Official filing metadata
- Filer (as printed)
- Hon. Jonathan Jackson
- Office (as printed)
- IL01
- Chamber
- House
- Filing type
- ptr
- Filing date
- Mar 12, 2026
- Filing year
- 2026
- Document format
Processing (ours)
- Status
- Parsed
- Rows parsed
- 14
- Parser version
- house_pdf_v1
- Fetched
- Sep 8, 2026
- Parsed
- Sep 8, 2026
- Internal id
- 163
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 · 14
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 | — | Amazon.com, Inc. - Common Stock (AMZN) [ST] filing_status: New | subholding_of: Morgan Stanley IRA | AMZN | P | 02/05/2026 | 03/03/2026 | $1,001 - $15,000 | 1.00 | AMZN0.98 | BuyBuy | Self | Feb 5, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 2 | SP | Amazon.com, Inc. - Common Stock (AMZN) [ST] filing_status: New | subholding_of: Morgan Stanley - Rollover IRA | AMZN | S | 02/11/2026 | 03/03/2026 | $1,001 - $15,000 | 1.00 | AMZN0.98 | SellSell | Spouse | Feb 11, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 3 | — | Broadcom Corporation - Class A (BRCM) [ST] filing_status: New | subholding_of: Morgan Stanley IRA | BRCM | S | 02/04/2026 | 03/03/2026 | $1,001 - $15,000 | 1.00 | AVGO0.95 | SellSell | Self | Feb 4, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewmodelled |
| 4 | — | Citigroup, Inc. Common Stock (C) [ST] filing_status: New | subholding_of: Morgan Stanley IRA | C | P | 02/04/2026 | 03/03/2026 | $1,001 - $15,000 | 1.00 | C0.98 | BuyBuy | Self | Feb 4, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 5 | SP | Citigroup, Inc. Common Stock (C) [ST] filing_status: New | subholding_of: Morgan Stanley - Rollover IRA | C | P | 02/11/2026 | 03/04/2026 | $1,001 - $15,000 | 1.00 | C0.98 | BuyBuy | Spouse | Feb 11, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 6 | JT | Citigroup, Inc. Common Stock (C) [ST] filing_status: New | subholding_of: Morgan Stanley Trust Account | C | P | 02/05/2026 | 03/03/2026 | $50,001 - $100,000 | 1.00 | C0.98 | BuyBuy | Joint | Feb 5, 2026 | $50,001 - $100,000mid $75K | Stock | modelled |
| 7 | JT | International Business Machines Corporation Common Stock (IBM) [ST] filing_status: New | subholding_of: Morgan Stanley Trust Account | IBM | S | 02/17/2026 | 03/03/2026 | $50,001 - $100,000 | 1.00 | IBM0.98 | SellSell | Joint | Feb 17, 2026 | $50,001 - $100,000mid $75K | Stock | modelled |
| 8 | — | International Business Machines Corporation Common Stock (IBM) [ST] filing_status: New | subholding_of: Morgan Stanley IRA | IBM | S | 02/17/2026 | 03/03/2026 | $1,001 - $15,000 | 1.00 | IBM0.98 | SellSell | Self | Feb 17, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 9 | JT | Palo Alto Networks, Inc. (PANW) [ST] filing_status: New | subholding_of: Morgan Stanley Trust Account | PANW | S | 02/05/2026 | 03/03/2026 | $50,001 - $100,000 | 1.00 | PANW0.98 | SellSell | Joint | Feb 5, 2026 | $50,001 - $100,000mid $75K | Stock | modelled |
| 10 | — | Shopify Inc. - Class A Subordinate Voting Shares (SHOP) [ST] filing_status: New | subholding_of: Morgan Stanley IRA | SHOP | S | 02/03/2026 | 03/03/2026 | $1,001 - $15,000 | 1.00 | SHOP0.98 | SellSell | Self | Feb 3, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 11 | SP | Tenet Healthcare Corporation Common Stock (THC) [ST] filing_status: New | subholding_of: Morgan Stanley - Rollover IRA | THC | S (partial) | 02/11/2026 | 03/03/2026 | $1,001 - $15,000 | 1.00 | THC0.98 | PartialPartial sale | Spouse | Feb 11, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 12 | — | The Bank of New York Mellon Corporation Common Stock (BK) [ST] filing_status: New | subholding_of: Morgan Stanley IRA | BK | P | 02/17/2026 | 03/03/2026 | $1,001 - $15,000 | 1.00 | BNY0.95 | BuyBuy | Self | Feb 17, 2026 | $1,001 - $15,000mid $8K | Stock | Reviewmodelled |
| 13 | JT | The Bank of New York Mellon Corporation Common Stock (BK) [ST] filing_status: New | subholding_of: Morgan Stanley Trust Account | BK | P | 02/17/2026 | 03/03/2026 | $50,001 - $100,000 | 1.00 | BNY0.95 | BuyBuy | Joint | Feb 17, 2026 | $50,001 - $100,000mid $75K | Stock | Reviewmodelled |
| 14 | SP | Welltower Inc. Common Stock (WELL) [ST] filing_status: New | subholding_of: Morgan Stanley - Rollover IRA | WELL | P | 02/11/2026 | 03/03/2026 | $1,001 - $15,000 | 1.00 | WELL0.98 | BuyBuy | Spouse | Feb 11, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |