House · Democrat · CA-47 · in the House since 2013 · Latest annual report · lowenthal.house.gov
From the annual report filed Apr 19, 2023 · Report
| Asset, as filed | Value | Investor |
|---|---|---|
| United States Treas Bond [GS] | $100K – $250K | Spouse |
| Long Beach Schools Federal Credit Union [BA] | $100K – $250K | Self |
| AZL Russell 1000 Value Index C2 [MF] | $50K – $100K | Self |
| Microsoft Corporation (MSFT) [ST] MSFT | $50K – $100K | Spouse |
| AZL Russell 1000 Growth Idx C2 [MF] | $50K – $100K | Self |
| Traded | Company | Trade | Amount | Investor | Source |
|---|---|---|---|---|---|
| Dec 14, 2022 | Activision Blizzard, Inc. | Buy · Stock | $1K – $15K | Spouse | Filing |
| Dec 12, 2022 | Activision Blizzard, Inc. | Buy · Stock | $1K – $15K | Joint | Filing |
| Dec 12, 2022 | Activision Blizzard, Inc. | Buy · Stock | $1K – $15K | Spouse | Filing |
| Dec 9, 2022 | Chart Industries Inc | Buy · Stock | $1K – $15K | Joint | Filing |
| Dec 9, 2022 | Chart Industries Inc | Buy · Stock | $15K – $50K | Spouse | Filing |
| Dec 8, 2022 | Salesforce Inc | Sale · Stock | $1K – $15K | Joint | Filing |
| Dec 8, 2022 | Salesforce Inc | Sale · Stock | $1K – $15K | Spouse | Filing |
| Nov 14, 2022 | Blackstone Inc. | Partial sale · Stock | $1K – $15K | Joint | Filing |
| Nov 14, 2022 | Blackstone Inc. | Partial sale · Stock | $1K – $15K | Spouse | Filing |
| Nov 8, 2022 | Not linked to a company 2000099319 SP United States Treas Bond | Buy · Corporate bond | $100K – $250K | 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 20, 2022 | Fidelity Select Technology (FSPTX) | Buy ×2 · Mutual fund | $1K – $15K each | Spouse | 2023 Annual Report filed Apr 19, 2023 |
| Dec 20, 2022 | Fidelity Select Financial Services (FIDSX) | Partial sale ×2 · Mutual fund | $1K – $15K each | Spouse | 2023 Annual Report filed Apr 19, 2023 |
| Dec 9, 2022 | Fidelity Contrafund (FCNTX) | Buy · Mutual fund | $1K – $15K | Spouse | 2023 Annual Report filed Apr 19, 2023 |
From Alan S. Lowenthal'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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