Official filing metadata
- Filer (as printed)
- Hon. John B. Larson
- Office (as printed)
- CT01
- Chamber
- House
- Filing type
- ptr
- Filing date
- Jan 31, 2020
- Filing year
- 2020
- Document format
Processing (ours)
- Status
- Parsed
- Rows parsed
- 34
- Parser version
- house_pdf_v1
- Fetched
- Sep 9, 2026
- Parsed
- Sep 9, 2026
- Internal id
- 1500
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 · 34
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 | — | Adobe Inc. (AdBE) [ST] other: F ILINg S TATuS : New S uBHOLdINg O F : Fidelity Investments SEP IRA | — | S | 12/18/2019 | 01/03/2020 | $1,001 - $15,000 | 1.00 | ADBE0.95 | SellSell | Self | Dec 18, 2019 | $1,001 - $15,000mid $8K | Stock | modelled |
| 2 | — | Alcoa Inc [CS] other: F ILINg S TATuS : New S uBHOLdINg O F : Fidelity Investments SEP IRA d ESCRIPTION : 5.4% due 04-15-2021 | — | S | 12/18/2019 | 01/03/2020 | $15,001 - $50,000 | 1.00 | AA0.95 | SellSell | Self | Dec 18, 2019 | $15,001 - $50,000mid $32.5K | Bond | not modelled |
| 3 | — | Allergan Inc [CS] other: F ILINg S TATuS : New S uBHOLdINg O F : Fidelity Investments SEP IRA d ESCRIPTION : 3.375% due 09-15-20 | — | S | 12/18/2019 | 01/03/2020 | $1,001 - $15,000 | 1.00 | —0.00 | SellSell | Self | Dec 18, 2019 | $1,001 - $15,000mid $8K | Bond | not modelled |
| 4 | — | Amphenol Corporation (APH) [ST] other: F ILINg S TATuS : New S uBHOLdINg O F : Fidelity Investments SEP IRA | APH | S | 12/18/2019 | 01/03/2020 | $1,001 - $15,000 | 1.00 | APH0.98 | SellSell | Self | Dec 18, 2019 | $1,001 - $15,000mid $8K | Stock | modelled |
| 5 | — | Apple Inc. (AAPL) [ST] other: F ILINg S TATuS : New S uBHOLdINg O F : Fidelity Investments SEP IRA | AAPL | S | 12/18/2019 | 01/03/2020 | $1,001 - $15,000 | 1.00 | AAPL0.98 | SellSell | Self | Dec 18, 2019 | $1,001 - $15,000mid $8K | Stock | modelled |
| 6 | — | Autozone Inc Note Call [CS] other: F ILINg S TATuS : New S uBHOLdINg O F : Fidelity Investments SEP IRA d ESCRIPTION : 2.875% due 01-15-23 | — | S | 12/18/2019 | 01/03/2020 | $15,001 - $50,000 | 1.00 | —0.90 | SellSell | Self | Dec 18, 2019 | $15,001 - $50,000mid $32.5K | Bond | Reviewnot modelled |
| 7 | — | Constellation Brands Inc Note [CS] other: F ILINg S TATuS : New S uBHOLdINg O F : Fidelity Investments SEP IRA d ESCRIPTION : 2.650% due 11-07-22 | — | S | 12/18/2019 | 01/03/2020 | $15,001 - $50,000 | 1.00 | —0.90 | SellSell | Self | Dec 18, 2019 | $15,001 - $50,000mid $32.5K | Bond | Reviewnot modelled |
| 8 | — | Constellation Brands, Inc. (STZ) [ST] other: F ILINg S TATuS : New S uBHOLdINg O F : Fidelity Investments SEP IRA | STZ | S | 12/18/2019 | 01/03/2020 | $1,001 - $15,000 | 1.00 | STZ0.98 | SellSell | Self | Dec 18, 2019 | $1,001 - $15,000mid $8K | Stock | modelled |
| 9 | — | Costco Wholesale Corporation (COST) [ST] other: F ILINg S TATuS : New S uBHOLdINg O F : Fidelity Investments SEP IRA | COST | S | 12/18/2019 | 01/03/2020 | $1,001 - $15,000 | 1.00 | COST0.98 | SellSell | Self | Dec 18, 2019 | $1,001 - $15,000mid $8K | Stock | modelled |
| 10 | — | danaher Corporation (dHR) [ST] other: F ILINg S TATuS : New S uBHOLdINg O F : Fidelity Investments SEP IRA | — | S | 12/18/2019 | 01/03/2020 | $1,001 - $15,000 | 1.00 | DHR0.95 | SellSell | Self | Dec 18, 2019 | $1,001 - $15,000mid $8K | Stock | modelled |
| 11 | — | Enbridge Inc (ENB) [ST] other: F ILINg S TATuS : New S uBHOLdINg O F : Fidelity Investments SEP IRA | ENB | S | 12/18/2019 | 01/03/2020 | $1,001 - $15,000 | 1.00 | ENB0.98 | SellSell | Self | Dec 18, 2019 | $1,001 - $15,000mid $8K | Stock | modelled |
| 12 | — | Fortive Corporation (FTV) [ST] other: F ILINg S TATuS : New S uBHOLdINg O F : Fidelity Investments SEP IRA | FTV | S | 12/18/2019 | 01/03/2020 | $1,001 - $15,000 | 1.00 | FTV0.98 | SellSell | Self | Dec 18, 2019 | $1,001 - $15,000mid $8K | Stock | modelled |
| 13 | — | Home depot, Inc. (Hd) [ST] other: F ILINg S TATuS : New S uBHOLdINg O F : Fidelity Investments SEP IRA | — | S | 12/18/2019 | 01/03/2020 | $1,001 - $15,000 | 1.00 | HD0.95 | SellSell | Self | Dec 18, 2019 | $1,001 - $15,000mid $8K | Stock | modelled |
| 14 | — | Illumina, Inc. (ILMN) [ST] other: F ILINg S TATuS : New S uBHOLdINg O F : Fidelity Investments SEP IRA | ILMN | S | 12/18/2019 | 01/03/2020 | $1,001 - $15,000 | 1.00 | ILMN0.98 | SellSell | Self | Dec 18, 2019 | $1,001 - $15,000mid $8K | Stock | modelled |
| 15 | — | IQVIA Holdings, Inc. (IQV) [ST] other: F ILINg S TATuS : New S uBHOLdINg O F : Fidelity Investments SEP IRA | IQV | S | 12/18/2019 | 01/03/2020 | $1,001 - $15,000 | 1.00 | IQV0.98 | SellSell | Self | Dec 18, 2019 | $1,001 - $15,000mid $8K | Stock | modelled |
| 16 | — | JP Morgan Chase & Co. (JPM) [ST] other: F ILINg S TATuS : New S uBHOLdINg O F : Fidelity Investments SEP IRA | JPM | S | 12/18/2019 | 01/03/2020 | $1,001 - $15,000 | 1.00 | JPM0.98 | SellSell | Self | Dec 18, 2019 | $1,001 - $15,000mid $8K | Stock | modelled |
| 17 | — | Kinder Morgan, Inc. (KMI) [ST] other: F ILINg S TATuS : New S uBHOLdINg O F : Fidelity Investments SEP IRA | KMI | S | 12/18/2019 | 01/03/2020 | $1,001 - $15,000 | 1.00 | KMI0.98 | SellSell | Self | Dec 18, 2019 | $1,001 - $15,000mid $8K | Stock | modelled |
| 18 | — | Mastercard Incorporated (MA) [ST] other: F ILINg S TATuS : New S uBHOLdINg O F : Fidelity Investments SEP IRA | MA | S | 12/18/2019 | 01/03/2020 | $1,001 - $15,000 | 1.00 | MA0.98 | SellSell | Self | Dec 18, 2019 | $1,001 - $15,000mid $8K | Stock | modelled |
| 19 | — | Mcdonald's Corporation (MCd) [ST] other: F ILINg S TATuS : New S uBHOLdINg O F : Fidelity Investments SEP IRA | — | S | 12/18/2019 | 01/03/2020 | $1,001 - $15,000 | 1.00 | MCD0.92 | SellSell | Self | Dec 18, 2019 | $1,001 - $15,000mid $8K | Stock | modelled |
| 20 | — | Mettler-Toledo International, Inc. (MTd) [ST] other: F ILINg S TATuS : New S uBHOLdINg O F : Fidelity Investments SEP IRA | — | S | 12/18/2019 | 01/03/2020 | $1,001 - $15,000 | 1.00 | MTD0.95 | SellSell | Self | Dec 18, 2019 | $1,001 - $15,000mid $8K | Stock | modelled |
| 21 | — | Microsoft Corporation (MSFT) [ST] other: F ILINg S TATuS : New S uBHOLdINg O F : Fidelity Investments SEP IRA | MSFT | S | 12/18/2019 | 01/03/2020 | $1,001 - $15,000 | 1.00 | MSFT0.98 | SellSell | Self | Dec 18, 2019 | $1,001 - $15,000mid $8K | Stock | modelled |
| 22 | — | Mondelez International, Inc. - Class A (MdLZ) [ST] other: F ILINg S TATuS : New S uBHOLdINg O F : Fidelity Investments SEP IRA | — | S | 12/18/2019 | 01/03/2020 | $1,001 - $15,000 | 1.00 | MDLZ0.95 | SellSell | Self | Dec 18, 2019 | $1,001 - $15,000mid $8K | Stock | modelled |
| 23 | — | Nestle SA Sponsored AdR representing Registered Shares Series B (NSRgY) [ST] other: F ILINg S TATuS : New S uBHOLdINg O F : Fidelity Investments SEP IRA | — | S | 12/18/2019 | 01/03/2020 | $1,001 - $15,000 | 1.00 | —0.00 | SellSell | Self | Dec 18, 2019 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 24 | — | Omnicom group Inc [CS] other: F ILINg S TATuS : New S uBHOLdINg O F : Fidelity Investments SEP IRA d ESCRIPTION : 3.650% due 11-01-24 | — | S | 12/18/2019 | 01/03/2020 | $15,001 - $50,000 | 1.00 | OMC0.95 | SellSell | Self | Dec 18, 2019 | $15,001 - $50,000mid $32.5K | Bond | not modelled |
| 25 | — | People's united Financial, Inc. (PBCT) [ST] other: F ILINg S TATuS : New S uBHOLdINg O F : Fidelity Investments SEP IRA | PBCT | S | 12/18/2019 | 01/03/2020 | $1,001 - $15,000 | 1.00 | —0.60 | SellSell | Self | Dec 18, 2019 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 26 | — | RBC Bearings Incorporated (ROLL) [ST] other: F ILINg S TATuS : New S uBHOLdINg O F : Fidelity Investments SEP IRA | ROLL | S | 12/18/2019 | 01/03/2020 | $1,001 - $15,000 | 1.00 | RBC0.95 | SellSell | Self | Dec 18, 2019 | $1,001 - $15,000mid $8K | Stock | Reviewmodelled |
| 27 | — | SS&C Technologies Holdings, Inc. (SSNC) [ST] other: F ILINg S TATuS : New S uBHOLdINg O F : Fidelity Investments SEP IRA | SSNC | S | 12/18/2019 | 01/03/2020 | $1,001 - $15,000 | 1.00 | SSNC0.98 | SellSell | Self | Dec 18, 2019 | $1,001 - $15,000mid $8K | Stock | modelled |
| 28 | — | Starbucks Corporation (SBuX) [ST] other: F ILINg S TATuS : New S uBHOLdINg O F : Fidelity Investments SEP IRA | — | S | 12/18/2020 | 01/03/2020 | $1,001 - $15,000 | 1.00 | SBUX0.95 | SellSell | Self | Dec 18, 2020 | $1,001 - $15,000mid $8K | Stock | Reviewmodelled |
| 29 | — | TC Energy Corporation (TRP) [ST] other: F ILINg S TATuS : New S uBHOLdINg O F : Fidelity Investments SEP IRA | TRP | S | 12/18/2019 | 01/03/2020 | $1,001 - $15,000 | 1.00 | TRP0.98 | SellSell | Self | Dec 18, 2019 | $1,001 - $15,000mid $8K | Stock | modelled |
| 30 | — | Thermo Fisher Scientific Inc (TMO) [ST] other: F ILINg S TATuS : New S uBHOLdINg O F : Fidelity Investments SEP IRA | TMO | S | 12/18/2019 | 01/03/2020 | $1,001 - $15,000 | 1.00 | TMO0.98 | SellSell | Self | Dec 18, 2019 | $1,001 - $15,000mid $8K | Stock | modelled |
| 31 | — | united Technologies Corporation (uTX) [ST] other: F ILINg S TATuS : New S uBHOLdINg O F : Fidelity Investments SEP IRA | — | S | 12/18/2019 | 01/03/2020 | $1,001 - $15,000 | 1.00 | —0.00 | SellSell | Self | Dec 18, 2019 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 32 | — | unitedHealth group Incorporated Common Stock (uNH) [ST] other: F ILINg S TATuS : New S uBHOLdINg O F : Fidelity Investments SEP IRA | — | S | 12/18/2019 | 01/03/2020 | $1,001 - $15,000 | 1.00 | UNH0.95 | SellSell | Self | Dec 18, 2019 | $1,001 - $15,000mid $8K | Stock | modelled |
| 33 | — | Weyerhaeuser Company (WY) [ST] other: F ILINg S TATuS : New S uBHOLdINg O F : Fidelity Investments SEP IRA | WY | S | 12/18/2019 | 01/03/2020 | $1,001 - $15,000 | 1.00 | WY0.98 | SellSell | Self | Dec 18, 2019 | $1,001 - $15,000mid $8K | Stock | modelled |
| 34 | — | Zoetis Inc. Class A (ZTS) [ST] other: F ILINg S TATuS : New S uBHOLdINg O F : Fidelity Investments SEP IRA | ZTS | S | 12/18/2019 | 01/03/2020 | $15,001 - $50,000 | 1.00 | ZTS0.98 | SellSell | Self | Dec 18, 2019 | $15,001 - $50,000mid $32.5K | Stock | modelled |