House · Democrat · CA-21 · in the House since 2005 · Latest annual report · costa.house.gov
From the annual report filed Aug 13, 2026 · Report
| Asset, as filed | Value | Investor |
|---|---|---|
| James M. Costa Farms (Sole Proprietorship) [FA] | $1M – $5M | Self |
| Rental Home [RP] | $500K – $1M | Self |
| NYLI Winslow Large Cap Growth Fund Class I (MLAIX) [MF] | $50K – $100K | Self |
| MFS SER TR 1 VALUE FD [MF] | $50K – $100K | Self |
| T Rowe Price Overseas Stock Fund [MF] | $50K – $100K | Self |
| Traded | Company | Trade | Amount | Investor | Source |
|---|---|---|---|---|---|
| Mar 16, 2022 | Westamerica Bancorp | Sale | $15K – $50K | Not stated | Scan |
| Dec 4, 2015 | Heartland Financial Usa Inc | Exchange | $1K – $15K | Self | Filing |
Transactions an annual report lists for the year it covers, apart from trade reports. Not counted in the trades above.
| Traded | Company | Trade | Amount | Investor | Report |
|---|---|---|---|---|---|
| Dec 22, 2025 | Embark Commodity Strategy Fund Institutional Class (ECSWX) | Buy · Mutual fund | $1K – $15K | Self | 2025 Annual Report filed Aug 13, 2026 |
| Dec 22, 2025 | Dodge & Cox Stk FD | Buy · Mutual fund | $1K – $15K | Self | 2025 Annual Report filed Aug 13, 2026 |
| Dec 19, 2025 | American Funds Washington Mutual Investors Fund Class F-2 | Buy · Mutual fund | $1K – $15K | Self | 2025 Annual Report filed Aug 13, 2026 |
| Dec 16, 2025 | Allspring Special Mid Cap Value Fund Insti Class (WFMIX) | Buy · Mutual fund | $1K – $15K | Self | 2025 Annual Report filed Aug 13, 2026 |
| Dec 15, 2025 | T Rowe Price Overseas Stock Fund | Buy · Mutual fund | $1K – $15K | Self | 2025 Annual Report filed Aug 13, 2026 |
From Jim Costa's filings with the House Clerk. Members report trades and holdings in ranges, not exact amounts. Holdings are the assets in the latest annual report; trades since then are not netted into them.
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