Official filing metadata
- Filer (as printed)
- Hon. Joe Courtney
- Office (as printed)
- CT02
- Chamber
- House
- Filing type
- ptr
- Filing date
- Nov 16, 2020
- Filing year
- 2020
- Document format
Processing (ours)
- Status
- Parsed
- Rows parsed
- 21
- Parser version
- house_pdf_v1
- Fetched
- Sep 9, 2026
- Parsed
- Sep 9, 2026
- Internal id
- 1268
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 · 21
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 | SP | Apple Inc. (AAPL) [ST] other: F ILINg S TATUS : New S UbHOLDINg O F : Inherited IRA | AAPL | S | 10/16/2020 | 10/16/2020 | $1,001 - $15,000 | 1.00 | AAPL0.98 | SellSell | Spouse | Oct 16, 2020 | $1,001 - $15,000mid $8K | Stock | modelled |
| 2 | SP | Federated MDT Small Cap growth [OT] other: F ILINg S TATUS : New S UbHOLDINg O F : Inherited IRA L OCATION : US D ESCRIPTION : QISCX | — | S | 10/16/2020 | 10/16/2020 | $1,001 - $15,000 | 1.00 | —0.00 | SellSell | Spouse | Oct 16, 2020 | $1,001 - $15,000mid $8K | Other | not modelled |
| 3 | SP | Franklin growth Fund Advantage [OT] other: F ILINg S TATUS : New S UbHOLDINg O F : Inherited IRA L OCATION : US D ESCRIPTION : FCgAX | — | P | 10/16/2020 | 10/16/2020 | $1,001 - $15,000 | 1.00 | —0.00 | BuyBuy | Spouse | Oct 16, 2020 | $1,001 - $15,000mid $8K | Other | not modelled |
| 4 | SP | Franklin International growth Advisor Class [OT] other: F ILINg S TATUS : New S UbHOLDINg O F : Inherited IRA L OCATION : US D ESCRIPTION : FNgZX | — | P | 10/16/2020 | 10/16/2020 | $1,001 - $15,000 | 1.00 | —0.00 | BuyBuy | Spouse | Oct 16, 2020 | $1,001 - $15,000mid $8K | Other | not modelled |
| 5 | SP | Franklin Liberty Investment grade Corporate ETF (FLCO) [ST] other: F ILINg S TATUS : New S UbHOLDINg O F : Inherited IRA | FLCO | P | 10/16/2020 | 10/16/2020 | $1,001 - $15,000 | 1.00 | FLCO0.98 | BuyBuy | Spouse | Oct 16, 2020 | $1,001 - $15,000mid $8K | Etf | modelled |
| 6 | SP | Franklin Liberty U.S. Core bond ETF (FLCb) [ST] other: F ILINg S TATUS : New S UbHOLDINg O F : Inherited IRA | — | P | 10/16/2020 | 10/16/2020 | $1,001 - $15,000 | 1.00 | —0.00 | BuyBuy | Spouse | Oct 16, 2020 | $1,001 - $15,000mid $8K | Etf | not modelled |
| 7 | SP | Franklin LibertyQ U.S. Equity ETF (FLQL) [ST] other: F ILINg S TATUS : New S UbHOLDINg O F : Inherited IRA | FLQL | P | 10/16/2020 | 10/16/2020 | $1,001 - $15,000 | 1.00 | FLQL0.98 | BuyBuy | Spouse | Oct 16, 2020 | $1,001 - $15,000mid $8K | Etf | modelled |
| 8 | SP | Franklin Small Cap growth Fund [OT] other: F ILINg S TATUS : New S UbHOLDINg O F : Inherited IRA L OCATION : US D ESCRIPTION : FSSAX | — | P | 10/16/2020 | 10/16/2020 | $1,001 - $15,000 | 1.00 | —0.00 | BuyBuy | Spouse | Oct 16, 2020 | $1,001 - $15,000mid $8K | Other | not modelled |
| 9 | SP | Franklin Small Cap Value Fund [OT] other: F ILINg S TATUS : New S UbHOLDINg O F : Inherited IRA L OCATION : US D ESCRIPTION : FVADX | — | P | 10/16/2020 | 10/16/2020 | $1,001 - $15,000 | 1.00 | —0.00 | BuyBuy | Spouse | Oct 16, 2020 | $1,001 - $15,000mid $8K | Other | not modelled |
| 10 | SP | goldman Sachs International Equity Insights [OT] other: F ILINg S TATUS : New S UbHOLDINg O F : Inherited IRA L OCATION : US D ESCRIPTION : gCIIX | — | P | 10/16/2020 | 10/16/2020 | $1,001 - $15,000 | 1.00 | —0.00 | BuyBuy | Spouse | Oct 16, 2020 | $1,001 - $15,000mid $8K | Other | not modelled |
| 11 | SP | iShares U.S. Treasury bond ETF (gOVT) [ST] other: F ILINg S TATUS : New S UbHOLDINg O F : Inherited IRA | — | P | 10/16/2020 | 10/16/2020 | $1,001 - $15,000 | 1.00 | —0.00 | BuyBuy | Spouse | Oct 16, 2020 | $1,001 - $15,000mid $8K | Etf | not modelled |
| 12 | SP | JP Morgan Mortgage backed Securities [OT] other: F ILINg S TATUS : New S UbHOLDINg O F : Inherited IRA L OCATION : US D ESCRIPTION : OMbIX | — | P | 10/16/2020 | 10/16/2020 | $1,001 - $15,000 | 1.00 | —0.00 | BuyBuy | Spouse | Oct 16, 2020 | $1,001 - $15,000mid $8K | Other | not modelled |
| 13 | SP | Loomis Sayles Senior Float Rate [OT] other: F ILINg S TATUS : New S UbHOLDINg O F : Inherited IRA L OCATION : US D ESCRIPTION : LSFYX | — | S | 10/16/2020 | 10/16/2020 | $1,001 - $15,000 | 1.00 | —0.00 | SellSell | Spouse | Oct 16, 2020 | $1,001 - $15,000mid $8K | Other | not modelled |
| 14 | SP | Pimco FDS Income Institutional [OT] other: F ILINg S TATUS : New S UbHOLDINg O F : Inherited IRA L OCATION : US D ESCRIPTION : PIMIX | — | S | 10/16/2020 | 10/16/2020 | $15,001 - $50,000 | 1.00 | —0.83 | SellSell | Spouse | Oct 16, 2020 | $15,001 - $50,000mid $32.5K | Other | Reviewnot modelled |
| 15 | SP | SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) [ST] other: F ILINg S TATUS : New S UbHOLDINg O F : Inherited IRA | SPTM | S | 10/16/2020 | 10/16/2020 | $1,001 - $15,000 | 1.00 | SPTM0.98 | SellSell | Spouse | Oct 16, 2020 | $1,001 - $15,000mid $8K | Etf | modelled |
| 16 | SP | T Rowe Price blue Chip growth [OT] other: F ILINg S TATUS : New S UbHOLDINg O F : Inherited IRA L OCATION : US D ESCRIPTION : TbCIX | — | S | 10/16/2020 | 10/16/2020 | $1,001 - $15,000 | 1.00 | TRBCX0.92 | SellSell | Spouse | Oct 16, 2020 | $1,001 - $15,000mid $8K | Other | not modelled |
| 17 | SP | Templeton Developing Markets Trust [OT] other: F ILINg S TATUS : New S UbHOLDINg O F : Inherited IRA L OCATION : US D ESCRIPTION : TDADX | — | P | 10/16/2020 | 10/16/2020 | $1,001 - $15,000 | 1.00 | —0.00 | BuyBuy | Spouse | Oct 16, 2020 | $1,001 - $15,000mid $8K | Other | not modelled |
| 18 | SP | Vanguard FTSE Developed Markets ETF (VEA) [ST] other: F ILINg S TATUS : New S UbHOLDINg O F : Inherited IRA | VEA | P | 10/16/2020 | 10/16/2020 | $1,001 - $15,000 | 1.00 | VEA0.98 | BuyBuy | Spouse | Oct 16, 2020 | $1,001 - $15,000mid $8K | Etf | modelled |
| 19 | SP | Vanguard FTSE Emerging Markets ETF (VWO) [ST] other: F ILINg S TATUS : New S UbHOLDINg O F : Inherited IRA | VWO | P | 10/16/2020 | 10/16/2020 | $1,001 - $15,000 | 1.00 | VWO0.98 | BuyBuy | Spouse | Oct 16, 2020 | $1,001 - $15,000mid $8K | Etf | modelled |
| 20 | SP | Vanguard S&P 500 ETF (VOO) [ST] other: F ILINg S TATUS : New S UbHOLDINg O F : Inherited IRA | VOO | P | 10/16/2020 | 10/16/2020 | $15,001 - $50,000 | 1.00 | VOO0.98 | BuyBuy | Spouse | Oct 16, 2020 | $15,001 - $50,000mid $32.5K | Etf | modelled |
| 21 | SP | WCM Focused International growth [OT] other: F ILINg S TATUS : New S UbHOLDINg O F : Inherited IRA L OCATION : US D ESCRIPTION : WCMIX | — | S | 10/16/2020 | 10/16/2020 | $1,001 - $15,000 | 1.00 | —0.90 | SellSell | Spouse | Oct 16, 2020 | $1,001 - $15,000mid $8K | Other | Reviewnot modelled |