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20017260Parsed

DJoe Courtney · House · ptr · filed Aug 27, 2020

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Official filing metadata

Filer (as printed): Hon. Joe Courtney
Office (as printed): CT02
Chamber: House
Filing type: ptr
Filing date: Aug 27, 2020
Filing year: 2020
Document format: pdf

Processing (ours)

Status: Parsed
Rows parsed: 60
Parser version: house_pdf_v1
Fetched: Sep 9, 2026
Parsed: Sep 9, 2026
Internal id: 1266

row 6: stray text in ['cap']: gfedc

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 · 60

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	Ab global bond [OT] other: F IlINg S TATuS : New S ubHOldINg O F : Rollover IRA l OCATION : uS d ESCRIPTION : Mutual Fund	—	S	08/07/2020	08/07/2020	$1,001 - $15,000	1.00	—0.00	SellSell	Spouse	Aug 7, 2020	$1,001 - $15,000mid $8K	Other	not modelled
2	SP	Ab High Income [OT] other: F IlINg S TATuS : New S ubHOldINg O F : Rollover IRA l OCATION : uS d ESCRIPTION : Mutual Fund	—	S	08/07/2020	08/07/2020	$1,001 - $15,000	1.00	—0.00	SellSell	Spouse	Aug 7, 2020	$1,001 - $15,000mid $8K	Other	not modelled
3	SP	Abbott laboratories (AbT) [ST] other: F IlINg S TATuS : New S ubHOldINg O F : Rollover IRA	—	S	08/07/2020	08/07/2020	$1,001 - $15,000	1.00	ABT0.95	SellSell	Spouse	Aug 7, 2020	$1,001 - $15,000mid $8K	Stock	modelled
4	SP	Alphabet Inc. - Class A (gOOgl) [ST] other: F IlINg S TATuS : New S ubHOldINg O F : Rollover IRA	—	S	08/07/2020	08/07/2020	$1,001 - $15,000	1.00	GOOGL0.95	SellSell	Spouse	Aug 7, 2020	$1,001 - $15,000mid $8K	Stock	modelled
5	SP	Amazon.com, Inc. (AMZN) [ST] other: F IlINg S TATuS : New S ubHOldINg O F : Rollover IRA	AMZN	S	08/07/2020	08/07/2020	$15,001 - $50,000	1.00	AMZN0.98	SellSell	Spouse	Aug 7, 2020	$15,001 - $50,000mid $32.5K	Stock	modelled
6	SP	American Tower Corporation (AMT) [ST] other: F IlINg S TATuS : New S ubHOldINg O F : Rollover IRA	AMT	S	08/07/2020	08/07/2020	$1,001 - $15,000	0.70	AMT0.98	SellSell	Spouse	Aug 7, 2020	$1,001 - $15,000mid $8K	Stock	Reviewmodelled
7	SP	Anthem, Inc. (ANTM) [ST] other: F IlINg S TATuS : New S ubHOldINg O F : Rollover IRA	ANTM	S	08/07/2020	08/07/2020	$1,001 - $15,000	1.00	—0.60	SellSell	Spouse	Aug 7, 2020	$1,001 - $15,000mid $8K	Stock	Reviewnot modelled
8	SP	Apple Inc. (AAPl) [ST] other: F IlINg S TATuS : New S ubHOldINg O F : Rollover IRA	—	S	08/07/2020	08/07/2020	$1,001 - $15,000	1.00	AAPL0.95	SellSell	Spouse	Aug 7, 2020	$1,001 - $15,000mid $8K	Stock	modelled
9	SP	ball Corporation (bll) [ST] other: F IlINg S TATuS : New S ubHOldINg O F : Rollover IRA	—	S	08/07/2020	08/07/2020	$1,001 - $15,000	1.00	BALL0.95	SellSell	Spouse	Aug 7, 2020	$1,001 - $15,000mid $8K	Stock	modelled
10	SP	blackRock, Inc. (blK) [ST] other: F IlINg S TATuS : New S ubHOldINg O F : Rollover IRA	—	S	08/07/2020	08/07/2020	$1,001 - $15,000	1.00	BLK0.95	SellSell	Spouse	Aug 7, 2020	$1,001 - $15,000mid $8K	Stock	modelled
11	SP	brown Advantage Sustainable growth [OT] other: F IlINg S TATuS : New S ubHOldINg O F : Rollover IRA l OCATION : uS d ESCRIPTION : Mutual Fund	—	P	08/07/2020	08/07/2020	$15,001 - $50,000	1.00	—0.00	BuyBuy	Spouse	Aug 7, 2020	$15,001 - $50,000mid $32.5K	Other	not modelled
12	SP	brown Advantage Sustainable growth [OT] other: F IlINg S TATuS : New S ubHOldINg O F : Rollover IRA l OCATION : uS d ESCRIPTION : Mutual Fund	—	P	08/07/2020	08/07/2020	$1,001 - $15,000	1.00	—0.00	BuyBuy	Spouse	Aug 7, 2020	$1,001 - $15,000mid $8K	Other	not modelled
13	SP	Calvert Equity Fund [OT] other: F IlINg S TATuS : New S ubHOldINg O F : Rollover IRA l OCATION : uS d ESCRIPTION : Mutual Fund	—	P	08/07/2020	08/07/2020	$15,001 - $50,000	1.00	—0.00	BuyBuy	Spouse	Aug 7, 2020	$15,001 - $50,000mid $32.5K	Other	not modelled
14	SP	Calvert uS large Cap Value Responsible Index [OT] other: F IlINg S TATuS : New S ubHOldINg O F : Rollover IRA l OCATION : uS d ESCRIPTION : Mutual Fund	—	P	08/07/2020	08/07/2020	$15,001 - $50,000	1.00	—0.00	BuyBuy	Spouse	Aug 7, 2020	$15,001 - $50,000mid $32.5K	Other	not modelled
15	SP	Capital One Financial Corporation (COF) [ST] other: F IlINg S TATuS : New S ubHOldINg O F : Rollover IRA	COF	S	08/07/2020	08/07/2020	$1,001 - $15,000	1.00	COF0.98	SellSell	Spouse	Aug 7, 2020	$1,001 - $15,000mid $8K	Stock	modelled
16	SP	Chevron Corporation (CVX) [ST] other: F IlINg S TATuS : New S ubHOldINg O F : Rollover IRA	CVX	S	08/07/2020	08/07/2020	$1,001 - $15,000	1.00	CVX0.98	SellSell	Spouse	Aug 7, 2020	$1,001 - $15,000mid $8K	Stock	modelled
17	SP	Cisco Systems, Inc. (CSCO) [ST] other: F IlINg S TATuS : New S ubHOldINg O F : Rollover IRA	CSCO	S	08/07/2020	08/07/2020	$1,001 - $15,000	1.00	CSCO0.98	SellSell	Spouse	Aug 7, 2020	$1,001 - $15,000mid $8K	Stock	modelled
18	SP	Citigroup, Inc. (C) [ST] other: F IlINg S TATuS : New S ubHOldINg O F : Rollover IRA	C	S	08/07/2020	08/07/2020	$1,001 - $15,000	1.00	C0.98	SellSell	Spouse	Aug 7, 2020	$1,001 - $15,000mid $8K	Stock	modelled
19	SP	Constellation brands, Inc. (STZ) [ST] other: F IlINg S TATuS : New S ubHOldINg O F : Rollover IRA	STZ	S	08/07/2020	08/07/2020	$1,001 - $15,000	1.00	STZ0.98	SellSell	Spouse	Aug 7, 2020	$1,001 - $15,000mid $8K	Stock	modelled
20	SP	Costco Wholesale Corporation (COST) [ST] other: F IlINg S TATuS : New S ubHOldINg O F : Rollover IRA	COST	S	08/07/2020	08/07/2020	$1,001 - $15,000	1.00	COST0.98	SellSell	Spouse	Aug 7, 2020	$1,001 - $15,000mid $8K	Stock	modelled
21	SP	CRA Qualified Investment Fund [OT] other: F IlINg S TATuS : New S ubHOldINg O F : Rollover IRA l OCATION : uS d ESCRIPTION : Mutual Fund	—	P	08/07/2020	08/07/2020	$1,001 - $15,000	1.00	—0.00	BuyBuy	Spouse	Aug 7, 2020	$1,001 - $15,000mid $8K	Other	not modelled
22	SP	CRA Qualified Investment Fund [OT] other: F IlINg S TATuS : New S ubHOldINg O F : Rollover IRA l OCATION : uS d ESCRIPTION : Mutual Fund	—	P	08/07/2020	08/07/2020	$1,001 - $15,000	1.00	—0.00	BuyBuy	Spouse	Aug 7, 2020	$1,001 - $15,000mid $8K	Other	not modelled
23	SP	danaher Corporation (dHR) [ST] other: F IlINg S TATuS : New S ubHOldINg O F : Rollover IRA	—	S	08/07/2020	08/07/2020	$1,001 - $15,000	1.00	DHR0.95	SellSell	Spouse	Aug 7, 2020	$1,001 - $15,000mid $8K	Stock	modelled
24	SP	delaware Corporate bond [OT] other: F IlINg S TATuS : New S ubHOldINg O F : Rollover IRA l OCATION : uS d ESCRIPTION : Mutual Fund	—	P	08/07/2020	08/07/2020	$1,001 - $15,000	1.00	—0.00	BuyBuy	Spouse	Aug 7, 2020	$1,001 - $15,000mid $8K	Other	not modelled
25	SP	delaware Corporate bond [OT] other: F IlINg S TATuS : New S ubHOldINg O F : Rollover IRA l OCATION : uS d ESCRIPTION : Mutual Fund	—	P	08/07/2020	08/07/2020	$1,001 - $15,000	1.00	—0.00	BuyBuy	Spouse	Aug 7, 2020	$1,001 - $15,000mid $8K	Other	not modelled
26	SP	delaware Small Cap Core [OT] other: F IlINg S TATuS : New S ubHOldINg O F : Rollover IRA l OCATION : uS d ESCRIPTION : Mutual Fund	—	P	08/07/2020	08/07/2020	$1,001 - $15,000	1.00	—0.00	BuyBuy	Spouse	Aug 7, 2020	$1,001 - $15,000mid $8K	Other	not modelled
27	SP	delaware Small Cap Core Fund [OT] other: F IlINg S TATuS : New S ubHOldINg O F : Rollover IRA l OCATION : uS d ESCRIPTION : Mutual Fund	—	P	08/07/2020	08/07/2020	$1,001 - $15,000	1.00	—0.00	BuyBuy	Spouse	Aug 7, 2020	$1,001 - $15,000mid $8K	Other	not modelled
28	SP	Fidelity Advisor Total bond [OT] other: F IlINg S TATuS : New S ubHOldINg O F : Rollover IRA l OCATION : uS d ESCRIPTION : Mutual Fund	—	S	08/07/2020	08/07/2020	$1,001 - $15,000	1.00	—0.00	SellSell	Spouse	Aug 7, 2020	$1,001 - $15,000mid $8K	Other	not modelled
29	SP	Fiserv, Inc. (FISV) [ST] other: F IlINg S TATuS : New S ubHOldINg O F : Rollover IRA	FISV	S	08/07/2020	08/07/2020	$1,001 - $15,000	1.00	FISV0.98	SellSell	Spouse	Aug 7, 2020	$1,001 - $15,000mid $8K	Stock	modelled
30	SP	guggenheim Total Return [OT] other: F IlINg S TATuS : New S ubHOldINg O F : Rollover IRA l OCATION : uS d ESCRIPTION : Mutual Fund	—	S	08/07/2020	08/07/2020	$1,001 - $15,000	1.00	—0.00	SellSell	Spouse	Aug 7, 2020	$1,001 - $15,000mid $8K	Other	not modelled
31	SP	Hilton Worldwide Holdings Inc. (HlT) [ST] other: F IlINg S TATuS : New S ubHOldINg O F : Rollover IRA	—	S	08/07/2020	08/07/2020	$1,001 - $15,000	1.00	HLT0.95	SellSell	Spouse	Aug 7, 2020	$1,001 - $15,000mid $8K	Stock	modelled
32	SP	Home depot, Inc. (Hd) [ST] other: F IlINg S TATuS : New S ubHOldINg O F : Rollover IRA	—	S	08/07/2020	08/07/2020	$1,001 - $15,000	1.00	HD0.95	SellSell	Spouse	Aug 7, 2020	$1,001 - $15,000mid $8K	Stock	modelled
33	SP	Honeywell International Inc. (HON) [ST] other: F IlINg S TATuS : New S ubHOldINg O F : Rollover IRA	HON	S	08/07/2020	08/07/2020	$1,001 - $15,000	1.00	HON0.98	SellSell	Spouse	Aug 7, 2020	$1,001 - $15,000mid $8K	Stock	modelled
34	SP	ISH uSd High Yield Corporate bond [OT] other: F IlINg S TATuS : New S ubHOldINg O F : Rollover IRA l OCATION : uS d ESCRIPTION : Mutual Fund	—	P	08/07/2020	08/07/2020	$1,001 - $15,000	1.00	—0.00	BuyBuy	Spouse	Aug 7, 2020	$1,001 - $15,000mid $8K	Other	not modelled
35	SP	IShares MSCI EM ESg Optimized [OT] other: F IlINg S TATuS : New S ubHOldINg O F : Rollover IRA l OCATION : uS d ESCRIPTION : ETF	—	P	08/07/2020	08/07/2020	$1,001 - $15,000	1.00	—0.00	BuyBuy	Spouse	Aug 7, 2020	$1,001 - $15,000mid $8K	Etf	not modelled
36	SP	IShares Trust MSCI EAFE ESg Optimized [OT] other: F IlINg S TATuS : New S ubHOldINg O F : Rollover IRA l OCATION : uS d ESCRIPTION : ETF	—	P	08/07/2020	08/07/2020	$15,001 - $50,000	1.00	—0.00	BuyBuy	Spouse	Aug 7, 2020	$15,001 - $50,000mid $32.5K	Etf	not modelled
37	SP	IShares uS Treasury bond [OT] other: F IlINg S TATuS : New S ubHOldINg O F : Rollover IRA l OCATION : uS d ESCRIPTION : Mutual Fund	—	P	08/07/2020	08/07/2020	$1,001 - $15,000	1.00	—0.00	BuyBuy	Spouse	Aug 7, 2020	$1,001 - $15,000mid $8K	Etf	not modelled
38	SP	JP Morgan Chase & Co. (JPM) [ST] other: F IlINg S TATuS : New S ubHOldINg O F : Rollover IRA	JPM	S	08/07/2020	08/07/2020	$1,001 - $15,000	1.00	JPM0.98	SellSell	Spouse	Aug 7, 2020	$1,001 - $15,000mid $8K	Stock	modelled
39	SP	Keurig dr Pepper Inc. (KdP) [ST] other: F IlINg S TATuS : New S ubHOldINg O F : Rollover IRA	—	S	08/07/2020	08/07/2020	$1,001 - $15,000	1.00	KDP0.95	SellSell	Spouse	Aug 7, 2020	$1,001 - $15,000mid $8K	Stock	modelled
40	SP	lockheed Martin Corporation (lMT) [ST] other: F IlINg S TATuS : New S ubHOldINg O F : Rollover IRA	—	S	08/07/2020	08/07/2020	$1,001 - $15,000	1.00	LMT0.95	SellSell	Spouse	Aug 7, 2020	$1,001 - $15,000mid $8K	Stock	modelled
41	SP	Microchip Technology Incorporated (MCHP) [ST] other: F IlINg S TATuS : New S ubHOldINg O F : Rollover IRA	MCHP	S	08/07/2020	08/07/2020	$1,001 - $15,000	1.00	MCHP0.98	SellSell	Spouse	Aug 7, 2020	$1,001 - $15,000mid $8K	Stock	modelled
42	SP	Microsoft Corporation (MSFT) [ST] other: F IlINg S TATuS : New S ubHOldINg O F : Rollover IRA	MSFT	S	08/07/2020	08/07/2020	$1,001 - $15,000	1.00	MSFT0.98	SellSell	Spouse	Aug 7, 2020	$1,001 - $15,000mid $8K	Stock	modelled
43	SP	NextEra Energy, Inc. (NEE) [ST] other: F IlINg S TATuS : New S ubHOldINg O F : Rollover IRA	NEE	S	08/07/2020	08/07/2020	$1,001 - $15,000	1.00	NEE0.98	SellSell	Spouse	Aug 7, 2020	$1,001 - $15,000mid $8K	Stock	modelled
44	SP	Nuveen ESg large Cap Value [OT] other: F IlINg S TATuS : New S ubHOldINg O F : Rollover IRA l OCATION : uS d ESCRIPTION : Mutual Fund	—	P	08/07/2020	08/07/2020	$15,001 - $50,000	1.00	—0.00	BuyBuy	Spouse	Aug 7, 2020	$15,001 - $50,000mid $32.5K	Other	not modelled
45	SP	Pepsico, Inc. (PEP) [ST] other: F IlINg S TATuS : New S ubHOldINg O F : Rollover IRA	PEP	S	08/07/2020	08/07/2020	$1,001 - $15,000	1.00	PEP0.98	SellSell	Spouse	Aug 7, 2020	$1,001 - $15,000mid $8K	Stock	modelled
46	SP	Pimco Income Fund [OT] other: F IlINg S TATuS : New S ubHOldINg O F : Rollover IRA l OCATION : uS d ESCRIPTION : Mutual Fund	—	S	08/07/2020	08/07/2020	$1,001 - $15,000	1.00	—0.00	SellSell	Spouse	Aug 7, 2020	$1,001 - $15,000mid $8K	Other	not modelled
47	SP	Prologis, Inc. (Pld) [ST] other: F IlINg S TATuS : New S ubHOldINg O F : Rollover IRA	—	S	08/07/2020	08/07/2020	$1,001 - $15,000	1.00	PLD0.95	SellSell	Spouse	Aug 7, 2020	$1,001 - $15,000mid $8K	Stock	modelled
48	SP	Ross Stores, Inc. (ROST) [ST] other: F IlINg S TATuS : New S ubHOldINg O F : Rollover IRA	ROST	S	08/07/2020	08/07/2020	$1,001 - $15,000	1.00	ROST0.98	SellSell	Spouse	Aug 7, 2020	$1,001 - $15,000mid $8K	Stock	modelled
49	SP	Sherwin-Williams Company (SHW) [ST] other: F IlINg S TATuS : New S ubHOldINg O F : Rollover IRA	SHW	S	08/07/2020	08/07/2020	$1,001 - $15,000	1.00	SHW0.98	SellSell	Spouse	Aug 7, 2020	$1,001 - $15,000mid $8K	Stock	modelled
50	SP	SPdR bloomberg barclays 1-3 month T-bill [OT] other: F IlINg S TATuS : New S ubHOldINg O F : Rollover IRA l OCATION : uS d ESCRIPTION : ETF	—	P	08/07/2020	08/07/2020	$1,001 - $15,000	1.00	—0.00	BuyBuy	Spouse	Aug 7, 2020	$1,001 - $15,000mid $8K	Etf	not modelled
51	SP	Thermo Fisher Scientific Inc (TMO) [ST] other: F IlINg S TATuS : New S ubHOldINg O F : Rollover IRA	TMO	S	08/07/2020	08/07/2020	$1,001 - $15,000	1.00	TMO0.98	SellSell	Spouse	Aug 7, 2020	$1,001 - $15,000mid $8K	Stock	modelled
52	SP	TIAA-CREF Core Impact bond [OT] other: F IlINg S TATuS : New S ubHOldINg O F : Rollover IRA l OCATION : uS d ESCRIPTION : Mutual Fund	—	P	08/07/2020	08/07/2020	$1,001 - $15,000	1.00	—0.00	BuyBuy	Spouse	Aug 7, 2020	$1,001 - $15,000mid $8K	Other	not modelled
53	SP	TIAA-CREF Impact bond [OT] other: F IlINg S TATuS : New S ubHOldINg O F : Rollover IRA l OCATION : uS d ESCRIPTION : Mutual Fund	—	P	08/07/2020	08/07/2020	$15,001 - $50,000	1.00	—0.00	BuyBuy	Spouse	Aug 7, 2020	$15,001 - $50,000mid $32.5K	Other	not modelled
54	SP	Truist Financial Corporation (TFC) [ST] other: F IlINg S TATuS : New S ubHOldINg O F : Rollover IRA	TFC	S	08/07/2020	08/07/2020	$1,001 - $15,000	1.00	TFC0.98	SellSell	Spouse	Aug 7, 2020	$1,001 - $15,000mid $8K	Stock	modelled
55	SP	union Pacific Corporation (uNP) [ST] other: F IlINg S TATuS : New S ubHOldINg O F : Rollover IRA	—	S	08/07/2020	08/07/2020	$1,001 - $15,000	1.00	UNP0.95	SellSell	Spouse	Aug 7, 2020	$1,001 - $15,000mid $8K	Stock	modelled
56	SP	Vanguard Total International bond [OT] other: F IlINg S TATuS : New S ubHOldINg O F : Rollover IRA l OCATION : uS d ESCRIPTION : ETF	—	P	08/07/2020	08/07/2020	$1,001 - $15,000	1.00	—0.00	BuyBuy	Spouse	Aug 7, 2020	$1,001 - $15,000mid $8K	Other	not modelled
57	SP	Visa Inc. (V) [ST] other: F IlINg S TATuS : New S ubHOldINg O F : Rollover IRA	V	S	08/07/2020	08/07/2020	$1,001 - $15,000	1.00	V0.98	SellSell	Spouse	Aug 7, 2020	$1,001 - $15,000mid $8K	Stock	modelled
58	SP	Walmart Inc. (WMT) [ST] other: F IlINg S TATuS : New S ubHOldINg O F : Rollover IRA	WMT	S	08/07/2020	08/07/2020	$1,001 - $15,000	1.00	WMT0.98	SellSell	Spouse	Aug 7, 2020	$1,001 - $15,000mid $8K	Stock	modelled
59	SP	Walt disney Company (dIS) [ST] other: F IlINg S TATuS : New S ubHOldINg O F : Rollover IRA	—	S	08/07/2020	08/07/2020	$1,001 - $15,000	1.00	DIS0.95	SellSell	Spouse	Aug 7, 2020	$1,001 - $15,000mid $8K	Stock	modelled
60	SP	Zoetis Inc. Class A (ZTS) [ST] other: F IlINg S TATuS : New S ubHOldINg O F : Rollover IRA	ZTS	S	08/07/2020	08/07/2020	$1,001 - $15,000	1.00	ZTS0.98	SellSell	Spouse	Aug 7, 2020	$1,001 - $15,000mid $8K	Stock	modelled