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. Should you invest $1,000 in Alphabet right now? House Speaker Nancy Pelosi's 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. In May, Democratic Sen. Ron Wyden of Oregon caught flak for pushing legislation to boost chipmakers while his wife Nancy Bass Wyden, the owner of the Strand Bookstore in Manhattan traded hundreds of thousands of dollars worth of sharesin several chipmakers including Nvidia. Thus, Pelosis investments are public knowledge, as are the investments of all current members of the Congress and the Senate. Nancy Pelosi has traded stocks with her husband for many years. Paul Pelosi's trades were a facet of the coverage But many government reform groups panned this legislation, and the fate of a congressional stock-trade ban in general remains unclear. 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. . Paul Pelosi, the husband of then-Speaker Nancy Pelosi, lost over half a million dollars selling Tesla stock in December as Elon Musks electric vehicle and solar panel manufacturer sank amid broader fears about his focus company after his takeover of Twitter. Nancys history of stock trading. 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. MarketBeat has identified the five stocks that top analysts are quietly whispering to their clients to buy now before the broader market catches on and Alphabet wasn't on the list. Late last month, the House Speaker disclosed that the Pelosisscooped up millions in bullish call optionsfor stocks including Google, Salesforce, Micron Technology and Roblox. At the end of the third quarter of 2022, 88 hedge funds in the database of Insider Monkey held stakes worth $7.3 billion in Tesla, Inc. (NASDAQ:TSLA), compared to 73 in the preceding quarter worth $7.1 billion. But it doesnt mean its a bad investment (in theory). In order to make these trades more transparent, the 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 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. By 2017, she owned approximately $1 million worth of stock in IBM and Apple alone. Pelosis smelly stock moves, paralyzed by climate fear and other commentary. 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 major stocks in the Nancy Pelosi stock portfolio. As a high figure in Congress, Nancy has been responsible for regulating many of the big companies that her husband has invested in. China controls more than 90% of this vital ingredient. This is the full list of stocks and ETFs that Nancy Pelosi has invested in as of her most recent filing. 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. 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. Yet one very senior lawmaker who seems lukewarm at best about a ban is House Speaker Nancy Pelosi (D-Calif.). But then her husband Paul is a real-life version of Gordon Gekko his portfolio has substantially outperformed the S&P 500. Members of Congress have access to a lot of sensitive information that can help make them seriously richer, so the questions around whether Paul and Nancy Pelosi are profiting are only going to get louder if Congress fails to act., From the right: Woke Policy Degrades Army, The U.S. Army has met only 40 percent of its 2022 recruiting goals, worries Victor Davis Hanson at American Greatness. It is one of the premier stocks in the Nancy Pelosi stock portfolio. To see all exchange delays and terms of use please see Barchart's disclaimer. The Speaker does not own any stocks, Hammill told The Post. The U.S. solar industry generated nearly $33 billion of private investment in the American economy in 2021 -- and analysts say it looks like the start of a long solar bull market. Pelosi opened a long position on the smaller side compared to the rest, with a value of $100,000 to $250,000. backed a bill House Democratic leadership advanced. It seemed to confirm that things are always, inexorably getting worse as we hurtle towards our sun-burnt doom. Except theyre not. Their losses confirm the fact that speculating on stocks is harder than most people think. Pelosis stock trades have been widely criticized and started a bipartisan movement to ban stock trades by members of Congress and their spouses. Export data to Excel for your own analysis. 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. This is perhaps because of the increased public scrutiny. They also own a Napa Valley vineyard thats worth between $5 million and $25 million, according to required financial disclosure reports, which allow members of Congress to obscure their net worth by listing value ranges rather than precise figures. Other supporters of bipartisan legislation to ban Pelosi-style trading by members of Congress include progressives like Sen. Elizabeth Warren (D-Mass.) Micron Technology, Inc. (NASDAQ:MU) designs, manufactures and sells memory and storage products worldwide. Former House Speaker Nancy Pelosi (D-CA) and her husband Paul Pelosi ended the past year with a reported $2.5 However, if such an options trade goes against you you lose 50X more. The optics are terrible for her, for the party, and for Congress, one Democratic insider told The Post. 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. The trades the Pelosis took big losses on are: $853K on PayPal stock $733K on Salesforce options $500K on Tesla stock $235K on Roblox options, Maybe spending a bit too much time on WallStreetBets since losing her role as Speaker of the House, Quiver Congress (@QuiverCongress) January 13, 2023, Nancy Pelosi Stock Tracker (@PelosiTracker_) January 13, 2023, Breaking: Nancy Pelosi just sold up to $8.25M worth of stocks, They sold:$AB 20K shares $GOOGL 30K shares$NFLX 1K shares$PYPL 5K shares$TSLA 5K shares$CRM 130 calls$DIS 10K shares, Notably, she lists ~$2.5M in total losses, but does not list the profits, All Rights Reserved, Copyright MAGA Conservatives, Some experts say Pelosis losses could be a tax strategy tax loss harvesting.. 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. Speaker of the House Nancy Pelosi previously opposed the ban but said earlier this year she would support a ban. It must be incredibly difficult for Nancy not to share any market-related insider info with her husband. 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. It is one of the elite stocks in the Nancy Pelosi stock portfolio. 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. Based on the stocks As a result of the new bill, insider trading will get much riskier and harder. 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. Is it a Buy? Insider collected and analyzed the trades listed in each of Pelosi's periodic transaction reports submitted since 2021. Furthermore, Roblox is a top contender to become the most popular metaverse platform, so the growth opportunity is huge. Nancy Pelosi has been in Congress since 1987 and her wealth has grown significantly during her time in office. In 2018, she announced her plan to step down as Democratic leader by the end of 2022. is a leading shareholder in American Express Company (NYSE:AXP) with 151.6 million shares worth more than $20 billion. Its EPS is presently negative at $2.24, but it is poised to grow to a positive $1.20 per share soon. The Pelosi Stock Tracker is updated every day via Twitter, so you can stay up-to-date on her latest trades. NVIDIA Corporation (NASDAQ:NVDA) provides graphics, computing and networking solutions. For investors eying Disney up as a potential holding, there are some reasons to feel positive about it. Oops! Copyright Hedgehog Solutions | Three Investeers | The Stock Market Trading Game. E.g., fires in London have dropped dramatically since 2008, despite rising temperatures. is originally published on Insider Monkey. Nancy Pelosi also owns shares of Apple (AAPL), Disney (DIS), and Roku (RBLX). Another thing to remember is that its EPS is set to move further into the negative territory, from ($1.58) to ($1.92). When asked in December 2021 whether members of Congress should even be allowed to trade stocks, Pelosi answered in the affirmative. Paul Pelosi's trades involve Apple, Visa, and NVIDIA. Its not a political issue on the right-left spectrum, but a greed issue.Shaub said. We had 16 investments detracting over 100bps each with NVIDIA Corporation (NASDAQ:NVDA), our second largest detractor, costing the Fund 254bps. 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. Stock options can be bought and sold on exchanges just like regular company shares. is a leading shareholder in Roblox Corporation (NYSE:RBLX) with 10.6 million shares worth more than $380 million. I'm looking to mirror my portfolio to have the same ratio of stocks as Nancy and Paul Pelosi and then also receive an update whenever they buy or sell something so that I can do the same. Former Georgia Republican Sens. Nancy Pelosi has traded stocks with her husband for many years. It is one of the famous stocks in the Nancy Pelosi stock portfolio. Nancy Pelosi allegedly has a net worth of around $120 million, while her husband, Paul Pelosi, operates a real estate and venture capital firm in San Francisco. Here are some of Paul Pelosis stock option trades: An option is a contract that allows (but does not oblige) you to make a trade at a fixed price at a future time. Post Editorial Board. 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 2012 law was passed with bipartisan support in the wake of a stock trading scandal. In-depth profiles and analysis for 20,000 public companies. 10,000 shares in AllianceBernstein Holding L.P. (NYSE:AB) worth between 250,000 and $500,000. They sold all their Nvidia shares right before Nvidia surprisingly released a terrible earnings report without any notice. It is one of the best stocks in the Nancy Pelosi stock portfolio. She purchased her first shares in 2003 at the age of 67, according to a Bloomberg report. (, NVIDIA Corporation (NASDAQ:NVDA) provides graphics, computing and networking solutions. In September, Pelosi backed a bill House Democratic leadership advanced that would ban various government officials, including members of Congress, from trading individual stocks. 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. I believe the price appreciation is largely attributed to the increased attention. 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). Pelosi has made tens of millions of dollars in well-timed stock trades during the past few years congressional records show. Before you consider Alphabet, you'll want to hear this. 5,000 shares in the firm worth somewhere between $500,000 and $1,000,000 in late July this year. United Airlines Soars Ahead of EarningsTime to Deplane? She said she will, however, remain a member of Congress, having easily won re-election in November 2022. 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. Nancy Pelosi allegedly has a net worth of around $120 million, while her husband, Paul Pelosi, operates a real estate and venture capital firm in San Francisco. In this article, we discuss the 12 best Nancy Pelosi stocks to buy now. 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 thats only available to members of Congress. Nancy Pelosi doesnt trade or own stocks, its her husband Paul who manages their stock portfolio. The two ETFs are Ab Ultra-Short Income ETF and AB Tax Aware Short Duration Municipal ETF. Due to their wealth and prominence, the pair are figures to watch for ordinary investors to get ideas from. Billionaire Steve Cohens Top 10 Technology Stocks, 11 Best Wind Power and Solar Stocks To Buy. That means Pelosi's holdings lagged the SPDR's S&P 500 ETF Trust, which tracks the benchmark stock market index. Nancy Pelosi is scrambling to quash bipartisan efforts to ban stock trading by Congressional lawmakers WebPaul and Nancy Pelosi file huge stock loss to end 2022. PayPal said that the policy update was published in error. Unless members of Congress are willing to wear microphones around the clock when theyre having dinner with their spouses and going to bed, the public has no way of knowing what information they intentionally or inadvertently shared.. 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. There is no government system that catalogs who erred. brings together even the likes of Rep. Alexandria Ocasio-Cortez (D-N.Y.) and Sen. Josh Hawley (R-Mo. First, it's trading close to its projected price target of $35.41, thus leaving a limited upside potential of 10.6%. Disclosure. The issue of congressional stock trading has taken on new urgency since the beginning of the pandemic, when suspiciously timed stock trades by lawmakers in both parties provoked outrage and led to multiple investigations. Pelosi has denied any wrongdoing, but the allegations have led to calls for her to step down from the House of Representatives. "Wall Street and Big Tech work hand-in-hand with elected officials to enrich each other at the expense of the country. (NYSE:AB) is a Finally, there's the case of Walt Disney (NYSE: DIS). 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. The report is dated late February 2022 and signed by Pelosi herself. Yet Paul somehow did it. She purchased her first shares in 2003 at the age of 67, according to a Bloomberg report. July 25, 2022 5:34pm. Real-time analyst ratings, insider transactions, earnings data, and more. The Pelosis have shown some suspiciously perfect timing which is hard to achieve without insider knowledge. 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. 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. On October 10, PayPal Holdings said that it has withdrawn a policy that would have seen users fined $2,500 for spreading misinformation. The couple has been married since 1963 after meeting while both attending UC Berkeley: long before either had achieved success as politicians or businesspeople! 25 CALL options on Tesla, Inc. (NASDAQ:TSLA) stock worth somewhere around $1,000,000 and $5,000,000 on March 17. 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. Insider compiled each of Paul Pelosi's trades that the speaker has reported since 2021. Insiders have also been selling shares, and it has a high short-interest ratio of 7.23%. And now its Bidenbucks. States need to block this effort from influencing our elections by declining to designate federal agencies as acceptable voter-registrars, among other steps. He is also actively trading stock options. It is one of the top stocks in the Nancy Pelosi stock portfolio. In the first quarter of 2021, Roblox reported a +140% revenue growth. American Consumer News, LLC dba MarketBeat 2010-2023. On October 21, Micron Technology noted that it had signed a license and settlement agreement with subsidiaries of Wi-LAN. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. . WebConclusion on Nancy Pelosi stock portfolio. It's time to stop turning a blind eye to Washington profiteering.". 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. 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. Days later, Pelosi brushed off worries overstock picking by lawmakers, claiming it was part of the free-market economy comments that made Democratic insiders blood boil, people close to the speaker told The Post. 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 this deal, Micron obtained a license to patents owned by Wi-LANs wholly owned subsidiaries, Innovative Memory Solutions, North Star Innovations, and Cetus Technologies. 326 E 8th St #105, Sioux Falls, SD 57103 Sign in to your free account to enjoy all that MarketBeat has to offer. 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. When publicly available data discloses a As members of Congress debate whether lawmakers and their spouses should play the stock market, House Speaker Nancy Pelosi's husband, Paul Pelosi, a venture capitalist, continues to regularly buy and sell stocks and stock options. Nancy Pelosi and her husband Paul suffered massive losses in the stock market according to federal disclosure forms. Click to continue reading and see 5 Best Nancy Pelosi Stocks to Buy Now. And 613 winners. 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. Paul is a seasoned trader, and he is not only investing in stocks. On October 10, PayPal Holdings said that it has withdrawn a policy that would have seen users fined $2,500 for spreading misinformation. Nancy Pelosi's run as the "Queen of Stonks" appears to have come to an end last year. If you sell an investment at a loss, the IRS allows you to use that loss to offset gains and income. All rights reserved. This is because a sizable number of US lawmakers engage in stock trading. 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. By clicking Sign up, you agree to receive marketing emails from Insider Looking to copy Nancy and Paul Pelosi's trades. But the Pelosis had a bad stretch and reported losing over $2.5 million in the final weeks of 2022. That means the former 'Queen of Stonks' lagged the softened her stance on a congressional stock-trade ban. According to the data available publicly, the House Speaker. Why is the Bed Bath & Beyond Stock Price up 261%? Nancy Pelosi Invested in These Stocks, Should You? Roblox is one of the worst performers on this list when looking at the returns to shareholders. 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. 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 loss harvesting. Key policy makers can be rich but they shouldnt own individual companies, Jeff Hauser, a self-proclaimed progressive Democrat and founder and director of the Revolving Door Project, told The Post. The two ETFs are Ab Ultra-Short Income ETF and AB Tax Aware Short Duration Municipal ETF. Further, Roger had been a long-term director of General Motors. Several factors are working against Roblox in the short term. 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. 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. Nancys history But the U.S. just classified graphite as "essential for America's National Defense" and one little-known company is looking to win big in the energy war with China. as well as other partner offers and accept our, Photo Illustration by Rafael Henrique/SOPA Images/LightRocket via Getty Images, Gabe Ginsberg/SOPA Images/LightRocket via Getty Images, Silas Stein/picture alliance via Getty Images, Thomas Trutschel/Photothek via Getty Images, Igor Golovniov/SOPA Images/LightRocket via Getty Images, Sheldon Cooper/SOPA Images/LightRocket via Getty Images, Photo Illustration by Chesnot/Getty Images, Rafael Henrique/SOPA Images/LightRocket via Getty Images, Celal Gunes/Anadolu Agency via Getty Images, Alphabet Inc. - Class C Capital Stock (GOOG), Warner Bros. She then bought 30 call options for between $100,000 and $250,000. PepsiCo is the Winner, Here's Why, Get access to Market Wizards top strategy for 2023, 15 Technology Stocks That Analysts Love The Most, From Broke To Earning Thousands From Trading Each Month, 15 REITs That Wall Street Analysts Love in Today's Market, The Biggest "Missing Ingredient" in the $7 Trillion EV Market, Apple, Amazon, and Walmart are Investing in Solar Energy, Dont Make Another Trade Without Learning This. Our rationale was that, while the memory industry is cyclical, we believed there are strong secular drivers in place that will lead to higher peaks and long-term growth. Microns stock traded lower during the quarter due to macroeconomic concerns that led to lower earnings expectations. 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. The losses were noted in a final quarter financial disclosure that The stock trading activities of lawmakers in the United States have always made for interesting case studies. AllianceBernstein Holding L.P. (NYSE:AB) Number of Hedge Fund Holders: 4. Identify stocks that meet your criteria using seven unique stock screeners. cultural imagination. It reflects a desire to arrest the present in the name of averting the catastrophe creating anxiety and fear that obscure the very mundane, practical things we can do to adapt to a changing climate., We cant give in to doomerism, Sen. Bernie Sanders tweeted a refreshing message, snarks The Wall Street Journals James Freeman, from a man whos been claiming for more than half a century that America is in crisis and in need of revolutionary change. Bernie is actually trying to console supporters who fear its his agenda thats doomed. A financial disclosure report. 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). Besides information directly connected to large companies, the members of Congress might get early info about planned stimulus checks, inflation numbers, monetary policy measures, etc. Since electric cars are powered by batteries and need little service, franchised dealerships are incented to sell ICE, not EV automobiles.