Official filing metadata
- Filer (as printed)
- Hon. Daniel Meuser
- Office (as printed)
- PA09
- Chamber
- House
- Filing type
- ptr
- Filing date
- Aug 11, 2021
- Filing year
- 2021
- Document format
Processing (ours)
- Status
- Parsed
- Rows parsed
- 36
- Parser version
- house_pdf_v1
- Fetched
- Sep 9, 2026
- Parsed
- Sep 9, 2026
- Internal id
- 2391
row 25: stray text in ['cap']: gfedc
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 · 36
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 | DC | Alphabet Inc. - Class A (gOOgL) [ST] other: F ILINg S TATUS : New S UBHOLDINg O F : Schwab DM Trust I | — | P | 03/26/2020 | 03/26/2020 | $1,001 - $15,000 | 1.00 | GOOGL0.95 | BuyBuy | Dependent | Mar 26, 2020 | $1,001 - $15,000mid $8K | Stock | modelled |
| 2 | DC | Alphabet Inc. - Class A (gOOgL) [ST] other: F ILINg S TATUS : New S UBHOLDINg O F : Schwab DM Trust II | — | P | 03/26/2020 | 03/26/2020 | $1,001 - $15,000 | 1.00 | GOOGL0.95 | BuyBuy | Dependent | Mar 26, 2020 | $1,001 - $15,000mid $8K | Stock | modelled |
| 3 | DC | Alphabet Inc. - Class A (gOOgL) [ST] other: F ILINg S TATUS : New S UBHOLDINg O F : Schwab JM Brokerage Account | — | P | 03/26/2020 | 03/26/2020 | $1,001 - $15,000 | 1.00 | GOOGL0.95 | BuyBuy | Dependent | Mar 26, 2020 | $1,001 - $15,000mid $8K | Stock | modelled |
| 4 | DC | Alphabet Inc. - Class A (gOOgL) [ST] other: F ILINg S TATUS : New S UBHOLDINg O F : Schwab JM Trust I | — | P | 03/26/2020 | 03/26/2020 | $1,001 - $15,000 | 1.00 | GOOGL0.95 | BuyBuy | Dependent | Mar 26, 2020 | $1,001 - $15,000mid $8K | Stock | modelled |
| 5 | DC | Alphabet Inc. - Class A (gOOgL) [ST] other: F ILINg S TATUS : New S UBHOLDINg O F : Schwab JM Trust II | — | P | 03/26/2020 | 03/26/2020 | $1,001 - $15,000 | 1.00 | GOOGL0.95 | BuyBuy | Dependent | Mar 26, 2020 | $1,001 - $15,000mid $8K | Stock | modelled |
| 6 | SP | Alphabet Inc. - Class A (gOOgL) [ST] other: F ILINg S TATUS : New S UBHOLDINg O F : Schwab Brokerage Account | — | P | 03/26/2020 | 03/26/2020 | $1,001 - $15,000 | 1.00 | GOOGL0.95 | BuyBuy | Spouse | Mar 26, 2020 | $1,001 - $15,000mid $8K | Stock | modelled |
| 7 | DC | Alphabet Inc. - Class C Capital Stock (gOOg) [ST] other: F ILINg S TATUS : New S UBHOLDINg O F : Schwab DM Brokerage Account | — | P | 03/30/2020 | 03/30/2020 | $1,001 - $15,000 | 1.00 | GOOGL0.95 | BuyBuy | Dependent | Mar 30, 2020 | $1,001 - $15,000mid $8K | Stock | modelled |
| 8 | DC | BP p.l.c. (BP) [ST] other: F ILINg S TATUS : New S UBHOLDINg O F : Schwab DM Brokerage Account | BP | S | 04/02/2020 | 04/02/2020 | $1,001 - $15,000 | 1.00 | BP0.98 | SellSell | Dependent | Apr 2, 2020 | $1,001 - $15,000mid $8K | Stock | modelled |
| 9 | SP | BP p.l.c. (BP) [ST] other: F ILINg S TATUS : New S UBHOLDINg O F : Schwab Brokerage Account | BP | S | 03/26/2020 | 03/26/2020 | $1,001 - $15,000 | 1.00 | BP0.98 | SellSell | Spouse | Mar 26, 2020 | $1,001 - $15,000mid $8K | Stock | modelled |
| 10 | DC | BP p.l.c. (BP) [ST] other: F ILINg S TATUS : New S UBHOLDINg O F : Schwab JM Brokerage Account | BP | S | 03/31/2020 | 03/31/2020 | $1,001 - $15,000 | 1.00 | BP0.98 | SellSell | Dependent | Mar 31, 2020 | $1,001 - $15,000mid $8K | Stock | modelled |
| 11 | DC | Chubb Limited (CB) [ST] other: F ILINg S TATUS : New S UBHOLDINg O F : Schwab JM Brokerage Account | CB | S | 03/31/2020 | 03/31/2020 | $1,001 - $15,000 | 1.00 | CB0.98 | SellSell | Dependent | Mar 31, 2020 | $1,001 - $15,000mid $8K | Stock | modelled |
| 12 | DC | Exxon Mobil Corporation (XOM) [ST] other: F ILINg S TATUS : New S UBHOLDINg O F : Schwab JM Brokerage Account | XOM | S | 03/31/2020 | 03/31/2020 | $1,001 - $15,000 | 1.00 | XOM0.98 | SellSell | Dependent | Mar 31, 2020 | $1,001 - $15,000mid $8K | Stock | modelled |
| 13 | DC | Microsoft Corporation (MSFT) [ST] other: F ILINg S TATUS : New S UBHOLDINg O F : Schwab JM Brokerage Account | MSFT | S (partial) | 03/31/2020 | 03/31/2020 | $1,001 - $15,000 | 1.00 | MSFT0.98 | PartialPartial sale | Dependent | Mar 31, 2020 | $1,001 - $15,000mid $8K | Stock | modelled |
| 14 | DC | Microsoft Corporation (MSFT) [ST] other: F ILINg S TATUS : New S UBHOLDINg O F : Schwab JM Trust I | MSFT | P | 03/26/2020 | 03/26/2020 | $1,001 - $15,000 | 1.00 | MSFT0.98 | BuyBuy | Dependent | Mar 26, 2020 | $1,001 - $15,000mid $8K | Stock | modelled |
| 15 | SP | Microsoft Corporation (MSFT) [ST] other: F ILINg S TATUS : New S UBHOLDINg O F : Schwab Brokerage Account | MSFT | P | 03/26/2020 | 03/26/2020 | $1,001 - $15,000 | 1.00 | MSFT0.98 | BuyBuy | Spouse | Mar 26, 2020 | $1,001 - $15,000mid $8K | Stock | modelled |
| 16 | DC | Microsoft Corporation (MSFT) [ST] other: F ILINg S TATUS : New S UBHOLDINg O F : Schwab JM Trust II | MSFT | P | 03/26/2020 | 03/26/2020 | $15,001 - $50,000 | 1.00 | MSFT0.98 | BuyBuy | Dependent | Mar 26, 2020 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 17 | DC | Microsoft Corporation (MSFT) [ST] other: F ILINg S TATUS : New S UBHOLDINg O F : Schwab DM Brokerage Account | MSFT | P | 03/30/2020 | 03/30/2020 | $1,001 - $15,000 | 1.00 | MSFT0.98 | BuyBuy | Dependent | Mar 30, 2020 | $1,001 - $15,000mid $8K | Stock | modelled |
| 18 | DC | Microsoft Corporation (MSFT) [ST] other: F ILINg S TATUS : New S UBHOLDINg O F : Schwab JM Brokerage Account | MSFT | P | 03/26/2020 | 03/26/2020 | $1,001 - $15,000 | 1.00 | MSFT0.98 | BuyBuy | Dependent | Mar 26, 2020 | $1,001 - $15,000mid $8K | Stock | modelled |
| 19 | DC | Microsoft Corporation (MSFT) [ST] other: F ILINg S TATUS : New S UBHOLDINg O F : Schwab DM Trust II | MSFT | P | 03/26/2020 | 03/26/2020 | $15,001 - $50,000 | 1.00 | MSFT0.98 | BuyBuy | Dependent | Mar 26, 2020 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 20 | DC | Microsoft Corporation (MSFT) [ST] other: F ILINg S TATUS : New S UBHOLDINg O F : Schwab DM Trust I | MSFT | P | 03/26/2020 | 03/26/2020 | $1,001 - $15,000 | 1.00 | MSFT0.98 | BuyBuy | Dependent | Mar 26, 2020 | $1,001 - $15,000mid $8K | Stock | modelled |
| 21 | DC | Norfolk Southern Corporation (NSC) [ST] other: F ILINg S TATUS : New S UBHOLDINg O F : Schwab JM Brokerage Account | NSC | S (partial) | 03/31/2020 | 03/31/2020 | $1,001 - $15,000 | 1.00 | NSC0.98 | PartialPartial sale | Dependent | Mar 31, 2020 | $1,001 - $15,000mid $8K | Stock | modelled |
| 22 | DC | Nucor Corporation (NUE) [ST] other: F ILINg S TATUS : New S UBHOLDINg O F : Schwab JM Brokerage Account | NUE | S | 03/31/2020 | 03/31/2020 | $1,001 - $15,000 | 1.00 | NUE0.98 | SellSell | Dependent | Mar 31, 2020 | $1,001 - $15,000mid $8K | Stock | modelled |
| 23 | DC | Roche Holdings Ag Basel Ordinary Shares (RHHBF) [ST] other: F ILINg S TATUS : New S UBHOLDINg O F : Schwab DM Brokerage Account | RHHBF | S (partial) | 04/02/2020 | 04/02/2020 | $1,001 - $15,000 | 1.00 | —0.90 | PartialPartial sale | Dependent | Apr 2, 2020 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 24 | DC | The Kraft Heinz Company (KHC) [ST] other: F ILINg S TATUS : New S UBHOLDINg O F : Schwab DM Brokerage Account | KHC | S | 04/02/2020 | 04/02/2020 | $1,001 - $15,000 | 1.00 | KHC0.98 | SellSell | Dependent | Apr 2, 2020 | $1,001 - $15,000mid $8K | Stock | modelled |
| 25 | DC | Visa Inc. (V) [ST] other: F ILINg S TATUS : New S UBHOLDINg O F : Schwab DM Brokerage Account | V | P | 03/30/2020 | 03/30/2020 | $1,001 - $15,000 | 0.70 | V0.98 | BuyBuy | Dependent | Mar 30, 2020 | $1,001 - $15,000mid $8K | Stock | Reviewmodelled |
| 26 | DC | Visa Inc. (V) [ST] other: F ILINg S TATUS : New S UBHOLDINg O F : Schwab DM Trust I | V | P | 03/26/2020 | 03/26/2020 | $1,001 - $15,000 | 1.00 | V0.98 | BuyBuy | Dependent | Mar 26, 2020 | $1,001 - $15,000mid $8K | Stock | modelled |
| 27 | DC | Visa Inc. (V) [ST] other: F ILINg S TATUS : New S UBHOLDINg O F : Schwab DM Trust II | V | P | 03/26/2020 | 03/26/2020 | $15,001 - $50,000 | 1.00 | V0.98 | BuyBuy | Dependent | Mar 26, 2020 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 28 | DC | Visa Inc. (V) [ST] other: F ILINg S TATUS : New S UBHOLDINg O F : Schwab JM Brokerage Account | V | P | 03/26/2020 | 03/26/2020 | $1,001 - $15,000 | 1.00 | V0.98 | BuyBuy | Dependent | Mar 26, 2020 | $1,001 - $15,000mid $8K | Stock | modelled |
| 29 | SP | Visa Inc. (V) [ST] other: F ILINg S TATUS : New S UBHOLDINg O F : Schwab Brokerage Account | V | P | 03/26/2020 | 03/26/2020 | $1,001 - $15,000 | 1.00 | V0.98 | BuyBuy | Spouse | Mar 26, 2020 | $1,001 - $15,000mid $8K | Stock | modelled |
| 30 | DC | Visa Inc. (V) [ST] other: F ILINg S TATUS : New S UBHOLDINg O F : Schwab JM Trust II | V | P | 03/26/2020 | 03/26/2020 | $15,001 - $50,000 | 1.00 | V0.98 | BuyBuy | Dependent | Mar 26, 2020 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 31 | DC | Visa Inc. (V) [ST] other: F ILINg S TATUS : New S UBHOLDINg O F : Schwab JM Trust I | V | P | 03/26/2020 | 03/26/2020 | $1,001 - $15,000 | 1.00 | V0.98 | BuyBuy | Dependent | Mar 26, 2020 | $1,001 - $15,000mid $8K | Stock | modelled |
| 32 | DC | Walt Disney Company (DIS) [ST] other: F ILINg S TATUS : New S UBHOLDINg O F : Schwab JM Trust I | DIS | P | 03/26/2020 | 03/26/2020 | $1,001 - $15,000 | 1.00 | DIS0.98 | BuyBuy | Dependent | Mar 26, 2020 | $1,001 - $15,000mid $8K | Stock | modelled |
| 33 | DC | Walt Disney Company (DIS) [ST] other: F ILINg S TATUS : New S UBHOLDINg O F : Schwab JM Trust II | DIS | P | 03/26/2020 | 03/26/2020 | $15,001 - $50,000 | 1.00 | DIS0.98 | BuyBuy | Dependent | Mar 26, 2020 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 34 | DC | Walt Disney Company (DIS) [ST] other: F ILINg S TATUS : New S UBHOLDINg O F : Schwab DM Trust II | DIS | P | 03/26/2020 | 03/26/2020 | $15,001 - $50,000 | 1.00 | DIS0.98 | BuyBuy | Dependent | Mar 26, 2020 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 35 | DC | Walt Disney Company (DIS) [ST] other: F ILINg S TATUS : New S UBHOLDINg O F : Schwab DM Brokerage Account | DIS | P | 03/30/2020 | 03/30/2020 | $1,001 - $15,000 | 1.00 | DIS0.98 | BuyBuy | Dependent | Mar 30, 2020 | $1,001 - $15,000mid $8K | Stock | modelled |
| 36 | DC | Walt Disney Company (DIS) [ST] other: F ILINg S TATUS : New S UBHOLDINg O F : Schwab DM Trust I | DIS | P | 03/26/2020 | 03/26/2020 | $1,001 - $15,000 | 1.00 | DIS0.98 | BuyBuy | Dependent | Mar 26, 2020 | $1,001 - $15,000mid $8K | Stock | modelled |