Trade with Congress

Alan S. Lowenthal

DemocratDemocratRepresentative · CA-47former member

1,164 disclosed transactions · Feb 27, 2012 – Dec 14, 2022

Watch Alan S. Lowenthal

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$5.5M – $28.2M
Traded, all time
1,164 transactions · turnover, not holdings
—
Portfolio vs S&P 500
portfolio not priceable
94%
Household trades
spouse, joint or child
6.3%
Filed late
avg 30 days to disclose

What they hold

Alan S. Lowenthal

Stock portfolio

$1.1M – $3.8M in disclosed securities · D-CA · House · 2021 filing

DIS
K
GOOG
MSFT
Misc
  • DIS7.3%
  • DARXX7.3%
  • K6.2%
  • GOOG3.8%
  • MSFT3.8%
  • AAPL3.5%
  • BIPC3.1%
  • AMZN2.0%
  • Misc63%
Securities only — not net worth. Real property and private businesses are most of congressional wealth and have no ticker. Shares are of the midpoint of each disclosed bracket; because holdings are reported in ranges rather than amounts, positions in the same bracket appear equal. Source: 2021 annual disclosure. tradewithcongress.org

Disclosed assets

From the annual financial disclosure. Assets only — liabilities are not included.

$1.9M – $6.3M
Disclosed assets, 2021
169 holdings · filed Jul 22, 2022
Asset mix, 2021
  • Securities162$3.5M 86%
  • Cash5$534K 13%
  • Insurance1$33K 1%
  • Private1$500 0%
Reported range by year2019–2021
$6.3M$3.1M$02019: $1.6M–$5.5M across 160 holdings2020: $1.6M–$5.6M across 161 holdings2021: $1.9M–$6.3M across 169 holdings201920202021

Band is the reported range; the line is its midpoint.

What they trade

Most traded

SHSH19 trades · $61K – $390KVRSKVRSK11 trades · $81K – $340KJPMJPM9 trades · $79K – $310KIWNIWN10 trades · $66K – $290KPSQPSQ13 trades · $55K – $300KADSKADSK19 trades · $33K – $320KBSXBSX14 trades · $42K – $280KATVIATVI13 trades · $41K – $265KFISFIS13 trades · $41K – $265KEBAYEBAY5 trades · $61K – $215K

Transactions

None in the last 12 months · 1,164 all time