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House stock trades/20030494-031
U.S. House PTR · Florida District 18

Scott Scott Franklin

Purchase · United Parcel Service, Inc. Common Stock (UPS)

August 7, 2024$1,001 - $15,000Document 20030494
Direct answer

What did this PTR report?

PURCHASE

Scott Scott Franklin reported a purchase involving United Parcel Service, Inc. Common Stock (UPS) (source ticker UPS) on August 7, 2024. The source reports $1,001 - $15,000.

Open official PDF page 6 ↗
Verified source fields

Transaction record

Filer
Scott Scott Franklin
House district
FL18
Asset
United Parcel Service, Inc. Common Stock (UPS)
Official asset type
ST · Stocks (including ADRs)
Source ticker
UPS
Transaction code
P · Purchase
Transaction date
August 7, 2024
Notification date
May 19, 2025
Reported value
$1,001 - $15,000
Owner field
Spouse
Filing status
New
PDF location
Page 6 · row 4
Source context

Notes printed with this row

Subholding of
Fidelity Roth IRA
Comment
Our broker purchased shares of 29 stocks in my spouse's Roth IRA on 8/7/24 in order to rebalance the portfolio in accordance with the firm's investment strategy for accounts that size. He failed to notify me of these transactions and it wasn't discovered until I was attempting to reconcile our investment holdings for my 2024 Financial Disclosure.
Interpretation boundary

A reported transaction is not a verdict.

THIS PAGE CAN SAY

The filer, asset text, codes, dates, amount label, filing status, and notes above appear in the fingerprinted official PTR at the cited page.

THIS PAGE CANNOT SAY

A disclosed transaction is not evidence of wrongdoing, material nonpublic information, intent, profit, loss, investment performance, a current holding, net worth, or a conflict of interest. Most dollar values are disclosure ranges, not exact transaction amounts. Some amended official rows contain an exact dollar value; amount_is_exact distinguishes those rows. Numeric bounds are derived only from an unambiguous source value and the original label is always retained.

How to interpret this record

Scott Scott Franklin Purchase: UPS House Stock Trade

A public financial disclosure is a report made under a particular disclosure system. It can describe ranges, categories and reporting events rather than exact present-day wealth.

Read the form and the filing date

Different disclosure reports answer different questions. An annual report, a transaction notice and an amendment may describe different periods or events. Identify the filer, document type, reporting date and original publication before combining figures. An aggregator’s import timestamp is not the date an asset was acquired or sold.

Preserve published ranges

Some public disclosure systems report asset values or transactions in bands rather than exact dollar amounts. A range should remain a range. Adding band endpoints or choosing an arbitrary midpoint does not establish an official net-worth figure. Liabilities, jointly held assets and the scope of the reporting rules can also matter.

Read the full financial disclosures guide →