Scott H. Peters: Stock Portfolio, Performance and Latest Trades

U.S. Representative, CA-50

D Democrat

Trades disclosed561

Bought / sold290 / 271

Est. volume$154.7M

Typical delay31 days

Scott H. Peters' estimated portfolio today

Annual disclosure as of Dec 31, 2025 plus later trades, valued at the latest close.

Stock	Share of portfolio	Average buy price	Return	Current price	First bought
IVViShares Core S&P 500 ETF	15.1%	$679.33	+14.9%	$780.58	Held at end of 2021
IWRiShares Russell Mid-Cap ETF	14.9%	$95.47	+13.6%	$108.47	Held at end of 2021
AWEIXCIBC Atlas Disciplined Equity Fund Institutional Class	14.2%	$30.25	+8.0%	$32.66	Held at end of 2021
VEAVanguard FTSE Developed Markets ETF	6.51%	$61.88	+13.5%	$70.26	Held at end of 2021
AWWIXCIBC Atlas International Growth Fund - Institutional	5.96%	$16.15	+3.8%	$16.77	Held at end of 2023
IWPiShares Russell Midcap Growth ETF	5.94%	$136.57	+3.6%	$141.46	Held at end of 2021
IWMiShares Russell 2000 Index Fund	5.12%	$244.50	+13.6%	$277.70	Held at end of 2025
VOOVanguard S&P 500 ETF	4.05%	$621.74	+14.9%	$714.34	Held at end of 2021
VTIVanguard Total Stock Market ETF	4.04%	$332.43	+14.6%	$381.03	Held at end of 2021
VBVanguard Small-Cap ETF	3.80%	$255.47	+12.3%	$286.98	Held at end of 2023
AWMIXCIBC Atlas Mid Cap Equity Fund Institutional Class	3.66%	$17.94	+11.7%	$20.04	Held at end of 2021
VWOVanguard FTSE Emerging Markets ETF	3.66%	$53.59	+11.7%	$59.85	Held at end of 2023
CGDVCapital Group Dividend Value ETF	3.46%	$43.39	+14.1%	$49.51	Held at end of 2025
SCOXXSchwab Treasury Obligations Money Fund Ultra Shares	3.28%	$1.00	+0.0%	$1.00	Held at end of 2024
SCAXXSchwab California Municipal Money Fund Ultra Shares	3.28%	$1.00	+0.0%	$1.00	Held at end of 2022
VTVVanguard Value ETF	1.43%	$188.14	+16.0%	$218.21	Held at end of 2022
SWKXXSchwab California Municipal Money Fund - Investor Shares	1.15%	$1.00	+0.0%	$1.00	Held at end of 2021
SNVXXSchwab Government Money Fund - Investor Shares	0.57%	$1.00	+0.0%	$1.00	Held at end of 2022

Scott H. Peters' buys and sells

Nov 28, 2017 to Aug 31, 2026, 20 disclosed after the 45-day deadline.

Stock	Action	Amount	Traded	Disclosed
New York, NY City COMB TXBondSpouse	Sold	$500K–$1M	Aug 31, 2026	Sep 21, 202621 days later
U.S. Treasury BillBondSpouse	Sold part	$50K–$100K	Aug 31, 2026	Sep 21, 202621 days later
Irvine Ranch CA WRSR UTILBondSpouse	Bought	$100K–$250K	Aug 20, 2026	Sep 21, 202632 days later
Petaluma CA WASTE SWR UTILBondSpouse	Bought	$500K–$1M	Aug 19, 2026	Sep 21, 202633 days later
Energy Northwest WA PWR UTILBondSpouse	Sold	$500K–$1M	Aug 13, 2026	Sep 21, 202639 days later
U.S. Treasury BillBondSpouse	Sold part	$50K–$100K	Aug 13, 2026	Sep 21, 202639 days later
U.S. Treasury BillBondSpouse	Sold part	$50K–$100K	Aug 13, 2026	Sep 21, 202639 days later
UNIV CA PUB EDUCBondSpouse	Bought	$500K–$1M	Aug 13, 2026	Sep 21, 202639 days later
Kent Street O&M Holdings LLCOtherSpouse	Bought	$100K–$250K	Aug 12, 2026	Sep 21, 202640 days later
U.S. Treasury BillBondSpouse	Bought	$250K–$500K	Aug 10, 2026	Sep 21, 202642 days later
West VY Mission CMN EDUCBondSpouse	Bought	$250K–$500K	Aug 6, 2026	Sep 21, 202646 days later · late
Smash Capital Fund II LPOtherSpouse	Bought	$15K–$50K	Aug 5, 2026	Sep 21, 202647 days later · late
U.S. Treasury BillBondSpouse	Sold part	$100K–$250K	Aug 5, 2026	Sep 21, 202647 days later · late
Enterprise CABondSpouse	Sold	$500K–$1M	Aug 4, 2026	Sep 21, 202648 days later · late
Palmdale CA SchBondSpouse	Sold	$50K–$100K	Aug 3, 2026	Sep 21, 202649 days later · late
RoOtherSpouse	Bought	$250K–$500K	Aug 3, 2026	Sep 21, 202649 days later · late
U.S. Treasury BillBondSpouse	Bought	$50K–$100K	Aug 3, 2026	Sep 21, 202649 days later · late
Pittsburgh, CA Successor AgencyBondSpouse	Bought	$50K–$100K	Jul 30, 2026	Aug 17, 202618 days later
Audax Senior Loan Fund ST LPOtherSpouse	Bought	Spouse/DC Over	Jul 29, 2026	Aug 17, 202619 days later
Smash Capital Fund II LPOtherSpouse	Bought	$50K–$100K	Jul 28, 2026	Aug 17, 202620 days later
U.S. Treasury BillBondSpouse	Sold part	$15K–$50K	Jul 28, 2026	Aug 17, 202620 days later
U.S. Treasury BillBondSpouse	Sold part	$50K–$100K	Jul 28, 2026	Aug 17, 202620 days later
U.S. Treasury BillBondSpouse	Sold part	Spouse/DC Over	Jul 28, 2026	Aug 17, 202620 days later
U.S. Treasury BillBondSpouse	Bought	$50K–$100K	Jul 27, 2026	Aug 17, 202621 days later
U.S. Treasury BillBondSpouse	Bought	Spouse/DC Over	Jul 27, 2026	Aug 17, 202621 days later
Los Angeles CA GO UTXBondSpouse	Sold part	$500K–$1M	Jul 24, 2026	Aug 17, 202624 days later
Los Angeles CA IMPT SCHBondSpouse	Sold	$50K–$100K	Jul 24, 2026	Aug 17, 202624 days later
Los Angeles CA IMPTSchBondSpouse	Sold	$500K–$1M	Jul 24, 2026	Aug 17, 202624 days later
U.S. Treasury BillBondSpouse	Sold part	$50K–$100K	Jul 23, 2026	Aug 17, 202625 days later
Charlotte-Meckle HLTHBondSpouse	Sold	$250K–$500K	Jul 22, 2026	Aug 17, 202626 days later
Valo Ventures GP II, LPOtherSpouse	Bought	$15K–$50K	Jul 22, 2026	Aug 17, 202626 days later
Los Angeles Cnty CA TRANsBondSpouse	Bought	$100K–$250K	Jul 1, 2026	Aug 17, 202647 days later · late
Charlotte-Meckle HLTHBondSpouse	Bought	$250K–$500K	Jun 26, 2026	Jul 10, 202614 days later
Form EnergyOtherSpouse	Bought	$250K–$500K	Jun 26, 2026	Jul 10, 202614 days later
U.S. Treasury BillBondSpouse	Sold part	$250K–$500K	Jun 25, 2026	Jul 10, 202615 days later
Allocate Alpha Fund II LPOtherSpouse	Bought	$15K–$50K	Jun 24, 2026	Jul 10, 202616 days later
Allocate Premier Access FundOtherSpouse	Bought	$15K–$50K	Jun 24, 2026	Jul 10, 202616 days later
Dublin CA UNIF SCH DISTBondSpouse	Sold	$100K–$250K	Jun 24, 2026	Jul 10, 202616 days later
San Juan CA UNI GO UTXBondSpouse	Bought	$50K–$100K	Jun 24, 2026	Jul 10, 202616 days later
Smash Capital Fund II LPOtherSpouse	Bought	$100K–$250K	Jun 18, 2026	Jul 10, 202622 days later
New York, NY City COMB TXBondSpouse	Bought	$500K–$1M	Jun 11, 2026	Jul 10, 202629 days later
U.S. Treasury BillBondSpouse	Sold part	$50K–$100K	Jun 11, 2026	Jul 10, 202629 days later
Grapevine-Colleyville TX GO UTXBondSpouse	Sold	$50K–$100K	Jun 4, 2026	Jul 10, 202636 days later
Southwestern Community Coll EducBondSpouse	Bought	$500K–$1M	Jun 3, 2026	Jul 10, 202637 days later
U.S. Treasury BillsBondSpouse	Bought	$250K–$500K	Jun 1, 2026	Jul 10, 202639 days later
San Juan CA USD IMPT SCHBondSpouse	Sold	$500K–$1M	May 29, 2026	Jun 19, 202621 days later
U. S. Treasury BillsBondSpouse	Sold part	$100K–$250K	May 26, 2026	Jun 19, 202624 days later
Dublin CA UNIF SCH DISTBondSpouse	Sold	$250K–$500K	May 21, 2026	Jun 19, 202629 days later
Kentucky PUB UTILBondSpouse	Bought	$250K–$500K	May 21, 2026	Jun 19, 202629 days later
Energy Northwest WA PWR UTILBondSpouse	Bought	$500K–$1M	May 20, 2026	Jun 19, 202630 days later
Chabot-Las Positas COLL EDUCBondSpouse	Bought	$100K–$250K	May 19, 2026	Jun 19, 202631 days later
Miami-Dade Cnty FL SCH COPSBondSpouse	Bought	$50K–$100K	May 19, 2026	Jun 19, 202631 days later
Val Verde CA UNIF SCHBondSpouse	Bought	$50K–$100K	May 19, 2026	Jun 19, 202631 days later
U.S. Treasury BillsBondSpouse	Bought	$250K–$500K	May 18, 2026	Jun 19, 202632 days later
EEMA O&M Services GroupOtherSpouse	Bought	$250K–$500K	May 15, 2026	Jun 19, 202635 days later
Kent Street Group LLCOtherSpouse	Bought	$15K–$50K	May 15, 2026	Jun 19, 202635 days later
Visalia CA Unif Imp SchBondSpouse	Sold	$500K–$1M	May 15, 2026	Jun 19, 202635 days later
Burbank Glendale PA Air TranBondSpouse	Bought	$250K–$500K	May 14, 2026	Jun 19, 202636 days later
U.S. Treasury BillsBondSpouse	Sold part	$15K–$50K	May 14, 2026	Jun 19, 202636 days later
Los Angeles CA IMPT SCHBondSpouse	Bought	$50K–$100K	May 11, 2026	Jun 19, 202639 days later
U.S. Treasury BillsBondSpouse	Sold part	$100K–$250K	May 8, 2026	Jun 19, 202642 days later
Torch Capital III LPOtherSpouse	Bought	$15K–$50K	May 7, 2026	Jun 19, 202643 days later
U.S. Treasury BillsBondSpouse	Sold part	$15K–$50K	May 7, 2026	Jun 19, 202643 days later
Westminster CA Impt SchBondSpouse	Bought	$500K–$1M	May 7, 2026	Jun 19, 202643 days later
Westminster CA IMPT SCHBondSpouse	Bought	$50K–$100K	May 7, 2026	Jun 19, 202643 days later
East Bay CA MUN WTR UTILBondSpouse	Bought	$50K–$100K	May 6, 2026	Jun 19, 202644 days later
East Bay CA Muni UtilBondSpouse	Bought	$250K–$500K	May 6, 2026	Jun 19, 202644 days later
Franklin-McKinley IMPT SCHBondSpouse	Bought	$50K–$100K	May 6, 2026	Jun 19, 202644 days later
San Diego CA Unif SchBondSpouse	Bought	$250K–$500K	May 6, 2026	Jun 19, 202644 days later
Austin TX ARPT SYS TRANBondSpouse	Bought	$50K–$100K	May 5, 2026	Jun 19, 202645 days later
Bonita CA UNI SCHBondSpouse	Bought	$50K–$100K	May 5, 2026	Jun 19, 202645 days later
Fairfield-Suisun CABondSpouse	Bought	$500K–$1M	May 5, 2026	Jun 19, 202645 days later
San Juan CABondSpouse	Sold part	$100K–$250K	May 4, 2026	Jun 19, 202646 days later · late
U.S. Treasury BillsBondSpouse	Sold part	$50K–$100K	May 4, 2026	Jun 19, 202646 days later · late
CA InfrastructureBondSpouse	Sold	$500K–$1M	May 1, 2026	Jun 19, 202649 days later · late
U.S Treasury BillsBondSpouse	Sold part	$50K–$100K	Apr 30, 2026	May 18, 202618 days later
Audax Senior Loan Fund ST LPOtherSpouse	Bought	Spouse/DC Over	Apr 28, 2026	May 18, 202620 days later
Berks Cnty PA GO UTXBondSpouse	Bought	$50K–$100K	Apr 28, 2026	May 18, 202620 days later
Illinois State GO UTXBondSpouse	Bought	$500K–$1M	Apr 24, 2026	May 18, 202624 days later
Los Angeles CA GO UTXBondSpouse	Sold	$50K–$100K	Apr 24, 2026	May 18, 202624 days later
Los Angeles CNTY EXCISEBondSpouse	Sold	$50K–$100K	Apr 24, 2026	May 18, 202624 days later
San Diego CNTY CA WTR UTILBondSpouse	Sold	$50K–$100K	Apr 24, 2026	May 18, 202624 days later
U.S Treasury BillsBondSpouse	Sold part	$50K–$100K	Apr 24, 2026	May 18, 202624 days later
UNIV CA PUB EDUCBondSpouse	Sold	$50K–$100K	Apr 24, 2026	May 18, 202624 days later
U.S Treasury BillsBondSpouse	Sold part	$15K–$50K	Apr 23, 2026	May 18, 202625 days later
Los Angeles County Excise TaxBondSpouse	Sold	$250K–$500K	Apr 22, 2026	May 18, 202626 days later
Novato CA UNI SCHBondSpouse	Sold	$50K–$100K	Apr 22, 2026	May 18, 202626 days later
San Francisco CA Bay Mass TranBondSpouse	Sold	$50K–$100K	Apr 22, 2026	May 18, 202626 days later
U.S Treasury BillsBondSpouse	Sold part	$50K–$100K	Apr 22, 2026	May 18, 202626 days later
Austin TX WTR UTILBondSpouse	Bought	$50K–$100K	Apr 21, 2026	May 18, 202627 days later
Los Angeles Cnty CA EXCISEBondSpouse	Bought	$50K–$100K	Apr 21, 2026	May 18, 202627 days later
Los Angeles CNTY EXCISEBondSpouse	Bought	$500K–$1M	Apr 21, 2026	May 18, 202627 days later
Met Govt Nashville, TN HLTH SYSBondSpouse	Bought	$250K–$500K	Apr 21, 2026	May 18, 202627 days later
U.S Treasury BillsBondSpouse	Sold part	$100K–$250K	Apr 17, 2026	May 18, 202631 days later
Trinity River Auth SWR UTILBondSpouse	Bought	$50K–$100K	Apr 16, 2026	May 18, 202632 days later
U.S Treasury BillsBondSpouse	Sold part	$50K–$100K	Apr 16, 2026	May 18, 202632 days later
Chester Cnty PA SCHBondSpouse	Bought	$50K–$100K	Apr 14, 2026	May 18, 202634 days later
Pasadena CA COLL EDUCBondSpouse	Sold	$250K–$500K	Apr 13, 2026	May 18, 202635 days later
U.S Treasury BillsBondSpouse	Sold part	$250K–$500K	Apr 13, 2026	May 18, 202635 days later
U.S Treasury BillsBondSpouse	Sold part	$50K–$100K	Apr 13, 2026	May 18, 202635 days later
U.S Treasury BillsBondSpouse	Sold part	$50K–$100K	Apr 10, 2026	May 18, 202638 days later
CA ST PUB W BLDGBondSpouse	Bought	$50K–$100K	Apr 9, 2026	May 18, 202639 days later
CA ST PUB W BLDGBondSpouse	Bought	$250K–$500K	Apr 9, 2026	May 18, 202639 days later
California Health SYSBondSpouse	Bought	$50K–$100K	Apr 9, 2026	May 18, 202639 days later
Grapevine-Colleyville TX GO UTXBondSpouse	Bought	$50K–$100K	Apr 9, 2026	May 18, 202639 days later
Los Angeles CA Pwr UtilBondSpouse	Sold	$500K–$1M	Apr 9, 2026	May 18, 202639 days later
U.S Treasury BillsBondSpouse	Sold part	$50K–$100K	Apr 9, 2026	May 18, 202639 days later
Pittsburgh CA WTR UTILBondSpouse	Sold	$250K–$500K	Apr 7, 2026	May 18, 202641 days later
Los Angeles CA Wtr Swr UtilBondSpouse	Sold	$500K–$1M	Apr 6, 2026	May 18, 202642 days later
U.S Treasury BillsBondSpouse	Sold part	$100K–$250K	Apr 6, 2026	May 18, 202642 days later
Anaheim CA Hsg Elec UtilBondSpouse	Sold	$50K–$100K	Apr 2, 2026	May 18, 202646 days later · late
Los Angeles CA Wtr Swr UtilBondSpouse	Sold	$100K–$250K	Apr 2, 2026	May 18, 202646 days later · late
Sacramento Muni Util DistBondSpouse	Sold	$100K–$250K	Apr 2, 2026	May 18, 202646 days later · late
Sacramento Muni Util DistBondSpouse	Sold	$250K–$500K	Apr 2, 2026	May 18, 202646 days later · late
U.S Treasury BillsBondSpouse	Sold part	$50K–$100K	Apr 2, 2026	May 18, 202646 days later · late
Riverside CA Elec UtilBondSpouse	Sold	Spouse/DC Over	Mar 30, 2026	Apr 29, 202630 days later
U.S Treasury BillsBondSpouse	Bought	$250K–$500K	Mar 30, 2026	Apr 29, 202630 days later
U.S Treasury BillsBondSpouse	Bought	$250K–$500K	Mar 30, 2026	Apr 29, 202630 days later
San Diego CA UNI GO UTXBondSpouse	Sold	$250K–$500K	Mar 27, 2026	Apr 29, 202633 days later
Allocate Alpha Fund II LPOtherSpouse	Bought	$1K–$15K	Mar 26, 2026	Apr 29, 202634 days later
Allocate Premier Access FundOtherSpouse	Bought	$1K–$15K	Mar 25, 2026	Apr 29, 202635 days later
Inverted Capital I LPOtherSpouse	Bought	$50K–$100K	Mar 25, 2026	Apr 29, 202635 days later
U.S Treasury BillsBondSpouse	Bought	$500K–$1M	Mar 25, 2026	Apr 29, 202635 days later
U.S Treasury BillsBondSpouse	Sold part	$100K–$250K	Mar 24, 2026	Apr 29, 202636 days later
U.S. Treasury NotesBondSpouse	Sold	Spouse/DC Over	Mar 24, 2026	Apr 29, 202636 days later
U. S. Treasury BillsBondSpouse	Sold part	$500K–$1M	Feb 19, 2026	Mar 18, 202627 days later
Stepstone Tactical Growth Fund III, LPOtherSpouse	Bought	$1K–$15K	Feb 13, 2026	Mar 18, 202633 days later
Kent Street O&M Holdings LLCOtherSpouse	Bought	$100K–$250K	Feb 4, 2026	Mar 18, 202642 days later
Valo Ventures GP II, LPOtherSpouse	Bought	$50K–$100K	Feb 3, 2026	Mar 18, 202643 days later
Regeneration VC Fund 1 LPOtherSpouse	Bought	$15K–$50K	Jan 21, 2026	Feb 25, 202635 days later
Valo Ventures GP II, LPOtherSpouse	Bought	$15K–$50K	Jan 21, 2026	Feb 25, 202635 days later
Solace HealthOtherSpouse	Bought	$250K–$500K	Jan 14, 2026	Feb 25, 202642 days later
U.S Treasury BillsBondSpouse	Bought	$100K–$250K	Dec 29, 2025	Jan 19, 202621 days later
U.S Treasury BillsBondSpouse	Sold part	$100K–$250K	Dec 26, 2025	Jan 19, 202624 days later
Allocate Alpha Fund II LPOtherSpouse	Bought	$1K–$15K	Dec 19, 2025	Jan 19, 202631 days later
Allocate Premier Access FundOtherSpouse	Bought	$15K–$50K	Dec 19, 2025	Jan 19, 202631 days later
U.S Treasury BillsBondSpouse	Bought	$50K–$100K	Dec 8, 2025	Jan 19, 202642 days later
U.S Treasury BillsBondSpouse	Sold part	$50K–$100K	Dec 4, 2025	Jan 19, 202646 days later · late
Kent Street Group LLCOtherSpouse	Bought	$15K–$50K	Nov 20, 2025	Dec 11, 202521 days later
Allocate Alpha Fund II LPOtherSpouse	Bought	$15K–$50K	Nov 19, 2025	Dec 11, 202522 days later
Palmdale CA SchBondSpouse	Bought	$100K–$250K	Nov 19, 2025	Dec 11, 202522 days later
U.S. Treasury NotesBondSpouse	Sold part	$500K–$1M	Nov 18, 2025	Dec 11, 202523 days later
Motesto CA WasteBondSpouse	Bought	$100K–$250K	Nov 12, 2025	Dec 11, 202529 days later
Sacramento CA WTR UTILBondSpouse	Sold	$100K–$250K	Nov 3, 2025	Dec 11, 202538 days later
U.S Treasury BillsBondSpouse	Bought	$15K–$50K	Oct 6, 2025	Nov 14, 202539 days later
U.S Treasury BillsBondSpouse	Sold part	$15K–$50K	Oct 2, 2025	Nov 14, 202543 days later
San Francisco CA Sewer UtilBondSpouse	Sold	$50K–$100K	Oct 1, 2025	Nov 14, 202544 days later
Riverside CA Sewer UtilBondSpouse	Sold	$100K–$250K	Sep 29, 2025	Oct 17, 202518 days later
Inverted Capital I LPOtherSpouse	Bought	$50K–$100K	Sep 25, 2025	Oct 17, 202522 days later
U.S Treasury BillsBondSpouse	Sold part	$15K–$50K	Sep 25, 2025	Oct 17, 202522 days later
Allocate Alpha Fund II LPOtherSpouse	Bought	$15K–$50K	Sep 24, 2025	Oct 17, 202523 days later
Allocate Premier Access FundOtherSpouse	Bought	$15K–$50K	Sep 22, 2025	Oct 17, 202525 days later
Anaheim CA Hsg Elec UtilBondSpouse	Bought	$50K–$100K	Sep 10, 2025	Oct 17, 202537 days later
San Francisco CA Bay Mass TranBondSpouse	Bought	$50K–$100K	Sep 9, 2025	Oct 17, 202538 days later
U.S Treasury BillsBondSpouse	Sold part	$50K–$100K	Sep 8, 2025	Oct 17, 202539 days later
U.S Treasury BillsBondSpouse	Bought	$100K–$250K	Sep 8, 2025	Oct 17, 202539 days later
U.S Treasury BillsBondSpouse	Sold part	$100K–$250K	Sep 4, 2025	Oct 17, 202543 days later
Inverted Capital I LPOtherSpouse	Bought	$100K–$250K	Sep 3, 2025	Oct 17, 202544 days later
CA ST UNIV PUB EDUCBondSpouse	Bought	$100K–$250K	Aug 5, 2025	Sep 15, 202541 days later
San Jose CA Uni SchBondSpouse	Bought	$500K–$1M	Aug 5, 2025	Sep 15, 202541 days later
Mammoth CA USD IMPT SCHBondSpouse	Sold	$50K–$100K	Aug 1, 2025	Sep 15, 202545 days later
San Juan CA USD IMPT SCHBondSpouse	Sold part	$100K–$250K	Aug 1, 2025	Sep 15, 202545 days later
Santa Clara CN CA HLTHBondSpouse	Sold	$15K–$50K	Aug 1, 2025	Sep 15, 202545 days later
U.S Treasury BillsBondSpouse	Bought	$250K–$500K	Aug 1, 2025	Sep 15, 202545 days later
U.S Treasury BillsBondSpouse	Sold part	$250K–$500K	Jul 31, 2025	Aug 11, 202511 days later
Kent Street Group LLCOtherSpouse	Bought	$15K–$50K	Jul 24, 2025	Aug 11, 202518 days later
GV Livingston LLCOtherSpouse	Bought	$50K–$100K	Jul 3, 2025	Aug 11, 202539 days later
Los Angeles CA FINL SCHBondSpouse	Sold	$50K–$100K	Jul 1, 2025	Aug 11, 202541 days later
Valo Ventures GP II, LPOtherSpouse	Bought	$15K–$50K	Jun 25, 2025	Jul 16, 202521 days later
Allocate Alpha Fund II LPOtherSpouse	Bought	$1K–$15K	Jun 24, 2025	Jul 16, 202522 days later
Allocate Premier Access FundOtherSpouse	Bought	$15K–$50K	Jun 23, 2025	Jul 16, 202523 days later
U.S Treasury BillsBondSpouse	Bought	$100K–$250K	Jun 16, 2025	Jul 16, 202530 days later
U.S Treasury BillsBondSpouse	Sold part	$100K–$250K	Jun 12, 2025	Jul 16, 202534 days later
Los Angeles CA Wtr Swr UtilBondSpouse	Bought	$100K–$250K	Jun 10, 2025	Jul 16, 202536 days later
East Bay MUD SYS CABondSpouse	Sold part	$50K–$100K	Jun 2, 2025	Jul 16, 202544 days later
Allocate Alpha Fund II LPOtherSpouse	Bought	$15K–$50K	May 27, 2025	Jun 23, 202527 days later
Allocate Premier Access FundOtherSpouse	Bought	$15K–$50K	May 23, 2025	Jun 23, 202531 days later
Lynett Capital Partners IIIOtherSpouse	Bought	$100K–$250K	May 21, 2025	Jun 23, 202533 days later
Kent Street Group LLCOtherSpouse	Bought	$15K–$50K	Apr 14, 2025	May 16, 202532 days later
U.S Treasury BillsBondSpouse	Sold part	$250K–$500K	Apr 11, 2025	May 16, 202535 days later
U.S Treasury BillsBondSpouse	Bought	$500K–$1M	Mar 31, 2025	Apr 18, 202518 days later
U.S Treasury BillsBondSpouse	Sold part	$500K–$1M	Mar 27, 2025	Apr 18, 202522 days later
U.S Treasury BillsBondSpouse	Bought	$250K–$500K	Feb 3, 2025	Mar 14, 202539 days later
U.S Treasury BillsBondSpouse	Sold part	$250K–$500K	Jan 28, 2025	Feb 18, 202521 days later
Kent Street Group LLCOtherSpouse	Bought	$15K–$50K	Jan 10, 2025	Feb 18, 202539 days later
U.S Treasury BillsBondSpouse	Bought	$500K–$1M	Dec 30, 2024	Jan 15, 202516 days later
U.S Treasury BillsBondSpouse	Sold part	$500K–$1M	Dec 26, 2024	Jan 15, 202520 days later
Allocate Alpha Fund II LPOtherSpouse	Bought	$15K–$50K	Dec 23, 2024	Jan 15, 202523 days later
Allocate Premier Access FundOtherSpouse	Bought	$15K–$50K	Dec 23, 2024	Jan 15, 202523 days later
U.S. Treasury NotesBondSpouse	Sold part	$50K–$100K	Dec 19, 2024	Jan 15, 202527 days later
U.S Treasury BillsBondSpouse	Bought	$250K–$500K	Dec 16, 2024	Jan 15, 202530 days later
U.S Treasury BillsBondSpouse	Bought	$250K–$500K	Dec 16, 2024	Jan 15, 202530 days later
CA ST DEPT WTR UTILBondSpouse	Sold	$250K–$500K	Dec 2, 2024	Jan 15, 202544 days later
Stepstone Tactical Growth Fund III, LPOtherSpouse	Bought	$1K–$15K	Nov 18, 2024	Dec 16, 202428 days later
Visalia CA Uni IMPT SCHBondSpouse	Bought	$500K–$1M	Nov 7, 2024	Dec 16, 202439 days later
Orange CTY CA REV UTXBondSpouse	Sold	$50K–$100K	Oct 15, 2024	Nov 15, 202431 days later
San Francisco CA Sewer UtilBondSpouse	Sold part	$500K–$1M	Oct 1, 2024	Nov 15, 202445 days later
Sacramento CA WTR UTILBondSpouse	Bought	$50K–$100K	Sep 27, 2024	Oct 16, 202419 days later
Allocate Premier Access FundOtherSpouse	Bought	$15K–$50K	Sep 20, 2024	Oct 16, 202426 days later
Allocate Alpha Fund II LPOtherSpouse	Bought	$15K–$50K	Sep 19, 2024	Oct 16, 202427 days later
Kent Street Group GPOtherSpouse	Bought	$15K–$50K	Sep 11, 2024	Oct 16, 202435 days later
GV Christi LLCOtherSpouse	Bought	$50K–$100K	Sep 10, 2024	Oct 16, 202436 days later
Lynett Capital Partners IIIOtherSpouse	Bought	$100K–$250K	Sep 9, 2024	Oct 16, 202437 days later
San Mateo CA UHSD IMPT SCHBondSpouse	Sold	$50K–$100K	Sep 3, 2024	Oct 16, 202443 days later
CA ST UNIV PUB EDUCBondSpouse	Bought	$250K–$500K	Aug 29, 2024	Sep 12, 202414 days later
San Juan CA USD IMPT SCHBondSpouse	Bought	$100K–$250K	Aug 20, 2024	Sep 12, 202423 days later
Foothill-DeAnza CCD CA EducBondSpouse	Bought	$500K–$1M	Aug 15, 2024	Sep 12, 202428 days later
San Diego CA UNI GO UTXBondSpouse	Bought	$250K–$500K	Aug 8, 2024	Sep 12, 202435 days later
U.S Treasury BillsBondSpouse	Sold part	$500K–$1M	Aug 8, 2024	Sep 12, 202435 days later
Los Angeles CA FINL SCHBondSpouse	Bought	$50K–$100K	Aug 7, 2024	Sep 12, 202436 days later
Cerritos CA CCD COLL EDUCBondSpouse	Sold	$50K–$100K	Aug 1, 2024	Sep 12, 202442 days later
San Francisco CA BARTBondSpouse	Sold	$250K–$500K	Aug 1, 2024	Sep 12, 202442 days later
U.S Treasury BillsBondSpouse	Sold part	$250K–$500K	Jul 25, 2024	Aug 7, 202413 days later
Los Angeles CA IMPT SchBondSpouse	Bought	$500K–$1M	Jul 23, 2024	Aug 7, 202415 days later
Cambrian CA SDBondSpouse	Sold	$500K–$1M	Jul 17, 2024	Aug 7, 202421 days later
San Diego CA WTR UTILBondSpouse	Bought	$50K–$100K	Jul 12, 2024	Aug 7, 202426 days later
Sacramento CA UTILBondSpouse	Bought	$100K–$250K	Jul 10, 2024	Aug 7, 202428 days later
Santa Clara CN CA HLTHBondSpouse	Bought	$15K–$50K	Jul 10, 2024	Aug 7, 202428 days later
Marin CA MIN WTR UTILBondSpouse	Sold	$50K–$100K	Jul 1, 2024	Aug 7, 202437 days later
U.S Treasury BillsBondSpouse	Bought	$500K–$1M	Jul 1, 2024	Aug 7, 202437 days later
Torch Capital III LPOtherSpouse	Bought	$15K–$50K	Jun 27, 2024	Jul 15, 202418 days later
UNIV CA PUB EDUCBondSpouse	Bought	$50K–$100K	Jun 21, 2024	Jul 15, 202424 days later
U.S Treasury BillsBondSpouse	Sold part	Spouse/DC Over	Jun 20, 2024	Jul 15, 202425 days later
San Francisco CA IMPT SCHBondSpouse	Sold	$50K–$100K	Jun 17, 2024	Jul 15, 202428 days later
U.S Treasury BillsBondSpouse	Sold part	$250K–$500K	Jun 11, 2024	Jul 15, 202434 days later
U.S Treasury BillsBondSpouse	Sold part	$250K–$500K	Jun 7, 2024	Jul 15, 202438 days later
Alhambra CA USD SCHBondSpouse	Bought	$250K–$500K	Jun 3, 2024	Jul 15, 202442 days later
Oceanside CA IMPT SCHBondSpouse	Bought	$500K–$1M	May 22, 2024	Jun 25, 202434 days later
Los Angeles County, CA Excise TaxBondSpouse	Bought	$50K–$100K	May 20, 2024	Jun 25, 202436 days later
San Diego, CA IMPT SCHBondSpouse	Bought	$50K–$100K	May 20, 2024	Jun 25, 202436 days later
Los Angeles CA GO UTXBondSpouse	Bought	$50K–$100K	May 17, 2024	Jun 25, 202439 days later
U.S Treasury BillsBondSpouse	Sold part	$250K–$500K	May 16, 2024	Jun 25, 202440 days later
U.S Treasury NotesBondSpouse	Bought	$500K–$1M	Apr 3, 2024	May 13, 202440 days later
U.S Treasury BillsBondSpouse	Sold part	$500K–$1M	Mar 21, 2024	Apr 17, 202427 days later
U.S Treasury NotesBondSpouse	Bought	$500K–$1M	Mar 5, 2024	Apr 17, 202443 days later
U.S Treasury BillsBondSpouse	Sold part	$500K–$1M	Feb 29, 2024	Mar 11, 202411 days later
U.S Treasury BillsBondSpouse	Bought	$500K–$1M	Feb 14, 2024	Mar 11, 202426 days later
U.S Treasury BillsBondSpouse	Sold part	$500K–$1M	Feb 8, 2024	Mar 11, 202432 days later
U.S Treasury BillsBondSpouse	Bought	$250K–$500K	Jan 31, 2024	Feb 15, 202415 days later
U.S Treasury BillsBondSpouse	Sold part	$250K–$500K	Jan 18, 2024	Feb 15, 202428 days later
Lynett Capital Partners III, LPOtherSpouse	Bought	$100K–$250K	Jan 17, 2024	Feb 15, 202429 days later
U.S Treasury BillsBondSpouse	Bought	Spouse/DC Over	Jan 2, 2024	Feb 15, 202444 days later
U.S Treasury NotesBondSpouse	Bought	Spouse/DC Over	Jan 2, 2024	Feb 15, 202444 days later
U.S Treasury BillsBondSpouse	Bought	Spouse/DC Over	Dec 27, 2023	Jan 22, 202426 days later
U.S. Treasury NotesBondSpouse	Bought	$100K–$250K	Dec 27, 2023	Jan 22, 202426 days later
U.S Treasury NotesBondSpouse	Bought	Spouse/DC Over	Dec 26, 2023	Jan 22, 202427 days later
U.S Treasury BillsBondSpouse	Sold part	$500K–$1M	Dec 21, 2023	Jan 22, 202432 days later
Solano CA CCD EducBondSpouse	Bought	$250K–$500K	Dec 19, 2023	Jan 22, 202434 days later
Paris TX, GO LTXBondSpouse	Bought	$250K–$500K	Dec 14, 2023	Jan 22, 202439 days later
U.S Treasury BillsBondSpouse	Sold part	$500K–$1M	Dec 14, 2023	Jan 22, 202439 days later
U.S Treasury BillsBondSpouse	Bought	$250K–$500K	Nov 20, 2023	Dec 14, 202324 days later
U.S Treasury BillsBondSpouse	Bought	$500K–$1M	Nov 17, 2023	Dec 14, 202327 days later
Los Angeles CA GO UTXBondSpouse	Bought	$500K–$1M	Nov 8, 2023	Dec 14, 202336 days later
Lynett Capital Partners V, LPOtherSpouse	Bought	$100K–$250K	Nov 8, 2023	Dec 14, 202336 days later
U.S Treasury BillsBondSpouse	Bought	$500K–$1M	Nov 8, 2023	Dec 14, 202336 days later
U.S Treasury BillsBondSpouse	Sold part	$500K–$1M	Nov 2, 2023	Dec 14, 202342 days later
CA UNIV REVBondSpouse	Sold	$500K–$1M	Nov 1, 2023	Dec 14, 202343 days later
Riverside CA Sewer UtilBondSpouse	Bought	$100K–$250K	Oct 31, 2023	Nov 15, 202315 days later
Folsom Cordova CA Impt SchBondSpouse	Sold	$250K–$500K	Oct 2, 2023	Nov 15, 202344 days later
Stockton CA PFA Wtr UtilBondSpouse	Sold	Spouse/DC Over	Oct 2, 2023	Nov 15, 202344 days later
U.S Treasury BillsBondSpouse	Bought	$100K–$250K	Sep 25, 2023	Oct 13, 202318 days later
U.S Treasury BillsBondSpouse	Bought	$500K–$1M	Sep 25, 2023	Oct 13, 202318 days later
U.S Treasury BillsBondSpouse	Sold part	$100K–$250K	Sep 21, 2023	Oct 13, 202322 days later
U.S Treasury BillsBondSpouse	Sold part	$500K–$1M	Sep 21, 2023	Oct 13, 202322 days later
San Carlos CA SD Impt SchBondSpouse	Bought	$500K–$1M	Aug 17, 2023	Sep 14, 202328 days later
Upper Sta Clr JPA Wtr UtilBondSpouse	Bought	$100K–$250K	Aug 8, 2023	Sep 14, 202337 days later
Lodi CA USD GO UTXBondSpouse	Sold	$50K–$100K	Aug 1, 2023	Sep 14, 202344 days later
San Diego, CA CCD Coll EducBondSpouse	Sold	$250K–$500K	Aug 1, 2023	Sep 14, 202344 days later
U.S. Treasury NotesBondSpouse	Bought	$250K–$500K	Jul 24, 2023	Aug 12, 202319 days later
U.S. Treasury NotesBondSpouse	Sold part	$250K–$500K	Jul 20, 2023	Aug 12, 202323 days later
U.S. Treasury NotesBondSpouse	Bought	$15K–$50K	Jul 14, 2023	Aug 12, 202329 days later
San Diego CA Trans Excise TaxBondSpouse	Bought	$100K–$250K	Jul 13, 2023	Aug 12, 202330 days later
Cibolo Creek Muni Swr UtilBondSpouse	Sold	$15K–$50K	Jul 10, 2023	Aug 12, 202333 days later
US Treasury BillBondSpouse	Bought	Spouse/DC Over	Jun 26, 2023	Jul 14, 202318 days later
US Treasury BillBondSpouse	Bought	$250K–$500K	Jun 23, 2023	Jul 14, 202321 days later
US Treasury BillBondSpouse	Sold part	Spouse/DC Over	Jun 22, 2023	Jul 14, 202322 days later
San Francisco CA IMPT SCHBondSpouse	Sold part	$250K–$500K	Jun 15, 2023	Jul 14, 202329 days later
Univ CABondSpouse	Sold	$500K–$1M	May 15, 2023	Jun 13, 202329 days later
U.S Treasury BillsBondSpouse	Bought	$100K–$250K	Apr 25, 2023	May 10, 202315 days later
U.S Treasury BillsBondSpouse	Bought	$500K–$1M	Apr 25, 2023	May 10, 202315 days later
U.S Treasury BillsBondSpouse	Bought	$500K–$1M	Apr 24, 2023	May 10, 202316 days later
Bay Area Toll RV Toll TranBondSpouse	Sold	$250K–$500K	Apr 3, 2023	May 10, 202337 days later
U.S Treasury BillsBondSpouse	Sold	$100K–$250K	Mar 7, 2023	Apr 13, 202337 days later
U.S Treasury BillsBondSpouse	Bought	$100K–$250K	Feb 7, 2023	Mar 28, 202349 days later · late
Multi-Pack Solutions LLCOtherSpouse	Sold part	$100K–$250K	Jan 3, 2023	Feb 13, 202341 days later
Los Angeles CA W/P Wtr UtilBondSpouse	Sold	$15K–$50K	Jan 1, 2023	Feb 13, 202343 days later
Folsom Cordova CA Impt SchBondSpouse	Bought	$250K–$500K	Aug 12, 2022	Sep 12, 202231 days later
Los Angeles County Excise TaxBondSpouse	Bought	$250K–$500K	Aug 12, 2022	Sep 12, 202231 days later
Ohlone Community College DistrictBondSpouse	Sold	$250K–$500K	Aug 1, 2022	Sep 12, 202242 days later
Rowland CA USDBondSpouse	Sold	$250K–$500K	Aug 1, 2022	Sep 12, 202242 days later
San Francisco CA Sewer UtilBondSpouse	Bought	$100K–$250K	Jul 6, 2022	Aug 16, 202241 days later
San Francisco CA Sewer UtilBondSpouse	Bought	$500K–$1M	Jul 6, 2022	Aug 16, 202241 days later
East Bay MUD Sys CABondSpouse	Bought	$250K–$500K	Jun 21, 2022	Jul 15, 202224 days later
Lodi CA USD GO UTXBondSpouse	Bought	$100K–$250K	Jun 2, 2022	Jul 15, 202243 days later
San Francisco CA BARTBondSpouse	Bought	$250K–$500K	May 26, 2022	Jun 19, 202224 days later
San Francisco CA IMP SCHBondSpouse	Bought	$100K–$250K	May 26, 2022	Jun 19, 202224 days later
San Francisco CA IMPT SCHBondSpouse	Bought	$250K–$500K	May 26, 2022	Jun 19, 202224 days later
Mammoth CA USD IMPT SCHBondSpouse	Bought	$100K–$250K	May 24, 2022	Jun 19, 202226 days later
Cerritos CA CCD COLL EDUCBondSpouse	Bought	$100K–$250K	May 20, 2022	Jun 19, 202230 days later
San Mateo CA UHSD IMPT SCHBondSpouse	Bought	$100K–$250K	May 19, 2022	Jun 19, 202231 days later
CA ST DEPT WTR UTILBondSpouse	Bought	$250K–$500K	May 18, 2022	Jun 19, 202232 days later
Orange CTY CA REV UTXBondSpouse	Bought	$100K–$250K	May 18, 2022	Jun 19, 202232 days later
East Bay MUD SYS CABondSpouse	Bought	$500K–$1M	May 16, 2022	Jun 19, 202234 days later
Multi-Pack Solutions, LLCOtherSpouse	Bought	Spouse/DC Over	Apr 19, 2022	May 18, 202229 days later
gV Pines Apartments, LLCOtherSpouse	Bought	$100K–$250K	Jan 31, 2022	Feb 15, 202215 days later
San Francisco CA Rev. Bonds [gS]Spouse	Sold	$500K–$1M	Nov 1, 2021	Dec 6, 202135 days later
Bay Area Toll Rev [gS]Spouse	Sold	Spouse/DC Over	Oct 14, 2021	Nov 12, 202129 days later
CA Educ [gS]Spouse	Sold	$250K–$500K	Oct 14, 2021	Nov 12, 202129 days later
Contra Costa CCD [gS]Spouse	Sold	Spouse/DC Over	Oct 14, 2021	Nov 12, 202129 days later
Contra Costa CCD [gS]Spouse	Sold	$250K–$500K	Oct 14, 2021	Nov 12, 202129 days later
Sequoia CA uHSD IMPD SCH [gS]Spouse	Sold	$500K–$1M	Oct 14, 2021	Nov 12, 202129 days later
Cibolo Creek Muni Swr util [gS]Spouse	Bought	$50K–$100K	Oct 13, 2021	Nov 12, 202130 days later
uS Treasury Notes [gS]Spouse	Sold	Spouse/DC Over	Sep 21, 2021	Oct 15, 202124 days later
Novato CA uSD IMPT SCH [gS]Spouse	Bought	$50K–$100K	Sep 2, 2021	Oct 15, 202143 days later
los Angeles CA gO uTX [gS]Spouse	Sold	$50K–$100K	Sep 1, 2021	Oct 15, 202144 days later
Sacramento CA utl Pwr util [gS]Spouse	Sold	$500K–$1M	Aug 16, 2021	Sep 13, 202128 days later
Centinela VY uHS Impt Sch [gS]Spouse	Sold	$250K–$500K	Aug 2, 2021	Sep 13, 202142 days later
uS Treasury Notes [gS]Spouse	Sold part	$100K–$250K	Jun 17, 2021	Jul 9, 202122 days later
CA St Dept Wtr Res Power Ser O [gS]Spouse	Sold	$250K–$500K	May 3, 2021	Jun 8, 202136 days later
uS Treasury Notes [gS]Spouse	Sold part	$50K–$100K	May 3, 2021	Jun 8, 202136 days later
Broadview Hghts OH gO uTX [gS]Spouse	Bought	$50K–$100K	Apr 28, 2021	May 12, 202114 days later
los Angeles CA W/P Wtr util [gS]Spouse	Bought	$50K–$100K	Apr 13, 2021	May 12, 202129 days later
u.S. Treasury Notes [gS]Spouse	Sold part	$500K–$1M	Apr 5, 2021	May 12, 202137 days later
San Diego CA Trans Rev lTX [gS]Spouse	Sold	$50K–$100K	Apr 1, 2021	May 12, 202141 days later
uS Treasury Nootes [gS]Spouse	Sold part	$500K–$1M	Mar 10, 2021	Apr 14, 202135 days later
CA Infra & Dev Bk Comb util [gS]Spouse	Sold part	$100K–$250K	Feb 16, 2021	Mar 11, 202123 days later
grossmont CA Impt Sch [gS]Spouse	Sold	$100K–$250K	Feb 16, 2021	Mar 11, 202123 days later
Rancho CA WTR FA DIST COMB uTIl [gS]Spouse	Sold	$100K–$250K	Feb 16, 2021	Mar 11, 202123 days later
San Diego CA Wtr util [gS]Spouse	Sold	$100K–$250K	Feb 16, 2021	Mar 11, 202123 days later
San Francisco, CA City/Cty Impt [gS]Spouse	Sold	$100K–$250K	Feb 16, 2021	Mar 11, 202123 days later
San Francisco, CA FINl SCH [gS]Spouse	Sold	$100K–$250K	Feb 16, 2021	Mar 11, 202123 days later
Santa Clara CA uSD Impt Sch [gS]Spouse	Sold	$100K–$250K	Feb 16, 2021	Mar 11, 202123 days later
Silicon Vy Cln Wtr util [gS]Spouse	Sold	$100K–$250K	Feb 16, 2021	Mar 11, 202123 days later
univ CA Pub Ed [gS]Spouse	Sold	$100K–$250K	Feb 16, 2021	Mar 11, 202123 days later
San Diego CA Wtr util [gS]Spouse	Bought	$100K–$250K	Feb 11, 2021	Mar 11, 202128 days later
Anaheim CA Elec util [gS]Spouse	Sold	$100K–$250K	Feb 10, 2021	Mar 11, 202129 days later
Bay Area Toll RV TOll Tran [gS]Spouse	Sold part	$100K–$250K	Feb 10, 2021	Mar 11, 202129 days later
CA State Dept. Water Resources [gS]Spouse	Sold part	$50K–$100K	Feb 10, 2021	Mar 11, 202129 days later
CA State univ Pub Educ [gS]Spouse	Sold part	$50K–$100K	Feb 10, 2021	Mar 11, 202129 days later
Coast CCD CA Coll Educ [gS]Spouse	Sold	$50K–$100K	Feb 10, 2021	Mar 11, 202129 days later
los Angeles Cnty, CA MT Excise Tax [gS]Spouse	Sold	$100K–$250K	Feb 10, 2021	Mar 11, 202129 days later
Mount San Jacinto Coll Educ [gS]Spouse	Sold	$100K–$250K	Feb 10, 2021	Mar 11, 202129 days later
San Bruno, CA Swr util [gS]Spouse	Sold	$50K–$100K	Feb 10, 2021	Mar 11, 202129 days later
San Francisco CA City/Cnty VP [gS]Spouse	Sold	$100K–$250K	Feb 10, 2021	Mar 11, 202129 days later
Dublin San Ramon, CA Wtr util [gS]Spouse	Sold part	$50K–$100K	Feb 1, 2021	Mar 11, 202138 days later
Nevada Irrigation District Bonds [gS]Spouse	Sold	Spouse/DC Over	Jan 8, 2021	Feb 8, 202131 days later
u.S. Treasury Bills [gS]Spouse	Sold part	$500K–$1M	Dec 30, 2020	Jan 13, 202114 days later
u.S. Treasury Bills [gS]Spouse	Bought	$500K–$1M	Dec 16, 2020	Jan 13, 202128 days later
u.S. Treasury Bills [gS]Spouse	Sold	$500K–$1M	Dec 10, 2020	Jan 13, 202134 days later
Multi-Pack Solutions LLCOtherSpouse	Bought	$250K–$500K	Nov 30, 2020	Dec 18, 202018 days later
grossmont CA Impt Sch [gS]Spouse	Bought	$100K–$250K	Oct 14, 2020	Nov 12, 202029 days later
lynett Capital Partners II lPOtherSpouse	Bought	$15K–$50K	Oct 9, 2020	Nov 12, 202034 days later
San Francisco, CA City/Cty Impt [gS]Spouse	Sold	$50K–$100K	Oct 1, 2020	Nov 12, 202042 days later
San Francisco, CA FINl SCH [gS]Spouse	Bought	$100K–$250K	Sep 10, 2020	Oct 13, 202033 days later
Roseville, CA Finance Auth [gS]Spouse	Sold	$50K–$100K	Sep 1, 2020	Oct 13, 202042 days later
Contra Costa CA CCD COll EDuC [gS]Spouse	Bought	Spouse/DC Over	Aug 19, 2020	Sep 13, 202025 days later
Mariposa CTY, CA IMPT SCH [gS]Spouse	Bought	$100K–$250K	Aug 13, 2020	Sep 13, 202031 days later
RANDSpouseRand Capital Corporation	Sold	$1K–$15K	Aug 4, 2020	Sep 13, 202040 days later
los Angeles CA CCD COll EDuC [gS]Spouse	Sold	Spouse/DC Over	Aug 3, 2020	Sep 13, 202041 days later
RANDSpouseRand Capital Corporation	Sold part	$1K–$15K	Aug 3, 2020	Sep 13, 202041 days later
RANDSpouseRand Capital Corporation	Sold part	$1K–$15K	Jul 31, 2020	Aug 13, 202013 days later
RANDSpouseRand Capital Corporation	Sold part	$1K–$15K	Jul 30, 2020	Aug 13, 202014 days later
gainesville Fl COMB uTIl [gS]Spouse	Sold	$100K–$250K	Jul 29, 2020	Aug 13, 202015 days later
MA BAY TRAN AuTH EXCISE TAX [gS]Spouse	Sold	Spouse/DC Over	Jul 29, 2020	Aug 13, 202015 days later
Ohio Water Development Authority [gS]Spouse	Sold	$100K–$250K	Jul 29, 2020	Aug 13, 202015 days later
Orlando Fl uTIlS PWR uTIl [gS]Spouse	Sold	$100K–$250K	Jul 29, 2020	Aug 13, 202015 days later
RANDSpouseRand Capital Corporation	Sold part	$1K–$15K	Jul 29, 2020	Aug 13, 202015 days later
Calleguas ETC CA [gS]Spouse	Sold	$250K–$500K	Jul 29, 2020	Sep 13, 202046 days later · late
RANDSpouseRand Capital Corporation	Sold part	$1K–$15K	Jul 28, 2020	Aug 13, 202016 days later
New York NY gO uTX [gS]Spouse	Sold	$100K–$250K	Jul 24, 2020	Aug 13, 202020 days later
u.S. Treasury Bills [gS]Spouse	Sold part	Spouse/DC Over	Jul 16, 2020	Aug 13, 202028 days later
Ohio Water Development Authority [gS]Spouse	Sold part	$500K–$1M	Jul 15, 2020	Aug 13, 202029 days later
gainesville Fl COMB uTIl [gS]Spouse	Sold part	Spouse/DC Over	Jul 13, 2020	Aug 13, 202031 days later
New York NY gO uTX [gS]Spouse	Sold part	Spouse/DC Over	Jul 10, 2020	Aug 13, 202034 days later
Orlando Fl uTIlS PWR uTIl [gS]Spouse	Sold part	Spouse/DC Over	Jul 10, 2020	Aug 13, 202034 days later
MA BAY TRAN AuTH EXCISE TAX [gS]Spouse	Sold part	$100K–$250K	Jul 1, 2020	Aug 13, 202043 days later
uNIV EDuC [gS]Child	Sold	$250K–$500K	Jun 18, 2020	Jul 12, 202024 days later
gainesville Fl COMB uTIl [gS]	Sold part	$250K–$500K	Jun 18, 2020	Jul 12, 202024 days later
MA BAY TRAN AuTH MASS TRAN [gS]	Sold part	$250K–$500K	Jun 18, 2020	Jul 12, 202024 days later
u.S. Treasury Bills [gS]Spouse	Bought	$500K–$1M	Jun 16, 2020	Jul 12, 202026 days later
W Palm Beach Fl COMB uTIl [gS]	Sold	$100K–$250K	Jun 15, 2020	Jul 12, 202027 days later
u.S. Treasury Bills [gS]Spouse	Sold	$500K–$1M	Jun 11, 2020	Jul 12, 202031 days later
East Bay Muni util Dist, CA [gS]	Sold	$50K–$100K	Jun 1, 2020	Jul 12, 202041 days later
Dublin, CA unified Sch Dist [gS]Spouse	Bought	$500K–$1M	May 13, 2020	Jun 12, 202030 days later
los Angeles, CA Dept. of Water & Power [gS]Spouse	Bought	$500K–$1M	May 11, 2020	Jun 12, 202032 days later
CA State Dept. of Water Bonds [gS]Spouse	Sold part	$500K–$1M	May 1, 2020	Jun 12, 202042 days later
Metropolitan Water District S C WTR util [gS]Spouse	Sold	$250K–$500K	Apr 13, 2020	May 14, 202031 days later
Sequoia Ca uHSD Impt Sch [gS]Spouse	Bought	$500K–$1M	Apr 9, 2020	May 14, 202035 days later
Bay area Toll RV Ca Toll Tran [gS]Spouse	Bought	$250K–$500K	Apr 8, 2020	May 14, 202036 days later
Contra Costa Ca CCD [gS]Spouse	Bought	$250K–$500K	Apr 8, 2020	May 14, 202036 days later
Sacramento Ca utl Pwr util [gS]Spouse	Bought	$500K–$1M	Apr 8, 2020	May 14, 202036 days later
Ca Educ Priv Educ [gS]Spouse	Bought	$250K–$500K	Apr 1, 2020	May 14, 202043 days later
Centinela VY uHS Impt Sch [gS]Spouse	Bought	$250K–$500K	Apr 1, 2020	May 14, 202043 days later
Stockton, Ca PFa Wtr util [gS]Spouse	Bought	Spouse/DC Over	Mar 31, 2020	Apr 14, 202014 days later
San Diego, Ca CCD Coll Educ [gS]Spouse	Bought	$500K–$1M	Mar 30, 2020	Apr 14, 202015 days later
u.S. Treasury Bills [gS]Spouse	Sold	Spouse/DC Over	Mar 26, 2020	Apr 14, 202019 days later
u.S. Treasury Bills [gS]Spouse	Bought	$500K–$1M	Mar 13, 2020	Apr 14, 202032 days later
u.S. Treasury Bills [gS]Spouse	Sold	$500K–$1M	Mar 12, 2020	Apr 14, 202033 days later
lynett Capital Partners II lPOtherSpouse	Bought	$15K–$50K	Mar 2, 2020	Apr 14, 202043 days later
Butte-glenn Muni Bonds [gS]	Sold	$500K–$1M	Jan 29, 2020	Feb 17, 202019 days later
u.S. Treasury Notes [gS]Spouse	Bought	$500K–$1M	Jan 28, 2020	Feb 17, 202020 days later
alameda Ca Trans Excise [gS]Spouse	Sold	$500K–$1M	Jan 27, 2020	Feb 17, 202021 days later
Ca EDuC FaC auTH REV [gS]Spouse	Sold	Spouse/DC Over	Jan 27, 2020	Feb 17, 202021 days later
San Francisco County Ca EXCISE TaX [gS]Spouse	Sold	$500K–$1M	Jan 27, 2020	Feb 17, 202021 days later
Silicon Vy Cln Wtr util [gS]Spouse	Sold part	$250K–$500K	Jan 27, 2020	Feb 17, 202021 days later
u.S. Treasury Notes [gS]Spouse	Bought	Spouse/DC Over	Jan 27, 2020	Feb 17, 202021 days later
u.S. Treasury Bills [gS]Spouse	Bought	Spouse/DC Over	Nov 14, 2019	Dec 19, 201935 days later
Multi-Pack Solutions LLC [oL]Spouse	Sold part	Spouse/DC over	Oct 31, 2019	Nov 22, 201922 days later
u.S. Treasury Bills [gS]Spouse	Bought	Spouse/DC Over	Sep 30, 2019	Oct 15, 201915 days later
u.S. Treasury Bills [gS]Spouse	Sold	Spouse/DC Over	Sep 26, 2019	Oct 15, 201919 days later
u.S. Treasury Bills [gS]Spouse	Bought	$500K–$1M	Sep 16, 2019	Oct 15, 201929 days later
u.S. Treasury Bills [gS]Spouse	Sold	$500K–$1M	Sep 12, 2019	Oct 15, 201933 days later
lynett Capital Partners II lP [oI]Spouse	Bought	$15K–$50K	Aug 27, 2019	Sep 16, 201920 days later
San Juan, Ca uSD [gS]Spouse	Bought	$500K–$1M	Aug 9, 2019	Sep 16, 201938 days later
Washington State Bonds [gS]	Sold	$500K–$1M	Aug 1, 2019	Sep 16, 201946 days later · late
San Jose, Ca [gS]	Sold	$500K–$1M	Jul 31, 2019	Aug 14, 201914 days later
Sacramento Muni util Dist [gS]Spouse	Bought	$250K–$500K	Jul 25, 2019	Aug 14, 201920 days later
Ohlone Community College District [gS]Spouse	Bought	$250K–$500K	Jul 24, 2019	Aug 14, 201921 days later
Ma BaY TRaN auTH EXCISE TaX [gS]Spouse	Sold part	$100K–$250K	Jul 19, 2019	Aug 14, 201926 days later
Ohio Water Development authority [gS]Spouse	Bought	$500K–$1M	Jul 16, 2019	Aug 14, 201929 days later
Roseville, Ca Finance auth [gS]Spouse	Bought	$100K–$250K	Jul 16, 2019	Aug 14, 201929 days later
East Bay Muni util Dist, Ca [gS]Spouse	Sold	$250K–$500K	Jul 12, 2019	Aug 14, 201933 days later
Sacramento, Ca [gS]Spouse	Sold	Spouse/DC Over	Jul 12, 2019	Aug 14, 201933 days later
los angeles Ca, W util Pwr [gS]Spouse	Sold	$250K–$500K	Jul 1, 2019	Aug 14, 201944 days later
RANDSpouseRand Capital Corporation	Sold part	$1K–$15K	Jun 7, 2019	Jul 14, 201937 days later
RANDSpouseRand Capital Corporation	Sold part	$1K–$15K	Jun 4, 2019	Jul 14, 201940 days later
RANDSpouseRand Capital Corporation	Sold part	$1K–$15K	Jun 3, 2019	Jul 14, 201941 days later
RANDSpouseRand Capital Corporation	Sold part	$1K–$15K	May 28, 2019	Jun 18, 201921 days later
RANDSpouseRand Capital Corporation	Sold part	$15K–$50K	May 24, 2019	Jun 18, 201925 days later
Ca St Dept Wtr Res Power Ser O [gS]Spouse	Bought	$250K–$500K	May 23, 2019	Jun 18, 201926 days later
RANDSpouseRand Capital Corporation	Sold part	$1K–$15K	May 23, 2019	Jun 18, 201926 days later
RANDSpouseRand Capital Corporation	Sold part	$1K–$15K	May 22, 2019	Jun 18, 201927 days later
RANDSpouseRand Capital Corporation	Sold part	$1K–$15K	May 21, 2019	Jun 18, 201928 days later
Enterprise Ca Elem Sch Dist Rfdg - 2029 [gS]Spouse	Bought	$500K–$1M	May 20, 2019	Jun 18, 201929 days later
Enterprise Ca Elem Sch Dist Rfdg - 2030 [gS]Spouse	Bought	$250K–$500K	May 20, 2019	Jun 18, 201929 days later
RANDSpouseRand Capital Corporation	Sold part	$1K–$15K	May 20, 2019	Jun 18, 201929 days later
RANDSpouseRand Capital Corporation	Sold part	$1K–$15K	May 17, 2019	Jun 18, 201932 days later
university of Ca Rev. Bonds [gS]Spouse	Sold	$500K–$1M	May 15, 2019	Jun 18, 201934 days later
gainesville Fl COMB uTIl [gS]Spouse	Sold part	$100K–$250K	Apr 26, 2019	May 6, 201910 days later
u.S. Treasury Bills [gS]Spouse	Bought	Spouse/DC Over	Apr 4, 2019	May 6, 201932 days later
u.S. Treasury Bills [gS]Spouse	Bought	$100K–$250K	Apr 3, 2019	May 6, 201933 days later
u.S. Treasury Bills [gS]Spouse	Sold part	Spouse/DC Over	Mar 28, 2019	Apr 14, 201917 days later
u.S. Treasury Bills [gS]Spouse	Sold part	$100K–$250K	Mar 28, 2019	Apr 14, 201917 days later
lynett Capital Partners II lPOtherSpouse	Bought	$15K–$50K	Mar 18, 2019	Apr 14, 201927 days later
u.S. Treasury Bills [gS]Spouse	Bought	$500K–$1M	Mar 18, 2019	Apr 14, 201927 days later
u.S. Treasury Bills [gS]Spouse	Sold part	$500K–$1M	Mar 14, 2019	Apr 14, 201931 days later
RANDSpouseRand Capital Corporation	Sold part	$15K–$50K	Mar 8, 2019	Apr 14, 201937 days later
RANDSpouseRand Capital Corporation	Sold part	$15K–$50K	Mar 7, 2019	Apr 14, 201938 days later
RANDSpouseRand Capital Corporation	Sold part	$15K–$50K	Mar 6, 2019	Apr 14, 201939 days later
RANDSpouseRand Capital Corporation	Sold part	$1K–$15K	Mar 5, 2019	Apr 14, 201940 days later
RANDSpouseRand Capital Corporation	Sold part	$1K–$15K	Mar 4, 2019	Apr 14, 201941 days later
RANDSpouseRand Capital Corporation	Sold part	$1K–$15K	Mar 1, 2019	Apr 14, 201944 days later
RANDSpouseRand Capital Corporation	Sold part	$1K–$15K	Feb 28, 2019	Mar 19, 201919 days later
Ca Infra & E Dev Pool auth [gS]Spouse	Bought	$500K–$1M	Feb 27, 2019	Mar 19, 201920 days later
Ca State univ Pub Educ [gS]	Bought	$50K–$100K	Feb 26, 2019	Mar 19, 201921 days later
Riverside Ca Elec util [gS]Spouse	Bought	Spouse/DC Over	Feb 26, 2019	Mar 19, 201921 days later
lynett Capital Partners II lPOtherSpouse	Bought	$50K–$100K	Feb 25, 2019	Mar 19, 201922 days later
alameda Ca Trans Excise [gS]Spouse	Bought	$500K–$1M	Feb 21, 2019	Mar 19, 201926 days later
los angeles Cnty, Ca MT Excise Tax [gS]	Bought	$100K–$250K	Feb 20, 2019	Mar 19, 201927 days later
San Francisco, Ca City/Cnty VP [gS]	Bought	$100K–$250K	Feb 19, 2019	Mar 19, 201928 days later
anaheim Ca Elec util [gS]	Bought	$100K–$250K	Feb 14, 2019	Mar 19, 201933 days later
Bay area Toll RV Toll Tran [gS]	Bought	$100K–$250K	Feb 14, 2019	Mar 19, 201933 days later
Bay area Toll RV Toll Tran [gS]Spouse	Bought	Spouse/DC Over	Feb 14, 2019	Mar 19, 201933 days later
Bay area Toll RV Toll Tran [gS]Spouse	Sold	Spouse/DC Over	Feb 14, 2019	Mar 19, 201933 days later
Ca State Dept. Water Resources [gS]	Bought	$50K–$100K	Feb 14, 2019	Mar 19, 201933 days later
Ca State School Building [gS]Spouse	Sold	Spouse/DC Over	Feb 14, 2019	Mar 19, 201933 days later
Monterey Peninsula WTR COPS [gS]Spouse	Sold	$500K–$1M	Feb 14, 2019	Mar 19, 201933 days later
NEW YORK NY gO uTX [gS]	Sold	$250K–$500K	Feb 14, 2019	Mar 19, 201933 days later
NYC NY MuN Fa WTR uTIl [gS]	Sold	$250K–$500K	Feb 14, 2019	Mar 19, 201933 days later
Orange Ca WTR CO WTR COPS [gS]Spouse	Sold	Spouse/DC Over	Feb 14, 2019	Mar 19, 201933 days later
San Diego Ca Trans Rev lTX [gS]Spouse	Sold	Spouse/DC Over	Feb 14, 2019	Mar 19, 201933 days later
Santa Clara Valley Ca [gS]Spouse	Sold	Spouse/DC Over	Feb 14, 2019	Mar 19, 201933 days later
uNIV TX PERM uNIV PuB EDuC [gS]	Sold	$250K–$500K	Feb 14, 2019	Mar 19, 201933 days later
W Palm Beach Fl COMB uTIl [gS]	Sold part	$100K–$250K	Feb 14, 2019	Mar 19, 201933 days later
Cambrian Ca SD [gS]Spouse	Bought	Spouse/DC Over	Feb 12, 2019	Mar 19, 201935 days later
Coast CCD Ca Coll Educ [gS]	Bought	$50K–$100K	Feb 11, 2019	Mar 19, 201936 days later
Mount San Jacinto Coll Educ [gS]	Bought	$100K–$250K	Feb 11, 2019	Mar 19, 201936 days later
San Bruno Ca Swr util [gS]	Bought	$50K–$100K	Feb 11, 2019	Mar 19, 201936 days later
East Bay Muni util Dist, Ca [gS]	Bought	$100K–$250K	Feb 8, 2019	Mar 19, 201939 days later
Rowland Ca uSD [gS]Spouse	Bought	$250K–$500K	Jan 9, 2019	Feb 12, 201934 days later
Silicon Valley Cln Wtr [gS]Spouse	Bought	$250K–$500K	Jan 9, 2019	Feb 12, 201934 days later
San Francisco County Ca EXCISE TaX [gS]Spouse	Bought	$500K–$1M	Dec 31, 2018	Jan 18, 201918 days later
los angeles Ca gO uTX [gS]Spouse	Bought	$100K–$250K	Dec 28, 2018	Jan 18, 201921 days later
Marin Ca MIN WTR uTIl [gS]Spouse	Bought	$100K–$250K	Dec 28, 2018	Jan 18, 201921 days later
Ca EDuC FaC auTH REV [gS]Spouse	Bought	Spouse/DC Over	Dec 26, 2018	Jan 18, 201923 days later
Ca uNIV REV [gS]Spouse	Bought	$500K–$1M	Dec 26, 2018	Jan 18, 201923 days later
Folsom Cordova SCH DIST Ca IMPT SCH [gS]Spouse	Bought	$100K–$250K	Dec 26, 2018	Jan 18, 201923 days later
los angeles Ca CCD COll EDuC [gS]Spouse	Bought	Spouse/DC Over	Dec 26, 2018	Jan 18, 201923 days later
Orlando Fl uTIlS PWR uTIl [gS]Spouse	Bought	Spouse/DC Over	Dec 26, 2018	Jan 18, 201923 days later
Rancho Ca WTR FaC DIST COMB uTIl [gS]Spouse	Bought	$100K–$250K	Dec 26, 2018	Jan 18, 201923 days later
San Diego Ca TRaNS EXCISE TaX [gS]Spouse	Bought	$100K–$250K	Dec 26, 2018	Jan 18, 201923 days later
uNIV Ca PuB EDuC [gS]Spouse	Bought	Spouse/DC Over	Dec 26, 2018	Jan 18, 201923 days later
W Palm Beach Fl COMB uTIl [gS]	Bought	$250K–$500K	Dec 26, 2018	Jan 18, 201923 days later
gainesville Fl COMB uTIl [gS]	Bought	$250K–$500K	Dec 24, 2018	Jan 18, 201925 days later
gainesville Fl COMB uTIl [gS]Spouse	Bought	Spouse/DC Over	Dec 24, 2018	Jan 18, 201925 days later
Ma BaY TRaN auTH EXCISE TaX [gS]Spouse	Bought	Spouse/DC Over	Dec 24, 2018	Jan 18, 201925 days later
uNIV TX PERM uNIV PuB EDuC [gS]	Bought	$250K–$500K	Dec 24, 2018	Jan 18, 201925 days later
uNIV EDuC [gS]Child	Bought	$250K–$500K	Dec 21, 2018	Jan 18, 201928 days later
New York NY gO uTX [gS]Spouse	Bought	Spouse/DC Over	Dec 21, 2018	Jan 18, 201928 days later
New York NY gO uTX [gS]	Bought	$250K–$500K	Dec 21, 2018	Jan 18, 201928 days later

Portfolio performance: Scott H. Peters vs. benchmarks

Copying everything that was public: the holdings in each annual financial disclosure, bought on the day it was published, and every trade on the day it was disclosed. Since Aug 10, 2018.

You, copying after each disclosure – estimated value
S&P 500
Nasdaq-100

Oct 1, 2021 to Oct 7, 2026, buying on disclosure dates; call options valued with their leverage (strike and expiry from the disclosure); prices adjusted for dividends and splits.
	Total return	Per year
You, copying after each disclosure – estimated value	+30.5%	+5.5%
S&P 500	+91.4%	+13.8%
Nasdaq-100	+116.8%	+16.7%

Scott H. Peters' most traded stocks

Number of disclosed buys and sells per stock.

Stock	Buys	Sells
RANDRand Capital Corporation	0	30

Source: official disclosures filed with the Clerk of the House. Each date links to the original filing.

Scott H. Peters: Stock Portfolio, Performance and Latest Trades

Scott H. Peters' estimated portfolio todayi

Scott H. Peters' buys and sells

Portfolio performance: Scott H. Peters vs. benchmarksi

Scott H. Peters' most traded stocks

Scott H. Peters' estimated portfolio today

Portfolio performance: Scott H. Peters vs. benchmarks