Official filing metadata
- Filer (as printed)
- Hon. Kurt Schrader
- Office (as printed)
- OR05
- Chamber
- House
- Filing type
- ptr
- Filing date
- Dec 8, 2022
- Filing year
- 2022
- Document format
- pdf_image
Processing (ours)
- Status
- Parsed
- Rows parsed
- 68
- Parser version
- ocr_grid_v1
- Fetched
- Sep 9, 2026
- Parsed
- Sep 14, 2026
- Internal id
- 3120
REVIEW OCR 11p, rotation [90]: 68 rows from 11 data pages
Reading this page
This filing is a scanned image. The left half of each row below is our OCR reading of it: text read from the page and the box marked in each column. Each row carries a confidence and, where the reading may be wrong, the reason. Check the official document before relying on a row. The right half is our normalized interpretation.
When the two disagree, the official document wins. Rows flagged for review are kept, never discarded, and the raw text is never edited.
Rows · 68
Left: OCR reading of the scan · Right: normalized
| Read from the scan by OCR · check the document | Normalized · our interpretation | ||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| # | Owner | Asset | Ticker | Type | Tx date | Notified | Amount | Conf. | Ticker | Type | Owner | Tx date | Amount | Class | Flags |
| 1 | — | MICROSOFT CORP | — | P | 11/08/2022 | 12/01/2022 | $1,001 - $15,000 | 0.98 | MSFT0.95 | BuyBuy | Self | Nov 8, 2022 | $1,001 - $15,000mid $8K | Stock | modelled |
| 2 | — | JPMORGAN OCR: type unclear | — | — | 11/08/2022 | 12/01/2022 | $1,001 - $15,000 | 0.30 | JPM0.92 | UnknownUnknown | Self | Nov 8, 2022 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 3 | — | NUVEEN ESG LARGE-CAP | — | S | 11/08/2022 | 12/01/2022 | $15,001 - $50,000 | 0.95 | —0.00 | SellSell | Self | Nov 8, 2022 | $15,001 - $50,000mid $32.5K | Unknown | Reviewnot modelled |
| 4 | — | MAGNA INTL INC | — | P | 11/08/2022 | 12/01/2022 | $1,001 - $15,000 | 0.97 | —0.00 | BuyBuy | Self | Nov 8, 2022 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 5 | — | HOME DEPOT | — | P | 11/25/2022 | 12/01/2022 | $1,001 - $15,000 | 0.96 | HD0.95 | BuyBuy | Self | Nov 25, 2022 | $1,001 - $15,000mid $8K | Stock | modelled |
| 6 | — | EXXON MOBIL | — | S | 11/22/2022 | 12/01/2022 | $1,001 - $15,000 | 0.96 | XOM0.92 | SellSell | Self | Nov 22, 2022 | $1,001 - $15,000mid $8K | Stock | modelled |
| 7 | — | PRINCIPAL FINANCIAL | — | P | 11/11/2022 | 12/01/2022 | $1,001 - $15,000 | 0.94 | PFG0.95 | BuyBuy | Self | Nov 11, 2022 | $1,001 - $15,000mid $8K | Stock | modelled |
| 8 | — | CALVERT US LRG CAP | — | S | 11/08/2022 | 12/01/2022 | $15,001 - $50,000 | 0.91 | —0.00 | SellSell | Self | Nov 8, 2022 | $15,001 - $50,000mid $32.5K | Unknown | Reviewnot modelled |
| 9 | — | CALVERT SMALL CAP | — | S | 11/08/2022 | 12/01/2022 | $15,001 - $50,000 | 0.95 | —0.00 | SellSell | Self | Nov 8, 2022 | $15,001 - $50,000mid $32.5K | Unknown | Reviewnot modelled |
| 10 | — | CSX CORP | — | P | 11/08/2022 | 12/01/2022 | $1,001 - $15,000 | 0.96 | CSX0.98 | BuyBuy | Self | Nov 8, 2022 | $1,001 - $15,000mid $8K | Stock | modelled |
| 11 | — | TEXAS INSTRUMENTS | — | P | 11/08/2022 | 12/01/2022 | $1,001 - $15,000 | 0.97 | TXN0.95 | BuyBuy | Self | Nov 8, 2022 | $1,001 - $15,000mid $8K | Stock | modelled |
| 12 | — | BROADCOMINC | — | P | 11/08/2022 | 12/01/2022 | $1,001 - $15,000 | 0.97 | —0.00 | BuyBuy | Self | Nov 8, 2022 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 13 | — | VANGUARD INTRMDIATE-TERM | — | P | 11/08/2022 | 12/01/2022 | $1,001 - $15,000 | 0.93 | —0.00 | BuyBuy | Self | Nov 8, 2022 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 14 | — | SEAGATE TECH | — | S | 11/08/2022 | 12/01/2022 | $1,001 - $15,000 | 0.99 | —0.00 | SellSell | Self | Nov 8, 2022 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 15 | — | BANK OF NOVA SCOTIA | — | S | 11/08/2022 | 12/01/2022 | $1,001 - $15,000 | 0.96 | BNS0.95 | SellSell | Self | Nov 8, 2022 | $1,001 - $15,000mid $8K | Stock | modelled |
| 16 | — | BLACKROCK | — | P | 11/08/2022 | 12/01/2022 | $1,001 - $15,000 | 0.99 | BLK0.95 | BuyBuy | Self | Nov 8, 2022 | $1,001 - $15,000mid $8K | Stock | modelled |
| 17 | — | FIFTH THIRD BANCORP | — | P | 11/08/2022 | 12/01/2022 | $1,001 - $15,000 | 0.92 | FITB0.95 | BuyBuy | Self | Nov 8, 2022 | $1,001 - $15,000mid $8K | Stock | modelled |
| 18 | — | VANGUARDREALESTATEETF | — | P | 11/08/2022 | 12/01/2022 | $1,001 - $15,000 | 0.96 | —0.00 | BuyBuy | Self | Nov 8, 2022 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 19 | — | ENTERGY CORP | — | P | 11/08/2022 | 12/01/2022 | $1,001 - $15,000 | 0.96 | ETR0.95 | BuyBuy | Self | Nov 8, 2022 | $1,001 - $15,000mid $8K | Stock | modelled |
| 20 | — | ISHARES | — | P | 11/08/2022 | 12/01/2022 | $1,001 - $15,000 | 0.95 | —0.00 | BuyBuy | Self | Nov 8, 2022 | $1,001 - $15,000mid $8K | Etf | not modelled |
| 21 | — | GENL DYNAMICS | — | P | 11/08/2022 | 12/01/2022 | $1,001 - $15,000 | 0.92 | —0.00 | BuyBuy | Self | Nov 8, 2022 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 22 | — | SYNCHRONY FINL | — | P | 11/08/2022 | 12/01/2022 | $1,001 - $15,000 | 0.97 | —0.00 | BuyBuy | Self | Nov 8, 2022 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 23 | — | AMER EXPRESS | — | P | 11/08/2022 | 12/01/2022 | $1,001 - $15,000 | 0.96 | —0.00 | BuyBuy | Self | Nov 8, 2022 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 24 | — | ISHARES RUSSELL 1000 | — | P | 11/08/2022 | 12/01/2022 | $15,001 - $50,000 | 0.94 | —0.00 | BuyBuy | Self | Nov 8, 2022 | $15,001 - $50,000mid $32.5K | Etf | not modelled |
| 25 | — | HEWLETT PACKARD | — | P | 11/08/2022 | 12/01/2022 | $1,001 - $15,000 | 0.96 | —0.90 | BuyBuy | Self | Nov 8, 2022 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 26 | — | VANGUARD MORTGAGE-BACKED | — | P | 11/08/2022 | 12/01/2022 | $1,001 - $15,000 | 0.93 | —0.00 | BuyBuy | Self | Nov 8, 2022 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 27 | — | REALTY INCM CRP | — | P | 11/08/2022 | 12/01/2022 | $1,001 - $15,000 | 0.87 | —0.00 | BuyBuy | Self | Nov 8, 2022 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 28 | — | ISHARES US TREASURY BOND | — | P | 11/08/2022 | 12/01/2022 | $1,001 - $15,000 | 0.99 | —0.00 | BuyBuy | Self | Nov 8, 2022 | $1,001 - $15,000mid $8K | Etf | not modelled |
| 29 | — | KINDER MORGAN INO | — | P | 11/08/2022 | 12/01/2022 | $1,001 - $15,000 | 0.93 | —0.00 | BuyBuy | Self | Nov 8, 2022 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 30 | — | JOHNSON & JOHNSON | — | P | 11/08/2022 | 12/01/2022 | $1,001 - $15,000 | 0.95 | JNJ0.95 | BuyBuy | Self | Nov 8, 2022 | $1,001 - $15,000mid $8K | Stock | modelled |
| 31 | — | ISHARES RUSSELL 1000 | — | P | 11/08/2022 | 12/01/2022 | $15,001 - $50,000 | 0.98 | —0.00 | BuyBuy | Self | Nov 8, 2022 | $15,001 - $50,000mid $32.5K | Etf | not modelled |
| 32 | — | MEDTRONIC | — | P | 11/08/2022 | 12/01/2022 | $1,001 - $15,000 | 0.91 | MDT0.95 | BuyBuy | Self | Nov 8, 2022 | $1,001 - $15,000mid $8K | Stock | modelled |
| 33 | — | CROWN CASTLE INC | — | P | 11/08/2022 | 12/01/2022 | $1,001 - $15,000 | 0.97 | CCI0.95 | BuyBuy | Self | Nov 8, 2022 | $1,001 - $15,000mid $8K | Stock | modelled |
| 34 | — | BRISTOL-MYERS SQUIBB | — | S | 11/08/2022 | 12/01/2022 | $1,001 - $15,000 | 0.97 | BMY0.95 | SellSell | Self | Nov 8, 2022 | $1,001 - $15,000mid $8K | Stock | modelled |
| 35 | — | PEPSICO INC | — | P | 11/08/2022 | 12/01/2022 | $1,001 - $15,000 | 0.96 | PEP0.95 | BuyBuy | Self | Nov 8, 2022 | $1,001 - $15,000mid $8K | Stock | modelled |
| 36 | — | SPDR BLOOMBERG | — | S | 11/08/2022 | 12/01/2022 | $1,001 - $15,000 | 0.83 | —0.00 | SellSell | Self | Nov 8, 2022 | $1,001 - $15,000mid $8K | Etf | not modelled |
| 37 | — | VANGUARD TOTALINTERNATL BOND | — | P | 11/08/2022 | 12/01/2022 | $1,001 - $15,000 | 0.92 | —0.00 | BuyBuy | Self | Nov 8, 2022 | $1,001 - $15,000mid $8K | Bond | not modelled |
| 38 | — | NUVEEN ESG LARGE CAP | — | S | 11/08/2022 | 12/01/2022 | $1,001 - $15,000 | 0.96 | —0.00 | SellSell | Self | Nov 8, 2022 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 39 | — | ISHARES ESG AWARE | — | S | 11/08/2022 | 12/01/2022 | $15,001 - $50,000 | 0.93 | —0.00 | SellSell | Self | Nov 8, 2022 | $15,001 - $50,000mid $32.5K | Etf | not modelled |
| 40 | — | CROWN CASTLE INC | — | P | 11/08/2022 | 12/01/2022 | $1,001 - $15,000 | 0.95 | CCI0.95 | BuyBuy | Self | Nov 8, 2022 | $1,001 - $15,000mid $8K | Stock | modelled |
| 41 | — | BRISTOL-MYERS SQUIBB | — | S | 11/08/2022 | 12/01/2022 | $1,001 - $15,000 | 0.93 | BMY0.95 | SellSell | Self | Nov 8, 2022 | $1,001 - $15,000mid $8K | Stock | modelled |
| 42 | — | PEPSICOINC | — | P | 11/08/2022 | 12/01/2022 | $1,001 - $15,000 | 0.98 | —0.00 | BuyBuy | Self | Nov 8, 2022 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 43 | — | SPDR BLOOMBERG | — | S | 11/08/2022 | 12/01/2022 | $1,001 - $15,000 | 0.89 | —0.00 | SellSell | Self | Nov 8, 2022 | $1,001 - $15,000mid $8K | Etf | not modelled |
| 44 | — | VANGUARD TOTAL INTERNATL BOND | — | P | 11/08/2022 | 12/01/2022 | $1,001 - $15,000 | 0.96 | —0.00 | BuyBuy | Self | Nov 8, 2022 | $1,001 - $15,000mid $8K | Bond | not modelled |
| 45 | — | NUVEEN ESG LARGE CAP | — | S | 11/08/2022 | 12/01/2022 | $1,001 - $15,000 | 0.95 | —0.00 | SellSell | Self | Nov 8, 2022 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 46 | — | ISHARES ESG AWARE | — | S | 11/08/2022 | 12/01/2022 | $15,001 - $50,000 | 0.92 | —0.00 | SellSell | Self | Nov 8, 2022 | $15,001 - $50,000mid $32.5K | Etf | not modelled |
| 47 | — | BROWNADV SUSTAINABLEGROWTH | — | S | 11/08/2022 | 12/01/2022 | $15,001 - $50,000 | 0.95 | —0.00 | SellSell | Self | Nov 8, 2022 | $15,001 - $50,000mid $32.5K | Unknown | Reviewnot modelled |
| 48 | — | CCMCOMMUNITYIMPACTBONDFUND | — | S | 11/08/2022 | 12/01/2022 | $1,001 - $15,000 | 0.96 | —0.00 | SellSell | Self | Nov 8, 2022 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 49 | — | DELAWARE CORPORATE BOND | — | S | 11/08/2022 | 12/01/2022 | $1,001 - $15,000 | 0.97 | —0.00 | SellSell | Self | Nov 8, 2022 | $1,001 - $15,000mid $8K | Bond | not modelled |
| 50 | — | TIAACREFCOREIMPACTBONDFUND | — | S | 11/08/2022 | 12/01/2022 | $15,001 - $50,000 | 0.88 | —0.00 | SellSell | Self | Nov 8, 2022 | $15,001 - $50,000mid $32.5K | Unknown | Reviewnot modelled |
| 51 | — | JPMORGANSTAATEGICINCOMEOPPFUND | — | S | 11/08/2022 | 12/01/2022 | $15,001 - $50,000 | 0.93 | —0.00 | SellSell | Self | Nov 8, 2022 | $15,001 - $50,000mid $32.5K | Unknown | Reviewnot modelled |
| 52 | — | BLACKROCK | — | S | 11/08/2022 | 12/01/2022 | $15,001 - $50,000 | 0.87 | BLK0.95 | SellSell | Self | Nov 8, 2022 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 53 | — | TROWEPRICEEMERGINGMARKETS | — | P | 11/08/2022 | — | $15,001 - $50,000 | 0.85 | —0.00 | BuyBuy | Self | Nov 8, 2022 | $15,001 - $50,000mid $32.5K | Unknown | Reviewnot modelled |
| 54 | — | MFS VALUE FD | — | P | 11/08/2022 | 12/01/2022 | $1,001 - $15,000 | 0.98 | —0.00 | BuyBuy | Self | Nov 8, 2022 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 55 | — | OAKMARK INTL FD | — | P | 11/08/2022 | 12/01/2022 | $1,001 - $15,000 | 0.95 | —0.00 | BuyBuy | Self | Nov 8, 2022 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 56 | — | DELAWARE SMALL CAP | — | P | 11/08/2022 | 12/01/2022 | $1,001 - $15,000 | 0.95 | —0.00 | BuyBuy | Self | Nov 8, 2022 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 57 | — | EDGEWOOD GROWTH FUND | — | P | 11/08/2022 | 12/01/2022 | $1,001 - $15,000 | 0.94 | —0.00 | BuyBuy | Self | Nov 8, 2022 | $1,001 - $15,000mid $8K | Mutual fund | not modelled |
| 58 | — | GS GQG PARTNERS INTL | — | P | 11/08/2022 | 12/01/2022 | $1,001 - $15,000 | 0.94 | —0.00 | BuyBuy | Self | Nov 8, 2022 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 59 | — | — OCR: amount unclear, asset missing | — | E | 11/08/2022 | 12/01/2022 | — | 0.30 | —0.00 | ExchangeExchange | Self | Nov 8, 2022 | — | Unknown | Reviewnot modelled |
| 60 | — | — OCR: type unclear, amount unclear, asset missing | — | — | 11/08/2022 | 12/01/2022 | — | 0.30 | —0.00 | UnknownUnknown | Self | Nov 8, 2022 | — | Unknown | Reviewnot modelled |
| 61 | — | Nextera Energy Inc | — | P | 11/03/2022 | 12/02/2022 | $1,001 - $15,000 | 0.93 | NEE0.95 | BuyBuy | Self | Nov 3, 2022 | $1,001 - $15,000mid $8K | Stock | modelled |
| 62 | — | Schlumberger LTD | — | P | 11/15/2022 | 12/02/2022 | $1,001 - $15,000 | 0.93 | —0.00 | BuyBuy | Self | Nov 15, 2022 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 63 | — | Oracle | — | P | 11/23/2022 | 12/02/2022 | $1,001 - $15,000 | 0.96 | ORCL0.95 | BuyBuy | Self | Nov 23, 2022 | $1,001 - $15,000mid $8K | Stock | modelled |
| 64 | — | American Water Works Co | — | S | 11/03/2022 | 12/02/2022 | $1,001 - $15,000 | 0.94 | AWK0.95 | SellSell | Self | Nov 3, 2022 | $1,001 - $15,000mid $8K | Stock | modelled |
| 65 | — | Conocophillips | — | S | 11/15/2022 | 12/02/2022 | $1,001 - $15,000 | 0.95 | COP0.95 | SellSell | Self | Nov 15, 2022 | $1,001 - $15,000mid $8K | Stock | modelled |
| 66 | — | Catalent Inc | — | S | 11/21/2022 | 12/02/2022 | $1,001 - $15,000 | 0.94 | —0.00 | SellSell | Self | Nov 21, 2022 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 67 | — | Adobe Inc | — | S | 11/23/2022 | 12/02/2022 | $1,001 - $15,000 | 0.91 | ADBE0.95 | SellSell | Self | Nov 23, 2022 | $1,001 - $15,000mid $8K | Stock | modelled |
| 68 | — | Microsoft Corp OCR: amount unclear, layout unrecognised | — | S | 11/23/2022 | — | — | 0.30 | MSFT0.95 | SellSell | Self | Nov 23, 2022 | — | Stock | Reviewnot modelled |