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

Law firm. Residential Rental Propertynon-equity

$1.00M–$5.00M54%

VOTE

$351K–$765K10%

No call

FDRXX

$101K–$265K3%

No call

GVI

$101K–$265K3%

No call

Undetermined None Deskworks Inc.non-equity

$100K–$250K3%

Lynwood Unified School District GO Bondsnon-equity

$100K–$250K3%

FLCNX

$100K–$250K3%

No call

MissionSquare PLUS R13 Fundnon-equity

$100K–$250K3%

Show all 26 holdings

VEMPX

$100K–$250K3%

No call

ACWX

$66.0K–$165K2%

No call

IQLT

$65.0K–$150K2%

No call

RERGX

$50.0K–$100K1%

No call

VIIIX

$50.0K–$100K1%

No call

PFF

$30.0K–$100K1%

No call

IEMG

$16.0K–$65.0K1%

No call

REET

$16.0K–$65.0K1%

No call

VSS

$16.0K–$65.0K1%

No call

Software company First Citizens Banknon-equity

$15.0K–$50.0K1%

Interestnon-equity

$15.0K–$50.0K1%

ETILX

$15.0K–$50.0K1%

No call

HYG

$15.0K–$50.0K1%

No call

GUNR

$2.00K–$30.0K0%

No call

TOLZ

$2.00K–$30.0K0%

No call

California State Public Works Board Lease Revenue Bonds, Ser. Dnon-equity

$1.00K–$15.0K0%

HYMB

$1.00K–$15.0K0%

No call

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. D▼ Sell

$1.00K–$15.0K

26d lagtraded 2025-12-11PTR ↗

2026-01-06—Collins/Lofgren Family Trust JT Lynwood Unified School District GO Bonds▼ Sell

$100K–$250K

26d lagtraded 2025-12-11PTR ↗

2023-06-06ABBVHoldSP AbbVie Inc.▼ Sell

$1.00K–$15.0K

11d lagtraded 2023-05-26PTR ↗

2023-06-06ACNBuyCorporate bond SP Accenture plc Class A Ordinary Shares▼ Sell

$1.00K–$15.0K

12d lagtraded 2023-05-25PTR ↗

2023-06-06ADBEBuyJohn Marshall Collins Rollover IRA SP Adobe Inc.▼ Sell

$1.00K–$15.0K

12d lagtraded 2023-05-25PTR ↗

2023-06-06AMZNBuyJohn Marshall Collins Rollover IRA SP Amazon.com, Inc.▼ Sell

$1.00K–$15.0K

11d lagtraded 2023-05-26PTR ↗

2023-06-06AEPHoldCorporate bond SP American Electric Power Company, Inc.▼ Sell

$1.00K–$15.0K

12d lagtraded 2023-05-25PTR ↗

2023-06-06AEPHoldJohn Marshall Collins Rollover IRA SP American Electric Power Company, Inc.▼ Sell

$1.00K–$15.0K

11d lagtraded 2023-05-26PTR ↗

2023-06-06AWKHoldCorporate 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 ADR▼ Sell

$1.00K–$15.0K

12d lagtraded 2023-05-25PTR ↗

2023-06-06AONHoldCorporate bond SP Aon plc Class A Ordinary Shares▼ Sell

$1.00K–$15.0K

12d lagtraded 2023-05-25PTR ↗

2023-06-06AMATSellJohn Marshall Collins Rollover IRA SP Applied Materials, Inc.▼ Sell

$1.00K–$15.0K

11d lagtraded 2023-05-26PTR ↗

2023-06-06ARCCBuyCorporate bond SP Ares Capital Corporation - Closed End Fund▼ Sell

$1.00K–$15.0K

12d lagtraded 2023-05-25PTR ↗

2023-06-06ASMLhn Marshall Collins Rollover IRA SP ASML Holding N.V. - New York Registry Shares▼ Sell

$1.00K–$15.0K

12d lagtraded 2023-05-25PTR ↗

2023-06-06THoldJohn 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 ↗

2023-06-06BACHoldJohn Marshall Collins Rollover IRA SP Bank of America Corporation▼ Sell

$1.00K–$15.0K

12d lagtraded 2023-05-25PTR ↗

2023-06-06BACHoldJohn Marshall Collins Rollover IRA SP Bank of America Corporation▼ Sell

$15.0K–$50.0K

11d lagtraded 2023-05-26PTR ↗

2023-06-06BMOCorporate bond SP Bank Of Montreal▼ Sell

$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 ↗

2023-06-06BDXHoldJohn Marshall Collins Rollover IRA SP Becton, Dickinson and Company▼ Sell

$1.00K–$15.0K

12d lagtraded 2023-05-25PTR ↗

2023-06-06—John Marshall Collins Rollover IRA SP Berkshire Hathaway Inc. New▼ Sell

$1.00K–$15.0K

12d lagtraded 2023-05-25PTR ↗

2023-06-06BXHoldJohn Marshall Collins Rollover IRA SP Blackstone Inc.▼ Sell

$1.00K–$15.0K

12d lagtraded 2023-05-25PTR ↗

2023-06-06CATSellJohn Marshall Collins Rollover IRA SP Caterpillar, Inc.▼ Sell

$1.00K–$15.0K

11d lagtraded 2023-05-26PTR ↗

2023-06-06CINFBuyCorporate bond SP Cincinnati Financial Corporation▼ Sell

$1.00K–$15.0K

12d lagtraded 2023-05-25PTR ↗

2023-06-06CTASHoldJohn Marshall Collins Rollover IRA SP Cintas Corporation▼ Sell

$1.00K–$15.0K

12d lagtraded 2023-05-25PTR ↗

2023-06-06CSCOSellJohn Marshall Collins Rollover IRA SP Cisco Systems, Inc.▼ Sell

$1.00K–$15.0K

12d lagtraded 2023-05-25PTR ↗

2023-06-06CSCOSellJohn Marshall Collins Rollover IRA SP Cisco Systems, Inc.▼ Sell

$1.00K–$15.0K

11d lagtraded 2023-05-26PTR ↗

2023-06-06CHoldCorporate bond SP Citigroup, Inc.▼ Sell

$1.00K–$15.0K

11d lagtraded 2023-05-26PTR ↗

2023-06-06CMEBuyCorporate bond SP CME Group Inc. - Class A▼ Sell

$1.00K–$15.0K

12d lagtraded 2023-05-25PTR ↗

2023-06-06KOHoldJohn Marshall Collins Rollover IRA SP Coca-Cola Company▼ Sell

$1.00K–$15.0K

12d lagtraded 2023-05-25PTR ↗

2023-06-06CMCSAJohn Marshall Collins Rollover IRA SP Comcast Corporation - Class A▼ Sell

$1.00K–$15.0K

12d lagtraded 2023-05-25PTR ↗

2023-06-06COSTHoldJohn Marshall Collins Rollover IRA SP Costco Wholesale Corporation▼ Sell

$1.00K–$15.0K

12d lagtraded 2023-05-25PTR ↗

2023-06-06CCIHoldJohn Marshall Collins Rollover IRA SP Crown Castle Inc.▼ Sell

$1.00K–$15.0K

12d lagtraded 2023-05-25PTR ↗

2023-06-06CVSHoldJohn Marshall Collins Rollover IRA SP CVS Health Corporation▼ Sell

$1.00K–$15.0K

11d lagtraded 2023-05-26PTR ↗

2023-06-06DHRHoldCorporate bond SP Danaher Corporation▼ Sell

$1.00K–$15.0K

12d lagtraded 2023-05-25PTR ↗

2023-06-06DECKBuyJohn Marshall Collins Rollover IRA JT Deckers Outdoor Corporation▼ Sell

$1.00K–$15.0K

12d lagtraded 2023-05-25PTR ↗

2023-06-06DHoldCollins/Lofgren Family Trust SP Dominion Energy, Inc.▼ Sell

$1.00K–$15.0K

12d lagtraded 2023-05-25PTR ↗

2023-06-06DUKHoldJohn Marshall Collins Rollover IRA SP Duke Energy Corporation▼ Sell

$1.00K–$15.0K

12d lagtraded 2023-05-25PTR ↗

2023-06-06EWHoldJohn Marshall Collins Rollover IRA SP Edwards Lifesciences Corporation▼ Sell

$1.00K–$15.0K

12d lagtraded 2023-05-25PTR ↗

2023-06-06EMRHoldJohn Marshall Collins Rollover IRA SP Emerson Electric Company▼ Sell

$1.00K–$15.0K

12d lagtraded 2023-05-25PTR ↗

2023-06-06ETRHoldJohn Marshall Collins Rollover IRA SP Entergy Corporation▼ Sell

$1.00K–$15.0K

12d lagtraded 2023-05-25PTR ↗

2023-06-06EQIXHoldSP Equinix, Inc.▼ Sell

$1.00K–$15.0K

12d lagtraded 2023-05-25PTR ↗

2023-06-06ESBuyJohn Marshall Collins Rollover IRA SP Eversource Energy▼ Sell

$1.00K–$15.0K

12d lagtraded 2023-05-25PTR ↗

2023-06-06FITBHoldJohn Marshall Collins Rollover IRA SP Fifth Third Bancorp▼ Sell

$1.00K–$15.0K

12d lagtraded 2023-05-25PTR ↗

2023-06-06FHNBuyJohn Marshall Collins Rollover IRA SP First Horizon Corporation▼ Sell

$1.00K–$15.0K

12d lagtraded 2023-05-25PTR ↗

2023-06-06GISHoldJohn Marshall Collins Rollover IRA SP General Mills, Inc.▼ Sell

$1.00K–$15.0K

12d lagtraded 2023-05-25PTR ↗

2023-06-06GILDHoldJohn Marshall Collins Rollover IRA SP Gilead Sciences, Inc.▼ Sell

$1.00K–$15.0K

12d lagtraded 2023-05-25PTR ↗

2023-06-06HIGBuyJohn Marshall Collins Rollover IRA SP Hartford Financial Services Group, Inc.▼ Sell

$1.00K–$15.0K

12d lagtraded 2023-05-25PTR ↗

2023-06-06HCABuyJohn 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 ↗

2023-06-06JEFHoldJohn Marshall Collins Rollover IRA SP Jefferies Financial Group Inc.▼ Sell

$1.00K–$15.0K

11d lagtraded 2023-05-26PTR ↗

2023-06-06JPMHoldCorporate bond SP JP Morgan Chase & Co.▼ Sell

$1.00K–$15.0K

12d lagtraded 2023-05-25PTR ↗

2023-06-06KLACBuyJohn Marshall Collins Rollover IRA SP KLA Corporation▼ Sell

$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 ↗

2023-06-06MABuyCollins/Lofgren Family Trust SP Mastercard Incorporated▼ Sell

$1.00K–$15.0K

12d lagtraded 2023-05-25PTR ↗

2023-06-06MCDHoldJohn Marshall Collins Rollover IRA SP McDonald's Corporation▼ Sell

$1.00K–$15.0K

12d lagtraded 2023-05-25PTR ↗

2023-06-06MRKHoldJohn Marshall Collins Rollover IRA SP Merck & Company, Inc. Common Stock▼ Sell

$1.00K–$15.0K

12d lagtraded 2023-05-25PTR ↗

2023-06-06METHoldJohn Marshall Collins Rollover IRA SP MetLife, Inc.▼ Sell

$1.00K–$15.0K

12d lagtraded 2023-05-25PTR ↗

2023-06-06MAAHoldJohn Marshall Collins Rollover IRA SP Mid-America Apartment Communities, Inc.▼ Sell

$1.00K–$15.0K

12d lagtraded 2023-05-25PTR ↗

2023-06-06MSHoldJohn Marshall Collins Rollover IRA SP Morgan Stanley▼ Sell

$1.00K–$15.0K

11d lagtraded 2023-05-26PTR ↗

2023-06-06NTAPHoldSP NetApp, Inc.▼ Sell

$1.00K–$15.0K

11d lagtraded 2023-05-26PTR ↗

2023-06-06NEEHoldCorporate bond SP NextEra Energy, Inc.▼ Sell

$1.00K–$15.0K

12d lagtraded 2023-05-25PTR ↗

2023-06-06NNNHoldJohn Marshall Collins Rollover IRA SP NNN REIT, Inc.▼ Sell

$1.00K–$15.0K

12d lagtraded 2023-05-25PTR ↗

2023-06-06NXPIHoldJohn Marshall Collins Rollover IRA SP NXP Semiconductors N.V.▼ Sell

$1.00K–$15.0K

12d lagtraded 2023-05-25PTR ↗

2023-06-06ODFLHoldJohn 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 Shares▼ Sell

$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 ↗

2023-06-06PAYXHoldCorporate bond SP Paychex, Inc.▼ Sell

$1.00K–$15.0K

12d lagtraded 2023-05-25PTR ↗

2023-06-06PEPHoldJohn Marshall Collins Rollover IRA SP Pepsico, Inc.▼ Sell

$1.00K–$15.0K

12d lagtraded 2023-05-25PTR ↗

2023-06-06PFEHoldSP Pfizer, Inc.▼ Sell

$1.00K–$15.0K

11d lagtraded 2023-05-26PTR ↗

2023-06-06PGHoldCorporate bond SP Procter & Gamble Company▼ Sell

$1.00K–$15.0K

12d lagtraded 2023-05-25PTR ↗

2023-06-06PLDHoldJohn Marshall Collins Rollover IRA SP ProLogis, Inc.▼ Sell

$1.00K–$15.0K

12d lagtraded 2023-05-25PTR ↗

2023-06-06QCOMHoldJohn Marshall Collins Rollover IRA SP QUALCOMM Incorporated▼ Sell

$1.00K–$15.0K

12d lagtraded 2023-05-25PTR ↗

2023-06-06PWRHoldJohn Marshall Collins Rollover IRA SP Quanta Services, Inc.▼ Sell

$1.00K–$15.0K

12d lagtraded 2023-05-25PTR ↗

2023-06-06ROPBuyJohn Marshall Collins Rollover IRA SP Roper Technologies, Inc.▼ Sell

$1.00K–$15.0K

12d lagtraded 2023-05-25PTR ↗

2023-06-06SPGIBuyJohn Marshall Collins Rollover IRA SP S&P Global Inc.▼ Sell

$1.00K–$15.0K

12d lagtraded 2023-05-25PTR ↗

2023-06-06SHWHoldJohn Marshall Collins Rollover IRA SP Sherwin-Williams Company▼ Sell

$1.00K–$15.0K

12d lagtraded 2023-05-25PTR ↗

2023-06-06SONBuyJohn Marshall Collins Rollover IRA SP Sonoco Products Company▼ Sell

$1.00K–$15.0K

12d lagtraded 2023-05-25PTR ↗

2023-06-06SOHoldJohn Marshall Collins Rollover IRA JT Southern Company▼ Sell

$15.0K–$50.0K

12d lagtraded 2023-05-25PTR ↗

2023-06-06SBUXSellCollins/Lofgren Family Trust SP Starbucks Corporation▼ Sell

$1.00K–$15.0K

12d lagtraded 2023-05-25PTR ↗

2023-06-06TMOHoldJohn Marshall Collins Rollover IRA SP Thermo Fisher Scientific Inc▼ Sell

$1.00K–$15.0K

12d lagtraded 2023-05-25PTR ↗

2023-06-06TJXHoldJohn Marshall Collins Rollover IRA SP TJX Companies, Inc.▼ Sell

$1.00K–$15.0K

12d lagtraded 2023-05-25PTR ↗

2023-06-06TMUSBuyJohn Marshall Collins Rollover IRA SP T-Mobile US, Inc.▼ Sell

$1.00K–$15.0K

12d lagtraded 2023-05-25PTR ↗

2023-06-06TTHoldJohn Marshall Collins Rollover IRA SP Trane Technologies plc▼ Sell

$1.00K–$15.0K

12d lagtraded 2023-05-25PTR ↗

2023-06-06TRUBuyJohn Marshall Collins Rollover IRA SP TransUnion▼ Sell

$1.00K–$15.0K

12d lagtraded 2023-05-25PTR ↗

2023-06-06USBBuyJohn Marshall Collins Rollover IRA SP U.S. Bancorp▼ Sell

$1.00K–$15.0K

11d lagtraded 2023-05-26PTR ↗

2023-06-06UNPHoldCorporate bond SP Union Pacific Corporation▼ Sell

$15.0K–$50.0K

11d lagtraded 2023-05-26PTR ↗

2023-06-06UNHSellCorporate bond SP UnitedHealth Group Incorporated Common Stock▼ Sell

$1.00K–$15.0K

12d lagtraded 2023-05-25PTR ↗

2023-06-06VZHoldCorporate bond SP Verizon Communications Inc.▼ Sell

$1.00K–$15.0K

12d lagtraded 2023-05-25PTR ↗

2023-06-06VZHoldJohn Marshall Collins Rollover IRA SP Verizon Communications Inc.▼ Sell

$1.00K–$15.0K

11d lagtraded 2023-05-26PTR ↗

2023-06-06VHoldCorporate 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 ↗

2023-06-06DISHoldCorporate bond SP Walt Disney Company▼ Sell

$1.00K–$15.0K

12d lagtraded 2023-05-25PTR ↗

2023-06-06WFCBuyJohn Marshall Collins Rollover IRA SP Wells Fargo & Company▼ Sell

$1.00K–$15.0K

11d lagtraded 2023-05-26PTR ↗

2023-06-06—Corporate bond SP Westpac Banking Corporation▼ Sell

$1.00K–$15.0K

11d lagtraded 2023-05-26PTR ↗

2023-06-06ZTSBuySP Zoetis Inc. Class A▼ Sell

$1.00K–$15.0K

12d lagtraded 2023-05-25PTR ↗

2023-05-15—SP Deskworks Inc.▼ Sell

$100K–$250K

65d latetraded 2023-03-11PTR ↗

2023-05-15EXPEBuySoftware company SP Expedia Group, Inc.▼ Sell

$1.00K–$15.0K

263d latetraded 2022-08-25PTR ↗

2023-05-15UNPHoldJohn Marshall Collins Rollover IRA 2000093460 SP Union Pacific Corporation▲ Buy

$15.0K–$50.0K

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 ADR▲ Buy

$1.00K–$15.0K

32d lagtraded 2022-09-09PTR ↗

2022-10-11BACHoldJohn Marshall Collins Rollover IRA SP Bank of America Corporation▲ Buy

$1.00K–$15.0K

32d lagtraded 2022-09-09PTR ↗

2022-10-11BDXHoldJohn Marshall Collins Rollover IRA SP Becton, Dickinson and Company▲ Buy

$1.00K–$15.0K

32d lagtraded 2022-09-09PTR ↗

2022-10-11GILDHoldJohn Marshall Collins Rollover IRA SP Gilead Sciences, Inc.▲ Buy

$1.00K–$15.0K

32d lagtraded 2022-09-09PTR ↗

2022-10-11PWRHoldJohn Marshall Collins Rollover IRA SP Quanta Services, Inc.▲ Buy

$1.00K–$15.0K

32d lagtraded 2022-09-09PTR ↗

2022-10-06KLACBuy2000093459 SP KLA Corporation▲ Buy

$1.00K–$15.0K

185d latetraded 2022-04-04PTR ↗

2022-10-06KLACBuyendment is to identify the asset as corporate debt 2000096286 SP KLA Corporation▼ Sell

$1.00K–$15.0K

90d latetraded 2022-07-08PTR ↗

2022-09-13AMATSellSP Applied Materials, Inc.▼ Sell

$1.00K–$15.0K

19d lagtraded 2022-08-25PTR ↗

2022-09-13CRLHoldMarshall Collins Rollover IRA SP Charles River Laboratories International, Inc.▼ Sell

$1.00K–$15.0K

19d lagtraded 2022-08-25PTR ↗

2022-09-13DISHoldJohn Marshall Collins Rollover IRA SP Walt Disney Company▲ Buy

$1.00K–$15.0K

19d lagtraded 2022-08-25PTR ↗

2022-08-08KLACBuySP KLA Corporation▼ Sell

$1.00K–$15.0K

31d lagtraded 2022-07-08PTR ↗

2022-07-13ALLYHoldSP Ally Financial Inc.▼ Sell

$1.00K–$15.0K

28d lagtraded 2022-06-15PTR ↗

2022-05-10KLACBuySP KLA Corporation▲ Buy

$1.00K–$15.0K

36d lagtraded 2022-04-04PTR ↗

2022-05-10SYFBuyJohn Marshall Collins Rollover IRA SP Synchrony Financial▼ Sell

$1.00K–$15.0K

12d lagtraded 2022-04-28PTR ↗

2022-05-10UNPHoldJohn Marshall Collins Rollover IRA SP Union Pacific Corporation▲ Buy

$15.0K–$50.0K

36d lagtraded 2022-04-04PTR ↗

2022-04-11AMZNBuySP Amazon.com, Inc.▲ Buy

$1.00K–$15.0K

38d lagtraded 2022-03-04PTR ↗

2022-04-11CHoldCorporate bond SP Citigroup, Inc.▲ Buy

$1.00K–$15.0K

38d lagtraded 2022-03-04PTR ↗

2022-04-11—Corporate bond SP Tyson Foods Inc▼ Sell

$1.00K–$15.0K

27d lagtraded 2022-03-15PTR ↗

2022-04-11—Corporate bond SP Vodafone Group PLC▲ Buy

$1.00K–$15.0K

38d lagtraded 2022-03-04PTR ↗

2021-11-03AMZNBuySP Amazon.com, Inc.▼ Sell

$1.00K–$15.0K

19d lagtraded 2021-10-15PTR ↗

2021-11-03CATSellJohn Marshall Collins Rollover IRA SP Caterpillar, Inc.▲ Buy

$1.00K–$15.0K

29d lagtraded 2021-10-05PTR ↗

2021-11-03HDHoldCorporate 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 ↗

2021-11-03PFEHoldCollins/Lofgren Family Trust SP Pfizer, Inc.▼ Sell

$1.00K–$15.0K

21d lagtraded 2021-10-13PTR ↗

2021-11-03WMTHoldJohn Marshall Collins Rollover IRA SP Walmart Inc.▼ Sell

$1.00K–$15.0K

21d lagtraded 2021-10-13PTR ↗

2021-11-03—Med. Term Note▲ Buy

$1.00K–$15.0K

29d lagtraded 2021-10-05PTR ↗

2021-10-07ACNBuySP Accenture plc Class A Ordinary Shares▲ Buy

$1.00K–$15.0K

35d lagtraded 2021-09-02PTR ↗

2021-10-07ALLYHoldJohn Marshall Collins Rollover IRA SP Ally Financial Inc.▲ Buy

$1.00K–$15.0K

35d lagtraded 2021-09-02PTR ↗

2021-10-07AMZNBuyJohn Marshall Collins Rollover IRA SP Amazon.com, Inc.▲ Buy

$1.00K–$15.0K

7d lagtraded 2021-09-30PTR ↗

2021-10-07AEPHoldJohn Marshall Collins Rollover IRA SP American Electric Power Company, Inc.▲ Buy

$1.00K–$15.0K

7d lagtraded 2021-09-30PTR ↗

2021-10-07AWKHoldJohn Marshall Collins Rollover IRA SP American Water Works Company, Inc.▲ Buy

$1.00K–$15.0K

7d lagtraded 2021-09-30PTR ↗

2021-10-07AONHold20019592 -- 1 of 8 -- SP Aon plc Class A Ordinary Shares▲ Buy

$1.00K–$15.0K

35d lagtraded 2021-09-02PTR ↗

2021-10-07AMATSellJohn Marshall Collins Rollover IRA SP Applied Materials, Inc.▲ Buy

$1.00K–$15.0K

7d lagtraded 2021-09-30PTR ↗

2021-10-07ARCCBuyJohn Marshall Collins Rollover IRA SP Ares Capital Corporation - Closed End Fund▲ Buy

$1.00K–$15.0K

35d lagtraded 2021-09-02PTR ↗

2021-10-07ASMLhn Marshall Collins Rollover IRA SP ASML Holding N.V. - New York Registry Shares▲ Buy

$1.00K–$15.0K

7d lagtraded 2021-09-30PTR ↗

2021-10-07THoldJohn Marshall Collins Rollover IRA SP AT&T Inc.▲ Buy

$1.00K–$15.0K

7d lagtraded 2021-09-30PTR ↗

2021-10-07CRLHoldMarshall Collins Rollover IRA SP Charles River Laboratories International, Inc.▲ Buy

$1.00K–$15.0K

7d lagtraded 2021-09-30PTR ↗

2021-10-07CTASHoldJohn Marshall Collins Rollover IRA SP Cintas Corporation▲ Buy

$1.00K–$15.0K

35d lagtraded 2021-09-02PTR ↗

2021-10-07CSCOSellJohn Marshall Collins Rollover IRA SP Cisco Systems, Inc.▲ Buy

$1.00K–$15.0K

7d lagtraded 2021-09-30PTR ↗

2021-10-07CMEBuyJohn Marshall Collins Rollover IRA JT CME group Inc. - Class A▲ Buy

$1.00K–$15.0K

35d lagtraded 2021-09-02PTR ↗

2021-10-07KOHoldCollins/Lofgren Family Trust SP Coca-Cola Company▲ Buy

$1.00K–$15.0K

35d lagtraded 2021-09-02PTR ↗

2021-10-07CMCSAJohn Marshall Collins Rollover IRA SP Comcast Corporation - Class A▲ Buy

$1.00K–$15.0K

35d lagtraded 2021-09-02PTR ↗

2021-10-07COSTHoldJohn Marshall Collins Rollover IRA SP Costco Wholesale Corporation▲ Buy

$1.00K–$15.0K

35d lagtraded 2021-09-02PTR ↗

2021-10-07EWHoldJohn Marshall Collins Rollover IRA SP Edwards Lifesciences Corporation▲ Buy

$1.00K–$15.0K

35d lagtraded 2021-09-02PTR ↗

2021-10-07EQIXHoldJohn Marshall Collins Rollover IRA SP Equinix, Inc.▲ Buy

$1.00K–$15.0K

7d lagtraded 2021-09-30PTR ↗

2021-10-07ESBuy-- 3 of 8 -- SP Eversource Energy▲ Buy

$1.00K–$15.0K

7d lagtraded 2021-09-30PTR ↗

2021-10-07EXPEBuyJohn Marshall Collins Rollover IRA SP Expedia group, Inc.▲ Buy

$1.00K–$15.0K

7d lagtraded 2021-09-30PTR ↗

2021-10-07FHNBuyJohn Marshall Collins Rollover IRA SP First Horizon Corporation▲ Buy

$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 ↗

2021-10-07HCABuyJohn Marshall Collins Rollover IRA SP HCA Healthcare, Inc.▲ Buy

$1.00K–$15.0K

7d lagtraded 2021-09-30PTR ↗

2021-10-07JPMHoldJohn Marshall Collins Rollover IRA SP JP Morgan Chase & Co.▲ Buy

$1.00K–$15.0K

35d lagtraded 2021-09-02PTR ↗

2021-10-07MABuyJohn Marshall Collins Rollover IRA SP Mastercard Incorporated▲ Buy

$1.00K–$15.0K

7d lagtraded 2021-09-30PTR ↗

2021-10-07MRKHoldJohn Marshall Collins Rollover IRA SP Merck & Company, Inc. Common Stock▲ Buy

$1.00K–$15.0K

7d lagtraded 2021-09-30PTR ↗

2021-10-07NNNHoldJohn Marshall Collins Rollover IRA SP National Retail Properties▲ Buy

$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 ↗

2021-10-07NEEHoldJohn Marshall Collins Rollover IRA SP NextEra Energy, Inc.▲ Buy

$1.00K–$15.0K

7d lagtraded 2021-09-30PTR ↗

2021-10-07NXPIHoldJohn Marshall Collins Rollover IRA SP NXP Semiconductors N.V.▲ Buy

$1.00K–$15.0K

35d lagtraded 2021-09-02PTR ↗

2021-10-07PEPHold-- 5 of 8 -- SP Pepsico, Inc.▲ Buy

$1.00K–$15.0K

7d lagtraded 2021-09-30PTR ↗

2021-10-07PFEHoldJohn Marshall Collins Rollover IRA SP Pfizer, Inc.▲ Buy

$1.00K–$15.0K

7d lagtraded 2021-09-30PTR ↗

2021-10-07QCOMHoldJohn Marshall Collins Rollover IRA SP QuALCOMM Incorporated▲ Buy

$1.00K–$15.0K

7d lagtraded 2021-09-30PTR ↗

2021-10-07ROPBuyJohn Marshall Collins Rollover IRA SP Roper Technologies, Inc.▲ Buy

$1.00K–$15.0K

7d lagtraded 2021-09-30PTR ↗

2021-10-07SHWHoldJohn Marshall Collins Rollover IRA SP Sherwin-Williams Company▲ Buy

$1.00K–$15.0K

35d lagtraded 2021-09-02PTR ↗

2021-10-07SYFBuyJohn Marshall Collins Rollover IRA SP Synchrony Financial▲ Buy

$1.00K–$15.0K

7d lagtraded 2021-09-30PTR ↗

2021-10-07TMOHoldJohn Marshall Collins Rollover IRA SP Thermo Fisher Scientific Inc▲ Buy

$1.00K–$15.0K

35d lagtraded 2021-09-02PTR ↗

2021-10-07TJXHoldJohn Marshall Collins Rollover IRA SP TJX Companies, Inc.▲ Buy

$1.00K–$15.0K

7d lagtraded 2021-09-30PTR ↗

2021-10-07TTHoldJohn Marshall Collins Rollover IRA SP Trane Technologies plc▲ Buy

$1.00K–$15.0K

35d lagtraded 2021-09-02PTR ↗

2021-10-07VZHoldJohn Marshall Collins Rollover IRA SP Verizon Communications Inc.▲ Buy

$1.00K–$15.0K

7d lagtraded 2021-09-30PTR ↗

2021-10-07VHoldJohn Marshall Collins Rollover IRA SP Visa Inc.▲ Buy

$1.00K–$15.0K

35d lagtraded 2021-09-02PTR ↗

2021-10-07WMTHoldJohn Marshall Collins Rollover IRA SP Walmart Inc.▲ Buy

$1.00K–$15.0K

35d lagtraded 2021-09-02PTR ↗

2021-10-07ZTSBuyJohn Marshall Collins Rollover IRA SP Zoetis Inc. Class A▲ Buy

$1.00K–$15.0K

35d lagtraded 2021-09-02PTR ↗

2021-09-10ACNBuyCorporate bond SP Accenture plc Class A Ordinary Shares▲ Buy

$1.00K–$15.0K

32d lagtraded 2021-08-09PTR ↗

2021-09-10ALLYHoldJohn Marshall Collins Rollover IRA SP Ally Financial Inc.▲ Buy

$1.00K–$15.0K

32d lagtraded 2021-08-09PTR ↗

2021-09-10AONHoldCorporate bond SP Aon plc Class A Ordinary Shares▲ Buy

$1.00K–$15.0K

32d lagtraded 2021-08-09PTR ↗

2021-09-10AMATSellJohn Marshall Collins Rollover IRA SP Applied Materials, Inc.▲ Buy

$15.0K–$50.0K

32d lagtraded 2021-08-09PTR ↗

2021-09-10CTASHoldJohn Marshall Collins Rollover IRA SP Cintas Corporation▲ Buy

$1.00K–$15.0K

32d lagtraded 2021-08-09PTR ↗

2021-09-10CSCOSellJohn 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 ↗

2021-09-10CVSHoldCorporate bond SP CVS Health Corporation▲ Buy

$1.00K–$15.0K

32d lagtraded 2021-08-09PTR ↗

2021-09-10CVSHoldCorporate bond SP CVS Health Corporation▼ Sell

$1.00K–$15.0K

17d lagtraded 2021-08-24PTR ↗

2021-09-10EWHold-- 2 of 6 -- SP Edwards Lifesciences Corporation▲ Buy

$1.00K–$15.0K

32d lagtraded 2021-08-09PTR ↗

2021-09-10HCABuyJohn 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 LLC▲ Buy

$1.00K–$15.0K

32d lagtraded 2021-08-09PTR ↗

2021-09-10JPMHoldCorporate bond SP JP Morgan Chase & Co.▲ Buy

$1.00K–$15.0K

32d lagtraded 2021-08-09PTR ↗

2021-09-10MABuyJohn Marshall Collins Rollover IRA SP Mastercard Incorporated▲ Buy

$1.00K–$15.0K

32d lagtraded 2021-08-09PTR ↗

2021-09-10MSHoldJohn Marshall Collins Rollover IRA SP Morgan Stanley▲ Buy

$1.00K–$15.0K

32d lagtraded 2021-08-09PTR ↗

2021-09-10NTAPHoldCorporate bond SP NetApp, Inc.▲ Buy

$1.00K–$15.0K

32d lagtraded 2021-08-09PTR ↗

2021-09-10NXPIHoldCorporate bond SP NXP Semiconductors N.V.▲ Buy

$1.00K–$15.0K

32d lagtraded 2021-08-09PTR ↗

2021-09-10PFEHoldJohn Marshall Collins Rollover IRA SP Pfizer, Inc.▲ Buy

$1.00K–$15.0K

32d lagtraded 2021-08-09PTR ↗

2021-09-10QCOMHoldCorporate bond SP QuALCOMM Incorporated▼ Sell

$1.00K–$15.0K

39d lagtraded 2021-08-02PTR ↗

2021-09-10TMOHoldJohn Marshall Collins Rollover IRA SP Thermo Fisher Scientific Inc▲ Buy

$1.00K–$15.0K

32d lagtraded 2021-08-09PTR ↗

2021-09-10TTHoldJohn Marshall Collins Rollover IRA SP Trane Technologies plc▲ Buy

$1.00K–$15.0K

32d lagtraded 2021-08-09PTR ↗

2021-09-10—-- 4 of 6 -- SP uS bancorp▲ Buy

$1.00K–$15.0K

32d lagtraded 2021-08-09PTR ↗

2021-09-10VZHoldCorporate 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 ↗

2021-09-10VHoldCorporate bond SP Visa Inc.▲ Buy

$1.00K–$15.0K

32d lagtraded 2021-08-09PTR ↗

2021-09-10ZTSBuyCorporate bond SP Zoetis Inc. Class A▲ Buy

$1.00K–$15.0K

32d lagtraded 2021-08-09PTR ↗

2020-08-12—SP Anheuser-busch Inbev Fin▼ Sell

$1.00K–$15.0K

36d lagtraded 2020-07-07PTR ↗

2020-08-12WMHoldCorporate bond SP Waste Management, Inc.▼ Sell

$1.00K–$15.0K

23d lagtraded 2020-07-20PTR ↗

2020-07-08CSCOSellSP Cisco Systems, Inc.▲ Buy

$1.00K–$15.0K

22d lagtraded 2020-06-16PTR ↗

2020-07-08HCABuyJohn Marshall Collins Rollover IRA SP HCA Healthcare, Inc.▲ Buy

$1.00K–$15.0K

23d lagtraded 2020-06-15PTR ↗

2020-07-08QCOMHoldJohn Marshall Collins Rollover IRA SP QuALCOMM Incorporated▲ Buy

$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 A▼ Sell

$1.00K–$15.0K

19d lagtraded 2020-03-23PTR ↗

2020-04-11AEPHoldJohn Marshall Collins Rollover IRA SP American Electric Power Company, Inc.▼ Sell

$1.00K–$15.0K

19d lagtraded 2020-03-23PTR ↗

2020-04-11AWKHoldJohn Marshall Collins Rollover IRA SP American Water Works Company, Inc.▼ Sell

$1.00K–$15.0K

19d lagtraded 2020-03-23PTR ↗

2020-04-11APHHoldJohn Marshall Collins Rollover IRA SP Amphenol Corporation▼ Sell

$1.00K–$15.0K

25d lagtraded 2020-03-17PTR ↗

2020-04-11AAPLHoldJohn Marshall Collins Rollover IRA SP Apple Inc.▼ Sell

$1.00K–$15.0K

19d lagtraded 2020-03-23PTR ↗

2020-04-11ARCCBuy20016393 -- 1 of 8 -- SP Ares Capital Corporation - Closed End Fund▼ Sell

$1.00K–$15.0K

19d lagtraded 2020-03-23PTR ↗

2020-04-11THoldJohn Marshall Collins Rollover IRA SP AT&T Inc.▼ Sell

$1.00K–$15.0K

19d lagtraded 2020-03-23PTR ↗

2020-04-11CINFBuyJohn Marshall Collins Rollover IRA SP Cincinnati Financial Corporation▼ Sell

$1.00K–$15.0K

19d lagtraded 2020-03-23PTR ↗

2020-04-11CTASHoldJohn Marshall Collins Rollover IRA SP Cintas Corporation▼ Sell

$1.00K–$15.0K

19d lagtraded 2020-03-23PTR ↗

2020-04-11CMEBuyJohn Marshall Collins Rollover IRA SP CME group Inc. - Class A▼ Sell

$1.00K–$15.0K

19d lagtraded 2020-03-23PTR ↗

2020-04-11CMSHoldJohn Marshall Collins Rollover IRA SP CMS Energy Corporation▼ Sell

$1.00K–$15.0K

19d lagtraded 2020-03-23PTR ↗

2020-04-11KOHoldJohn Marshall Collins Rollover IRA SP Coca-Cola Company▼ Sell

$1.00K–$15.0K

19d lagtraded 2020-03-23PTR ↗

2020-04-11CLHoldJohn Marshall Collins Rollover IRA SP Colgate-Palmolive Company▼ Sell

$1.00K–$15.0K

19d lagtraded 2020-03-23PTR ↗

2020-04-11CMCSAJohn Marshall Collins Rollover IRA SP Comcast Corporation - Class A▼ Sell

$1.00K–$15.0K

19d lagtraded 2020-03-23PTR ↗

2020-04-11COSTHoldJohn Marshall Collins Rollover IRA SP Costco Wholesale Corporation▼ Sell

$1.00K–$15.0K

19d lagtraded 2020-03-23PTR ↗

2020-04-11EWHoldJohn Marshall Collins Rollover IRA SP Edwards Lifesciences Corporation▼ Sell

$1.00K–$15.0K

19d lagtraded 2020-03-23PTR ↗

2020-04-11EPRJohn Marshall Collins Rollover IRA SP EPR Properties▼ Sell

$1.00K–$15.0K

26d lagtraded 2020-03-16PTR ↗

2020-04-11ESSHold-- 3 of 8 -- SP Essex Property Trust, Inc.▼ Sell

$1.00K–$15.0K

19d lagtraded 2020-03-23PTR ↗

2020-04-11ESBuyJohn Marshall Collins Rollover IRA SP Eversource Energy▼ Sell

$1.00K–$15.0K

19d lagtraded 2020-03-23PTR ↗

2020-04-11INTCSellJohn Marshall Collins Rollover IRA SP Intel Corporation▼ Sell

$1.00K–$15.0K

19d lagtraded 2020-03-23PTR ↗

2020-04-11JNJHoldJohn Marshall Collins Rollover IRA SP Johnson & Johnson▼ Sell

$1.00K–$15.0K

19d lagtraded 2020-03-23PTR ↗

2020-04-11JPMHoldJohn Marshall Collins Rollover IRA SP JP Morgan Chase & Co.▼ Sell

$1.00K–$15.0K

19d lagtraded 2020-03-23PTR ↗

2020-04-11LAMRHoldJohn Marshall Collins Rollover IRA SP Lamar Advertising Company - Class A▼ Sell

$1.00K–$15.0K

19d lagtraded 2020-03-23PTR ↗

2020-04-11MABuyJohn Marshall Collins Rollover IRA SP Mastercard Incorporated▼ Sell

$1.00K–$15.0K

19d lagtraded 2020-03-23PTR ↗

2020-04-11MRKHoldJohn Marshall Collins Rollover IRA SP Merck & Company, Inc. Common Stock▼ Sell

$1.00K–$15.0K

19d lagtraded 2020-03-23PTR ↗

2020-04-11MSFTBuyJohn Marshall Collins Rollover IRA SP Microsoft Corporation▼ Sell

$1.00K–$15.0K

19d lagtraded 2020-03-23PTR ↗

2020-04-11MAAHoldJohn Marshall Collins Rollover IRA SP Mid-America Apartment Communities, Inc.▼ Sell

$1.00K–$15.0K

19d lagtraded 2020-03-23PTR ↗

2020-04-11NNNHoldJohn Marshall Collins Rollover IRA SP National Retail Properties▼ Sell

$1.00K–$15.0K

19d lagtraded 2020-03-23PTR ↗

2020-04-11NEEHoldJohn Marshall Collins Rollover IRA SP NextEra Energy, Inc.▼ Sell

$1.00K–$15.0K

19d lagtraded 2020-03-23PTR ↗

2020-04-11PAYXHoldJohn Marshall Collins Rollover IRA SP Paychex, Inc.▼ Sell

$1.00K–$15.0K

19d lagtraded 2020-03-23PTR ↗

2020-04-11PEPHoldJohn Marshall Collins Rollover IRA SP Pepsico, Inc.▼ Sell

$1.00K–$15.0K

19d lagtraded 2020-03-23PTR ↗

2020-04-11PNCBuyJohn Marshall Collins Rollover IRA SP PNC Financial Services group, Inc.▼ Sell

$1.00K–$15.0K

25d lagtraded 2020-03-17PTR ↗

2020-04-11PHMHoldJohn Marshall Collins Rollover IRA SP Pultegroup, Inc.▼ Sell

$1.00K–$15.0K

19d lagtraded 2020-03-23PTR ↗

2020-04-11SYYHoldJohn Marshall Collins Rollover IRA SP Sysco Corporation▼ Sell

$1.00K–$15.0K

26d lagtraded 2020-03-16PTR ↗

2020-04-11TMOHoldJohn Marshall Collins Rollover IRA SP Thermo Fisher Scientific Inc▼ Sell

$1.00K–$15.0K

19d lagtraded 2020-03-23PTR ↗

2020-04-11TTHoldJohn Marshall Collins Rollover IRA SP Trane Technologies plc▼ Sell

$1.00K–$15.0K

19d lagtraded 2020-03-23PTR ↗

2020-04-11VZHoldJohn Marshall Collins Rollover IRA SP Verizon Communications Inc.▼ Sell

$1.00K–$15.0K

19d lagtraded 2020-03-23PTR ↗

2020-04-11VHoldJohn Marshall Collins Rollover IRA SP Visa Inc.▼ Sell

$1.00K–$15.0K

19d lagtraded 2020-03-23PTR ↗

2020-04-11WPCBuyJohn Marshall Collins Rollover IRA SP W. P. Carey Inc. REIT▼ Sell

$1.00K–$15.0K

19d lagtraded 2020-03-23PTR ↗

2020-04-11WMTHoldJohn Marshall Collins Rollover IRA SP Walmart Inc.▼ Sell

$1.00K–$15.0K

19d lagtraded 2020-03-23PTR ↗

2020-04-11XELHoldJohn Marshall Collins Rollover IRA SP Xcel Energy Inc.▼ Sell

$1.00K–$15.0K

19d lagtraded 2020-03-23PTR ↗

2020-04-11ZTSBuyJohn Marshall Collins Rollover IRA SP Zoetis Inc. Class A▼ Sell

$1.00K–$15.0K

19d lagtraded 2020-03-23PTR ↗

2020-03-10AONHoldSP Aon plc Class A Ordinary Shares▲ Buy

$1.00K–$15.0K

21d lagtraded 2020-02-18PTR ↗

2020-03-10PLDHoldJohn 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 Note▲ Buy

$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 group▼ Sell

$1.00K–$15.0K

32d lagtraded 2019-10-07PTR ↗

2019-11-08—Corporate bond SP Six Flags Entertainment Corporation New▼ Sell

$1.00K–$15.0K

8d lagtraded 2019-10-31PTR ↗

2019-10-08—John Marshall Collins Rollover IRA SP Cisco Systems Inc. Noncallable▲ Buy

$15.0K–$50.0K

29d lagtraded 2019-09-09PTR ↗

2019-10-08—Corporate bond SP Comerica Incorporated▼ Sell

$1.00K–$15.0K

27d lagtraded 2019-09-11PTR ↗

2019-10-08MABuyJohn Marshall Collins Rollover IRA SP Mastercard Incorporated▼ Sell

$1.00K–$15.0K

27d lagtraded 2019-09-11PTR ↗

2019-10-08—John Marshall Collins Rollover IRA SP Pepsico Inc▼ Sell

$15.0K–$50.0K

8d lagtraded 2019-09-30PTR ↗

2019-10-08PHMHoldCorporate bond SP Pultegroup, Inc.▼ Sell

$1.00K–$15.0K

27d lagtraded 2019-09-11PTR ↗

2019-10-08VHoldJohn Marshall Collins Rollover IRA SP Visa Inc.▼ Sell

$1.00K–$15.0K

27d lagtraded 2019-09-11PTR ↗

2019-10-08WPCBuyJohn Marshall Collins Rollover IRA SP W.P. Carey Inc. REIT▼ Sell

$1.00K–$15.0K

27d lagtraded 2019-09-11PTR ↗

2019-10-08ZTSBuyJohn Marshall Collins Rollover IRA SP Zoetis Inc. Class A▼ Sell

$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 Co▼ Sell

$1.00K–$15.0K

19d lagtraded 2019-06-19PTR ↗

2019-05-08—SP Anheuser-Busch Inbev Fin▼ Sell

$1.00K–$15.0K

13d lagtraded 2019-04-25PTR ↗

2019-05-08—Corporate Bond SP Westpac Banking Corp Noncallable▲ Buy

$15.0K–$50.0K

37d lagtraded 2019-04-01PTR ↗

2019-04-09—SP Anheuser-Busch Inbev Fin▲ Buy

$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. MTN▲ Buy

$15.0K–$50.0K

21d lagtraded 2019-03-19PTR ↗

2019-04-09—Corporate Bond SP Bank of Nova Scotia MTN▲ Buy

$1.00K–$15.0K

21d lagtraded 2019-03-19PTR ↗

2019-04-09—Corporate Bond SP Capital One Finl Co▲ Buy

$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 Co▲ Buy

$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. MTN▲ Buy

$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 Stanley▲ Buy

$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 group▲ Buy

$1.00K–$15.0K

15d lagtraded 2019-03-25PTR ↗

2019-04-09—Corporate Bond SP Sumitomo Mitsui Finl grp▲ Buy

$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 Service▲ Buy

$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 MTN▲ Buy

$15.0K–$50.0K

15d lagtraded 2019-03-25PTR ↗

2018-12-14MMMHoldSP 3M Company▼ Sell

$1.00K–$15.0K

42d lagtraded 2018-11-02PTR ↗

2018-12-14—John Marshall Collins Rollover IRA SP Comerica Incorporated▲ Buy

$1.00K–$15.0K

42d lagtraded 2018-11-02PTR ↗

2018-12-14ECLHoldJohn Marshall Collins Rollover IRA SP Ecolab Inc.▼ Sell

$1.00K–$15.0K

42d lagtraded 2018-11-02PTR ↗

2018-12-14TXNHoldJohn Marshall Collins Rollover IRA SP Texas Instruments Incorporated▼ Sell

$1.00K–$15.0K

42d lagtraded 2018-11-02PTR ↗

2018-09-13LLYBuyJohn Marshall Collins Rollover IRA SP Eli Lilly and Company▼ Sell

$1.00K–$15.0K

14d lagtraded 2018-08-30PTR ↗

2018-09-13LIIHoldJohn Marshall Collins Rollover IRA SP Lennox International, Inc.▼ Sell

$1.00K–$15.0K

14d lagtraded 2018-08-30PTR ↗

2018-09-13PPLHold20010292 -- 1 of 2 -- SP PPL Corporation▼ Sell

$1.00K–$15.0K

14d lagtraded 2018-08-30PTR ↗

2018-09-13VMCHoldJohn Marshall Collins Rollover IRA SP Vulcan Materials Company▼ Sell

$1.00K–$15.0K

14d lagtraded 2018-08-30PTR ↗

2018-07-05DOWSellSP Dow Chemical CompanyExch

$1.00K–$15.0K

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. D▲ Buy

$1.00K–$15.0K

33d lagtraded 2017-10-12PTR ↗

2017-11-14CMSHoldCollins/Lofgren Family Trust SP CMS Energy Corporation▲ Buy

$1.00K–$15.0K

18d lagtraded 2017-10-27PTR ↗

2017-11-14NEEHoldJohn Marshall Collins Rollover IRA SP NextEra Energy, Inc.▲ Buy

$1.00K–$15.0K

18d lagtraded 2017-10-27PTR ↗

2017-10-18EFXHoldS 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 bonds▲ Buy

$100K–$250K

34d lagtraded 2017-08-10PTR ↗

2017-07-18AEPHoldJohn Marshall Collins Rollover IRA SP American Electric Power Company, Inc.▲ Buy

$1.00K–$15.0K

33d lagtraded 2017-06-15PTR ↗

2017-07-18AWKHoldJohn Marshall Collins Rollover IRA SP American Water Works Company, Inc.▲ Buy

$1.00K–$15.0K

33d lagtraded 2017-06-15PTR ↗

2017-07-18APHHoldJohn Marshall Collins Rollover IRA SP Amphenol Corporation▲ Buy

$1.00K–$15.0K

33d lagtraded 2017-06-15PTR ↗

2017-07-18AAPLHoldJohn Marshall Collins Rollover IRA SP Apple Inc.▲ Buy

$1.00K–$15.0K

33d lagtraded 2017-06-15PTR ↗

2017-07-18ARCCBuyJohn Marshall Collins Rollover IRA SP Ares Capital Corporation - Closed End Fund▲ Buy

$1.00K–$15.0K

33d lagtraded 2017-06-15PTR ↗

2017-07-18THoldJohn Marshall Collins Rollover IRA SP AT&T Inc.▲ Buy

$1.00K–$15.0K

33d lagtraded 2017-06-15PTR ↗

2017-07-18CINFBuyJohn Marshall Collins Rollover IRA SP Cincinnati Financial Corporation▲ Buy

$1.00K–$15.0K

33d lagtraded 2017-06-15PTR ↗

2017-07-18CTASHoldJohn Marshall Collins Rollover IRA SP Cintas Corporation▲ Buy

$1.00K–$15.0K

33d lagtraded 2017-06-15PTR ↗

2017-07-18CMEBuyJohn Marshall Collins Rollover IRA SP CME group Inc. - Class A▲ Buy

$1.00K–$15.0K

33d lagtraded 2017-06-15PTR ↗

2017-07-18KOHoldJohn Marshall Collins Rollover IRA SP Coca-Cola Company▲ Buy

$1.00K–$15.0K

33d lagtraded 2017-06-15PTR ↗

2017-07-18CLHoldJohn Marshall Collins Rollover IRA SP Colgate-Palmolive Company▲ Buy

$1.00K–$15.0K

33d lagtraded 2017-06-15PTR ↗

2017-07-18CMCSAJohn Marshall Collins Rollover IRA SP Comcast Corporation - Class A▲ Buy

$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 ↗

2017-07-18COSTHoldJohn Marshall Collins Rollover IRA SP Costco Wholesale Corporation▲ Buy

$1.00K–$15.0K

33d lagtraded 2017-06-15PTR ↗

2017-07-18ECLHoldJohn Marshall Collins Rollover IRA SP Ecolab Inc.▲ Buy

$1.00K–$15.0K

33d lagtraded 2017-06-15PTR ↗

2017-07-18EWHoldJohn Marshall Collins Rollover IRA SP Edwards Lifesciences Corporation▲ Buy

$1.00K–$15.0K

33d lagtraded 2017-06-15PTR ↗

2017-07-18LLYBuysaction Type Date Notification Date Amount -- 3 of 8 -- SP Eli Lilly and Company▲ Buy

$1.00K–$15.0K

33d lagtraded 2017-06-15PTR ↗

2017-07-18EPRJohn Marshall Collins Rollover IRA SP EPR Properties▲ Buy

$1.00K–$15.0K

33d lagtraded 2017-06-15PTR ↗

2017-07-18EFXHoldJohn Marshall Collins Rollover IRA SP Equifax, Inc.▲ Buy

$1.00K–$15.0K

33d lagtraded 2017-06-15PTR ↗

2017-07-18ESSHoldJohn Marshall Collins Rollover IRA SP Essex Property Trust, Inc.▲ Buy

$1.00K–$15.0K

33d lagtraded 2017-06-15PTR ↗

2017-07-18ESBuyJohn Marshall Collins Rollover IRA SP Eversource Energy▲ Buy

$1.00K–$15.0K

33d lagtraded 2017-06-15PTR ↗

2017-07-18—John Marshall Collins Rollover IRA SP Healthcare Trust of America, Inc. Class A▲ Buy

$1.00K–$15.0K

33d lagtraded 2017-06-15PTR ↗

2017-07-18IRHoldransaction Type Date Notification Date Amount -- 4 of 8 -- SP Ingersoll-Rand plc▲ Buy

$1.00K–$15.0K

33d lagtraded 2017-06-15PTR ↗

2017-07-18INTCSellJohn Marshall Collins Rollover IRA SP Intel Corporation▲ Buy

$1.00K–$15.0K

33d lagtraded 2017-06-15PTR ↗

2017-07-18JNJHoldJohn Marshall Collins Rollover IRA SP Johnson & Johnson▲ Buy

$1.00K–$15.0K

33d lagtraded 2017-06-15PTR ↗

2017-07-18JPMHoldJohn Marshall Collins Rollover IRA SP JP Morgan Chase & Co.▲ Buy

$1.00K–$15.0K

33d lagtraded 2017-06-15PTR ↗

2017-07-18LIIHoldJohn 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 Trust▲ Buy

$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 ↗

2017-07-18MABuyJohn Marshall Collins Rollover IRA SP Mastercard Incorporated▲ Buy

$1.00K–$15.0K

33d lagtraded 2017-06-15PTR ↗

2017-07-18MRKHoldDate Notification Date Amount -- 5 of 8 -- SP Merck & Company, Inc. Common Stock▲ Buy

$1.00K–$15.0K

33d lagtraded 2017-06-15PTR ↗

2017-07-18MSFTBuyJohn Marshall Collins Rollover IRA SP Microsoft Corporation▲ Buy

$1.00K–$15.0K

33d lagtraded 2017-06-15PTR ↗

2017-07-18MAAHoldJohn Marshall Collins Rollover IRA SP Mid-America Apartment Communities, Inc.▲ Buy

$1.00K–$15.0K

33d lagtraded 2017-06-15PTR ↗

2017-07-18NNNHoldJohn Marshall Collins Rollover IRA SP National Retail Properties▲ Buy

$1.00K–$15.0K

33d lagtraded 2017-06-15PTR ↗

2017-07-18PAYXHoldJohn Marshall Collins Rollover IRA SP Paychex, Inc.▲ Buy

$1.00K–$15.0K

33d lagtraded 2017-06-15PTR ↗

2017-07-18PEPHoldJohn Marshall Collins Rollover IRA SP Pepsico, Inc.▲ Buy

$1.00K–$15.0K

33d lagtraded 2017-06-15PTR ↗

2017-07-18PNCBuyJohn Marshall Collins Rollover IRA SP PNC Financial Services group, Inc.▲ Buy

$1.00K–$15.0K

33d lagtraded 2017-06-15PTR ↗

2017-07-18PPLHoldJohn Marshall Collins Rollover IRA SP PPL Corporation▲ Buy

$1.00K–$15.0K

33d lagtraded 2017-06-15PTR ↗

2017-07-18PHMHoldTransaction 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 New▲ Buy

$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 ↗

2017-07-18SYYHoldJohn Marshall Collins Rollover IRA SP Sysco Corporation▲ Buy

$1.00K–$15.0K

33d lagtraded 2017-06-15PTR ↗

2017-07-18TMOHoldJohn Marshall Collins Rollover IRA SP Thermo Fisher Scientific Inc▲ Buy

$1.00K–$15.0K

33d lagtraded 2017-06-15PTR ↗

2017-07-18—John Marshall Collins Rollover IRA SP Time Warner Inc. New▲ Buy

$1.00K–$15.0K

33d lagtraded 2017-06-15PTR ↗

2017-07-18VZHoldJohn Marshall Collins Rollover IRA SP Verizon Communications Inc.▲ Buy

$1.00K–$15.0K

33d lagtraded 2017-06-15PTR ↗

2017-07-18VHoldJohn Marshall Collins Rollover IRA SP Visa Inc.▲ Buy

$1.00K–$15.0K

33d lagtraded 2017-06-15PTR ↗

2017-07-18VMCHoldJohn Marshall Collins Rollover IRA SP Vulcan Materials Company▲ Buy

$1.00K–$15.0K

33d lagtraded 2017-06-15PTR ↗

2017-07-18WPCBuyJohn Marshall Collins Rollover IRA SP W.P. Carey Inc. REIT▲ Buy

$1.00K–$15.0K

33d lagtraded 2017-06-15PTR ↗

2017-07-18WMTHoldJohn 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 ↗

2017-07-18XELHoldJohn Marshall Collins Rollover IRA SP Xcel Energy Inc.▲ Buy

$1.00K–$15.0K

33d lagtraded 2017-06-15PTR ↗

2017-07-18ZTSBuyJohn Marshall Collins Rollover IRA SP Zoetis Inc. Class A▲ Buy

$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

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 Corporation▲ Buy

$1.00K–$15.0K

12d lagtraded 2016-10-12PTR ↗

2016-05-11WFCBuyer asset transaction type Date notification Date amount JT Wells Fargo & Company▼ Sell

$1.00K–$15.0K

13d lagtraded 2016-04-28PTR ↗

2016-03-08DECKBuyet transaction type Date notification Date amount JT Deckers Outdoor Corporation▲ Buy

$1.00K–$15.0K

19d lagtraded 2016-02-18PTR ↗

2016-01-22WFCBuyuBS Financial Service Downtown College Prep Charitable. JT Wells Fargo & Company▼ Sell

$1.00K–$15.0K

30d lagtraded 2015-12-23PTR ↗

2015-08-19CVXHoldwner asset transaction type Date notification Date amount JT Chevron Corporation▼ Sell

$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).