Official filing metadata
- Filer (as printed)
- Hon. Lois Frankel
- Office (as printed)
- FL21
- Chamber
- House
- Filing type
- ptr
- Filing date
- Mar 26, 2021
- Filing year
- 2021
- Document format
Processing (ours)
- Status
- Parsed
- Rows parsed
- 21
- Parser version
- house_pdf_v1
- Fetched
- Sep 9, 2026
- Parsed
- Sep 9, 2026
- Internal id
- 2067
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 · 21
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 | — | Alliant Energy Corporation (LNT) [ST] other: F ILING S TATuS : New S ubHOLDING O F : Morgan Stanley IRA - X142 | LNT | P | 03/15/2021 | 03/15/2021 | $1,001 - $15,000 | 1.00 | LNT0.98 | BuyBuy | Self | Mar 15, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 2 | — | American Express Company (AXP) [ST] other: F ILING S TATuS : New S ubHOLDING O F : Morgan Stanley IRA - X141 | AXP | S | 02/24/2021 | 02/24/2021 | $1,001 - $15,000 | 1.00 | AXP0.98 | SellSell | Self | Feb 24, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 3 | — | American Express Company (AXP) [ST] other: F ILING S TATuS : New S ubHOLDING O F : Morgan Stanley IRA - X141 | AXP | S (partial) | 02/17/2021 | 02/17/2021 | $1,001 - $15,000 | 1.00 | AXP0.98 | PartialPartial sale | Self | Feb 17, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 4 | — | bank of Hawaii Corporation (bOH) [ST] other: F ILING S TATuS : New S ubHOLDING O F : Morgan Stanley IRA - X142 | — | P | 03/15/2021 | 03/15/2021 | $1,001 - $15,000 | 1.00 | BOH0.95 | BuyBuy | Self | Mar 15, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 5 | — | booz Allen Hamilton Holding Corporation (bAH) [ST] other: F ILING S TATuS : New S ubHOLDING O F : Morgan Stanley IRA - X142 | — | S (partial) | 02/18/2021 | 02/18/2021 | $1,001 - $15,000 | 1.00 | BAH0.95 | PartialPartial sale | Self | Feb 18, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 6 | — | Cboe Global Markets, Inc. (CbOE) [ST] other: F ILING S TATuS : New S ubHOLDING O F : Morgan Stanley IRA - X142 | — | P | 02/18/2021 | 02/18/2021 | $1,001 - $15,000 | 1.00 | CBOE0.95 | BuyBuy | Self | Feb 18, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 7 | — | Cboe Global Markets, Inc. (CbOE) [ST] other: F ILING S TATuS : New S ubHOLDING O F : Morgan Stanley IRA - X142 | — | P | 02/19/2021 | 02/19/2021 | $1,001 - $15,000 | 1.00 | CBOE0.95 | BuyBuy | Self | Feb 19, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 8 | — | Cboe Global Markets, Inc. (CbOE) [ST] other: F ILING S TATuS : New S ubHOLDING O F : Morgan Stanley IRA - X142 | — | P | 03/01/2021 | 03/01/2021 | $1,001 - $15,000 | 1.00 | CBOE0.95 | BuyBuy | Self | Mar 1, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 9 | — | EPAM Systems, Inc. (EPAM) [ST] other: F ILING S TATuS : New S ubHOLDING O F : Morgan Stanley IRA - X142 | EPAM | S (partial) | 02/18/2021 | 02/18/2021 | $1,001 - $15,000 | 1.00 | EPAM0.98 | PartialPartial sale | Self | Feb 18, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 10 | — | Equifax, Inc. (EFX) [ST] other: F ILING S TATuS : New S ubHOLDING O F : Morgan Stanley IRA - X142 | EFX | S | 02/25/2021 | 02/25/2021 | $1,001 - $15,000 | 1.00 | EFX0.98 | SellSell | Self | Feb 25, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 11 | — | Genuine Parts Company (GPC) [ST] other: F ILING S TATuS : New S ubHOLDING O F : Morgan Stanley IRA - X142 | GPC | S | 02/19/2021 | 02/19/2021 | $1,001 - $15,000 | 1.00 | GPC0.98 | SellSell | Self | Feb 19, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 12 | — | Genuine Parts Company (GPC) [ST] other: F ILING S TATuS : New S ubHOLDING O F : Morgan Stanley IRA - X142 | GPC | S (partial) | 02/18/2021 | 02/18/2021 | $1,001 - $15,000 | 1.00 | GPC0.98 | PartialPartial sale | Self | Feb 18, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 13 | — | Hess Corporation (HES) [ST] other: F ILING S TATuS : New S ubHOLDING O F : Morgan Stanley IRA - X142 | HES | S (partial) | 03/15/2021 | 03/15/2021 | $1,001 - $15,000 | 1.00 | —0.60 | PartialPartial sale | Self | Mar 15, 2021 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 14 | — | Hexcel Corporation (HXL) [ST] other: F ILING S TATuS : New S ubHOLDING O F : Morgan Stanley IRA - X142 | HXL | P | 02/25/2021 | 02/25/2021 | $1,001 - $15,000 | 1.00 | HXL0.98 | BuyBuy | Self | Feb 25, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 15 | — | Hudson Pacific Properties, Inc. (HPP) [ST] other: F ILING S TATuS : New S ubHOLDING O F : Morgan Stanley IRA - X142 | HPP | P | 02/25/2021 | 02/25/2021 | $1,001 - $15,000 | 1.00 | HPP0.98 | BuyBuy | Self | Feb 25, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 16 | — | Morgan Stanley (MS) [ST] other: F ILING S TATuS : New S ubHOLDING O F : Morgan Stanley IRA - X141 | MS | P | 02/17/2021 | 02/17/2021 | $1,001 - $15,000 | 1.00 | MS0.98 | BuyBuy | Self | Feb 17, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 17 | — | Morgan Stanley (MS) [ST] other: F ILING S TATuS : New S ubHOLDING O F : Morgan Stanley IRA - X141 | MS | P | 03/24/2021 | 03/24/2021 | $1,001 - $15,000 | 1.00 | MS0.98 | BuyBuy | Self | Mar 24, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 18 | — | Progressive Corporation (PGR) [ST] other: F ILING S TATuS : New S ubHOLDING O F : Morgan Stanley IRA - X141 | PGR | P | 03/10/2021 | 03/10/2021 | $1,001 - $15,000 | 1.00 | PGR0.98 | BuyBuy | Self | Mar 10, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 19 | — | The Travelers Companies, Inc. (TRV) [ST] other: F ILING S TATuS : New S ubHOLDING O F : Morgan Stanley IRA - X141 | TRV | S (partial) | 03/10/2021 | 03/10/2021 | $1,001 - $15,000 | 1.00 | TRV0.98 | PartialPartial sale | Self | Mar 10, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 20 | — | The Travelers Companies, Inc. (TRV) [ST] other: F ILING S TATuS : New S ubHOLDING O F : Morgan Stanley IRA - X141 | TRV | S (partial) | 03/11/2021 | 03/11/2021 | $1,001 - $15,000 | 1.00 | TRV0.98 | PartialPartial sale | Self | Mar 11, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 21 | — | Xcel Energy Inc. (XEL) [ST] other: F ILING S TATuS : New S ubHOLDING O F : Morgan Stanley IRA - X142 | XEL | P | 03/15/2021 | 03/15/2021 | $1,001 - $15,000 | 1.00 | XEL0.98 | BuyBuy | Self | Mar 15, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |