Official filing metadata
- Filer (as printed)
- Hon. Lois Frankel
- Office (as printed)
- FL22
- Chamber
- House
- Filing type
- ptr
- Filing date
- Apr 28, 2023
- Filing year
- 2023
- Document format
Processing (ours)
- Status
- Parsed
- Rows parsed
- 12
- Parser version
- house_pdf_v1
- Fetched
- Sep 9, 2026
- Parsed
- Sep 9, 2026
- Internal id
- 3328
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 · 12
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 | — | American Express Company (AXP) [ST] filing_status: New | subholding_of: Morgan Stanley IRA - X141 | AXP | P | 03/29/2023 | 04/28/2023 | $1,001 - $15,000 | 1.00 | AXP0.98 | BuyBuy | Self | Mar 29, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 2 | — | Bank of Hawaii Corporation (BOH) [ST] filing_status: New | subholding_of: Morgan Stanley IRA - X142 | BOH | S | 03/20/2023 | 04/28/2023 | $1,001 - $15,000 | 1.00 | BOH0.98 | SellSell | Self | Mar 20, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 3 | — | Boston Scientific Corporation (BSX) [ST] filing_status: New | subholding_of: Morgan Stanley IRA - X141 | BSX | S (partial) | 03/29/2023 | 04/28/2023 | $1,001 - $15,000 | 1.00 | BSX0.98 | PartialPartial sale | Self | Mar 29, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 4 | — | ConocoPhillips (COP) [ST] filing_status: New | subholding_of: Morgan Stanley IRA - X141 | COP | P | 03/22/2023 | 04/28/2023 | $1,001 - $15,000 | 1.00 | COP0.98 | BuyBuy | Self | Mar 22, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 5 | — | FIRST REPUBLIC BANK (FRC) [ST] filing_status: New | subholding_of: Morgan Stanley IRA - X142 | FRC | S | 03/16/2023 | 04/28/2023 | $1,001 - $15,000 | 1.00 | —0.90 | SellSell | Self | Mar 16, 2023 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 6 | — | Fluor Corporation (FLR) [ST] filing_status: New | subholding_of: Morgan Stanley IRA - X142 | FLR | S (partial) | 03/16/2023 | 04/28/2023 | $1,001 - $15,000 | 1.00 | FLR0.98 | PartialPartial sale | Self | Mar 16, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 7 | — | Halliburton Company (HAL) [ST] filing_status: New | subholding_of: Morgan Stanley IRA - X142 | HAL | S (partial) | 03/20/2023 | 04/28/2023 | $1,001 - $15,000 | 1.00 | HAL0.98 | PartialPartial sale | Self | Mar 20, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 8 | — | Illinois Tool Works Inc. (ITW) [ST] filing_status: New | subholding_of: Morgan Stanley IRA - X141 | ITW | S (partial) | 03/22/2023 | 04/28/2023 | $1,001 - $15,000 | 1.00 | ITW0.98 | PartialPartial sale | Self | Mar 22, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 9 | — | JP Morgan Chase & Co. (JPM) [ST] filing_status: New | subholding_of: Morgan Stanley IRA - X141 | JPM | P | 03/22/2023 | 04/28/2023 | $1,001 - $15,000 | 1.00 | JPM0.98 | BuyBuy | Self | Mar 22, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 10 | — | Progressive Corporation (PGR) [ST] filing_status: New | subholding_of: Morgan Stanley IRA - X141 | PGR | S (partial) | 03/22/2023 | 04/28/2023 | $1,001 - $15,000 | 1.00 | PGR0.98 | PartialPartial sale | Self | Mar 22, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 11 | — | The Cigna Group (CI) [ST] filing_status: New | subholding_of: Morgan Stanley IRA - X141 | CI | P | 04/05/2023 | 04/28/2023 | $1,001 - $15,000 | 1.00 | CI0.98 | BuyBuy | Self | Apr 5, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 12 | — | Ulta Beauty, Inc. (ULTA) [ST] filing_status: New | subholding_of: Morgan Stanley IRA - X142 | ULTA | S (partial) | 03/16/2023 | 04/28/2023 | $1,001 - $15,000 | 1.00 | ULTA0.98 | PartialPartial sale | Self | Mar 16, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |