In the latest financial disclosure filed on January 15, 2025, Congressman Scott H. Peters, a Democrat representing California's 50th district, reported a series of significant financial transactions executed in December 2024.
Notably, Peters engaged in multiple transactions involving U.S. Treasury Bills. On December 16, he made two substantial purchases of U.S. Treasury Bills, each valued between $250,001 and $500,000. Subsequently, on December 26, he sold U.S. Treasury Bills worth between $500,001 and $1,000,000, and then repurchased an equivalent amount of U.S. Treasury Bills on December 30. This sequence suggests a strategic repositioning within his Treasury holdings over a short period.
Additionally, on December 19, Peters sold U.S. Treasury Notes valued between $50,001 and $100,000, indicating a possible shift in his fixed-income investments.
Beyond Treasury securities, Peters diversified his portfolio by acquiring stakes in alternative investment funds. On December 23, he invested between $15,001 and $50,000 in both the Allocate Premier Access Fund and the Allocate Alpha Fund II LP. These transactions reflect an interest in exploring opportunities within the alternative investment landscape.
Lastly, Peters divested from CA ST DEPT WTR UTIL on December 2, selling shares valued between $250,001 and $500,000. This sale may indicate a reallocation of resources or a strategic exit from this particular utility investment.
Overall, the transactions highlight Peters’ active management of his investment portfolio, with a focus on U.S. government securities and diversification into alternative funds.
Transaction Date | Type | Symbol | Amount | Notes |
---|---|---|---|---|
Dec 30, 2024 | Buy | $500,001 - $1,000,000 | U.S Treasury Bills [GS] | |
Dec 26, 2024 | Sell | $500,001 - $1,000,000 | U.S Treasury Bills [GS] | |
Dec 23, 2024 | Buy | $15,001 - $50,000 | Allocate Premier Access Fund [OT] | |
Dec 23, 2024 | Buy | $15,001 - $50,000 | Allocate Alpha Fund II LP [OT] | |
Dec 19, 2024 | Sell | $50,001 - $100,000 | U.S. Treasury Notes [GS] | |
Dec 16, 2024 | Buy | $250,001 - $500,000 | U.S Treasury Bills [GS] | |
Dec 16, 2024 | Buy | $250,001 - $500,000 | U.S Treasury Bills [GS] | |
Dec 2, 2024 | Sell | $250,001 - $500,000 | CA ST DEPT WTR UTIL [GS] |