Home Congress Tracker Nancy Pelosi

$266.32M

Net Worth Est.

$109.81M

Trade Volume

Recent Trades

Sep 08, 2026

Last Traded

Current Member Yes

Years Active 1987 - Present

Age 86

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Nancy Pelosi Net Worth & Stock Portfolio 2026

Q: What is Nancy Pelosi's estimated Net Worth in 2026?

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.

Q: 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.

Q: 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.

Democrat (CA-11) House Representative Active Trader Trades: 51 Issuers: 22 Last Disclosed: Sep 08, 2026

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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. Over 50,000+ investors follow congressional portfolios and disclosures on Snowball Analytics.

Current financial holdings and assets from Nancy Pelosi's portfolio, tracked and verified through official congressional STOCK Act disclosures by Snowball Analytics.

Disclosed assets include detailed allocations across Stock, Real Estate, and Private Assets.

Estimated Net Worth

$266.32M

Disclosed Portfolio

Stock Portfolio Value

$135.1M

Est. Disclosed Stocks

Net Worth Growth

+105.7%

vs +249.0% S&P 500

Trade Volume

$109.81M

22 Distinct Issuers

Disclosed Trades

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: +105.7% 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

$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
Broadcom Inc AVGO	Stock	$5,000,001 - $25,000,000	SP	2025	May 15, 2026
Broadcom Inc AVGO	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
Clean Energy Fuels Corp CLNE	Stock	$1,001 - $15,000	SP	2025	May 15, 2026
Comcast Corporation CMCSA	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
CrowdStrike Holdings, Inc CRWD	Stock	$1,000,001 - $5,000,000	SP	2025	May 15, 2026
Dropbox, Inc DBX	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
Interactive Brokers Group, Inc IBKR	Stock	$500,001 - $1,000,000	SP	2025	May 15, 2026
MATTHEWS INTERNATIONAL MUTUAL FUND Disclosed Asset	Mutual Funds	-	SP	2025	May 15, 2026
Microsoft Corporation MSFT	Stock	$5,000,001 - $25,000,000	SP	2025	May 15, 2026
Morningstar, Inc MORN	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
Netflix, Inc NFLX	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
NVIDIA Corporation NVDA	Stock	$5,000,001 - $25,000,000	SP	2025	May 15, 2026
NVIDIA Corporation NVDA	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
PayPal Holdings, Inc PYPL	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
QUALCOMM Incorporated QCOM	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
Roblox Corp RBLX	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
salesforce.com, inc CRM	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
Amazon.com, Inc AMZN	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
Visa Inc V	Stock	$5,000,001 - $25,000,000	SP	2025	May 15, 2026
Vistra Corp VST	Options	$500,001 - $1,000,000	SP	2025	May 15, 2026
The Walt Disney Company DIS	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
American Express Company AXP	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
Alphabet Inc GOOGL	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
Amazon.com, Inc AMZN	Stock	$5,000,001 - $25,000,000	SP	2025	May 15, 2026
Apple Inc AAPL	Stock	$5,000,001 - $25,000,000	SP	2025	May 15, 2026
Apple Inc AAPL	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
AT&T Inc T	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
Alphabet Inc GOOGL	Stock	$5,000,001 - $25,000,000	SP	2024	May 15, 2025
Amazon.com, Inc AMZN	Stock	$5,000,001 - $25,000,000	SP	2024	May 15, 2025
American Express Company AXP	Stock	$1,000,001 - $5,000,000	SP	2024	May 15, 2025
Apple Inc AAPL	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
AT&T Inc T	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
Broadcom Inc AVGO	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
Clean Energy Fuels Corp CLNE	Stock	$1,001 - $15,000	SP	2024	May 15, 2025
Comcast Corporation CMCSA	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
CrowdStrike Holdings, Inc CRWD	Stock	$1,000,001 - $5,000,000	SP	2024	May 15, 2025
Dropbox, Inc DBX	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
Interactive Brokers Group, Inc IBKR	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
Microsoft Corporation MSFT	Stock	$5,000,001 - $25,000,000	SP	2024	May 15, 2025
Morningstar, Inc MORN	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
Netflix, Inc NFLX	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
NVIDIA Corporation NVDA	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
PayPal Holdings, Inc PYPL	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
QUALCOMM Incorporated QCOM	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
Roblox Corp RBLX	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
salesforce.com, inc CRM	Stock	$5,000,001 - $25,000,000	SP	2024	May 15, 2025
Tesla, Inc TSLA	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
Visa Inc V	Stock	$1,000,001 - $5,000,000	SP	2024	May 15, 2025
The Walt Disney Company DIS	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
QUALCOMM Incorporated QCOM	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
Alphabet Inc GOOGL	Stock	$5,000,001 - $25,000,000	SP	2023	May 15, 2024
Amazon.com, Inc AMZN	Stock	$5,000,001 - $25,000,000	SP	2023	May 15, 2024
American Express Company AXP	Stock	$500,001 - $1,000,000	SP	2023	May 15, 2024
Apple Inc AAPL	Stock	$25,000,001 - $50,000,000	SP	2023	May 15, 2024
Apple Inc AAPL	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
AT&T Inc T	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
Clean Energy Fuels Corp CLNE	Stock	$15,001 - $50,000	SP	2023	May 15, 2024
Comcast Corporation CMCSA	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
CrowdStrike Holdings, Inc CRWD	Stock	$1,000,001 - $5,000,000	SP	2023	May 15, 2024
Dropbox, Inc DBX	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
Interactive Brokers Group, Inc IBKR	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
Microsoft Corporation MSFT	Stock	$5,000,001 - $25,000,000	SP	2023	May 15, 2024
Microsoft Corporation MSFT	Options	-	SP	2023	May 15, 2024
Morningstar, Inc MORN	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
Netflix, Inc NFLX	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
PayPal Holdings, Inc PYPL	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
Roblox Corp RBLX	Stock	$100,001 - $250,000	SP	2023	May 15, 2024
Roblox Corp RBLX	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
salesforce.com, inc CRM	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
Tesla, Inc TSLA	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
Visa Inc V	Stock	$1,000,001 - $5,000,000	SP	2023	May 15, 2024
The Walt Disney Company DIS	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
The Walt Disney Company DIS	Options	-	SP	2022	May 15, 2023
The Walt Disney Company DIS	Stock	$500,001 - $1,000,000	SP	2022	May 15, 2023
Visa Inc V	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
Tesla, Inc TSLA	Options	-	SP	2022	May 15, 2023
Tesla, Inc TSLA	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
salesforce.com, inc CRM	Stock	$1,000,001 - $5,000,000	SP	2022	May 15, 2023
salesforce.com, inc CRM	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
Roblox Corp RBLX	Options	$1 - $1,000	SP	2022	May 15, 2023
Roblox Corp RBLX	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
QUALCOMM Incorporated QCOM	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
PayPal Holdings, Inc PYPL	Options	-	SP	2022	May 15, 2023
PayPal Holdings, Inc PYPL	Stock	$250,001 - $500,000	SP	2022	May 15, 2023
NVIDIA Corporation NVDA	Options	-	SP	2022	May 15, 2023
NVIDIA Corporation NVDA	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
Netflix, Inc NFLX	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
Morningstar, Inc MORN	Stock	$100,001 - $250,000	SP	2022	May 15, 2023
Microsoft Corporation MSFT	Options	$250,001 - $500,000	SP	2022	May 15, 2023
Microsoft Corporation MSFT	Stock	$5,000,001 - $25,000,000	SP	2022	May 15, 2023
Micron Technology, Inc MU	Options	-	SP	2022	May 15, 2023
MATTHEWS INTERNATIONAL MUTUAL FUND Disclosed Asset	Mutual Funds	$15,001 - $50,000	SP	2022	May 15, 2023
Interactive Brokers Group, Inc IBKR	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
Dropbox, Inc DBX	Stock	$100,001 - $250,000	SP	2022	May 15, 2023
CrowdStrike Holdings, Inc CRWD	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
Comcast Corporation CMCSA	Stock	$500,001 - $1,000,000	SP	2022	May 15, 2023
Clean Energy Fuels Corp CLNE	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
AT&T Inc T	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
Apple Inc AAPL	Options	$500,001 - $1,000,000	SP	2022	May 15, 2023
Apple Inc AAPL	Options	-	SP	2022	May 15, 2023
Apple Inc AAPL	Stock	$5,000,001 - $25,000,000	SP	2022	May 15, 2023
American Express Company AXP	Options	-	SP	2022	May 15, 2023
American Express Company AXP	Stock	$500,001 - $1,000,000	SP	2022	May 15, 2023
Amazon.com, Inc AMZN	Options	-	SP	2022	May 15, 2023
Amazon.com, Inc AMZN	Stock	$5,000,001 - $25,000,000	SP	2022	May 15, 2023
Alphabet Inc GOOGL	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
The Walt Disney Company DIS	Options	$500,001 - $1,000,000	SP	2021	May 16, 2022
The Walt Disney Company DIS	Stock	$1,000,001 - $5,000,000	SP	2021	May 16, 2022
Visa Inc V	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
Tesla, Inc TSLA	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
salesforce.com, inc CRM	Stock	$5,000,001 - $25,000,000	SP	2021	May 16, 2022
salesforce.com, inc CRM	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
Roblox Corp RBLX	Options	$250,001 - $500,000	SP	2021	May 16, 2022
Roblox Corp RBLX	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
QUALCOMM Incorporated QCOM	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
PayPal Holdings, Inc PYPL	Options	$250,001 - $500,000	SP	2021	May 16, 2022
PayPal Holdings, Inc PYPL	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
NVIDIA Corporation NVDA	Options	$1,000,001 - $5,000,000	SP	2021	May 16, 2022
NVIDIA Corporation NVDA	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
Netflix, Inc NFLX	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
Morningstar, Inc MORN	Stock	$250,001 - $500,000	SP	2021	May 16, 2022
Microsoft Corporation MSFT	Options	-	SP	2021	May 16, 2022
Microsoft Corporation MSFT	Stock	$5,000,001 - $25,000,000	SP	2021	May 16, 2022
Micron Technology, Inc MU	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
Interactive Brokers Group, Inc IBKR	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
Dropbox, Inc DBX	Stock	$100,001 - $250,000	SP	2021	May 16, 2022
CrowdStrike Holdings, Inc CRWD	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
AT&T Inc T	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
Apple Inc AAPL	Options	$1,000,001 - $5,000,000	SP	2021	May 16, 2022
Apple Inc AAPL	Stock	$5,000,001 - $25,000,000	SP	2021	May 16, 2022
American Express Company AXP	Options	$250,001 - $500,000	SP	2021	May 16, 2022
Amazon.com, Inc AMZN	Options	$500,001 - $1,000,000	SP	2021	May 16, 2022
Amazon.com, Inc AMZN	Stock	$5,000,001 - $25,000,000	SP	2021	May 16, 2022
Alphabet Inc GOOGL	Options	-	SP	2021	May 16, 2022
Alphabet Inc GOOGL	Options	$500,001 - $1,000,000	SP	2021	May 16, 2022
Alphabet Inc GOOGL	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
Comcast Corporation CMCSA	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
Clean Energy Fuels Corp CLNE	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
Alphabet Inc GOOGL	Options	$1,000,001 - $5,000,000	SP	2020	Aug 13, 2021
Amazon.com, Inc AMZN	Stock	-	SP	2020	Aug 13, 2021
Amazon.com, Inc AMZN	Options	-	SP	2020	Aug 13, 2021
American Express Company AXP	Options	$100,001 - $250,000	SP	2020	Aug 13, 2021
Apple Inc AAPL	Stock	$5,000,001 - $25,000,000	SP	2020	Aug 13, 2021
Apple Inc AAPL	Options	$250,001 - $500,000	SP	2020	Aug 13, 2021
Apple Inc AAPL	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
AT&T Inc T	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
Clean Energy Fuels Corp CLNE	Stock	$15,001 - $50,000	SP	2020	Aug 13, 2021
Comcast Corporation CMCSA	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
Dropbox, Inc DBX	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
Interactive Brokers Group, Inc IBKR	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
Microsoft Corporation MSFT	Options	$1,000,001 - $5,000,000	SP	2020	Aug 13, 2021
Morningstar, Inc MORN	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
Netflix, Inc NFLX	Stock	$1,000,001 - $5,000,000	SP	2020	Aug 13, 2021
Netflix, Inc NFLX	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
PayPal Holdings, Inc PYPL	Stock	$1,000,001 - $5,000,000	SP	2020	Aug 13, 2021
PayPal Holdings, Inc PYPL	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
QUALCOMM Incorporated QCOM	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
salesforce.com, inc CRM	Stock	$1,000,001 - $5,000,000	SP	2020	Aug 13, 2021
salesforce.com, inc CRM	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
Tesla, Inc TSLA	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
Visa Inc V	Stock	$5,000,001 - $25,000,000	SP	2020	Aug 13, 2021
The Walt Disney Company DIS	Stock	$1,000,001 - $5,000,000	SP	2020	Aug 13, 2021
The Walt Disney Company DIS	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
Amazon.com, Inc AMZN	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
Apple Inc AAPL	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
AT&T Inc T	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
Clean Energy Fuels Corp CLNE	Stock	$1,001 - $15,000	SP	2019	Aug 13, 2020
Comcast Corporation CMCSA	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
Dropbox, Inc DBX	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
Interactive Brokers Group, Inc IBKR	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
Morningstar, Inc MORN	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
salesforce.com, inc CRM	Options	$250,001 - $500,000	SP	2019	Aug 13, 2020
salesforce.com, inc CRM	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
QUALCOMM Incorporated QCOM	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
Netflix, Inc NFLX	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
The Walt Disney Company DIS	Stock	$1,000,001 - $5,000,000	SP	2019	Aug 13, 2020
Visa Inc V	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
AT&T Inc T	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
Clean Energy Fuels Corp CLNE	Stock	$1,001 - $15,000	SP	2018	May 15, 2019
Comcast Corporation CMCSA	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
Dropbox, Inc DBX	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
Interactive Brokers Group, Inc IBKR	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
Morningstar, Inc MORN	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
QUALCOMM Incorporated QCOM	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
salesforce.com, inc CRM	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
Visa Inc V	Stock	$5,000,001 - $25,000,000	SP	2018	May 15, 2019
The Walt Disney Company DIS	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
Apple Inc AAPL	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
Amazon.com, Inc AMZN	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
Apple Inc AAPL	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
Clean Energy Fuels Corp CLNE	Stock	$1,001 - $15,000	SP	2017	May 14, 2018
Comcast Corporation CMCSA	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
Interactive Brokers Group, Inc IBKR	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
Morningstar, Inc MORN	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
QUALCOMM Incorporated QCOM	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
salesforce.com, inc CRM	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
Visa Inc V	Stock	$5,000,001 - $25,000,000	SP	2017	May 14, 2018
The Walt Disney Company DIS	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
Visa Inc V	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
The Walt Disney Company DIS	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
Apple Inc AAPL	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
Clean Energy Fuels Corp CLNE	Other	$1,001 - $15,000	SP	2016	May 15, 2017
Comcast Corporation CMCSA	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
Hertz Global Holdings, Inc Common Stock HTZ	Other	-	SP	2016	May 15, 2017
Interactive Brokers Group, Inc IBKR	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
QUALCOMM Incorporated QCOM	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
salesforce.com, inc CRM	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
Visa Inc V	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
Apple Inc AAPL	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
Clean Energy Fuels Corp CLNE	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
Comcast Corporation CMCSA	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
Hertz Global Holdings, Inc Common Stock HTZ	Other	$15,001 - $50,000	SP	2015	Jun 03, 2016
Interactive Brokers Group, Inc IBKR	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
McGrath RentCorp MGRC	Other	$100,001 - $250,000	SP	2015	Jun 03, 2016
Morningstar, Inc MORN	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
QUALCOMM Incorporated QCOM	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
salesforce.com, inc CRM	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
Apple Inc AAPL	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
Clean Energy Fuels Corp CLNE	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
Comcast Corporation CMCSA	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
Hertz Global Holdings, Inc Common Stock HTZ	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
Interactive Brokers Group, Inc IBKR	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
McGrath RentCorp MGRC	Other	$250,001 - $500,000	SP	2014	Jul 07, 2015
Morningstar, Inc MORN	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
QUALCOMM Incorporated QCOM	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
salesforce.com, inc CRM	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
Visa Inc V	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
salesforce.com, inc CRM	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
QUALCOMM Incorporated QCOM	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
Morningstar, Inc MORN	Other	$100,001 - $250,000	SP	2014	Jul 07, 2015
McGrath RentCorp MGRC	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
Interactive Brokers Group, Inc IBKR	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
Hertz Global Holdings, Inc Common Stock HTZ	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
Comcast Corporation CMCSA	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
Clean Energy Fuels Corp CLNE	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
Apple Inc AAPL	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
Visa Inc V	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
Interactive Brokers Group, Inc IBKR	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
McGrath RentCorp MGRC	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
Visa Inc V	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
salesforce.com, inc CRM	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
Robert Half International Inc RHI	Other	$100,001 - $250,000	SP	2013	Jul 07, 2015
QUALCOMM Incorporated QCOM	Other	$15,001 - $50,000	SP	2013	Jul 07, 2015
Meridianlink Inc MLNK	Other	$1 - $1,000	SP	2013	Jul 07, 2015
Morningstar, Inc MORN	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
Alcoa Corporation AA	Other	$1,001 - $15,000	SP	2013	Jul 07, 2015
Apple Inc AAPL	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
Clean Energy Fuels Corp CLNE	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
Comcast Corporation CMCSA	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
ERShares Entrepreneurs ETF ENTR	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

TRADES

FILINGS

$109.81M

VOLUME

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

Live registry of stock purchases, sales, and option exercises filed under the Congressional STOCK Act.

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	Bloom Energy Corporation BE	1M - 5M	24 Aug 2026	28 days
24 Jul 2026	BUY	Bloom Energy Corporation BE	1M - 5M	24 Aug 2026	28 days
28 Jul 2026	BUY	Bloom Energy Corporation BE	500K - 1M	24 Aug 2026	24 days
28 Jul 2026	BUY	Bloom Energy Corporation BE	500K - 1M	24 Aug 2026	24 days
24 Jul 2026	BUY	Intel Corporation INTC	250K - 500K	24 Aug 2026	28 days
24 Jul 2026	BUY	Intel Corporation INTC	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	Intel Corporation INTC	1M - 5M	24 Jun 2026	25 days
29 May 2026	BUY	Uber Technologies, Inc UBER	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	Alphabet Inc GOOGL	500K - 1M	26 Jan 2026	7 days
30 Dec 2025	BUY	Alphabet Inc GOOGL	250K - 500K	26 Jan 2026	24 days
30 Dec 2025	SELL	Alphabet Inc GOOGL	1M - 5M	26 Jan 2026	24 days
30 Dec 2025	BUY	Amazon.com, Inc AMZN	100K - 250K	26 Jan 2026	24 days
24 Dec 2025	SELL	Amazon.com, Inc AMZN	1M - 5M	26 Jan 2026	30 days
16 Jan 2026	BUY	Amazon.com, Inc AMZN	500K - 1M	26 Jan 2026	7 days
24 Dec 2025	SELL	Apple Inc AAPL	5M - 25M	26 Jan 2026	30 days
30 Dec 2025	BUY	Apple Inc AAPL	250K - 500K	26 Jan 2026	24 days
30 Dec 2025	SELL	Apple Inc AAPL	5M - 25M	26 Jan 2026	24 days
30 Dec 2025	BUY	NVIDIA Corporation NVDA	100K - 250K	26 Jan 2026	24 days
24 Dec 2025	SELL	NVIDIA Corporation NVDA	1M - 5M	26 Jan 2026	30 days
16 Jan 2026	BUY	NVIDIA Corporation NVDA	250K - 500K	26 Jan 2026	7 days
30 Dec 2025	SELL	PayPal Holdings, Inc PYPL	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	Vistra Corp VST	100K - 250K	26 Jan 2026	7 days
30 Dec 2025	SELL	The Walt Disney Company DIS	1M - 5M	26 Jan 2026	24 days
22 Oct 2025	SELL	Apple Inc AAPL	100K - 250K	27 Oct 2025	2 days
20 Jun 2025	BUY	Broadcom Inc AVGO	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	Alphabet Inc GOOGL	250K - 500K	20 Jan 2025	3 days
14 Jan 2025	BUY	Amazon.com, Inc AMZN	250K - 500K	20 Jan 2025	3 days
31 Dec 2024	SELL	Apple Inc AAPL	5M - 25M	20 Jan 2025	17 days
31 Dec 2024	SELL	NVIDIA Corporation NVDA	1M - 5M	20 Jan 2025	17 days
20 Dec 2024	BUY	NVIDIA Corporation NVDA	500K - 1M	20 Jan 2025	28 days
14 Jan 2025	BUY	NVIDIA Corporation NVDA	250K - 500K	20 Jan 2025	3 days
20 Dec 2024	BUY	Palo Alto Networks Inc PANW	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	Vistra Corp VST	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	Microsoft Corporation MSFT	1M - 5M	31 Jul 2024	4 days
26 Jul 2024	BUY	NVIDIA Corporation NVDA	1M - 5M	31 Jul 2024	4 days
24 Jun 2024	BUY	Broadcom Inc AVGO	1M - 5M	3 Jul 2024	8 days
26 Jun 2024	BUY	NVIDIA Corporation NVDA	1M - 5M	3 Jul 2024	6 days
24 Jun 2024	SELL	Tesla, Inc TSLA	250K - 500K	3 Jul 2024	8 days
1 Jul 2024	SELL	Visa Inc V	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	Palo Alto Networks Inc PANW	500K - 1M	26 Feb 2024	11 days
21 Feb 2024	BUY	Palo Alto Networks Inc PANW	100K - 250K	26 Feb 2024	2 days
22 Nov 2023	BUY	NVIDIA Corporation NVDA	1M - 5M	22 Dec 2023	29 days

Showing 1 to 20 of 50 disclosed trades

Frequently Asked Questions: Nancy Pelosi Stock Portfolio

What is Nancy Pelosi's estimated Net Worth in 2026?

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.