Official filing metadata
- Filer (as printed)
- Hon. David P. Joyce
- Office (as printed)
- OH14
- Chamber
- House
- Filing type
- ptr
- Filing date
- Jul 27, 2021
- Filing year
- 2021
- Document format
Processing (ours)
- Status
- Parsed
- Rows parsed
- 15
- Parser version
- house_pdf_v1
- Fetched
- Sep 9, 2026
- Parsed
- Sep 9, 2026
- Internal id
- 2204
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 · 15
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 | — | Fidelity Advisor Real Eastate Income Z FIKMX [OT] other: F ILINg S TATUS : New S UbHOLDINg O F : David P. Joyce QSST Trust L OCATION : US D ESCRIPTION : Mutual fund | — | S | 01/15/2020 | 05/05/2021 | $15,001 - $50,000 | 1.00 | —0.00 | SellSell | Self | Jan 15, 2020 | $15,001 - $50,000mid $32.5K | Other | not modelled |
| 2 | — | FIDELITY LIMITED TERM MUNI INCOME FUND [OT] other: F ILINg S TATUS : New S UbHOLDINg O F : David P. Joyce QSST Trust L OCATION : US D ESCRIPTION : MUTUAL FUND | — | S | 01/15/2020 | 05/05/2021 | $1,001 - $15,000 | 1.00 | —0.00 | SellSell | Self | Jan 15, 2020 | $1,001 - $15,000mid $8K | Other | not modelled |
| 3 | — | FIDELITY LIMITED TERM MUNI INCOME FUND [gS] other: F ILINg S TATUS : New S UbHOLDINg O F : David P. Joyce QSST Trust | — | S | 07/02/2020 | 05/05/2021 | $15,001 - $50,000 | 1.00 | —0.00 | SellSell | Self | Jul 2, 2020 | $15,001 - $50,000mid $32.5K | Mutual fund | not modelled |
| 4 | — | global X Funds global X U.S. Infrastructure Development ETF (PAVE) [ST] other: F ILINg S TATUS : New S UbHOLDINg O F : DPJ & KAJ joint account | PAVE | P | 12/09/2020 | 05/05/2021 | $1,001 - $15,000 | 1.00 | PAVE0.98 | BuyBuy | Self | Dec 9, 2020 | $1,001 - $15,000mid $8K | Etf | modelled |
| 5 | — | global X Funds global X U.S. Infrastructure Development ETF (PAVE) [ST] other: F ILINg S TATUS : New S UbHOLDINg O F : DPJ & KAJ joint account | PAVE | P | 12/11/2020 | 07/27/2021 | $1,001 - $15,000 | 1.00 | PAVE0.98 | BuyBuy | Self | Dec 11, 2020 | $1,001 - $15,000mid $8K | Etf | modelled |
| 6 | — | golub Capital bDC, Inc. (gbDC) [ST] other: F ILINg S TATUS : New S UbHOLDINg O F : David P. Joyce QSST Trust | — | P | 02/25/2020 | 05/05/2021 | $1,001 - $15,000 | 1.00 | GBDC0.95 | BuyBuy | Self | Feb 25, 2020 | $1,001 - $15,000mid $8K | Stock | modelled |
| 7 | — | iShares Core MSCI EAFE ETF (IEFA) [ST] other: F ILINg S TATUS : New S UbHOLDINg O F : David P. Joyce QSST Trust | IEFA | S | 06/26/2020 | 05/05/2021 | $15,001 - $50,000 | 1.00 | IEFA0.98 | SellSell | Self | Jun 26, 2020 | $15,001 - $50,000mid $32.5K | Etf | modelled |
| 8 | — | iShares Core S&P 500 ETF (IVV) [ST] other: F ILINg S TATUS : New S UbHOLDINg O F : David P. Joyce QSST Trust | IVV | S | 06/26/2020 | 05/05/2021 | $15,001 - $50,000 | 1.00 | IVV0.98 | SellSell | Self | Jun 26, 2020 | $15,001 - $50,000mid $32.5K | Etf | modelled |
| 9 | — | iShares Russell 2000 ETF (IWM) [ST] other: F ILINg S TATUS : New S UbHOLDINg O F : DPJ & KAJ joint account | IWM | S | 12/02/2020 | 07/27/2021 | $1,001 - $15,000 | 1.00 | IWM0.98 | SellSell | Self | Dec 2, 2020 | $1,001 - $15,000mid $8K | Etf | modelled |
| 10 | — | iShares Russell 2000 ETF (IWM) [ST] other: F ILINg S TATUS : New S UbHOLDINg O F : David P. Joyce QSST Trust | IWM | S | 06/26/2020 | 05/05/2021 | $15,001 - $50,000 | 1.00 | IWM0.98 | SellSell | Self | Jun 26, 2020 | $15,001 - $50,000mid $32.5K | Etf | modelled |
| 11 | — | iShares Russell 2000 ETF (IWM) [ST] other: F ILINg S TATUS : New S UbHOLDINg O F : DPJ & KAJ joint account | IWM | S | 12/09/2020 | 05/05/2021 | $1,001 - $15,000 | 1.00 | IWM0.98 | SellSell | Self | Dec 9, 2020 | $1,001 - $15,000mid $8K | Etf | modelled |
| 12 | — | SPDR S&P 500 (SPY) [ST] other: F ILINg S TATUS : New S UbHOLDINg O F : DPJ & KAJ joint account | SPY | P | 06/08/2020 | 05/05/2021 | $1,001 - $15,000 | 1.00 | SPY0.98 | BuyBuy | Self | Jun 8, 2020 | $1,001 - $15,000mid $8K | Etf | modelled |
| 13 | — | SPDR S&P 500 (SPY) [ST] other: F ILINg S TATUS : New S UbHOLDINg O F : DPJ & KAJ joint account | SPY | P | 03/11/2020 | 05/05/2021 | $1,001 - $15,000 | 1.00 | SPY0.98 | BuyBuy | Self | Mar 11, 2020 | $1,001 - $15,000mid $8K | Etf | modelled |
| 14 | — | SPDR S&P bank ETF (KbE) [ST] other: F ILINg S TATUS : New S UbHOLDINg O F : DPJ & KAJ joint account | — | P | 06/08/2020 | 05/05/2021 | $1,001 - $15,000 | 1.00 | —0.00 | BuyBuy | Self | Jun 8, 2020 | $1,001 - $15,000mid $8K | Etf | not modelled |
| 15 | — | Vanguard Russell 1000 ETF (VONE) [ST] other: F ILINg S TATUS : New S UbHOLDINg O F : David P. Joyce QSST Trust | VONE | P | 03/26/2020 | 05/05/2021 | $50,001 - $100,000 | 1.00 | VONE0.98 | BuyBuy | Self | Mar 26, 2020 | $50,001 - $100,000mid $75K | Etf | modelled |