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 Josh Gottheimer, New Jersey District 5, with document 20024612 under filing code P and a filing date of March 7, 2024.
Open the official PDF ↗Verified PTR extraction
42 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.
SaleFreeport-McMoRan, Inc. Common Stock (FCX)Feb 29, 2024 · $1,001 - $15,000 →PurchaseL'Oreal Co. American Depositary Shares (LRLCY)Feb 26, 2024 · $1,001 - $15,000 →PurchaseAdvanced Micro Devices, Inc. (AMD)Feb 22, 2024 · $1,001 - $15,000 →Sale (partial)Palo Alto Networks, Inc. (PANW)Feb 21, 2024 · $1,001 - $15,000 →PurchaseChord Energy Corporation - Common Stock (CHRD)Feb 13, 2024 · $1,001 - $15,000 →PurchaseDBS GROUP HLDGS LTD S/ADR (DBSDY)Feb 13, 2024 · $1,001 - $15,000 →PurchaseMicrosoft Corporation - Common Stock (MSFT)Feb 13, 2024 · $500,001 - $1,000,000 →PurchaseMicrosoft Corporation - Common Stock (MSFT)Feb 13, 2024 · $1,000,001 - $5,000,000 → See all 42 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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