Sara Jacobs
Rep. (D-CA-51)
Disclosed trades
54
Purchases
6
Sales
48
Stocks traded
48
Likely still held
2
Latest trade
May 7, 2026
Latest filing
May 21, 2026
Stocks traded
Most-filed 24 of 48 tickers, with the latest disclosed actionLikely current holdings
2 positionsPositions whose disclosed filings show purchases without a later sale that closed them. Filings lag trades by up to 45 days and report ranges, not sizes, so this is an inference from public disclosures, not verified ownership.
Reported holdings
43 assets listedAs reported in their 2025 annual disclosure, filed Jun 26, 2026.
The assets and value ranges below are copied from that filing. Amounts are the ranges the form provides, shown as filed and never combined.
Other reported assets (32)
- SJJ Charitable Remainder Unitrust$5,000,001 - $25,000,000
- Essjane, LLC ⇒ Investment Property$1,000,001 - $5,000,000
- Merrill Lynch - IRA ⇒ Bank of America, NA$1 - $1,000
- Merrill Lynch - IRA ⇒ iShares MSCI Global Sustainable Development Goals ETF (SDG)$1,001 - $15,000
- Sara J Jacobs 1999 Trust ⇒ Merrill Lynch - SJ BP ⇒ ALPS/Smith Total Return Bond Fund Class I (SMTHX)None
- Sara J Jacobs 1999 Trust ⇒ Merrill Lynch - SJ BP ⇒ AMCAP Fund, Class F-2 Shares (AMCFX)None
- Sara J Jacobs 1999 Trust ⇒ Merrill Lynch - SJ BP ⇒ Angel Oak Multi-Strategy Income Fd Inst Shs (ANGIX)None
- Sara J Jacobs 1999 Trust ⇒ Merrill Lynch - SJ BP ⇒ Artisan High Income Fund Advisor Shares (APDFX)None
- Sara J Jacobs 1999 Trust ⇒ Merrill Lynch - SJ BP ⇒ Bank of America, N.A.None
- Sara J Jacobs 1999 Trust ⇒ Merrill Lynch - SJ BP ⇒ Baron Real Estate Fd Insti Shs (BREIX)None
- Sara J Jacobs 1999 Trust ⇒ Merrill Lynch - SJ BP ⇒ Credit Suisse Strategic Income Fd Cl I (CSOIX)None
- Sara J Jacobs 1999 Trust ⇒ Merrill Lynch - SJ BP ⇒ DWS RREEF Real Assets Fund - Class Institutional (AAAZX)None
Show 20 more
- Sara J Jacobs 1999 Trust ⇒ Merrill Lynch - SJ BP ⇒ Eaton Vance Richard Bernstein Equity Strategy Fund Cl I (ERBIX)None
- Sara J Jacobs 1999 Trust ⇒ Merrill Lynch - SJ BP ⇒ EuroPacific Growth Fund, Class F-2 Shs (AEPFX)None
- Sara J Jacobs 1999 Trust ⇒ Merrill Lynch - SJ BP ⇒ FullerThaler Behavioral Small-Cap Equity Fund Institutional Shares (FTHSX)None
- Sara J Jacobs 1999 Trust ⇒ Merrill Lynch - SJ BP ⇒ Hotchkis & Wiley Value Opportunities Fund Class I (HWAIX)None
- Sara J Jacobs 1999 Trust ⇒ Merrill Lynch - SJ BP ⇒ Invesco Core Plus Bond Fund Class Y (CPBYX)None
- Sara J Jacobs 1999 Trust ⇒ Merrill Lynch - SJ BP ⇒ JPMorgan Core Plus Bond Fund I Class (HLIPX)None
- Sara J Jacobs 1999 Trust ⇒ Merrill Lynch - SJ BP ⇒ Kopernik Global All-Cap Fund- Institutional Class (KGGIX)None
- Sara J Jacobs 1999 Trust ⇒ Merrill Lynch - SJ BP ⇒ Lord Abbett Inv. Tr. Income Fund Cl I (LAUYX)None
- Sara J Jacobs 1999 Trust ⇒ Merrill Lynch - SJ BP ⇒ PIMCO Mortgage Opportunities and Bond Fund Class I-2 (PMZPX)None
- Sara J Jacobs 1999 Trust ⇒ Merrill Lynch - SJ BP ⇒ Washington Mutual Investors Fund Cl F-2 Shs (WMFFX)None
- Sara J Jacobs 1999 Trust ⇒ Merrill Lynch - SJ QCOM ⇒ Bank of America, N.A.$1,001 - $15,000
- Sara Jacobs Trust U/A DTD 09/01/2009 ⇒ Investment Property$1,000,001 - $5,000,000
- Sara Jacobs Trust U/A DTD 09/01/2009 ⇒ Merrill Lynch - SJ Main ⇒ Bank of America, N.A.$50,001 - $100,000
- Sara Jacobs Trust U/A DTD 09/01/2009 ⇒ Merrill Lynch - SJ QCOM ⇒ Bank of America, N.A.$50,001 - $100,000
- Sara Jacobs Trust U/A DTD 09/01/2009 ⇒ Merrill Lynch - SJ QCOM ⇒ Beldore Capital Fund LLC$5,000,001 - $25,000,000
- Sara Jacobs Trust U/A DTD 09/01/2009 ⇒ Merrill Lynch - SJ QCOM ⇒ Belgard Capital Fund LLC Class I$5,000,001 - $25,000,000
- Sara Jacobs Trust U/A DTD 09/01/2009 ⇒ Merrill Lynch - SJ QCOM ⇒ Clearfork Capital Fund LLC$5,000,001 - $25,000,000
- The SJJ Irrevocable Trust Dated 12/10/01 ⇒ Northwestern Mutual Survivorship Universal Life$500,001 - $1,000,000
- Trust #1 ⇒ Bank of America - Checking Account$100,001 - $250,000
- Trust #1 ⇒ BlackRock Liquidity Funds Treasury Trust - Institutional (TTTXX)$1,001 - $15,000
Filing ledger
Newest trade first, as disclosed under the STOCK ActAmounts are the ranges reported on the public disclosure, not exact values. Members file within 45 days of a trade, so the filing date can trail the trade by weeks.