Nancy PelosiFiling
Annual Report | Filed on 15 May 2024
This congressional financial disclosure from Nancy Pelosi (annual report) filed on May 15, 2024 contains 69 stock trades including AB, GOOGL, AMZN, AXP, AAPL and 18 more. Under the STOCK Act, members of Congress must disclose securities transactions within 45 days.
This filing contains 5 transactions disclosed beyond the 45-day STOCK Act deadline, with the latest filed 481 days after the trade date. Only 0% of transactions met the disclosure requirement.
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STOCK Act Compliance Violation
This filing contains 5 transaction(s) that were filed more than 45 days after the transaction date, violating the STOCK Act requirement for timely disclosure.
Transactions
11/22/2023P$1,000,001 - $... | P | 22 Nov 2023 | $1,000,001 - $5,000,000 | Purchased 50 call options with a strike price of $120 and an expiration dat... |
MSFT | P | 15 Jun 2023 | $250,001 - $500,000 | Exercised 50 call options purchased 5/24/22 (5,000 shares) at a strike pric... |
NVDA | P | 15 Jun 2023 | $500,001 - $1,000,000 | Exercised 50 call options purchased 5/24/22 (5,000 shares) at a strike pric... |
AAPL | P | 17 Mar 2023 | $500,001 - $1,000,000 | Exercised 100 call options purchased 5/13/22 (10,000 shares) at a strike pr... |
Unknown | P | 20 Jan 2023 | $1.00 | 100 call options purchased 12/20/21 with a strike price of $100 and an expi... |
$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 ... |
AMZN | S | Unknown | $5,000,001 - $25,000,000 | - |
AXP | s | Unknown | $5,000,001 - $25,000,000 | - |
AAPL | s | Unknown | $500,001 - $1,000,000 | - |
AAPL | s | Unknown | $25,000,001 - $50,000,000 | - |
NoneNone D: 100 call opti... | p | Unknown | $80 | 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. AssetOwnerValue of Ass... |
$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. 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 | - |
MSFT | s | Unknown | $15,001 - $50,000 | - |
MSFT | s | Unknown | $5,000,001 - $25,000,000 | - |
MORN | p | Unknown | $180 | 50 call options with a strike price of $180 and an expiration date of 6/16/... |
$250,001 - $500,000 Divid... | s | Unknown | $250,001 - $500,000 | - |
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 | - |
$5,000,001 - $25,000,000 ... | P | Unknown | $5,000,001 - $25,000,000 | General partner in 945 Battery Street office building. NVIDIA [OP] |
PYPL | p | Unknown | $1,000,001 - $5,000,000 | 50 call options with a strike price of $120 and an expiration date of 12/20... |
$250,001 - $500,000 None ... | P | Unknown | $250,001 - $500,000 | - |
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 -Partnership$15,... | P | Unknown | $250,001 | Investment in LLC which is acquiring three unique office buildings with a c... |
$250,001 - $500,000 Partn... | P | Unknown | $250,001 - $500,000 | Investment in LLC which is acquiring eleven Marriott-branded hotels (Rogers... |
RBLX | P | Unknown | $250,001 - $500,000 | Investment in LLC which is acquiring and restoring a luxury hotel property ... |
RBLX | p | Unknown | $100,001 - $250,000 | - |
NoneCapital Loss$100,001 ... | p | Unknown | $100,001 - $1,000,000 | 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... |
$5,000,001 - $25,000,000 ... | S | Unknown | $5,000,001 - $25,000,000 | - |
TSLA | P | Unknown | $250,001 - $500,000 | Limited partner in undeveloped residential real estate investment. Tesla, I... |
$500,001 - $1,000,000 Non... | S | Unknown | $500,001 - $1,000,000 | - |
$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. AssetOwnerValue of AssetIncome Type(s)Inc... |
$1 - $1,000None D: San Fr... | S | Unknown | $1 - $1,000 | San Francisco, CA U.S. Bank - Money Market Account [BA] |
$1 - $1,000None D: San Fr... | S | Unknown | $1 - $1,000 | San Francisco, CA U.S. Bank - Pelosi Trust Checking Account [BA] |
V | S | Unknown | $1 - $1,000 | San Francisco, CA Visa Inc. (V) [ST] |
DIS | s | Unknown | $1,000,001 - $5,000,000 | - |
WBD | s | Unknown | $500,001 - $1,000,000 | - |
$15,001 - $50,000None Wel... | s | Unknown | $15,001 - $50,000 | San Francisco, CA * For the complete list of asset type abbreviations, plea... |
AAPL | S (partial) | Unknown | $500,001 - $1,000,000 | Contribution of 2,900 shares held personally to Trinity College. Apple Inc.... |
RBLX | P | Unknown | $500,001 - $1,000,000 | Investment in LLC which is acquiring and restoring a luxury hotel property ... |
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 ... |