Official filing metadata
- Filer (as printed)
- Hon. Lois Frankel
- Office (as printed)
- FL21
- Chamber
- House
- Filing type
- ptr
- Filing date
- May 28, 2020
- Filing year
- 2020
- Document format
Processing (ours)
- Status
- Parsed
- Rows parsed
- 12
- Parser version
- house_pdf_v1
- Fetched
- Sep 9, 2026
- Parsed
- Sep 9, 2026
- Internal id
- 1345
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 · 12
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 | — | Amdocs Limited - ordinary shares (DoX) [sT] other: F ILING s TATus : New s ubHoLDING o F : Morgan stanley IRA - X142 | — | s (partial) | 05/14/2020 | 05/14/2020 | $1,001 - $15,000 | 0.50 | DOX0.95 | PartialPartial sale | Self | May 14, 2020 | $1,001 - $15,000mid $8K | Stock | Reviewmodelled |
| 2 | — | bluebird bio, Inc. (bLuE) [sT] other: F ILING s TATus : New s ubHoLDING o F : Morgan stanley IRA - X142 | — | P | 04/27/2020 | 04/27/2020 | $1,001 - $15,000 | 1.00 | —0.00 | BuyBuy | Self | Apr 27, 2020 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 3 | — | broadridge Financial solutions, Inc. (bR) [sT] other: F ILING s TATus : New s ubHoLDING o F : Morgan stanley IRA - X142 | — | s (partial) | 04/27/2020 | 04/27/2020 | $1,001 - $15,000 | 0.50 | —0.90 | PartialPartial sale | Self | Apr 27, 2020 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 4 | — | Diageo plc (DEo) [sT] other: F ILING s TATus : New s ubHoLDING o F : Morgan stanley IRA - X141 | — | P | 05/14/2020 | 05/14/2020 | $1,001 - $15,000 | 1.00 | —0.90 | BuyBuy | Self | May 14, 2020 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 5 | — | Entergy Corporation (ETR) [sT] other: F ILING s TATus : New s ubHoLDING o F : Morgan stanley IRA - X142 | ETR | P | 04/30/2020 | 04/30/2020 | $1,001 - $15,000 | 1.00 | ETR0.98 | BuyBuy | Self | Apr 30, 2020 | $1,001 - $15,000mid $8K | Stock | modelled |
| 6 | — | FIRsT REPubLIC bANK (FRC) [sT] other: F ILING s TATus : New s ubHoLDING o F : Morgan stanley IRA - X142 | FRC | s (partial) | 04/27/2020 | 04/27/2020 | $1,001 - $15,000 | 0.50 | —0.90 | PartialPartial sale | Self | Apr 27, 2020 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 7 | — | Fiserv, Inc. (FIsV) [sT] other: F ILING s TATus : New s ubHoLDING o F : Morgan stanley IRA - X141 | — | s (partial) | 05/13/2020 | 05/13/2020 | $1,001 - $15,000 | 0.50 | —0.90 | PartialPartial sale | Self | May 13, 2020 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 8 | — | FLIR systems, Inc. (FLIR) [sT] other: F ILING s TATus : New s ubHoLDING o F : Morgan stanley IRA - X142 | FLIR | P | 04/27/2020 | 04/27/2020 | $1,001 - $15,000 | 1.00 | —0.60 | BuyBuy | Self | Apr 27, 2020 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 9 | — | Marsh & McLennan Companies, Inc. (MMC) [sT] other: F ILING s TATus : New s ubHoLDING o F : Morgan stanley IRA - X141 | MMC | P | 04/22/2020 | 04/22/2020 | $1,001 - $15,000 | 1.00 | —0.90 | BuyBuy | Self | Apr 22, 2020 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 10 | — | ollie's bargain outlet Holdings, Inc. (oLLI) [sT] other: F ILING s TATus : New s ubHoLDING o F : Morgan stanley IRA - X142 | — | s (partial) | 04/27/2020 | 04/27/2020 | $1,001 - $15,000 | 0.50 | —0.90 | PartialPartial sale | Self | Apr 27, 2020 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 11 | — | Philip Morris International Inc (PM) [sT] other: F ILING s TATus : New s ubHoLDING o F : Morgan stanley IRA - X141 | PM | s (partial) | 05/06/2020 | 05/06/2020 | $1,001 - $15,000 | 0.50 | PM0.98 | PartialPartial sale | Self | May 6, 2020 | $1,001 - $15,000mid $8K | Stock | Reviewmodelled |
| 12 | — | Zimmer biomet Holdings, Inc. (ZbH) [sT] other: F ILING s TATus : New s ubHoLDING o F : Morgan stanley IRA - X142 | — | s (partial) | 04/27/2020 | 04/27/2020 | $1,001 - $15,000 | 0.50 | —0.90 | PartialPartial sale | Self | Apr 27, 2020 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |