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 20025207 under filing code P and a filing date of June 8, 2024.
Open the official PDF ↗Verified PTR extraction
32 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.
Sale (partial)Salesforce, Inc. Common Stock (CRM)May 30, 2024 · $1,001 - $15,000 →SaleAMERISAFE, Inc. - Common Stock (AMSF)May 29, 2024 · $1,001 - $15,000 →PurchaseThe Baldwin Insurance Group, Inc. - Class A Common Stock (BWIN)May 29, 2024 · $1,001 - $15,000 →Sale (partial)Insmed Incorporated - Common Stock (INSM)May 28, 2024 · $1,001 - $15,000 →Sale (partial)Meta Platforms, Inc. - Class A Common Stock (META)May 23, 2024 · $1,001 - $15,000 →PurchaseNintendo Co Ltd ADR (NTDOY)May 22, 2024 · $1,001 - $15,000 →PurchaseUMB Financial Corporation - Common Stock (UMBF)May 22, 2024 · $1,001 - $15,000 →SaleAlign Technology, Inc. - Common Stock (ALGN)May 20, 2024 · $1,001 - $15,000 → See all 32 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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