Official filing metadata
- Filer (as printed)
- Hon. Rick Larsen
- Office (as printed)
- WA02
- Chamber
- House
- Filing type
- ptr
- Filing date
- Apr 15, 2026
- Filing year
- 2026
- Document format
Processing (ours)
- Status
- Parsed
- Rows parsed
- 11
- Parser version
- house_pdf_v1
- Fetched
- Sep 8, 2026
- Parsed
- Sep 8, 2026
- Internal id
- 209
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 | — | American Express Company Common Stock (AXP) [ST] filing_status: New | subholding_of: Richard R Larsen IRA | description: Advisor-driven quarterly rebalancing | AXP | S | 04/07/2026 | 04/09/2026 | $1,001 - $15,000 | 1.00 | AXP0.98 | SellSell | Self | Apr 7, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 2 | — | American Water Works Company, Inc. Common Stock (AWK) [ST] filing_status: New | subholding_of: Richard R Larsen IRA | description: Advisor-driven quarterly rebalancing | AWK | S | 04/07/2026 | 04/09/2026 | $1,001 - $15,000 | 1.00 | AWK0.98 | SellSell | Self | Apr 7, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 3 | — | Broadridge Financial Solutions, Inc. Common Stock (BR) [ST] filing_status: New | subholding_of: Richard R Larsen IRA | description: Advisor-driven quarterly rebalancing | BR | S | 04/07/2026 | 04/09/2026 | $1,001 - $15,000 | 1.00 | BR0.98 | SellSell | Self | Apr 7, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 4 | — | Carrier Global Corporation Common Stock (CARR) [ST] filing_status: New | subholding_of: Richard R Larsen IRA | description: Advisor-driven quarterly rebalancing | CARR | P | 04/07/2026 | 04/09/2026 | $1,001 - $15,000 | 1.00 | CARR0.98 | BuyBuy | Self | Apr 7, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 5 | — | Caseys General Stores, Inc. - Common Stock (CASY) [ST] filing_status: New | subholding_of: Richard R Larsen IRA | description: Advisor-driven quarterly rebalancing | CASY | P | 04/07/2026 | 04/09/2026 | $1,001 - $15,000 | 1.00 | CASY0.98 | BuyBuy | Self | Apr 7, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 6 | JT | CNL Healthcare Properties Inc (widely held) [OT] filing_status: New | subholding_of: Ameriprise One Account | location: US | description: CNL Properties (a widely held REIT) directors executed a sale of assets and Sonida Living, a common stock- based company, purchased those assets in March. This entry should be read on this PTR in conjunction with the Sonida entry listed as an Exchange. | — | E | 03/31/2026 | 04/09/2026 | $1,001 - $15,000 | 1.00 | —0.82 | ExchangeExchange | Joint | Mar 31, 2026 | $1,001 - $15,000mid $8K | Other | Reviewnot modelled |
| 7 | — | NextEra Energy, Inc. Common Stock (NEE) [ST] filing_status: New | subholding_of: Richard R Larsen IRA | description: Advisor-driven quarterly rebalancing | NEE | P | 04/07/2026 | 04/09/2026 | $1,001 - $15,000 | 1.00 | NEE0.98 | BuyBuy | Self | Apr 7, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 8 | — | Paychex, Inc. - Common Stock (PAYX) [ST] filing_status: New | subholding_of: Richard R Larsen IRA | description: Advisor-driven quarterly rebalancing | PAYX | S | 04/07/2026 | 04/09/2026 | $1,001 - $15,000 | 1.00 | PAYX0.98 | SellSell | Self | Apr 7, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 9 | JT | Sonida Senior Living, Inc. Common Stock (SNDA) [ST] filing_status: New | subholding_of: Ameriprise One Account | description: CNL Properties directors executed a sale of assets and Sonida Living, a common stock-based company, purchased those assets in March. I directed advisor to sell the Sonida stock in March and the proceeds from the sale were placed in Fixed Income Mutual Funds-based account I already hold. Per requirements, I will report in CY27 on my FDFY26 report which mutual funds proceeds went into. | SNDA | S | 04/07/2026 | 04/09/2026 | $1,001 - $15,000 | 1.00 | SNDA0.98 | SellSell | Joint | Apr 7, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 10 | JT | Sonida Senior Living, Inc. Common Stock (SNDA) [ST] filing_status: New | subholding_of: Ameriprise One Account | description: CNL Properties directors executed a sale of assets and Sonida Living, a common stock-based company, purchased those assets in March. I directed advisor to sell the Sonida stock in March. See "Sale' Transaction on this PTR | SNDA | E | 03/31/2026 | 04/09/2026 | $1,001 - $15,000 | 1.00 | SNDA0.98 | ExchangeExchange | Joint | Mar 31, 2026 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 11 | — | Westinghouse Air Brake Technologies Corporation Common Stock (WAB) [ST] filing_status: New | subholding_of: Richard R Larsen IRA | description: Advisor-driven quarterly rebalancing | WAB | P | 04/07/2026 | 04/09/2026 | $1,001 - $15,000 | 1.00 | WAB0.98 | BuyBuy | Self | Apr 7, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |