Personal finances · plain-language answer
Does this show net worth or investment profit?
No. A periodic transaction report records reportable purchases, sales, or exchanges—not a complete balance sheet. Trade amounts are not investment profits or a person’s net worth.
Read the original filing ↗Direct answer
What is this record?
PTRThe official House Clerk annual index lists David P. Joyce, Ohio District 14, with document 20021523 under filing code P and a filing date of August 6, 2024.
Open the official PDF ↗Verified PTR extraction
12 transaction rows in this filing
WHOLE PDF PASSEDEvery row in this official PDF passed the same column, date, asset-code, and amount validation. Deleted source rows remain historical and are labeled; value ranges are never converted into exact trade amounts.
SaleBlackRock, Inc. (BLK)Jun 30, 2023 · $15,001 - $50,000 →Sale (partial)Golub Capital BDC, Inc. - Closed End Fund (GBDC)Jun 30, 2023 · $1,001 - $15,000 →SaleSPDR Series Trust SPDR S&P Biotech ETF (XBI)Jun 30, 2023 · $15,001 - $50,000 →SaleTC Energy Corporation (TRP)Jun 23, 2023 · $1,001 - $15,000 →SaleCitigroup, Inc. (C)Jun 22, 2023 · $1,001 - $15,000 →SaleBoeing Company (BA)Jun 19, 2023 · $15,001 - $50,000 →Sale (partial)Golub Capital BDC, Inc. - Closed End Fund (GBDC)Jun 19, 2023 · $15,001 - $50,000 →Sale (partial)iShares Russell 1000 Growth ETF (IWF)Jun 19, 2023 · $15,001 - $50,000 → See all 12 verified rows →Reading a disclosure
Assets, income, and trades are different.
- Asset value
- The reported value category of a holding—not its annual income.
- Income
- Interest, dividends, or other reported income—not the same as the asset’s value.
- Transactions
- A purchase or sale range—not a profit calculation. A transaction report is not a complete asset inventory.
- Ownership
- Check the owner column. Joint, spouse, and dependent-child holdings must not all be described as personally owned by the filer.
- Dates
- A filing date is not a live valuation. Read the report’s covered period and look for later filings or amendments.
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