Official filing metadata
- Filer (as printed)
- Hon. David Trone
- Office (as printed)
- MD06
- Chamber
- House
- Filing type
- ptr
- Filing date
- Aug 13, 2020
- Filing year
- 2020
- Document format
Processing (ours)
- Status
- Parsed
- Rows parsed
- 13
- Parser version
- house_pdf_v1
- Fetched
- Sep 9, 2026
- Parsed
- Sep 9, 2026
- Internal id
- 1846
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 · 13
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 | SP | Apple Inc. (AAPL) [ST] other: F ILINg S TATUS : New S UbHOLDINg O F : Insurance Trust 1 | AAPL | S (partial) | 03/04/2020 | 03/04/2020 | $1,001 - $15,000 | 1.00 | AAPL0.98 | PartialPartial sale | Spouse | Mar 4, 2020 | $1,001 - $15,000mid $8K | Stock | modelled |
| 2 | JT | bANK OF AMERICA CORP VARIAbLE RATE NOTE [OT] other: F ILINg S TATUS : New S UbHOLDINg O F : JP Morgan Investment Account L OCATION : US D ESCRIPTION : Fixed Income | — | S | 03/19/2019 | 03/19/2019 | $100,001 - $250,000 | 1.00 | —0.90 | SellSell | Joint | Mar 19, 2019 | $100,001 - $250,000mid $175K | Other | Reviewnot modelled |
| 3 | JT | bARC CbEN SPX [OT] other: F ILINg S TATUS : New S UbHOLDINg O F : JP Morgan Investment Account L OCATION : US D ESCRIPTION : Structured Note 4/3/19 | — | S | 04/03/2019 | 04/03/2019 | $250,001 - $500,000 | 1.00 | —0.00 | SellSell | Joint | Apr 3, 2019 | $250,001 - $500,000mid $375K | Other | not modelled |
| 4 | JT | Db DD CbEN SX5E [OT] other: F ILINg S TATUS : New S UbHOLDINg O F : JP Morgan Investment Account L OCATION : US D ESCRIPTION : Structured Note 5/15/2019 | — | S | 05/15/2019 | 05/15/2019 | $100,001 - $250,000 | 1.00 | —0.00 | SellSell | Joint | May 15, 2019 | $100,001 - $250,000mid $175K | Other | not modelled |
| 5 | JT | DISCOVER FINANCIAL [OT] other: F ILINg S TATUS : New S UbHOLDINg O F : JP Morgan Investment Account L OCATION : US D ESCRIPTION : Fixed Income | — | S | 01/25/2019 | 01/25/2019 | $50,001 - $100,000 | 1.00 | —0.00 | SellSell | Joint | Jan 25, 2019 | $50,001 - $100,000mid $75K | Other | not modelled |
| 6 | JT | gOLDMAN SACHS gROUP INC VARIAbLE RATE NOTE [OT] other: F ILINg S TATUS : New S UbHOLDINg O F : JP Morgan Investment Account L OCATION : US D ESCRIPTION : Fixed Income | — | S | 01/25/2019 | 01/25/2019 | $50,001 - $100,000 | 1.00 | —0.00 | SellSell | Joint | Jan 25, 2019 | $50,001 - $100,000mid $75K | Other | not modelled |
| 7 | JT | gS MARKET PLUS SPX [OT] other: F ILINg S TATUS : New S UbHOLDINg O F : JP Morgan Investment Account L OCATION : US D ESCRIPTION : Structured Note 12/26/19 | — | S | 12/26/2019 | 12/26/2019 | $250,001 - $500,000 | 1.00 | —0.00 | SellSell | Joint | Dec 26, 2019 | $250,001 - $500,000mid $375K | Other | not modelled |
| 8 | JT | JPM DD CbEN SX5E 10/30/19 [OT] other: F ILINg S TATUS : New S UbHOLDINg O F : JP Morgan Investment Account L OCATION : US D ESCRIPTION : Structured Note 10/30/2019 | — | S | 10/30/2019 | 10/30/2019 | $100,001 - $250,000 | 1.00 | —0.00 | SellSell | Joint | Oct 30, 2019 | $100,001 - $250,000mid $175K | Other | not modelled |
| 9 | SP | Kontoor brands, Inc. (KTb) [ST] other: F ILINg S TATUS : New S UbHOLDINg O F : Insurance Trust 1 | — | S (partial) | 03/04/2020 | 03/04/2020 | $1,001 - $15,000 | 1.00 | KTB0.95 | PartialPartial sale | Spouse | Mar 4, 2020 | $1,001 - $15,000mid $8K | Stock | modelled |
| 10 | JT | Morgan Stanley (MS) [ST] other: F ILINg S TATUS : New S UbHOLDINg O F : JP Morgan Investment Account | MS | P | 03/19/2020 | 03/19/2020 | $50,001 - $100,000 | 1.00 | MS0.98 | BuyBuy | Joint | Mar 19, 2020 | $50,001 - $100,000mid $75K | Stock | modelled |
| 11 | JT | Morgan Stanley Variable Rate Note [OT] other: F ILINg S TATUS : New S UbHOLDINg O F : JP Morgan Investment Account L OCATION : US D ESCRIPTION : Fixed Income | — | S | 03/19/2020 | 03/19/2020 | $100,001 - $250,000 | 1.00 | —0.00 | SellSell | Joint | Mar 19, 2020 | $100,001 - $250,000mid $175K | Other | not modelled |
| 12 | SP | V.F. Corporation (VFC) [ST] other: F ILINg S TATUS : New S UbHOLDINg O F : Insurance Trust 1 | VFC | S | 10/03/2019 | 10/03/2019 | $15,001 - $50,000 | 1.00 | VFC0.98 | SellSell | Spouse | Oct 3, 2019 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 13 | JT | VOYA FINL INC [OT] other: F ILINg S TATUS : New S UbHOLDINg O F : JP Morgan Investment Account L OCATION : US D ESCRIPTION : Fixed Income | — | S | 11/04/2019 | 11/04/2019 | $100,001 - $250,000 | 1.00 | —0.00 | SellSell | Joint | Nov 4, 2019 | $100,001 - $250,000mid $175K | Other | not modelled |