Purchases, sales, and exchanges.

CFR · 2024-01-01 · US · Title 5

(a) (1) Of real property, other than a personal residence of the filer or spouse, as defined in § 2634.105(l); and (2) Of stocks, bonds, commodity futures, mutual fund shares, and other forms of securities. (b) (1) Transactions solely by and between the reporting individual, the reporting individual's spouse, or the reporting individual's dependent children; (2) Transactions involving Treasury bills, notes, and bonds; money market mutual funds or accounts; and bank accounts (as defined in § 2634.301(c)(2)), provided they occur at rates, terms, and conditions available generally to members of the public; (3) Transactions involving holdings of trusts and investment funds described in § 2634.312(b) and (c); (4) Transactions which occurred at a time when the reporting individual was not a public financial disclosure filer (5) Transactions fully disclosed in any public financial disclosure report filed during the calendar year pursuant to § 2634.309.

official document · source cfr-2024 · id 5:§ 2634.303