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Nancy Pelosi Filing

Annual Report | Filed on 15 May 2024

STOCK Act Compliance Violation

This filing contains 5 transactions that were filed more than 45 days after the transaction date, violating the STOCK Act requirement for timely disclosure.

481
Days Late (Max)
0%
Compliance Rate
5/5
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 Pelosi
Filing Type
Annual Report
Filed Date
15 May 2024
View Original Filing (PDF)

Transactions

69 transactions
11/22/2023P$1,000,001 - $5,000,000 D: Pu...
P22 Nov 2023$1,000,001 - $5,000,000Purchased 50 call options with a strike price of $120 and an...
MSFT
P15 Jun 2023$250,001 - $500,000Exercised 50 call options purchased 5/24/22 (5,000 shares) a...
NVDA
P15 Jun 2023$500,001 - $1,000,000Exercised 50 call options purchased 5/24/22 (5,000 shares) a...
AAPL
P17 Mar 2023$500,001 - $1,000,000Exercised 100 call options purchased 5/13/22 (10,000 shares)...
Unknown
P20 Jan 2023$1.00100 call options purchased 12/20/21 with a strike price of $...
$5,000,001 - $25,000,000 Rent$100,001 - ...
SUnknown$5,000,001 - $25,000,000-
AB
SUnknown$5,000,001 - $25,000,000-
GOOGL
PUnknown$1,000,001 - $5,000,000Limited partnership in a global asset management firm provid...
AMZN
SUnknown$5,000,001 - $25,000,000-
AXP
sUnknown$5,000,001 - $25,000,000-
AAPL
sUnknown$500,001 - $1,000,000-
AAPL
sUnknown$25,000,001 - $50,000,000-
NoneNone D: 100 call options with a stri...
pUnknown$80100 call options with a strike price of $80 and an expiratio...
T
SUnknown$15,001 - $50,000Limited partnership investment in Aristotle Publishing, Inc....
$100,001 - $250,000 Dividends$5,001 - $1...
sUnknown$100,001 - $250,000-
$5,000,001 - $25,000,000 Partnership Los...
PUnknown$5,000,001 - $25,000,000Limited partnership investment in resort hotel. Bank of Amer...
$1,001 - $15,000None D: San Francisco, C...
SUnknown$1,001 - $15,000San Francisco, CA Bank of America - Checking Account [BA]JT$...
SQ
sUnknown$1,001 - $15,000Washington, DC Block, Inc. Class A Common Stock, (SQ) [ST]
$250,001 - $500,000 None Borel Real Esta...
sUnknown$250,001 - $500,000-
$15,001 - $50,000Partnership Loss, Rent ...
PUnknown$15,001 - $50,000Limited partnership interest in shopping center. City Car Se...
$50,001 - $100,000 None L: Hingham/Plymo...
PUnknown$50,001 - $100,000Limited partnership investment in limousine company. AssetOw...
$100,001 - $250,000 Interest$1 - $200 D:...
sUnknown$100,001 - $250,000San Francisco, CA City National Securities - Brokerage Money...
CLNE
sUnknown$15,001 - $50,000-
CMCSA
sUnknown$15,001 - $50,000-
$500,001 - $1,000,000 Dividends$15,001 -...
sUnknown$500,001 - $1,000,000Washington, DC CrowdStrike Holdings, Inc. - Class A (CRWD) [...
DBX
pUnknown$1,000,001 - $5,000,000-
$100,001 - $250,000 None EDI Associates
sUnknown$100,001 - $250,000-
$250,001 - $500,000 Partnership Income $...
PUnknown$250,001 - $500,000Limited partnership investment in El Dorado Hotel. Financial...
$100,001 - $250,000 None L: San Francisc...
SUnknown$100,001 - $250,000Investment consulting company. Forty-Five Belden Corporation...
$1,000,001 - $5,000,000 Partnership Loss...
PUnknown$1,000,001 - $5,000,000Investment management company. Global Ambassador Concierge L...
IBKR
sUnknown$15,001 - $50,000Limited partnership interest in concierge services for inter...
$100,001 - $250,000 Dividends$201 - $1,0...
sUnknown$100,001 - $250,000-
MSFT
sUnknown$15,001 - $50,000-
MSFT
sUnknown$5,000,001 - $25,000,000-
MORN
pUnknown$18050 call options with a strike price of $180 and an expiratio...
$250,001 - $500,000 Dividends$1,001 - $2...
sUnknown$250,001 - $500,000-
NFLX
SUnknown$50,001 - $100,000Container leasing company. Netflix, Inc. (NFLX) [ST]
$1,000,001 - $5,000,000 None Nine Forty ...
UnknownUnknown$1,000,001 - $5,000,000-
$5,000,001 - $25,000,000 Partnership Inc...
PUnknown$5,000,001 - $25,000,000General partner in 945 Battery Street office building. NVIDI...
PYPL
pUnknown$1,000,001 - $5,000,00050 call options with a strike price of $120 and an expiratio...
$250,001 - $500,000 None Piatti Restaura...
PUnknown$250,001 - $500,000-
QCOM
PUnknown$1,000,001 - $5,000,000Limited partnership investment in restaurant company. QUALCO...
$15,001 - $50,000Dividends$201 - $1,000 ...
sUnknown$15,001 - $50,000-
$250,001 - $500,000 Partnership Loss$15,...
PUnknown$250,001 - $500,000Investment in LLC which acquired five Courtyard Marriott hot...
$250,001 -Partnership$15,001 - $50,000 A...
PUnknown$250,001Investment in LLC which is acquiring three unique office bui...
$250,001 - $500,000 Partnership Loss$50,...
PUnknown$250,001 - $500,000Investment in LLC which is acquiring eleven Marriott-branded...
RBLX
PUnknown$250,001 - $500,000Investment in LLC which is acquiring and restoring a luxury ...
RBLX
pUnknown$100,001 - $250,000-
NoneCapital Loss$100,001 - $1,000,000 D:...
pUnknown$100,001 - $1,000,000100 call options with a strike price of $100 and an expirati...
CRM
PUnknown$5,000,001 - $25,000,000Limited partner in undeveloped residential real estate inves...
$5,000,001 - $25,000,000 None Stoneridge...
SUnknown$5,000,001 - $25,000,000-
TSLA
PUnknown$250,001 - $500,000Limited partner in undeveloped residential real estate inves...
$500,001 - $1,000,000 None Thirteen Hund...
SUnknown$500,001 - $1,000,000-
$5,000,001 - $25,000,000 Partnership Inc...
PUnknown$5,000,001 - $25,000,000General partner in 1301 Sansome Street office building. Trip...
$1 - $1,000None D: Common stock not acti...
sUnknown$1 - $1,000Common stock not actively traded. AssetOwnerValue of AssetIn...
$1 - $1,000None D: San Francisco, CA U.S...
SUnknown$1 - $1,000San Francisco, CA U.S. Bank - Money Market Account [BA]
$1 - $1,000None D: San Francisco, CA U.S...
SUnknown$1 - $1,000San Francisco, CA U.S. Bank - Pelosi Trust Checking Account ...
V
SUnknown$1 - $1,000San Francisco, CA Visa Inc. (V) [ST]
DIS
sUnknown$1,000,001 - $5,000,000-
WBD
sUnknown$500,001 - $1,000,000-
$15,001 - $50,000None Wells Fargo Bank -...
sUnknown$15,001 - $50,000San Francisco, CA * For the complete list of asset type abbr...
AAPL
S (partial)Unknown$500,001 - $1,000,000Contribution of 2,900 shares held personally to Trinity Coll...
RBLX
PUnknown$500,001 - $1,000,000Investment in LLC which is acquiring and restoring a luxury ...
Unknown
PUnknown$1,000,001 - $5,000,000-
Unknown
sUnknown$1,000,001 - $5,000,000-
Unknown
SUnknown$500,001 - $1,000,000-
Unknown
SUnknown$1,000,001 - $5,000,000-
Unknown
SUnknown$1,000,001 - $5,000,000-
Unknown
SUnknown$25,000,001 - $50,000,000A None disclosed. S G: G None disclosed. S H: T P R None dis...
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