Zoe Lofgren
Zoe Lofgren Net Worth & Financial Disclosure
houseAnnual financial disclosure for 2008, filed June 16, 2008. Includes 255 assets.
Est. Net Worth
$3.1M
2008 annual disclosure
Total Assets
$1.4M - $4.8M
255 assets
Total Liabilities
$0
0 liabilities
Total Trades
645
From PTR filings
Trade Volume
$6.4M
Midpoint of disclosed ranges
Net Worth Over Time
Show data table
| Period | Est. net worth |
|---|---|
| 2008 | $3.1M |
| 2009 | $48K |
| 2009 | $1.6M |
| 2010 | $1.7M |
| 2010 | $1.6M |
| 2012 | $717K |
| 2013 | $198K |
Assets by Category
Retirement & Pension$1.9M (164)
Stocks$801K (73)
Mutual Funds$343K (13)
Bank & Cash$73K (3)
Other$8K (2)
Top Stock Holdings (from trades)
All Assets (255)
| Asset | Value |
|---|---|
| N/A | |
| N/A | |
| $1,001 - $15,000 | |
| N/A | |
| $1 - $1,000 | |
| $1,001 - $15,000 | |
Aqrion Inc/JMC PC Ret Plan 401K | $1,001 - $15,000 |
Air Corporation ADR/JMC PC Ret Plan 401K | N/A |
| N/A | |
Allegan/JMC PC Ret Plan 401K | $1,001 - $15,000 |
| N/A | |
| $1,001 - $15,000 | |
| $1,001 - $15,000 | |
| $1,001 - $15,000 | |
| $1,001 - $15,000 | |
| $1,001 - $15,000 | |
| $1,001 - $15,000 | |
Ameren Axe & Mfg Hldgs/JMC PC Ret Plan 401K | $1,001 - $15,000 |
| N/A | |
| N/A | |
| $1,001 - $15,000 | |
| $15,001 - $50,000 | |
| N/A | |
| N/A | |
| N/A | |
| N/A | |
| $1,001 - $15,000 | |
| $1,001 - $15,000 | |
| N/A | |
| N/A | |
| $1,001 - $15,000 | |
| $1,001 - $15,000 | |
Plan 401K AT&T/JMC PC Ret Plan 401K | $15,001 - $50,000 |
AVNET Inc/John Marshall Collins PC Ret Plan 401K PSP | N/A |
| $1,001 - $15,000 | |
Bank of America Account | $15,001 - $50,000 |
| $1,001 - $15,000 | |
Bear Stearns O/O John Marshall Collins PC Ret Plan | N/A |
Bear Stearns O/O John Marshall Collins Ret Plan 401K | $1,001 - $15,000 |
Bolden CDTI Incorporated/John Marshall Collins PC Ret Plan 401K | N/A |
BEMA Gold Corp/JMC PC Ret Plan 401K | N/A |
BOI Corp/John Marshall Collins PC Ret Plan | N/A |
| $1,001 - $15,000 | |
| $1,001 - $15,000 | |
| N/A | |
BP PLC/JMC PC Ret Plan 401K | $1,001 - $15,000 |
Brocade Comms Sys New John Marshall Collins PC Ret Plan | N/A |
Brush Engrd Matls Hldg/JMC PC Plan 401K | N/A |
Cabot Corporation/JMC PC Ret Plan 401K | N/A |
Calgon Carbon Corp/JMC PC Ret Plan 401K | N/A |
California Public Employee Retirement System | $100,001 - $250,000 |
Capital One Finl Corp/JMC PC Ret Plan 401K | $1,001 - $15,000 |
Cel Plan 401K PSP | N/A |
Comcast Corp/JMC PC Ret Plan 401K | N/A |
Cont Elec Bras PFD CL B/JMC PC Ret Plan 401K | $1,001 - $15,000 |
Central Elec Bras Soons/JMC PC Ret Plan 401K | $1,001 - $15,000 |
| $1,001 - $15,000 | |
Christopher & Banks Corp/JMC PC Ret Plan 401K | N/A |
CR Bard/JMC PC Ret Plan 401K PSP | N/A |
Chunghwa Telecom/JMC PC Ret Plan 401K | $1,001 - $15,000 |
Citigroup SSgA S&P 500 Index Securities Lending Common Trust Fund PC Ret Plan 401K PSP | N/A |
Citigroup Inc/JMC PC Ret Plan 401K PSP | $1,001 - $15,000 |
Clear Channel Comm/JMC PC Ret Plan 401K PSP | N/A |
Cleveland Cliffs Inc/JMC PC Ret Plan 401K | N/A |
CLP Hldgs Spon ADR/JMC PC Ret Plan 401K | N/A |
Coach Inc/JMC PC Ret Plan 401K | N/A |
Coca Cola Bottling Company/JMC PC Ret Plan 401K | N/A |
Comcast Corp Cl A/JMC PC Ret Plan 401K | $1,001 - $15,000 |
Con Way Inc/JMC PC Ret Plan 401K PSP | N/A |
Computer Sciences Corp/JMC PC Ret Plan 401K PSP | $1,001 - $15,000 |
Continental Airlines Cl B/JMC PC Ret Plan 401K | N/A |
Corning Inc/JMC PC Ret Plan 401K | $1,001 - $15,000 |
CPI Corp/JMC PC Ret Plan 401K | N/A |
| $1,001 - $15,000 | |
Consolidation Coal Company/JMC PC Ret Plan 401K | $1,001 - $15,000 |
Currency Shares Euro Tr/JMC PC Ret Plan 401K | $1,001 - $15,000 |
Dai Nippon Printing/JMC PC Ret Plan 401K | $1,001 - $15,000 |
DowDuPont Inc/DuPont Ltd ADR/JMC PC Ret Plan 401K | N/A |
Daiwa House Ind Limited/JMC PC Ret Plan 401K | $1,001 - $15,000 |
| $1,001 - $15,000 | |
| N/A | |
Diamond Offshore/JMC PC Ret Plan 401K | $1,001 - $15,000 |
Dimensional Commodity Asset/Merrill Lynch PC Ret Plan | $1,001 - $15,000 |
Dynamic Materials Corp/JMC PC Ret Plan 401K | $1,001 - $15,000 |
| N/A | |
Rat Plan 401K | N/A |
| $1 - $1,000 | |
Eaton Vance Tax Global/WFB IRA C/F Zoe Lofgren | $1,001 - $15,000 |
Electronic Data Sys Corp/JMC PC Ret Plan 401K | N/A |
| N/A | |
Entergy Intl Balancd/WFB IRA C/F Zoe Lofgren | $1,001 - $15,000 |
Fdt New Insights FD AM/WFB IRA C/F Zoe Lofgren | $1,001 - $15,000 |
Flextronics/JMC PC Ret Plan 401K | $1,001 - $15,000 |
Florida Corp/JMC PC Ret Plan 401K | $15,000 - $15,000 |
Fluor Corp New/JMC PC Ret Plan 401K | $1,001 - $15,000 |
First Horizon Corp/JMC PC Ret Plan 401K | $1,001 - $15,000 |
Fuji Photo Film/JMC PC Ret Plan 401K | $1,001 - $15,000 |
General Corp New/JMC PC Ret Plan 401K | $1,001 - $15,000 |
| $1,001 - $15,000 | |
Gantner Inc/JMC PC Ret Plan 401K | N/A |
| $1,001 - $15,000 | |
| $1,001 - $15,000 | |
Genentech Corp/JMC PC Ret Plan 401K | N/A |
| $1,001 - $15,000 | |
GlobalSantaFe Corp/JMC PC Ret Plan 401K | N/A |
| $1,001 - $15,000 | |
| N/A | |
Greater Bay Bancorp Stock | $1,001 - $15,000 |
| N/A | |
| N/A | |
| $1,001 - $15,000 | |
| $15,001 - $50,000 | |
| N/A | |
| $1,001 - $15,000 | |
| N/A | |
HSBC ADR A 6.2% WEB IRA C/F Zoe Lofgren | $1,001 - $15,000 |
ICAP A. Aston/Optimum Mid Cap Fund | $15,001 - $50,000 |
ICMARC - Fidelity Diversified | $15,001 - $50,000 |
ICMARC - Investment Company of America | $15,001 - $50,000 |
ICMARC - Lord Abbett Mid Cap Value | $1,001 - $15,000 |
ICMARC - Plus Fund (Formerly CSS) Deferred Compensation | $100,001 - $250,000 |
ICMARC - VT Fidelity Contrafund | $50,001 - $100,000 |
ICMARC - VT T. Rowe Price Small Cap Fund | $1,001 - $15,000 |
Common Stock - T. Rowe Price Small Cap Stk | $15,001 - $50,000 |
Impala Platinum ADR 1/4 | N/A |
SH/JMC PC Ret Plan 401K | N/A |
International Business/JMC PC Ret Plan 401K | $1,001 - $15,000 |
Interpublic Group/JMC PC Ret Plan 401K PSP | $1,001 - $15,000 |
JPMorgan/JMC PC Ret Plan 401K PSP | N/A |
ISHARES TR MSCI EAFE Index Fund John Marshall Collins Ret Plan | $15,001 - $50,000 |
MSHRS S&P LATN AM John Marshall Collins Ret Plan | $15,001 - $50,000 |
ISHRS RSSL 2000 Grth IDX/IRA John Marshall Collins | $15,001 - $50,000 |
ISHS RSSL 2000 Val Indx/IRA John Marshall Collins | $15,001 - $50,000 |
Ivanhoe Mines Limited/JMC PC Ret Plan 401K | $1,001 - $15,000 |
J Sainsbury PLC ADR/JMC PC Ret Plan 401K | N/A |
John Marshall Collins PC - Stock | $250,001 - $500,000 |
| $500,001 - $1,000,000 | |
| $1,001 - $15,000 | |
Keane Inc / JMC PC Ret Plan 401K | N/A |
| $1,001 - $15,000 | |
| $1,001 - $15,000 | |
| N/A | |
| N/A | |
Knight Capital Group Inc / JMC PC Ret Plan 401K | N/A |
| $1,001 - $15,000 | |
ADRAMED Corp Sponsored ADR / JMC PC Ret Plan 401K | $1,001 - $15,000 |
| $1,001 - $15,000 | |
| $15,001 - $50,000 | |
| $1,001 - $15,000 | |
| N/A | |
Lifeforce Corp/JMC PC Ret Plan 401K | N/A |
LHR Gold Limited/JMC PC Ret Plan 401K | $1 - $1,000 |
Loeb & Co Soon ADR New/JMC PC Ret Plan 401K | $1,001 - $15,000 |
| $1,001 - $15,000 | |
| N/A | |
| N/A | |
Mergent Inc Class A/JMC PC Ret Plan 401K | N/A |
| N/A | |
| N/A | |
| $1,001 - $15,000 | |
| $1,001 - $15,000 | |
| N/A | |
Meadwestvaco Corp/JMC PC Ret Plan 401K PSP | $1,001 - $15,000 |
Motorola Solutions/JMC PC Ret Plan 401K PSP | N/A |
Merrill Lynch & Co PFD 2 | $1,001 - $15,000 |
MSN Mirage/JMC PC Ret Plan 401K | N/A |
Millennium Ph Inc/JMC PC Ret Plan 401K PSP | $1,000 - $15,000 |
Mitsui Sumitomo/JMC PC Ret Plan 401K | $1,001 - $15,000 |
Morgan Stanley/JMC PC Ret Plan 401K PSP | N/A |
ML & Company, Inc/JMC PC Ret Plan 401K | N/A |
Motorola Incorporated/JMC PC Ret Plan 401K PSP | $1,001 - $15,000 |
NASDAQ OMX Group Inc/JMC PC Ret Plan 401K | $1,001 - $15,000 |
NAVTEQ Corp/JMC PC Ret Plan 401K | $1,001 - $15,000 |
NRTY Inc/JMC PC Ret Plan 401K | N/A |
NEC Electronics/JMC PC Ret Plan 401K | $1 - $1,000 |
Network Imaging LTD/JMC PC Ret Plan 401K | $1,001 - $15,000 |
| $1,001 - $15,000 | |
| $1,001 - $15,000 | |
| $1,001 - $15,000 | |
| $1,001 - $15,000 | |
PC Bldg Res Inc New / JMC PC Ret Plan 401K | $1,001 - $15,000 |
| $1,001 - $15,000 | |
Omega Depots Inc / JMC PC Ret Plan 401K PSP | N/A |
| N/A | |
Oncologix Inc / JMC PC Ret Plan 401K | $1,001 - $15,000 |
| $1,001 - $15,000 | |
| $1,001 - $15,000 | |
| N/A | |
| $1,001 - $15,000 | |
| $1,001 - $15,000 | |
Petro-CDJMC PC Ret Plan 401K | N/A |
Petro CDJMC PC Ret Plan 401K P/S/P | N/A |
Plexus Corp/JMC PC Ret Plan 401K | N/A |
Potash Corp Sask Inc/JMC PC Ret Plan 401K | N/A |
Potash Corp/JMC PC Ret Plan 401K | N/A |
Precision Castparts Corp/JMC PC Ret Plan 401K | N/A |
Promise Co LTD ADR/JMC PC Ret Plan 401K | N/A |
Qwest Comm Inc/JMC PC Ret Plan 401K | N/A |
Qwest Comm Intl Inc/JMC PC Ret Plan 401K | N/A |
Readers Digest Assn/JMC PC Ret Plan 401K P/S/P | N/A |
ReaneWorks Inc/JMC PC Ret Plan 401K | N/A |
Sealed Air Corp/JMC PC Ret Plan 401K | N/A |
Robins & Myers Inc/JMC PC Ret Plan 401K | $1,001 - $15,000 |
Pepsi Cola CA/JMC PC Ret Plan 401K | N/A |
Royal Dutch Shell ADR/JMC PC Ret Plan 401K | $1,001 - $15,000 |
Ryerson Inc/JMC PC Ret Plan 401K | N/A |
Sanofi Aventis/JMC PC Ret Plan 401K | $1,001 - $15,000 |
Schlumberger LTD/JMC PC Ret Plan 401K | $1,001 - $15,000 |
Shaw Group Inc/JMC PC Ret Plan 401K | $1,001 - $15,000 |
Sherwin-Williams ADR/JMC PC Ret Plan 401K | $15,001 - $50,000 |
SIE Investments Company/JMC PC Ret Plan 401K | N/A |
Sinclair Broadcast Group/JMC PC Ret Plan 401K | N/A |
SK Telecom LTD Spons ADR/JMC PC Ret Plan 401K | N/A |
Southern Co/JMC PC Ret Plan 401K | N/A |
Sony Corp/JMC PC Ret Plan 401K RSP | $1,001 - $15,000 |
Sothebys Class A/JMC PC Ret Plan 401K | N/A |
| $1,001 - $15,000 | |
| $1,001 - $15,000 | |
| $1,001 - $15,000 | |
Sun Microsystems/JMC PC Ret Plan 401K | N/A |
| $1,001 - $15,000 | |
| $1,001 - $15,000 | |
| N/A | |
401K | N/A |
| $1,001 - $15,000 | |
Technitrol Inc/JMC PC Ret Plan 401K | N/A |
| N/A | |
| N/A | |
| $1,001 - $15,000 | |
| N/A | |
| N/A | |
| $1,001 - $15,000 | |
Tomkins PLC Spons ADR/JMC PC Ret Plan 401K | $1,001 - $15,000 |
| $1,001 - $15,000 | |
| N/A | |
| $1,001 - $15,000 | |
| N/A | |
| $1,001 - $15,000 | |
| $1,001 - $15,000 | |
| $1,001 - $15,000 | |
| $1,001 - $15,000 | |
| N/A | |
| $1,001 - $15,000 | |
| N/A | |
| $1,001 - $15,000 | |
Wells Fargo Advantage Del/Mc PC Ret Plan 401K PSP | $1,001 - $15,000 |
| $1,001 - $15,000 | |
| $15,001 - $50,000 | |
Wells Fargo Checking | $15,001 - $50,000 |
Wells Fargo/John Marshall Collins Ret Plan | $50,001 - $100,000 |
| $1,001 - $15,000 | |
| $1,001 - $15,000 | |
Wright Patman Congressional Federal Credit Union PSP | $1,001 - $15,000 |
| N/A | |
| N/A |
Trading Sector Allocation (from PTR trades)
Industrials$437K
Consumer Cyclical$352K
Basic Materials$121K
Financial Services$740K
Technology$546K
Communication Services$289K
Healthcare$472K
Consumer Defensive$329K
Insurance$120K
Energy$33K
Utilities$321K
Banking$89K
Manufacturing$32K
Real Estate$240K
Services$96K
Retail Trade$32K
Methodology: Net worth is calculated from annual financial disclosures filed under the STOCK Act. Congress members report asset values and liabilities in ranges (e.g., $1,001-$15,000), not exact amounts. The “estimated net worth” shown is the midpoint of total assets minus the midpoint of total liabilities. Actual values may differ. Stock trading data comes from separate Periodic Transaction Reports (PTRs).