Loading the profile Reports filed since Jan 1, 2025 with the House Clerk, last checked Oct 23, 2026. Filings are linked to this member by the seat or chamber they held on the filing date and their name.
197 reported transactions in 22 electronically filed reports; latest filed Oct 15, 2026.
Allocate Alpha Fund II LP
Other [OT]
Pooled Investment Fund
Location: US
Transaction date Nov 19, 2025Filed 22 days later Type Purchase Amount (as reported) $15,001 - $50,000 Owner Spouse Notified / status Notified Nov 30, 2025 New No ticker reported
Kent Street Group LLC
Ownership Interest (Holding Investments) [OI]
Poole Investment Fund/Venture Capital
Transaction date Nov 20, 2025Filed 21 days later Type Purchase Amount (as reported) $15,001 - $50,000 Owner Spouse Notified / status Notified Nov 30, 2025 New No ticker reported
Motesto CA Waste
Government Securities and Agency Debt [GS]
Transaction date Nov 12, 2025Filed 29 days later Type Purchase Amount (as reported) $100,001 - $250,000 Owner Spouse Notified / status Notified Nov 30, 2025 New No ticker reported
Palmdale CA Sch
Government Securities and Agency Debt [GS]
Transaction date Nov 19, 2025Filed 22 days later Type Purchase Amount (as reported) $100,001 - $250,000 Owner Spouse Notified / status Notified Nov 30, 2025 New No ticker reported
Sacramento CA WTR UTIL
Government Securities and Agency Debt [GS]
Transaction date Nov 3, 2025Filed 38 days later Type Sale Amount (as reported) $100,001 - $250,000 Owner Spouse Notified / status Notified Nov 30, 2025 New No ticker reported
U.S. Treasury Notes
Government Securities and Agency Debt [GS]
Transaction date Nov 18, 2025Filed 23 days later Type Partial sale Amount (as reported) $500,001 - $1,000,000 Owner Spouse Notified / status Notified Nov 30, 2025 New No ticker reported
Transaction date Owner Asset Type Amount (as reported) Notified / status Prices Nov 19, 2025Filed 22 days later Spouse Allocate Alpha Fund II LP Other [OT] Pooled Investment Fund Location: US Purchase $15,001 - $50,000 Notified Nov 30, 2025 New No ticker reported Nov 20, 2025Filed 21 days later Spouse Kent Street Group LLC Ownership Interest (Holding Investments) [OI] Poole Investment Fund/Venture Capital Purchase $15,001 - $50,000 Notified Nov 30, 2025 New No ticker reported Nov 12, 2025Filed 29 days later Spouse Motesto CA Waste Government Securities and Agency Debt [GS] Purchase $100,001 - $250,000 No ticker reported
San Francisco CA Sewer Util
Government Securities and Agency Debt [GS]
Transaction date Oct 1, 2025Filed 44 days later Type Sale Amount (as reported) $50,001 - $100,000 Owner Spouse Notified / status Notified Oct 31, 2025 New No ticker reported
U.S Treasury Bills
Government Securities and Agency Debt [GS]
Transaction date Oct 2, 2025Filed 43 days later Type Partial sale Amount (as reported) $15,001 - $50,000 Owner Spouse Notified / status Notified Oct 31, 2025 New No ticker reported
U.S Treasury Bills
Government Securities and Agency Debt [GS]
Transaction date Oct 6, 2025Filed 39 days later Type Purchase Amount (as reported) $15,001 - $50,000 Allocate Alpha Fund II LP
Other [OT]
Pooled Investment Fund
Location: US
Transaction date Sep 24, 2025Filed 23 days later Type Purchase Amount (as reported) $15,001 - $50,000 Owner Spouse Notified / status Notified Sep 30, 2025 New No ticker reported
Allocate Premier Access Fund
Other [OT]
Pooled Investment Fund
Location: US
Transaction date Sep 22, 2025Filed 25 days later Type Purchase Amount (as reported) $15,001 - $50,000 Owner Spouse Notified / status Notified Sep 30, 2025 New No ticker reported
Anaheim CA Hsg Elec Util
Government Securities and Agency Debt [GS]
Transaction date Sep 10, 2025 CA ST UNIV PUB EDUC
Government Securities and Agency Debt [GS]
Transaction date Aug 5, 2025Filed 41 days later Type Purchase Amount (as reported) $100,001 - $250,000 Owner Spouse Notified / status Notified Aug 31, 2025 New No ticker reported
Mammoth CA USD IMPT SCH
Government Securities and Agency Debt [GS]
Transaction date Aug 1, 2025Filed 45 days later Type Sale Amount (as reported) $50,001 - $100,000 Owner Spouse Notified / status Notified Aug 31, 2025 New No ticker reported
San Jose CA Uni Sch
Government Securities and Agency Debt [GS]
Transaction date Aug 5, 2025Filed 41 days later Type Purchase Amount (as reported) $500,001 - $1,000,000 GV Livingston LLC
Ownership Interest (Engaged in a Trade or Business) [OL]
Mobile Home Park
Location: Livingston, MT, US
Transaction date Jul 3, 2025Filed 39 days later Type Purchase Amount (as reported) $50,001 - $100,000 Owner Spouse Notified / status Notified Jul 31, 2025 New No ticker reported
Kent Street Group LLC
Other [OT]
Pooled Investment Fund/Venture Capital
Location: US
Transaction date Jul 24, 2025Filed 18 days later Type Purchase Amount (as reported) $15,001 - $50,000 Owner Spouse Notified / status Notified Jul 31, 2025 New No ticker reported
Los Angeles CA FINL SCH
Government Securities and Agency Debt [GS]
Allocate Alpha Fund II LP
Ownership Interest (Holding Investments) [OI]
Pooled Investment Fund
Transaction date Jun 24, 2025Filed 22 days later Type Purchase Amount (as reported) $1,001 - $15,000 Owner Spouse Notified / status Notified Jun 30, 2025 New No ticker reported
Allocate Premier Access Fund
Ownership Interest (Holding Investments) [OI]
Pooled Investment Fund
Transaction date Jun 23, 2025Filed 23 days later Type Purchase Amount (as reported) $15,001 - $50,000 Owner Spouse Notified / status Notified Jun 30, 2025 New No ticker reported
East Bay MUD SYS CA
Government Securities and Agency Debt [GS]
Transaction date Jun 2, 2025Filed 44 days later Allocate Alpha Fund II LP
Ownership Interest (Holding Investments) [OI]
Pooled Investment Fund
Transaction date May 27, 2025Filed 27 days later Type Purchase Amount (as reported) $15,001 - $50,000 Owner Spouse Notified / status Notified May 31, 2025 New No ticker reported
Allocate Premier Access Fund
Ownership Interest (Holding Investments) [OI]
Pooled Investment Fund
Transaction date May 23, 2025Filed 31 days later Type Purchase Amount (as reported) $15,001 - $50,000 Owner Spouse Notified / status Notified May 31, 2025 New No ticker reported
Lynett Capital Partners III
Ownership Interest (Holding Investments) [OI]
Pooled Investment Fund/Venture Capital
Transaction date Kent Street Group LLC
Other [OT]
Pooled Investment Fund/Venture Capital
Location: US
Transaction date Apr 14, 2025Filed 32 days later Type Purchase Amount (as reported) $15,001 - $50,000 Owner Spouse Notified / status Notified May 30, 2025 New No ticker reported
U.S Treasury Bills
Government Securities and Agency Debt [GS]
Transaction date Apr 11, 2025Filed 35 days later Type Partial sale Amount (as reported) $250,001 - $500,000 Owner Spouse Notified / status Notified Apr 30, 2025 New No ticker reported
Transaction date Owner Asset Type Amount (as reported) Notified / status
U.S Treasury Bills
Government Securities and Agency Debt [GS]
Transaction date Mar 27, 2025Filed 22 days later Type Partial sale Amount (as reported) $500,001 - $1,000,000 Owner Spouse Notified / status Notified Mar 31, 2025 New No ticker reported
U.S Treasury Bills
Government Securities and Agency Debt [GS]
Transaction date Mar 31, 2025Filed 18 days later Type Purchase Amount (as reported) $500,001 - $1,000,000 Owner Spouse Notified / status Notified Mar 31, 2025 New No ticker reported
Transaction date Owner Asset Type Amount (as reported) Notified / status Prices No ticker reported
U.S Treasury Bills
Government Securities and Agency Debt [GS]
Transaction date Feb 3, 2025Filed 39 days later Type Purchase Amount (as reported) $250,001 - $500,000 Owner Spouse Notified / status Notified Feb 28, 2025 New No ticker reported
Transaction date Owner Asset Type Amount (as reported) Notified / status Prices Feb 3, 2025Filed 39 days later Spouse U.S Treasury Bills Government Securities and Agency Debt [GS] Purchase $250,001 - $500,000 Notified Feb 28, 2025 New No ticker reported
← Newer Page 2 of 3 Older → Nov 19, 2025Filed 22 days later Spouse Palmdale CA Sch Government Securities and Agency Debt [GS] Purchase $100,001 - $250,000 Notified Nov 30, 2025 New No ticker reported
Nov 3, 2025Filed 38 days later Spouse Sacramento CA WTR UTIL Government Securities and Agency Debt [GS] Sale $100,001 - $250,000 Notified Nov 30, 2025 New No ticker reported
Nov 18, 2025Filed 23 days later Spouse U.S. Treasury Notes Government Securities and Agency Debt [GS] Partial sale $500,001 - $1,000,000 Notified Nov 30, 2025 New No ticker reported
Owner
Spouse
Notified / status Notified Oct 31, 2025 New Transaction date Owner Asset Type Amount (as reported) Notified / status Prices Oct 1, 2025Filed 44 days later Spouse San Francisco CA Sewer Util Government Securities and Agency Debt [GS] Sale $50,001 - $100,000 Notified Oct 31, 2025 New No ticker reported Oct 2, 2025Filed 43 days later Spouse U.S Treasury Bills Government Securities and Agency Debt [GS] Partial sale $15,001 - $50,000 Notified Oct 31, 2025 New No ticker reported Oct 6, 2025Filed 39 days later Spouse U.S Treasury Bills Government Securities and Agency Debt [GS] Purchase $15,001 - $50,000 Notified Oct 31, 2025 New No ticker reported
Filed 37 days later
Type
Purchase
Amount (as reported)
$50,001 - $100,000
Owner
Spouse
Notified / status Notified Sep 30, 2025 New Inverted Capital I LP
Other [OT]
Pooled Investment Fund
Location: US
Transaction date Sep 3, 2025Filed 44 days later Type Purchase Amount (as reported) $100,001 - $250,000 Owner Spouse Notified / status Notified Sep 30, 2025 New No ticker reported
Inverted Capital I LP
Other [OT]
Pooled Investment Fund
Location: US
Transaction date Sep 25, 2025Filed 22 days later Type Purchase Amount (as reported) $50,001 - $100,000 Owner Spouse Notified / status Notified Sep 30, 2025 New No ticker reported
Riverside CA Sewer Util
Government Securities and Agency Debt [GS]
Transaction date Sep 29, 2025Filed 18 days later Type Sale Amount (as reported) $100,001 - $250,000 Owner Spouse Notified / status Notified Sep 30, 2025 New No ticker reported
San Francisco CA Bay Mass Tran
Government Securities and Agency Debt [GS]
Transaction date Sep 9, 2025Filed 38 days later Type Purchase Amount (as reported) $50,001 - $100,000 Owner Spouse Notified / status Notified Sep 30, 2025 New No ticker reported
U.S Treasury Bills
Government Securities and Agency Debt [GS]
Transaction date Sep 4, 2025Filed 43 days later Type Partial sale Amount (as reported) $100,001 - $250,000 Owner Spouse Notified / status Notified Sep 30, 2025 New No ticker reported
U.S Treasury Bills
Government Securities and Agency Debt [GS]
Transaction date Sep 8, 2025Filed 39 days later Type Partial sale Amount (as reported) $50,001 - $100,000 Owner Spouse Notified / status Notified Sep 30, 2025 New No ticker reported
U.S Treasury Bills
Government Securities and Agency Debt [GS]
Transaction date Sep 8, 2025Filed 39 days later Type Purchase Amount (as reported) $100,001 - $250,000 Owner Spouse Notified / status Notified Sep 30, 2025 New No ticker reported
U.S Treasury Bills
Government Securities and Agency Debt [GS]
Transaction date Sep 25, 2025Filed 22 days later Type Partial sale Amount (as reported) $15,001 - $50,000 Owner Spouse Notified / status Notified Sep 30, 2025 New No ticker reported
Transaction date Owner Asset Type Amount (as reported) Notified / status Prices Sep 24, 2025Filed 23 days later Spouse Allocate Alpha Fund II LP Other [OT] Pooled Investment Fund Location: US Purchase $15,001 - $50,000 Notified Sep 30, 2025 New No ticker reported Sep 22, 2025Filed 25 days later Spouse Allocate Premier Access Fund Other [OT] Pooled Investment Fund Location: US Purchase $15,001 - $50,000 Notified Sep 30, 2025 New No ticker reported Sep 10, 2025Filed 37 days later Spouse Anaheim CA Hsg Elec Util Government Securities and Agency Debt [GS] Purchase $50,001 - $100,000 Notified Sep 30, 2025 New No ticker reported Sep 3, 2025Filed 44 days later Spouse Inverted Capital I LP Other [OT] Pooled Investment Fund Location: US Purchase $100,001 - $250,000 Notified Sep 30, 2025 New No ticker reported Sep 25, 2025Filed 22 days later Spouse Inverted Capital I LP Other [OT] Pooled Investment Fund Location: US Purchase $50,001 - $100,000 Notified Sep 30, 2025 New No ticker reported Sep 29, 2025Filed 18 days later Spouse Riverside CA Sewer Util Government Securities and Agency Debt [GS] Sale $100,001 - $250,000 Notified Sep 30, 2025 New No ticker reported Sep 9, 2025Filed 38 days later Spouse San Francisco CA Bay Mass Tran Government Securities and Agency Debt [GS] Purchase $50,001 - $100,000 Notified Sep 30, 2025 New No ticker reported Sep 4, 2025Filed 43 days later Spouse U.S Treasury Bills Government Securities and Agency Debt [GS] Partial sale $100,001 - $250,000 Notified Sep 30, 2025 New No ticker reported Sep 8, 2025Filed 39 days later Spouse U.S Treasury Bills Government Securities and Agency Debt [GS] Partial sale $50,001 - $100,000 Notified Sep 30, 2025 New No ticker reported Sep 8, 2025Filed 39 days later Spouse U.S Treasury Bills Government Securities and Agency Debt [GS] Purchase $100,001 - $250,000 Notified Sep 30, 2025 New No ticker reported Sep 25, 2025Filed 22 days later Spouse U.S Treasury Bills Government Securities and Agency Debt [GS] Partial sale $15,001 - $50,000 Notified Sep 30, 2025 New No ticker reported
Owner
Spouse
Notified / status Notified Aug 31, 2025 New San Juan CA USD IMPT SCH
Government Securities and Agency Debt [GS]
Transaction date Aug 1, 2025Filed 45 days later Type Partial sale Amount (as reported) $100,001 - $250,000 Owner Spouse Notified / status Notified Aug 31, 2025 New No ticker reported
Santa Clara CN CA HLTH
Government Securities and Agency Debt [GS]
Transaction date Aug 1, 2025Filed 45 days later Type Sale Amount (as reported) $15,001 - $50,000 Owner Spouse Notified / status Notified Aug 31, 2025 New No ticker reported
U.S Treasury Bills
Government Securities and Agency Debt [GS]
Transaction date Aug 1, 2025Filed 45 days later Type Purchase Amount (as reported) $250,001 - $500,000 Owner Spouse Notified / status Notified Aug 31, 2025 New No ticker reported
Transaction date Owner Asset Type Amount (as reported) Notified / status Prices Aug 5, 2025Filed 41 days later Spouse CA ST UNIV PUB EDUC Government Securities and Agency Debt [GS] Purchase $100,001 - $250,000 Notified Aug 31, 2025 New No ticker reported Aug 1, 2025Filed 45 days later Spouse Mammoth CA USD IMPT SCH Government Securities and Agency Debt [GS] Sale $50,001 - $100,000 Notified Aug 31, 2025 New No ticker reported Aug 5, 2025Filed 41 days later Spouse San Jose CA Uni Sch Government Securities and Agency Debt [GS] Purchase $500,001 - $1,000,000 Notified Aug 31, 2025 New No ticker reported Aug 1, 2025Filed 45 days later Spouse San Juan CA USD IMPT SCH Government Securities and Agency Debt [GS] Partial sale $100,001 - $250,000 Notified Aug 31, 2025 New No ticker reported Aug 1, 2025Filed 45 days later Spouse Santa Clara CN CA HLTH Government Securities and Agency Debt [GS] Sale $15,001 - $50,000 Notified Aug 31, 2025 New No ticker reported Aug 1, 2025Filed 45 days later Spouse U.S Treasury Bills Government Securities and Agency Debt [GS] Purchase $250,001 - $500,000 Notified Aug 31, 2025 New No ticker reported
Transaction date
Jul 1, 2025Filed 41 days later
Type
Sale
Amount (as reported)
$50,001 - $100,000
Owner
Spouse
Notified / status Notified Jul 31, 2025 New U.S Treasury Bills
Government Securities and Agency Debt [GS]
Transaction date Jul 31, 2025Filed 11 days later Type Partial sale Amount (as reported) $250,001 - $500,000 Owner Spouse Notified / status Notified Jul 31, 2025 New No ticker reported
Transaction date Owner Asset Type Amount (as reported) Notified / status Prices Jul 3, 2025Filed 39 days later Spouse GV Livingston LLC Ownership Interest (Engaged in a Trade or Business) [OL] Mobile Home Park Location: Livingston, MT, US Purchase $50,001 - $100,000 Notified Jul 31, 2025 New No ticker reported Jul 24, 2025Filed 18 days later Spouse Kent Street Group LLC Other [OT] Pooled Investment Fund/Venture Capital Location: US Purchase $15,001 - $50,000 Notified Jul 31, 2025 New No ticker reported Jul 1, 2025Filed 41 days later Spouse Los Angeles CA FINL SCH Government Securities and Agency Debt [GS] Sale $50,001 - $100,000 Notified Jul 31, 2025 New No ticker reported Jul 31, 2025Filed 11 days later Spouse U.S Treasury Bills Government Securities and Agency Debt [GS] Partial sale $250,001 - $500,000 Notified Jul 31, 2025 New No ticker reported
Type
Partial sale
Amount (as reported)
$50,001 - $100,000
Owner
Spouse
Notified / status Notified Jun 30, 2025 New Los Angeles CA Wtr Swr Util
Government Securities and Agency Debt [GS]
Transaction date Jun 10, 2025Filed 36 days later Type Purchase Amount (as reported) $100,001 - $250,000 Owner Spouse Notified / status Notified Jun 30, 2025 New No ticker reported
U.S Treasury Bills
Government Securities and Agency Debt [GS]
Transaction date Jun 12, 2025Filed 34 days later Type Partial sale Amount (as reported) $100,001 - $250,000 Owner Spouse Notified / status Notified Jun 30, 2025 New No ticker reported
U.S Treasury Bills
Government Securities and Agency Debt [GS]
Transaction date Jun 16, 2025Filed 30 days later Type Purchase Amount (as reported) $100,001 - $250,000 Owner Spouse Notified / status Notified Jun 30, 2025 New No ticker reported
Valo Ventures GP II, LP
Ownership Interest (Holding Investments) [OI]
Pooled Investment Fund
Transaction date Jun 25, 2025Filed 21 days later Type Purchase Amount (as reported) $15,001 - $50,000 Owner Spouse Notified / status Notified Jun 30, 2025 New No ticker reported
Transaction date Owner Asset Type Amount (as reported) Notified / status Prices Jun 24, 2025Filed 22 days later Spouse Allocate Alpha Fund II LP Ownership Interest (Holding Investments) [OI] Pooled Investment Fund Purchase $1,001 - $15,000 Notified Jun 30, 2025 New No ticker reported Jun 23, 2025Filed 23 days later Spouse Allocate Premier Access Fund Ownership Interest (Holding Investments) [OI] Pooled Investment Fund Purchase $15,001 - $50,000 Notified Jun 30, 2025 New No ticker reported Jun 2, 2025Filed 44 days later Spouse East Bay MUD SYS CA Government Securities and Agency Debt [GS] Partial sale $50,001 - $100,000 Notified Jun 30, 2025 New No ticker reported Jun 10, 2025Filed 36 days later Spouse Los Angeles CA Wtr Swr Util Government Securities and Agency Debt [GS] Purchase $100,001 - $250,000 Notified Jun 30, 2025 New No ticker reported Jun 12, 2025Filed 34 days later Spouse U.S Treasury Bills Government Securities and Agency Debt [GS] Partial sale $100,001 - $250,000 Notified Jun 30, 2025 New No ticker reported Jun 16, 2025Filed 30 days later Spouse U.S Treasury Bills Government Securities and Agency Debt [GS] Purchase $100,001 - $250,000 Notified Jun 30, 2025 New No ticker reported Jun 25, 2025Filed 21 days later Spouse Valo Ventures GP II, LP Ownership Interest (Holding Investments) [OI] Pooled Investment Fund Purchase $15,001 - $50,000 Notified Jun 30, 2025 New No ticker reported
May 21, 2025Filed 33 days later
Type
Purchase
Amount (as reported)
$100,001 - $250,000
Owner
Spouse
Notified / status Notified May 31, 2025 New Transaction date Owner Asset Type Amount (as reported) Notified / status Prices May 27, 2025Filed 27 days later Spouse Allocate Alpha Fund II LP Ownership Interest (Holding Investments) [OI] Pooled Investment Fund Purchase $15,001 - $50,000 Notified May 31, 2025 New No ticker reported May 23, 2025Filed 31 days later Spouse Allocate Premier Access Fund Ownership Interest (Holding Investments) [OI] Pooled Investment Fund Purchase $15,001 - $50,000 Notified May 31, 2025 New No ticker reported May 21, 2025Filed 33 days later Spouse Lynett Capital Partners III Ownership Interest (Holding Investments) [OI] Pooled Investment Fund/Venture Capital Purchase $100,001 - $250,000 Notified May 31, 2025 New No ticker reported
Apr 14, 2025Filed 32 days later Spouse Kent Street Group LLC Other [OT] Pooled Investment Fund/Venture Capital Location: US Purchase $15,001 - $50,000 Notified May 30, 2025 New No ticker reported Apr 11, 2025Filed 35 days later Spouse U.S Treasury Bills Government Securities and Agency Debt [GS] Partial sale $250,001 - $500,000 Notified Apr 30, 2025 New No ticker reported
Mar 27, 2025Filed 22 days later Spouse U.S Treasury Bills Government Securities and Agency Debt [GS] Partial sale $500,001 - $1,000,000 Notified Mar 31, 2025 New
Mar 31, 2025Filed 18 days later Spouse U.S Treasury Bills Government Securities and Agency Debt [GS] Purchase $500,001 - $1,000,000 Notified Mar 31, 2025 New No ticker reported
