
Susan A. Davis
67 disclosed transactions · Mar 17, 2014 – Oct 28, 2020
$662K – $2.5M
Traded, all time
67 transactions · turnover, not holdings
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Portfolio vs S&P 500
portfolio not priceable
69%
Household trades
spouse, joint or child
1.5%
Filed late
avg 40 days to disclose
What they hold
Susan A. Davis
Stock portfolio
$764K – $2.0M in disclosed securities · D-CA · House · 2019 filing

COST
SCHP
FTNT
XLFMisc
- COST13%
- SCHP13%
- GILHX7.9%
- NDVIX7.9%
- SCHF6.1%
- FTNT5.5%
- NPNAX5.5%
- XLF5.5%
- Misc36%
Disclosed assets
From the annual financial disclosure. Assets only — liabilities are not included.
$2.0M – $4.7M
Disclosed assets, 2019
48 holdings · filed Aug 7, 2020
- Securities43$2.7M 82%
- Real estate1$375K 11%
- Cash3$216K 7%
- Other1$8K 0%
Band is the reported range; the line is its midpoint.