Official filing metadata
- Filer (as printed)
- Hon. Zoe Lofgren
- Office (as printed)
- CA19
- Chamber
- House
- Filing type
- ptr
- Filing date
- Oct 7, 2021
- Filing year
- 2021
- Document format
Processing (ours)
- Status
- Parsed
- Rows parsed
- 64
- Parser version
- house_pdf_v1
- Fetched
- Sep 9, 2026
- Parsed
- Sep 9, 2026
- Internal id
- 2266
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 · 64
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 | SP | Accenture plc Class A Ordinary Shares (ACN) [ST] other: F ILINg S TATuS : New S ubHOLdINg O F : John Marshall Collins Rollover IRA | ACN | P | 09/02/2021 | 10/07/2021 | $1,001 - $15,000 | 1.00 | ACN0.98 | BuyBuy | Spouse | Sep 2, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 2 | SP | Adobe Inc. (AdbE) [ST] other: F ILINg S TATuS : New S ubHOLdINg O F : John Marshall Collins Rollover IRA | — | P | 09/02/2021 | 10/07/2021 | $1,001 - $15,000 | 1.00 | ADBE0.95 | BuyBuy | Spouse | Sep 2, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 3 | SP | Ally Financial Inc. (ALLY) [ST] other: F ILINg S TATuS : New S ubHOLdINg O F : John Marshall Collins Rollover IRA | ALLY | P | 09/02/2021 | 10/07/2021 | $1,001 - $15,000 | 1.00 | ALLY0.98 | BuyBuy | Spouse | Sep 2, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 4 | SP | Amazon.com, Inc. (AMZN) [ST] other: F ILINg S TATuS : New S ubHOLdINg O F : John Marshall Collins Rollover IRA | AMZN | P | 09/30/2021 | 10/07/2021 | $1,001 - $15,000 | 1.00 | AMZN0.98 | BuyBuy | Spouse | Sep 30, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 5 | SP | American Electric Power Company, Inc. (AEP) [ST] other: F ILINg S TATuS : New S ubHOLdINg O F : John Marshall Collins Rollover IRA | AEP | P | 09/30/2021 | 10/07/2021 | $1,001 - $15,000 | 1.00 | AEP0.98 | BuyBuy | Spouse | Sep 30, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 6 | SP | American Water Works Company, Inc. (AWK) [ST] other: F ILINg S TATuS : New S ubHOLdINg O F : John Marshall Collins Rollover IRA | AWK | P | 09/30/2021 | 10/07/2021 | $1,001 - $15,000 | 1.00 | AWK0.98 | BuyBuy | Spouse | Sep 30, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 7 | SP | Aon plc Class A Ordinary Shares (AON) [ST] other: F ILINg S TATuS : New S ubHOLdINg O F : John Marshall Collins Rollover IRA | AON | P | 09/02/2021 | 10/07/2021 | $1,001 - $15,000 | 1.00 | AON0.98 | BuyBuy | Spouse | Sep 2, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 8 | SP | Applied Materials, Inc. (AMAT) [ST] other: F ILINg S TATuS : New S ubHOLdINg O F : John Marshall Collins Rollover IRA | AMAT | P | 09/30/2021 | 10/07/2021 | $1,001 - $15,000 | 1.00 | AMAT0.98 | BuyBuy | Spouse | Sep 30, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 9 | SP | Ares Capital Corporation - Closed End Fund (ARCC) [ST] other: F ILINg S TATuS : New S ubHOLdINg O F : John Marshall Collins Rollover IRA | ARCC | P | 09/02/2021 | 10/07/2021 | $1,001 - $15,000 | 1.00 | ARCC0.98 | BuyBuy | Spouse | Sep 2, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 10 | SP | ASML Holding N.V. - New York Registry Shares (ASML) [ST] other: F ILINg S TATuS : New S ubHOLdINg O F : John Marshall Collins Rollover IRA | ASML | P | 09/30/2021 | 10/07/2021 | $1,001 - $15,000 | 1.00 | ASML0.98 | BuyBuy | Spouse | Sep 30, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 11 | SP | AT&T Inc. (T) [ST] other: F ILINg S TATuS : New S ubHOLdINg O F : John Marshall Collins Rollover IRA | T | P | 09/30/2021 | 10/07/2021 | $1,001 - $15,000 | 1.00 | T0.98 | BuyBuy | Spouse | Sep 30, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 12 | SP | Avangrid, Inc. (AgR) [ST] other: F ILINg S TATuS : New S ubHOLdINg O F : John Marshall Collins Rollover IRA | — | P | 09/02/2021 | 10/07/2021 | $1,001 - $15,000 | 1.00 | —0.00 | BuyBuy | Spouse | Sep 2, 2021 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 13 | SP | bCE, Inc. (bCE) [ST] other: F ILINg S TATuS : New S ubHOLdINg O F : John Marshall Collins Rollover IRA | — | P | 09/30/2021 | 10/07/2021 | $1,001 - $15,000 | 1.00 | BCE0.95 | BuyBuy | Spouse | Sep 30, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 14 | SP | berkshire Hathaway Inc. New (bRK.b) [ST] other: F ILINg S TATuS : New S ubHOLdINg O F : John Marshall Collins Rollover IRA | — | P | 09/02/2021 | 10/07/2021 | $1,001 - $15,000 | 1.00 | BRK-B0.95 | BuyBuy | Spouse | Sep 2, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 15 | SP | blackstone Inc. (bX) [ST] other: F ILINg S TATuS : New S ubHOLdINg O F : John Marshall Collins Rollover IRA | — | P | 09/02/2021 | 10/07/2021 | $1,001 - $15,000 | 1.00 | BX0.95 | BuyBuy | Spouse | Sep 2, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 16 | SP | Charles River Laboratories International, Inc. (CRL) [ST] other: F ILINg S TATuS : New S ubHOLdINg O F : John Marshall Collins Rollover IRA | CRL | P | 09/30/2021 | 10/07/2021 | $1,001 - $15,000 | 1.00 | CRL0.98 | BuyBuy | Spouse | Sep 30, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 17 | SP | Cintas Corporation (CTAS) [ST] other: F ILINg S TATuS : New S ubHOLdINg O F : John Marshall Collins Rollover IRA | CTAS | P | 09/02/2021 | 10/07/2021 | $1,001 - $15,000 | 1.00 | CTAS0.98 | BuyBuy | Spouse | Sep 2, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 18 | SP | Cisco Systems, Inc. (CSCO) [ST] other: F ILINg S TATuS : New S ubHOLdINg O F : John Marshall Collins Rollover IRA | CSCO | P | 09/30/2021 | 10/07/2021 | $1,001 - $15,000 | 1.00 | CSCO0.98 | BuyBuy | Spouse | Sep 30, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 19 | JT | CME group Inc. - Class A (CME) [ST] other: F ILINg S TATuS : New S ubHOLdINg O F : Collins/Lofgren Family Trust | CME | P | 09/02/2021 | 10/07/2021 | $1,001 - $15,000 | 1.00 | CME0.98 | BuyBuy | Joint | Sep 2, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 20 | SP | Coca-Cola Company (KO) [ST] other: F ILINg S TATuS : New S ubHOLdINg O F : John Marshall Collins Rollover IRA | KO | P | 09/02/2021 | 10/07/2021 | $1,001 - $15,000 | 1.00 | KO0.98 | BuyBuy | Spouse | Sep 2, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 21 | SP | Comcast Corporation - Class A (CMCSA) [ST] other: F ILINg S TATuS : New S ubHOLdINg O F : John Marshall Collins Rollover IRA | CMCSA | P | 09/02/2021 | 10/07/2021 | $1,001 - $15,000 | 1.00 | CMCSA0.98 | BuyBuy | Spouse | Sep 2, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 22 | SP | Costco Wholesale Corporation (COST) [ST] other: F ILINg S TATuS : New S ubHOLdINg O F : John Marshall Collins Rollover IRA | COST | P | 09/02/2021 | 10/07/2021 | $1,001 - $15,000 | 1.00 | COST0.98 | BuyBuy | Spouse | Sep 2, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 23 | SP | danaher Corporation (dHR) [ST] other: F ILINg S TATuS : New S ubHOLdINg O F : John Marshall Collins Rollover IRA | — | P | 09/30/2021 | 10/07/2021 | $1,001 - $15,000 | 1.00 | DHR0.95 | BuyBuy | Spouse | Sep 30, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 24 | SP | Edwards Lifesciences Corporation (EW) [ST] other: F ILINg S TATuS : New S ubHOLdINg O F : John Marshall Collins Rollover IRA | EW | P | 09/02/2021 | 10/07/2021 | $1,001 - $15,000 | 1.00 | EW0.98 | BuyBuy | Spouse | Sep 2, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 25 | SP | Equinix, Inc. (EQIX) [ST] other: F ILINg S TATuS : New S ubHOLdINg O F : John Marshall Collins Rollover IRA | EQIX | P | 09/30/2021 | 10/07/2021 | $1,001 - $15,000 | 1.00 | EQIX0.98 | BuyBuy | Spouse | Sep 30, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 26 | SP | Eversource Energy (ES) [ST] other: F ILINg S TATuS : New S ubHOLdINg O F : John Marshall Collins Rollover IRA | ES | P | 09/30/2021 | 10/07/2021 | $1,001 - $15,000 | 1.00 | ES0.98 | BuyBuy | Spouse | Sep 30, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 27 | SP | Expedia group, Inc. (EXPE) [ST] other: F ILINg S TATuS : New S ubHOLdINg O F : John Marshall Collins Rollover IRA | EXPE | P | 09/30/2021 | 10/07/2021 | $1,001 - $15,000 | 1.00 | EXPE0.98 | BuyBuy | Spouse | Sep 30, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 28 | SP | Fifth Third bancorp (FITb) [ST] other: F ILINg S TATuS : New S ubHOLdINg O F : John Marshall Collins Rollover IRA | — | P | 09/30/2021 | 10/07/2021 | $1,001 - $15,000 | 1.00 | FITB0.95 | BuyBuy | Spouse | Sep 30, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 29 | SP | First Horizon Corporation (FHN) [ST] other: F ILINg S TATuS : New S ubHOLdINg O F : John Marshall Collins Rollover IRA | FHN | P | 09/30/2021 | 10/07/2021 | $1,001 - $15,000 | 1.00 | FHN0.98 | BuyBuy | Spouse | Sep 30, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 30 | SP | general Mills, Inc. (gIS) [ST] other: F ILINg S TATuS : New S ubHOLdINg O F : John Marshall Collins Rollover IRA | — | P | 09/30/2021 | 10/07/2021 | $1,001 - $15,000 | 1.00 | GIS0.95 | BuyBuy | Spouse | Sep 30, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 31 | SP | gilead Sciences Inc. [CS] other: F ILINg S TATuS : New S ubHOLdINg O F : John Marshall Collins Rollover IRA d ESCRIPTION : Corporate bond | — | S | 09/01/2021 | 10/07/2021 | $1,001 - $15,000 | 1.00 | GILD0.95 | SellSell | Spouse | Sep 1, 2021 | $1,001 - $15,000mid $8K | Bond | not modelled |
| 32 | SP | Hartford Financial Services group, Inc. (HIg) [ST] other: F ILINg S TATuS : New S ubHOLdINg O F : John Marshall Collins Rollover IRA | — | P | 09/30/2021 | 10/07/2021 | $1,001 - $15,000 | 1.00 | —0.00 | BuyBuy | Spouse | Sep 30, 2021 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 33 | SP | HCA Healthcare, Inc. (HCA) [ST] other: F ILINg S TATuS : New S ubHOLdINg O F : John Marshall Collins Rollover IRA | HCA | P | 09/30/2021 | 10/07/2021 | $1,001 - $15,000 | 1.00 | HCA0.98 | BuyBuy | Spouse | Sep 30, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 34 | SP | Home depot, Inc. (Hd) [ST] other: F ILINg S TATuS : New S ubHOLdINg O F : John Marshall Collins Rollover IRA | — | P | 09/02/2021 | 10/07/2021 | $1,001 - $15,000 | 1.00 | HD0.95 | BuyBuy | Spouse | Sep 2, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 35 | SP | Invesco Preferred ETF (PgX) [ST] other: F ILINg S TATuS : New S ubHOLdINg O F : John Marshall Collins Rollover IRA | — | P | 09/02/2021 | 10/07/2021 | $1,001 - $15,000 | 1.00 | —0.00 | BuyBuy | Spouse | Sep 2, 2021 | $1,001 - $15,000mid $8K | Etf | not modelled |
| 36 | SP | JP Morgan Chase & Co. (JPM) [ST] other: F ILINg S TATuS : New S ubHOLdINg O F : John Marshall Collins Rollover IRA | JPM | P | 09/02/2021 | 10/07/2021 | $1,001 - $15,000 | 1.00 | JPM0.98 | BuyBuy | Spouse | Sep 2, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 37 | SP | Mastercard Incorporated (MA) [ST] other: F ILINg S TATuS : New S ubHOLdINg O F : John Marshall Collins Rollover IRA | MA | P | 09/30/2021 | 10/07/2021 | $1,001 - $15,000 | 1.00 | MA0.98 | BuyBuy | Spouse | Sep 30, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 38 | SP | Mcdonalds Company Ltd Tokyo Ordinary Shares (MdNdF) [ST] other: F ILINg S TATuS : New S ubHOLdINg O F : John Marshall Collins Rollover IRA | — | P | 09/30/2021 | 10/07/2021 | $1,001 - $15,000 | 1.00 | —0.90 | BuyBuy | Spouse | Sep 30, 2021 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 39 | SP | Merck & Company, Inc. Common Stock (MRK) [ST] other: F ILINg S TATuS : New S ubHOLdINg O F : John Marshall Collins Rollover IRA | MRK | P | 09/30/2021 | 10/07/2021 | $1,001 - $15,000 | 1.00 | MRK0.98 | BuyBuy | Spouse | Sep 30, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 40 | SP | National Retail Properties (NNN) [ST] other: F ILINg S TATuS : New S ubHOLdINg O F : John Marshall Collins Rollover IRA | NNN | P | 09/30/2021 | 10/07/2021 | $1,001 - $15,000 | 1.00 | NNN0.95 | BuyBuy | Spouse | Sep 30, 2021 | $1,001 - $15,000mid $8K | Stock | Reviewmodelled |
| 41 | SP | Newell brands Inc. (NWL) [ST] other: F ILINg S TATuS : New S ubHOLdINg O F : John Marshall Collins Rollover IRA | NWL | P | 09/30/2021 | 10/07/2021 | $1,001 - $15,000 | 1.00 | NWL0.98 | BuyBuy | Spouse | Sep 30, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 42 | SP | NextEra Energy, Inc. (NEE) [ST] other: F ILINg S TATuS : New S ubHOLdINg O F : John Marshall Collins Rollover IRA | NEE | P | 09/30/2021 | 10/07/2021 | $1,001 - $15,000 | 1.00 | NEE0.98 | BuyBuy | Spouse | Sep 30, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 43 | SP | NXP Semiconductors N.V. (NXPI) [ST] other: F ILINg S TATuS : New S ubHOLdINg O F : John Marshall Collins Rollover IRA | NXPI | P | 09/02/2021 | 10/07/2021 | $1,001 - $15,000 | 1.00 | NXPI0.98 | BuyBuy | Spouse | Sep 2, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 44 | SP | Old dominion Freight Line, Inc. (OdFL) [ST] other: F ILINg S TATuS : New S ubHOLdINg O F : John Marshall Collins Rollover IRA | — | P | 09/30/2021 | 10/07/2021 | $1,001 - $15,000 | 1.00 | ODFL0.95 | BuyBuy | Spouse | Sep 30, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 45 | SP | Pepsico, Inc. (PEP) [ST] other: F ILINg S TATuS : New S ubHOLdINg O F : John Marshall Collins Rollover IRA | PEP | P | 09/30/2021 | 10/07/2021 | $1,001 - $15,000 | 1.00 | PEP0.98 | BuyBuy | Spouse | Sep 30, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 46 | SP | Pfizer, Inc. (PFE) [ST] other: F ILINg S TATuS : New S ubHOLdINg O F : John Marshall Collins Rollover IRA | PFE | P | 09/30/2021 | 10/07/2021 | $1,001 - $15,000 | 1.00 | PFE0.98 | BuyBuy | Spouse | Sep 30, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 47 | SP | ProLogis, Inc. (PLd) [ST] other: F ILINg S TATuS : New S ubHOLdINg O F : John Marshall Collins Rollover IRA | — | P | 09/30/2021 | 10/07/2021 | $1,001 - $15,000 | 1.00 | PLD0.95 | BuyBuy | Spouse | Sep 30, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 48 | SP | QuALCOMM Incorporated (QCOM) [ST] other: F ILINg S TATuS : New S ubHOLdINg O F : John Marshall Collins Rollover IRA | QCOM | P | 09/30/2021 | 10/07/2021 | $1,001 - $15,000 | 1.00 | QCOM0.98 | BuyBuy | Spouse | Sep 30, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 49 | SP | Roper Technologies, Inc. (ROP) [ST] other: F ILINg S TATuS : New S ubHOLdINg O F : John Marshall Collins Rollover IRA | ROP | P | 09/30/2021 | 10/07/2021 | $1,001 - $15,000 | 1.00 | ROP0.98 | BuyBuy | Spouse | Sep 30, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 50 | SP | S&P global Inc. (SPgI) [ST] other: F ILINg S TATuS : New S ubHOLdINg O F : John Marshall Collins Rollover IRA | — | P | 09/30/2021 | 10/07/2021 | $1,001 - $15,000 | 1.00 | SPGI0.95 | BuyBuy | Spouse | Sep 30, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 51 | SP | Sherwin-Williams Company (SHW) [ST] other: F ILINg S TATuS : New S ubHOLdINg O F : John Marshall Collins Rollover IRA | SHW | P | 09/02/2021 | 10/07/2021 | $1,001 - $15,000 | 1.00 | SHW0.98 | BuyBuy | Spouse | Sep 2, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 52 | SP | Starbucks Corporation (SbuX) [ST] other: F ILINg S TATuS : New S ubHOLdINg O F : John Marshall Collins Rollover IRA | — | P | 09/02/2021 | 10/07/2021 | $1,001 - $15,000 | 1.00 | SBUX0.95 | BuyBuy | Spouse | Sep 2, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 53 | SP | Synchrony Financial (SYF) [ST] other: F ILINg S TATuS : New S ubHOLdINg O F : John Marshall Collins Rollover IRA | SYF | P | 09/30/2021 | 10/07/2021 | $1,001 - $15,000 | 1.00 | SYF0.98 | BuyBuy | Spouse | Sep 30, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 54 | SP | Thermo Fisher Scientific Inc (TMO) [ST] other: F ILINg S TATuS : New S ubHOLdINg O F : John Marshall Collins Rollover IRA | TMO | P | 09/02/2021 | 10/07/2021 | $1,001 - $15,000 | 1.00 | TMO0.98 | BuyBuy | Spouse | Sep 2, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 55 | SP | TJX Companies, Inc. (TJX) [ST] other: F ILINg S TATuS : New S ubHOLdINg O F : John Marshall Collins Rollover IRA | TJX | P | 09/30/2021 | 10/07/2021 | $1,001 - $15,000 | 1.00 | TJX0.98 | BuyBuy | Spouse | Sep 30, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 56 | SP | T-Mobile uS, Inc. (TMuS) [ST] other: F ILINg S TATuS : New S ubHOLdINg O F : John Marshall Collins Rollover IRA | — | P | 09/02/2021 | 10/07/2021 | $1,001 - $15,000 | 1.00 | TMUS0.95 | BuyBuy | Spouse | Sep 2, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 57 | SP | Trane Technologies plc (TT) [ST] other: F ILINg S TATuS : New S ubHOLdINg O F : John Marshall Collins Rollover IRA | TT | P | 09/02/2021 | 10/07/2021 | $1,001 - $15,000 | 1.00 | TT0.98 | BuyBuy | Spouse | Sep 2, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 58 | SP | Transunion (TRu) [ST] other: F ILINg S TATuS : New S ubHOLdINg O F : John Marshall Collins Rollover IRA | — | P | 09/02/2021 | 10/07/2021 | $1,001 - $15,000 | 1.00 | TRU0.95 | BuyBuy | Spouse | Sep 2, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 59 | SP | unitedHealth group Incorporated Common Stock (uNH) [ST] other: F ILINg S TATuS : New S ubHOLdINg O F : John Marshall Collins Rollover IRA | — | P | 09/02/2021 | 10/07/2021 | $1,001 - $15,000 | 1.00 | UNH0.95 | BuyBuy | Spouse | Sep 2, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 60 | SP | Verizon Communications Inc. (VZ) [ST] other: F ILINg S TATuS : New S ubHOLdINg O F : John Marshall Collins Rollover IRA | VZ | P | 09/30/2021 | 10/07/2021 | $1,001 - $15,000 | 1.00 | VZ0.98 | BuyBuy | Spouse | Sep 30, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 61 | SP | Visa Inc. (V) [ST] other: F ILINg S TATuS : New S ubHOLdINg O F : John Marshall Collins Rollover IRA | V | P | 09/02/2021 | 10/07/2021 | $1,001 - $15,000 | 1.00 | V0.98 | BuyBuy | Spouse | Sep 2, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 62 | SP | Walmart Inc. (WMT) [ST] other: F ILINg S TATuS : New S ubHOLdINg O F : John Marshall Collins Rollover IRA | WMT | P | 09/02/2021 | 10/07/2021 | $1,001 - $15,000 | 1.00 | WMT0.98 | BuyBuy | Spouse | Sep 2, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 63 | SP | Walt disney Company (dIS) [ST] other: F ILINg S TATuS : New S ubHOLdINg O F : John Marshall Collins Rollover IRA | — | P | 09/02/2021 | 10/07/2021 | $1,001 - $15,000 | 1.00 | DIS0.95 | BuyBuy | Spouse | Sep 2, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 64 | SP | Zoetis Inc. Class A (ZTS) [ST] other: F ILINg S TATuS : New S ubHOLdINg O F : John Marshall Collins Rollover IRA | ZTS | P | 09/02/2021 | 10/07/2021 | $1,001 - $15,000 | 1.00 | ZTS0.98 | BuyBuy | Spouse | Sep 2, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |