House · Republican · NJ-7 · in the House since 2009 · Latest annual report · lance.house.gov
From the annual report filed Jan 29, 2019 · Report
| Asset, as filed | Value | Investor |
|---|---|---|
| JP Morgan Chase & Co. (JPM) [sT] JPM | $500K – $1M | Spouse |
| JPMC sMALL CAP CORE FUND [MF] | $100K – $250K | Spouse |
| JPMC s&P 500 INDEX FUND [MF] | $100K – $250K | Spouse |
| JPMC LARGE CAP VALUE FUND [MF] | $100K – $250K | Spouse |
| VANGUARD CAPITAL OPP GROWTH INV [MF] | $100K – $250K | Self |
| Traded | Company | Trade | Amount | Investor | Source |
|---|---|---|---|---|---|
| Aug 16, 2017 | Frontier Communications Parent, Inc. | Buy | $1K – $15K | Self | Scan |
| Jun 24, 2016 | Not linked to a company DJIA INDEX OPTION PUT, STRIKE AT 17100 FOR JULY 15, 2016 * | Sale · Put option | $1K – $15K | Self | Scan |
| Jun 22, 2016 | Not linked to a company DJIA INDEX OPTION PUT, STRIKE AT 17100 FOR JULY 15, 2016 * | Buy · Put option | $1K – $15K | Self | Scan |
| Dec 11, 2015 | Not linked to a company DJIA INDEX OPTION PUT, STRIKE AT 1730.00 PER DECEMBER 18, 2015 | Sale · Put option | $15K – $50K | Self | Scan |
| Dec 11, 2015 | Not linked to a company DJIA INDEX OPTION PUT, STRIKE AT 1730.00 PER DECEMBER 18, 2015 | Buy · Put option | $15K – $50K | Self | Scan |
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 |
|---|---|---|---|---|---|
| Aug 1, 2018 | New Perspective Fund A | Buy · Other | $15K – $50K | Spouse | 2019 Annual Report filed Jan 29, 2019 |
| Aug 1, 2018 | American Funds CAP Income Builder A | Sale · Other | $15K – $50K | Spouse | 2019 Annual Report filed Jan 29, 2019 |
| Aug 1, 2018 | Prudential AsT schroeders Global Tactical Portfolio | Sale · Other | $100K – $250K | Spouse | 2019 Annual Report filed Jan 29, 2019 |
| Aug 16, 2017 | Frontier Communications Parent, Inc. | Buy · Stock | $1K – $15K | Self | 2017 Annual Report filed May 15, 2018 |
| Jun 28, 2017 | Principal Investors High Yield Instl | Exchange · Mutual fund | $1K – $15K | Self | 2017 Annual Report filed May 15, 2018 |
From Leonard Lance'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.
Loading...
