Official filing metadata
- Filer (as printed)
- Hon. Lois Frankel
- Office (as printed)
- FL21
- Chamber
- House
- Filing type
- ptr
- Filing date
- Sep 28, 2021
- Filing year
- 2021
- Document format
Processing (ours)
- Status
- Parsed
- Rows parsed
- 11
- Parser version
- house_pdf_v1
- Fetched
- Sep 9, 2026
- Parsed
- Sep 9, 2026
- Internal id
- 2073
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 · 11
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 | — | Dominion Energy, Inc. (D) [ST] other: F ILING S TATuS : New S ubHOLDING O F : Morgan Stanley IRA - X141 | D | P | 09/10/2021 | 09/22/2021 | $1,001 - $15,000 | 1.00 | D0.98 | BuyBuy | Self | Sep 10, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 2 | — | Dominion Energy, Inc. (D) [ST] other: F ILING S TATuS : New S ubHOLDING O F : Morgan Stanley IRA - X141 | D | P | 09/09/2021 | 09/22/2021 | $1,001 - $15,000 | 1.00 | D0.98 | BuyBuy | Self | Sep 9, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 3 | — | Fiserv, Inc. (FISV) [ST] other: F ILING S TATuS : New S ubHOLDING O F : Morgan Stanley IRA - X141 | FISV | S | 09/16/2021 | 09/22/2021 | $1,001 - $15,000 | 1.00 | FISV0.98 | SellSell | Self | Sep 16, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 4 | — | Fiserv, Inc. (FISV) [ST] other: F ILING S TATuS : New S ubHOLDING O F : Morgan Stanley IRA - X141 | FISV | S (partial) | 09/15/2021 | 09/22/2021 | $1,001 - $15,000 | 1.00 | FISV0.98 | PartialPartial sale | Self | Sep 15, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 5 | — | Progressive Corporation (PGR) [ST] other: F ILING S TATuS : New S ubHOLDING O F : Morgan Stanley IRA - X141 | PGR | P | 09/02/2021 | 09/22/2021 | $1,001 - $15,000 | 1.00 | PGR0.98 | BuyBuy | Self | Sep 2, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 6 | — | Progressive Corporation (PGR) [ST] other: F ILING S TATuS : New S ubHOLDING O F : Morgan Stanley IRA - X141 | PGR | P | 09/01/2021 | 09/22/2021 | $1,001 - $15,000 | 1.00 | PGR0.98 | BuyBuy | Self | Sep 1, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 7 | — | 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) | 09/01/2021 | 09/22/2021 | $1,001 - $15,000 | 1.00 | —0.90 | PartialPartial sale | Self | Sep 1, 2021 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 8 | — | Roche Holdings AG basel American Depositary Shares (RHHbY) [ST] other: F ILING S TATuS : New S ubHOLDING O F : Morgan Stanley IRA - X141 | — | S | 09/10/2021 | 09/22/2021 | $1,001 - $15,000 | 1.00 | —0.90 | SellSell | Self | Sep 10, 2021 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 9 | — | Stanley black & Decker, Inc. (SWK) [ST] other: F ILING S TATuS : New S ubHOLDING O F : Morgan Stanley IRA - X141 | SWK | P | 09/15/2021 | 09/22/2021 | $1,001 - $15,000 | 1.00 | SWK0.98 | BuyBuy | Self | Sep 15, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 10 | — | Stanley black & Decker, Inc. (SWK) [ST] other: F ILING S TATuS : New S ubHOLDING O F : Morgan Stanley IRA - X141 | SWK | P | 09/16/2021 | 09/22/2021 | $1,001 - $15,000 | 1.00 | SWK0.98 | BuyBuy | Self | Sep 16, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 11 | — | union Pacific Corporation (uNP) [ST] other: F ILING S TATuS : New S ubHOLDING O F : Morgan Stanley IRA - X141 | — | P | 09/01/2021 | 09/22/2021 | $1,001 - $15,000 | 1.00 | UNP0.95 | BuyBuy | Self | Sep 1, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |