Alan Lowenthal net worth
DemocratFormer member
House of Representatives · California · 1,059 trades
- 1,059
- Trades
- Latest filing
- RUN
- Most traded
Updated December 21, 2022 · Source: Clerk of the House
Short answer: Based on the termination report for 2023, we estimate Alan Lowenthal (Former Member of Congress from California)'s net worth at $2.9 million: reported assets minus liabilities. Most of it is in stocks, corporate bond and mutual funds.
- $2.9 million
- Estimated net worth
Net worth at the start in Congress and now
- Joined Congress: 2013
- $1.4 million
- First annual report, 2013
- +101% since 2013
- $2.9 million
- Latest termination report, 2023
Alan Lowenthal's estimated net worth per year
Estimated net worthRange according to the same filing
Show figures per year
| Year | Estimated net worth |
|---|---|
| 2013 | $1.4 million |
| 2014 | $1.5 million |
| 2015 | $1.6 million |
| 2016 | $1.9 million |
| 2017 | $2.4 million |
| 2019 | $3.0 million |
| 2020 | $2.8 million |
| 2021 | $3.7 million |
| 2023 | $2.9 million |
Net worth
$2.9 millionestimated net worth
Whose name the assets are in
23%in own name
77%spouse, joint or child
Insider trading: what the data shows
1,040 of 1,059reported within 45 days
Reported assets
| Name | Type | Amount | Owner |
|---|---|---|---|
| Allianz 403(b) ⇒ AZL Russell 1000 Growth Idx C2 | Mutual fund | up to $100K | Self |
| Allianz 403(b) ⇒ AZL Russell 1000 Value Index C2 | Mutual fund | up to $100K | Self |
| Allianz 403(b) ⇒ AZL S&P 500 Index Fund | Mutual fund | up to $100K | Self |
| Allianz 403(b) ⇒ AZL Small Cap Stock Index | Mutual fund | up to $50K | Self |
| Allianz 403(b) ⇒ Franklin Rising Dividends Sec | Mutual fund | up to $50K | Self |
| Allianz 403(b) ⇒ PIMCO EqS Pathfinder | Mutual fund | up to $50K | Self |
| American General 403(b) ⇒ Fixed Annuity | Other | up to $50K | Self |
| CA Resources Long Beach, Inc. | Other | Undisclosed | Joint |
| California Public Retirement System | Other | Undisclosed | Self |
| Fidelity - Malumed Lowenthal Rev Trust #3 ⇒ Fidelity Contrafund (FCNTX) | Mutual fund | up to $15K | Joint |
| Fidelity - Malumed Lowenthal Rev Trust #3 ⇒ Fidelity Large Cap Value Enhanced Index (FLVEX) | Mutual fund | None | Joint |
| Fidelity - Malumed Lowenthal Rev Trust #3 ⇒ Fidelity Limited Term Bond Fund (FJRLX) | Mutual fund | up to $15K | Joint |
| Fidelity - Malumed Lowenthal Rev Trust #3 ⇒ Fidelity Low Priced Stock (FLPSX) | Mutual fund | up to $15K | Joint |
| Fidelity - Malumed Lowenthal Rev Trust #3 ⇒ Fidelity Mid Cap (FMCSX) | Mutual fund | up to $15K | Joint |
| Fidelity - Malumed Lowenthal Rev Trust #3 ⇒ Fidelity Short Term Treasury Bond Index (FUMBX) | Mutual fund | None | Joint |
| Fidelity - Malumed Lowenthal Rev Trust #3 ⇒ Fidelity Total Bond (FTBFX) | Mutual fund | None | Joint |
| Fidelity - Malumed Lowenthal Rev Trust #3 ⇒ Fidelity U.S. Bond Index Fund (FXNAX) | Mutual fund | up to $15K | Joint |
| Individually Owned ⇒ International Business Machines Corporation (IBM) | Stocks | up to $15K | Spouse |
| Individually Owned ⇒ Walt Disney Company (DIS) | Stocks | up to $100K | Spouse |
| JP Morgan Chase - Individual ⇒ Trans Century Limited (TCL:KN) | Private stock | up to $1K | Spouse |
| Long Beach Schools Federal Credit Union | Bank accounts | up to $250K | Self |
| Neuberger Berman - Beneficiary IRA ⇒ Alphabet Inc. (Class C) (GOOG) | Stocks | up to $15K | Spouse |
| Neuberger Berman - Beneficiary IRA ⇒ Amazon.com, Inc. (AMZN) | Stocks | up to $15K | Spouse |
| Neuberger Berman - Beneficiary IRA ⇒ American Tower Corporation (AMT) | Stocks | up to $15K | Spouse |
| Neuberger Berman - Beneficiary IRA ⇒ Apple Inc. (AAPL) | Stocks | up to $15K | Spouse |
| Neuberger Berman - Beneficiary IRA ⇒ Autodesk, Inc. (ADSK) | Stocks | None | Spouse |
| Neuberger Berman - Beneficiary IRA ⇒ Bank of America Corp Note | Corporate bond | up to $15K | Spouse |
| Neuberger Berman - Beneficiary IRA ⇒ BlackRock, Inc. (BLK) | Stocks | up to $15K | Spouse |
| Neuberger Berman - Beneficiary IRA ⇒ CIT GROUP INC NOTE CALL MAKE WHOLE | Corporate bond | None | Spouse |
| Neuberger Berman - Beneficiary IRA ⇒ Crown Castle International Corp. (CCI) | Stocks | up to $1K | Spouse |
| Neuberger Berman - Beneficiary IRA ⇒ Deckers Outdoor Corporation (DECK) | Stocks | None | Spouse |
| Neuberger Berman - Beneficiary IRA ⇒ DREYUS TREASURY SEC MGMT ADMIN (DARXX) | Bank accounts | up to $15K | Spouse |
| Neuberger Berman - Beneficiary IRA ⇒ EXPEDIA GROUP INC NOTE CALL MAKE WHOLE | Corporate bond | None | Spouse |
| Neuberger Berman - Beneficiary IRA ⇒ Home Depot, Inc. (HD) | Stocks | None | Spouse |
| Neuberger Berman - Beneficiary IRA ⇒ Hyatt Hotels | Corporate bond | up to $15K | Spouse |
| Neuberger Berman - Beneficiary IRA ⇒ IHS MARKIT LTD NOTE CALL MAKE WHOLE | Corporate bond | up to $15K | Spouse |
| Neuberger Berman - Beneficiary IRA ⇒ Intercontinental Exchange Inc. (ICE) | Stocks | None | Spouse |
| Neuberger Berman - Beneficiary IRA ⇒ International Flavors & Fragrances, Inc. (IFF) | Stocks | None | Spouse |
| Neuberger Berman - Beneficiary IRA ⇒ iShares Russell 2000 Value (IWN) | ETF | None | Spouse |
| Neuberger Berman - Beneficiary IRA ⇒ Johnson & Johnson (JNJ) | Stocks | up to $15K | Spouse |
| Neuberger Berman - Beneficiary IRA ⇒ JP Morgan Chase & Co. (JPM) | Stocks | up to $15K | Spouse |
| Neuberger Berman - Beneficiary IRA ⇒ Kraft Heinz Foods Co Ser B Note 3%; Due 6/1/26 | Corporate bond | up to $15K | Spouse |
| Neuberger Berman - Beneficiary IRA ⇒ Mastercard Incorporated (MA) | Stocks | up to $15K | Spouse |
| Neuberger Berman - Beneficiary IRA ⇒ Medtronic plc. Ordinary Shares (MDT) | Stocks | None | Spouse |
| Neuberger Berman - Beneficiary IRA ⇒ Microsoft Corporation (MSFT) | Stocks | up to $15K | Spouse |
| Neuberger Berman - Beneficiary IRA ⇒ NETFLIX INC NOTE CALL MAKE WHOLE | Corporate bond | None | Spouse |
| Neuberger Berman - Beneficiary IRA ⇒ NextEra Energy, Inc. (NEE) | Stocks | up to $15K | Spouse |
| Neuberger Berman - Beneficiary IRA ⇒ NVIDIA Corporation (NVDA) | Stocks | up to $1K | Spouse |
| Neuberger Berman - Beneficiary IRA ⇒ S&P Global Inc. (SPGI) | Stocks | up to $15K | Spouse |
| Neuberger Berman - Beneficiary IRA ⇒ Salesforce.com Inc (CRM) | Stocks | None | Spouse |
| Neuberger Berman - Beneficiary IRA ⇒ Service Corporation International (SCI) | Stocks | up to $15K | Spouse |
| Neuberger Berman - Beneficiary IRA ⇒ Sunrun Inc. (RUN) | Stocks | up to $1K | Spouse |
| Neuberger Berman - Beneficiary IRA ⇒ The Blackstone Group Inc. (BX) | Stocks | up to $1K | Spouse |
| Neuberger Berman - Beneficiary IRA ⇒ TJX Companies, Inc. (TJX) | Stocks | None | Spouse |
| Neuberger Berman - Beneficiary IRA ⇒ T-Mobile US, Inc. (TMUS) | Stocks | up to $15K | Spouse |
| Neuberger Berman - Beneficiary IRA ⇒ Uber Technologies, Inc. (UBER) | Stocks | None | Spouse |
| Neuberger Berman - Beneficiary IRA ⇒ Verisk Analytics, Inc. (VRSK) | Stocks | up to $15K | Spouse |
| Neuberger Berman - Beneficiary IRA ⇒ Waste Connections, Inc. Common Shares (WCN) | Stocks | up to $15K | Spouse |
| Neuberger Berman - Malumed Lowenthal Rev Trust ⇒ Activision Blizzard, Inc (ATVI) | Stocks | up to $15K | Joint |
| Neuberger Berman - Malumed Lowenthal Rev Trust ⇒ Alphabet Inc. (Class C) (GOOG) | Stocks | up to $15K | Joint |
| Neuberger Berman - Malumed Lowenthal Rev Trust ⇒ Amazon.com, Inc. (AMZN) | Stocks | up to $15K | Joint |
| Neuberger Berman - Malumed Lowenthal Rev Trust ⇒ AstraZeneca PLC - American Depositary Shares (AZN) | Stocks | up to $15K | Joint |
| Neuberger Berman - Malumed Lowenthal Rev Trust ⇒ Autodesk, Inc. (ADSK) | Stocks | None | Joint |
| Neuberger Berman - Malumed Lowenthal Rev Trust ⇒ BlackRock, Inc. (BLK) | Stocks | up to $15K | Joint |
| Neuberger Berman - Malumed Lowenthal Rev Trust ⇒ Blackstone Inc. (BX) | Stocks | up to $15K | Joint |
| Neuberger Berman - Malumed Lowenthal Rev Trust ⇒ Boeing Company (BA) | Stocks | up to $15K | Joint |
| Neuberger Berman - Malumed Lowenthal Rev Trust ⇒ Boston Scientific Corporation (BSX) | Stocks | None | Joint |
| Neuberger Berman - Malumed Lowenthal Rev Trust ⇒ Brookfield Infrastructure Partners LP Limited Partnership Units (BIP) | Stocks | up to $15K | Joint |
| Neuberger Berman - Malumed Lowenthal Rev Trust ⇒ Chart Industries, Inc. (GTLS) | Stocks | up to $15K | Joint |
| Neuberger Berman - Malumed Lowenthal Rev Trust ⇒ Charter Communications Oper 4.5%; Due 2/1/24 | Corporate bond | up to $15K | Joint |
| Neuberger Berman - Malumed Lowenthal Rev Trust ⇒ Citigroup Inc. Note 4.05%; Due 7/30/22 | Corporate bond | None | Joint |
| Neuberger Berman - Malumed Lowenthal Rev Trust ⇒ Crown Castle International Corp. (CCI) | Stocks | up to $15K | Joint |
| Neuberger Berman - Malumed Lowenthal Rev Trust ⇒ Deckers Outdoor Corporation (DECK) | Stocks | None | Joint |
| Neuberger Berman - Malumed Lowenthal Rev Trust ⇒ DREYUS TREASURY SEC MGMT ADMIN (DARXX) | Bank accounts | up to $50K | Joint |
| Neuberger Berman - Malumed Lowenthal Rev Trust ⇒ Ecolab Inc. (ECL) | Stocks | None | Joint |
| Neuberger Berman - Malumed Lowenthal Rev Trust ⇒ Elanco Animal Health Inc Ser B Note 5.272%; Due 8/28/23 | Corporate bond | up to $15K | Joint |
| Neuberger Berman - Malumed Lowenthal Rev Trust ⇒ Home Depot, Inc. (HD) | Stocks | None | Joint |
| Neuberger Berman - Malumed Lowenthal Rev Trust ⇒ Hyatt Hotels Corp Note Call Make Whole 1.3%; Due 10/1/23 | Corporate bond | up to $15K | Joint |
| Neuberger Berman - Malumed Lowenthal Rev Trust ⇒ IHS Markit Ltd Note Call Make Whole 3.625%; Due 5/1/24 | Corporate bond | up to $15K | Joint |
| Neuberger Berman - Malumed Lowenthal Rev Trust ⇒ International Flavors & Fragrances, Inc. (IFF) | Stocks | None | Joint |
| Neuberger Berman - Malumed Lowenthal Rev Trust ⇒ iShares Russell 2000 Value (IWN) | ETF | None | Joint |
| Neuberger Berman - Malumed Lowenthal Rev Trust ⇒ Janus International Group, Inc. (JBI) | Stocks | None | Joint |
| Neuberger Berman - Malumed Lowenthal Rev Trust ⇒ JP Morgan Chase & Co. (JPM) | Stocks | up to $15K | Joint |
| Neuberger Berman - Malumed Lowenthal Rev Trust ⇒ Medtronic plc. Ordinary Shares (MDT) | Stocks | None | Joint |
| Neuberger Berman - Malumed Lowenthal Rev Trust ⇒ Microsoft Corporation (MSFT) | Stocks | up to $15K | Joint |
| Neuberger Berman - Malumed Lowenthal Rev Trust ⇒ Netflix Inc. | Corporate bond | up to $15K | Joint |
| Neuberger Berman - Malumed Lowenthal Rev Trust ⇒ NextEra Energy, Inc. (NEE) | Stocks | up to $15K | Joint |
| Neuberger Berman - Malumed Lowenthal Rev Trust ⇒ NVIDIA Corporation (NVDA) | Stocks | up to $1K | Joint |
| Neuberger Berman - Malumed Lowenthal Rev Trust ⇒ ProShares Short QQQ (PSQ) | ETF | None | Joint |
| Neuberger Berman - Malumed Lowenthal Rev Trust ⇒ S&P Global Inc. (SPGI) | Stocks | up to $15K | Joint |
| Neuberger Berman - Malumed Lowenthal Rev Trust ⇒ Salesforce, Inc. (CRM) | Stocks | None | Joint |
| Neuberger Berman - Malumed Lowenthal Rev Trust ⇒ Service Corporation International (SCI) | Stocks | up to $15K | Joint |
| Neuberger Berman - Malumed Lowenthal Rev Trust ⇒ Sunrun Inc. (RUN) | Stocks | up to $1K | Joint |
| Neuberger Berman - Malumed Lowenthal Rev Trust ⇒ TJX Companies, Inc. (TJX) | Stocks | None | Joint |
| Neuberger Berman - Malumed Lowenthal Rev Trust ⇒ T-Mobile US, Inc. (TMUS) | Stocks | up to $15K | Joint |
| Neuberger Berman - Malumed Lowenthal Rev Trust ⇒ Uber Technologies, Inc. (UBER) | Stocks | None | Joint |
| Neuberger Berman - Malumed Lowenthal Rev Trust ⇒ Verisk Analytics, Inc. (VRSK) | Stocks | up to $15K | Joint |
| Neuberger Berman - Malumed Lowenthal Rev Trust ⇒ Waste Connections, Inc. Common Shares (WCN) | Stocks | up to $15K | Joint |
| Neuberger Berman - Malumed Lowenthal Rev Trust ⇒ Zoetis Inc. (Class A) (ZTS) | Stocks | up to $15K | Joint |
| Neuberger Berman - Malumed Lowenthal Rev Trust #2 ⇒ American Express Co Note 3.7%; Due 8/3/23 | Corporate bond | up to $15K | Joint |
| Neuberger Berman - Malumed Lowenthal Rev Trust #2 ⇒ CDW LLC / CDW Fin Corp Note 5.5%; Due 12/1/24 | Corporate bond | up to $15K | Joint |
| Neuberger Berman - Malumed Lowenthal Rev Trust #2 ⇒ Charter Communications Oper 4.5%; Due 2/1/24 | Corporate bond | up to $15K | Joint |
| Neuberger Berman - Malumed Lowenthal Rev Trust #2 ⇒ Dreyfus Treasury Sec Cash Mgmt Admin (DARXX) | Bank accounts | up to $15K | Joint |
| Neuberger Berman - Malumed Lowenthal Rev Trust #2 ⇒ Elanco Animal Health Inc Ser B Note 5.272%; Due 8/28/23 | Corporate bond | None | Joint |
| Neuberger Berman - Malumed Lowenthal Rev Trust #2 ⇒ Equinix Inc Note Call Make Whole 2.625%; Due 11/18/24 | Corporate bond | up to $15K | Joint |
| Neuberger Berman - Malumed Lowenthal Rev Trust #2 ⇒ Expedia Group Inc Note Call Make Whole 4.5%; Due 8/15/24 | Corporate bond | None | Joint |
| Neuberger Berman - Malumed Lowenthal Rev Trust #2 ⇒ Global Payments Inc. Note 2.65%; Due 2/15/2025 | Corporate bond | up to $15K | Joint |
| Neuberger Berman - Malumed Lowenthal Rev Trust #2 ⇒ Hyatt Hotels Corp Note Call Make Whole 1.3%; Due 10/1/23 | Corporate bond | up to $15K | Joint |
| Neuberger Berman - Malumed Lowenthal Rev Trust #2 ⇒ Netflix Inc. Note 5.5%; Due 2/15/2022 | Corporate bond | None | Joint |
| Neuberger Berman - Malumed Lowenthal Rev Trust #2 ⇒ Nextera Energy Cap Holdings | Corporate bond | up to $15K | Joint |
| Neuberger Berman - Malumed Lowenthal Rev Trust #2 ⇒ San Francisco Calif City | Government bond | up to $15K | Joint |
| Neuberger Berman - Malumed Lowenthal Rev Trust #2 ⇒ Service Corp Intl Note Call Make Whole 4.624%; Due 12/15/27 | Corporate bond | up to $15K | Joint |
| Neuberger Berman - Malumed Lowenthal Rev Trust #2 ⇒ Sherwin Williams Co Note 3.45%; Due 8/1/2025 | Corporate bond | up to $15K | Joint |
| Neuberger Berman - Malumed Lowenthal Rev Trust #2 ⇒ T Mobile USA Inc Note Call Make Whole 2.25%; Due 2/15/26 | Corporate bond | up to $15K | Joint |
| Neuberger Berman - Roth IRA ⇒ American Tower Corporation (AMT) | Stocks | up to $1K | Spouse |
| Neuberger Berman - Roth IRA ⇒ Dreyfus Treas. Prime Cash Management INV & SHS | Bank accounts | up to $1K | Spouse |
| Neuberger Berman - Roth IRA ⇒ SPDR S&P 500 ETF TRUST UNIT SER 1 S&P (SPY) | ETF | up to $15K | Spouse |
| Neuberger Berman - Traditional IRA ⇒ Activision Blizzard, Inc (ATVI) | Stocks | up to $15K | Spouse |
| Neuberger Berman - Traditional IRA ⇒ Alphabet Inc. (Class C) (GOOG) | Stocks | up to $50K | Spouse |
| Neuberger Berman - Traditional IRA ⇒ Amazon.com, Inc. (AMZN) | Stocks | up to $50K | Spouse |
| Neuberger Berman - Traditional IRA ⇒ American Express Co Note | Corporate bond | up to $50K | Spouse |
| Neuberger Berman - Traditional IRA ⇒ American Tower Corporation (AMT) | Stocks | up to $50K | Spouse |
| Neuberger Berman - Traditional IRA ⇒ Amphenol Corp Note 3.2%; Due 4/1/2024 | Corporate bond | up to $50K | Spouse |
| Neuberger Berman - Traditional IRA ⇒ Apple Inc. (AAPL) | Stocks | up to $50K | Spouse |
| Neuberger Berman - Traditional IRA ⇒ Ares Capital Corp Note 3.5%; Due 2/10/2023 | Corporate bond | up to $50K | Spouse |
| Neuberger Berman - Traditional IRA ⇒ AstraZeneca PLC - American Depositary Shares (AZN) | Stocks | up to $50K | Spouse |
| Neuberger Berman - Traditional IRA ⇒ Autodesk, Inc. (ADSK) | Stocks | None | Spouse |
| Neuberger Berman - Traditional IRA ⇒ BANK AMER CORP MTN | Corporate bond | up to $50K | Spouse |
| Neuberger Berman - Traditional IRA ⇒ BlackRock, Inc. (BLK) | Stocks | up to $50K | Spouse |
| Neuberger Berman - Traditional IRA ⇒ Boeing Company (BA) | Stocks | up to $50K | Spouse |
| Neuberger Berman - Traditional IRA ⇒ Boston Scientific Corporation (BSX) | Stocks | None | Spouse |
| Neuberger Berman - Traditional IRA ⇒ Brookfield Infrastructure Partners LP (Class A) Subordinate Voting Shares (BIPC) | Stocks | up to $50K | Spouse |
| Neuberger Berman - Traditional IRA ⇒ CDW LLC/CDW FIN CORP | Corporate bond | up to $50K | Spouse |
| Neuberger Berman - Traditional IRA ⇒ Chart Industries, Inc. (GTLS) | Stocks | up to $50K | Spouse |
| Neuberger Berman - Traditional IRA ⇒ CHARTER COMMUNICATIONS OPER | Corporate bond | up to $50K | Spouse |
| Neuberger Berman - Traditional IRA ⇒ CIT Group Inc Note Call Make Whole | Corporate bond | None | Spouse |
| Neuberger Berman - Traditional IRA ⇒ Constellation Brands Inc | Corporate bond | up to $50K | Spouse |
| Neuberger Berman - Traditional IRA ⇒ Crown Castle International Corp. 1.35%; Due 7/15/2025 | Corporate bond | up to $50K | Spouse |
| Neuberger Berman - Traditional IRA ⇒ Deckers Outdoor Corporation (DECK) | Stocks | None | Spouse |
| Neuberger Berman - Traditional IRA ⇒ Dreyfus Treas. Prime Cash Management INV & SHS | Bank accounts | up to $100K | Spouse |
| Neuberger Berman - Traditional IRA ⇒ ELANCO ANIMAL HEALTH INC NOTE | Corporate bond | up to $50K | Spouse |
| Neuberger Berman - Traditional IRA ⇒ Global Payments Inc. Note 2.625%; Due 2/15/2025 | Corporate bond | up to $50K | Spouse |
| Neuberger Berman - Traditional IRA ⇒ HCA, Inc. | Corporate bond | up to $50K | Spouse |
| Neuberger Berman - Traditional IRA ⇒ Home Depot, Inc. (HD) | Stocks | None | Spouse |
| Neuberger Berman - Traditional IRA ⇒ Hyatt Hotels Corp Note Call Make Whole 1.3%; Due 10/1/23 | Corporate bond | up to $50K | Spouse |
| Neuberger Berman - Traditional IRA ⇒ IHS MARKIT LTD NOTE CALL MAKE WHOLE | Corporate bond | up to $50K | Spouse |
| Neuberger Berman - Traditional IRA ⇒ Intercontinental Exchange Inc. (ICE) | Stocks | None | Spouse |
| Neuberger Berman - Traditional IRA ⇒ International Flavors & Fragrances, Inc. (IFF) | Stocks | None | Spouse |
| Neuberger Berman - Traditional IRA ⇒ iShares Russell 2000 Value (IWN) | ETF | None | Spouse |
| Neuberger Berman - Traditional IRA ⇒ Janus International Group, Inc. (JBI) | Stocks | None | Spouse |
| Neuberger Berman - Traditional IRA ⇒ Johnson & Johnson (JNJ) | Stocks | up to $50K | Spouse |
| Neuberger Berman - Traditional IRA ⇒ JP Morgan Chase & Co. (JPM) | Stocks | up to $50K | Spouse |
| Neuberger Berman - Traditional IRA ⇒ Kraft Heinz Foods Co Ser B Note 3%; Due 6/1/26 | Corporate bond | up to $50K | Spouse |
| Neuberger Berman - Traditional IRA ⇒ Lennar Corp Note Call 4.5%; Due 4/30/2024 | Corporate bond | up to $50K | Spouse |
| Neuberger Berman - Traditional IRA ⇒ Mastercard Incorporated (MA) | Stocks | up to $50K | Spouse |
| Neuberger Berman - Traditional IRA ⇒ Medtronic plc. Ordinary Shares (MDT) | Stocks | None | Spouse |
| Neuberger Berman - Traditional IRA ⇒ Microsoft Corporation (MSFT) | Stocks | up to $100K | Spouse |
| Neuberger Berman - Traditional IRA ⇒ NETFLIX INC NOTE CALL MAKE WHOLE | Corporate bond | None | Spouse |
| Neuberger Berman - Traditional IRA ⇒ Netflix Inc. | Corporate bond | up to $50K | Spouse |
| Neuberger Berman - Traditional IRA ⇒ Nextera Energy Corp Holdings | Corporate bond | up to $50K | Spouse |
| Neuberger Berman - Traditional IRA ⇒ NextEra Energy, Inc. (NEE) | Stocks | up to $50K | Spouse |
| Neuberger Berman - Traditional IRA ⇒ NVIDIA Corporation (NVDA) | Stocks | up to $15K | Spouse |
| Neuberger Berman - Traditional IRA ⇒ Oracle Corp Note 2.625%; Due 2/15/2023 | Corporate bond | up to $50K | Spouse |
| Neuberger Berman - Traditional IRA ⇒ Paypal Holdings Inc. Note 2.4%; Due 10/01/2024 | Corporate bond | up to $50K | Spouse |
| Neuberger Berman - Traditional IRA ⇒ S&P Global Inc. (SPGI) | Stocks | up to $50K | Spouse |
| Neuberger Berman - Traditional IRA ⇒ Salesforce.com Inc (CRM) | Stocks | None | Spouse |
| Neuberger Berman - Traditional IRA ⇒ Service Corp Intl | Corporate bond | up to $50K | Spouse |
| Neuberger Berman - Traditional IRA ⇒ Service Corporation International (SCI) | Stocks | up to $50K | Spouse |
| Neuberger Berman - Traditional IRA ⇒ Sunrun Inc. (RUN) | Stocks | up to $15K | Spouse |
| Neuberger Berman - Traditional IRA ⇒ The Blackstone Group Inc. (BX) | Stocks | up to $50K | Spouse |
| Neuberger Berman - Traditional IRA ⇒ Thermo Fisher Scientific Inc Note 1.215% Due 10/18/24 | Corporate bond | up to $50K | Spouse |
| Neuberger Berman - Traditional IRA ⇒ TJX Companies, Inc. (TJX) | Stocks | None | Spouse |
| Neuberger Berman - Traditional IRA ⇒ T-Mobile US, Inc. (TMUS) | Stocks | up to $50K | Spouse |
| Neuberger Berman - Traditional IRA ⇒ T-Mobile USA Inc Note Call Make Whole 2.25%; Due 2/15/26 | Corporate bond | up to $50K | Spouse |
| Neuberger Berman - Traditional IRA ⇒ Toll Bros Fin Corp Note Call Make Whole 4.375%; Due 4/15/23 | Corporate bond | up to $50K | Spouse |
| Neuberger Berman - Traditional IRA ⇒ Uber Technologies, Inc. (UBER) | Stocks | None | Spouse |
| Neuberger Berman - Traditional IRA ⇒ United States Treas Bond | Government bond | up to $250K | Spouse |
| Neuberger Berman - Traditional IRA ⇒ Verisk Analytics, Inc. (VRSK) | Stocks | up to $50K | Spouse |
| Neuberger Berman - Traditional IRA ⇒ VMWare Inc Note Call Make Whole 1.4%; Due 8/15/26 | Corporate bond | up to $50K | Spouse |
| Neuberger Berman - Traditional IRA ⇒ Waste Connections, Inc. Common Shares (WCN) | Stocks | up to $50K | Spouse |
| Neuberger Berman - Traditional IRA ⇒ Wells Fargo CO | Corporate bond | None | Spouse |
| Neuberger Berman - Traditional IRA ⇒ Zoetis Inc. (Class A) (ZTS) | Stocks | up to $50K | Spouse |
| Neuberger Berman - Traditional IRA ⇒ Zoetis Inc. Note 3.25%; Due 2/1/2023 | Corporate bond | up to $50K | Spouse |
| Savings Plus California State Employee 401(K) ⇒ Bond Fund | Mutual fund | up to $100K | Self |
| Savings Plus California State Employee 401(K) ⇒ Large Cap Fund | Mutual fund | up to $100K | Self |
| Savings Plus California State Employee 457 ⇒ Bond Fund | Mutual fund | up to $50K | Self |
| Savings Plus California State Employee 457 ⇒ Large Cap Fund | Mutual fund | up to $50K | Self |
| Weber Asset Management- Beneficiary IRA, Mutual Funds ⇒ Fidelity Blue Chip Growth (FBGRX) | Mutual fund | up to $15K | Spouse |
| Weber Asset Management- Beneficiary IRA, Mutual Funds ⇒ Fidelity Contrafund (FCNTX) | Mutual fund | up to $15K | Spouse |
| Weber Asset Management- Beneficiary IRA, Mutual Funds ⇒ Fidelity Environment & Alternative Energy (FSLEX) | Mutual fund | None | Spouse |
| Weber Asset Management- Beneficiary IRA, Mutual Funds ⇒ Fidelity Large Cap Value Enhanced Index (FLVEX) | Mutual fund | None | Spouse |
| Weber Asset Management- Beneficiary IRA, Mutual Funds ⇒ Fidelity Low Priced Stock (FLPSX) | Mutual fund | up to $15K | Spouse |
| Weber Asset Management- Beneficiary IRA, Mutual Funds ⇒ Fidelity Mid Cap Stock (FMCSX) | Mutual fund | up to $50K | Spouse |
| Weber Asset Management- Beneficiary IRA, Mutual Funds ⇒ Fidelity Select Biotechnology (FBIOX) | Mutual fund | up to $15K | Spouse |
| Weber Asset Management- Beneficiary IRA, Mutual Funds ⇒ Fidelity Select Brokerage & Investment Management (FSLBX) | Mutual fund | None | Spouse |
| Weber Asset Management- Beneficiary IRA, Mutual Funds ⇒ Fidelity Select Communication Services (FBMPX) | Mutual fund | up to $15K | Spouse |
| Weber Asset Management- Beneficiary IRA, Mutual Funds ⇒ Fidelity Select Consumer Discretion (FSCPX) | Mutual fund | up to $15K | Spouse |
| Weber Asset Management- Beneficiary IRA, Mutual Funds ⇒ Fidelity Select Financial Services (FIDSX) | Mutual fund | up to $15K | Spouse |
| Weber Asset Management- Beneficiary IRA, Mutual Funds ⇒ Fidelity Select Healthcare (FSPHX) | Mutual fund | None | Spouse |
| Weber Asset Management- Beneficiary IRA, Mutual Funds ⇒ Fidelity Select Industrials (FCYIX) | Mutual fund | up to $15K | Spouse |
| Weber Asset Management- Beneficiary IRA, Mutual Funds ⇒ Fidelity Select Technology (FSPTX) | Mutual fund | up to $15K | Spouse |
Reported liabilities
| Creditor | Type of debt | Amount | Owner |
|---|---|---|---|
| LBS Financial Credit Union | Mortgage on personal residence | up to $500K | Joint |
What members say
From 16,781 filings to 221
16,781congressional trades reported in the past 1.5 years
Experienced traders on our team check every trade
221shared with members since March 2025
Less than 1.5% of filings make the cut.
We check every filing. You get the trades worth acting on.
In the app you only see the trades our team selects after checking them, explained in plain language.
Join now →4.7 Trustpilot (310)4.8 Whop (330)5,000+ members
Other politicians
Frequently asked questions
Questions about Alan Lowenthal
How much is Alan Lowenthal worth?
Based on the termination report for 2023, we estimate Alan Lowenthal (Former Member of Congress from California)'s net worth at $2.9 million: the midpoints of the reported assets minus those of the liabilities. Because the filing gives only ranges, it lies between $970,147 and $4.8 million.
How much was Alan Lowenthal worth before Congress?
Our data has no annual report from before Congress; the first one covers 2013, the first year in Congress, and gives $1.4 million. According to the termination report for 2023, it is $2.9 million, an increase of 101%.
How do you calculate Alan Lowenthal's net worth?
We take the midpoints of all assets minus the midpoints of all liabilities from the termination report for 2023, with the amounts as reported: assets of $3.3 million and liabilities of $375,001. A personal residence that produces no income is not reported.
Does Alan Lowenthal's net worth point to insider trading?
A reported trade is not proof of insider trading. Members of Congress must report every trade; 1,059 disclosed trades of Alan Lowenthal (Former Member of Congress from California) through December 21, 2022 are on this page. We show what was reported. The disclosed trades are in the Alan Lowenthal stock tracker.
Why does this net worth differ from other estimates?
Members of Congress report their assets and liabilities only in amount classes, and some classes have no upper limit. We use the midpoint of each class from the official annual report and subtract the liabilities. A class without an upper limit counts at its lower bound, so for that item the estimate is a minimum. Other estimates often use different assumptions, such as current market values or no deduction for liabilities, which makes them come out higher or lower.
Where does Wolf of Washington get its data?
Wolf of Washington builds and maintains its own database of stock trades by members of Congress: more than 102,000 trades by more than 350 members of Congress, from 2012 through October 28, 2026, updated every business day.
The trades on this page come from that database, which records the official filings with the Clerk of the House. Compiled by Wolf of Washington from the official filings. We show filings through November 3, 2026.
From all those trades, experienced traders on our team pick the ones worth acting on. Of the 16,781 congressional trades reported in the past 1.5 years, we shared 221 with members since March 2025.
A filing gives amounts as one of the fixed official amount classes, for example up to $5M, not an exact amount. We use the midpoint. An open upper bound, such as "Over $50 million", has no upper limit: we count it as its lower bound and call it a minimum, so the real amount can be higher.
Estimated net worth = the midpoints of all assets minus the midpoints of all liabilities, from the termination report for 2023 (filed April 19, 2023).
Because the ranges are so wide, the same filing puts the net worth anywhere between $970,147 and $4.8 million. In that upper limit, an open upper bound counts only with its lower bound.
A personal residence is not reported, because a home that produces no income does not have to be listed as an asset on the annual report. The mortgage on it is listed under liabilities. The real net worth can therefore be higher.
For each year we take that year's annual report; if it was amended later, the newest amendment. Sources: the annual financial disclosure reports filed with the Clerk of the House; the trades come from our database, which processes the official periodic transaction reports. Compiled by Wolf of Washington from the official filings.
Information only, not investment advice. Past performance does not guarantee future results. All figures come from public filings by members of the U.S. Congress; amounts are estimates based on the reported ranges.