Filing audit view

20016323Parsed

DMikie Sherrill · House · ptr · filed Apr 5, 2020

Open official document Source index

Official filing metadata

Filer (as printed): Hon. Mikie Sherrill
Office (as printed): NJ11
Chamber: House
Filing type: ptr
Filing date: Apr 5, 2020
Filing year: 2020
Document format: pdf

Processing (ours)

Status: Parsed
Rows parsed: 118
Parser version: house_pdf_v1
Fetched: Sep 9, 2026
Parsed: Sep 9, 2026
Internal id: 1831

row 31: stray text in ['cap']: gfedcb; row 66: stray text in ['cap']: gfedcb

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 · 118

Left: official, as printed · Right: normalized

Raw filing rows beside their normalized interpretation
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	02/20/2020	03/03/2020	$1,001 - $15,000	1.00	ABT0.95	SellSell	Self	Feb 20, 2020	$1,001 - $15,000mid $8K	Stock	modelled
2	—	accenture plc Class a Ordinary Shares (aCN) [ST] other: F IlINg S TaTuS : New	—	S	02/20/2020	03/03/2020	$1,001 - $15,000	1.00	ACN0.95	SellSell	Self	Feb 20, 2020	$1,001 - $15,000mid $8K	Stock	modelled
3	—	air Products and Chemicals, Inc. (aPD) [ST] other: F IlINg S TaTuS : New	—	S	02/20/2020	03/03/2020	$1,001 - $15,000	1.00	APD0.92	SellSell	Self	Feb 20, 2020	$1,001 - $15,000mid $8K	Stock	modelled
4	—	alexandria Real Estate Equities, Inc. (aRE) [ST] other: F IlINg S TaTuS : New	—	S	02/20/2020	03/03/2020	$1,001 - $15,000	1.00	ARE0.95	SellSell	Self	Feb 20, 2020	$1,001 - $15,000mid $8K	Stock	modelled
5	—	alibaba group Holding limited american Depositary Shares each representing eight Ordinary share (BaBa) [ST] other: F IlINg S TaTuS : New	—	S	02/20/2020	03/03/2020	$15,001 - $50,000	1.00	—0.00	SellSell	Self	Feb 20, 2020	$15,001 - $50,000mid $32.5K	Stock	not modelled
6	—	alphabet Inc. - Class a (gOOgl) [ST] other: F IlINg S TaTuS : New	—	S	02/20/2020	03/03/2020	$1,001 - $15,000	1.00	GOOGL0.95	SellSell	Self	Feb 20, 2020	$1,001 - $15,000mid $8K	Stock	modelled
7	—	alphabet Inc. - Class C Capital Stock (gOOg) [ST] other: F IlINg S TaTuS : New	—	S	02/20/2020	03/03/2020	$1,001 - $15,000	1.00	GOOGL0.95	SellSell	Self	Feb 20, 2020	$1,001 - $15,000mid $8K	Stock	modelled
8	—	altria group, Inc. (MO) [ST] other: F IlINg S TaTuS : New	MO	S	02/20/2020	03/03/2020	$1,001 - $15,000	1.00	MO0.98	SellSell	Self	Feb 20, 2020	$1,001 - $15,000mid $8K	Stock	modelled
9	—	amazon.com, Inc. (aMZN) [ST] other: F IlINg S TaTuS : New	—	S	02/20/2020	03/03/2020	$15,001 - $50,000	1.00	AMZN0.92	SellSell	Self	Feb 20, 2020	$15,001 - $50,000mid $32.5K	Stock	modelled
10	—	amgen Inc. (aMgN) [ST] other: F IlINg S TaTuS : New	—	S	02/20/2020	03/03/2020	$1,001 - $15,000	1.00	AMGN0.95	SellSell	Self	Feb 20, 2020	$1,001 - $15,000mid $8K	Stock	modelled
11	—	analog Devices, Inc. (aDI) [ST] other: F IlINg S TaTuS : New	—	S	02/20/2020	03/03/2020	$1,001 - $15,000	1.00	ADI0.95	SellSell	Self	Feb 20, 2020	$1,001 - $15,000mid $8K	Stock	modelled
12	—	apple Inc. (aaPl) [ST] other: F IlINg S TaTuS : New	—	S	02/20/2020	03/03/2020	$1,001 - $15,000	1.00	AAPL0.95	SellSell	Self	Feb 20, 2020	$1,001 - $15,000mid $8K	Stock	modelled
13	—	arthur J. gallagher & Co. (aJg) [ST] other: F IlINg S TaTuS : New	—	S	02/20/2020	03/03/2020	$1,001 - $15,000	1.00	AJG0.95	SellSell	Self	Feb 20, 2020	$1,001 - $15,000mid $8K	Stock	modelled
14	—	autodesk, Inc. (aDSK) [ST] other: F IlINg S TaTuS : New	—	S	02/20/2020	03/03/2020	$15,001 - $50,000	1.00	ADSK0.95	SellSell	Self	Feb 20, 2020	$15,001 - $50,000mid $32.5K	Stock	modelled
15	—	automatic Data Processing, Inc. (aDP) [ST] other: F IlINg S TaTuS : New	—	S	02/20/2020	03/03/2020	$1,001 - $15,000	1.00	ADP0.95	SellSell	Self	Feb 20, 2020	$1,001 - $15,000mid $8K	Stock	modelled
16	—	avalonBay Communities, Inc. (aVB) [ST] other: F IlINg S TaTuS : New	—	S	02/20/2020	03/03/2020	$1,001 - $15,000	1.00	AVB0.95	SellSell	Self	Feb 20, 2020	$1,001 - $15,000mid $8K	Stock	modelled
17	—	Bank of america Corporation (BaC) [ST] other: F IlINg S TaTuS : New	—	S	02/20/2020	03/03/2020	$1,001 - $15,000	1.00	BAC0.95	SellSell	Self	Feb 20, 2020	$1,001 - $15,000mid $8K	Stock	modelled
18	—	Becton, Dickinson and Company (BDX) [ST] other: F IlINg S TaTuS : New	BDX	S	02/20/2020	03/03/2020	$1,001 - $15,000	1.00	BDX0.98	SellSell	Self	Feb 20, 2020	$1,001 - $15,000mid $8K	Stock	modelled
19	—	BlackRock, Inc. (BlK) [ST] other: F IlINg S TaTuS : New	—	S	02/20/2020	03/03/2020	$1,001 - $15,000	1.00	BLK0.95	SellSell	Self	Feb 20, 2020	$1,001 - $15,000mid $8K	Stock	modelled
20	—	Boston Properties, Inc. (BXP) [ST] other: F IlINg S TaTuS : New	BXP	S	02/20/2020	03/03/2020	$1,001 - $15,000	1.00	BXP0.95	SellSell	Self	Feb 20, 2020	$1,001 - $15,000mid $8K	Stock	Reviewmodelled
21	—	Bristol-Myers Squibb Company (BMY) [ST] other: F IlINg S TaTuS : New	BMY	S	02/20/2020	03/03/2020	$1,001 - $15,000	1.00	BMY0.98	SellSell	Self	Feb 20, 2020	$1,001 - $15,000mid $8K	Stock	modelled
22	—	Capital One Financial Corporation (COF) [ST] other: F IlINg S TaTuS : New	COF	S	02/20/2020	03/03/2020	$1,001 - $15,000	1.00	COF0.98	SellSell	Self	Feb 20, 2020	$1,001 - $15,000mid $8K	Stock	modelled
23	—	Cerner Corporation (CERN) [ST] other: F IlINg S TaTuS : New	CERN	S	02/20/2020	03/03/2020	$1,001 - $15,000	1.00	—0.60	SellSell	Self	Feb 20, 2020	$1,001 - $15,000mid $8K	Stock	Reviewnot modelled
24	—	Chevron Corporation (CVX) [ST] other: F IlINg S TaTuS : New	CVX	S	02/20/2020	03/03/2020	$1,001 - $15,000	1.00	CVX0.98	SellSell	Self	Feb 20, 2020	$1,001 - $15,000mid $8K	Stock	modelled
25	—	Chubb limited (CB) [ST] other: F IlINg S TaTuS : New	CB	S	02/20/2020	03/03/2020	$1,001 - $15,000	1.00	CB0.98	SellSell	Self	Feb 20, 2020	$1,001 - $15,000mid $8K	Stock	modelled
26	—	Cisco Systems, Inc. (CSCO) [ST] other: F IlINg S TaTuS : New	CSCO	S	02/20/2020	03/03/2020	$1,001 - $15,000	1.00	CSCO0.98	SellSell	Self	Feb 20, 2020	$1,001 - $15,000mid $8K	Stock	modelled
27	—	CME group Inc. - Class a (CME) [ST] other: F IlINg S TaTuS : New	CME	S	02/20/2020	03/03/2020	$1,001 - $15,000	1.00	CME0.98	SellSell	Self	Feb 20, 2020	$1,001 - $15,000mid $8K	Stock	modelled
28	—	CMS Energy Corporation (CMS) [ST] other: F IlINg S TaTuS : New	CMS	S	02/20/2020	03/03/2020	$1,001 - $15,000	1.00	CMS0.98	SellSell	Self	Feb 20, 2020	$1,001 - $15,000mid $8K	Stock	modelled
29	—	Coca-Cola Company (KO) [ST] other: F IlINg S TaTuS : New	KO	S	02/20/2020	03/03/2020	$15,001 - $50,000	1.00	KO0.98	SellSell	Self	Feb 20, 2020	$15,001 - $50,000mid $32.5K	Stock	modelled
30	—	Colgate-Palmolive Company (Cl) [ST] other: F IlINg S TaTuS : New	—	S	02/20/2020	03/03/2020	$1,001 - $15,000	1.00	CL0.95	SellSell	Self	Feb 20, 2020	$1,001 - $15,000mid $8K	Stock	modelled
31	—	Comcast Corporation - Class a (CMCSa) [ST] other: F IlINg S TaTuS : New	—	S	02/20/2020	03/03/2020	$1,001 - $15,000	0.70	CMCSA0.95	SellSell	Self	Feb 20, 2020	$1,001 - $15,000mid $8K	Stock	Reviewmodelled
32	—	ConocoPhillips (COP) [ST] other: F IlINg S TaTuS : New	COP	S	02/20/2020	03/03/2020	$1,001 - $15,000	1.00	COP0.98	SellSell	Self	Feb 20, 2020	$1,001 - $15,000mid $8K	Stock	modelled
33	—	Cullen/Frost Bankers, Inc. (CFR) [ST] other: F IlINg S TaTuS : New	CFR	S	02/20/2020	03/03/2020	$1,001 - $15,000	1.00	CFR0.98	SellSell	Self	Feb 20, 2020	$1,001 - $15,000mid $8K	Stock	modelled
34	—	CVS Health Corporation (CVS) [ST] other: F IlINg S TaTuS : New	CVS	S	02/20/2020	03/03/2020	$1,001 - $15,000	1.00	CVS0.98	SellSell	Self	Feb 20, 2020	$1,001 - $15,000mid $8K	Stock	modelled
35	—	Danone Sponsored aDR (DaNOY) [ST] other: F IlINg S TaTuS : New	—	S	02/20/2020	03/03/2020	$1,001 - $15,000	1.00	—0.00	SellSell	Self	Feb 20, 2020	$1,001 - $15,000mid $8K	Stock	not modelled
36	—	Deere & Company (DE) [ST] other: F IlINg S TaTuS : New	DE	S	02/20/2020	03/03/2020	$1,001 - $15,000	1.00	DE0.98	SellSell	Self	Feb 20, 2020	$1,001 - $15,000mid $8K	Stock	modelled
37	—	Discover Financial Services (DFS) [ST] other: F IlINg S TaTuS : New	DFS	S	02/20/2020	03/03/2020	$1,001 - $15,000	1.00	—0.60	SellSell	Self	Feb 20, 2020	$1,001 - $15,000mid $8K	Stock	Reviewnot modelled
38	—	Dover Corporation (DOV) [ST] other: F IlINg S TaTuS : New	DOV	S	02/20/2020	03/03/2020	$1,001 - $15,000	1.00	DOV0.98	SellSell	Self	Feb 20, 2020	$1,001 - $15,000mid $8K	Stock	modelled
39	—	DuPont de Nemours, Inc. (DD) [ST] other: F IlINg S TaTuS : New	DD	S	02/20/2020	03/03/2020	$1,001 - $15,000	1.00	DD0.98	SellSell	Self	Feb 20, 2020	$1,001 - $15,000mid $8K	Stock	modelled
40	—	Edison International (EIX) [ST] other: F IlINg S TaTuS : New	EIX	S	02/20/2020	03/03/2020	$1,001 - $15,000	1.00	EIX0.98	SellSell	Self	Feb 20, 2020	$1,001 - $15,000mid $8K	Stock	modelled
41	—	Eli lilly and Company (llY) [ST] other: F IlINg S TaTuS : New	—	S	02/20/2020	03/03/2020	$1,001 - $15,000	1.00	—0.90	SellSell	Self	Feb 20, 2020	$1,001 - $15,000mid $8K	Stock	Reviewnot modelled
42	—	Entergy Corporation (ETR) [ST] other: F IlINg S TaTuS : New	ETR	S	02/20/2020	03/03/2020	$1,001 - $15,000	1.00	ETR0.98	SellSell	Self	Feb 20, 2020	$1,001 - $15,000mid $8K	Stock	modelled
43	—	Expeditors International of Washington, Inc. (EXPD) [ST] other: F IlINg S TaTuS : New	EXPD	S	02/20/2020	03/03/2020	$1,001 - $15,000	1.00	EXPD0.98	SellSell	Self	Feb 20, 2020	$1,001 - $15,000mid $8K	Stock	modelled
44	—	Exxon Mobil Corporation (XOM) [ST] other: F IlINg S TaTuS : New	XOM	S	02/20/2020	03/03/2020	$1,001 - $15,000	1.00	XOM0.98	SellSell	Self	Feb 20, 2020	$1,001 - $15,000mid $8K	Stock	modelled
45	—	Facebook, Inc. - Class a (FB) [ST] other: F IlINg S TaTuS : New	FB	S	02/20/2020	03/03/2020	$15,001 - $50,000	1.00	FB0.95	SellSell	Self	Feb 20, 2020	$15,001 - $50,000mid $32.5K	Stock	Reviewmodelled
46	—	FactSet Research Systems Inc. (FDS) [ST] other: F IlINg S TaTuS : New	FDS	S	02/20/2020	03/03/2020	$1,001 - $15,000	1.00	FDS0.98	SellSell	Self	Feb 20, 2020	$1,001 - $15,000mid $8K	Stock	modelled
47	—	Fidelity Dividend ETF for Rising Rates (FDRR) [ST] other: F IlINg S TaTuS : New	FDRR	P	02/21/2020	03/03/2020	$100,001 - $250,000	1.00	FDRR0.98	BuyBuy	Self	Feb 21, 2020	$100,001 - $250,000mid $175K	Etf	modelled
48	—	Fidelity National Information Services, Inc. (FIS) [ST] other: F IlINg S TaTuS : New	FIS	S	02/20/2020	03/03/2020	$1,001 - $15,000	1.00	FIS0.98	SellSell	Self	Feb 20, 2020	$1,001 - $15,000mid $8K	Stock	modelled
49	—	general Dynamics Corporation (gD) [ST] other: F IlINg S TaTuS : New	—	S	02/20/2020	03/03/2020	$1,001 - $15,000	1.00	GD0.95	SellSell	Self	Feb 20, 2020	$1,001 - $15,000mid $8K	Stock	modelled
50	—	gilead Sciences, Inc. (gIlD) [ST] other: F IlINg S TaTuS : New	—	S	02/20/2020	03/03/2020	$1,001 - $15,000	1.00	GILD0.95	SellSell	Self	Feb 20, 2020	$1,001 - $15,000mid $8K	Stock	modelled
51	—	Hartford Financial Services group, Inc. (HIg) [ST] other: F IlINg S TaTuS : New	—	S	02/20/2020	03/03/2020	$1,001 - $15,000	1.00	—0.00	SellSell	Self	Feb 20, 2020	$1,001 - $15,000mid $8K	Stock	not modelled
52	—	Hasbro, Inc. (HaS) [ST] other: F IlINg S TaTuS : New	—	S	02/20/2020	03/03/2020	$1,001 - $15,000	1.00	HAS0.95	SellSell	Self	Feb 20, 2020	$1,001 - $15,000mid $8K	Stock	modelled
53	—	Home Depot, Inc. (HD) [ST] other: F IlINg S TaTuS : New	HD	S	02/20/2020	03/03/2020	$1,001 - $15,000	1.00	HD0.98	SellSell	Self	Feb 20, 2020	$1,001 - $15,000mid $8K	Stock	modelled
54	—	Honeywell International Inc. (HON) [ST] other: F IlINg S TaTuS : New	HON	S	02/20/2020	03/03/2020	$1,001 - $15,000	1.00	HON0.98	SellSell	Self	Feb 20, 2020	$1,001 - $15,000mid $8K	Stock	modelled
55	—	Illinois Tool Works Inc. (ITW) [ST] other: F IlINg S TaTuS : New	ITW	S	02/20/2020	03/03/2020	$1,001 - $15,000	1.00	ITW0.98	SellSell	Self	Feb 20, 2020	$1,001 - $15,000mid $8K	Stock	modelled
56	—	International Business Machines Corporation (IBM) [ST] other: F IlINg S TaTuS : New	IBM	S	02/20/2020	03/03/2020	$1,001 - $15,000	1.00	IBM0.98	SellSell	Self	Feb 20, 2020	$1,001 - $15,000mid $8K	Stock	modelled
57	—	iShares Expanded Tech-Software Sector ETF (IgV) [ST] other: F IlINg S TaTuS : New	—	P	02/21/2020	03/03/2020	$100,001 - $250,000	1.00	IGV0.95	BuyBuy	Self	Feb 21, 2020	$100,001 - $250,000mid $175K	Etf	modelled
58	—	Johnson & Johnson (JNJ) [ST] other: F IlINg S TaTuS : New	JNJ	S	02/20/2020	03/03/2020	$1,001 - $15,000	1.00	JNJ0.98	SellSell	Self	Feb 20, 2020	$1,001 - $15,000mid $8K	Stock	modelled
59	—	las Vegas Sands Corp. (lVS) [ST] other: F IlINg S TaTuS : New	—	S	02/20/2020	03/03/2020	$1,001 - $15,000	1.00	LVS0.95	SellSell	Self	Feb 20, 2020	$1,001 - $15,000mid $8K	Stock	modelled
60	—	M&T Bank Corporation (MTB) [ST] other: F IlINg S TaTuS : New	MTB	S	02/20/2020	03/03/2020	$1,001 - $15,000	1.00	MTB0.98	SellSell	Self	Feb 20, 2020	$1,001 - $15,000mid $8K	Stock	modelled
61	—	Marsh & Mclennan Companies, Inc. (MMC) [ST] other: F IlINg S TaTuS : New	MMC	S	02/20/2020	03/03/2020	$1,001 - $15,000	1.00	MRSH0.95	SellSell	Self	Feb 20, 2020	$1,001 - $15,000mid $8K	Stock	Reviewmodelled
62	—	McDonald's Corporation (MCD) [ST] other: F IlINg S TaTuS : New	MCD	S	02/20/2020	03/03/2020	$1,001 - $15,000	1.00	MCD0.98	SellSell	Self	Feb 20, 2020	$1,001 - $15,000mid $8K	Stock	modelled
63	—	Medtronic plc. Ordinary Shares (MDT) [ST] other: F IlINg S TaTuS : New	MDT	S	02/20/2020	03/03/2020	$1,001 - $15,000	1.00	MDT0.98	SellSell	Self	Feb 20, 2020	$1,001 - $15,000mid $8K	Stock	modelled
64	—	Merck & Company, Inc. Common Stock (MRK) [ST] other: F IlINg S TaTuS : New	MRK	S	02/20/2020	03/03/2020	$1,001 - $15,000	1.00	MRK0.98	SellSell	Self	Feb 20, 2020	$1,001 - $15,000mid $8K	Stock	modelled
65	—	Metlife, Inc. (MET) [ST] other: F IlINg S TaTuS : New	MET	S	02/20/2020	03/03/2020	$1,001 - $15,000	1.00	MET0.98	SellSell	Self	Feb 20, 2020	$1,001 - $15,000mid $8K	Stock	modelled
66	—	Microsoft Corporation (MSFT) [ST] other: F IlINg S TaTuS : New	MSFT	S	02/20/2020	03/03/2020	$15,001 - $50,000	0.70	MSFT0.98	SellSell	Self	Feb 20, 2020	$15,001 - $50,000mid $32.5K	Stock	Reviewmodelled
67	—	Mondelez International, Inc. - Class a (MDlZ) [ST] other: F IlINg S TaTuS : New	—	S	02/20/2020	03/03/2020	$1,001 - $15,000	1.00	MDLZ0.95	SellSell	Self	Feb 20, 2020	$1,001 - $15,000mid $8K	Stock	modelled
68	—	Monster Beverage Corporation (MNST) [ST] other: F IlINg S TaTuS : New	MNST	S	02/20/2020	03/03/2020	$1,001 - $15,000	1.00	MNST0.98	SellSell	Self	Feb 20, 2020	$1,001 - $15,000mid $8K	Stock	modelled
69	—	NextEra Energy, Inc. (NEE) [ST] other: F IlINg S TaTuS : New	NEE	S	02/20/2020	03/03/2020	$1,001 - $15,000	1.00	NEE0.98	SellSell	Self	Feb 20, 2020	$1,001 - $15,000mid $8K	Stock	modelled
70	—	Norfolk Southern Corporation (NSC) [ST] other: F IlINg S TaTuS : New	NSC	S	02/20/2020	03/03/2020	$1,001 - $15,000	1.00	NSC0.98	SellSell	Self	Feb 20, 2020	$1,001 - $15,000mid $8K	Stock	modelled
71	—	Northern Trust Corporation (NTRS) [ST] other: F IlINg S TaTuS : New	NTRS	S	02/20/2020	03/03/2020	$1,001 - $15,000	1.00	NTRS0.98	SellSell	Self	Feb 20, 2020	$1,001 - $15,000mid $8K	Stock	modelled
72	—	Novartis ag (NVS) [ST] other: F IlINg S TaTuS : New	NVS	S	02/20/2020	03/03/2020	$1,001 - $15,000	1.00	NVS0.98	SellSell	Self	Feb 20, 2020	$1,001 - $15,000mid $8K	Stock	modelled
73	—	Novo Nordisk a/S (NVO) [ST] other: F IlINg S TaTuS : New	NVO	S	02/20/2020	03/03/2020	$1,001 - $15,000	1.00	NVO0.98	SellSell	Self	Feb 20, 2020	$1,001 - $15,000mid $8K	Stock	modelled
74	—	Nuveen ESg large-Cap growth ETF (Nulg) [ST] other: F IlINg S TaTuS : New	—	P	02/21/2020	03/03/2020	$100,001 - $250,000	1.00	—0.00	BuyBuy	Self	Feb 21, 2020	$100,001 - $250,000mid $175K	Etf	not modelled
75	—	NVIDIa Corporation (NVDa) [ST] other: F IlINg S TaTuS : New	—	S	02/20/2020	03/03/2020	$15,001 - $50,000	1.00	NVDA0.95	SellSell	Self	Feb 20, 2020	$15,001 - $50,000mid $32.5K	Stock	modelled
76	—	Oracle Corporation (ORCl) [ST] other: F IlINg S TaTuS : New	—	S	02/20/2020	03/03/2020	$15,001 - $50,000	1.00	ORCL0.95	SellSell	Self	Feb 20, 2020	$15,001 - $50,000mid $32.5K	Stock	modelled
77	—	Parker-Hannifin Corporation (PH) [ST] other: F IlINg S TaTuS : New	PH	S	02/20/2020	03/03/2020	$1,001 - $15,000	1.00	PH0.98	SellSell	Self	Feb 20, 2020	$1,001 - $15,000mid $8K	Stock	modelled
78	—	Pepsico, Inc. (PEP) [ST] other: F IlINg S TaTuS : New	PEP	S	02/20/2020	03/03/2020	$1,001 - $15,000	1.00	PEP0.98	SellSell	Self	Feb 20, 2020	$1,001 - $15,000mid $8K	Stock	modelled
79	—	Pfizer, Inc. (PFE) [ST] other: F IlINg S TaTuS : New	PFE	S	02/20/2020	03/03/2020	$1,001 - $15,000	1.00	PFE0.98	SellSell	Self	Feb 20, 2020	$1,001 - $15,000mid $8K	Stock	modelled
80	—	Philip Morris International Inc (PM) [ST] other: F IlINg S TaTuS : New	PM	S	02/20/2020	03/03/2020	$1,001 - $15,000	1.00	PM0.98	SellSell	Self	Feb 20, 2020	$1,001 - $15,000mid $8K	Stock	modelled
81	—	PNC Financial Services group, Inc. (PNC) [ST] other: F IlINg S TaTuS : New	PNC	S	02/20/2020	03/03/2020	$1,001 - $15,000	1.00	PNC0.98	SellSell	Self	Feb 20, 2020	$1,001 - $15,000mid $8K	Stock	modelled
82	—	PPg Industries, Inc. (PPg) [ST] other: F IlINg S TaTuS : New	—	S	02/20/2020	03/03/2020	$1,001 - $15,000	1.00	PPG0.95	SellSell	Self	Feb 20, 2020	$1,001 - $15,000mid $8K	Stock	modelled
83	—	Procter & gamble Company (Pg) [ST] other: F IlINg S TaTuS : New	—	S	02/20/2020	03/03/2020	$15,001 - $50,000	1.00	PG0.95	SellSell	Self	Feb 20, 2020	$15,001 - $50,000mid $32.5K	Stock	modelled
84	—	Progressive Corporation (PgR) [ST] other: F IlINg S TaTuS : New	—	S	02/20/2020	03/03/2020	$1,001 - $15,000	1.00	PGR0.95	SellSell	Self	Feb 20, 2020	$1,001 - $15,000mid $8K	Stock	modelled
85	—	Prudential Financial, Inc. (PRu) [ST] other: F IlINg S TaTuS : New	—	S	02/20/2020	03/03/2020	$1,001 - $15,000	1.00	PRU0.95	SellSell	Self	Feb 20, 2020	$1,001 - $15,000mid $8K	Stock	modelled
86	—	Public Service Enterprise group Incorporated (PEg) [ST] other: F IlINg S TaTuS : New	—	S	02/20/2020	03/03/2020	$1,001 - $15,000	1.00	PEG0.95	SellSell	Self	Feb 20, 2020	$1,001 - $15,000mid $8K	Stock	modelled
87	—	QualCOMM Incorporated (QCOM) [ST] other: F IlINg S TaTuS : New	QCOM	S	02/20/2020	03/03/2020	$1,001 - $15,000	1.00	QCOM0.98	SellSell	Self	Feb 20, 2020	$1,001 - $15,000mid $8K	Stock	modelled
88	—	Regeneron Pharmaceuticals, Inc. (REgN) [ST] other: F IlINg S TaTuS : New	—	S	02/20/2020	03/03/2020	$1,001 - $15,000	1.00	REGN0.95	SellSell	Self	Feb 20, 2020	$1,001 - $15,000mid $8K	Stock	modelled
89	—	Republic Services, Inc. (RSg) [ST] other: F IlINg S TaTuS : New	—	S	02/20/2020	03/03/2020	$1,001 - $15,000	1.00	RSG0.95	SellSell	Self	Feb 20, 2020	$1,001 - $15,000mid $8K	Stock	modelled
90	—	Roche Holdings ag Basel american Depositary Shares (RHHBY) [ST] other: F IlINg S TaTuS : New	RHHBY	S	02/20/2020	03/03/2020	$1,001 - $15,000	1.00	RHHBY0.98	SellSell	Self	Feb 20, 2020	$1,001 - $15,000mid $8K	Stock	modelled
91	—	RPM International Inc. (RPM) [ST] other: F IlINg S TaTuS : New	RPM	S	02/20/2020	03/03/2020	$1,001 - $15,000	1.00	RPM0.98	SellSell	Self	Feb 20, 2020	$1,001 - $15,000mid $8K	Stock	modelled
92	—	Schlumberger N.V. (SlB) [ST] other: F IlINg S TaTuS : New	—	S	02/20/2020	03/03/2020	$1,001 - $15,000	1.00	—0.00	SellSell	Self	Feb 20, 2020	$1,001 - $15,000mid $8K	Stock	not modelled
93	—	Schwab uS Dividend Equity ETF (SCHD) [ST] other: F IlINg S TaTuS : New	SCHD	P	02/21/2020	03/03/2020	$100,001 - $250,000	1.00	SCHD0.98	BuyBuy	Self	Feb 21, 2020	$100,001 - $250,000mid $175K	Etf	modelled
94	—	SEI Investments Company (SEIC) [ST] other: F IlINg S TaTuS : New	SEIC	S	02/20/2020	03/03/2020	$1,001 - $15,000	1.00	SEIC0.98	SellSell	Self	Feb 20, 2020	$1,001 - $15,000mid $8K	Stock	modelled
95	—	Simon Property group, Inc. (SPg) [ST] other: F IlINg S TaTuS : New	—	S	02/20/2020	03/03/2020	$1,001 - $15,000	1.00	SPG0.95	SellSell	Self	Feb 20, 2020	$1,001 - $15,000mid $8K	Stock	modelled
96	—	SPDR Series Trust SPDR Portfolio S&P 500 growth ETF (SPYg) [ST] other: F IlINg S TaTuS : New	—	P	02/21/2020	03/03/2020	$100,001 - $250,000	1.00	—0.90	BuyBuy	Self	Feb 21, 2020	$100,001 - $250,000mid $175K	Etf	Reviewnot modelled
97	—	Stanley Black & Decker, Inc. (SWK) [ST] other: F IlINg S TaTuS : New	SWK	S	02/20/2020	03/03/2020	$1,001 - $15,000	1.00	SWK0.98	SellSell	Self	Feb 20, 2020	$1,001 - $15,000mid $8K	Stock	modelled
98	—	Starbucks Corporation (SBuX) [ST] other: F IlINg S TaTuS : New	—	S	02/20/2020	03/03/2020	$1,001 - $15,000	1.00	SBUX0.95	SellSell	Self	Feb 20, 2020	$1,001 - $15,000mid $8K	Stock	modelled
99	—	T. Rowe Price group, Inc. (TROW) [ST] other: F IlINg S TaTuS : New	TROW	S	02/20/2020	03/03/2020	$1,001 - $15,000	1.00	TROW0.98	SellSell	Self	Feb 20, 2020	$1,001 - $15,000mid $8K	Stock	modelled
100	—	Texas Instruments Incorporated (TXN) [ST] other: F IlINg S TaTuS : New	TXN	S	02/20/2020	03/03/2020	$1,001 - $15,000	1.00	TXN0.98	SellSell	Self	Feb 20, 2020	$1,001 - $15,000mid $8K	Stock	modelled
101	—	The Travelers Companies, Inc. (TRV) [ST] other: F IlINg S TaTuS : New	TRV	S	02/20/2020	03/03/2020	$1,001 - $15,000	1.00	TRV0.98	SellSell	Self	Feb 20, 2020	$1,001 - $15,000mid $8K	Stock	modelled
102	—	Truist Financial Corporation (TFC) [ST] other: F IlINg S TaTuS : New	TFC	S	02/20/2020	03/03/2020	$1,001 - $15,000	1.00	TFC0.98	SellSell	Self	Feb 20, 2020	$1,001 - $15,000mid $8K	Stock	modelled
103	—	u.S. Bancorp (uSB) [ST] other: F IlINg S TaTuS : New	—	S	02/20/2020	03/03/2020	$1,001 - $15,000	1.00	—0.90	SellSell	Self	Feb 20, 2020	$1,001 - $15,000mid $8K	Stock	Reviewnot modelled
104	—	united Technologies Corporation (uTX) [ST] other: F IlINg S TaTuS : New	—	S	02/20/2020	03/03/2020	$1,001 - $15,000	1.00	—0.00	SellSell	Self	Feb 20, 2020	$1,001 - $15,000mid $8K	Stock	not modelled
105	—	unitedHealth group Incorporated Common Stock (uNH) [ST] other: F IlINg S TaTuS : New	—	S	02/20/2020	03/03/2020	$1,001 - $15,000	1.00	UNH0.95	SellSell	Self	Feb 20, 2020	$1,001 - $15,000mid $8K	Stock	modelled
106	—	V.F. Corporation (VFC) [ST] other: F IlINg S TaTuS : New	VFC	S	02/20/2020	03/03/2020	$1,001 - $15,000	1.00	VFC0.98	SellSell	Self	Feb 20, 2020	$1,001 - $15,000mid $8K	Stock	modelled
107	—	Valero Energy Corporation (VlO) [ST] other: F IlINg S TaTuS : New	—	S	02/20/2020	03/03/2020	$1,001 - $15,000	1.00	VLO0.95	SellSell	Self	Feb 20, 2020	$1,001 - $15,000mid $8K	Stock	modelled
108	—	Varian Medical Systems, Inc. (VaR) [ST] other: F IlINg S TaTuS : New	—	S	02/20/2020	03/03/2020	$1,001 - $15,000	1.00	—0.00	SellSell	Self	Feb 20, 2020	$1,001 - $15,000mid $8K	Stock	not modelled
109	—	Ventas, Inc. (VTR) [ST] other: F IlINg S TaTuS : New	VTR	S	02/20/2020	03/03/2020	$1,001 - $15,000	1.00	VTR0.98	SellSell	Self	Feb 20, 2020	$1,001 - $15,000mid $8K	Stock	modelled
110	—	Verizon Communications Inc. (VZ) [ST] other: F IlINg S TaTuS : New	VZ	S	02/20/2020	03/03/2020	$1,001 - $15,000	1.00	VZ0.98	SellSell	Self	Feb 20, 2020	$1,001 - $15,000mid $8K	Stock	modelled
111	—	Visa Inc. (V) [ST] other: F IlINg S TaTuS : New	V	S	02/20/2020	03/03/2020	$15,001 - $50,000	1.00	V0.98	SellSell	Self	Feb 20, 2020	$15,001 - $50,000mid $32.5K	Stock	modelled
112	—	Vornado Realty Trust (VNO) [ST] other: F IlINg S TaTuS : New	VNO	S	02/20/2020	03/03/2020	$1,001 - $15,000	1.00	VNO0.98	SellSell	Self	Feb 20, 2020	$1,001 - $15,000mid $8K	Stock	modelled
113	—	Walmart Inc. (WMT) [ST] other: F IlINg S TaTuS : New	WMT	S	02/20/2020	03/03/2020	$1,001 - $15,000	1.00	WMT0.98	SellSell	Self	Feb 20, 2020	$1,001 - $15,000mid $8K	Stock	modelled
114	—	Wells Fargo & Company (WFC) [ST] other: F IlINg S TaTuS : New	WFC	S	02/20/2020	03/03/2020	$1,001 - $15,000	1.00	WFC0.98	SellSell	Self	Feb 20, 2020	$1,001 - $15,000mid $8K	Stock	modelled
115	—	Wyndham Hotels & Resorts, Inc. (WH) [ST] other: F IlINg S TaTuS : New	WH	S	02/20/2020	03/03/2020	$1,001 - $15,000	1.00	WH0.98	SellSell	Self	Feb 20, 2020	$1,001 - $15,000mid $8K	Stock	modelled
116	—	Xcel Energy Inc. (XEl) [ST] other: F IlINg S TaTuS : New	—	S	02/20/2020	03/03/2020	$1,001 - $15,000	1.00	XEL0.95	SellSell	Self	Feb 20, 2020	$1,001 - $15,000mid $8K	Stock	modelled
117	—	Yum China Holdings, Inc. (YuMC) [ST] other: F IlINg S TaTuS : New	—	S	02/20/2020	03/03/2020	$1,001 - $15,000	1.00	YUMC0.95	SellSell	Self	Feb 20, 2020	$1,001 - $15,000mid $8K	Stock	modelled
118	—	Yum! Brands, Inc. (YuM) [ST] other: F IlINg S TaTuS : New	—	S	02/20/2020	03/03/2020	$1,001 - $15,000	1.00	YUM0.95	SellSell	Self	Feb 20, 2020	$1,001 - $15,000mid $8K	Stock	modelled