House · Democrat · CA-39 · in the House since 2013 · Latest annual report · takano.house.gov
From the annual report filed May 12, 2026 · Report
| Asset, as filed | Value | Investor |
|---|---|---|
| NYL Secure Term Fixed Choice Annuity [FN] | $100K – $250K | Self |
| New York Life Whole Life Policy [WU] | $50K – $100K | Self |
| NYLI Moderate Allocation Fund Class A (MMRAX) [MF] | $50K – $100K | Self |
| American Express Savings [BA] | $15K – $50K | Self |
| Congressional Federal Credit Union [BA] | $15K – $50K | Self |
No trades reported.
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 19, 2023 | NYL Secure Term Choice Fixed Annuity | Buy · Other | $100K – $250K | Self | 2023 Annual Report filed Aug 8, 2024 |
| Apr 19, 2023 | New York Life Flexible Premium Variable Annuity | Partial sale · Other | $100K – $250K | Self | 2023 Annual Report filed Aug 8, 2024 |
| Dec 29, 2016 | Mainstay U.s. small Cap Fund | Sale | $15K – $50K | Self | 2016 Annual Report filed May 8, 2017 |
From Mark Takano'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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