[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"current-user-roles":3,"user-subscription":3,"filing:b7d31a18d1c06ccfd19f824581d3131da2468b8a87dd4a0fbcd5286fea9e4329":4},null,["Reactive",5],{"id":6,"pdfUrl":7,"politicianName":8,"politicianSlug":9,"filingDate":10,"filingType":11,"transactions":12,"updatedAt":461},"b7d31a18d1c06ccfd19f824581d3131da2468b8a87dd4a0fbcd5286fea9e4329","https://disclosures-clerk.house.gov/public_disc/financial-pdfs/2022/10053231.pdf","Nancy Pelosi","nancy-pelosi","2023-05-15","Annual Report",[13,18,24,31,39,45,51,55,63,69,72,75,80,85,88,94,100,104,109,113,118,123,127,131,135,137,142,146,150,154,158,163,167,171,174,178,183,189,192,195,198,202,207,211,216,220,224,228,233,236,240,244,248,250,255,259,264,267,272,276,281,286,290,294,298,303,308,310,314,317,320,324,328,332,336,340,343,347,352,356,361,366,370,376,380,385,389,391,395,398,403,407,412,416,420,425,429,432,436,440,444,447,450,454,457],{"asset":14,"ticker":3,"transactionType":15,"transactionDate":3,"notificationDate":3,"amount":16,"filingStatus":3,"details":3,"guid":17},"$250,001 - $500,000 None Borel Real Estate Company","s","$250,001 - $500,000","89accda1-f5c2-4a6c-9d5a-79b8f55c005a",{"asset":19,"ticker":20,"transactionType":21,"transactionDate":3,"notificationDate":3,"amount":22,"filingStatus":3,"details":3,"guid":23},"$5,000,001 - $25,000,000 None Amazon.com, Inc. (AMZN)","AMZN","P","$5,000,001 - $25,000,000","e5716da9-66ca-4049-a70f-bd2ba8f0cc23",{"asset":25,"ticker":26,"transactionType":27,"transactionDate":3,"notificationDate":3,"amount":28,"filingStatus":3,"details":29,"guid":30},"NoneCapital Loss$100,001 - $1,000,000 D: 20 call options with a strike price of $3,000 and an expiration date of 6/17/22. American Express Company (AXP)","AXP","p","$100,001 - $1,000,000","20 call options with a strike price of $3,000 and an expiration date of 6/17/22. American Express Company (AXP) [ST]","b3f8c64b-3ab7-4c4b-85fe-1f138935fee7",{"asset":32,"ticker":33,"transactionType":34,"transactionDate":35,"notificationDate":3,"amount":36,"filingStatus":3,"details":37,"guid":38},"12/21/2022S (partial) $500,001 - $1,000,000 D: Sold 10,000 shares. Alphabet Inc. - Class A (GOOGL)","GOOGL","S (partial)","2022-12-21","$500,001 - $1,000,000","Sold 10,000 shares. Alphabet Inc. - Class A (GOOGL) [ST]","43e31720-e88d-4244-8c14-adee8c13cf3a",{"asset":40,"ticker":41,"transactionType":27,"transactionDate":3,"notificationDate":3,"amount":42,"filingStatus":3,"details":43,"guid":44},"NoneNone D: 50 call options with a strike price of $80 with an expiration date of 1/21/22. Apple Inc. (AAPL)","AAPL","$80","50 call options with a strike price of $80 with an expiration date of 1/21/22. Apple Inc. (AAPL) [ST]","699f61e2-9949-4139-b3b1-c8af22d7d2d5",{"asset":46,"ticker":47,"transactionType":15,"transactionDate":3,"notificationDate":3,"amount":48,"filingStatus":3,"details":49,"guid":50},"$1,001 - $15,000None D: Washington, DC Block, Inc. Class A Common Stock, (SQ)","SQ","$1,001 - $15,000","Washington, DC Block, Inc. Class A Common Stock, (SQ) [ST]","5ea125ca-6dd1-477f-bb22-229697f220e4",{"asset":52,"ticker":53,"transactionType":27,"transactionDate":3,"notificationDate":3,"amount":16,"filingStatus":3,"details":3,"guid":54},"$250,001 - $500,000 Capital Loss$100,001 - $1,000,000 Tesla, Inc. (TSLA)","TSLA","fcf2a165-62f1-4d9d-bf87-fd10453b9a9d",{"asset":56,"ticker":57,"transactionType":58,"transactionDate":59,"notificationDate":3,"amount":60,"filingStatus":3,"details":61,"guid":62},"09/16/2022S$15,001 - $50,000 D: Sold 100 call options purchased 12/21/21 with a strike price of $50 and an expiration date of 9/16/22. C: Sold 100 call options purchased 12/21/21 (10,000 shares) at a price of $1.84 per share for a total loss of $392,575. Microsoft Corporation (MSFT)","MSFT","S","2022-09-16","$15,001 - $50,000","Sold 100 call options purchased 12/21/21 with a strike price of $50 and an expiration date of 9/16/22. C: Sold 100 call options purchased 12/21/21 (10,000 shares) at a price of $1.84 per share for a total loss of $392,575. Microsoft Corporation (MSFT) [OP]","18e47081-7692-442f-bad0-9c8a178bb82a",{"asset":64,"ticker":65,"transactionType":21,"transactionDate":66,"notificationDate":3,"amount":60,"filingStatus":3,"details":67,"guid":68},"12/27/2022P$15,001 - $50,000 D: Additional investment in LLC which acquired five Courtyard by Marriott hotels located in Fairfax, VA (one), suburban Baltimore, MD (two) and San Antonio, TX (two). Roblox Corporation Class A (RBLX)","RBLX","2022-12-27","Additional investment in LLC which acquired five Courtyard by Marriott hotels located in Fairfax, VA (one), suburban Baltimore, MD (two) and San Antonio, TX (two). Roblox Corporation Class A (RBLX) [ST]","4e104d62-5402-4674-af4d-7006422f584d",{"asset":3,"ticker":3,"transactionType":21,"transactionDate":3,"notificationDate":3,"amount":70,"filingStatus":3,"details":3,"guid":71},"$1,000,001 - $5,000,000","a7eb0846-c5be-47b4-9e91-cddda4b5aead",{"asset":73,"ticker":33,"transactionType":27,"transactionDate":3,"notificationDate":3,"amount":22,"filingStatus":3,"details":3,"guid":74},"$5,000,001 - $25,000,000 Capital Gains$100,001 - $1,000,000 Alphabet Inc. - Class A (GOOGL)","3183897f-d2ad-4050-b386-5ae374a12f61",{"asset":76,"ticker":77,"transactionType":27,"transactionDate":3,"notificationDate":3,"amount":16,"filingStatus":3,"details":78,"guid":79},"$250,001 - $500,000 None D: 50 call options with a strike price of $180 and an expiration date of 6/16/23. Morningstar, Inc. (MORN)","MORN","50 call options with a strike price of $180 and an expiration date of 6/16/23. Morningstar, Inc. (MORN) [ST]","04b00268-8ee9-46cf-8164-fa5ed2603977",{"asset":81,"ticker":3,"transactionType":27,"transactionDate":3,"notificationDate":3,"amount":82,"filingStatus":3,"details":83,"guid":84},"NoneNone D: 50 call options with a strike price of $100 with an expiration date of 1/21/22. Piatti Restaurant Company","$100","50 call options with a strike price of $100 with an expiration date of 1/21/22. Piatti Restaurant Company [OL]","6c01bbdb-06f8-4209-949b-eb989fe75eed",{"asset":86,"ticker":41,"transactionType":15,"transactionDate":3,"notificationDate":3,"amount":22,"filingStatus":3,"details":3,"guid":87},"$5,000,001 - $25,000,000 Dividends$100,001 - $1,000,000 Apple Inc. (AAPL)","0669e71d-f72e-4bc0-85e6-7c9eea8215de",{"asset":89,"ticker":90,"transactionType":58,"transactionDate":59,"notificationDate":3,"amount":91,"filingStatus":3,"details":92,"guid":93},"09/16/2022S$100,001 - $250,000 D: Sold 50 call options purchased 7/23/21 with a strike price of $100 and an expiration date of 9/16/22. C: Sold 50 call options purchased 7/23/21 (5,000 shares) at a price of $26.86 per share for a total loss of $361,476. PayPal Holdings, Inc. (PYPL)","PYPL","$100,001 - $250,000","Sold 50 call options purchased 7/23/21 with a strike price of $100 and an expiration date of 9/16/22. C: Sold 50 call options purchased 7/23/21 (5,000 shares) at a price of $26.86 per share for a total loss of $361,476. PayPal Holdings, Inc. (PYPL) [ST]","d4b7e861-66d4-47fe-a41b-b00395fdd818",{"asset":95,"ticker":96,"transactionType":58,"transactionDate":97,"notificationDate":3,"amount":70,"filingStatus":3,"details":98,"guid":99},"07/26/2022S$1,000,001 - $5,000,000 D: Sold 25,000 shares. C: Sold 25,000 shares at an average price of $165.05 for a total loss of $341,365. NVIDIA Corporation (NVDA)","NVDA","2022-07-26","Sold 25,000 shares. C: Sold 25,000 shares at an average price of $165.05 for a total loss of $341,365. NVIDIA Corporation (NVDA) [OP]","d0fb9a53-60b4-4edd-8822-4ff644ca19dd",{"asset":101,"ticker":102,"transactionType":21,"transactionDate":3,"notificationDate":3,"amount":60,"filingStatus":3,"details":3,"guid":103},"$15,001 - $50,000None Micron Technology, Inc. (MU)","MU","f09dc6a7-16c3-476c-bc48-ad705186dc4a",{"asset":105,"ticker":106,"transactionType":27,"transactionDate":3,"notificationDate":3,"amount":28,"filingStatus":3,"details":107,"guid":108},"NoneCapital Loss$100,001 - $1,000,000 D: 100 call options with a strike price of $100 with an expiration date of 1/21/22 and 50 call options with a strike price of $130 and an expiration date of 9/16/22. Warner Bros. Discovery, Inc. - Series A (WBD)","WBD","100 call options with a strike price of $100 with an expiration date of 1/21/22 and 50 call options with a strike price of $130 and an expiration date of 9/16/22. Warner Bros. Discovery, Inc. - Series A (WBD) [ST]","bc7bd23f-7a31-47e7-9aed-63b1b57dbcbf",{"asset":110,"ticker":111,"transactionType":15,"transactionDate":3,"notificationDate":3,"amount":60,"filingStatus":3,"details":3,"guid":112},"$15,001 - $50,000None Comcast Corporation - Class A (CMCSA)","CMCSA","15fd52cd-8846-4fb8-8fe7-6d448919ec63",{"asset":114,"ticker":3,"transactionType":15,"transactionDate":3,"notificationDate":3,"amount":115,"filingStatus":3,"details":116,"guid":117},"$1 - $1,000None AssetOwnerValue of AssetIncome Type(s)IncomeTx. > $1,000? D: 100 call options with a strike price of $100 and an expiration date of 1/20/23. Russell Ranch LLC","$1 - $1,000","100 call options with a strike price of $100 and an expiration date of 1/20/23. Russell Ranch LLC [OL]","efcf6e7d-5a66-4ab4-961c-62ed925bb8e1",{"asset":119,"ticker":41,"transactionType":21,"transactionDate":120,"notificationDate":3,"amount":16,"filingStatus":3,"details":121,"guid":122},"05/24/2022P$250,001 - $500,000 D: Purchased 50 call options with a strike price of $80 and an expiration date of 6/16/23. Apple Inc. (AAPL)","2022-05-24","Purchased 50 call options with a strike price of $80 and an expiration date of 6/16/23. Apple Inc. (AAPL) [OP]","b419b2c5-98ac-48b7-a52d-16587262d496",{"asset":124,"ticker":3,"transactionType":15,"transactionDate":3,"notificationDate":3,"amount":115,"filingStatus":3,"details":125,"guid":126},"$1 - $1,000None D: Common stock not actively traded. Union Bank of California - Checking Account","Common stock not actively traded. Union Bank of California - Checking Account [BA]","be5ac537-f260-4fdf-aa4b-b01ceaa1cc07",{"asset":128,"ticker":106,"transactionType":34,"transactionDate":35,"notificationDate":3,"amount":36,"filingStatus":3,"details":129,"guid":130},"12/21/2022S (partial) $500,001 - $1,000,000 D: Sold 10,000 shares. C: Sold 10,000 shares at an average price of $87.58 for a total loss of $114,138. Warner Bros. Discovery, Inc. - Series A (WBD)","Sold 10,000 shares. C: Sold 10,000 shares at an average price of $87.58 for a total loss of $114,138. Warner Bros. Discovery, Inc. - Series A (WBD) [ST]","35979235-6b25-459b-b20a-453728992e02",{"asset":132,"ticker":133,"transactionType":27,"transactionDate":3,"notificationDate":3,"amount":36,"filingStatus":3,"details":3,"guid":134},"$500,001 - $1,000,000 Capital Loss$100,001 - $1,000,000 Walt Disney Company (The) (DIS)","DIS","a6f79867-9bcd-4c38-ab3f-a0c4c31673c0",{"asset":3,"ticker":3,"transactionType":58,"transactionDate":3,"notificationDate":3,"amount":70,"filingStatus":3,"details":3,"guid":136},"bde7a516-52d2-4455-8800-854d74389087",{"asset":3,"ticker":3,"transactionType":15,"transactionDate":138,"notificationDate":3,"amount":139,"filingStatus":3,"details":140,"guid":141},"2022-04-11","$50,001 - $100,000","2419 shares received as the result of a spinoff of AT&T (T) shares held. * For the complete list of asset type abbreviations, please visit https://fd.house.gov/reference/asset-type-codes.aspx. S C: E I SourceTypeAmount Financial Leasing ServicesSpouse SalaryN/A 45 Belden CorporationSpouse Management FeeN/A Fairfield AssociatesSpouse Management FeeN/A S D: L OwnerCreditorDate IncurredTypeAmount of Liability JTUnion Bank of CaliforniaSeptember 2016Mortgage on 11 Zinfandel Lane, St. Helena, CA $5,000,001 - $25,000,000","ad0f13f4-1807-4774-baf8-769cd3f16e54",{"asset":143,"ticker":33,"transactionType":21,"transactionDate":3,"notificationDate":3,"amount":70,"filingStatus":3,"details":144,"guid":145},"$1,000,001 - $5,000,000 Partnership Income, Capital Loss $100,001 - $1,000,000 L: New York, NY, US D: Limited partnership in a global asset management firm providing investment management and research services worldwide to institutional, high-net-worth and retail investors. Alphabet Inc. - Class A (GOOGL)","Limited partnership in a global asset management firm providing investment management and research services worldwide to institutional, high-net-worth and retail investors. Alphabet Inc. - Class A (GOOGL) [ST]","2434a01d-4709-4f76-a211-450029b2a325",{"asset":147,"ticker":90,"transactionType":34,"transactionDate":35,"notificationDate":3,"amount":16,"filingStatus":3,"details":148,"guid":149},"12/21/2022S (partial) $250,001 - $500,000 D: Sold 5,000 shares. C: Sold 5,000 shares at an average price of $69.10 for a total loss of $424,313. PayPal Holdings, Inc. (PYPL)","Sold 5,000 shares. C: Sold 5,000 shares at an average price of $69.10 for a total loss of $424,313. PayPal Holdings, Inc. (PYPL) [ST]","24fb6286-f0a4-43dc-ab57-4387e0f9152e",{"asset":151,"ticker":3,"transactionType":58,"transactionDate":3,"notificationDate":3,"amount":115,"filingStatus":3,"details":152,"guid":153},"$1 - $1,000None D: San Francisco, CA Union Bank of California - Pelosi Trust Checking Account","San Francisco, CA Union Bank of California - Pelosi Trust Checking Account [BA]","9ca21303-8ec4-46a4-9095-5fb9ae30a0c5",{"asset":155,"ticker":65,"transactionType":21,"transactionDate":3,"notificationDate":3,"amount":16,"filingStatus":3,"details":156,"guid":157},"$250,001 - $500,000 Partnership Income $15,001 - $50,000 D: Investment in LLC which is acquiring eleven Marriott-branded hotels (Rogers, AR - 1, Phoenix, AZ - 1, Lakeland, FL -1, Albany, GA - 1, Andover, MA - 1, Fayetteville, NC - 1, Greenville, SC - 1, Johnson City, TN - 1, Beaumont, TX - 1, Richmond, VA - 1, Vancouver, WA - 1) and nine Hilton-branded hotels (Montgomery, AL -2, Schaumberg, IL -1, Jackson, TN - 1, Allen, TX -2, Burleson, TX - 1, El Paso, TX - 1, Irving, TX - 1). Roblox Corporation Class A (RBLX)","Investment in LLC which is acquiring eleven Marriott-branded hotels (Rogers, AR - 1, Phoenix, AZ - 1, Lakeland, FL -1, Albany, GA - 1, Andover, MA - 1, Fayetteville, NC - 1, Greenville, SC - 1, Johnson City, TN - 1, Beaumont, TX - 1, Richmond, VA - 1, Vancouver, WA - 1) and nine Hilton-branded hotels (Montgomery, AL -2, Schaumberg, IL -1, Jackson, TN - 1, Allen, TX -2, Burleson, TX - 1, El Paso, TX - 1, Irving, TX - 1). Roblox Corporation Class A (RBLX) [ST]","d2af408c-40e0-45c0-be5e-ffe1f3df0a51",{"asset":159,"ticker":160,"transactionType":27,"transactionDate":3,"notificationDate":3,"amount":28,"filingStatus":3,"details":161,"guid":162},"NoneCapital Loss$100,001 - $1,000,000 D: 130 call options with a strike price of $210 and an expiration date of 1/20/23. Salesforce.com Inc (CRM)","CRM","130 call options with a strike price of $210 and an expiration date of 1/20/23. Salesforce.com Inc (CRM) [ST]","6c7f6b62-6335-4bd2-b3bd-3ad1914aefe5",{"asset":164,"ticker":57,"transactionType":27,"transactionDate":3,"notificationDate":3,"amount":28,"filingStatus":3,"details":165,"guid":166},"NoneCapital Loss$100,001 - $1,000,000 D: 100 call options with a strike price of $50 and an expiration date of 9/16/22. Microsoft Corporation (MSFT)","100 call options with a strike price of $50 and an expiration date of 9/16/22. Microsoft Corporation (MSFT) [ST]","00202fd6-5fb3-40ea-b764-3307fcb0638e",{"asset":168,"ticker":3,"transactionType":21,"transactionDate":3,"notificationDate":3,"amount":16,"filingStatus":3,"details":169,"guid":170},"$250,001 - $500,000 Partnership Loss$15,001 - $50,000 D: Investment in LLC which acquired five Courtyard Marriott hotels located in Fairfax, VA (one), suburban Baltimore, MD (two), and San Antonio, TX (two). REOF XXI, LLC","Investment in LLC which acquired five Courtyard Marriott hotels located in Fairfax, VA (one), suburban Baltimore, MD (two), and San Antonio, TX (two). REOF XXI, LLC [AB]","8647322e-436c-449c-b1d9-9176bb4ed8ac",{"asset":172,"ticker":57,"transactionType":15,"transactionDate":3,"notificationDate":3,"amount":22,"filingStatus":3,"details":3,"guid":173},"$5,000,001 - $25,000,000 Dividends$50,001 - $100,000 Microsoft Corporation (MSFT)","baedb076-13ee-4c2d-81a4-641b9d8faab9",{"asset":175,"ticker":33,"transactionType":34,"transactionDate":176,"notificationDate":3,"amount":36,"filingStatus":3,"details":37,"guid":177},"12/20/2022S (partial) $500,001 - $1,000,000 D: Sold 10,000 shares. Alphabet Inc. - Class A (GOOGL)","2022-12-20","8ca57f23-a59c-4265-af8e-0285dccb71d9",{"asset":179,"ticker":41,"transactionType":21,"transactionDate":180,"notificationDate":3,"amount":70,"filingStatus":3,"details":181,"guid":182},"01/21/2022P$1,000,001 - $5,000,000 D: Exercised 100 call options (10,000 shares) expiring 1/21/22 at a strike price of $100. Apple Inc. (AAPL)","2022-01-21","Exercised 100 call options (10,000 shares) expiring 1/21/22 at a strike price of $100. Apple Inc. (AAPL) [OP]","ac6a6e16-edda-46d3-b0e3-943d4ca24714",{"asset":184,"ticker":185,"transactionType":34,"transactionDate":186,"notificationDate":3,"amount":16,"filingStatus":3,"details":187,"guid":188},"12/29/2022S (partial) $250,001 - $500,000 D: Sold 1,000 shares. C: Sold 1,000 shares at an average price of $290.04 for a total loss of $66,385. AssetOwnerDateTx. Type AmountCap. Gains > $200? Netflix, Inc. (NFLX)","NFLX","2022-12-29","Sold 1,000 shares. C: Sold 1,000 shares at an average price of $290.04 for a total loss of $66,385. AssetOwnerDateTx. Type AmountCap. Gains > $200? Netflix, Inc. (NFLX) [ST]","71625bc5-f9fc-46f9-bc85-b837883368da",{"asset":190,"ticker":90,"transactionType":27,"transactionDate":3,"notificationDate":3,"amount":16,"filingStatus":3,"details":3,"guid":191},"$250,001 - $500,000 Capital Loss$100,001 - $1,000,000 PayPal Holdings, Inc. (PYPL)","658eb622-93e5-4294-91c8-b81b45e84429",{"asset":193,"ticker":3,"transactionType":15,"transactionDate":3,"notificationDate":3,"amount":91,"filingStatus":3,"details":3,"guid":194},"$100,001 - $250,000 Dividends$5,001 - $15,000 Auberge du Soleil","b9a8af8e-387d-4e46-8908-958bc2c50f79",{"asset":196,"ticker":96,"transactionType":27,"transactionDate":3,"notificationDate":3,"amount":28,"filingStatus":3,"details":3,"guid":197},"NoneCapital Loss$100,001 - $1,000,000 NVIDIA Corporation (NVDA)","0d26369b-f501-4f23-a539-96612c69b4d8",{"asset":199,"ticker":3,"transactionType":21,"transactionDate":3,"notificationDate":3,"amount":22,"filingStatus":3,"details":200,"guid":201},"$5,000,001 - $25,000,000 Partnership Income, Rent $100,001 - $1,000,000 L: San Francisco/San Francisco, CA, US D: General partner in 1301 Sansome Street office building. Tripath Technology Inc. Common Stock","General partner in 1301 Sansome Street office building. Tripath Technology Inc. Common Stock [PS]","7efd6509-e438-41e7-aeda-4f6327c66bac",{"asset":203,"ticker":96,"transactionType":34,"transactionDate":204,"notificationDate":3,"amount":16,"filingStatus":3,"details":205,"guid":206},"12/30/2022S (partial) $250,001 - $500,000 D: Sold 1,000 shares. C: Sold 1,000 shares at an average price of $292.89 for a total loss of $63,535. NVIDIA Corporation (NVDA)","2022-12-30","Sold 1,000 shares. C: Sold 1,000 shares at an average price of $292.89 for a total loss of $63,535. NVIDIA Corporation (NVDA) [ST]","66a329f0-bef6-41f4-afe9-da755e48d587",{"asset":208,"ticker":57,"transactionType":21,"transactionDate":120,"notificationDate":3,"amount":139,"filingStatus":3,"details":209,"guid":210},"05/24/2022P$50,001 - $100,000 D: Purchased 10 call options with a strike price of $180 and an expiration date of 6/16/23. Microsoft Corporation (MSFT)","Purchased 10 call options with a strike price of $180 and an expiration date of 6/16/23. Microsoft Corporation (MSFT) [OP]","7b5b653e-de9f-4c1c-b383-7f081e5cc25e",{"asset":212,"ticker":20,"transactionType":15,"transactionDate":3,"notificationDate":3,"amount":213,"filingStatus":3,"details":214,"guid":215},"NoneNone Filing ID #10053231 AssetOwnerValue of AssetIncome Type(s)IncomeTx. > $1,000? D: 10 call options with a strike price of $2,000 and an expiration date of 9/16/22. Amazon.com, Inc. (AMZN)","$1,000","10 call options with a strike price of $2,000 and an expiration date of 9/16/22. Amazon.com, Inc. (AMZN) [ST]","b4ed0b43-4ea7-46b5-8636-1947b46a7ff7",{"asset":217,"ticker":96,"transactionType":21,"transactionDate":3,"notificationDate":3,"amount":22,"filingStatus":3,"details":218,"guid":219},"$5,000,001 - $25,000,000 Partnership Income $1,000,001 - $5,000,000 L: San Francisco/San Francisco, CA, US AssetOwnerValue of AssetIncome Type(s)IncomeTx. > $1,000? D: General partner in 945 Battery Street office building. NVIDIA Corporation (NVDA)","General partner in 945 Battery Street office building. NVIDIA Corporation (NVDA) [ST]","d9669e78-5d8e-444f-86f6-94f0fa0e32d2",{"asset":221,"ticker":3,"transactionType":21,"transactionDate":3,"notificationDate":3,"amount":60,"filingStatus":3,"details":222,"guid":223},"$15,001 - $50,000Partnership Income, Rent $5,001 - $15,000 L: San Mateo/San Mateo, CA, US D: Limited partnership interest in shopping center. City Car Services LLC","Limited partnership interest in shopping center. City Car Services LLC [OL]","5f2bc62f-34af-4c51-a35f-c2df2497a0de",{"asset":225,"ticker":41,"transactionType":21,"transactionDate":180,"notificationDate":3,"amount":16,"filingStatus":3,"details":226,"guid":227},"01/21/2022P$250,001 - $500,000 D: Exercised 50 call options (5,000 shares) expiring 1/21/22 at a strike price of $80. Apple Inc. (AAPL)","Exercised 50 call options (5,000 shares) expiring 1/21/22 at a strike price of $80. Apple Inc. (AAPL) [ST]","03dba4f0-2347-4325-aa62-29db6a3ee388",{"asset":229,"ticker":160,"transactionType":34,"transactionDate":230,"notificationDate":3,"amount":91,"filingStatus":3,"details":231,"guid":232},"12/28/2022S (partial) $100,001 - $250,000 D: Sold 5,000 shares. C: Sold 5,000 shares at an average price of $26.05 for a total loss of $235,836. AssetOwnerDateTx. Type AmountCap. Gains > $200? Salesforce, Inc. (CRM)","2022-12-28","Sold 5,000 shares. C: Sold 5,000 shares at an average price of $26.05 for a total loss of $235,836. AssetOwnerDateTx. Type AmountCap. Gains > $200? Salesforce, Inc. (CRM) [OP]","d5c6017e-4d52-4896-a720-c43d726d456c",{"asset":234,"ticker":26,"transactionType":15,"transactionDate":3,"notificationDate":3,"amount":36,"filingStatus":3,"details":3,"guid":235},"$500,001 - $1,000,000 Dividends$5,001 - $15,000 American Express Company (AXP)","0e8c90aa-8076-407b-b2fd-e9489a53910b",{"asset":237,"ticker":185,"transactionType":21,"transactionDate":120,"notificationDate":3,"amount":16,"filingStatus":3,"details":238,"guid":239},"05/24/2022P$250,001 - $500,000 D: Purchased 40 call options with a strike price of $180 and an expiration date of 6/16/23. Netflix, Inc. (NFLX)","Purchased 40 call options with a strike price of $180 and an expiration date of 6/16/23. Netflix, Inc. (NFLX) [ST]","31e0064d-48cc-4fcf-9474-ab92b4f16feb",{"asset":241,"ticker":3,"transactionType":15,"transactionDate":3,"notificationDate":3,"amount":16,"filingStatus":3,"details":242,"guid":243},"$250,001 - $500,000 None D: Investment in LLC which is acquiring three unique office buildings with a common address of 222 Kearny Street in San Francisco, CA. REOF XXII, LLC","Investment in LLC which is acquiring three unique office buildings with a common address of 222 Kearny Street in San Francisco, CA. REOF XXII, LLC [AB]","2e65cad4-70f3-4fe1-80a1-5ba5570b5edf",{"asset":245,"ticker":3,"transactionType":58,"transactionDate":3,"notificationDate":3,"amount":48,"filingStatus":3,"details":246,"guid":247},"$1,001 - $15,000None D: San Francisco, CA Bank of America - Checking Account","San Francisco, CA Bank of America - Checking Account [BA]JT$1,001 - $15,000None AssetOwnerValue of AssetIncome Type(s)IncomeTx. > $1,000? D: San Francisco, CA Bank of America - Checking Account [BA]","b4cabc72-d6f8-490d-8b0c-6831e8993391",{"asset":3,"ticker":3,"transactionType":58,"transactionDate":3,"notificationDate":3,"amount":36,"filingStatus":3,"details":3,"guid":249},"475445fd-2622-4c6a-9173-2ac6fb229038",{"asset":251,"ticker":133,"transactionType":21,"transactionDate":59,"notificationDate":3,"amount":252,"filingStatus":3,"details":253,"guid":254},"09/16/2022S$1.00 D: 50 call options purchased 12/17/21 with a strike price of $130 and an expiration date of 9/16/22 expired with no value. C: 50 call options purchased 12/17/21 with a strike price of $130 and an expiration date of 9/16/22 expired with no value for a total loss of $132,824. Walt Disney Company (DIS)","$1.00","50 call options purchased 12/17/21 with a strike price of $130 and an expiration date of 9/16/22 expired with no value. C: 50 call options purchased 12/17/21 with a strike price of $130 and an expiration date of 9/16/22 expired with no value for a total loss of $132,824. Walt Disney Company (DIS) [ST]","c8719f6c-5b3b-4ecc-bf3b-0255a025310f",{"asset":256,"ticker":185,"transactionType":58,"transactionDate":3,"notificationDate":3,"amount":139,"filingStatus":3,"details":257,"guid":258},"$50,001 - $100,000 None L: San Francisco/San Francisco, CA, US D: Container leasing company. Netflix, Inc. (NFLX)","Container leasing company. Netflix, Inc. (NFLX) [ST]","10c0592a-9164-4626-8070-e98a36ec0acd",{"asset":260,"ticker":96,"transactionType":21,"transactionDate":261,"notificationDate":3,"amount":70,"filingStatus":3,"details":262,"guid":263},"06/17/2022P$1,000,001 - $5,000,000 D: Exercised 200 call options (20,000 shares) expiring 6/17/22 at a strike price of $100. NVIDIA Corporation (NVDA)","2022-06-17","Exercised 200 call options (20,000 shares) expiring 6/17/22 at a strike price of $100. NVIDIA Corporation (NVDA) [ST]","754d78db-165f-47d4-9f0c-9089ed96a4a9",{"asset":265,"ticker":3,"transactionType":27,"transactionDate":3,"notificationDate":3,"amount":36,"filingStatus":3,"details":3,"guid":266},"$500,001 - $1,000,000 Capital Loss$100,001 - $1,000,000 Nine Forty Five Battery LLC","0c0be308-f56a-482f-8050-63de4bac93be",{"asset":268,"ticker":33,"transactionType":21,"transactionDate":269,"notificationDate":3,"amount":16,"filingStatus":3,"details":270,"guid":271},"01/27/2022P$250,001 - $500,000 L: New York, NY, US D: Purchased 10,000 units in a global asset management firm providing investment management and research services worldwide to institutional, high-net-worth and retail investors. Alphabet Inc. - Class A (GOOGL)","2022-01-27","Purchased 10,000 units in a global asset management firm providing investment management and research services worldwide to institutional, high-net-worth and retail investors. Alphabet Inc. - Class A (GOOGL) [ST]","06a79eeb-4c23-4933-99ac-043e42bd58cf",{"asset":273,"ticker":3,"transactionType":15,"transactionDate":3,"notificationDate":3,"amount":36,"filingStatus":3,"details":274,"guid":275},"$500,001 - $1,000,000 Dividends$15,001 - $50,000 Congressional Credit Union - Checking Account","Washington, DC CrowdStrike Holdings, Inc. - Class A (CRWD) [ST]","fe542a0b-3bbe-48ae-95c3-d069385b04ed",{"asset":277,"ticker":41,"transactionType":27,"transactionDate":3,"notificationDate":3,"amount":278,"filingStatus":3,"details":279,"guid":280},"NoneCapital Loss$1,001 - $2,500 D: 100 call options with a strike price of $100 with an expiration date of 1/21/22 and 50 call options with a strike price of $100 and an expiration date of 6/17/22. Apple Inc. (AAPL)","$1,001 - $2,500","100 call options with a strike price of $100 with an expiration date of 1/21/22 and 50 call options with a strike price of $100 and an expiration date of 6/17/22. Apple Inc. (AAPL) [OP]","bcc60ac9-47ca-427b-adbe-0b11181631fa",{"asset":282,"ticker":41,"transactionType":21,"transactionDate":283,"notificationDate":3,"amount":36,"filingStatus":3,"details":284,"guid":285},"05/13/2022P$500,001 - $1,000,000 D: Purchased 100 call options with a strike price of $80 and an expiration date of 3/17/23. Apple Inc. (AAPL)","2022-05-13","Purchased 100 call options with a strike price of $80 and an expiration date of 3/17/23. Apple Inc. (AAPL) [OP]","4024d3e2-3194-47e9-a798-301b12e122ee",{"asset":287,"ticker":90,"transactionType":27,"transactionDate":3,"notificationDate":3,"amount":28,"filingStatus":3,"details":288,"guid":289},"NoneCapital Loss$100,001 - $1,000,000 D: 200 call options with a strike price of $100 and an expiration date of 6/17/22 and 50 call options with a strike price of $100 and an expiration date of 9/16/22. PayPal Holdings, Inc. (PYPL)","200 call options with a strike price of $100 and an expiration date of 6/17/22 and 50 call options with a strike price of $100 and an expiration date of 9/16/22. PayPal Holdings, Inc. (PYPL) [ST]","b7562d4f-1e64-4ad1-97cd-88ca1158ab5b",{"asset":291,"ticker":53,"transactionType":21,"transactionDate":3,"notificationDate":3,"amount":16,"filingStatus":3,"details":292,"guid":293},"$250,001 - $500,000 Partnership Income $201 - $1,000 L: Sacramento/Sacramento, CA, US D: Limited partner in undeveloped residential real estate investment. Tesla, Inc. (TSLA)","Limited partner in undeveloped residential real estate investment. Tesla, Inc. (TSLA) [ST]","2bebaecb-355d-4cca-9af8-3b69a974da1c",{"asset":295,"ticker":3,"transactionType":15,"transactionDate":3,"notificationDate":3,"amount":16,"filingStatus":3,"details":296,"guid":297},"$250,001 - $500,000 Interest$1 - $200 D: San Francisco, CA City National Securities - Brokerage Money Market Account","San Francisco, CA City National Securities - Brokerage Money Market Account [BA]","34fd1ebc-ad52-4cd8-876d-709a4009b8ae",{"asset":299,"ticker":300,"transactionType":34,"transactionDate":176,"notificationDate":3,"amount":36,"filingStatus":3,"details":301,"guid":302},"12/20/2022S (partial) $500,001 - $1,000,000 D: Sold 5,000 shares. C: Sold 5,000 shares at an average price of $140.38 for a total loss of $511,197. Visa Inc. (V)","V","Sold 5,000 shares. C: Sold 5,000 shares at an average price of $140.38 for a total loss of $511,197. Visa Inc. (V) [ST]","9ea79c17-df21-4d4c-903f-2c5a98c10878",{"asset":304,"ticker":300,"transactionType":34,"transactionDate":305,"notificationDate":3,"amount":70,"filingStatus":3,"details":306,"guid":307},"06/21/2022S (partial) $1,000,001 - $5,000,000 D: Sold 10,000 shares. Visa Inc. (V)","2022-06-21","Sold 10,000 shares. Visa Inc. (V) [ST]","9e401819-bb17-49f5-8fde-55f1ba7e1cfb",{"asset":3,"ticker":3,"transactionType":58,"transactionDate":3,"notificationDate":3,"amount":70,"filingStatus":3,"details":3,"guid":309},"267cb23d-8d15-427f-9913-fa005d39f6ee",{"asset":311,"ticker":312,"transactionType":15,"transactionDate":3,"notificationDate":3,"amount":60,"filingStatus":3,"details":3,"guid":313},"$15,001 - $50,000Interest$1 - $200 Clean Energy Fuels Corp. (CLNE)","CLNE","6af68f4a-885a-4c8b-9b8a-5c72d98e241a",{"asset":315,"ticker":3,"transactionType":58,"transactionDate":3,"notificationDate":3,"amount":70,"filingStatus":3,"details":3,"guid":316},"$1,000,001 - $5,000,000 None Stoneridge LLC","74fc10a2-f16b-43d2-a475-8a6d5e2fb15d",{"asset":318,"ticker":133,"transactionType":27,"transactionDate":3,"notificationDate":3,"amount":70,"filingStatus":3,"details":3,"guid":319},"$1,000,001 - $5,000,000 Capital Gains, Dividends Over $5,000,000 Walt Disney Company (DIS)","2e0208f1-1292-4ed5-bfe7-01fe15b6dc3e",{"asset":321,"ticker":300,"transactionType":58,"transactionDate":3,"notificationDate":3,"amount":115,"filingStatus":3,"details":322,"guid":323},"$1 - $1,000None D: San Francisco, CA AssetOwnerValue of AssetIncome Type(s)IncomeTx. > $1,000? Visa Inc. (V)","San Francisco, CA AssetOwnerValue of AssetIncome Type(s)IncomeTx. > $1,000? Visa Inc. (V) [ST]","5ea21e8b-a721-4da9-9c56-6afc29a6682d",{"asset":325,"ticker":133,"transactionType":34,"transactionDate":3,"notificationDate":3,"amount":70,"filingStatus":3,"details":326,"guid":327},"11/8/2022S (partial) $1,000,001 - $5,000,000 D: Sold 20,000 shares. Walt Disney Company (DIS)","Sold 20,000 shares. Walt Disney Company (DIS) [ST]","deecb066-a38c-488f-ab6f-edede5cd467e",{"asset":329,"ticker":133,"transactionType":21,"transactionDate":180,"notificationDate":3,"amount":70,"filingStatus":3,"details":330,"guid":331},"01/21/2022P$1,000,001 - $5,000,000 D: Exercised 100 call options (10,000 shares) expiring 1/21/22 at a strike price of $100. Walt Disney Company (DIS)","Exercised 100 call options (10,000 shares) expiring 1/21/22 at a strike price of $100. Walt Disney Company (DIS) [OP]","bed778f3-940d-4097-8f46-25320406e720",{"asset":333,"ticker":3,"transactionType":58,"transactionDate":3,"notificationDate":3,"amount":91,"filingStatus":3,"details":334,"guid":335},"$100,001 - $250,000 None L: San Francisco/San Francisco, CA, US D: Investment consulting company. Forty-Five Belden Corporation","Investment consulting company. Forty-Five Belden Corporation [OL]","a541e7ee-3c0b-459b-9c56-25a6699a368b",{"asset":337,"ticker":338,"transactionType":58,"transactionDate":3,"notificationDate":3,"amount":22,"filingStatus":3,"details":3,"guid":339},"$5,000,001 - $25,000,000 Rent$100,001 - $1,000,000 L: San Francisco/San Francisco, CA, US AllianceBernstein Holding L.P. Units (AB)","AB","56a2fb45-ada0-4389-9e40-0e1a2dac894a",{"asset":341,"ticker":3,"transactionType":15,"transactionDate":3,"notificationDate":3,"amount":91,"filingStatus":3,"details":3,"guid":342},"$100,001 - $250,000 None EDI Associates","ec6699c7-3932-49cb-9bca-89657f152c20",{"asset":344,"ticker":3,"transactionType":21,"transactionDate":3,"notificationDate":3,"amount":22,"filingStatus":3,"details":345,"guid":346},"$5,000,001 - $25,000,000 Partnership Income $50,001 - $100,000 L: Rutherford/Napa, CA, US D: Limited partnership investment in resort hotel. Bank of America - Checking Account","Limited partnership investment in resort hotel. Bank of America - Checking Account [BA]","ecbb1ba0-2563-4f6a-9a0e-a0a55af9f6fa",{"asset":348,"ticker":349,"transactionType":15,"transactionDate":3,"notificationDate":3,"amount":60,"filingStatus":3,"details":350,"guid":351},"$15,001 - $50,000None L: Washington, DC, US D: Limited partnership interest in concierge services for international travelers. Interactive Brokers Group, Inc. (IBKR)","IBKR","Limited partnership interest in concierge services for international travelers. Interactive Brokers Group, Inc. (IBKR) [ST]","49804d60-f054-46bd-99b9-ed2776a1c56f",{"asset":3,"ticker":3,"transactionType":58,"transactionDate":3,"notificationDate":3,"amount":353,"filingStatus":3,"details":354,"guid":355},"$25,000,001 - $50,000,000","A None disclosed. S G: G None disclosed. S H: T P R None disclosed. S I: P M C L H None disclosed. E S, D, T I IPO: Did you purchase any shares that were allocated as a part of an Initial Public Offering? Yes No Trusts: Details regarding \"Qualified Blind Trusts\" approved by the Committee on Ethics and certain other \"excepted trusts\" need not be disclosed. Have you excluded from this report details of such a trust benefiting you, your spouse, or dependent child? Yes No Exemption: Have you excluded from this report any other assets, \"unearned\" income, transactions, or liabilities of a spouse or dependent child because they meet all three tests for exemption? Yes No C S I CERTIFY that the statements I have made on the attached Financial Disclosure Report are true, complete, and correct to the best of my knowledge and belief.","aeabbd96-9fa1-4b23-9665-a8da42f65ab4",{"asset":357,"ticker":3,"transactionType":27,"transactionDate":3,"notificationDate":3,"amount":358,"filingStatus":3,"details":359,"guid":360},"NoneNone D: 25 call options with a strike price of $500 with an expiration date of 3/18/22. Thirteen Hundred One Sansome LLC","$500","25 call options with a strike price of $500 with an expiration date of 3/18/22. Thirteen Hundred One Sansome LLC [OL]","577317cb-7789-4d3f-b6dc-0f94a23b24d2",{"asset":362,"ticker":53,"transactionType":21,"transactionDate":363,"notificationDate":3,"amount":70,"filingStatus":3,"details":364,"guid":365},"03/17/2022P$1,000,001 - $5,000,000 D: Exercised 25 call options (2,500 shares) expiring 3/18/22 at a strike price of $500. Tesla, Inc. (TSLA)","2022-03-17","Exercised 25 call options (2,500 shares) expiring 3/18/22 at a strike price of $500. Tesla, Inc. (TSLA) [ST]","bc369383-65e3-478b-aa50-a48815f7826a",{"asset":367,"ticker":338,"transactionType":34,"transactionDate":230,"notificationDate":3,"amount":36,"filingStatus":3,"details":368,"guid":369},"12/28/2022S (partial) $500,001 - $1,000,000 L: New York, NY, US D: Sold 20,000 shares. C: Sold 20,000 shares at an average price of $32.95 for a total loss of $11,510. AllianceBernstein Holding L.P. Units (AB)","Sold 20,000 shares. C: Sold 20,000 shares at an average price of $32.95 for a total loss of $11,510. AllianceBernstein Holding L.P. Units (AB) [OL]","ae718dba-ea17-483f-8019-c9d9bf2491df",{"asset":371,"ticker":372,"transactionType":58,"transactionDate":230,"notificationDate":3,"amount":373,"filingStatus":3,"details":374,"guid":375},"12/28/2022S$500,001 - AssetOwnerDateTx. Type AmountCap. Gains > $200? (partial)$1,000,000 D: Sold 10,000 shares. Alphabet Inc. - Class C Capital Stock (GOOG)","GOOG","$500,001","Sold 10,000 shares. Alphabet Inc. - Class C Capital Stock (GOOG) [ST]","87c6a79c-612c-4dd6-b30c-ce00eab9003e",{"asset":377,"ticker":3,"transactionType":58,"transactionDate":3,"notificationDate":3,"amount":115,"filingStatus":3,"details":378,"guid":379},"$1 - $1,000None D: San Francisco, CA Union Bank of California - Money Market Account","San Francisco, CA Union Bank of California - Money Market Account [BA]","369aea91-5266-4edf-9590-5c865122e42b",{"asset":381,"ticker":53,"transactionType":58,"transactionDate":176,"notificationDate":3,"amount":382,"filingStatus":3,"details":383,"guid":384},"12/20/2022S$9.00 D: Sold 130 call options purchased 12/20/21 with a strike price of $210 and an expiration date of 1/20/23. C: Sold 130 call options purchased 12/20/21 (13,000 shares) at a price of $0.01 per share for a total loss of $733,691. Tesla, Inc. (TSLA)","$9.00","Sold 130 call options purchased 12/20/21 with a strike price of $210 and an expiration date of 1/20/23. C: Sold 130 call options purchased 12/20/21 (13,000 shares) at a price of $0.01 per share for a total loss of $733,691. Tesla, Inc. (TSLA) [ST]","fc891112-fe95-4c98-a733-5cec2c17ab23",{"asset":386,"ticker":26,"transactionType":21,"transactionDate":59,"notificationDate":3,"amount":70,"filingStatus":3,"details":387,"guid":388},"09/16/2022P$1,000,001 - $5,000,000 D: Exercised 200 call options purchased 12/17/21 (20,000 shares) at a strike price of $100 with an expiration date of 9/16/22. American Express Company (AXP)","Exercised 200 call options purchased 12/17/21 (20,000 shares) at a strike price of $100 with an expiration date of 9/16/22. American Express Company (AXP) [ST]","cb1eedca-b0ce-4b9c-a749-7084695847bc",{"asset":3,"ticker":3,"transactionType":15,"transactionDate":3,"notificationDate":3,"amount":70,"filingStatus":3,"details":3,"guid":390},"490e8886-73a4-483f-a4dd-3007695624c6",{"asset":392,"ticker":3,"transactionType":21,"transactionDate":3,"notificationDate":3,"amount":70,"filingStatus":3,"details":393,"guid":394},"$1,000,001 - $5,000,000 Partnership Loss$100,001 - $1,000,000 L: San Francisco/San Francisco, CA, US D: Investment management company. Global Ambassador Concierge LLC","Investment management company. Global Ambassador Concierge LLC [OL]","fd80f8fe-d445-4100-8d85-0666caeebac3",{"asset":396,"ticker":3,"transactionType":58,"transactionDate":3,"notificationDate":3,"amount":22,"filingStatus":3,"details":3,"guid":397},"$5,000,001 - $25,000,000 Rent$100,001 - $1,000,000 L: San Francisco/San Francisco, CA, US 45 Belden Place - Four Story Commercial Building","0c75fcc3-8124-47ac-9015-3b4f33b272ee",{"asset":399,"ticker":400,"transactionType":58,"transactionDate":3,"notificationDate":3,"amount":60,"filingStatus":3,"details":401,"guid":402},"$15,001 - $50,000None L: San Francisco/San Francisco, CA, US D: Limited partnership investment in Aristotle Publishing, Inc. AT&T Inc. (T)","T","Limited partnership investment in Aristotle Publishing, Inc. AT&T Inc. (T) [ST]","11782aab-788c-4f0e-a223-4c15559f8fb5",{"asset":404,"ticker":3,"transactionType":21,"transactionDate":3,"notificationDate":3,"amount":16,"filingStatus":3,"details":405,"guid":406},"$250,001 - $500,000 Partnership Income $50,001 - $100,000 L: Sonoma/Sonoma, CA, US D: Limited partnership investment in El Dorado Hotel. AssetOwnerValue of AssetIncome Type(s)IncomeTx. > $1,000? Financial Leasing Services","Limited partnership investment in El Dorado Hotel. AssetOwnerValue of AssetIncome Type(s)IncomeTx. > $1,000? Financial Leasing Services [OL]","b06e4389-d692-4f7e-be12-28fd3098bcd7",{"asset":408,"ticker":3,"transactionType":21,"transactionDate":409,"notificationDate":3,"amount":60,"filingStatus":3,"details":410,"guid":411},"08/24/2022P$15,001 - $50,000 D: Additional investment in LLC which acquired five Courtyard by Marriott hotels located in Fairfax, VA (one), suburban Baltimore, MD (two) and San Antonio, TX (two). REOF XX, LLC","2022-08-24","Additional investment in LLC which acquired five Courtyard by Marriott hotels located in Fairfax, VA (one), suburban Baltimore, MD (two) and San Antonio, TX (two). REOF XX, LLC [AB]","e29f114c-58a0-4ff0-b2ca-65b96369ff4b",{"asset":413,"ticker":90,"transactionType":21,"transactionDate":180,"notificationDate":3,"amount":36,"filingStatus":3,"details":414,"guid":415},"01/21/2022P$500,001 - $1,000,000 D: Exercised 50 call options (5,000 shares) expiring 1/21/22 at a strike price of $100. PayPal Holdings, Inc. (PYPL)","Exercised 50 call options (5,000 shares) expiring 1/21/22 at a strike price of $100. PayPal Holdings, Inc. (PYPL) [ST]","847dbfde-9bef-461d-bf1b-e43397622522",{"asset":417,"ticker":3,"transactionType":27,"transactionDate":3,"notificationDate":3,"amount":36,"filingStatus":3,"details":418,"guid":419},"$500,001 - $1,000,000 None D: 100 call options with a strike price of $80 and an expiration date of 3/17/23 and 50 call options with a strike price of $80 and an expiration date of 6/16/23. Aristotle LLC","100 call options with a strike price of $80 and an expiration date of 3/17/23 and 50 call options with a strike price of $80 and an expiration date of 6/16/23. Aristotle LLC [OL]","f66c45e1-a395-4854-b36d-9efb28b53130",{"asset":421,"ticker":422,"transactionType":21,"transactionDate":3,"notificationDate":3,"amount":70,"filingStatus":3,"details":423,"guid":424},"$1,000,001 - $5,000,000 Partnership Loss$50,001 - $100,000 L: Tiburon/Marin, CA, US D: Limited partnership investment in restaurant company. QUALCOMM Incorporated (QCOM)","QCOM","Limited partnership investment in restaurant company. QUALCOMM Incorporated (QCOM) [ST]","dcb23f34-9696-480b-9555-353ed318fc89",{"asset":426,"ticker":3,"transactionType":21,"transactionDate":3,"notificationDate":3,"amount":139,"filingStatus":3,"details":427,"guid":428},"$50,001 - $100,000 None L: Hingham/Plymouth, MA, US D: Limited partnership investment in limousine company. City National Bank - Checking Account","Limited partnership investment in limousine company. City National Bank - Checking Account [BA]","62ea4a61-a8e3-4a21-8e4a-02c76b19cb2e",{"asset":430,"ticker":3,"transactionType":15,"transactionDate":3,"notificationDate":3,"amount":60,"filingStatus":3,"details":3,"guid":431},"$15,001 - $50,000Dividends$201 - $1,000 REOF XX, LLC","8f500781-bce1-42ac-b661-d71600c1b51f",{"asset":433,"ticker":434,"transactionType":27,"transactionDate":3,"notificationDate":3,"amount":36,"filingStatus":3,"details":3,"guid":435},"$500,001 - $1,000,000 None Dropbox, Inc. - Class A (DBX)","DBX","af4f94c3-5e72-45de-9982-a53750602b9a",{"asset":437,"ticker":102,"transactionType":34,"transactionDate":261,"notificationDate":3,"amount":91,"filingStatus":3,"details":438,"guid":439},"06/17/2022S (partial) $100,001 - $250,000 D: Sold 50 call options with a strike price of $100 and an expiration date of 6/17/22. Micron Technology, Inc. (MU)","Sold 50 call options with a strike price of $100 and an expiration date of 6/17/22. Micron Technology, Inc. (MU) [OP]","f3ce4950-a857-4614-a550-bfd955cbbbda",{"asset":441,"ticker":160,"transactionType":21,"transactionDate":3,"notificationDate":3,"amount":22,"filingStatus":3,"details":442,"guid":443},"$5,000,001 - $25,000,000 Partnership Income $100,001 - $1,000,000 L: Sacramento/Sacramento, CA, US D: Limited partner in undeveloped residential real estate investment. Salesforce, Inc. (CRM)","Limited partner in undeveloped residential real estate investment. Salesforce, Inc. (CRM) [OP]","38c5f5e5-747f-4e08-99d4-f793157ec068",{"asset":445,"ticker":65,"transactionType":27,"transactionDate":3,"notificationDate":3,"amount":91,"filingStatus":3,"details":3,"guid":446},"$100,001 - $250,000 Capital Loss$100,001 - $1,000,000 Roblox Corporation Class A (RBLX)","b8e79d1a-10ca-43ee-864b-cc3f12cad2ce",{"asset":448,"ticker":3,"transactionType":15,"transactionDate":3,"notificationDate":3,"amount":91,"filingStatus":3,"details":3,"guid":449},"$100,001 - $250,000 Dividends$201 - $1,000 Matthews International Mutual Fund","08397fb2-b5cc-4ed7-8a8e-8a4ab80057c7",{"asset":451,"ticker":3,"transactionType":15,"transactionDate":3,"notificationDate":3,"amount":60,"filingStatus":3,"details":452,"guid":453},"$15,001 - $50,000None Wells Fargo Bank - Checking Account","San Francisco, CA * For the complete list of asset type abbreviations, please visit https://fd.house.gov/reference/asset-type-codes.aspx. S B: T AssetOwnerDateTx. Type AmountCap. Gains > $200? Alliance Bernstein Holding L.P. Units [OL]","ef03058f-e63b-40fb-ba9d-3fcf3a1858b7",{"asset":455,"ticker":3,"transactionType":15,"transactionDate":3,"notificationDate":3,"amount":91,"filingStatus":3,"details":3,"guid":456},"$100,001 - $250,000 Dividends$1,001 - $2,500 Nautilus Leasing Services","aac42ad2-00d1-4182-b33e-ee2d7248ebe5",{"asset":458,"ticker":3,"transactionType":34,"transactionDate":230,"notificationDate":3,"amount":16,"filingStatus":3,"details":459,"guid":460},"12/28/2022S (partial) $250,001 - $500,000 D: Sold 5,000 shares. C: Sold 5,000 shares at an average price of $67.77 for a total loss of $429,938. REOF XX, LLC","Sold 5,000 shares. C: Sold 5,000 shares at an average price of $67.77 for a total loss of $429,938. REOF XX, LLC [AB]","e4a731c4-e40c-4cb2-81c3-e99c9bec17d6","2026-03-29T22:27:26.385Z"]