Nancy Pelosi
Nancy Pelosi Net Worth & Financial Disclosure
houseAnnual financial disclosure for 2009, filed May 15, 2009. Includes 120 assets and 11 liabilities.
Est. Net Worth
$80.9M
2009 annual disclosure
Total Assets
$54.3M - $178.7M
120 assets
Total Liabilities
$12.8M - $58.5M
11 liabilities
Total Trades
322
From PTR filings
Trade Volume
$286.9M
Midpoint of disclosed ranges
Net Worth Over Time
Show data table
| Period | Est. net worth |
|---|---|
| 2008 | $52.3M |
| 2009 | $80.9M |
| 2009 | $45.6M |
| 2010 | $55.9M |
| 2011 | $122.7M |
| 2012 | $89.6M |
| 2013 | $66.4M |
Assets by Category
Real Estate$88.9M (7)
LLC / Partnership$18.9M (34)
Stocks$8.3M (65)
Bank & Cash$315K (9)
Retirement & Pension$75K (1)
Mutual Funds$33K (3)
Other$501 (1)
Top Stock Holdings (from trades)
All Assets (120)
| Asset | Value |
|---|---|
11 Zinfandel Lane - Home & Vineyard St. Helena, CA, US | $5,000,001 - $25,000,000 |
16-18 Jefferson St. - Commercial Real Estate Investment Napa, CA, US | $25,000,001 - $50,000,000 |
25 Point Lobos - Commercial Real Estate Investment Carmel, CA, US | $5,000,001 - $25,000,000 |
45 Belden Place - Four Story Commercial Building San Francisco, CA, US | $1,000,001 - $5,000,000 |
723 Mule Ears Court - Townhome Norden, CA, US | $1,000,001 - $5,000,000 |
820 Mission Street - Commercial Property San Anselmo, CA, US | $5,000,001 - $25,000,000 |
Active LLC Ltd. Partnership Interest San Francisco, CA, US | $15,001 - $50,000 |
| Not disclosed | |
| $1 - $1,000 | |
| $1,001 - $15,000 | |
| $1,001 - $15,000 | |
| $1,001 - $15,000 | |
Americas Doctors.com Inc. Common Stock | Not disclosed |
| $1,000,001 - $5,000,000 | |
Aristotle LLC - Partnership Interest in Aristotle Publishing Inc. San Diego, CA, US | $15,001 - $50,000 |
| $100,001 - $250,000 | |
| $250,001 - $500,000 | |
Auberge du Soleil Ltd. Partnership Interest Rutherford, CA, US | $1,000,001 - $5,000,000 |
Avalon Pharmaceuticals Inc. Common Stock | Not disclosed |
Bank of America Checking Account - San Francisco, CA San Francisco, CA, US | $1,001 - $15,000 |
Bank of America Checking Account - Washington, DC Washington, DC, US | $50,001 - $100,000 |
Bank of America Checking Account - Washington, DC Washington, DC, US | $15,001 - $50,000 |
BE Enterprises Common Stock | $50,001 - $100,000 |
Biz360 Inc. Preferred Stock Redwood City, CA, US | $15,001 - $50,000 |
Boston Culinary Ltd. Partnership Interest in Shopping Center San Mateo, CA, US | $100,001 - $250,000 |
Briazz Common Stock | $1 - $1,000 |
| $1 - $1,000 | |
Burnham Inc. Group - Preferred Stock South San Francisco, CA, US | $1,001 - $15,000 |
Burnham Inc. Ltd. Partnership San Francisco, CA, US | Not disclosed |
Cardiac Science Corp. Common Stock | Not disclosed |
| $500,001 - $1,000,000 | |
City Car Services LLC, Ltd. (Partnership interest in Limousine Company) | $500,001 - $1,000,000 |
| $15,001 - $50,000 | |
| $50,001 - $100,000 | |
San Francisco, CA, US | $1,001 - $15,000 |
| $100,001 - $250,000 | |
Command Audio Preferred Stock (Received in exchange for stock in Demand Company - Redwood City, CA) Redwood City, CA, US | $1,001 - $15,000 |
Congressional Credit Union - Washington, DC Washington, DC, US | $1,001 - $15,000 |
| Not disclosed | |
| Not disclosed | |
Digital Fountain Preferred Stock San Francisco, CA, US | $1,001 - $15,000 |
San Francisco, CA, US | $1,001 - $15,000 |
| $15,001 - $50,000 | |
| $250,001 - $500,000 | |
EDI Associates, Ltd Partnership Investment in El Dorado Hotel Sonoma, CA, US | $100,001 - $250,000 |
| $1,001 - $15,000 | |
| $1 - $1,000 | |
Financial Leasing Services - Real Estate Investment Coachella, CA, US | $100,001 - $250,000 |
| $1,001 - $15,000 | |
Forty-Five Belden Corp - Real Estate Investment Company San Francisco, CA, US | $1,000,001 - $5,000,000 |
| Not disclosed | |
| Not disclosed | |
| $1 - $1,000 | |
| Not disclosed | |
Global Ambassador Concierge LLC | $15,001 - $50,000 |
Golub Partners Equity Investment Fund New York, NY, US | $1,001 - $15,000 |
Granite Ventures I, LP | $250,001 - $500,000 |
iBiquity Digital Corporation Columbia, MD, US | $15,001 - $50,000 |
Introspec Inc. Common Stock | $1,001 - $15,000 |
| $50,001 - $100,000 | |
| Not disclosed | |
| $1 - $1,000 | |
Intraop Medical Corp. Common Stock | $1,001 - $15,000 |
Lionss Med Innovations Inc. Common Stock | $1,001 - $15,000 |
| $100,001 - $250,000 | |
| $250,001 - $500,000 | |
S. Insnra & Johnson Common Stock | Not disclosed |
Lions Gate Limited LLC - Ltd. Partnership Investment in Lions Gate Development San Martin, CA, US | Not disclosed |
Manchester Financial Ltd Partnership interest in Antiques Company San Francisco, CA, US | $50,001 - $100,000 |
Matthews International Mutual Fund | $15,001 - $50,000 |
| $100,001 - $250,000 | |
| $100,001 - $250,000 | |
| $1 - $1,000 | |
MontaVista LLC - Ltd. Partnership interest in MontaVista Software Company Sunnyvale, CA, US | $15,001 - $50,000 |
| $100,001 - $250,000 | |
Mosher Partners LP - Real Estate Sacramento, CA, US | $250,001 - $500,000 |
Nautilus Leasing Services - Sausalito, CA Sausalito, CA, US | $50,001 - $100,000 |
Scoma's Restaurant Company - San Francisco, CA San Francisco, CA, US | $100,001 - $250,000 |
Navtek Corp. Common Stock | Not disclosed |
Niman Ranch LLC - Partnership Investment in Natural Food Meats - San Francisco, CA San Francisco, CA, US | $50,001 - $100,000 |
Pine For Five Battery Ventures IV, L.P. - 245 Lytton Street Office Bldg Partnership - San Francisco, CA San Francisco, CA, US | $1,000,001 - $5,000,000 |
CA Partners - San Francisco, Ltd. Partnership Interest in 901 Battery Street - San Francisco Office Bldg San Francisco, CA, US | $15,001 - $50,000 |
Oakwood Homes Corp. Common Stock | $1 - $1,000 |
Oakwood Homes Corp. Bonds | $1 - $1,000 |
Odyssey LLC, Ltd Partnership Interest in Venture Capital Fund - San Francisco, CA San Francisco, CA, US | $50,001 - $100,000 |
| Not disclosed | |
Piatti Restaurant Co. - Ltd. Partnership Investment in Restaurant Operating Company - Tiburon, CA Tiburon, CA, US | $1,000,001 - $5,000,000 |
Potomac Investment Assoc. Gaithersburg, MD, US | $1,001 - $15,000 |
| $1,001 - $15,000 | |
Quest Energy Partners LP Oklahoma City, OK, US | Not disclosed |
Quest Energy Partners LP Oklahoma City, OK, US | Not disclosed |
Ranching Co. Inc. Common Stock | Not disclosed |
Redevelope Common Stock | $1 - $1,000 |
| Not disclosed | |
| $50,001 - $100,000 | |
| $100,001 - $250,000 | |
| $1,001 - $15,000 | |
| $1 - $1,000 | |
Speakeasy Investors LP - Ltd. Partnership Interest in Broadband Services Provider Seattle, WA, US | $1,001 - $15,000 |
| Not disclosed | |
Stoneridge LLC - Ltd. Partner Interest in Real Estate Investment Sacramento, CA, US | $500,001 - $1,000,000 |
| $1 - $1,000 | |
| $1 - $1,000 | |
Tendo LLC - Ltd. Partnership Investment in Optical Switching Technology Company San Francisco, CA, US | $15,001 - $50,000 |
United Hundred One (101) Lombard Street Partners - Limited Partner San Francisco, CA, US | $1,000,001 - $5,000,000 |
| $1 - $1,000 | |
Uniti LLC - Ltd. Partnership Interest in Data Storage and Recruiting Tools Company San Francisco, CA, US | $15,001 - $50,000 |
Valley 98, LP - Limited Partnership Investment in E-business Solutions Company San Francisco, CA, US | $15,001 - $50,000 |
Union Bank of California - Checking Account San Francisco, CA, US | $15,001 - $50,000 |
Union Bank of California - Deposit Account San Francisco, CA, US | $50,001 - $100,000 |
Union Bank of California - Anoni Trust San Francisco, CA, US | $1 - $1,000 |
Union Bank of California - Money Market Account San Francisco, CA, US | $1,001 - $15,000 |
Charles Schwab Investment Services Money Market Fund San Francisco, CA, US | $1 - $1,000 |
| $500,001 - $1,000,000 | |
| $500,001 - $1,000,000 | |
Vizu LLC - Limited Partnership Interest in Digital Brand Advertising Company San Francisco, CA, US | $15,001 - $50,000 |
Wells Fargo Advantage Money Market Fund San Francisco, CA, US | Not disclosed |
Wells Fargo Bank - Checking Account San Francisco, CA, US | $50,001 - $100,000 |
| $100,001 - $250,000 | |
Yerca Associates - Limited Partnership Interest in Real Estate Fund San Francisco, CA, US | $500,001 - $1,000,000 |
Liabilities (11)
| Creditor | Type | Amount |
|---|---|---|
| Union Bank of California | mortgage | $5,000,001 - $25,000,000 |
| Union Bank of California | mortgage | $500,001 - $1,000,000 |
| Union Bank of California | mortgage | $1,000,001 - $5,000,000 |
| Wachovia Securities | mortgage | $1,000,001 - $5,000,000 |
| Bank of America (Assumed loan via merger with LaSalle Bank) | mortgage | $1,000,001 - $5,000,000 |
| Union Bank of California | mortgage | $250,001 - $500,000 |
| Union Bank of California | line of credit | $1,000,001 - $5,000,000 |
| Wells Fargo Investments | margin loan | $1,000,001 - $5,000,000 |
| W. R. Hambrecht & Co. | margin loan | $500,001 - $1,000,000 |
| Bank of America | line of credit | $500,001 - $1,000,000 |
| Union Bank of California | line of credit | $1,000,001 - $5,000,000 |
Trading Sector Allocation (from PTR trades)
Consumer Cyclical$2.4M
Technology$143.6M
Financial Services$18.3M
Industrials$1.2M
Communication Services$16.3M
Services$10.9M
Retail Trade$14.1M
Healthcare$150K
Utilities$925K
Energy$7.5M
Methodology: Net worth is calculated from annual financial disclosures filed under the STOCK Act. Congress members report asset values and liabilities in ranges (e.g., $1,001-$15,000), not exact amounts. The “estimated net worth” shown is the midpoint of total assets minus the midpoint of total liabilities. Actual values may differ. Stock trading data comes from separate Periodic Transaction Reports (PTRs).