Sara Jacobs Stock Trades

HouseFollow

CA-51 · Democrat

Disclosed trades

Estimated volume

$8.7M

sum of bracket midpoints

Typical delay

49 days

trade to filing

Last filed

May 20, 2026

What their buys are worth now

4 disclosed purchases, valued at the latest close

Return

+57.6%

on paper

Gain

+$74.8K

unrealised

Disclosed cost

$130K

at bracket midpoints

Worth now

$204.8K

close of Oct 9, 2026

If Sara Jacobs still holds everything they disclosed buying. Disclosures do not report sales proceeds or current positions, so a stake sold last year still counts here — this is an upper bound, not a profit. Purchases are sized at the midpoint of the disclosed bracket, and dividends, fees and taxes are not included. 3 purchases have no market price and are left out. More on the limits.

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If you had copied every buy

Entering on the day each filing became public, and still holding

Putting $1,000 into each of 4 disclosed purchases — $4,000 invested — would be worth

$6,238

+$2,238 (+55.94%)

Positions

equally weighted

Their own timing

+57.56%

entering on their trade date

Best

LPLA

+130.72%

Worst

PAYC

-39.57%

Each filing

4 positions

Filed	Ticker	You paid	They paid	Now	Worth	Return
Mar 12, 2021 21d after trading	LPLA 6.97 sh	$143.41	$131.94	$330.88	$2,307	+130.72%
Mar 12, 2021 21d after trading	PAYC 2.6 sh	$384.30	$400.13	$232.22	$604	-39.57%
Mar 12, 2021 21d after trading	TTEK 37.5 sh	$26.67	$28.64	$33.34	$1,250	+25.02%
Mar 12, 2021 21d after trading	TJX 14.96 sh	$66.84	$67.69	$138.76	$2,076	+107.60%

A backtest, not a forecast. Every purchase gets the same stake because filings disclose a range, not a size. It ignores their sales, dividends, fees and taxes — each of which flatters the result, and 3 purchases could not be priced and are excluded.

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Holdings, 2025

Weights are each holding's share of roughly $18M in stocks, funds and ETFs — bank accounts and property are left out of the denominator

Asset	Weight	Value	Income
QCOMSara Jacobs Trust U/A DTD 09/01/2009 ⇒ Merrill Lynch - SJ QCOM ⇒ QUALCOMM Incorporated (QCOM) [ST]	83.3%	$5M – $25M	Dividends
QCOMSara J Jacobs 1999 Trust ⇒ Merrill Lynch - SJ QCOM ⇒ QUALCOMM Incorporated (QCOM) [ST]	16.7%	$1M – $5M	Dividends
SDGMerrill Lynch - IRA ⇒ iShares MSCI Global Sustainable Development Goals ETF (SDG) [EF]	0.04%	$1K – $15K	Tax-Deferred
TTTXXTrust #1 ⇒ BlackRock Liquidity Funds Treasury Trust - Institutional (TTTXX) [MF]	0.04%	$1K – $15K	Dividends
SJJ Charitable Remainder Unitrust [OT]	—	$5M – $25M	Capital Gains, Dividends, Interest
Sara Jacobs Trust U/A DTD 09/01/2009 ⇒ Merrill Lynch - SJ QCOM ⇒ Beldore Capital Fund LLC [HE]	—	$5M – $25M	Partnership Income
Sara Jacobs Trust U/A DTD 09/01/2009 ⇒ Merrill Lynch - SJ QCOM ⇒ Belgard Capital Fund LLC Class I [HE]	—	$5M – $25M	Partnership Income
Sara Jacobs Trust U/A DTD 09/01/2009 ⇒ Merrill Lynch - SJ QCOM ⇒ Clearfork Capital Fund LLC [HE]	—	$5M – $25M	Partnership Income
Essjane, LLC ⇒ Investment Property [RP]	—	$1M – $5M	Rent
Sara Jacobs Trust U/A DTD 09/01/2009 ⇒ Investment Property [RP]	—	$1M – $5M	Rent
The SJJ Irrevocable Trust Dated 12/10/01 ⇒ Northwestern Mutual Survivorship Universal Life [WU]	—	$500K – $1M	None
Trust #1 ⇒ Bank of America - Checking Account [BA]	—	$100K – $250K	None
Sara Jacobs Trust U/A DTD 09/01/2009 ⇒ Merrill Lynch - SJ Main ⇒ Bank of America, N.A. [BA]	—	$50K – $100K	Interest
Sara Jacobs Trust U/A DTD 09/01/2009 ⇒ Merrill Lynch - SJ QCOM ⇒ Bank of America, N.A. [BA]	—	$50K – $100K	Interest
Sara J Jacobs 1999 Trust ⇒ Merrill Lynch - SJ QCOM ⇒ Bank of America, N.A. [BA]	—	$1K – $15K	Interest
Merrill Lynch - IRA ⇒ Bank of America, NA [BA]	—	$1 – $1K	Tax-Deferred
SMTHXSara J Jacobs 1999 Trust ⇒ Merrill Lynch - SJ BP ⇒ ALPS/Smith Total Return Bond Fund Class I (SMTHX) [MF]	—	—	Capital Gains, Dividends
AMCFXSara J Jacobs 1999 Trust ⇒ Merrill Lynch - SJ BP ⇒ AMCAP Fund, Class F-2 Shares (AMCFX) [MF]	—	—	Capital Gains
ANGIXSara J Jacobs 1999 Trust ⇒ Merrill Lynch - SJ BP ⇒ Angel Oak Multi-Strategy Income Fd Inst Shs (ANGIX)	—	—	Capital Gains, Dividends
APDFXSara J Jacobs 1999 Trust ⇒ Merrill Lynch - SJ BP ⇒ Artisan High Income Fund Advisor Shares (APDFX) [MF]	—	—	Capital Gains, Dividends
Sara J Jacobs 1999 Trust ⇒ Merrill Lynch - SJ BP ⇒ Bank of America, N.A. [BA]	—	—	None
BREIXSara J Jacobs 1999 Trust ⇒ Merrill Lynch - SJ BP ⇒ Baron Real Estate Fd Insti Shs (BREIX) [MF]	—	—	Capital Gains
CGGRSara J Jacobs 1999 Trust ⇒ Merrill Lynch - SJ BP ⇒ Capital Group Growth ETF Capital Group Growth ETF (CGGR) [EF]	—	—	Capital Gains
CSOIXSara J Jacobs 1999 Trust ⇒ Merrill Lynch - SJ BP ⇒ Credit Suisse Strategic Income Fd Cl I (CSOIX) [MF]	—	—	None
AAAZXSara J Jacobs 1999 Trust ⇒ Merrill Lynch - SJ BP ⇒ DWS RREEF Real Assets Fund - Class Institutional (AAAZX) [MF]	—	—	Capital Gains
ERBIXSara J Jacobs 1999 Trust ⇒ Merrill Lynch - SJ BP ⇒ Eaton Vance Richard Bernstein Equity Strategy Fund Cl I (ERBIX) [MF]	—	—	Capital Gains
AEPFXSara J Jacobs 1999 Trust ⇒ Merrill Lynch - SJ BP ⇒ EuroPacific Growth Fund, Class F-2 Shs (AEPFX) [MF]	—	—	Capital Gains
FTHSXSara J Jacobs 1999 Trust ⇒ Merrill Lynch - SJ BP ⇒ FullerThaler Behavioral Small-Cap Equity Fund Institutional Shares (FTHSX) [MF]	—	—	Capital Gains
HWAIXSara J Jacobs 1999 Trust ⇒ Merrill Lynch - SJ BP ⇒ Hotchkis & Wiley Value Opportunities Fund Class I (HWAIX) [MF]	—	—	Capital Gains
CPBYXSara J Jacobs 1999 Trust ⇒ Merrill Lynch - SJ BP ⇒ Invesco Core Plus Bond Fund Class Y (CPBYX) [MF]	—	—	Dividends
PXFSara J Jacobs 1999 Trust ⇒ Merrill Lynch - SJ BP ⇒ Invesco FTSE RAFI Developed Markets ex-U.S. ETF (PXF) [EF]	—	—	Capital Gains
PXHSara J Jacobs 1999 Trust ⇒ Merrill Lynch - SJ BP ⇒ Invesco FTSE RAFI Emerging Markets ETF (PXH) [EF]	—	—	Capital Gains
IXUSSara J Jacobs 1999 Trust ⇒ Merrill Lynch - SJ BP ⇒ iShares Core MSCI Total International Stock ETF (IXUS) [EF]	—	—	Capital Gains
HLIPXSara J Jacobs 1999 Trust ⇒ Merrill Lynch - SJ BP ⇒ JPMorgan Core Plus Bond Fund I Class (HLIPX) [MF]	—	—	Dividends
KGGIXSara J Jacobs 1999 Trust ⇒ Merrill Lynch - SJ BP ⇒ Kopernik Global All-Cap Fund- Institutional Class (KGGIX) [MF]	—	—	None
LAUYXSara J Jacobs 1999 Trust ⇒ Merrill Lynch - SJ BP ⇒ Lord Abbett Inv. Tr. Income Fund Cl I (LAUYX) [MF]	—	—	None
PMZPXSara J Jacobs 1999 Trust ⇒ Merrill Lynch - SJ BP ⇒ PIMCO Mortgage Opportunities and Bond Fund Class I-2 (PMZPX) [MF]	—	—	None
VIGISara J Jacobs 1999 Trust ⇒ Merrill Lynch - SJ BP ⇒ Vanguard International Dividend Appreciation ETF (VIGI) [EF]	—	—	Capital Gains
WMFFXSara J Jacobs 1999 Trust ⇒ Merrill Lynch - SJ BP ⇒ Washington Mutual Investors Fund Cl F-2 Shs (WMFFX) [MF]	—	—	Capital Gains
DGRWSara J Jacobs 1999 Trust ⇒ Merrill Lynch - SJ BP ⇒ WisdomTree U.S. Quality Dividend Growth Fund (DGRW) [EF]	—	—	Capital Gains, Dividends

Showing 40 of 43 disclosed assets.

Committees

What they oversee — the context a trade is read against

Bills they sponsored

Legislation introduced under their own name, newest first

HR10188Armed Forces and National SecurityAug 31, 2026
Protecting Pentagon Press Access Act
Referred to the House Committee on Armed Services.
HR10189Armed Forces and National SecurityAug 31, 2026
Defense AI Reliability and Reporting Act
Referred to the House Committee on Armed Services.
HR9782International AffairsJul 20, 2026
Security Sector Governance Compacts Act
Referred to the Committee on Foreign Affairs, and in addition to the Committee on Armed Services, for a period to be subsequently determined by the Speaker, in each case for consideration of such provisions as fall within the jurisdiction of the committee concerned.
HR9470HealthJun 25, 2026
SAFER Health Act of 2026
Referred to the House Committee on Energy and Commerce.
HR9220Armed Forces and National SecurityJun 9, 2026
Restore Military Families’ Voices Act
Referred to the House Committee on Armed Services.
HR9125Government Operations and PoliticsJun 3, 2026
Sectoral AI Governance Act of 2026
Referred to the Committee on the Judiciary, and in addition to the Committee on Oversight and Government Reform, for a period to be subsequently determined by the Speaker, in each case for consideration of such provisions as fall within the jurisdiction of the committee concerned.
HRES1312Government Operations and PoliticsMay 21, 2026
Honoring the victims of the Islamic Center of San Diego shooting in San Diego, California, on May 18, 2026.
Referred to the House Committee on Oversight and Government Reform.
HCONRES101International AffairsMay 14, 2026
Directing the President, pursuant to section 5(c) of the War Powers Resolution, to remove United States Armed Forces from hostilities with Iran.
Referred to the House Committee on Foreign Affairs.
HR8412HealthApr 21, 2026
To direct the Secretary of Health and Human Services, acting through the Commissioner of Food and Drugs, to revise certain regulations related to infant and toddler beverages, and for other purposes.
Referred to the House Committee on Energy and Commerce.
HR8161International AffairsMar 30, 2026
Expeditionary Diplomacy Act
Referred to the House Committee on Foreign Affairs.
HCONRES82Civil Rights and Liberties, Minority IssuesMar 27, 2026
Supporting the goals and ideals of International Transgender Day of Visibility.
Referred to the House Committee on the Judiciary.
HR7903International AffairsMar 12, 2026
Justice for Hind Rajab Act
Referred to the Committee on Foreign Affairs, and in addition to the Committee on the Judiciary, for a period to be subsequently determined by the Speaker, in each case for consideration of such provisions as fall within the jurisdiction of the committee concerned.

Campaign finance

Reported to the FEC, through Jun 30, 2026

Raised

$1.6M

Spent

$1.4M

Cash on hand

$269.5K

From PACs

$207.3K

committee contributions

Exact figures, unlike the trade amounts on this page — campaign finance is reported to the dollar, a STOCK Act filing only ever as a bracket. Covers Sara Jacobs's own campaign committee and not outside spending on their behalf.

Recent votes

What they actually did, with the date to read a trade against

Date	Measure	Question	Vote
Sep 16, 2026	S 2403	Retire through Ownership Act	Yea
Sep 16, 2026	H R 9497	Water Resources Development Act	Yea
Sep 16, 2026	H R 9340	Ratepayer Protection Act	Yea
Sep 16, 2026	H J RES 213	Providing for congressional disapproval under chapter 8 of title 5, United States Code, of the rule issued by the Environmental Protection Agency relating to the “California State Nonroad Engine Pollution Control Standards; Commercial Harbor Craft Regulations; Notice of Decision”	Did not vote
Sep 16, 2026	H R 10326	PROOF Act	Nay
Sep 16, 2026	H R 9576	National Fraud Enforcement Division Act	Nay
Sep 16, 2026	H R 5334	An Act to amend the Internal Revenue Code of 1986 to allow early childhood educators to take the educator expense deduction, and for other purposes	Nay
Sep 15, 2026	H CON RES 93	Directing the President, pursuant to section 5(c) of the War Powers Resolution, to remove United States Armed Forces from hostilities with Iran	Yea
Sep 15, 2026	H J RES 210	Providing for congressional disapproval under chapter 8 of title 5, United States Code, of the rule submitted by the Environmental Protection Agency relating to “California State Nonroad Engine Pollution Control Standards; Ocean-Going Vessels At-Berth; Notice of Decision”	Nay
Sep 15, 2026	H R 9500	Tax Relief for Fraud Victims Act	Yea

Most traded

By number of disclosed transactions

QCOM2x · $1.5M FSLR2x · $40.5K LPLA2x · $65K PAYC2x · $65K TTEK2x · $65K AZN1x · $32.5K ASML1x · $32.5K ADI1x · $75K

Disclosed transactions

66 in total, newest first

Asset		Amount	Traded	Filed	Note
QCOM	sellReduce	$500K – $1M	May 7, 2026	May 20, 2026 13 days later	—
QCOM	sellReduce	$500K – $1M	May 6, 2026	May 20, 2026 14 days later	—
U.S. Treasury BillsF S: New S O: Sara J…	buyOpen	$1M – $5M	May 31, 2022	Jun 21, 2022 21 days later	—
AAPL	sellReduce	$100K – $250K	Jul 6, 2021	Aug 17, 2021 42 days later	—
A I C best of my knowledge and belief. …	sellReduce	$100K – $250K	May 3, 2021	Jul 2, 2021 60 days later	—
San Francisco California bart Dist Elec…	sellReduce	$100K – $250K	May 3, 2021	Jul 2, 2021 60 days later	—
San Diego CO CA RgL Transn Rev Sub Ltd …	sellReduce	$100K – $250K	May 3, 2021	Jul 2, 2021 60 days later	—
Los Angeles California Waste Water Syst…	sellReduce	$100K – $250K	May 3, 2021	Jul 2, 2021 60 days later	—
Los Angeles California Uni Sch	sellReduce	—	May 3, 2021	Jul 2, 2021 60 days later	—
Los Angeles California Dept Water Works…	sellReduce	$100K – $250K	May 3, 2021	Jul 2, 2021 60 days later	—
Los Angeles California Dept Water & Pow…	sellReduce	$100K – $250K	May 3, 2021	Jul 2, 2021 60 days later	—
California St Var Purpose go bonds 5.0%…	sellReduce	$100K – $250K	May 3, 2021	Jul 2, 2021 60 days later	—
California St gO Various Purpose bonds …	sellReduce	$100K – $250K	May 3, 2021	Jul 2, 2021 60 days later	—
California St Dept Water Res Cent VY Pr…	sellReduce	$100K – $250K	May 3, 2021	Jul 2, 2021 60 days later	—
San Diego CO CA RgL Transn Rev Sub Ltd …	buyOpen	$100K – $250K	Apr 21, 2021	May 28, 2021 37 days later	—
Westinghouse Air brake Technologies Cor…	sellReduce	$15K – $50K	Apr 9, 2021	May 28, 2021 49 days later	—
VZ	sellReduce	$50K – $100K	Apr 9, 2021	May 28, 2021 49 days later	—
VFC	sellReduce	$15K – $50K	Apr 9, 2021	May 28, 2021 49 days later	—
UPS	sellReduce	$15K – $50K	Apr 9, 2021	May 28, 2021 49 days later	—
UL	sellReduce	$15K – $50K	Apr 9, 2021	May 28, 2021 49 days later	—
TSCO	sellReduce	$15K – $50K	Apr 9, 2021	May 28, 2021 49 days later	—
TRV	sellReduce	$50K – $100K	Apr 9, 2021	May 28, 2021 49 days later	—
TTEK	sellReduce	$15K – $50K	Apr 9, 2021	May 28, 2021 49 days later	—
TSM	sellReduce	$50K – $100K	Apr 9, 2021	May 28, 2021 49 days later	—
SYK	sellReduce	$15K – $50K	Apr 9, 2021	May 28, 2021 49 days later	—
Starbucks Corporation (SbUX)F S UbHOLDI…	sellReduce	$15K – $50K	Apr 9, 2021	May 28, 2021 49 days later	—
SbA Communications Corporation - Class …	sellReduce	$50K – $100K	Apr 9, 2021	May 28, 2021 49 days later	—
Reinsurance group of America, Incorpora…	sellReduce	$15K – $50K	Apr 9, 2021	May 28, 2021 49 days later	—
Quest Diagnostics Incorporated (DgX)F S…	sellReduce	$50K – $100K	Apr 9, 2021	May 28, 2021 49 days later	—
Procter & gamble Company (Pg)F S UbHOLD…	sellReduce	$50K – $100K	Apr 9, 2021	May 28, 2021 49 days later	—
PAYC	sellReduce	$15K – $50K	Apr 9, 2021	May 28, 2021 49 days later	—
ORA	sellReduce	$15K – $50K	Apr 9, 2021	May 28, 2021 49 days later	—
OMCL	sellReduce	$50K – $100K	Apr 9, 2021	May 28, 2021 49 days later	—
NYT	sellReduce	$50K – $100K	Apr 9, 2021	May 28, 2021 49 days later	—
MRK	sellReduce	$50K – $100K	Apr 9, 2021	May 28, 2021 49 days later	—
MDT	sellReduce	$50K – $100K	Apr 9, 2021	May 28, 2021 49 days later	—
MKC	sellReduce	$15K – $50K	Apr 9, 2021	May 28, 2021 49 days later	—
LPLA	sellReduce	$15K – $50K	Apr 9, 2021	May 28, 2021 49 days later	—
LIN	sellReduce	$50K – $100K	Apr 9, 2021	May 28, 2021 49 days later	—
LHC group - common stock (LHCg)F S UbHO…	sellReduce	$50K – $100K	Apr 9, 2021	May 28, 2021 49 days later	—
LW	sellReduce	$15K – $50K	Apr 9, 2021	May 28, 2021 49 days later	—
JLL	sellReduce	$15K – $50K	Apr 9, 2021	May 28, 2021 49 days later	—
Interpublic group of Companies, Inc. (I…	sellReduce	$15K – $50K	Apr 9, 2021	May 28, 2021 49 days later	—
IFF	sellReduce	$15K – $50K	Apr 9, 2021	May 28, 2021 49 days later	—
HXL	sellReduce	$15K – $50K	Apr 9, 2021	May 28, 2021 49 days later	—
gilead Sciences, Inc. (gILD)F S UbHOLDI…	sellReduce	$15K – $50K	Apr 9, 2021	May 28, 2021 49 days later	—
FSLR	sellReduce	$15K – $50K	Apr 9, 2021	May 28, 2021 49 days later	—
CREE	sellReduce	$15K – $50K	Apr 9, 2021	May 28, 2021 49 days later	—
blackbaud, Inc. (bLKb)F S UbHOLDINg ILI…	sellReduce	$15K – $50K	Apr 9, 2021	May 28, 2021 49 days later	—
becton, Dickinson and Company (bDX)F S …	sellReduce	$15K – $50K	Apr 9, 2021	May 28, 2021 49 days later	—
Avangrid, Inc. (AgR)F ILINg STATUS: New	sellReduce	$15K – $50K	Apr 9, 2021	May 28, 2021 49 days later	—
Avalonbay Communities, Inc. (AVb)F S Ub…	sellReduce	$15K – $50K	Apr 9, 2021	May 28, 2021 49 days later	—
AZN	sellReduce	$15K – $50K	Apr 9, 2021	May 28, 2021 49 days later	—
ANTM	sellReduce	$50K – $100K	Apr 9, 2021	May 28, 2021 49 days later	—
AFL	sellReduce	$50K – $100K	Apr 9, 2021	May 28, 2021 49 days later	—
ACN	sellReduce	$50K – $100K	Apr 9, 2021	May 28, 2021 49 days later	—
TJX	buyOpen	$15K – $50K	Feb 19, 2021	Mar 12, 2021 21 days later	—
The bank of New York Mellon Corporation…	sellReduce	$15K – $50K	Feb 19, 2021	Mar 12, 2021 21 days later	—
TTEK	buyOpen	$15K – $50K	Feb 19, 2021	Mar 12, 2021 21 days later	—
PYPL	sellReduce	$15K – $50K	Feb 19, 2021	Mar 12, 2021 21 days later	—
PAYC	buyOpen	$15K – $50K	Feb 19, 2021	Mar 12, 2021 21 days later	—
LPLA	buyOpen	$15K – $50K	Feb 19, 2021	Mar 12, 2021 21 days later	—
LhC group - common stock (LhCg)F S UbhO…	buyOpen	$15K – $50K	Feb 19, 2021	Mar 12, 2021 21 days later	—
FSLR	sellReduce	$1K – $15K	Feb 19, 2021	Mar 12, 2021 21 days later	—
ASML	sellReduce	$15K – $50K	Feb 19, 2021	Mar 12, 2021 21 days later	—
ADI	sellReduce	$50K – $100K	Feb 19, 2021	Mar 12, 2021 21 days later	—

Source: the original filing