Official filing metadata
- Filer (as printed)
- Hon. Lois Frankel
- Office (as printed)
- FL21
- Chamber
- House
- Filing type
- ptr
- Filing date
- Nov 1, 2021
- Filing year
- 2021
- Document format
Processing (ours)
- Status
- Parsed
- Rows parsed
- 17
- Parser version
- house_pdf_v1
- Fetched
- Sep 9, 2026
- Parsed
- Sep 9, 2026
- Internal id
- 2074
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 · 17
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 | — | Aon plc Class A Ordinary Shares (AON) [ST] other: F ILING S TATuS : New S ubHOLDING O F : Morgan Stanley IRA - X141 | AON | S (partial) | 10/06/2021 | 10/28/2021 | $1,001 - $15,000 | 1.00 | AON0.98 | PartialPartial sale | Self | Oct 6, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 2 | — | CarGurus, Inc. - Class A (CARG) [ST] other: F ILING S TATuS : New S ubHOLDING O F : Morgan Stanley IRA - X142 | CARG | P | 09/27/2021 | 10/28/2021 | $1,001 - $15,000 | 1.00 | CARG0.98 | BuyBuy | Self | Sep 27, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 3 | — | Host Hotels (HST) [ST] other: F ILING S TATuS : New S ubHOLDING O F : Morgan Stanley IRA - X142 | HST | S | 09/27/2021 | 10/28/2021 | $1,001 - $15,000 | 1.00 | HST0.98 | SellSell | Self | Sep 27, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 4 | — | Host Hotels (HST) [ST] other: F ILING S TATuS : New S ubHOLDING O F : Morgan Stanley IRA - X142 | HST | S (partial) | 09/24/2021 | 10/28/2021 | $1,001 - $15,000 | 1.00 | HST0.98 | PartialPartial sale | Self | Sep 24, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 5 | — | KKR & Co. Inc. (KKR) [ST] other: F ILING S TATuS : New S ubHOLDING O F : Morgan Stanley IRA - X141 | KKR | P | 09/30/2021 | 10/28/2021 | $1,001 - $15,000 | 1.00 | KKR0.98 | BuyBuy | Self | Sep 30, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 6 | — | KKR & Co. Inc. (KKR) [ST] other: F ILING S TATuS : New S ubHOLDING O F : Morgan Stanley IRA - X141 | KKR | P | 10/06/2021 | 10/28/2021 | $1,001 - $15,000 | 1.00 | KKR0.98 | BuyBuy | Self | Oct 6, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 7 | — | Markel Corporation (MKL) [ST] other: F ILING S TATuS : New S ubHOLDING O F : Morgan Stanley IRA - X142 | MKL | P | 09/28/2021 | 10/28/2021 | $1,001 - $15,000 | 1.00 | MKL0.98 | BuyBuy | Self | Sep 28, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 8 | — | Marriott International - Class A (MAR) [ST] other: F ILING S TATuS : New S ubHOLDING O F : Morgan Stanley IRA - X141 | MAR | P | 09/23/2021 | 10/28/2021 | $1,001 - $15,000 | 1.00 | MAR0.98 | BuyBuy | Self | Sep 23, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 9 | — | Marriott International - Class A (MAR) [ST] other: F ILING S TATuS : New S ubHOLDING O F : Morgan Stanley IRA - X141 | MAR | P | 09/24/2021 | 10/28/2021 | $1,001 - $15,000 | 1.00 | MAR0.98 | BuyBuy | Self | Sep 24, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 10 | — | Ollie's bargain Outlet Holdings, Inc. (OLLI) [ST] other: F ILING S TATuS : New S ubHOLDING O F : Morgan Stanley IRA - X142 | OLLI | P | 09/28/2021 | 10/28/2021 | $1,001 - $15,000 | 1.00 | OLLI0.98 | BuyBuy | Self | Sep 28, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 11 | — | PNC Financial Services Group, Inc. (PNC) [ST] other: F ILING S TATuS : New S ubHOLDING O F : Morgan Stanley IRA - X141 | PNC | S (partial) | 09/29/2021 | 10/28/2021 | $1,001 - $15,000 | 1.00 | PNC0.98 | PartialPartial sale | Self | Sep 29, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 12 | — | Trane Technologies plc (TT) [ST] other: F ILING S TATuS : New S ubHOLDING O F : Morgan Stanley IRA - X141 | TT | S (partial) | 09/24/2021 | 10/28/2021 | $1,001 - $15,000 | 1.00 | TT0.98 | PartialPartial sale | Self | Sep 24, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 13 | — | Trane Technologies plc (TT) [ST] other: F ILING S TATuS : New S ubHOLDING O F : Morgan Stanley IRA - X141 | TT | S (partial) | 09/23/2021 | 10/28/2021 | $1,001 - $15,000 | 1.00 | TT0.98 | PartialPartial sale | Self | Sep 23, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 14 | — | Willis Towers Watson Public Limited Company - Ordinary Shares (WLTW) [ST] other: F ILING S TATuS : New S ubHOLDING O F : Morgan Stanley IRA - X142 | WLTW | P | 09/23/2021 | 10/28/2021 | $1,001 - $15,000 | 1.00 | —0.90 | BuyBuy | Self | Sep 23, 2021 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 15 | — | Willis Towers Watson Public Limited Company - Ordinary Shares (WLTW) [ST] other: F ILING S TATuS : New S ubHOLDING O F : Morgan Stanley IRA - X142 | WLTW | P | 09/22/2021 | 10/28/2021 | $1,001 - $15,000 | 1.00 | —0.90 | BuyBuy | Self | Sep 22, 2021 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 16 | — | Woodward, Inc. (WWD) [ST] other: F ILING S TATuS : New S ubHOLDING O F : Morgan Stanley IRA - X142 | WWD | S (partial) | 09/22/2021 | 10/28/2021 | $1,001 - $15,000 | 1.00 | WWD0.98 | PartialPartial sale | Self | Sep 22, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 17 | — | Woodward, Inc. (WWD) [ST] other: F ILING S TATuS : New S ubHOLDING O F : Morgan Stanley IRA - X142 | WWD | S | 09/23/2021 | 10/28/2021 | $1,001 - $15,000 | 1.00 | WWD0.98 | SellSell | Self | Sep 23, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |