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 Scott H. Peters, California District 50, with document 20026577 under filing code P and a filing date of January 15, 2025.
Open the official PDF ↗Verified PTR extraction
8 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.
PurchaseU.S Treasury BillsDec 30, 2024 · $500,001 - $1,000,000 →Sale (partial)U.S Treasury BillsDec 26, 2024 · $500,001 - $1,000,000 →PurchaseAllocate Alpha Fund II LPDec 23, 2024 · $15,001 - $50,000 →PurchaseAllocate Premier Access FundDec 23, 2024 · $15,001 - $50,000 →Sale (partial)U.S. Treasury NotesDec 19, 2024 · $50,001 - $100,000 →PurchaseU.S Treasury BillsDec 16, 2024 · $250,001 - $500,000 →PurchaseU.S Treasury BillsDec 16, 2024 · $250,001 - $500,000 →SaleCA ST DEPT WTR UTILDec 2, 2024 · $250,001 - $500,000 → 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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