Official filing metadata
- Filer (as printed)
- Hon. K. Michael Conaway
- Office (as printed)
- TX11
- Chamber
- House
- Filing type
- ptr
- Filing date
- Jan 22, 2021
- Filing year
- 2021
- Document format
Processing (ours)
- Status
- Parsed
- Rows parsed
- 13
- Parser version
- house_pdf_v1
- Fetched
- Sep 9, 2026
- Parsed
- Sep 9, 2026
- Internal id
- 1980
row 5: 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 · 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 | — | AMCAP Fund [OT] other: F ILINg S TATUS : New S UbHOLDINg O F : JT E57 (Edward Jones) L OCATION : US D ESCRIPTION : AMCAP Fund | — | P | 12/17/2020 | 12/21/2020 | $50,001 - $100,000 | 1.00 | —0.00 | BuyBuy | Self | Dec 17, 2020 | $50,001 - $100,000mid $75K | Other | not modelled |
| 2 | — | American balanced Fund [OT] other: F ILINg S TATUS : New S UbHOLDINg O F : JT E57 (Edward Jones) L OCATION : US D ESCRIPTION : American balanced Fund | — | P | 12/17/2020 | 12/21/2020 | $50,001 - $100,000 | 1.00 | —0.00 | BuyBuy | Self | Dec 17, 2020 | $50,001 - $100,000mid $75K | Other | not modelled |
| 3 | — | American Mutual Fund [OT] other: F ILINg S TATUS : New S UbHOLDINg O F : JT E57 (Edward Jones) L OCATION : US D ESCRIPTION : American Mutual Fund | — | P | 12/17/2020 | 12/21/2020 | $50,001 - $100,000 | 1.00 | —0.00 | BuyBuy | Self | Dec 17, 2020 | $50,001 - $100,000mid $75K | Other | not modelled |
| 4 | — | American New Economy Fund [OT] other: F ILINg S TATUS : New S UbHOLDINg O F : JT E57 (Edward Jones) L OCATION : US D ESCRIPTION : American New Economy Fund | — | P | 12/21/2020 | 12/24/2020 | $50,001 - $100,000 | 1.00 | —0.00 | BuyBuy | Self | Dec 21, 2020 | $50,001 - $100,000mid $75K | Other | not modelled |
| 5 | — | American Small Cap World Fund [OT] other: F ILINg S TATUS : New S UbHOLDINg O F : JT E57 (Edward Jones) L OCATION : US D ESCRIPTION : American Small Cap World Fund | — | P | 12/21/2020 | 12/24/2020 | $15,001 - $50,000 | 0.70 | —0.81 | BuyBuy | Self | Dec 21, 2020 | $15,001 - $50,000mid $32.5K | Other | Reviewnot modelled |
| 6 | — | Capital World growth & Income Fund [OT] other: F ILINg S TATUS : New S UbHOLDINg O F : JT E57 (Edward Jones) L OCATION : US D ESCRIPTION : Capital World growth & Income Fund | — | P | 12/17/2020 | 12/21/2020 | $50,001 - $100,000 | 1.00 | —0.00 | BuyBuy | Self | Dec 17, 2020 | $50,001 - $100,000mid $75K | Other | not modelled |
| 7 | — | First Trust DJ Internet Index Fund (FDN) [ST] other: F ILINg S TATUS : New S UbHOLDINg O F : WF 10 (Wells Fargo Financial) | FDN | P | 12/10/2020 | 12/14/2020 | $15,001 - $50,000 | 1.00 | FDN0.98 | BuyBuy | Self | Dec 10, 2020 | $15,001 - $50,000mid $32.5K | Etf | modelled |
| 8 | — | Fundamental Investors CL A [OT] other: F ILINg S TATUS : New S UbHOLDINg O F : JT E57 (Edward Jones) L OCATION : US D ESCRIPTION : Fundamental Investors CL A | — | P | 12/16/2020 | 12/18/2020 | $50,001 - $100,000 | 1.00 | —0.00 | BuyBuy | Self | Dec 16, 2020 | $50,001 - $100,000mid $75K | Other | not modelled |
| 9 | — | goldman Sachs Activebeta U.S. Large Cap Equity ETF (gSLC) [ST] other: F ILINg S TATUS : New S UbHOLDINg O F : WF 10 (Wells Fargo Financial) | — | P | 12/10/2020 | 12/14/2020 | $15,001 - $50,000 | 1.00 | —0.00 | BuyBuy | Self | Dec 10, 2020 | $15,001 - $50,000mid $32.5K | Etf | not modelled |
| 10 | — | Investment Company of America [OT] other: F ILINg S TATUS : New S UbHOLDINg O F : JT E57 (Edward Jones) L OCATION : US D ESCRIPTION : Investment Company of America | — | P | 12/18/2020 | 12/22/2020 | $50,001 - $100,000 | 1.00 | —0.00 | BuyBuy | Self | Dec 18, 2020 | $50,001 - $100,000mid $75K | Other | not modelled |
| 11 | — | iShares Core Dividend growth ETF (DgRO) [ST] other: F ILINg S TATUS : New S UbHOLDINg O F : JT E57 (Edward Jones) | — | P | 12/17/2020 | 12/21/2020 | $50,001 - $100,000 | 1.00 | DGRO0.95 | BuyBuy | Self | Dec 17, 2020 | $50,001 - $100,000mid $75K | Etf | modelled |
| 12 | — | Vanguard Div Appreciation ETF (VIg) [ST] other: F ILINg S TATUS : New S UbHOLDINg O F : WF 10 (Wells Fargo Financial) | — | P | 12/10/2020 | 12/14/2020 | $50,001 - $100,000 | 1.00 | —0.00 | BuyBuy | Self | Dec 10, 2020 | $50,001 - $100,000mid $75K | Etf | not modelled |
| 13 | — | Washington Mutual Inv FD [OT] other: F ILINg S TATUS : New S UbHOLDINg O F : JT E57 (Edward Jones) L OCATION : US D ESCRIPTION : Washington Mutual Inv FD | — | P | 12/18/2020 | 12/22/2020 | $50,001 - $100,000 | 1.00 | —0.00 | BuyBuy | Self | Dec 18, 2020 | $50,001 - $100,000mid $75K | Other | not modelled |