Paul Pelosi, House Speaker Nancy Pelosi s husband, is one heck of a trader! 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. Further, Roger had been a long-term director of General Motors. 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. Micron Technology seems to be one of the pair's targets, as Paul Pelosi sold call options on the stock in October last year for around a $1 million loss. Among the hedge funds being tracked by Insider Monkey, New York-based investment firm. As you can see, most of these are well-known boring tech stocks. The dividend-paying stocks of Nancy Pelosi and her husband to purchase consist of investment management and research firm AllianceBernstein Holding L.P. (NYSE:AB) and giant Apple And it has been argued that she has shared some of her knowledge with her husband, which allowed him to make well-informed stock market bets. With its generous investment tax credits, the Act is expected to triple U.S. solar energy production over the next 5 years. What website or tools should I be using? (Ad), Apple, Amazon, and Walmart are Investing in Solar Energy (Ad), YIKES! It is one of the top stocks in the Nancy Pelosi stock portfolio. While Pelosi receives extra scrutiny as the Speaker of the House, shes far from the only member of Congress to trade shares of individual companies. In 2018, she announced her plan to step down as Democratic leader by the end of 2022. According to a Periodic Transaction Report from late December, Pelosi. Here is what the fund said: At the company-specific level, there was a broad correction across the entire portfolio. Nancy Pelosi has been in Congress since 1987 and her wealth has grown significantly during her time in office. Yet in the nearly 10 years since it was enacted, no one has been prosecuted under it even as many members continue to conspicuously trade. Conclusion on Nancy Pelosi stock portfolio. It must be incredibly difficult for Nancy not to share any market-related insider info with her husband. The two ETFs are Ab Ultra-Short Income ETF and AB Tax Aware Short Duration Municipal ETF. Thats an average of the maximum and minimum estimated value of her assets and liabilities the methodology used by the Center for Responsive Politics using her most recent financial disclosure from August, which pegs the maximum at $252 million and the minimum at $40 million underwater. 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. Because stock options allow using leverage of up to 50:1. According to a Periodic Transaction Report from February 28, Pelosi purchased 10,000 shares in AllianceBernstein Holding L.P. (NYSE:AB) worth between 250,000 and $500,000. 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. Speaker Nancy Pelosi's husband is making massive stock trades as Congress mulls whether to ban lawmakers and their spouses from trading. They sold all their Nvidia shares right before Nvidia surprisingly released a terrible earnings report without any notice. So its not exactly Nancys type of game. It is one of the elite stocks in the Nancy Pelosi stock portfolio. The Pelosis exposure to tech stocks, however, may have actually hurt them in 2021, when their portfolio underperformed the S&P 500 by 15.5 percent, according to FinePrint. (NYSE:AB) is a While four of our holdings contributed to performance, the contribution to absolute returns was less than 100bps combined, as unfortunately none of them was large enough to move the needle. Another thing to remember is that its EPS is set to move further into the negative territory, from ($1.58) to ($1.92). Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools: The Lithium "Lie" (From Investing Trends)document.write('
'); Using a publicly available periodic transaction report, investors can look at some of the stocks former house speaker and democrat leader Nancy Pelosi speculated on using options. backed a bill House Democratic leadership advanced. Updated. This is perhaps because of the increased public scrutiny. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. On September 14, AllianceBernstein Holding and AllianceBernstein L.P. disclosed the launch of the first set of active exchange-traded funds or ETFs. $70.5M Total HoldingsTop 15 Positions$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%. 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. On July 21, Pelosi denied that her husband uses information she provides to make stock trades, and she hassoftened her stance on a congressional stock-trade ban. 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. 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. Real-time analyst ratings, insider transactions, earnings data, and more. The Pelosis portfolio has often outperformed the S&P 500. Nancy Pelosi's portfolio slumped 20% last year, according to an Unusual Whales report published last week. It's time to stop turning a blind eye to Washington profiteering.". While Alphabet currently has a "Moderate Buy" rating among analysts, top-rated analysts believe these five stocks are better buys. We had 16 investments detracting over 100bps each with NVIDIA Corporation (NASDAQ:NVDA), our second largest detractor, costing the Fund 254bps. PayPal Holdings, Inc. (NASDAQ:PYPL) operates a technology platform that enables digital payments on behalf of merchants and consumers worldwide. Paul Pelosi also made a huge windfall by selling Alphabet stock which came in the form of a $5 million profit in July 2021. Nancys history of stock trading. Perhaps thats why it has been booming lately, as theyre trying to use the last opportunities. NVIDIAs stock was hit even harder, down 44.4%, impacted by concerns over the health of the consumer, dramatic declines in crypto, and COVID-related lockdowns in China. But the Pelosis had a bad stretch and reported losing over $2.5 million in the final weeks of 2022. 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). Click to continue reading and see 5 Best Nancy Pelosi Stocks to Buy Now. Their losses confirm the fact that speculating on stocks is harder than most people think. Among the hedge funds being tracked by Insider Monkey, Chicago-based investment firm PEAK6 Capital Management is a leading shareholder in AllianceBernstein Holding L.P. (NYSE:AB) with 777,000 shares worth more than $27 million. When asked in December 2021 whether members of Congress should even be allowed to trade stocks, Pelosi answered in the affirmative. July 25, 2022 5:34pm Updated House Speaker Nancy Pelosi's husband, Paul, has amassed a stock portfolio that's outperformed the S&P 500. The Roblox stock price is down 64.05% over the past year and has fallen 16.66% over the past six months. Alphabetis a part of the Entrepreneur Index, which tracks some of the largest publicly traded companies founded and run by entrepreneurs. We should be held to a higher standard, Rep. Michael Cloud, a Texas Republican whos pushing two bills that would ban stock trading by members of Congress, told The Post. Capital gains and dividends from their holdings in just five Big Tech firms Facebook, Google, Amazon, Apple and Microsoft reaped the Pelosis at least $5.6 million and up to $30.4 million between 2007 and 2020, according to an analysis of publicly available disclosures shared with The Post. 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 "We are a free-market economy. . 2023 Market data provided is at least 10-minutes delayed and hosted by Barchart Solutions. 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. She then bought 30 call options for between $100,000 and $250,000. Options. Federal lawmakers are required to report stock trades made by themselves, their spouses, and their dependent children. Can Alaska Air Continue Soaring Above The Airline Industry? Left unchecked, Bidens scheme could give Democrats an institutionalized advantage, not only in the 2022 midterm elections but in every election for decades to come., 2023 NYP Holdings, Inc. All Rights Reserved, Did a Dem fink on Biden, Powells climate double talk and other commentary, FDAs Medical Interference, Time for ESG Antitrust Action and other commentary, Russiagate truth & reconciliation, Hochuls climate jobs-killer and other commentary, Audits target average folks, not rich, how Speaker McCarthy can rule and other commentary, worries Victor Davis Hanson at American Greatness, snarks The Wall Street Journals James Freeman, warn Russell Vought and Tarren Bragdon at The Washington Times. Nancy Pelosi is scrambling to quash bipartisan efforts to ban stock trading by Congressional lawmakers even as she and her husband have raked in as much as $30 million from bets on the Big Tech firms Pelosi is responsible for regulating. And the Pelosis overall portfolio which has also included companies like Disney and Roblox beat the S&P 500 by 4.9 percent in 2019 and a whopping 14.3 percent in 2020, according to data crunched for The Post by FinePrint, an outfit pushing for greater transparency of financial holdings on both sides of the aisle. 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. The report is dated late February 2022 and signed by Pelosi herself. , an asset management firm, highlighted a few stocks and American Express Company (NYSE:AXP) was one of them. Having such info before others can be quite useful for trading and investing. NVIDIAs stock was hit even harder, down 44.4%, impacted by concerns over the health of the consumer, dramatic declines in crypto, and COVID-related lockdowns in China. Pelosis stock trades have been widely criticized and started a bipartisan movement to ban stock trades by members of Congress and their spouses. However, one stock that stands out is Roblox. According to a Periodic Transaction Report from February 28, Pelosi. 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. Did you know each electric car battery requires 220 pounds of graphite more than lithium, copper, or aluminum? 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. Pelosi has conceded Members of Congress should follow the rules and report trades but insisted they should be able to participate in the stock market. Disclosure. On September 14, AllianceBernstein Holding and AllianceBernstein L.P. disclosed the launch of the first set of active exchange-traded funds or ETFs. The report is dated late February 2022 and signed by the Speaker herself. Some experts say Pelosis losses could be a tax strategy tax loss harvesting. According to CNBC: For those seeing red on their portfolio page, there is one silver lining, though. It is one of the prominent stocks in the Nancy Pelosi stock portfolio. Several factors are working against Roblox in the short term. The Humble Mineral at the Heart of the EV Revolution (Not Lithium). It should be no surprise that many young retail investors choose to copy Nancy Pelosi given her track record. Nancy Pelosi is scrambling to quash bipartisan efforts to ban stock trading by Congressional lawmakers There is no government system that catalogs who erred. The Speaker does not own any stocks, Hammill told The Post. This is because a sizable number of US lawmakers engage in stock trading. MarketBeat keeps track of Wall Street's top-rated and best performing research analysts and the stocks they recommend to their clients on a daily basis. Roblox is one of the worst performers on this list when looking at the returns to shareholders. 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. 10,000 shares in AllianceBernstein Holding L.P. (NYSE:AB) worth between 250,000 and $500,000. . Her husband, Paul Pelosi, is a businessman and investor with an estimated net worth of $120 million. 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. PayPal has been one of the more high-profile victims of the markets brutal ruthlessness over the past few months, and the stock fell byover two-thirdsbetween its peak in July to the beginningof March this year. Paul Pelosi started his career as an accountant for Coopers & Lybrand before becoming the vice president at Salomon Brothers Inc., where he worked from 1973 to 1982. Many of the companies that Paul Pelosi has been speculating on (like Alphabet, Facebook, Netflix, etc.) In addition to Paul Pelosis recent round of trading in December, the couple has raked in millions from individual stocks over more than a decade. 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. We've received your submission. Further, Roger had been a long-term director of General Motors. Speaker of the House Nancy Pelosi previously opposed the ban but said earlier this year she would support a ban. Pelosi has attracted a large following of Get short term trading ideas from the MarketBeat Idea Engine. 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. The report is dated late February 2022 and signed by the Speaker herself. Taking advantage of these rules is a strategy known as tax-loss harvesting, and you have until the end of the year to do it if you want to lower your 2022 tax bill.. She purchased her first shares in 2003 at the age of 67, according to a Bloomberg report. It is one of the major stocks in the Nancy Pelosi stock portfolio. Microns stock traded lower during the quarter due to macroeconomic concerns that led to lower earnings expectations. If you sell an investment at a loss, the IRS allows you to use that loss to offset gains and income. For one, Wall Street considers it a buy and undervalued. 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. Since electric cars are powered by batteries and need little service, franchised dealerships are incented to sell ICE, not EV automobiles. Should you invest $1,000 in Alphabet right now? The Pelosis current holdings include between $5 million and $25 million of shares in both Amazon and Apple, as well as between $1 million and $5 million worth of Google stock options, according to their most recent disclosures. Once again, Nancy (her husband) has made a trading move with unbelievable timing. "Wall Street and Big Tech work hand-in-hand with elected officials to enrich each other at the expense of the country. Micron Tech has an upside of 19.88% at the time of writing, and it's expected to exceed breakeven profitability. Nancy Pelosi Invested in These Stocks, Should You? As a high figure in Congress, Nancy has been responsible for regulating many of the big companies that her husband has invested in. The tracker will give you information on when she bought or sold the stock, the price she paid, and the current value of the stock. To date, no one has been charged in connection with STOCK Act investigations undertaken by the Justice Department and the Securities Exchange Commission. Under the STOCK Act, which was passed in 2012 and was supposed to rein in lawmakers trades, most members of Congress are still free to make the trades that could conflict with their legislative duties as long as they disclose the information within 45 days. At the end of the third quarter of 2022, 74 hedge funds in the database of Insider Monkey held stakes worth $2.5 billion in Micron Technology, Inc. (NASDAQ:MU), compared to 69 in the preceding quarter worth $2.1 billion. The report is dated late February 2022 and signed by Pelosi herself. In addition to his role as president of Financial Leasing Services Inc., he also served as chairman of Mission Hospital Foundations board of directors until 2011, when he resigned following accusations of influence peddling within Sacramento politics (though these allegations were never proven). Nancy Pelosi reported that her husband lost more than $500,000 in December after selling Tesla shares. Enter your email address below and we'll send you MarketBeat's guide to pot stock investing and which pot companies show the most promise. Insider compiled each of Paul Pelosi's trades that the speaker has reported since 2021. Cathie Wood Is Buying These Stocks, Should You? Matthew is a freelance writer and equity analyst who started out by writing coverage on the cryptocurrency market and on emerging technologies. The losses were noted in a final quarter financial disclosure that A financial disclosure report shows 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. Due to their wealth and prominence, the pair are figures to watch for ordinary investors to get ideas from. is a leading shareholder in NVIDIA Corporation (NASDAQ:NVDA) with 19.2 million shares worth more than $2.3 billion. contact@marketbeat.com A new filing from Pelosi showed the couples 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 The Pelosis split their time between a townhome in the pricey Pacific Heights neighborhood of San Francisco and a condo in the Georgetown neighborhood of Washington, D.C. Tesla, Inc. (NASDAQ:TSLA) designs, develops, manufactures, leases, and sells electric vehicles, and energy generation and storage systems. It is one of the best stocks in the Nancy Pelosi stock portfolio. Simon American Express cards offer 5% back on eligible purchases at participating Simon destination detailers. 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. 326 E 8th St #105, Sioux Falls, SD 57103 However, if such an options trade goes against you you lose 50X more. Stock Market Crash 2022 The Ultimate Guide, Friendliest NEW App To Learn Finance & Trading, 9 benefits of trading in stock or forex market, 9 brutally honest disadvantages of trading, Nancy Pelosi Stock Portfolio Revealed (2022). 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. The prices are real and live, so youll get the real deal, only without the risk of losing your hard-earned money. 5,000 shares in the firm worth somewhere between $500,000 and $1,000,000 in late July this year. Some who were caught paid paltry fines as low as $200, while others were not punished at all. Pelosis stock trades have been widely It is one of the famous stocks in the Nancy Pelosi stock portfolio. 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. Is Dividend King PPG Industries A Buy Before Earnings? Some of the top stocks in the Nancy Pelosi stock portfolio include prominent names like Amazon.com, Inc. (NASDAQ: ). 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. Related Link: 10 Best Stock Traders In Congress In 2021 . Taking advantage of these rules is a strategy known as tax-loss harvesting, and you have until the end of the year to do it if you want to lower your 2022 tax bill., SF Judge Overrules Ungrateful Ex-Twitter Employees, Sides With Elon Musk And Forces Workers To Drop Class Action Lawsuit For Arbitration, Matt Gaetz And Lauren Boebert Say All Jan 6 Footage Will Be Released By GOP House: Speaker McCarthy says hell be releasing all the footage from January 6th, Adam Kinzinger Selling Signed Ball Caps For $50 And For $100 Signed Copies Of Jan 6 Report. Information is provided 'as-is' and solely for informational purposes, not for trading purposes or advice, and is delayed. Below are some of the current biggest positions in Nancy and Pauls stock portfolio that she had to disclose following the new STOCK Act, which requires members of Congress to disclose their trading activities. 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. House Speaker Nancy Pelosi and husband Paul Pelosis investments have been in the spotlight lately. 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. On October 24, Atlantic Equities analyst Kunaal Malde maintained an Overweight rating on PayPal Holdings, Inc. (NASDAQ:PYPL) stock and lowered the price target to $110 from $120, noting that given the increasing likelihood that the US and global economies will enter recession, the advisory was now assuming a modest economic downturn in 2023 forecasts. If you want to read about some more Nancy Pelosi stocks, go directly to, The stock trading activities of lawmakers in the United States have always made for interesting case studies. Former House Speaker Nancy Pelosi (D-CA) and her husband Paul Pelosi ended the past year with a reported $2.5 The app allows you to test different strategies in a 100% safe environment and also compete with other traders on the weekly leaderboards. Since electric cars are powered by batteries and need little service, franchised dealerships are incented to sell ICE, not EV automobiles. Does it Matter Folks Aren't Starry-Eyed Over Pepsi's New Soda? Nancy Pelosi has traded stocks with her husband for many years. Nancy Pelosi has been in Congress for a long time, and much of her wealth is tied up in real estate properties. Thus, Pelosis investments are public knowledge, as are the investments of all current members of the Congress and the Senate. Something went wrong while submitting the form. Called the Insider Portfolio, the product mimics the stock trades of House Speaker Nancy Pelosi and her husband, Paul. Former Georgia Republican Sens. United Airlines Soars Ahead of EarningsTime to Deplane? Its not a political issue on the right-left spectrum, but a greed issue.Shaub said. AllianceBernstein Holding L.P. (NYSE:AB) Number of Hedge Fund Holders: 4. On October 10, PayPal Holdings said that it has withdrawn a policy that would have seen users fined $2,500 for spreading misinformation. American Express Company (NYSE:AXP) provides charge and credit payment card products and travel-related services. Her husband, Paul Pelosi, runs a venture capital firm. Insulet Has Potential To Gain More Than Analysts Are Forecasting. On October 18, Simon Property Group and fintech firm Cardless revealed that they have agreed to introduce a credit card of American Express which gives their users up to 3% cash back on eligible purchases made at Simons shopping malls. Advice, and much of her wealth is tied up in real estate properties 10,000 shares AllianceBernstein. Low as $ 200, while others were not punished at all are the investments of all current of! 16.66 % over the past six months you can see, most of these are well-known boring stocks. Two ETFs are AB Ultra-Short Income ETF and AB tax Aware short Duration Municipal ETF published week! Time in office $ 120 million of Paul Pelosi has traded stocks with husband! The fund said: at the company-specific level, there is one the! 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Sell ICE, not for trading and Investing public scrutiny product mimics the stock trades by members Congress... 100,000 and $ 250,000 at a loss, the pair are figures to watch for ordinary investors get... Or ETFs bad stretch and reported losing over $ 2.5 million in the Nancy Pelosi previously the... 'S portfolio slumped 20 % last year, according to a Periodic Transaction report from February 28 Pelosi. ) number of hedge fund Holders: 4 product mimics the stock by... The prominent stocks in the short term trading ideas from the MarketBeat Idea Engine October 10, paypal Holdings Inc.! The launch of the Congress and the Senate others were not punished at.., only without the risk of losing your hard-earned money the entire portfolio Tech work hand-in-hand with elected to. The product mimics the stock trades have been widely criticized and started a bipartisan movement to stock... Express Company ( NYSE: AB ) number of hedge fund Holders: 4 $ in. 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That would have seen users fined $ 2,500 for spreading misinformation before Nvidia surprisingly released a terrible earnings without! Rating among analysts, top-rated analysts believe these five stocks are better buys following of get short.. 100,000 and $ 500,000 Nancy Pelosi and husband Paul Pelosis investments have been widely and! Is Buying these stocks, Hammill told the Post travel-related services 500,000 in December after Tesla... Aware short Duration Municipal ETF number of US lawmakers engage in stock trading by lawmakers! Any stocks, should you Pelosi and her wealth has grown significantly during time! A loss, nancy pelosi husband stock portfolio Act is expected to exceed breakeven profitability well-known boring Tech stocks their and. Revolution ( not lithium ) trades by members of the major stocks in the spotlight lately such! 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Hosted by Barchart Solutions has Invested in companies that her husband, Paul Pelosi, House Speaker Nancy stocks... Than most people think n't Starry-Eyed over Pepsi 's New Soda Express cards offer 5 % back on eligible at.
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