Sara Jacobs D
Democratic representative for California (CA-51), in the House since Jan 3, 2021.
Among all 439 members
Each dot is a member; Jacobs is the ringed one. Hover or tap a dot for who it is.
Raised
Their campaign's receipts in its latest two-year period (FEC); a log scale
Votes with their party
On party votes in the 119th Congress: most Democrats against most Republicans
Missed votes
Share of the 119th Congress's roll calls they didn't vote on
Lobbyists' giving
Contributions and honors lobbyists and their firms report giving them (LD-203), 2021 on; a log scale
Money from out of state
Share of their itemized individual contributions from donors outside their state, latest period (FEC)
Bills sponsored
In the 119th Congress (GovInfo's bill records)
Voting record
Voteview's DW-NOMINATE first dimension, from every roll call they cast
Where their campaign money comes from
- Individuals
- PACs
- Parties
- Candidate's own money
- Other
2025–26
$1.9M
2023–24
$1.7M
2021–22
$1.7M
See the data
| Period | Raised | Individuals | PACs | Parties | Own money | Spent | Cash | Outside for | Outside against |
|---|---|---|---|---|---|---|---|---|---|
| 2025–26 | $1,864,955 | $525,013 | $266,750 | $0 | $934,015 | $1,624,897 | $317,430 | $141 | $0 |
| 2023–24 | $1,724,534 | $525,045 | $252,356 | $0 | $757,903 | $1,737,189 | $77,372 | $332 | $0 |
| 2021–22 | $1,712,466 | $678,680 | $205,050 | $0 | $782,415 | $1,724,605 | $90,027 | $989 | $0 |
FEC totals through Oct 14, 2026.
Who gives to them
Their itemized individual contributions (over $200 from a donor in an election cycle): from inside California versus everywhere else, each period.
- From California
- From out of state
2025–26
$251K
2023–24
$375K
2021–22
$355K
Where it came from
- Less
- More
- Their state
Their donors' employers
Employers as donors wrote them, 2021 on (retired and not employed donors aside).
LINKEDIN
$19K
ARNOLD VENTURES
$17K
CLARKE JOHNSTON THORP & RICE
$12K
GAFCON INC
$12K
SINGLETON SCHREIBER
$10K
MAF LLC
$10K
CLARKE & RICE APC
$9,100
VIASAT INC
$8,800
THE APARTMENT COMPANY
$8,400
PEARL HEALTH
$7,800
GFP REAL ESTATE
$7,000
SPS STUDIOS
$6,600
The largest donors, and the numbers
| Period | Itemized | Contributions | From CA | Retired donors |
|---|---|---|---|---|
| 2025–26 | $251,226 | 1,190 | 75% | 1% |
| 2023–24 | $374,888 | 1,289 | 79% | 3% |
| 2021–22 | $355,373 | 510 | 81% | 8% |
| Donor | Where | Employer, occupation | Total |
|---|---|---|---|
| BLUE, ALLEN | WEST HOLLYWOOD, CA | LINKEDIN, INTERNET EXECUTIVE | $19,400 |
| CLARKE, JUDY | SAN DIEGO, CA | NOT EMPLOYED, NOT EMPLOYED | $18,650 |
| RICE, SPEEDY | SAN DIEGO, CA | CLARKE JOHNSTON THORP & RICE, ATTORNEY | $15,150 |
| GAFFEN, YEHUDI | SAN DIEGO, CA | GAFCON INC., CEO | $11,800 |
| ARNOLD, LAURA | HOUSTON, TX | ARNOLD VENTURES, CO-FOUNDER | $10,300 |
| LAHLOU, R'NELLE | SAN DIEGO, CA | MAF LLC, MARKETING | $10,300 |
| COHN, KAREN | LA JOLLA, CA | NOT EMPLOYED, NOT EMPLOYED | $9,500 |
| SIMONS, LIZ | ATHERTON, CA | NOT EMPLOYED, NOT EMPLOYED | $9,100 |
| ADLER, MARK | SOLANA BEACH, CA | SELF EMPLOYED, PHYSICIAN | $8,900 |
| CUSHMAN, LAWRENCE M | SAN DIEGO, CA | SELF EMPLOYED, PERSONAL INVESTMENTS | $8,800 |
| KOPKO, MICHAEL | NEW YORK, NY | PEARL HEALTH, HEALTHCARE SPECIALIST | $7,800 |
| GAYLORD, LYNN | DEL MAR, CA | SELF EMPLOYED, MARRIAGE AND FAMILY THERAPIST | $7,500 |
| GOLDMAN FOWLER, AMY | RHINEBECK, NY | SELF EMPLOYED, AUTHOR | $7,000 |
| GURAL, JEFFREY | NEW YORK, NY | GFP REAL ESTATE, CHAIRMAN | $7,000 |
| HELM, NELSON JR | LOUISVILLE, KY | NOT EMPLOYED, NOT EMPLOYED | $7,000 |
| ARNOLD, JOHN | HOUSTON, TX | ARNOLD VENTURES, FOUNDER | $6,800 |
| BARTON, RICK | ENCINITAS, CA | PROCOPIO CORY HARGREAVES & SAVITCH LLP, ATTORNEY | $6,700 |
| JACOBS, MARA | BROOKLYN, NY | NYC DEPARTMENT OF EDUCATION, TEACHER | $6,600 |
| SCHUTZ, STEPHEN | LA JOLLA, CA | SPS STUDIOS, ACCOUNTING SPECIALIST | $6,600 |
| WILSON, MIKAYLA | BROOKLYN, NY | NOT EMPLOYED, NOT EMPLOYED | $6,600 |
| GAYLORD, CHARLES JR | DEL MAR, CA | NOT EMPLOYED, NOT EMPLOYED | $6,500 |
| FICARA, PELLEGRINO | ENCINITAS, CA | THE APARTMENT COMPANY, REAL ESTATE INVESTOR | $6,400 |
| MOORES, JENNIFER | CARDIFF BY THE SEA, CA | NOT EMPLOYED, NOT EMPLOYED | $6,300 |
| WYGOD, PAMELA | RANCHO SANTA FE, CA | NOT EMPLOYED, NOT EMPLOYED | $6,300 |
| CAMPION, MARY KATHRYN | HOUSTON, TX | SELF EMPLOYED, ECONOMIST | $6,206 |
Their biggest PAC and party givers
$22K
AMERICAN FEDERATION OF TEACHERS, AFL-CIO COMMITTEE ON POLITICAL EDUCATION
$20K
All 25
| Committee | Connected organization | Total | Gifts |
|---|---|---|---|
| INTERNATIONAL ASSOCIATION OF SHEET METAL, AIR, RAIL AND TRANSPORTATION WORKERS POLITICAL ACTION LEAGUE | INTERNATIONAL ASSOCIATION OF SHEET METAL, AIR, RAIL AND TRANSPORTATION WORKERS | $30,000 | 8 |
| AMERICAN FEDERATION OF STATE COUNTY & MUNICIPAL EMPLOYEES P E O P L E | DISTRICT COUNCIL 37, AFSCME PUBLIC EMPLOYEES ORGANIZED FOR POL & LEG EQUALITY | $30,000 | 12 |
| MACHINISTS NON PARTISAN POLITICAL LEAGUE OF THE INTERNATIONAL ASSOCIATION OF MACHINISTS & AEROSPACE WORKERS | INTERNATIONAL ASSOCIATION OF MACHINISTS AND AEROSPACE WORKERS | $25,000 | 5 |
| NATIONAL AIR TRAFFIC CONTROLLERS ASSOCIATION PAC | NATIONAL AIR TRAFFIC CONTROLLERS ASSOCIATION | $24,000 | 18 |
| LABORERS' INTERNATIONAL UNION OF NORTH AMERICA (LIUNA) PAC | LABORERS' INTERNATIONAL UNION OF NORTH AMERICA | $22,500 | 6 |
| ELECT DEMOCRATIC WOMEN | PRO-CHOICE WOMEN | $21,500 | 19 |
| UNITED FOOD AND COMMERCIAL WORKERS INTERNATIONAL UNION ACTIVE BALLOT CLUB | UNITED FOOD AND COMMERCIAL WORKERS INTERNATIONAL UNION | $20,500 | 10 |
| D.R.I.V.E. - DEMOCRAT, REPUBLICAN, INDEPENDENT VOTER EDUCATION (THE PAC OF THE INTERNATIONAL BROTHERHOOD OF TEAMSTERS) | INTERNATIONAL BROTHERHOOD OF TEAMSTERS | $20,000 | 4 |
| CARPENTERS LEGISLATIVE IMPROVEMENT COMMITTEE UNITED BROTHERHOOD OF CARPENTERS AND JOINERS | UNITED BROTHERHOOD OF CARPENTERS AND JOINERS OF AMERICA | $20,000 | 4 |
| AMERICAN FEDERATION OF TEACHERS, AFL-CIO COMMITTEE ON POLITICAL EDUCATION | $20,000 | 6 | |
| NATIONAL ASSOCIATION OF LETTER CARRIERS OF U.S.A. POLITICAL FUND (LETTER CARRIER POLITICAL FUND) | BRANCH 193 NATIONAL ASSOCIATION OF LETTER CARRIERS POLITICAL ACTION COMMITTEE | $17,500 | 6 |
| INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS POLITICAL ACTION COMMITTEE | INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS | $17,500 | 4 |
| AMERICAN ASSOCIATION FOR JUSTICE POLITICAL ACTION COMMITTEE (AAJ PAC) | AMERICAN ASSOCIATION FOR JUSTICE (AAJ) | $16,000 | 6 |
| NATIONAL UNION OF HEALTHCARE WORKERS FEDERAL COMMITTEE ON POLITICAL EDUCATION | $13,500 | 4 | |
| SEIU COPE (SERVICE EMPLOYEES INTERNATIONAL UNION COMMITTEE ON POLITICAL EDUCATION) | SERVICE EMPLOYEES INTERNATIONAL UNION | $12,500 | 3 |
| AIR LINE PILOTS ASSOCIATION PAC | AIR LINE PILOTS ASSOCIATION | $12,500 | 6 |
| NEA FUND FOR CHILDREN AND PUBLIC EDUCATION | NATIONAL EDUCATION ASSOCIATION | $12,000 | 7 |
| NATIONAL ASSOCIATION OF REALTORS POLITICAL ACTION COMMITTEE | NATIONAL ASSOCIATION OF REALTORS | $10,000 | 5 |
| INTERNATIONAL UNION OF OPERATING ENGINEERS LOCAL NO. 12 FEDERAL PAC | INTERNATIONAL UNION OF OPERATING ENGINEERS LOCAL NO. 12 | $10,000 | 2 |
| INTERNATIONAL ASSOCIATION OF FIREFIGHTERS INTERESTED IN REGISTRATION AND EDUCATION PAC | INTERNATIONAL ASSOCIATION OF FIRE FIGHTERS | $10,000 | 5 |
| INT'L UNION OF BRICKLAYERS AND ALLIED CRAFTWORKERS | INT'L UNION OF BRICKLAYERS AND ALLIED CRAFTWORKERS | $10,000 | 2 |
| DEFEND THE VOTE | DEFEND THE VOTE LEADERSHIP FUND | $10,000 | 4 |
| END CITIZENS UNITED | LET AMERICA VOTE PAC | $9,500 | 6 |
| AMERICAN FEDERATION OF GOVT. EMPL. POLITICAL ACTION COMMITTEE | AMERICAN FEDERATION OF GOV'T EMPLOYEES | $9,500 | 6 |
| NATIONAL ELECTRICAL CONTRACTORS ASSOCIATION POLITICAL ACTION COMMITTEE | NATIONAL ELECTRICAL CONTRACTORS ASSOCIATION | $9,000 | 4 |
Outside spending for and against them
- Against them
- For them
All of it
$1,462
Who spent it
COURAGE CALIFORNIA SUPER PAC
$1,345
PLANNED PARENTHOOD ACTION FUND OF THE PACIFIC SOUTHWEST PAC
$97
SIERRA CLUB INDEPENDENT ACTION
$20
See the data
| Spender | For or against | Total | Reports |
|---|---|---|---|
| COURAGE CALIFORNIA SUPER PAC | for | $1,345 | 51 |
| PLANNED PARENTHOOD ACTION FUND OF THE PACIFIC SOUTHWEST PAC | for | $97 | 11 |
| SIERRA CLUB INDEPENDENT ACTION | for | $20 | 2 |
What lobbyists report giving them
By the lobbying firm or organization that filed: contributions to their campaigns and PACs, and payments to honor them (LD-203).
All 25
Earmarks they asked for
Congressionally directed spending enacted at their request, alone or with others: 47 earmarks, $46.8M. 10 went to an organization whose employees gave to Jacobs's campaigns ($13.2M).
- To an organization whose employees gave to them
- To one whose lobbying firm's lobbyists gave to them
- Other earmarks
FY 2026
$14.2M
FY 2024
$13.6M
FY 2023
$16.1M
FY 2022
$3.0M
Against chance: set beside the earmarks other members of their state's delegation asked for on their own, in the same year and account, 7 of the 42 of theirs went to their donors' employers; chance gives about 2: more than chance gives, once every member is tested.
The largest
San Diego County Twin-Engine Firefighting Helicopter
Department of Agriculture
$3.8M
City of San Diego
2 earmarks · Department of Housing and Urban Development · its employees gave $250
$3.2M
San Diego State University
3 earmarks · Department of Housing and Urban Development · its employees gave $1,200
$3.0M
University of California, San Diego
2 earmarks · Department of Labor
$2.7M
San Diego Armed Services YMCA Center for Military Families Infrastructure Improvement Project Armed Services YMCA
Department of Housing and Urban Development
$2.0M
San Diego Housing Commission
Department of Housing and Urban Development · its employees gave $425
$2.0M
Municipal Workforce Child Care Pilot Program City of San Diego
Department of Housing and Urban Development
$2.0M
Wildfire Technology Commons University of California, San Diego
Department of Commerce · its employees gave $125
$1.9M
San Diego Community College District Family-Friendly Study Centers San Diego Community College District
Department of Housing and Urban Development
$1.5M
Lemon Grove Early Childhood Education Center Design Lemon Grove School District
Department of Housing and Urban Development
$1.4M
All 47
| Year | Recipient | Amount | Asked with | Its employees gave them | Its lobbying firm gave them |
|---|---|---|---|---|---|
| FY 2026 | City of San Diego Expanding Affordable Child Care Facilities Department of Housing and Urban Development · Community Development Fund · CA | $2,000,000 | $250, 1 donor | ||
| FY 2026 | San Diego Housing Commission Linda Vista Affordable Housing—Via Las Cumbres Redevelopment Department of Housing and Urban Development · Community Development Fund · CA | $2,000,000 | $425, 2 donors | ||
| FY 2026 | San Diego State University Child Care Facility for Former Foster Youth Department of Housing and Urban Development · Community Development Fund · CA | $1,500,000 | $1,200, 5 donors | ||
| FY 2026 | City of San Diego Safe Sleeping Pilot Program Site Expansion Department of Housing and Urban Development · Community Development Fund · CA | $1,200,000 | Peters | $250, 1 donor | |
| FY 2026 | Youth Empowerment’s Finest I.M.A.G.I.N.E. Afterschool Program DOJ · OJP—Byrne · CA | $1,031,000 | |||
| FY 2026 | San Diego State University Research Foundation AI–Enabled Robotics Training Center DOC · NIST— STRS · CA | $1,000,000 | |||
| FY 2026 | San Diego State University Child Care for Children with Disabilities Department of Housing and Urban Development · Community Development Fund · CA | $1,000,000 | $1,200, 5 donors | ||
| FY 2026 | University of San Diego JusticeForward: Safer Students Workforce Initiative DOJ · OJP—Byrne · CA | $927,000 | |||
| FY 2026 | San Diego County Office of Education Linda Vista Innovation Center Support Department of Housing and Urban Development · Community Development Fund · CA | $850,000 | |||
| FY 2026 | San Diego Unified School District Mobile Washer and Dryer Units for Homeless San Diegans Department of Housing and Urban Development · Community Development Fund · CA | $850,000 | |||
| FY 2026 | Greater Than Tech Training San Diego Students for Emerging Tech Careers DOC · NIST— STRS · CA | $826,000 | |||
| FY 2026 | San Miguel Consolidated Fire Protection District San Miguel Aerial Apparatus Department of Housing and Urban Development · Community Development Fund · CA | $500,000 | |||
| FY 2026 | City of El Cajon El Cajon Emergency Operations Center Development and Construction Department of Housing and Urban Development · Community Development Fund · CA | $250,000 | |||
| FY 2026 | San Miguel Elementary Safe Routes to School Infrastructure Improvements Department of Transportation · Highway Infrastructure Programs · CA | $250,000 | |||
| FY 2024 | Wildfire Technology Commons University of California, San Diego Department of Commerce · NIST–STRS (Scientific and Technical Research and Services) · CA | $1,926,000 | Vargas | $125, 1 donor | |
| FY 2024 | San Diego Community College District Family-Friendly Study Centers San Diego Community College District Department of Housing and Urban Development · Community Development Fund · CA | $1,466,279 | |||
| FY 2024 | Lemon Grove Early Childhood Education Center Design Lemon Grove School District Department of Housing and Urban Development · Community Development Fund · CA | $1,439,790 | |||
| FY 2024 | San Diego Safe Parking Program Site Expansion City of San Diego Department of Housing and Urban Development · Community Development Fund · CA | $1,200,000 | Vargas | $250, 1 donor | |
| FY 2024 | East County Center for Military and Veteran Reintegration County of San Diego Department of Housing and Urban Development · Community Development Fund · CA | $1,000,000 | |||
| FY 2024 | Junior Achievement of San Diego County Expansion and Renovation Junior Achievement of San Diego County Department of Housing and Urban Development · Community Development Fund · CA | $1,000,000 | |||
| FY 2024 | San Diego State University Transmission Electron Microscope San Diego State University Department of Commerce · NIST–STRS (Scientific and Technical Research and Services) · CA | $963,000 | $600, 3 donors | ||
| FY 2024 | Grantville Safe Parking Site Construction County of San Diego Department of Housing and Urban Development · Community Development Fund · CA | $850,000 | |||
| FY 2024 | New San Carlos Library City of San Diego Department of Housing and Urban Development · Community Development Fund · CA | $850,000 | $250, 1 donor | ||
| FY 2024 | University of San Diego Teaching Kitchen University of San Diego Department of Housing and Urban Development · Community Development Fund · CA | $850,000 | |||
| FY 2024 | Lemon Grove Early Childhood Education Center Bus Fleet Expansion Lemon Grove School District Department of Housing and Urban Development · Community Development Fund · CA | $658,000 | |||
| FY 2024 | San Diego River Center at Grant Park The San Diego River Park Foundation Department of Housing and Urban Development · Community Development Fund · CA | $500,000 | |||
| FY 2024 | Miramar College School of Public Safety Renovation San Diego Community College District Department of Housing and Urban Development · Community Development Fund · CA | $500,000 | |||
| FY 2024 | Little Saigon Street Improvements Little Saigon Foundation of San Diego Department of Housing and Urban Development · Community Development Fund · CA | $250,000 | |||
| FY 2024 | Lemon Grove Little League Field Renovation Lemon Grove Little League Department of Housing and Urban Development · Community Development Fund · CA | $100,000 | |||
| FY 2023 | San Diego County Twin-Engine Firefighting Helicopter Department of Agriculture · State and Private Forestry - Forest Resource Information and Analysis · CA | $3,750,000 | Issa, Vargas, Levin, Peters | ||
| FY 2023 | San Diego Armed Services YMCA Center for Military Families Infrastructure Improvement Project Armed Services YMCA Department of Housing and Urban Development · Community Development Fund · CA | $2,024,846 | |||
| FY 2023 | Municipal Workforce Child Care Pilot Program City of San Diego Department of Housing and Urban Development · Community Development Fund · CA | $2,000,000 | |||
| FY 2023 | University of California, San Diego University of California, San Diego, La Jolla, CA for job skills development and supportive services for a child care worker and providers pipeline Department of Labor · Employment and Training Administration · CA | $1,600,000 | |||
| FY 2023 | No Shots Fired Shaphat Outreach Department of Justice · OJP-Byrne · CA | $1,200,000 | |||
| FY 2023 | San Diego Community College District San Diego Community College District, San Diego, CA for centers to support LGBT students Department of Education · Higher Education · CA | $1,200,000 | |||
| FY 2023 | University of California, San Diego University of California, San Diego, La Jolla, CA for facilities and equipment Department of Health and Human Services · Health Resources and Services Administration · CA | $1,095,000 | Vargas | ||
| FY 2023 | Summer for All of Us - Come Play Outside Expansion City of San Diego Department of Housing and Urban Development · Community Development Fund · CA | $800,000 | |||
| FY 2023 | La Maestra Family Clinic Inc La Maestra Family Clinic Inc, CA, for facilities and equipment Department of Health and Human Services · Health Resources and Services Administration · CA | $752,000 | |||
| FY 2023 | Joan B Kroc School of Peace Studies at the University of San Diego Joan B Kroc School of Peace Studies at the University of San Diego, CA for a research lab program to combat violence, including scholarships Department of Education · Higher Education · CA | $580,000 | |||
| FY 2023 | San Diego State University San Diego State University, San Diego, CA for school-based behavioral health training and supports Department of Education · Elementary and Secondary Education · CA | $524,972 | $30, 1 donor | ||
| FY 2023 | San Diego's Community Information Exchange (CIE) INFO LINE of San Diego County dba 211 San Diego Department of Housing and Urban Development · Community Development Fund · CA | $250,000 | |||
| FY 2023 | County of San Diego County of San Diego, CA for training and materials for child welfare programs Department of Health and Human Services · Administration for Children and Families · CA | $220,000 | |||
| FY 2023 | Adulting for Higher Schoolers: Engaging Students in Career Exploration and Preparation for Life Sweetwater Union High School District Department of Housing and Urban Development · Community Development Fund · CA | $100,000 | |||
| FY 2022 | County of San Diego Child Care Expansion Fund County of San Diego County of San Diego Child Care Expansion Fund County of San Diego, San Diego, CA Small Business Administration · Salaries and Expenses · CA | $1,000,000 | |||
| FY 2022 | City Heights Multimedia IDEA LAB and Performance Annex City of San Diego Department of Housing and Urban Development · Community Development Fund · CA | $1,000,000 | |||
| FY 2022 | Balboa Park Starlight Bowl ADA Facility Enhancements City of San Diego Department of Housing and Urban Development · Community Development Fund · CA | $500,000 | |||
| FY 2022 | Linda Vista Branch Library, Outdoor Early Learning Patio Project City of San Diego Department of Housing and Urban Development · Community Development Fund · CA | $500,000 |
Fiscal years 2022–24 from GAO's Tracking the Funds data; 2026 from the House Appropriations Committee's tables. Matched to donors' employers and lobbying clients by name only; an employer's gifts are those in two-year periods up to the earmark's year, shown on each of its earmarks.
How they've voted lately
Their last 150 roll calls in the 119th Congress, oldest to newest.
- Yea
- Nay
- Not voting
- Against their party
May 13, 2026Sep 16, 2026
On the most-lobbied bills
How many clients' lobbying reports named each bill; the bar's color is their vote on its deciding roll call.
H.R. 1
An act to provide for reconciliation pursuant to title II of H. Con. R…
3,420 clients
H.R. 5376
Inflation Reduction Act of 2022
3,169 clients
H.R. 1319
American Rescue Plan Act of 2021
2,160 clients
H.R. 3684
Infrastructure Investment and Jobs Act
2,036 clients
H.R. 2617
Consolidated Appropriations Act, 2023
1,900 clients
H.R. 2471
Consolidated Appropriations Act, 2022
1,154 clients
H.R. 8800
National Defense Authorization Act for Fiscal Year 2027
966 clients
H.R. 2670
National Defense Authorization Act for Fiscal Year 2024
959 clients
H.R. 7900
National Defense Authorization Act for Fiscal Year 2023
899 clients
H.R. 4521
United States Innovation and Competition Act of 2021
875 clients
H.R. 4350
National Defense Authorization Act for Fiscal Year 2022
856 clients
H.R. 1968
Full-Year Continuing Appropriations and Extensions Act, 2025
812 clients
H.R. 8070
Servicemember Quality of Life Improvement and National Defense Authori…
797 clients
H.R. 3838
Streamlining Procurement for Effective Execution and Delivery and Nati…
744 clients
H.R. 4366
Consolidated Appropriations Act, 2024
728 clients
Every vote
| Date | Question | Measure | Vote | Result |
|---|---|---|---|---|
| Sep 16, 2026 | On Motion to Suspend the Rules and Pass | S. 2403 Retire through Ownership Act | yea | Passed |
| Sep 16, 2026 | On Motion to Suspend the Rules and Pass, as Amended | H.R. 9497 Water Resources Development Act | yea | Passed |
| Sep 16, 2026 | On Motion to Suspend the Rules and Pass, as Amended | H.R. 9340 Ratepayer Protection Act | yea | Passed |
| Sep 16, 2026 | On Passage | H.J.Res. 213 Providing for congressional disapproval under chapter 8 of title 5, United States Code, of the rule issued by the Environmental Protection A | not voting | Passed |
| Sep 16, 2026 | On Passage | H.R. 10326 PROOF Act | nay | Passed |
| Sep 16, 2026 | On Passage | H.R. 9576 National Fraud Enforcement Division Act | nay | Passed |
| Sep 16, 2026 | On Motion to Concur in the Senate Amendments | H.R. 5334 An Act to amend the Internal Revenue Code of 1986 to allow early childhood educators to take the educator expense deduction, and for other p | nay | Passed |
| Sep 15, 2026 | On Agreeing to the Resolution | H.Con.Res. 93 Directing the President, pursuant to section 5(c) of the War Powers Resolution, to remove United States Armed Forces from hostilities with I | yea | Passed |
| Sep 15, 2026 | On Passage | H.J.Res. 210 Providing for congressional disapproval under chapter 8 of title 5, United States Code, of the rule submitted by the Environmental Protectio | nay | Passed |
| Sep 15, 2026 | On Motion to Suspend the Rules and Pass, as Amended | H.R. 9500 Tax Relief for Fraud Victims Act | yea | Passed |
| Sep 15, 2026 | On Motion to Suspend the Rules and Pass | H.R. 2140 Diesel Emissions Reduction Act | yea | Passed |
| Sep 15, 2026 | On Motion to Suspend the Rules and Pass, as Amended | H.R. 4646 Whistleblower Protection Act | yea | Passed |
| Sep 15, 2026 | On Motion to Suspend the Rules and Pass, as Amended | H.R. 8278 Fostering the Use of Technology to Uphold Regulatory Effectiveness in Supervision Act | yea | Passed |
| Sep 15, 2026 | On Motion to Suspend the Rules and Pass, as Amended | H.R. 2978 GUARD Act | yea | Passed |
| Sep 15, 2026 | On Agreeing to the Resolution | H.Res. 1530 Providing for consideration of the bills H.R. 9576 and H.R. 10326, providing for consideration of the joint resolutions H.J. Res. 210 and H. | nay | Passed |
| Sep 15, 2026 | On Ordering the Previous Question | H.Res. 1530 Providing for consideration of the bills H.R. 9576 and H.R. 10326, providing for consideration of the joint resolutions H.J. Res. 210 and H. | nay | Passed |
| Sep 15, 2026 | On Motion to Table | H.Res. 1486 Impeaching Donald John Trump, President of the United States, for high crimes and misdemeanors | nay | Passed |
| Sep 14, 2026 | On Motion to Suspend the Rules and Pass, as Amended | H.R. 3276 Local Communities & Bird Habitat Stewardship Act | yea | Passed |
| Sep 14, 2026 | On Motion to Suspend the Rules and Pass, as Amended | H.R. 4219 National Wildlife Refuge System Invasive Species Strike Team Act | yea | Passed |
| Sep 3, 2026 | On Passage | H.R. 4795 Protect Economic and Academic Freedom Act | nay | Passed |
| Sep 2, 2026 | On Passage | H.R. 1501 Protecting Domestic Mining Act | nay | Passed |
| Sep 2, 2026 | On Motion to Suspend the Rules and Pass | H.J.Res. 1 Proposing an amendment to the Constitution of the United States to require that the Supreme Court of the United States be composed of nine j | nay | Failed |
| Sep 1, 2026 | On Agreeing to the Resolution | H.Res. 1498 In the matter of allegations relating to Representative Chuck Edwards | yea | Passed |
| Sep 1, 2026 | On Passage | H.R. 9436 To amend the Consolidated Appropriations Act, 2023 to extend the time period for which certain regulations concerning the North Atlantic rig | nay | Passed |
| Sep 1, 2026 | On Motion to Recommit | H.R. 9436 To amend the Consolidated Appropriations Act, 2023 to extend the time period for which certain regulations concerning the North Atlantic rig | yea | Failed |
| Sep 1, 2026 | On Agreeing to the Resolution | H.Res. 1490 Providing for the condemnation and denouncement of socialism in all its forms, and for other purposes | nay | Passed |
| Sep 1, 2026 | On Agreeing to the Resolution | H.Res. 1499 Providing for consideration of the bills (H.R. 1501, H.R. 9436, and H.R. 4795); providing for consideration of the resolution (H. Res. 1490) | nay | Passed |
| Sep 1, 2026 | On Ordering the Previous Question | H.Res. 1499 Providing for consideration of the bills (H.R. 1501, H.R. 9436, and H.R. 4795); providing for consideration of the resolution (H. Res. 1490) | nay | Passed |
| Sep 1, 2026 | On Motion to Suspend the Rules and Concur in the Senate Amendments | H.R. 6500 AGOA Extension Act | yea | Passed |
| Aug 31, 2026 | On Motion to Suspend the Rules and Pass | S. 32 Local Access to Courts Act | yea | Passed |
| Aug 31, 2026 | On Motion to Suspend the Rules and Pass | S. 307 Prison Staff Safety Enhancement Act | yea | Passed |
| Jul 23, 2026 | On Passage | H.R. 8884 Removing Barriers to Work for Disabled Americans Act | nay | Passed |
| Jul 23, 2026 | On Agreeing to the Resolution | H.Con.Res. 89 Directing the President, pursuant to section 5(c) of the War Powers Resolution, to remove United States Armed Forces from hostilities with I | yea | Passed |
| Jul 22, 2026 | On Agreeing to the Resolution | H.Con.Res. 113 Establishing the congressional budget for the United States Government for fiscal year 2027 and setting forth the appropriate budgetary leve | nay | Passed |
| Jul 22, 2026 | On Passage | H.R. 7008 Stop Insider Trading Act | nay | Passed |
| Jul 22, 2026 | On Motion to Recommit | H.R. 7008 Stop Insider Trading Act | yea | Failed |
| Jul 22, 2026 | On Passage | H.R. 8800 National Defense Authorization Act for Fiscal Year 2027 | nay | Passed |
| Jul 22, 2026 | On Motion to Recommit | H.R. 8800 National Defense Authorization Act for Fiscal Year 2027 | yea | Failed |
| Jul 22, 2026 | On Agreeing to the Amendment | H.R. 8800 | nay | Failed |
| Jul 22, 2026 | On Agreeing to the Amendment | H.R. 8800 | nay | Agreed to |
| Jul 22, 2026 | On Agreeing to the Amendment | H.R. 8800 | nay | Failed |
| Jul 22, 2026 | On Agreeing to the Amendment | H.R. 8800 | nay | Agreed to |
| Jul 21, 2026 | On Passage | H.R. 9770 Making continuing appropriations for fiscal year 2027, and for other purposes | nay | Passed |
| Jul 21, 2026 | On Passage | H.R. 6955 Main Street Act | nay | Passed |
| Jul 21, 2026 | On Motion to Recommit | H.R. 6955 Main Street Act | yea | Failed |
| Jul 21, 2026 | On Agreeing to the Amendment | H.R. 8800 | nay | Failed |
| Jul 21, 2026 | On Agreeing to the Amendment | H.R. 8800 | nay | Agreed to |
| Jul 21, 2026 | On Agreeing to the Amendment | H.R. 8800 | nay | Agreed to |
| Jul 21, 2026 | On Agreeing to the Amendment | H.R. 8800 | nay | Failed |
| Jul 21, 2026 | On Agreeing to the Amendment | H.R. 8800 | nay | Agreed to |
| Jul 21, 2026 | On Agreeing to the Amendment | H.R. 8800 | nay | Failed |
| Jul 21, 2026 | On Agreeing to the Amendment | H.R. 8800 | nay | Failed |
| Jul 21, 2026 | On Agreeing to the Amendment | H.R. 8800 | nay | Failed |
| Jul 21, 2026 | On Agreeing to the Amendment | H.R. 8800 | nay | Failed |
| Jul 21, 2026 | On Agreeing to the Amendment | H.R. 8800 | nay | Agreed to |
| Jul 21, 2026 | On Agreeing to the Amendment | H.R. 8800 | nay | Failed |
| Jul 21, 2026 | On Agreeing to the Amendment | H.R. 8800 | yea | Agreed to |
| Jul 21, 2026 | On Agreeing to the Amendment | H.R. 8800 | nay | Failed |
| Jul 21, 2026 | On Agreeing to the Amendment | H.R. 8800 | nay | Failed |
| Jul 21, 2026 | On Agreeing to the Amendment | H.R. 8800 | nay | Failed |
| Jul 21, 2026 | On Agreeing to the Resolution | H.Res. 1438 Providing for consideration of the bills (H.R. 8800, H.R. 8884, H.R. 7008, H.R. 6955, and H.R. 9770); and providing for consideration of the | nay | Passed |
| Jul 21, 2026 | On Ordering the Previous Question | H.Res. 1438 Providing for consideration of the bills (H.R. 8800, H.R. 8884, H.R. 7008, H.R. 6955, and H.R. 9770); and providing for consideration of the | nay | Passed |
| Jul 21, 2026 | On Motion to Suspend the Rules and Pass, as Amended | H.R. 1118 Value Over Cost Act | yea | Passed |
| Jul 20, 2026 | On Motion to Suspend the Rules and Pass, as Amended | H.R. 8823 Putting Patients First by Strengthening Provider Accountability in FECA Act | yea | Passed |
| Jul 20, 2026 | On Motion to Suspend the Rules and Pass, as Amended | H.R. 4541 EARLY Act Reauthorization | yea | Passed |
| Jul 16, 2026 | On Motion to Recommit | H.R. 9237 Take Care of America’s Veterans Act | yea | Failed |
| Jul 16, 2026 | On Motion to Suspend the Rules and Pass | H.R. 5362 To name the Department of Veterans Affairs multispecialty clinic in Marietta, Georgia, as the “Colonel Michael H. Boyce Department of Vetera | yea | Passed |
| Jul 15, 2026 | On Passage | H.R. 8595 National Security, Department of State, and Related Programs Appropriations Act, 2027 | nay | Passed |
| Jul 15, 2026 | On Motion to Recommit | H.R. 8595 National Security, Department of State, and Related Programs Appropriations Act, 2027 | yea | Failed |
| Jul 15, 2026 | On Agreeing to the Amendment | H.R. 8595 | nay | Failed |
| Jul 15, 2026 | On Agreeing to the Amendment | H.R. 8595 | nay | Failed |
| Jul 15, 2026 | On Agreeing to the Amendment | H.R. 8595 | yea | Failed |
| Jul 15, 2026 | On Agreeing to the Amendment | H.R. 8595 | nay | Failed |
| Jul 15, 2026 | On Agreeing to the Amendment | H.R. 8595 | nay | Failed |
| Jul 14, 2026 | On Passage | H.R. 1181 Protecting Privacy in Purchases Act | nay | Passed |
| Jul 14, 2026 | On Motion to Recommit | H.R. 1181 Protecting Privacy in Purchases Act | yea | Failed |
| Jul 14, 2026 | On Passage | H.R. 139 Sunshine Protection Act | yea | Passed |
| Jul 14, 2026 | On Agreeing to the Resolution | H.Res. 1423 Providing for consideration of the bills (H.R. 139) Sunshine Protection Act; (H.R. 8595) National Security, Department of State, and Related | nay | Passed |
| Jul 14, 2026 | On Ordering the Previous Question | H.Res. 1423 Providing for consideration of the bills (H.R. 139) Sunshine Protection Act; (H.R. 8595) National Security, Department of State, and Related | nay | Passed |
| Jul 13, 2026 | On Motion to Suspend the Rules and Pass, as Amended | H.R. 8897 Improving Travel for American Families Act | yea | Passed |
| Jul 13, 2026 | On Motion to Suspend the Rules and Pass | H.R. 3106 Weatherizing Infrastructure in the North and Terrorism Emergency Readiness Act | yea | Passed |
| Jun 30, 2026 | On Agreeing to the Resolution | H.Res. 1399 Directing the Committee on Ethics to preserve and publicly release records relating to monetary settlements involving acts of sexual harassm | yea | Passed |
| Jun 30, 2026 | On Agreeing to the Resolution | H.Con.Res. 108 Directing the President pursuant to section 5(c) of the War Powers Resolution to remove United States Armed Forces from hostilities in Leban | yea | Failed |
| Jun 30, 2026 | On Agreeing to the Resolution | H.Res. 1398 Providing for consideration of the bills H.R. 8800, H.R. 8595, and H.R. 8884; and providing for consideration of the resolution H. Res. 1383 | nay | Failed |
| Jun 30, 2026 | On Ordering the Previous Question | H.Res. 1398 Providing for consideration of the bills H.R. 8800, H.R. 8595, and H.R. 8884; and providing for consideration of the resolution H. Res. 1383 | nay | Passed |
| Jun 29, 2026 | On Motion to Suspend the Rules and Pass, as Amended | H.R. 7128 TRIA Program Reauthorization Act | yea | Passed |
| Jun 29, 2026 | On Motion to Suspend the Rules and Pass, as Amended | H.R. 7757 KIDS Act | nay | Passed |
| Jun 25, 2026 | On Motion to Suspend the Rules and Pass, as Amended | H.R. 2478 Financial Exploitation Prevention Act | yea | Passed |
| Jun 24, 2026 | On Motion to Suspend the Rules and Pass, as Amended | H.R. 915 Small Business Technological Advancement Act | yea | Passed |
| Jun 24, 2026 | On Motion to Suspend the Rules and Pass | H.R. 7401 Small Business Lending Fraud Prevention Act | yea | Passed |
| Jun 23, 2026 | On Motion to Suspend the Rules and Concur in Senate Adt to House Adt to Senate Adt | H.R. 6644 Housing for the 21st Century Act | yea | Passed |
| Jun 23, 2026 | On Motion to Suspend the Rules and Pass | S. 629 Emergency Conservation Program Improvement Act | yea | Passed |
| Jun 11, 2026 | On Agreeing to the Resolution | H.Res. 1335 Condemning actors seeking to defraud the U.S. Government, and expressing the sense of the House of Representatives that government-wide frau | nay | Passed |
| Jun 11, 2026 | On Motion to Suspend the Rules and Pass | H.R. 9238 To amend the FISA Amendments Act of 2008 to extend the authorities of title VII of the Foreign Intelligence Surveillance Act of 1978, and fo | nay | Failed |
| Jun 10, 2026 | On Passage | H.R. 8464 Stopping Fraudulent Payments Act | nay | Passed |
| Jun 10, 2026 | On Motion to Recommit | H.R. 8464 Stopping Fraudulent Payments Act | yea | Failed |
| Jun 10, 2026 | On Passage | H.R. 8312 Fraud Prevention and Accountability Act | nay | Passed |
| Jun 10, 2026 | On Passage | H.R. 7892 No Aid for Ghost Students Act | nay | Passed |
| Jun 9, 2026 | On Passage | H.R. 5408 Faster Labor Contracts Act | yea | Passed |
| Jun 9, 2026 | On Agreeing to the Resolution | H.Res. 1140 Providing for consideration of the bill (H.R. 5408) to accelerate workplace time-to-contract under the National Labor Relations Act | yea | Passed |
| Jun 9, 2026 | On Passage | S. 2 Secure America Act | nay | Passed |
| Jun 9, 2026 | On Motion to Commit | S. 2 Secure America Act | yea | Failed |
| Jun 9, 2026 | On Motion to Discharge | H.Res. 1140 Providing for consideration of the bill (H.R. 5408) to accelerate workplace time-to-contract under the National Labor Relations Act | yea | Passed |
| Jun 9, 2026 | On Agreeing to the Resolution | H.Res. 1345 Providing for consideration of the bills H.R. 8312, H.R. 8464, and S. 2 and providing for consideration of the resolution H.Res. 1355 | nay | Passed |
| Jun 9, 2026 | On Ordering the Previous Question | H.Res. 1345 Providing for consideration of the bills H.R. 8312, H.R. 8464, and S. 2 and providing for consideration of the resolution H.Res. 1355 | nay | Passed |
| Jun 8, 2026 | On Motion to Suspend the Rules and Pass, as Amended | H.R. 8428 Federal Fraud Prevention Workforce Training Act | yea | Passed |
| Jun 8, 2026 | On Motion to Suspend the Rules and Pass, as Amended | H.R. 8466 TRUE Accountability Act | yea | Passed |
| Jun 4, 2026 | On Passage | H.R. 2913 Ukraine Support Act | yea | Passed |
| Jun 4, 2026 | On Agreeing to the Resolution | H.Res. 518 Providing for consideration of the bill (H.R. 2913) to authorize support for Ukraine, and for other purposes | yea | Passed |
| Jun 4, 2026 | On Passage | H.R. 8646 Agriculture, Rural Development, Food and Drug Administration, and Related Agency Appropriations Act, 2027 | nay | Passed |
| Jun 4, 2026 | On Motion to Recommit | H.R. 8646 Agriculture, Rural Development, Food and Drug Administration, and Related Agency Appropriations Act, 2027 | yea | Failed |
| Jun 4, 2026 | On Agreeing to the Resolution | H.Res. 1336 Waiving a requirement of clause 6(a) of rule XIII with respect to consideration of certain resolutions reported from the Committee on Rules | nay | Passed |
| Jun 4, 2026 | On Ordering the Previous Question | H.Res. 1336 Waiving a requirement of clause 6(a) of rule XIII with respect to consideration of certain resolutions reported from the Committee on Rules | nay | Passed |
| Jun 4, 2026 | On Agreeing to the Resolution | H.Con.Res. 84 Directing the President pursuant to section 5(c) of the War Powers Resolution to remove United States Armed Forces from Lebanon | yea | Failed |
| Jun 3, 2026 | On Motion to Discharge | H.Res. 518 Providing for consideration of the bill (H.R. 2913) to authorize support for Ukraine, and for other purposes | yea | Passed |
| Jun 3, 2026 | On Agreeing to the Resolution | H.Con.Res. 86 Directing the President, pursuant to section 5(c) of the War Powers Resolution, to remove United States Armed Forces from hostilities with I | yea | Passed |
| Jun 3, 2026 | On Passage | H.R. 7726 No Funds for Repeat Child Care Violations Act | nay | Passed |
| Jun 3, 2026 | On Motion to Recommit | H.R. 7726 No Funds for Repeat Child Care Violations Act | yea | Failed |
| Jun 3, 2026 | On Motion to Suspend the Rules and Pass, as Amended | H.R. 2860 Northwest Straits Marine Conservation Initiative Reauthorization Act | yea | Passed |
| Jun 3, 2026 | On Agreeing to the Resolution | H.Res. 1333 Providing for consideration of the bills (H.R. 8646) Agriculture, Rural Development, Food and Drug Administration, and Related Agency Approp | nay | Passed |
| Jun 3, 2026 | On Ordering the Previous Question | H.Res. 1333 Providing for consideration of the bills (H.R. 8646) Agriculture, Rural Development, Food and Drug Administration, and Related Agency Approp | nay | Passed |
| Jun 3, 2026 | On Motion to Suspend the Rules and Pass | S. 254 ARTIST Act | yea | Passed |
| Jun 3, 2026 | On Motion to Suspend the Rules and Pass, as Amended | H.R. 7618 American Battlefield Protection Program Amendments Act | yea | Passed |
| May 21, 2026 | On Passage | H.R. 6047 Sharri Briley and Eric Edmundson Veterans Benefits Expansion Act | nay | Passed |
| May 21, 2026 | On Passage | H.R. 1041 Veterans 2nd Amendment Protection Act | nay | Passed |
| May 21, 2026 | On Motion to Recommit | H.R. 1041 Veterans 2nd Amendment Protection Act | yea | Failed |
| May 21, 2026 | On Passage | H.R. 1329 Smithsonian American Women’s History Museum Act | nay | Failed |
| May 21, 2026 | On Motion to Recommit | H.R. 1329 Smithsonian American Women’s History Museum Act | yea | Failed |
| May 20, 2026 | On Agreeing to the Resolution | H.Res. 1300 Providing for consideration of the bill (H.R. 1041) Veterans 2nd Amendment Protection Act; providing for consideration of the bill (H.R. 604 | nay | Passed |
| May 20, 2026 | On Ordering the Previous Question | H.Res. 1300 Providing for consideration of the bill (H.R. 1041) Veterans 2nd Amendment Protection Act; providing for consideration of the bill (H.R. 604 | nay | Passed |
| May 20, 2026 | On Passage | H.R. 2616 PROTECT Kids Act | nay | Passed |
| May 20, 2026 | On Motion to Recommit | H.R. 2616 PROTECT Kids Act | yea | Failed |
| May 20, 2026 | On Motion to Suspend the Rules and Pass, as Amended | H.R. 1993 25th Anniversary of 9/11 Commemorative Coin Act | yea | Passed |
| May 20, 2026 | On Motion to Suspend the Rules and Pass | S. 1003 Lulu’s Law | yea | Passed |
| May 20, 2026 | On Motion to Suspend the Rules and Pass | S. 2393 Fiscal Year 2025 Veterans Affairs Major Medical Facility Authorization Act | yea | Passed |
| May 20, 2026 | On Motion to Suspend the Rules and Pass, as Amended | H.R. 5317 Community Bank Deposit Access Act | yea | Passed |
| May 20, 2026 | On Motion to Suspend the Rules and Pass, as Amended | H.R. 4544 American Access to Banking Act | yea | Passed |
| May 20, 2026 | On Motion to Suspend the Rules and Pass, as Amended | H.R. 3234 Keeping Deposits Local Act | yea | Passed |
| May 20, 2026 | On Motion to Suspend the Rules and Agree | H.Res. 1299 Providing for the concurrence by the House in the Senate amendment to H.R. 6644, with amendment | yea | Passed |
| May 15, 2026 | On Passage | H.R. 8469 Making appropriations for military construction, the Department of Veterans Affairs, and related agencies for the fiscal year ending Septemb | yea | Passed |
| May 15, 2026 | On Agreeing to the Amendment | H.R. 8469 | nay | Failed |
| May 14, 2026 | On Passage | H.R. 8365 Monitor Accountability Act | nay | Passed |
| May 14, 2026 | On Motion to Recommit | H.R. 8365 Monitor Accountability Act | yea | Failed |
| May 14, 2026 | On Passage | H.R. 5625 Cashless Bail Reporting Act | nay | Passed |
| May 14, 2026 | On Agreeing to the Resolution | H.Con.Res. 75 Directing the President, pursuant to section 5(c) of the War Powers Resolution, to remove the United States Armed Forces from hostilities ag | yea | Failed |
| May 14, 2026 | On Passage | H.R. 6260 Keeping Violent Offenders Off Our Streets Act | nay | Passed |
| May 14, 2026 | On Motion to Recommit | H.R. 6260 Keeping Violent Offenders Off Our Streets Act | yea | Failed |
| May 13, 2026 | On Motion to Suspend the Rules and Agree | H.Res. 1259 Expressing the sense of the House of Representatives that the President should prioritize securing the release of Pastor Jin Mingri, Pastor | yea | Passed |
| May 13, 2026 | On Motion to Suspend the Rules and Agree | H.Res. 1251 Calling on elected officials and civil society leaders to counter antisemitism and educate the public on the contributions of the Jewish-Ame | yea | Passed |
| May 13, 2026 | On Agreeing to the Resolution | H.Con.Res. 96 Expressing support for law enforcement officers | nay | Passed |
What they sponsor bills about
119th Congress: 32 sponsored, 0 became law · 118th Congress: 27 sponsored, 0 became law · 117th Congress: 20 sponsored, 1 became law
Their bills
| Bill | Latest action |
|---|---|
| H.R. 9308Public Law 117-314 To designate the facility of the United States Postal Service located at 6401 El Cajon Boulevard in San Diego, Californi | Dec 27, 2022 Became Public Law No: 117-314. |
| H.R. 10188 Protecting Pentagon Press Access Act | Aug 31, 2026 Referred to the House Committee on Armed Services. |
| H.R. 10189 Defense AI Reliability and Reporting Act | Aug 31, 2026 Referred to the House Committee on Armed Services. |
| H.R. 9782 Security Sector Governance Compacts Act | Jul 20, 2026 Referred to the Committee on Foreign Affairs, and in addition to the Committee on Armed Services, for a period |
| H.R. 9470 SAFER Health Act of 2026 | Jun 25, 2026 Referred to the House Committee on Energy and Commerce. |
| H.R. 9220 Restore Military Families’ Voices Act | Jun 9, 2026 Referred to the House Committee on Armed Services. |
| H.R. 9125 Sectoral AI Governance Act of 2026 | Jun 3, 2026 Referred to the Committee on the Judiciary, and in addition to the Committee on Oversight and Government Refor |
| H.Res. 1312 Honoring the victims of the Islamic Center of San Diego shooting in San Diego, California, on May 18, 2026. | May 21, 2026 Referred to the House Committee on Oversight and Government Reform. |
| H.Con.Res. 101 Directing the President, pursuant to section 5(c) of the War Powers Resolution, to remove United States Armed Forces fro | May 14, 2026 Referred to the House Committee on Foreign Affairs. |
| H.R. 8412 To direct the Secretary of Health and Human Services, acting through the Commissioner of Food and Drugs, to revise certa | Apr 21, 2026 Referred to the House Committee on Energy and Commerce. |
| H.R. 8161 Expeditionary Diplomacy Act | Mar 30, 2026 Referred to the House Committee on Foreign Affairs. |
| H.Con.Res. 82 Supporting the goals and ideals of International Transgender Day of Visibility. | Mar 27, 2026 Referred to the House Committee on the Judiciary. |
| H.R. 7903 Justice for Hind Rajab Act | Mar 12, 2026 Referred to the Committee on Foreign Affairs, and in addition to the Committee on the Judiciary, for a period |
| H.R. 7052 Conflict Prevention Act | Jan 21, 2026 Ordered to be Reported by the Yeas and Nays: 42 - 5. |
| H.Res. 963 Condemning antisemitism in all its forms, including the proliferation and amplification of antisemitic content on artifi | Dec 18, 2025 Referred to the Committee on the Judiciary, and in addition to the Committee on Energy and Commerce, for a per |
| H.R. 6797 Bipartisan IVF for Military Families Act | Dec 17, 2025 Referred to the House Committee on Armed Services. |
| H.R. 6645 Working Families Disaster Tax Relief Act | Dec 11, 2025 Referred to the House Committee on Ways and Means. |
| H.R. 6573 AI Talent Act | Dec 10, 2025 Referred to the House Committee on Oversight and Government Reform. |
| H.R. 6196 Locally Led Development and Humanitarian Response Act | Mar 26, 2026 Ordered to be Reported by the Yeas and Nays: 36 - 10. |
| H.R. 5953 Protect Military and Federal Employees from Unfair Bank Fees Act | Nov 7, 2025 Referred to the House Committee on Financial Services. |
| H.R. 5882 No Tricks on Treats Act of 2025 | Oct 31, 2025 Referred to the House Committee on Energy and Commerce. |
| H.R. 4502 Silver Shield Act of 2025 | Jul 17, 2025 Referred to the House Committee on Foreign Affairs. |
| H.R. 4455 United States Security Assistance Effectiveness Act | Jul 16, 2025 Referred to the Committee on Foreign Affairs, and in addition to the Committee on Armed Services, for a period |
| H.R. 4330 To amend the Internal Revenue Code of 1986 to establish the Early Childhood Education Trust Fund consisting of amounts p | Jul 10, 2025 Referred to the Committee on Ways and Means, and in addition to the Committee on Education and Workforce, for |
| H.R. 3916 My Body, My Data Act of 2025 | Jun 11, 2025 Referred to the House Committee on Energy and Commerce. |
| Congress | Sponsored | Became law | Cosponsored |
|---|---|---|---|
| 119th | 32 | 0 | 379 |
| 118th | 27 | 0 | 457 |
| 117th | 20 | 1 | 566 |
Subcommittees
Holdings and trades
$23.2M – $140.2Mnet worth, 2025 report
270trades on their reports
51 of 65trades reported after 45 days
49 daystypical time to report a trade
0reports filed on paper
6filing extensions
Net worth, year by year
Their annual reports' value bands added up, less their debts', from the least to the most they could be worth (spouse and dependents included, a home not), on a log scale.
Largest holdings, 2025 report
SJJ Charitable Remainder Unitrust
Other · Self
$5.0M+
Merrill Lynch - SJ QCOM ⇒ Beldore Capital Fund LLC
Investment Fund · Self
$5.0M+
Merrill Lynch - SJ QCOM ⇒ Belgard Capital Fund LLC Class I
Investment Fund · Self
$5.0M+
Merrill Lynch - SJ QCOM ⇒ Clearfork Capital Fund LLC
Investment Fund · Self
$5.0M+
Merrill Lynch - SJ QCOM ⇒ QUALCOMM Incorporated
Corporate Securities · Self
$5.0M+
Investment Property
Real Estate · Self
$1.0M+
Merrill Lynch - SJ QCOM ⇒ QUALCOMM Incorporated
Corporate Securities · Self
$1.0M+
Investment Property
Real Estate · Self
$1.0M+
Northwestern Mutual Survivorship Universal Life
Life Insurance · Self
$500K+
Bank of America - Checking Account
Bank Deposit · Self
$100K+
Merrill Lynch - SJ Main ⇒ Bank of America, N.A.
Bank Deposit · Self
$50K+
Merrill Lynch - SJ QCOM ⇒ Bank of America, N.A.
Bank Deposit · Self
$50K+
Their 25 largest holdings, as a table
| Asset | Kind | Owner | Value | Income |
|---|---|---|---|---|
| SJJ Charitable Remainder Unitrust | Other | Self | $5.0M – $25.0M | Capital Gains, Dividends, Interest: $100K – $1.0M |
| Merrill Lynch - SJ QCOM ⇒ Beldore Capital Fund LLC | Investment Fund | Self | $5.0M – $25.0M | Partnership Income: $100K – $1.0M |
| Merrill Lynch - SJ QCOM ⇒ Belgard Capital Fund LLC Class I | Investment Fund | Self | $5.0M – $25.0M | Partnership Income: $100K – $1.0M |
| Merrill Lynch - SJ QCOM ⇒ Clearfork Capital Fund LLC | Investment Fund | Self | $5.0M – $25.0M | Partnership Income: $100K – $1.0M |
| Merrill Lynch - SJ QCOM ⇒ QUALCOMM Incorporated | Corporate Securities | Self | $5.0M – $25.0M | Dividends: $100K – $1.0M |
| Investment Property | Real Estate | Self | $1.0M – $5.0M | Rent: $100K – $1.0M |
| Merrill Lynch - SJ QCOM ⇒ QUALCOMM Incorporated | Corporate Securities | Self | $1.0M – $5.0M | Dividends: $15K – $50K |
| Investment Property | Real Estate | Self | $1.0M – $5.0M | Rent: $15K – $50K |
| Northwestern Mutual Survivorship Universal Life | Life Insurance | Self | $500K – $1.0M | None: — |
| Bank of America - Checking Account | Bank Deposit | Self | $100K – $250K | None: — |
| Merrill Lynch - SJ Main ⇒ Bank of America, N.A. | Bank Deposit | Self | $50K – $100K | Interest: $1 – $200 |
| Merrill Lynch - SJ QCOM ⇒ Bank of America, N.A. | Bank Deposit | Self | $50K – $100K | Interest: $201 – $1,000 |
| iShares MSCI Global Sustainable Development Goals ETF | Mutual Funds | Self | $1,001 – $15K | Tax-Deferred: — |
| Merrill Lynch - SJ QCOM ⇒ Bank of America, N.A. | Bank Deposit | Self | $1,001 – $15K | Interest: $1 – $200 |
| BlackRock Liquidity Funds Treasury Trust - Institutional | Mutual Funds | Self | $1,001 – $15K | Dividends: $1,001 – $2,500 |
| Bank of America, NA | Bank Deposit | Self | $1 – $1,000 | Tax-Deferred: — |
| Merrill Lynch - SJ BP ⇒ ALPS/Smith Total Return Bond Fund Class I | Mutual Funds | Self | $0 – $0 | Capital Gains, Dividends: $201 – $1,000 |
| Merrill Lynch - SJ BP ⇒ AMCAP Fund, Class F-2 Shares | Mutual Funds | Self | $0 – $0 | Capital Gains: $1,001 – $2,500 |
| Merrill Lynch - SJ BP ⇒ Angel Oak Multi-Strategy Income Fd Inst Shs | Mutual Funds | Self | $0 – $0 | Capital Gains, Dividends: $201 – $1,000 |
| Merrill Lynch - SJ BP ⇒ Artisan High Income Fund Advisor Shares | Mutual Funds | Self | $0 – $0 | Capital Gains, Dividends: $201 – $1,000 |
| Merrill Lynch - SJ BP ⇒ Bank of America, N.A. | Bank Deposit | Self | $0 – $0 | None: — |
| Merrill Lynch - SJ BP ⇒ Baron Real Estate Fd Insti Shs | Mutual Funds | Self | $0 – $0 | Capital Gains: $201 – $1,000 |
| Merrill Lynch - SJ BP ⇒ Capital Group Growth ETF Capital Group Growth ETF | Mutual Funds | Self | $0 – $0 | Capital Gains: $1,001 – $2,500 |
| Merrill Lynch - SJ BP ⇒ Credit Suisse Strategic Income Fd Cl I | Mutual Funds | Self | $0 – $0 | None: — |
| Merrill Lynch - SJ BP ⇒ DWS RREEF Real Assets Fund - Class Institutional | Mutual Funds | Self | $0 – $0 | Capital Gains: $1,001 – $2,500 |
Trades, month by month
Every trade on their reports by the trade's date: purchases up, sales down. Hover a month for what was traded.
- Purchases
- Sales
What they trade most
Merrill Lynch - SJ BP ⇒ ALPS/Smith Total Return Bond Fund Class I (SMTHX)
2022–2025 · $64K – $260K
8 trades
Merrill Lynch - SJ BP ⇒ Vanguard Total Stock Market ETF (VTI)
2022–2025 · $36K – $190K
8 trades
Merrill Lynch - SJ BP ⇒ iShares Core MSCI Total International Stock ETF (IXUS)
2022–2025 · $35K – $175K
7 trades
Merrill Lynch - SJ BP ⇒ Shenkman Capital Short Duration High Income Fund Class F (SCFFX)
2021–2024 · $34K – $160K
6 trades
Merrill Lynch - SJ BP ⇒ Invesco Floating Rate ESG Fund Class A (AFRAX)
2022–2023 · $34K – $160K
6 trades
Merrill Lynch - SJ BP ⇒ PIMCO Mortgage Opportunities and Bond Fund Class I-2 (PMZPX)
2022–2025 · $20K – $125K
6 trades
Merrill Lynch - SJ BP ⇒ Artisan High Income Fund Advisor Shares (APDFX)
2022–2025 · $20K – $125K
6 trades
Merrill Lynch - SJ BP ⇒ Baron Real Estate Fd Insti Shs (BREIX)
2022–2025 · $6,006 – $90K
6 trades
Merrill Lynch - SJ BP ⇒ WisdomTree U.S. Quality Dividend Growth Fund (DGRW)
2023–2025 · $6,006 – $90K
6 trades
Merrill Lynch - SJ BP ⇒ Capital Group Growth ETF (CGGR)
2023–2025 · $6,006 – $90K
6 trades
All 270 trades
| Date | Asset | Trade | Owner | Amount | Days to report |
|---|---|---|---|---|---|
| 2026-05-07 | QUALCOMM Incorporated - Common Stock via Sara J Jacobs 1999 Trust > Merrill Lynch - SJ QCOM | Sale (Partial) | Self | $500K – $1.0M | 13 |
| 2026-05-06 | QUALCOMM Incorporated - Common Stock via Sara J Jacobs 1999 Trust > Merrill Lynch - SJ QCOM | Sale (Partial) | Self | $500K – $1.0M | 14 |
| 2025-03-03 | Merrill Lynch - SJ BP ⇒ WisdomTree U.S. Quality Dividend Growth Fund via Sara J Jacobs 1999 Trust | Sale (Full) | Self | $1,001 – $15K | annual |
| 2025-03-03 | Merrill Lynch - SJ BP ⇒ Vanguard Total Stock Market ETF via Sara J Jacobs 1999 Trust | Sale (Full) | Self | $15K – $50K | annual |
| 2025-03-03 | Merrill Lynch - SJ BP ⇒ Vanguard International Dividend Appreciation ETF via Sara J Jacobs 1999 Trust | Sale (Full) | Self | $1,001 – $15K | annual |
| 2025-03-03 | Merrill Lynch - SJ BP ⇒ Vanguard Div Appreciation ETF via Sara J Jacobs 1999 Trust | Sale (Full) | Self | $1,001 – $15K | annual |
| 2025-03-03 | Merrill Lynch - SJ BP ⇒ PIMCO Mortgage Opportunities and Bond Fund Class I-2 via Sara J Jacobs 1999 Trust | Sale (Full) | Self | $1,001 – $15K | annual |
| 2025-03-03 | Merrill Lynch - SJ BP ⇒ Lord Abbett Inv. Tr. Income Fund Cl I via Sara J Jacobs 1999 Trust | Sale (Full) | Self | $1,001 – $15K | annual |
| 2025-03-03 | Merrill Lynch - SJ BP ⇒ Kopernik Global All-Cap Fund- Institutional Class via Sara J Jacobs 1999 Trust | Sale (Full) | Self | $1,001 – $15K | annual |
| 2025-03-03 | Merrill Lynch - SJ BP ⇒ JPMorgan Core Plus Bond Fund I Class via Sara J Jacobs 1999 Trust | Sale (Full) | Self | $15K – $50K | annual |
| 2025-03-03 | Merrill Lynch - SJ BP ⇒ iShares Core MSCI Total International Stock ETF via Sara J Jacobs 1999 Trust | Sale (Full) | Self | $15K – $50K | annual |
| 2025-03-03 | Merrill Lynch - SJ BP ⇒ iShares Core Dividend Growth ETF via Sara J Jacobs 1999 Trust | Sale (Full) | Self | $1,001 – $15K | annual |
| 2025-03-03 | Merrill Lynch - SJ BP ⇒ Invesco Core Plus Bond Fund Class Y via Sara J Jacobs 1999 Trust | Sale (Full) | Self | $15K – $50K | annual |
| 2025-03-03 | Merrill Lynch - SJ BP ⇒ Invesco RAFI Emerging Markets ETF via Sara J Jacobs 1999 Trust | Sale (Full) | Self | $1,001 – $15K | annual |
| 2025-03-03 | Merrill Lynch - SJ BP ⇒ Invesco RAFI Developed Markets ex-U.S. ETF via Sara J Jacobs 1999 Trust | Sale (Full) | Self | $1,001 – $15K | annual |
| 2025-03-03 | Merrill Lynch - SJ BP ⇒ Hotchkis & Wiley Value Opportunities Fund Class I via Sara J Jacobs 1999 Trust | Sale (Full) | Self | $15K – $50K | annual |
| 2025-03-03 | Merrill Lynch - SJ BP ⇒ FullerThaler Behavioral Small-Cap Equity Fund Institutional Shares via Sara J Jacobs 1999 Trust | Sale (Full) | Self | $1,001 – $15K | annual |
| 2025-03-03 | Merrill Lynch - SJ BP ⇒ Eaton Vance RBA Equity Strategy Fund - Class I via Sara J Jacobs 1999 Trust | Sale (Full) | Self | $1,001 – $15K | annual |
| 2025-03-03 | Merrill Lynch - SJ BP ⇒ DWS RREEF Real Assets Fund - Class Institutional via Sara J Jacobs 1999 Trust | Sale (Full) | Self | $1,001 – $15K | annual |
| 2025-03-03 | Merrill Lynch - SJ BP ⇒ Credit Suisse Strategic Income Fd Cl I via Sara J Jacobs 1999 Trust | Sale (Full) | Self | $1,001 – $15K | annual |
| 2025-03-03 | Merrill Lynch - SJ BP ⇒ Capital Group Growth ETF via Sara J Jacobs 1999 Trust | Sale (Full) | Self | $1,001 – $15K | annual |
| 2025-03-03 | Merrill Lynch - SJ BP ⇒ Baron Real Estate Fd Insti Shs via Sara J Jacobs 1999 Trust | Sale (Full) | Self | $1,001 – $15K | annual |
| 2025-03-03 | Merrill Lynch - SJ BP ⇒ Artisan High Income Fund Advisor Shares via Sara J Jacobs 1999 Trust | Sale (Full) | Self | $1,001 – $15K | annual |
| 2025-03-03 | Merrill Lynch - SJ BP ⇒ Angel Oak Multi-Strategy Income Fd Inst Shs via Sara J Jacobs 1999 Trust | Sale (Full) | Self | $1,001 – $15K | annual |
| 2025-03-03 | Merrill Lynch - SJ BP ⇒ Washington Mutual Investors Fund Cl F-2 Shs via Sara J Jacobs 1999 Trust | Sale (Full) | Self | $1,001 – $15K | annual |
| 2025-03-03 | Merrill Lynch - SJ BP ⇒ AMCAP Fund, Class F-2 Shares via Sara J Jacobs 1999 Trust | Sale (Full) | Self | $1,001 – $15K | annual |
| 2025-03-03 | Merrill Lynch - SJ BP ⇒ EuroPacific Growth Fund, Class F-2 Shs via Sara J Jacobs 1999 Trust | Sale (Full) | Self | $1,001 – $15K | annual |
| 2025-03-03 | Merrill Lynch - SJ BP ⇒ ALPS/Smith Total Return Bond Fund Class I via Sara J Jacobs 1999 Trust | Sale (Full) | Self | $15K – $50K | annual |
| 2025-02-10 | Merrill Lynch - SJ BP ⇒ Vanguard Total Stock Market ETF via Sara J Jacobs 1999 Trust | Sale (Partial) | Self | $1,001 – $15K | annual |
| 2025-02-10 | Merrill Lynch - SJ BP ⇒ Vanguard Div Appreciation ETF via Sara J Jacobs 1999 Trust | Sale (Partial) | Self | $1,001 – $15K | annual |
| 2025-02-10 | Merrill Lynch - SJ BP ⇒ JPMorgan Core Plus Bond Fund I Class via Sara J Jacobs 1999 Trust | Sale (Partial) | Self | $1,001 – $15K | annual |
| 2025-02-10 | Merrill Lynch - SJ BP ⇒ iShares Core MSCI Total International Stock ETF via Sara J Jacobs 1999 Trust | Sale (Partial) | Self | $1,001 – $15K | annual |
| 2025-02-10 | Merrill Lynch - SJ BP ⇒ Invesco Core Plus Bond Fund Class Y via Sara J Jacobs 1999 Trust | Sale (Partial) | Self | $1,001 – $15K | annual |
| 2025-02-10 | Merrill Lynch - SJ BP ⇒ Capital Group Growth ETF via Sara J Jacobs 1999 Trust | Sale (Partial) | Self | $1,001 – $15K | annual |
| 2025-02-10 | Merrill Lynch - SJ BP ⇒ Artisan High Income Fund Advisor Shares via Sara J Jacobs 1999 Trust | Sale (Partial) | Self | $1,001 – $15K | annual |
| 2025-02-10 | Merrill Lynch - SJ BP ⇒ Angel Oak Multi-Strategy Income Fd Inst Shs via Sara J Jacobs 1999 Trust | Sale (Partial) | Self | $1,001 – $15K | annual |
| 2025-02-10 | Merrill Lynch - SJ BP ⇒ ALPS/Smith Total Return Bond Fund Class I via Sara J Jacobs 1999 Trust | Sale (Partial) | Self | $1,001 – $15K | annual |
| 2024-12-03 | Merrill Lynch - SJ Main ⇒ Shenkman Capital Short Duration High Income Fund Class F via Sara Jacobs Trust U/A DTD 09/01/2009 | Sale (Full) | Self | $15K – $50K | annual |
| 2024-08-30 | Merrill Lynch - SJ BP ⇒ JPMorgan Core Plus Bond Fund I Class via Sara J Jacobs 1999 Trust | Purchase | Self | $1,001 – $15K | annual |
| 2024-08-30 | Merrill Lynch - SJ BP ⇒ Shenkman Capital Short Duration High Income Fund Class F via Sara J Jacobs 1999 Trust | Sale (Partial) | Self | $1,001 – $15K | annual |
| 2024-08-30 | Merrill Lynch - SJ BP ⇒ PIMCO Mortgage Opportunities and Bond Fund Class I-2 via Sara J Jacobs 1999 Trust | Sale (Partial) | Self | $1,001 – $15K | annual |
| 2024-08-30 | Merrill Lynch - SJ BP ⇒ Invesco Core Plus Bond Fund Class Y via Sara J Jacobs 1999 Trust | Purchase | Self | $15K – $50K | annual |
| 2024-08-30 | Merrill Lynch - SJ BP ⇒ Macquarie Diversified Income Fund Institutional via Sara J Jacobs 1999 Trust | Sale (Full) | Self | $15K – $50K | annual |
| 2024-08-01 | Merrill Lynch - SJ BP ⇒ WisdomTree Floating Rate Treasury Fund via Sara J Jacobs 1999 Trust | Sale (Full) | Self | $1,001 – $15K | annual |
| 2024-08-01 | Merrill Lynch - SJ BP ⇒ Vanguard Total Stock Market ETF via Sara J Jacobs 1999 Trust | Sale (Partial) | Self | $1,001 – $15K | annual |
| 2024-08-01 | Merrill Lynch - SJ BP ⇒ Shenkman Capital Short Duration High Income Fund Class F via Sara J Jacobs 1999 Trust | Purchase | Self | $1,001 – $15K | annual |
| 2024-08-01 | Merrill Lynch - SJ BP ⇒ Putnam Ultra Short Duration Income Fund Class Y via Sara J Jacobs 1999 Trust | Sale (Full) | Self | $1,001 – $15K | annual |
| 2024-08-01 | Merrill Lynch - SJ BP ⇒ PIMCO Mortgage Opportunities and Bond Fund Class I-2 via Sara J Jacobs 1999 Trust | Sale (Partial) | Self | $1,001 – $15K | annual |
| 2024-08-01 | Merrill Lynch - SJ BP ⇒ Lord Abbett Inv. Tr. Income Fund Cl I via Sara J Jacobs 1999 Trust | Purchase | Self | $1,001 – $15K | annual |
| 2024-08-01 | Merrill Lynch - SJ BP ⇒ Kopernik Global All-Cap Fund- Institutional Class via Sara J Jacobs 1999 Trust | Sale (Partial) | Self | $1,001 – $15K | annual |
| 2024-08-01 | Merrill Lynch - SJ BP ⇒ JPMorgan Core Plus Bond Fund I Class via Sara J Jacobs 1999 Trust | Purchase | Self | $15K – $50K | annual |
| 2024-08-01 | Merrill Lynch - SJ BP ⇒ Invesco Floating Rate ESG Fund Class Y via Sara J Jacobs 1999 Trust | Sale (Full) | Self | $1,001 – $15K | annual |
| 2024-08-01 | Merrill Lynch - SJ BP ⇒ Macquarie Diversified Income Fund Institutional via Sara J Jacobs 1999 Trust | Purchase | Self | $1,001 – $15K | annual |
| 2024-08-01 | Merrill Lynch - SJ BP ⇒ Credit Suisse Strategic Income Fd Cl I via Sara J Jacobs 1999 Trust | Purchase | Self | $1,001 – $15K | annual |
| 2024-08-01 | Merrill Lynch - SJ BP ⇒ Capital Group Growth ETF via Sara J Jacobs 1999 Trust | Purchase | Self | $1,001 – $15K | annual |
| 2024-08-01 | Merrill Lynch - SJ BP ⇒ Baron Real Estate Fd Insti Shs via Sara J Jacobs 1999 Trust | Purchase | Self | $1,001 – $15K | annual |
| 2024-08-01 | Merrill Lynch - SJ BP ⇒ The Bond Fd of America, Class F-2 Shares via Sara J Jacobs 1999 Trust | Sale (Full) | Self | $15K – $50K | annual |
| 2024-08-01 | Merrill Lynch - SJ BP ⇒ ALPS/Smith Total Return Bond Fund Class I via Sara J Jacobs 1999 Trust | Purchase | Self | $1,001 – $15K | annual |
| 2024-07-31 | Merrill Lynch - SJ BP ⇒ Lord Abbett Inv. Tr. Income Fund Cl I via Sara J Jacobs 1999 Trust | Purchase | Self | $1,001 – $15K | annual |
| 2024-07-31 | Merrill Lynch - SJ BP ⇒ Credit Suisse Strategic Income Fd Cl I via Sara J Jacobs 1999 Trust | Purchase | Self | $1,001 – $15K | annual |
| 2024-07-25 | Merrill Lynch - SJ BP ⇒ WisdomTree U.S. Quality Dividend Growth Fund via Sara J Jacobs 1999 Trust | Sale (Partial) | Self | $1,001 – $15K | annual |
| 2024-07-25 | Merrill Lynch - SJ BP ⇒ WisdomTree Floating Rate Treasury Fund via Sara J Jacobs 1999 Trust | Sale (Partial) | Self | $1,001 – $15K | annual |
| 2024-07-25 | Merrill Lynch - SJ BP ⇒ Vanguard Total Stock Market ETF via Sara J Jacobs 1999 Trust | Sale (Partial) | Self | $15K – $50K | annual |
| 2024-07-25 | Merrill Lynch - SJ BP ⇒ Vanguard International Dividend Appreciation ETF via Sara J Jacobs 1999 Trust | Sale (Partial) | Self | $1,001 – $15K | annual |
| 2024-07-25 | Merrill Lynch - SJ BP ⇒ Vanguard Div Appreciation ETF via Sara J Jacobs 1999 Trust | Sale (Partial) | Self | $1,001 – $15K | annual |
| 2024-07-25 | Merrill Lynch - SJ BP ⇒ Putnam Ultra Short Duration Income Fund Class Y via Sara J Jacobs 1999 Trust | Sale (Partial) | Self | $1,001 – $15K | annual |
| 2024-07-25 | Merrill Lynch - SJ BP ⇒ PIMCO Mortgage Opportunities and Bond Fund Class I-2 via Sara J Jacobs 1999 Trust | Sale (Partial) | Self | $1,001 – $15K | annual |
| 2024-07-25 | Merrill Lynch - SJ BP ⇒ Kopernik Global All-Cap Fund- Institutional Class via Sara J Jacobs 1999 Trust | Sale (Partial) | Self | $1,001 – $15K | annual |
| 2024-07-25 | Merrill Lynch - SJ BP ⇒ iShares Core MSCI Total International Stock ETF via Sara J Jacobs 1999 Trust | Sale (Partial) | Self | $1,001 – $15K | annual |
| 2024-07-25 | Merrill Lynch - SJ BP ⇒ iShares Core Dividend Growth ETF via Sara J Jacobs 1999 Trust | Sale (Partial) | Self | $1,001 – $15K | annual |
| 2024-07-25 | Merrill Lynch - SJ BP ⇒ Invesco Floating Rate ESG Fund Class Y via Sara J Jacobs 1999 Trust | Sale (Partial) | Self | $1,001 – $15K | annual |
| 2024-07-25 | Merrill Lynch - SJ BP ⇒ Invesco RAFI Developed Markets ex-U.S. ETF via Sara J Jacobs 1999 Trust | Sale (Partial) | Self | $1,001 – $15K | annual |
| 2024-07-25 | Merrill Lynch - SJ BP ⇒ Hotchkis & Wiley Value Opportunities Fund Class I via Sara J Jacobs 1999 Trust | Sale (Partial) | Self | $1,001 – $15K | annual |
| 2024-07-25 | Merrill Lynch - SJ BP ⇒ FullerThaler Behavioral Small-Cap Equity Fund Institutional Shares via Sara J Jacobs 1999 Trust | Sale (Partial) | Self | $1,001 – $15K | annual |
| 2024-07-25 | Merrill Lynch - SJ BP ⇒ Eaton Vance RBA Equity Strategy Fund - Class I via Sara J Jacobs 1999 Trust | Sale (Partial) | Self | $1,001 – $15K | annual |
| 2024-07-25 | Merrill Lynch - SJ BP ⇒ DWS RREEF Real Assets Fund - Class Institutional via Sara J Jacobs 1999 Trust | Sale (Partial) | Self | $1,001 – $15K | annual |
| 2024-07-25 | Merrill Lynch - SJ BP ⇒ Macquarie Diversified Income Fund Institutional via Sara J Jacobs 1999 Trust | Sale (Partial) | Self | $1,001 – $15K | annual |
| 2024-07-25 | Merrill Lynch - SJ BP ⇒ Capital Group Growth ETF via Sara J Jacobs 1999 Trust | Sale (Partial) | Self | $1,001 – $15K | annual |
| 2024-07-25 | Merrill Lynch - SJ BP ⇒ Baron Real Estate Fd Insti Shs via Sara J Jacobs 1999 Trust | Sale (Partial) | Self | $1,001 – $15K | annual |
| 2024-07-25 | Merrill Lynch - SJ BP ⇒ Angel Oak Multi-Strategy Income Fd Inst Shs via Sara J Jacobs 1999 Trust | Sale (Partial) | Self | $1,001 – $15K | annual |
| 2024-07-25 | Merrill Lynch - SJ BP ⇒ Washington Mutual Investors Fund Cl F-2 Shs via Sara J Jacobs 1999 Trust | Sale (Partial) | Self | $1,001 – $15K | annual |
| 2024-07-25 | Merrill Lynch - SJ BP ⇒ Artisan High Income Fund Advisor Shares via Sara J Jacobs 1999 Trust | Sale (Partial) | Self | $1,001 – $15K | annual |
| 2024-07-25 | Merrill Lynch - SJ BP ⇒ The Bond Fd of America, Class F-2 Shares via Sara J Jacobs 1999 Trust | Sale (Partial) | Self | $1,001 – $15K | annual |
| 2024-07-25 | Merrill Lynch - SJ BP ⇒ AMCAP Fund, Class F-2 Shares via Sara J Jacobs 1999 Trust | Sale (Partial) | Self | $1,001 – $15K | annual |
| 2024-07-25 | Merrill Lynch - SJ BP ⇒ EuroPacific Growth Fund, Class F-2 Shs via Sara J Jacobs 1999 Trust | Sale (Partial) | Self | $1,001 – $15K | annual |
| 2024-07-25 | Merrill Lynch - SJ BP ⇒ ALPS/Smith Total Return Bond Fund Class I via Sara J Jacobs 1999 Trust | Sale (Partial) | Self | $15K – $50K | annual |
| 2024-06-18 | Merrill Lynch - SJ BP ⇒ WisdomTree U.S. Quality Dividend Growth Fund via Sara J Jacobs 1999 Trust | Sale (Partial) | Self | $1,001 – $15K | annual |
| 2024-06-18 | Merrill Lynch - SJ BP ⇒ Vanguard Total Stock Market ETF via Sara J Jacobs 1999 Trust | Sale (Partial) | Self | $1,001 – $15K | annual |
| 2024-06-18 | Merrill Lynch - SJ BP ⇒ Vanguard International Dividend Appreciation ETF via Sara J Jacobs 1999 Trust | Sale (Partial) | Self | $1,001 – $15K | annual |
| 2024-06-18 | Merrill Lynch - SJ BP ⇒ Putnam Ultra Short Duration Income Fund Class Y via Sara J Jacobs 1999 Trust | Purchase | Self | $1,001 – $15K | annual |
| 2024-06-18 | Merrill Lynch - SJ BP ⇒ PIMCO Mortgage Opportunities and Bond Fund Class I-2 via Sara J Jacobs 1999 Trust | Purchase | Self | $1,001 – $15K | annual |
| 2024-06-18 | Merrill Lynch - SJ BP ⇒ Pacer US Cash Cows 100 ETF via Sara J Jacobs 1999 Trust | Sale (Full) | Self | $1,001 – $15K | annual |
| 2024-06-18 | Merrill Lynch - SJ BP ⇒ iShares Core MSCI Total International Stock ETF via Sara J Jacobs 1999 Trust | Sale (Partial) | Self | $1,001 – $15K | annual |
| 2024-06-18 | Merrill Lynch - SJ BP ⇒ iShares Core U.S. Aggregate Bond ETF via Sara J Jacobs 1999 Trust | Sale (Full) | Self | $15K – $50K | annual |
| 2024-06-18 | Merrill Lynch - SJ BP ⇒ iShares Core Dividend Growth ETF via Sara J Jacobs 1999 Trust | Sale (Partial) | Self | $1,001 – $15K | annual |
| 2024-06-18 | Merrill Lynch - SJ BP ⇒ Invesco Floating Rate ESG Fund Class Y via Sara J Jacobs 1999 Trust | Purchase | Self | $1,001 – $15K | annual |
| 2024-06-18 | Merrill Lynch - SJ BP ⇒ Hotchkis & Wiley Value Opportunities Fund Class I via Sara J Jacobs 1999 Trust | Sale (Partial) | Self | $1,001 – $15K | annual |
| 2024-06-18 | Merrill Lynch - SJ BP ⇒ FullerThaler Behavioral Small-Cap Equity Fund Institutional Shares via Sara J Jacobs 1999 Trust | Sale (Partial) | Self | $1,001 – $15K | annual |
| 2024-06-18 | Merrill Lynch - SJ BP ⇒ First Trust Smith Opportunistic Fixed Income ETF via Sara J Jacobs 1999 Trust | Sale (Full) | Self | $15K – $50K | annual |
| 2024-06-18 | Merrill Lynch - SJ BP ⇒ Eaton Vance RBA Equity Strategy Fund - Class I via Sara J Jacobs 1999 Trust | Sale (Partial) | Self | $1,001 – $15K | annual |
| 2024-06-18 | Merrill Lynch - SJ BP ⇒ Macquarie Diversified Income Fund Institutional via Sara J Jacobs 1999 Trust | Purchase | Self | $15K – $50K | annual |
| 2024-06-18 | Merrill Lynch - SJ BP ⇒ Capital Group Growth ETF via Sara J Jacobs 1999 Trust | Purchase | Self | $1,001 – $15K | annual |
| 2024-06-18 | Merrill Lynch - SJ BP ⇒ Angel Oak Multi-Strategy Income Fd Inst Shs via Sara J Jacobs 1999 Trust | Purchase | Self | $1,001 – $15K | annual |
| 2024-06-18 | Merrill Lynch - SJ BP ⇒ Washington Mutual Investors Fund Cl F-2 Shs via Sara J Jacobs 1999 Trust | Sale (Partial) | Self | $1,001 – $15K | annual |
| 2024-06-18 | Merrill Lynch - SJ BP ⇒ Artisan High Income Fund Advisor Shares via Sara J Jacobs 1999 Trust | Purchase | Self | $1,001 – $15K | annual |
| 2024-06-18 | Merrill Lynch - SJ BP ⇒ The Bond Fd of America, Class F-2 Shares via Sara J Jacobs 1999 Trust | Purchase | Self | $15K – $50K | annual |
| 2024-06-18 | Merrill Lynch - SJ BP ⇒ AMCAP Fund, Class F-2 Shares via Sara J Jacobs 1999 Trust | Sale (Partial) | Self | $1,001 – $15K | annual |
| 2024-06-18 | Merrill Lynch - SJ BP ⇒ ALPS/Smith Total Return Bond Fund Class I via Sara J Jacobs 1999 Trust | Purchase | Self | $1,001 – $15K | annual |
| 2023-10-06 | Merrill Lynch - SJ BP ⇒ WisdomTree U.S. Quality Dividend Growth Fund via Sara J Jacobs 1999 Trust | Purchase | Self | $1,001 – $15K | annual |
| 2023-10-06 | Merrill Lynch - SJ BP ⇒ Vanguard Total Stock Market ETF via Sara J Jacobs 1999 Trust | Purchase | Self | $1,001 – $15K | annual |
| 2023-10-06 | Merrill Lynch - SJ BP ⇒ SPDR Gold Trust via Sara J Jacobs 1999 Trust | Sale (Full) | Self | $1,001 – $15K | annual |
| 2023-10-06 | Merrill Lynch - SJ BP ⇒ Pacer US Cash Cows 100 ETF via Sara J Jacobs 1999 Trust | Sale (Partial) | Self | $1,001 – $15K | annual |
| 2023-10-06 | Merrill Lynch - SJ BP ⇒ iShares Core MSCI Total International Stock ETF via Sara J Jacobs 1999 Trust | Purchase | Self | $1,001 – $15K | annual |
| 2023-10-06 | Merrill Lynch - SJ BP ⇒ iShares Core Dividend Growth ETF via Sara J Jacobs 1999 Trust | Purchase | Self | $1,001 – $15K | annual |
| 2023-10-05 | Merrill Lynch - SJ BP ⇒ DWS RREEF Real Assets Fund - Class Institutional via Sara J Jacobs 1999 Trust | Purchase | Self | $1,001 – $15K | annual |
| 2023-10-04 | Merrill Lynch - SJ BP ⇒ WisdomTree U.S. Quality Dividend Growth Fund via Sara J Jacobs 1999 Trust | Sale (Partial) | Self | $1,001 – $15K | annual |
| 2023-10-04 | Merrill Lynch - SJ BP ⇒ Vanguard International Dividend Appreciation ETF via Sara J Jacobs 1999 Trust | Sale (Partial) | Self | $1,001 – $15K | annual |
| 2023-10-04 | Merrill Lynch - SJ BP ⇒ Vanguard Div Appreciation ETF via Sara J Jacobs 1999 Trust | Sale (Partial) | Self | $1,001 – $15K | annual |
| 2023-10-04 | Merrill Lynch - SJ BP ⇒ The Bond Fd of America, Class F-2 Shares via Sara J Jacobs 1999 Trust | Sale (Full) | Self | $15K – $50K | annual |
| 2023-10-04 | Merrill Lynch - SJ BP ⇒ iShares Core U.S. Aggregate Bond ETF via Sara J Jacobs 1999 Trust | Purchase | Self | $15K – $50K | annual |
| 2023-10-04 | Merrill Lynch - SJ BP ⇒ iShares Core Dividend Growth ETF via Sara J Jacobs 1999 Trust | Sale (Partial) | Self | $1,001 – $15K | annual |
| 2023-10-04 | Merrill Lynch - SJ BP ⇒ Invesco Floating Rate ESG Fund Class A via Sara J Jacobs 1999 Trust | Sale (Full) | Self | $1,001 – $15K | annual |
| 2023-10-04 | Merrill Lynch - SJ BP ⇒ First Trust TCW Opportunistic Fixed Income ETF via Sara J Jacobs 1999 Trust | Purchase | Self | $15K – $50K | annual |
| 2023-10-04 | Merrill Lynch - SJ BP ⇒ Capital Group Growth ETF Capital Group Growth ETF via Sara J Jacobs 1999 Trust | Purchase | Self | $1,001 – $15K | annual |
| 2023-10-04 | Merrill Lynch - SJ BP ⇒ Angel Oak Multi-Strategy Income Fd Inst Shs via Sara J Jacobs 1999 Trust | Purchase | Self | $15K – $50K | annual |
| 2023-10-04 | Merrill Lynch - SJ BP ⇒ American Funds Strategic Bond Fund Class F-2 via Sara J Jacobs 1999 Trust | Sale (Full) | Self | $15K – $50K | annual |
| 2023-05-17 | Merrill Lynch - SJ BP ⇒ WisdomTree U.S. Quality Dividend Growth Fund via Sara J Jacobs 1999 Trust | Sale (Partial) | Self | $1,001 – $15K | annual |
| 2023-05-17 | Merrill Lynch - SJ BP ⇒ WisdomTree Floating Rate Treasury Fund via Sara J Jacobs 1999 Trust | Sale (Partial) | Self | $1,001 – $15K | annual |
| 2023-05-17 | Merrill Lynch - SJ BP ⇒ Vanguard Total International Stock ETF via Sara J Jacobs 1999 Trust | Sale (Full) | Self | $1,001 – $15K | annual |
| 2023-05-17 | Merrill Lynch - SJ BP ⇒ Vanguard Total Bond Market ETF via Sara J Jacobs 1999 Trust | Sale (Full) | Self | $15K – $50K | annual |
| 2023-05-17 | Merrill Lynch - SJ BP ⇒ Vanguard Real Estate ETF via Sara J Jacobs 1999 Trust | Sale (Full) | Self | $1,001 – $15K | annual |
| 2023-05-17 | Merrill Lynch - SJ BP ⇒ Vanguard International Dividend Appreciation ETF via Sara J Jacobs 1999 Trust | Sale (Partial) | Self | $1,001 – $15K | annual |
| 2023-05-17 | Merrill Lynch - SJ BP ⇒ The Bond Fd of America, Class F-2 Shares via Sara J Jacobs 1999 Trust | Purchase | Self | $15K – $50K | annual |
| 2023-05-17 | Merrill Lynch - SJ BP ⇒ SPDR Gold Trust via Sara J Jacobs 1999 Trust | Sale (Partial) | Self | $1,001 – $15K | annual |
| 2023-05-17 | Merrill Lynch - SJ BP ⇒ Shenkman Capital Short Duration High Income Fund Class F via Sara J Jacobs 1999 Trust | Purchase | Self | $15K – $50K | annual |
| 2023-05-17 | Merrill Lynch - SJ BP ⇒ Kopernik Global All-Cap Fund- Institutional Class via Sara J Jacobs 1999 Trust | Purchase | Self | $15K – $50K | annual |
| 2023-05-17 | Merrill Lynch - SJ BP ⇒ iShares MSCI Intl Value Factor ETF via Sara J Jacobs 1999 Trust | Sale (Full) | Self | $1,001 – $15K | annual |
| 2023-05-17 | Merrill Lynch - SJ BP ⇒ iShares Core U.S. Aggregate Bond ETF via Sara J Jacobs 1999 Trust | Sale (Full) | Self | $15K – $50K | annual |
| 2023-05-17 | Merrill Lynch - SJ BP ⇒ iShares Core Total USD Bond Market ETF via Sara J Jacobs 1999 Trust | Sale (Full) | Self | $15K – $50K | annual |
| 2023-05-17 | Merrill Lynch - SJ BP ⇒ iShares Core MSCI Total International Stock ETF via Sara J Jacobs 1999 Trust | Sale (Partial) | Self | $1,001 – $15K | annual |
| 2023-05-17 | Merrill Lynch - SJ BP ⇒ Invesco FTSE RAFI Developed Markets ex-U.S. ETF via Sara J Jacobs 1999 Trust | Sale (Partial) | Self | $1,001 – $15K | annual |
| 2023-05-17 | Merrill Lynch - SJ BP ⇒ Invesco Floating Rate ESG Fund Class Y via Sara J Jacobs 1999 Trust | Purchase | Self | $1,001 – $15K | annual |
| 2023-05-17 | Merrill Lynch - SJ BP ⇒ Invesco Floating Rate ESG Fund Class A via Sara J Jacobs 1999 Trust | Purchase | Self | $1,001 – $15K | annual |
| 2023-05-17 | Merrill Lynch - SJ BP ⇒ Hotchkis & Wiley Value Opportunities Fund Class I via Sara J Jacobs 1999 Trust | Sale (Partial) | Self | $1,001 – $15K | annual |
| 2023-05-17 | Merrill Lynch - SJ BP ⇒ EuroPacific Growth Fund, Class F-2 Shs via Sara J Jacobs 1999 Trust | Purchase | Self | $1,001 – $15K | annual |
| 2023-05-17 | Merrill Lynch - SJ BP ⇒ Baron Real Estate Fd Insti Shs via Sara J Jacobs 1999 Trust | Purchase | Self | $1,001 – $15K | annual |
| 2023-05-17 | Merrill Lynch - SJ BP ⇒ Artisan High Income Fund Advisor Shares via Sara J Jacobs 1999 Trust | Purchase | Self | $15K – $50K | annual |
| 2023-05-17 | Merrill Lynch - SJ BP ⇒ Aristotle/Saul Global Opps Fund Class I via Sara J Jacobs 1999 Trust | Sale (Full) | Self | $1,001 – $15K | annual |
| 2023-05-17 | Merrill Lynch - SJ BP ⇒ American Funds Strategic Bond Fund Class F-2 via Sara J Jacobs 1999 Trust | Purchase | Self | $15K – $50K | annual |
| 2023-05-17 | Merrill Lynch - SJ BP ⇒ ALPS/Smith Total Return Bond Fund Class I via Sara J Jacobs 1999 Trust | Purchase | Self | $15K – $50K | annual |
| 2022-12-15 | Merrill Lynch - SJ BP ⇒ Vanguard Total International Stock ETF via Sara J Jacobs 1999 Trust | Purchase | Self | $1,001 – $15K | annual |
| 2022-12-15 | Merrill Lynch - SJ BP ⇒ Vanguard Total Bond Market via Sara J Jacobs 1999 Trust | Purchase | Self | $15K – $50K | annual |
| 2022-12-15 | Merrill Lynch - SJ BP ⇒ Vanguard Real Estate Index Fund ETF via Sara J Jacobs 1999 Trust | Purchase | Self | $1,001 – $15K | annual |
| 2022-12-15 | Merrill Lynch - SJ BP ⇒ Shenkman Capital Short Duration HI Inc Fund via Sara J Jacobs 1999 Trust | Sale (Full) | Self | $1,001 – $15K | annual |
| 2022-12-15 | Merrill Lynch - SJ BP ⇒ Kopernik Global All Cap Fund Instl Class via Sara J Jacobs 1999 Trust | Sale (Full) | Self | $1,001 – $15K | annual |
| 2022-12-15 | Merrill Lynch - SJ BP ⇒ iShares MSCI Intl Value Factor ETF via Sara J Jacobs 1999 Trust | Purchase | Self | $1,001 – $15K | annual |
| 2022-12-15 | Merrill Lynch - SJ BP ⇒ iShares Core Total USD Bond Market ETF via Sara J Jacobs 1999 Trust | Purchase | Self | $15K – $50K | annual |
| 2022-12-15 | Merrill Lynch - SJ BP ⇒ Invesco Floating Rate ESG Fund Class A via Sara J Jacobs 1999 Trust | Sale (Full) | Self | $1,001 – $15K | annual |
| 2022-12-15 | Merrill Lynch - SJ BP ⇒ Baron Real Estate Fund Class Inst via Sara J Jacobs 1999 Trust | Sale (Full) | Self | $1,001 – $15K | annual |
| 2022-12-15 | Merrill Lynch - SJ BP ⇒ Artisan High Income Fund via Sara J Jacobs 1999 Trust | Sale (Full) | Self | $1,001 – $15K | annual |
| 2022-12-15 | Merrill Lynch - SJ BP ⇒ American Euro Pacific Growth Fund CL F2 via Sara J Jacobs 1999 Trust | Sale (Partial) | Self | $1,001 – $15K | annual |
| 2022-12-15 | Merrill Lynch - SJ BP ⇒ ALPS Smith Total Return via Sara J Jacobs 1999 Trust | Sale (Full) | Self | $15K – $50K | annual |
| 2022-12-15 | Merrill Lynch - SJ BP ⇒ ALPS Smith Short Duration Bond via Sara J Jacobs 1999 Trust | Sale (Full) | Self | $15K – $50K | annual |
| 2022-10-20 | Merrill Lynch - SJ BP ⇒ PIMCO Mortgage Opportunities and Bond Fund via Sara J Jacobs 1999 Trust | Purchase | Self | $15K – $50K | annual |
| 2022-10-20 | Merrill Lynch - SJ BP ⇒ Pimco Diversified Income Fund CL I2 via Sara J Jacobs 1999 Trust | Sale (Full) | Self | $15K – $50K | annual |
| 2022-10-20 | Merrill Lynch - SJ BP ⇒ iShares Core US Aggregate Bond ETF via Sara J Jacobs 1999 Trust | Purchase | Self | $15K – $50K | annual |
| 2022-10-20 | Merrill Lynch - SJ BP ⇒ Invesco Floating Rate ESG Fund Class A via Sara J Jacobs 1999 Trust | Sale (Partial) | Self | $15K – $50K | annual |
| 2022-10-20 | Merrill Lynch - SJ BP ⇒ Columbia Total Return Bond Fund via Sara J Jacobs 1999 Trust | Sale (Partial) | Self | $15K – $50K | annual |
| 2022-10-20 | Merrill Lynch - SJ BP ⇒ ALPS Smith Total Return via Sara J Jacobs 1999 Trust | Purchase | Self | $1,001 – $15K | annual |
| 2022-10-07 | Merrill Lynch - SJ BP ⇒ WisdomTree Floating Rate Treasury Fund via Sara J Jacobs 1999 Trust | Purchase | Self | $15K – $50K | annual |
| 2022-10-07 | Merrill Lynch - SJ BP ⇒ Victory Trivalent Intl Small Cap Fund CL I via Sara J Jacobs 1999 Trust | Sale (Full) | Self | $1,001 – $15K | annual |
| 2022-10-07 | Merrill Lynch - SJ BP ⇒ Vanguard Total Stock Market ETF via Sara J Jacobs 1999 Trust | Sale (Partial) | Self | $1,001 – $15K | annual |
| 2022-10-07 | Merrill Lynch - SJ BP ⇒ Vanguard Total International Stock ETF via Sara J Jacobs 1999 Trust | Sale (Partial) | Self | $15K – $50K | annual |
| 2022-10-07 | Merrill Lynch - SJ BP ⇒ iShares Core MSCI Total International Stock ETF via Sara J Jacobs 1999 Trust | Purchase | Self | $15K – $50K | annual |
| 2022-10-07 | Merrill Lynch - SJ BP ⇒ Invesco FTSE RAFI Emerging Markets ETF via Sara J Jacobs 1999 Trust | Purchase | Self | $1,001 – $15K | annual |
| 2022-10-07 | Merrill Lynch - SJ BP ⇒ Invesco FTSE RAFI Developed Mkts ex-US ETF via Sara J Jacobs 1999 Trust | Purchase | Self | $1,001 – $15K | annual |
| 2022-10-07 | Merrill Lynch - SJ BP ⇒ DWS RREEF Real Assets Fund - Class Inst via Sara J Jacobs 1999 Trust | Purchase | Self | $1,001 – $15K | annual |
| 2022-10-07 | Merrill Lynch - SJ BP ⇒ Baron Real Estate Fund Class Inst via Sara J Jacobs 1999 Trust | Sale (Partial) | Self | $1,001 – $15K | annual |
| 2022-10-07 | Merrill Lynch - SJ BP ⇒ American Funds Washington Mutual Inv Fund CL F2 via Sara J Jacobs 1999 Trust | Sale (Partial) | Self | $1,001 – $15K | annual |
| 2022-10-07 | Merrill Lynch - SJ BP ⇒ American Funds AMCAP Fund CL F2 via Sara J Jacobs 1999 Trust | Sale (Partial) | Self | $1,001 – $15K | annual |
| 2022-10-07 | Merrill Lynch - SJ BP ⇒ American Euro Pacific Growth Fund CL F2 via Sara J Jacobs 1999 Trust | Sale (Partial) | Self | $15K – $50K | annual |
| 2022-05-31 | U.S. Treasury Bills via Sara Jacobs Trust U/A DTD 09/01/2009 > Merrill Lynch - SJ QCOM | Purchase | Self | $1.0M – $5.0M | 21 |
| 2022-05-31 | Merrill Lynch - SJ QCOM ⇒ U.S. Treasury Bills via Sara Jacobs Trust U/A DTD 09/01/2009 | Purchase | Self | $1.0M – $5.0M | annual |
| 2022-04-29 | Merrill Lynch - SJ BP ⇒ Pacer US Cash Cows 100 ETF via Sara J Jacobs 1999 Trust | Purchase | Self | $1,001 – $15K | annual |
| 2022-04-29 | Merrill Lynch - SJ BP ⇒ Morgan Stanley Inst FD Inc Growth Port CL I via Sara J Jacobs 1999 Trust | Sale (Full) | Self | $1,001 – $15K | annual |
| 2022-04-29 | Merrill Lynch - SJ BP ⇒ Invesco S&P 500 Pure Growth ETF via Sara J Jacobs 1999 Trust | Sale (Full) | Self | $1,001 – $15K | annual |
| 2022-04-29 | Merrill Lynch - SJ BP ⇒ Invesco Floating Rate ESG Fund Class A via Sara J Jacobs 1999 Trust | Purchase | Self | $1,001 – $15K | annual |
| 2022-03-09 | Merrill Lynch - SJ BP ⇒ Vanguard Total Stock Market ETF via Sara J Jacobs 1999 Trust | Sale (Partial) | Self | $1,001 – $15K | annual |
| 2022-03-09 | Merrill Lynch - SJ BP ⇒ Vanguard Total International Stock ETF via Sara J Jacobs 1999 Trust | Sale (Partial) | Self | $1,001 – $15K | annual |
| 2022-03-09 | Merrill Lynch - SJ BP ⇒ Putnam Mortgage via Sara J Jacobs 1999 Trust | Sale (Full) | Self | $1,001 – $15K | annual |
| 2022-03-09 | Merrill Lynch - SJ BP ⇒ Morgan Stanley Inst FD Inc Growth Port CL I via Sara J Jacobs 1999 Trust | Sale (Partial) | Self | $1,001 – $15K | annual |
| 2022-03-09 | Merrill Lynch - SJ BP ⇒ Invesco S&P 500 Pure Growth ETF via Sara J Jacobs 1999 Trust | Purchase | Self | $1,001 – $15K | annual |
| 2022-03-09 | Merrill Lynch - SJ BP ⇒ Invesco Floating Rate ESG Fund Class A via Sara J Jacobs 1999 Trust | Purchase | Self | $15K – $50K | annual |
| 2022-03-09 | Merrill Lynch - SJ BP ⇒ American Funds Washington Mutual Inv Fund CL F2 via Sara J Jacobs 1999 Trust | Sale (Partial) | Self | $1,001 – $15K | annual |
| 2022-03-09 | Merrill Lynch - SJ BP ⇒ ALPS Smith Short Duration Bond via Sara J Jacobs 1999 Trust | Sale (Partial) | Self | $1,001 – $15K | annual |
| 2021-07-06 | Merrill Lynch - SJ Trillium ⇒ Apple Inc. via Sara Jacobs Trust U/A DTD 09/01/2009 | Sale (Full) | Self | $100K – $250K | annual |
| 2021-06-01 | Merrill Lynch - SJ BP ⇒ Vanguard Total Bond Market via Sara J Jacobs 1999 Trust | Sale (Full) | Self | $1,001 – $15K | annual |
| 2021-06-01 | Merrill Lynch - SJ BP ⇒ Shenkman Capital Short Duration HI Inc Fund via Sara J Jacobs 1999 Trust | Purchase | Self | $1,001 – $15K | annual |
| 2021-05-20 | Merrill Lynch - SJ BP ⇒ Victory Trivalent Intl Small Cap Fund CL I via Sara J Jacobs 1999 Trust | Purchase | Self | $1,001 – $15K | annual |
| 2021-05-20 | Merrill Lynch - SJ BP ⇒ Putnam Mortgage via Sara J Jacobs 1999 Trust | Purchase | Self | $1,001 – $15K | annual |
| 2021-05-20 | Merrill Lynch - SJ BP ⇒ PIMCO Gnma & Government Secs Fund CL I2 via Sara J Jacobs 1999 Trust | Sale (Full) | Self | $1,001 – $15K | annual |
| 2021-05-20 | Merrill Lynch - SJ BP ⇒ PGIM Total Return Bond Fund CL Z via Sara J Jacobs 1999 Trust | Sale (Full) | Self | $15K – $50K | annual |
| 2021-05-20 | Merrill Lynch - SJ BP ⇒ Columbia Total Return Bond Fund via Sara J Jacobs 1999 Trust | Purchase | Self | $15K – $50K | annual |
| 2021-05-03 | San Marcos California Uni Sch Dist go Ref bonds 5.0% Due 8/1/2036 [gS] | Sale (Full) | Self | $100K – $250K | 60 |
| 2021-05-03 | San Francisco California bart Dist Election of LT gO 5.0% Due 8/1/2035 [gS] | Sale (Full) | Self | $100K – $250K | 60 |
| 2021-05-03 | San Diego CO CA RgL Transn Rev Sub Ltd bDS b 5.0%; Due 04/01/2045 [gS] | Sale (Full) | Self | $100K – $250K | 60 |
| 2021-05-03 | Los Angeles California Waste Water System Rev 5.0% Due 6/1/2030 [gS] | Sale (Full) | Self | $100K – $250K | 60 |
| 2021-05-03 | Los Angeles California Uni Sch Dist go bonds LT b-1 5.25% Due 7/1/2042 [gS] | Sale (Full) | Self | $100K – $250K | 60 |
| 2021-05-03 | Los Angeles California Dept Water Works Rev bonds b 5.0% Due 7/1/2043 [gS] | Sale (Full) | Self | $100K – $250K | 60 |
| 2021-05-03 | Los Angeles California Dept Water & Power Sys C 5.0% Due 10/1/2039 [gS] | Sale (Full) | Self | $100K – $250K | 60 |
| 2021-05-03 | California St Var Purpose go bonds 5.0% Due 10/1/2039 [gS] | Sale (Full) | Self | $100K – $250K | 60 |
| 2021-05-03 | California St gO Various Purpose bonds 5.0% Due 11/1/2029 [gS] | Sale (Full) | Self | $100K – $250K | 60 |
| 2021-05-03 | California St Dept Water Res Cent VY Proj Rev 5.0% Due 12/1/2029 [gS] | Sale (Full) | Self | $100K – $250K | 60 |
| 2021-04-29 | Merrill Lynch - SJ Muni ⇒ Putnam California Tax Exempt Income Fund via Sara Jacobs Trust U/A DTD 09/01/2009 | Sale (Full) | Self | $100K – $250K | annual |
| 2021-04-21 | San Diego CO CA RgL Transn Rev Sub Ltd bDS b 5.0%; Due 04/01/2045 [gS] | Purchase | Self | $100K – $250K | 37 |
| 2021-04-09 | Westinghouse Air brake Technologies Corporation | Sale (Full) | Self | $15K – $50K | 49 |
| 2021-04-09 | Verizon Communications Inc. | Sale (Full) | Self | $50K – $100K | 49 |
| 2021-04-09 | V.F. Corporation | Sale (Full) | Self | $15K – $50K | 49 |
| 2021-04-09 | United Parcel Service, Inc. | Sale (Full) | Self | $15K – $50K | 49 |
| 2021-04-09 | Unilever PLC | Sale (Full) | Self | $15K – $50K | 49 |
| 2021-04-09 | Tractor Supply Company | Sale (Full) | Self | $15K – $50K | 49 |
| 2021-04-09 | The Travelers Companies, Inc. | Sale (Full) | Self | $50K – $100K | 49 |
| 2021-04-09 | Tetra Tech, Inc. | Sale (Full) | Self | $15K – $50K | 49 |
| 2021-04-09 | Taiwan Semiconductor Manufacturing Company Ltd. | Sale (Full) | Self | $50K – $100K | 49 |
| 2021-04-09 | Stryker Corporation | Sale (Full) | Self | $15K – $50K | 49 |
| 2021-04-09 | Starbucks Corporation | Sale (Full) | Self | $15K – $50K | 49 |
| 2021-04-09 | SbA Communications Corporation - Class A | Sale (Full) | Self | $50K – $100K | 49 |
| 2021-04-09 | Reinsurance group of America, Incorporated | Sale (Full) | Self | $15K – $50K | 49 |
| 2021-04-09 | Quest Diagnostics Incorporated | Sale (Full) | Self | $50K – $100K | 49 |
| 2021-04-09 | Procter & gamble Company | Sale (Full) | Self | $50K – $100K | 49 |
| 2021-04-09 | Paycom Software, Inc. | Sale (Full) | Self | $15K – $50K | 49 |
| 2021-04-09 | Ormat Technologies, Inc. | Sale (Full) | Self | $15K – $50K | 49 |
| 2021-04-09 | Omnicell, Inc. | Sale (Full) | Self | $50K – $100K | 49 |
| 2021-04-09 | New York Times Company | Sale (Full) | Self | $50K – $100K | 49 |
| 2021-04-09 | Merck & Company, Inc. Common Stock | Sale (Full) | Self | $50K – $100K | 49 |
| 2021-04-09 | Medtronic plc. Ordinary Shares | Sale (Full) | Self | $50K – $100K | 49 |
| 2021-04-09 | McCormick & Company, Incorporated | Sale (Full) | Self | $15K – $50K | 49 |
| 2021-04-09 | LPL Financial Holdings Inc. | Sale (Full) | Self | $15K – $50K | 49 |
| 2021-04-09 | Linde plc Ordinary Share | Sale (Full) | Self | $50K – $100K | 49 |
| 2021-04-09 | LHC group - common stock | Sale (Full) | Self | $50K – $100K | 49 |
| 2021-04-09 | Lamb Weston Holdings, Inc. | Sale (Full) | Self | $15K – $50K | 49 |
| 2021-04-09 | Jones Lang LaSalle Incorporated | Sale (Full) | Self | $15K – $50K | 49 |
| 2021-04-09 | Interpublic group of Companies, Inc. | Sale (Full) | Self | $15K – $50K | 49 |
| 2021-04-09 | Internationa Flavors & Fragrances, Inc. | Sale (Full) | Self | $15K – $50K | 49 |
| 2021-04-09 | Hexcel Corporation | Sale (Full) | Self | $15K – $50K | 49 |
| 2021-04-09 | gilead Sciences, Inc. | Sale (Full) | Self | $15K – $50K | 49 |
| 2021-04-09 | First Solar, Inc. | Sale (Full) | Self | $15K – $50K | 49 |
| 2021-04-09 | Cree, Inc. | Sale (Full) | Self | $15K – $50K | 49 |
| 2021-04-09 | blackbaud, Inc. | Sale (Full) | Self | $15K – $50K | 49 |
| 2021-04-09 | becton, Dickinson and Company | Sale (Full) | Self | $15K – $50K | 49 |
| 2021-04-09 | Avangrid, Inc. | Sale (Full) | Self | $15K – $50K | 49 |
| 2021-04-09 | Avalonbay Communities, Inc. | Sale (Full) | Self | $15K – $50K | 49 |
| 2021-04-09 | AstraZeneca PLC - American Depositary Shares | Sale (Full) | Self | $15K – $50K | 49 |
| 2021-04-09 | Anthem, Inc. | Sale (Full) | Self | $50K – $100K | 49 |
| 2021-04-09 | AFLAC Incorporated | Sale (Full) | Self | $50K – $100K | 49 |
| 2021-04-09 | Accenture plc Class A Ordinary Shares | Sale (Full) | Self | $50K – $100K | 49 |
| 2021-03-16 | Merrill Lynch - SJ BP ⇒ Vanguard Total Bond Market via Sara J Jacobs 1999 Trust | Sale (Partial) | Self | $1,001 – $15K | annual |
| 2021-03-16 | Merrill Lynch - SJ BP ⇒ Putnam Income Fund CL Y via Sara J Jacobs 1999 Trust | Sale (Full) | Self | $1,001 – $15K | annual |
| 2021-03-16 | Merrill Lynch - SJ BP ⇒ PIMCO Gnma & Government Secs Fund CL I2 via Sara J Jacobs 1999 Trust | Sale (Partial) | Self | $1,001 – $15K | annual |
| 2021-03-16 | Merrill Lynch - SJ BP ⇒ PGIM Total Return Bond Fund CL Z via Sara J Jacobs 1999 Trust | Sale (Partial) | Self | $1,001 – $15K | annual |
| 2021-02-19 | TJX Companies, Inc. | Purchase | Self | $15K – $50K | 21 |
| 2021-02-19 | The bank of New York Mellon Corporation | Sale (Full) | Self | $15K – $50K | 21 |
| 2021-02-19 | Tetra Tech, Inc. | Purchase | Self | $15K – $50K | 21 |
| 2021-02-19 | PayPal holdings, Inc. | Sale (Partial) | Self | $15K – $50K | 21 |
| 2021-02-19 | Paycom Software, Inc. | Purchase | Self | $15K – $50K | 21 |
| 2021-02-19 | LPL Financial holdings Inc. | Purchase | Self | $15K – $50K | 21 |
| 2021-02-19 | LhC group - common stock | Purchase | Self | $15K – $50K | 21 |
| 2021-02-19 | First Solar, Inc. | Sale (Partial) | Self | $1,001 – $15K | 21 |
| 2021-02-19 | ASML holding N.V. - New York Registry Shares | Sale (Partial) | Self | $15K – $50K | 21 |
| 2021-02-19 | Analog Devices, Inc. | Sale (Full) | Self | $50K – $100K | 21 |
What their office spends
What Jacobs's House office spent each quarter, from the House's Statement of Disbursements (the Member's Representational Allowance: staff, travel, offices in Washington and the district, mail): $1,850,402 over the last 4 quarters, 87% of it staff pay. A quarter's figures include late lines charged to the year before.
- Staff pay
- Travel
- Offices: rent, phones, utilities
- Mail and printing
- Everything else
The numbers
| Quarter | Staff pay | Travel | Offices: rent, phones, utilities | Mail and printing | Everything else | Total |
|---|---|---|---|---|---|---|
| Q2 '26 | $364,062 | $16,110 | $6,441 | $6,422 | $20,988 | $414,022 |
| Q1 '26 | $412,548 | $4,011 | $30,243 | $12,085 | $23,271 | $482,157 |
| Q4 '25 | $445,204 | $3,341 | $24,031 | $15 | $17,032 | $489,624 |
| Q3 '25 | $394,265 | $13,533 | $39,344 | $288 | $17,169 | $464,599 |
| Q2 '25 | $386,622 | $9,075 | $32,431 | $7,982 | $31,524 | $467,635 |
| Q1 '25 | $448,103 | $10,290 | $23,113 | $10,772 | $44,482 | $536,760 |
| Q4 '24 | $376,821 | $5,833 | $36,195 | $43,958 | $17,681 | $480,488 |
| Q3 '24 | $380,528 | $24,466 | $35,436 | $48,177 | $18,540 | $507,146 |
| Q2 '24 | $378,811 | $12,939 | $41,639 | $49,962 | $40,560 | $523,911 |
| Q1 '24 | $371,688 | $22,818 | $34,610 | $104,773 | $29,286 | $563,175 |
| Q4 '23 | $379,605 | $13,873 | $31,093 | $3,872 | $34,051 | $462,493 |
| Q3 '23 | $396,421 | $16,266 | $34,500 | $7,945 | $26,969 | $482,101 |
| Q2 '23 | $349,606 | $6,938 | $35,246 | $1,654 | $32,113 | $425,557 |
| Q1 '23 | $345,159 | $10,204 | $27,962 | $59,353 | $52,048 | $494,726 |
| Q4 '22 | $405,115 | $3,781 | $20,689 | $15,234 | $6,703 | $451,522 |
| Q3 '22 | $359,529 | $11,000 | $22,578 | $41,662 | $15,921 | $450,690 |
| Q2 '22 | $355,301 | $21,050 | $21,292 | $57,110 | $9,135 | $463,889 |
| Q1 '22 | $287,163 | $2,910 | $21,063 | $38 | $83,880 | $395,054 |
| Q4 '21 | $317,469 | $3,741 | $21,075 | $1,224 | $20,830 | $364,340 |
| Q2 '21 | $272,292 | $329 | $20,410 | -$17 | $18,852 | $311,866 |
| Q1 '21 | $186,228 | $0 | $18,446 | $3,459 | $19,558 | $227,691 |
Who the office paid
Each person on the office's payroll, by what they were paid in Q3 2025–Q2 2026, as the House publishes it (a title's "other compensation" counted with it).
Heller Katheryn C.
Deputy Chief of Staff · Chief of Staff
$164,125
Mendoza Brandon a
Legislative Director
$114,000
Mcilvaine Lauren L.
Communications Director
$114,000
Nasif Jordan T.
Legislative Assistant
$84,529
Laws Arion N.
Legislative Assistant
$84,529
Alexander Shinnola S.
Policy Advisor
$80,500
Patton Cynthia A.
Financial Administrator
$78,200
Lance Willow B.
Sr Community Representative
$73,000
Kuhn Amy E.
Chief of Staff · Senior Advisor
$71,667
Dominguez Gabriella L.
Exec Assistant & Dist Schedule · District Operations Manager
$70,333
All 35
| Name | Title | Paid | Quarters |
|---|---|---|---|
| Heller Katheryn C. | Deputy Chief of Staff · Chief of Staff | $164,125 | 4 |
| Mendoza Brandon a | Legislative Director | $114,000 | 4 |
| Mcilvaine Lauren L. | Communications Director | $114,000 | 4 |
| Nasif Jordan T. | Legislative Assistant | $84,529 | 4 |
| Laws Arion N. | Legislative Assistant | $84,529 | 4 |
| Alexander Shinnola S. | Policy Advisor | $80,500 | 4 |
| Patton Cynthia A. | Financial Administrator | $78,200 | 4 |
| Lance Willow B. | Sr Community Representative | $73,000 | 4 |
| Kuhn Amy E. | Chief of Staff · Senior Advisor | $71,667 | 3 |
| Dominguez Gabriella L. | Exec Assistant & Dist Schedule · District Operations Manager | $70,333 | 4 |
| Reiss Ethan | Scheduler | $68,500 | 4 |
| Mohiuddin Heba | Staff Assistant/legislative Co · Legislative Correspondent | $63,000 | 4 |
| Drew Imani Maile F. | Full Time Employee-community R | $63,000 | 4 |
| Guzman Barron Paola A. | Dist Director/policy Advisor | $61,000 | 2 |
| Oshiro Sarina Y. | Social Media Assistant | $60,833 | 4 |
| Akbarpour Gita Z. | Staff Assistant | $56,958 | 4 |
| Needham Kathleen M. | Military & Vet Liaison/sr Comm | $55,510 | 3 |
| Guzman Barron Paola a | Dist Director/policy Advisor | $55,000 | 2 |
| Jones Sophie a | Legislative Assistant | $39,000 | 4 |
| Haarmann Kathleen P. | Part-time Employee · District Press Assistant | $24,635 | 3 |
| Kline Jacqueline E. | Paid Intern · Part-time Employee · Paid Intern - House Program | $20,357 | 4 |
| Uribe Hannah G. | Part-time Employee · District Aide | $20,083 | 3 |
| Keller Elise C. | Paid Intern - House Program · Paid Intern | $12,495 | 2 |
| Rivera Trinity D. | Paid Intern - House Program | $12,099 | 2 |
| Gunn Gianna | Paid Intern - House Program · Paid Intern | $11,885 | 2 |
| Pickering Thomas D. | Paid Intern · Part-time Employee | $10,166 | 2 |
| Gutierrez-Heman Carlos | Paid Intern · District Office Paid Intern - | $6,478 | 1 |
| Gaskill Caroline | Paid Intern - House Program | $5,980 | 1 |
| Pandey Anushka | Paid Intern | $5,844 | 1 |
| Day Sonya M. | Part-time Employee | $5,500 | 1 |
| Solis Kathryn T. | Paid Intern | $5,128 | 1 |
| Banerjee Elina | Paid Intern | $5,128 | 1 |
| Mohan Meghna | Paid Intern | $4,684 | 1 |
| Krantz Natalie M. | Part-time Employee | $4,186 | 2 |
| Hamilton Ellen M. | Shared Employee | $3,744 | 1 |
Private funds
7private funds, LLCs and trusts with no ticker
0file a Form D with the SEC
—bought within 30 days of the fund's first sale
Where the money goes
Their trades in each (band midpoints) plus their largest year holding it. Funds that sell to outside investors file a Form D with the SEC, which names who runs them; family LLCs, trusts and private companies file nothing public. A trade made through a family LLC counts for the LLC and for what it bought.
Merrill Lynch - SJ QCOM ⇒ Beldore Capital Fund LLC
held from 2021
$15.0M
Merrill Lynch - SJ QCOM ⇒ Belgard Capital Fund LLC Class I
held from 2021
$15.0M
Merrill Lynch - SJ QCOM ⇒ Clearfork Capital Fund LLC
held from 2021
$15.0M
Sara Jacobs Trust U/A DTD 09/01/2009
trades went through it
$4.9M
Sara Jacobs Trust U/A DTD 09/01/2009 > Merrill Lynch
trades went through it
$3.0M
Merrill Lynch - SJ Muni ⇒ San Diego CO CA RGL Transn Rev Sub Ltd BDS B 5.0%; Due 04/01/204
2 trades
$350K
San Diego CO CA RgL Transn Rev Sub Ltd bDS b 5.0%; Due 04/01/2045 [gS]
2 trades
$350K
All 7, with what their filings say
Matched to SEC filers by name, so a match means "a filer with this name". Form D facts are from the newest one; manager figures from the SEC's monthly Form ADV file. Money is band midpoints, not dollars invested.
| Fund or entity | Manager | Formed | Kind | Minimum | Investors | First sale | They bought | Traded | Held |
|---|---|---|---|---|---|---|---|---|---|
| Merrill Lynch - SJ QCOM ⇒ Beldore Capital Fund LLC | held 2021 | $5.0M – $25.0M | |||||||
| Merrill Lynch - SJ QCOM ⇒ Belgard Capital Fund LLC Class I | held 2021 | $5.0M – $25.0M | |||||||
| Merrill Lynch - SJ QCOM ⇒ Clearfork Capital Fund LLC | held 2021 | $5.0M – $25.0M | |||||||
| Sara Jacobs Trust U/A DTD 09/01/2009 trades went through it | 2021-04-21 | $2.1M – $7.8M | |||||||
| Sara Jacobs Trust U/A DTD 09/01/2009 > Merrill Lynch trades went through it | 2022-05-31 | $1.0M – $5.0M | |||||||
| Merrill Lynch - SJ Muni ⇒ San Diego CO CA RGL Transn Rev Sub Ltd BDS B 5.0%; Due 04/01/204 | 2021-04-21 | $200K – $500K | |||||||
| San Diego CO CA RgL Transn Rev Sub Ltd bDS b 5.0%; Due 04/01/2045 [gS] | 2021-04-21 | $200K – $500K |
How their trades did
Each of Jacobs's trades in a company's stock, priced on its trade date and again 30 and 90 days later, less what the S&P 500 did over the same days; a sale counts the other way. 46 of their trades could be priced (ETFs, funds and since-delisted stocks can't). Their average is within what chance gives. Every member, compared.
- the same trades on other days (95% of the time)
- their average against the market
-5.0%-2.5%0+2.5%+5.0%
30 days later
46 trades · 41% beat the market
+0.5%
90 days later
46 trades · 70% beat the market
+3.1%
Before the public knew: between trading and first reporting a trade (a median of 49 days; 78% of them reported late), their trades moved +1.4% against the market, where the same trades on other days give -2.9% to +2.7%. Copying each on the day it was reported would have earned -0.4% over the next 30 days.
Best timed
- Sold Paycom Software, Inc. (PAYC) 2021-04-09 · $15K – $50K · +18.4% against the market in 30 days, +4.7% in 90
- Sold Tetra Tech, Inc. (TTEK) 2021-04-09 · $15K – $50K · +17.0% against the market in 30 days, +19.4% in 90
- Sold PayPal holdings, Inc. (PYPL) 2021-02-19 · $15K – $50K · +15.8% against the market in 30 days, +19.2% in 90
Worst timed
- Sold United Parcel Service, Inc. (UPS) 2021-04-09 · $15K – $50K · -21.3% against the market in 30 days, -16.1% in 90
- Sold QUALCOMM Incorporated (QCOM) 2026-05-06 · $500K – $1.0M · -11.6% against the market in 30 days, +20.6% in 90
- Sold Quest Diagnostics Incorporated (DGX) 2021-04-09 · $50K – $100K · -10.1% against the market in 30 days, -1.1% in 90
Financial disclosures
17 reports
Every report is a PDF at the Clerk of the House (disclosures-clerk.house.gov); a member's reports are linked on their page.
| Filed | Report | Entries |
|---|---|---|
| Jun 26, 2026 | Annual Report for 2025 | 35 |
| May 20, 2026 | Periodic Transaction Report | 2 |
| Mar 6, 2026 | Extension for 2025 | — |
| Aug 13, 2025 | Annual Report for 2024 | 71 |
| Apr 29, 2025 | Extension for 2024 | — |
| Aug 13, 2024 | Annual Report for 2023 | 42 |
| May 7, 2024 | Extension for 2023 | — |
| Jun 21, 2023 | Extension for 2022 | — |
| Jun 14, 2023 | Annual Report for 2022 | 44 |
| May 8, 2023 | Extension for 2022 | — |
| Jul 21, 2022 | Annual Report for 2021 | 75 |
| Jun 21, 2022 | Periodic Transaction Report | 1 |
| May 12, 2022 | Extension for 2021 | — |
| Aug 17, 2021 | Periodic Transaction Report | 0 |
| Jul 2, 2021 | Periodic Transaction Report | 10 |
| May 28, 2021 | Periodic Transaction Report | 42 |
| Mar 12, 2021 | Periodic Transaction Report | 10 |