HOUSE · CA-14 · 2008–2023

Jackie Speier portfolio

Jackie Speier represented CA in the House until 2023. Trades below come from filings made while in office. Jackie Speier has disclosed 9 trades (5 purchases, 4 sales); the latest was on Oct 22, 2018. Over the past year the disclosed stock holdings returned +4.3%, against +11.8% for the S&P 500.

DDemocratParty

Former member of HouseRepresents CA

$323KEst. portfolio value

8 years agoLast trade

+4.3%1Y return, from filings

1M return+1.9%S&P 500 -0.3% · 3 positionsOn their trade dates: +1.9%

3M return+0.3%S&P 500 +1.7% · 3 positionsOn their trade dates: +0.4%

YTD return+4.9%S&P 500 +11.4% · 3 positionsOn their trade dates: +5.0%

1Y return+4.3%S&P 500 +11.8% · 3 positionsOn their trade dates: +4.5%

3Y return+27.5%S&P 500 +81.7% · 3 positionsOn their trade dates: +27.9%

Returns are measured from each trade's filing date, when it became public, so they show what following these disclosures would have earned. "On their trade dates" is the same portfolio before the disclosure delay.

Est. value $323K across 5 stocks and ETFs, marked to the latest close

Estimated stock portfolio of Jackie Speier
Investment	Est. holding value	Last transaction	Total bought	Avg. cost	Since filed	Current price	Trades
SCHPSchwab u.S. TIPs ETF	$165K	Mar 13, 2018Purchase	$100K–250K1 purchase	$27.24	-5.58%	$25.72	1
AAPLCharles Schwab apple Inc.	$78K	Jun 16, 2017Purchase	$1K–15K1 purchase	$35.57	+852.41%	$347.32	1
AMZNP amazon.com, Inc.	$39K	Jun 16, 2017Purchase	$1K–15K1 purchase	$49.39	+377.82%	$239.45	1
FBP Facebook, Inc. - Class a	$33K	Jul 30, 2018Purchase	$15K–50K1 purchase	No data	—	$45.65	1
ABXP Barrick gold Corporation	$8K	Oct 22, 2018Purchase	$1K–15K1 purchase	No data	—	$8.55	1

Trades from House and Senate periodic transaction reports filed Jan 1, 2012 to Oct 30, 2026. Holdings are estimated from range midpoints: purchases add, partial sales subtract and full sales close the position, marked to the latest close where prices exist; matured bonds, expired options and delisted stocks drop out. They are not reported balances. Returns are time-weighted returns of the estimated stock and ETF holdings, with each trade taking effect at the close on its filing date (the member's own trade-date result is shown beneath): each window is split at the member's trade dates and the holdings' performance over each stretch, from daily closes, is chained, so the timing and size of purchases and sales do not dilute or inflate the result. Party, district and committee seats come from the congress-legislators dataset.