House · Democrat · CA-14 · in the House since 2008 · Latest annual report · speier.house.gov
From the annual report filed Feb 2, 2023 · Report
| Asset, as filed | Value | Investor |
|---|---|---|
| Marcus by Goldman Sachs [BA] | $250K – $500K | Self |
| Traded | Company | Trade | Amount | Investor | Source |
|---|---|---|---|---|---|
| Oct 22, 2018 | Barrick Mining Corp | Buy · Stock | $1K – $15K | Self | Filing |
| Jul 30, 2018 | Xylem Inc | Sale · Stock | $1K – $15K | Self | Filing |
| Jul 30, 2018 | General Electric Company | Sale · Stock | $1K – $15K | Self | Filing |
| Jul 30, 2018 | Ford Motor Co | Sale · Stock | $1K – $15K | Self | Filing |
| Jul 30, 2018 | Cisco Systems Inc | Sale · Stock | $1K – $15K | Self | Filing |
| Jul 30, 2018 | Meta Platforms, Inc. | Buy · Stock | $15K – $50K | Self | Filing |
| Mar 13, 2018 | Not linked to a company Schwab u.S. TIPs ETF (SCHP) | Buy | $100K – $250K | Spouse | Filing |
| Jun 16, 2017 | Apple Inc. | Buy | $1K – $15K | Self | Filing |
| Jun 16, 2017 | Amazon.com Inc | Buy | $1K – $15K | Self | Filing |
| Feb 26, 2015 | Not linked to a company Philz Coffee, Inc. | Buy | Not stated | 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 |
|---|---|---|---|---|---|
| Apr 7, 2021 | Vanguard International Equity Fund | Sale · Mutual fund | $100K – $250K | Self | 2020 Annual Report filed Aug 12, 2021 |
| Apr 7, 2021 | Vanguard Growth Equity Fund | Sale · Mutual fund | $100K – $250K | Self | 2020 Annual Report filed Aug 12, 2021 |
| Jun 30, 2020 | Black Label | Sale · Other | $1K – $15K | Self | 2020 Annual Report filed Aug 12, 2021 |
| May 21, 2020 | SCHP | Buy · ETF | $100K – $250K | Self | 2019 Annual Report filed Aug 6, 2020 |
| Apr 7, 2020 | Vanguard Wellington ADM | Sale · Mutual fund | $1K – $15K | Self | 2020 Annual Report filed Aug 12, 2021 |
From Jackie Speier'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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