Official filing metadata
- Filer (as printed)
- Hon. Marie Newman
- Office (as printed)
- IL03
- Chamber
- House
- Filing type
- ptr
- Filing date
- May 9, 2021
- Filing year
- 2021
- Document format
Processing (ours)
- Status
- Parsed
- Rows parsed
- 43
- Parser version
- house_pdf_v1
- Fetched
- Sep 9, 2026
- Parsed
- Sep 9, 2026
- Internal id
- 2407
row 43: 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 · 43
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 | bowX Acquisition Corp. - Class A (bOWX) [ST] other: F IlINg S TATuS : New S ubHOlDINg O F : Rollover IRA | — | P | 04/16/2021 | 05/04/2021 | $1,001 - $15,000 | 1.00 | —0.00 | BuyBuy | Spouse | Apr 16, 2021 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 2 | JT | Chewy, Inc. Class A (CHWY) [ST] other: F IlINg S TATuS : New S ubHOlDINg O F : Charles Schwab JT TEN | CHWY | P | 04/05/2021 | 05/04/2021 | $15,001 - $50,000 | 1.00 | CHWY0.98 | BuyBuy | Joint | Apr 5, 2021 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 3 | JT | Chewy, Inc. Class A (CHWY) [ST] other: F IlINg S TATuS : New S ubHOlDINg O F : Charles Schwab JT TEN | CHWY | S | 04/05/2021 | 05/04/2021 | $15,001 - $50,000 | 1.00 | CHWY0.98 | SellSell | Joint | Apr 5, 2021 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 4 | SP | Coca-Cola Company (KO) [ST] other: F IlINg S TATuS : New S ubHOlDINg O F : Rollover IRA | KO | P | 04/19/2021 | 05/04/2021 | $1,001 - $15,000 | 1.00 | KO0.98 | BuyBuy | Spouse | Apr 19, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 5 | SP | Coinbase global, Inc. - Class A (COIN) [ST] other: F IlINg S TATuS : New S ubHOlDINg O F : Rollover IRA | COIN | P | 04/16/2021 | 05/04/2021 | $15,001 - $50,000 | 1.00 | COIN0.98 | BuyBuy | Spouse | Apr 16, 2021 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 6 | SP | Coinbase global, Inc. - Class A (COIN) [ST] other: F IlINg S TATuS : New S ubHOlDINg O F : Rollover IRA | COIN | S | 04/16/2021 | 05/04/2021 | $15,001 - $50,000 | 1.00 | COIN0.98 | SellSell | Spouse | Apr 16, 2021 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 7 | SP | FedEx Corporation (FDX) [ST] other: F IlINg S TATuS : New S ubHOlDINg O F : Individual 401(K) | FDX | S | 04/01/2021 | 05/04/2021 | $15,001 - $50,000 | 1.00 | FDX0.98 | SellSell | Spouse | Apr 1, 2021 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 8 | SP | FedEx Corporation (FDX) [ST] other: F IlINg S TATuS : New S ubHOlDINg O F : Rollover IRA | FDX | P | 04/05/2021 | 05/04/2021 | $15,001 - $50,000 | 1.00 | FDX0.98 | BuyBuy | Spouse | Apr 5, 2021 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 9 | SP | FedEx Corporation (FDX) [ST] other: F IlINg S TATuS : New S ubHOlDINg O F : Rollover IRA | FDX | S | 04/09/2021 | 05/04/2021 | $15,001 - $50,000 | 1.00 | FDX0.98 | SellSell | Spouse | Apr 9, 2021 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 10 | SP | goPro, Inc. - Class A (gPRO) [ST] other: F IlINg S TATuS : New S ubHOlDINg O F : Rollover IRA | — | P | 04/09/2021 | 05/04/2021 | $1,001 - $15,000 | 1.00 | GPRO0.95 | BuyBuy | Spouse | Apr 9, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 11 | SP | goPro, Inc. - Class A (gPRO) [ST] other: F IlINg S TATuS : New S ubHOlDINg O F : Rollover IRA | — | P | 04/16/2021 | 05/04/2021 | $1,001 - $15,000 | 1.00 | GPRO0.95 | BuyBuy | Spouse | Apr 16, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 12 | SP | Johnson & Johnson (JNJ) [ST] other: F IlINg S TATuS : New S ubHOlDINg O F : Rollover IRA | JNJ | P | 04/13/2021 | 05/04/2021 | $15,001 - $50,000 | 1.00 | JNJ0.98 | BuyBuy | Spouse | Apr 13, 2021 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 13 | SP | Johnson & Johnson (JNJ) [ST] other: F IlINg S TATuS : New S ubHOlDINg O F : Rollover IRA | JNJ | S | 04/23/2021 | 05/04/2021 | $15,001 - $50,000 | 1.00 | JNJ0.98 | SellSell | Spouse | Apr 23, 2021 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 14 | JT | lemonade, Inc. (lMND) [ST] other: F IlINg S TATuS : New S ubHOlDINg O F : Charles Schwab JT TEN | — | S | 04/01/2021 | 05/04/2021 | $1,001 - $15,000 | 1.00 | LMND0.95 | SellSell | Joint | Apr 1, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 15 | SP | Metlife, Inc. (MET) [ST] other: F IlINg S TATuS : New S ubHOlDINg O F : Rollover IRA | MET | S | 04/16/2021 | 05/04/2021 | $1,001 - $15,000 | 1.00 | MET0.98 | SellSell | Spouse | Apr 16, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 16 | SP | Metlife, Inc. (MET) [ST] other: F IlINg S TATuS : New S ubHOlDINg O F : Rollover IRA | MET | P | 04/05/2021 | 05/04/2021 | $1,001 - $15,000 | 1.00 | MET0.98 | BuyBuy | Spouse | Apr 5, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 17 | SP | Netflix, Inc. (NFlX) [ST] other: F IlINg S TATuS : New S ubHOlDINg O F : Rollover IRA | — | P | 04/05/2021 | 05/04/2021 | $50,001 - $100,000 | 1.00 | NFLX0.95 | BuyBuy | Spouse | Apr 5, 2021 | $50,001 - $100,000mid $75K | Stock | modelled |
| 18 | SP | Netflix, Inc. (NFlX) [ST] other: F IlINg S TATuS : New S ubHOlDINg O F : Rollover IRA | — | S | 04/09/2021 | 05/04/2021 | $50,001 - $100,000 | 1.00 | NFLX0.95 | SellSell | Spouse | Apr 9, 2021 | $50,001 - $100,000mid $75K | Stock | modelled |
| 19 | SP | Netflix, Inc. (NFlX) [ST] other: F IlINg S TATuS : New S ubHOlDINg O F : Rollover IRA | — | P | 04/12/2021 | 05/04/2021 | $50,001 - $100,000 | 1.00 | NFLX0.95 | BuyBuy | Spouse | Apr 12, 2021 | $50,001 - $100,000mid $75K | Stock | modelled |
| 20 | JT | Netflix, Inc. (NFlX) [ST] other: F IlINg S TATuS : New S ubHOlDINg O F : Charles Schwab JT TEN | — | P | 04/05/2021 | 05/04/2021 | $50,001 - $100,000 | 1.00 | NFLX0.95 | BuyBuy | Joint | Apr 5, 2021 | $50,001 - $100,000mid $75K | Stock | modelled |
| 21 | JT | Netflix, Inc. (NFlX) [ST] other: F IlINg S TATuS : New S ubHOlDINg O F : Charles Schwab JT TEN | — | S | 04/05/2021 | 05/04/2021 | $50,001 - $100,000 | 1.00 | NFLX0.95 | SellSell | Joint | Apr 5, 2021 | $50,001 - $100,000mid $75K | Stock | modelled |
| 22 | SP | Netflix, Inc. (NFlX) [ST] other: F IlINg S TATuS : New S ubHOlDINg O F : Rollover IRA | — | S | 04/01/2021 | 05/04/2021 | $50,001 - $100,000 | 1.00 | NFLX0.95 | SellSell | Spouse | Apr 1, 2021 | $50,001 - $100,000mid $75K | Stock | modelled |
| 23 | SP | Netflix, Inc. (NFlX) [OP] other: F IlINg S TATuS : New S ubHOlDINg O F : Rollover IRA D ESCRIPTION : Call | — | S | 04/16/2021 | 05/04/2021 | $1,001 - $15,000 | 1.00 | NFLX0.95 | SellSell | Spouse | Apr 16, 2021 | $1,001 - $15,000mid $8K | Option | not modelled |
| 24 | SP | Nike, Inc. (NKE) [ST] other: F IlINg S TATuS : New S ubHOlDINg O F : Rollover IRA | NKE | P | 04/16/2021 | 05/04/2021 | $1,001 - $15,000 | 1.00 | NKE0.98 | BuyBuy | Spouse | Apr 16, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 25 | SP | Peloton Interactive, Inc. (PTON) [ST] other: F IlINg S TATuS : New S ubHOlDINg O F : Rollover IRA | PTON | P | 04/19/2021 | 05/04/2021 | $1,001 - $15,000 | 1.00 | PTON0.98 | BuyBuy | Spouse | Apr 19, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 26 | SP | Peloton Interactive, Inc. (PTON) [ST] other: F IlINg S TATuS : New S ubHOlDINg O F : Rollover IRA | PTON | S | 04/01/2021 | 05/04/2021 | $15,001 - $50,000 | 1.00 | PTON0.98 | SellSell | Spouse | Apr 1, 2021 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 27 | JT | Spotify Technology S.A. Ordinary Shares (SPOT) [ST] other: F IlINg S TATuS : New S ubHOlDINg O F : Charles Schwab JT TEN | SPOT | P | 04/09/2021 | 05/04/2021 | $15,001 - $50,000 | 1.00 | SPOT0.98 | BuyBuy | Joint | Apr 9, 2021 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 28 | JT | Spotify Technology S.A. Ordinary Shares (SPOT) [ST] other: F IlINg S TATuS : New S ubHOlDINg O F : Charles Schwab JT TEN | SPOT | S | 04/13/2021 | 05/04/2021 | $15,001 - $50,000 | 1.00 | SPOT0.98 | SellSell | Joint | Apr 13, 2021 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 29 | JT | Spotify Technology S.A. Ordinary Shares (SPOT) [OP] other: F IlINg S TATuS : New S ubHOlDINg O F : Charles Schwab JT TEN D ESCRIPTION : Call | SPOT | P | 04/13/2021 | 05/04/2021 | $1,001 - $15,000 | 1.00 | SPOT0.98 | BuyBuy | Joint | Apr 13, 2021 | $1,001 - $15,000mid $8K | Option | not modelled |
| 30 | SP | Starbucks Corporation (SbuX) [ST] other: F IlINg S TATuS : New S ubHOlDINg O F : Rollover IRA | — | P | 04/26/2021 | 05/04/2021 | $1,001 - $15,000 | 1.00 | SBUX0.95 | BuyBuy | Spouse | Apr 26, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 31 | SP | TEgNA Inc (TgNA) [ST] other: F IlINg S TATuS : New S ubHOlDINg O F : Rollover IRA | — | P | 04/12/2021 | 05/04/2021 | $1,001 - $15,000 | 1.00 | —0.00 | BuyBuy | Spouse | Apr 12, 2021 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 32 | SP | TEgNA Inc (TgNA) [ST] other: F IlINg S TATuS : New S ubHOlDINg O F : Rollover IRA | — | S | 04/16/2021 | 05/04/2021 | $1,001 - $15,000 | 1.00 | —0.00 | SellSell | Spouse | Apr 16, 2021 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 33 | SP | Tesla, Inc. (TSlA) [ST] other: F IlINg S TATuS : New S ubHOlDINg O F : Rollover IRA | — | P | 04/19/2021 | 05/04/2021 | $50,001 - $100,000 | 1.00 | TSLA0.95 | BuyBuy | Spouse | Apr 19, 2021 | $50,001 - $100,000mid $75K | Stock | modelled |
| 34 | SP | Tesla, Inc. (TSlA) [ST] other: F IlINg S TATuS : New S ubHOlDINg O F : Rollover IRA | — | S | 04/22/2021 | 05/04/2021 | $50,001 - $100,000 | 1.00 | TSLA0.95 | SellSell | Spouse | Apr 22, 2021 | $50,001 - $100,000mid $75K | Stock | modelled |
| 35 | SP | Tesla, Inc. (TSlA) [ST] other: F IlINg S TATuS : New S ubHOlDINg O F : Rollover IRA | — | S | 04/01/2021 | 05/04/2021 | $50,001 - $100,000 | 1.00 | TSLA0.95 | SellSell | Spouse | Apr 1, 2021 | $50,001 - $100,000mid $75K | Stock | modelled |
| 36 | SP | Tesla, Inc. (TSlA) [ST] other: F IlINg S TATuS : New S ubHOlDINg O F : Rollover IRA | — | S | 04/01/2021 | 05/04/2021 | $50,001 - $100,000 | 1.00 | TSLA0.95 | SellSell | Spouse | Apr 1, 2021 | $50,001 - $100,000mid $75K | Stock | modelled |
| 37 | SP | Tesla, Inc. (TSlA) [OP] other: F IlINg S TATuS : New S ubHOlDINg O F : Rollover IRA D ESCRIPTION : Call | — | S | 04/19/2021 | 05/04/2021 | $1,001 - $15,000 | 1.00 | TSLA0.95 | SellSell | Spouse | Apr 19, 2021 | $1,001 - $15,000mid $8K | Option | not modelled |
| 38 | SP | Tesla, Inc. (TSlA) [OP] other: F IlINg S TATuS : New S ubHOlDINg O F : Rollover IRA D ESCRIPTION : Call | — | P | 04/22/2021 | 05/04/2021 | $1,001 - $15,000 | 1.00 | TSLA0.95 | BuyBuy | Spouse | Apr 22, 2021 | $1,001 - $15,000mid $8K | Option | not modelled |
| 39 | SP | under Armour, Inc. Class C (uA) [ST] other: F IlINg S TATuS : New S ubHOlDINg O F : Rollover IRA | — | P | 04/05/2021 | 05/04/2021 | $1,001 - $15,000 | 1.00 | —0.90 | BuyBuy | Spouse | Apr 5, 2021 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 40 | SP | Wayfair Inc. Class A (W) [ST] other: F IlINg S TATuS : New S ubHOlDINg O F : Rollover IRA | W | P | 04/16/2021 | 05/04/2021 | $15,001 - $50,000 | 1.00 | W0.98 | BuyBuy | Spouse | Apr 16, 2021 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 41 | SP | Wayfair Inc. Class A (W) [OP] other: F IlINg S TATuS : New S ubHOlDINg O F : Rollover IRA D ESCRIPTION : Call | W | S | 04/23/2021 | 05/04/2021 | $1,001 - $15,000 | 1.00 | W0.98 | SellSell | Spouse | Apr 23, 2021 | $1,001 - $15,000mid $8K | Option | not modelled |
| 42 | — | Yatra Online, Inc. - Ordinary Shares (YTRA) [ST] other: F IlINg S TATuS : New S ubHOlDINg O F : Rollover IRA | YTRA | P | 04/23/2021 | 05/04/2021 | $1,001 - $15,000 | 1.00 | YTRA0.98 | BuyBuy | Self | Apr 23, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 43 | 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 | S | 04/22/2021 | 05/04/2021 | $1,001 - $15,000 | 0.70 | ZM0.98 | SellSell | Spouse | Apr 22, 2021 | $1,001 - $15,000mid $8K | Option | Reviewnot modelled |