Official filing metadata
- Filer (as printed)
- Hon. Donald Sternoff Beyer Jr
- Office (as printed)
- VA08
- Chamber
- House
- Filing type
- ptr
- Filing date
- May 31, 2020
- Filing year
- 2020
- Document format
Processing (ours)
- Status
- Parsed
- Rows parsed
- 73
- Parser version
- house_pdf_v1
- Fetched
- Sep 9, 2026
- Parsed
- Sep 9, 2026
- Internal id
- 1170
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 · 73
Left: official, as printed · Right: normalized
| 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 : sale 25 units Accenture PLC | ACN | S | 05/01/2020 | 05/31/2020 | $1,001 - $15,000 | 1.00 | ACN0.98 | SellSell | Joint | May 1, 2020 | $1,001 - $15,000mid $8K | Stock | modelled |
| 2 | 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 : sale 25 units Accenture PLC | ACN | S | 05/07/2020 | 05/31/2020 | $1,001 - $15,000 | 1.00 | ACN0.98 | SellSell | Joint | May 7, 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 : sale of 5 units of Alphabet Inc Class C | — | S | 05/01/2020 | 05/31/2020 | $1,001 - $15,000 | 1.00 | GOOGL0.95 | SellSell | Joint | May 1, 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 : sales of 3 units Amazon.Com Inc | AMZN | S | 05/01/2020 | 05/31/2020 | $1,001 - $15,000 | 1.00 | AMZN0.98 | SellSell | Joint | May 1, 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 : sale of 25 units Apple Inc. common | AAPL | S | 05/01/2020 | 05/31/2020 | $1,001 - $15,000 | 1.00 | AAPL0.98 | SellSell | Joint | May 1, 2020 | $1,001 - $15,000mid $8K | Stock | modelled |
| 6 | JT | Apple Inc. (AAPL) [ST] other: F ILINg S TATUS : New S UBHoLDINg o F : Stocks, Bonds, & Mutual Funds D ESCRIPTIoN : sale 15 units Apple Inc common | AAPL | S | 05/07/2020 | 05/31/2020 | $1,001 - $15,000 | 1.00 | AAPL0.98 | SellSell | Joint | May 7, 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 : sale 30 units Berkshire Hathaway Inc Class B | BRK.B | S | 05/07/2020 | 05/31/2020 | $1,001 - $15,000 | 1.00 | BRK-B0.98 | SellSell | Joint | May 7, 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 purchase Blackrock Liq FDS Fedfund | — | P | 05/08/2020 | 05/31/2020 | $1,001 - $15,000 | 1.00 | —0.00 | BuyBuy | Joint | May 8, 2020 | $1,001 - $15,000mid $8K | 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 purchase Blackrock Liq FDS Fedfund | — | P | 05/20/2020 | 05/31/2020 | $1,001 - $15,000 | 1.00 | —0.00 | BuyBuy | Joint | May 20, 2020 | $1,001 - $15,000mid $8K | 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 | 05/19/2020 | 05/31/2020 | $500,001 - $1,000,000 | 1.00 | —0.00 | SellSell | Joint | May 19, 2020 | $500,001 - $1,000,000mid $750K | 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 | 05/18/2020 | 05/31/2020 | $50,001 - $100,000 | 1.00 | —0.00 | SellSell | Joint | May 18, 2020 | $50,001 - $100,000mid $75K | 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 | 05/21/2020 | 05/31/2020 | $15,001 - $50,000 | 1.00 | —0.00 | SellSell | Joint | May 21, 2020 | $15,001 - $50,000mid $32.5K | 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 purchase Blackrock Liq FDS Fedfund | — | P | 05/04/2020 | 05/31/2020 | $15,001 - $50,000 | 1.00 | —0.00 | BuyBuy | Joint | May 4, 2020 | $15,001 - $50,000mid $32.5K | 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 purchase Blackrock Liq FDS Fedfund | — | P | 05/11/2020 | 05/31/2020 | $1,001 - $15,000 | 1.00 | —0.00 | BuyBuy | Joint | May 11, 2020 | $1,001 - $15,000mid $8K | 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 purchase Blackrock Liq FDS Fedfund | — | P | 05/07/2020 | 05/31/2020 | $15,001 - $50,000 | 1.00 | —0.00 | BuyBuy | Joint | May 7, 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 purchase Blackrock Liq FDS Fedfund | — | P | 05/01/2020 | 05/31/2020 | $50,001 - $100,000 | 1.00 | —0.00 | BuyBuy | Joint | May 1, 2020 | $50,001 - $100,000mid $75K | Bond | not modelled |
| 17 | JT | California St Var Purp 4.00% 08/01/36 [gS] other: F ILINg S TATUS : New S UBHoLDINg o F : Stocks, Bonds, & Mutual Funds D ESCRIPTIoN : 25,000 units California State Var Purp 4.00% 08/01/36 | — | P | 05/21/2020 | 05/31/2020 | $15,001 - $50,000 | 1.00 | —0.00 | BuyBuy | Joint | May 21, 2020 | $15,001 - $50,000mid $32.5K | Unknown | Reviewnot modelled |
| 18 | JT | Citigroup, Inc. (C) [ST] other: F ILINg S TATUS : New S UBHoLDINg o F : Stocks, Bonds, & Mutual Funds D ESCRIPTIoN : sale of 25 units of Citigroup Inc | C | S | 05/01/2020 | 05/31/2020 | $1,001 - $15,000 | 1.00 | C0.98 | SellSell | Joint | May 1, 2020 | $1,001 - $15,000mid $8K | Stock | modelled |
| 19 | JT | Citigroup, Inc. (C) [ST] other: F ILINg S TATUS : New S UBHoLDINg o F : Stocks, Bonds, & Mutual Funds D ESCRIPTIoN : sale 25 units Citigroup Inc. | C | S | 05/07/2020 | 05/31/2020 | $1,001 - $15,000 | 1.00 | C0.98 | SellSell | Joint | May 7, 2020 | $1,001 - $15,000mid $8K | Stock | modelled |
| 20 | JT | Cognex Corporation (CgNX) [ST] other: F ILINg S TATUS : New S UBHoLDINg o F : Stocks, Bonds, & Mutual Funds D ESCRIPTIoN : sale 75 units Cognex Corp | — | S | 05/01/2020 | 05/31/2020 | $1,001 - $15,000 | 1.00 | CGNX0.95 | SellSell | Joint | May 1, 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 : sale 25 units Cognex Corp | — | S | 05/07/2020 | 05/31/2020 | $1,001 - $15,000 | 1.00 | CGNX0.95 | SellSell | Joint | May 7, 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 : sale 100 units Cryoport Inc Common par | CYRX | S | 05/07/2020 | 05/31/2020 | $1,001 - $15,000 | 1.00 | CYRX0.98 | SellSell | Joint | May 7, 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 : sale 50 units Daifuku Co Ltd | DAIUF | S | 05/07/2020 | 05/31/2020 | $1,001 - $15,000 | 1.00 | DAIUF0.98 | SellSell | Joint | May 7, 2020 | $1,001 - $15,000mid $8K | Stock | modelled |
| 24 | JT | Daifuku Co Ltd ordinary Shares (DAIUF) [ST] other: F ILINg S TATUS : New S UBHoLDINg o F : Stocks, Bonds, & Mutual Funds D ESCRIPTIoN : sale 25 units Daifuku Co Ltd | DAIUF | S | 05/11/2020 | 05/31/2020 | $1,001 - $15,000 | 1.00 | DAIUF0.98 | SellSell | Joint | May 11, 2020 | $1,001 - $15,000mid $8K | Stock | modelled |
| 25 | JT | Ecolab Inc. (ECL) [ST] other: F ILINg S TATUS : New S UBHoLDINg o F : Stocks, Bonds, & Mutual Funds D ESCRIPTIoN : sale 10 units Ecolab Inc. | ECL | S | 05/07/2020 | 05/31/2020 | $1,001 - $15,000 | 1.00 | ECL0.98 | SellSell | Joint | May 7, 2020 | $1,001 - $15,000mid $8K | Stock | modelled |
| 26 | JT | Ecolab Inc. (ECL) [ST] other: F ILINg S TATUS : New S UBHoLDINg o F : Stocks, Bonds, & Mutual Funds D ESCRIPTIoN : sale 25 units Ecolab Inc. | ECL | S | 05/01/2020 | 05/31/2020 | $1,001 - $15,000 | 1.00 | ECL0.98 | SellSell | Joint | May 1, 2020 | $1,001 - $15,000mid $8K | Stock | modelled |
| 27 | JT | Editas Medicine, Inc. (EDIT) [ST] other: F ILINg S TATUS : New S UBHoLDINg o F : Stocks, Bonds, & Mutual Funds D ESCRIPTIoN : sale 50 units Editas Medicine Inc Common | EDIT | S | 05/01/2020 | 05/31/2020 | $1,001 - $15,000 | 1.00 | EDIT0.98 | SellSell | Joint | May 1, 2020 | $1,001 - $15,000mid $8K | Stock | modelled |
| 28 | 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 | S | 05/01/2020 | 05/31/2020 | $1,001 - $15,000 | 1.00 | EL0.98 | SellSell | Joint | May 1, 2020 | $1,001 - $15,000mid $8K | Stock | modelled |
| 29 | JT | Estee Lauder Companies, Inc. (EL) [ST] other: F ILINg S TATUS : New S UBHoLDINg o F : Stocks, Bonds, & Mutual Funds D ESCRIPTIoN : sale 25 units Estee Lauder Companies Class A | EL | S | 05/08/2020 | 05/31/2020 | $1,001 - $15,000 | 1.00 | EL0.98 | SellSell | Joint | May 8, 2020 | $1,001 - $15,000mid $8K | Stock | modelled |
| 30 | JT | Fanuc Limited ordinary Shares (FANUF) [ST] other: F ILINg S TATUS : New S UBHoLDINg o F : Stocks, Bonds, & Mutual Funds D ESCRIPTIoN : sale 25 units Fanuc Ltd | FANUF | S | 05/07/2020 | 05/31/2020 | $1,001 - $15,000 | 1.00 | FANUY0.95 | SellSell | Joint | May 7, 2020 | $1,001 - $15,000mid $8K | Stock | Reviewmodelled |
| 31 | JT | FLIR Systems, Inc. (FLIR) [ST] other: F ILINg S TATUS : New S UBHoLDINg o F : Stocks, Bonds, & Mutual Funds D ESCRIPTIoN : sale 50 units FLIR Systems Inc | FLIR | S | 05/07/2020 | 05/31/2020 | $1,001 - $15,000 | 1.00 | —0.60 | SellSell | Joint | May 7, 2020 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 32 | JT | goldman Sachs group, Inc. (gS) [ST] other: F ILINg S TATUS : New S UBHoLDINg o F : Stocks, Bonds, & Mutual Funds D ESCRIPTIoN : sale 10 units goldman Sachs group Inc | — | S | 05/01/2020 | 05/31/2020 | $1,001 - $15,000 | 1.00 | GS0.95 | SellSell | Joint | May 1, 2020 | $1,001 - $15,000mid $8K | Stock | modelled |
| 33 | JT | guardant Health, Inc. (gH) [ST] other: F ILINg S TATUS : New S UBHoLDINg o F : Stocks, Bonds, & Mutual Funds D ESCRIPTIoN : sale 15 units guardant Health Inc. common | — | S | 05/01/2020 | 05/31/2020 | $1,001 - $15,000 | 1.00 | GH0.95 | SellSell | Joint | May 1, 2020 | $1,001 - $15,000mid $8K | Stock | modelled |
| 34 | JT | Horizon Discovery ordinary [PS] other: F ILINg S TATUS : New S UBHoLDINg o F : Stocks, Bonds, & Mutual Funds L oCATIoN : US D ESCRIPTIoN : sale 1,800 units Horizon Discovery ordinary HZD.LN | — | S | 05/11/2020 | 05/31/2020 | $1,001 - $15,000 | 1.00 | —0.00 | SellSell | Joint | May 11, 2020 | $1,001 - $15,000mid $8K | Other | not modelled |
| 35 | JT | Illumina, Inc. (ILMN) [ST] other: F ILINg S TATUS : New S UBHoLDINg o F : Stocks, Bonds, & Mutual Funds D ESCRIPTIoN : sale 10 units Illumina Inc. | ILMN | S | 05/01/2020 | 05/31/2020 | $1,001 - $15,000 | 1.00 | ILMN0.98 | SellSell | Joint | May 1, 2020 | $1,001 - $15,000mid $8K | Stock | modelled |
| 36 | JT | Intuitive Surgical, Inc. (ISRg) [ST] other: F ILINg S TATUS : New S UBHoLDINg o F : Stocks, Bonds, & Mutual Funds D ESCRIPTIoN : sale 5 units Intuitive Surgical Inc. | — | S | 05/01/2020 | 05/31/2020 | $1,001 - $15,000 | 1.00 | ISRG0.95 | SellSell | Joint | May 1, 2020 | $1,001 - $15,000mid $8K | Stock | modelled |
| 37 | JT | Intuitive Surgical, Inc. (ISRg) [ST] other: F ILINg S TATUS : New S UBHoLDINg o F : Stocks, Bonds, & Mutual Funds D ESCRIPTIoN : sale 5 units Intuitive Surgical Inc | — | S | 05/07/2020 | 05/31/2020 | $1,001 - $15,000 | 1.00 | ISRG0.95 | SellSell | Joint | May 7, 2020 | $1,001 - $15,000mid $8K | Stock | modelled |
| 38 | JT | ishares gold Trust (IAU) [ST] other: F ILINg S TATUS : New S UBHoLDINg o F : Stocks, Bonds, & Mutual Funds D ESCRIPTIoN : sale 100 units iShares gold Trust | IAU | S | 05/08/2020 | 05/31/2020 | $1,001 - $15,000 | 1.00 | IAU0.98 | SellSell | Joint | May 8, 2020 | $1,001 - $15,000mid $8K | Etf | modelled |
| 39 | JT | King Cnty Wash LTD 4.00% 12/01/32 [gS] other: F ILINg S TATUS : New S UBHoLDINg o F : Stocks, Bonds, & Mutual Funds D ESCRIPTIoN : purchase 35,000 units King County, Washington, 4.00% 12/01/32 | — | P | 05/18/2020 | 05/31/2020 | $15,001 - $50,000 | 1.00 | —0.00 | BuyBuy | Joint | May 18, 2020 | $15,001 - $50,000mid $32.5K | Unknown | Reviewnot 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 : sale 25 units London Stock Exchange ordinary | LDNXF | S | 05/04/2020 | 05/31/2020 | $1,001 - $15,000 | 1.00 | LSEGY0.95 | SellSell | Joint | May 4, 2020 | $1,001 - $15,000mid $8K | Stock | Reviewmodelled |
| 41 | JT | LVMH Moet Hennessy Louis Vuitton ordinary Shares (LVMHF) [ST] other: F ILINg S TATUS : New S UBHoLDINg o F : Stocks, Bonds, & Mutual Funds D ESCRIPTIoN : sale 50 units LVMH Moet Hennessy ADR | LVMHF | S | 05/01/2020 | 05/31/2020 | $1,001 - $15,000 | 1.00 | LVMUY0.95 | SellSell | Joint | May 1, 2020 | $1,001 - $15,000mid $8K | Stock | Reviewmodelled |
| 42 | JT | Microsoft Corporation (MSFT) [ST] other: F ILINg S TATUS : New S UBHoLDINg o F : Stocks, Bonds, & Mutual Funds D ESCRIPTIoN : sale 50 units Microsoft Corp | MSFT | S | 05/01/2020 | 05/31/2020 | $1,001 - $15,000 | 1.00 | MSFT0.98 | SellSell | Joint | May 1, 2020 | $1,001 - $15,000mid $8K | Stock | modelled |
| 43 | JT | MSCI Inc (MSCI) [ST] other: F ILINg S TATUS : New S UBHoLDINg o F : Stocks, Bonds, & Mutual Funds D ESCRIPTIoN : sale 15 units MSCI Inc. Class A | MSCI | S | 05/01/2020 | 05/31/2020 | $1,001 - $15,000 | 1.00 | MSCI0.98 | SellSell | Joint | May 1, 2020 | $1,001 - $15,000mid $8K | Stock | modelled |
| 44 | JT | MSCI Inc (MSCI) [ST] other: F ILINg S TATUS : New S UBHoLDINg o F : Stocks, Bonds, & Mutual Funds D ESCRIPTIoN : sale 5 units MSCI Inc Class A | MSCI | S | 05/07/2020 | 05/31/2020 | $1,001 - $15,000 | 1.00 | MSCI0.98 | SellSell | Joint | May 7, 2020 | $1,001 - $15,000mid $8K | Stock | modelled |
| 45 | JT | Nasdaq, Inc. (NDAQ) [ST] other: F ILINg S TATUS : New S UBHoLDINg o F : Stocks, Bonds, & Mutual Funds D ESCRIPTIoN : 25 units of NASDAQ Inc. | NDAQ | S | 05/01/2020 | 05/31/2020 | $1,001 - $15,000 | 1.00 | NDAQ0.98 | SellSell | Joint | May 1, 2020 | $1,001 - $15,000mid $8K | Stock | modelled |
| 46 | 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 : sale 50 units Nestle Nam Spon ADR | — | S | 05/04/2020 | 05/31/2020 | $1,001 - $15,000 | 1.00 | —0.00 | SellSell | Joint | May 4, 2020 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 47 | JT | NextEra Energy, Inc. (NEE) [ST] other: F ILINg S TATUS : New S UBHoLDINg o F : Stocks, Bonds, & Mutual Funds D ESCRIPTIoN : sale 25 units NextEra Energy Inc. | NEE | S | 05/20/2020 | 05/31/2020 | $1,001 - $15,000 | 1.00 | NEE0.98 | SellSell | Joint | May 20, 2020 | $1,001 - $15,000mid $8K | Stock | modelled |
| 48 | JT | NextEra Energy, Inc. (NEE) [ST] other: F ILINg S TATUS : New S UBHoLDINg o F : Stocks, Bonds, & Mutual Funds D ESCRIPTIoN : sale 50 units NextEra Energy Inc | NEE | S | 05/04/2020 | 05/31/2020 | $1,001 - $15,000 | 1.00 | NEE0.98 | SellSell | Joint | May 4, 2020 | $1,001 - $15,000mid $8K | Stock | modelled |
| 49 | JT | Nike, Inc. (NKE) [ST] other: F ILINg S TATUS : New S UBHoLDINg o F : Stocks, Bonds, & Mutual Funds D ESCRIPTIoN : sale 25 units Nike Inc Class B | NKE | S | 05/07/2020 | 05/31/2020 | $1,001 - $15,000 | 1.00 | NKE0.98 | SellSell | Joint | May 7, 2020 | $1,001 - $15,000mid $8K | Stock | modelled |
| 50 | JT | Novartis Ag (NVS) [ST] other: F ILINg S TATUS : New S UBHoLDINg o F : Stocks, Bonds, & Mutual Funds D ESCRIPTIoN : sale 25 units Novartis Ag Spon ADR | NVS | S | 05/07/2020 | 05/31/2020 | $1,001 - $15,000 | 1.00 | NVS0.98 | SellSell | Joint | May 7, 2020 | $1,001 - $15,000mid $8K | Stock | modelled |
| 51 | JT | Novartis Ag (NVS) [ST] other: F ILINg S TATUS : New S UBHoLDINg o F : Stocks, Bonds, & Mutual Funds D ESCRIPTIoN : sale 50 units Novartis Ag Spon ADR | NVS | S | 05/04/2020 | 05/31/2020 | $1,001 - $15,000 | 1.00 | NVS0.98 | SellSell | Joint | May 4, 2020 | $1,001 - $15,000mid $8K | Stock | modelled |
| 52 | JT | NVIDIA Corporation (NVDA) [ST] other: F ILINg S TATUS : New S UBHoLDINg o F : Stocks, Bonds, & Mutual Funds D ESCRIPTIoN : sale 20 units NVIDIA Corp | NVDA | S | 05/01/2020 | 05/31/2020 | $1,001 - $15,000 | 1.00 | NVDA0.98 | SellSell | Joint | May 1, 2020 | $1,001 - $15,000mid $8K | Stock | modelled |
| 53 | JT | Pepsico, Inc. (PEP) [ST] other: F ILINg S TATUS : New S UBHoLDINg o F : Stocks, Bonds, & Mutual Funds D ESCRIPTIoN : sale 25 units Pepsico Inc | PEP | S | 05/04/2020 | 05/31/2020 | $1,001 - $15,000 | 1.00 | PEP0.98 | SellSell | Joint | May 4, 2020 | $1,001 - $15,000mid $8K | Stock | modelled |
| 54 | JT | Regeneron Pharmaceuticals, Inc. (REgN) [ST] other: F ILINg S TATUS : New S UBHoLDINg o F : Stocks, Bonds, & Mutual Funds D ESCRIPTIoN : 12 units Regeneron Pharmaceuticals | — | P | 05/20/2020 | 05/31/2020 | $1,001 - $15,000 | 1.00 | REGN0.95 | BuyBuy | Joint | May 20, 2020 | $1,001 - $15,000mid $8K | Stock | modelled |
| 55 | JT | Roper Technologies, Inc. (RoP) [ST] other: F ILINg S TATUS : New S UBHoLDINg o F : Stocks, Bonds, & Mutual Funds D ESCRIPTIoN : sale 20 units Roper Technologies Inc common | — | S | 05/01/2020 | 05/31/2020 | $1,001 - $15,000 | 1.00 | ROP0.95 | SellSell | Joint | May 1, 2020 | $1,001 - $15,000mid $8K | Stock | modelled |
| 56 | JT | Splunk Inc. (SPLK) [ST] other: F ILINg S TATUS : New S UBHoLDINg o F : Stocks, Bonds, & Mutual Funds D ESCRIPTIoN : sale 25 units Splunk Inc. | SPLK | S | 05/01/2020 | 05/31/2020 | $1,001 - $15,000 | 1.00 | —0.60 | SellSell | Joint | May 1, 2020 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 57 | JT | Splunk Inc. (SPLK) [ST] other: F ILINg S TATUS : New S UBHoLDINg o F : Stocks, Bonds, & Mutual Funds D ESCRIPTIoN : sale 10 units Splunk Inc | SPLK | S | 05/07/2020 | 05/31/2020 | $1,001 - $15,000 | 1.00 | —0.60 | SellSell | Joint | May 7, 2020 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 58 | JT | Square, Inc. Class A (SQ) [ST] other: F ILINg S TATUS : New S UBHoLDINg o F : Stocks, Bonds, & Mutual Funds D ESCRIPTIoN : sale of 25 units of Square Inc Class A common | SQ | S | 05/01/2020 | 05/31/2020 | $1,001 - $15,000 | 1.00 | —0.60 | SellSell | Joint | May 1, 2020 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 59 | JT | Target Corporation (TgT) [ST] other: F ILINg S TATUS : New S UBHoLDINg o F : Stocks, Bonds, & Mutual Funds D ESCRIPTIoN : sale of 25 units Target Corp | — | S | 05/01/2020 | 05/31/2020 | $1,001 - $15,000 | 1.00 | TGT0.95 | SellSell | Joint | May 1, 2020 | $1,001 - $15,000mid $8K | Stock | modelled |
| 60 | JT | Target Corporation (TgT) [ST] other: F ILINg S TATUS : New S UBHoLDINg o F : Stocks, Bonds, & Mutual Funds D ESCRIPTIoN : sale 10 units Target Corp | — | S | 05/07/2020 | 05/31/2020 | $1,001 - $15,000 | 1.00 | TGT0.95 | SellSell | Joint | May 7, 2020 | $1,001 - $15,000mid $8K | Stock | modelled |
| 61 | JT | Teladoc Health, Inc. (TDoC) [ST] other: F ILINg S TATUS : New S UBHoLDINg o F : Stocks, Bonds, & Mutual Funds D ESCRIPTIoN : sale 10 units Teladoc Health Inc common | — | S | 05/08/2020 | 05/31/2020 | $1,001 - $15,000 | 1.00 | TDOC0.95 | SellSell | Joint | May 8, 2020 | $1,001 - $15,000mid $8K | Stock | modelled |
| 62 | JT | Teladoc Health, Inc. (TDoC) [ST] other: F ILINg S TATUS : New S UBHoLDINg o F : Stocks, Bonds, & Mutual Funds D ESCRIPTIoN : sale 50 units Teladoc Health Inc common | — | S | 05/04/2020 | 05/31/2020 | $1,001 - $15,000 | 1.00 | TDOC0.95 | SellSell | Joint | May 4, 2020 | $1,001 - $15,000mid $8K | Stock | modelled |
| 63 | JT | Terreno Realty Corporation (TRNo) [ST] other: F ILINg S TATUS : New S UBHoLDINg o F : Stocks, Bonds, & Mutual Funds D ESCRIPTIoN : sale 125 units Terreno Realty Corp | — | S | 05/01/2020 | 05/31/2020 | $1,001 - $15,000 | 1.00 | TRNO0.95 | SellSell | Joint | May 1, 2020 | $1,001 - $15,000mid $8K | Stock | modelled |
| 64 | JT | Terreno Realty Corporation (TRNo) [ST] other: F ILINg S TATUS : New S UBHoLDINg o F : Stocks, Bonds, & Mutual Funds D ESCRIPTIoN : sale 50 units Terreno Realty Corp | — | S | 05/20/2020 | 05/31/2020 | $1,001 - $15,000 | 1.00 | TRNO0.95 | SellSell | Joint | May 20, 2020 | $1,001 - $15,000mid $8K | Stock | modelled |
| 65 | JT | TJX Companies, Inc. (TJX) [ST] other: F ILINg S TATUS : New S UBHoLDINg o F : Stocks, Bonds, & Mutual Funds D ESCRIPTIoN : sale 150 units TJX Companies Inc. New | TJX | S | 05/01/2020 | 05/31/2020 | $1,001 - $15,000 | 1.00 | TJX0.98 | SellSell | Joint | May 1, 2020 | $1,001 - $15,000mid $8K | Stock | modelled |
| 66 | JT | UnitedHealth group Incorporated Common Stock (UNH) [ST] other: F ILINg S TATUS : New S UBHoLDINg o F : Stocks, Bonds, & Mutual Funds D ESCRIPTIoN : sale 15 units United Health group Inc | UNH | S | 05/01/2020 | 05/31/2020 | $1,001 - $15,000 | 1.00 | UNH0.98 | SellSell | Joint | May 1, 2020 | $1,001 - $15,000mid $8K | Stock | modelled |
| 67 | JT | Verizon Communications Inc. (VZ) [ST] other: F ILINg S TATUS : New S UBHoLDINg o F : Stocks, Bonds, & Mutual Funds D ESCRIPTIoN : sale 50 units Verizon Communications | VZ | S | 05/01/2020 | 05/31/2020 | $1,001 - $15,000 | 1.00 | VZ0.98 | SellSell | Joint | May 1, 2020 | $1,001 - $15,000mid $8K | Stock | modelled |
| 68 | JT | Verizon Communications Inc. (VZ) [ST] other: F ILINg S TATUS : New S UBHoLDINg o F : Stocks, Bonds, & Mutual Funds D ESCRIPTIoN : sale 25 units Verizon Communications | VZ | S | 05/07/2020 | 05/31/2020 | $1,001 - $15,000 | 1.00 | VZ0.98 | SellSell | Joint | May 7, 2020 | $1,001 - $15,000mid $8K | Stock | modelled |
| 69 | JT | Virginia College BLDg 4,375% 02/01/32 [gS] other: F ILINg S TATUS : New S UBHoLDINg o F : Stocks, Bonds, & Mutual Funds D ESCRIPTIoN : 35,000 units Virginia College Building 4.375% 02/01/32 | — | P | 05/18/2020 | 05/31/2020 | $15,001 - $50,000 | 1.00 | —0.00 | BuyBuy | Joint | May 18, 2020 | $15,001 - $50,000mid $32.5K | Unknown | Reviewnot modelled |
| 70 | JT | Virginia Commonwealth Trans 5.00% [gS] other: F ILINg S TATUS : New S UBHoLDINg o F : Stocks, Bonds, & Mutual Funds D ESCRIPTIoN : 25,000 units Virginia Commonwealth Transn 5.00% 5/15/33 | — | P | 05/01/2020 | 05/31/2020 | $15,001 - $50,000 | 1.00 | —0.00 | BuyBuy | Joint | May 1, 2020 | $15,001 - $50,000mid $32.5K | Unknown | Reviewnot modelled |
| 71 | JT | Visa Inc. (V) [ST] other: F ILINg S TATUS : New S UBHoLDINg o F : Stocks, Bonds, & Mutual Funds D ESCRIPTIoN : sale 25 units Visa Inc. Class A | V | S | 05/01/2020 | 05/31/2020 | $1,001 - $15,000 | 1.00 | V0.98 | SellSell | Joint | May 1, 2020 | $1,001 - $15,000mid $8K | Stock | modelled |
| 72 | JT | Visa Inc. (V) [ST] other: F ILINg S TATUS : New S UBHoLDINg o F : Stocks, Bonds, & Mutual Funds D ESCRIPTIoN : sale 10 units Visa Inc Class A | V | S | 05/07/2020 | 05/31/2020 | $1,001 - $15,000 | 1.00 | V0.98 | SellSell | Joint | May 7, 2020 | $1,001 - $15,000mid $8K | Stock | modelled |
| 73 | JT | Walt Disney Company (DIS) [ST] other: F ILINg S TATUS : New S UBHoLDINg o F : Stocks, Bonds, & Mutual Funds D ESCRIPTIoN : sale 25 units the Walt Disney Co | DIS | S | 05/07/2020 | 05/31/2020 | $1,001 - $15,000 | 1.00 | DIS0.98 | SellSell | Joint | May 7, 2020 | $1,001 - $15,000mid $8K | Stock | modelled |