Official filing metadata
- Filer (as printed)
- Hon. Marie Newman
- Office (as printed)
- IL03
- Chamber
- House
- Filing type
- ptr
- Filing date
- Apr 15, 2021
- Filing year
- 2021
- Document format
Processing (ours)
- Status
- Parsed
- Rows parsed
- 67
- Parser version
- house_pdf_v1
- Fetched
- Sep 9, 2026
- Parsed
- Sep 9, 2026
- Internal id
- 2404
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 · 67
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 | Alibaba group Holding limited American Depositary Shares each representing eight Ordinary share (bAbA) [ST] other: F IlINg S TATuS : New S ubHOlDINg O F : Individual 401(K) | — | S | 01/22/2021 | 03/01/2021 | $15,001 - $50,000 | 1.00 | —0.00 | SellSell | Spouse | Jan 22, 2021 | $15,001 - $50,000mid $32.5K | Stock | not modelled |
| 2 | SP | Apple Inc. (AAPl) [ST] other: F IlINg S TATuS : New S ubHOlDINg O F : Rollover IRA | — | P | 01/29/2021 | 03/01/2021 | $15,001 - $50,000 | 1.00 | AAPL0.95 | BuyBuy | Spouse | Jan 29, 2021 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 3 | SP | Apple Inc. (AAPl) [ST] other: F IlINg S TATuS : New S ubHOlDINg O F : Rollover IRA | — | S | 02/04/2021 | 03/01/2021 | $15,001 - $50,000 | 1.00 | AAPL0.95 | SellSell | Spouse | Feb 4, 2021 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 4 | SP | Apple Inc. (AAPl) [ST] other: F IlINg S TATuS : New S ubHOlDINg O F : Rollover IRA | — | P | 02/05/2021 | 03/02/2021 | $1,001 - $15,000 | 1.00 | AAPL0.95 | BuyBuy | Spouse | Feb 5, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 5 | SP | Apple Inc. (AAPl) [ST] other: F IlINg S TATuS : New S ubHOlDINg O F : Rollover IRA | — | P | 02/08/2021 | 03/01/2021 | $1,001 - $15,000 | 1.00 | AAPL0.95 | BuyBuy | Spouse | Feb 8, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 6 | SP | boeing Company (bA) [ST] other: F IlINg S TATuS : New S ubHOlDINg O F : Rollover IRA | — | S | 01/29/2021 | 03/01/2021 | $15,001 - $50,000 | 1.00 | BA0.95 | SellSell | Spouse | Jan 29, 2021 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 7 | SP | Carnival Corporation (CCl) [ST] other: F IlINg S TATuS : New S ubHOlDINg O F : Individual 401(K) | — | S | 02/05/2021 | 03/01/2021 | $1,001 - $15,000 | 1.00 | CCL0.95 | SellSell | Spouse | Feb 5, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 8 | JT | Carnival Corporation (CCl) [ST] other: F IlINg S TATuS : New S ubHOlDINg O F : Charles Schwab JT TEN | — | P | 02/08/2021 | 03/01/2021 | $1,001 - $15,000 | 1.00 | CCL0.95 | BuyBuy | Joint | Feb 8, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 9 | JT | Carnival Corporation (CCl) [ST] other: F IlINg S TATuS : New S ubHOlDINg O F : Charles Schwab JT TEN | — | S | 02/16/2021 | 03/01/2021 | $1,001 - $15,000 | 1.00 | CCL0.95 | SellSell | Joint | Feb 16, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 10 | SP | Chewy, Inc. Class A (CHWY) [ST] other: F IlINg S TATuS : New S ubHOlDINg O F : Rollover IRA | CHWY | S | 01/29/2021 | 03/01/2021 | $1,001 - $15,000 | 1.00 | CHWY0.98 | SellSell | Spouse | Jan 29, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 11 | SP | Chewy, Inc. Class A (CHWY) [ST] other: F IlINg S TATuS : New S ubHOlDINg O F : Rollover IRA | CHWY | P | 02/01/2021 | 03/01/2021 | $1,001 - $15,000 | 1.00 | CHWY0.98 | BuyBuy | Spouse | Feb 1, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 12 | SP | Chewy, Inc. Class A (CHWY) [ST] other: F IlINg S TATuS : New S ubHOlDINg O F : Rollover IRA | CHWY | P | 02/08/2021 | 03/01/2021 | $15,001 - $50,000 | 1.00 | CHWY0.98 | BuyBuy | Spouse | Feb 8, 2021 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 13 | SP | Chewy, Inc. Class A (CHWY) [ST] other: F IlINg S TATuS : New S ubHOlDINg O F : Rollover IRA | CHWY | S | 02/05/2021 | 03/01/2021 | $1,001 - $15,000 | 1.00 | CHWY0.98 | SellSell | Spouse | Feb 5, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 14 | SP | Chewy, Inc. Class A (CHWY) [ST] other: F IlINg S TATuS : New S ubHOlDINg O F : Rollover IRA | CHWY | S | 02/05/2021 | 03/01/2021 | $1,001 - $15,000 | 1.00 | CHWY0.98 | SellSell | Spouse | Feb 5, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 15 | SP | Chewy, Inc. Class A (CHWY) [ST] other: F IlINg S TATuS : New S ubHOlDINg O F : Rollover IRA | CHWY | S | 02/12/2021 | 03/01/2021 | $15,001 - $50,000 | 1.00 | CHWY0.98 | SellSell | Spouse | Feb 12, 2021 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 16 | SP | Chewy, Inc. Class A (CHWY) [ST] other: F IlINg S TATuS : New S ubHOlDINg O F : Rollover IRA | CHWY | P | 02/16/2021 | 03/01/2021 | $1,001 - $15,000 | 1.00 | CHWY0.98 | BuyBuy | Spouse | Feb 16, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 17 | SP | Chewy, Inc. Class A (CHWY) [ST] other: F IlINg S TATuS : New S ubHOlDINg O F : Rollover IRA | CHWY | P | 02/03/2021 | 03/01/2021 | $1,001 - $15,000 | 1.00 | CHWY0.98 | BuyBuy | Spouse | Feb 3, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 18 | JT | Eaton Corporation, PlC Ordinary Shares (ETN) [ST] other: F IlINg S TATuS : New S ubHOlDINg O F : Charles Schwab JT TEN | ETN | P | 02/16/2021 | 03/01/2021 | $1,001 - $15,000 | 1.00 | ETN0.98 | BuyBuy | Joint | Feb 16, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 19 | SP | Electronic Arts Inc. (EA) [ST] other: F IlINg S TATuS : New S ubHOlDINg O F : Rollover IRA | EA | P | 02/04/2021 | 03/01/2021 | $1,001 - $15,000 | 1.00 | EA0.98 | BuyBuy | Spouse | Feb 4, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 20 | SP | Electronic Arts Inc. (EA) [ST] other: F IlINg S TATuS : New S ubHOlDINg O F : Rollover IRA | EA | S | 02/11/2021 | 03/01/2021 | $1,001 - $15,000 | 1.00 | EA0.98 | SellSell | Spouse | Feb 11, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 21 | SP | Exxon Mobil Corporation (XOM) [ST] other: F IlINg S TATuS : New S ubHOlDINg O F : Rollover IRA | XOM | S | 02/05/2021 | 03/01/2021 | $1,001 - $15,000 | 1.00 | XOM0.98 | SellSell | Spouse | Feb 5, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 22 | SP | FedEx Corporation (FDX) [ST] other: F IlINg S TATuS : New S ubHOlDINg O F : Rollover IRA | FDX | P | 02/16/2021 | 03/01/2021 | $15,001 - $50,000 | 1.00 | FDX0.98 | BuyBuy | Spouse | Feb 16, 2021 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 23 | SP | FedEx Corporation (FDX) [ST] other: F IlINg S TATuS : New S ubHOlDINg O F : Rollover IRA | FDX | S | 02/12/2021 | 03/03/2021 | $50,001 - $100,000 | 1.00 | FDX0.98 | SellSell | Spouse | Feb 12, 2021 | $50,001 - $100,000mid $75K | Stock | modelled |
| 24 | SP | International business Machines Corporation (IbM) [ST] other: F IlINg S TATuS : New S ubHOlDINg O F : Rollover IRA | — | P | 02/05/2021 | 03/01/2021 | $1,001 - $15,000 | 1.00 | IBM0.95 | BuyBuy | Spouse | Feb 5, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 25 | SP | International business Machines Corporation (IbM) [ST] other: F IlINg S TATuS : New S ubHOlDINg O F : Rollover IRA | — | S | 02/04/2021 | 03/01/2021 | $1,001 - $15,000 | 1.00 | IBM0.95 | SellSell | Spouse | Feb 4, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 26 | SP | Kroger Company (KR) [ST] other: F IlINg S TATuS : New S ubHOlDINg O F : Rollover IRA | KR | P | 02/01/2021 | 03/01/2021 | $1,001 - $15,000 | 1.00 | KR0.98 | BuyBuy | Spouse | Feb 1, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 27 | JT | lemonade, Inc. (lMND) [ST] other: F IlINg S TATuS : New S ubHOlDINg O F : Charles Schwab JT TEN | — | P | 02/16/2021 | 03/01/2021 | $15,001 - $50,000 | 1.00 | LMND0.95 | BuyBuy | Joint | Feb 16, 2021 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 28 | SP | McDonald's Corporation (MCD) [ST] other: F IlINg S TATuS : New S ubHOlDINg O F : Rollover IRA | MCD | S | 02/12/2021 | 03/01/2021 | $15,001 - $50,000 | 1.00 | MCD0.98 | SellSell | Spouse | Feb 12, 2021 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 29 | SP | Metlife, Inc. (MET) [ST] other: F IlINg S TATuS : New S ubHOlDINg O F : Rollover IRA | MET | S | 02/19/2021 | 03/01/2021 | $1,001 - $15,000 | 1.00 | MET0.98 | SellSell | Spouse | Feb 19, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 30 | SP | Metlife, Inc. (MET) [ST] other: F IlINg S TATuS : New S ubHOlDINg O F : Rollover IRA | MET | P | 02/05/2021 | 03/01/2021 | $1,001 - $15,000 | 1.00 | MET0.98 | BuyBuy | Spouse | Feb 5, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 31 | SP | Moderna, Inc. (MRNA) [ST] other: F IlINg S TATuS : New S ubHOlDINg O F : Rollover IRA | MRNA | S | 01/29/2021 | 03/01/2021 | $15,001 - $50,000 | 1.00 | MRNA0.98 | SellSell | Spouse | Jan 29, 2021 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 32 | SP | Moderna, Inc. (MRNA) [ST] other: F IlINg S TATuS : New S ubHOlDINg O F : Rollover IRA | MRNA | S | 01/29/2021 | 03/01/2021 | $1,001 - $15,000 | 1.00 | MRNA0.98 | SellSell | Spouse | Jan 29, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 33 | SP | Nike, Inc. (NKE) [ST] other: F IlINg S TATuS : New S ubHOlDINg O F : Rollover IRA | NKE | P | 02/04/2021 | 03/01/2021 | $1,001 - $15,000 | 1.00 | NKE0.98 | BuyBuy | Spouse | Feb 4, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 34 | SP | Nike, Inc. (NKE) [ST] other: F IlINg S TATuS : New S ubHOlDINg O F : Rollover IRA | NKE | S | 02/12/2021 | 03/01/2021 | $1,001 - $15,000 | 1.00 | NKE0.98 | SellSell | Spouse | Feb 12, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 35 | SP | Peloton Interactive, Inc. (PTON) [ST] other: F IlINg S TATuS : New S ubHOlDINg O F : Rollover IRA | PTON | S | 02/12/2021 | 03/01/2021 | $1,001 - $15,000 | 1.00 | PTON0.98 | SellSell | Spouse | Feb 12, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 36 | SP | Peloton Interactive, Inc. (PTON) [ST] other: F IlINg S TATuS : New S ubHOlDINg O F : Rollover IRA | PTON | P | 02/19/2021 | 03/01/2021 | $1,001 - $15,000 | 1.00 | PTON0.98 | BuyBuy | Spouse | Feb 19, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 37 | SP | Peloton Interactive, Inc. (PTON) [ST] other: F IlINg S TATuS : New S ubHOlDINg O F : Rollover IRA | PTON | P | 02/19/2021 | 03/01/2021 | $1,001 - $15,000 | 1.00 | PTON0.98 | BuyBuy | Spouse | Feb 19, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 38 | SP | Peloton Interactive, Inc. (PTON) [ST] other: F IlINg S TATuS : New S ubHOlDINg O F : Rollover IRA | PTON | P | 02/08/2021 | 03/01/2021 | $1,001 - $15,000 | 1.00 | PTON0.98 | BuyBuy | Spouse | Feb 8, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 39 | SP | Pfizer, Inc. (PFE) [ST] other: F IlINg S TATuS : New S ubHOlDINg O F : Rollover IRA | PFE | P | 02/01/2021 | 03/01/2021 | $1,001 - $15,000 | 1.00 | PFE0.98 | BuyBuy | Spouse | Feb 1, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 40 | JT | Pfizer, Inc. (PFE) [ST] other: F IlINg S TATuS : New S ubHOlDINg O F : Charles Schwab JT TEN | PFE | S | 02/19/2021 | 03/01/2021 | $1,001 - $15,000 | 1.00 | PFE0.98 | SellSell | Joint | Feb 19, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 41 | JT | Ryder System, Inc. (R) [ST] other: F IlINg S TATuS : New S ubHOlDINg O F : Charles Schwab JT TEN | R | P | 02/19/2021 | 03/01/2021 | $1,001 - $15,000 | 1.00 | R0.98 | BuyBuy | Joint | Feb 19, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 42 | SP | Snap Inc. Class A (SNAP) [ST] other: F IlINg S TATuS : New S ubHOlDINg O F : Rollover IRA | SNAP | S | 02/19/2021 | 03/01/2021 | $1,001 - $15,000 | 1.00 | SNAP0.98 | SellSell | Spouse | Feb 19, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 43 | SP | Snap Inc. Class A (SNAP) [ST] other: F IlINg S TATuS : New S ubHOlDINg O F : Rollover IRA | SNAP | P | 02/08/2021 | 03/01/2021 | $1,001 - $15,000 | 1.00 | SNAP0.98 | BuyBuy | Spouse | Feb 8, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 44 | SP | Tesla, Inc. (TSlA) [ST] other: F IlINg S TATuS : New S ubHOlDINg O F : Rollover IRA | — | P | 02/11/2021 | 03/01/2021 | $50,001 - $100,000 | 1.00 | TSLA0.95 | BuyBuy | Spouse | Feb 11, 2021 | $50,001 - $100,000mid $75K | Stock | modelled |
| 45 | SP | Tesla, Inc. (TSlA) [OP] other: F IlINg S TATuS : New S ubHOlDINg O F : Rollover IRA D ESCRIPTION : call | — | S | 02/11/2021 | 03/01/2021 | $1,001 - $15,000 | 1.00 | TSLA0.95 | SellSell | Spouse | Feb 11, 2021 | $1,001 - $15,000mid $8K | Option | not modelled |
| 46 | SP | Tesla, Inc. (TSlA) [OP] other: F IlINg S TATuS : New S ubHOlDINg O F : Rollover IRA D ESCRIPTION : call | — | S | 02/17/2021 | 03/01/2021 | $1,001 - $15,000 | 1.00 | TSLA0.95 | SellSell | Spouse | Feb 17, 2021 | $1,001 - $15,000mid $8K | Option | not modelled |
| 47 | SP | Tesla, Inc. (TSlA) [ST] other: F IlINg S TATuS : New S ubHOlDINg O F : Rollover IRA D ESCRIPTION : call | — | P | 02/19/2021 | 03/01/2021 | $1,001 - $15,000 | 1.00 | TSLA0.95 | BuyBuy | Spouse | Feb 19, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 48 | SP | Tesla, Inc. (TSlA) [OP] other: F IlINg S TATuS : New S ubHOlDINg O F : Rollover IRA D ESCRIPTION : call | — | S | 02/19/2021 | 03/01/2021 | $1,001 - $15,000 | 1.00 | TSLA0.95 | SellSell | Spouse | Feb 19, 2021 | $1,001 - $15,000mid $8K | Option | not modelled |
| 49 | SP | The Travelers Companies, Inc. (TRV) [ST] other: F IlINg S TATuS : New S ubHOlDINg O F : Rollover IRA | TRV | S | 02/19/2021 | 03/01/2021 | $1,001 - $15,000 | 1.00 | TRV0.98 | SellSell | Spouse | Feb 19, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 50 | SP | The Travelers Companies, Inc. (TRV) [ST] other: F IlINg S TATuS : New S ubHOlDINg O F : Rollover IRA | TRV | P | 02/05/2021 | 03/01/2021 | $1,001 - $15,000 | 1.00 | TRV0.98 | BuyBuy | Spouse | Feb 5, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 51 | JT | Trupanion, Inc. (TRuP) [ST] other: F IlINg S TATuS : New S ubHOlDINg O F : Charles Schwab JT TEN | — | P | 02/16/2021 | 03/01/2021 | $1,001 - $15,000 | 1.00 | TRUP0.95 | BuyBuy | Joint | Feb 16, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 52 | SP | Twitter, Inc. (TWTR) [ST] other: F IlINg S TATuS : New S ubHOlDINg O F : Rollover IRA | TWTR | S | 01/29/2021 | 03/01/2021 | $1,001 - $15,000 | 1.00 | —0.60 | SellSell | Spouse | Jan 29, 2021 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 53 | SP | Twitter, Inc. (TWTR) [ST] other: F IlINg S TATuS : New S ubHOlDINg O F : Rollover IRA | TWTR | S | 01/29/2021 | 03/01/2021 | $1,001 - $15,000 | 1.00 | —0.60 | SellSell | Spouse | Jan 29, 2021 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 54 | SP | united Airlines Holdings, Inc. (uAl) [ST] other: F IlINg S TATuS : New S ubHOlDINg O F : Rollover IRA | — | S | 02/19/2021 | 03/01/2021 | $1,001 - $15,000 | 1.00 | UAL0.95 | SellSell | Spouse | Feb 19, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 55 | SP | united Airlines Holdings, Inc. (uAl) [ST] other: F IlINg S TATuS : New S ubHOlDINg O F : Rollover IRA | — | S | 02/12/2021 | 03/01/2021 | $1,001 - $15,000 | 1.00 | UAL0.95 | SellSell | Spouse | Feb 12, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 56 | SP | Vroom, Inc. (VRM) [ST] other: F IlINg S TATuS : New S ubHOlDINg O F : Rollover IRA | VRM | P | 02/19/2021 | 03/01/2021 | $1,001 - $15,000 | 1.00 | VRM0.98 | BuyBuy | Spouse | Feb 19, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 57 | SP | Vroom, Inc. (VRM) [ST] other: F IlINg S TATuS : New S ubHOlDINg O F : Rollover IRA | VRM | P | 02/01/2021 | 03/01/2021 | $1,001 - $15,000 | 1.00 | VRM0.98 | BuyBuy | Spouse | Feb 1, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 58 | — | Vroom, Inc. (VRM) [ST] other: F IlINg S TATuS : New S ubHOlDINg O F : Rollover IRA | VRM | P | 02/01/2021 | 03/01/2021 | $1,001 - $15,000 | 1.00 | VRM0.98 | BuyBuy | Self | Feb 1, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 59 | — | Vroom, Inc. (VRM) [ST] other: F IlINg S TATuS : New S ubHOlDINg O F : Rollover IRA | VRM | S | 02/09/2021 | 03/01/2021 | $1,001 - $15,000 | 1.00 | VRM0.98 | SellSell | Self | Feb 9, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 60 | SP | Vroom, Inc. (VRM) [ST] other: F IlINg S TATuS : New S ubHOlDINg O F : Rollover IRA | VRM | S | 02/04/2021 | 03/01/2021 | $1,001 - $15,000 | 1.00 | VRM0.98 | SellSell | Spouse | Feb 4, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 61 | SP | Vroom, Inc. (VRM) [ST] other: F IlINg S TATuS : New S ubHOlDINg O F : Rollover IRA | VRM | P | 02/09/2021 | 03/01/2021 | $1,001 - $15,000 | 1.00 | VRM0.98 | BuyBuy | Spouse | Feb 9, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 62 | JT | Walt Disney Company (DIS) [ST] other: F IlINg S TATuS : New S ubHOlDINg O F : Charles Schwab JT TEN | DIS | P | 02/19/2021 | 03/01/2021 | $15,001 - $50,000 | 1.00 | DIS0.98 | BuyBuy | Joint | Feb 19, 2021 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 63 | JT | YETI Holdings, Inc. (YETI) [ST] other: F IlINg S TATuS : New S ubHOlDINg O F : Charles Schwab JT TEN | YETI | S | 02/05/2021 | 03/01/2021 | $1,001 - $15,000 | 1.00 | YETI0.98 | SellSell | Joint | Feb 5, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 64 | SP | Zoom Video Communications, Inc. - Class A (ZM) [ST] other: F IlINg S TATuS : New S ubHOlDINg O F : Rollover IRA | ZM | P | 02/11/2021 | 03/01/2021 | $15,001 - $50,000 | 1.00 | ZM0.98 | BuyBuy | Spouse | Feb 11, 2021 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 65 | SP | Zoom Video Communications, Inc. - Class A (ZM) [ST] other: F IlINg S TATuS : New S ubHOlDINg O F : Rollover IRA | ZM | S | 02/11/2021 | 03/01/2021 | $15,001 - $50,000 | 1.00 | ZM0.98 | SellSell | Spouse | Feb 11, 2021 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 66 | SP | Zoom Video Communications, Inc. - Class A (ZM) [OP] other: F IlINg S TATuS : New S ubHOlDINg O F : Rollover IRA D ESCRIPTION : call | ZM | P | 02/08/2021 | 03/01/2021 | $1,001 - $15,000 | 1.00 | ZM0.98 | BuyBuy | Spouse | Feb 8, 2021 | $1,001 - $15,000mid $8K | Option | not modelled |
| 67 | SP | Zoom Video Communications, Inc. - Class A (ZM) [OP] other: F IlINg S TATuS : New S ubHOlDINg O F : Rollover IRA D ESCRIPTION : call | ZM | P | 02/11/2021 | 03/01/2021 | $1,001 - $15,000 | 1.00 | ZM0.98 | BuyBuy | Spouse | Feb 11, 2021 | $1,001 - $15,000mid $8K | Option | not modelled |