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 20029083 under filing code P and a filing date of April 10, 2025.
Open the official PDF ↗Verified PTR extraction
48 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)Spotify Technology S.A. Ordinary Shares (SPOT)Mar 24, 2025 · $1,001 - $15,000 →PurchaseVisa Inc. (V)Mar 24, 2025 · $1,001 - $15,000 →SaleAzenta, Inc. - Common Stock (AZTA)Mar 19, 2025 · $1,001 - $15,000 →Sale (partial)Broadcom Inc. - Common Stock (AVGO)Mar 19, 2025 · $1,001 - $15,000 →Sale (partial)Chord Energy Corporation - Common Stock (CHRD)Mar 19, 2025 · $1,001 - $15,000 →SaleCrinetics Pharmaceuticals, Inc. - Common Stock (CRNX)Mar 19, 2025 · $1,001 - $15,000 →SaleD.R. Horton, Inc. Common Stock (DHI)Mar 19, 2025 · $1,001 - $15,000 →Sale (partial)Diageo plc Common Stock (DEO)Mar 19, 2025 · $1,001 - $15,000 → See all 48 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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