Sara Jacobs portrait
House

Sara Jacobs

Democratic · CA · District 51

Official website ↗
Transactions
66
Total transactions associated with this filer
Disclosed purchases
7
$1.2M – $5.5M
Average modeled return
+63.4%
4 of 7 purchases modeled
Average vs. S&P 500
-40.1%
Comparable modeled intervals
MODELED PERFORMANCE

Disclosed purchases vs. S&P 500

4 most recent modeled purchases. The summary and table include all modeled purchases.

MARKET ANALYSIS

Modeled purchase performance · Since purchase

4 of 7 disclosed purchases have modeled returns for this period. 3 purchases have missing or excluded market data; no returns are invented for them.

Ticker↑↓Asset↑↓Entry↑↓Latest↑↓Modeled return↑↓S&P 500↑↓Relative↑↓
LPLA
LPL Financial Holdings Inc.
Feb 19, 2021Nov 6, 2026+130.3%+103.5%+26.8%
TJX
TJX COMPANIES INC /DE/
Feb 19, 2021Nov 6, 2026+116.4%+103.5%+12.9%
TTEK
TETRA TECH INC
Feb 19, 2021Nov 6, 2026+45.9%+103.5%-57.7%
PAYC
Paycom Software, Inc.
Feb 19, 2021Nov 6, 2026-39.1%+103.5%-142.6%
DISCLOSED ACTIVITY

Recent transaction history

Showing up to 25 records per page · Page 1 of 3 · 66 total transactions

Ticker↑↓Asset↑↓Date↑↓Type↑↓Disclosed amount↑↓Source
QCOM
QUALCOMM INC/DE
May 7, 2026sale$500.0K – $1.0MFiling ↗
QCOM
QUALCOMM INC/DE
May 6, 2026sale$500.0K – $1.0MFiling ↗
—
U.S. Treasury Bills
May 31, 2022purchase$1.0M – $5.0MFiling ↗
AAPL
Apple Inc.
Jul 6, 2021sale$100.0K – $250.0KFiling ↗
—
California St Var Purpose Go Bonds 5.0% Due 10/1/2039
May 3, 2021sale$100.0K – $250.0KFiling ↗
—
California St Dept Water Res Cent VY Proj Rev 5.0% Due 12/1/2029
May 3, 2021sale$100.0K – $250.0KFiling ↗
—
California St GO Various Purpose Bonds 5.0% Due 11/1/2029
May 3, 2021sale$100.0K – $250.0KFiling ↗
—
Los Angeles California Uni Sch Dist Go Bonds LT B-1 5.25% Due 7/1/2042
May 3, 2021sale$100.0K – $250.0KFiling ↗
—
Los Angeles California Waste Water System Rev 5.0% Due 6/1/2030
May 3, 2021sale$100.0K – $250.0KFiling ↗
—
San Francisco California Bart Dist Election of LT GO 5.0% Due 8/1/2035
May 3, 2021sale$100.0K – $250.0KFiling ↗
—
Los Angeles California Dept Water & Power Sys C 5.0% Due 10/1/2039
May 3, 2021sale$100.0K – $250.0KFiling ↗
—
San Marcos California Uni Sch Dist Go Ref Bonds 5.0% Due 8/1/2036
May 3, 2021sale$100.0K – $250.0KFiling ↗
—
San Diego CO CA RGL Transn Rev Sub Ltd BDS B 5.0%; Due 04/01/2045
May 3, 2021sale$100.0K – $250.0KFiling ↗
—
Los Angeles California Dept Water Works Rev Bonds B 5.0% Due 7/1/2043
May 3, 2021sale$100.0K – $250.0KFiling ↗
—
San Diego CO CA RGL Transn Rev Sub Ltd BDS B 5.0%; Due 04/01/2045
Apr 21, 2021purchase$100.0K – $250.0KFiling ↗
LPLA
LPL Financial Holdings Inc.
Apr 9, 2021sale$15.0K – $50.0KFiling ↗
MKC
MCCORMICK & CO INC
Apr 9, 2021sale$15.0K – $50.0KFiling ↗
UPS
UNITED PARCEL SERVICE INC
Apr 9, 2021sale$15.0K – $50.0KFiling ↗
MDT
Medtronic plc
Apr 9, 2021sale$50.0K – $100.0KFiling ↗
MRK
Merck & Co., Inc.
Apr 9, 2021sale$50.0K – $100.0KFiling ↗
UL
UNILEVER PLC
Apr 9, 2021sale$15.0K – $50.0KFiling ↗
VFC
V F CORP
Apr 9, 2021sale$15.0K – $50.0KFiling ↗
ORA
ORMAT TECHNOLOGIES, INC.
Apr 9, 2021sale$15.0K – $50.0KFiling ↗
TSM
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD
Apr 9, 2021sale$50.0K – $100.0KFiling ↗
SBUX
STARBUCKS CORP
Apr 9, 2021sale$15.0K – $50.0KFiling ↗
ANNUAL REPORTING

Annual financial disclosures

YearDocumentAssets parsedStatusSource
20251007439443PARSEDFiling ↗
Modeled market performance is calculated from public disclosure dates and historical market prices. It does not represent verified execution prices, realized investment returns, or investment advice. Read the modeling methodology · Review data sources and coverage · Explore other politicians