@msf, I think that ITM options are auto-exercised at expiry. Only the OTM options expire worthless. The ATM options are tossup - once I got hit by a near ATM option auto-exercise at expiry that became ITM just by a few cents and I mistakenly thought that no one will bother (those were the days with option commissions).
Now, if I have open ITM or near-ATM options, I put a note on my calendar to cover those 1-2 days before options expiry.
Of course, the ITM options also have the risk of random assignments at any time before the expiry.

Surely I'm not the only one who noticed that the NVDA trade was an exercise of in-the-money (by 53% or more) options on the expiration date of June 17th. Had they not been exercised then, they would have expired worthless.
That's not using insider information. That's trading like a prudent investor with no special knowledge or skills.

Reiterating what I did:
- Starting with mcq's search result, obtained by searching for VFINX on the mutual fund search page and following the CIK 0000036405 link on the results page for the Vanguard Index Funds trust ...
- Follow the "Classic version" link in the upper right corner to the classic result page.
Another search for the trust or fund is not needed. One has already navigated to the classic version of the results page. The only search remaining to do (for convenience) is to limit the results to the particular forms desired. One could instead scroll through all the results, all the way back to 1994.
For annual (N-CSR) and semi-annual (N-CSRS) reports from 2003 and later, one can click the "Shareholder reports" button. This autofills the "Filing type" to be N-CSR (which matches both forms), and submits the query.
For annual and semi-annual reports reports prior to 2004, the SEC required investment companies to use form N-30D. Manually fill the form box with N-30D. A search returns the reports between 1994 and 2003.

Once you [RIC] begin filing Form N-CSR, you will no longer submit shareholder reports on EDGAR as N-30D submissions. Instead, you will include your shareholder report as part of your N-CSR submission.

Frequently Asked Questions: EDGAR Filing of Certified Shareholder Reports by Registered Management Investment Companies
the annual reports from the 1990s. (N-30D is the code for AR)
Exactly.

Interesting that if one backtracks to general search page from either the new/current or Classic Edgar (and even the link provided by @msf), one gets to the same search page/URL:
https://www.sec.gov/edgar/searchedgar/companysearch.html
https://www.sec.gov/edgar/searchedgar/companysearch.html
The historical/archival search link noted by @mcq seems to be available only from Edgar – Search & Access click (on the left menu)
https://www.sec.gov/cgi-bin/srch-edgar
“Welcome to the archive of historical EDGAR documents. This search allows you to enter complex queries to retrieve all but the most recent day's EDGAR filings (from 1994 through 2022). If a simple search will suffice or if you need real-time, up-to-the-minute filings, please visit the main EDGAR Search page for other choices.”
It seems that Edgar has evolved over the years and some features are buried deeply within other clicks/tabs.

@FD1000 Sure, and while we're at it, why don't we get corporate money, lobbying and influence out of politics altogether: https://washingtonpost.com/us-policy/2021/08/31/business-lobbying-democrats-reconciliation/
Oh, wait.

As a further update, and in the spirit of leaving bread crumbs behind for anyone else who wants to attempt such a search, on some other mutual fund:
-Even classic EDGAR stops about 2001, limited to trailing 20 years at a guess. Even entering the old name ("Vanguard Index Trust") doesn't pull up anything earlier.
-Casting around, I found this page: https://www.sec.gov/edgar/search-and-access. At the very bottom of the page is a link to EDGAR archives. That sounded promising. It took me to this page: https://www.sec.gov/cgi-bin/srch-edgar. Bingo: searching here for Vanguard 1994 to 2000 brought up the annual reports from the 1990s. (N-30D is the code for AR)
-"Financial highlights" has the prior five years of expense ratios. Another tidbit: in the 1990s the norm, at least for Vanguard, was to present twenty years of trailing returns; so in the 1996 report one can see the 500 Index fund annual returns back to its inception in 1976. Will be interesting to see if other fund firms did the same. (The 500 returns are on the Simba backtesting spreadsheet at Bogleheads.org, so no treasure hunt in its case).

Let's apply the law for all.
Okay. Let's apply the disclosure requirements to all, not just to "US congress rep[s]". Would you care to start by disclosing your trades (and ranges of dollar amounts) on a monthly basis?
The violations identified in the business insider article were failures to disclose.

Insider and several other news organizations have identified 65 members of Congress who've recently failed to properly report their financial trades as mandated by the Stop Trading on Congressional Knowledge Act of 2012, also known as the STOCK Act.

One way to "income average" is to literally sell over time. Say 10% each year. If it is income-generating land, then you could get 90% of the revenue when you retained 90% of the ownership and so on.
That's a little messy. A way to effect something similar is to make the transaction a seller-financed sale and collect installment payments. I would have thought that such a sale would be treated as two separate transactions - a competed sale now, and a mortgage where you are the lender.
But Congress (IRC § 453) long ago decided that for installment sales, capital gains would not be recognized until payments were made. Since the payments are made over several years, this becomes another way to spread the recognized capital gains over time.
IRS Topic 705 - Installment Sales
Form 6252 - Installment Sale Income
Pub 537 - Installment Sales

Aside from the fact that Zero Hedge remains a Russian propaganda outlet, why would an investor give more credence to the trading activity of the spouse of a politician than the trading activity of executives who actually run these companies and surely know more about the health of their operations? Insider information is readily available, and even that needs to be parsed to be properly understood and can still be wrong in predicting future performance. So why invest based on what Pelosi’s husband is doing?

You got a good point but that doesn't release our politicians to do whatever they want. Let's apply the law for all. Let me know when was the last time US congress rep served time in jail for that.
This (https://www.businessinsider.com/congress-stock-act-violations-senate-house-trading-2021-9) shows how little was done.

There is a "classic" version of EDGAR? Who knew?
Love the dig at New Coke. A staple of branding lectures for years when I started teaching in the 1980s.
Thanks again, msf! And thanks to everyone who keeps this board going, it has already proved quite the resource.

I think this is the result you got.
https://www.sec.gov/edgar/browse/?CIK=0000036405
Try switching to the "classic" version. As M* and Coke have demonstrated, "new" is not necessarily improved.

This "SEC classic" page links to filings all the way back to 1994.
https://www.sec.gov/cgi-bin/browse-edgar?CIK=0000036405&owner=exclude
Until 1998 the fund was known as Vanguard Index Trust 500 Portfolio.
https://www.wsj.com/articles/SB852585751767090500

I think this is the result you got.
https://www.sec.gov/edgar/browse/?CIK=0000036405
Try switching to the "classic" version. As M* and Coke have demonstrated, "new" is not necessarily improved.

This "SEC classic" page links to filings all the way back to 1994.
https://www.sec.gov/cgi-bin/browse-edgar?CIK=0000036405&owner=exclude
Until 1998 the fund was known as Vanguard Index Trust 500 Portfolio.
https://www.wsj.com/articles/SB852585751767090500

I'm not a stock picker. But I have been buying tech funds for our accounts the past ten days or so. These include TDV, FSCSX, CSGZX, and FTEC. In a sector as diverse as tech, I like to spread my bets around. And I don't mind a little active management.
Prices are down quite a bit. It's not like the importance of tech to our lives will fade away. These sort of tech-specific funds are around 8-10% of our portfolios. And I still have cash on hand should rising rates lead to even better opportunities.
I have not bought any chip-specific funds. Forty years of reading the San Francisco Chronicle business section has left me with the feeling that I'm not nimble enough for getting in and out of chips that don't come in bags from the store. If Paul Pelosi thinks he's nimble enough at his age, more power to him.

+1.

Suppose I want to find the year by year expense ratio for some mutual fund of interest--in this example, the Vanguard 500 Index fund, originally VFINX. Easy enough to get its performance from M* etc. back to its beginning in 1976, and easy enough to get the S&P index performance over that period from the SBBI. Subtracting the two gives an estimate of expenses, but only an estimate; strictly speaking, the subtraction gives tracking error, not expenses incurred.
Like all funds, it files at the SEC and these filings go into the EDGAR database. Naively, since EDGAR goes back to 1994 (I am told), I hoped to get those expense ratios from EDGAR, and maybe, in my dreams, find a 10-year trailing table back to 1984 from the 1994 filing. Add seven years of Wiesenberger yearbooks and I'd be done.
But when I enter the ticker at the EDGAR search engine, 2013 is the oldest report listed. However, that search was entered at the "front page" and I am a naïve EDGAR user.
Some members here will not be naïve EDGAR users. Do you know how to get a pre-2013 filing on VFINX online? Or where else might you send me for that year by year data on expense ratios? (I have John Bogle's data on expense ratios for Vanguard as a whole, but that doesn't answer my question)
Why do I care? Tracking error can be positive, due to security lending etc. Only with a separate calculation of expense can one vet how well fund management did given the expenses they were dealt. Not so important with an index fund, maybe; more so with the ordinary sort of fund.
PS: were this data to be available in MFO Premium, please tell me!

Barron’s looks fascinating this week.
“Estée Lauder is in the beauty business—and its stock is starting to look like a beautiful buy … Estée Lauder stock (ticker: EL) has fallen 34%, to a recent $245, in 2022, worse than the S&P 500 index's 19% drop.”
Hmm … “Once More Unto the Breach” ?
Article: “Este Launder’s Not So Secret Ingredient” - by Jacob Sonenshine
-
Another must-read: “Levering Japanese Inflation” - by Lewis Braham

Yahoo is okay for some things, but when the quality of the data is important, it's better to go upstream, closer to the source. Yahoo is just a tertiary source, getting much of its data from Morningstar. Though "US equities and global index historical data and daily updates [are] provided by Commodity Systems, Inc."
https://help.yahoo.com/kb/finance-for-web/SLN2310.html?locale=en_US
The underlying company, Noreda, has a useful investor page, with this dividend graph:

https://www.nordea.com/en/investors/nordea-as-an-investment
To work forward from this to the ADR distributions one would convert the divs from euros to dollars using the then current exchange rates. Also, one would take into account the money skimmed by the ADR as pass-through fees

Hi @Derf @Mark et al
I've looked at previous, but don't use Yahoo Finance for performance data. Perhaps one needs to "sign in" for accurate info.
My one quick and dirty view is via M*......no subscription needed.
I look at about 20 items per week for performance for 1 week and YTD. The data is generally loaded by Saturday mornings.
The below link for FBALX is an example. Scroll down for performance data. The "returns" tab is highlighted and one may select the "distributions" tab adjacent if you want to look at this area.
Use the "search quotes" at the top left of the page to enter a new quote.
For ADRs and stocks, once the new page has loaded, select "trailing returns" for current performance data.
ETF's...........enter ticker........a brief overview will load for the current or last business day. Select "performance" for data to load for various time frames.
Lastly, I checked several tickers at Yahoo and the performance data was crap, IMHO; when compared to M*.
FBALX info HERE via M*.

@Derf - according to Yahoo (if you can trust the source :) )
Data Providers

+1. ...And yes, I was miffed when ENIC withheld foreign Chilean tax on my already-tiny dividend. Good riddance to bad rubbish. Taxable account, it was.