Official portrait: unitedstates/images (public domain; source GPO Member Guide)
Rep. Zoe Lofgren (D-CA)
House · Democrat (most recent term) · CA-18 · in Congress 1995–present · Bioguide ID L000397
Party history: D 1995–present. Source: term data in unitedstates/congress-legislators (CC0); party shown is as recorded per term there.
Estimated net worth (from public disclosures)
| Estimate | Report year | Low | Mid | High |
|---|---|---|---|---|
| (a) Estimated net worth at the earliest available report (2013); the member entered office earlier, in 1995 | 2013 | $64,044 | $1,262,021 | $2,459,998 |
| (b) Latest net worth estimate | 2025 | $2,266,025 | $5,478,512 | $8,690,999 |
| (c) Estimated gain / loss, nominal dollars, 2013 → 2025 (12 years spanned) | 2013–2025 | −$193,973 | +$4,216,491 | +$8,626,955 |
Gain Low = latest Low − earliest High; Gain High = latest High − earliest Low (widest possible spread); Mid = latest Mid − earliest Mid.
Reliability flags (net worth): 2025: 1 Schedule A row(s) had the upper bound of the range lost in text extraction; completed from the fixed statutory bracket. Included in the recommended dollar-gain ranking.
Net worth by report year (mid; Low–High)
| Report year | Assets (mid) | Liabilities (mid) | Net worth mid | Low … High | Status / flags |
|---|---|---|---|---|---|
| 2013 | $2,012,022 | $750,001 | $1,262,021 | $64,044 … $2,459,998 | computed |
| 2014 | $2,603,022 | $750,001 | $1,853,022 | $491,045 … $3,214,998 | computed; 1 Schedule A row(s) had the upper bound of the range lost in text extraction; completed from the fixed statutory bracket |
| 2015 | $3,219,022 | $750,001 | $2,469,021 | $918,044 … $4,019,998 | computed |
| 2016 | $3,465,020 | $750,001 | $2,715,020 | $1,105,041 … $4,324,998 | computed |
| 2017 | $3,866,054 | $1,500,002 | $2,366,052 | $91,107 … $4,640,997 | computed; 1 Schedule A row(s) had the upper bound of the range lost in text extraction; completed from the fixed statutory bracket |
| 2018 | $3,844,546 | $750,000 | $3,094,546 | $1,143,093 … $5,045,999 | computed; 1 Schedule A row(s) had the upper bound of the range lost in text extraction; completed from the fixed statutory bracket |
| 2019 | $3,460,054 | $750,000 | $2,710,053 | $770,107 … $4,649,999 | computed |
| 2020 | $3,385,019 | $750,000 | $2,635,018 | $995,038 … $4,274,999 | computed |
| 2021 | $3,590,561 | $750,000 | $2,840,560 | $755,122 … $4,925,999 | computed; 1 Schedule A row(s) had the upper bound of the range lost in text extraction; completed from the fixed statutory bracket |
| 2022 | $3,921,562 | $750,001 | $3,171,562 | $1,015,125 … $5,327,998 | computed; 1 Schedule A row(s) had the upper bound of the range lost in text extraction; completed from the fixed statutory bracket |
| 2023 | $5,446,022 | $375,000 | $5,071,022 | $1,865,044 … $8,276,999 | computed |
| 2024 | $5,577,020 | $375,000 | $5,202,020 | $1,944,040 … $8,459,999 | computed |
| 2025 | $5,853,512 | $375,000 | $5,478,512 | $2,266,025 … $8,690,999 | computed; 1 Schedule A row(s) had the upper bound of the range lost in text extraction; completed from the fixed statutory bracket |
- What this is: Net worth = Schedule A assets (each value range at its midpoint; low–high range shown) minus Schedule D liabilities (midpoints / ranges). Low = assets at range floors minus liabilities at range ceilings; Mid = midpoints; High = assets at ceilings minus liabilities at floors. Low and High are outer bounds of the reported ranges, not likely outcomes.
- What it excludes / understates: exact values (only ranges are reported); a personal residence is not reported as an asset (although a mortgage on it may be listed as a liability, which then lowers the estimate); retirement and federal accounts (e.g. Thrift Savings Plan, defined-benefit pensions) are only partly or not reported; assets of excepted/blind trusts, cash held below reporting thresholds, vehicles, household goods and most spouse/dependent items exempt from reporting are not included; liabilities on a personal residence, revolving credit under thresholds and loans to family may be omitted by filers.
- Open-ended top ranges (e.g. “Over $50,000,000”) are counted at their lower bound and flagged, so such values are understated.
- The change is a change in estimated net worth in nominal dollars (no inflation adjustment). It includes salary, gifts, inheritances, business income and re-valuation as well as investment results, and it is subject to range-bracket noise; it is not an investment return and implies nothing about conduct.
Read this first. Members report asset values only as ranges (e.g. “$15,001 – $50,000”), never exact dollars. Every figure below is an estimate computed from range midpoints, not a measured return. Figures cannot be interpreted as investment performance, and they do not show wrongdoing or skill. Methodology and limitations are at the end and in the project README. Sources: public financial disclosure reports filed with the Clerk of the U.S. House of Representatives and/or the Secretary of the Senate (Senate eFD), linked below.
Avg. annual change (geometric, est.)+4.5%
Simple average of years+7.2%
Years estimated11
Best / worst single year2023 +52%
2016 -25%
2016 -25%
Reliability flags: 5/11 years trading-dominated; 1 year(s) driven by income/one position/range artefact; 6 unparsed value(s).
Sensitivity band for the average (all ranges at floor vs. all at ceiling, same holdings both years): +2.5% to +4.9%. This band is narrow because it moves both years together; the true uncertainty is larger — see the per-year “strict envelope” column and the limitations.
Estimated year-over-year change
Bars: midpoint estimate; whisker: same-position floor/ceiling band. Axis clipped to −100%…+150%. Years with insufficient traceable holdings are omitted.
| Year (t−1 → t) | Opening value (mid) | Closing value (mid) | Income (mid) | Buys (mid) | Sales (mid) | Est. gain | Same-position band | Strict envelope | Traced coverage | Status / flags |
|---|---|---|---|---|---|---|---|---|---|---|
| 2013→2014 | $1,364,018 | $1,955,018 | $31,064 | $64,004 | $24,002 | +42.7% | +35.6% … +63.8% | -76% … +161% | 68% | counted |
| 2014→2015 | $2,253,022 | $2,431,518 | $41,768 | $32,500 | $219,004 | +18.1% | +17.5% … +19.4% | -76% … +112% | 93% | counted |
| 2015→2016 | $2,938,520 | $2,959,516 | $2,103 | $790,502 | $40,501 | -24.7% | -26.1% … -24.2% | -114% … +64% | 91% | counted |
| 2016→2017 | $456,002 | $1,871,043 | $1,201 | $1,462,543 | $16,001 | -6.6% | -9.0% … -1.3% | -466% … +453% | 13% | excluded; not eligible: traced coverage 13% < 60%; high turnover (buys+sells > 100% of opening value); many new/exited positions |
| 2017→2018 | $2,737,047 | $2,814,542 | $12,352 | $8,000 | $96,006 | +6.5% | +5.7% … +8.7% | -94% … +107% | 88% | counted |
| 2018→2019 | $2,439,041 | $2,188,547 | $10,601 | $405,010 | $370,507 | -11.3% | -19.1% … -8.5% | -127% … +104% | 79% | counted; many new/exited positions |
| 2019→2020 | $3,379,550 | $3,352,518 | $21,202 | $32,002 | $888,030 | +25.2% | +22.5% … +32.8% | -81% … +131% | 98% | counted; many new/exited positions |
| 2020→2021 | $2,819,516 | $2,294,020 | $10,601 | $128,008 | $8,000 | -22.5% | -23.6% … -22.1% | -103% … +58% | 83% | counted; many new/exited positions |
| 2021→2022 | $2,810,056 | $2,343,053 | $6,102 | $8,000 | $24,002 | -15.8% | -18.0% … -15.2% | -114% … +82% | 82% | counted |
| 2022→2023 | $3,225,552 | $5,047,520 | $20,306 | $1,046,016 | $882,548 | +52.0% | +9.2% … +66.6% | -125% … +230% | 86% | counted; many new/exited positions; single position drives the result (range jump) |
| 2023→2024 | $4,829,518 | $5,162,018 | $33,258 | $24,002 | $56,502 | +8.2% | +7.2% … +12.3% | -113% … +129% | 89% | counted |
| 2024→2025 | $5,296,518 | $5,462,511 | $23,553 | $896,004 | $732,012 | +0.5% | +0.4% … +0.9% | -125% … +126% | 95% | counted; many new/exited positions |
Filings used
Each annual-report year uses one filing (most recently filed version among originals/amendments whose Schedule A row count is ≥ 40% of the largest). Electronic (text) PDFs are parsed. Scanned/image-only filings are OCR-read and used only if they pass the explicit validation gates described in the project README (value/income coverage, two-engine agreement, exact bracket snapping, page completeness, year-to-year position continuity); such years are labelled OCR-derived below. Scanned filings that fail validation are listed as “insufficient data – scanned”.
| Report year | Doc ID | Type | Filed | Schedule A rows | Rows with unparsed value | Source (official filing) / SHA-256 |
|---|---|---|---|---|---|---|
| 2013 | 10000635 | House annual | 5/14/2014 | 48 | 0 | 10000635.pdf808882260782b81f349f6726365648d537f4d67eca86615e08d6a8f31c0dd497 |
| 2014 | 10005391 | House annual | 5/14/2015 | 46 | 1 | 10005391.pdf0dd2d8ca0ae9fe6b176ea64d8d66217fa7230f15f5afcdfc723c45e06b5b4775 |
| 2015 | 10009952 | House annual | 5/16/2016 | 52 | 0 | 10009952.pdf4cf0420d6a29f1617c3b6d60749750531b90433c73096d2cf9d1b159ceb5e473 |
| 2016 | 10015405 | House annual | 5/15/2017 | 51 | 0 | 10015405.pdfc81110005eb18c09843266e68684b4bc698407b07425764babb99dddb54538be |
| 2017 | 10020639 | House annual | 7/10/2018 | 110 | 1 | 10020639.pdf9b8646b27ad64d9aa59fabf442a7ac2541c312e2c8a7b640aa6ff4e187d37e4a |
| 2018 | 10026122 | House annual | 6/14/2019 | 95 | 1 | 10026122.pdf4436f89a2c87c658627ae99cd54a29d968b1d90dffbe0b9f1bdff58adc054975 |
| 2019 | 10037242 | House amendment | 7/27/2020 | 110 | 0 | 10037242.pdfde806ae135fcfb5b50e3d5f8b5f765f2350cf410fabb78fa7b6ba0c82f025f4f |
| 2020 | 10040456 | House annual | 8/4/2021 | 44 | 0 | 10040456.pdf4e9d88d4d5523b0730714e55bf659f8dae3ec44ce2906b53afae89160217212d |
| 2021 | 10046892 | House annual | 8/11/2022 | 128 | 1 | 10046892.pdf7c0cc95a4952aeb2e8f0df85a7182e4d95d1d3e452e5dd8e90b3d9fa32857d09 |
| 2022 | 10051323 | House annual | 8/10/2023 | 127 | 1 | 10051323.pdf0bde70035d4507c8ee1282170668954283b18287748ddd6bfe2a525edf04d847 |
| 2023 | 10067616 | House amendment | 8/10/2026 | 68 | 0 | 10067616.pdf015f949a2adf4b61080fa4b982746aa772cd062983d301e1d5514e4a68354119 |
| 2024 | 10066636 | House annual | 5/9/2025 | 41 | 0 | 10066636.pdf4c74f4082c1552e65345a632012407f72fca64052e386653ecaf4730d4a18ee1 |
| 2025 | 10074949 | House annual | 8/10/2026 | 36 | 1 | 10074949.pdf5d467e14306bb3b8c8846f2ceba81b1321d214798cc1dd791f27e75fbc11fc6c |
Largest movers 2022→2023
| Position (as written in filing) | Owner | Kind | Opening range(s) | Closing range(s) | Buys (mid) | Sales (mid) |
|---|---|---|---|---|---|---|
| Residential Rental Property [RP] | JT | held | $500,001 - $1,000,000 | $1,000,001 - $5,000,000 | $0 | $0 |
| Satellite Telework Centers [PS] | SP | held | $250,001 - $500,000 | $1 - $1,000 | $0 | $0 |
| Collins/Lofgren Family Trust ⇒ Cash Sweep [BA] | JT | held | $100,001 - $250,000 | None | $0 | $0 |
| Silicon Valley Bank [BA] | JT | held | $100,001 - $250,000 | $50,001 - $100,000 | $0 | $0 |
| John Marshall Collins Rollover IRA ⇒ iShares MSCI Intl Quality Factor ETF (IQLT) [EF] | SP | new | — | $50,001 - $100,000 | $32,500 | $0 |
| John Marshall Collins Rollover IRA ⇒ | SP | held | $1,001 - $15,000 | None | $0 | $48,502 |
| John Marshall Collins Rollover IRA ⇒ TCW Transform 500 ETF (VOTE) [EF] | SP | new | — | $100,001 - $250,000 | $175,000 | $32,500 |
| John Marshall Collins Rollover IRA ⇒ Bank of America Corporation (BAC) [ST] | SP | exited | $1,001 - $15,000 | — | $0 | $40,501 |
Largest movers 2023→2024
| Position (as written in filing) | Owner | Kind | Opening range(s) | Closing range(s) | Buys (mid) | Sales (mid) |
|---|---|---|---|---|---|---|
| John Marshall Collins Rollover IRA ⇒ TCW Transform 500 ETF (VOTE) [EF] | SP | held | $100,001 - $250,000 | $250,001 - $500,000 | $0 | $0 |
| Collins/Lofgren Family Trust ⇒ United State Treasury Bills [GS] | JT | held | $100,001 - $250,000 | None | $0 | $0 |
| Collins/Lofgren Family Trust ⇒ Fidelity Government Cash Reserves (FDRXX) [BA] | JT | held | $1,001 - $15,000 | $100,001 - $250,000 | $0 | $0 |
| Collins/Lofgren Family Trust ⇒ TCW Transform 500 ETF (VOTE) [EF] | JT | held | $50,001 - $100,000 | $100,001 - $250,000 | $0 | $0 |
| Fidelity 457 Deferred Compensation ⇒ Vanguard Institutional Index Fund Institutional Plus | — | new | — | $50,001 - $100,000 | $8,000 | $8,000 |
| Fidelity 457 Deferred Compensation ⇒ EuroPacific Growth Fund Cl R-6 (RERGX) [MF] | — | new | — | $50,001 - $100,000 | $16,001 | $8,000 |
| John Marshall Collins PC, 100% Interest [OL] | SP | held | $50,001 - $100,000 | $15,001 - $50,000 | $0 | $0 |
| John Marshall Collins Rollover IRA ⇒ Fidelity Government Cash Reserves (FDRXX) [BA] | SP | held | $15,001 - $50,000 | $1,001 - $15,000 | $0 | $0 |
Largest movers 2024→2025
| Position (as written in filing) | Owner | Kind | Opening range(s) | Closing range(s) | Buys (mid) | Sales (mid) |
|---|---|---|---|---|---|---|
| Collins/Lofgren Family Trust ⇒ Fidelity Government Cash Reserves (FDRXX) [BA] | JT | held | $100,001 - $250,000 | $1,001 - $15,000 | $0 | $0 |
| First Citizens Bank [BA] | JT | held | $15,001 - $50,000 | $100,001 - $250,000 | $0 | $0 |
| John Marshall Collins Rollover IRA ⇒ TCW Transform 500 ETF (VOTE) [EF] | SP | held | $250,001 - $500,000 | $250,001 - $500,000 | $32,500 | $0 |
| Collins/Lofgren Family Trust ⇒ iShares Core MSCI Emerging Markets ETF (IEMG) [EF] | JT | held | $1,001 - $15,000 | $15,001 - $50,000 | $8,000 | $0 |
| Collins/Lofgren Family Trust ⇒ iShares MSCI ACWI ex U.S. ETF (ACWX) [EF] | JT | held | $15,001 - $50,000 | $50,001 - $100,000 | $32,500 | $0 |
| Fidelity 457 Deferred Compensation ⇒ Vanguard Extended Market Index Fund Insti Plus (VEMPX | — | held | $100,001 - $250,000 | $100,001 - $250,000 | $0 | $8,000 |
| Fidelity 457 Deferred Compensation ⇒ MissionSquare PLUS R13 Fund [MF] | — | held | $100,001 - $250,000 | $100,001 - $250,000 | $0 | $8,000 |
| Collins/Lofgren Family Trust ⇒ SPDR Nuveen Bloomberg High Yield Municipal Bond ETF (HYMB) | JT | held | $1,001 - $15,000 | None | $0 | $0 |
Method (summary)
- Schedule A asset rows are read from each annual report; the dollar range for each row is converted to its midpoint. Open-ended top ranges (“Over $50,000,000”) are excluded from the traced set and counted as a coverage loss.
- Positions are matched year to year by owner code (self/SP/DC/JT) + normalised asset name. A position that appears only in year t is included only if Schedule B shows a purchase of it in year t (opening value 0); a position that disappears is included only if Schedule B shows a sale (closing value 0). Otherwise it is excluded as unexplained.
- Estimated gain = (closing − opening + reported income − purchases + sale proceeds) ÷ opening, all at midpoints, for the traced positions. “Capital gains” income is not added again (it is already in value change and sale proceeds).
- A year counts only if traced opening value ≥ $50,000 and traced coverage ≥ 60% of the opening midpoint. A member is ranked only with ≥ 3 such years (exactly 2 = “limited data”, shown but unranked). Average = geometric mean of (1+yearly estimate).
Limitations
- Ranges are wide (up to a factor of 5 or more, and up to $50M+ open-ended); a holding can move between ranges without any real change in value, and stay in a range while moving materially. Yearly estimates are therefore noisy; the “strict envelope” shows the mathematical worst/best case and is typically wider than ±100%.
- Purchases and sales are only disclosed as ranges and only for transactions over $1,000; partial sales, dividend reinvestment, spousal/dependent accounts and retirement-plan funds are reported inconsistently. Excepted/blind trusts, personal residences and certain pensions are not reported at all.
- Filers sometimes change how they list assets (e.g. listing a brokerage account vs. its individual holdings), which can make positions untraceable across years; these are excluded rather than guessed.
- Asset values in an annual report are as of Dec 31 of the reporting year; the report year t−1→t covers that calendar year. Late or amended filings are used when filed; extensions can delay them.
- The text of these reports is machine-parsed from PDFs; parse errors are possible. Every number links back to the cited filing. This is not investment advice.
- Use of these filings is restricted by 5 U.S.C. § 105(c) (no unlawful, commercial or credit-rating purpose, and none for solicitation of money).
Generated 2026-10-01 by an automated pipeline. Data: Office of the Clerk, U.S. House of Representatives (disclosures-clerk.house.gov); member roster: unitedstates/congress-legislators (CC0).