Sara Jacobs Stock Trades

Sara Jacobs Trading Profile | Quantellect Sara Jacobs Trading Profile

Sara Jacobs disclosed 66 transactions between February 2021 and May 2026, and the shape of that activity is unusual: 63 occurred in 2021, including 57 of the 59 sales. After a lone Apple sale in July 2021, activity was quiet by comparison, with one purchase in 2022 and two sales in 2026.

The disclosure record is heavily concentrated in 2021 rather than spread throughout the period. All 66 transactions are attributed to Sara Jacobs herself under the disclosure's attribution coding, with no trades coded to a spouse, dependent child, or joint account. Several 2021 entries reference Merrill Lynch accounts labeled "SJ Trillium" and "SJ Muni" in connection with the Sara Jacobs Trust U/A DTD 09/01/2009.

Concentrated sale activity in 2021, then near silence

The historical pattern is stark. Of the 66 disclosed transactions, 63 occurred in 2021, including 57 sales and 6 purchases. A single filing disclosed May 28, 2021 contains a large group of equity sales dated April 9, 2021, spanning multiple sectors and carrying the "New Subholding Of: Sara Jacobs Trust" filing status. A companion filing disclosed July 2, 2021 covers a series of California municipal bond sales, including bonds tied to the state of California, Los Angeles Department of Water and Power, the San Diego regional transit system, and the San Francisco BART district. Read together, these filings record concentrated 2021 sale activity across equities and municipal bonds associated with the trust and its Merrill Lynch account labels.

Since that 2021 clustering, the pace has been minimal. In May 2022, a purchase of U.S. Treasury Bills was disclosed in the $1,000,001 to $5,000,000 range. No transactions were disclosed in 2023, 2024, or 2025 based on the data available. Trading activity resumed in May 2026 with two partial sales of Qualcomm (QCOM) common stock, each in the $500,001 to $1,000,000 range, disclosed on May 20, 2026 for transactions dated May 6 and May 7, 2026.

What was disclosed most often, and what it says about theme

Looking at which securities appear most frequently across the disclosure history, First Solar (FSLR), LPL Financial Holdings (LPLA), Paycom Software (PAYC), Qualcomm (QCOM), and Tetra Tech (TTEK) each appear twice. First Solar is a photovoltaic solar module manufacturer headquartered in Arizona; LPL Financial is a brokerage and investment-advisory platform for independent financial advisors; Paycom is a cloud-based human capital management and payroll software provider; Qualcomm develops wireless connectivity chips and licenses cellular patents used across smartphones and other connected devices; and Tetra Tech is a consulting and engineering firm focused on water, environmental, and infrastructure services, much of it for government clients.

By sector, the disclosed trading activity by transaction count skews toward Information Technology (10 transactions), Health Care (8), and Industrials (7), with Financials (6), Consumer Discretionary and Consumer Staples (4 each), Real Estate (3), Communication Services and Materials (2 each), and Utilities (1) also represented. A further 19 transactions are recorded as sector "Unknown," largely reflecting municipal bonds and unmatched securities in the dataset, so the sector split above should be read as a partial picture rather than the complete record. The health care names disclosed span pharmaceuticals (Merck, AstraZeneca, Gilead Sciences), medical devices (Stryker, Medtronic, Becton Dickinson), and diagnostics (Quest Diagnostics), while the technology-flagged names cover semiconductors (Analog Devices, ASML, Taiwan Semiconductor, Qualcomm), enterprise software (Blackbaud), and IT services (Accenture), a broad spread across the disclosed transaction rows.

The most recent disclosed activity consists of two Qualcomm partial sales in May 2026, each reported in the $500,001 to $1,000,000 range. The 2022 Treasury Bill purchase was separately reported in the $1,000,001 to $5,000,000 range. Qualcomm itself is a foundational supplier to the wireless industry, generating revenue both from chip sales into mobile devices, automotive systems, and IoT hardware, and from licensing its patent portfolio covering 4G and 5G cellular standards, giving it relevance to investors tracking both consumer electronics demand and telecom infrastructure buildout.

The 2021 filings record a wave of sales associated with the trust and its Merrill Lynch account labels; the 2022 filing records a large Treasury Bill purchase; and the 2026 filing records two partial Qualcomm sales. Beyond those data points, the transaction record is sparse, which itself is a pattern worth noting for anyone tracking how frequently this member discloses trading activity.

Disclosure and sourcing notes

Because this profile reflects disclosed transactions only, it does not establish what securities or assets, if any, remain in the trust today. Transaction data on this page is drawn from the member's Periodic Transaction Reports as filed with the U.S. House of Representatives. Source filings: March 2021 filing, May 2021 filing, July 2021 filing, August 2021 filing, June 2022 filing, and May 2026 filing. Disclosure amounts are reported in statutory ranges under the STOCK Act, not exact dollar figures, and disclosure dates can trail transaction dates by several weeks under House ethics filing rules; see the House Committee on Ethics financial disclosure guide. All 66 transactions in this dataset are attributed to Sara Jacobs under the filings' own attribution coding; no score is currently published for this member as of August 21, 2026.