Nancy PelosiFiling
Annual Report | Filed on 13 Aug 2021
This congressional financial disclosure from Nancy Pelosi (annual report) filed on August 13, 2021 contains 104 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 23 transactions disclosed beyond the 45-day STOCK Act deadline, with the latest filed 575 days after the trade date. Only 0% of transactions met the disclosure requirement.
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STOCK Act Compliance Violation
This filing contains 23 transaction(s) 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 PelosiFiling 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 providing investme... |
CRWD | P | 22 Dec 2020 | $250,001 - $500,000 | Purchased 100 call options with a strike price of $100 and an expiration da... |
V | P | 22 Dec 2020 | $500,001 - $1,000,000 | Purchased 25 call options with a strike price of $500 and an expiration dat... |
Unknown | P | 22 Dec 2020 | $500,001 - $1,000,000 | Purchased 100 call options with a strike price of $100 and an expiration da... |
AAPL | P | 24 Jun 2020 | $100,001 - $250,000 | Purchased 50 call options with a strike price of $80 and an expiration date... |
06/24/2020P$250,001 - $50... | P | 24 Jun 2020 | $250,001 - $500,000 | Purchased 50 call options with a strike price of $100 and an expiration dat... |
AAPL | S | 18 Jun 2020 | $1,000,001 - $5,000,000 | Sold 100 call options with a strike price of $145 and an expiration date of... |
PYPL | P | 18 Jun 2020 | $1,000,001 - $5,000,000 | Exercised 50 call options (5,000 shares) expiring 6/19/2020 at a strike pri... |
WORK | P | 18 Jun 2020 | $1,000,001 - $5,000,000 | Exercised 100 call options (10,000 shares) expiring 6/19/2020 at a strike p... |
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,... | P | 28 Apr 2020 | $15,001 - $50,000 | Additional investment in LLC which acquired five Courtyard by Marriott hote... |
MORN | P | 28 Feb 2020 | $100,001 - $250,000 | Purchased 50 call options with a strike price of $130 and an expiration dat... |
AMZN | P | 27 Feb 2020 | $500,001 - $1,000,000 | Purchased 40 call options with a strike price of $1200 and an expiration da... |
MSFT | P | 21 Feb 2020 | $500,001 - $1,000,000 | Purchased 100 call options with a strike price of $130 and an expiration da... |
MSFT | P | 20 Feb 2020 | $250,001 - $500,000 | Purchased 100 call options with a strike price of $140 and an expiration da... |
TSLA | P | 20 Feb 2020 | $250,001 - $500,000 | Purchased 10,000 shares. |
01/21/2020P$50,001 - $100... | P | 21 Jan 2020 | $50,001 - $100,000 | Additional investment in LLC which acquired five Courtyard by Marriott hote... |
AMZN | P | 16 Jan 2020 | $1,000,001 - $5,000,000 | Exercised 30 call options (3,000 shares) expiring 1/17/20 at a strike price... |
AMZN | S | 16 Jan 2020 | $250,001 - $500,000 | Sold 20 call options with a strike price of $1,700 and an expiration date o... |
AXP | S | 16 Jan 2020 | $250,001 - $500,000 | Sold 20 call options with a strike price of $1,600 and an expiration date o... |
FB | P | 16 Jan 2020 | $250,001 - $500,000 | Exercised 30 call options (3,000 shares) expiring 1/17/20 at a strike price... |
FB | P | 16 Jan 2020 | $250,001 - $500,000 | Exercised 20 call options (2,000 shares) expiring 1/17/20 at a strike price... |
$5,000,001 - $25,000,000 ... | 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 providing investment ... |
AMZN | S | Unknown | $1,000,001 - $5,000,000 | 40 call options with a strike price of $1,200 with an expiration date of 6/... |
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 expiration date of 1/1... |
AAPL | S | Unknown | $100,001 - $250,000 | 50 call options with a strike price of $80 with an expiration date of 1/21/... |
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 expiration date of 1/2... |
NoneCapital Gains$1,000,0... | p | Unknown | $1,000,001 - $5,000,000 | 100 call options with a strike price of $145 with an expiration date of 6/1... |
T | S | Unknown | $15,001 - $50,000 | Limited partnership investment in Aristotle Publishing, Inc. |
$250,001 - $500,000 Divid... | s | Unknown | $250,001 - $500,000 | - |
$5,000,001 - $25,000,000 ... | P | Unknown | $5,000,001 - $25,000,000 | Limited partnership investment in resort hotel. |
$1 - $1,000None gfedc DES... | S | Unknown | $1 - $1,000 | Washington, DC Bank of America - Checking Account [BA]JT$1 - $1,000None gfe... |
$1,001 - $15,000None gfed... | S | Unknown | $1,001 - $15,000 | San Francisco, CA assetownervalue of assetincome type(s) incometx. |
$15,001 - $50,000Partners... | P | Unknown | $15,001 - $50,000 | Limited partnership interest in shopping center. |
$50,001 - $100,000 Partne... | P | Unknown | $50,001 - $100,000 | Limited partnership investment in limousine company. |
$100,001 - $250,000 Inter... | s | Unknown | $100,001 - $250,000 | San Francisco, CA City National Securities - Brokerage Money Market Account... |
CLNE | s | Unknown | $1,001 - $15,000 | - |
CMCSA | s | Unknown | $15,001 - $50,000 | - |
$1,000,001 - $5,000,000 D... | 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 ... | 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 DESCRIPTIO... | S | Unknown | $150 | 20 call options with a strike price of $150 with an expiration date of 1/17... |
$100,001 - $250,000 None ... | S | Unknown | $100,001 - $250,000 | Investment consulting company. |
$1,000,001 - $5,000,000 P... | 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 international travel... |
$100,001 - $250,000 Capit... | 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 expiration date of 3/1... |
$100,001 - $250,000 Capit... | p | Unknown | $100,001 - $250,000 | - |
$250,001 - $500,000 Partn... | 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 DESCRIPTIO... | S | Unknown | $250 | 50 call options with a strike price of $250 and an expiration date of 6/19/... |
$5,000,001 - $25,000,000 ... | 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 firm. |
PYPL | P | Unknown | $1,000,001 - $5,000,000 | - |
$500,001 - $1,000,000 Non... | S | Unknown | $500,001 - $1,000,000 | 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. |
$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... |
CRM | P | Unknown | $5,000,001 - $25,000,000 | Limited partner in undeveloped residential real estate investment. |
CRM | S | Unknown | $1,000,001 - $5,000,000 | - |
NoneNone gfedc DESCRIPTIO... | S | Unknown | $140 | 100 call options with a strike price of $140 and an expiration date of 6/19... |
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 N... | S | Unknown | $1,000,001 - $5,000,000 | - |
TSLA | P | Unknown | $250,001 - $500,000 | Limited partner in undeveloped residential real estate investment. |
$500,001 - $1,000,000 Non... | S | Unknown | $500,001 - $1,000,000 | 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. |
$1 - $1,000None gfedc DES... | S | Unknown | $1 - $1,000 | Common stock not actively traded. |
$15,001 - $50,000None gfe... | S | Unknown | $15,001 - $50,000 | Limited partnership investment in E-business software solutions company. |
$1 - $1,000None gfedc DES... | S | Unknown | $1 - $1,000 | San Francisco, CA Union Bank of California - Money Market Account [BA] |
$1 - $1,000Interest$1 - $... | 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. |
DIS | p | Unknown | $5,000,001 - $25,000,000 | - |
DIS | s | Unknown | $1,000,001 - $5,000,000 | - |
$500,001 - $1,000,000 Non... | S | Unknown | $500,001 - $1,000,000 | 100 call options with a strike price of $100 with an expiration date of 1/2... |
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 & Nancy Pelosi Cha... |
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 by Marriott hote... |
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 Paul & Nancy Pelo... |
Unknown | S | Unknown | Unknown | Did you purchase any shares that were allocated as a part of an Initial Pub... |