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Scott Peters's Trade Disclosure

Filing Date:2025-07-16
Party:democrat
District:CA-50

In the latest financial disclosure filed on July 16, 2025, Congressman Scott Peters, a Democrat representing California's 50th district, reported a series of investment transactions spanning various asset classes.

On June 25, 2025, Peters made a new investment in Valo Ventures GP II, LP, a pooled investment fund, purchasing assets valued between $15,001 and $50,000. This followed another investment on June 24, where he bought into the Allocate Alpha Fund II LP, another pooled fund, with a transaction amount ranging from $1,001 to $15,000. Additionally, on June 23, Peters invested between $15,001 and $50,000 in the Allocate Premier Access Fund.

Peters also engaged in significant activity with U.S. Treasury Bills. On June 16, he purchased Treasury Bills worth between $100,001 and $250,000. Just days earlier, on June 12, he sold a similar amount of U.S. Treasury Bills, indicating a strategic repositioning of his holdings in government securities.

Furthermore, Peters expanded his municipal bond portfolio. On June 10, he acquired Los Angeles CA Water Sewer Utility bonds valued between $100,001 and $250,000. Earlier in the month, on June 2, he sold East Bay MUD System CA bonds, with the transaction amounting to between $50,001 and $100,000.

These trades reflect a diversified investment strategy, incorporating pooled investment funds, government securities, and municipal bonds, suggesting a balance between risk and stable returns in Congressman Peters' financial activities.

Transaction DateTypeSymbolAmountNotes
Jun 25, 2025Buy$15,001 - $50,000Valo Ventures GP II, LP [OI] FILING STATUS: New DESCRIPTION: Pooled Investment Fund
Jun 24, 2025Buy$1,001 - $15,000Allocate Alpha Fund II LP [O]] FILING STATUS: New DESCRIPTION: Pooled Investment Fund
Jun 23, 2025Buy$15,001 - $50,000Allocate Premier Access Fund [OI]
Jun 16, 2025Buy$100,001 - $250,000U.S Treasury Bills [GS]
Jun 12, 2025Sell$100,001 - $250,000U.S Treasury Bills [GS]
Jun 10, 2025Buy$100,001 - $250,000Los Angeles CA Wtr Swr Util [GS]
Jun 2, 2025Sell$50,001 - $100,000East Bay MUD SYS CA [GS]