Official filing metadata
- Filer (as printed)
- Hon. Julie Johnson
- Office (as printed)
- TX32
- Chamber
- House
- Filing type
- ptr
- Filing date
- Jan 15, 2026
- Filing year
- 2026
- Document format
Processing (ours)
- Status
- Parsed
- Rows parsed
- 62
- Parser version
- house_pdf_v1
- Fetched
- Sep 8, 2026
- Parsed
- Sep 8, 2026
- Internal id
- 172
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 · 62
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 | 3M Company Common Stock (MMM) [ST] filing_status: New | subholding_of: Chase Brokerage Account (3935) | MMM | S | 12/18/2025 | 01/05/2026 | $1,001 - $15,000 | 1.00 | MMM0.98 | SellSell | Joint | Dec 18, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 2 | JT | Abbott Laboratories Common Stock (ABT) [ST] filing_status: New | subholding_of: Chase Brokerage Account (3935) | ABT | S | 12/18/2025 | 01/05/2026 | $1,001 - $15,000 | 1.00 | ABT0.98 | SellSell | Joint | Dec 18, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 3 | JT | AbbVie Inc. Common Stock (ABBV) [ST] filing_status: New | subholding_of: Chase Brokerage Account (3935) | ABBV | S | 12/18/2025 | 01/05/2026 | $1,001 - $15,000 | 1.00 | ABBV0.98 | SellSell | Joint | Dec 18, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 4 | JT | Air Products and Chemicals, Inc. Common Stock (APD) [ST] filing_status: New | subholding_of: Chase Brokerage Account (3935) | APD | S | 12/18/2025 | 01/05/2026 | $1,001 - $15,000 | 1.00 | APD0.98 | SellSell | Joint | Dec 18, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 5 | JT | Alphabet Inc. - Class C Capital Stock (GOOG) [ST] filing_status: New | subholding_of: Chase Brokerage Account (3935) | GOOG | S | 12/18/2025 | 01/05/2026 | $1,001 - $15,000 | 1.00 | GOOG0.98 | SellSell | Joint | Dec 18, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 6 | JT | American Express Company Common Stock (AXP) [ST] filing_status: New | subholding_of: Chase Brokerage Account (3935) | AXP | S | 12/18/2025 | 01/05/2026 | $1,001 - $15,000 | 1.00 | AXP0.98 | SellSell | Joint | Dec 18, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 7 | JT | Analog Devices, Inc. - Common Stock (ADI) [ST] filing_status: New | subholding_of: Chase Brokerage Account (3935) | ADI | S | 12/18/2025 | 01/05/2026 | $1,001 - $15,000 | 1.00 | ADI0.98 | SellSell | Joint | Dec 18, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 8 | JT | Arthur J. Gallagher & Co. Common Stock (AJG) [ST] filing_status: New | subholding_of: Chase Brokerage Account (3935) | AJG | S | 12/18/2025 | 01/05/2026 | $1,001 - $15,000 | 1.00 | AJG0.98 | SellSell | Joint | Dec 18, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 9 | JT | Bank of America Corporation Common Stock (BAC) [ST] filing_status: New | subholding_of: Chase Brokerage Account (3935) | BAC | S | 12/18/2025 | 01/05/2026 | $1,001 - $15,000 | 1.00 | BAC0.98 | SellSell | Joint | Dec 18, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 10 | JT | Blackstone Inc. Common Stock (BX) [ST] filing_status: New | subholding_of: Chase Brokerage Account (3935) | BX | S | 12/18/2025 | 01/05/2026 | $1,001 - $15,000 | 1.00 | BX0.98 | SellSell | Joint | Dec 18, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 11 | JT | Boeing Company (BA) [ST] filing_status: New | subholding_of: Merrill Lynch Long Term Growth | BA | S | 12/03/2025 | 01/09/2026 | $1,001 - $15,000 | 1.00 | BA0.98 | SellSell | Joint | Dec 3, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 12 | JT | Bristol-Myers Squibb Company Common Stock (BMY) [ST] filing_status: New | subholding_of: Chase Brokerage Account (3935) | BMY | S | 12/18/2025 | 01/05/2026 | $1,001 - $15,000 | 1.00 | BMY0.98 | SellSell | Joint | Dec 18, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 13 | JT | Capital One Financial Corporation Common Stock (COF) [ST] filing_status: New | subholding_of: Chase Brokerage Account (3935) | COF | S | 12/18/2025 | 01/05/2026 | $1,001 - $15,000 | 1.00 | COF0.98 | SellSell | Joint | Dec 18, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 14 | JT | Carrier Global Corporation Common Stock (CARR) [ST] filing_status: New | subholding_of: Chase Brokerage Account (3935) | CARR | S | 12/18/2025 | 01/05/2026 | $1,001 - $15,000 | 1.00 | CARR0.98 | SellSell | Joint | Dec 18, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 15 | JT | Charles Schwab Corporation (SCHW) [ST] filing_status: New | subholding_of: Chase Brokerage Account (3935) | SCHW | S | 12/18/2025 | 01/05/2026 | $1,001 - $15,000 | 1.00 | SCHW0.98 | SellSell | Joint | Dec 18, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 16 | JT | Chevron Corporation Common Stock (CVX) [ST] filing_status: New | subholding_of: Chase Brokerage Account (3935) | CVX | S | 12/18/2025 | 01/05/2026 | $1,001 - $15,000 | 1.00 | CVX0.98 | SellSell | Joint | Dec 18, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 17 | JT | CME Group Inc. - Class A Common Stock (CME) [ST] filing_status: New | subholding_of: Chase Brokerage Account (3935) | CME | S | 12/18/2025 | 01/05/2026 | $1,001 - $15,000 | 1.00 | CME0.98 | SellSell | Joint | Dec 18, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 18 | JT | CMS Energy Corporation Common Stock (CMS) [ST] filing_status: New | subholding_of: Chase Brokerage Account (3935) | CMS | S | 12/18/2025 | 01/05/2026 | $1,001 - $15,000 | 1.00 | CMS0.98 | SellSell | Joint | Dec 18, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 19 | JT | CMS Energy Corporation Common Stock (CMS) [ST] filing_status: New | subholding_of: Merrill Lynch Long Term Growth | CMS | S | 12/09/2025 | 01/09/2026 | $1,001 - $15,000 | 1.00 | CMS0.98 | SellSell | Joint | Dec 9, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 20 | JT | Comcast Corporation - Class A Common Stock (CMCSA) [ST] filing_status: New | subholding_of: Chase Brokerage Account (3935) | CMCSA | S | 12/18/2025 | 01/05/2026 | $1,001 - $15,000 | 1.00 | CMCSA0.98 | SellSell | Joint | Dec 18, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 21 | JT | ConocoPhillips Common Stock (COP) [ST] filing_status: New | subholding_of: Chase Brokerage Account (3935) | COP | S | 12/18/2025 | 01/05/2026 | $1,001 - $15,000 | 1.00 | COP0.98 | SellSell | Joint | Dec 18, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 22 | JT | Danaher Corporation Common Stock (DHR) [ST] filing_status: New | subholding_of: Chase Brokerage Account (3935) | DHR | S | 12/18/2025 | 01/05/2026 | $1,001 - $15,000 | 1.00 | DHR0.98 | SellSell | Joint | Dec 18, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 23 | JT | Deere & Company Common Stock (DE) [ST] filing_status: New | subholding_of: Chase Brokerage Account (3935) | DE | S | 12/18/2025 | 01/05/2026 | $1,001 - $15,000 | 1.00 | DE0.98 | SellSell | Joint | Dec 18, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 24 | JT | Dover Corporation Common Stock (DOV) [ST] filing_status: New | subholding_of: Chase Brokerage Account (3935) | DOV | S | 12/18/2025 | 01/05/2026 | $1,001 - $15,000 | 1.00 | DOV0.98 | SellSell | Joint | Dec 18, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 25 | JT | Eaton Corporation, PLC Ordinary Shares (ETN) [ST] filing_status: New | subholding_of: Chase Brokerage Account (3935) | ETN | S | 12/18/2025 | 01/05/2026 | $1,001 - $15,000 | 1.00 | ETN0.98 | SellSell | Joint | Dec 18, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 26 | JT | Eli Lilly and Company Common Stock (LLY) [ST] filing_status: New | subholding_of: Chase Brokerage Account (3935) | LLY | S | 12/18/2025 | 01/05/2026 | $1,001 - $15,000 | 1.00 | LLY0.98 | SellSell | Joint | Dec 18, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 27 | JT | EOG Resources, Inc. Common Stock (EOG) [ST] filing_status: New | subholding_of: Chase Brokerage Account (3935) | EOG | S | 12/18/2025 | 01/05/2026 | $1,001 - $15,000 | 1.00 | EOG0.98 | SellSell | Joint | Dec 18, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 28 | JT | Fidelity National Information Services, Inc. Common Stock (FIS) [ST] filing_status: New | subholding_of: Chase Brokerage Account (3935) | FIS | S | 12/18/2025 | 01/05/2026 | $1,001 - $15,000 | 1.00 | FIS0.98 | SellSell | Joint | Dec 18, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 29 | JT | General Dynamics Corporation Common Stock (GD) [ST] filing_status: New | subholding_of: Chase Brokerage Account (3935) | GD | S | 12/18/2025 | 01/05/2026 | $1,001 - $15,000 | 1.00 | GD0.98 | SellSell | Joint | Dec 18, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 30 | JT | Goldman Sachs Group, Inc. (GS) [ST] filing_status: New | subholding_of: Chase Brokerage Account (3935) | — | S | 12/18/2025 | 01/05/2026 | $1,001 - $15,000 | 1.00 | GS0.95 | SellSell | Joint | Dec 18, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 31 | JT | Home Depot, Inc. (HD) [ST] filing_status: New | subholding_of: Chase Brokerage Account (3935) | HD | S | 12/18/2025 | 01/05/2026 | $1,001 - $15,000 | 1.00 | HD0.98 | SellSell | Joint | Dec 18, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 32 | JT | International Business Machines Corporation Common Stock (IBM) [ST] filing_status: New | subholding_of: Chase Brokerage Account (3935) | IBM | S | 12/18/2025 | 01/05/2026 | $1,001 - $15,000 | 1.00 | IBM0.98 | SellSell | Joint | Dec 18, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 33 | JT | Johnson & Johnson Common Stock (JNJ) [ST] filing_status: New | subholding_of: Chase Brokerage Account (3935) | JNJ | S | 12/18/2025 | 01/05/2026 | $1,001 - $15,000 | 1.00 | JNJ0.98 | SellSell | Joint | Dec 18, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 34 | JT | McDonald's Corporation Common Stock (MCD) [ST] filing_status: New | subholding_of: Chase Brokerage Account (3935) | MCD | S | 12/18/2025 | 01/05/2026 | $1,001 - $15,000 | 1.00 | MCD0.98 | SellSell | Joint | Dec 18, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 35 | JT | Medtronic plc. Ordinary Shares (MDT) [ST] filing_status: New | subholding_of: Chase Brokerage Account (3935) | MDT | S | 12/18/2025 | 01/05/2026 | $1,001 - $15,000 | 1.00 | MDT0.98 | SellSell | Joint | Dec 18, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 36 | JT | Merck & Company, Inc. Common Stock (MRK) [ST] filing_status: New | subholding_of: Chase Brokerage Account (3935) | MRK | S | 12/18/2025 | 01/05/2026 | $1,001 - $15,000 | 1.00 | MRK0.98 | SellSell | Joint | Dec 18, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 37 | JT | Microsoft Corporation - Common Stock (MSFT) [ST] filing_status: New | subholding_of: Chase Brokerage Account (3935) | MSFT | S | 12/18/2025 | 01/05/2026 | $1,001 - $15,000 | 1.00 | MSFT0.98 | SellSell | Joint | Dec 18, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 38 | JT | Mondelez International, Inc. - Class A Common Stock (MDLZ) [ST] filing_status: New | subholding_of: Chase Brokerage Account (3935) | MDLZ | S | 12/18/2025 | 01/05/2026 | $1,001 - $15,000 | 1.00 | MDLZ0.98 | SellSell | Joint | Dec 18, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 39 | JT | Morgan Stanley Common Stock (MS) [ST] filing_status: New | subholding_of: Chase Brokerage Account (3935) | MS | S | 12/18/2025 | 01/05/2026 | $1,001 - $15,000 | 1.00 | MS0.98 | SellSell | Joint | Dec 18, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 40 | JT | NextEra Energy, Inc. Common Stock (NEE) [ST] filing_status: New | subholding_of: Chase Brokerage Account (3935) | NEE | S | 12/18/2025 | 01/05/2026 | $1,001 - $15,000 | 1.00 | NEE0.98 | SellSell | Joint | Dec 18, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 41 | JT | Norfolk Southern Corporation Common Stock (NSC) [ST] filing_status: New | subholding_of: Chase Brokerage Account (3935) | NSC | S | 12/18/2025 | 01/05/2026 | $1,001 - $15,000 | 1.00 | NSC0.98 | SellSell | Joint | Dec 18, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 42 | JT | NXP Semiconductors N.V. - Common Stock (NXPI) [ST] filing_status: New | subholding_of: Chase Brokerage Account (3935) | NXPI | S | 12/18/2025 | 01/05/2026 | $1,001 - $15,000 | 1.00 | NXPI0.98 | SellSell | Joint | Dec 18, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 43 | JT | Packaging Corporation of America Common Stock (PKG) [ST] filing_status: New | subholding_of: Chase Brokerage Account (3935) | PKG | S | 12/18/2025 | 01/05/2026 | $1,001 - $15,000 | 1.00 | PKG0.98 | SellSell | Joint | Dec 18, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 44 | JT | Pepsico, Inc. (PEP) [ST] filing_status: New | subholding_of: Chase Brokerage Account (3935) | PEP | S | 12/18/2025 | 01/05/2026 | $1,001 - $15,000 | 1.00 | PEP0.98 | SellSell | Joint | Dec 18, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 45 | JT | Philip Morris International Inc Common Stock (PM) [ST] filing_status: New | subholding_of: Chase Brokerage Account (3935) | PM | S | 12/18/2025 | 01/05/2026 | $1,001 - $15,000 | 1.00 | PM0.98 | SellSell | Joint | Dec 18, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 46 | JT | Procter & Gamble Company (PG) [ST] filing_status: New | subholding_of: Chase Brokerage Account (3935) | PG | S | 12/18/2025 | 01/05/2026 | $1,001 - $15,000 | 1.00 | PG0.98 | SellSell | Joint | Dec 18, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 47 | JT | Progressive Corporation (PGR) [ST] filing_status: New | subholding_of: Chase Brokerage Account (3935) | PGR | S | 12/18/2025 | 01/05/2026 | $1,001 - $15,000 | 1.00 | PGR0.98 | SellSell | Joint | Dec 18, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 48 | JT | Public Service Enterprise Group Incorporated Common Stock (PEG) [ST] filing_status: New | subholding_of: Merrill Lynch Long Term Growth | PEG | S | 12/09/2025 | 01/09/2026 | $1,001 - $15,000 | 1.00 | PEG0.98 | SellSell | Joint | Dec 9, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 49 | JT | Republic Services, Inc. Common Stock (RSG) [ST] filing_status: New | subholding_of: Chase Brokerage Account (3935) | RSG | S | 12/18/2025 | 01/05/2026 | $1,001 - $15,000 | 1.00 | RSG0.98 | SellSell | Joint | Dec 18, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 50 | JT | RTX Corporation Common Stock (RTX) [ST] filing_status: New | subholding_of: Chase Brokerage Account (3935) | RTX | S | 12/18/2025 | 01/05/2026 | $1,001 - $15,000 | 1.00 | RTX0.98 | SellSell | Joint | Dec 18, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 51 | JT | Seagate Technology Holdings PLC - Ordinary Shares (STX) [ST] filing_status: New | subholding_of: Chase Brokerage Account (3935) | STX | S | 12/18/2025 | 01/05/2026 | $1,001 - $15,000 | 1.00 | STX0.98 | SellSell | Joint | Dec 18, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 52 | JT | ServiceNow, Inc. Common Stock (NOW) [ST] filing_status: New | subholding_of: Merrill Lynch Long Term Growth | NOW | S | 12/09/2025 | 01/09/2026 | $1,001 - $15,000 | 1.00 | NOW0.98 | SellSell | Joint | Dec 9, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 53 | JT | Texas Instruments Incorporated - Common Stock (TXN) [ST] filing_status: New | subholding_of: Chase Brokerage Account (3935) | TXN | S | 12/18/2025 | 01/05/2026 | $1,001 - $15,000 | 1.00 | TXN0.98 | SellSell | Joint | Dec 18, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 54 | JT | The Bank of New York Mellon Corporation Common Stock (BK) [ST] filing_status: New | subholding_of: Chase Brokerage Account (3935) | BK | S | 12/18/2025 | 01/05/2026 | $1,001 - $15,000 | 1.00 | BNY0.95 | SellSell | Joint | Dec 18, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewmodelled |
| 55 | JT | The Cigna Group Common Stock (CI) [ST] filing_status: New | subholding_of: Chase Brokerage Account (3935) | CI | S | 12/18/2025 | 01/05/2026 | $1,001 - $15,000 | 1.00 | CI0.98 | SellSell | Joint | Dec 18, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 56 | JT | TJX Companies, Inc. (TJX) [ST] filing_status: New | subholding_of: Chase Brokerage Account (3935) | TJX | S | 12/18/2025 | 01/05/2026 | $1,001 - $15,000 | 1.00 | TJX0.98 | SellSell | Joint | Dec 18, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 57 | JT | Union Pacific Corporation Common Stock (UNP) [ST] filing_status: New | subholding_of: Chase Brokerage Account (3935) | UNP | S | 12/18/2025 | 01/05/2026 | $1,001 - $15,000 | 1.00 | UNP0.98 | SellSell | Joint | Dec 18, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 58 | JT | UnitedHealth Group Incorporated Common Stock (UNH) [ST] filing_status: New | subholding_of: Chase Brokerage Account (3935) | UNH | S | 12/18/2025 | 01/05/2026 | $1,001 - $15,000 | 1.00 | UNH0.98 | SellSell | Joint | Dec 18, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 59 | JT | Verizon Communications Inc. Common Stock (VZ) [ST] filing_status: New | subholding_of: Chase Brokerage Account (3935) | VZ | S | 12/18/2025 | 01/05/2026 | $1,001 - $15,000 | 1.00 | VZ0.98 | SellSell | Joint | Dec 18, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 60 | JT | Walmart Inc. - Common Stock (WMT) [ST] filing_status: New | subholding_of: Chase Brokerage Account (3935) | WMT | S | 12/18/2025 | 01/05/2026 | $1,001 - $15,000 | 1.00 | WMT0.98 | SellSell | Joint | Dec 18, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 61 | JT | Wells Fargo & Company Common Stock (WFC) [ST] filing_status: New | subholding_of: Chase Brokerage Account (3935) | WFC | S | 12/18/2025 | 01/05/2026 | $1,001 - $15,000 | 1.00 | WFC0.98 | SellSell | Joint | Dec 18, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 62 | JT | Xcel Energy Inc. (XEL) [ST] filing_status: New | subholding_of: Chase Brokerage Account (3935) | XEL | S | 12/18/2025 | 01/05/2026 | $1,001 - $15,000 | 1.00 | XEL0.98 | SellSell | Joint | Dec 18, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |