
2026-01-06
Trade cadence · buys above, sells below · last 12 mo
Sep
Oct
Mar
Apr
Jun
Jul
Aug
Sep
Oct
Mar
May
Dec

What Zoe Lofgren owns now

Year-end holdings from their latest annual disclosure · 26 holdings · as of 2023

L
Law firm. Residential Rental Propertynon-equity
$1.00M–$5.00M54%
VO
VOTE
$351K–$765K10%
No call
FD
FDRXX
$101K–$265K3%
No call
GV
GVI
$101K–$265K3%
No call
U
Undetermined None Deskworks Inc.non-equity
$100K–$250K3%
L
Lynwood Unified School District GO Bondsnon-equity
$100K–$250K3%
FL
FLCNX
$100K–$250K3%
No call
M
MissionSquare PLUS R13 Fundnon-equity
$100K–$250K3%
▸Show all 26 holdings
VE
VEMPX
$100K–$250K3%
No call
AC
ACWX
$66.0K–$165K2%
No call
IQ
IQLT
$65.0K–$150K2%
No call
RE
RERGX
$50.0K–$100K1%
No call
VI
VIIIX
$50.0K–$100K1%
No call
PF
PFF
$30.0K–$100K1%
No call
IE
IEMG
$16.0K–$65.0K1%
No call
RE
REET
$16.0K–$65.0K1%
No call
VS
VSS
$16.0K–$65.0K1%
No call
S
Software company First Citizens Banknon-equity
$15.0K–$50.0K1%
I
Interestnon-equity
$15.0K–$50.0K1%
ET
ETILX
$15.0K–$50.0K1%
No call
HY
HYG
$15.0K–$50.0K1%
No call
GU
GUNR
$2.00K–$30.0K0%
No call
TO
TOLZ
$2.00K–$30.0K0%
No call
C
California State Public Works Board Lease Revenue Bonds, Ser. Dnon-equity
$1.00K–$15.0K0%
HY
HYMB
$1.00K–$15.0K0%
No call
IJ
IJR
$1.00K–$15.0K0%
No call

Reported asset value, disclosed ranges · how we built this

What Zoe Lofgren did

362 disclosed trades

2026-01-06—JT California State Public Works Board Lease Revenue Bonds, Ser. DSell
$1.00K–$15.0K
26d lagtraded 2025-12-11PTR ↗
2026-01-06—Collins/Lofgren Family Trust JT Lynwood Unified School District GO BondsSell
$100K–$250K
26d lagtraded 2025-12-11PTR ↗
2023-06-06ABBVSP AbbVie Inc.Sell
$1.00K–$15.0K
11d lagtraded 2023-05-26PTR ↗
2023-06-06ACNCorporate bond SP Accenture plc Class A Ordinary SharesSell
$1.00K–$15.0K
12d lagtraded 2023-05-25PTR ↗
2023-06-06ADBEJohn Marshall Collins Rollover IRA SP Adobe Inc.Sell
$1.00K–$15.0K
12d lagtraded 2023-05-25PTR ↗
2023-06-06AMZNJohn Marshall Collins Rollover IRA SP Amazon.com, Inc.Sell
$1.00K–$15.0K
11d lagtraded 2023-05-26PTR ↗
2023-06-06AEPCorporate bond SP American Electric Power Company, Inc.Sell
$1.00K–$15.0K
12d lagtraded 2023-05-25PTR ↗
2023-06-06AEPJohn Marshall Collins Rollover IRA SP American Electric Power Company, Inc.Sell
$1.00K–$15.0K
11d lagtraded 2023-05-26PTR ↗
2023-06-06AWKCorporate bond SP American Water Works Company, Inc.Sell
$1.00K–$15.0K
12d lagtraded 2023-05-25PTR ↗
2023-06-06BUDJohn Marshall Collins Rollover IRA SP Anheuser-Busch Inbev SA Sponsored ADRSell
$1.00K–$15.0K
12d lagtraded 2023-05-25PTR ↗
2023-06-06AONCorporate bond SP Aon plc Class A Ordinary SharesSell
$1.00K–$15.0K
12d lagtraded 2023-05-25PTR ↗
2023-06-06AMATJohn Marshall Collins Rollover IRA SP Applied Materials, Inc.Sell
$1.00K–$15.0K
11d lagtraded 2023-05-26PTR ↗
2023-06-06ARCCCorporate bond SP Ares Capital Corporation - Closed End FundSell
$1.00K–$15.0K
12d lagtraded 2023-05-25PTR ↗
2023-06-06ASMLhn Marshall Collins Rollover IRA SP ASML Holding N.V. - New York Registry SharesSell
$1.00K–$15.0K
12d lagtraded 2023-05-25PTR ↗
2023-06-06TJohn Marshall Collins Rollover IRA SP AT&T Inc.Sell
$1.00K–$15.0K
12d lagtraded 2023-05-25PTR ↗
2023-06-06—John Marshall Collins Rollover IRA SP Avangrid, Inc.Sell
$1.00K–$15.0K
12d lagtraded 2023-05-25PTR ↗
2023-06-06BACJohn Marshall Collins Rollover IRA SP Bank of America CorporationSell
$1.00K–$15.0K
12d lagtraded 2023-05-25PTR ↗
2023-06-06BACJohn Marshall Collins Rollover IRA SP Bank of America CorporationSell
$15.0K–$50.0K
11d lagtraded 2023-05-26PTR ↗
2023-06-06BMOCorporate bond SP Bank Of MontrealSell
$1.00K–$15.0K
11d lagtraded 2023-05-26PTR ↗
2023-06-06BCECorporate bond SP BCE, Inc.Sell
$1.00K–$15.0K
12d lagtraded 2023-05-25PTR ↗
2023-06-06BDXJohn Marshall Collins Rollover IRA SP Becton, Dickinson and CompanySell
$1.00K–$15.0K
12d lagtraded 2023-05-25PTR ↗
2023-06-06—John Marshall Collins Rollover IRA SP Berkshire Hathaway Inc. NewSell
$1.00K–$15.0K
12d lagtraded 2023-05-25PTR ↗
2023-06-06BXJohn Marshall Collins Rollover IRA SP Blackstone Inc.Sell
$1.00K–$15.0K
12d lagtraded 2023-05-25PTR ↗
2023-06-06CATJohn Marshall Collins Rollover IRA SP Caterpillar, Inc.Sell
$1.00K–$15.0K
11d lagtraded 2023-05-26PTR ↗
2023-06-06CINFCorporate bond SP Cincinnati Financial CorporationSell
$1.00K–$15.0K
12d lagtraded 2023-05-25PTR ↗
2023-06-06CTASJohn Marshall Collins Rollover IRA SP Cintas CorporationSell
$1.00K–$15.0K
12d lagtraded 2023-05-25PTR ↗
2023-06-06CSCOJohn Marshall Collins Rollover IRA SP Cisco Systems, Inc.Sell
$1.00K–$15.0K
12d lagtraded 2023-05-25PTR ↗
2023-06-06CSCOJohn Marshall Collins Rollover IRA SP Cisco Systems, Inc.Sell
$1.00K–$15.0K
11d lagtraded 2023-05-26PTR ↗
2023-06-06CCorporate bond SP Citigroup, Inc.Sell
$1.00K–$15.0K
11d lagtraded 2023-05-26PTR ↗
2023-06-06CMECorporate bond SP CME Group Inc. - Class ASell
$1.00K–$15.0K
12d lagtraded 2023-05-25PTR ↗
2023-06-06KOJohn Marshall Collins Rollover IRA SP Coca-Cola CompanySell
$1.00K–$15.0K
12d lagtraded 2023-05-25PTR ↗
2023-06-06CMCSAJohn Marshall Collins Rollover IRA SP Comcast Corporation - Class ASell
$1.00K–$15.0K
12d lagtraded 2023-05-25PTR ↗
2023-06-06COSTJohn Marshall Collins Rollover IRA SP Costco Wholesale CorporationSell
$1.00K–$15.0K
12d lagtraded 2023-05-25PTR ↗
2023-06-06CCIJohn Marshall Collins Rollover IRA SP Crown Castle Inc.Sell
$1.00K–$15.0K
12d lagtraded 2023-05-25PTR ↗
2023-06-06CVSJohn Marshall Collins Rollover IRA SP CVS Health CorporationSell
$1.00K–$15.0K
11d lagtraded 2023-05-26PTR ↗
2023-06-06DHRCorporate bond SP Danaher CorporationSell
$1.00K–$15.0K
12d lagtraded 2023-05-25PTR ↗
2023-06-06DECKJohn Marshall Collins Rollover IRA JT Deckers Outdoor CorporationSell
$1.00K–$15.0K
12d lagtraded 2023-05-25PTR ↗
2023-06-06DCollins/Lofgren Family Trust SP Dominion Energy, Inc.Sell
$1.00K–$15.0K
12d lagtraded 2023-05-25PTR ↗
2023-06-06DUKJohn Marshall Collins Rollover IRA SP Duke Energy CorporationSell
$1.00K–$15.0K
12d lagtraded 2023-05-25PTR ↗
2023-06-06EWJohn Marshall Collins Rollover IRA SP Edwards Lifesciences CorporationSell
$1.00K–$15.0K
12d lagtraded 2023-05-25PTR ↗
2023-06-06EMRJohn Marshall Collins Rollover IRA SP Emerson Electric CompanySell
$1.00K–$15.0K
12d lagtraded 2023-05-25PTR ↗
2023-06-06ETRJohn Marshall Collins Rollover IRA SP Entergy CorporationSell
$1.00K–$15.0K
12d lagtraded 2023-05-25PTR ↗
2023-06-06EQIXSP Equinix, Inc.Sell
$1.00K–$15.0K
12d lagtraded 2023-05-25PTR ↗
2023-06-06ESJohn Marshall Collins Rollover IRA SP Eversource EnergySell
$1.00K–$15.0K
12d lagtraded 2023-05-25PTR ↗
2023-06-06FITBJohn Marshall Collins Rollover IRA SP Fifth Third BancorpSell
$1.00K–$15.0K
12d lagtraded 2023-05-25PTR ↗
2023-06-06FHNJohn Marshall Collins Rollover IRA SP First Horizon CorporationSell
$1.00K–$15.0K
12d lagtraded 2023-05-25PTR ↗
2023-06-06GISJohn Marshall Collins Rollover IRA SP General Mills, Inc.Sell
$1.00K–$15.0K
12d lagtraded 2023-05-25PTR ↗
2023-06-06GILDJohn Marshall Collins Rollover IRA SP Gilead Sciences, Inc.Sell
$1.00K–$15.0K
12d lagtraded 2023-05-25PTR ↗
2023-06-06HIGJohn Marshall Collins Rollover IRA SP Hartford Financial Services Group, Inc.Sell
$1.00K–$15.0K
12d lagtraded 2023-05-25PTR ↗
2023-06-06HCAJohn Marshall Collins Rollover IRA SP HCA Healthcare, Inc.Sell
$1.00K–$15.0K
12d lagtraded 2023-05-25PTR ↗
2023-06-06—John Marshall Collins Rollover IRA SP Interpublic Group of Companies, Inc.Sell
$1.00K–$15.0K
12d lagtraded 2023-05-25PTR ↗
2023-06-06JEFJohn Marshall Collins Rollover IRA SP Jefferies Financial Group Inc.Sell
$1.00K–$15.0K
11d lagtraded 2023-05-26PTR ↗
2023-06-06JPMCorporate bond SP JP Morgan Chase & Co.Sell
$1.00K–$15.0K
12d lagtraded 2023-05-25PTR ↗
2023-06-06KLACJohn Marshall Collins Rollover IRA SP KLA CorporationSell
$1.00K–$15.0K
11d lagtraded 2023-05-26PTR ↗
2023-06-06LCIDCorporate bond JT Lucid Group, Inc.Sell
$1.00K–$15.0K
12d lagtraded 2023-05-25PTR ↗
2023-06-06MACollins/Lofgren Family Trust SP Mastercard IncorporatedSell
$1.00K–$15.0K
12d lagtraded 2023-05-25PTR ↗
2023-06-06MCDJohn Marshall Collins Rollover IRA SP McDonald's CorporationSell
$1.00K–$15.0K
12d lagtraded 2023-05-25PTR ↗
2023-06-06MRKJohn Marshall Collins Rollover IRA SP Merck & Company, Inc. Common StockSell
$1.00K–$15.0K
12d lagtraded 2023-05-25PTR ↗
2023-06-06METJohn Marshall Collins Rollover IRA SP MetLife, Inc.Sell
$1.00K–$15.0K
12d lagtraded 2023-05-25PTR ↗
2023-06-06MAAJohn Marshall Collins Rollover IRA SP Mid-America Apartment Communities, Inc.Sell
$1.00K–$15.0K
12d lagtraded 2023-05-25PTR ↗
2023-06-06MSJohn Marshall Collins Rollover IRA SP Morgan StanleySell
$1.00K–$15.0K
11d lagtraded 2023-05-26PTR ↗
2023-06-06NTAPSP NetApp, Inc.Sell
$1.00K–$15.0K
11d lagtraded 2023-05-26PTR ↗
2023-06-06NEECorporate bond SP NextEra Energy, Inc.Sell
$1.00K–$15.0K
12d lagtraded 2023-05-25PTR ↗
2023-06-06NNNJohn Marshall Collins Rollover IRA SP NNN REIT, Inc.Sell
$1.00K–$15.0K
12d lagtraded 2023-05-25PTR ↗
2023-06-06NXPIJohn Marshall Collins Rollover IRA SP NXP Semiconductors N.V.Sell
$1.00K–$15.0K
12d lagtraded 2023-05-25PTR ↗
2023-06-06ODFLJohn Marshall Collins Rollover IRA SP Old Dominion Freight Line, Inc.Sell
$1.00K–$15.0K
12d lagtraded 2023-05-25PTR ↗
2023-06-06OCLCFJohn Marshall Collins Rollover IRA SP Oracle Corporation Ordinary SharesSell
$15.0K–$50.0K
11d lagtraded 2023-05-26PTR ↗
2023-06-06—Corporate bond SP Paramount Global Ltd.Sell
$1.00K–$15.0K
11d lagtraded 2023-05-26PTR ↗
2023-06-06PAYXCorporate bond SP Paychex, Inc.Sell
$1.00K–$15.0K
12d lagtraded 2023-05-25PTR ↗
2023-06-06PEPJohn Marshall Collins Rollover IRA SP Pepsico, Inc.Sell
$1.00K–$15.0K
12d lagtraded 2023-05-25PTR ↗
2023-06-06PFESP Pfizer, Inc.Sell
$1.00K–$15.0K
11d lagtraded 2023-05-26PTR ↗
2023-06-06PGCorporate bond SP Procter & Gamble CompanySell
$1.00K–$15.0K
12d lagtraded 2023-05-25PTR ↗
2023-06-06PLDJohn Marshall Collins Rollover IRA SP ProLogis, Inc.Sell
$1.00K–$15.0K
12d lagtraded 2023-05-25PTR ↗
2023-06-06QCOMJohn Marshall Collins Rollover IRA SP QUALCOMM IncorporatedSell
$1.00K–$15.0K
12d lagtraded 2023-05-25PTR ↗
2023-06-06PWRJohn Marshall Collins Rollover IRA SP Quanta Services, Inc.Sell
$1.00K–$15.0K
12d lagtraded 2023-05-25PTR ↗
2023-06-06ROPJohn Marshall Collins Rollover IRA SP Roper Technologies, Inc.Sell
$1.00K–$15.0K
12d lagtraded 2023-05-25PTR ↗
2023-06-06SPGIJohn Marshall Collins Rollover IRA SP S&P Global Inc.Sell
$1.00K–$15.0K
12d lagtraded 2023-05-25PTR ↗
2023-06-06SHWJohn Marshall Collins Rollover IRA SP Sherwin-Williams CompanySell
$1.00K–$15.0K
12d lagtraded 2023-05-25PTR ↗
2023-06-06SONJohn Marshall Collins Rollover IRA SP Sonoco Products CompanySell
$1.00K–$15.0K
12d lagtraded 2023-05-25PTR ↗
2023-06-06SOJohn Marshall Collins Rollover IRA JT Southern CompanySell
$15.0K–$50.0K
12d lagtraded 2023-05-25PTR ↗
2023-06-06SBUXCollins/Lofgren Family Trust SP Starbucks CorporationSell
$1.00K–$15.0K
12d lagtraded 2023-05-25PTR ↗
2023-06-06TMOJohn Marshall Collins Rollover IRA SP Thermo Fisher Scientific IncSell
$1.00K–$15.0K
12d lagtraded 2023-05-25PTR ↗
2023-06-06TJXJohn Marshall Collins Rollover IRA SP TJX Companies, Inc.Sell
$1.00K–$15.0K
12d lagtraded 2023-05-25PTR ↗
2023-06-06TMUSJohn Marshall Collins Rollover IRA SP T-Mobile US, Inc.Sell
$1.00K–$15.0K
12d lagtraded 2023-05-25PTR ↗
2023-06-06TTJohn Marshall Collins Rollover IRA SP Trane Technologies plcSell
$1.00K–$15.0K
12d lagtraded 2023-05-25PTR ↗
2023-06-06TRUJohn Marshall Collins Rollover IRA SP TransUnionSell
$1.00K–$15.0K
12d lagtraded 2023-05-25PTR ↗
2023-06-06USBJohn Marshall Collins Rollover IRA SP U.S. BancorpSell
$1.00K–$15.0K
11d lagtraded 2023-05-26PTR ↗
2023-06-06UNPCorporate bond SP Union Pacific CorporationSell
$15.0K–$50.0K
11d lagtraded 2023-05-26PTR ↗
2023-06-06UNHCorporate bond SP UnitedHealth Group Incorporated Common StockSell
$1.00K–$15.0K
12d lagtraded 2023-05-25PTR ↗
2023-06-06VZCorporate bond SP Verizon Communications Inc.Sell
$1.00K–$15.0K
12d lagtraded 2023-05-25PTR ↗
2023-06-06VZJohn Marshall Collins Rollover IRA SP Verizon Communications Inc.Sell
$1.00K–$15.0K
11d lagtraded 2023-05-26PTR ↗
2023-06-06VCorporate bond SP Visa Inc.Sell
$1.00K–$15.0K
12d lagtraded 2023-05-25PTR ↗
2023-06-06—John Marshall Collins Rollover IRA SP Walgreens Boots Alliance, Inc.Sell
$1.00K–$15.0K
11d lagtraded 2023-05-26PTR ↗
2023-06-06DISCorporate bond SP Walt Disney CompanySell
$1.00K–$15.0K
12d lagtraded 2023-05-25PTR ↗
2023-06-06WFCJohn Marshall Collins Rollover IRA SP Wells Fargo & CompanySell
$1.00K–$15.0K
11d lagtraded 2023-05-26PTR ↗
2023-06-06—Corporate bond SP Westpac Banking CorporationSell
$1.00K–$15.0K
11d lagtraded 2023-05-26PTR ↗
2023-06-06ZTSSP Zoetis Inc. Class ASell
$1.00K–$15.0K
12d lagtraded 2023-05-25PTR ↗
2023-05-15—SP Deskworks Inc.Sell
$100K–$250K
filed 65d latetraded 2023-03-11PTR ↗
2023-05-15EXPESoftware company SP Expedia Group, Inc.Sell
$1.00K–$15.0K
filed 263d latetraded 2022-08-25PTR ↗
2023-05-15UNPJohn Marshall Collins Rollover IRA 2000093460 SP Union Pacific CorporationBuy
$15.0K–$50.0K
filed 406d latetraded 2022-04-04PTR ↗
2022-11-10—SP Credit Suisse USA Inc.Sell
$1.00K–$15.0K
35d lagtraded 2022-10-06PTR ↗
2022-10-11—SP AEP Texas Inc.Buy
$1.00K–$15.0K
32d lagtraded 2022-09-09PTR ↗
2022-10-11BUDCorporate bond SP Anheuser-Busch Inbev SA Sponsored ADRBuy
$1.00K–$15.0K
32d lagtraded 2022-09-09PTR ↗
2022-10-11BACJohn Marshall Collins Rollover IRA SP Bank of America CorporationBuy
$1.00K–$15.0K
32d lagtraded 2022-09-09PTR ↗
2022-10-11BDXJohn Marshall Collins Rollover IRA SP Becton, Dickinson and CompanyBuy
$1.00K–$15.0K
32d lagtraded 2022-09-09PTR ↗
2022-10-11GILDJohn Marshall Collins Rollover IRA SP Gilead Sciences, Inc.Buy
$1.00K–$15.0K
32d lagtraded 2022-09-09PTR ↗
2022-10-11PWRJohn Marshall Collins Rollover IRA SP Quanta Services, Inc.Buy
$1.00K–$15.0K
32d lagtraded 2022-09-09PTR ↗
2022-10-06KLAC2000093459 SP KLA CorporationBuy
$1.00K–$15.0K
filed 185d latetraded 2022-04-04PTR ↗
2022-10-06KLACendment is to identify the asset as corporate debt 2000096286 SP KLA CorporationSell
$1.00K–$15.0K
filed 90d latetraded 2022-07-08PTR ↗
2022-09-13AMATSP Applied Materials, Inc.Sell
$1.00K–$15.0K
19d lagtraded 2022-08-25PTR ↗
2022-09-13CRLMarshall Collins Rollover IRA SP Charles River Laboratories International, Inc.Sell
$1.00K–$15.0K
19d lagtraded 2022-08-25PTR ↗
2022-09-13DISJohn Marshall Collins Rollover IRA SP Walt Disney CompanyBuy
$1.00K–$15.0K
19d lagtraded 2022-08-25PTR ↗
2022-08-08KLACSP KLA CorporationSell
$1.00K–$15.0K
31d lagtraded 2022-07-08PTR ↗
2022-07-13ALLYSP Ally Financial Inc.Sell
$1.00K–$15.0K
28d lagtraded 2022-06-15PTR ↗
2022-05-10KLACSP KLA CorporationBuy
$1.00K–$15.0K
36d lagtraded 2022-04-04PTR ↗
2022-05-10SYFJohn Marshall Collins Rollover IRA SP Synchrony FinancialSell
$1.00K–$15.0K
12d lagtraded 2022-04-28PTR ↗
2022-05-10UNPJohn Marshall Collins Rollover IRA SP Union Pacific CorporationBuy
$15.0K–$50.0K
36d lagtraded 2022-04-04PTR ↗
2022-04-11AMZNSP Amazon.com, Inc.Buy
$1.00K–$15.0K
38d lagtraded 2022-03-04PTR ↗
2022-04-11CCorporate bond SP Citigroup, Inc.Buy
$1.00K–$15.0K
38d lagtraded 2022-03-04PTR ↗
2022-04-11—Corporate bond SP Tyson Foods IncSell
$1.00K–$15.0K
27d lagtraded 2022-03-15PTR ↗
2022-04-11—Corporate bond SP Vodafone Group PLCBuy
$1.00K–$15.0K
38d lagtraded 2022-03-04PTR ↗
2021-11-03AMZNSP Amazon.com, Inc.Sell
$1.00K–$15.0K
19d lagtraded 2021-10-15PTR ↗
2021-11-03CATJohn Marshall Collins Rollover IRA SP Caterpillar, Inc.Buy
$1.00K–$15.0K
29d lagtraded 2021-10-05PTR ↗
2021-11-03HDCorporate bond SP Home Depot, Inc.Sell
$1.00K–$15.0K
21d lagtraded 2021-10-13PTR ↗
2021-11-03LCIDJohn Marshall Collins Rollover IRA JT Lucid group, Inc.Buy
$1.00K–$15.0K
21d lagtraded 2021-10-13PTR ↗
2021-11-03PFECollins/Lofgren Family Trust SP Pfizer, Inc.Sell
$1.00K–$15.0K
21d lagtraded 2021-10-13PTR ↗
2021-11-03WMTJohn Marshall Collins Rollover IRA SP Walmart Inc.Sell
$1.00K–$15.0K
21d lagtraded 2021-10-13PTR ↗
2021-11-03—Med. Term NoteBuy
$1.00K–$15.0K
29d lagtraded 2021-10-05PTR ↗
2021-10-07ACNSP Accenture plc Class A Ordinary SharesBuy
$1.00K–$15.0K
35d lagtraded 2021-09-02PTR ↗
2021-10-07ALLYJohn Marshall Collins Rollover IRA SP Ally Financial Inc.Buy
$1.00K–$15.0K
35d lagtraded 2021-09-02PTR ↗
2021-10-07AMZNJohn Marshall Collins Rollover IRA SP Amazon.com, Inc.Buy
$1.00K–$15.0K
7d lagtraded 2021-09-30PTR ↗
2021-10-07AEPJohn Marshall Collins Rollover IRA SP American Electric Power Company, Inc.Buy
$1.00K–$15.0K
7d lagtraded 2021-09-30PTR ↗
2021-10-07AWKJohn Marshall Collins Rollover IRA SP American Water Works Company, Inc.Buy
$1.00K–$15.0K
7d lagtraded 2021-09-30PTR ↗
2021-10-07AON20019592 -- 1 of 8 -- SP Aon plc Class A Ordinary SharesBuy
$1.00K–$15.0K
35d lagtraded 2021-09-02PTR ↗
2021-10-07AMATJohn Marshall Collins Rollover IRA SP Applied Materials, Inc.Buy
$1.00K–$15.0K
7d lagtraded 2021-09-30PTR ↗
2021-10-07ARCCJohn Marshall Collins Rollover IRA SP Ares Capital Corporation - Closed End FundBuy
$1.00K–$15.0K
35d lagtraded 2021-09-02PTR ↗
2021-10-07ASMLhn Marshall Collins Rollover IRA SP ASML Holding N.V. - New York Registry SharesBuy
$1.00K–$15.0K
7d lagtraded 2021-09-30PTR ↗
2021-10-07TJohn Marshall Collins Rollover IRA SP AT&T Inc.Buy
$1.00K–$15.0K
7d lagtraded 2021-09-30PTR ↗
2021-10-07CRLMarshall Collins Rollover IRA SP Charles River Laboratories International, Inc.Buy
$1.00K–$15.0K
7d lagtraded 2021-09-30PTR ↗
2021-10-07CTASJohn Marshall Collins Rollover IRA SP Cintas CorporationBuy
$1.00K–$15.0K
35d lagtraded 2021-09-02PTR ↗
2021-10-07CSCOJohn Marshall Collins Rollover IRA SP Cisco Systems, Inc.Buy
$1.00K–$15.0K
7d lagtraded 2021-09-30PTR ↗
2021-10-07CMEJohn Marshall Collins Rollover IRA JT CME group Inc. - Class ABuy
$1.00K–$15.0K
35d lagtraded 2021-09-02PTR ↗
2021-10-07KOCollins/Lofgren Family Trust SP Coca-Cola CompanyBuy
$1.00K–$15.0K
35d lagtraded 2021-09-02PTR ↗
2021-10-07CMCSAJohn Marshall Collins Rollover IRA SP Comcast Corporation - Class ABuy
$1.00K–$15.0K
35d lagtraded 2021-09-02PTR ↗
2021-10-07COSTJohn Marshall Collins Rollover IRA SP Costco Wholesale CorporationBuy
$1.00K–$15.0K
35d lagtraded 2021-09-02PTR ↗
2021-10-07EWJohn Marshall Collins Rollover IRA SP Edwards Lifesciences CorporationBuy
$1.00K–$15.0K
35d lagtraded 2021-09-02PTR ↗
2021-10-07EQIXJohn Marshall Collins Rollover IRA SP Equinix, Inc.Buy
$1.00K–$15.0K
7d lagtraded 2021-09-30PTR ↗
2021-10-07ES-- 3 of 8 -- SP Eversource EnergyBuy
$1.00K–$15.0K
7d lagtraded 2021-09-30PTR ↗
2021-10-07EXPEJohn Marshall Collins Rollover IRA SP Expedia group, Inc.Buy
$1.00K–$15.0K
7d lagtraded 2021-09-30PTR ↗
2021-10-07FHNJohn Marshall Collins Rollover IRA SP First Horizon CorporationBuy
$1.00K–$15.0K
7d lagtraded 2021-09-30PTR ↗
2021-10-07—John Marshall Collins Rollover IRA SP gilead Sciences Inc.Sell
$1.00K–$15.0K
36d lagtraded 2021-09-01PTR ↗
2021-10-07HCAJohn Marshall Collins Rollover IRA SP HCA Healthcare, Inc.Buy
$1.00K–$15.0K
7d lagtraded 2021-09-30PTR ↗
2021-10-07JPMJohn Marshall Collins Rollover IRA SP JP Morgan Chase & Co.Buy
$1.00K–$15.0K
35d lagtraded 2021-09-02PTR ↗
2021-10-07MAJohn Marshall Collins Rollover IRA SP Mastercard IncorporatedBuy
$1.00K–$15.0K
7d lagtraded 2021-09-30PTR ↗
2021-10-07MRKJohn Marshall Collins Rollover IRA SP Merck & Company, Inc. Common StockBuy
$1.00K–$15.0K
7d lagtraded 2021-09-30PTR ↗
2021-10-07NNNJohn Marshall Collins Rollover IRA SP National Retail PropertiesBuy
$1.00K–$15.0K
7d lagtraded 2021-09-30PTR ↗
2021-10-07NWLJohn Marshall Collins Rollover IRA SP Newell brands Inc.Buy
$1.00K–$15.0K
7d lagtraded 2021-09-30PTR ↗
2021-10-07NEEJohn Marshall Collins Rollover IRA SP NextEra Energy, Inc.Buy
$1.00K–$15.0K
7d lagtraded 2021-09-30PTR ↗
2021-10-07NXPIJohn Marshall Collins Rollover IRA SP NXP Semiconductors N.V.Buy
$1.00K–$15.0K
35d lagtraded 2021-09-02PTR ↗
2021-10-07PEP-- 5 of 8 -- SP Pepsico, Inc.Buy
$1.00K–$15.0K
7d lagtraded 2021-09-30PTR ↗
2021-10-07PFEJohn Marshall Collins Rollover IRA SP Pfizer, Inc.Buy
$1.00K–$15.0K
7d lagtraded 2021-09-30PTR ↗
2021-10-07QCOMJohn Marshall Collins Rollover IRA SP QuALCOMM IncorporatedBuy
$1.00K–$15.0K
7d lagtraded 2021-09-30PTR ↗
2021-10-07ROPJohn Marshall Collins Rollover IRA SP Roper Technologies, Inc.Buy
$1.00K–$15.0K
7d lagtraded 2021-09-30PTR ↗
2021-10-07SHWJohn Marshall Collins Rollover IRA SP Sherwin-Williams CompanyBuy
$1.00K–$15.0K
35d lagtraded 2021-09-02PTR ↗
2021-10-07SYFJohn Marshall Collins Rollover IRA SP Synchrony FinancialBuy
$1.00K–$15.0K
7d lagtraded 2021-09-30PTR ↗
2021-10-07TMOJohn Marshall Collins Rollover IRA SP Thermo Fisher Scientific IncBuy
$1.00K–$15.0K
35d lagtraded 2021-09-02PTR ↗
2021-10-07TJXJohn Marshall Collins Rollover IRA SP TJX Companies, Inc.Buy
$1.00K–$15.0K
7d lagtraded 2021-09-30PTR ↗
2021-10-07TTJohn Marshall Collins Rollover IRA SP Trane Technologies plcBuy
$1.00K–$15.0K
35d lagtraded 2021-09-02PTR ↗
2021-10-07VZJohn Marshall Collins Rollover IRA SP Verizon Communications Inc.Buy
$1.00K–$15.0K
7d lagtraded 2021-09-30PTR ↗
2021-10-07VJohn Marshall Collins Rollover IRA SP Visa Inc.Buy
$1.00K–$15.0K
35d lagtraded 2021-09-02PTR ↗
2021-10-07WMTJohn Marshall Collins Rollover IRA SP Walmart Inc.Buy
$1.00K–$15.0K
35d lagtraded 2021-09-02PTR ↗
2021-10-07ZTSJohn Marshall Collins Rollover IRA SP Zoetis Inc. Class ABuy
$1.00K–$15.0K
35d lagtraded 2021-09-02PTR ↗
2021-09-10ACNCorporate bond SP Accenture plc Class A Ordinary SharesBuy
$1.00K–$15.0K
32d lagtraded 2021-08-09PTR ↗
2021-09-10ALLYJohn Marshall Collins Rollover IRA SP Ally Financial Inc.Buy
$1.00K–$15.0K
32d lagtraded 2021-08-09PTR ↗
2021-09-10AONCorporate bond SP Aon plc Class A Ordinary SharesBuy
$1.00K–$15.0K
32d lagtraded 2021-08-09PTR ↗
2021-09-10AMATJohn Marshall Collins Rollover IRA SP Applied Materials, Inc.Buy
$15.0K–$50.0K
32d lagtraded 2021-08-09PTR ↗
2021-09-10CTASJohn Marshall Collins Rollover IRA SP Cintas CorporationBuy
$1.00K–$15.0K
32d lagtraded 2021-08-09PTR ↗
2021-09-10CSCOJohn Marshall Collins Rollover IRA SP Cisco Systems, Inc.Sell
$1.00K–$15.0K
39d lagtraded 2021-08-02PTR ↗
2021-09-10—John Marshall Collins Rollover IRA SP Credit Suisse uSA Inc.Buy
$1.00K–$15.0K
32d lagtraded 2021-08-09PTR ↗
2021-09-10CVSCorporate bond SP CVS Health CorporationBuy
$1.00K–$15.0K
32d lagtraded 2021-08-09PTR ↗
2021-09-10CVSCorporate bond SP CVS Health CorporationSell
$1.00K–$15.0K
17d lagtraded 2021-08-24PTR ↗
2021-09-10EW-- 2 of 6 -- SP Edwards Lifesciences CorporationBuy
$1.00K–$15.0K
32d lagtraded 2021-08-09PTR ↗
2021-09-10HCAJohn Marshall Collins Rollover IRA SP HCA Healthcare, Inc.Sell
$1.00K–$15.0K
39d lagtraded 2021-08-02PTR ↗
2021-09-10—John Marshall Collins Rollover IRA SP Jefferies group LLCBuy
$1.00K–$15.0K
32d lagtraded 2021-08-09PTR ↗
2021-09-10JPMCorporate bond SP JP Morgan Chase & Co.Buy
$1.00K–$15.0K
32d lagtraded 2021-08-09PTR ↗
2021-09-10MAJohn Marshall Collins Rollover IRA SP Mastercard IncorporatedBuy
$1.00K–$15.0K
32d lagtraded 2021-08-09PTR ↗
2021-09-10MSJohn Marshall Collins Rollover IRA SP Morgan StanleyBuy
$1.00K–$15.0K
32d lagtraded 2021-08-09PTR ↗
2021-09-10NTAPCorporate bond SP NetApp, Inc.Buy
$1.00K–$15.0K
32d lagtraded 2021-08-09PTR ↗
2021-09-10NXPICorporate bond SP NXP Semiconductors N.V.Buy
$1.00K–$15.0K
32d lagtraded 2021-08-09PTR ↗
2021-09-10PFEJohn Marshall Collins Rollover IRA SP Pfizer, Inc.Buy
$1.00K–$15.0K
32d lagtraded 2021-08-09PTR ↗
2021-09-10QCOMCorporate bond SP QuALCOMM IncorporatedSell
$1.00K–$15.0K
39d lagtraded 2021-08-02PTR ↗
2021-09-10TMOJohn Marshall Collins Rollover IRA SP Thermo Fisher Scientific IncBuy
$1.00K–$15.0K
32d lagtraded 2021-08-09PTR ↗
2021-09-10TTJohn Marshall Collins Rollover IRA SP Trane Technologies plcBuy
$1.00K–$15.0K
32d lagtraded 2021-08-09PTR ↗
2021-09-10—-- 4 of 6 -- SP uS bancorpBuy
$1.00K–$15.0K
32d lagtraded 2021-08-09PTR ↗
2021-09-10VZCorporate bond SP Verizon Communications Inc.Buy
$1.00K–$15.0K
32d lagtraded 2021-08-09PTR ↗
2021-09-10—Corporate bond SP ViacomCbS Inc.Buy
$1.00K–$15.0K
32d lagtraded 2021-08-09PTR ↗
2021-09-10VCorporate bond SP Visa Inc.Buy
$1.00K–$15.0K
32d lagtraded 2021-08-09PTR ↗
2021-09-10ZTSCorporate bond SP Zoetis Inc. Class ABuy
$1.00K–$15.0K
32d lagtraded 2021-08-09PTR ↗
2020-08-12—SP Anheuser-busch Inbev FinSell
$1.00K–$15.0K
36d lagtraded 2020-07-07PTR ↗
2020-08-12WMCorporate bond SP Waste Management, Inc.Sell
$1.00K–$15.0K
23d lagtraded 2020-07-20PTR ↗
2020-07-08CSCOSP Cisco Systems, Inc.Buy
$1.00K–$15.0K
22d lagtraded 2020-06-16PTR ↗
2020-07-08HCAJohn Marshall Collins Rollover IRA SP HCA Healthcare, Inc.Buy
$1.00K–$15.0K
23d lagtraded 2020-06-15PTR ↗
2020-07-08QCOMJohn Marshall Collins Rollover IRA SP QuALCOMM IncorporatedBuy
$1.00K–$15.0K
22d lagtraded 2020-06-16PTR ↗
2020-07-08—John Marshall Collins Rollover IRA SP Verizon Comm. Inc.Sell
$1.00K–$15.0K
9d lagtraded 2020-06-29PTR ↗
2020-04-11—John Marshall Collins Rollover IRA SP Healthcare Trust of America, Inc. Class ASell
$1.00K–$15.0K
19d lagtraded 2020-03-23PTR ↗
2020-04-11AEPJohn Marshall Collins Rollover IRA SP American Electric Power Company, Inc.Sell
$1.00K–$15.0K
19d lagtraded 2020-03-23PTR ↗
2020-04-11AWKJohn Marshall Collins Rollover IRA SP American Water Works Company, Inc.Sell
$1.00K–$15.0K
19d lagtraded 2020-03-23PTR ↗
2020-04-11APHJohn Marshall Collins Rollover IRA SP Amphenol CorporationSell
$1.00K–$15.0K
25d lagtraded 2020-03-17PTR ↗
2020-04-11AAPLJohn Marshall Collins Rollover IRA SP Apple Inc.Sell
$1.00K–$15.0K
19d lagtraded 2020-03-23PTR ↗
2020-04-11ARCC20016393 -- 1 of 8 -- SP Ares Capital Corporation - Closed End FundSell
$1.00K–$15.0K
19d lagtraded 2020-03-23PTR ↗
2020-04-11TJohn Marshall Collins Rollover IRA SP AT&T Inc.Sell
$1.00K–$15.0K
19d lagtraded 2020-03-23PTR ↗
2020-04-11CINFJohn Marshall Collins Rollover IRA SP Cincinnati Financial CorporationSell
$1.00K–$15.0K
19d lagtraded 2020-03-23PTR ↗
2020-04-11CTASJohn Marshall Collins Rollover IRA SP Cintas CorporationSell
$1.00K–$15.0K
19d lagtraded 2020-03-23PTR ↗
2020-04-11CMEJohn Marshall Collins Rollover IRA SP CME group Inc. - Class ASell
$1.00K–$15.0K
19d lagtraded 2020-03-23PTR ↗
2020-04-11CMSJohn Marshall Collins Rollover IRA SP CMS Energy CorporationSell
$1.00K–$15.0K
19d lagtraded 2020-03-23PTR ↗
2020-04-11KOJohn Marshall Collins Rollover IRA SP Coca-Cola CompanySell
$1.00K–$15.0K
19d lagtraded 2020-03-23PTR ↗
2020-04-11CLJohn Marshall Collins Rollover IRA SP Colgate-Palmolive CompanySell
$1.00K–$15.0K
19d lagtraded 2020-03-23PTR ↗
2020-04-11CMCSAJohn Marshall Collins Rollover IRA SP Comcast Corporation - Class ASell
$1.00K–$15.0K
19d lagtraded 2020-03-23PTR ↗
2020-04-11COSTJohn Marshall Collins Rollover IRA SP Costco Wholesale CorporationSell
$1.00K–$15.0K
19d lagtraded 2020-03-23PTR ↗
2020-04-11EWJohn Marshall Collins Rollover IRA SP Edwards Lifesciences CorporationSell
$1.00K–$15.0K
19d lagtraded 2020-03-23PTR ↗
2020-04-11EPRJohn Marshall Collins Rollover IRA SP EPR PropertiesSell
$1.00K–$15.0K
26d lagtraded 2020-03-16PTR ↗
2020-04-11ESS-- 3 of 8 -- SP Essex Property Trust, Inc.Sell
$1.00K–$15.0K
19d lagtraded 2020-03-23PTR ↗
2020-04-11ESJohn Marshall Collins Rollover IRA SP Eversource EnergySell
$1.00K–$15.0K
19d lagtraded 2020-03-23PTR ↗
2020-04-11INTCJohn Marshall Collins Rollover IRA SP Intel CorporationSell
$1.00K–$15.0K
19d lagtraded 2020-03-23PTR ↗
2020-04-11JNJJohn Marshall Collins Rollover IRA SP Johnson & JohnsonSell
$1.00K–$15.0K
19d lagtraded 2020-03-23PTR ↗
2020-04-11JPMJohn Marshall Collins Rollover IRA SP JP Morgan Chase & Co.Sell
$1.00K–$15.0K
19d lagtraded 2020-03-23PTR ↗
2020-04-11LAMRJohn Marshall Collins Rollover IRA SP Lamar Advertising Company - Class ASell
$1.00K–$15.0K
19d lagtraded 2020-03-23PTR ↗
2020-04-11MAJohn Marshall Collins Rollover IRA SP Mastercard IncorporatedSell
$1.00K–$15.0K
19d lagtraded 2020-03-23PTR ↗
2020-04-11MRKJohn Marshall Collins Rollover IRA SP Merck & Company, Inc. Common StockSell
$1.00K–$15.0K
19d lagtraded 2020-03-23PTR ↗
2020-04-11MSFTJohn Marshall Collins Rollover IRA SP Microsoft CorporationSell
$1.00K–$15.0K
19d lagtraded 2020-03-23PTR ↗
2020-04-11MAAJohn Marshall Collins Rollover IRA SP Mid-America Apartment Communities, Inc.Sell
$1.00K–$15.0K
19d lagtraded 2020-03-23PTR ↗
2020-04-11NNNJohn Marshall Collins Rollover IRA SP National Retail PropertiesSell
$1.00K–$15.0K
19d lagtraded 2020-03-23PTR ↗
2020-04-11NEEJohn Marshall Collins Rollover IRA SP NextEra Energy, Inc.Sell
$1.00K–$15.0K
19d lagtraded 2020-03-23PTR ↗
2020-04-11PAYXJohn Marshall Collins Rollover IRA SP Paychex, Inc.Sell
$1.00K–$15.0K
19d lagtraded 2020-03-23PTR ↗
2020-04-11PEPJohn Marshall Collins Rollover IRA SP Pepsico, Inc.Sell
$1.00K–$15.0K
19d lagtraded 2020-03-23PTR ↗
2020-04-11PNCJohn Marshall Collins Rollover IRA SP PNC Financial Services group, Inc.Sell
$1.00K–$15.0K
25d lagtraded 2020-03-17PTR ↗
2020-04-11PHMJohn Marshall Collins Rollover IRA SP Pultegroup, Inc.Sell
$1.00K–$15.0K
19d lagtraded 2020-03-23PTR ↗
2020-04-11SYYJohn Marshall Collins Rollover IRA SP Sysco CorporationSell
$1.00K–$15.0K
26d lagtraded 2020-03-16PTR ↗
2020-04-11TMOJohn Marshall Collins Rollover IRA SP Thermo Fisher Scientific IncSell
$1.00K–$15.0K
19d lagtraded 2020-03-23PTR ↗
2020-04-11TTJohn Marshall Collins Rollover IRA SP Trane Technologies plcSell
$1.00K–$15.0K
19d lagtraded 2020-03-23PTR ↗
2020-04-11VZJohn Marshall Collins Rollover IRA SP Verizon Communications Inc.Sell
$1.00K–$15.0K
19d lagtraded 2020-03-23PTR ↗
2020-04-11VJohn Marshall Collins Rollover IRA SP Visa Inc.Sell
$1.00K–$15.0K
19d lagtraded 2020-03-23PTR ↗
2020-04-11WPCJohn Marshall Collins Rollover IRA SP W. P. Carey Inc. REITSell
$1.00K–$15.0K
19d lagtraded 2020-03-23PTR ↗
2020-04-11WMTJohn Marshall Collins Rollover IRA SP Walmart Inc.Sell
$1.00K–$15.0K
19d lagtraded 2020-03-23PTR ↗
2020-04-11XELJohn Marshall Collins Rollover IRA SP Xcel Energy Inc.Sell
$1.00K–$15.0K
19d lagtraded 2020-03-23PTR ↗
2020-04-11ZTSJohn Marshall Collins Rollover IRA SP Zoetis Inc. Class ASell
$1.00K–$15.0K
19d lagtraded 2020-03-23PTR ↗
2020-03-10AONSP Aon plc Class A Ordinary SharesBuy
$1.00K–$15.0K
21d lagtraded 2020-02-18PTR ↗
2020-03-10PLDJohn Marshall Collins Rollover IRA SP ProLogis, Inc.Exch
$1.00K–$15.0K
35d lagtraded 2020-02-04PTR ↗
2019-12-09—SP Bank of Montreal Medium Term NoteBuy
$1.00K–$15.0K
14d lagtraded 2019-11-25PTR ↗
2019-12-09—Non-callable SP Waste Management Inc.Buy
$1.00K–$15.0K
14d lagtraded 2019-11-25PTR ↗
2019-11-08—SP Pepsico Inc.Buy
$15.0K–$50.0K
18d lagtraded 2019-10-21PTR ↗
2019-11-08—Corporate bond SP Simon Property groupSell
$1.00K–$15.0K
32d lagtraded 2019-10-07PTR ↗
2019-11-08—Corporate bond SP Six Flags Entertainment Corporation NewSell
$1.00K–$15.0K
8d lagtraded 2019-10-31PTR ↗
2019-10-08—John Marshall Collins Rollover IRA SP Cisco Systems Inc. NoncallableBuy
$15.0K–$50.0K
29d lagtraded 2019-09-09PTR ↗
2019-10-08—Corporate bond SP Comerica IncorporatedSell
$1.00K–$15.0K
27d lagtraded 2019-09-11PTR ↗
2019-10-08MAJohn Marshall Collins Rollover IRA SP Mastercard IncorporatedSell
$1.00K–$15.0K
27d lagtraded 2019-09-11PTR ↗
2019-10-08—John Marshall Collins Rollover IRA SP Pepsico IncSell
$15.0K–$50.0K
8d lagtraded 2019-09-30PTR ↗
2019-10-08PHMCorporate bond SP Pultegroup, Inc.Sell
$1.00K–$15.0K
27d lagtraded 2019-09-11PTR ↗
2019-10-08VJohn Marshall Collins Rollover IRA SP Visa Inc.Sell
$1.00K–$15.0K
27d lagtraded 2019-09-11PTR ↗
2019-10-08WPCJohn Marshall Collins Rollover IRA SP W.P. Carey Inc. REITSell
$1.00K–$15.0K
27d lagtraded 2019-09-11PTR ↗
2019-10-08ZTSJohn Marshall Collins Rollover IRA SP Zoetis Inc. Class ASell
$1.00K–$15.0K
27d lagtraded 2019-09-11PTR ↗
2019-08-07STISP SunTrust banks, Inc.Sell
$1.00K–$15.0K
36d lagtraded 2019-07-02PTR ↗
2019-07-08—SP Dow Chemical CoSell
$1.00K–$15.0K
19d lagtraded 2019-06-19PTR ↗
2019-05-08—SP Anheuser-Busch Inbev FinSell
$1.00K–$15.0K
13d lagtraded 2019-04-25PTR ↗
2019-05-08—Corporate Bond SP Westpac Banking Corp NoncallableBuy
$15.0K–$50.0K
37d lagtraded 2019-04-01PTR ↗
2019-04-09—SP Anheuser-Busch Inbev FinBuy
$15.0K–$50.0K
29d lagtraded 2019-03-11PTR ↗
2019-04-09—Corporate Bond SP AT&T Inc.Buy
$1.00K–$15.0K
21d lagtraded 2019-03-19PTR ↗
2019-04-09—Corporate Bond SP Bank of America Corp. MTNBuy
$15.0K–$50.0K
21d lagtraded 2019-03-19PTR ↗
2019-04-09—Corporate Bond SP Bank of Nova Scotia MTNBuy
$1.00K–$15.0K
21d lagtraded 2019-03-19PTR ↗
2019-04-09—Corporate Bond SP Capital One Finl CoBuy
$1.00K–$15.0K
15d lagtraded 2019-03-25PTR ↗
2019-04-09—20011434 -- 1 of 4 -- SP Citigroup Inc.Buy
$15.0K–$50.0K
29d lagtraded 2019-03-11PTR ↗
2019-04-09—Corporate Bond SP Dow Chemical Co.Buy
$1.00K–$15.0K
15d lagtraded 2019-03-25PTR ↗
2019-04-09—Corporate Bond SP general Motors Finl CoBuy
$1.00K–$15.0K
21d lagtraded 2019-03-19PTR ↗
2019-04-09—Corporate Bond SP gilead Sciences Inc.Buy
$1.00K–$15.0K
21d lagtraded 2019-03-19PTR ↗
2019-04-09—Corporate Bond SP goldman Sachs grp Inc. MTNBuy
$15.0K–$50.0K
29d lagtraded 2019-03-11PTR ↗
2019-04-09—Corporate Bond SP Home Depot Inc.Buy
$1.00K–$15.0K
15d lagtraded 2019-03-25PTR ↗
2019-04-09—Corporate Bond SP JP Morgan Chase & Co.Buy
$15.0K–$50.0K
15d lagtraded 2019-03-25PTR ↗
2019-04-09—Corporate Bond SP Morgan StanleyBuy
$1.00K–$15.0K
29d lagtraded 2019-03-11PTR ↗
2019-04-09—-- 2 of 4 -- SP Oracle Corp.Buy
$15.0K–$50.0K
21d lagtraded 2019-03-19PTR ↗
2019-04-09—Corporate Bond SP Pepsico Inc.Buy
$15.0K–$50.0K
28d lagtraded 2019-03-12PTR ↗
2019-04-09—Corporate Bond SP Simon Property groupBuy
$1.00K–$15.0K
15d lagtraded 2019-03-25PTR ↗
2019-04-09—Corporate Bond SP Sumitomo Mitsui Finl grpBuy
$1.00K–$15.0K
29d lagtraded 2019-03-11PTR ↗
2019-04-09—Corporate Bond SP Tyson Foods Inc.Buy
$1.00K–$15.0K
15d lagtraded 2019-03-25PTR ↗
2019-04-09—Corporate Bond SP united Parcel ServiceBuy
$15.0K–$50.0K
15d lagtraded 2019-03-25PTR ↗
2019-04-09—Corporate Bond SP Verizon Comm Inc.Buy
$1.00K–$15.0K
29d lagtraded 2019-03-11PTR ↗
2019-04-09—Corporate Bond SP Wells Fargo Co MTNBuy
$15.0K–$50.0K
15d lagtraded 2019-03-25PTR ↗
2018-12-14MMMSP 3M CompanySell
$1.00K–$15.0K
42d lagtraded 2018-11-02PTR ↗
2018-12-14—John Marshall Collins Rollover IRA SP Comerica IncorporatedBuy
$1.00K–$15.0K
42d lagtraded 2018-11-02PTR ↗
2018-12-14ECLJohn Marshall Collins Rollover IRA SP Ecolab Inc.Sell
$1.00K–$15.0K
42d lagtraded 2018-11-02PTR ↗
2018-12-14TXNJohn Marshall Collins Rollover IRA SP Texas Instruments IncorporatedSell
$1.00K–$15.0K
42d lagtraded 2018-11-02PTR ↗
2018-09-13LLYJohn Marshall Collins Rollover IRA SP Eli Lilly and CompanySell
$1.00K–$15.0K
14d lagtraded 2018-08-30PTR ↗
2018-09-13LIIJohn Marshall Collins Rollover IRA SP Lennox International, Inc.Sell
$1.00K–$15.0K
14d lagtraded 2018-08-30PTR ↗
2018-09-13PPL20010292 -- 1 of 2 -- SP PPL CorporationSell
$1.00K–$15.0K
14d lagtraded 2018-08-30PTR ↗
2018-09-13VMCJohn Marshall Collins Rollover IRA SP Vulcan Materials CompanySell
$1.00K–$15.0K
14d lagtraded 2018-08-30PTR ↗
2018-07-05DOWSP Dow Chemical CompanyExch
$1.00K–$15.0K
filed 307d latetraded 2017-09-01PTR ↗
2018-07-05LTCChemical Co. stock for DowDupont Inc. following merger. SP LTC Properties, Inc.Sell
$1.00K–$15.0K
22d lagtraded 2018-06-13PTR ↗
2018-07-05—John Marshall Collins Rollover IRA SP Time Warner Inc. NewExch
$1.00K–$15.0K
20d lagtraded 2018-06-15PTR ↗
2017-11-14—n Date amount JT California State Public Works board Lease Revenue bonds, Ser. DBuy
$1.00K–$15.0K
33d lagtraded 2017-10-12PTR ↗
2017-11-14CMSCollins/Lofgren Family Trust SP CMS Energy CorporationBuy
$1.00K–$15.0K
18d lagtraded 2017-10-27PTR ↗
2017-11-14NEEJohn Marshall Collins Rollover IRA SP NextEra Energy, Inc.Buy
$1.00K–$15.0K
18d lagtraded 2017-10-27PTR ↗
2017-10-18EFXS iD owner asset transaction type Date notification Date amount SP Equifax, Inc.Sell
$1.00K–$15.0K
27d lagtraded 2017-09-21PTR ↗
2017-09-13—n type Date notification Date amount JT Lynwood unified School District gO bondsBuy
$100K–$250K
34d lagtraded 2017-08-10PTR ↗
2017-07-18AEPJohn Marshall Collins Rollover IRA SP American Electric Power Company, Inc.Buy
$1.00K–$15.0K
33d lagtraded 2017-06-15PTR ↗
2017-07-18AWKJohn Marshall Collins Rollover IRA SP American Water Works Company, Inc.Buy
$1.00K–$15.0K
33d lagtraded 2017-06-15PTR ↗
2017-07-18APHJohn Marshall Collins Rollover IRA SP Amphenol CorporationBuy
$1.00K–$15.0K
33d lagtraded 2017-06-15PTR ↗
2017-07-18AAPLJohn Marshall Collins Rollover IRA SP Apple Inc.Buy
$1.00K–$15.0K
33d lagtraded 2017-06-15PTR ↗
2017-07-18ARCCJohn Marshall Collins Rollover IRA SP Ares Capital Corporation - Closed End FundBuy
$1.00K–$15.0K
33d lagtraded 2017-06-15PTR ↗
2017-07-18TJohn Marshall Collins Rollover IRA SP AT&T Inc.Buy
$1.00K–$15.0K
33d lagtraded 2017-06-15PTR ↗
2017-07-18CINFJohn Marshall Collins Rollover IRA SP Cincinnati Financial CorporationBuy
$1.00K–$15.0K
33d lagtraded 2017-06-15PTR ↗
2017-07-18CTASJohn Marshall Collins Rollover IRA SP Cintas CorporationBuy
$1.00K–$15.0K
33d lagtraded 2017-06-15PTR ↗
2017-07-18CMEJohn Marshall Collins Rollover IRA SP CME group Inc. - Class ABuy
$1.00K–$15.0K
33d lagtraded 2017-06-15PTR ↗
2017-07-18KOJohn Marshall Collins Rollover IRA SP Coca-Cola CompanyBuy
$1.00K–$15.0K
33d lagtraded 2017-06-15PTR ↗
2017-07-18CLJohn Marshall Collins Rollover IRA SP Colgate-Palmolive CompanyBuy
$1.00K–$15.0K
33d lagtraded 2017-06-15PTR ↗
2017-07-18CMCSAJohn Marshall Collins Rollover IRA SP Comcast Corporation - Class ABuy
$1.00K–$15.0K
33d lagtraded 2017-06-15PTR ↗
2017-07-18—John Marshall Collins Rollover IRA SP Consolidated Communications Holdings, Inc.Buy
$1.00K–$15.0K
33d lagtraded 2017-06-15PTR ↗
2017-07-18COSTJohn Marshall Collins Rollover IRA SP Costco Wholesale CorporationBuy
$1.00K–$15.0K
33d lagtraded 2017-06-15PTR ↗
2017-07-18ECLJohn Marshall Collins Rollover IRA SP Ecolab Inc.Buy
$1.00K–$15.0K
33d lagtraded 2017-06-15PTR ↗
2017-07-18EWJohn Marshall Collins Rollover IRA SP Edwards Lifesciences CorporationBuy
$1.00K–$15.0K
33d lagtraded 2017-06-15PTR ↗
2017-07-18LLYsaction Type Date Notification Date Amount -- 3 of 8 -- SP Eli Lilly and CompanyBuy
$1.00K–$15.0K
33d lagtraded 2017-06-15PTR ↗
2017-07-18EPRJohn Marshall Collins Rollover IRA SP EPR PropertiesBuy
$1.00K–$15.0K
33d lagtraded 2017-06-15PTR ↗
2017-07-18EFXJohn Marshall Collins Rollover IRA SP Equifax, Inc.Buy
$1.00K–$15.0K
33d lagtraded 2017-06-15PTR ↗
2017-07-18ESSJohn Marshall Collins Rollover IRA SP Essex Property Trust, Inc.Buy
$1.00K–$15.0K
33d lagtraded 2017-06-15PTR ↗
2017-07-18ESJohn Marshall Collins Rollover IRA SP Eversource EnergyBuy
$1.00K–$15.0K
33d lagtraded 2017-06-15PTR ↗
2017-07-18—John Marshall Collins Rollover IRA SP Healthcare Trust of America, Inc. Class ABuy
$1.00K–$15.0K
33d lagtraded 2017-06-15PTR ↗
2017-07-18IRransaction Type Date Notification Date Amount -- 4 of 8 -- SP Ingersoll-Rand plcBuy
$1.00K–$15.0K
33d lagtraded 2017-06-15PTR ↗
2017-07-18INTCJohn Marshall Collins Rollover IRA SP Intel CorporationBuy
$1.00K–$15.0K
33d lagtraded 2017-06-15PTR ↗
2017-07-18JNJJohn Marshall Collins Rollover IRA SP Johnson & JohnsonBuy
$1.00K–$15.0K
33d lagtraded 2017-06-15PTR ↗
2017-07-18JPMJohn Marshall Collins Rollover IRA SP JP Morgan Chase & Co.Buy
$1.00K–$15.0K
33d lagtraded 2017-06-15PTR ↗
2017-07-18LIIJohn Marshall Collins Rollover IRA SP Lennox International, Inc.Buy
$1.00K–$15.0K
33d lagtraded 2017-06-15PTR ↗
2017-07-18—John Marshall Collins Rollover IRA SP Liberty Property TrustBuy
$1.00K–$15.0K
33d lagtraded 2017-06-15PTR ↗
2017-07-18LTCJohn Marshall Collins Rollover IRA SP LTC Properties, Inc.Buy
$1.00K–$15.0K
33d lagtraded 2017-06-15PTR ↗
2017-07-18MAJohn Marshall Collins Rollover IRA SP Mastercard IncorporatedBuy
$1.00K–$15.0K
33d lagtraded 2017-06-15PTR ↗
2017-07-18MRKDate Notification Date Amount -- 5 of 8 -- SP Merck & Company, Inc. Common StockBuy
$1.00K–$15.0K
33d lagtraded 2017-06-15PTR ↗
2017-07-18MSFTJohn Marshall Collins Rollover IRA SP Microsoft CorporationBuy
$1.00K–$15.0K
33d lagtraded 2017-06-15PTR ↗
2017-07-18MAAJohn Marshall Collins Rollover IRA SP Mid-America Apartment Communities, Inc.Buy
$1.00K–$15.0K
33d lagtraded 2017-06-15PTR ↗
2017-07-18NNNJohn Marshall Collins Rollover IRA SP National Retail PropertiesBuy
$1.00K–$15.0K
33d lagtraded 2017-06-15PTR ↗
2017-07-18PAYXJohn Marshall Collins Rollover IRA SP Paychex, Inc.Buy
$1.00K–$15.0K
33d lagtraded 2017-06-15PTR ↗
2017-07-18PEPJohn Marshall Collins Rollover IRA SP Pepsico, Inc.Buy
$1.00K–$15.0K
33d lagtraded 2017-06-15PTR ↗
2017-07-18PNCJohn Marshall Collins Rollover IRA SP PNC Financial Services group, Inc.Buy
$1.00K–$15.0K
33d lagtraded 2017-06-15PTR ↗
2017-07-18PPLJohn Marshall Collins Rollover IRA SP PPL CorporationBuy
$1.00K–$15.0K
33d lagtraded 2017-06-15PTR ↗
2017-07-18PHMTransaction Type Date Notification Date Amount -- 6 of 8 -- SP Pultegroup, Inc.Buy
$1.00K–$15.0K
33d lagtraded 2017-06-15PTR ↗
2017-07-18—John Marshall Collins Rollover IRA SP Six Flags Entertainment Corporation NewBuy
$1.00K–$15.0K
33d lagtraded 2017-06-15PTR ↗
2017-07-18STIJohn Marshall Collins Rollover IRA SP SunTrust banks, Inc.Buy
$1.00K–$15.0K
33d lagtraded 2017-06-15PTR ↗
2017-07-18SYYJohn Marshall Collins Rollover IRA SP Sysco CorporationBuy
$1.00K–$15.0K
33d lagtraded 2017-06-15PTR ↗
2017-07-18TMOJohn Marshall Collins Rollover IRA SP Thermo Fisher Scientific IncBuy
$1.00K–$15.0K
33d lagtraded 2017-06-15PTR ↗
2017-07-18—John Marshall Collins Rollover IRA SP Time Warner Inc. NewBuy
$1.00K–$15.0K
33d lagtraded 2017-06-15PTR ↗
2017-07-18VZJohn Marshall Collins Rollover IRA SP Verizon Communications Inc.Buy
$1.00K–$15.0K
33d lagtraded 2017-06-15PTR ↗
2017-07-18VJohn Marshall Collins Rollover IRA SP Visa Inc.Buy
$1.00K–$15.0K
33d lagtraded 2017-06-15PTR ↗
2017-07-18VMCJohn Marshall Collins Rollover IRA SP Vulcan Materials CompanyBuy
$1.00K–$15.0K
33d lagtraded 2017-06-15PTR ↗
2017-07-18WPCJohn Marshall Collins Rollover IRA SP W.P. Carey Inc. REITBuy
$1.00K–$15.0K
33d lagtraded 2017-06-15PTR ↗
2017-07-18WMTJohn Marshall Collins Rollover IRA SP Wal-Mart Stores, Inc.Buy
$1.00K–$15.0K
33d lagtraded 2017-06-15PTR ↗
2017-07-18—John Marshall Collins Rollover IRA SP Welltower Inc.Buy
$1.00K–$15.0K
33d lagtraded 2017-06-15PTR ↗
2017-07-18XELJohn Marshall Collins Rollover IRA SP Xcel Energy Inc.Buy
$1.00K–$15.0K
33d lagtraded 2017-06-15PTR ↗
2017-07-18ZTSJohn Marshall Collins Rollover IRA SP Zoetis Inc. Class ABuy
$1.00K–$15.0K
33d lagtraded 2017-06-15PTR ↗
2017-05-03—ansaction type Date notification Date amount 2000023184 JT SolarCity CorporationExch
$1.00K–$15.0K
filed 162d latetraded 2016-11-22PTR ↗
2017-04-14—n type Date notification Date amount JT California state general Obligation bondExch
$1.00K–$15.0K
24d lagtraded 2017-03-21PTR ↗
2016-12-28—er asset transaction type Date notification Date amount JT SolarCity CorporationExch
$50.0K–$100K
36d lagtraded 2016-11-22PTR ↗
2016-10-24—er asset transaction type Date notification Date amount JT SolarCity CorporationBuy
$1.00K–$15.0K
12d lagtraded 2016-10-12PTR ↗
2016-05-11WFCer asset transaction type Date notification Date amount JT Wells Fargo & CompanySell
$1.00K–$15.0K
13d lagtraded 2016-04-28PTR ↗
2016-03-08DECKet transaction type Date notification Date amount JT Deckers Outdoor CorporationBuy
$1.00K–$15.0K
19d lagtraded 2016-02-18PTR ↗
2016-01-22WFCuBS Financial Service Downtown College Prep Charitable. JT Wells Fargo & CompanySell
$1.00K–$15.0K
30d lagtraded 2015-12-23PTR ↗
2015-08-19CVXwner asset transaction type Date notification Date amount JT Chevron CorporationSell
$15.0K–$50.0K
20d lagtraded 2015-07-30PTR ↗
How we built this

Holdings come from Zoe Lofgren'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).