Barbara Lee D
Democratic representative for California (CA-12) (former), in the House since Apr 7, 1998.
Among all 440 members
Each dot is a member; Lee 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
2023–24
$375K
2021–22
$2.2M
See the data
| Period | Raised | Individuals | PACs | Parties | Own money | Spent | Cash | Outside for | Outside against |
|---|---|---|---|---|---|---|---|---|---|
| 2023–24 | $375,046 | $363,166 | $11,800 | $0 | $0 | $427,255 | $144 | $1 | $0 |
| 2021–22 | $2,183,373 | $1,661,450 | $474,500 | $0 | $0 | $2,341,393 | $52,353 | $1,040 | $0 |
FEC totals through Sep 30, 2024.
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
2023–24
$306K
2021–22
$559K
Where it came from
- Less
- More
- Their state
Their donors' employers
Employers as donors wrote them, 2021 on (retired and not employed donors aside).
UCSF
$14K
CALIFORNIA WASTE SOLUTIONS
$12K
BERNSTEIN & LIPSETT P C
$10K
8MINUTE SOLAR ENERGY
$8,700
NAREB
$6,800
UC BERKELEY
$6,650
EGC
$6,600
SSL LAW FIRM
$6,300
CALIFORNIA ASSOCIATION OF NONPROFITS
$6,000
ZENYSIS TECHNOLOGIES
$5,800
TUSK HOLDINGS
$5,800
THE LANGELIER COMPANY
$5,800
The largest donors, and the numbers
| Period | Itemized | Contributions | From CA | Retired donors |
|---|---|---|---|---|
| 2023–24 | $306,425 | 276 | 84% | 3% |
| 2021–22 | $558,913 | 2,080 | 76% | 3% |
| Donor | Where | Employer, occupation | Total |
|---|---|---|---|
| DUONG, DAVID TRUNG | OAKLAND, CA | CALIFORNIA WASTE SOLUTIONS, PRESIDENT | $11,600 |
| LIPSETT, LINDA | WASHINGTON, DC | BERNSTEIN & LIPSETT P.C., ATTORNEY | $10,600 |
| WINOGRAD, CAROL | STANFORD, CA | RETIRED, RETIRED | $8,850 |
| GORDON, JOHN | OAKLAND, CA | NOT EMPLOYED, NOT EMPLOYED | $8,700 |
| WINOGRAD, TERRY | STANFORD, CA | RETIRED, RETIRED | $8,700 |
| PAGE, GLORIA | LOS ALTOS, CA | NONE, NOT EMPLOYED | $7,500 |
| BELL, DIANA L. | OAKLAND, CA | NOT EMPLOYED, NOT EMPLOYED | $6,600 |
| ELLIS, DENNIS | BEVERLY HILLS, CA | EGC, ATTORNEY | $6,600 |
| FRIEDMAN, ELEANOR F. | NEW YORK, NY | SELF, DESIGNER | $6,600 |
| QUILLIN, PATTY | SANTA CRUZ, CA | NOT EMPLOYED, NOT EMPLOYED | $6,600 |
| BARANKIN, NATHAN | SACRAMENTO, CA | SELF EMPLOYED, ATTORNEY | $5,800 |
| BUTTGENBACH, THOMAS | LOS ANGELES, CA | 8MINUTE SOLAR ENERGY, CEO | $5,800 |
| DELANEY, M. QUINN | OAKLAND, CA | NOT EMPLOYED, NOT EMPLOYED | $5,800 |
| DONES, ALAN E | OAKLAND, CA | SELF EMPLOYED, DEVELOPER | $5,800 |
| FOSTER, JOHN B | OAKLAND, CA | FOSTER INTERSTATE MEDIA INC., ADVERTISING EXECUTIVE | $5,800 |
| GESSESE, LIDIYA | MARINA DEL REY, CA | MIRACLE 9, BUSINESS WOMEN | $5,800 |
| GOLDEN, BRUCE | SAN FRANCISCO, CA | SELF-EMPLOYED, INVESTOR | $5,800 |
| GOODWIN, MARGO | OAKLAND, CA | SELF, DESIGNER | $5,800 |
| HALE, GENE | GARDENA, CA | G&C EQUIPMENT, EXECUTIVE | $5,800 |
| JAFFE, NORA | LA JOLLA, CA | NOT EMPLOYED, NOT EMPLOYED | $5,800 |
| JORDAN, WAYNE D | OAKLAND, CA | JREI, SELF-EMPLOYED | $5,800 |
| JURVETSON, KARLA | LOS ALTOS, CA | SELF, PHYSICIAN | $5,800 |
| KAPOR KLEIN, FREADA | OAKLAND, CA | KAPOR ENTERPRISES, INVESTOR | $5,800 |
| KAPOR, MITCHELL | HEALDSBURG, CA | KAPOR ENTERPRISES INC., INVESTOR | $5,800 |
| LANGELIER, CAROLYN | SAINT HELENA, CA | NOT EMPLOYED, NOT EMPLOYED | $5,800 |
Their biggest PAC and party givers
BLUE SHIELD OF CALIFORNIA PAC (SHIELD PAC)
$15K
NATIONAL UNION OF HEALTHCARE WORKERS FEDERAL COMMITTEE ON POLITICAL EDUCATION
$10K
INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS POLITICAL ACTION COMMITTEE
$10K
All 25
| Committee | Connected organization | Total | Gifts |
|---|---|---|---|
| BLUE SHIELD OF CALIFORNIA PAC (SHIELD PAC) | $15,000 | 3 | |
| NATIONAL AIR TRAFFIC CONTROLLERS ASSOCIATION PAC | NATIONAL AIR TRAFFIC CONTROLLERS ASSOCIATION | $13,500 | 8 |
| THE HOME DEPOT INC. POLITICAL ACTION COMMITTEE | THE HOME DEPOT INC. | $10,000 | 3 |
| NEA FUND FOR CHILDREN AND PUBLIC EDUCATION | NATIONAL EDUCATION ASSOCIATION | $10,000 | 5 |
| NATIONAL UNION OF HEALTHCARE WORKERS FEDERAL COMMITTEE ON POLITICAL EDUCATION | $10,000 | 5 | |
| NATIONAL ASSOCIATION OF REALTORS POLITICAL ACTION COMMITTEE | CALIFORNIA REAL ESTATE POLITICAL ACTION COMMITTEE | $10,000 | 4 |
| MACHINISTS NON PARTISAN POLITICAL LEAGUE OF THE INTERNATIONAL ASSOCIATION OF MACHINISTS & AEROSPACE WORKERS | INTERNATIONAL ASSOCIATION OF MACHINISTS AND AEROSPACE WORKERS | $10,000 | 2 |
| INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS POLITICAL ACTION COMMITTEE | $10,000 | 3 | |
| INTERNATIONAL ASSOCIATION OF FIREFIGHTERS INTERESTED IN REGISTRATION AND EDUCATION PAC | INTERNATIONAL ASSOCIATION OF FIRE FIGHTERS | $10,000 | 3 |
| AMERICAN HEALTH CARE ASSOCIATION POLITICAL ACTION COMMITTEE | AMERICAN HEALTH CARE ASSOCIATION | $10,000 | 2 |
| AMERICAN FEDERATION OF TEACHERS, AFL-CIO COMMITTEE ON POLITICAL EDUCATION | $10,000 | 2 | |
| AMERICAN FEDERATION OF STATE COUNTY & MUNICIPAL EMPLOYEES P E O P L E | DISTRICT COUNCIL 37, AFSCME PUBLIC EMPLOYEES ORGANIZED FOR POL & LEG EQUALITY | $10,000 | 4 |
| AMERICAN DENTAL ASSOCIATION POLITICAL ACTION COMMITTEE | AMERICAN DENTAL ASSOCIATION | $10,000 | 2 |
| AMERICAN CRYSTAL SUGAR COMPANY POLITICAL ACTION COMMITTEE | AMERICAN CRYSTAL SUGAR COMPAY | $10,000 | 2 |
| INTERNATIONAL ASSOCIATION OF SHEET METAL, AIR, RAIL AND TRANSPORTATION WORKERS POLITICAL ACTION LEAGUE | INTERNATIONAL ASSOCIATION OF SHEET METAL, AIR, RAIL AND TRANSPORTATION WORKERS | $8,000 | 2 |
| 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 | $7,500 | 3 |
| INT'L UNION OF BRICKLAYERS AND ALLIED CRAFTWORKERS | INT'L UNION OF BRICKLAYERS AND ALLIED CRAFTWORKERS | $7,500 | 2 |
| AMERICAN ASSOCIATION FOR JUSTICE POLITICAL ACTION COMMITTEE (AAJ PAC) | AMERICAN ASSOCIATION FOR JUSTICE (AAJ) | $7,500 | 6 |
| AMERICAN SOCIETY OF ANESTHESIOLOGISTS POLITICAL ACTION COMMITTEE (ASA PAC) | AMERICAN SOCIETY OF ANESTHESIOLOGISTS | $7,000 | 4 |
| AKERMAN LLP PAC | AKERMAN LLP | $7,000 | 4 |
| WASTE MANAGEMENT EMPLOYEES BETTER GOVERNMENT FUND | WASTE MANAGEMENT | $5,000 | 1 |
| UNITED FOOD AND COMMERCIAL WORKERS INTERNATIONAL UNION ACTIVE BALLOT CLUB | UNITED FOOD AND COMMERCIAL WORKERS INTERNATIONAL UNION | $5,000 | 2 |
| TRANSPORT WORKERS UNION OF AMERICA POLITICAL CONTRIBUTIONS COMMITTEE | TRANSPORT WORKERS UNION OF AMERICA | $5,000 | 5 |
| SIRIUS XM RADIO INC. AND PANDORA MEDIA, LLC PAC (SIRIUSXM PANDORA PAC) | $5,000 | 1 | |
| SEIU COPE (SERVICE EMPLOYEES INTERNATIONAL UNION COMMITTEE ON POLITICAL EDUCATION) | SERVICE EMPLOYEES INTERNATIONAL UNION | $5,000 | 1 |
Outside spending for and against them
- Against them
- For them
All of it
$1,041
Who spent it
COURAGE CALIFORNIA SUPER PAC
$903
WE VOTE - NOSOTROS VOTAMOS - PPAMM COMMITTEE
$120
SIERRA CLUB INDEPENDENT ACTION
$10
PLANNED PARENTHOOD VOTES
$8
See the data
| Spender | For or against | Total | Reports |
|---|---|---|---|
| COURAGE CALIFORNIA SUPER PAC | for | $903 | 27 |
| WE VOTE - NOSOTROS VOTAMOS - PPAMM COMMITTEE | for | $120 | 6 |
| SIERRA CLUB INDEPENDENT ACTION | for | $10 | 1 |
| PLANNED PARENTHOOD VOTES | for | $8 | 1 |
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).
$39K
$27K
All 25
| Registrant | Total | Items | First | Latest |
|---|---|---|---|---|
| PLANNED PARENTHOOD FEDERATION OF AMERICA, INC. | $120,894 | 3 | Jan 30, 2023 | Sep 14, 2024 |
| PLANNED PARENTHOOD ACTION FUND, INC. | $57,508 | 21 | Aug 30, 2022 | Sep 14, 2024 |
| AKERMAN LLP | $38,800 | 15 | Feb 19, 2021 | Sep 21, 2023 |
| K&L GATES, LLP | $27,000 | 9 | Oct 8, 2021 | Dec 29, 2023 |
| THE MADISON GROUP | $26,600 | 6 | Sep 28, 2022 | Dec 29, 2023 |
| EMPIRE CONSULTING GROUP | $26,000 | 7 | Sep 28, 2022 | Dec 19, 2023 |
| TOWNSEND PUBLIC AFFAIRS, INC | $22,400 | 6 | Dec 3, 2021 | Mar 5, 2024 |
| SERVICE EMPLOYEES INTERNATIONAL UNION CTW-CLC | $20,000 | 4 | Dec 20, 2021 | Oct 1, 2024 |
| AMERICAN FEDERATION OF STATE, COUNTY AND MUNICIPAL EMPLOYEES | $20,000 | 6 | Mar 29, 2021 | Jul 2, 2024 |
| INTERNATIONAL ASSOCIATION OF FIRE FIGHTERS | $17,500 | 5 | Sep 22, 2021 | Feb 27, 2025 |
| COMMUNICATIONS WORKERS OF AMERICA | $17,500 | 5 | Mar 15, 2022 | Sep 1, 2022 |
| NATIONAL AIR TRAFFIC CONTROLLERS ASSOCIATION | $16,000 | 9 | Feb 4, 2021 | Mar 11, 2025 |
| THE HOME DEPOT | $15,000 | 4 | Nov 19, 2021 | Sep 28, 2022 |
| NCTA - THE INTERNET & TELEVISION ASSOCIATION | $15,000 | 1 | Sep 15, 2022 | Sep 15, 2022 |
| NATIONAL EDUCATION ASSOCIATION | $15,000 | 6 | Mar 11, 2021 | Jan 30, 2025 |
| INTERNATIONAL ASSOCIATION OF MACHINISTS AND AEROSPACE WORKERS | $15,000 | 3 | May 20, 2021 | Dec 7, 2023 |
| BLUE SHIELD OF CALIFORNIA | $15,000 | 3 | Mar 19, 2021 | May 10, 2022 |
| AMERICAN DENTAL ASSOCIATION | $15,000 | 3 | Dec 9, 2021 | Oct 4, 2022 |
| AMERICAN ASSOCIATION FOR JUSTICE | $15,000 | 8 | Mar 3, 2021 | Mar 5, 2024 |
| HOLLAND & KNIGHT LLP | $13,000 | 7 | Jul 27, 2022 | Jun 28, 2023 |
| MICROSOFT CORPORATION | $11,900 | 3 | Nov 30, 2021 | Sep 28, 2022 |
| BARNES & THORNBURG, LLP | $11,500 | 12 | Mar 30, 2021 | Sep 4, 2024 |
| GREENBERG TRAURIG, LLP | $11,000 | 3 | Mar 14, 2022 | Dec 29, 2023 |
| UNITED FOOD & COMMERCIAL WORKERS INTERNATIONAL UNION | $10,000 | 3 | Aug 23, 2021 | Dec 18, 2024 |
| NATIONAL ASSOCIATION OF REALTORS | $10,000 | 4 | Jun 22, 2021 | Sep 20, 2022 |
Earmarks they asked for
Congressionally directed spending enacted at their request, alone or with others: 39 earmarks, $46.2M. 3 went to an organization whose employees gave to Lee's campaigns ($2.6M).
- To an organization whose employees gave to them
- To one whose lobbying firm's lobbyists gave to them
- Other earmarks
FY 2024
$17.5M
FY 2023
$18.4M
FY 2022
$10.3M
Against chance: set beside the earmarks other members of their state's delegation asked for on their own, in the same year and account, 3 of the 38 of theirs went to their donors' employers; chance gives about 0: more than chance gives, once every member is tested.
The largest
Alameda and Contra Costa Counties
Army Corps of Engineers
$4.2M
The Oscar Grant Youth Power Zone and Kingmakers of Oakland Labs Design Center and Production House Communities United for Restorative Youth Justice (CURYJ)
Department of Housing and Urban Development
$4.1M
Vision Zero - Bancroft Avenue and Williams Street Bicycle Corridor
Department of Transportation
$4.0M
Alameda and Contra Costa Counties, Section 219
Army Corps of Engineers
$2.5M
Affordable Housing Development/Corporation Yard Environmental Clean-Up and Improvements City of Emeryville
Department of Housing and Urban Development
$2.0M
East Oakland Maintenance Facility Safety Upgrade Alameda-Contra Costa Transit District
Department of Transportation
$1.8M
Veteran's Court Seawall City of Alameda
Department of Homeland Security
$1.5M
County of Alameda
Department of Health and Human Services
$1.3M
City of Oakland
Department of Health and Human Services
$1.2M
Clausen House
Department of Health and Human Services
$1.1M
All 39
| Year | Recipient | Amount | Asked with | Its employees gave them | Its lobbying firm gave them |
|---|---|---|---|---|---|
| FY 2024 | The Oscar Grant Youth Power Zone and Kingmakers of Oakland Labs Design Center and Production House Communities United for Restorative Youth Justice (CURYJ) Department of Housing and Urban Development · Community Development Fund · CA | $4,116,279 | |||
| FY 2024 | Alameda and Contra Costa Counties, Section 219 Alameda and Contra Costa Counties, Section 219, CA U.S. Army Corps of Engineers Army Corps of Engineers · Construction · CA | $2,525,000 | |||
| FY 2024 | East Oakland Maintenance Facility Safety Upgrade Alameda-Contra Costa Transit District Department of Transportation · Transit Infrastructure Grants · CA | $1,800,000 | VAN SCOYOC ASSOCIATES ($250) | ||
| FY 2024 | Oakland & the World Enterprises Community Economic Development Oakland & the World Enterprises Department of Housing and Urban Development · Community Development Fund · CA | $1,050,000 | |||
| FY 2024 | San Leandro Navigation Center and Permanent Supportive Housing Project City of San Leandro Department of Housing and Urban Development · Community Development Fund · CA | $1,000,000 | |||
| FY 2024 | Infrastructure and Perimeter Fence Project at Children's Fairyland Oakland Children's Fairyland, Inc. Department of Housing and Urban Development · Community Development Fund · CA | $1,000,000 | |||
| FY 2024 | Cyber Security Enhancements to Public Safety Systems City of Oakland Department of Justice · COPS Tech · CA | $963,000 | TOWNSEND PUBLIC AFFAIRS, INC ($14,500) | ||
| FY 2024 | City of Alameda Community Assessment Response & Engagement Team (CARE Team) City of Alameda Department of Justice · OJP–Byrne · CA | $963,000 | |||
| FY 2024 | City of Oakland for Lake Merritt Healthy Lake Initiative Environmental Protection Agency · State and Tribal Assistance Grants—Clean Water State Revolving Fund · CA | $959,757 | TOWNSEND PUBLIC AFFAIRS, INC ($14,500) | ||
| FY 2024 | 40th Street Protected Bikeway and Multimodal Improvements Project City of Emeryville Department of Housing and Urban Development · Community Development Fund · CA | $850,000 | TOWNSEND PUBLIC AFFAIRS, INC ($14,500) | ||
| FY 2024 | Peralta Community College District Community Policing, Enhancement, and Training Program Peralta Community College District Peralta Community College District Community Policing, Enhancement, and Training Program Peralta Community College District Department of Justice · OJP–Byrne · CA | $850,000 | $175, 1 donor | AKERMAN LLP ($15,300) | |
| FY 2024 | ARS Western Regional Research Center, Albany, CA Western Regional Center Department of Agriculture · Buildings and Facilities · CA | $500,000 | |||
| FY 2024 | Live Free USA Community Violence Intervention Live Free USA Department of Justice · OJP–Byrne · CA | $500,000 | |||
| FY 2024 | Oakland Chinatown Ambassador Program for Crime Prevention and Victims Services Oakland Chinatown Chamber Foundation Department of Justice · OJP–Byrne · CA | $400,000 | |||
| FY 2023 | Alameda and Contra Costa Counties Alameda and Contra Costa Counties, CA U.S. Army Corps of Engineers Army Corps of Engineers · Construction · CA | $4,200,000 | |||
| FY 2023 | Vision Zero - Bancroft Avenue and Williams Street Bicycle Corridor Department of Transportation · Highway Infrastructure Programs · CA | $4,000,000 | |||
| FY 2023 | Clausen House Clausen House, Oakland, CA for an adult transition services program to improve employment, educational, life skills and supports for individuals with disabilities Department of Health and Human Services · Administration for Community Living · CA | $1,058,408 | |||
| FY 2023 | University of California Berkeley University of California Berkeley, CA for a social science research and postdoctoral pipeline program Department of Education · Higher Education · CA | $1,000,000 | |||
| FY 2023 | Native American Health Center, Inc. Native American Health Center, Inc., Oakland, CA for facilities and equipment Department of Health and Human Services · Health Resources and Services Administration · CA | $1,000,000 | |||
| FY 2023 | Asian Health Services Asian Health Services, Oakland, CA for mental health and wraparound services Department of Health and Human Services · Substance Use and Mental Health Services Administration · CA | $1,000,000 | |||
| FY 2023 | Building and Construction Trades Council of Alameda County Building and Construction Trades Council of Alameda County, Oakland, CA for the Retention Apprenticeship Mentoring Program Department of Labor · Employment and Training Administration · CA | $1,000,000 | |||
| FY 2023 | Construction Trades Workforce Initiative Construction Trades Workforce Initiative, Oakland, CA for apprenticeship readiness programs Department of Labor · Employment and Training Administration · CA | $1,000,000 | |||
| FY 2023 | Martin Luther King Junior Youth Services Center Renovation City of Berkeley Department of Housing and Urban Development · Community Development Fund · CA | $750,000 | $25, 1 donor | ||
| FY 2023 | Coliseum Gardens Affordable Housing City of Oakland Department of Housing and Urban Development · Community Development Fund · CA | $750,000 | TOWNSEND PUBLIC AFFAIRS, INC ($19,100) | ||
| FY 2023 | California Jobs and Infrastructure Initiative Oakland Private Industry Council California Jobs and Infrastructure Initiative Oakland Private Industry Council, Oakland, CA Small Business Administration · Salaries and Expenses · CA | $654,370 | |||
| FY 2023 | Procedural Justice/Community Police Trust City of Oakland Department of Justice · OJP-Byrne · CA | $646,000 | TOWNSEND PUBLIC AFFAIRS, INC ($19,100) | ||
| FY 2023 | Covenant House California Homeless Youth Services Center Covenant House California Department of Housing and Urban Development · Community Development Fund · CA | $550,000 | |||
| FY 2023 | Intergenerational Affordable Housing Project on San Pablo Avenue City of Emeryville Department of Housing and Urban Development · Community Development Fund · CA | $500,000 | TOWNSEND PUBLIC AFFAIRS, INC ($19,100) | ||
| FY 2023 | City of San Leandro Police Department Community Police Review Board City of San Leandro Department of Justice · OJP-Byrne · CA | $300,000 | |||
| FY 2022 | Affordable Housing Development/Corporation Yard Environmental Clean-Up and Improvements City of Emeryville Department of Housing and Urban Development · Community Development Fund · CA | $2,000,000 | TOWNSEND PUBLIC AFFAIRS, INC ($15,800) | ||
| FY 2022 | Veteran's Court Seawall City of Alameda Department of Homeland Security · Pre-Disaster Mitigation · CA | $1,500,000 | |||
| FY 2022 | County of Alameda County of Alameda, Oakland, CA for facilities and equipment for the West Oakland Health Council Department of Health and Human Services · Health Resources and Services Administration (HRSA) · CA | $1,250,000 | |||
| FY 2022 | City of Oakland City of Oakland, CA for the Oakland Mental Health Resilience project Department of Health and Human Services · Substance Abuse and Mental Health Services Administration (SAMHSA) · CA | $1,230,000 | TOWNSEND PUBLIC AFFAIRS, INC ($15,800) | ||
| FY 2022 | City of San Leandro for Trash Capture Project Environmental Protection Agency · State and Tribal Assistance Grants - Clean Water SRF · CA | $1,000,000 | |||
| FY 2022 | African American Holistic Resource Center City of Berkeley Department of Housing and Urban Development · Community Development Fund · CA | $1,000,000 | $25, 1 donor | ||
| FY 2022 | Oakland Cultural and Commercial Corridor Recovery Project Bay Area Local Initiatives Support Corporation Department of Housing and Urban Development · Community Development Fund · CA | $1,000,000 | |||
| FY 2022 | East Bay Performing Arts East Bay Performing Arts, Oakland, CA for music education Department of Education · Elementary & Secondary Education · CA | $500,000 | |||
| FY 2022 | Youth ALIVE! and Community & Youth Outreach (CYO) National Institute for Criminal Justice Reform Department of Justice · Byrne · CA | $500,000 | |||
| FY 2022 | Oakland LGBTQ Community Center Oakland LGBTQ Community Center, Oakland, CA for facilities and equipment Department of Health and Human Services · Health Resources and Services Administration (HRSA) · CA | $350,000 |
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
Nothing on record.
What they sponsor bills about
118th Congress: 59 sponsored, 0 became law · 117th Congress: 61 sponsored, 1 became law
Their bills
| Bill | Latest action |
|---|---|
| H.R. 4373Public Law 117-264 Further Additional Continuing Appropriations and Extensions Act, 2023 | Dec 23, 2022 Became Public Law No: 117-264. |
| H.R. 10457 PEPFAR Extension Act of 2024 | Dec 17, 2024 Referred to the House Committee on Foreign Affairs. |
| H.Res. 1605 Supporting the goals of World AIDS Day. | Dec 3, 2024 Referred to the Committee on Energy and Commerce, and in addition to the Committee on Foreign Affairs, for a p |
| H.R. 9977 Victims of Agent Orange Relief Act of 2024 | Oct 25, 2024 Referred to the Subcommittee on Health. |
| H.R. 9872 Sickle Cell Disease Treatment Centers Act of 2024 | Sep 27, 2024 Referred to the House Committee on Energy and Commerce. |
| H.Res. 1513 Affirming the term "woke" and its historical connection to Black history, Black liberation movements, and social justice | Sep 25, 2024 Referred to the House Committee on Oversight and Accountability. |
| H.R. 9631 National Food as Medicine Program Act of 2024 | Oct 2, 2024 Referred to the Subcommittee on Nutrition, Foreign Agriculture, and Horticulture. |
| H.R. 9607 Workforce of the Future Act of 2024 | Sep 16, 2024 Referred to the Committee on Education and the Workforce, and in addition to the Committee on Science, Space, |
| H.Res. 1411 Recognizing July 2024 as the 30th anniversary of the reproductive justice movement to raise awareness around the history | Aug 6, 2024 Referred to the Committee on Energy and Commerce, and in addition to the Committee on the Judiciary, for a per |
| H.R. 9161 Health Equity and Accountability Act of 2024 | Sep 23, 2024 Referred to the Subcommittee on Commodity Markets, Digital Assets, and Rural Development. |
| H.Res. 1333 Recognizing the significance of National Caribbean American Heritage Month. | Jun 28, 2024 Referred to the House Committee on Oversight and Accountability. |
| H.Res. 1299 Reaffirming the goals and ideals of the 1994 International Conference on Population and Development Programme of Action | Jun 13, 2024 Referred to the House Committee on Foreign Affairs. |
| H.Res. 1093 Supporting the goals and ideals of Social Work Month and World Social Work Day. | Mar 19, 2024 Referred to the House Committee on Education and the Workforce. |
| H.R. 7041 Tax Excessive CEO Pay Act of 2024 | Jan 18, 2024 Referred to the House Committee on Ways and Means. |
| H.Res. 960 RESPECT Resolution | Jan 12, 2024 Referred to the Subcommittee on Health. |
| H.R. 6865 Allyship Act | Dec 19, 2023 Referred to the Committee on Foreign Affairs, and in addition to the Committee on the Judiciary, for a period |
| H.Res. 904 Supporting the goals of World AIDS Day. | Dec 8, 2023 Referred to the Subcommittee on Health. |
| H.R. 6221 SMOKE Act | Nov 3, 2023 Referred to the House Committee on Education and the Workforce. |
| H.R. 6191 Curtailing Executive Overcompensation (CEO) Act | Nov 2, 2023 Referred to the House Committee on Ways and Means. |
| H.R. 6091 Student Support Act | Oct 26, 2023 Referred to the House Committee on Education and the Workforce. |
| H.R. 5866 SAFE in Recovery Act | Dec 17, 2024 Referred to the Subcommittee on Health. |
| H.R. 5719 Black Panther Party National Historical Park Act | Sep 26, 2023 Referred to the House Committee on Natural Resources. |
| H.R. 5644 End Diaper Need Act of 2023 | Dec 17, 2024 Referred to the Subcommittee on Work and Welfare. |
| H.R. 5442 Drone Reform Act | Sep 13, 2023 Referred to the Committee on Armed Services, and in addition to the Committee on Intelligence (Permanent Selec |
| H.Res. 672 Calling for sickle cell trait research, surveillance, and public education and awareness, and for other purposes. | Sep 8, 2023 Referred to the House Committee on Energy and Commerce. |
| Congress | Sponsored | Became law | Cosponsored |
|---|---|---|---|
| 118th | 59 | 0 | 1030 |
| 117th | 61 | 1 | 1036 |
11 former staff now lobbying
STUART CHAPMAN
THORN RUN PARTNERS
39 clients
JOSEPH HANSEN
TOWNSEND PUBLIC AFFAIRS, INC
4 clients
JULIE NICKSON
AMERICAN CANCER SOCIETY CANCER ACTION NETWORK, INC.
1 client
ERIKA NINOYU
AMERICAN CANCER SOCIETY CANCER ACTION NETWORK, INC.
1 client
ADRIANA RIVERA
PERSISTENT SYSTEMS, LLC
1 client
CARRIE ADAMS
THE AI POLICY NETWORK INC.
1 client
ADRIANA RIVERA
ASSOCIATION FOR UNCREWED VEHICLE SYSTEMS INTERNATIONAL
1 client
JOYCE KAZADI
COINBASE, INC.
1 client
SHAWN WHYTE
DIAGEO NORTH AMERICA
1 client
SHELLY MARC
META PLATFORMS, INC. AND VARIOUS SUBSIDIARIES
1 client
DEBORAH KOOLBECK
NATIONAL EDUCATION ASSOCIATION
1 client
See the data
| Lobbyist | Former position, as they list it | Firms | Clients | Years |
|---|---|---|---|---|
| STUART CHAPMAN | Chief of Staff, Representative Carolyn McCarthy; Chief of Staff, Representative Zack Space; Press Secretary, Senator Jay Rockefeller; Press Secretary, Representative Barbara Lee | THORN RUN PARTNERS | 39 | 2021–2026 |
| JOSEPH HANSEN | Field Rep., Rep. Barbara Lee | TOWNSEND PUBLIC AFFAIRS, INC | 4 | 2025–2026 |
| JULIE NICKSON | Chief of Staff, U.S. Representative Barbara Lee (D-CA 13)(2002-2022) | AMERICAN CANCER SOCIETY CANCER ACTION NETWORK, INC. | 1 | 2022–2026 |
| ERIKA NINOYU | Deputy Director & Sr. Advisor, White House Initiative on Asian Americans, Native Hawaiians and Pacific Islanders (2023-2025); Sr. Leg. Asst. U.S. Rep. Barbara Lee (D-CA-13) (2020-2023); Fellow, U.S. Rep. Grace Meng (D-NY-06) (2020). | AMERICAN CANCER SOCIETY CANCER ACTION NETWORK, INC. | 1 | 2025–2026 |
| ADRIANA RIVERA | Military Legislative Assistant & Military Legislative Aide - U.S. Senate(Sen. Bennet) Staff Assistant, Legislative Correspondent, Legislative Aide, and Legislative Assistant - U.S. House of Representatives (Rep.Grace Napolitano, Rep. Barbara Lee) | PERSISTENT SYSTEMS, LLC | 1 | 2025–2026 |
| CARRIE ADAMS | Communications Director & Senior Advisor, Sen. Fetterman, Deputy Digital Director, Sen. Schumer Digital Director, Spkr Pelosi, Sr. Advisor, House Committee on Rules Senior Advisor, Rep. Louise Slaughter Communications Director, Rep. B.Lee | THE AI POLICY NETWORK INC. | 1 | 2025–2026 |
| ADRIANA RIVERA | Military Legislative Assistant, Sen. Michael Bennet (D-CO), Legislative Aide & Legislative Assistant, Rep. Barbara Lee (D-CA), Legislative Correspondent/Staff Assistant, Rep. Grace Napolitano (D-CA), Intern, Sen. Chuck Schumer (D-NY) | ASSOCIATION FOR UNCREWED VEHICLE SYSTEMS INTERNATIONAL | 1 | 2025 |
| JOYCE KAZADI | CHIEF OF STAFF & SENIOR ADVISOR, REP. BARBARA LEE (6/22 - 5/24 ); DIRECTOR, OFFICE OF THE ADMINISTRATOR DIRECTOR, USAID (5/21-6/22);SENIOR ADVISOR, OFFICE VICE PRESIDENT KAMALA HARRIS (6/21-9/21) | COINBASE, INC. | 1 | 2025 |
| SHAWN WHYTE | Intern, Rep. Barbara Lee | DIAGEO NORTH AMERICA | 1 | 2024 |
| SHELLY MARC | Deputy Chief of Staff - Rep. Barbara Lee; Staff Assistant and Policy Advisor - EOP, Office of Public Engagement and Intergovernmental Affairs (Obama Administration); Staff Assistant and Legislative Correspondent - Sen. Kirsten Gillibrand | META PLATFORMS, INC. AND VARIOUS SUBSIDIARIES | 1 | 2022 |
| DEBORAH KOOLBECK | Congresswoman Barbara Lee, Congresswoman Marcy Kaptur, Congressman Rush Holt | NATIONAL EDUCATION ASSOCIATION | 1 | 2022 |
From their payroll to lobbying
People Lee's office paid, by the House's Statement of Disbursements, who later filed lobbying reports (LD-2), lobbying from after the office last paid them: matched by name only where one person on the whole House payroll and one registered lobbyist have it. "Confirmed": their lobbying reports list a job with Lee themselves.
JOSEPH HANSEN ✓
District Office Paid Intern - · Field Rep/caseworker · Paid Intern, last paid Q1 2025 · TOWNSEND PUBLIC AFFAIRS, INC
9 clients
JULIE NICKSON ✓
Chief of Staff, last paid Q3 2022 · AMERICAN CANCER SOCIETY CANCER ACTION NETWORK, INC.
1 client
ERIKA NINOYU ✓
Legislative Assistant · Senior Legislative Assistant, last paid Q3 2023 · AMERICAN CANCER SOCIETY CANCER ACTION NETWORK, INC.
1 client
SAMIRA DAMAVANDI
Legislative Assistant, last paid Q3 2022 · GUTTMACHER INSTITUTE
1 client
EVAN SARNOR
Paid Intern · Paid Intern - House Program, last paid Q4 2021 · AMERICANS FOR RESPONSIBLE INNOVATION
1 client
SOFIA GUERRA
Paid Intern - House Program, last paid Q2 2023 · FRIENDS COMMITTEE ON NATIONAL LEGISLATION
1 client
See the data
| Lobbyist | On the payroll as | Last paid | Lobbying for | Clients | Years | Confirmed |
|---|---|---|---|---|---|---|
| JOSEPH HANSEN | District Office Paid Intern - · Field Rep/caseworker · Paid Intern | Q1 2025 | TOWNSEND PUBLIC AFFAIRS, INC | 9 | 2025–2026 | yes |
| JULIE NICKSON | Chief of Staff | Q3 2022 | AMERICAN CANCER SOCIETY CANCER ACTION NETWORK, INC. | 1 | 2022–2026 | yes |
| ERIKA NINOYU | Legislative Assistant · Senior Legislative Assistant | Q3 2023 | AMERICAN CANCER SOCIETY CANCER ACTION NETWORK, INC. | 1 | 2025–2026 | yes |
| SAMIRA DAMAVANDI | Legislative Assistant | Q3 2022 | GUTTMACHER INSTITUTE | 1 | 2024–2026 | no |
| EVAN SARNOR | Paid Intern · Paid Intern - House Program | Q4 2021 | AMERICANS FOR RESPONSIBLE INNOVATION | 1 | 2026 | no |
| SOFIA GUERRA | Paid Intern - House Program | Q2 2023 | FRIENDS COMMITTEE ON NATIONAL LEGISLATION | 1 | 2023–2024 | no |
Holdings and trades
$1.4M – $7.0Mnet worth, 2025 report
92trades on their reports
—trades reported after 45 days
—typical time to report a trade
0reports filed on paper
4filing 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
Rental Property-Oakland, CA
Real Estate · Self
$1.0M+
Estate of Clyde Oden, Sr.-Rental Property in Pahrump, NV
Real Estate · Spouse
$250K+
Estate of Clyde Oden, Sr.-Rental Property in San Diego, CA
Real Estate · Spouse
$250K+
Lincoln Plus Choice Assurance
Mutual Funds · Spouse
$100K+
Blackrock National Municipal Fund
Mutual Funds · Spouse
$15K+
CCM Community Impact Bond Fund CRANX)
Mutual Funds · Self
$15K+
Domini Impact Bond Fund
Mutual Funds · Self
$15K+
Domini Impact International Equity Y
Mutual Funds · Self
$15K+
RBC Impact Bond I
Mutual Funds · Self
$15K+
AAMA Equity Fund
Mutual Funds · Self
$1,001+
Aberdeen U.S. Small Cap Equity
Mutual Funds · Spouse
$1,001+
Acorns
Bank Deposit · Self
$1,001+
Their 25 largest holdings, as a table
| Asset | Kind | Owner | Value | Income |
|---|---|---|---|---|
| Rental Property-Oakland, CA | Real Estate | Self | $1.0M – $5.0M | Rent: $5,001 – $15K |
| Estate of Clyde Oden, Sr.-Rental Property in Pahrump, NV | Real Estate | Spouse | $250K – $500K | Capital Gains: $5,001 – $15K |
| Estate of Clyde Oden, Sr.-Rental Property in San Diego, CA | Real Estate | Spouse | $250K – $500K | Rent: $1 – $200 |
| Lincoln Plus Choice Assurance | Mutual Funds | Spouse | $100K – $250K | None: — |
| Blackrock National Municipal Fund | Mutual Funds | Spouse | $15K – $50K | Capital Gains: $1 – $200 |
| CCM Community Impact Bond Fund CRANX) | Mutual Funds | Self | $15K – $50K | Tax-Deferred: — |
| Domini Impact Bond Fund | Mutual Funds | Self | $15K – $50K | Tax-Deferred: — |
| Domini Impact International Equity Y | Mutual Funds | Self | $15K – $50K | Tax-Deferred: — |
| RBC Impact Bond I | Mutual Funds | Self | $15K – $50K | Tax-Deferred: — |
| AAMA Equity Fund | Mutual Funds | Self | $1,001 – $15K | Capital Gains: $1 – $200 |
| Aberdeen U.S. Small Cap Equity | Mutual Funds | Spouse | $1,001 – $15K | Capital Gains: $1 – $200 |
| Acorns | Bank Deposit | Self | $1,001 – $15K | None: — |
| Blackrock Inflation Protected Bond Fund | Mutual Funds | Spouse | $1,001 – $15K | Tax-Deferred: — |
| BNY Mellon International Stock Fund I | Mutual Funds | Spouse | $1,001 – $15K | Tax-Deferred: — |
| Brown Advisory Sustainable Growth Fund | Mutual Funds | Self | $1,001 – $15K | Tax-Deferred: — |
| Calvert Global Energy Solution Fund | Mutual Funds | Self | $1,001 – $15K | Tax-Deferred: — |
| Calvert Global Water Fund Class I | Mutual Funds | Self | $1,001 – $15K | Dividends: $0 – $0 |
| Charles Schwab Checking and Money Market Accounts | Bank Deposit | Self | $1,001 – $15K | None: — |
| Columbia Dividend Income Fund Institutional Class | Mutual Funds | Spouse | $1,001 – $15K | Capital Gains: $0 – $0 |
| East West Bank Accounts, Oakland, CA | Bank Deposit | Self | $1,001 – $15K | None: — |
| Edgewood Growth Fund Class Institutional | Mutual Funds | Self | $1,001 – $15K | Tax-Deferred: — |
| Eventide Global Div Opportunities I | Mutual Funds | Self | $1,001 – $15K | Tax-Deferred: — |
| First Affirmative Balanced Income Fossil Fuel Free | Retirement Plans | Self | $1,001 – $15K | Tax-Deferred: — |
| Green Century Equity Fund | Mutual Funds | Self | $1,001 – $15K | Tax-Deferred: — |
| Healthcare Trust of America, Inc. Class A | Corporate Securities | Self | $1,001 – $15K | None: — |
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
Blackrock National Municipal Fund
2021–2022 · $12K – $180K
12 trades
Invesco Conservative Income Fund Institutional Class
2021–2021 · $17K – $80K
3 trades
Calvert Global Energy Solutions Fund (I)
2021–2021 · $17K – $80K
3 trades
Aberdeen U.S. Small Cap Equity
2021–2022 · $3,003 – $45K
3 trades
Impax Large Cap Fund Institutional Class (PXLIX)
2021–2023 · $3,003 – $45K
3 trades
PIMCO Short Term 12
2022–2022 · $3,003 – $45K
3 trades
Domini International Impact Fund Class Y (DOMYX)
2021–2023 · $16K – $65K
2 trades
RBC Impact Bond (RIBIX)
2022–2023 · $16K – $65K
2 trades
Invesco Developing Markets
2021–2021 · $2,002 – $30K
2 trades
Wells Fargo Short-term Municipal Bond Fund Institutional Class
2021–2021 · $2,002 – $30K
2 trades
All 92 trades
| Date | Asset | Trade | Owner | Amount | Days to report |
|---|---|---|---|---|---|
| 2023-10-06 | Community Reinvestment Act Qualified Investment Fund Institutional Class | Sale (Partial) | Self | $1,001 – $15K | annual |
| 2023-07-10 | Thornburg Better World International Fund Class I | Purchase | Self | $1,001 – $15K | annual |
| 2023-07-10 | RBC Emerging Markets Equity Fund Cl I | Purchase | Self | $1,001 – $15K | annual |
| 2023-07-10 | RBC BlueBay Impact Bond Fund Class I | Purchase | Self | $1,001 – $15K | annual |
| 2023-07-10 | Impax Large Cap Fund Institutional Class | Sale (Partial) | Self | $1,001 – $15K | annual |
| 2023-07-10 | Domini International Impact Fund Class Y | Sale (Partial) | Self | $1,001 – $15K | annual |
| 2023-07-10 | Calvert Global Water Fund Class I | Purchase | Self | $1,001 – $15K | annual |
| 2022-12-21 | PIMCO Short Term 12 | Sale (Partial) | Spouse | $1,001 – $15K | annual |
| 2022-12-21 | Hardford Schroder Emerging Markets Equity Class Fund I | Sale (Full) | Spouse | $1,001 – $15K | annual |
| 2022-12-21 | Blackrock National Municipal Fund | Sale (Partial) | Spouse | $1,001 – $15K | annual |
| 2022-11-22 | PIMCO Short Term 12 | Sale (Partial) | Spouse | $1,001 – $15K | annual |
| 2022-11-22 | JP Morgan Value Advantage Fund-I | Sale (Partial) | Spouse | $1,001 – $15K | annual |
| 2022-11-22 | Columbia Dividend Income Fund Institutional Class | Sale (Partial) | Spouse | $1,001 – $15K | annual |
| 2022-11-22 | Blackrock National Municipal Fund | Sale (Partial) | Spouse | $1,001 – $15K | annual |
| 2022-10-05 | Blackrock National Municipal Fund | Sale (Partial) | Spouse | $1,001 – $15K | annual |
| 2022-06-30 | Estate of Clyde Oden, Sr.-Rental Property in Pahrump, NV | Sale (Full) | Spouse | $250K – $500K | annual |
| 2022-06-11 | RBC Impact Bond | Purchase | Self | $15K – $50K | annual |
| 2022-06-11 | Domini Impact Bond Fund | Purchase | Self | $15K – $50K | annual |
| 2022-05-27 | Virtus AllianzGIFund | Sale (Partial) | Self | $1,001 – $15K | annual |
| 2022-04-01 | PIMCO Short Term 12 | Purchase | Spouse | $1,001 – $15K | annual |
| 2022-02-23 | Blackrock National Municipal Fund | Purchase | Spouse | $1,001 – $15K | annual |
| 2022-02-15 | Blackrock National Municipal Fund | Purchase | Spouse | $1,001 – $15K | annual |
| 2022-02-08 | Blackrock National Municipal Fund | Purchase | Spouse | $1,001 – $15K | annual |
| 2022-02-01 | Blackrock National Municipal Fund | Purchase | Spouse | $1,001 – $15K | annual |
| 2022-01-31 | Blackrock National Municipal Fund | Purchase | Spouse | $1,001 – $15K | annual |
| 2022-01-28 | Aberdeen U.S. Small Cap Equity | Purchase | Spouse | $1,001 – $15K | annual |
| 2021-12-31 | Wells Fargo Emerging Markets Equity Income Fund | Sale (Full) | Spouse | $1,001 – $15K | annual |
| 2021-12-31 | PIMCO International Bond Fund (US Dollar Hedged) | Sale (Full) | Spouse | $1,001 – $15K | annual |
| 2021-12-31 | Lincoln Choice Plus Assurance Bonus | Purchase | Spouse | $100K – $250K | annual |
| 2021-12-31 | Hartford Schroder Emerging Markets Equity Class Fund I | Purchase | Spouse | $1,001 – $15K | annual |
| 2021-12-31 | Harding Loevner International Equity Portfolio Institutional Class | Sale (Full) | Spouse | $1,001 – $15K | annual |
| 2021-12-31 | Edgewood Growth Fund Class Institutional | Purchase | Spouse | $1,001 – $15K | annual |
| 2021-12-31 | Delaware Value Fund Institutional Class | Sale (Full) | Spouse | $1,001 – $15K | annual |
| 2021-12-31 | Delaware Investments Small Cap Value Institutional Class | Sale (Full) | Spouse | $1,001 – $15K | annual |
| 2021-12-31 | Columbia Dividend Income Fund Institutional Class | Purchase | Spouse | $1,001 – $15K | annual |
| 2021-12-31 | BNY Mellon International Stock Fund I | Purchase | Spouse | $1,001 – $15K | annual |
| 2021-12-31 | Blackrock National Municipal Fund | Sale (Partial) | Spouse | $1,001 – $15K | annual |
| 2021-12-30 | T. Rowe Price Blue Chip Growth Fund | Sale (Full) | Spouse | $1,001 – $15K | annual |
| 2021-12-30 | Pear Tree Polaris Foreign Value Fund | Purchase | Spouse | $1,001 – $15K | annual |
| 2021-12-30 | Loomis Growth Y | Purchase | Spouse | $1,001 – $15K | annual |
| 2021-12-30 | Lazard International Strategic Equity Portfolio International Shares | Purchase | Spouse | $1,001 – $15K | annual |
| 2021-12-30 | JP Morgan Value Advantage Fund- I | Purchase | Spouse | $1,001 – $15K | annual |
| 2021-12-30 | Invesco Conservative Income Fund Institutional Class | Sale (Full) | Spouse | $15K – $50K | annual |
| 2021-12-30 | Hartford Mid Cap | Purchase | Spouse | $1,001 – $15K | annual |
| 2021-12-30 | EV Income Fund of Boston I | Purchase | Spouse | $1,001 – $15K | annual |
| 2021-12-30 | EV Atlanta Capital-SMUD Cap Fund I | Purchase | Spouse | $1,001 – $15K | annual |
| 2021-11-18 | Pax Large Cap Fund Institutional | Purchase | Self | $1,001 – $15K | annual |
| 2021-06-11 | Virtus AllianzGI Fund | Purchase | Self | $1,001 – $15K | annual |
| 2021-06-11 | Vanguard Short-Term Treasurt Admiral | Purchase | Self | $1,001 – $15K | annual |
| 2021-06-11 | Vanguard Interm Term Treasury Admiral | Purchase | Self | $1,001 – $15K | annual |
| 2021-06-11 | TIAA Real Estate Instl | Sale (Partial) | Self | $1,001 – $15K | annual |
| 2021-06-11 | Thornburg Limited Term Income I | Purchase | Self | $1,001 – $15K | annual |
| 2021-06-11 | Thornburg Better World International | Purchase | Self | $1,001 – $15K | annual |
| 2021-06-11 | Shelton FDS Green Alpha Fund | Sale (Partial) | Self | $1,001 – $15K | annual |
| 2021-06-11 | Portfolio 21 Institutional Fund | Sale (Partial) | Self | $1,001 – $15K | annual |
| 2021-06-11 | Performance Trust Strategic Bond Fund | Purchase | Self | $1,001 – $15K | annual |
| 2021-06-11 | PAX World Global Green Institutional Class | Sale (Partial) | Self | $1,001 – $15K | annual |
| 2021-06-11 | Pax Large Cap Fund Institutional | Purchase | Self | $1,001 – $15K | annual |
| 2021-06-11 | Parnassus Endeavor Fund Institutional | Purchase | Self | $1,001 – $15K | annual |
| 2021-06-11 | Parnassus Core Equity Institutional | Purchase | Self | $1,001 – $15K | annual |
| 2021-06-11 | Mirova Global Sustainable Equity Y | Purchase | Self | $1,001 – $15K | annual |
| 2021-06-11 | Green Century Equity Fund | Sale (Partial) | Self | $1,001 – $15K | annual |
| 2021-06-11 | Green Century Balanced Fund | Sale (Full) | Self | $1,001 – $15K | annual |
| 2021-06-11 | Eventide Global Div. Opportunities I | Purchase | Self | $1,001 – $15K | annual |
| 2021-06-11 | Domini Impact International Equity Y | Purchase | Self | $15K – $50K | annual |
| 2021-06-11 | Calvert Green Bond Bond | Sale (Full) | Self | $15K – $50K | annual |
| 2021-06-11 | Calvert Global Water Fund Class | Sale (Full) | Self | $1,001 – $15K | annual |
| 2021-06-11 | Calvert Global Energy Solutions Fund | Sale (Partial) | Self | $1,001 – $15K | annual |
| 2021-06-11 | Brown Advisory Sustainable Growth Fund | Sale (Partial) | Self | $1,001 – $15K | annual |
| 2021-06-11 | Access Capital Community Investment Fund (I) | Sale (Full) | Self | $15K – $50K | annual |
| 2021-06-11 | 1919 Socially Responsive Balanced I | Sale (Full) | Self | $1,001 – $15K | annual |
| 2021-06-03 | Wasatch Core Growth Institutional | Purchase | Self | $1,001 – $15K | annual |
| 2021-06-03 | Sierra Tactical Bond Institutional | Purchase | Self | $1,001 – $15K | annual |
| 2021-06-03 | AAMA Equity Fund | Purchase | Self | $1,001 – $15K | annual |
| 2021-05-07 | Matthews Asia Japan Fund Investor Class | Purchase | Spouse | $1,001 – $15K | annual |
| 2021-04-12 | Invesco Conservative Inc. Inst. | Purchase | Self | $1,001 – $15K | annual |
| 2021-04-12 | Blackrock National Municipal Fund | Purchase | Spouse | $1,001 – $15K | annual |
| 2021-04-09 | Wells Fargo Short-term Municipal Bond Fund Institutional Class | Sale (Partial) | Spouse | $1,001 – $15K | annual |
| 2021-04-09 | Matthews Asia Japan Fund Investor Class | Purchase | Spouse | $1,001 – $15K | annual |
| 2021-04-09 | Blackrock National Municipal Fund | Purchase | Spouse | $1,001 – $15K | annual |
| 2021-04-09 | Aberdeen U.S. Small Cap Equity | Purchase | Spouse | $1,001 – $15K | annual |
| 2021-04-09 | Aberdeen U.S. Small Cap Equity | Purchase | Spouse | $1,001 – $15K | annual |
| 2021-04-07 | Wells Fargo Special Mid Cap Value Fund | Sale (Full) | Spouse | $1,001 – $15K | annual |
| 2021-04-07 | Pear Tree Polaris Foreign Value Fund | Purchase | Spouse | $1,001 – $15K | annual |
| 2021-04-07 | Invesco Developing Markets | Purchase | Spouse | $1,001 – $15K | annual |
| 2021-04-07 | Invesco Conservative Income Fund Institutional Class | Purchase | Spouse | $1,001 – $15K | annual |
| 2021-03-24 | Parnassus Endeavor Fund Institutional | Purchase | Self | $1,001 – $15K | annual |
| 2021-03-24 | Parnassus Endeavor Fund | Sale (Full) | Self | $1,001 – $15K | annual |
| 2021-03-04 | Wells Fargo Short-term Municipal Bond Fund Institutional Class | Purchase | Spouse | $1,001 – $15K | annual |
| 2021-03-04 | Invesco Developing Markets | Purchase | Spouse | $1,001 – $15K | annual |
| 2021-03-04 | Invesco Conservative Income Fund Institutional Class | Purchase | Spouse | $1,001 – $15K | annual |
| 2021-03-04 | Blackrock National Municipal Fund | Purchase | Spouse | $1,001 – $15K | annual |
What their office spends
What Lee'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): $1,173,728 over the last 4 quarters, 64% 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 '25 | $0 | $0 | $386 | $0 | $6,050 | $6,436 |
| Q1 '25 | $78,554 | $5,313 | $4,671 | $91,028 | $11,492 | $191,059 |
| Q4 '24 | $380,040 | $23,794 | $92,600 | $1,322 | $87,984 | $585,741 |
| Q3 '24 | $298,244 | $14,963 | $60,224 | $2,252 | $14,809 | $390,492 |
| Q2 '24 | $325,366 | $25,948 | $58,757 | $2,026 | $25,830 | $437,928 |
| Q1 '24 | $332,221 | $26,288 | $70,372 | $102,594 | $107,552 | $639,027 |
| Q4 '23 | $339,341 | $20,334 | $62,196 | $1,880 | $35,876 | $459,626 |
| Q3 '23 | $313,595 | $11,090 | $71,985 | $2,192 | $22,887 | $421,749 |
| Q2 '23 | $306,368 | $20,280 | $85,493 | $2,025 | $47,394 | $461,560 |
| Q1 '23 | $314,315 | $32,397 | $13,472 | $11,363 | $56,439 | $427,986 |
| Q4 '22 | $311,336 | $32,541 | $57,867 | $159,478 | $25,522 | $586,743 |
| Q3 '22 | $302,772 | $19,237 | $54,833 | $60,738 | $35,460 | $473,041 |
| Q2 '22 | $302,377 | $24,105 | $53,013 | $549 | $18,340 | $398,384 |
| Q1 '22 | $303,760 | $7,888 | $58,316 | $13,873 | $67,342 | $451,179 |
| Q4 '21 | $314,631 | $8,014 | $44,685 | $875 | $41,613 | $409,817 |
| Q2 '21 | $265,741 | $5,438 | $48,405 | $446 | $50,275 | $370,304 |
| Q1 '21 | $256,210 | $5,481 | $84,810 | $69,924 | $27,613 | $444,038 |
Financial disclosures
8 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 |
|---|---|---|
| May 5, 2025 | Termination Report for 2025 | 59 |
| Jan 27, 2025 | Extension for 2025 | — |
| Aug 13, 2024 | Annual Report for 2023 | 7 |
| May 14, 2024 | Extension for 2023 | — |
| May 15, 2023 | Annual Report for 2022 | 17 |
| Jul 15, 2022 | Annual Report for 2021 | 68 |
| Jun 23, 2022 | Extension for 2021 | — |
| May 13, 2022 | Extension for 2021 | — |
2 trades have a date that can't be right as filed (a year like 0217, a day after the report was filed, or outside the year an annual report covers); none fixed by an amendment.
Trades with a date that can't be right
| Report filed | Trade date | Asset | Problem | Since |
|---|---|---|---|---|
| Jul 15, 2022 | 2022-06-11 | Domini Impact Bond Fund (DSBIX) | Outside the year the report covers | Never amended |
| Jul 15, 2022 | 2022-06-11 | RBC Impact Bond (RIBIX) | Outside the year the report covers | Never amended |