Official filing metadata
- Filer (as printed)
- Hon. Greg Gianforte
- Office (as printed)
- MT00
- Chamber
- House
- Filing type
- ptr
- Filing date
- Feb 14, 2020
- Filing year
- 2020
- Document format
Processing (ours)
- Status
- Parsed
- Rows parsed
- 10
- Parser version
- house_pdf_v1
- Fetched
- Sep 9, 2026
- Parsed
- Sep 9, 2026
- Internal id
- 1363
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 · 10
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 | JT | Beaverhead Cnty MT High School dist.Co dillion School Building 4% due 07-01-37 [GS] other: F IlING S TATUS : New S UBHOldING O F : Zieglar Brokerage, Municipal Bond Portfolio d ESCRIPTION : Beaverhead Cnty MT High School dist.Co dillion School Building 4% due 07-01-37 Ticker: 075464AV9 | — | P | 01/31/2020 | 02/03/2020 | $15,001 - $50,000 | 1.00 | —0.00 | BuyBuy | Joint | Jan 31, 2020 | $15,001 - $50,000mid $32.5K | Bond | not modelled |
| 2 | JT | ExlService Holdings, Inc. (EXlS) [ST] other: F IlING S TATUS : New S UBHOldING O F : Riverbridge Managed Account - Small Cap US Equities | — | S | 02/06/2020 | 02/10/2020 | $100,001 - $250,000 | 1.00 | EXLS0.95 | SellSell | Joint | Feb 6, 2020 | $100,001 - $250,000mid $175K | Stock | modelled |
| 3 | JT | GS Acquisition Holdings Corp. Class A (GSAH) [ST] other: F IlING S TATUS : New S UBHOldING O F : Newsouth Small Cap Equities | GSAH | P | 01/23/2020 | 01/27/2020 | $100,001 - $250,000 | 1.00 | —0.60 | BuyBuy | Joint | Jan 23, 2020 | $100,001 - $250,000mid $175K | Stock | Reviewnot modelled |
| 4 | JT | GS Acquisition Holdings Corp. Class A (GSAH) [ST] other: F IlING S TATUS : New S UBHOldING O F : Newsouth Small Cap Equities | GSAH | P | 01/24/2020 | 01/27/2020 | $50,001 - $100,000 | 1.00 | —0.60 | BuyBuy | Joint | Jan 24, 2020 | $50,001 - $100,000mid $75K | Stock | Reviewnot modelled |
| 5 | JT | GS Acquisition Holdings Corp. Class A (GSAH) [ST] other: F IlING S TATUS : New S UBHOldING O F : Newsouth Small Cap Equities | GSAH | P | 01/27/2020 | 02/03/2020 | $100,001 - $250,000 | 1.00 | —0.60 | BuyBuy | Joint | Jan 27, 2020 | $100,001 - $250,000mid $175K | Stock | Reviewnot modelled |
| 6 | JT | Missoula MT Water Systems Revenue Ser. A 4% due 07-01-37 [GS] other: F IlING S TATUS : New S UBHOldING O F : Zieglar Brokerage, Municipal Bond Portfolio d ESCRIPTION : Missoula MT Water Systems Revenue Ser. A 4% due 07-01-37 Ticker: 605871AW2 | — | P | 01/31/2020 | 02/03/2020 | $15,001 - $50,000 | 1.00 | —0.00 | BuyBuy | Joint | Jan 31, 2020 | $15,001 - $50,000mid $32.5K | Bond | not modelled |
| 7 | JT | Ollie's Bargain Outlet Holdings, Inc. (OllI) [ST] other: F IlING S TATUS : New S UBHOldING O F : Riverbridge Managed Account - Small Cap US Equities | — | P | 02/05/2020 | 02/10/2020 | $100,001 - $250,000 | 1.00 | OLLI0.95 | BuyBuy | Joint | Feb 5, 2020 | $100,001 - $250,000mid $175K | Stock | modelled |
| 8 | JT | Paycom Software, Inc. (PAYC) [ST] other: F IlING S TATUS : New S UBHOldING O F : Riverbridge Managed Account - Small Cap US Equities | PAYC | S (partial) | 02/05/2020 | 02/10/2020 | $15,001 - $50,000 | 1.00 | PAYC0.98 | PartialPartial sale | Joint | Feb 5, 2020 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 9 | JT | Playa Hotels & Resorts N.V. - Ordinary Shares (PlYA) [ST] other: F IlING S TATUS : New S UBHOldING O F : Newsouth Small Cap Equities | — | P | 01/27/2020 | 02/03/2020 | $15,001 - $50,000 | 1.00 | —0.00 | BuyBuy | Joint | Jan 27, 2020 | $15,001 - $50,000mid $32.5K | Stock | not modelled |
| 10 | JT | Snap-On Incorporated (SNA) [ST] other: F IlING S TATUS : New S UBHOldING O F : Riverbridge Managed Account - Small Cap US Equities | SNA | S | 02/05/2020 | 02/10/2020 | $100,001 - $250,000 | 1.00 | SNA0.98 | SellSell | Joint | Feb 5, 2020 | $100,001 - $250,000mid $175K | Stock | modelled |