Nancy PelosiFiling
Annual Report | Filed on 15 May 2023
This congressional financial disclosure from Nancy Pelosi (annual report) filed on May 15, 2023 contains 105 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 33 transactions disclosed beyond the 45-day STOCK Act deadline, with the latest filed 479 days after the trade date. Only 0% of transactions met the disclosure requirement.
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STOCK Act Compliance Violation
This filing contains 33 transaction(s) that were filed more than 45 days after the transaction date, violating the STOCK Act requirement for timely disclosure.
479
Days Late (Max)
0%
Compliance Rate
33/33
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
15 May 2023
Transactions
105 transactions
NVDA | S (partial) | 30 Dec 2022 | $250,001 - $500,000 | Sold 1,000 shares. C: Sold 1,000 shares at an average price of $292.89 for ... |
NFLX | S (partial) | 29 Dec 2022 | $250,001 - $500,000 | Sold 1,000 shares. C: Sold 1,000 shares at an average price of $290.04 for ... |
AB | S (partial) | 28 Dec 2022 | $500,001 - $1,000,000 | Sold 20,000 shares. C: Sold 20,000 shares at an average price of $32.95 for... |
GOOG | S | 28 Dec 2022 | $500,001 | Sold 10,000 shares. Alphabet Inc. - Class C Capital Stock (GOOG) [ST] |
12/28/2022S (partial) $25... | S (partial) | 28 Dec 2022 | $250,001 - $500,000 | Sold 5,000 shares. C: Sold 5,000 shares at an average price of $67.77 for a... |
CRM | S (partial) | 28 Dec 2022 | $100,001 - $250,000 | Sold 5,000 shares. C: Sold 5,000 shares at an average price of $26.05 for a... |
RBLX | P | 27 Dec 2022 | $15,001 - $50,000 | Additional investment in LLC which acquired five Courtyard by Marriott hote... |
GOOGL | S (partial) | 21 Dec 2022 | $500,001 - $1,000,000 | Sold 10,000 shares. Alphabet Inc. - Class A (GOOGL) [ST] |
PYPL | S (partial) | 21 Dec 2022 | $250,001 - $500,000 | Sold 5,000 shares. C: Sold 5,000 shares at an average price of $69.10 for a... |
WBD | S (partial) | 21 Dec 2022 | $500,001 - $1,000,000 | Sold 10,000 shares. C: Sold 10,000 shares at an average price of $87.58 for... |
GOOGL | S (partial) | 20 Dec 2022 | $500,001 - $1,000,000 | Sold 10,000 shares. Alphabet Inc. - Class A (GOOGL) [ST] |
TSLA | S | 20 Dec 2022 | $9.00 | Sold 130 call options purchased 12/20/21 with a strike price of $210 and an... |
V | S (partial) | 20 Dec 2022 | $500,001 - $1,000,000 | Sold 5,000 shares. C: Sold 5,000 shares at an average price of $140.38 for ... |
AXP | P | 16 Sept 2022 | $1,000,001 - $5,000,000 | Exercised 200 call options purchased 12/17/21 (20,000 shares) at a strike p... |
MSFT | S | 16 Sept 2022 | $15,001 - $50,000 | Sold 100 call options purchased 12/21/21 with a strike price of $50 and an ... |
PYPL | S | 16 Sept 2022 | $100,001 - $250,000 | Sold 50 call options purchased 7/23/21 with a strike price of $100 and an e... |
DIS | P | 16 Sept 2022 | $1.00 | 50 call options purchased 12/17/21 with a strike price of $130 and an expir... |
08/24/2022P$15,001 - $50,... | P | 24 Aug 2022 | $15,001 - $50,000 | Additional investment in LLC which acquired five Courtyard by Marriott hote... |
NVDA | S | 26 Jul 2022 | $1,000,001 - $5,000,000 | Sold 25,000 shares. C: Sold 25,000 shares at an average price of $165.05 fo... |
V | S (partial) | 21 Jun 2022 | $1,000,001 - $5,000,000 | Sold 10,000 shares. Visa Inc. (V) [ST] |
MU | S (partial) | 17 Jun 2022 | $100,001 - $250,000 | Sold 50 call options with a strike price of $100 and an expiration date of ... |
NVDA | P | 17 Jun 2022 | $1,000,001 - $5,000,000 | Exercised 200 call options (20,000 shares) expiring 6/17/22 at a strike pri... |
AAPL | P | 24 May 2022 | $250,001 - $500,000 | Purchased 50 call options with a strike price of $80 and an expiration date... |
MSFT | P | 24 May 2022 | $50,001 - $100,000 | Purchased 10 call options with a strike price of $180 and an expiration dat... |
NFLX | P | 24 May 2022 | $250,001 - $500,000 | Purchased 40 call options with a strike price of $180 and an expiration dat... |
AAPL | P | 13 May 2022 | $500,001 - $1,000,000 | Purchased 100 call options with a strike price of $80 and an expiration dat... |
Unknown | s | 11 Apr 2022 | $50,001 - $100,000 | 2419 shares received as the result of a spinoff of AT&T (T) shares held. * ... |
TSLA | P | 17 Mar 2022 | $1,000,001 - $5,000,000 | Exercised 25 call options (2,500 shares) expiring 3/18/22 at a strike price... |
GOOGL | P | 27 Jan 2022 | $250,001 - $500,000 | Purchased 10,000 units in a global asset management firm providing investme... |
AAPL | P | 21 Jan 2022 | $250,001 - $500,000 | Exercised 50 call options (5,000 shares) expiring 1/21/22 at a strike price... |
AAPL | P | 21 Jan 2022 | $1,000,001 - $5,000,000 | Exercised 100 call options (10,000 shares) expiring 1/21/22 at a strike pri... |
PYPL | P | 21 Jan 2022 | $500,001 - $1,000,000 | Exercised 50 call options (5,000 shares) expiring 1/21/22 at a strike price... |
DIS | P | 21 Jan 2022 | $1,000,001 - $5,000,000 | Exercised 100 call options (10,000 shares) expiring 1/21/22 at a strike pri... |
$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 | - |
AMZN | s | Unknown | $1,000 | 10 call options with a strike price of $2,000 and an expiration date of 9/1... |
AMZN | P | Unknown | $5,000,001 - $25,000,000 | - |
AXP | p | Unknown | $100,001 - $1,000,000 | 20 call options with a strike price of $3,000 and an expiration date of 6/1... |
AXP | s | Unknown | $500,001 - $1,000,000 | - |
AAPL | p | Unknown | $80 | 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 | - |
AAPL | p | Unknown | $1,001 - $2,500 | 100 call options with a strike price of $100 with an expiration date of 1/2... |
$500,001 - $1,000,000 Non... | p | Unknown | $500,001 - $1,000,000 | 100 call options with a strike price of $80 and an expiration date of 3/17/... |
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$1,001 - $15,000... |
SQ | s | Unknown | $1,001 - $15,000 | Washington, DC Block, Inc. Class A Common Stock, (SQ) [ST] |
$250,001 - $500,000 None ... | s | Unknown | $250,001 - $500,000 | - |
$15,001 - $50,000Partners... | P | Unknown | $15,001 - $50,000 | Limited partnership interest in shopping center. City Car Services LLC [OL] |
$50,001 - $100,000 None L... | P | Unknown | $50,001 - $100,000 | Limited partnership investment in limousine company. City National Bank - C... |
$250,001 - $500,000 Inter... | s | Unknown | $250,001 - $500,000 | 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 | $500,001 - $1,000,000 | - |
$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. AssetOwnerValue of Asset... |
$100,001 - $250,000 None ... | S | Unknown | $100,001 - $250,000 | Investment consulting company. Forty-Five Belden Corporation [OL] |
$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 | P | Unknown | $15,001 - $50,000 | - |
MSFT | p | Unknown | $100,001 - $1,000,000 | 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 | $250,001 - $500,000 | 50 call options with a strike price of $180 and an expiration date of 6/16/... |
$100,001 - $250,000 Divid... | s | Unknown | $100,001 - $250,000 | - |
NFLX | S | Unknown | $50,001 - $100,000 | Container leasing company. Netflix, Inc. (NFLX) [ST] |
$500,001 - $1,000,000 Cap... | p | Unknown | $500,001 - $1,000,000 | - |
NVDA | P | Unknown | $5,000,001 - $25,000,000 | General partner in 945 Battery Street office building. NVIDIA Corporation (... |
NVDA | p | Unknown | $100,001 - $1,000,000 | - |
PYPL | p | Unknown | $100,001 - $1,000,000 | 200 call options with a strike price of $100 and an expiration date of 6/17... |
PYPL | p | Unknown | $250,001 - $500,000 | - |
NoneNone D: 50 call optio... | p | Unknown | $100 | 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 None ... | s | Unknown | $250,001 - $500,000 | Investment in LLC which is acquiring three unique office buildings with a c... |
RBLX | P | Unknown | $250,001 - $500,000 | Investment in LLC which is acquiring eleven Marriott-branded hotels (Rogers... |
RBLX | p | Unknown | $100,001 - $250,000 | - |
$1 - $1,000None AssetOwne... | s | Unknown | $1 - $1,000 | 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 | $100,001 - $1,000,000 | 130 call options with a strike price of $210 and an expiration date of 1/20... |
$1,000,001 - $5,000,000 N... | S | Unknown | $1,000,001 - $5,000,000 | - |
TSLA | P | Unknown | $250,001 - $500,000 | Limited partner in undeveloped residential real estate investment. Tesla, I... |
TSLA | p | Unknown | $250,001 - $500,000 | - |
NoneNone D: 25 call optio... | p | Unknown | $500 | 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 D: Common... | s | Unknown | $1 - $1,000 | Common stock not actively traded. Union Bank of California - Checking Accou... |
$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 AssetOwnerValue of AssetIncome Type(s)IncomeTx. > $1,000?... |
DIS | p | Unknown | $1,000,001 - $5,000,000 | - |
DIS | p | Unknown | $500,001 - $1,000,000 | - |
WBD | p | Unknown | $100,001 - $1,000,000 | 100 call options with a strike price of $100 with an expiration date of 1/2... |
$15,001 - $50,000None Wel... | s | Unknown | $15,001 - $50,000 | San Francisco, CA * For the complete list of asset type abbreviations, plea... |
DIS | S (partial) | Unknown | $1,000,001 - $5,000,000 | Sold 20,000 shares. Walt Disney Company (DIS) [ST] |
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 ... |