Zoe Lofgren — Stock Trades & Portfolio

Zoe Lofgren is a member of the U.S. House of Representatives representing D-CA (CA). According to periodic transaction reports (PTR) filed under the Stop Trading on Congressional Knowledge Act of 2012 (STOCK Act), Zoe Lofgren and immediate family members (including spouse transactions) have disclosed 200 stock and financial asset transactions across 54 tickers over recent reporting cycles, representing an aggregate disclosed trading volume exceeding $1.0M.

Under the STOCK Act, members of Congress are mandated to report securities transactions over $1,000 within 30 to 45 days of execution. Tracking legislative stock disclosures provides critical visibility into institutional positioning, sector exposure, and potential intersections between congressional committee jurisdictions and private capital flows.

Primary Regulatory Source: Official Periodic Transaction Reports (PTR) and annual financial disclosures for Zoe Lofgren are mandated under the Stop Trading on Congressional Knowledge Act of 2012 (STOCK Act) and publicly archived by the Office of the Clerk of the U.S. House of Representatives. Gemral Edge cross-verifies all disclosed tickers and amounts directly against these official government filings.

Updated: · Research Desk: Gemral Advisor · Reviewed by: Gemral Research Desk · Editorial Policy

Quick Facts & Congressional Trading Direct Answers

What was Zoe Lofgren's latest stock trade?

According to official STOCK Act filings, Zoe Lofgren's most recently recorded transaction was a sale of SO (Southern Company) on 2023-05-25 (disclosed on 2023-06-06), valued between $15K and $50K.

What is Zoe Lofgren's primary traded stock sector?

Disclosures reveal primary portfolio concentration in DECK, TT, JPM, PWR, reflecting thematic positioning across technology, industrial, and regulated equities.

When must members of Congress disclose stock trades?

Under the Stop Trading on Congressional Knowledge Act of 2012 (STOCK Act), lawmakers, spouses, and dependent children are legally required to file Periodic Transaction Reports (PTR) within 30 days of trade notification and no later than 45 days after execution.

Core Portfolio Holdings & Disclosed Equity Allocation

Estimated major equity positions derived from public financial disclosures and periodic transaction reports:

TickerEstimated Position ValueShare of Top Holdings
DECK$35K34.9%
TT$17K17.4%
JPM$17K17.4%
PWR$16K16.5%
AMAT$14K13.8%

Recent Disclosed Congressional Stock Transactions

Periodic Transaction Reports (PTR) disclosed under the Stop Trading on Congressional Knowledge Act of 2012 (STOCK Act):

Transaction DateFiling DateTickerActionDisclosed RangeAccount OwnerAsset DescriptionOfficial Filing
2023-05-252023-06-06SOSELL$15K – $50KJointSouthern CompanyFiling PTR
2023-05-252023-06-06ACNSELL$1K – $15KSpouseAccenture plc Class A Ordinary SharesFiling PTR
2023-05-252023-06-06AWKSELL$1K – $15KSpouseAmerican Water Works Company, Inc.Filing PTR
2023-05-252023-06-06ASMLSELL$1K – $15KSpouseASML Holding N.V. - New York Registry SharesFiling PTR
2023-05-252023-06-06AGRSELL$1K – $15KSpouseAvangrid, Inc.Filing PTR
2023-05-252023-06-06BCESELL$1K – $15KSpouseBCE, Inc.Filing PTR
2023-05-252023-06-06CTASSELL$1K – $15KSpouseCintas CorporationFiling PTR
2023-05-252023-06-06CMESELL$1K – $15KSpouseCME Group Inc. - Class AFiling PTR
2023-05-252023-06-06CMCSASELL$1K – $15KSpouseComcast Corporation - Class AFiling PTR
2023-05-252023-06-06CCISELL$1K – $15KSpouseCrown Castle Inc.Filing PTR
2023-05-252023-06-06DHRSELL$1K – $15KSpouseDanaher CorporationFiling PTR
2023-05-252023-06-06DSELL$1K – $15KSpouseDominion Energy, Inc.Filing PTR
2023-05-252023-06-06EWSELL$1K – $15KSpouseEdwards Lifesciences CorporationFiling PTR
2023-05-252023-06-06ETRSELL$1K – $15KSpouseEntergy CorporationFiling PTR
2023-05-252023-06-06ESSELL$1K – $15KSpouseEversource EnergyFiling PTR
2023-05-252023-06-06FHNSELL$1K – $15KSpouseFirst Horizon CorporationFiling PTR
2023-05-252023-06-06GILDSELL$1K – $15KSpouseGilead Sciences, Inc.Filing PTR
2023-05-252023-06-06HCASELL$1K – $15KSpouseHCA Healthcare, Inc.Filing PTR
2023-05-252023-06-06MASELL$1K – $15KSpouseMastercard IncorporatedFiling PTR
2023-05-252023-06-06MRKSELL$1K – $15KSpouseMerck & Company, Inc. Common StockFiling PTR

Congressional Committee Assignments & Oversight Jurisdiction

Official committee and subcommittee assignments in the U.S. Congress, indicating policy jurisdiction and regulatory oversight:

Committee / SubcommitteeRoleClassification
House Committee on Science, Space, and TechnologyRanking MemberStanding Committee
House Committee on the JudiciaryMemberStanding Committee
House Committee on the Judiciary — Courts, Intellectual Property, Artificial Intelligence, and the InternetMemberSubcommittee
House Committee on the Judiciary — Immigration Integrity, Security, and EnforcementMemberSubcommittee
House Committee on the Judiciary — The Administrative State, Regulatory Reform, and AntitrustMemberSubcommittee

Related Corporate Equities & Tracked Defense Contractors

Cross-referenced public corporations, defense contractors, and technology enterprises actively traded or monitored under congressional disclosure regimes:

Related Breaking Regulatory Disclosures

Real-time regulatory disclosures and transaction alerts for Zoe Lofgren are tracked continuously via Gemral Edge Stories and Breaking Intelligence News.

Congressional Trading Context & STOCK Act Compliance

Congressional trading disclosures under the STOCK Act encompass transactions executed by the member, their spouse, and dependent children. In many prominent portfolios, such as that of Zoe Lofgren, a significant share of capital activity is executed by spouses (for instance, venture investments, call options, and tech equity transactions by Paul Pelosi). Because federal law allows up to 45 days between trade execution and public disclosure, market observers often analyze these filings retrospectively to evaluate long-term thematic positioning rather than short-term market timing.

Public records indicate an estimated one-year time-weighted return of 4.3% and a cumulative return of +265.6% across historical tracking windows. Gemral Edge normalizes disclosure amounts using geometric midpoints of mandated reporting ranges ($1,001–$15,000, $15,001–$50,000, $50,001–$100,000, $100,001–$250,000, $250,001–$500,000, $500,001–$1,000,000, $1,000,001–$5,000,000, and over $5,000,000) to estimate total volume and performance without speculative assumptions.

Frequently asked questions

What stocks does Zoe Lofgren trade most frequently?

Congressional disclosures show concentrated exposure in major equities, including DECK, TT, JPM, PWR, AMAT. Both direct equity shares and leveraged options (including long-dated LEAP call options) have been filed under the STOCK Act.

Are members of Congress allowed to trade individual stocks?

Yes. Under the Stop Trading on Congressional Knowledge Act of 2012 (STOCK Act), lawmakers, spouses, and dependent children are legally permitted to trade publicly traded securities, provided all transactions exceeding $1,000 are publicly filed within 30 to 45 days of execution.

How is trading volume and performance estimated for Zoe Lofgren?

Gemral Edge normalizes mandated statutory transaction ranges ($1,001–$15,000 up to over $5,000,000) using geometric midpoints, aggregating disclosed transactions from official congressional clerks for research and civic transparency, representing an aggregate disclosed volume exceeding $1.0M.

Does Zoe Lofgren trade stocks personally or through a spouse?

Congressional disclosures encompass transactions executed by the member, their spouse, and dependent children. All filings report the disclosed ownership entity pursuant to House and Senate ethics guidelines.

Data intelligence from public filings — not investment advice.

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