Katie Porter D
Democratic representative for California (CA-47) (former), in the House since Jan 3, 2019.
Among all 440 members
Each dot is a member; Porter 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
See the data
| Period | Raised | Individuals | PACs | Parties | Own money | Spent | Cash | Outside for | Outside against |
|---|---|---|---|---|---|---|---|---|---|
| 2023–24 | $490,932 | $91,623 | $242 | $0 | $0 | $7,925,891 | $0 | $2,613 | $0 |
| 2021–22 | $26,031,048 | $24,796,009 | $691,744 | $6,926 | $0 | $28,863,841 | $7,434,959 | $731,476 | $9,209,014 |
FEC totals through Jun 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
Where it came from
- Less
- More
- Their state
Their donors' employers
Employers as donors wrote them, 2021 on (retired and not employed donors aside).
The largest donors, and the numbers
| Period | Itemized | Contributions | From CA | Retired donors |
|---|---|---|---|---|
| 2023–24 | $12,764 | 96 | 55% | 30% |
| 2021–22 | $4,022,767 | 50,494 | 56% | 28% |
| Donor | Where | Employer, occupation | Total |
|---|---|---|---|
| HARRIS, SUSAN | LOS ANGELES, CA | NOT EMPLOYED, NOT EMPLOYED | $7,900 |
| HOUGH, MORGAN | ROANOKE, VA | NOT EMPLOYED, NOT EMPLOYED | $6,300 |
| SPERO, ANDREA | SAN FRANCISCO, CA | UNIVERSITY OF SAN FRANCISCO, EDUCATOR | $6,300 |
| TILLSON, CYNTHIA | KETTERING, OH | NOT EMPLOYED, RETIRED | $5,994 |
| ABRAMS, JEFFREY | ENCINO, CA | BAD ROBOT PRODUCTIONS, CO-CEO | $5,800 |
| ALLEN, YOKO | LAUGHLIN, NV | NOT EMPLOYED, RETIRED | $5,800 |
| ALPERT, HENRY | NEW HYDE PARK, NY | SPARTAN PETROLEUM CORP, PRESIDENT | $5,800 |
| ALPERT, MIA | LOS ANGELES, CA | NOT EMPLOYED, NOT EMPLOYED | $5,800 |
| ALYANAKIAN, KURKEN | LAGUNA HILLS, CA | NOT EMPLOYED, NOT EMPLOYED | $5,800 |
| ANDERSON, ROBERT | SAN FRANCISCO, CA | SELF EMPLOYED, WRITER | $5,800 |
| BEEUWKES, REINIER III | CONCORD, MA | NOT EMPLOYED, RETIRED | $5,800 |
| BILLS, MICHAEL D. | CHARLOTTESVILLE, VA | SELF EMPLOYED, INVESTOR | $5,800 |
| BURNSTEIN, CLIFFORD N. | NEW YORK, NY | Q PRIME, INC., MANAGER | $5,800 |
| DEAN, NATHANIEL | NEW YORK, NY | CAPULA INVESTMENT MANAGEMENT, LLP, PORTFOLIO MANAGER | $5,800 |
| DELANEY, M. QUINN | OAKLAND, CA | NOT EMPLOYED, NOT EMPLOYED | $5,800 |
| EYECHANER, FRED | CHICAGO, IL | NOT EMPLOYED, RETIRED | $5,800 |
| GOLDBERG TOLMACH, PAIGE | ENCINO, CA | SELF EMPLOYED, DOCUMENTARY FILMMAKER | $5,800 |
| GOLDEN, BRUCE | SAN FRANCISCO, CA | ACCEL PARTNERS, VENTURE CAPITALIST | $5,800 |
| HOFFMAN, REID | PORTOLA VALLEY, CA | GREYLOCK PARTNERS, PARTNER | $5,800 |
| JORDAN, WAYNE | OAKLAND, CA | JORDAN REAL ESTATE INVESTMENTS, FOUNDER | $5,800 |
| KARPLUS, BARBARA | NEWBURY PARK, CA | CVUSD, TEACHER | $5,800 |
| KELLNER, PETER | NANTUCKET, MA | NOT EMPLOYED, RETIRED | $5,800 |
| KIRK, CLAY KENAN | NEW YORK, NY | SELF EMPLOYED, PRIVATE INVESTOR | $5,800 |
| KIRK, GARRETT JR | NEW YORK, NY | SELF EMPLOYED, INVESTOR | $5,800 |
| KOHLBERG, NANCY | MOUNT KISCO, NY | NONE, HOMEMAKER | $5,800 |
Their biggest PAC and party givers
All 25
| Committee | Connected organization | Total | Gifts |
|---|---|---|---|
| DEMOCRATS OF ORANGE COUNTY POLITICAL ACTION COMMITTEE (DEMOC PAC) | NONE | $19,000 | 5 |
| CONGRESSIONAL PROGRESSIVE CAUCUS PAC | $12,499 | 6 | |
| WOMEN'S POLITICAL COMMITTEE FEDERAL | $10,000 | 2 | |
| WOMEN FOR AMERICAN VALUES AND ETHICS POLITICAL ACTION COMMITTEE (A/K/A WAVE PAC) | $10,000 | 2 | |
| VPP | UNITEDEMOCRATS PAC | $10,000 | 2 |
| UAW - V - CAP (UAW VOLUNTARY COMMUNITY ACTION PROGRAM) 'INT'L UNION UNITED AUTOMOBILE AEROSPACE & AGRICULTURAL IMPLEMENT WORKERS OF AMERICA UAW | INT'L UNION UNITED AUTOMOBILE AEROSPACE & AGRICULTURAL IMPLEMENT WORKERS OF AMERICA UAW | $10,000 | 3 |
| PROGRESSIVE TURNOUT PROJECT | $10,000 | 3 | |
| PROGRESSIVE MAJORITY PAC | $10,000 | 4 | |
| PLANNED PARENTHOOD ACTION FUND INC PAC, DBA PLANNED PARENTHOOD FEDERAL PAC | PLANNED PARENTHOOD ACTION FUND INC. | $10,000 | 4 |
| NEA FUND FOR CHILDREN AND PUBLIC EDUCATION | NATIONAL EDUCATION ASSOCIATION | $10,000 | 3 |
| NATIONAL ASSOCIATION OF REALTORS POLITICAL ACTION COMMITTEE | CALIFORNIA REAL ESTATE POLITICAL ACTION COMMITTEE | $10,000 | 4 |
| 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 | $10,000 | 2 |
| MEDICARE FOR ALL | $10,000 | 2 | |
| MACHINISTS NON PARTISAN POLITICAL LEAGUE OF THE INTERNATIONAL ASSOCIATION OF MACHINISTS & AEROSPACE WORKERS | INTERNATIONAL ASSOCIATION OF MACHINISTS AND AEROSPACE WORKERS | $10,000 | 2 |
| JOBS, EDUCATION, & FAMILIES FIRST JEFF PAC | $10,000 | 3 | |
| INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS POLITICAL ACTION COMMITTEE | $10,000 | 3 | |
| FAIR SHOT PAC | $10,000 | 4 | |
| END CITIZENS UNITED | LET AMERICA VOTE PAC | $10,000 | 4 |
| DEMOCRATIC WOMEN OF THE SOUTH ORANGE COUNTY | $10,000 | 2 | |
| COMMUNICATIONS WORKERS OF AMERICA - COPE POLITICAL CONTRIBUTIONS COMMITTEE | COMMUNICATIONS WORKERS OF AMERICA | $10,000 | 2 |
| AMERIPAC: THE FUND FOR A GREATER AMERICA | HOYER | $10,000 | 2 |
| AMERICAN POSTAL WORKERS UNION COMMITTEE ON POLITICAL ACTION | $10,000 | 4 | |
| 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 | 3 |
| COURAGE TO CHANGE | OCASIO-CORTEZ | $7,930 | 6 |
Outside spending for and against them
- Against them
- For them
Who spent it
See the data
| Spender | For or against | Total | Reports |
|---|---|---|---|
| CONGRESSIONAL LEADERSHIP FUND | against | $6,785,465 | 41 |
| CLUB FOR GROWTH ACTION | against | $2,284,849 | 31 |
| CALIFORNIA REAL ESTATE POLITICAL ACTION COMMITTEE/FEDERAL - CALIFORNIA ASSOCIATION OF REALTORS | for | $386,341 | 4 |
| STOP SOCIALISM IN OC | against | $138,399 | 6 |
| END CITIZENS UNITED | for | $84,456 | 29 |
| NATIONAL ASSOCIATION OF REALTORS POLITICAL ACTION COMMITTEE | for | $65,063 | 6 |
| LCV VICTORY FUND | for | $63,551 | 8 |
| PLANNED PARENTHOOD OF ORANGE AND SAN BERNARDINO COUNTIES' COMMUNITY ACTION FUND PAC | for | $36,305 | 15 |
| THE SIX PAC | for | $15,000 | 1 |
| MOMSRISING TOGETHER | for | $10,759 | 5 |
| NATIONAL NURSES UNITED FOR PATIENT PROTECTION | for | $10,594 | 9 |
| GRASSROOTS DEMOCRATS HQ | for | $10,300 | 2 |
| WORKING AMERICA | for | $8,029 | 3 |
| INDIVISIBLE ACTION | for | $7,381 | 9 |
| ACTIVATE AMERICA | for | $7,084 | 25 |
| LET AMERICA VOTE PAC | for | $6,544 | 9 |
| COURAGE CALIFORNIA SUPER PAC | for | $6,532 | 47 |
| GREENPEACE, INC. | for | $5,892 | 25 |
| PROTECTING CHOICE IN CALIFORNIA, A PROJECT OF PLANNED PARENTHOOD AFFILIATES OF CALIFORNIA | for | $5,070 | 2 |
| WOMEN FOR AMERICAN VALUES AND ETHICS POLITICAL ACTION COMMITTEE (A/K/A WAVE PAC) | for | $2,894 | 3 |
| WAY TO LEAD PAC | for | $2,076 | 1 |
| WOMEN SPEAK OUT PAC | against | $301 | 3 |
| CLUB FOR GROWTH ACTION | for | $200 | 1 |
| 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).
All 25
How they've voted lately
Nothing on record.
What they sponsor bills about
118th Congress: 85 sponsored, 0 became law · 117th Congress: 54 sponsored, 1 became law
Their bills
| Bill | Latest action |
|---|---|
| H.R. 1170Public Law 117-152 To designate the facility of the United States Postal Service located at 1 League in Irvine, California, as the "Tuskege | Jun 23, 2022 Became Public Law No: 117-152. |
| H.R. 10554 Pentagon Medical Malpractice Claims Reporting Act | Dec 20, 2024 Referred to the House Committee on Armed Services. |
| H.R. 10162 RESERVE Federal Land Act | Nov 22, 2024 Referred to the Subcommittee on Forestry. |
| H.R. 9736 Corporate Management Accountability Act of 2024 | Sep 20, 2024 Referred to the House Committee on Financial Services. |
| H.R. 9663 Open-Source Standards Reporting Act of 2024 | Sep 18, 2024 Referred to the House Committee on Armed Services. |
| H.R. 9664 Accurate Industrial Policy Budgeting Act of 2024 | Sep 18, 2024 Referred to the House Committee on Armed Services. |
| H.R. 9507 Expanding Security Assistance Notification Act | Sep 9, 2024 Referred to the Committee on Foreign Affairs, and in addition to the Committee on Armed Services, for a period |
| H.J.Res. 202 Formally apologizing for the nuclear legacy of the United States in the Republic of the Marshall Islands and affirming t | Sep 6, 2024 Referred to the Committee on Natural Resources, and in addition to the Committee on Foreign Affairs, for a per |
| H.R. 9482 Spare Parts Competition Act | Sep 6, 2024 Referred to the House Committee on Armed Services. |
| H.R. 9483 Preventing Corruption in Advisory Roles Act | Sep 6, 2024 Referred to the House Committee on Armed Services. |
| H.R. 9451 Stronger Enforcement of Civil Penalties Act of 2024 | Sep 3, 2024 Referred to the House Committee on Financial Services. |
| H.R. 9392 Political Accountability and Transparency Act | Aug 20, 2024 Referred to the House Committee on House Administration. |
| H.R. 9393 Foreign Political Influence Elimination Act of 2024 | Aug 20, 2024 Referred to the Committee on the Judiciary, and in addition to the Committee on House Administration, for a pe |
| H.R. 9354 Single Parent Penalty Elimination Act of 2024 | Aug 13, 2024 Referred to the House Committee on Ways and Means. |
| H.R. 9355 CLEAN Act | Aug 13, 2024 Referred to the Committee on House Administration, and in addition to the Committee on Rules, for a period to |
| H.Res. 1398 Expressing support for the designation of July 30, 2024, as "National Whistleblower Appreciation Day". | Jul 30, 2024 Referred to the House Committee on Oversight and Accountability. |
| H.R. 9168 Plug Offshore Wells Act | Jul 25, 2024 Referred to the House Committee on Natural Resources. |
| H.R. 9126 Digital Social Platform Transparency Act | Jul 24, 2024 Referred to the House Committee on Energy and Commerce. |
| H.R. 8987 Lowest Price for Patients Act of 2024 | Dec 17, 2024 Referred to the Subcommittee on Health. |
| H.Con.Res. 110 Legislative Proxy and Absence Accommodation Resolution | Jun 11, 2024 Referred to the House Committee on Rules. |
| H.Con.Res. 111 Majority Rule Resolution | Jun 11, 2024 Referred to the House Committee on Rules. |
| H.Con.Res. 112 Congressional Bipartisan Seating Resolution | Jun 11, 2024 Referred to the House Committee on Rules. |
| H.R. 8695 Lobbying Disclosure Modernization Act | Jun 11, 2024 Referred to the House Committee on the Judiciary. |
| H.R. 8696 Block the Revolving Door Act | Jun 11, 2024 Referred to the House Committee on the Judiciary. |
| H.R. 8442 Setting the Table for Transition Act | Sep 3, 2024 Referred to the Subcommittee on Nutrition, Foreign Agriculture, and Horticulture. |
| Congress | Sponsored | Became law | Cosponsored |
|---|---|---|---|
| 118th | 85 | 0 | 766 |
| 117th | 54 | 1 | 617 |
3 former staff now lobbying
See the data
| Lobbyist | Former position, as they list it | Firms | Clients | Years |
|---|---|---|---|---|
| JOONSOO YI | Staffer for Rep. Katie Porter, 07/2020 - 08/2022 Intern for Rep. Harley Rouda, 08/2019 - 12/2019 | THE FERGUSON GROUP | 6 | 2022–2023 |
| PAUL GREEN | Legislative Assistant, U.S. Representative Katie Porter | NATIONAL SAFETY COUNCIL | 1 | 2025–2026 |
| NORA WALSH-DEVRIES | Office of Congresswoman Katie Porter (D-CA) [Deputy Chief of Staff/District Director Dec. 2020-Aug. 2021, Chief of Staff Aug. 2021-May 2024] | PLANNED PARENTHOOD FEDERATION OF AMERICA, INC. | 1 | 2026 |
From their payroll to lobbying
People Porter'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 Porter themselves.
See the data
| Lobbyist | On the payroll as | Last paid | Lobbying for | Clients | Years | Confirmed |
|---|---|---|---|---|---|---|
| JOONSOO YI | Field Representative | Q3 2022 | THE FERGUSON GROUP | 6 | 2023 | yes |
Holdings and trades
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
Their 25 largest holdings, as a table
| Asset | Kind | Owner | Value | Income |
|---|---|---|---|---|
| Pennsylvania Guaranteed Savings Plan | Education Savings Plans | Child | $100K – $250K | Tax-Deferred: — |
| Pennsylvania Guaranteed Savings Plan | Education Savings Plans | Child | $100K – $250K | Tax-Deferred: — |
| Pennsylvania Guaranteed Savings Plan | Education Savings Plans | Child | $100K – $250K | Tax-Deferred: — |
| TIAA-Cref Lifecycle 2040--Retirement | Retirement Plans | Self | $100K – $250K | Tax-Deferred: — |
| Calvert S&P 500 Index Fund | Life Insurance | Self | $50K – $100K | None: — |
| NSHE Defined Contribution Retirement - Vanguard 2040 | Retirement Plans | Self | $50K – $100K | Tax-Deferred: — |
| University of Iowa Defined Contribution Retirement Plan ⇒ CREF Stock | Retirement Plans | Self | $50K – $100K | Tax-Deferred: — |
| University of Iowa Defined Contribution Retirement Plan ⇒ CREF-Equity Index | Retirement Plans | Self | $50K – $100K | Tax-Deferred: — |
| University of Iowa Defined Contribution Retirement Plan ⇒ Vanguard Institutional Index Fund | Retirement Plans | Self | $50K – $100K | Tax-Deferred: — |
| Calvert NASDAQ 100 Index Fund | Life Insurance | Self | $15K – $50K | None: — |
| Fidelity Contrafund | Life Insurance | Self | $15K – $50K | None: — |
| Fidelity Growth | Life Insurance | Self | $15K – $50K | None: — |
| Bank of the Ozarks | Corporate Securities | Self | $15K – $50K | Tax-Deferred: — |
| Berkshire Hathaway Inc. New | Retirement Plans | Self | $15K – $50K | Tax-Deferred: — |
| Caterpillar, Inc. | Corporate Securities | Self | $15K – $50K | Tax-Deferred: — |
| Optimal Aggressive Growth Fund | Other | Self | $15K – $50K | Tax-Deferred: — |
| NSHE 401a/414H DC Retirement Plan ⇒ Cref Equity Index | Retirement Plans | Self | $15K – $50K | Tax-Deferred: — |
| University of Iowa Defined Contribution Retirement Plan ⇒ Cref Global Equities | Retirement Plans | Self | $15K – $50K | Tax-Deferred: — |
| University of Iowa Defined Contribution Retirement Plan ⇒ TIAA Real Estate Fund | Retirement Plans | Self | $15K – $50K | Tax-Deferred: — |
| University of Iowa Defined Contribution Retirement Plan ⇒ TIAA-Cref Midcap Growth Fund | Retirement Plans | Self | $15K – $50K | Tax-Deferred: — |
| University of Iowa Defined Contribution Retirement Plan ⇒ TIAA-Cref Midcap Value Fund | Retirement Plans | Self | $15K – $50K | Tax-Deferred: — |
| University of Iowa Defined Contribution Retirement Plan ⇒ TIAA-Cref Real Estate Securities Fund | Retirement Plans | Self | $15K – $50K | Tax-Deferred: — |
| UC Domestic Equity Index Fund | Retirement Plans | Self | $15K – $50K | Tax-Deferred: — |
| Fidelity Equity Income Fund | Life Insurance | Self | $1,001 – $15K | None: — |
| Bankers Trust Checking Account | Bank Deposit | Self | $1,001 – $15K | Interest: $1 – $200 |
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
All 5 trades
| Date | Asset | Trade | Owner | Amount | Days to report |
|---|---|---|---|---|---|
| 2024-12-16 | Pennsylvania Guaranteed Savings Plan via Pennsylvania 529 Dependent Child 1 | Sale (Partial) | Child | $1,001 – $15K | annual |
| 2024-06-24 | Vanguard Total Institutional Stock Market Index Fund via College Savings Iowa 529 Dependent Child 1 | Sale (Partial) | Child | $15K – $50K | annual |
| 2024-04-12 | TIAA-Cref Lifecycle 2040–Retirement via SEP (self-employed) IRA | Purchase | Self | $15K – $50K | annual |
| 2021-07-08 | CREF Global Equities & TIAA-CREF Samll-Cap Blend Index Fund via IRA | Exchange | Self | $1,001 – $15K | annual |
| 2021-07-06 | REMS Real Estate Value Opportunity Fund via Roth IRA | Exchange | Self | $1,001 – $15K | annual |
What their office spends
What Porter'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): $87,859 over the last 4 quarters, 102% 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 |
|---|---|---|---|---|---|---|
| Q1 '26 | $0 | $0 | -$100 | $0 | $0 | -$100 |
| Q4 '25 | $0 | $0 | $0 | $0 | $376 | $376 |
| Q2 '25 | $0 | $0 | -$10,948 | $0 | $0 | -$10,948 |
| Q1 '25 | $89,581 | $4,942 | $2,523 | $134 | $1,352 | $98,531 |
| Q4 '24 | $469,124 | $16,404 | $26,803 | $845 | $15,767 | $528,943 |
| Q3 '24 | $486,419 | $20,967 | $26,222 | $253 | $11,981 | $545,843 |
| Q2 '24 | $413,103 | $16,061 | $26,103 | $247 | $12,598 | $468,112 |
| Q1 '24 | $342,900 | $20,197 | $27,017 | $30,897 | $14,120 | $435,130 |
| Q4 '23 | $422,217 | $25,392 | $33,551 | $198,453 | $13,439 | $693,051 |
| Q3 '23 | $386,225 | $23,939 | $25,082 | $362 | $11,732 | $447,341 |
| Q2 '23 | $319,922 | $14,797 | $25,022 | $3,225 | $37,032 | $399,999 |
| Q1 '23 | $283,555 | $11,917 | $27,159 | $704 | $26,118 | $349,453 |
| Q4 '22 | $415,803 | $8,620 | $23,417 | $9,329 | $10,664 | $467,832 |
| Q3 '22 | $318,027 | $10,570 | $26,556 | $184,516 | $14,557 | $554,225 |
| Q2 '22 | $414,434 | $9,098 | $28,879 | $50,390 | $41,155 | $543,955 |
| Q1 '22 | $270,314 | $2,270 | $22,949 | $699 | $15,312 | $311,544 |
| Q4 '21 | $294,383 | $17,464 | $25,405 | $94,886 | $19,665 | $451,802 |
| Q2 '21 | $280,944 | $1,435 | $27,224 | $63,744 | $44,399 | $417,746 |
| Q1 '21 | $275,432 | $3,710 | $22,518 | $10,885 | $17,073 | $329,618 |
Private funds
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.
All 4, 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 |
|---|---|---|---|---|---|---|---|---|---|
| Optimal Aggressive Growth Fund | held 2021 | $15K – $50K | |||||||
| Vanguard Total Institutional Stock Market Index Fund | $15K – $50K | ||||||||
| CREF Global Equities & TIAA-CREF Samll-Cap Blend Index Fund | $1,001 – $15K | ||||||||
| REMS Real Estate Value Opportunity Fund | $1,001 – $15K |
Financial disclosures
4 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 |
|---|---|---|
| Jan 16, 2025 | Termination Report for 2025 | 3 |
| May 9, 2024 | Annual Report for 2023 | 63 |
| May 11, 2023 | Annual Report for 2022 | 63 |
| Apr 30, 2022 | Annual Report for 2021 | 2 |