Official filing metadata
- Filer (as printed)
- Hon. David B. McKinley
- Office (as printed)
- WV01
- Chamber
- House
- Filing type
- ptr
- Filing date
- May 15, 2020
- Filing year
- 2020
- Document format
Processing (ours)
- Status
- Parsed
- Rows parsed
- 50
- Parser version
- house_pdf_v1
- Fetched
- Sep 9, 2026
- Parsed
- Sep 9, 2026
- Internal id
- 1688
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 · 50
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 | — | Abbott laboratories (ABT) [ST] other: F IlINg S TATuS : New S uBHolDINg o F : IRA's > IRA- Spouse | ABT | P | 04/30/2020 | 04/30/2020 | $1,001 - $15,000 | 1.00 | ABT0.98 | BuyBuy | Self | Apr 30, 2020 | $1,001 - $15,000mid $8K | Stock | modelled |
| 2 | JT | Accenture plc Class A ordinary Shares (ACN) [ST] other: F IlINg S TATuS : New | ACN | P | 04/30/2020 | 04/30/2020 | $1,001 - $15,000 | 1.00 | ACN0.98 | BuyBuy | Joint | Apr 30, 2020 | $1,001 - $15,000mid $8K | Stock | modelled |
| 3 | — | Accenture plc Class A ordinary Shares (ACN) [ST] other: F IlINg S TATuS : New S uBHolDINg o F : IRA's > IRA- Spouse | ACN | P | 04/30/2020 | 04/30/2020 | $1,001 - $15,000 | 1.00 | ACN0.98 | BuyBuy | Self | Apr 30, 2020 | $1,001 - $15,000mid $8K | Stock | modelled |
| 4 | JT | Akamai Technologies, Inc. (AKAM) [ST] other: F IlINg S TATuS : New | AKAM | P | 04/30/2020 | 04/30/2020 | $1,001 - $15,000 | 1.00 | AKAM0.98 | BuyBuy | Joint | Apr 30, 2020 | $1,001 - $15,000mid $8K | Stock | modelled |
| 5 | — | Akamai Technologies, Inc. (AKAM) [ST] other: F IlINg S TATuS : New S uBHolDINg o F : IRA's > IRA- Spouse | AKAM | P | 04/30/2020 | 04/30/2020 | $1,001 - $15,000 | 1.00 | AKAM0.98 | BuyBuy | Self | Apr 30, 2020 | $1,001 - $15,000mid $8K | Stock | modelled |
| 6 | — | Alphabet Inc. - Class A (googl) [ST] other: F IlINg S TATuS : New S uBHolDINg o F : IRA's > IRA- Spouse | — | P | 04/30/2020 | 04/30/2020 | $1,001 - $15,000 | 1.00 | GOOGL0.95 | BuyBuy | Self | Apr 30, 2020 | $1,001 - $15,000mid $8K | Stock | modelled |
| 7 | JT | Alphabet Inc. - Class A (googl) [ST] other: F IlINg S TATuS : New | — | P | 04/30/2020 | 04/30/2020 | $1,001 - $15,000 | 0.70 | GOOGL0.95 | BuyBuy | Joint | Apr 30, 2020 | $1,001 - $15,000mid $8K | Stock | Reviewmodelled |
| 8 | — | Anthem, Inc. (ANTM) [ST] other: F IlINg S TATuS : New S uBHolDINg o F : IRA's > IRA- Spouse | ANTM | P | 04/30/2020 | 04/30/2020 | $1,001 - $15,000 | 1.00 | —0.60 | BuyBuy | Self | Apr 30, 2020 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 9 | — | Apple Inc. (AAPl) [ST] other: F IlINg S TATuS : New S uBHolDINg o F : IRA's > IRA- Spouse | — | P | 04/30/2020 | 04/30/2020 | $1,001 - $15,000 | 1.00 | AAPL0.95 | BuyBuy | Self | Apr 30, 2020 | $1,001 - $15,000mid $8K | Stock | modelled |
| 10 | JT | Apple Inc. (AAPl) [ST] other: F IlINg S TATuS : New | — | P | 04/30/2020 | 04/30/2020 | $1,001 - $15,000 | 1.00 | AAPL0.95 | BuyBuy | Joint | Apr 30, 2020 | $1,001 - $15,000mid $8K | Stock | modelled |
| 11 | JT | Becton, Dickinson and Company (BDX) [ST] other: F IlINg S TATuS : New | BDX | P | 04/30/2020 | 04/30/2020 | $1,001 - $15,000 | 1.00 | BDX0.98 | BuyBuy | Joint | Apr 30, 2020 | $1,001 - $15,000mid $8K | Stock | modelled |
| 12 | — | Becton, Dickinson and Company (BDX) [ST] other: F IlINg S TATuS : New S uBHolDINg o F : IRA's > IRA- Spouse | BDX | P | 04/30/2020 | 04/30/2020 | $1,001 - $15,000 | 1.00 | BDX0.98 | BuyBuy | Self | Apr 30, 2020 | $1,001 - $15,000mid $8K | Stock | modelled |
| 13 | — | Carrier global Corporation (CARR) [ST] other: F IlINg S TATuS : New S uBHolDINg o F : IRA's > IRA- Spouse | CARR | S | 04/13/2020 | 04/30/2020 | $1,001 - $15,000 | 1.00 | CARR0.98 | SellSell | Self | Apr 13, 2020 | $1,001 - $15,000mid $8K | Stock | modelled |
| 14 | JT | Carrier global Corporation (CARR) [ST] other: F IlINg S TATuS : New | CARR | S | 04/24/2020 | 04/30/2020 | $1,001 - $15,000 | 1.00 | CARR0.98 | SellSell | Joint | Apr 24, 2020 | $1,001 - $15,000mid $8K | Stock | modelled |
| 15 | JT | Costco Wholesale Corporation (CoST) [ST] other: F IlINg S TATuS : New | — | P | 04/30/2020 | 04/30/2020 | $1,001 - $15,000 | 1.00 | COST0.95 | BuyBuy | Joint | Apr 30, 2020 | $1,001 - $15,000mid $8K | Stock | modelled |
| 16 | — | Costco Wholesale Corporation (CoST) [ST] other: F IlINg S TATuS : New S uBHolDINg o F : IRA's > IRA- Spouse | — | P | 04/30/2020 | 04/30/2020 | $1,001 - $15,000 | 1.00 | COST0.95 | BuyBuy | Self | Apr 30, 2020 | $1,001 - $15,000mid $8K | Stock | modelled |
| 17 | — | Ecolab Inc. (ECl) [ST] other: F IlINg S TATuS : New S uBHolDINg o F : IRA's > IRA- Spouse | — | P | 04/30/2020 | 04/30/2020 | $387.85 | 1.00 | ECL0.95 | BuyBuy | Self | Apr 30, 2020 | $387.85 | Stock | Reviewnot modelled |
| 18 | JT | Ecolab Inc. (ECl) [ST] other: F IlINg S TATuS : New | — | P | 04/30/2020 | 04/30/2020 | $387.85 | 1.00 | ECL0.95 | BuyBuy | Joint | Apr 30, 2020 | $387.85 | Stock | Reviewnot modelled |
| 19 | JT | Estee lauder Companies, Inc. (El) [ST] other: F IlINg S TATuS : New | — | P | 04/30/2020 | 04/30/2020 | $1,001 - $15,000 | 1.00 | EL0.95 | BuyBuy | Joint | Apr 30, 2020 | $1,001 - $15,000mid $8K | Stock | modelled |
| 20 | — | Estee lauder Companies, Inc. (El) [ST] other: F IlINg S TATuS : New S uBHolDINg o F : IRA's > IRA- Spouse | — | P | 04/30/2020 | 04/30/2020 | $1,001 - $15,000 | 1.00 | EL0.95 | BuyBuy | Self | Apr 30, 2020 | $1,001 - $15,000mid $8K | Stock | modelled |
| 21 | — | global Payments Inc. (gPN) [ST] other: F IlINg S TATuS : New S uBHolDINg o F : IRA's > IRA- Spouse | — | P | 04/30/2020 | 04/30/2020 | $1,001 - $15,000 | 1.00 | GPN0.95 | BuyBuy | Self | Apr 30, 2020 | $1,001 - $15,000mid $8K | Stock | modelled |
| 22 | — | Home Depot, Inc. (HD) [ST] other: F IlINg S TATuS : New S uBHolDINg o F : IRA's > IRA- Spouse | HD | P | 04/30/2020 | 04/30/2020 | $440.78 | 1.00 | HD0.98 | BuyBuy | Self | Apr 30, 2020 | $440.78 | Stock | Reviewnot modelled |
| 23 | — | Jacobs Engineering group Inc. (J) [ST] other: F IlINg S TATuS : New S uBHolDINg o F : IRA's > IRA- Spouse | J | P | 04/30/2020 | 04/30/2020 | $1,001 - $15,000 | 1.00 | J0.98 | BuyBuy | Self | Apr 30, 2020 | $1,001 - $15,000mid $8K | Stock | modelled |
| 24 | JT | Jacobs Engineering group Inc. (J) [ST] other: F IlINg S TATuS : New | J | P | 04/30/2020 | 04/30/2020 | $15,001 - $50,000 | 1.00 | J0.98 | BuyBuy | Joint | Apr 30, 2020 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 25 | JT | Mastercard Incorporated (MA) [ST] other: F IlINg S TATuS : New | MA | P | 04/30/2020 | 04/30/2020 | $1,001 - $15,000 | 1.00 | MA0.98 | BuyBuy | Joint | Apr 30, 2020 | $1,001 - $15,000mid $8K | Stock | modelled |
| 26 | — | Mastercard Incorporated (MA) [ST] other: F IlINg S TATuS : New S uBHolDINg o F : IRA's > IRA- Spouse | MA | P | 04/30/2020 | 04/30/2020 | $1,001 - $15,000 | 1.00 | MA0.98 | BuyBuy | Self | Apr 30, 2020 | $1,001 - $15,000mid $8K | Stock | modelled |
| 27 | — | o'Reilly Automotive, Inc. (oRlY) [ST] other: F IlINg S TATuS : New S uBHolDINg o F : IRA's > IRA- Spouse | — | P | 04/30/2020 | 04/30/2020 | $1,001 - $15,000 | 1.00 | ORLY0.92 | BuyBuy | Self | Apr 30, 2020 | $1,001 - $15,000mid $8K | Stock | modelled |
| 28 | JT | o'Reilly Automotive, Inc. (oRlY) [ST] other: F IlINg S TATuS : New | — | P | 04/30/2020 | 04/30/2020 | $1,001 - $15,000 | 1.00 | ORLY0.92 | BuyBuy | Joint | Apr 30, 2020 | $1,001 - $15,000mid $8K | Stock | modelled |
| 29 | — | otis Worldwide Corporation (oTIS) [ST] other: F IlINg S TATuS : New S uBHolDINg o F : IRA's > IRA- Spouse | — | S | 04/13/2020 | 04/30/2020 | $1,001 - $15,000 | 1.00 | OTIS0.95 | SellSell | Self | Apr 13, 2020 | $1,001 - $15,000mid $8K | Stock | modelled |
| 30 | JT | otis Worldwide Corporation (oTIS) [ST] other: F IlINg S TATuS : New | — | S | 04/24/2020 | 04/30/2020 | $1,001 - $15,000 | 1.00 | OTIS0.95 | SellSell | Joint | Apr 24, 2020 | $1,001 - $15,000mid $8K | Stock | modelled |
| 31 | JT | Raytheon Technologies Corporation (RTX) [ST] other: F IlINg S TATuS : New | RTX | P | 04/24/2020 | 04/30/2020 | $1,001 - $15,000 | 1.00 | RTX0.98 | BuyBuy | Joint | Apr 24, 2020 | $1,001 - $15,000mid $8K | Stock | modelled |
| 32 | — | Raytheon Technologies Corporation (RTX) [ST] other: F IlINg S TATuS : New S uBHolDINg o F : IRA's > IRA- Spouse | RTX | P | 04/13/2020 | 04/30/2020 | $1,001 - $15,000 | 1.00 | RTX0.98 | BuyBuy | Self | Apr 13, 2020 | $1,001 - $15,000mid $8K | Stock | modelled |
| 33 | JT | Raytheon Technologies Corporation (RTX) [ST] other: F IlINg S TATuS : New | RTX | P | 04/30/2020 | 04/30/2020 | $1,001 - $15,000 | 1.00 | RTX0.98 | BuyBuy | Joint | Apr 30, 2020 | $1,001 - $15,000mid $8K | Stock | modelled |
| 34 | — | Raytheon Technologies Corporation (RTX) [ST] other: F IlINg S TATuS : New S uBHolDINg o F : IRA's > IRA- Spouse | RTX | P | 04/30/2020 | 04/30/2020 | $1,001 - $15,000 | 1.00 | RTX0.98 | BuyBuy | Self | Apr 30, 2020 | $1,001 - $15,000mid $8K | Stock | modelled |
| 35 | — | Roper Technologies, Inc. (RoP) [ST] other: F IlINg S TATuS : New S uBHolDINg o F : IRA's > IRA- Spouse | — | P | 04/30/2020 | 04/30/2020 | $1,001 - $15,000 | 1.00 | ROP0.95 | BuyBuy | Self | Apr 30, 2020 | $1,001 - $15,000mid $8K | Stock | modelled |
| 36 | — | S&P global Inc. (SPgI) [ST] other: F IlINg S TATuS : New S uBHolDINg o F : IRA's > IRA- Spouse | — | P | 04/30/2020 | 04/30/2020 | $1,001 - $15,000 | 1.00 | SPGI0.95 | BuyBuy | Self | Apr 30, 2020 | $1,001 - $15,000mid $8K | Stock | modelled |
| 37 | JT | S&P global Inc. (SPgI) [ST] other: F IlINg S TATuS : New | — | P | 04/30/2020 | 04/30/2020 | $15,001 - $50,000 | 1.00 | SPGI0.95 | BuyBuy | Joint | Apr 30, 2020 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 38 | JT | Starbucks Corporation (SBuX) [ST] other: F IlINg S TATuS : New | — | P | 04/30/2020 | 04/30/2020 | $1,001 - $15,000 | 1.00 | SBUX0.95 | BuyBuy | Joint | Apr 30, 2020 | $1,001 - $15,000mid $8K | Stock | modelled |
| 39 | — | Starbucks Corporation (SBuX) [ST] other: F IlINg S TATuS : New S uBHolDINg o F : IRA's > IRA- Spouse | — | P | 04/30/2020 | 04/30/2020 | $1,001 - $15,000 | 1.00 | SBUX0.95 | BuyBuy | Self | Apr 30, 2020 | $1,001 - $15,000mid $8K | Stock | modelled |
| 40 | — | Sysco Corporation (SYY) [ST] other: F IlINg S TATuS : New S uBHolDINg o F : IRA's > IRA- Spouse | SYY | P | 04/30/2020 | 04/30/2020 | $1,001 - $15,000 | 1.00 | SYY0.98 | BuyBuy | Self | Apr 30, 2020 | $1,001 - $15,000mid $8K | Stock | modelled |
| 41 | JT | Thermo Fisher Scientific Inc (TMo) [ST] other: F IlINg S TATuS : New | — | P | 04/30/2020 | 04/30/2020 | $1,001 - $15,000 | 1.00 | TMO0.95 | BuyBuy | Joint | Apr 30, 2020 | $1,001 - $15,000mid $8K | Stock | modelled |
| 42 | — | TJX Companies, Inc. (TJX) [ST] other: F IlINg S TATuS : New S uBHolDINg o F : IRA's > IRA- Spouse | TJX | P | 04/30/2020 | 04/30/2020 | $1,001 - $15,000 | 1.00 | TJX0.98 | BuyBuy | Self | Apr 30, 2020 | $1,001 - $15,000mid $8K | Stock | modelled |
| 43 | JT | TJX Companies, Inc. (TJX) [ST] other: F IlINg S TATuS : New | TJX | P | 04/30/2020 | 04/30/2020 | $99.83 | 1.00 | TJX0.98 | BuyBuy | Joint | Apr 30, 2020 | $99.83 | Stock | Reviewnot modelled |
| 44 | — | Tractor Supply Company (TSCo) [ST] other: F IlINg S TATuS : New S uBHolDINg o F : IRA's > IRA- Spouse | — | P | 04/30/2020 | 04/30/2020 | $1,001 - $15,000 | 1.00 | TSCO0.95 | BuyBuy | Self | Apr 30, 2020 | $1,001 - $15,000mid $8K | Stock | modelled |
| 45 | JT | Tractor Supply Company (TSCo) [ST] other: F IlINg S TATuS : New | — | P | 04/30/2020 | 04/30/2020 | $1,001 - $15,000 | 1.00 | TSCO0.95 | BuyBuy | Joint | Apr 30, 2020 | $1,001 - $15,000mid $8K | Stock | modelled |
| 46 | JT | united Technologies Corporation (uTX) [ST] other: F IlINg S TATuS : New D ESCRIPTIoN : Symbol Change from uTX to RTX , all shares of spinoff sold, see Comments below. | — | E | 04/03/2020 | 04/30/2020 | $15,001 - $50,000 | 1.00 | —0.00 | ExchangeExchange | Joint | Apr 3, 2020 | $15,001 - $50,000mid $32.5K | Stock | not modelled |
| 47 | — | united Technologies Corporation (uTX) [ST] other: F IlINg S TATuS : New S uBHolDINg o F : IRA's > IRA- Spouse D ESCRIPTIoN : Symbol Change from uTX to RTX , all shares of spinoff sold, see Comments below. | — | E | 04/03/2020 | 04/30/2020 | $1,001 - $15,000 | 1.00 | —0.00 | ExchangeExchange | Self | Apr 3, 2020 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 48 | — | unitedHealth group Incorporated Common Stock (uNH) [ST] other: F IlINg S TATuS : New S uBHolDINg o F : IRA's > IRA- Spouse | — | P | 04/30/2020 | 04/30/2020 | $1,001 - $15,000 | 1.00 | UNH0.95 | BuyBuy | Self | Apr 30, 2020 | $1,001 - $15,000mid $8K | Stock | modelled |
| 49 | — | Waste Management, Inc. (WM) [ST] other: F IlINg S TATuS : New S uBHolDINg o F : IRA's > IRA- Spouse | WM | P | 04/30/2020 | 04/30/2020 | $1,001 - $15,000 | 1.00 | WM0.98 | BuyBuy | Self | Apr 30, 2020 | $1,001 - $15,000mid $8K | Stock | modelled |
| 50 | JT | Waste Management, Inc. (WM) [ST] other: F IlINg S TATuS : New | WM | P | 04/30/2020 | 04/30/2020 | $1,001 - $15,000 | 1.00 | WM0.98 | BuyBuy | Joint | Apr 30, 2020 | $1,001 - $15,000mid $8K | Stock | modelled |