Searches for a “Nancy Pelosi stock tracker” suggest a live brokerage account. The public record is much narrower: delayed House financial-disclosure forms that report certain transactions in broad dollar ranges.
We reviewed three official Periodic Transaction Reports filed under Nancy Pelosi’s name in 2026. Together they contain 27 transaction rows—and every row is marked SP, the form’s code for spouse-owned activity. The reports identify assets, dates, transaction types and value brackets. They do not provide exact purchase prices, current position sizes, returns or a continuously updated portfolio.
That distinction is the whole story. A useful tracker can preserve what the filings actually say without turning ranges into invented precision or a spouse’s reported transaction into “Nancy Pelosi bought this stock.”
The 2026 filings at a glance
Source: CalculatorAI · calculatorai.app · House Clerk PTRs 20033725, 20034836 and 20035143
The latest of those reports was signed on August 21. It disclosed seven purchases dated July 24, 27 and 28: four Bloom Energy rows, two Intel rows and one additional investment in a private real-estate LLC.
| Trade date | Reported asset | Instrument / description | Reported range |
|---|---|---|---|
| Jul 24 | Bloom Energy (BE) | 10,000 shares | $1M–$5M |
| Jul 24 | Bloom Energy (BE) | 100 calls · $100 strike · Jun 2027 | $1M–$5M |
| Jul 28 | Bloom Energy (BE) | 5,000 shares | $500K–$1M |
| Jul 28 | Bloom Energy (BE) | 100 calls · $100 strike · Jun 2027 | $500K–$1M |
| Jul 24 | Intel (INTC) | 50 calls · $50 strike · Jun 2027 | $250K–$500K |
| Jul 24 | Intel (INTC) | 10,000 shares | $500K–$1M |
| Jul 27 | REOF XXV, LLC | Additional private-property investment | $500K–$1M |
| Filing total | 7 disclosed rows | Sum of bracket endpoints—not an exact amount | $4.25M–$14.5M |
Source: CalculatorAI · calculatorai.app · House Clerk Periodic Transaction Report 20035143, filed August 21, 2026
Adding the lower endpoints produces $4,250,007; adding the upper endpoints produces $14.5 million. We display the rounded interval $4.25 million to $14.5 million because seven extra dollars created by statutory bracket boundaries are not economically meaningful.
That interval is not a midpoint estimate. It is not the portfolio’s value. It is not evidence that $9.4 million—the midpoint—changed hands. The only defensible conclusion is that the sum of the seven reported categories lies somewhere inside the combined range.
Why “Nancy Pelosi bought” is usually the wrong headline
On each of the three 2026 reports reviewed, the owner column says SP. The House form uses that label for a spouse. The filings were submitted and certified under Nancy Pelosi’s name because disclosure obligations cover qualifying activity by the filer, spouse and dependent children.
That supports careful wording such as:
- “A Pelosi disclosure reports a spouse-owned purchase.”
- “The filing lists Bloom Energy shares and call options.”
- “The transaction falls in the $1 million–$5 million bracket.”
It does not support saying Nancy Pelosi personally placed the trade, selected the security, knew the exact execution price or currently holds the same exposure.
The ownership label is not a footnote. It is a first-class data field. Any tracker that drops it changes the meaning of the record before analysis even begins.
A transaction feed is not a portfolio
Periodic Transaction Reports are flows: reportable purchases, sales and exchanges. A portfolio is a stock: what is owned at a particular moment, in what quantity, at what cost and with what current value.
You cannot reliably turn one into the other without a complete starting inventory and every subsequent transaction. Even then, public reports introduce several gaps:
- Amounts appear in ranges rather than exact dollars.
- Many rows omit an exact execution price.
- Options and common shares are different instruments.
- A partial sale does not reveal how many shares remain unless the description supplies quantities and the earlier position is known.
- Gifts or contributions can use a sale-type code without representing cash proceeds.
- Widely held funds can receive different treatment under disclosure rules.
- The newest public filing can already be weeks behind the real account.
The annual Financial Disclosure Report helps, but it is still not a brokerage statement. Nancy Pelosi’s annual report for calendar 2024 lists assets in value bands and includes ownership codes. It offers a broader snapshot than a PTR, yet it still does not provide the exact real-time holdings required to calculate a precise portfolio return.
This is a useful contrast with Berkshire Hathaway’s latest 13F. A 13F reports quarter-end share counts and market values for covered securities, although it also has important blind spots. A House PTR reports transaction events and ranges. Calling both “portfolio trackers” hides two different source models.
Options make copied trackers especially misleading
The June report disclosed purchases of 200 Intel call options and 200 Uber call options, both expiring in March 2027. The August report added Bloom Energy and Intel calls expiring in June 2027. The January report mixed option purchases, option exercises, common-stock sales and common-stock purchases created by exercises.
A call option is not equivalent to buying 100 shares at today’s price. Its value depends on the premium paid, strike, expiration, underlying price, volatility and time remaining. The filing descriptions provide strike and expiration for these rows, while the transaction amount remains a range. They do not provide enough information to recreate the option’s profit-and-loss path from the form alone.
There is another duplication trap. Exercising calls creates a stock purchase, but the original option purchase may have appeared in an earlier report. A tracker that simply adds every option row and every resulting share row as independent current holdings can count the same economic sequence twice.
For a disclosure monitor, keep separate event types:
- option purchased;
- option exercised;
- shares acquired through exercise;
- shares sold or contributed;
- option expired or closed, when disclosed.
Only convert those events into a position when the source information is sufficient. “Unknown” is a valid result; a fabricated quantity is not.
The disclosure delay changes the trade
House rules require qualifying securities transactions over $1,000 to be disclosed by the earlier of 30 days after the filer learns of the transaction or 45 days after the transaction. That deadline is a compliance window, not a real-time market feed.
The August report was filed 24 to 28 calendar days after the listed July transactions. The June report was filed 25 days after its two May 29 transactions. By the time a follower sees a filing, the security price, option premium and market narrative may all be different.
This creates an unavoidable timing asymmetry:
- the original account acted first;
- the public learned later;
- a copycat trades at a different price;
- the next disclosure can reveal a change only after another delay.
Even a perfectly parsed tracker cannot remove that lag. It should display both the transaction date and filing date prominently, then calculate the delay. A feed sorted only by publication time makes an old trade look new.
What an honest Pelosi stock tracker should store
The safest data model preserves source facts separately from interpretation.
| Field | What to store | Why it matters |
|---|---|---|
| Source | Filing ID and official PDF URL | Every claim remains auditable |
| Ownership | Self, spouse, joint or dependent child | Prevents false personal attribution |
| Dates | Transaction, notification and filing dates | Exposes the disclosure lag |
| Instrument | Stock, option, partnership or other asset | Stops unlike exposures being merged |
| Action | Purchase, sale, partial sale, exchange or exercise | Separates events from current holdings |
| Range | Lower and upper statutory bounds | Avoids invented exact values |
| Terms | Shares, contracts, strike and expiration when stated | Preserves the filing’s useful detail |
| Confidence | Reported, derived or unknown | Makes assumptions visible |
Source: CalculatorAI · calculatorai.app · CalculatorAI workflow based on the House PTR form and Ethics Committee guidance
Do not overwrite a range with its midpoint. Store amount_min and amount_max; leave exact_amount empty. Do not replace SP with a politician’s name. Store the filer and beneficial owner as separate concepts.
This same discipline improves your own investment portfolio tracking. Your brokerage records contain exact units, actual prices and cost basis; a public disclosure does not. Mixing the two datasets creates a dashboard that looks precise while answering neither question correctly.
How to use the disclosure without blindly copying it
The filings can still be useful research inputs.
Build a watchlist, not a pretend holding list. Add disclosed tickers to a watchlist with the source filing and transaction date in your note. A watchlist says “research this.” A holding says “I own this.” Keep those states separate.
Group related rows before interpreting them. Four Bloom Energy purchases in the August filing represent two dates and two instrument types. “Four buys” sounds more dramatic than the underlying structure.
Measure what the idea would do to your portfolio. Before buying anything, use the Asset Allocation Calculator to see how the proposed position changes your largest-company and sector weights. Our guide to portfolio diversification explains why a famous ticker can still be a poor fit when it duplicates risk you already carry.
Track your own execution from zero. If you independently decide to buy, enter your actual shares, price and fees in the Portfolio Tracker. Do not use the filing’s lower bound as your cost basis or copy its transaction date into your tax records.
Write an independent thesis. State what must happen for the investment to work, what would prove the thesis wrong and how large the loss could become. “It appeared in a Pelosi filing” is a discovery path, not an exit rule.
Frequently asked questions
What stocks did Nancy Pelosi buy in 2026?
The three 2026 House reports we reviewed list activity in securities including AllianceBernstein, Alphabet, Amazon, Apple, Nvidia, Tempus AI, Vistra, Intel, Uber and Bloom Energy. Every transaction row is marked SP, meaning spouse-owned activity. Some rows are option purchases or exercises rather than ordinary stock buys, and several December 2025 transactions were filed in January 2026.
What is the latest Nancy Pelosi stock disclosure?
As checked September 13, 2026, the latest report reviewed was House Clerk filing 20035143, signed August 21. It disclosed seven July transactions involving Bloom Energy, Intel and REOF XXV, LLC.
Are congressional stock trades reported in real time?
No. The House Ethics Committee states that covered transactions must be reported by the earlier of 30 days after notification or 45 days after the transaction. The latest Pelosi filing reviewed appeared 24–28 days after its listed transaction dates.
Do House disclosures show exact trade amounts?
Usually not. PTRs use value categories such as $250,001–$500,000 or $1,000,001–$5,000,000. Treating the midpoint as the exact purchase amount invents information the filing does not contain.
Can I copy Nancy Pelosi’s portfolio?
The public forms do not provide a live, exact portfolio. They report certain transactions after a delay, often in ranges, and the 2026 rows reviewed are marked spouse-owned. You can use the filings to generate research ideas, but copying them produces different prices, uncertain sizing and no disclosed investment thesis.
Sources and calculation method
The transaction rows come directly from the House Clerk’s official Periodic Transaction Reports filed January 23, 2026, June 23, 2026 and August 21, 2026. The broader holdings example comes from Nancy Pelosi’s official 2024 annual Financial Disclosure Report, filed May 15, 2025.
Reporting deadlines, covered owners and amount bands were checked against the House Committee on Ethics financial-disclosure guidance and its PTR deadline calculator. CalculatorAI transcribed the counts, ownership labels, bracket endpoints and dates, then reproduced the totals and filing lags in a local checked script.
The $4.25 million–$14.5 million interval is the sum of the seven lower and upper bracket endpoints in the August filing. It is deliberately not converted into a midpoint or return estimate. Sources and calculations were checked September 13, 2026.
Educational information for a U.S. audience, not personalized investment, tax or legal advice. A financial disclosure is not evidence of wrongdoing, insider trading, intent, profit or loss. CalculatorAI is not affiliated with or endorsed by Nancy Pelosi, Paul Pelosi, the U.S. House of Representatives or any company named above.