Official filing metadata
- Filer (as printed)
- Hon. Charles J. "Chuck" Fleischmann
- Office (as printed)
- TN03
- Chamber
- House
- Filing type
- ptr
- Filing date
- Mar 3, 2021
- Filing year
- 2021
- Document format
- pdf_image
Processing (ours)
- Status
- Parsed
- Rows parsed
- 20
- Parser version
- ocr_grid_v1
- Fetched
- Sep 9, 2026
- Parsed
- Sep 14, 2026
- Internal id
- 2045
REVIEW OCR 4p, rotation [90]: 20 rows from 4 data pages
Reading this page
This filing is a scanned image. The left half of each row below is our OCR reading of it: text read from the page and the box marked in each column. Each row carries a confidence and, where the reading may be wrong, the reason. Check the official document before relying on a row. The right half is our normalized interpretation.
When the two disagree, the official document wins. Rows flagged for review are kept, never discarded, and the raw text is never edited.
Rows · 20
Left: OCR reading of the scan · Right: normalized
| Read from the scan by OCR · check the document | Normalized · our interpretation | ||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| # | Owner | Asset | Ticker | Type | Tx date | Notified | Amount | Conf. | Ticker | Type | Owner | Tx date | Amount | Class | Flags |
| 1 | JT | INVESCO ACTIVELY MANAGED EX (PDBC) | — | P | 01/21/2021 | 02/01/2021 | $1,001 - $15,000 | 0.99 | PDBC0.95 | BuyBuy | Joint | Jan 21, 2021 | $1,001 - $15,000mid $8K | Stock | Reviewmodelled |
| 2 | JT | ISHARES GOLD TR ISHARES (IAU) | — | S | 01/21/2021 | 02/01/2021 | $1,001 - $15,000 | 0.99 | IAU0.98 | SellSell | Joint | Jan 21, 2021 | $1,001 - $15,000mid $8K | Etf | modelled |
| 3 | JT | ISHARES TR IBOXX USDINVT GRADE(LQD) | — | S | 01/21/2021 | 02/01/2021 | $1,001 - $15,000 | 0.99 | LQD0.98 | SellSell | Joint | Jan 21, 2021 | $1,001 - $15,000mid $8K | Etf | modelled |
| 4 | JT | ISHARES TR MBS ETF (MBB) OCR: date uncertain | — | P | 01/02/2021 | 02/01/2021 | $1,001 - $15,000 | 0.60 | MBB0.98 | BuyBuy | Joint | Jan 2, 2021 | $1,001 - $15,000mid $8K | Etf | Reviewmodelled |
| 5 | JT | ISHARES TR IBONDS DEC 2023 TER (IBDO) | — | S | 01/21/2021 | 02/01/2021 | $1,001 - $15,000 | 0.99 | IBDO0.98 | SellSell | Joint | Jan 21, 2021 | $1,001 - $15,000mid $8K | Etf | modelled |
| 6 | JT | ISHARES IBONDS DEC 2022 TERM T (IBTB) | — | P | 01/21/2021 | 02/01/2021 | $1,001 - $15,000 | 0.99 | IBTB0.98 | BuyBuy | Joint | Jan 21, 2021 | $1,001 - $15,000mid $8K | Etf | modelled |
| 7 | JT | ISHARES IBONDS DEC 2029 TERM T (IBTJ) | — | S | 01/21/2021 | 02/01/2021 | $1,001 - $15,000 | 0.99 | IBTJ0.98 | SellSell | Joint | Jan 21, 2021 | $1,001 - $15,000mid $8K | Etf | modelled |
| 8 | JT | ISHARES IBONDS DEC 2028 TERM T (IBTI) | — | S | 01/21/2021 | 02/01/2021 | $1,001 - $15,000 | 0.99 | IBTI0.98 | SellSell | Joint | Jan 21, 2021 | $1,001 - $15,000mid $8K | Etf | modelled |
| 9 | JT | ISHARES IBONDS DEC 2027 TERM T (IBTH) | — | S | 01/21/2021 | 02/01/2021 | $1,001 - $15,000 | 0.99 | IBTH0.98 | SellSell | Joint | Jan 21, 2021 | $1,001 - $15,000mid $8K | Etf | modelled |
| 10 | JT | ISHARES IBONDS DEC 2026 TERM T (IBTG) | — | S | 01/21/2021 | 02/01/2021 | $1,001 - $15,000 | 0.99 | IBTG0.98 | SellSell | Joint | Jan 21, 2021 | $1,001 - $15,000mid $8K | Etf | modelled |
| 11 | JT | ISHARES IBONDS DEC 2023 TERM T (IBTD) | — | P | 01/21/2021 | 02/01/2021 | $1,001 - $15,000 | 0.99 | IBTD0.98 | BuyBuy | Joint | Jan 21, 2021 | $1,001 - $15,000mid $8K | Etf | modelled |
| 12 | JT | SPDr iNDEX SHS FDs SPdr PoRT (SPDW) | — | P | 01/21/2021 | 02/01/2021 | $15,001 - $50,000 | 0.99 | SPDW0.95 | BuyBuy | Joint | Jan 21, 2021 | $15,001 - $50,000mid $32.5K | Etf | Reviewmodelled |
| 13 | JT | SPdr sEr Tr s&P 60O SMAlL cAP (SLyv) | — | P | — | 02/01/2021 | $1,001 - $15,000 | 0.99 | —0.00 | BuyBuy | Joint | — | $1,001 - $15,000mid $8K | Etf | Reviewnot modelled |
| 14 | JT | Spdr ser Tr s&p 50O growh E (spy) | — | S | 01/21/2021 | 02/01/2021 | $1,001 - $15,000 | 0.99 | —0.00 | SellSell | Joint | Jan 21, 2021 | $1,001 - $15,000mid $8K | Etf | not modelled |
| 15 | JT | SPDR PORTFOLIO S&P 500 VALUE (SPYV) | — | S | 01/21/2021 | 02/01/2021 | $1,001 - $15,000 | 0.99 | SPYV0.98 | SellSell | Joint | Jan 21, 2021 | $1,001 - $15,000mid $8K | Etf | modelled |
| 16 | JT | Spdr Ser Tr portFolIg Iinter te (sptI) | — | S | 01/21/2021 | 02/01/2021 | $1,001 - $15,000 | 0.99 | —0.00 | SellSell | Joint | Jan 21, 2021 | $1,001 - $15,000mid $8K | Etf | not modelled |
| 17 | JT | SPDR SER TR S&P 400 MID CAP G (MDYG) | — | S | 01/21/2021 | 02/01/2021 | $1,001 - $15,000 | 0.99 | MDYG0.98 | SellSell | Joint | Jan 21, 2021 | $1,001 - $15,000mid $8K | Etf | modelled |
| 18 | JT | SPDR SER TR S&P 400 MID CAP VA (MDYV) | — | S | 01/21/2021 | 02/01/2021 | $1,001 - $15,000 | 0.99 | MDYV0.98 | SellSell | Joint | Jan 21, 2021 | $1,001 - $15,000mid $8K | Etf | modelled |
| 19 | JT | SELECT SECTOR SPDR TR CONSUM (XLY) | — | S | 01/21/2021 | 02/01/2021 | $1,001 - $15,000 | 0.99 | XLY0.98 | SellSell | Joint | Jan 21, 2021 | $1,001 - $15,000mid $8K | Etf | modelled |
| 20 | JT | SELECT SECTOR SPDR TR FINANCIA (XLF) | — | P | 01/21/2021 | 02/01/2021 | $1,001 - $15,000 | 0.99 | XLF0.98 | BuyBuy | Joint | Jan 21, 2021 | $1,001 - $15,000mid $8K | Etf | modelled |