$266.32M
Net Worth Est.
$109.81M
Trade Volume
51
Recent Trades
Sep 08, 2026
Last Trade
Current Member
Yes
Years Active
1987 - Present
Age
86
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Nancy Pelosi Stock Portfolio & Net Worth
Democrat
Representative (CA-11)
Active Trader
Trades: 51
Issuers: 23
Last Trade: Sep 08, 2026
Portfolio Lab
Backtest a hypothetical portfolio built from disclosed holdings (illustrative only; reporting delays and value ranges apply; past performance is not indicative of future results).
This portfolio monitors the publicly disclosed assets and transactions of Nancy Pelosi, compiled from official congressional financial filings under the STOCK Act. It currently tracks 817 disclosed assets and recent trading volume of $109.81M.
Financial holdings and assets from Nancy Pelosi's portfolio, compiled from official public records. Net worth estimates represent valuation range midpoints.
By value, the largest disclosed asset types are Stocks, Business Interests, and Real Estate.
Filing Sources & Methodology: Data compiled from official public filings with the U.S. House Clerk and U.S. Senate Financial Disclosures (eFD) pursuant to the STOCK Act (Pub. L. 112–105).
Disclosures are reported with a statutory 30–45 day delay and in broad valuation ranges; net worth and growth metrics represent midpoint approximations for research and informational purposes only. Not investment advice or a recommendation to buy or sell any security. Past performance is not indicative of future results.
Estimated Net Worth
$266.32M
Disclosed Portfolio
Disclosure period
2013 - 2025
Report years
Net Worth Growth
+120.0%
vs +249.0% S&P 500
Trade Volume
$109.81M
Recent Disclosed
Disclosed Trades
51
13 Official Filings
Portfolio Performance vs S&P 500
Cumulative disclosure net worth growth of Nancy Pelosi vs S&P 500 Index (SPY) since 2013.
Nancy Pelosi: +120.0%
S&P 500: +249.0%
Nancy Pelosi has a net worth of $266.32M
per our latest estimates. Estimates are calculated based on the midpoints of disclosed asset valuations.
Net Worth Trajectory
Note: the latest point is the current net worth estimate; earlier points come from annual reports (range midpoints), so the last step is not a like-for-like change.
$266.32M
Current Net Worth Est.
Top Holdings / Asset Types
Disclosed Holdings
| Asset / Holding | Asset Type | Disclosed Amount Range | Owner | Report Year | Filed Date |
|---|---|---|---|---|---|
BANK OF AMERICA - CHECKING ACCOUNT
Disclosed Asset
|
Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | JT | 2025 | May 15, 2026 |
Sahakol Equipment Public Company Limited
SQ
|
Stock | $250,001 - $500,000 | SP | 2025 | May 15, 2026 |
|
BOREL REAL ESTATE COMPANY
Disclosed Asset
|
Ownership Interest (Engaged in a Trade or Business) | $15,001 - $50,000 | SP | 2025 | May 15, 2026 |
| Stock | $5,000,001 - $25,000,000 | SP | 2025 | May 15, 2026 | |
| Options | - | SP | 2025 | May 15, 2026 | |
|
CITY CAR SERVICES LLC
Disclosed Asset
|
Ownership Interest (Engaged in a Trade or Business) | $50,001 - $100,000 | SP | 2025 | May 15, 2026 |
|
CITY NATIONAL BANK - CHECKING ACCOUNT
Disclosed Asset
|
Bank Accounts, Money Market Accounts and CDs | - | SP | 2025 | May 15, 2026 |
|
CITY NATIONAL SECURITIES - BROKERAGE MONEY MARKET ACCOUNT
Disclosed Asset
|
Bank Accounts, Money Market Accounts and CDs | - | SP | 2025 | May 15, 2026 |
| Stock | $1,001 - $15,000 | SP | 2025 | May 15, 2026 | |
| Stock | $500,001 - $1,000,000 | SP | 2025 | May 15, 2026 | |
|
CONGRESSIONAL CREDIT UNION - CHECKING ACCOUNT
Disclosed Asset
|
Bank Accounts, Money Market Accounts and CDs | $250,001 - $500,000 | Self | 2025 | May 15, 2026 |
| Stock | $1,000,001 - $5,000,000 | SP | 2025 | May 15, 2026 | |
| Stock | $250,001 - $500,000 | SP | 2025 | May 15, 2026 | |
|
EDI ASSOCIATES
Disclosed Asset
|
Ownership Interest (Engaged in a Trade or Business) | $250,001 - $500,000 | SP | 2025 | May 15, 2026 |
|
FINANCIAL LEASING SERVICES
Disclosed Asset
|
Ownership Interest (Engaged in a Trade or Business) | - | SP | 2025 | May 15, 2026 |
|
FORGE INVESTMENTS, LLC
Disclosed Asset
|
Asset-Backed Securities | $1,000,001 - $5,000,000 | SP | 2025 | May 15, 2026 |
|
FORTY-FIVE BELDEN CORPORATION
Disclosed Asset
|
Ownership Interest (Engaged in a Trade or Business) | $1,000,001 - $5,000,000 | SP | 2025 | May 15, 2026 |
|
GLOBAL AMBASSADOR CONCIERGE LLC
Disclosed Asset
|
Ownership Interest (Engaged in a Trade or Business) | $15,001 - $50,000 | SP | 2025 | May 15, 2026 |
|
HERITAGE BANK - CHECKING ACCOUNT
Disclosed Asset
|
Bank Accounts, Money Market Accounts and CDs | $15,001 - $50,000 | SP | 2025 | May 15, 2026 |
| Stock | $500,001 - $1,000,000 | SP | 2025 | May 15, 2026 | |
|
MATTHEWS INTERNATIONAL MUTUAL FUND
Disclosed Asset
|
Mutual Funds | - | SP | 2025 | May 15, 2026 |
| Stock | $5,000,001 - $25,000,000 | SP | 2025 | May 15, 2026 | |
| Stock | $100,001 - $250,000 | SP | 2025 | May 15, 2026 | |
|
NAUTILUS LEASING SERVICES
Disclosed Asset
|
Ownership Interest (Engaged in a Trade or Business) | $50,001 - $100,000 | SP | 2025 | May 15, 2026 |
| Stock | $1,000,001 - $5,000,000 | SP | 2025 | May 15, 2026 | |
|
NINE FORTY FIVE BATTERY LLC
Disclosed Asset
|
Ownership Interest (Engaged in a Trade or Business) | $5,000,001 - $25,000,000 | SP | 2025 | May 15, 2026 |
| Stock | $5,000,001 - $25,000,000 | SP | 2025 | May 15, 2026 | |
| Options | $500,001 - $1,000,000 | SP | 2025 | May 15, 2026 | |
|
PALO ALTO NETWORKS, INC. - COMMON STOCK (PANW)
Disclosed Asset
|
Stock | $1,000,001 - $5,000,000 | SP | 2025 | May 15, 2026 |
| Stock | - | SP | 2025 | May 15, 2026 | |
|
PIATTI RESTAURANT COMPANY
Disclosed Asset
|
Ownership Interest (Engaged in a Trade or Business) | $1,000,001 - $5,000,000 | SP | 2025 | May 15, 2026 |
| Stock | $15,001 - $50,000 | SP | 2025 | May 15, 2026 | |
|
REOF XX, LLC
Disclosed Asset
|
Asset-Backed Securities | $100,001 - $250,000 | SP | 2025 | May 15, 2026 |
|
REOF XXI, LLC
Disclosed Asset
|
Asset-Backed Securities | $100,001 - $250,000 | SP | 2025 | May 15, 2026 |
|
REOF XXII, LLC
Disclosed Asset
|
Asset-Backed Securities | $100,001 - $250,000 | SP | 2025 | May 15, 2026 |
|
REOF XXV, LLC
Disclosed Asset
|
Asset-Backed Securities | $500,001 - $1,000,000 | SP | 2025 | May 15, 2026 |
|
REOF XXVI, LLC
Disclosed Asset
|
Asset-Backed Securities | $250,001 - $500,000 | SP | 2025 | May 15, 2026 |
| Stock | $250,001 - $500,000 | SP | 2025 | May 15, 2026 | |
|
RUSSELL RANCH LLC
Disclosed Asset
|
Ownership Interest (Engaged in a Trade or Business) | $1,000,001 - $5,000,000 | SP | 2025 | May 15, 2026 |
| Stock | $5,000,001 - $25,000,000 | SP | 2025 | May 15, 2026 | |
|
STONERIDGE LLC
Disclosed Asset
|
Ownership Interest (Engaged in a Trade or Business) | $250,001 - $500,000 | SP | 2025 | May 15, 2026 |
|
TEMPUS AI, INC. - CLASS A COMMON STOCK (TEM)
Disclosed Asset
|
Options | $100,001 - $250,000 | SP | 2025 | May 15, 2026 |
|
THE ART OF POWER BOOK CONTRACT
Disclosed Asset
|
Intellectual Property & Royalties | - | Self | 2025 | May 15, 2026 |
|
THIRTEEN HUNDRED ONE SANSOME LLC
Disclosed Asset
|
Ownership Interest (Engaged in a Trade or Business) | $5,000,001 - $25,000,000 | SP | 2025 | May 15, 2026 |
| Options | $500,001 - $1,000,000 | SP | 2025 | May 15, 2026 | |
|
TRIPATH TECHNOLOGY INC. COMMON STOCK
Disclosed Asset
|
Stock (Not Publicly Traded) | $1 - $1,000 | SP | 2025 | May 15, 2026 |
|
U.S. BANK - CHECKING ACCOUNT
Disclosed Asset
|
Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | SP | 2025 | May 15, 2026 |
|
U.S. BANK - PELOSI TRUST CHECKING ACCOUNT
Disclosed Asset
|
Bank Accounts, Money Market Accounts and CDs | $1 - $1,000 | SP | 2025 | May 15, 2026 |
| Stock | $5,000,001 - $25,000,000 | SP | 2025 | May 15, 2026 | |
| Options | $500,001 - $1,000,000 | SP | 2025 | May 15, 2026 | |
| Stock | - | SP | 2025 | May 15, 2026 | |
Warner Bros. Discovery Inc.
WBD
|
Stock | $50,001 - $100,000 | SP | 2025 | May 15, 2026 |
|
WELLS FARGO BANK - CHECKING ACCOUNT
Disclosed Asset
|
Bank Accounts, Money Market Accounts and CDs | $15,001 - $50,000 | JT | 2025 | May 15, 2026 |
| Stock | $1,000,001 - $5,000,000 | SP | 2025 | May 15, 2026 | |
|
11 ZINFANDEL LANE - HOME & VINEYARD
Disclosed Asset
|
Real Property | $5,000,001 - $25,000,000 | JT | 2025 | May 15, 2026 |
|
25 POINT LOBOS - COMMERCIAL PROPERTY
Disclosed Asset
|
Real Property | $5,000,001 - $25,000,000 | SP | 2025 | May 15, 2026 |
|
45 BELDEN PLACE - FOUR STORY COMMERCIAL BUILDING
Disclosed Asset
|
Real Property | $5,000,001 - $25,000,000 | SP | 2025 | May 15, 2026 |
|
ALLIANCEBERNSTEIN HOLDING L.P. UNITS (AB)
Disclosed Asset
|
Ownership Interest (Engaged in a Trade or Business) | $1,000,001 - $5,000,000 | SP | 2025 | May 15, 2026 |
| Stock | $5,000,001 - $25,000,000 | SP | 2025 | May 15, 2026 | |
|
ALPHABET INC. - CLASS A COMMON STOCK (GOOGL)
Disclosed Asset
|
Options | $1,000,001 - $5,000,000 | SP | 2025 | May 15, 2026 |
| Stock | $5,000,001 - $25,000,000 | SP | 2025 | May 15, 2026 | |
| Stock | $5,000,001 - $25,000,000 | SP | 2025 | May 15, 2026 | |
| Options | $250,001 - $500,000 | SP | 2025 | May 15, 2026 | |
|
ARISTOTLE LLC
Disclosed Asset
|
Ownership Interest (Engaged in a Trade or Business) | $15,001 - $50,000 | SP | 2025 | May 15, 2026 |
| Stock | $100,001 - $250,000 | SP | 2025 | May 15, 2026 | |
|
AUBERGE DU SOLEIL
Disclosed Asset
|
Ownership Interest (Engaged in a Trade or Business) | $5,000,001 - $25,000,000 | SP | 2025 | May 15, 2026 |
|
BANK OF AMERICA - CHECKING ACCOUNT
Disclosed Asset
|
Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | SP | 2025 | May 15, 2026 |
|
STONERIDGE LLC
Disclosed Asset
|
Ownership Interest (Engaged in a Trade or Business) | $250,001 - $500,000 | SP | 2024 | May 15, 2025 |
|
11 ZINFANDEL LANE - HOME & VINEYARD
Disclosed Asset
|
Real Property | $5,000,001 - $25,000,000 | JT | 2024 | May 15, 2025 |
|
25 POINT LOBOS - COMMERCIAL PROPERTY
Disclosed Asset
|
Real Property | $5,000,001 - $25,000,000 | SP | 2024 | May 15, 2025 |
|
45 BELDEN PLACE - FOUR STORY COMMERCIAL BUILDING
Disclosed Asset
|
Real Property | $5,000,001 - $25,000,000 | SP | 2024 | May 15, 2025 |
|
ALLIANCEBERNSTEIN HOLDING L.P. UNITS (AB)
Disclosed Asset
|
Ownership Interest (Engaged in a Trade or Business) | $1,000,001 - $5,000,000 | SP | 2024 | May 15, 2025 |
| Stock | $5,000,001 - $25,000,000 | SP | 2024 | May 15, 2025 | |
| Stock | $5,000,001 - $25,000,000 | SP | 2024 | May 15, 2025 | |
| Stock | $1,000,001 - $5,000,000 | SP | 2024 | May 15, 2025 | |
| Stock | $25,000,001 - $50,000,000 | SP | 2024 | May 15, 2025 | |
|
ARISTOTLE LLC
Disclosed Asset
|
Ownership Interest (Engaged in a Trade or Business) | $15,001 - $50,000 | SP | 2024 | May 15, 2025 |
| Stock | $100,001 - $250,000 | SP | 2024 | May 15, 2025 | |
|
AUBERGE DU SOLEIL
Disclosed Asset
|
Ownership Interest (Engaged in a Trade or Business) | $5,000,001 - $25,000,000 | SP | 2024 | May 15, 2025 |
|
BANK OF AMERICA - CHECKING ACCOUNT
Disclosed Asset
|
Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | SP | 2024 | May 15, 2025 |
|
BANK OF AMERICA - CHECKING ACCOUNT
Disclosed Asset
|
Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | JT | 2024 | May 15, 2025 |
|
BANK OF AMERICA - CHECKING ACCOUNT
Disclosed Asset
|
Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | SP | 2024 | May 15, 2025 |
Sahakol Equipment Public Company Limited
SQ
|
Stock | $250,001 - $500,000 | SP | 2024 | May 15, 2025 |
|
BOREL REAL ESTATE COMPANY
Disclosed Asset
|
Ownership Interest (Engaged in a Trade or Business) | $15,001 - $50,000 | SP | 2024 | May 15, 2025 |
| Options | $1,000,001 - $5,000,000 | SP | 2024 | May 15, 2025 | |
|
CITY CAR SERVICES LLC
Disclosed Asset
|
Ownership Interest (Engaged in a Trade or Business) | $50,001 - $100,000 | SP | 2024 | May 15, 2025 |
|
CITY NATIONAL BANK - CHECKING ACCOUNT
Disclosed Asset
|
Bank Accounts, Money Market Accounts and CDs | $100,001 - $250,000 | SP | 2024 | May 15, 2025 |
|
CITY NATIONAL SECURITIES - BROKERAGE MONEY MARKET ACCOUNT
Disclosed Asset
|
Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | SP | 2024 | May 15, 2025 |
| Stock | $1,001 - $15,000 | SP | 2024 | May 15, 2025 | |
| Stock | $500,001 - $1,000,000 | SP | 2024 | May 15, 2025 | |
|
CONGRESSIONAL CREDIT UNION - CHECKING ACCOUNT
Disclosed Asset
|
Bank Accounts, Money Market Accounts and CDs | $50,001 - $100,000 | Self | 2024 | May 15, 2025 |
| Stock | $1,000,001 - $5,000,000 | SP | 2024 | May 15, 2025 | |
| Stock | $250,001 - $500,000 | SP | 2024 | May 15, 2025 | |
|
EDI ASSOCIATES
Disclosed Asset
|
Ownership Interest (Engaged in a Trade or Business) | $250,001 - $500,000 | SP | 2024 | May 15, 2025 |
|
FINANCIAL LEASING SERVICES
Disclosed Asset
|
Ownership Interest (Engaged in a Trade or Business) | $100,001 - $250,000 | SP | 2024 | May 15, 2025 |
|
FORGE INVESTMENTS, LLC
Disclosed Asset
|
Asset-Backed Securities | $1,000,001 - $5,000,000 | SP | 2024 | May 15, 2025 |
|
FORTY-FIVE BELDEN CORPORATION
Disclosed Asset
|
Ownership Interest (Engaged in a Trade or Business) | $1,000,001 - $5,000,000 | SP | 2024 | May 15, 2025 |
|
GLOBAL AMBASSADOR CONCIERGE LLC
Disclosed Asset
|
Ownership Interest (Engaged in a Trade or Business) | $15,001 - $50,000 | SP | 2024 | May 15, 2025 |
| Stock | $250,001 - $500,000 | SP | 2024 | May 15, 2025 | |
|
MATTHEWS INTERNATIONAL MUTUAL FUND
Disclosed Asset
|
Mutual Funds | $15,001 - $50,000 | SP | 2024 | May 15, 2025 |
| Stock | $5,000,001 - $25,000,000 | SP | 2024 | May 15, 2025 | |
| Stock | $250,001 - $500,000 | SP | 2024 | May 15, 2025 | |
|
NAUTILUS LEASING SERVICES
Disclosed Asset
|
Ownership Interest (Engaged in a Trade or Business) | $50,001 - $100,000 | SP | 2024 | May 15, 2025 |
| Stock | $1,000,001 - $5,000,000 | SP | 2024 | May 15, 2025 | |
|
NINE FORTY FIVE BATTERY LLC
Disclosed Asset
|
Ownership Interest (Engaged in a Trade or Business) | $5,000,001 - $25,000,000 | SP | 2024 | May 15, 2025 |
|
NVIDIA
Disclosed Asset
|
Options | - | SP | 2024 | May 15, 2025 |
| Stock | $5,000,001 - $25,000,000 | SP | 2024 | May 15, 2025 | |
|
PALO ALTO NETWORKS, INC. - COMMON STOCK (PANW)
Disclosed Asset
|
Stock | $1,000,001 - $5,000,000 | SP | 2024 | May 15, 2025 |
| Stock | $250,001 - $500,000 | SP | 2024 | May 15, 2025 | |
|
PIATTI RESTAURANT COMPANY
Disclosed Asset
|
Ownership Interest (Engaged in a Trade or Business) | $1,000,001 - $5,000,000 | SP | 2024 | May 15, 2025 |
| Stock | $15,001 - $50,000 | SP | 2024 | May 15, 2025 | |
|
REOF XX, LLC
Disclosed Asset
|
Asset-Backed Securities | $250,001 - $500,000 | SP | 2024 | May 15, 2025 |
|
REOF XXI, LLC
Disclosed Asset
|
Asset-Backed Securities | $100,001 - $250,000 | SP | 2024 | May 15, 2025 |
|
REOF XXII, LLC
Disclosed Asset
|
Asset-Backed Securities | $100,001 - $250,000 | SP | 2024 | May 15, 2025 |
|
REOF XXV, LLC
Disclosed Asset
|
Asset-Backed Securities | $250,001 - $500,000 | SP | 2024 | May 15, 2025 |
|
REOF XXVI, LLC
Disclosed Asset
|
Asset-Backed Securities | $250,001 - $500,000 | SP | 2024 | May 15, 2025 |
| Stock | $250,001 - $500,000 | SP | 2024 | May 15, 2025 | |
|
RUSSELL RANCH LLC
Disclosed Asset
|
Ownership Interest (Engaged in a Trade or Business) | $5,000,001 - $25,000,000 | SP | 2024 | May 15, 2025 |
| Stock | $5,000,001 - $25,000,000 | SP | 2024 | May 15, 2025 | |
| Stock | - | SP | 2024 | May 15, 2025 | |
|
THIRTEEN HUNDRED ONE SANSOME LLC
Disclosed Asset
|
Ownership Interest (Engaged in a Trade or Business) | $5,000,001 - $25,000,000 | SP | 2024 | May 15, 2025 |
|
TRIPATH TECHNOLOGY INC. COMMON STOCK
Disclosed Asset
|
Stock (Not Publicly Traded) | $1 - $1,000 | SP | 2024 | May 15, 2025 |
|
U.S. BANK - CHECKING ACCOUNT
Disclosed Asset
|
Bank Accounts, Money Market Accounts and CDs | $1 - $1,000 | SP | 2024 | May 15, 2025 |
|
U.S. BANK - PELOSI TRUST CHECKING ACCOUNT
Disclosed Asset
|
Bank Accounts, Money Market Accounts and CDs | $1 - $1,000 | SP | 2024 | May 15, 2025 |
| Stock | $1,000,001 - $5,000,000 | SP | 2024 | May 15, 2025 | |
| Stock | $1,000,001 - $5,000,000 | SP | 2024 | May 15, 2025 | |
Warner Bros. Discovery Inc.
WBD
|
Stock | $15,001 - $50,000 | SP | 2024 | May 15, 2025 |
|
WELLS FARGO BANK - CHECKING ACCOUNT
Disclosed Asset
|
Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | JT | 2024 | May 15, 2025 |
| Stock | $15,001 - $50,000 | SP | 2023 | May 15, 2024 | |
|
25 POINT LOBOS - COMMERCIAL PROPERTY
Disclosed Asset
|
Real Property | $5,000,001 - $25,000,000 | SP | 2023 | May 15, 2024 |
|
45 BELDEN PLACE - FOUR STORY COMMERCIAL BUILDING
Disclosed Asset
|
Real Property | $5,000,001 - $25,000,000 | SP | 2023 | May 15, 2024 |
|
ALLIANCEBERNSTEIN HOLDING L.P. UNITS (AB)
Disclosed Asset
|
Ownership Interest (Engaged in a Trade or Business) | $1,000,001 - $5,000,000 | SP | 2023 | May 15, 2024 |
| Stock | $5,000,001 - $25,000,000 | SP | 2023 | May 15, 2024 | |
| Stock | $5,000,001 - $25,000,000 | SP | 2023 | May 15, 2024 | |
| Stock | $500,001 - $1,000,000 | SP | 2023 | May 15, 2024 | |
| Stock | $25,000,001 - $50,000,000 | SP | 2023 | May 15, 2024 | |
| Options | - | SP | 2023 | May 15, 2024 | |
|
ARISTOTLE LLC
Disclosed Asset
|
Ownership Interest (Engaged in a Trade or Business) | $15,001 - $50,000 | SP | 2023 | May 15, 2024 |
| Stock | $100,001 - $250,000 | SP | 2023 | May 15, 2024 | |
|
AUBERGE DU SOLEIL
Disclosed Asset
|
Ownership Interest (Engaged in a Trade or Business) | $5,000,001 - $25,000,000 | SP | 2023 | May 15, 2024 |
|
BANK OF AMERICA - CHECKING ACCOUNT
Disclosed Asset
|
Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | SP | 2023 | May 15, 2024 |
|
BANK OF AMERICA - CHECKING ACCOUNT
Disclosed Asset
|
Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | JT | 2023 | May 15, 2024 |
|
BANK OF AMERICA - CHECKING ACCOUNT
Disclosed Asset
|
Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | SP | 2023 | May 15, 2024 |
Sahakol Equipment Public Company Limited
SQ
|
Stock | $250,001 - $500,000 | SP | 2023 | May 15, 2024 |
|
BOREL REAL ESTATE COMPANY
Disclosed Asset
|
Ownership Interest (Engaged in a Trade or Business) | $15,001 - $50,000 | SP | 2023 | May 15, 2024 |
|
CITY CAR SERVICES LLC
Disclosed Asset
|
Ownership Interest (Engaged in a Trade or Business) | $50,001 - $100,000 | SP | 2023 | May 15, 2024 |
|
CITY NATIONAL BANK - CHECKING ACCOUNT
Disclosed Asset
|
Bank Accounts, Money Market Accounts and CDs | $100,001 - $250,000 | SP | 2023 | May 15, 2024 |
|
CITY NATIONAL SECURITIES - BROKERAGE MONEY MARKET ACCOUNT
Disclosed Asset
|
Bank Accounts, Money Market Accounts and CDs | $15,001 - $50,000 | SP | 2023 | May 15, 2024 |
| Stock | $15,001 - $50,000 | SP | 2023 | May 15, 2024 | |
| Stock | $500,001 - $1,000,000 | SP | 2023 | May 15, 2024 | |
|
CONGRESSIONAL CREDIT UNION - CHECKING ACCOUNT
Disclosed Asset
|
Bank Accounts, Money Market Accounts and CDs | $15,001 - $50,000 | Self | 2023 | May 15, 2024 |
| Stock | $1,000,001 - $5,000,000 | SP | 2023 | May 15, 2024 | |
| Stock | $100,001 - $250,000 | SP | 2023 | May 15, 2024 | |
|
EDI ASSOCIATES
Disclosed Asset
|
Ownership Interest (Engaged in a Trade or Business) | $250,001 - $500,000 | SP | 2023 | May 15, 2024 |
|
FINANCIAL LEASING SERVICES
Disclosed Asset
|
Ownership Interest (Engaged in a Trade or Business) | $100,001 - $250,000 | SP | 2023 | May 15, 2024 |
|
FORTY-FIVE BELDEN CORPORATION
Disclosed Asset
|
Ownership Interest (Engaged in a Trade or Business) | $1,000,001 - $5,000,000 | SP | 2023 | May 15, 2024 |
|
GLOBAL AMBASSADOR CONCIERGE LLC
Disclosed Asset
|
Ownership Interest (Engaged in a Trade or Business) | $15,001 - $50,000 | SP | 2023 | May 15, 2024 |
| Stock | $100,001 - $250,000 | SP | 2023 | May 15, 2024 | |
|
MATTHEWS INTERNATIONAL MUTUAL FUND
Disclosed Asset
|
Mutual Funds | $15,001 - $50,000 | SP | 2023 | May 15, 2024 |
| Stock | $5,000,001 - $25,000,000 | SP | 2023 | May 15, 2024 | |
| Options | - | SP | 2023 | May 15, 2024 | |
| Stock | $250,001 - $500,000 | SP | 2023 | May 15, 2024 | |
|
NAUTILUS LEASING SERVICES
Disclosed Asset
|
Ownership Interest (Engaged in a Trade or Business) | $50,001 - $100,000 | SP | 2023 | May 15, 2024 |
| Stock | $1,000,001 - $5,000,000 | SP | 2023 | May 15, 2024 | |
|
NINE FORTY FIVE BATTERY LLC
Disclosed Asset
|
Ownership Interest (Engaged in a Trade or Business) | $5,000,001 - $25,000,000 | SP | 2023 | May 15, 2024 |
|
NVIDIA
Disclosed Asset
|
Options | $1,000,001 - $5,000,000 | SP | 2023 | May 15, 2024 |
| Stock | $250,001 - $500,000 | SP | 2023 | May 15, 2024 | |
|
PIATTI RESTAURANT COMPANY
Disclosed Asset
|
Ownership Interest (Engaged in a Trade or Business) | $1,000,001 - $5,000,000 | SP | 2023 | May 15, 2024 |
|
REOF XX, LLC
Disclosed Asset
|
Asset-Backed Securities | $250,001 - $500,000 | SP | 2023 | May 15, 2024 |
|
REOF XXI, LLC
Disclosed Asset
|
Asset-Backed Securities | $250,001 - $500,000 | SP | 2023 | May 15, 2024 |
|
REOF XXII, LLC
Disclosed Asset
|
Asset-Backed Securities | $250,001 - $500,000 | SP | 2023 | May 15, 2024 |
|
REOF XXV, LLC
Disclosed Asset
|
Asset-Backed Securities | $250,001 - $500,000 | SP | 2023 | May 15, 2024 |
| Stock | $100,001 - $250,000 | SP | 2023 | May 15, 2024 | |
| Options | - | SP | 2023 | May 15, 2024 | |
|
RUSSELL RANCH LLC
Disclosed Asset
|
Ownership Interest (Engaged in a Trade or Business) | $5,000,001 - $25,000,000 | SP | 2023 | May 15, 2024 |
| Stock | $5,000,001 - $25,000,000 | SP | 2023 | May 15, 2024 | |
|
STONERIDGE LLC
Disclosed Asset
|
Ownership Interest (Engaged in a Trade or Business) | $250,001 - $500,000 | SP | 2023 | May 15, 2024 |
| Stock | $500,001 - $1,000,000 | SP | 2023 | May 15, 2024 | |
|
THIRTEEN HUNDRED ONE SANSOME LLC
Disclosed Asset
|
Ownership Interest (Engaged in a Trade or Business) | $5,000,001 - $25,000,000 | SP | 2023 | May 15, 2024 |
|
TRIPATH TECHNOLOGY INC. COMMON STOCK
Disclosed Asset
|
Stock (Not Publicly Traded) | $1 - $1,000 | SP | 2023 | May 15, 2024 |
|
U.S. BANK - CHECKING ACCOUNT
Disclosed Asset
|
Bank Accounts, Money Market Accounts and CDs | $1 - $1,000 | SP | 2023 | May 15, 2024 |
|
U.S. BANK - MONEY MARKET ACCOUNT
Disclosed Asset
|
Bank Accounts, Money Market Accounts and CDs | $1 - $1,000 | SP | 2023 | May 15, 2024 |
|
U.S. BANK - PELOSI TRUST CHECKING ACCOUNT
Disclosed Asset
|
Bank Accounts, Money Market Accounts and CDs | $1 - $1,000 | SP | 2023 | May 15, 2024 |
| Stock | $1,000,001 - $5,000,000 | SP | 2023 | May 15, 2024 | |
| Stock | $500,001 - $1,000,000 | SP | 2023 | May 15, 2024 | |
Warner Bros. Discovery Inc.
WBD
|
Stock | $15,001 - $50,000 | SP | 2023 | May 15, 2024 |
|
WELLS FARGO BANK - CHECKING ACCOUNT
Disclosed Asset
|
Bank Accounts, Money Market Accounts and CDs | $100,001 - $250,000 | JT | 2023 | May 15, 2024 |
|
11 ZINFANDEL LANE - HOME & VINEYARD
Disclosed Asset
|
Real Property | $5,000,001 - $25,000,000 | JT | 2023 | May 15, 2024 |
|
WELLS FARGO BANK - CHECKING ACCOUNT
Disclosed Asset
|
Bank Accounts, Money Market Accounts and CDs | $50,001 - $100,000 | JT | 2022 | May 15, 2023 |
Warner Bros. Discovery Inc.
WBD
|
Stock | $15,001 - $50,000 | SP | 2022 | May 15, 2023 |
| Options | - | SP | 2022 | May 15, 2023 | |
| Stock | $500,001 - $1,000,000 | SP | 2022 | May 15, 2023 | |
| Stock | $1,000,001 - $5,000,000 | SP | 2022 | May 15, 2023 | |
|
UNION BANK OF CALIFORNIA - PELOSI TRUST CHECKING ACCOUNT
Disclosed Asset
|
Bank Accounts, Money Market Accounts and CDs | $1 - $1,000 | SP | 2022 | May 15, 2023 |
|
UNION BANK OF CALIFORNIA - MONEY MARKET ACCOUNT
Disclosed Asset
|
Bank Accounts, Money Market Accounts and CDs | $1 - $1,000 | SP | 2022 | May 15, 2023 |
|
UNION BANK OF CALIFORNIA - CHECKING ACCOUNT
Disclosed Asset
|
Bank Accounts, Money Market Accounts and CDs | $1 - $1,000 | SP | 2022 | May 15, 2023 |
|
TRIPATH TECHNOLOGY INC. COMMON STOCK
Disclosed Asset
|
Stock (Not Publicly Traded) | $1 - $1,000 | SP | 2022 | May 15, 2023 |
|
THIRTEEN HUNDRED ONE SANSOME LLC
Disclosed Asset
|
Ownership Interest (Engaged in a Trade or Business) | $5,000,001 - $25,000,000 | SP | 2022 | May 15, 2023 |
| Options | - | SP | 2022 | May 15, 2023 | |
| Stock | $250,001 - $500,000 | SP | 2022 | May 15, 2023 | |
|
STONERIDGE LLC
Disclosed Asset
|
Ownership Interest (Engaged in a Trade or Business) | $250,001 - $500,000 | SP | 2022 | May 15, 2023 |
| Stock | $1,000,001 - $5,000,000 | SP | 2022 | May 15, 2023 | |
| Options | - | SP | 2022 | May 15, 2023 | |
|
RUSSELL RANCH LLC
Disclosed Asset
|
Ownership Interest (Engaged in a Trade or Business) | $5,000,001 - $25,000,000 | SP | 2022 | May 15, 2023 |
| Options | $1 - $1,000 | SP | 2022 | May 15, 2023 | |
| Stock | $100,001 - $250,000 | SP | 2022 | May 15, 2023 | |
|
REOF XXII, LLC
Disclosed Asset
|
Asset-Backed Securities | $250,001 - $500,000 | SP | 2022 | May 15, 2023 |
|
REOF XXI, LLC
Disclosed Asset
|
Asset-Backed Securities | $250,001 - $500,000 | SP | 2022 | May 15, 2023 |
|
REOF XX, LLC
Disclosed Asset
|
Asset-Backed Securities | $250,001 - $500,000 | SP | 2022 | May 15, 2023 |
| Stock | $15,001 - $50,000 | SP | 2022 | May 15, 2023 | |
|
PIATTI RESTAURANT COMPANY
Disclosed Asset
|
Ownership Interest (Engaged in a Trade or Business) | $1,000,001 - $5,000,000 | SP | 2022 | May 15, 2023 |
| Options | - | SP | 2022 | May 15, 2023 | |
| Stock | $250,001 - $500,000 | SP | 2022 | May 15, 2023 | |
| Options | - | SP | 2022 | May 15, 2023 | |
| Stock | - | SP | 2022 | May 15, 2023 | |
|
NINE FORTY FIVE BATTERY LLC
Disclosed Asset
|
Ownership Interest (Engaged in a Trade or Business) | $5,000,001 - $25,000,000 | SP | 2022 | May 15, 2023 |
| Stock | $500,001 - $1,000,000 | SP | 2022 | May 15, 2023 | |
|
NAUTILUS LEASING SERVICES
Disclosed Asset
|
Ownership Interest (Engaged in a Trade or Business) | $50,001 - $100,000 | SP | 2022 | May 15, 2023 |
| Stock | $100,001 - $250,000 | SP | 2022 | May 15, 2023 | |
| Options | $250,001 - $500,000 | SP | 2022 | May 15, 2023 | |
| Stock | $5,000,001 - $25,000,000 | SP | 2022 | May 15, 2023 | |
| Options | - | SP | 2022 | May 15, 2023 | |
|
MATTHEWS INTERNATIONAL MUTUAL FUND
Disclosed Asset
|
Mutual Funds | $15,001 - $50,000 | SP | 2022 | May 15, 2023 |
| Stock | $100,001 - $250,000 | SP | 2022 | May 15, 2023 | |
|
GLOBAL AMBASSADOR CONCIERGE LLC
Disclosed Asset
|
Ownership Interest (Engaged in a Trade or Business) | $15,001 - $50,000 | SP | 2022 | May 15, 2023 |
|
FORTY-FIVE BELDEN CORPORATION
Disclosed Asset
|
Ownership Interest (Engaged in a Trade or Business) | $1,000,001 - $5,000,000 | SP | 2022 | May 15, 2023 |
|
FINANCIAL LEASING SERVICES
Disclosed Asset
|
Ownership Interest (Engaged in a Trade or Business) | $100,001 - $250,000 | SP | 2022 | May 15, 2023 |
|
EDI ASSOCIATES
Disclosed Asset
|
Ownership Interest (Engaged in a Trade or Business) | $250,001 - $500,000 | SP | 2022 | May 15, 2023 |
| Stock | $100,001 - $250,000 | SP | 2022 | May 15, 2023 | |
| Stock | $500,001 - $1,000,000 | SP | 2022 | May 15, 2023 | |
|
CONGRESSIONAL CREDIT UNION - CHECKING ACCOUNT
Disclosed Asset
|
Bank Accounts, Money Market Accounts and CDs | $15,001 - $50,000 | Self | 2022 | May 15, 2023 |
| Stock | $500,001 - $1,000,000 | SP | 2022 | May 15, 2023 | |
| Stock | $15,001 - $50,000 | SP | 2022 | May 15, 2023 | |
|
CITY NATIONAL SECURITIES - BROKERAGE MONEY MARKET ACCOUNT
Disclosed Asset
|
Bank Accounts, Money Market Accounts and CDs | $15,001 - $50,000 | SP | 2022 | May 15, 2023 |
|
CITY NATIONAL BANK - CHECKING ACCOUNT
Disclosed Asset
|
Bank Accounts, Money Market Accounts and CDs | $250,001 - $500,000 | SP | 2022 | May 15, 2023 |
|
CITY CAR SERVICES LLC
Disclosed Asset
|
Ownership Interest (Engaged in a Trade or Business) | $50,001 - $100,000 | SP | 2022 | May 15, 2023 |
|
BOREL REAL ESTATE COMPANY
Disclosed Asset
|
Ownership Interest (Engaged in a Trade or Business) | $15,001 - $50,000 | SP | 2022 | May 15, 2023 |
Sahakol Equipment Public Company Limited
SQ
|
Stock | $250,001 - $500,000 | SP | 2022 | May 15, 2023 |
|
BANK OF AMERICA - CHECKING ACCOUNT
Disclosed Asset
|
Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | SP | 2022 | May 15, 2023 |
|
BANK OF AMERICA - CHECKING ACCOUNT
Disclosed Asset
|
Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | JT | 2022 | May 15, 2023 |
|
BANK OF AMERICA - CHECKING ACCOUNT
Disclosed Asset
|
Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | SP | 2022 | May 15, 2023 |
|
AUBERGE DU SOLEIL
Disclosed Asset
|
Ownership Interest (Engaged in a Trade or Business) | $5,000,001 - $25,000,000 | SP | 2022 | May 15, 2023 |
| Stock | $100,001 - $250,000 | SP | 2022 | May 15, 2023 | |
|
ARISTOTLE LLC
Disclosed Asset
|
Ownership Interest (Engaged in a Trade or Business) | $15,001 - $50,000 | SP | 2022 | May 15, 2023 |
| Options | $500,001 - $1,000,000 | SP | 2022 | May 15, 2023 | |
| Options | - | SP | 2022 | May 15, 2023 | |
| Stock | $5,000,001 - $25,000,000 | SP | 2022 | May 15, 2023 | |
| Options | - | SP | 2022 | May 15, 2023 | |
| Stock | $500,001 - $1,000,000 | SP | 2022 | May 15, 2023 | |
| Options | - | SP | 2022 | May 15, 2023 | |
| Stock | $5,000,001 - $25,000,000 | SP | 2022 | May 15, 2023 | |
| Stock | $5,000,001 - $25,000,000 | SP | 2022 | May 15, 2023 | |
|
ALLIANCEBERNSTEIN HOLDING L.P. UNITS (AB)
Disclosed Asset
|
Ownership Interest (Engaged in a Trade or Business) | $1,000,001 - $5,000,000 | SP | 2022 | May 15, 2023 |
|
45 BELDEN PLACE - FOUR STORY COMMERCIAL BUILDING
Disclosed Asset
|
Real Property | $5,000,001 - $25,000,000 | SP | 2022 | May 15, 2023 |
|
25 POINT LOBOS - COMMERCIAL PROPERTY
Disclosed Asset
|
Real Property | $5,000,001 - $25,000,000 | SP | 2022 | May 15, 2023 |
|
11 ZINFANDEL LANE - HOME & VINEYARD
Disclosed Asset
|
Real Property | $5,000,001 - $25,000,000 | JT | 2022 | May 15, 2023 |
|
WELLS FARGO BANK - CHECKING ACCOUNT
Disclosed Asset
|
Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | JT | 2021 | May 16, 2022 |
| Options | $500,001 - $1,000,000 | SP | 2021 | May 16, 2022 | |
| Stock | $1,000,001 - $5,000,000 | SP | 2021 | May 16, 2022 | |
| Stock | $5,000,001 - $25,000,000 | SP | 2021 | May 16, 2022 | |
|
UNION BANK OF CALIFORNIA - PELOSI TRUST CHECKING ACCOUNT
Disclosed Asset
|
Bank Accounts, Money Market Accounts and CDs | $1 - $1,000 | SP | 2021 | May 16, 2022 |
|
UNION BANK OF CALIFORNIA - MONEY MARKET ACCOUNT
Disclosed Asset
|
Bank Accounts, Money Market Accounts and CDs | $1 - $1,000 | SP | 2021 | May 16, 2022 |
|
UNION BANK OF CALIFORNIA - CHECKING ACCOUNT
Disclosed Asset
|
Bank Accounts, Money Market Accounts and CDs | $1 - $1,000 | SP | 2021 | May 16, 2022 |
|
TRIVIUM LLC
Disclosed Asset
|
Ownership Interest (Engaged in a Trade or Business) | - | SP | 2021 | May 16, 2022 |
|
THIRTEEN HUNDRED ONE SANSOME LLC
Disclosed Asset
|
Ownership Interest (Engaged in a Trade or Business) | $5,000,001 - $25,000,000 | SP | 2021 | May 16, 2022 |
| Options | $1,000,001 - $5,000,000 | SP | 2021 | May 16, 2022 | |
|
STONERIDGE LLC
Disclosed Asset
|
Ownership Interest (Engaged in a Trade or Business) | $250,001 - $500,000 | SP | 2021 | May 16, 2022 |
Workpoint Entertainment Public Company Limited
WORK
|
Stock | - | SP | 2021 | May 16, 2022 |
|
SIERRA VISTA BASELINE INVESTORS LP
Disclosed Asset
|
Ownership Interest (Engaged in a Trade or Business) | - | SP | 2021 | May 16, 2022 |
| Stock | $5,000,001 - $25,000,000 | SP | 2021 | May 16, 2022 | |
| Options | $500,001 - $1,000,000 | SP | 2021 | May 16, 2022 | |
|
RUSSELL RANCH LLC
Disclosed Asset
|
Ownership Interest (Engaged in a Trade or Business) | $5,000,001 - $25,000,000 | SP | 2021 | May 16, 2022 |
| Options | $250,001 - $500,000 | SP | 2021 | May 16, 2022 | |
| Stock | $1,000,001 - $5,000,000 | SP | 2021 | May 16, 2022 | |
|
REOF XXII, LLC
Disclosed Asset
|
Asset-Backed Securities | $100,001 - $250,000 | SP | 2021 | May 16, 2022 |
|
REOF XXI, LLC
Disclosed Asset
|
Asset-Backed Securities | $250,001 - $500,000 | SP | 2021 | May 16, 2022 |
|
REOF XX, LLC
Disclosed Asset
|
Asset-Backed Securities | $250,001 - $500,000 | SP | 2021 | May 16, 2022 |
| Stock | $15,001 - $50,000 | SP | 2021 | May 16, 2022 | |
|
PIATTI RESTAURANT COMPANY
Disclosed Asset
|
Ownership Interest (Engaged in a Trade or Business) | $1,000,001 - $5,000,000 | SP | 2021 | May 16, 2022 |
| Options | $250,001 - $500,000 | SP | 2021 | May 16, 2022 | |
| Stock | $1,000,001 - $5,000,000 | SP | 2021 | May 16, 2022 | |
|
ODYSSEY LLC
Disclosed Asset
|
Ownership Interest (Engaged in a Trade or Business) | - | SP | 2021 | May 16, 2022 |
| Options | $1,000,001 - $5,000,000 | SP | 2021 | May 16, 2022 | |
| Stock | $1,000,001 - $5,000,000 | SP | 2021 | May 16, 2022 | |
|
NINE FORTY FIVE BATTERY LLC
Disclosed Asset
|
Ownership Interest (Engaged in a Trade or Business) | $5,000,001 - $25,000,000 | SP | 2021 | May 16, 2022 |
| Stock | $1,000,001 - $5,000,000 | SP | 2021 | May 16, 2022 | |
|
NAUTILUS LEASING SERVICES
Disclosed Asset
|
Ownership Interest (Engaged in a Trade or Business) | $50,001 - $100,000 | SP | 2021 | May 16, 2022 |
|
MOSHER PARTNERS LP
Disclosed Asset
|
Ownership Interest (Engaged in a Trade or Business) | - | SP | 2021 | May 16, 2022 |
| Stock | $250,001 - $500,000 | SP | 2021 | May 16, 2022 | |
| Options | - | SP | 2021 | May 16, 2022 | |
| Stock | $5,000,001 - $25,000,000 | SP | 2021 | May 16, 2022 | |
| Options | $250,001 - $500,000 | SP | 2021 | May 16, 2022 | |
|
MATTHEWS INTERNATIONAL MUTUAL FUND
Disclosed Asset
|
Mutual Funds | $50,001 - $100,000 | SP | 2021 | May 16, 2022 |
| Stock | $100,001 - $250,000 | SP | 2021 | May 16, 2022 | |
|
GLOBAL AMBASSADOR CONCIERGE LLC
Disclosed Asset
|
Ownership Interest (Engaged in a Trade or Business) | $15,001 - $50,000 | SP | 2021 | May 16, 2022 |
|
FORTY-FIVE BELDEN CORPORATION
Disclosed Asset
|
Ownership Interest (Engaged in a Trade or Business) | $1,000,001 - $5,000,000 | SP | 2021 | May 16, 2022 |
|
FINANCIAL LEASING SERVICES
Disclosed Asset
|
Ownership Interest (Engaged in a Trade or Business) | $100,001 - $250,000 | SP | 2021 | May 16, 2022 |
|
EDI ASSOCIATES
Disclosed Asset
|
Ownership Interest (Engaged in a Trade or Business) | $250,001 - $500,000 | SP | 2021 | May 16, 2022 |
| Stock | $100,001 - $250,000 | SP | 2021 | May 16, 2022 | |
| Stock | $1,000,001 - $5,000,000 | SP | 2021 | May 16, 2022 | |
|
CONGRESSIONAL CREDIT UNION - CHECKING ACCOUNT
Disclosed Asset
|
Bank Accounts, Money Market Accounts and CDs | $15,001 - $50,000 | Self | 2021 | May 16, 2022 |
|
CITY NATIONAL SECURITIES - BROKERAGE MONEY MARKET ACCOUNT
Disclosed Asset
|
Bank Accounts, Money Market Accounts and CDs | $15,001 - $50,000 | SP | 2021 | May 16, 2022 |
|
CITY NATIONAL BANK - CHECKING ACCOUNT
Disclosed Asset
|
Bank Accounts, Money Market Accounts and CDs | $100,001 - $250,000 | SP | 2021 | May 16, 2022 |
|
CITY CAR SERVICES LLC
Disclosed Asset
|
Ownership Interest (Engaged in a Trade or Business) | $50,001 - $100,000 | SP | 2021 | May 16, 2022 |
|
BOREL REAL ESTATE COMPANY
Disclosed Asset
|
Ownership Interest (Engaged in a Trade or Business) | $1,001 - $15,000 | SP | 2021 | May 16, 2022 |
Sahakol Equipment Public Company Limited
SQ
|
Stock | $500,001 - $1,000,000 | SP | 2021 | May 16, 2022 |
|
BANK OF AMERICA - CHECKING ACCOUNT
Disclosed Asset
|
Bank Accounts, Money Market Accounts and CDs | $1 - $1,000 | SP | 2021 | May 16, 2022 |
|
BANK OF AMERICA - CHECKING ACCOUNT
Disclosed Asset
|
Bank Accounts, Money Market Accounts and CDs | $1 - $1,000 | JT | 2021 | May 16, 2022 |
|
BANK OF AMERICA - CHECKING ACCOUNT
Disclosed Asset
|
Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | SP | 2021 | May 16, 2022 |
|
AUBERGE DU SOLEIL
Disclosed Asset
|
Ownership Interest (Engaged in a Trade or Business) | $5,000,001 - $25,000,000 | SP | 2021 | May 16, 2022 |
| Stock | $100,001 - $250,000 | SP | 2021 | May 16, 2022 | |
|
ARISTOTLE LLC
Disclosed Asset
|
Ownership Interest (Engaged in a Trade or Business) | $15,001 - $50,000 | SP | 2021 | May 16, 2022 |
| Options | $1,000,001 - $5,000,000 | SP | 2021 | May 16, 2022 | |
| Stock | $5,000,001 - $25,000,000 | SP | 2021 | May 16, 2022 | |
| Options | $250,001 - $500,000 | SP | 2021 | May 16, 2022 | |
| Options | $500,001 - $1,000,000 | SP | 2021 | May 16, 2022 | |
| Stock | $5,000,001 - $25,000,000 | SP | 2021 | May 16, 2022 | |
| Options | - | SP | 2021 | May 16, 2022 | |
| Options | $500,001 - $1,000,000 | SP | 2021 | May 16, 2022 | |
| Stock | $5,000,001 - $25,000,000 | SP | 2021 | May 16, 2022 | |
|
ALLIANCEBERNSTEIN HOLDING L.P. UNITS (AB)
Disclosed Asset
|
Ownership Interest (Engaged in a Trade or Business) | $1,000,001 - $5,000,000 | SP | 2021 | May 16, 2022 |
| Stock | $500,001 - $1,000,000 | SP | 2021 | May 16, 2022 | |
|
45 BELDEN PLACE - FOUR STORY COMMERCIAL BUILDING
Disclosed Asset
|
Real Property | $5,000,001 - $25,000,000 | SP | 2021 | May 16, 2022 |
|
25 POINT LOBOS - COMMERCIAL PROPERTY
Disclosed Asset
|
Real Property | $5,000,001 - $25,000,000 | SP | 2021 | May 16, 2022 |
|
11 ZINFANDEL LANE - HOME & VINEYARD
Disclosed Asset
|
Real Property | $5,000,001 - $25,000,000 | JT | 2021 | May 16, 2022 |
| Stock | $15,001 - $50,000 | SP | 2021 | May 16, 2022 | |
|
TRIPATH TECHNOLOGY INC. COMMON STOCK
Disclosed Asset
|
Stock (Not Publicly Traded) | $1 - $1,000 | SP | 2021 | May 16, 2022 |
|
45 BELDEN PLACE - FOUR STORY COMMERCIAL BUILDING
Disclosed Asset
|
Real Property | $5,000,001 - $25,000,000 | SP | 2020 | Aug 13, 2021 |
|
11 ZINFANDEL LANE - HOME & VINEYARD
Disclosed Asset
|
Real Property | $5,000,001 - $25,000,000 | JT | 2020 | Aug 13, 2021 |
|
25 POINT LOBOS - COMMERCIAL PROPERTY
Disclosed Asset
|
Real Property | $5,000,001 - $25,000,000 | SP | 2020 | Aug 13, 2021 |
|
ALLIANCEBERNSTEIN HOLDING L.P. UNITS (AB)
Disclosed Asset
|
Ownership Interest (Engaged in a Trade or Business) | $500,001 - $1,000,000 | SP | 2020 | Aug 13, 2021 |
| Options | $1,000,001 - $5,000,000 | SP | 2020 | Aug 13, 2021 | |
| Stock | - | SP | 2020 | Aug 13, 2021 | |
| Options | - | SP | 2020 | Aug 13, 2021 | |
| Options | $100,001 - $250,000 | SP | 2020 | Aug 13, 2021 | |
| Stock | $5,000,001 - $25,000,000 | SP | 2020 | Aug 13, 2021 | |
| Options | $250,001 - $500,000 | SP | 2020 | Aug 13, 2021 | |
| Options | - | SP | 2020 | Aug 13, 2021 | |
|
ARISTOTLE LLC
Disclosed Asset
|
Ownership Interest (Engaged in a Trade or Business) | $15,001 - $50,000 | SP | 2020 | Aug 13, 2021 |
| Stock | $250,001 - $500,000 | SP | 2020 | Aug 13, 2021 | |
|
AUBERGE DU SOLEIL
Disclosed Asset
|
Ownership Interest (Engaged in a Trade or Business) | $5,000,001 - $25,000,000 | SP | 2020 | Aug 13, 2021 |
|
BANK OF AMERICA - CHECKING ACCOUNT
Disclosed Asset
|
Bank Accounts, Money Market Accounts and CDs | $1 - $1,000 | SP | 2020 | Aug 13, 2021 |
|
BANK OF AMERICA - CHECKING ACCOUNT
Disclosed Asset
|
Bank Accounts, Money Market Accounts and CDs | $1 - $1,000 | JT | 2020 | Aug 13, 2021 |
|
BANK OF AMERICA - CHECKING ACCOUNT
Disclosed Asset
|
Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | SP | 2020 | Aug 13, 2021 |
|
BOREL REAL ESTATE COMPANY
Disclosed Asset
|
Ownership Interest (Engaged in a Trade or Business) | $15,001 - $50,000 | SP | 2020 | Aug 13, 2021 |
|
CITY CAR SERVICES LLC
Disclosed Asset
|
Ownership Interest (Engaged in a Trade or Business) | $50,001 - $100,000 | SP | 2020 | Aug 13, 2021 |
|
CITY NATIONAL BANK - CHECKING ACCOUNT
Disclosed Asset
|
Bank Accounts, Money Market Accounts and CDs | $100,001 - $250,000 | SP | 2020 | Aug 13, 2021 |
|
CITY NATIONAL SECURITIES - BROKERAGE MONEY MARKET ACCOUNT
Disclosed Asset
|
Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | SP | 2020 | Aug 13, 2021 |
| Stock | $15,001 - $50,000 | SP | 2020 | Aug 13, 2021 | |
| Stock | $1,000,001 - $5,000,000 | SP | 2020 | Aug 13, 2021 | |
|
CONGRESSIONAL CREDIT UNION - CHECKING ACCOUNT
Disclosed Asset
|
Bank Accounts, Money Market Accounts and CDs | $15,001 - $50,000 | Self | 2020 | Aug 13, 2021 |
|
CROWDSTRIKE HOLDINGS, INC. - CLASS A (CRWD)
Disclosed Asset
|
Stock | $1,000,001 - $5,000,000 | SP | 2020 | Aug 13, 2021 |
| Stock | $100,001 - $250,000 | SP | 2020 | Aug 13, 2021 | |
|
EDI ASSOCIATES
Disclosed Asset
|
Ownership Interest (Engaged in a Trade or Business) | $250,001 - $500,000 | SP | 2020 | Aug 13, 2021 |
ProShares Trust ProShares S&P 500 Dynamic Buffer ETF
FB
|
Stock | - | SP | 2020 | Aug 13, 2021 |
ProShares Trust ProShares S&P 500 Dynamic Buffer ETF
FB
|
Options | - | SP | 2020 | Aug 13, 2021 |
|
FINANCIAL LEASING SERVICES
Disclosed Asset
|
Ownership Interest (Engaged in a Trade or Business) | $100,001 - $250,000 | SP | 2020 | Aug 13, 2021 |
|
FORTY-FIVE BELDEN CORPORATION
Disclosed Asset
|
Ownership Interest (Engaged in a Trade or Business) | $1,000,001 - $5,000,000 | SP | 2020 | Aug 13, 2021 |
|
GLOBAL AMBASSADOR CONCIERGE LLC
Disclosed Asset
|
Ownership Interest (Engaged in a Trade or Business) | $15,001 - $50,000 | SP | 2020 | Aug 13, 2021 |
| Stock | $100,001 - $250,000 | SP | 2020 | Aug 13, 2021 | |
|
MATTHEWS INTERNATIONAL MUTUAL FUND
Disclosed Asset
|
Mutual Funds | $50,001 - $100,000 | SP | 2020 | Aug 13, 2021 |
| Options | $1,000,001 - $5,000,000 | SP | 2020 | Aug 13, 2021 | |
| Stock | $100,001 - $250,000 | SP | 2020 | Aug 13, 2021 | |
|
MOSHER PARTNERS LP
Disclosed Asset
|
Ownership Interest (Engaged in a Trade or Business) | $250,001 - $500,000 | SP | 2020 | Aug 13, 2021 |
|
NAUTILUS LEASING SERVICES
Disclosed Asset
|
Ownership Interest (Engaged in a Trade or Business) | $50,001 - $100,000 | SP | 2020 | Aug 13, 2021 |
| Stock | $1,000,001 - $5,000,000 | SP | 2020 | Aug 13, 2021 | |
| Options | - | SP | 2020 | Aug 13, 2021 | |
|
NINE FORTY FIVE BATTERY LLC
Disclosed Asset
|
Ownership Interest (Engaged in a Trade or Business) | $5,000,001 - $25,000,000 | SP | 2020 | Aug 13, 2021 |
|
ODYSSEY LLC
Disclosed Asset
|
Ownership Interest (Engaged in a Trade or Business) | $15,001 - $50,000 | SP | 2020 | Aug 13, 2021 |
| Stock | $1,000,001 - $5,000,000 | SP | 2020 | Aug 13, 2021 | |
| Options | $500,001 - $1,000,000 | SP | 2020 | Aug 13, 2021 | |
|
PIATTI RESTAURANT COMPANY
Disclosed Asset
|
Ownership Interest (Engaged in a Trade or Business) | $1,000,001 - $5,000,000 | SP | 2020 | Aug 13, 2021 |
| Stock | $15,001 - $50,000 | SP | 2020 | Aug 13, 2021 | |
|
REOF XX, LLC
Disclosed Asset
|
Asset-Backed Securities | $250,001 - $500,000 | SP | 2020 | Aug 13, 2021 |
|
REOF XXI, LLC
Disclosed Asset
|
Asset-Backed Securities | $250,001 - $500,000 | SP | 2020 | Aug 13, 2021 |
|
RUSSELL RANCH LLC
Disclosed Asset
|
Ownership Interest (Engaged in a Trade or Business) | $5,000,001 - $25,000,000 | SP | 2020 | Aug 13, 2021 |
| Stock | $1,000,001 - $5,000,000 | SP | 2020 | Aug 13, 2021 | |
| Options | - | SP | 2020 | Aug 13, 2021 | |
|
SIERRA VISTA BASELINE INVESTORS LP
Disclosed Asset
|
Ownership Interest (Engaged in a Trade or Business) | $250,001 - $500,000 | SP | 2020 | Aug 13, 2021 |
Workpoint Entertainment Public Company Limited
WORK
|
Stock | $250,001 - $500,000 | SP | 2020 | Aug 13, 2021 |
Sahakol Equipment Public Company Limited
SQ
|
Stock | $1,000,001 - $5,000,000 | SP | 2020 | Aug 13, 2021 |
|
STONERIDGE LLC
Disclosed Asset
|
Ownership Interest (Engaged in a Trade or Business) | $250,001 - $500,000 | SP | 2020 | Aug 13, 2021 |
| Options | $500,001 - $1,000,000 | SP | 2020 | Aug 13, 2021 | |
|
THIRTEEN HUNDRED ONE SANSOME LLC
Disclosed Asset
|
Ownership Interest (Engaged in a Trade or Business) | $5,000,001 - $25,000,000 | SP | 2020 | Aug 13, 2021 |
|
TRIPATH TECHNOLOGY INC. COMMON STOCK
Disclosed Asset
|
Stock (Not Publicly Traded) | $1 - $1,000 | SP | 2020 | Aug 13, 2021 |
|
TRIVIUM LLC
Disclosed Asset
|
Ownership Interest (Engaged in a Trade or Business) | $15,001 - $50,000 | SP | 2020 | Aug 13, 2021 |
|
UNION BANK OF CALIFORNIA - CHECKING ACCOUNT
Disclosed Asset
|
Bank Accounts, Money Market Accounts and CDs | $1 - $1,000 | SP | 2020 | Aug 13, 2021 |
|
UNION BANK OF CALIFORNIA - MONEY MARKET ACCOUNT
Disclosed Asset
|
Bank Accounts, Money Market Accounts and CDs | $1 - $1,000 | SP | 2020 | Aug 13, 2021 |
|
UNION BANK OF CALIFORNIA - PELOSI TRUST CHECKING ACCOUNT
Disclosed Asset
|
Bank Accounts, Money Market Accounts and CDs | $1 - $1,000 | SP | 2020 | Aug 13, 2021 |
| Stock | $5,000,001 - $25,000,000 | SP | 2020 | Aug 13, 2021 | |
| Stock | $1,000,001 - $5,000,000 | SP | 2020 | Aug 13, 2021 | |
| Options | $500,001 - $1,000,000 | SP | 2020 | Aug 13, 2021 | |
|
WELLS FARGO BANK - CHECKING ACCOUNT
Disclosed Asset
|
Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | JT | 2020 | Aug 13, 2021 |
|
THIRTEEN HUNDRED ONE SANSOME LLC
Disclosed Asset
|
Ownership Interest (Engaged in a Trade or Business) | $5,000,001 - $25,000,000 | SP | 2019 | Aug 13, 2020 |
|
11 ZINFANDEL LANE - HOME & VINEYARD
Disclosed Asset
|
Real Property | $5,000,001 - $25,000,000 | JT | 2019 | Aug 13, 2020 |
|
25 POINT LOBOS - COMMERCIAL PROPERTY
Disclosed Asset
|
Real Property | $5,000,001 - $25,000,000 | SP | 2019 | Aug 13, 2020 |
|
45 BELDEN PLACE - FOUR STORY COMMERCIAL BUILDING
Disclosed Asset
|
Real Property | $5,000,001 - $25,000,000 | SP | 2019 | Aug 13, 2020 |
| Options | $1,000,001 - $5,000,000 | SP | 2019 | Aug 13, 2020 | |
|
APPLE INC.
Disclosed Asset
|
Options | $1,000,001 - $5,000,000 | SP | 2019 | Aug 13, 2020 |
| Stock | $5,000,001 - $25,000,000 | SP | 2019 | Aug 13, 2020 | |
|
ARISTOTLE LLC
Disclosed Asset
|
Ownership Interest (Engaged in a Trade or Business) | $15,001 - $50,000 | SP | 2019 | Aug 13, 2020 |
| Stock | $250,001 - $500,000 | SP | 2019 | Aug 13, 2020 | |
|
AUBERGE DU SOLEIL
Disclosed Asset
|
Ownership Interest (Engaged in a Trade or Business) | $5,000,001 - $25,000,000 | SP | 2019 | Aug 13, 2020 |
|
BANK OF AMERICA - CHECKING ACCOUNT
Disclosed Asset
|
Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | SP | 2019 | Aug 13, 2020 |
|
BANK OF AMERICA - CHECKING ACCOUNT
Disclosed Asset
|
Bank Accounts, Money Market Accounts and CDs | $1 - $1,000 | JT | 2019 | Aug 13, 2020 |
|
BANK OF AMERICA - CHECKING ACCOUNT
Disclosed Asset
|
Bank Accounts, Money Market Accounts and CDs | $1 - $1,000 | SP | 2019 | Aug 13, 2020 |
|
BOREL REAL ESTATE COMPANY
Disclosed Asset
|
Ownership Interest (Engaged in a Trade or Business) | $500,001 - $1,000,000 | SP | 2019 | Aug 13, 2020 |
|
CITY CAR SERVICES LLC
Disclosed Asset
|
Ownership Interest (Engaged in a Trade or Business) | $500,001 - $1,000,000 | SP | 2019 | Aug 13, 2020 |
|
CITY NATIONAL BANK - CHECKING ACCOUNT
Disclosed Asset
|
Bank Accounts, Money Market Accounts and CDs | $100,001 - $250,000 | SP | 2019 | Aug 13, 2020 |
|
CITY NATIONAL SECURITIES - BROKERAGE MONEY MARKET ACCOUNT
Disclosed Asset
|
Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | SP | 2019 | Aug 13, 2020 |
| Stock | $1,001 - $15,000 | SP | 2019 | Aug 13, 2020 | |
| Stock | $500,001 - $1,000,000 | SP | 2019 | Aug 13, 2020 | |
|
CONGRESSIONAL CREDIT UNION - CHECKING ACCOUNT
Disclosed Asset
|
Bank Accounts, Money Market Accounts and CDs | $15,001 - $50,000 | Self | 2019 | Aug 13, 2020 |
| Stock | $100,001 - $250,000 | SP | 2019 | Aug 13, 2020 | |
|
EDI ASSOCIATES
Disclosed Asset
|
Ownership Interest (Engaged in a Trade or Business) | $250,001 - $500,000 | SP | 2019 | Aug 13, 2020 |
ProShares Trust ProShares S&P 500 Dynamic Buffer ETF
FB
|
Stock | $1,000,001 - $5,000,000 | SP | 2019 | Aug 13, 2020 |
ProShares Trust ProShares S&P 500 Dynamic Buffer ETF
FB
|
Options | $250,001 - $500,000 | SP | 2019 | Aug 13, 2020 |
|
FINANCIAL LEASING SERVICES
Disclosed Asset
|
Ownership Interest (Engaged in a Trade or Business) | $100,001 - $250,000 | SP | 2019 | Aug 13, 2020 |
|
FORTY-FIVE BELDEN CORPORATION
Disclosed Asset
|
Ownership Interest (Engaged in a Trade or Business) | $1,000,001 - $5,000,000 | SP | 2019 | Aug 13, 2020 |
|
GLOBAL AMBASSADOR CONCIERGE LLC
Disclosed Asset
|
Ownership Interest (Engaged in a Trade or Business) | $15,001 - $50,000 | SP | 2019 | Aug 13, 2020 |
| Stock | $250,001 - $500,000 | SP | 2019 | Aug 13, 2020 | |
|
MATTHEWS INTERNATIONAL MUTUAL FUND
Disclosed Asset
|
Mutual Funds | $50,001 - $100,000 | SP | 2019 | Aug 13, 2020 |
| Stock | $250,001 - $500,000 | SP | 2019 | Aug 13, 2020 | |
|
MOSHER PARTNERS LP
Disclosed Asset
|
Ownership Interest (Engaged in a Trade or Business) | $250,001 - $500,000 | SP | 2019 | Aug 13, 2020 |
|
TRIVIUM LLC
Disclosed Asset
|
Ownership Interest (Engaged in a Trade or Business) | $15,001 - $50,000 | SP | 2019 | Aug 13, 2020 |
|
TRIPATH TECHNOLOGY INC. COMMON STOCK
Disclosed Asset
|
Stock (Not Publicly Traded) | $1 - $1,000 | SP | 2019 | Aug 13, 2020 |
|
UNION BANK OF CALIFORNIA - CHECKING ACCOUNT
Disclosed Asset
|
Bank Accounts, Money Market Accounts and CDs | $1 - $1,000 | SP | 2019 | Aug 13, 2020 |
|
STONERIDGE LLC
Disclosed Asset
|
Ownership Interest (Engaged in a Trade or Business) | $250,001 - $500,000 | SP | 2019 | Aug 13, 2020 |
Sahakol Equipment Public Company Limited
SQ
|
Stock | $250,001 - $500,000 | SP | 2019 | Aug 13, 2020 |
|
SIERRA VISTA BASELINE INVESTORS LP
Disclosed Asset
|
Ownership Interest (Engaged in a Trade or Business) | $250,001 - $500,000 | SP | 2019 | Aug 13, 2020 |
| Options | $250,001 - $500,000 | SP | 2019 | Aug 13, 2020 | |
| Stock | $1,000,001 - $5,000,000 | SP | 2019 | Aug 13, 2020 | |
|
RUSSELL RANCH LLC
Disclosed Asset
|
Ownership Interest (Engaged in a Trade or Business) | $5,000,001 - $25,000,000 | SP | 2019 | Aug 13, 2020 |
|
REOF XXI, LLC
Disclosed Asset
|
Asset-Backed Securities | $250,001 - $500,000 | SP | 2019 | Aug 13, 2020 |
|
REOF XX, LLC
Disclosed Asset
|
Asset-Backed Securities | $100,001 - $250,000 | SP | 2019 | Aug 13, 2020 |
| Stock | $15,001 - $50,000 | SP | 2019 | Aug 13, 2020 | |
|
PIATTI RESTAURANT COMPANY
Disclosed Asset
|
Ownership Interest (Engaged in a Trade or Business) | $1,000,001 - $5,000,000 | SP | 2019 | Aug 13, 2020 |
|
ODYSSEY LLC
Disclosed Asset
|
Ownership Interest (Engaged in a Trade or Business) | $15,001 - $50,000 | SP | 2019 | Aug 13, 2020 |
|
NINE FORTY FIVE BATTERY LLC
Disclosed Asset
|
Ownership Interest (Engaged in a Trade or Business) | $5,000,001 - $25,000,000 | SP | 2019 | Aug 13, 2020 |
| Options | $250,001 - $500,000 | SP | 2019 | Aug 13, 2020 | |
|
NAUTILUS LEASING SERVICES
Disclosed Asset
|
Ownership Interest (Engaged in a Trade or Business) | $50,001 - $100,000 | SP | 2019 | Aug 13, 2020 |
|
WELLS FARGO BANK - CHECKING ACCOUNT
Disclosed Asset
|
Bank Accounts, Money Market Accounts and CDs | $15,001 - $50,000 | JT | 2019 | Aug 13, 2020 |
| Stock | $1,000,001 - $5,000,000 | SP | 2019 | Aug 13, 2020 | |
| Stock | $5,000,001 - $25,000,000 | SP | 2019 | Aug 13, 2020 | |
|
UNION BANK OF CALIFORNIA - PELOSI TRUST CHECKING ACCOUNT
Disclosed Asset
|
Bank Accounts, Money Market Accounts and CDs | $1 - $1,000 | SP | 2019 | Aug 13, 2020 |
|
UNION BANK OF CALIFORNIA - MONEY MARKET ACCOUNT
Disclosed Asset
|
Bank Accounts, Money Market Accounts and CDs | $250,001 - $500,000 | SP | 2019 | Aug 13, 2020 |
| Stock | $250,001 - $500,000 | SP | 2018 | May 15, 2019 | |
|
AUBERGE DU SOLEIL
Disclosed Asset
|
Ownership Interest (Engaged in a Trade or Business) | $5,000,001 - $25,000,000 | SP | 2018 | May 15, 2019 |
|
BANK OF AMERICA - CHECKING ACCOUNT
Disclosed Asset
|
Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | SP | 2018 | May 15, 2019 |
|
BANK OF AMERICA - CHECKING ACCOUNT
Disclosed Asset
|
Bank Accounts, Money Market Accounts and CDs | $1 - $1,000 | JT | 2018 | May 15, 2019 |
|
BANK OF AMERICA - CHECKING ACCOUNT
Disclosed Asset
|
Bank Accounts, Money Market Accounts and CDs | $1 - $1,000 | SP | 2018 | May 15, 2019 |
BF ENTERPRISES COMMON STOCK NEW
BFET
|
Stock | $1,001 - $15,000 | SP | 2018 | May 15, 2019 |
|
BOREL REAL ESTATE COMPANY
Disclosed Asset
|
Ownership Interest (Engaged in a Trade or Business) | $500,001 - $1,000,000 | SP | 2018 | May 15, 2019 |
|
CITY CAR SERVICES LLC
Disclosed Asset
|
Ownership Interest (Engaged in a Trade or Business) | $500,001 - $1,000,000 | SP | 2018 | May 15, 2019 |
|
CITY NATIONAL BANK - CHECKING ACCOUNT
Disclosed Asset
|
Bank Accounts, Money Market Accounts and CDs | $50,001 - $100,000 | SP | 2018 | May 15, 2019 |
|
CITY NATIONAL SECURITIES - BROKERAGE MONEY MARKET ACCOUNT
Disclosed Asset
|
Bank Accounts, Money Market Accounts and CDs | $15,001 - $50,000 | SP | 2018 | May 15, 2019 |
| Stock | $1,001 - $15,000 | SP | 2018 | May 15, 2019 | |
| Stock | $500,001 - $1,000,000 | SP | 2018 | May 15, 2019 | |
|
CONGRESSIONAL CREDIT UNION - CHECKING ACCOUNT
Disclosed Asset
|
Bank Accounts, Money Market Accounts and CDs | $15,001 - $50,000 | Self | 2018 | May 15, 2019 |
| Stock | $100,001 - $250,000 | SP | 2018 | May 15, 2019 | |
|
EDI ASSOCIATES
Disclosed Asset
|
Ownership Interest (Engaged in a Trade or Business) | $250,001 - $500,000 | SP | 2018 | May 15, 2019 |
ProShares Trust ProShares S&P 500 Dynamic Buffer ETF
FB
|
Stock | $500,001 - $1,000,000 | SP | 2018 | May 15, 2019 |
ProShares Trust ProShares S&P 500 Dynamic Buffer ETF
FB
|
Options | $50,001 - $100,000 | SP | 2018 | May 15, 2019 |
|
FINANCIAL LEASING SERVICES
Disclosed Asset
|
Ownership Interest (Engaged in a Trade or Business) | $100,001 - $250,000 | SP | 2018 | May 15, 2019 |
|
FORTY-FIVE BELDEN CORPORATION
Disclosed Asset
|
Ownership Interest (Engaged in a Trade or Business) | $1,000,001 - $5,000,000 | SP | 2018 | May 15, 2019 |
|
GLOBAL AMBASSADOR CONCIERGE LLC
Disclosed Asset
|
Ownership Interest (Engaged in a Trade or Business) | $15,001 - $50,000 | SP | 2018 | May 15, 2019 |
| Stock | $250,001 - $500,000 | SP | 2018 | May 15, 2019 | |
|
MATTHEWS INTERNATIONAL MUTUAL FUND
Disclosed Asset
|
Mutual Funds | $15,001 - $50,000 | SP | 2018 | May 15, 2019 |
|
MOJO NETWORKS, INC.
Disclosed Asset
|
Stock (Not Publicly Traded) | - | SP | 2018 | May 15, 2019 |
| Stock | $250,001 - $500,000 | SP | 2018 | May 15, 2019 | |
|
MOSHER PARTNERS LP
Disclosed Asset
|
Ownership Interest (Engaged in a Trade or Business) | $250,001 - $500,000 | SP | 2018 | May 15, 2019 |
|
NAUTILUS LEASING SERVICES
Disclosed Asset
|
Ownership Interest (Engaged in a Trade or Business) | $50,001 - $100,000 | SP | 2018 | May 15, 2019 |
|
NINE FORTY FIVE BATTERY LLC
Disclosed Asset
|
Ownership Interest (Engaged in a Trade or Business) | $5,000,001 - $25,000,000 | SP | 2018 | May 15, 2019 |
|
ODYSSEY LLC
Disclosed Asset
|
Ownership Interest (Engaged in a Trade or Business) | $15,001 - $50,000 | SP | 2018 | May 15, 2019 |
|
PIATTI RESTAURANT COMPANY
Disclosed Asset
|
Ownership Interest (Engaged in a Trade or Business) | $1,000,001 - $5,000,000 | SP | 2018 | May 15, 2019 |
| Stock | $1,001 - $15,000 | SP | 2018 | May 15, 2019 | |
|
RUSSELL RANCH LLC
Disclosed Asset
|
Ownership Interest (Engaged in a Trade or Business) | $5,000,001 - $25,000,000 | SP | 2018 | May 15, 2019 |
| Stock | $1,000,001 - $5,000,000 | SP | 2018 | May 15, 2019 | |
|
SIERRA VISTA BASELINE INVESTORS LP
Disclosed Asset
|
Ownership Interest (Engaged in a Trade or Business) | $250,001 - $500,000 | SP | 2018 | May 15, 2019 |
Sahakol Equipment Public Company Limited
SQ
|
Stock | $250,001 - $500,000 | SP | 2018 | May 15, 2019 |
|
STONERIDGE LLC
Disclosed Asset
|
Ownership Interest (Engaged in a Trade or Business) | $250,001 - $500,000 | SP | 2018 | May 15, 2019 |
Sunedison Inc
SUNE
|
Stock | $1 - $1,000 | SP | 2018 | May 15, 2019 |
|
THIRTEEN HUNDRED ONE SANSOME LLC
Disclosed Asset
|
Ownership Interest (Engaged in a Trade or Business) | $5,000,001 - $25,000,000 | SP | 2018 | May 15, 2019 |
|
TRIPATH TECHNOLOGY INC. COMMON STOCK
Disclosed Asset
|
Stock (Not Publicly Traded) | $1 - $1,000 | SP | 2018 | May 15, 2019 |
|
TRIVIUM LLC
Disclosed Asset
|
Ownership Interest (Engaged in a Trade or Business) | $15,001 - $50,000 | SP | 2018 | May 15, 2019 |
|
UNION BANK OF CALIFORNIA - CHECKING ACCOUNT
Disclosed Asset
|
Bank Accounts, Money Market Accounts and CDs | $1 - $1,000 | SP | 2018 | May 15, 2019 |
|
UNION BANK OF CALIFORNIA - MONEY MARKET ACCOUNT
Disclosed Asset
|
Bank Accounts, Money Market Accounts and CDs | $250,001 - $500,000 | SP | 2018 | May 15, 2019 |
|
UNION BANK OF CALIFORNIA - PELOSI TRUST CHECKING ACCOUNT
Disclosed Asset
|
Bank Accounts, Money Market Accounts and CDs | $1 - $1,000 | SP | 2018 | May 15, 2019 |
| Stock | $5,000,001 - $25,000,000 | SP | 2018 | May 15, 2019 | |
| Stock | $1,000,001 - $5,000,000 | SP | 2018 | May 15, 2019 | |
|
WELLS FARGO BANK - CHECKING ACCOUNT
Disclosed Asset
|
Bank Accounts, Money Market Accounts and CDs | $15,001 - $50,000 | JT | 2018 | May 15, 2019 |
|
25 POINT LOBOS - COMMERCIAL PROPERTY
Disclosed Asset
|
Real Property | $5,000,001 - $25,000,000 | SP | 2018 | May 15, 2019 |
|
11 ZINFANDEL LANE - HOME & VINEYARD
Disclosed Asset
|
Real Property | $5,000,001 - $25,000,000 | JT | 2018 | May 15, 2019 |
|
ARISTOTLE LLC
Disclosed Asset
|
Ownership Interest (Engaged in a Trade or Business) | $15,001 - $50,000 | SP | 2018 | May 15, 2019 |
| Stock | $5,000,001 - $25,000,000 | SP | 2018 | May 15, 2019 | |
|
APPLE INC.
Disclosed Asset
|
Options | $250,001 - $500,000 | SP | 2018 | May 15, 2019 |
| Options | $500,001 - $1,000,000 | SP | 2018 | May 15, 2019 | |
|
45 BELDEN PLACE - FOUR STORY COMMERCIAL BUILDING
Disclosed Asset
|
Real Property | $5,000,001 - $25,000,000 | SP | 2018 | May 15, 2019 |
BF ENTERPRISES COMMON STOCK NEW
BFET
|
Stock | $1,001 - $15,000 | SP | 2017 | May 14, 2018 |
|
11 ZINFANDEL LANE - HOME & VINEYARD
Disclosed Asset
|
Real Property | $5,000,001 - $25,000,000 | JT | 2017 | May 14, 2018 |
|
25 POINT LOBOS - COMMERCIAL PROPERTY
Disclosed Asset
|
Real Property | $5,000,001 - $25,000,000 | SP | 2017 | May 14, 2018 |
|
45 BELDEN PLACE - FOUR STORY COMMERCIAL BUILDING
Disclosed Asset
|
Real Property | $5,000,001 - $25,000,000 | SP | 2017 | May 14, 2018 |
| Stock | $5,000,001 - $25,000,000 | SP | 2017 | May 14, 2018 | |
|
APPLE INC.
Disclosed Asset
|
Options | - | SP | 2017 | May 14, 2018 |
|
ARISTOTLE LLC
Disclosed Asset
|
Ownership Interest (Engaged in a Trade or Business) | $15,001 - $50,000 | SP | 2017 | May 14, 2018 |
|
AUBERGE DU SOLEIL
Disclosed Asset
|
Ownership Interest (Engaged in a Trade or Business) | $5,000,001 - $25,000,000 | SP | 2017 | May 14, 2018 |
|
BANK OF AMERICA - CHECKING ACCOUNT
Disclosed Asset
|
Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | SP | 2017 | May 14, 2018 |
|
BANK OF AMERICA - CHECKING ACCOUNT
Disclosed Asset
|
Bank Accounts, Money Market Accounts and CDs | $1 - $1,000 | JT | 2017 | May 14, 2018 |
|
BANK OF AMERICA - CHECKING ACCOUNT
Disclosed Asset
|
Bank Accounts, Money Market Accounts and CDs | $1 - $1,000 | SP | 2017 | May 14, 2018 |
|
BOREL REAL ESTATE COMPANY
Disclosed Asset
|
Ownership Interest (Engaged in a Trade or Business) | $500,001 - $1,000,000 | SP | 2017 | May 14, 2018 |
|
CITY CAR SERVICES LLC
Disclosed Asset
|
Ownership Interest (Engaged in a Trade or Business) | $500,001 - $1,000,000 | SP | 2017 | May 14, 2018 |
|
CITY NATIONAL BANK - CHECKING ACCOUNT
Disclosed Asset
|
Bank Accounts, Money Market Accounts and CDs | $50,001 - $100,000 | SP | 2017 | May 14, 2018 |
|
CITY NATIONAL SECURITIES - BROKERAGE MONEY MARKET ACCOUNT
Disclosed Asset
|
Bank Accounts, Money Market Accounts and CDs | $500,001 - $1,000,000 | SP | 2017 | May 14, 2018 |
| Stock | $1,001 - $15,000 | SP | 2017 | May 14, 2018 | |
| Stock | $500,001 - $1,000,000 | SP | 2017 | May 14, 2018 | |
|
CONGRESSIONAL CREDIT UNION - CHECKING ACCOUNT
Disclosed Asset
|
Bank Accounts, Money Market Accounts and CDs | $15,001 - $50,000 | Self | 2017 | May 14, 2018 |
|
EDI ASSOCIATES
Disclosed Asset
|
Ownership Interest (Engaged in a Trade or Business) | $250,001 - $500,000 | SP | 2017 | May 14, 2018 |
ProShares Trust ProShares S&P 500 Dynamic Buffer ETF
FB
|
Stock | $500,001 - $1,000,000 | SP | 2017 | May 14, 2018 |
|
FINANCIAL LEASING SERVICES
Disclosed Asset
|
Ownership Interest (Engaged in a Trade or Business) | $100,001 - $250,000 | SP | 2017 | May 14, 2018 |
|
FORTY-FIVE BELDEN CORPORATION
Disclosed Asset
|
Ownership Interest (Engaged in a Trade or Business) | $1,000,001 - $5,000,000 | SP | 2017 | May 14, 2018 |
|
GLOBAL AMBASSADOR CONCIERGE LLC
Disclosed Asset
|
Ownership Interest (Engaged in a Trade or Business) | $15,001 - $50,000 | SP | 2017 | May 14, 2018 |
| Stock | $250,001 - $500,000 | SP | 2017 | May 14, 2018 | |
|
MATTHEWS INTERNATIONAL MUTUAL FUND
Disclosed Asset
|
Mutual Funds | $50,001 - $100,000 | SP | 2017 | May 14, 2018 |
|
MOJO NETWORKS, INC.
Disclosed Asset
|
Stock (Not Publicly Traded) | $15,001 - $50,000 | SP | 2017 | May 14, 2018 |
| Stock | $250,001 - $500,000 | SP | 2017 | May 14, 2018 | |
|
MOSHER PARTNERS LP
Disclosed Asset
|
Ownership Interest (Engaged in a Trade or Business) | $250,001 - $500,000 | SP | 2017 | May 14, 2018 |
|
NAUTILUS LEASING SERVICES
Disclosed Asset
|
Ownership Interest (Engaged in a Trade or Business) | $50,001 - $100,000 | SP | 2017 | May 14, 2018 |
|
NINE FORTY FIVE BATTERY LLC
Disclosed Asset
|
Ownership Interest (Engaged in a Trade or Business) | $5,000,001 - $25,000,000 | SP | 2017 | May 14, 2018 |
|
ODYSSEY LLC
Disclosed Asset
|
Ownership Interest (Engaged in a Trade or Business) | $15,001 - $50,000 | SP | 2017 | May 14, 2018 |
|
PIATTI RESTAURANT COMPANY
Disclosed Asset
|
Ownership Interest (Engaged in a Trade or Business) | $1,000,001 - $5,000,000 | SP | 2017 | May 14, 2018 |
| Stock | $1,001 - $15,000 | SP | 2017 | May 14, 2018 | |
|
RUSSELL RANCH LLC
Disclosed Asset
|
Ownership Interest (Engaged in a Trade or Business) | $5,000,001 - $25,000,000 | SP | 2017 | May 14, 2018 |
| Stock | $1,000,001 - $5,000,000 | SP | 2017 | May 14, 2018 | |
|
SIERRA VISTA BASELINE INVESTORS LP
Disclosed Asset
|
Ownership Interest (Engaged in a Trade or Business) | $250,001 - $500,000 | SP | 2017 | May 14, 2018 |
|
SQUARE INC.
Disclosed Asset
|
Options | - | SP | 2017 | May 14, 2018 |
Sahakol Equipment Public Company Limited
SQ
|
Stock | $100,001 - $250,000 | SP | 2017 | May 14, 2018 |
|
STONERIDGE LLC
Disclosed Asset
|
Ownership Interest (Engaged in a Trade or Business) | $250,001 - $500,000 | SP | 2017 | May 14, 2018 |
Sunedison Inc
SUNE
|
Stock | $1 - $1,000 | SP | 2017 | May 14, 2018 |
|
THIRTEEN HUNDRED ONE SANSOME LLC
Disclosed Asset
|
Ownership Interest (Engaged in a Trade or Business) | $1,000,001 - $5,000,000 | SP | 2017 | May 14, 2018 |
|
TRIPATH TECHNOLOGY INC. COMMON STOCK
Disclosed Asset
|
Stock (Not Publicly Traded) | $1 - $1,000 | SP | 2017 | May 14, 2018 |
|
TRIVIUM LLC
Disclosed Asset
|
Ownership Interest (Engaged in a Trade or Business) | $15,001 - $50,000 | SP | 2017 | May 14, 2018 |
|
UNION BANK OF CALIFORNIA - CHECKING ACCOUNT
Disclosed Asset
|
Bank Accounts, Money Market Accounts and CDs | $1 - $1,000 | SP | 2017 | May 14, 2018 |
|
UNION BANK OF CALIFORNIA - MONEY MARKET ACCOUNT
Disclosed Asset
|
Bank Accounts, Money Market Accounts and CDs | $250,001 - $500,000 | SP | 2017 | May 14, 2018 |
|
UNION BANK OF CALIFORNIA - PELOSI TRUST CHECKING ACCOUNT
Disclosed Asset
|
Bank Accounts, Money Market Accounts and CDs | $1 - $1,000 | SP | 2017 | May 14, 2018 |
| Stock | $5,000,001 - $25,000,000 | SP | 2017 | May 14, 2018 | |
| Stock | $1,000,001 - $5,000,000 | SP | 2017 | May 14, 2018 | |
|
WELLS FARGO BANK - CHECKING ACCOUNT
Disclosed Asset
|
Bank Accounts, Money Market Accounts and CDs | $15,001 - $50,000 | JT | 2017 | May 14, 2018 |
|
UNION BANK OF CALIFORNIA - MONEY MARKET ACCOUNT SP $250,001 - $500,000 INTEREST
Disclosed Asset
|
Other | $250,001 - $500,000 | SP | 2016 | May 15, 2017 |
|
UNION BANK OF CALIFORNIA - PELOSI TRUST CHECKING SP $1 - $1,000 NONE G F
Disclosed Asset
|
Other | $1 - $1,000 | SP | 2016 | May 15, 2017 |
|
UNITED FOOTBALL LEAGUE SP NONE PARTNERSHIP LOSS OVER $5,000,000 G
Disclosed Asset
|
Other | - | SP | 2016 | May 15, 2017 |
|
UNITED FOOTBALL LEAGUE SACRAMENTO MOUNTAIN LIONS TEAM SP NONE PARTNERSHIP LOSS OVER $5,000,000
Disclosed Asset
|
Other | - | SP | 2016 | May 15, 2017 |
| Other | $1,000,001 - $5,000,000 | SP | 2016 | May 15, 2017 | |
|
WALT DISNEY COMPANY SP NONE NONE G F
Disclosed Asset
|
Other | - | SP | 2016 | May 15, 2017 |
| Other | $1,000,001 - $5,000,000 | SP | 2016 | May 15, 2017 | |
|
WELLS FARGO BANK - CHECKING ACCOUNT JT $50,001 - $100,000 INTEREST $1 - $200
Disclosed Asset
|
Other | $50,001 - $100,000 | JT | 2016 | May 15, 2017 |
|
11 ZINFANDEL LANE - HOME & VINEYARD JT $5,000,001 - $25,000,000 NONE G
Disclosed Asset
|
Other | $5,000,001 - $25,000,000 | JT | 2016 | May 15, 2017 |
|
25 POINT LOBOS - COMMERCIAL PROPERTY SP $5,000,001 - $25,000,000 RENT $100,001 -
Disclosed Asset
|
Other | $5,000,001 - $25,000,000 | SP | 2016 | May 15, 2017 |
|
45 BELDEN PLACE - FOUR STORY COMMERCIAL BUILDING SP $1,000,001 - $5,000,000 RENT
Disclosed Asset
|
Other | $1,000,001 - $5,000,000 | SP | 2016 | May 15, 2017 |
| Other | $1,000,001 - $5,000,000 | SP | 2016 | May 15, 2017 | |
|
APPLE INC. SP $500,001 - $1,000,000 NONE G
Disclosed Asset
|
Other | $500,001 - $1,000,000 | SP | 2016 | May 15, 2017 |
|
AUBERGE DU SOLEIL SP $1,000,001 - $5,000,000 PARTNERSHIP LOSS $50,001 -
Disclosed Asset
|
Other | $1,000,001 - $5,000,000 | SP | 2016 | May 15, 2017 |
|
BANK OF AMERICA - CHECKING ACCOUNT SP $1,001 - $15,000 NONE G F
Disclosed Asset
|
Other | $1,001 - $15,000 | SP | 2016 | May 15, 2017 |
|
BANK OF AMERICA - CHECKING ACCOUNT JT $1 - $1,000 NONE G F
Disclosed Asset
|
Other | $1 - $1,000 | JT | 2016 | May 15, 2017 |
|
BANK OF AMERICA - CHECKING ACCOUNT SP $1 - $1,000 NONE G F
Disclosed Asset
|
Other | $1 - $1,000 | SP | 2016 | May 15, 2017 |
BF ENTERPRISES COMMON STOCK NEW
BFET
|
Other | $1,001 - $15,000 | SP | 2016 | May 15, 2017 |
|
BOREL REAL ESTATE COMPANY SP $500,001 - $1,000,000 RENT $15,001 - $50,000
Disclosed Asset
|
Other | $500,001 - $1,000,000 | SP | 2016 | May 15, 2017 |
|
CITY CAR SERVICES LLC SP $500,001 - $1,000,000 NONE G
Disclosed Asset
|
Other | $500,001 - $1,000,000 | SP | 2016 | May 15, 2017 |
|
CITY NATIONAL BANK - CHECKING ACCOUNT SP $100,001 - $250,000 INTEREST $1 - $200
Disclosed Asset
|
Other | $100,001 - $250,000 | SP | 2016 | May 15, 2017 |
|
CITY NATIONAL SECURITIES - BROKERAGE MONEY MARKET ACCOUNT SP $50,001 - $100,000 S
Disclosed Asset
|
Other | $50,001 - $100,000 | SP | 2016 | May 15, 2017 |
| Other | $1,001 - $15,000 | SP | 2016 | May 15, 2017 | |
| Other | $500,001 - $1,000,000 | SP | 2016 | May 15, 2017 | |
|
EDI ASSOCIATES SP $250,001 - $500,000 PARTNERSHIP INCOME
Disclosed Asset
|
Other | $250,001 - $500,000 | SP | 2016 | May 15, 2017 |
ProShares Trust ProShares S&P 500 Dynamic Buffer ETF
FB
|
Other | $500,001 - $1,000,000 | SP | 2016 | May 15, 2017 |
|
FINANCIAL LEASING SERVICES SP $100,001 - $250,000 NONE G
Disclosed Asset
|
Other | $100,001 - $250,000 | SP | 2016 | May 15, 2017 |
|
FORTY-FIVE BELDEN CORPORATION SP $1,000,001 - $5,000,000 PARTNERSHIP LOSS $100,001 -
Disclosed Asset
|
Other | $1,000,001 - $5,000,000 | SP | 2016 | May 15, 2017 |
|
GRANITE VENTURES LP SP NONE PARTNERSHIP LOSS $5,001 - $15,000 G
Disclosed Asset
|
Other | - | SP | 2016 | May 15, 2017 |
| Other | - | SP | 2016 | May 15, 2017 | |
| Other | - | SP | 2016 | May 15, 2017 | |
|
MATTHEWS INTERNATIONAL MUTUAL FUND SP $15,001 - $50,000 S
Disclosed Asset
|
Other | $15,001 - $50,000 | SP | 2016 | May 15, 2017 |
|
SP $100,001 - $250,000 S
Disclosed Asset
|
Other | $100,001 - $250,000 | SP | 2016 | May 15, 2017 |
|
MOSHER PARTNERS LP SP $250,001 - $500,000 PARTNERSHIP INCOME
Disclosed Asset
|
Other | $250,001 - $500,000 | SP | 2016 | May 15, 2017 |
|
NAUTILUS LEASING SERVICES SP $50,001 - $100,000 NONE G
Disclosed Asset
|
Other | $50,001 - $100,000 | SP | 2016 | May 15, 2017 |
|
NINE FORTY FIVE BATTERY LLC SP $5,000,001 - $25,000,000 PARTNERSHIP INCOME
Disclosed Asset
|
Other | $5,000,001 - $25,000,000 | SP | 2016 | May 15, 2017 |
|
PIATTI RESTAURANT COMPANY SP $1,000,001 - $5,000,000 PARTNERSHIP INCOME
Disclosed Asset
|
Other | $1,000,001 - $5,000,000 | SP | 2016 | May 15, 2017 |
| Other | $1,001 - $15,000 | SP | 2016 | May 15, 2017 | |
|
RUSSELL RANCH LLC SP $5,000,001 - $25,000,000 PARTNERSHIP INCOME
Disclosed Asset
|
Other | $5,000,001 - $25,000,000 | SP | 2016 | May 15, 2017 |
| Other | $500,001 - $1,000,000 | SP | 2016 | May 15, 2017 | |
|
SIERRA VISTA BASELINE INVESTORS LP SP $250,001 - $500,000 PARTNERSHIP INCOME
Disclosed Asset
|
Other | $250,001 - $500,000 | SP | 2016 | May 15, 2017 |
|
STONERIDGE LLC SP $250,001 - $500,000 PARTNERSHIP LOSS $201 - $1,000
Disclosed Asset
|
Other | $250,001 - $500,000 | SP | 2016 | May 15, 2017 |
Sunedison Inc
SUNE
|
Other | $1 - $1,000 | SP | 2016 | May 15, 2017 |
|
THIRTEEN HUNDRED ONE SANSOME LLC SP $1,000,001 - $5,000,000 RENT $100,001 -
Disclosed Asset
|
Other | $1,000,001 - $5,000,000 | SP | 2016 | May 15, 2017 |
|
TRIPATH TECHNOLOGY INC. COMMON STOCK SP $1 - $1,000 NONE G F
Disclosed Asset
|
Other | $1 - $1,000 | SP | 2016 | May 15, 2017 |
|
UNION BANK OF CALIFORNIA - CHECKING ACCOUNT SP $1 - $1,000 NONE G F
Disclosed Asset
|
Other | $1 - $1,000 | SP | 2016 | May 15, 2017 |
|
STONERIDGE LLC SP $250,001 - $500,000 PARTNERSHIP LOSS $201 - $1,000
Disclosed Asset
|
Other | $250,001 - $500,000 | SP | 2015 | Jun 03, 2016 |
Sunedison Inc
SUNE
|
Other | $15,001 - $50,000 | SP | 2015 | Jun 03, 2016 |
|
THIRTEEN HUNDRED ONE SANSOME LLC SP $1,000,001 - $5,000,000 RENT $100,001 -
Disclosed Asset
|
Other | $1,000,001 - $5,000,000 | SP | 2015 | Jun 03, 2016 |
|
TRIPATH TECHNOLOGY INC. COMMON STOCK SP $1 - $1,000 NONE G F
Disclosed Asset
|
Other | $1 - $1,000 | SP | 2015 | Jun 03, 2016 |
|
UNION BANK OF CALIFORNIA - CHECKING ACCOUNT SP $1 - $1,000 NONE G F
Disclosed Asset
|
Other | $1 - $1,000 | SP | 2015 | Jun 03, 2016 |
|
UNION BANK OF CALIFORNIA - MONEY MARKET ACCOUNT SP $1 - $1,000 NONE G
Disclosed Asset
|
Other | $1 - $1,000 | SP | 2015 | Jun 03, 2016 |
|
UNION BANK OF CALIFORNIA - PELOSI TRUST CHECKING ACCOUNT SP $1 - $1,000 NONE G
Disclosed Asset
|
Other | $1 - $1,000 | SP | 2015 | Jun 03, 2016 |
|
UNITED FOOTBALL LEAGUE SP $5,000,001 - $25,000,000 NONE G
Disclosed Asset
|
Other | $5,000,001 - $25,000,000 | SP | 2015 | Jun 03, 2016 |
|
UNITED FOOTBALL LEAGUE SACRAMENTO MOUNTAIN LIONS TEAM SP $5,000,001 - $25,000,000 PARTNERSHIP LOSS
Disclosed Asset
|
Other | $5,000,001 - $25,000,000 | SP | 2015 | Jun 03, 2016 |
| Other | $1,000,001 - $5,000,000 | SP | 2015 | Jun 03, 2016 | |
|
WALT DISNEY COMPANY SP $100,001 - $250,000 NONE G
Disclosed Asset
|
Other | $100,001 - $250,000 | SP | 2015 | Jun 03, 2016 |
|
WELLS FARGO BANK - CHECKING ACCOUNT JT $1,001 - $15,000 INTEREST $1 - $200 G
Disclosed Asset
|
Other | $1,001 - $15,000 | JT | 2015 | Jun 03, 2016 |
|
YERAC ASSOCIATES SP NONE PARTNERSHIP LOSS $15,001 - $50,000 G
Disclosed Asset
|
Other | - | SP | 2015 | Jun 03, 2016 |
|
11 ZINFANDEL LANE - HOME & VINEYARD JT $5,000,001 - $25,000,000 NONE G
Disclosed Asset
|
Other | $5,000,001 - $25,000,000 | JT | 2015 | Jun 03, 2016 |
|
1600 ATLAS PEAK ROAD - REAL ESTATE INVESTMENT JT $500,001 - $1,000,000 RENT $15,001 - $50,000
Disclosed Asset
|
Other | $500,001 - $1,000,000 | JT | 2015 | Jun 03, 2016 |
|
25 POINT LOBOS - COMMERCIAL PROPERTY SP $5,000,001 - $25,000,000 RENT $100,001 -
Disclosed Asset
|
Other | $5,000,001 - $25,000,000 | SP | 2015 | Jun 03, 2016 |
|
45 BELDEN PLACE - FOUR STORY COMMERCIAL BUILDING SP $1,000,001 - $5,000,000 RENT
Disclosed Asset
|
Other | $1,000,001 - $5,000,000 | SP | 2015 | Jun 03, 2016 |
|
723 MULE EARS COURT - TOWNHOME JT $1,000,001 - $5,000,000 RENT $50,001 -
Disclosed Asset
|
Other | $1,000,001 - $5,000,000 | JT | 2015 | Jun 03, 2016 |
| Other | $1,000,001 - $5,000,000 | SP | 2015 | Jun 03, 2016 | |
|
ATTENSITY GROUP INC. PREFERRED STOCK SP $1,001 - $15,000 NONE G F
Disclosed Asset
|
Other | $1,001 - $15,000 | SP | 2015 | Jun 03, 2016 |
|
AUBERGE DU SOLEIL SP $1,000,001 - $5,000,000 PARTNERSHIP INCOME
Disclosed Asset
|
Other | $1,000,001 - $5,000,000 | SP | 2015 | Jun 03, 2016 |
|
BANK OF AMERICA - CHECKING ACCOUNT SP $1,001 - $15,000 NONE G F
Disclosed Asset
|
Other | $1,001 - $15,000 | SP | 2015 | Jun 03, 2016 |
|
BANK OF AMERICA - CHECKING ACCOUNT JT $1 - $1,000 NONE G F
Disclosed Asset
|
Other | $1 - $1,000 | JT | 2015 | Jun 03, 2016 |
|
BANK OF AMERICA - CHECKING ACCOUNT SP $1 - $1,000 NONE G F
Disclosed Asset
|
Other | $1 - $1,000 | SP | 2015 | Jun 03, 2016 |
BF ENTERPRISES COMMON STOCK NEW
BFET
|
Other | $15,001 - $50,000 | SP | 2015 | Jun 03, 2016 |
|
BOREL REAL ESTATE COMPANY SP $100,001 - $250,000 RENT $15,001 - $50,000
Disclosed Asset
|
Other | $100,001 - $250,000 | SP | 2015 | Jun 03, 2016 |
|
CITY CAR SERVICES LLC SP $500,001 - $1,000,000 PARTNERSHIP INCOME
Disclosed Asset
|
Other | $500,001 - $1,000,000 | SP | 2015 | Jun 03, 2016 |
|
CITY NATIONAL BANK - CHECKING ACCOUNT SP $50,001 - $100,000 NONE G
Disclosed Asset
|
Other | $50,001 - $100,000 | SP | 2015 | Jun 03, 2016 |
|
CITY NATIONAL SECURITIES - BROKERAGE MONEY MARKET ACCOUNT SP $1,001 - $15,000 S
Disclosed Asset
|
Other | $1,001 - $15,000 | SP | 2015 | Jun 03, 2016 |
| Other | $15,001 - $50,000 | SP | 2015 | Jun 03, 2016 | |
|
COLLAB.NET LLC SP NONE PARTNERSHIP LOSS $1 - $200 G
Disclosed Asset
|
Other | - | SP | 2015 | Jun 03, 2016 |
| Other | $500,001 - $1,000,000 | SP | 2015 | Jun 03, 2016 | |
|
EDI ASSOCIATES SP $250,001 - $500,000 PARTNERSHIP INCOME
Disclosed Asset
|
Other | $250,001 - $500,000 | SP | 2015 | Jun 03, 2016 |
ProShares Trust ProShares S&P 500 Dynamic Buffer ETF
FB
|
Other | $500,001 - $1,000,000 | SP | 2015 | Jun 03, 2016 |
|
FINANCIAL LEASING SERVICES SP $100,001 - $250,000 NONE G
Disclosed Asset
|
Other | $100,001 - $250,000 | SP | 2015 | Jun 03, 2016 |
|
FORTY-FIVE BELDEN CORPORATION SP $1,000,001 - $5,000,000 PARTNERSHIP LOSS $100,001 -
Disclosed Asset
|
Other | $1,000,001 - $5,000,000 | SP | 2015 | Jun 03, 2016 |
|
GRANITE VENTURES LP SP $15,001 - $50,000 PARTNERSHIP LOSS $5,001 - $15,000 G F
Disclosed Asset
|
Other | $15,001 - $50,000 | SP | 2015 | Jun 03, 2016 |
| Other | $15,001 - $50,000 | SP | 2015 | Jun 03, 2016 | |
| Other | $100,001 - $250,000 | SP | 2015 | Jun 03, 2016 | |
|
MARQUETRY ANTIQUES SP NONE PARTNERSHIP LOSS $50,001 - $100,000
Disclosed Asset
|
Other | - | SP | 2015 | Jun 03, 2016 |
|
MATTHEWS INTERNATIONAL MUTUAL FUND SP $50,001 - $100,000 S
Disclosed Asset
|
Other | $50,001 - $100,000 | SP | 2015 | Jun 03, 2016 |
| Other | $100,001 - $250,000 | SP | 2015 | Jun 03, 2016 | |
| Other | $100,001 - $250,000 | SP | 2015 | Jun 03, 2016 | |
|
MOSHER PARTNERS LP SP $250,001 - $500,000 PARTNERSHIP LOSS $100,001 -
Disclosed Asset
|
Other | $250,001 - $500,000 | SP | 2015 | Jun 03, 2016 |
|
NAUTILUS LEASING SERVICES SP $50,001 - $100,000 NONE G
Disclosed Asset
|
Other | $50,001 - $100,000 | SP | 2015 | Jun 03, 2016 |
|
NINE FORTY FIVE BATTERY LLC SP $5,000,001 - $25,000,000 PARTNERSHIP LOSS $100,001 -
Disclosed Asset
|
Other | $5,000,001 - $25,000,000 | SP | 2015 | Jun 03, 2016 |
|
PIATTI RESTAURANT COMPANY SP $1,000,001 - $5,000,000 PARTNERSHIP LOSS $2,501 - $5,000
Disclosed Asset
|
Other | $1,000,001 - $5,000,000 | SP | 2015 | Jun 03, 2016 |
| Other | $1,001 - $15,000 | SP | 2015 | Jun 03, 2016 | |
|
RUSSELL RANCH LLC SP $5,000,001 - $25,000,000 PARTNERSHIP INCOME
Disclosed Asset
|
Other | $5,000,001 - $25,000,000 | SP | 2015 | Jun 03, 2016 |
| Other | $500,001 - $1,000,000 | SP | 2015 | Jun 03, 2016 | |
|
SIERRA VISTA BASELINE INVESTORS LP SP $250,001 - $500,000 PARTNERSHIP INCOME
Disclosed Asset
|
Other | $250,001 - $500,000 | SP | 2015 | Jun 03, 2016 |
|
SPEAKEASY INVESTORS LP SP $1,001 - $15,000 PARTNERSHIP LOSS $1,001 - $2,500 G
Disclosed Asset
|
Other | $1,001 - $15,000 | SP | 2015 | Jun 03, 2016 |
|
FINANCIAL LEASING SERVICES SP $100,001 - $250,000 NONE G
Disclosed Asset
|
Other | $100,001 - $250,000 | SP | 2014 | Jul 07, 2015 |
|
11 ZINFANDEL LANE - HOME & VINEYARD JT $5,000,001 - $25,000,000 GRAPE SALES $5,001 - $15,000
Disclosed Asset
|
Other | $5,000,001 - $25,000,000 | JT | 2014 | Jul 07, 2015 |
|
1600 ATLAS PEAK ROAD - REAL ESTATE INVESTMENT JT $500,001 - $1,000,000 RENT $15,001 - $50,000
Disclosed Asset
|
Other | $500,001 - $1,000,000 | JT | 2014 | Jul 07, 2015 |
|
25 POINT LOBOS - COMMERCIAL PROPERTY SP $5,000,001 - $25,000,000 RENT $100,001 -
Disclosed Asset
|
Other | $5,000,001 - $25,000,000 | SP | 2014 | Jul 07, 2015 |
|
45 BELDEN PLACE - FOUR STORY COMMERCIAL BUILDING SP $1,000,001 - $5,000,000 RENT
Disclosed Asset
|
Other | $1,000,001 - $5,000,000 | SP | 2014 | Jul 07, 2015 |
|
723 MULE EARS COURT - TOWNHOME JT $1,000,001 - $5,000,000 RENT $15,001 - $50,000
Disclosed Asset
|
Other | $1,000,001 - $5,000,000 | JT | 2014 | Jul 07, 2015 |
| Other | $1,000,001 - $5,000,000 | SP | 2014 | Jul 07, 2015 | |
|
ATTENSITY GROUP INC. PREFERRED STOCK SP $1,001 - $15,000 NONE G F
Disclosed Asset
|
Other | $1,001 - $15,000 | SP | 2014 | Jul 07, 2015 |
|
AUBERGE DU SOLEIL SP $1,000,001 - $5,000,000 PARTNERSHIP INCOME
Disclosed Asset
|
Other | $1,000,001 - $5,000,000 | SP | 2014 | Jul 07, 2015 |
|
BANK OF AMERICA - CHECKING ACCOUNT SP $1,001 - $15,000 NONE G F
Disclosed Asset
|
Other | $1,001 - $15,000 | SP | 2014 | Jul 07, 2015 |
|
BANK OF AMERICA - CHECKING ACCOUNT JT $1 - $1,000 NONE G F
Disclosed Asset
|
Other | $1 - $1,000 | JT | 2014 | Jul 07, 2015 |
|
BANK OF AMERICA - CHECKING ACCOUNT SP $1 - $1,000 NONE G F
Disclosed Asset
|
Other | $1 - $1,000 | SP | 2014 | Jul 07, 2015 |
BF ENTERPRISES COMMON STOCK NEW
BFET
|
Other | $15,001 - $50,000 | SP | 2014 | Jul 07, 2015 |
|
BOREL REAL ESTATE COMPANY SP $100,001 - $250,000 RENT $15,001 - $50,000
Disclosed Asset
|
Other | $100,001 - $250,000 | SP | 2014 | Jul 07, 2015 |
|
CITY CAR SERVICES LLC SP $500,001 - $1,000,000 PARTNERSHIP INCOME
Disclosed Asset
|
Other | $500,001 - $1,000,000 | SP | 2014 | Jul 07, 2015 |
|
CITY NATIONAL BANK - CHECKING ACCOUNT SP $1,001 - $15,000 NONE G F
Disclosed Asset
|
Other | $1,001 - $15,000 | SP | 2014 | Jul 07, 2015 |
|
CITY NATIONAL SECURITIES - BROKERAGE MONEY MARKET ACCOUNT SP $1 - $1,000 S
Disclosed Asset
|
Other | $1 - $1,000 | SP | 2014 | Jul 07, 2015 |
| Other | $15,001 - $50,000 | SP | 2014 | Jul 07, 2015 | |
|
COLLAB.NET LLC SP $1 - $1,000 PARTNERSHIP LOSS $5,001 - $15,000 G
Disclosed Asset
|
Other | $1 - $1,000 | SP | 2014 | Jul 07, 2015 |
| Other | $500,001 - $1,000,000 | SP | 2014 | Jul 07, 2015 | |
|
EDI ASSOCIATES SP $250,001 - $500,000 PARTNERSHIP INCOME
Disclosed Asset
|
Other | $250,001 - $500,000 | SP | 2014 | Jul 07, 2015 |
ProShares Trust ProShares S&P 500 Dynamic Buffer ETF
FB
|
Other | $250,001 - $500,000 | SP | 2014 | Jul 07, 2015 |
|
FINANCIAL LEASING SERVICES SP $100,001 - $250,000 NONE G
Disclosed Asset
|
Other | $100,001 - $250,000 | SP | 2014 | Jul 07, 2015 |
|
FORTY-FIVE BELDEN CORPORATION SP $1,000,001 - $5,000,000 PARTNERSHIP INCOME
Disclosed Asset
|
Other | $1,000,001 - $5,000,000 | SP | 2014 | Jul 07, 2015 |
|
GLOBAL AMBASSADOR CONCIERGE LLC SP $15,001 - $50,000 PARTNERSHIP LOSS $1 - $200 G F
Disclosed Asset
|
Other | $15,001 - $50,000 | SP | 2014 | Jul 07, 2015 |
|
GRANITE VENTURES LP SP $50,001 - $100,000 PARTNERSHIP LOSS $1 - $200
Disclosed Asset
|
Other | $50,001 - $100,000 | SP | 2014 | Jul 07, 2015 |
| Other | $250,001 - $500,000 | SP | 2014 | Jul 07, 2015 | |
|
IBIQUITY DIGITAL CORPORATION PREFERRED STOCK SP $1 - $1,000 NONE G F
Disclosed Asset
|
Other | $1 - $1,000 | SP | 2014 | Jul 07, 2015 |
| Other | $100,001 - $250,000 | SP | 2014 | Jul 07, 2015 | |
|
ISQFT (FORMERLY KNOWN AS BIDCLERK INC.) SP $1 - $1,000 PARTNERSHIP INCOME $2,501 - $5,000
Disclosed Asset
|
Other | $1 - $1,000 | SP | 2014 | Jul 07, 2015 |
|
MARQUETRY ANTIQUES SP $100,001 - $250,000 PARTNERSHIP LOSS $5,001 - $15,000
Disclosed Asset
|
Other | $100,001 - $250,000 | SP | 2014 | Jul 07, 2015 |
|
MATTHEWS INTERNATIONAL MUTUAL FUND SP $50,001 - $100,000 S
Disclosed Asset
|
Other | $50,001 - $100,000 | SP | 2014 | Jul 07, 2015 |
| Other | $250,001 - $500,000 | SP | 2014 | Jul 07, 2015 | |
| Other | $100,001 - $250,000 | SP | 2014 | Jul 07, 2015 | |
|
MOSHER PARTNERS LP SP $250,001 - $500,000 PARTNERSHIP INCOME
Disclosed Asset
|
Other | $250,001 - $500,000 | SP | 2014 | Jul 07, 2015 |
|
NAUTILUS LEASING SERVICES SP $50,001 - $100,000 NONE G
Disclosed Asset
|
Other | $50,001 - $100,000 | SP | 2014 | Jul 07, 2015 |
|
NINE FORTY FIVE BATTERY LLC SP $5,000,001 - $25,000,000 PARTNERSHIP INCOME
Disclosed Asset
|
Other | $5,000,001 - $25,000,000 | SP | 2014 | Jul 07, 2015 |
|
PIATTI RESTAURANT COMPANY SP $1,000,001 - $5,000,000 PARTNERSHIP INCOME
Disclosed Asset
|
Other | $1,000,001 - $5,000,000 | SP | 2014 | Jul 07, 2015 |
| Other | $15,001 - $50,000 | SP | 2014 | Jul 07, 2015 | |
|
RUSSELL RANCH LLC SP $5,000,001 - $25,000,000 PARTNERSHIP INCOME
Disclosed Asset
|
Other | $5,000,001 - $25,000,000 | SP | 2014 | Jul 07, 2015 |
| Other | $500,001 - $1,000,000 | SP | 2014 | Jul 07, 2015 | |
|
SIERRA VISTA BASELINE INVESTORS LP SP $250,001 - $500,000 PARTNERSHIP LOSS $1,001 - $2,500
Disclosed Asset
|
Other | $250,001 - $500,000 | SP | 2014 | Jul 07, 2015 |
|
SPEAKEASY INVESTORS LP SP $1,001 - $15,000 NONE G F
Disclosed Asset
|
Other | $1,001 - $15,000 | SP | 2014 | Jul 07, 2015 |
|
STONERIDGE LLC SP $250,001 - $500,000 PARTNERSHIP LOSS $1,001 - $2,500
Disclosed Asset
|
Other | $250,001 - $500,000 | SP | 2014 | Jul 07, 2015 |
Sunedison Inc
SUNE
|
Other | $100,001 - $250,000 | SP | 2014 | Jul 07, 2015 |
|
THIRTEEN HUNDRED ONE SANSOME LLC SP $1,000,001 - $5,000,000 RENT $100,001 -
Disclosed Asset
|
Other | $1,000,001 - $5,000,000 | SP | 2014 | Jul 07, 2015 |
|
TRIPATH TECHNOLOGY INC. COMMON STOCK SP $1 - $1,000 NONE G F
Disclosed Asset
|
Other | $1 - $1,000 | SP | 2014 | Jul 07, 2015 |
|
UNION BANK OF CALIFORNIA - CHECKING ACCOUNT SP $1 - $1,000 NONE G F
Disclosed Asset
|
Other | $1 - $1,000 | SP | 2014 | Jul 07, 2015 |
|
UNION BANK OF CALIFORNIA - MONEY MARKET ACCOUNT SP $1 - $1,000 NONE G
Disclosed Asset
|
Other | $1 - $1,000 | SP | 2014 | Jul 07, 2015 |
|
UNION BANK OF CALIFORNIA - PELOSI TRUST CHECKING ACCOUNT SP $1 - $1,000 NONE G
Disclosed Asset
|
Other | $1 - $1,000 | SP | 2014 | Jul 07, 2015 |
|
UNITED FOOTBALL LEAGUE SP $5,000,001 - $25,000,000 NONE G
Disclosed Asset
|
Other | $5,000,001 - $25,000,000 | SP | 2014 | Jul 07, 2015 |
|
UNITED FOOTBALL LEAGUE SACRAMENTO MOUNTAIN LIONS TEAM SP $5,000,001 - $25,000,000 PARTNERSHIP LOSS
Disclosed Asset
|
Other | $5,000,001 - $25,000,000 | SP | 2014 | Jul 07, 2015 |
| Other | $1,000,001 - $5,000,000 | SP | 2014 | Jul 07, 2015 | |
|
WALT DISNEY COMPANY SP $100,001 - $250,000 NONE G
Disclosed Asset
|
Other | $100,001 - $250,000 | SP | 2014 | Jul 07, 2015 |
|
WELLS FARGO BANK - CHECKING ACCOUNT JT $1,001 - $15,000 INTEREST $1 - $200 G
Disclosed Asset
|
Other | $1,001 - $15,000 | JT | 2014 | Jul 07, 2015 |
|
YERAC ASSOCIATES SP $100,001 - $250,000 PARTNERSHIP INCOME
Disclosed Asset
|
Other | $100,001 - $250,000 | SP | 2014 | Jul 07, 2015 |
|
UNION BANK OF CALIFORNIA - MONEY MARKET ACCOUNT SP $1 - $1,000 NONE G
Disclosed Asset
|
Other | $1 - $1,000 | SP | 2014 | Jul 07, 2015 |
|
UNION BANK OF CALIFORNIA - CHECKING ACCOUNT SP $1 - $1,000 NONE G F
Disclosed Asset
|
Other | $1 - $1,000 | SP | 2014 | Jul 07, 2015 |
|
TRIPATH TECHNOLOGY INC. COMMON STOCK SP $1 - $1,000 NONE G F
Disclosed Asset
|
Other | $1 - $1,000 | SP | 2014 | Jul 07, 2015 |
|
THIRTEEN HUNDRED ONE SANSOME LLC SP $1,000,001 - $5,000,000 RENT $100,001 -
Disclosed Asset
|
Other | $1,000,001 - $5,000,000 | SP | 2014 | Jul 07, 2015 |
Sunedison Inc
SUNE
|
Other | $100,001 - $250,000 | SP | 2014 | Jul 07, 2015 |
|
STONERIDGE LLC SP $250,001 - $500,000 PARTNERSHIP LOSS $1,001 - $2,500
Disclosed Asset
|
Other | $250,001 - $500,000 | SP | 2014 | Jul 07, 2015 |
|
SPEAKEASY INVESTORS LP SP $1,001 - $15,000 NONE G F
Disclosed Asset
|
Other | $1,001 - $15,000 | SP | 2014 | Jul 07, 2015 |
|
SIERRA VISTA BASELINE INVESTORS LP SP $250,001 - $500,000 PARTNERSHIP LOSS $1,001 - $2,500
Disclosed Asset
|
Other | $250,001 - $500,000 | SP | 2014 | Jul 07, 2015 |
| Other | $500,001 - $1,000,000 | SP | 2014 | Jul 07, 2015 | |
|
RUSSELL RANCH LLC SP $5,000,001 - $25,000,000 PARTNERSHIP INCOME
Disclosed Asset
|
Other | $5,000,001 - $25,000,000 | SP | 2014 | Jul 07, 2015 |
| Other | $15,001 - $50,000 | SP | 2014 | Jul 07, 2015 | |
|
PIATTI RESTAURANT COMPANY SP $1,000,001 - $5,000,000 PARTNERSHIP INCOME
Disclosed Asset
|
Other | $1,000,001 - $5,000,000 | SP | 2014 | Jul 07, 2015 |
|
NINE FORTY FIVE BATTERY LLC SP $5,000,001 - $25,000,000 PARTNERSHIP INCOME
Disclosed Asset
|
Other | $5,000,001 - $25,000,000 | SP | 2014 | Jul 07, 2015 |
|
NAUTILUS LEASING SERVICES SP $50,001 - $100,000 NONE G
Disclosed Asset
|
Other | $50,001 - $100,000 | SP | 2014 | Jul 07, 2015 |
|
MOSHER PARTNERS LP SP $250,001 - $500,000 PARTNERSHIP INCOME
Disclosed Asset
|
Other | $250,001 - $500,000 | SP | 2014 | Jul 07, 2015 |
| Other | $100,001 - $250,000 | SP | 2014 | Jul 07, 2015 | |
| Other | $250,001 - $500,000 | SP | 2014 | Jul 07, 2015 | |
|
MATTHEWS INTERNATIONAL MUTUAL FUND SP $50,001 - $100,000 S
Disclosed Asset
|
Other | $50,001 - $100,000 | SP | 2014 | Jul 07, 2015 |
|
MARQUETRY ANTIQUES SP $100,001 - $250,000 PARTNERSHIP LOSS $5,001 - $15,000
Disclosed Asset
|
Other | $100,001 - $250,000 | SP | 2014 | Jul 07, 2015 |
|
ISQFT (FORMERLY KNOWN AS BIDCLERK INC.) SP $1 - $1,000 PARTNERSHIP INCOME $2,501 - $5,000
Disclosed Asset
|
Other | $1 - $1,000 | SP | 2014 | Jul 07, 2015 |
| Other | $100,001 - $250,000 | SP | 2014 | Jul 07, 2015 | |
|
IBIQUITY DIGITAL CORPORATION PREFERRED STOCK SP $1 - $1,000 NONE G F
Disclosed Asset
|
Other | $1 - $1,000 | SP | 2014 | Jul 07, 2015 |
| Other | $250,001 - $500,000 | SP | 2014 | Jul 07, 2015 | |
|
GRANITE VENTURES LP SP $50,001 - $100,000 PARTNERSHIP LOSS $1 - $200
Disclosed Asset
|
Other | $50,001 - $100,000 | SP | 2014 | Jul 07, 2015 |
|
GLOBAL AMBASSADOR CONCIERGE LLC SP $15,001 - $50,000 PARTNERSHIP LOSS $1 - $200 G F
Disclosed Asset
|
Other | $15,001 - $50,000 | SP | 2014 | Jul 07, 2015 |
|
FORTY-FIVE BELDEN CORPORATION SP $1,000,001 - $5,000,000 PARTNERSHIP INCOME
Disclosed Asset
|
Other | $1,000,001 - $5,000,000 | SP | 2014 | Jul 07, 2015 |
ProShares Trust ProShares S&P 500 Dynamic Buffer ETF
FB
|
Other | $250,001 - $500,000 | SP | 2014 | Jul 07, 2015 |
|
EDI ASSOCIATES SP $250,001 - $500,000 PARTNERSHIP INCOME
Disclosed Asset
|
Other | $250,001 - $500,000 | SP | 2014 | Jul 07, 2015 |
| Other | $500,001 - $1,000,000 | SP | 2014 | Jul 07, 2015 | |
|
COLLAB.NET LLC SP $1 - $1,000 PARTNERSHIP LOSS $5,001 - $15,000 G
Disclosed Asset
|
Other | $1 - $1,000 | SP | 2014 | Jul 07, 2015 |
| Other | $15,001 - $50,000 | SP | 2014 | Jul 07, 2015 | |
|
CITY NATIONAL SECURITIES - BROKERAGE MONEY MARKET ACCOUNT SP $1 - $1,000 S
Disclosed Asset
|
Other | $1 - $1,000 | SP | 2014 | Jul 07, 2015 |
|
CITY NATIONAL BANK - CHECKING ACCOUNT SP $1,001 - $15,000 NONE G F
Disclosed Asset
|
Other | $1,001 - $15,000 | SP | 2014 | Jul 07, 2015 |
|
CITY CAR SERVICES LLC SP $500,001 - $1,000,000 PARTNERSHIP INCOME
Disclosed Asset
|
Other | $500,001 - $1,000,000 | SP | 2014 | Jul 07, 2015 |
|
BOREL REAL ESTATE COMPANY SP $100,001 - $250,000 RENT $15,001 - $50,000
Disclosed Asset
|
Other | $100,001 - $250,000 | SP | 2014 | Jul 07, 2015 |
BF ENTERPRISES COMMON STOCK NEW
BFET
|
Other | $15,001 - $50,000 | SP | 2014 | Jul 07, 2015 |
|
BANK OF AMERICA - CHECKING ACCOUNT SP $1 - $1,000 NONE G F
Disclosed Asset
|
Other | $1 - $1,000 | SP | 2014 | Jul 07, 2015 |
|
BANK OF AMERICA - CHECKING ACCOUNT JT $1 - $1,000 NONE G F
Disclosed Asset
|
Other | $1 - $1,000 | JT | 2014 | Jul 07, 2015 |
|
BANK OF AMERICA - CHECKING ACCOUNT SP $1,001 - $15,000 NONE G F
Disclosed Asset
|
Other | $1,001 - $15,000 | SP | 2014 | Jul 07, 2015 |
|
AUBERGE DU SOLEIL SP $1,000,001 - $5,000,000 PARTNERSHIP INCOME
Disclosed Asset
|
Other | $1,000,001 - $5,000,000 | SP | 2014 | Jul 07, 2015 |
|
ATTENSITY GROUP INC. PREFERRED STOCK SP $1,001 - $15,000 NONE G F
Disclosed Asset
|
Other | $1,001 - $15,000 | SP | 2014 | Jul 07, 2015 |
| Other | $1,000,001 - $5,000,000 | SP | 2014 | Jul 07, 2015 | |
|
723 MULE EARS COURT - TOWNHOME JT $1,000,001 - $5,000,000 RENT $15,001 - $50,000
Disclosed Asset
|
Other | $1,000,001 - $5,000,000 | JT | 2014 | Jul 07, 2015 |
|
45 BELDEN PLACE - FOUR STORY COMMERCIAL BUILDING SP $1,000,001 - $5,000,000 RENT
Disclosed Asset
|
Other | $1,000,001 - $5,000,000 | SP | 2014 | Jul 07, 2015 |
|
25 POINT LOBOS - COMMERCIAL PROPERTY SP $5,000,001 - $25,000,000 RENT $100,001 -
Disclosed Asset
|
Other | $5,000,001 - $25,000,000 | SP | 2014 | Jul 07, 2015 |
|
1600 ATLAS PEAK ROAD - REAL ESTATE INVESTMENT JT $500,001 - $1,000,000 RENT $15,001 - $50,000
Disclosed Asset
|
Other | $500,001 - $1,000,000 | JT | 2014 | Jul 07, 2015 |
|
11 ZINFANDEL LANE - HOME & VINEYARD JT $5,000,001 - $25,000,000 GRAPE SALES $5,001 - $15,000
Disclosed Asset
|
Other | $5,000,001 - $25,000,000 | JT | 2014 | Jul 07, 2015 |
|
UNION BANK OF CALIFORNIA - PELOSI TRUST CHECKING ACCOUNT SP $1 - $1,000 NONE G
Disclosed Asset
|
Other | $1 - $1,000 | SP | 2014 | Jul 07, 2015 |
|
UNITED FOOTBALL LEAGUE SP $5,000,001 - $25,000,000 NONE G
Disclosed Asset
|
Other | $5,000,001 - $25,000,000 | SP | 2014 | Jul 07, 2015 |
|
UNITED FOOTBALL LEAGUE SACRAMENTO MOUNTAIN LIONS TEAM SP $5,000,001 - $25,000,000 PARTNERSHIP LOSS
Disclosed Asset
|
Other | $5,000,001 - $25,000,000 | SP | 2014 | Jul 07, 2015 |
| Other | $1,000,001 - $5,000,000 | SP | 2014 | Jul 07, 2015 | |
|
WALT DISNEY COMPANY SP $100,001 - $250,000 NONE G
Disclosed Asset
|
Other | $100,001 - $250,000 | SP | 2014 | Jul 07, 2015 |
|
WELLS FARGO BANK - CHECKING ACCOUNT JT $1,001 - $15,000 INTEREST $1 - $200 G
Disclosed Asset
|
Other | $1,001 - $15,000 | JT | 2014 | Jul 07, 2015 |
|
YERAC ASSOCIATES SP $100,001 - $250,000 PARTNERSHIP INCOME
Disclosed Asset
|
Other | $100,001 - $250,000 | SP | 2014 | Jul 07, 2015 |
|
GOLUB CAPITAL PARTNERS SP NONE PARTNERSHIP LOSS $1,001 - $2,500 G
Disclosed Asset
|
Other | - | SP | 2013 | Jul 07, 2015 |
|
GRANITE VENTURES LP SP $250,001 - $500,000 PARTNERSHIP LOSS $15,001 - $50,000
Disclosed Asset
|
Other | $250,001 - $500,000 | SP | 2013 | Jul 07, 2015 |
|
IBIQUITY DIGITAL CORPORATION PREFERRED STOCK SP $1 - $1,000 NONE G F
Disclosed Asset
|
Other | $1 - $1,000 | SP | 2013 | Jul 07, 2015 |
| Other | $100,001 - $250,000 | SP | 2013 | Jul 07, 2015 | |
|
INTERNET CAP GROUP COMMON STOCK SP $1 - $1,000 NONE G F
Disclosed Asset
|
Other | $1 - $1,000 | SP | 2013 | Jul 07, 2015 |
|
MARQUETRY ANTIQUES SP $50,001 - $100,000 NONE G
Disclosed Asset
|
Other | $50,001 - $100,000 | SP | 2013 | Jul 07, 2015 |
|
MATTHEWS INTERNATIONAL MUTUAL FUND SP $50,001 - $100,000 S
Disclosed Asset
|
Other | $50,001 - $100,000 | SP | 2013 | Jul 07, 2015 |
| Other | $250,001 - $500,000 | SP | 2013 | Jul 07, 2015 | |
|
YERAC ASSOCIATES SP $250,001 - $500,000 PARTNERSHIP LOSS $5,001 - $15,000
Disclosed Asset
|
Other | $250,001 - $500,000 | SP | 2013 | Jul 07, 2015 |
|
WELLS FARGO BANK - CHECKING ACCOUNT JT $1,001 - $15,000 INTEREST $1 - $200 G
Disclosed Asset
|
Other | $1,001 - $15,000 | JT | 2013 | Jul 07, 2015 |
| Other | $1,000,001 - $5,000,000 | SP | 2013 | Jul 07, 2015 | |
|
UNITED FOOTBALL LEAGUE SACRAMENTO MOUNTAIN LIONS TEAM SP $5,000,001 - $25,000,000 PARTNERSHIP LOSS
Disclosed Asset
|
Other | $5,000,001 - $25,000,000 | SP | 2013 | Jul 07, 2015 |
|
UNITED FOOTBALL LEAGUE SP $5,000,001 - $25,000,000 NONE G
Disclosed Asset
|
Other | $5,000,001 - $25,000,000 | SP | 2013 | Jul 07, 2015 |
|
UNION BANK OF CALIFORNIA - PELOSI TRUST CHECKING ACCOUNT SP $1 - $1,000 NONE G
Disclosed Asset
|
Other | $1 - $1,000 | SP | 2013 | Jul 07, 2015 |
|
UNION BANK OF CALIFORNIA - MONEY MARKET ACCOUNT SP $1,001 - $15,000 INTEREST $1 - $200 G
Disclosed Asset
|
Other | $1,001 - $15,000 | SP | 2013 | Jul 07, 2015 |
|
UNION BANK OF CALIFORNIA - CHECKING ACCOUNT SP $1 - $1,000 NONE G F
Disclosed Asset
|
Other | $1 - $1,000 | SP | 2013 | Jul 07, 2015 |
|
TRIPATH TECHNOLOGY INC. COMMON STOCK SP $1 - $1,000 NONE G F
Disclosed Asset
|
Other | $1 - $1,000 | SP | 2013 | Jul 07, 2015 |
|
THIRTEEN HUNDRED ONE SANSOME LLC SP $1,000,001 - $5,000,000 RENT $100,001 -
Disclosed Asset
|
Other | $1,000,001 - $5,000,000 | SP | 2013 | Jul 07, 2015 |
|
STONERIDGE LLC SP $15,001 - $50,000 PARTNERSHIP LOSS $1,001 - $2,500 G F
Disclosed Asset
|
Other | $15,001 - $50,000 | SP | 2013 | Jul 07, 2015 |
|
SPEAKEASY INVESTORS LP SP $1,001 - $15,000 NONE G F
Disclosed Asset
|
Other | $1,001 - $15,000 | SP | 2013 | Jul 07, 2015 |
|
SIERRA VISTA BASELINE INVESTORS LP SP $100,001 - $250,000 PARTNERSHIP INCOME
Disclosed Asset
|
Other | $100,001 - $250,000 | SP | 2013 | Jul 07, 2015 |
SHUTTERFLY, INC.
SFLY
|
Other | $15,001 - $50,000 | SP | 2013 | Jul 07, 2015 |
| Other | $500,001 - $1,000,000 | SP | 2013 | Jul 07, 2015 | |
|
RUSSELL RANCH LLC SP $5,000,001 - $25,000,000 PARTNERSHIP INCOME
Disclosed Asset
|
Other | $5,000,001 - $25,000,000 | SP | 2013 | Jul 07, 2015 |
| Other | $100,001 - $250,000 | SP | 2013 | Jul 07, 2015 | |
| Other | $15,001 - $50,000 | SP | 2013 | Jul 07, 2015 | |
Meridianlink Inc
MLNK
|
Other | $1 - $1,000 | SP | 2013 | Jul 07, 2015 |
| Other | $100,001 - $250,000 | SP | 2013 | Jul 07, 2015 | |
|
MOSHER PARTNERS LP SP $100,001 - $250,000 PARTNERSHIP INCOME
Disclosed Asset
|
Other | $100,001 - $250,000 | SP | 2013 | Jul 07, 2015 |
|
NAUTILUS LEASING SERVICES SP $50,001 - $100,000 NONE G
Disclosed Asset
|
Other | $50,001 - $100,000 | SP | 2013 | Jul 07, 2015 |
|
NINE FORTY FIVE BATTERY LLC SP $5,000,001 - $25,000,000 PARTNERSHIP LOSS $100,001 -
Disclosed Asset
|
Other | $5,000,001 - $25,000,000 | SP | 2013 | Jul 07, 2015 |
|
11 ZINFANDEL LANE - HOME & VINEYARD JT $5,000,001 - $25,000,000 GRAPE SALES $100,001 -
Disclosed Asset
|
Other | $5,000,001 - $25,000,000 | JT | 2013 | Jul 07, 2015 |
|
1600 ATLAS PEAK ROAD - REAL ESTATE INVESTMENT JT $500,001 - $1,000,000 RENT $15,001 - $50,000
Disclosed Asset
|
Other | $500,001 - $1,000,000 | JT | 2013 | Jul 07, 2015 |
|
25 POINT LOBOS - COMMERCIAL PROPERTY SP $5,000,001 - $25,000,000 RENT $100,001 -
Disclosed Asset
|
Other | $5,000,001 - $25,000,000 | SP | 2013 | Jul 07, 2015 |
|
45 BELDEN PLACE - FOUR STORY COMMERCIAL BUILDING SP $1,000,001 - $5,000,000 RENT $100,001 -
Disclosed Asset
|
Other | $1,000,001 - $5,000,000 | SP | 2013 | Jul 07, 2015 |
|
723 MULE EARS COURT - TOWNHOME JT $1,000,001 - $5,000,000 RENT $5,001 - $15,000
Disclosed Asset
|
Other | $1,000,001 - $5,000,000 | JT | 2013 | Jul 07, 2015 |
The Alumasc Group plc
ALU
|
Other | $1,001 - $15,000 | SP | 2013 | Jul 07, 2015 |
| Other | $1,001 - $15,000 | SP | 2013 | Jul 07, 2015 | |
| Other | $1,000,001 - $5,000,000 | SP | 2013 | Jul 07, 2015 | |
|
ATTENSITY GROUP INC. PREFERRED STOCK SP $1,001 - $15,000 NONE G F
Disclosed Asset
|
Other | $1,001 - $15,000 | SP | 2013 | Jul 07, 2015 |
|
AUBERGE DU SOLEIL SP $1,000,001 - $5,000,000 PARTNERSHIP INCOME
Disclosed Asset
|
Other | $1,000,001 - $5,000,000 | SP | 2013 | Jul 07, 2015 |
|
BANK OF AMERICA - CHECKING ACCOUNT SP $1,001 - $15,000 NONE G F
Disclosed Asset
|
Other | $1,001 - $15,000 | SP | 2013 | Jul 07, 2015 |
|
BANK OF AMERICA - CHECKING ACCOUNT JT $1 - $1,000 NONE G F
Disclosed Asset
|
Other | $1 - $1,000 | JT | 2013 | Jul 07, 2015 |
|
PIATTI RESTAURANT COMPANY SP $1,000,001 - $5,000,000 PARTNERSHIP INCOME
Disclosed Asset
|
Other | $1,000,001 - $5,000,000 | SP | 2013 | Jul 07, 2015 |
|
BANK OF AMERICA - CHECKING ACCOUNT SP $1 - $1,000 NONE G F
Disclosed Asset
|
Other | $1 - $1,000 | SP | 2013 | Jul 07, 2015 |
BF ENTERPRISES COMMON STOCK NEW
BFET
|
Other | $15,001 - $50,000 | SP | 2013 | Jul 07, 2015 |
|
BIDCLERK INC. PREFERRED STOCK SP $1,001 - $15,000 NONE G F
Disclosed Asset
|
Other | $1,001 - $15,000 | SP | 2013 | Jul 07, 2015 |
Avantax Inc.
BCOR
|
Other | $15,001 - $50,000 | SP | 2013 | Jul 07, 2015 |
|
BOREL REAL ESTATE COMPANY SP $100,001 - $250,000 RENT $15,001 - $50,000
Disclosed Asset
|
Other | $100,001 - $250,000 | SP | 2013 | Jul 07, 2015 |
BROADCOM CORPORATION - CLASS A
BRCM
|
Other | $1,001 - $15,000 | SP | 2013 | Jul 07, 2015 |
|
CITY CAR SERVICES LLC SP $500,001 - $1,000,000 PARTNERSHIP INCOME
Disclosed Asset
|
Other | $500,001 - $1,000,000 | SP | 2013 | Jul 07, 2015 |
| Other | $50,001 - $100,000 | SP | 2013 | Jul 07, 2015 | |
|
COLLAB.NET LLC SP $1,001 - $15,000 NONE G F
Disclosed Asset
|
Other | $1,001 - $15,000 | SP | 2013 | Jul 07, 2015 |
| Other | $500,001 - $1,000,000 | SP | 2013 | Jul 07, 2015 | |
Dow Inc
DOW
|
Other | $15,001 - $50,000 | SP | 2013 | Jul 07, 2015 |
|
EDI ASSOCIATES SP $250,001 - $500,000 PARTNERSHIP INCOME
Disclosed Asset
|
Other | $250,001 - $500,000 | SP | 2013 | Jul 07, 2015 |
AB Electrolux (publ)
ELX
|
Other | $1,001 - $15,000 | SP | 2013 | Jul 07, 2015 |
| Other | $15,001 - $50,000 | SP | 2013 | Jul 07, 2015 | |
ProShares Trust ProShares S&P 500 Dynamic Buffer ETF
FB
|
Other | $250,001 - $500,000 | SP | 2013 | Jul 07, 2015 |
|
FINANCIAL LEASING SERVICES SP $100,001 - $250,000 NONE G
Disclosed Asset
|
Other | $100,001 - $250,000 | SP | 2013 | Jul 07, 2015 |
|
FORTY-FIVE BELDEN CORPORATION SP $1,000,001 - $5,000,000 PARTNERSHIP LOSS $50,001 -
Disclosed Asset
|
Other | $1,000,001 - $5,000,000 | SP | 2013 | Jul 07, 2015 |
|
GLOBAL AMBASSADOR CONCIERGE LLC SP $15,001 - $50,000 PARTNERSHIP LOSS $1 - $200 G F
Disclosed Asset
|
Other | $15,001 - $50,000 | SP | 2013 | Jul 07, 2015 |
Showing 1 to 10 of 1132 disclosed holdings
51
TRADES
13
FILINGS
$109.81M
VOLUME
22
ISSUERS
Quarterly Trade Volume
Buy
Sell
MOST TRADED ISSUERS
NVIDIA Corporation (9)
Apple Inc (5)
Bloom Energy Corporation (4)
Alphabet Inc (4)
Other (29)
MOST TRADED SECTORS
Information Technology (23)
Communication Services (6)
Consumer Discretionary (6)
Industrials (5)
Other (10)
Recent STOCK Act Disclosed Trades
Registry of disclosed stock purchases, sales and option exercises filed under the STOCK Act (reported with a 30–45 day delay).
| Traded Date | Type | Asset / Issuer | Disclosed Size | Filing Date | Filing Lag |
|---|---|---|---|---|---|
| 08 Sep 2026 | BUY |
REOF XXX LLC (N/A)
Private Asset
|
500K - 1M | 02 Oct 2026 | 24 days |
| 24 Jul 2026 | BUY | 1M - 5M | 24 Aug 2026 | 28 days | |
| 24 Jul 2026 | BUY | 1M - 5M | 24 Aug 2026 | 28 days | |
| 28 Jul 2026 | BUY | 500K - 1M | 24 Aug 2026 | 24 days | |
| 28 Jul 2026 | BUY | 500K - 1M | 24 Aug 2026 | 24 days | |
| 24 Jul 2026 | BUY | 250K - 500K | 24 Aug 2026 | 28 days | |
| 24 Jul 2026 | BUY | 500K - 1M | 24 Aug 2026 | 28 days | |
| 27 Jul 2026 | BUY |
REOF XXV LLC (N/A)
Private Asset
|
500K - 1M | 24 Aug 2026 | 25 days |
| 29 May 2026 | BUY | 1M - 5M | 24 Jun 2026 | 25 days | |
| 29 May 2026 | BUY | 500K - 1M | 24 Jun 2026 | 25 days | |
| 16 Jan 2026 | BUY | AllianceBernstein Holding L.P
AB
|
1M - 5M | 26 Jan 2026 | 7 days |
| 16 Jan 2026 | BUY | 500K - 1M | 26 Jan 2026 | 7 days | |
| 30 Dec 2025 | BUY | 250K - 500K | 26 Jan 2026 | 24 days | |
| 30 Dec 2025 | SELL | 1M - 5M | 26 Jan 2026 | 24 days | |
| 30 Dec 2025 | BUY | 100K - 250K | 26 Jan 2026 | 24 days | |
| 24 Dec 2025 | SELL | 1M - 5M | 26 Jan 2026 | 30 days | |
| 16 Jan 2026 | BUY | 500K - 1M | 26 Jan 2026 | 7 days | |
| 24 Dec 2025 | SELL | 5M - 25M | 26 Jan 2026 | 30 days | |
| 30 Dec 2025 | BUY | 250K - 500K | 26 Jan 2026 | 24 days | |
| 30 Dec 2025 | SELL | 5M - 25M | 26 Jan 2026 | 24 days | |
| 30 Dec 2025 | BUY | 100K - 250K | 26 Jan 2026 | 24 days | |
| 24 Dec 2025 | SELL | 1M - 5M | 26 Jan 2026 | 30 days | |
| 16 Jan 2026 | BUY | 250K - 500K | 26 Jan 2026 | 7 days | |
| 30 Dec 2025 | SELL | 250K - 500K | 26 Jan 2026 | 24 days | |
| 16 Jan 2026 | BUY | Tempus AI, Inc. Class A Common Stock
TEM
|
50K - 100K | 26 Jan 2026 | 7 days |
| 2 Jan 2026 | EXCHANGE | Versant Media Group, Inc. Class A Common Stock When-Issued
VSNT
|
< 1K | 26 Jan 2026 | 21 days |
| 16 Jan 2026 | BUY | 100K - 250K | 26 Jan 2026 | 7 days | |
| 30 Dec 2025 | SELL | 1M - 5M | 26 Jan 2026 | 24 days | |
| 22 Oct 2025 | SELL | 100K - 250K | 27 Oct 2025 | 2 days | |
| 20 Jun 2025 | BUY | 1M - 5M | 10 Jul 2025 | 19 days | |
| 20 Jun 2025 | SELL | Matthews International Corporation
MATW
|
15K - 50K | 10 Jul 2025 | 19 days |
| 14 Jan 2025 | BUY | 250K - 500K | 20 Jan 2025 | 3 days | |
| 14 Jan 2025 | BUY | 250K - 500K | 20 Jan 2025 | 3 days | |
| 31 Dec 2024 | SELL | 5M - 25M | 20 Jan 2025 | 17 days | |
| 31 Dec 2024 | SELL | 1M - 5M | 20 Jan 2025 | 17 days | |
| 20 Dec 2024 | BUY | 500K - 1M | 20 Jan 2025 | 28 days | |
| 14 Jan 2025 | BUY | 250K - 500K | 20 Jan 2025 | 3 days | |
| 20 Dec 2024 | BUY | 1M - 5M | 20 Jan 2025 | 28 days | |
| 14 Jan 2025 | BUY | Tempus AI, Inc. Class A Common Stock
TEM
|
50K - 100K | 20 Jan 2025 | 3 days |
| 14 Jan 2025 | BUY | 500K - 1M | 20 Jan 2025 | 3 days | |
| 13 Aug 2024 | BUY |
REOF XXVI LLC (N/A)
Private Asset
|
250K - 500K | 12 Sept 2024 | 29 days |
| 26 Jul 2024 | SELL | 1M - 5M | 31 Jul 2024 | 4 days | |
| 26 Jul 2024 | BUY | 1M - 5M | 31 Jul 2024 | 4 days | |
| 24 Jun 2024 | BUY | 1M - 5M | 3 Jul 2024 | 8 days | |
| 26 Jun 2024 | BUY | 1M - 5M | 3 Jul 2024 | 6 days | |
| 24 Jun 2024 | SELL | 250K - 500K | 3 Jul 2024 | 8 days | |
| 1 Jul 2024 | SELL | 500K - 1M | 3 Jul 2024 | 1 days | |
| 4 Mar 2024 | BUY |
FORGE INVESTMENTS LLC (N/A)
Private Asset
|
1M - 5M | 22 Mar 2024 | 17 days |
| 12 Feb 2024 | BUY | 500K - 1M | 26 Feb 2024 | 11 days | |
| 21 Feb 2024 | BUY | 100K - 250K | 26 Feb 2024 | 2 days | |
| 22 Nov 2023 | BUY | 1M - 5M | 22 Dec 2023 | 29 days |
Showing 1 to 20 of 50 disclosed trades
Frequently Asked Questions: Nancy Pelosi Stock Trades
What is Nancy Pelosi's estimated Net Worth?
Nancy Pelosi's net worth is estimated at $266.32M based on official Congressional Financial Disclosures. Her disclosed wealth is held jointly with her husband, Paul Pelosi, in commercial real estate, venture investments, and equity holdings like NVIDIA, Apple, and Microsoft.
How are Nancy Pelosi's financial disclosures tracked?
All financial records and asset transactions for Nancy Pelosi are compiled directly from public Periodic Transaction Reports (PTR) and annual disclosures required by the STOCK Act of 2012.
Is it legal for Nancy Pelosi to trade stocks?
Yes, under current US law, members of Congress are permitted to hold and trade securities. However, they are legally subject to the STOCK Act, requiring prompt disclosure of transactions over $1,000, and are strictly prohibited from trading on material non-public information.
Track Other Congressional Portfolios
Dan Crenshaw
Representative (TX-02)
Est. Net Worth: $1.34M
Marjorie Taylor Greene
Former Representative (GA-14)
Est. Net Worth: $26.14M
Kamala Harris
Former Vice President & Senator (CA)
Est. Net Worth: $5.84M
Pat Fallon
Representative (TX-04)
Est. Net Worth: $14.17M
Mitch McConnell
Senator (KY)
Est. Net Worth: $70.69M
Ted Cruz
Senator (TX)
Est. Net Worth: $11.42M
