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Nancy Pelosi Filing
Annual Report | Filed on 13 Aug 2021
STOCK Act Compliance Violation
This filing contains 23 transactions that were filed more than 45 days after the transaction date, violating the STOCK Act requirement for timely disclosure.
575
Days Late (Max)
0%
Compliance Rate
23/23
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
13 Aug 2021
Transactions
104 transactions
GOOGL | P | 22 Dec 2020 | $500,001 - $1,000,000 | Purchased 20,000 units in a global asset management firm pro... |
CRWD | P | 22 Dec 2020 | $250,001 - $500,000 | Purchased 100 call options with a strike price of $100 and a... |
V | P | 22 Dec 2020 | $500,001 - $1,000,000 | Purchased 25 call options with a strike price of $500 and an... |
Unknown | P | 22 Dec 2020 | $500,001 - $1,000,000 | Purchased 100 call options with a strike price of $100 and a... |
AAPL | P | 24 Jun 2020 | $100,001 - $250,000 | Purchased 50 call options with a strike price of $80 and an ... |
06/24/2020P$250,001 - $500,000 DESCRIPTI... | P | 24 Jun 2020 | $250,001 - $500,000 | Purchased 50 call options with a strike price of $100 and an... |
AAPL | S | 18 Jun 2020 | $1,000,001 - $5,000,000 | Sold 100 call options with a strike price of $145 and an exp... |
PYPL | P | 18 Jun 2020 | $1,000,001 - $5,000,000 | Exercised 50 call options (5,000 shares) expiring 6/19/2020 ... |
WORK | P | 18 Jun 2020 | $1,000,001 - $5,000,000 | Exercised 100 call options (10,000 shares) expiring 6/19/202... |
PYPL | P | 12 Jun 2020 | $500,001 - $1,000,000 | Purchased 5,000 shares. |
PYPL | P | 12 Jun 2020 | $500,001 - $1,000,000 | Purchased 5,000 shares. |
04/28/2020P$15,001 - $50,000 DESCRIPTION... | P | 28 Apr 2020 | $15,001 - $50,000 | Additional investment in LLC which acquired five Courtyard b... |
MORN | P | 28 Feb 2020 | $100,001 - $250,000 | Purchased 50 call options with a strike price of $130 and an... |
AMZN | P | 27 Feb 2020 | $500,001 - $1,000,000 | Purchased 40 call options with a strike price of $1200 and a... |
MSFT | P | 21 Feb 2020 | $500,001 - $1,000,000 | Purchased 100 call options with a strike price of $130 and a... |
MSFT | P | 20 Feb 2020 | $250,001 - $500,000 | Purchased 100 call options with a strike price of $140 and a... |
TSLA | P | 20 Feb 2020 | $250,001 - $500,000 | Purchased 10,000 shares. |
01/21/2020P$50,001 - $100,000 DESCRIPTIO... | P | 21 Jan 2020 | $50,001 - $100,000 | Additional investment in LLC which acquired five Courtyard b... |
AMZN | P | 16 Jan 2020 | $1,000,001 - $5,000,000 | Exercised 30 call options (3,000 shares) expiring 1/17/20 at... |
AMZN | S | 16 Jan 2020 | $250,001 - $500,000 | Sold 20 call options with a strike price of $1,700 and an ex... |
AXP | S | 16 Jan 2020 | $250,001 - $500,000 | Sold 20 call options with a strike price of $1,600 and an ex... |
FB | P | 16 Jan 2020 | $250,001 - $500,000 | Exercised 30 call options (3,000 shares) expiring 1/17/20 at... |
FB | P | 16 Jan 2020 | $250,001 - $500,000 | Exercised 20 call options (2,000 shares) expiring 1/17/20 at... |
$5,000,001 - $25,000,000 Rent$100,001 - ... | S | Unknown | $5,000,001 - $25,000,000 | - |
AB | S | Unknown | $5,000,001 - $25,000,000 | - |
GOOGL | S | Unknown | $500,001 - $1,000,000 | Limited partnership in a global asset management firm provid... |
AMZN | S | Unknown | $1,000,001 - $5,000,000 | 40 call options with a strike price of $1,200 with an expira... |
AMZN | P | Unknown | $5,000,001 | - |
AXP | p | Unknown | $100,001 - $1,000,000 | 40 call options with a strike price of $1700 with an expirat... |
AAPL | S | Unknown | $100,001 - $250,000 | 50 call options with a strike price of $80 with an expiratio... |
AAPL | p | Unknown | $5,000,001 - $25,000,000 | - |
AAPL | S | Unknown | $250,001 - $500,000 | 100 call options with a strike price of $100 with an expirat... |
NoneCapital Gains$1,000,001 - $5,000,000... | p | Unknown | $1,000,001 - $5,000,000 | 100 call options with a strike price of $145 with an expirat... |
T | S | Unknown | $15,001 - $50,000 | Limited partnership investment in Aristotle Publishing, Inc. |
$250,001 - $500,000 Dividends$15,001 - $... | s | Unknown | $250,001 - $500,000 | - |
$5,000,001 - $25,000,000 Partnership Los... | P | Unknown | $5,000,001 - $25,000,000 | Limited partnership investment in resort hotel. |
$1 - $1,000None gfedc DESCRIPTION: Washi... | S | Unknown | $1 - $1,000 | Washington, DC Bank of America - Checking Account [BA]JT$1 -... |
$1,001 - $15,000None gfedc DESCRIPTION: ... | S | Unknown | $1,001 - $15,000 | San Francisco, CA assetownervalue of assetincome type(s) inc... |
$15,001 - $50,000Partnership Loss, Rent ... | P | Unknown | $15,001 - $50,000 | Limited partnership interest in shopping center. |
$50,001 - $100,000 Partnership Loss$5,00... | P | Unknown | $50,001 - $100,000 | Limited partnership investment in limousine company. |
$100,001 - $250,000 Interest$1 - $200 gf... | s | Unknown | $100,001 - $250,000 | San Francisco, CA City National Securities - Brokerage Money... |
CLNE | s | Unknown | $1,001 - $15,000 | - |
CMCSA | s | Unknown | $15,001 - $50,000 | - |
$1,000,001 - $5,000,000 Dividends$15,001... | s | Unknown | $1,000,001 - $5,000,000 | Washington, DC CrowdStrike Holdings, Inc. |
DBX | p | Unknown | $1,000,001 - $5,000,000 | - |
$100,001 - $250,000 None gfedc EDI Assoc... | s | Unknown | $100,001 - $250,000 | - |
FB | P | Unknown | $250,001 - $500,000 | Limited partnership investment in El Dorado Hotel. |
FB | p | Unknown | $100,001 - $1,000,000 | - |
NoneNone gfedc DESCRIPTION: 20 call opti... | S | Unknown | $150 | 20 call options with a strike price of $150 with an expirati... |
$100,001 - $250,000 None gfedc LOCATION:... | S | Unknown | $100,001 - $250,000 | Investment consulting company. |
$1,000,001 - $5,000,000 Partnership Loss... | P | Unknown | $1,000,001 - $5,000,000 | Investment management company. |
IBKR | s | Unknown | $15,001 - $50,000 | Limited partnership interest in concierge services for inter... |
$100,001 - $250,000 Capital Gains, Divid... | p | Unknown | $100,001 - $250,000 | - |
MSFT | s | Unknown | $50,001 - $100,000 | - |
MORN | S | Unknown | $1,000,001 - $5,000,000 | 150 call options with a strike price of $130 with an expirat... |
$100,001 - $250,000 Capital Gains, Divid... | p | Unknown | $100,001 - $250,000 | - |
$250,001 - $500,000 Partnership Loss$201... | P | Unknown | $250,001 - $500,000 | Undeveloped residential real estate investment. |
NFLX | S | Unknown | $50,001 - $100,000 | Container leasing company. |
NFLX | P | Unknown | $1,000,001 - $5,000,000 | - |
NoneNone gfedc DESCRIPTION: 50 call opti... | S | Unknown | $250 | 50 call options with a strike price of $250 and an expiratio... |
$5,000,001 - $25,000,000 Partnership Los... | P | Unknown | $5,000,001 - $25,000,000 | General partner in 945 Battery Street office building. |
PYPL | S | Unknown | $15,001 - $50,000 | Limited partnership interest in venture capital investment f... |
PYPL | P | Unknown | $1,000,001 - $5,000,000 | - |
$500,001 - $1,000,000 None gfedcb DESCRI... | S | Unknown | $500,001 - $1,000,000 | 50 call options with a strike price of $100 with an expirati... |
QCOM | P | Unknown | $1,000,001 - $5,000,000 | Limited partnership investment in restaurant company. |
$15,001 - $50,000Dividends$201 - $1,000 ... | s | Unknown | $15,001 - $50,000 | - |
$250,001 - $500,000 Partnership Loss$50,... | P | Unknown | $250,001 - $500,000 | Investment in LLC which acquired five Courtyard Marriott hot... |
$250,001 - $500,000 Partnership Income $... | P | Unknown | $250,001 - $500,000 | Investment in LLC which is acquiring three unique office bui... |
CRM | P | Unknown | $5,000,001 - $25,000,000 | Limited partner in undeveloped residential real estate inves... |
CRM | S | Unknown | $1,000,001 - $5,000,000 | - |
NoneNone gfedc DESCRIPTION: 100 call opt... | S | Unknown | $140 | 100 call options with a strike price of $140 and an expirati... |
WORK | P | Unknown | $250,001 - $500,000 | Limited partnership in undeveloped real estate investment. |
SQ | S | Unknown | $250,001 - $500,000 | - |
$1,000,001 - $5,000,000 None gfedc Stone... | S | Unknown | $1,000,001 - $5,000,000 | - |
TSLA | P | Unknown | $250,001 - $500,000 | Limited partner in undeveloped residential real estate inves... |
$500,001 - $1,000,000 None gfedcb DESCRI... | S | Unknown | $500,001 - $1,000,000 | 25 call options with a strike price of $500 with an expirati... |
$5,000,001 - $25,000,000 Partnership Inc... | P | Unknown | $5,000,001 - $25,000,000 | General partner in 1301 Sansome Street office building. |
$1 - $1,000None gfedc DESCRIPTION: Commo... | S | Unknown | $1 - $1,000 | Common stock not actively traded. |
$15,001 - $50,000None gfedc LOCATION: Sa... | S | Unknown | $15,001 - $50,000 | Limited partnership investment in E-business software soluti... |
$1 - $1,000None gfedc DESCRIPTION: San F... | S | Unknown | $1 - $1,000 | San Francisco, CA Union Bank of California - Money Market Ac... |
$1 - $1,000Interest$1 - $200 gfedc DESCR... | s | Unknown | $1 - $1,000 | San Francisco, CA Union Bank of California - Pelosi Trust Ch... |
V | s | Unknown | $1 - $1,000 | San Francisco, CA assetownervalue of assetincome type(s) inc... |
DIS | p | Unknown | $5,000,001 - $25,000,000 | - |
DIS | s | Unknown | $1,000,001 - $5,000,000 | - |
$500,001 - $1,000,000 None gfedcb DESCRI... | S | Unknown | $500,001 - $1,000,000 | 100 call options with a strike price of $100 with an expirat... |
AAPL | S (partial) | Unknown | $500,001 - $1,000,000 | Sold 1,700 shares. |
AAPL | S (partial) | Unknown | $500,001 - $1,000,000 | Sold 3,000 shares. |
AAPL | S (partial) | Unknown | $1,000,001 - $5,000,000 | Sold 3,300 shares. |
AAPL | S (partial) | Unknown | $500,001 - $1,000,000 | Contribution of 4,500 shares held personally to the Paul F. |
FB | P | Unknown | $500,001 - $1,000,000 | Purchased 5,000 shares. |
FB | S (partial) | Unknown | $1,000,001 - $5,000,000 | Sold 5,000 shares. |
IBKR | S | Unknown | $1,000,001 - $5,000,000 | Contribution of 5,000 shares held personally to The Paul & N... |
MSFT | S (partial) | Unknown | $100,001 - $250,000 | Sold 3,000 shares. |
NFLX | S (partial) | Unknown | $100,001 - $250,000 | Sold 1,700 shares. |
CRM | P | Unknown | $15,001 - $50,000 | Additional investment in LLC which acquired five Courtyard b... |
V | S (partial) | Unknown | $500,001 - $1,000,000 | Sold 3,000 shares. |
DIS | S (partial) | Unknown | $500,001 - $1,000,000 | Sold 3,000 shares. |
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 | $5,000,001 - $25,000,000 | PoSitionS Positionname of organization CFO & SecretaryThe Pa... |
Unknown | S | Unknown | Unknown | Did you purchase any shares that were allocated as a part of... |