Filing audit view

20016099Parsed

DDonald S. Beyer, Jr. · House · ptr · filed Feb 22, 2020

Official filing metadata

Filer (as printed): Hon. Donald Sternoff Beyer Jr
Office (as printed): VA08
Chamber: House
Filing type: ptr
Filing date: Feb 22, 2020
Filing year: 2020
Document format: pdf

Processing (ours)

Status: Parsed
Rows parsed: 76
Parser version: house_pdf_v1
Fetched: Sep 9, 2026
Parsed: Sep 9, 2026
Internal id: 1165

Reading this page

The left half of each row below is the text exactly as it appears in the official document. The right half is our normalized interpretation: matched ticker, typed transaction, parsed dates and dollar range.

When the two disagree, the official document wins. Rows flagged for review are kept, never discarded, and the raw text is never edited.

Rows · 76

Left: official, as printed · Right: normalized

Raw filing rows beside their normalized interpretation
Official · as printed in the filing									Normalized · our interpretation
#	Owner	Asset	Ticker	Type	Tx date	Notified	Amount	Conf.	Ticker	Type	Owner	Tx date	Amount	Class	Flags
1	JT	Accenture plc Class A ordinary Shares (ACN) [ST] other: F ILINg S TATUS : New S UBHoLDINg o F : Stocks, Bonds, & Mutual Funds D ESCRIPTIoN : 25 units Accenture PLC	ACN	P	01/09/2020	02/02/2020	$1,001 - $15,000	1.00	ACN0.98	BuyBuy	Joint	Jan 9, 2020	$1,001 - $15,000mid $8K	Stock	modelled
2	JT	Alphabet Inc. - Class C Capital Stock (goog) [ST] other: F ILINg S TATUS : New S UBHoLDINg o F : Stocks, Bonds, & Mutual Funds D ESCRIPTIoN : 5 units Alphabet Inc Class C	—	P	01/13/2020	02/02/2020	$1,001 - $15,000	1.00	GOOGL0.95	BuyBuy	Joint	Jan 13, 2020	$1,001 - $15,000mid $8K	Stock	modelled
3	JT	Alphabet Inc. - Class C Capital Stock (goog) [ST] other: F ILINg S TATUS : New S UBHoLDINg o F : Stocks, Bonds, & Mutual Funds D ESCRIPTIoN : 5 units Alphabet Inc Class C	—	P	01/28/2020	02/02/2020	$1,001 - $15,000	1.00	GOOGL0.95	BuyBuy	Joint	Jan 28, 2020	$1,001 - $15,000mid $8K	Stock	modelled
4	JT	Amazon.com, Inc. (AMZN) [ST] other: F ILINg S TATUS : New S UBHoLDINg o F : Stocks, Bonds, & Mutual Funds D ESCRIPTIoN : 5 units Amazon.com Inc	AMZN	P	01/10/2020	02/02/2020	$1,001 - $15,000	1.00	AMZN0.98	BuyBuy	Joint	Jan 10, 2020	$1,001 - $15,000mid $8K	Stock	modelled
5	JT	Apple Inc. (AAPL) [ST] other: F ILINg S TATUS : New S UBHoLDINg o F : Stocks, Bonds, & Mutual Funds D ESCRIPTIoN : 50 units Apple Inc. com	AAPL	P	01/14/2020	02/02/2020	$15,001 - $50,000	1.00	AAPL0.98	BuyBuy	Joint	Jan 14, 2020	$15,001 - $50,000mid $32.5K	Stock	modelled
6	JT	Apple Inc. (AAPL) [ST] other: F ILINg S TATUS : New S UBHoLDINg o F : Stocks, Bonds, & Mutual Funds D ESCRIPTIoN : 25 units Apple Inc common	AAPL	P	01/28/2020	02/02/2020	$1,001 - $15,000	1.00	AAPL0.98	BuyBuy	Joint	Jan 28, 2020	$1,001 - $15,000mid $8K	Stock	modelled
7	JT	Berkshire Hathaway Inc. New (BRK.B) [ST] other: F ILINg S TATUS : New S UBHoLDINg o F : Stocks, Bonds, & Mutual Funds D ESCRIPTIoN : 25 units Berkshire Hathaway Inc - Class B	BRK.B	P	01/13/2020	02/02/2020	$1,001 - $15,000	1.00	BRK-B0.98	BuyBuy	Joint	Jan 13, 2020	$1,001 - $15,000mid $8K	Stock	modelled
8	JT	BLF FedFund TDDXX [CS] other: F ILINg S TATUS : New S UBHoLDINg o F : Stocks, Bonds, & Mutual Funds D ESCRIPTIoN : Sweep sale Blackrock Liq FDS FedFund	—	S	01/13/2020	02/02/2020	$50,001 - $100,000	1.00	—0.00	SellSell	Joint	Jan 13, 2020	$50,001 - $100,000mid $75K	Bond	not modelled
9	JT	BLF FedFund TDDXX [CS] other: F ILINg S TATUS : New S UBHoLDINg o F : Stocks, Bonds, & Mutual Funds D ESCRIPTIoN : Sweep sale Blackrock Liq FDS FedFund	—	S	01/09/2020	02/02/2020	$100,001 - $250,000	1.00	—0.00	SellSell	Joint	Jan 9, 2020	$100,001 - $250,000mid $175K	Bond	not modelled
10	JT	BLF FedFund TDDXX [CS] other: F ILINg S TATUS : New S UBHoLDINg o F : Stocks, Bonds, & Mutual Funds D ESCRIPTIoN : Sweep sale Blackrock Liq FDS FedFund	—	S	01/10/2020	02/02/2020	$15,001 - $50,000	1.00	—0.00	SellSell	Joint	Jan 10, 2020	$15,001 - $50,000mid $32.5K	Bond	not modelled
11	JT	BLF FedFund TDDXX [CS] other: F ILINg S TATUS : New S UBHoLDINg o F : Stocks, Bonds, & Mutual Funds D ESCRIPTIoN : Sweep sale Blackrock Liq FDS FedFund	—	S	01/16/2020	02/02/2020	$1,001 - $15,000	1.00	—0.00	SellSell	Joint	Jan 16, 2020	$1,001 - $15,000mid $8K	Bond	not modelled
12	JT	BLF FedFund TDDXX [CS] other: F ILINg S TATUS : New S UBHoLDINg o F : Stocks, Bonds, & Mutual Funds D ESCRIPTIoN : Sweep sale Blackrock Liq FDS FedFund	—	S	01/15/2020	02/02/2020	$1,001 - $15,000	1.00	—0.00	SellSell	Joint	Jan 15, 2020	$1,001 - $15,000mid $8K	Bond	not modelled
13	JT	BLF FedFund TDDXX [CS] other: F ILINg S TATUS : New S UBHoLDINg o F : Stocks, Bonds, & Mutual Funds D ESCRIPTIoN : Sweep sale Blackrock Liq FDS FedFund	—	S	01/14/2020	02/02/2020	$50,001 - $100,000	1.00	—0.00	SellSell	Joint	Jan 14, 2020	$50,001 - $100,000mid $75K	Bond	not modelled
14	JT	BLF FedFund TDDXX [CS] other: F ILINg S TATUS : New S UBHoLDINg o F : Stocks, Bonds, & Mutual Funds D ESCRIPTIoN : Sweep sale Blackrock Liq FDS FedFund	—	S	01/24/2020	02/02/2020	$15,001 - $50,000	1.00	—0.00	SellSell	Joint	Jan 24, 2020	$15,001 - $50,000mid $32.5K	Bond	not modelled
15	JT	BLF FedFund TDDXX [CS] other: F ILINg S TATUS : New S UBHoLDINg o F : Stocks, Bonds, & Mutual Funds D ESCRIPTIoN : Sweep sale Blackrock Liq FDS FedFund	—	S	01/27/2020	02/02/2020	$15,001 - $50,000	1.00	—0.00	SellSell	Joint	Jan 27, 2020	$15,001 - $50,000mid $32.5K	Bond	not modelled
16	JT	BLF FedFund TDDXX [CS] other: F ILINg S TATUS : New S UBHoLDINg o F : Stocks, Bonds, & Mutual Funds D ESCRIPTIoN : Sweep sale Blackrock Liq FDS FedFund	—	S	01/30/2020	02/02/2020	$15,001 - $50,000	1.00	—0.00	SellSell	Joint	Jan 30, 2020	$15,001 - $50,000mid $32.5K	Bond	not modelled
17	JT	BLF FedFund TDDXX [CS] other: F ILINg S TATUS : New S UBHoLDINg o F : Stocks, Bonds, & Mutual Funds D ESCRIPTIoN : Sweep sale Blackrock Liq FDS FedFund	—	S	01/29/2020	02/02/2020	$1,001 - $15,000	1.00	—0.00	SellSell	Joint	Jan 29, 2020	$1,001 - $15,000mid $8K	Bond	not modelled
18	JT	BLF FedFund TDDXX [CS] other: F ILINg S TATUS : New S UBHoLDINg o F : Stocks, Bonds, & Mutual Funds D ESCRIPTIoN : Sweep sale Blackrock Liq FDS FedFund	—	S	01/28/2020	02/02/2020	$50,001 - $100,000	1.00	—0.00	SellSell	Joint	Jan 28, 2020	$50,001 - $100,000mid $75K	Bond	not modelled
19	JT	Citigroup, Inc. (C) [ST] other: F ILINg S TATUS : New S UBHoLDINg o F : Stocks, Bonds, & Mutual Funds D ESCRIPTIoN : 100 units Citigroup Inc.	C	P	01/27/2020	02/02/2020	$1,001 - $15,000	1.00	C0.98	BuyBuy	Joint	Jan 27, 2020	$1,001 - $15,000mid $8K	Stock	modelled
20	JT	Citigroup, Inc. (C) [ST] other: F ILINg S TATUS : New S UBHoLDINg o F : Stocks, Bonds, & Mutual Funds D ESCRIPTIoN : 50 units Citigroup Inc.	C	P	01/09/2020	02/02/2020	$1,001 - $15,000	1.00	C0.98	BuyBuy	Joint	Jan 9, 2020	$1,001 - $15,000mid $8K	Stock	modelled
21	JT	Cognex Corporation (CgNX) [ST] other: F ILINg S TATUS : New S UBHoLDINg o F : Stocks, Bonds, & Mutual Funds D ESCRIPTIoN : 50 units Cognex Corp	—	P	01/28/2020	02/02/2020	$1,001 - $15,000	1.00	CGNX0.95	BuyBuy	Joint	Jan 28, 2020	$1,001 - $15,000mid $8K	Stock	modelled
22	JT	CryoPort, Inc. (CYRX) [ST] other: F ILINg S TATUS : New S UBHoLDINg o F : Stocks, Bonds, & Mutual Funds D ESCRIPTIoN : 200 units Cryoport Inc. Common Par	CYRX	P	01/13/2020	02/02/2020	$1,001 - $15,000	1.00	CYRX0.98	BuyBuy	Joint	Jan 13, 2020	$1,001 - $15,000mid $8K	Stock	modelled
23	JT	Daifuku Co Ltd ordinary Shares (DAIUF) [ST] other: F ILINg S TATUS : New S UBHoLDINg o F : Stocks, Bonds, & Mutual Funds D ESCRIPTIoN : 100 units Daifuku Co Ltd	DAIUF	P	01/29/2020	02/02/2020	$1,001 - $15,000	1.00	DAIUF0.98	BuyBuy	Joint	Jan 29, 2020	$1,001 - $15,000mid $8K	Stock	modelled
24	JT	Delta Air Lines, Inc. (DAL) [ST] other: F ILINg S TATUS : New S UBHoLDINg o F : Stocks, Bonds, & Mutual Funds D ESCRIPTIoN : 50 units Delta Air Lines Inc	DAL	P	01/24/2020	02/02/2020	$1,001 - $15,000	1.00	DAL0.98	BuyBuy	Joint	Jan 24, 2020	$1,001 - $15,000mid $8K	Stock	modelled
25	JT	Delta Air Lines, Inc. (DAL) [ST] other: F ILINg S TATUS : New S UBHoLDINg o F : Stocks, Bonds, & Mutual Funds D ESCRIPTIoN : 100 units Delta Air Lines Inc.	DAL	P	01/15/2020	02/02/2020	$1,001 - $15,000	1.00	DAL0.98	BuyBuy	Joint	Jan 15, 2020	$1,001 - $15,000mid $8K	Stock	modelled
26	JT	District Columbia Rev 4.00% [gS] other: F ILINg S TATUS : New S UBHoLDINg o F : Stocks, Bonds, & Mutual Funds D ESCRIPTIoN : 50,000 units District Columbia Rev 4.00% 04/01/32	—	P	01/09/2020	02/02/2020	$50,001 - $100,000	1.00	—0.00	BuyBuy	Joint	Jan 9, 2020	$50,001 - $100,000mid $75K	Unknown	Reviewnot modelled
27	JT	Ecolab Inc. (ECL) [ST] other: F ILINg S TATUS : New S UBHoLDINg o F : Stocks, Bonds, & Mutual Funds D ESCRIPTIoN : 50 units Ecolab Inc.	ECL	P	01/14/2020	02/02/2020	$1,001 - $15,000	1.00	ECL0.98	BuyBuy	Joint	Jan 14, 2020	$1,001 - $15,000mid $8K	Stock	modelled
28	JT	Editas Medicine, Inc. (EDIT) [ST] other: F ILINg S TATUS : New S UBHoLDINg o F : Stocks, Bonds, & Mutual Funds D ESCRIPTIoN : 75 units of Editas Medicine Inc. common	EDIT	P	01/09/2020	02/02/2020	$1,001 - $15,000	1.00	EDIT0.98	BuyBuy	Joint	Jan 9, 2020	$1,001 - $15,000mid $8K	Stock	modelled
29	JT	Editas Medicine, Inc. (EDIT) [ST] other: F ILINg S TATUS : New S UBHoLDINg o F : Stocks, Bonds, & Mutual Funds D ESCRIPTIoN : 75 units Editas Medicine Inc.	EDIT	P	01/27/2020	02/02/2020	$1,001 - $15,000	1.00	EDIT0.98	BuyBuy	Joint	Jan 27, 2020	$1,001 - $15,000mid $8K	Stock	modelled
30	JT	Estee Lauder Companies, Inc. (EL) [ST] other: F ILINg S TATUS : New S UBHoLDINg o F : Stocks, Bonds, & Mutual Funds D ESCRIPTIoN : 25 units Estee Lauder Companies Class A	EL	P	01/24/2020	02/02/2020	$1,001 - $15,000	1.00	EL0.98	BuyBuy	Joint	Jan 24, 2020	$1,001 - $15,000mid $8K	Stock	modelled
31	JT	Estee Lauder Companies, Inc. (EL) [ST] other: F ILINg S TATUS : New S UBHoLDINg o F : Stocks, Bonds, & Mutual Funds D ESCRIPTIoN : 50 units Estee Lauder Companies Class A	EL	P	01/14/2020	02/02/2020	$1,001 - $15,000	1.00	EL0.98	BuyBuy	Joint	Jan 14, 2020	$1,001 - $15,000mid $8K	Stock	modelled
32	JT	Fanuc Limited ordinary Shares (FANUF) [ST] other: F ILINg S TATUS : New S UBHoLDINg o F : Stocks, Bonds, & Mutual Funds D ESCRIPTIoN : 10 units FANUC Ltd	FANUF	P	01/16/2020	02/02/2020	$1,001 - $15,000	1.00	FANUY0.95	BuyBuy	Joint	Jan 16, 2020	$1,001 - $15,000mid $8K	Stock	Reviewmodelled
33	JT	FLIR Systems, Inc. (FLIR) [ST] other: F ILINg S TATUS : New S UBHoLDINg o F : Stocks, Bonds, & Mutual Funds D ESCRIPTIoN : 50 units Flir Systems Inc.	FLIR	P	01/24/2020	02/02/2020	$1,001 - $15,000	1.00	—0.60	BuyBuy	Joint	Jan 24, 2020	$1,001 - $15,000mid $8K	Stock	Reviewnot modelled
34	JT	goldman Sachs group, Inc. (gS) [ST] other: F ILINg S TATUS : New S UBHoLDINg o F : Stocks, Bonds, & Mutual Funds D ESCRIPTIoN : 25 units goldman Sachs group Inc.	—	P	01/27/2020	02/02/2020	$1,001 - $15,000	1.00	GS0.95	BuyBuy	Joint	Jan 27, 2020	$1,001 - $15,000mid $8K	Stock	modelled
35	JT	Illumina, Inc. (ILMN) [ST] other: F ILINg S TATUS : New S UBHoLDINg o F : Stocks, Bonds, & Mutual Funds D ESCRIPTIoN : 10 units Illumina Inc	ILMN	P	01/10/2020	02/02/2020	$1,001 - $15,000	1.00	ILMN0.98	BuyBuy	Joint	Jan 10, 2020	$1,001 - $15,000mid $8K	Stock	modelled
36	JT	Illumina, Inc. (ILMN) [ST] other: F ILINg S TATUS : New S UBHoLDINg o F : Stocks, Bonds, & Mutual Funds D ESCRIPTIoN : 15 units Illumina Inc.	ILMN	P	01/27/2020	02/02/2020	$1,001 - $15,000	1.00	ILMN0.98	BuyBuy	Joint	Jan 27, 2020	$1,001 - $15,000mid $8K	Stock	modelled
37	JT	Impinj, Inc. (PI) [ST] other: F ILINg S TATUS : New S UBHoLDINg o F : Stocks, Bonds, & Mutual Funds D ESCRIPTIoN : 115 units Impinj Inc.	PI	P	01/28/2020	02/02/2020	$1,001 - $15,000	1.00	PI0.98	BuyBuy	Joint	Jan 28, 2020	$1,001 - $15,000mid $8K	Stock	modelled
38	JT	Intellia Therapeutics, Inc. (NTLA) [ST] other: F ILINg S TATUS : New S UBHoLDINg o F : Stocks, Bonds, & Mutual Funds D ESCRIPTIoN : 25 units Intellia Therapeutics Inc	NTLA	P	01/14/2020	02/02/2020	$1,001 - $15,000	1.00	NTLA0.98	BuyBuy	Joint	Jan 14, 2020	$1,001 - $15,000mid $8K	Stock	modelled
39	JT	Intuitive Surgical, Inc. (ISRg) [ST] other: F ILINg S TATUS : New S UBHoLDINg o F : Stocks, Bonds, & Mutual Funds D ESCRIPTIoN : 5 units Intuitive Surgical Inc.	—	P	01/28/2020	02/02/2020	$1,001 - $15,000	1.00	ISRG0.95	BuyBuy	Joint	Jan 28, 2020	$1,001 - $15,000mid $8K	Stock	modelled
40	JT	London Stock Exchange group plc ordinary Shares (LDNXF) [ST] other: F ILINg S TATUS : New S UBHoLDINg o F : Stocks, Bonds, & Mutual Funds D ESCRIPTIoN : 100 units London Stock Exchange ordinary	LDNXF	P	01/28/2020	02/02/2020	$1,001 - $15,000	1.00	LSEGY0.95	BuyBuy	Joint	Jan 28, 2020	$1,001 - $15,000mid $8K	Stock	Reviewmodelled
41	JT	London Stock Exchange group plc ordinary Shares (LDNXF) [ST] other: F ILINg S TATUS : New S UBHoLDINg o F : Stocks, Bonds, & Mutual Funds D ESCRIPTIoN : 100 units London Stock Exchange ordinary	LDNXF	P	01/14/2020	02/02/2020	$1,001 - $15,000	1.00	LSEGY0.95	BuyBuy	Joint	Jan 14, 2020	$1,001 - $15,000mid $8K	Stock	Reviewmodelled
42	JT	LVMH Moet Hennessy Louis Vuitton Unsponsored American Depositary Receipt (LVMUY) [ST] other: F ILINg S TATUS : New S UBHoLDINg o F : Stocks, Bonds, & Mutual Funds D ESCRIPTIoN : 75 units LVMH Moet Hennessy ADR	LVMUY	P	01/24/2020	02/02/2020	$1,001 - $15,000	1.00	LVMUY0.98	BuyBuy	Joint	Jan 24, 2020	$1,001 - $15,000mid $8K	Stock	modelled
43	JT	LVMH Moet Hennessy Louis Vuitton Unsponsored American Depositary Receipt (LVMUY) [ST] other: F ILINg S TATUS : New S UBHoLDINg o F : Stocks, Bonds, & Mutual Funds D ESCRIPTIoN : 50 units LVMH Moet Hennessy ADR	LVMUY	P	01/09/2020	02/02/2020	$1,001 - $15,000	1.00	LVMUY0.98	BuyBuy	Joint	Jan 9, 2020	$1,001 - $15,000mid $8K	Stock	modelled
44	JT	Microsoft Corporation (MSFT) [ST] other: F ILINg S TATUS : New S UBHoLDINg o F : Stocks, Bonds, & Mutual Funds D ESCRIPTIoN : 75 units Microsoft Corp	MSFT	P	01/09/2020	02/02/2020	$1,001 - $15,000	1.00	MSFT0.98	BuyBuy	Joint	Jan 9, 2020	$1,001 - $15,000mid $8K	Stock	modelled
45	JT	Microsoft Corporation (MSFT) [ST] other: F ILINg S TATUS : New S UBHoLDINg o F : Stocks, Bonds, & Mutual Funds D ESCRIPTIoN : 25 units Microsoft Corp	MSFT	P	01/24/2020	02/02/2020	$1,001 - $15,000	1.00	MSFT0.98	BuyBuy	Joint	Jan 24, 2020	$1,001 - $15,000mid $8K	Stock	modelled
46	JT	MSCI Inc (MSCI) [ST] other: F ILINg S TATUS : New S UBHoLDINg o F : Stocks, Bonds, & Mutual Funds D ESCRIPTIoN : 25 units MSCI Inc. Class A	MSCI	P	01/27/2020	02/02/2020	$1,001 - $15,000	1.00	MSCI0.98	BuyBuy	Joint	Jan 27, 2020	$1,001 - $15,000mid $8K	Stock	modelled
47	JT	MSCI Inc (MSCI) [ST] other: F ILINg S TATUS : New S UBHoLDINg o F : Stocks, Bonds, & Mutual Funds D ESCRIPTIoN : 25 units MSCI inc Class A	MSCI	P	01/10/2020	02/02/2020	$1,001 - $15,000	1.00	MSCI0.98	BuyBuy	Joint	Jan 10, 2020	$1,001 - $15,000mid $8K	Stock	modelled
48	JT	Nasdaq, Inc. (NDAQ) [ST] other: F ILINg S TATUS : New S UBHoLDINg o F : Stocks, Bonds, & Mutual Funds D ESCRIPTIoN : 25 units NASDAQ Inc.	NDAQ	P	01/24/2020	02/02/2020	$1,001 - $15,000	1.00	NDAQ0.98	BuyBuy	Joint	Jan 24, 2020	$1,001 - $15,000mid $8K	Stock	modelled
49	JT	Nestle SA Sponsored ADR representing Registered Shares Series B (NSRgY) [ST] other: F ILINg S TATUS : New S UBHoLDINg o F : Stocks, Bonds, & Mutual Funds D ESCRIPTIoN : 50 units Nestle NAM Spon ADR	—	P	01/27/2020	02/02/2020	$1,001 - $15,000	1.00	—0.00	BuyBuy	Joint	Jan 27, 2020	$1,001 - $15,000mid $8K	Stock	not modelled
50	JT	Nestle SA Sponsored ADR representing Registered Shares Series B (NSRgY) [ST] other: F ILINg S TATUS : New S UBHoLDINg o F : Stocks, Bonds, & Mutual Funds D ESCRIPTIoN : 50 units Nestle NAM Sponsored ADR	—	P	01/09/2020	02/02/2020	$1,001 - $15,000	1.00	—0.00	BuyBuy	Joint	Jan 9, 2020	$1,001 - $15,000mid $8K	Stock	not modelled
51	JT	New York State MTg AgY 3.45% [gS] other: F ILINg S TATUS : New S UBHoLDINg o F : Stocks, Bonds, & Mutual Funds D ESCRIPTIoN : 50,000 units New York State MTg AgY 3.45% 10/01/33	—	P	01/13/2020	02/02/2020	$50,001 - $100,000	1.00	—0.00	BuyBuy	Joint	Jan 13, 2020	$50,001 - $100,000mid $75K	Unknown	Reviewnot modelled
52	JT	NextEra Energy, Inc. (NEE) [ST] other: F ILINg S TATUS : New S UBHoLDINg o F : Stocks, Bonds, & Mutual Funds D ESCRIPTIoN : 50 units Nextera Energy Inc	NEE	P	01/14/2020	02/02/2020	$1,001 - $15,000	1.00	NEE0.98	BuyBuy	Joint	Jan 14, 2020	$1,001 - $15,000mid $8K	Stock	modelled
53	JT	NextEra Energy, Inc. (NEE) [ST] other: F ILINg S TATUS : New S UBHoLDINg o F : Stocks, Bonds, & Mutual Funds D ESCRIPTIoN : 25 units Nextera Energy Inc.	NEE	P	01/28/2020	02/02/2020	$1,001 - $15,000	1.00	NEE0.98	BuyBuy	Joint	Jan 28, 2020	$1,001 - $15,000mid $8K	Stock	modelled
54	JT	Nike, Inc. (NKE) [ST] other: F ILINg S TATUS : New S UBHoLDINg o F : Stocks, Bonds, & Mutual Funds D ESCRIPTIoN : 50 units Nike Inc Class B	NKE	P	01/10/2020	02/02/2020	$1,001 - $15,000	1.00	NKE0.98	BuyBuy	Joint	Jan 10, 2020	$1,001 - $15,000mid $8K	Stock	modelled
55	JT	Nike, Inc. (NKE) [ST] other: F ILINg S TATUS : New S UBHoLDINg o F : Stocks, Bonds, & Mutual Funds D ESCRIPTIoN : 25 units Nike Inc Class B	NKE	P	01/27/2020	02/02/2020	$1,001 - $15,000	1.00	NKE0.98	BuyBuy	Joint	Jan 27, 2020	$1,001 - $15,000mid $8K	Stock	modelled
56	JT	Novartis Ag (NVS) [ST] other: F ILINg S TATUS : New S UBHoLDINg o F : Stocks, Bonds, & Mutual Funds D ESCRIPTIoN : 50 Units Novartis Ag Spon ADR	NVS	P	01/27/2020	02/02/2020	$1,001 - $15,000	1.00	NVS0.98	BuyBuy	Joint	Jan 27, 2020	$1,001 - $15,000mid $8K	Stock	modelled
57	JT	Novartis Ag (NVS) [ST] other: F ILINg S TATUS : New S UBHoLDINg o F : Stocks, Bonds, & Mutual Funds D ESCRIPTIoN : 25 units Novartis Ag Spon ADR	NVS	P	01/14/2020	02/02/2020	$1,001 - $15,000	1.00	NVS0.98	BuyBuy	Joint	Jan 14, 2020	$1,001 - $15,000mid $8K	Stock	modelled
58	JT	NVIDIA Corporation (NVDA) [ST] other: F ILINg S TATUS : New S UBHoLDINg o F : Stocks, Bonds, & Mutual Funds D ESCRIPTIoN : 25 units NVIDIA Corp	NVDA	P	01/10/2020	02/02/2020	$1,001 - $15,000	1.00	NVDA0.98	BuyBuy	Joint	Jan 10, 2020	$1,001 - $15,000mid $8K	Stock	modelled
59	JT	Pepsico, Inc. (PEP) [ST] other: F ILINg S TATUS : New S UBHoLDINg o F : Stocks, Bonds, & Mutual Funds D ESCRIPTIoN : 25 units Pepsico Inc.	PEP	P	01/13/2020	02/02/2020	$1,001 - $15,000	1.00	PEP0.98	BuyBuy	Joint	Jan 13, 2020	$1,001 - $15,000mid $8K	Stock	modelled
60	JT	Roper Technologies, Inc. (RoP) [ST] other: F ILINg S TATUS : New S UBHoLDINg o F : Stocks, Bonds, & Mutual Funds D ESCRIPTIoN : 20 units Roper Technologies Inc.	—	P	01/14/2020	02/02/2020	$1,001 - $15,000	1.00	ROP0.95	BuyBuy	Joint	Jan 14, 2020	$1,001 - $15,000mid $8K	Stock	modelled
61	JT	Roper Technologies, Inc. (RoP) [ST] other: F ILINg S TATUS : New S UBHoLDINg o F : Stocks, Bonds, & Mutual Funds D ESCRIPTIoN : 25 units Roper Technologies Inc	—	P	01/24/2020	02/02/2020	$1,001 - $15,000	1.00	ROP0.95	BuyBuy	Joint	Jan 24, 2020	$1,001 - $15,000mid $8K	Stock	modelled
62	JT	Splunk Inc. (SPLK) [ST] other: F ILINg S TATUS : New S UBHoLDINg o F : Stocks, Bonds, & Mutual Funds D ESCRIPTIoN : 50 units Splunk Inc.	SPLK	P	01/24/2020	02/02/2020	$1,001 - $15,000	1.00	—0.60	BuyBuy	Joint	Jan 24, 2020	$1,001 - $15,000mid $8K	Stock	Reviewnot modelled
63	JT	Square, Inc. Class A (SQ) [ST] other: F ILINg S TATUS : New S UBHoLDINg o F : Stocks, Bonds, & Mutual Funds D ESCRIPTIoN : 200 units Square Inc Class A common	SQ	P	01/28/2020	02/02/2020	$1,001 - $15,000	1.00	—0.60	BuyBuy	Joint	Jan 28, 2020	$1,001 - $15,000mid $8K	Stock	Reviewnot modelled
64	JT	Target Corporation (TgT) [ST] other: F ILINg S TATUS : New S UBHoLDINg o F : Stocks, Bonds, & Mutual Funds D ESCRIPTIoN : 25 units Target Corp	—	P	01/24/2020	02/02/2020	$1,001 - $15,000	1.00	TGT0.95	BuyBuy	Joint	Jan 24, 2020	$1,001 - $15,000mid $8K	Stock	modelled
65	JT	Target Corporation (TgT) [ST] other: F ILINg S TATUS : New S UBHoLDINg o F : Stocks, Bonds, & Mutual Funds D ESCRIPTIoN : 25 units Target Corp	—	P	01/13/2020	02/02/2020	$1,001 - $15,000	1.00	TGT0.95	BuyBuy	Joint	Jan 13, 2020	$1,001 - $15,000mid $8K	Stock	modelled
66	JT	Teladoc Health, Inc. (TDoC) [ST] other: F ILINg S TATUS : New S UBHoLDINg o F : Stocks, Bonds, & Mutual Funds D ESCRIPTIoN : 50 units Teledoc Healthy Inc common	—	P	01/09/2020	02/02/2020	$1,001 - $15,000	1.00	TDOC0.95	BuyBuy	Joint	Jan 9, 2020	$1,001 - $15,000mid $8K	Stock	modelled
67	JT	Teladoc Health, Inc. (TDoC) [ST] other: F ILINg S TATUS : New S UBHoLDINg o F : Stocks, Bonds, & Mutual Funds D ESCRIPTIoN : 50 units Teladoc Health Inc common	—	P	01/28/2020	02/02/2020	$1,001 - $15,000	1.00	TDOC0.95	BuyBuy	Joint	Jan 28, 2020	$1,001 - $15,000mid $8K	Stock	modelled
68	JT	Terreno Realty Corporation (TRNo) [ST] other: F ILINg S TATUS : New S UBHoLDINg o F : Stocks, Bonds, & Mutual Funds D ESCRIPTIoN : 100 units Terreno Realty Corp	—	P	01/10/2020	02/02/2020	$1,001 - $15,000	1.00	TRNO0.95	BuyBuy	Joint	Jan 10, 2020	$1,001 - $15,000mid $8K	Stock	modelled
69	JT	Terreno Realty Corporation (TRNo) [ST] other: F ILINg S TATUS : New S UBHoLDINg o F : Stocks, Bonds, & Mutual Funds D ESCRIPTIoN : 50 units Terreno Realty Corp	—	P	01/24/2020	02/02/2020	$1,001 - $15,000	1.00	TRNO0.95	BuyBuy	Joint	Jan 24, 2020	$1,001 - $15,000mid $8K	Stock	modelled
70	JT	TJX Companies, Inc. (TJX) [ST] other: F ILINg S TATUS : New S UBHoLDINg o F : Stocks, Bonds, & Mutual Funds D ESCRIPTIoN : 75 units TJX Companies Inc.	TJX	P	01/27/2020	02/02/2020	$1,001 - $15,000	1.00	TJX0.98	BuyBuy	Joint	Jan 27, 2020	$1,001 - $15,000mid $8K	Stock	modelled
71	JT	TJX Companies, Inc. (TJX) [ST] other: F ILINg S TATUS : New S UBHoLDINg o F : Stocks, Bonds, & Mutual Funds D ESCRIPTIoN : 125 units TJX Companies Inc. New	TJX	P	01/13/2020	02/02/2020	$1,001 - $15,000	1.00	TJX0.98	BuyBuy	Joint	Jan 13, 2020	$1,001 - $15,000mid $8K	Stock	modelled
72	JT	UnitedHealth group Incorporated Common Stock (UNH) [ST] other: F ILINg S TATUS : New S UBHoLDINg o F : Stocks, Bonds, & Mutual Funds D ESCRIPTIoN : 25 units UnitedHealth group Inc.	UNH	P	01/09/2020	02/02/2020	$1,001 - $15,000	1.00	UNH0.98	BuyBuy	Joint	Jan 9, 2020	$1,001 - $15,000mid $8K	Stock	modelled
73	JT	Verizon Communications Inc. (VZ) [ST] other: F ILINg S TATUS : New S UBHoLDINg o F : Stocks, Bonds, & Mutual Funds D ESCRIPTIoN : 50 units Verizon Communications	VZ	P	01/14/2020	02/02/2020	$1,001 - $15,000	1.00	VZ0.98	BuyBuy	Joint	Jan 14, 2020	$1,001 - $15,000mid $8K	Stock	modelled
74	JT	Visa Inc. (V) [ST] other: F ILINg S TATUS : New S UBHoLDINg o F : Stocks, Bonds, & Mutual Funds D ESCRIPTIoN : 50 units Visa Inc Class A	V	P	01/14/2020	02/02/2020	$1,001 - $15,000	1.00	V0.98	BuyBuy	Joint	Jan 14, 2020	$1,001 - $15,000mid $8K	Stock	modelled
75	JT	Walt Disney Company (DIS) [ST] other: F ILINg S TATUS : New S UBHoLDINg o F : Stocks, Bonds, & Mutual Funds D ESCRIPTIoN : 50 units The Walt Disney Co	DIS	P	01/10/2020	02/02/2020	$1,001 - $15,000	1.00	DIS0.98	BuyBuy	Joint	Jan 10, 2020	$1,001 - $15,000mid $8K	Stock	modelled
76	JT	Walt Disney Company (DIS) [ST] other: F ILINg S TATUS : New S UBHoLDINg o F : Stocks, Bonds, & Mutual Funds D ESCRIPTIoN : 25 units The Walt Disney Co	DIS	P	01/27/2020	02/02/2020	$1,001 - $15,000	1.00	DIS0.98	BuyBuy	Joint	Jan 27, 2020	$1,001 - $15,000mid $8K	Stock	modelled