Filing audit view

20016520Parsed

RK. Michael Conaway · House · ptr · filed May 4, 2020

Official filing metadata

Filer (as printed): Hon. K. Michael Conaway
Office (as printed): TX11
Chamber: House
Filing type: ptr
Filing date: May 4, 2020
Filing year: 2020
Document format: pdf

Processing (ours)

Status: Parsed
Rows parsed: 30
Parser version: house_pdf_v1
Fetched: Sep 9, 2026
Parsed: Sep 9, 2026
Internal id: 1253

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 · 30

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	—	amazon.com, Inc. (aMZN) [ST] other: F ILINg S TaTUS : New S UbHoLdINg o F : WF 10 (Wells Fargo Financial)	—	P	04/15/2020	04/20/2020	$15,001 - $50,000	1.00	AMZN0.92	BuyBuy	Self	Apr 15, 2020	$15,001 - $50,000mid $32.5K	Stock	modelled
2	—	amazon.com, Inc. (aMZN) [ST] other: F ILINg S TaTUS : New S UbHoLdINg o F : WF 53 (Wells Fargo Financial)	—	P	04/15/2020	04/20/2020	$15,001 - $50,000	1.00	AMZN0.92	BuyBuy	Self	Apr 15, 2020	$15,001 - $50,000mid $32.5K	Stock	modelled
3	SP	american Capital Income [oT] other: F ILINg S TaTUS : New S UbHoLdINg o F : SP E62 (Edward Jones) L oCaTIoN : US d ESCRIPTIoN : american Capital Income	—	P	04/22/2020	04/27/2020	$1,001 - $15,000	1.00	—0.00	BuyBuy	Spouse	Apr 22, 2020	$1,001 - $15,000mid $8K	Unknown	Reviewnot modelled
4	SP	american Electric Power Company, Inc. (aEP) [ST] other: F ILINg S TaTUS : New S UbHoLdINg o F : SP E62 (Edward Jones)	—	P	04/06/2020	04/09/2020	$15,001 - $50,000	1.00	AEP0.95	BuyBuy	Spouse	Apr 6, 2020	$15,001 - $50,000mid $32.5K	Stock	modelled
5	SP	american Fundamental Investors [oT] other: F ILINg S TaTUS : New S UbHoLdINg o F : SP E62 (Edward Jones) L oCaTIoN : US d ESCRIPTIoN : american Fundamental Investors	—	P	04/22/2020	04/27/2020	$1,001 - $15,000	1.00	—0.00	BuyBuy	Spouse	Apr 22, 2020	$1,001 - $15,000mid $8K	Unknown	Reviewnot modelled
6	SP	american growth Fund [oT] other: F ILINg S TaTUS : New S UbHoLdINg o F : SP E62 (Edward Jones) L oCaTIoN : US d ESCRIPTIoN : american growth Fund	—	P	04/22/2020	04/27/2020	$1,001 - $15,000	1.00	—0.00	BuyBuy	Spouse	Apr 22, 2020	$1,001 - $15,000mid $8K	Mutual fund	not modelled
7	SP	american New Perspective Cl a [oT] other: F ILINg S TaTUS : New S UbHoLdINg o F : SP E62 (Edward Jones) L oCaTIoN : US d ESCRIPTIoN : american New Perspective Cl a	—	P	04/22/2020	04/27/2020	$1,001 - $15,000	1.00	—0.00	BuyBuy	Spouse	Apr 22, 2020	$1,001 - $15,000mid $8K	Stock	not modelled
8	SP	american Tax-exempt bond Fd [oT] other: F ILINg S TaTUS : New S UbHoLdINg o F : SP E62 (Edward Jones) L oCaTIoN : US d ESCRIPTIoN : american Tax-exempt bond Fd	—	P	04/22/2020	04/27/2020	$1,001 - $15,000	1.00	—0.00	BuyBuy	Spouse	Apr 22, 2020	$1,001 - $15,000mid $8K	Bond	not modelled
9	—	apple Inc. (aaPL) [ST] other: F ILINg S TaTUS : New S UbHoLdINg o F : WF 53 (Wells Fargo Financial)	—	P	04/15/2020	04/20/2020	$15,001 - $50,000	1.00	AAPL0.95	BuyBuy	Self	Apr 15, 2020	$15,001 - $50,000mid $32.5K	Stock	modelled
10	—	apple Inc. (aaPL) [ST] other: F ILINg S TaTUS : New S UbHoLdINg o F : WF 10 (Wells Fargo Financial)	—	P	04/15/2020	04/20/2020	$50,001 - $100,000	1.00	AAPL0.95	BuyBuy	Self	Apr 15, 2020	$50,001 - $100,000mid $75K	Stock	modelled
11	—	boFa FIN LLC 0% 1Y: LKd To S&P 500 INdEX dUE 04/24/2020 CPN 0.000% dUE 04/24/20 [oT] other: F ILINg S TaTUS : New S UbHoLdINg o F : WF 10 (Wells Fargo Financial) L oCaTIoN : US d ESCRIPTIoN : boFa FIN LLC 0% 1Y: LKd To S&P 500 INdEX dUE 04/24/2020 CPN 0.000% dUE 04/24/20 Redemption	—	S	04/24/2020	04/27/2020	$50,001 - $100,000	1.00	—0.00	SellSell	Self	Apr 24, 2020	$50,001 - $100,000mid $75K	Unknown	Reviewnot modelled
12	—	boFa FIN LLC 0% 1Y: LKd To S&P 500 INdEX dUE 04/24/2020 CPN 0.000% dUE 04/24/20 [oT] other: F ILINg S TaTUS : New S UbHoLdINg o F : WF 25 (Wells Fargo Financial) L oCaTIoN : US d ESCRIPTIoN : boFa FIN LLC 0% 1Y: LKd To S&P 500 INdEX dUE 04/24/2020 CPN 0.000% dUE 04/24/20	—	S	04/24/2020	04/27/2020	$15,001 - $50,000	1.00	—0.00	SellSell	Self	Apr 24, 2020	$15,001 - $50,000mid $32.5K	Unknown	Reviewnot modelled
13	SP	Chevron Corporation (CVX) [ST] other: F ILINg S TaTUS : New S UbHoLdINg o F : SP E62 (Edward Jones)	CVX	P	04/22/2020	04/27/2020	$15,001 - $50,000	1.00	CVX0.98	BuyBuy	Spouse	Apr 22, 2020	$15,001 - $50,000mid $32.5K	Stock	modelled
14	SP	darden Restaurants, Inc. (dRI) [ST] other: F ILINg S TaTUS : New S UbHoLdINg o F : SP E62 (Edward Jones)	—	P	04/13/2020	04/16/2020	$15,001 - $50,000	1.00	DRI0.95	BuyBuy	Spouse	Apr 13, 2020	$15,001 - $50,000mid $32.5K	Stock	modelled
15	SP	duke Energy Corporation (dUK) [ST] other: F ILINg S TaTUS : New S UbHoLdINg o F : SP E62 (Edward Jones)	—	P	04/22/2020	04/27/2020	$15,001 - $50,000	1.00	DUK0.95	BuyBuy	Spouse	Apr 22, 2020	$15,001 - $50,000mid $32.5K	Stock	modelled
16	SP	Emerson Electric Company (EMR) [ST] other: F ILINg S TaTUS : New S UbHoLdINg o F : SP E62 (Edward Jones)	EMR	P	04/22/2020	04/27/2020	$15,001 - $50,000	1.00	EMR0.98	BuyBuy	Spouse	Apr 22, 2020	$15,001 - $50,000mid $32.5K	Stock	modelled
17	SP	Franklin Rising dividend Cl a [oT] other: F ILINg S TaTUS : New S UbHoLdINg o F : SP E62 (Edward Jones) L oCaTIoN : US d ESCRIPTIoN : Franklin Rising dividend Cl a	—	P	04/22/2020	04/24/2020	$1,001 - $15,000	1.00	—0.00	BuyBuy	Spouse	Apr 22, 2020	$1,001 - $15,000mid $8K	Stock	not modelled
18	SP	iShares Core dividend growth ETF (dgRo) [ST] other: F ILINg S TaTUS : New S UbHoLdINg o F : SP E62 (Edward Jones)	—	P	04/22/2020	04/27/2020	$15,001 - $50,000	1.00	DGRO0.95	BuyBuy	Spouse	Apr 22, 2020	$15,001 - $50,000mid $32.5K	Etf	modelled
19	SP	iShares Core dividend growth ETF (dgRo) [ST] other: F ILINg S TaTUS : New S UbHoLdINg o F : SP E62 (Edward Jones)	—	P	04/06/2020	04/09/2020	$15,001 - $50,000	1.00	DGRO0.95	BuyBuy	Spouse	Apr 6, 2020	$15,001 - $50,000mid $32.5K	Etf	modelled
20	SP	iShares Core dividend growth ETF (dgRo) [ST] other: F ILINg S TaTUS : New S UbHoLdINg o F : SP E62 (Edward Jones)	—	P	04/06/2020	04/10/2020	$1,001 - $15,000	1.00	DGRO0.95	BuyBuy	Spouse	Apr 6, 2020	$1,001 - $15,000mid $8K	Etf	modelled
21	SP	iShares Core dividend growth ETF (dgRo) [ST] other: F ILINg S TaTUS : New S UbHoLdINg o F : SP E62 (Edward Jones)	—	P	04/06/2020	04/09/2020	$1,001 - $15,000	1.00	DGRO0.95	BuyBuy	Spouse	Apr 6, 2020	$1,001 - $15,000mid $8K	Etf	modelled
22	—	JPMoRgaN CHaSE & Co FIXEd/FLoaT JR SbRdNTd CaLLabLE PERPETUaL MaT CPN 88.875% dUE 12/29/49 [oT] other: F ILINg S TaTUS : New S UbHoLdINg o F : WF 10 (Wells Fargo Financial) L oCaTIoN : US d ESCRIPTIoN : JPMoRgaN CHaSE & Co FIXEd/FLoaT JR SbRdNTd CaLLabLE PERPETUaL MaT CPN 88.875% dUE 12/29/49	—	P	04/15/2020	04/20/2020	$50,001 - $100,000	1.00	—0.00	BuyBuy	Self	Apr 15, 2020	$50,001 - $100,000mid $75K	Unknown	Reviewnot modelled
23	—	JPMoRgaN CHaSE & Co JR SUboRdINaTEd FIX/FLT CaLLabLE PERP MaT SER CC CPN 4.625% dUE 12/31/49 [oT] other: F ILINg S TaTUS : New S UbHoLdINg o F : WF 10 (Wells Fargo Financial) L oCaTIoN : US d ESCRIPTIoN : JPMoRgaN CHaSE & Co JR SUboRdINaTEd FIX/FLT CaLLabLE PERP MaT SER CC CPN 4.625% dUE 12/31/49	—	P	04/15/2020	04/20/2020	$50,001 - $100,000	1.00	—0.00	BuyBuy	Self	Apr 15, 2020	$50,001 - $100,000mid $75K	Unknown	Reviewnot modelled
24	—	JPMoRgaN CHaSE & Co JR SUboRdINaTEd FIX/FLT CaLLabLE PERP MaT SER CC CPN 4.625% dUE 12/31/49 [oT] other: F ILINg S TaTUS : New S UbHoLdINg o F : WF 10 (Wells Fargo Financial) L oCaTIoN : US d ESCRIPTIoN : JPMoRgaN CHaSE & Co JR SUboRdINaTEd FIX/FLT CaLLabLE PERP MaT SER CC CPN 4.625% dUE 12/31/49	—	P	04/15/2020	04/20/2020	$50,001 - $100,000	1.00	—0.00	BuyBuy	Self	Apr 15, 2020	$50,001 - $100,000mid $75K	Unknown	Reviewnot modelled
25	SP	Marathon Petroleum Corporation (MPC) [ST] other: F ILINg S TaTUS : New S UbHoLdINg o F : SP E62 (Edward Jones)	MPC	P	04/22/2020	04/27/2020	$15,001 - $50,000	1.00	MPC0.98	BuyBuy	Spouse	Apr 22, 2020	$15,001 - $50,000mid $32.5K	Stock	modelled
26	SP	Southern Company (So) [ST] other: F ILINg S TaTUS : New S UbHoLdINg o F : SP E62 (Edward Jones)	—	P	04/06/2020	04/09/2020	$15,001 - $50,000	1.00	SO0.95	BuyBuy	Spouse	Apr 6, 2020	$15,001 - $50,000mid $32.5K	Stock	modelled
27	SP	UIT INVESCo UNIT TRS CENT EQUITY TR dIVERSFEd SER 2016- [oT] other: F ILINg S TaTUS : New S UbHoLdINg o F : SP E62 (Edward Jones) L oCaTIoN : US d ESCRIPTIoN : UIT INVESCo UNIT TRS CENT EQUITY TR dIVERSFEd SER 2016- Redemption	—	S	04/23/2020	04/27/2020	$100,001 - $250,000	1.00	—0.00	SellSell	Spouse	Apr 23, 2020	$100,001 - $250,000mid $175K	Unknown	Reviewnot modelled
28	—	Vanguard div appreciation ETF (VIg) [ST] other: F ILINg S TaTUS : New S UbHoLdINg o F : WF 10 (Wells Fargo Financial)	—	P	04/15/2020	04/20/2020	$50,001 - $100,000	1.00	—0.00	BuyBuy	Self	Apr 15, 2020	$50,001 - $100,000mid $75K	Etf	not modelled
29	—	Vanguard div appreciation ETF (VIg) [ST] other: F ILINg S TaTUS : New S UbHoLdINg o F : WF 69 (Wells Fargo Financial)	—	P	04/15/2020	04/20/2020	$50,001 - $100,000	1.00	—0.00	BuyBuy	Self	Apr 15, 2020	$50,001 - $100,000mid $75K	Etf	not modelled
30	—	Vanguard div appreciation ETF (VIg) [ST] other: F ILINg S TaTUS : New S UbHoLdINg o F : WF 25 (Wells Fargo Financial)	—	P	04/15/2020	04/20/2020	$15,001 - $50,000	1.00	—0.00	BuyBuy	Self	Apr 15, 2020	$15,001 - $50,000mid $32.5K	Etf	not modelled