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 Suzan K. DelBene, Washington District 1, with document 20035498 under filing code P and a filing date of September 30, 2026.
Open the official PDF ↗Verified PTR extraction
5 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.
PurchaseCentral VY Energy Auth Calif Commodity 5.00% Due Aug 1, 2034Sep 14, 2026 · $250,001 - $500,000 →SaleSan Joaquin VY Calif Clean Energy Auth 5.50% Due Jan 1, 2056Sep 14, 2026 · $250,001 - $500,000 →PurchaseBoulder Larimer & Weld CNTYS Colo ST 05.00000% 12/15/2027 Vrain VY SCH Dist Gen ObligSep 3, 2026 · $250,001 - $500,000 →SaleCalifornia CMNTY Choice Fing Auth 5.00% Due Oct 1, 2056Sep 3, 2026 · $250,001 - $500,000 →PurchaseSan Joaquin VY Calif Clean Energy Auth 5.50 % Due Jan 1, 2056Sep 3, 2026 · $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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