Official filing metadata
- Filer (as printed)
- Hon. Charles J. "Chuck" Fleischmann
- Office (as printed)
- TN03
- Chamber
- House
- Filing type
- ptr
- Filing date
- May 28, 2020
- Filing year
- 2020
- Document format
- pdf_image
Processing (ours)
- Status
- Parsed
- Rows parsed
- 32
- Parser version
- ocr_grid_v1
- Fetched
- Sep 9, 2026
- Parsed
- Sep 14, 2026
- Internal id
- 1323
REVIEW OCR 6p, rotation [90]: 32 rows from 6 data pages
Reading this page
This filing is a scanned image. The left half of each row below is our OCR reading of it: text read from the page and the box marked in each column. Each row carries a confidence and, where the reading may be wrong, the reason. Check the official document before relying on a row. The right half is our normalized interpretation.
When the two disagree, the official document wins. Rows flagged for review are kept, never discarded, and the raw text is never edited.
Rows · 32
Left: OCR reading of the scan · Right: normalized
| Read from the scan by OCR · check the document | Normalized · our interpretation | ||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| # | Owner | Asset | Ticker | Type | Tx date | Notified | Amount | Conf. | Ticker | Type | Owner | Tx date | Amount | Class | Flags |
| 1 | DC | Dodge & Cox international Fund (DODFX) | — | S | 04/15/2020 | 05/01/2020 | $15,001 - $50,000 | 0.99 | DODFX0.98 | SellSell | Dependent | Apr 15, 2020 | $15,001 - $50,000mid $32.5K | Mutual fund | not modelled |
| 2 | DC | Euronet Woridwide Inc (EEFT) | — | P | 04/15/2020 | 05/01/2020 | $15,001 - $50,000 | 0.99 | EEFT0.98 | BuyBuy | Dependent | Apr 15, 2020 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 3 | JT | Invesco S&P 500 Quality ETF (SPHQ) | — | P | 04/01/2020 | 05/01/2020 | $1,001 - $15,000 | 0.99 | SPHQ0.98 | BuyBuy | Joint | Apr 1, 2020 | $1,001 - $15,000mid $8K | Etf | modelled |
| 4 | JT | iShares Gold Trust (IAU) | — | S | 04/01/2020 | 05/01/2020 | $1,001 - $15,000 | 0.99 | IAU0.98 | SellSell | Joint | Apr 1, 2020 | $1,001 - $15,000mid $8K | Etf | modelled |
| 5 | JT | iShares iBoxx $ Invmt Grade Corp Bd (LQD) | — | P | 04/01/2020 | 05/01/2020 | $1,001 - $15,000 | 0.99 | LQD0.98 | BuyBuy | Joint | Apr 1, 2020 | $1,001 - $15,000mid $8K | Etf | modelled |
| 6 | JT | iShares S&P 500 Grawth ETF (IWW) | — | S | 04/01/2020 | 05/01/2020 | $1,001 - $15,000 | 0.99 | —0.87 | SellSell | Joint | Apr 1, 2020 | $1,001 - $15,000mid $8K | Etf | Reviewnot modelled |
| 7 | JT | iSnares S&P 500 Value ETF (IVE) | — | S | 04/01/2020 | 05/01/2020 | $1,001 - $15,000 | 0.99 | IVE0.98 | SellSell | Joint | Apr 1, 2020 | $1,001 - $15,000mid $8K | Etf | modelled |
| 8 | JT | iShares 20+ Year Treasury Bond ETF (TLT) | — | S | 04/01/2020 | 05/01/2020 | $1,001 - $15,000 | 0.99 | TLT0.98 | SellSell | Joint | Apr 1, 2020 | $1,001 - $15,000mid $8K | Etf | modelled |
| 9 | JT | iShares S&P Mid-Cap 4a0 Growth ETF (IJK) | — | S | 04/01/2020 | 05/01/2020 | $1,001 - $15,000 | 0.99 | —0.82 | SellSell | Joint | Apr 1, 2020 | $1,001 - $15,000mid $8K | Etf | Reviewnot modelled |
| 10 | JT | iShares S&P* Mid-Cap 400 Value ETF (IJJ) | — | S | 04/01/2020 | 05/01/2020 | $1,001 - $15,000 | 0.99 | IJJ0.98 | SellSell | Joint | Apr 1, 2020 | $1,001 - $15,000mid $8K | Etf | modelled |
| 11 | JT | iShares Long-Term Corporate Bond (IGLB) | — | S | 04/01/2020 | 05/01/2020 | $1,001 - $15,000 | 0.99 | IGLB0.98 | SellSell | Joint | Apr 1, 2020 | $1,001 - $15,000mid $8K | Etf | modelled |
| 12 | JT | iShares iBonds Dec 2027 Term Corp (IBDS) | — | S | 04/01/2020 | 05/01/2020 | $1,001 - $15,000 | 0.99 | IBDS0.98 | SellSell | Joint | Apr 1, 2020 | $1,001 - $15,000mid $8K | Etf | modelled |
| 13 | JT | iShares iBonds Dec 2028 Term Corp (IBDT) | — | S | 04/01/2020 | 05/01/2020 | $1,001 - $15,000 | 0.99 | IBDT0.98 | SellSell | Joint | Apr 1, 2020 | $1,001 - $15,000mid $8K | Etf | modelled |
| 14 | JT | iShares iBonds Dec 2029 Term Corp (IBDU) | — | S | 04/01/2020 | 05/01/2020 | $1,001 - $15,000 | 0.99 | IBDU0.98 | SellSell | Joint | Apr 1, 2020 | $1,001 - $15,000mid $8K | Etf | modelled |
| 15 | JT | iShares iBonds Dec 2029 Term Tr ETF (IBTJ) | — | P | 04/01/2020 | 05/01/2020 | $1,001 - $15,000 | 0.99 | IBTJ0.98 | BuyBuy | Joint | Apr 1, 2020 | $1,001 - $15,000mid $8K | Etf | modelled |
| 16 | JT | IShares IBonds Dec 2028 Term Tr ETF (IBT1) | — | P | 04/01/2020 | 05/01/2020 | $1,001 - $15,000 | 0.99 | —0.60 | BuyBuy | Joint | Apr 1, 2020 | $1,001 - $15,000mid $8K | Etf | Reviewnot modelled |
| 17 | JT | IShares iBonds Dec 2027 Term Tr ETF (IBTH) | — | P | 04/01/2020 | 05/01/2020 | $1,001 - $15,000 | 0.99 | IBTH0.98 | BuyBuy | Joint | Apr 1, 2020 | $1,001 - $15,000mid $8K | Etf | modelled |
| 18 | JT | iShares iBonds Dec 2026 Term Tr ETF (IBTG) | — | P | 04/01/2020 | 05/01/2020 | $1,001 - $15,000 | 0.99 | IBTG0.98 | BuyBuy | Joint | Apr 1, 2020 | $1,001 - $15,000mid $8K | Etf | modelled |
| 19 | JT | SPDR S&P 600 Small Cap Growth (SLYG) | — | P | 04/01/2020 | 05/01/2020 | $1,001 - $15,000 | 0.99 | SLYG0.98 | BuyBuy | Joint | Apr 1, 2020 | $1,001 - $15,000mid $8K | Etf | modelled |
| 20 | JT | SPDR S&P 600 Small Cap Value ETF (SLYV) | — | P | 04/01/2020 | 05/01/2020 | $1,001 - $15,000 | 0.99 | SLYV0.98 | BuyBuy | Joint | Apr 1, 2020 | $1,001 - $15,000mid $8K | Etf | modelled |
| 21 | JT | SPDR Portfolio S&P 500 Growth ETF (SPYG) | — | P | 04/01/2020 | 05/01/2020 | $1,001 - $15,000 | 0.99 | SPYG0.98 | BuyBuy | Joint | Apr 1, 2020 | $1,001 - $15,000mid $8K | Etf | modelled |
| 22 | JT | SPDR Portfolio S&P 500 Value ETF (SPYV) | — | P | 04/01/2020 | 05/01/2020 | $1,001 - $15,000 | 0.99 | SPYV0.98 | BuyBuy | Joint | Apr 1, 2020 | $1,001 - $15,000mid $8K | Etf | modelled |
| 23 | JT | SPDR S&P 400 Mid Cap Growth ETF (MDYG) | — | P | 04/01/2020 | 05/01/2020 | $1,001 - $15,000 | 0.99 | MDYG0.98 | BuyBuy | Joint | Apr 1, 2020 | $1,001 - $15,000mid $8K | Etf | modelled |
| 24 | JT | ishares iBands Dec 2023 Term Corp (IBDO) | — | P | 04/01/2020 | 05/01/2020 | $1,001 - $15,000 | 0.99 | IBDO0.98 | BuyBuy | Joint | Apr 1, 2020 | $1,001 - $15,000mid $8K | Etf | modelled |
| 25 | JT | iShares iBonds. Dec 2022 Term Corp (IBDN) | — | P | 04/01/2020 | 05/01/2020 | $1,001 - $15,000 | 0.99 | IBDN0.98 | BuyBuy | Joint | Apr 1, 2020 | $1,001 - $15,000mid $8K | Etf | modelled |
| 26 | ? | IShares iBonds Dee 2025 Terrn Corp (IBDQ) OCR: owner unreadable, date uncertain | — | S | 04/01/2020 | 06/01/2020 | $1,001 - $15,000 | 0.60 | IBDQ0.98 | SellSell | Unknown | Apr 1, 2020 | $1,001 - $15,000mid $8K | Etf | Reviewmodelled |
| 27 | ? | iShares iBonds Dea 2024 Term Carp (IBDP) OCR: owner unreadable | — | S | 04/01/2020 | 05/01/2020 | $1,001 - $15,000 | 0.60 | IBDP0.98 | SellSell | Unknown | Apr 1, 2020 | $1,001 - $15,000mid $8K | Etf | Reviewmodelled |
| 28 | JT | iShares iBonds Dee 2021 Term Corp (IBDM) | — | P | 04/01/2020 | 05/01/2020 | $1,001 - $15,000 | 0.99 | IBDM0.98 | BuyBuy | Joint | Apr 1, 2020 | $1,001 - $15,000mid $8K | Etf | modelled |
| 29 | JT | IShares IBonds Dec 2026 Term Gorp (IBDR) OCR: date order | — | S | 04/01/2020 | 03/01/2020 | $1,001 - $15,000 | 0.60 | IBDR0.98 | SellSell | Joint | Apr 1, 2020 | $1,001 - $15,000mid $8K | Etf | Reviewmodelled |
| 30 | JT | SPDR S&P 400 Mid Cap Value ETF (MDYV) | — | P | 04/01/2020 | 05/01/2020 | $1,001 - $15,000 | 0.99 | MDYV0.98 | BuyBuy | Joint | Apr 1, 2020 | $1,001 - $15,000mid $8K | Etf | modelled |
| 31 | JT | Health Care Select Sector SPDR ETF (XLV) | — | S | 04/01/2020 | — | $1,001 - $15,000 | 0.99 | XLV0.98 | SellSell | Joint | Apr 1, 2020 | $1,001 - $15,000mid $8K | Etf | modelled |
| 32 | JT | Consumer Discret Sel Sect SPDR ETF (XLY) | — | P | 04/01/2020 | 05/01/2020 | $1,001 - $15,000 | 0.99 | XLY0.98 | BuyBuy | Joint | Apr 1, 2020 | $1,001 - $15,000mid $8K | Etf | modelled |