Filing audit view

20017036Parsed

DJoe Courtney · House · ptr · filed Jul 29, 2020

Official filing metadata

Filer (as printed): Hon. Joe Courtney
Office (as printed): CT02
Chamber: House
Filing type: ptr
Filing date: Jul 29, 2020
Filing year: 2020
Document format: pdf

Processing (ours)

Status: Parsed
Rows parsed: 46
Parser version: house_pdf_v1
Fetched: Sep 9, 2026
Parsed: Sep 9, 2026
Internal id: 1265

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 · 46

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	SP	Abbott laboratories (AbT) [ST] other: F IlINg S TATuS : New S ubHOldINg O F : Rollover IRA	—	P	12/31/2019	12/31/2019	$1,001 - $15,000	1.00	ABT0.95	BuyBuy	Spouse	Dec 31, 2019	$1,001 - $15,000mid $8K	Stock	modelled
2	SP	Alphabet Inc. - Class A (gOOgl) [ST] other: F IlINg S TATuS : New S ubHOldINg O F : Rollover IRA	—	P	12/31/2019	12/31/2019	$1,001 - $15,000	1.00	GOOGL0.95	BuyBuy	Spouse	Dec 31, 2019	$1,001 - $15,000mid $8K	Stock	modelled
3	SP	Amazon.com, Inc. (AMZN) [ST] other: F IlINg S TATuS : New S ubHOldINg O F : Rollover IRA	AMZN	P	12/31/2019	12/31/2019	$1,001 - $15,000	1.00	AMZN0.98	BuyBuy	Spouse	Dec 31, 2019	$1,001 - $15,000mid $8K	Stock	modelled
4	SP	American Tower Corporation (AMT) [ST] other: F IlINg S TATuS : New S ubHOldINg O F : Rollover IRA	AMT	P	12/31/2019	12/31/2019	$1,001 - $15,000	1.00	AMT0.98	BuyBuy	Spouse	Dec 31, 2019	$1,001 - $15,000mid $8K	Stock	modelled
5	SP	Anthem, Inc. (ANTM) [ST] other: F IlINg S TATuS : New S ubHOldINg O F : Rollover IRA	ANTM	P	12/31/2019	12/31/2019	$1,001 - $15,000	1.00	—0.60	BuyBuy	Spouse	Dec 31, 2019	$1,001 - $15,000mid $8K	Stock	Reviewnot modelled
6	SP	Apple Inc. (AAPl) [ST] other: F IlINg S TATuS : New S ubHOldINg O F : Rollover IRA	—	P	12/31/2019	12/31/2019	$1,001 - $15,000	1.00	AAPL0.95	BuyBuy	Spouse	Dec 31, 2019	$1,001 - $15,000mid $8K	Stock	modelled
7	SP	ball Corporation (bll) [ST] other: F IlINg S TATuS : New S ubHOldINg O F : Rollover IRA	—	P	05/01/2020	05/01/2020	$1,001 - $15,000	1.00	BALL0.95	BuyBuy	Spouse	May 1, 2020	$1,001 - $15,000mid $8K	Stock	modelled
8	SP	blackRock, Inc. (blK) [ST] other: F IlINg S TATuS : New S ubHOldINg O F : Rollover IRA	—	P	12/31/2019	12/31/2019	$1,001 - $15,000	1.00	BLK0.95	BuyBuy	Spouse	Dec 31, 2019	$1,001 - $15,000mid $8K	Stock	modelled
9	SP	Capital One Financial Corporation (COF) [ST] other: F IlINg S TATuS : New S ubHOldINg O F : Rollover IRA	COF	P	12/31/2019	12/31/2019	$1,001 - $15,000	1.00	COF0.98	BuyBuy	Spouse	Dec 31, 2019	$1,001 - $15,000mid $8K	Stock	modelled
10	SP	Chevron Corporation (CVX) [ST] other: F IlINg S TATuS : New S ubHOldINg O F : Rollover IRA	CVX	P	05/13/2020	05/13/2020	$1,001 - $15,000	1.00	CVX0.98	BuyBuy	Spouse	May 13, 2020	$1,001 - $15,000mid $8K	Stock	modelled
11	SP	Chubb limited (Cb) [ST] other: F IlINg S TATuS : New S ubHOldINg O F : Rollover IRA	—	S	06/02/2020	06/02/2020	$1,001 - $15,000	1.00	CB0.95	SellSell	Spouse	Jun 2, 2020	$1,001 - $15,000mid $8K	Stock	modelled
12	SP	Chubb limited (Cb) [ST] other: F IlINg S TATuS : New S ubHOldINg O F : Rollover IRA	—	S (partial)	02/10/2020	02/10/2020	$1,001 - $15,000	1.00	CB0.95	PartialPartial sale	Spouse	Feb 10, 2020	$1,001 - $15,000mid $8K	Stock	modelled
13	SP	Chubb limited (Cb) [ST] other: F IlINg S TATuS : New S ubHOldINg O F : Rollover IRA	—	P	12/31/2019	12/31/2019	$1,001 - $15,000	1.00	CB0.95	BuyBuy	Spouse	Dec 31, 2019	$1,001 - $15,000mid $8K	Stock	modelled
14	SP	Cisco Systems, Inc. (CSCO) [ST] other: F IlINg S TATuS : New S ubHOldINg O F : Rollover IRA	CSCO	P	12/31/2019	12/31/2019	$1,001 - $15,000	1.00	CSCO0.98	BuyBuy	Spouse	Dec 31, 2019	$1,001 - $15,000mid $8K	Stock	modelled
15	SP	Citigroup, Inc. (C) [ST] other: F IlINg S TATuS : New S ubHOldINg O F : Rollover IRA	C	P	12/31/2019	12/31/2019	$1,001 - $15,000	1.00	C0.98	BuyBuy	Spouse	Dec 31, 2019	$1,001 - $15,000mid $8K	Stock	modelled
16	SP	Citigroup, Inc. (C) [ST] other: F IlINg S TATuS : New S ubHOldINg O F : Rollover IRA	C	P	02/10/2020	02/10/2020	$1,001 - $15,000	1.00	C0.98	BuyBuy	Spouse	Feb 10, 2020	$1,001 - $15,000mid $8K	Stock	modelled
17	SP	Constellation brands, Inc. (STZ) [ST] other: F IlINg S TATuS : New S ubHOldINg O F : Rollover IRA	STZ	P	12/31/2019	12/31/2019	$1,001 - $15,000	1.00	STZ0.98	BuyBuy	Spouse	Dec 31, 2019	$1,001 - $15,000mid $8K	Stock	modelled
18	SP	Costco Wholesale Corporation (COST) [ST] other: F IlINg S TATuS : New S ubHOldINg O F : Rollover IRA	COST	P	12/31/2019	12/31/2019	$1,001 - $15,000	1.00	COST0.98	BuyBuy	Spouse	Dec 31, 2019	$1,001 - $15,000mid $8K	Stock	modelled
19	SP	danaher Corporation (dHR) [ST] other: F IlINg S TATuS : New S ubHOldINg O F : Rollover IRA	—	P	12/31/2019	12/31/2019	$1,001 - $15,000	1.00	DHR0.95	BuyBuy	Spouse	Dec 31, 2019	$1,001 - $15,000mid $8K	Stock	modelled
20	SP	Fiserv, Inc. (FISV) [ST] other: F IlINg S TATuS : New S ubHOldINg O F : Rollover IRA	FISV	P	05/01/2020	05/01/2020	$1,001 - $15,000	1.00	FISV0.98	BuyBuy	Spouse	May 1, 2020	$1,001 - $15,000mid $8K	Stock	modelled
21	SP	Hilton Worldwide Holdings Inc. (HlT) [ST] other: F IlINg S TATuS : New S ubHOldINg O F : Rollover IRA	—	P	03/27/2020	03/27/2020	$1,001 - $15,000	1.00	HLT0.95	BuyBuy	Spouse	Mar 27, 2020	$1,001 - $15,000mid $8K	Stock	modelled
22	SP	Home depot, Inc. (Hd) [ST] other: F IlINg S TATuS : New S ubHOldINg O F : Rollover IRA	—	P	12/31/2019	12/31/2019	$1,001 - $15,000	1.00	HD0.95	BuyBuy	Spouse	Dec 31, 2019	$1,001 - $15,000mid $8K	Stock	modelled
23	SP	Honeywell International Inc. (HON) [ST] other: F IlINg S TATuS : New S ubHOldINg O F : Rollover IRA	HON	P	12/31/2019	12/31/2019	$1,001 - $15,000	1.00	HON0.98	BuyBuy	Spouse	Dec 31, 2019	$1,001 - $15,000mid $8K	Stock	modelled
24	SP	JP Morgan Chase & Co. (JPM) [ST] other: F IlINg S TATuS : New S ubHOldINg O F : Rollover IRA	JPM	P	12/31/2019	12/31/2019	$1,001 - $15,000	1.00	JPM0.98	BuyBuy	Spouse	Dec 31, 2019	$1,001 - $15,000mid $8K	Stock	modelled
25	SP	Keurig dr Pepper Inc. (KdP) [ST] other: F IlINg S TATuS : New S ubHOldINg O F : Rollover IRA	—	P	12/31/2019	12/31/2019	$1,001 - $15,000	1.00	KDP0.95	BuyBuy	Spouse	Dec 31, 2019	$1,001 - $15,000mid $8K	Stock	modelled
26	SP	Keurig dr Pepper Inc. (KdP) [ST] other: F IlINg S TATuS : New S ubHOldINg O F : Rollover IRA	—	S (partial)	03/25/2020	03/25/2020	$1,001 - $15,000	1.00	KDP0.95	PartialPartial sale	Spouse	Mar 25, 2020	$1,001 - $15,000mid $8K	Stock	modelled
27	SP	lockheed Martin Corporation (lMT) [ST] other: F IlINg S TATuS : New S ubHOldINg O F : Rollover IRA	—	P	12/31/2019	12/31/2019	$1,001 - $15,000	1.00	LMT0.95	BuyBuy	Spouse	Dec 31, 2019	$1,001 - $15,000mid $8K	Stock	modelled
28	SP	Microchip Technology Incorporated (MCHP) [ST] other: F IlINg S TATuS : New S ubHOldINg O F : Rollover IRA	MCHP	P	12/31/2019	12/31/2019	$1,001 - $15,000	1.00	MCHP0.98	BuyBuy	Spouse	Dec 31, 2019	$1,001 - $15,000mid $8K	Stock	modelled
29	SP	Microsoft Corporation (MSFT) [ST] other: F IlINg S TATuS : New S ubHOldINg O F : Rollover IRA	MSFT	P	12/31/2019	12/31/2019	$1,001 - $15,000	1.00	MSFT0.98	BuyBuy	Spouse	Dec 31, 2019	$1,001 - $15,000mid $8K	Stock	modelled
30	SP	NextEra Energy, Inc. (NEE) [ST] other: F IlINg S TATuS : New S ubHOldINg O F : Rollover IRA	NEE	P	12/31/2019	12/31/2019	$1,001 - $15,000	1.00	NEE0.98	BuyBuy	Spouse	Dec 31, 2019	$1,001 - $15,000mid $8K	Stock	modelled
31	SP	NextEra Energy, Inc. (NEE) [ST] other: F IlINg S TATuS : New S ubHOldINg O F : Rollover IRA	NEE	S (partial)	02/10/2020	02/10/2020	$1,001 - $15,000	1.00	NEE0.98	PartialPartial sale	Spouse	Feb 10, 2020	$1,001 - $15,000mid $8K	Stock	modelled
32	SP	Pepsico, Inc. (PEP) [ST] other: F IlINg S TATuS : New S ubHOldINg O F : Rollover IRA	PEP	P	03/18/2020	03/18/2020	$1,001 - $15,000	1.00	PEP0.98	BuyBuy	Spouse	Mar 18, 2020	$1,001 - $15,000mid $8K	Stock	modelled
33	SP	Prologis, Inc. (Pld) [ST] other: F IlINg S TATuS : New S ubHOldINg O F : Rollover IRA	—	P	12/31/2019	12/31/2019	$1,001 - $15,000	1.00	PLD0.95	BuyBuy	Spouse	Dec 31, 2019	$1,001 - $15,000mid $8K	Stock	modelled
34	SP	Ross Stores, Inc. (ROST) [ST] other: F IlINg S TATuS : New S ubHOldINg O F : Rollover IRA	ROST	P	12/31/2019	12/31/2019	$1,001 - $15,000	1.00	ROST0.98	BuyBuy	Spouse	Dec 31, 2019	$1,001 - $15,000mid $8K	Stock	modelled
35	SP	Sherwin-Williams Company (SHW) [ST] other: F IlINg S TATuS : New S ubHOldINg O F : Rollover IRA	SHW	P	12/31/2019	12/31/2019	$1,001 - $15,000	1.00	SHW0.98	BuyBuy	Spouse	Dec 31, 2019	$1,001 - $15,000mid $8K	Stock	modelled
36	SP	Sysco Corporation (SYY) [ST] other: F IlINg S TATuS : New S ubHOldINg O F : Rollover IRA	SYY	P	12/31/2019	12/31/2019	$1,001 - $15,000	1.00	SYY0.98	BuyBuy	Spouse	Dec 31, 2019	$1,001 - $15,000mid $8K	Stock	modelled
37	SP	Sysco Corporation (SYY) [ST] other: F IlINg S TATuS : New S ubHOldINg O F : Rollover IRA	SYY	S	03/18/2020	03/18/2020	$1,001 - $15,000	1.00	SYY0.98	SellSell	Spouse	Mar 18, 2020	$1,001 - $15,000mid $8K	Stock	modelled
38	SP	Thermo Fisher Scientific Inc (TMO) [ST] other: F IlINg S TATuS : New S ubHOldINg O F : Rollover IRA	TMO	P	12/31/2019	12/31/2019	$1,001 - $15,000	1.00	TMO0.98	BuyBuy	Spouse	Dec 31, 2019	$1,001 - $15,000mid $8K	Stock	modelled
39	SP	Total S.A. (TOT) [ST] other: F IlINg S TATuS : New S ubHOldINg O F : Rollover IRA	TOT	P	12/31/2019	12/31/2019	$1,001 - $15,000	1.00	TOT0.98	BuyBuy	Spouse	Dec 31, 2019	$1,001 - $15,000mid $8K	Stock	modelled
40	SP	Total S.A. (TOT) [ST] other: F IlINg S TATuS : New S ubHOldINg O F : Rollover IRA	TOT	S	05/01/2020	05/01/2020	$1,001 - $15,000	1.00	TOT0.98	SellSell	Spouse	May 1, 2020	$1,001 - $15,000mid $8K	Stock	modelled
41	SP	Truist Financial Corporation (TFC) [ST] other: F IlINg S TATuS : New S ubHOldINg O F : Rollover IRA	TFC	P	12/31/2019	12/31/2019	$1,001 - $15,000	1.00	TFC0.98	BuyBuy	Spouse	Dec 31, 2019	$1,001 - $15,000mid $8K	Stock	modelled
42	SP	union Pacific Corporation (uNP) [ST] other: F IlINg S TATuS : New S ubHOldINg O F : Rollover IRA	—	P	12/31/2019	12/31/2019	$1,001 - $15,000	1.00	UNP0.95	BuyBuy	Spouse	Dec 31, 2019	$1,001 - $15,000mid $8K	Stock	modelled
43	SP	Visa Inc. (V) [ST] other: F IlINg S TATuS : New S ubHOldINg O F : Rollover IRA	V	P	12/31/2019	12/31/2019	$1,001 - $15,000	1.00	V0.98	BuyBuy	Spouse	Dec 31, 2019	$1,001 - $15,000mid $8K	Stock	modelled
44	SP	Walmart Inc. (WMT) [ST] other: F IlINg S TATuS : New S ubHOldINg O F : Rollover IRA	WMT	P	12/31/2019	12/31/2019	$1,001 - $15,000	1.00	WMT0.98	BuyBuy	Spouse	Dec 31, 2019	$1,001 - $15,000mid $8K	Stock	modelled
45	SP	Walt disney Company (dIS) [ST] other: F IlINg S TATuS : New S ubHOldINg O F : Rollover IRA	—	P	12/31/2019	12/31/2019	$1,001 - $15,000	1.00	DIS0.95	BuyBuy	Spouse	Dec 31, 2019	$1,001 - $15,000mid $8K	Stock	modelled
46	SP	Zoetis Inc. Class A (ZTS) [ST] other: F IlINg S TATuS : New S ubHOldINg O F : Rollover IRA	ZTS	P	12/31/2019	12/31/2019	$1,001 - $15,000	1.00	ZTS0.98	BuyBuy	Spouse	Dec 31, 2019	$1,001 - $15,000mid $8K	Stock	modelled