House · Democrat · CA-53 · in the House since 2001 · Latest annual report · susandavis.house.gov
From the annual report filed Jan 26, 2021 · Report
| Asset, as filed | Value | Investor |
|---|---|---|
| 4113-15 Arbor Vitae San Diego, CA [RP] | $250K – $500K | Joint |
| Guggenheim Ltd Duration Fund Inst Cl (GILHX) [MF] | $250K – $500K | Spouse |
| T Rowe Price Health Sciences [MF] | $100K – $250K | Spouse |
| Schwab Strategic TR US Tips ETF (SCHP) [EF] | $100K – $250K | Spouse |
| EmersonEquity Money Market [BA] | $100K – $250K | Spouse |
| Traded | Company | Trade | Amount | Investor | Source |
|---|---|---|---|---|---|
| Oct 28, 2020 | Viasat Inc | Buy · Stock | $1K – $15K | Spouse | Filing |
| Oct 28, 2020 | Fortinet, Inc. | Buy · Stock | $1K – $15K | Spouse | Filing |
| Oct 28, 2020 | Ford Motor Co | Buy · Stock | $15K – $50K | Spouse | Filing |
| Oct 28, 2020 | Canadian Solar Inc. | Buy · Stock | $15K – $50K | Spouse | Filing |
| Sep 29, 2020 | Southwest Airlines Co | Sale · Stock | $15K – $50K | Joint | Filing |
| Sep 29, 2020 | Levi Strauss & Co | Sale · Stock | $1K – $15K | Joint | Filing |
| Apr 15, 2020 | Viasat Inc | Buy · Stock | $1K – $15K | Spouse | Filing |
| Mar 16, 2020 | Levi Strauss & Co | Buy · Stock | $1K – $15K | Self | Filing |
| Mar 16, 2020 | Fortinet, Inc. | Buy · Stock | $15K – $50K | Spouse | Filing |
| Mar 16, 2020 | Meta Platforms, Inc. | Buy · Stock | $15K – $50K | 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 |
|---|---|---|---|---|---|
| Oct 28, 2020 | Vanguard Short Term Investment Grade | Buy · Mutual fund | $50K – $100K | Spouse | 2021 Annual Report filed Jan 26, 2021 |
| Oct 28, 2020 | Vanguard Short Term Investment Grade | Buy · Mutual fund | $15K – $50K | Self | 2021 Annual Report filed Jan 26, 2021 |
| Oct 28, 2020 | Vanguard Intl Growth Fd (VWIGX) | Buy · Mutual fund | $15K – $50K | Spouse | 2021 Annual Report filed Jan 26, 2021 |
| Oct 28, 2020 | Vanguard Intl Growth Fd | Buy · Mutual fund | $1K – $15K | Self | 2021 Annual Report filed Jan 26, 2021 |
| Oct 28, 2020 | T. Rowe Price Multi Strategy Total Ret Fund Investor Class | Buy · Mutual fund | $15K – $50K | Self | 2021 Annual Report filed Jan 26, 2021 |
From Susan A. Davis'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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