The transaction was disclosed the same day it was made. After a rough 2022, which saw Salesforce announce it will be letting go of 8,000 employees, or 10% of its workforce, the price of CRM found a much-needed relief with the start of 2023, gaining over +23% in the past 30 days. Nancy Pelosi has been in Congress for a long time, and much of her wealth is tied up in real estate properties. She is married to Paul Pelosi, an owner of the San Francisco-headquartered venture capital firm Financial Leasing Services. Co-founder at Three Investeers and Stock Market Simulator Game. that Pelosi exercised 50 CALL options (5,000 shares) on American Express Company (NYSE:AXP) shares in January 2022 at a strike price of $80. On October 21, Micron Technology noted that it had signed a license and settlement agreement with subsidiaries of Wi-LAN. This is because a sizable number of US lawmakers engage in stock trading. PayPal Holdings (PYPL) is an American company that operates a worldwide online payment system that supports online money transfers. House Speaker Nancy Pelosi's husband, Paul, has amassed a . In the first quarter of 2021, Roblox reported a +140% revenue growth. 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 The report is dated late February 2022 and signed by Pelosi herself. Nancy Pelosi has been in Congress since 1987 and her wealth has grown significantly during her time in office. Federal lawmakers are required to report stock trades made by themselves, their spouses, and their dependent children. We invested in the stock in the third quarter of 2019 during a cyclical downturn in the memory industry. But will investors keep edging back in? The Pelosis reported losing $2.5 million in stock value, centered mostly around four stocks: - $853K on PayPal stock. #shorts #winningtrades #NancyPelosiIris tracks trades of lawmakers using using politicians' stock disclosures.Don't Miss: Valley of Hype: The Culture That B. It is one of the major stocks in the Nancy Pelosi stock portfolio. entities, such as banks, credit card issuers or travel companies. 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. STOCK Act of April 2012 was passed, requiring lawmakers to disclose their stock trading through a Periodic Transaction Report within 45 days of the transaction. With Bitcoin's surge in early 2023, the "crypto winter" began to thaw. On October 24, Barclays analyst Blayne Curtis maintained an Overweight rating on NVIDIA Corporation (NASDAQ:NVDA) stock and lowered the price target to $140 from $190, noting that the company expects material cuts through earnings in radio frequency, memory and PC. Here is what the fund said: In 2014, before we began to invest inTesla, Inc. (NASDAQ:TSLA), I called Roger to ask whether he thought Elon Musks electric car business would succeed. It is currently trading at around the $80 mark. All rights reserved. In its Q4 2021 investor letter, Tao Value, an asset management firm, highlighted a few stocks and Roblox Corporation (NYSE:RBLX) was one of them. A new filing from Pelosi showed the couple's portfolio sold several stocks at the end of 2022, in a move that may have come in tandem with the end of the year and tax loss harvesting. The 10 call options were purchased prior to a stock split where GOOG shares were split 20 for 1. The Pelosis likely still own shares of many of the companies listed above. It provides various financial services such as asset management, wealth management, and research services. SP American Express Company (AXP) [ST] P 01/21/2022 01/21 . These are great options for a starter portfolio. 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. She said she will, however, remain a member of Congress, having easily won re-election in November 2022. It is one of the premier stocks in the Nancy Pelosi stock portfolio. Why Its Important: The Pelosis made headlines in 2022 several times with questionable trading of semiconductor and chip stocks like NVIDIA Corporation NVDA ahead of legislation by Congress to help fund several companies in the sector. 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. 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). In its Q2 2022 investor letter, Meridian Funds, an asset management firm, highlighted a few stocks and Micron Technology, Inc. (NASDAQ:MU), Tesla, Inc. (NASDAQ:TSLA) designs, develops, manufactures, leases, and sells electric vehicles, and energy generation and storage systems. As a high figure in Congress, Nancy has been responsible for regulating many of the big companies that her husband has invested in. Nevertheless, Mr. Pelosi remains active on boards such as the San Francisco Museum Of Modern Art Foundation, where he serves as co-chairman alongside his wife Nancywho incidentally graduated from the University Of California Berkeley with an undergraduate degree in political science before going on to earn a law degree from Georgetown University Law Center! 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. Why Is Novavax (NVAX) Stock Up 12% Today? House Speaker Nancy Pelosi, D-Calif., who has opposed new legislation banning members of Congress from trading individual stocks, signaled Thursday she is open to advancing it if it has the. Some of the top stocks in the Nancy Pelosi stock portfolio include prominent names like Amazon.com, Inc. (NASDAQ: ). It's time to stop turning a blind eye to Washington profiteering.". 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. Nancy Pelosi Net Worth $170 Million (Forbes 2022) Stock Portfolio Speaker Posted on October 3, 2022 Nancy Pelosi's net worth is estimated to be over $170 million dollars. Members of Congress are currently allowed to buy and sell individual stocks as long as they disclose their trades within 45 days. As the business profited from the move to online retail during the pandemic, as well as from the stimulus cheques handed out in the US, the stock price soared to absurd levels. She has been accused of using inside information to make trades that have made her hundreds of millions of dollars. Lastly, there was a purchase of 10,000 units of AllianceBernstein Holding LP Units dated January 27, 2022. Nancy Pelosi's husband, Paul Pelosi, owns and operates Financial Leasing Services. The US government is on track to ban Congress members from trading in general, despite Nancys alleged initial reluctance to move the bill forward. Roblox Corporation (NYSE:RBLX) develops and operates an online entertainment platform. quotes delayed at least 15 minutes, all others at least 20 minutes. On October 24, BMO Capital analyst James Fotheringham maintained a Market Perform rating on American Express Company (NYSE:AXP) stock and raised the price target to $166 from $163, noting that the company reported higher net interest income and lower costs and has also proven more resilient this rate cycle, despite its liability-sensitive balance sheet and growing consumer credit exposure. Google's workforce has grown from roughly 20,000 in 2009 to nearly 160,000 in early 2022. 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 Nancy Pelosi Buys Google, Disney, Roblox & Other Tech Stocks January 03, 2022 03:30 am EST Written by Sheryl Sheth for TipRanks -> Current Speaker of the U.S. House of Representatives,. that Pelosi purchased 100 CALL options worth somewhere between $500,000 and $1,000,000 in Micron Technology (NASDAQ:MU) stock on December 17. Watch Nancy Pelosi's daily stock activities with the Nancy Pelosi Stock Tracker. 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. Master limited partnerships offer reliable and robust payouts for investors. Nancy Pelosi Stocks to Watch Alphabet (NASDAQ: GOOGL) call options owned by Pelosi are worth between $500,000 and $1 million. Disney. In its Q2 2022 investor letter, Baron Funds, an asset management firm, highlighted a few stocks and Tesla, Inc. (NASDAQ:TSLA) was one of them. These ETFs offer a range of investing strategies. Will Be Even Bigger Than Your Wildest Expectation, 7 Over-$100 Stocks That Are Worth Every Penny, Louis Navellier and the InvestorPlace Research Staff, 5 Investors Betting Big on Exela (XELA) Stock in 2023. By clicking Sign up, you agree to receive marketing emails from Insider Micron Technology, Inc. (NASDAQ:MU) designs, manufactures and sells memory and storage products worldwide. Banks. As we progressed PayPal through the Mayar Checklist Process, we identified a business with a leadership position in a structurally growing market. According to our American Express stock forecast, the price of the AXP stock will see a small correction in the coming days, falling from $172.69 to $167.15 in early February. An Insider analysis estimated the Pelosis' cumulative. Report consolidated. Click to continue reading and see 5 Best Nancy Pelosi Stocks to Buy Now. 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 . When you download the app, youll receive $100,000 of game money to create a virtual portfolio of stocks, gold, and crypto. Comments saidit was 5,000 shares sold at an average of $67.77 for a loss of $429,938. $70.5M Total HoldingsTop 15 Positions$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%. The Insider Portfolio ETF (INSDR), which began trading on the MERJ Exchange on March 8, is designed to give everyday investors the opportunity to benefit from the kind of inside information that's only available to members of Congress. Paid express lanes grow more popular in once-reluctant South, REFILE-UPDATE 1-China's defence spending increases have been 'reasonable' - parliament spokesman, UPDATE 3-Actor Tom Sizemore, known for tough-guy roles and scandal, dead at 61, US prepares new rules on investment in technology abroad- WSJ, UPDATE 1-US prepares new rules on investment in technology abroad- WSJ. Yield-hungry investors can make use of a variety of income-generating assets. In 2018, she announced her plan to step down as Democratic leader by the end of 2022. The two ETFs are Ab Ultra-Short Income ETF and AB Tax Aware Short Duration Municipal ETF. Updated. In recent months, Nancy Pelosi has been in the news for her stock portfolio. . Welcome to r/stocks!. Related Link: If You Invested $1,000 In SPY Stock When Nancy Pelosi Was Speaker Of The House, Here's How Much You Would Have Made. Nancy Pelosi is scrambling to quash bipartisan efforts to ban stock trading by Congressional lawmakers even as she and her. Mandatory filings from late March show that Pelosi exercised 25 CALL options on Tesla, Inc. (NASDAQ:TSLA) stock worth somewhere around $1,000,000 and $5,000,000 on March 17. 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. , an asset management firm, highlighted a few stocks and American Express Company (NYSE:AXP) was one of them. A member of the Democratic Party, Pelosi represents one of the most liberal districts in the country. Only noware the comments showing cases of losses in a move that could be hoping for sympathy from the public after years of beating the market. Former House Speaker Nancy Pelosi and her husband, Paul Pelosi, did not have a good final quarter of 2022 in terms of stocks, according to an end-of-the-year financial disclosure form. The data was collected from Capitol Trades, a website tracking stock trading reports of U.S. politicians. 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. Investors looking for more stock market news today will want to keep reading! Here is what the fund said: At the company-specific level, there was a broad correction across the entire portfolio. Sold $250,000 to $500,000 of PayPal Holdings on Dec. 28. Salesforce (CRM) is a customer relationship management (CRM) platform focused on providing businesses software and applications centered around marketing, sales, customer service, analytics, and more. 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. Moreover, the entertainment giant owns numerous theme parks and a popular streaming service Disney Plus. The Senate is expected to vote on a bipartisan competition bill that includes a $52 billion subsidy for domestic chipmakers. The price of the stock has since lost more than 21%, and currently commands a market cap of over $196 billion. Nancy Pelosi has been in Congress since 1987 and her wealth has grown significantly during her time in office. Penske Automotive Group is principally an ICE car dealer. Both of them show suspicious signs of amazing timing. Post Editorial Board. 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. Many of the companies that Paul Pelosi has been speculating on (like Alphabet, Facebook, Netflix, etc.) In her newest periodic transaction report, the senior Democrat disclosed that her husband, financier Paul Pelosi, on Jan. 21 exercised call options to buy shares of Apple (AAPL.O), Walt Disney. General Motors ICE automobile business would be disrupted if Tesla were successful. This led some of her colleagues, on both the left and the right, to sharply criticize her and draft legislation to restrict members of Congress and their spouses from trading stocks. Further, Roger had been a long-term director of General Motors. On the date of publication, William Whitedid not have (either directly or indirectly) any positions in the securities mentioned in this article. 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. A financial disclosure report shows that Pelosi exercised 50 CALL options (5,000 shares) on PayPal Holdings, Inc. (NASDAQ:PYPL) stock in January 2022 worth somewhere between $500,000 and $1,000,000. A few examples of that include what thas Nikola (NASDAQ:NKLA) stock on the rise today, the deal sending Data Storage(NASDAQ:DTST) stock higher, as well as Wejo Group(NASDAQ:WEJO) stock running higher on a partnership. The Pelosis have shown some suspiciously perfect timing which is hard to achieve without insider knowledge. That was principally for two reasons: First, automobile manufacturing and distribution is unusually complicated, capital intensive, and highly regulated, which makes profitability problematic; second, cars with ICE motors require extensive annual maintenance, and dealer services revenues, not profits from automobile sales, are the most important contributor to profits of perpetual licensed ICE car dealerships. Yet Paul somehow did it. But if you have an informational edge trading options can be a great way to use that advantage. (Reuters) - Russian Foreign Ministry spokeswoman Maria Zakharova said on Tuesday that Russia views U.S. House of Representatives Speaker Nancy Pelosi's expected visit to Taiwan as a "provocation" aimed at pressuring Beijing. That year alone, she earned more than $100,000 from dividends and gains on their investments. With or without Nancys insights, in the last years alone, Nancy and Paul Pelosi have made ~$30 million from bets on the Big Tech firms Nancy Pelosi is responsible for regulating. Moreover, Pelosi dumped 5,000. Sen. Jon Ossoff, a Democrat, introduced a similar bill alongside Sen. Mark Kelly with the intent to ban members of Congress and their families from trading stocks. In September 2022, Pelosi purchased 20,000 shares of Alphabet by exercising 200 call options. Lorem ipsum dolor sit amet, consectetur adipiscing elit. Lately, Pelosi has been quietly buying the dip on tech stocks that have witnessed a large correction in their prices due to rising interest rates. It is worth noting that all stock buys reported by Nancy Pelosi are in fact made by her spouse. 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. This is a real estate and venture capital investment firm located in San Francisco. Benzinga does not provide investment advice. With a market cap of $1.263 trillion, It is the fourth largest company by market valuation in the world. Pelosi's stock portfolio is worth an estimated $150.5 million. Disney. Options. In its Q2 2022 investor letter, Baron Funds, an asset management firm, highlighted a few stocks and Tesla, Inc. (NASDAQ:TSLA) was one of them. With that in mind, lets examine the last 12 stock holdings and their respective positions that Nancy Pelosi and her husband bought. Despite those transparency requirements, a 2021 Insider investigation found that dozens of federal lawmakers and at least 182 top congressional staffers had violated a federal conflict-of-interest law known as the STOCK Act. The contracts gave Pelosi the right to convert his 40 call options into 4,000 Alphabet shares at a price of $1,200. All rights reserved. The Nancy Pelosi Stock Tracker is a tool that allows you to track the stocks that Nancy Pelosi has been buying and selling. 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. 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. Comments saidit was 1,000 shares sold at an average price of $292.89 for a loss of $63,535. Roblox is a free-to-play video game that was released around 2006 that allows players to build games and worlds in a lego-like aesthetic for themselves and other players. Here is what the fund said: In financials,American Express Company (NYSE:AXP)has done an excellent job demonstrating the resiliency of its franchise amid a global pandemic that drove a 60% decline in its core travel and entertainment business. Her husband, Paul Pelosi, is a businessman and investor with an estimated net worth of $120 million. But together with her husband, she has also made some savvy stock investments, and its worth looking at the history of their stock portfolio. Nancy Pelosi's investment portfolio is up 9.5% since the start of 2020, while the S&P 500 is down 6.2%. It is one of the premier stocks in the Nancy Pelosi stock portfolio. 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 the data available publicly, the House Speaker. But not Nancy. Out of the 433 members of Congress that have reported their financial information publicly, over half of them are millionaires. (Andrew Caballero-Reynolds via Getty Images). The report is dated late February 2022 and signed by the Speaker herself. The price of AXP has increased by more than 17% since the start of the year, which is in line with most stocks in the financial sector. Here are eight of Nancy Pelosi's most-recent stock purchases. The stock is down 2.5% as of Wednesday afternoon. 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. In September, Pelosi backed a bill House Democratic leadership advanced that would ban various government officials, including members of Congress, from trading individual stocks. However, the TNFG Pelosi Tracker portfolio is up +50% returns. AllianceBernstein Holding L.P. (NYSE:AB) is a publicly owned, investment manager. Members of Congress are free to buy and sell stocks and options as long as they disclose the transactions in a timely manner. Pelosi's husband's firm, Paul, Weiss, Rifkind, Wharton & Garrison LLP, is a major player in the tech industry. That means the former 'Queen of Stonks' lagged the S&P 500 in 2022. The financial gurus on TikTok and Twitter obsessively tracking Nancy Pelosi's stock trades Joshua Bote , SFGATE Feb. 3, 2022 Updated: Feb. 3, 2022 10:20 a.m. On October 10, PayPal Holdings said that it has withdrawn a policy that would have seen users fined $2,500 for spreading misinformation. (click here to read more). Pelosi's trades regularly feature on high-profile investing meme Twitter accounts like Dr. Parik Patel and Litquidity. As described above, were going to look at the latest 12 stock holdings the Pelosi couple bought. Nancy Pelosi, a former House Speaker and leader of the House Democrats for 20 years, is one of the most active stock traders among U.S. politicians. According to Congress Trading, Pelosi lost over $500,000 on Tesla stock alone, before selling it in December. The report is dated late February 2022 and signed by Pelosi herself. Apple in its iOS 14.5 rolled out an impactful change for the digital advertising landscape by requiring all apps to ask users to opt-in. Nancy Pelosi Status: Member State/District: CA12 tranSactionS iD owner asset transaction type Date notification Date amount cap. American Express Company (NYSE:AXP) provides charge and credit payment card products and travel-related services. 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. The move follows a dip in total earnings, as the latest earnings call showed the search giant missed earnings per share (EPS) by over 16%. 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. A previous analysis from Insider estimated that the Pelosis are worth at least $46,123,051, making Nancy Pelosi one of the 25 richest members of Congress. The app allows you to test different strategies in a 100% safe environment and also compete with other traders on the weekly leaderboards. Last week, it committed to investing $10 billion in OpenAI, the company behind the hugely popular ChatGPT. The two stocks fell 25.3% and 56.8% between then and the end of the year. Even small-time investors can get into high-priced real estate with these seven REIT ETFs that pay dividends. Meanwhile, Paul Pelosi continues to have the magic touch. Here's what the experts suggest. We increased our stake in the company, as we believe our secular thesis remains intact. A new filing revealedwhat the Pelosis sold from their investment portfolio in late 2022. 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. Nancy Pelosi's portfolio slumped 20% last year, according to an Unusual Whales report published last week. 1125 N. Charles St, Baltimore, MD 21201. That kind of wagon-circling by wealthy white politicians usually taints and tarnishes their reputation permanently. The transaction was disclosed the same day it was made. Concretely, the Banning Insider Trading in Congress Act was introduced in the Senate at the beginning of this year. General Motors ICE automobile business would be disrupted if Tesla were successful. So its not exactly Nancys type of game. In its Q2 2022 investor letter, ClearBridge Investments, an asset management firm, highlighted a few stocks and American Express Company (NYSE:AXP) was one of them. Why? Microns stock traded lower during the quarter due to macroeconomic concerns that led to lower earnings expectations. When asked in December 2021 whether members of Congress should even be allowed to trade stocks, Pelosi answered in the affirmative. Alphabet is the parent company of Google and YouTube, and is a global leader in online advertising. You can find out all about these topics by checking out the links below! 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. Part of the reason why Nancy Pelosi has garnered so much social media attention is due to her successes - one after another, after another. December 11, 2022. At a strike price of $100, these 100 call options (10,000 shares) were previously purchased by her on December 22, 2020. 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(read more). 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. Disney (NYSE:. *The historical data available on our website is restricted to the past 3 years. A comprehensive investing guide for Stocks,ETFs, Commodities, and more. 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).