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 20024801 under filing code P and a filing date of April 7, 2024.
Open the official PDF ↗Verified PTR extraction
33 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.
PurchaseEEN ENERGY HLDGS UNSP/ADR (XNGSY)Mar 26, 2024 · $1,001 - $15,000 →Sale (partial)Apple Inc. - Common Stock (AAPL)Mar 22, 2024 · $1,001 - $15,000 →PurchaseBlock, Inc. Class A Common Stock, (SQ)Mar 21, 2024 · $1,001 - $15,000 →PurchaseAdvanced Micro Devices, Inc. (AMD)Mar 18, 2024 · $1,001 - $15,000 →Sale (partial)Adobe Inc. - Common Stock (ADBE)Mar 15, 2024 · $1,001 - $15,000 →PurchaseAdvanced Micro Devices, Inc. (AMD)Mar 15, 2024 · $1,001 - $15,000 →Sale (partial)Apple Inc. - Common Stock (AAPL)Mar 15, 2024 · $1,001 - $15,000 →Sale (partial)MercadoLibre, Inc. - Common Stock (MELI)Mar 15, 2024 · $1,001 - $15,000 → See all 33 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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