Re: PYPL
Nancy Pelosi’s timing on her PayPal ($PYPL) exit has once again drawn significant attention for its precision. Based on recent financial disclosures filed on January 23, 2026, she (and her husband, Paul) executed a well-timed sale just weeks before the stock plummeted.
The PayPal Position and Sale- Transaction Date: December 30, 2025.
- Amount Sold: 5,000 shares.
- Estimated Value: Between $250,001 and $500,000 (sold at approximately $59 per share).
- Position Type: Direct ownership of common stock.
Timing and Performance
The sale occurred roughly one month before PayPal's Q4 2025 earnings report, which was released yesterday (February 3, 2026). The results were poorly received, leading to a massive sell-off.
| Metric | Details | | Earnings Performance | PayPal missed revenue estimates ($8.68B vs. $8.80B) and issued a weak 2026 profit outlook. | | Stock Reaction | Shares fell roughly 17% in a single day following the report. | | Total Decline | Since Pelosi's sale on Dec 30, the stock has dropped approximately 27%. |
By selling in late December, the Pelosis avoided a nearly 30% wipeout in the value of that specific position. While critics often point to these moves as evidence of potential "insight," Pelosi has consistently maintained that her husband manages the investments and that no non-public information is used.
Recent 2026 Activity
Interestingly, while they exited PayPal, the Pelosis' latest filings show they are doubling down on other tech giants. In mid-January 2026, they exercised call options to acquire shares in Nvidia, Alphabet, and Amazon, signaling a continuing pivot toward AI-centric holdings.
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Nice timing |
