Official filing metadata
- Filer (as printed)
- Hon. Joseph D. Morelle
- Office (as printed)
- NY25
- Chamber
- House
- Filing type
- ptr
- Filing date
- Dec 9, 2020
- Filing year
- 2020
- Document format
Processing (ours)
- Status
- Parsed
- Rows parsed
- 16
- Parser version
- house_pdf_v1
- Fetched
- Sep 9, 2026
- Parsed
- Sep 9, 2026
- Internal id
- 1699
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 · 16
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 | AbbVie Inc. (ABBV) [ST] other: F IlINg S TATuS : New | ABBV | S | 11/20/2020 | 11/27/2020 | $1,001 - $15,000 | 1.00 | ABBV0.98 | SellSell | Joint | Nov 20, 2020 | $1,001 - $15,000mid $8K | Stock | modelled |
| 2 | JT | Allergan plc Ordinary Shares (AgN) [ST] other: F IlINg S TATuS : New D ESCRIPTION : ABBVIE, Inc. (ABBV) acquired the shares of AllERgAN (AgN). AgN shareholders received 0.866 shares of ABBV in exchange for each share of AgN. | — | E | 05/11/2020 | 11/27/2020 | $1,001 - $15,000 | 1.00 | —0.00 | ExchangeExchange | Joint | May 11, 2020 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 3 | JT | Alphabet Inc. - Class A (gOOgl) [ST] other: F IlINg S TATuS : New | — | S | 11/20/2020 | 11/27/2020 | $1,001 - $15,000 | 1.00 | GOOGL0.95 | SellSell | Joint | Nov 20, 2020 | $1,001 - $15,000mid $8K | Stock | modelled |
| 4 | JT | Amazon.com, Inc. (AMZN) [ST] other: F IlINg S TATuS : New | AMZN | S | 11/20/2020 | 11/27/2020 | $1,001 - $15,000 | 1.00 | AMZN0.98 | SellSell | Joint | Nov 20, 2020 | $1,001 - $15,000mid $8K | Stock | modelled |
| 5 | JT | Apple Inc. (AAPl) [ST] other: F IlINg S TATuS : New | — | S | 11/20/2020 | 11/27/2020 | $1,001 - $15,000 | 1.00 | AAPL0.95 | SellSell | Joint | Nov 20, 2020 | $1,001 - $15,000mid $8K | Stock | modelled |
| 6 | JT | Brookfield Infrastructure Partners lP limited Partnership units (BIP) [ST] other: F IlINg S TATuS : New | BIP | S | 11/20/2020 | 11/27/2020 | $1,001 - $15,000 | 1.00 | BIP0.98 | SellSell | Joint | Nov 20, 2020 | $1,001 - $15,000mid $8K | Stock | modelled |
| 7 | JT | Financial Institutions, Inc. (FISI) [ST] other: F IlINg S TATuS : New | FISI | S | 11/20/2020 | 11/27/2020 | $1,001 - $15,000 | 1.00 | FISI0.98 | SellSell | Joint | Nov 20, 2020 | $1,001 - $15,000mid $8K | Stock | modelled |
| 8 | JT | Intel Corporation (INTC) [ST] other: F IlINg S TATuS : New | INTC | S | 11/20/2020 | 11/27/2020 | $1,001 - $15,000 | 1.00 | INTC0.98 | SellSell | Joint | Nov 20, 2020 | $1,001 - $15,000mid $8K | Stock | modelled |
| 9 | JT | Metlife, Inc. (MET) [ST] other: F IlINg S TATuS : New | MET | S | 11/20/2020 | 11/27/2020 | $1,001 - $15,000 | 1.00 | MET0.98 | SellSell | Joint | Nov 20, 2020 | $1,001 - $15,000mid $8K | Stock | modelled |
| 10 | JT | Microsoft Corporation (MSFT) [ST] other: F IlINg S TATuS : New | MSFT | S | 11/20/2020 | 11/27/2020 | $15,001 - $50,000 | 1.00 | MSFT0.98 | SellSell | Joint | Nov 20, 2020 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 11 | JT | Phillips 66 (PSX) [ST] other: F IlINg S TATuS : New | PSX | S | 11/20/2020 | 11/27/2020 | $1,001 - $15,000 | 1.00 | PSX0.98 | SellSell | Joint | Nov 20, 2020 | $1,001 - $15,000mid $8K | Stock | modelled |
| 12 | JT | Procter & gamble Company (Pg) [ST] other: F IlINg S TATuS : New | — | S | 11/20/2020 | 11/27/2020 | $1,001 - $15,000 | 1.00 | PG0.95 | SellSell | Joint | Nov 20, 2020 | $1,001 - $15,000mid $8K | Stock | modelled |
| 13 | JT | Prudential Financial, Inc. (PRu) [ST] other: F IlINg S TATuS : New | — | S | 11/20/2020 | 11/27/2020 | $1,001 - $15,000 | 1.00 | PRU0.95 | SellSell | Joint | Nov 20, 2020 | $1,001 - $15,000mid $8K | Stock | modelled |
| 14 | JT | Softbank Corp unsponsored ADR (SFTBY) [ST] other: F IlINg S TATuS : New | SFTBY | S | 11/20/2020 | 11/27/2020 | $1,001 - $15,000 | 1.00 | SFTBY0.98 | SellSell | Joint | Nov 20, 2020 | $1,001 - $15,000mid $8K | Stock | modelled |
| 15 | JT | united Rentals, Inc. (uRI) [ST] other: F IlINg S TATuS : New | — | S | 11/20/2020 | 11/27/2020 | $1,001 - $15,000 | 1.00 | URI0.95 | SellSell | Joint | Nov 20, 2020 | $1,001 - $15,000mid $8K | Stock | modelled |
| 16 | JT | unitedHealth group Incorporated Common Stock (uNH) [ST] other: F IlINg S TATuS : New | — | S | 11/20/2020 | 11/27/2020 | $15,001 - $50,000 | 1.00 | UNH0.95 | SellSell | Joint | Nov 20, 2020 | $15,001 - $50,000mid $32.5K | Stock | modelled |