Official filing metadata
- Filer (as printed)
- Hon. Lois Frankel
- Office (as printed)
- FL21
- Chamber
- House
- Filing type
- ptr
- Filing date
- Jan 23, 2020
- Filing year
- 2020
- Document format
Processing (ours)
- Status
- Parsed
- Rows parsed
- 11
- Parser version
- house_pdf_v1
- Fetched
- Sep 9, 2026
- Parsed
- Sep 9, 2026
- Internal id
- 1341
row 7: 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 · 11
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 | — | Chubb Limited (Cb) [sT] other: F ILING s TATus : New s ubHoLDING o F : Morgan stanley IRA - X141 | — | P | 01/09/2020 | 01/09/2020 | $1,001 - $15,000 | 1.00 | —0.90 | BuyBuy | Self | Jan 9, 2020 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 2 | — | Chubb Limited (Cb) [sT] other: F ILING s TATus : New s ubHoLDING o F : Morgan stanley IRA - X141 | — | P | 01/08/2020 | 01/08/2020 | $1,001 - $15,000 | 1.00 | —0.90 | BuyBuy | Self | Jan 8, 2020 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 3 | — | Danaher Corporation (DHR) [sT] other: F ILING s TATus : New s ubHoLDING o F : Morgan stanley IRA - X141 | DHR | s (partial) | 01/15/2020 | 01/15/2020 | $1,001 - $15,000 | 0.50 | DHR0.98 | PartialPartial sale | Self | Jan 15, 2020 | $1,001 - $15,000mid $8K | Stock | Reviewmodelled |
| 4 | — | Insperity, Inc. (NsP) [sT] other: F ILING s TATus : New s ubHoLDING o F : Morgan stanley IRA - X142 | — | P | 12/18/2019 | 12/18/2019 | $1,001 - $15,000 | 1.00 | —0.90 | BuyBuy | Self | Dec 18, 2019 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 5 | — | Insperity, Inc. (NsP) [sT] other: F ILING s TATus : New s ubHoLDING o F : Morgan stanley IRA - X142 | — | P | 12/17/2019 | 12/17/2019 | $1,001 - $15,000 | 1.00 | —0.90 | BuyBuy | Self | Dec 17, 2019 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 6 | — | ss&C Technologies Holdings, Inc. (ssNC) [sT] other: F ILING s TATus : New s ubHoLDING o F : Morgan stanley IRA - X142 | — | P | 01/16/2020 | 01/16/2020 | $1,001 - $15,000 | 1.00 | —0.90 | BuyBuy | Self | Jan 16, 2020 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 7 | — | sToRE Capital Corporation (sToR) [sT] other: F ILING s TATus : New s ubHoLDING o F : Morgan stanley IRA - X142 | — | s (partial) | 12/16/2019 | 12/16/2019 | $1,001 - $15,000 | 0.50 | —0.00 | PartialPartial sale | Self | Dec 16, 2019 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 8 | — | suncor Energy Inc. (su) [sT] other: F ILING s TATus : New s ubHoLDING o F : Morgan stanley IRA - X141 | — | P | 12/19/2019 | 12/19/2019 | $1,001 - $15,000 | 1.00 | —0.90 | BuyBuy | Self | Dec 19, 2019 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 9 | — | suncor Energy Inc. (su) [sT] other: F ILING s TATus : New s ubHoLDING o F : Morgan stanley IRA - X141 | — | P | 12/18/2019 | 12/18/2019 | $1,001 - $15,000 | 1.00 | —0.90 | BuyBuy | Self | Dec 18, 2019 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 10 | — | Thermo Fisher scientific Inc (TMo) [sT] other: F ILING s TATus : New s ubHoLDING o F : Morgan stanley IRA - X141 | — | s (partial) | 12/18/2019 | 12/18/2019 | $1,001 - $15,000 | 0.50 | —0.90 | PartialPartial sale | Self | Dec 18, 2019 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 11 | — | Woodward, Inc. (WWD) [sT] other: F ILING s TATus : New s ubHoLDING o F : Morgan stanley IRA - X142 | WWD | s (partial) | 01/16/2020 | 01/16/2020 | $1,001 - $15,000 | 0.50 | WWD0.98 | PartialPartial sale | Self | Jan 16, 2020 | $1,001 - $15,000mid $8K | Stock | Reviewmodelled |