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Glossary term

PTR (Periodic Transaction Report)

In plain English

The form a Member of Congress files to disclose a stock trade under the STOCK Act. Every PTR is public — anyone can read them on the House Clerk or Senate eFD portal.

Formal definition

A standardized disclosure document filed by Members of Congress, certain congressional staff, and covered executive branch employees within the STOCK Act's 45-day window. Captures trade type, asset, amount bucket, trade date, and notification date.

Example

Pelosi's NVIDIA buy on 2026-01-16 produced a PTR filed 2026-01-23, exposing the trade to public view roughly a week after it occurred.

Related

Educational only. TrustFirst is not a registered investment adviser and does not provide personalized investment advice. This definition is written to teach the concept; it is not a recommendation to take any specific action.