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glossary.categories.congressional

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8 glossary.stats.terms_defined

glossary.popular_section.ptr_filing

glossary.terms.importance.essential

glossary.term_definitions.ptr_filing

glossary.terms.examples
  • Form filed within 45 days of trade execution
  • Includes transaction date, ticker symbol, and amount range
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STOCK Act
Disclosure Deadline
Transaction Date

glossary.popular_section.stock_act

glossary.terms.importance.essential

glossary.term_definitions.stock_act

glossary.terms.examples
  • Enacted April 4, 2012
  • Applies to House and Senate members
  • Includes spouses and dependent children
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PTR Filing
Disclosure Deadline
Insider Trading

glossary.popular_section.disclosure_deadline

glossary.terms.importance.essential

glossary.term_definitions.disclosure_deadline

glossary.terms.examples
  • Trade executed Jan 1st → PTR due by Feb 15th
  • Late filings may result in penalties
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PTR Filing
STOCK Act
Transaction Date

House Clerk Office

glossary.terms.importance.important

The official office responsible for maintaining congressional financial disclosure records and PTR filings.

glossary.terms.examples
  • Disclosures-clerk.house.gov website
  • Repository of all congressional trade filings
glossary.terms.related_terms
PTR Filing
Financial Disclosure
Official Records

House Committee on Ethics

glossary.terms.importance.important

Congressional committee responsible for enforcing ethics rules and investigating potential violations.

glossary.terms.examples
  • Reviews late filing penalties
  • Investigates ethics violations
  • Issues guidance on trading rules
glossary.terms.related_terms
STOCK Act
Congressional Ethics
Enforcement

Member of Congress

glossary.terms.importance.important

Elected representative in the House or Senate subject to financial disclosure requirements.

glossary.terms.examples
  • House Representatives: 2-year terms
  • Senators: 6-year terms
  • Subject to STOCK Act requirements
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Congressional Office
Elected Official
Public Service

Spouse Trading Disclosure

glossary.terms.importance.essential

Requirement for Congress members to report trades made by their spouses and dependent children.

glossary.terms.examples
  • Paul Pelosi trades reported by Nancy Pelosi
  • Includes spouse and dependent children under 18
glossary.terms.related_terms
Family Members
Joint Filing
Household Disclosure

Committee Assignment

glossary.terms.importance.important

Congressional committee membership that may provide access to industry-specific information and legislative oversight.

glossary.terms.examples
  • Financial Services Committee
  • Energy and Commerce Committee
  • Judiciary Committee
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Legislative Oversight
Industry Knowledge
Policy Influence
glossary.categories.trading

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10 glossary.stats.terms_defined

glossary.popular_section.ticker_symbol

glossary.terms.importance.essential

glossary.term_definitions.ticker_symbol

glossary.terms.examples
  • AAPL for Apple Inc.
  • TSLA for Tesla Inc.
  • NVDA for NVIDIA Corporation
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Stock Exchange
Public Company
Trading

glossary.popular_section.asset_type

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glossary.term_definitions.asset_type

glossary.terms.examples
  • Common Stock
  • Preferred Stock
  • Stock Options
  • Corporate Bonds
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Securities
Investment
Portfolio

glossary.popular_section.transaction_date

glossary.terms.importance.essential

glossary.term_definitions.transaction_date

glossary.terms.examples
  • Trade Date: Jan 5, 2025
  • Disclosure Date: Feb 10, 2025
glossary.terms.related_terms
Disclosure Date
Settlement Date
PTR Filing

Stock Options

glossary.terms.importance.important

Financial contracts that give the holder the right to buy or sell shares at a specified price within a certain time period.

glossary.terms.examples
  • Call options: right to buy
  • Put options: right to sell
  • Exercise price and expiration date
glossary.terms.related_terms
Derivatives
Exercise Price
Expiration Date

Purchase (Buy)

glossary.terms.importance.essential

Acquiring ownership of securities by exchanging money for shares or other financial instruments.

glossary.terms.examples
  • Buying 100 shares of AAPL
  • Opening a long position
  • Increasing portfolio allocation
glossary.terms.related_terms
Buy Order
Long Position
Investment

Sale (Sell)

glossary.terms.importance.essential

Disposing of securities ownership by exchanging shares for money.

glossary.terms.examples
  • Selling 500 shares of TSLA
  • Closing a position
  • Taking profits or cutting losses
glossary.terms.related_terms
Sell Order
Short Position
Profit Taking

Transaction Amount Range

glossary.terms.importance.essential

The value brackets used in congressional disclosure forms to report trade sizes instead of exact amounts.

glossary.terms.examples
  • $1,001 - $15,000
  • $15,001 - $50,000
  • $1,000,001 - $5,000,000
glossary.terms.related_terms
Trade Size
Disclosure Requirements
Value Estimation

Market Order

glossary.terms.importance.additional

An order to buy or sell a security immediately at the current market price.

glossary.terms.examples
  • Buy 100 shares at current market price
  • Immediate execution
  • Price not guaranteed
glossary.terms.related_terms
Limit Order
Order Types
Trade Execution

Limit Order

glossary.terms.importance.additional

An order to buy or sell a security at a specific price or better.

glossary.terms.examples
  • Buy AAPL at $150 or lower
  • Sell TSLA at $200 or higher
  • Price protection
glossary.terms.related_terms
Market Order
Order Types
Price Limits

Dividend

glossary.terms.importance.important

A payment made by corporations to shareholders as a distribution of profits.

glossary.terms.examples
  • Quarterly dividend payments
  • Dividend yield calculation
  • Ex-dividend date
glossary.terms.related_terms
Shareholder Returns
Company Profits
Yield
glossary.popular_section.title
glossary.popular_section.ptr_filing

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glossary.popular_section.stock_act

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glossary.popular_section.ticker_symbol

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glossary.popular_section.disclosure_deadline

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glossary.popular_section.asset_type

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glossary.popular_section.transaction_date

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glossary.educational_note.title

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