Official filing metadata
- Filer (as printed)
- Hon. Lois Frankel
- Office (as printed)
- FL21
- Chamber
- House
- Filing type
- ptr
- Filing date
- Aug 3, 2021
- Filing year
- 2021
- Document format
Processing (ours)
- Status
- Parsed
- Rows parsed
- 9
- Parser version
- house_pdf_v1
- Fetched
- Sep 9, 2026
- Parsed
- Sep 9, 2026
- Internal id
- 2071
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 · 9
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 | — | CDK Global, Inc. (CDK) [ST] other: F ILING S TATuS : New S ubHOLDING O F : Morgan Stanley IRA - X142 | CDK | S | 06/30/2021 | 06/30/2021 | $1,001 - $15,000 | 1.00 | —0.60 | SellSell | Self | Jun 30, 2021 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 2 | — | Clorox Company (CLX) [ST] other: F ILING S TATuS : New S ubHOLDING O F : Morgan Stanley IRA - X142 | CLX | P | 06/26/2021 | 06/26/2021 | $1,001 - $15,000 | 1.00 | CLX0.98 | BuyBuy | Self | Jun 26, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 3 | — | Duke Energy Corporation (DuK) [ST] other: F ILING S TATuS : New S ubHOLDING O F : Morgan Stanley IRA - X141 | — | P | 06/30/2021 | 06/30/2021 | $1,001 - $15,000 | 1.00 | DUK0.95 | BuyBuy | Self | Jun 30, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 4 | — | DuPont de Nemours, Inc. (DD) [ST] other: F ILING S TATuS : New S ubHOLDING O F : Morgan Stanley IRA - X141 | DD | P | 07/14/2021 | 07/14/2021 | $1,001 - $15,000 | 1.00 | DD0.98 | BuyBuy | Self | Jul 14, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 5 | — | Fiserv, Inc. (FISV) [ST] other: F ILING S TATuS : New S ubHOLDING O F : Morgan Stanley IRA - X141 | FISV | S (partial) | 07/14/2021 | 07/14/2021 | $1,001 - $15,000 | 1.00 | FISV0.98 | PartialPartial sale | Self | Jul 14, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 6 | — | Roche Holdings AG basel American Depositary Shares (RHHbY) [ST] other: F ILING S TATuS : New S ubHOLDING O F : Morgan Stanley IRA - X141 | — | S (partial) | 06/30/2021 | 06/30/2021 | $1,001 - $15,000 | 1.00 | —0.90 | PartialPartial sale | Self | Jun 30, 2021 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 7 | — | Royal Gold, Inc. (RGLD) [ST] other: F ILING S TATuS : New S ubHOLDING O F : Morgan Stanley IRA - X142 | RGLD | P | 07/02/2021 | 07/02/2021 | $1,001 - $15,000 | 1.00 | RGLD0.98 | BuyBuy | Self | Jul 2, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 8 | — | Royal Gold, Inc. (RGLD) [ST] other: F ILING S TATuS : New S ubHOLDING O F : Morgan Stanley IRA - X142 | RGLD | P | 07/01/2021 | 07/01/2021 | $1,001 - $15,000 | 1.00 | RGLD0.98 | BuyBuy | Self | Jul 1, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 9 | — | Royal Gold, Inc. (RGLD) [ST] other: F ILING S TATuS : New S ubHOLDING O F : Morgan Stanley IRA - X142 | RGLD | P | 06/30/2021 | 06/30/2021 | $1,001 - $15,000 | 1.00 | RGLD0.98 | BuyBuy | Self | Jun 30, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |