Nancy PelosiFiling
Annual Report | Filed on 16 May 2022
This congressional financial disclosure from Nancy Pelosi (annual report) filed on May 16, 2022 contains 96 stock trades including AB, GOOGL, AMZN, AXP, AAPL and 20 more. Under the STOCK Act, members of Congress must disclose securities transactions within 45 days.
This filing contains 21 transactions disclosed beyond the 45-day STOCK Act deadline, with the latest filed 452 days after the trade date. Only 0% of transactions met the disclosure requirement.
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STOCK Act Compliance Violation
This filing contains 21 transaction(s) that were filed more than 45 days after the transaction date, violating the STOCK Act requirement for timely disclosure.
452
Days Late (Max)
0%
Compliance Rate
21/21
Non-Compliant
About the STOCK Act: The Stop Trading on Congressional Knowledge Act requires members of Congress to disclose stock trades within 45 days of the transaction date. Late filings may result in fines and reduce transparency in congressional trading activities.
Politician Name
Nancy PelosiFiling Type
Annual Report
Filed Date
16 May 2022
Transactions
96 transactions
AAPL | S (partial) | 30 Dec 2021 | $500,001 - $1,000,000 | Contribution of 3,000 shares held personally to the Paul F. Pelosi Endowed ... |
MU | S (partial) | 30 Dec 2021 | $500,001 - $1,000,000 | Contribution of 3,000 shares held personally to Trinity College. Micron Tec... |
12/22/2021P$50,001 - $100... | P | 22 Dec 2021 | $50,001 - $100,000 | Additional investment in LLC which acquired five Courtyard by Marriott hote... |
MSFT | P | 21 Dec 2021 | $250,001 - $500,000 | Purchased 100 call options with a strike price of $50 and an expiration dat... |
CRM | P | 20 Dec 2021 | $250,001 - $500,000 | Purchased 100 call options with a strike price of $100 and an expiration da... |
CRM | P | 20 Dec 2021 | $500,001 - $1,000,000 | Purchased 100 call options with a strike price of $210 and an expiration da... |
WORK | P | 20 Dec 2021 | $100,001 - $250,000 | Purchased 30 call options with a strike price of $210 and an expiration dat... |
AMZN | P | 17 Dec 2021 | $500,001 - $1,000,000 | Purchased 10 call options with a strike price of $2000 and an expiration da... |
Unknown | P | 17 Dec 2021 | $100,001 | Purchased 50 call options with a strike price of $130 and an expiration dat... |
NVDA | P | 23 Jul 2021 | $500,001 - $1,000,000 | Purchased 5,000 shares. NVIDIA Corporation (NVDA) [OP] |
07/23/2021P$250,001 - $50... | P | 23 Jul 2021 | $250,001 - $500,000 | Purchased 50 call options with a strike price of $100 and an expiration dat... |
DIS | S | 22 Jul 2021 | $250,001 - $500,000 | 10,000 shares of Slack Technologies Inc. exchanged for 776 shares of Salesf... |
07/13/2021P$250,001 - $50... | P | 13 Jul 2021 | $250,001 - $500,000 | Investment in LLC which is acquiring eleven Marriott-branded hotels (Rogers... |
GOOG | P | 18 Jun 2021 | $1,000,001 - $5,000,000 | Exercised 40 call options (4,000 shares) expiring 6/18/21 at a strike price... |
AAPL | P | 21 May 2021 | $500,001 - $1,000,000 | Purchased 20 call options with a strike price of $3,000 and an expiration d... |
AAPL | P | 21 May 2021 | $100,001 - $250,000 | Purchased 50 call options with a strike price of $100 and an expiration dat... |
MSFT | P | 19 Mar 2021 | $1,000,001 - $5,000,000 | Exercised 150 call options (15,000 shares) expiring 3/19/2021 at a strike p... |
NVDA | P | 19 Mar 2021 | $1,000,001 - $5,000,000 | Exercised 100 call options (10,000 shares) expiring 3/19/2021 at a strike p... |
RBLX | P | 10 Mar 2021 | $500,001 - $1,000,000 | Purchased 10,000 shares. Roblox Corporation Class A (RBLX) [OP] |
GOOGL | P | 23 Feb 2021 | $500,001 - $1,000,000 | Purchased 25,000 units in a global asset management firm providing investme... |
AB | P | 18 Feb 2021 | $500,001 - $1,000,000 | Purchased 15,000 units in a global asset management firm providing investme... |
$5,000,001 - $25,000,000 ... | S | Unknown | $5,000,001 - $25,000,000 | - |
AB | S | Unknown | $5,000,001 - $25,000,000 | - |
GOOGL | P | Unknown | $1,000,001 - $5,000,000 | Limited partnership in a global asset management firm providing investment ... |
GOOGL | p | Unknown | $5,000,001 - $25,000,000 | - |
GOOGL | p | Unknown | $500,001 - $1,000,000 | 10 call options with a strike price of $2,000 and an expiration date of 9/1... |
AMZN | p | Unknown | $1,200 | 40 call options with a strike price of $1,200 with an expiration date of 6/... |
AMZN | P | Unknown | $5,000,001 - $25,000,000 | - |
AXP | p | Unknown | $500,001 - $1,000,000 | 20 call options with a strike price of $3,000 and an expiration date of 6/1... |
AAPL | p | Unknown | $250,001 - $500,000 | 50 call options with a strike price of $80 with an expiration date of 1/21/... |
AAPL | s | Unknown | $5,000,001 - $25,000,000 | - |
$1,000,001 - $5,000,000 N... | p | Unknown | $1,000,001 - $5,000,000 | 100 call options with a strike price of $100 with an expiration date of 1/2... |
T | S | Unknown | $15,001 - $50,000 | Limited partnership investment in Aristotle Publishing, Inc. AT&T Inc. (T) ... |
$100,001 - $250,000 Divid... | s | Unknown | $100,001 - $250,000 | - |
$5,000,001 - $25,000,000 ... | P | Unknown | $5,000,001 - $25,000,000 | Limited partnership investment in resort hotel. Bank of America - Checking ... |
$1,001 - $15,000None D: S... | S | Unknown | $1,001 - $15,000 | San Francisco, CA Bank of America - Checking Account [BA]JT$1 - $1,000None ... |
SQ | s | Unknown | $1 - $1,000 | Washington, DC AssetOwnerValue of AssetIncome Type(s)IncomeTx. > $1,000? Bl... |
$500,001 - $1,000,000 Non... | s | Unknown | $500,001 - $1,000,000 | - |
$1,001 - $15,000Partnersh... | P | Unknown | $1,001 - $15,000 | Limited partnership interest in shopping center. City Car Services LLC [OL] |
$50,001 - $100,000 Partne... | P | Unknown | $50,001 - $100,000 | Limited partnership investment in limousine company. City National Bank - C... |
$100,001 - $250,000 Inter... | s | Unknown | $100,001 - $250,000 | San Francisco, CA City National Securities - Brokerage Money Market Account... |
CLNE | s | Unknown | $15,001 - $50,000 | - |
CMCSA | s | Unknown | $15,001 - $50,000 | - |
$500,001 - $1,000,000 Div... | s | Unknown | $500,001 - $1,000,000 | Washington, DC CrowdStrike Holdings, Inc. - Class A (CRWD) [ST] |
DBX | p | Unknown | $1,000,001 - $5,000,000 | - |
$100,001 - $250,000 None ... | s | Unknown | $100,001 - $250,000 | - |
$250,001 - $500,000 Partn... | P | Unknown | $250,001 - $500,000 | Limited partnership investment in El Dorado Hotel. Financial Leasing Servic... |
$100,001 - $250,000 None ... | S | Unknown | $100,001 - $250,000 | Investment consulting company. AssetOwnerValue of AssetIncome Type(s)Income... |
$1,000,001 - $5,000,000 P... | P | Unknown | $1,000,001 - $5,000,000 | Investment management company. Global Ambassador Concierge LLC [OL] |
IBKR | s | Unknown | $15,001 - $50,000 | Limited partnership interest in concierge services for international travel... |
$100,001 - $250,000 Divid... | s | Unknown | $100,001 - $250,000 | - |
MU | s | Unknown | $50,001 - $100,000 | - |
MSFT | p | Unknown | $250,001 - $500,000 | 100 call options with a strike price of $50 and an expiration date of 9/16/... |
MSFT | s | Unknown | $5,000,001 - $25,000,000 | - |
MORN | p | Unknown | $130 | 150 call options with a strike price of $130 with an expiration date of 3/1... |
$250,001 - $500,000 Divid... | s | Unknown | $250,001 - $500,000 | - |
NonePartnership Income $1... | P | Unknown | $1,000,001 - $5,000,000 | Undeveloped residential real estate investment. Nautilus Leasing Services [... |
NFLX | S | Unknown | $50,001 - $100,000 | Container leasing company. Netflix, Inc. (NFLX) [ST] |
$1,000,001 - $5,000,000 N... | Unknown | Unknown | $1,000,001 - $5,000,000 | - |
NVDA | P | Unknown | $5,000,001 - $25,000,000 | General partner in 945 Battery Street office building. NVIDIA Corporation (... |
NVDA | s | Unknown | $1,000,001 - $5,000,000 | - |
$1,000,001 - $5,000,000 N... | p | Unknown | $1,000,001 - $5,000,000 | 200 call options with a strike price of $100 and an expiration date of 6/17... |
PYPL | P | Unknown | $15,001 - $50,000 | Limited partnership interest in venture capital investment firm. PayPal Hol... |
PYPL | P | Unknown | $1,000,001 - $5,000,000 | - |
$250,001 - $500,000 None ... | p | Unknown | $250,001 - $500,000 | 50 call options with a strike price of $100 with an expiration date of 1/21... |
QCOM | P | Unknown | $1,000,001 - $5,000,000 | Limited partnership investment in restaurant company. QUALCOMM Incorporated... |
$15,001 - $50,000Dividend... | s | Unknown | $15,001 - $50,000 | - |
$250,001 - $500,000 Partn... | P | Unknown | $250,001 - $500,000 | Investment in LLC which acquired five Courtyard Marriott hotels located in ... |
$250,001 - $500,000 Partn... | P | Unknown | $250,001 - $500,000 | Investment in LLC which is acquiring three unique office buildings with a c... |
RBLX | P | Unknown | $100,001 - $250,000 | Investment in LLC which is acquiring eleven Marriott-branded hotels (Rogers... |
RBLX | p | Unknown | $1,000,001 - $5,000,000 | - |
$250,001 - $500,000 None ... | p | Unknown | $250,001 - $500,000 | 100 call options with a strike price of $100 and an expiration date of 1/20... |
CRM | P | Unknown | $5,000,001 - $25,000,000 | Limited partner in undeveloped residential real estate investment. Salesfor... |
CRM | p | Unknown | $500,001 - $1,000,000 | 130 call options with a strike price of $210 and an expiration date of 1/20... |
$5,000,001 - $25,000,000 ... | S | Unknown | $5,000,001 - $25,000,000 | - |
WORK | P | Unknown | $1,000,001 - $5,000,000 | Limited partnership in undeveloped real estate investment. Slack Technologi... |
SQ | p | Unknown | $100,001 - $1,000,000 | - |
NoneNone Stoneridge LLC | S | Unknown | Unknown | - |
TSLA | P | Unknown | $250,001 - $500,000 | Limited partner in undeveloped residential real estate investment. Tesla, I... |
$1,000,001 - $5,000,000 N... | p | Unknown | $1,000,001 - $5,000,000 | 25 call options with a strike price of $500 with an expiration date of 3/18... |
$5,000,001 - $25,000,000 ... | P | Unknown | $5,000,001 - $25,000,000 | General partner in 1301 Sansome Street office building. Tripath Technology ... |
$1 - $1,000None AssetOwne... | s | Unknown | $1 - $1,000 | Common stock not actively traded. Trivium LLC [OL] |
NonePartnership Loss$15,0... | P | Unknown | $15,001 - $50,000 | Limited partnership investment in E-business software solutions company. Un... |
$1 - $1,000None D: San Fr... | S | Unknown | $1 - $1,000 | San Francisco, CA Union Bank of California - Money Market Account [BA] |
$1 - $1,000None D: San Fr... | S | Unknown | $1 - $1,000 | San Francisco, CA Union Bank of California - Pelosi Trust Checking Account ... |
V | s | Unknown | $1 - $1,000 | San Francisco, CA Visa Inc. (V) [ST] |
DIS | s | Unknown | $5,000,001 - $25,000,000 | - |
DIS | s | Unknown | $1,000,001 - $5,000,000 | - |
$500,001 - $1,000,000 Non... | p | Unknown | $500,001 - $1,000,000 | 100 call options with a strike price of $100 with an expiration date of 1/2... |
NVDA | P | Unknown | $1,000,001 - $5,000,000 | Purchased 50 call options with a strike price of $400 and an expiration dat... |
Unknown | P | Unknown | $1,000,001 - $5,000,000 | - |
Unknown | s | Unknown | $1,000,001 - $5,000,000 | - |
Unknown | S | Unknown | $500,001 - $1,000,000 | - |
Unknown | S | Unknown | $1,000,001 - $5,000,000 | - |
Unknown | S | Unknown | $1,000,001 - $5,000,000 | - |
Unknown | S | Unknown | $25,000,001 - $50,000,000 | A None disclosed. S G: G None disclosed. S H: T P R None disclosed. S I: P ... |