Her husband, Paul Pelosi, runs a venture capital firm. Since then, hes been involved in various acquisitions/divestitures and startup ventures as well as managed an impressive $250 million personal fortune through investments into high-growth technology companies such as Apple Inc., PayPal Inc., Netflix Inc., Tesla Motors Inc., SolarCity Corp., LinkedIn Corp., Facebook Inc., Twitter Inc., Salesforce, Adobe Systems and many more. On September 14, AllianceBernstein Holding and AllianceBernstein L.P. disclosed the launch of the first set of active exchange-traded funds or ETFs. Something went wrong while submitting the form. It is one of the top stocks in the Nancy Pelosi stock portfolio. It is one of the premier stocks in the Nancy Pelosi stock portfolio. On September 16, 2022, 200 call options (20,000 shares) of Alphabet Inc (GOOG:US) were exercised at a strike price of $100 and on the same date as their expiry. Options can be used in many ways, for example, as a hedge against a future price drop ((by buying put options) or as a bet that its price will have increased by the options expiration date (by buying call options). With that in mind, lets examine the last 12 stock holdings and their respective positions that Nancy Pelosi and her husband bought. Recommended Skip recommended stories carousel and go to main content. They sold all their Nvidia shares right before Nvidia surprisingly released a terrible earnings report without any notice. On a related note, the poor stock performance coupled with logistics problems led to Tesla cutting its headcount by 10,000 in 2022, with additional layoffs slated for 2023. Sold $500,000 to $1,000,000 of Alphabet on Dec. 21. Simon American Express cards offer 5% back on eligible purchases at participating Simon destination detailers. Considered one of the richest politicians in the United States, Nancy Pelosi has built a fortune with the help of her husband and lobbying contracts. In September 2022, former House Speaker Nancy Pelosi said the Senate would soon vote on a bill banning members of Congress from trading individual stocks. *Pelosis stock trades are sorted in reverse chronological order. We had 16 investments detracting over 100bps each with NVIDIA Corporation (NASDAQ:NVDA), our second largest detractor, costing the Fund 254bps. Post this exercising trade, she sold 50 call options purchased back on July 23, 2021, with a strike price of $100 on the same date as their expiry: September 16, 2022. In its Q2 2022 investor letter, Baron Funds, an asset management firm, highlighted a few stocks and NVIDIA Corporation (NASDAQ:NVDA) was one of them. 2023 InvestorPlace Media, LLC. PayPal said that the policy update was published in error. Pelosi has access to confidential intelligence and the power to affect with words or actions the fortunes of companies in which her husband invests and trades. Despite the sell-off and the increased near-term volatility in its gaming business, NVIDIAs revenues grew 46% year-over-year with 48% operating margins, driven by continued strength in its data center business as companies across industries adopt AI and ML(, operates a technology platform that enables digital payments on behalf of merchants and consumers worldwide. A financial disclosure report. The Pelosis have shown some suspiciously perfect timing which is hard to achieve without insider knowledge. Nancy Pelosi has traded stocks with her husband for many years. Here is what the fund said: Roblox Corporation (NYSE:RBLX)got significantly more attention from both institutional & retail investors after Facebook announced to rename itself as Meta Platforms. Apple is one of the few companies in the tech sector that has avoided layoffs in 2022 and in 2023 so far. Simon American Express cards offer 5% back on eligible purchases at participating Simon destination detailers. The Walt Disney Company (DIS) is widely regarded as the largest entertainment conglomerate in the world. Tesla, Inc. (NASDAQ:TSLA) designs, develops, manufactures, leases, and sells electric vehicles, and energy generation and storage systems. These call options were previously purchased on Dec 22, 2020. Pelosi has denied any wrongdoing, but the allegations have led to calls for her to step down from the House of Representatives. In addition to Amazon.com, Inc. (NASDAQ:AMZN), Microsoft Corporation (NASDAQ:MSFT), and Meta Platforms, Inc. (NASDAQ:FB), PayPal Holdings, Inc. (NASDAQ:PYPL) is one of the stocks in the Nancy Pelosi stock portfolio. In addition to fiat options, the platform allows users to buy, hold and sell crypto assets. 2000090459 SP AllianceBernstein Holding l.P. units (AB) [Ol] P 01/27/2022 02/28/2022 $250,001 - $500,000 gfedc FIlINg S TATuS: Amended lOCATION: New York, NY, uS Disney. Some donors on Wall Street maintain the investment fund of Nancy Pelosi and offer her over 30% return each year. With a market cap of $1.263 trillion, It is the fourth largest company by market valuation in the world. She lost a half a million dollars on Tesla $TSLA (see note). Pelosi had previously purchased these PYPL call options back on June 24, 2020. Some of the top stocks in the Nancy Pelosi stock portfolio include prominent names like Amazon.com, Inc. (NASDAQ:AMZN), Microsoft Corporation (NASDAQ:MSFT), and Meta Platforms, Inc. (NASDAQ:FB). By Jonathan Weisman. In light of her success, young retail investors have devised a strategy to copy her stock moves to identify long-term winners. When she was questioned a few months later, Speaker Pelosi denied that her husband is using confidential information to make trades. #shorts #winningtrades #NancyPelosiIris tracks trades of lawmakers using using politicians' stock disclosures.Don't Miss: Valley of Hype: The Culture That B. InvestorPlace has all the most recent stock market coverage that traders will want to know about for Wednesday! On October 21, Micron Technology noted that it had signed a license and settlement agreement with subsidiaries of Wi-LAN. According to the data available publicly, the House Speaker bought 5,000 shares in the firm worth somewhere between $500,000 and $1,000,000 in late July this year. If you want to read about some more Nancy Pelosi stocks, go directly to 5 Best Nancy Pelosi Stocks to Buy Now. On October 18, Stifel analyst Drew Crum maintained a Buy rating on Roblox Corporation (NYSE:RBLX) stock and lowered the price target to $48 from $50, noting that the changes to second-half booking estimates reflected positive comps and accelerating growth. As you can see, most of these are well-known boring tech stocks. "Year after year, politicians somehow manage to outperform the market, buying and selling millions in stocks of companies they're supposed to be regulating," Republican Sen. Josh Hawley said. Per the STOCK Act, members of Congress are required to file financial disclosures within 45 days of making a trade, doing so in a certified congressional document known as a periodic transaction report. The transaction was disclosed the same day it was made. Access your favorite topics in a personalized feed while you're on the go. Anyhow, thats a good sign as it opens up the possibilities for us retail traders to use these trading signals. Pelosi Buy Alert :She added up to $50K more into her ROEF LLCWhich acquired five Courtyard Marriott hotels located in Virginia, Maryland, and TexasShe's now invested to $350K into ROEF over the last two years. Master limited partnerships offer reliable and robust payouts for investors. Watch Nancy Pelosi's daily stock activities with the Nancy Pelosi Stock Tracker. softened her stance on a congressional stock-trade ban. . The Tesla trade may stand out as the Pelosis hadpreviously seen large profits from Tesla options. Comments saidit was 1,000 shares sold at an average price of $292.89 for a loss of $63,535. The Nancy Pelosi Stock Tracker tool provides a monthly update of Nancy Pelosi's stock investments pursuant to the US House Senate Financial Disclosure reports. can be used in many ways, for example, as a hedge against a future price drop ((by buying put options) or as a bet that its price will have increased by the options expiration date (by buying call options). Breaking: Pelosi reports heavy selling in late December. Nancy Pelosi has been in Congress for a long time, and much of her wealth is tied up in real estate properties. Four favorite stocks of Nancy Pelosi and her husband to buy gained the spotlight after a single day of purchases that included shares valued between $501,000 and $1 million in one company, along with call options in three other household-name businesses for a combined $1,250,003 to $2,500,000, according to the House Speaker's financial disclosure Invested $15,000 to $50,000 additionally in REOF XX LLC, a. An Insider analysis estimated the Pelosis' cumulative wealth at at least $46.1 million. Get notifications when new reports are uploaded. Yield-hungry investors can make use of a variety of income-generating assets. on this page is accurate as of the posting date; however, some of our partner offers may have expired. Speaker Nancy Pelosi's husband is making massive stock trades as Congress mulls whether to ban lawmakers and their spouses from trading. Prior to this, Pelosi had purchased both NVDA shares as well as call options on three occasions. Microsoft (MSFT) is another big tech company that the Pelosi couple has been investing in over the years and it's easy to see why. She said she will, however, remain a member of Congress, having easily won re-election in November 2022. Paul is a seasoned trader, and he is not only investing in stocks. *The historical data available on our website is restricted to the past 3 years. In 2023, however, Democrats no longer control the House, Pelosi is no longer House Speaker and there has yet to be a vote on congressional stock trading. Until the past few years, making large amounts of money from these trades was considered a side-benefit of winning a seat in the US Congress. Its line of products is focused on computer memory, including RAM, flash memory, and USB flash drives. 2022) You can track all politician's stock trades by . When you download the app, youll receive $100,000 of game money to create a virtual portfolio of stocks, gold, and crypto. The two ETFs are Ab Ultra-Short Income ETF and AB Tax Aware Short Duration Municipal ETF. Nancy Pelosi, the Speaker of the United States House of Representatives since 2019, is one of the most active stock traders in the US Congress. In May 2019, it was reported that Congresswoman Pelosi had an estimated net worth of over $75 million making her one of the richest members of Congress. Nancy Pelosi's net worth is estimated to be $300.5 million. Mandatory filings from late March show that Pelosi. Her husband, Paul Pelosi, is a businessman and investor with an estimated net worth of $120 million. The former speaker of the House's portfolio fell 19.8% in 2022, according to a report into Congressional trading published by Unusual Whales last week. 12 Best Nancy Pelosi Stocks to Buy Now is originally published on Insider Monkey. Nancy Pelosi has been in Congress since 1987 and her wealth has grown significantly during her time in office. | 2022 and have not been previously reviewed, approved or endorsed by any other Apple (AAPL), the U.S. tech behemoth primarily known for its iPhone and Mac line of products, leads the list of the largest companies in the world with a market cap of $2.282 trillion, nearly $300 billion ahead of the second-placed oil and gas giant Saudi Aramco. Here are former Speaker of the House Nancy Pelosi's eight latest investments. Furthermore, Roblox is a top contender to become the most popular metaverse platform, so the growth opportunity is huge. Until the past few years, making large amounts of money from these trades was considered a side-benefit of winning a seat in the US Congress. Our secular thesis is based on our conviction that the quest for ever-increasing compute speeds will increasingly rely on memory to solve bottlenecks and that increased memory content in nearly everything from mobile phones to automobiles will drive demand. did not have (either directly or indirectly) any positions in the securities mentioned in this article. She is married to Paul Pelosi, an owner of the San Francisco-headquartered venture capital firm Financial Leasing Services. $70.5M Total HoldingsTop 15 Positions$MSFT 12M 17%$CRM 8M 11%$GOOGL 7M 10%$NVDA 7M 9%$TSLA 6M 8%$NFLX 5M 7%$AMZN 5M 7%$FB 5M 7%$AB 4M 5%$AAPL 3M 5%$PYPL 3M 4%$DIS 2M 3%$RBLX 1M 2%$CRWD 1M 1%$MU 500k 0.7%. On June 17, Paul Pelosi exercised 200 call options on Nvidia (that were expiring on June 17) at a strike price of $100, valued at between $1 million and $5 million. The couple has been married since 1963 after meeting while both attending UC Berkeley: long before either had achieved success as politicians or businesspeople! The Alphabet transactions do not list a profit or loss in the comment, which means the filing is not consistent with listing the same information on each transaction. According to a Periodic Transaction Report from late December, Pelosi purchased 100 CALL options on Roblox Corporation (NYSE:RBLX) stock with a strike price of $100 and an expiration date of early 2023, worth between 250,000 and $500,000. This investment fund of Nancy Pelosi is made up of $25 Million cash, stocks and government bonds. But it might change the course until the expiration. Nancy Pelosi's portfolio slumped 20% last year, according to an Unusual Whales report published last week. Micron Technology, Inc. (NASDAQ:MU) designs, manufactures and sells memory and storage products worldwide. "We are a free-market economy. Billionaire Steve Cohens Top 10 Technology Stocks, 11 Best Wind Power and Solar Stocks To Buy. The price of the stock has since lost more than 21%, and currently commands a market cap of over $196 billion. Each transaction featured a value of between $250,001 and $500,000. The company is headquartered in New York City and operates in over 130 countries worldwide. Moreover, the entertainment giant owns numerous theme parks and a popular streaming service Disney Plus. Get insight now! American Express (AXP) is a multinational financial services corporation best known for its credit card business. The stock is down 2.5% as of Wednesday afternoon. Insider collected and analyzed the trades listed in each of Pelosi's periodic transaction reports submitted since 2021. Nancy Pelosi Stocks to Watch Alphabet (NASDAQ: GOOGL) call options owned by Pelosi are worth between $500,000 and $1 million. Speaker Nancy Pelosi's husband is making massive stock trades as Congress mulls whether to ban lawmakers and their spouses from trading. Even getting a portion of Pelosi's performance is still pretty good when you consider that one portfolio tracker measured her 2021 portfolio gains at more than 50%, which compares to a gain of . American Express Company (NYSE:AXP) provides charge and credit payment card products and travel-related services. This is a real estate and venture capital investment firm located in San Francisco. Updated. But will investors keep edging back in? On June 17, he exercised 200 call options on Nvidia. For context, Pelosi is ranked 8th on the list, with a total trading volume of $70.3 million over the roughly same time period. The same disclosure for January also shared a trade of PayPal (PYPL:US) where 50 call options - 5,000 shares - were exercised with an expiry dated January 21, 2022, with a $100 strike price. On the business side, Roblox rolled out a few successful music events and also partnered with Netflix on testing long-form media consumption in the virtual world. Further, Roger had been a long-term director of General Motors. Paul made his fortune in real estate development and venture capital during the 1980s when San Francisco was booming with tech companies like Intel and Apple Computer Inc., which helped grow their local economy into one of the strongest in the nation. American Express Company (NYSE:AXP) provides charge and credit payment card products and travel-related services. All rights reserved. An Insider analysis estimated the Pelosis' cumulative. House Speaker Nancy Pelosi's husband, Paul, has amassed a . When life gives you irrational sellers, make lemonade!. Nancy Pelosi Stocks to Watch Alphabet (NASDAQ: GOOGL) call options owned by Pelosi are worth between $500,000 and $1 million. This story was published at an earlier date and has been updated with new information. In this video we discuss the latest stock trades of Nancy Pelosi in the tech sector, and I show you how to find other Congress trades using resources online.. By clicking Sign up, you agree to receive marketing emails from Insider If You Invested $1,000 In SPY Stock When Nancy Pelosi Was Speaker Of The House, Here's How Much You Would Have Made, Remember Nancy Pelosi's Losing NVIDIA Trade, It Actually Was A Winner, Do Not Sell My Personal Data/Privacy Policy. December 11, 2022. Here's something we can do: ban all members of Congress from trading stocks and force those who do to pay their proceeds back to the American people. The two stocks fell 25.3% and 56.8% between then and the end of the year. They should be able to participate in that," she said. Comments saidit was 10,000 shares sold with no profit or loss listed. By 2017, she owned approximately $1 million worth of stock in IBM and Apple alone. The two ETFs are Ab Ultra-Short Income ETF and AB Tax Aware Short Duration Municipal ETF. Pelosi had purchased those call options back in December 2021. It offers a range of products and services, including credit cards, charge cards, travel services, and loans. This blog post takes a glance at the stocks traded by Paul Pelosi this year which were then disclosed under Nancys name. We take an educated guess, guided by a number of factors. The majority of Roblox users are aged 9 12 years. These REITs offer investors real estate exposure and a steady income stream. The contracts gave Pelosi the right to convert his 40 call options into 4,000 Alphabet shares at a price of $1,200. It is one of the top metaverse companies in the world, with a market cap of $483 billion. Out of the 433 members of Congress that have reported their financial information publicly, over half of them are millionaires. Speaker of the House Nancy Pelosi and venture capitalist husband Paul Pelosi beat the stock market by 5 percent in 2019 and by 14% in 2020. One interesting aspect of these trades is that they were reported on the same day when the transactions were made. The Pelosi family is. It is one of the elite stocks in the Nancy Pelosi stock portfolio. Yet Paul somehow did it. Banks. Nancy Pelosi has been in Congress since 1987 and her wealth has grown significantly during her time in office. Which it naturally did, after a slight drop. 2023 Benzinga.com. Just like Amazon.com, Inc. (NASDAQ:AMZN), Microsoft Corporation (NASDAQ:MSFT), and Meta Platforms, Inc. (NASDAQ:FB), AllianceBernstein Holding L.P. (NYSE:AB) is one of the stocks in the Nancy Pelosi stock portfolio. General Motors ICE automobile business would be disrupted if Tesla were successful. Nancy Pelosi Stocks to Watch Alphabet (NASDAQ: GOOGL) call options owned by Pelosi are worth between $500,000 and $1 million. Potential conflicts of interest with knowing legislation and contracts that could be awarded by Congress have increased calls to ban members of Congress and their spouses from being able to trade while in office. Additionally, 25 percent of Roblox users were under the age of 9. These five stocks are selling at attractive valuations today. The stock closed at $158.80 that day. Though Nancy Pelosi herself doesn't trade stocks, her husband does. Data from around 900 elite hedge funds tracked by Insider Monkey in the third quarter of 2022 was used to identify the number of hedge funds that hold stakes in each firm. On November 17, 2022, Pelosi announced her plan to step down from her leadership role after 19 years of leading House Democrats. But together with her husband, she has also made some savvy stock investments, and its worth looking at the history of their stock portfolio. For years, the Pelosis filed the transactions on profitable trades. It is one of the elite stocks in the Nancy Pelosi stock portfolio. These buys were made in late 2021 and throughout 2022. is a leading shareholder in AllianceBernstein Holding L.P. (NYSE:AB) with 777,000 shares worth more than $27 million. Two members of the House Texas Rep. Pat Fallon and Florida Rep. Debbie Wasserman Schultz made returns of over 50% trading stocks last year, per Unusual Whales. as well as other partner offers and accept our, at least 182 top congressional staffers had violated a federal conflict-of-interest law, Registration on or use of this site constitutes acceptance of our. Among the hedge funds being tracked by Insider Monkey, Omaha-based investment firm. According to recent reports, Nvidia could be one of the biggest benefactors of the ChatGPT arms race, as the ability to supply high-performance computer hardware needed for the advanced AI bot is right up the companys alley. A regulatory filing dated late last year reveals that Pelosi purchased 100 CALL options worth somewhere between $500,000 and $1,000,000 in Micron Technology (NASDAQ:MU) stock on December 17. Nancy Pelosi Status: Member State/District: CA12 tranSactionS iD owner asset transaction type Date notification Date amount cap. January 15, 2023. Moreover, Pelosi dumped 5,000. It is one of the prominent stocks in the Nancy Pelosi stock portfolio. Read Next: Remember Nancy Pelosi's Losing NVIDIA Trade, It Actually Was A Winner. We are a free-market economy. What Happened: After ranking as one of the top 10trading members of Congress in 2021, Pelosi didnt crack the top 10in 2022 and saw a return of -19.8% according to a report that tracked Congress trading during the year. In July 2021, she made $5.3 million by exercising call options to buy 4000 . Their losses confirm the fact that speculating on stocks is harder than most people think. Understand these guidelines for picking stocks before investing. Paul Pelosi is a venture capital investor. ETFs offer a liquid, low-cost way of investing in bonds. A self-directed IRA can make sense in some situations, but investors must also understand the drawbacks. Whether driven by Reddit users or tactical traders, volatile short squeeze stocks can generate huge returns. Source. In September 2022, former House Speaker Nancy Pelosi said the Senate would soon vote on a bill banning members of Congress from trading individual stocks. Copyright PayPal customers can send and receive payments, as well as use a debit card linked to their PayPal account for online and in-person purchases. . Despite being prominently featured by many news outlets as the most active trader among U.S. politicians, former House Speaker Nancy Pelosi (or, more accurately, her husband) is far from being the most active stock market investor among the members of Congress. Pelosi has attracted a large following of stock traders on social media platforms in recent years thanks to the strong returns both she and her husband, financier Paul Pelosi, have generated on certain trades. Equities held by far-right Georgia Rep. Marjorie Taylor Greene's logged gains of 6.2% in 2022, while former Senate leader Mitch McConnell's portfolio comfortably outperformed the slumping S&P 500 despite slipping 6.9%. Here is a look at the transactions disclosed by the Pelosis on Friday: Of the investments listed above, the majority were sales of partial stakes in the companies. According to Congress Trading, Pelosi took a financial hit of over $500,000 before eventually selling 5,000 shares of Tesla stock in December. Comments saidit was 5,000 shares sold at an average of $67.77 for a loss of $429,938. Sold $250,000 to $500,000 of Netflix on Dec. 30. Pelosi bought the stock around the time of the massive correction, for $163 per share, spending between $250,000 and $500,000 on the purchase. On October 10, PayPal Holdings said that it has withdrawn a policy that would have seen users fined $2,500 for spreading misinformation. Pelosi's stock portfolio is worth an estimated $150.5 million. The soon-to-be hundred-year-old integrated entertainment company is the fourth-largest holding of our Nancy Pelosi strategy taking up 10.1% of the portfolio's AUM. Concretely, the Banning Insider Trading in Congress Act was introduced in the Senate at the beginning of this year. The data was collected from Capitol Trades, a website tracking stock trading reports of U.S. politicians. AllianceBernstein Holding L.P. (NYSE:AB) is a publicly owned, investment manager. . Stock options can be bought and sold on exchanges just like regular company shares. In 2023, however, Democrats no. They should be able to participate in that," Nancy Pelosi said in December last year when asked about lawmakers trading stocks. Later in the year, the Californian Democrat came forth with more trades where she exercised previously purchased call options: On June 17, 2022 - the same date as their expiry - 200 call options (20,000 shares) of Nvidia Corp (NVDA:US) were exercised at a strike price of $100. In this deal, Micron obtained a license to patents owned by Wi-LANs wholly owned subsidiaries, Innovative Memory Solutions, North Star Innovations, and Cetus Technologies. In its Q2 2022 investor letter, Mayar Capital, an asset management firm, highlighted a few stocks and PayPal Holdings, Inc. (NASDAQ:PYPL) was one of them. Oops! For stock recommendations please see our portfolio sticky, sort by hot, it's the first sticky, or see past portfolio stickies here.. For beginner advice, brokerage info, book recommendations, even advanced topics and more, please read our Wiki here.. The trades by thePelosis are closely monitored by the public and led to the creation of a fictional Nancy Pelosi ETF tracker by Unusual Whales. The data that powers this portfolio comes from the United States House/Senate Financial Disclosure Forms and Reports. Alphabet (GOOG) is a holding company encompassing Google and several former Google subsidiaries. Analysts say investors should buy these undervalued stocks. The so-called "PELOSI Act"aims to ban stock trades by lawmakers and their spouses and give them six months of time to divest their holdings upon assuming office.