Official filing metadata
- Filer (as printed)
- Hon. Lois Frankel
- Office (as printed)
- FL22
- Chamber
- House
- Filing type
- ptr
- Filing date
- Jun 24, 2023
- Filing year
- 2023
- Document format
Processing (ours)
- Status
- Parsed
- Rows parsed
- 19
- Parser version
- house_pdf_v1
- Fetched
- Sep 9, 2026
- Parsed
- Sep 9, 2026
- Internal id
- 3330
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 · 19
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 | — | Alexandria Real Estate Equities, Inc. (ARE) [ST] filing_status: New | subholding_of: Morgan Stanley IRA - X142 | ARE | P | 05/30/2023 | 06/22/2023 | $1,001 - $15,000 | 1.00 | ARE0.98 | BuyBuy | Self | May 30, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 2 | — | Alexandria Real Estate Equities, Inc. (ARE) [ST] filing_status: New | subholding_of: Morgan Stanley IRA - X142 | ARE | P | 05/16/2023 | 06/22/2023 | $1,001 - $15,000 | 1.00 | ARE0.98 | BuyBuy | Self | May 16, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 3 | — | Boston Scientific Corporation (BSX) [ST] filing_status: New | subholding_of: Morgan Stanley IRA - X142 | BSX | P | 05/30/2023 | 06/22/2023 | $1,001 - $15,000 | 1.00 | BSX0.98 | BuyBuy | Self | May 30, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 4 | — | Boston Scientific Corporation (BSX) [ST] filing_status: New | subholding_of: Morgan Stanley IRA - X141 | BSX | S (partial) | 05/31/2023 | 06/22/2023 | $1,001 - $15,000 | 1.00 | BSX0.98 | PartialPartial sale | Self | May 31, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 5 | — | Dollar General Corporation (DG) [ST] filing_status: New | subholding_of: Morgan Stanley IRA - X142 | DG | S (partial) | 06/06/2023 | 06/22/2023 | $1,001 - $15,000 | 1.00 | DG0.98 | PartialPartial sale | Self | Jun 6, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 6 | — | Dominion Energy, Inc. (D) [ST] filing_status: New | subholding_of: Morgan Stanley IRA - X141 | D | P | 06/08/2023 | 06/22/2023 | $1,001 - $15,000 | 1.00 | D0.98 | BuyBuy | Self | Jun 8, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 7 | — | Dominion Energy, Inc. (D) [ST] filing_status: New | subholding_of: Morgan Stanley IRA - X141 | D | P | 06/07/2023 | 06/22/2023 | $1,001 - $15,000 | 1.00 | D0.98 | BuyBuy | Self | Jun 7, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 8 | — | Eversource Energy (ES) [ST] filing_status: New | subholding_of: Morgan Stanley IRA - X142 | ES | P | 06/02/2023 | 06/22/2023 | $1,001 - $15,000 | 1.00 | ES0.98 | BuyBuy | Self | Jun 2, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 9 | — | General Dynamics Corporation (GD) [ST] filing_status: New | subholding_of: Morgan Stanley IRA - X141 | GD | P | 05/24/2023 | 06/22/2023 | $1,001 - $15,000 | 1.00 | GD0.98 | BuyBuy | Self | May 24, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 10 | — | Globe Life Inc. (GL) [ST] filing_status: New | subholding_of: Morgan Stanley IRA - X142 | GL | S (partial) | 06/02/2023 | 06/22/2023 | $1,001 - $15,000 | 1.00 | GL0.98 | PartialPartial sale | Self | Jun 2, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 11 | — | Johnson Controls International plc Ordinary Share (JCI) [ST] filing_status: New | subholding_of: Morgan Stanley IRA - X140 > Commonwealth Allmerica Select Resources II | JCI | S (partial) | 05/24/2023 | 06/22/2023 | $1,001 - $15,000 | 1.00 | JCI0.98 | PartialPartial sale | Self | May 24, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 12 | — | JP Morgan Chase & Co. (JPM) [ST] filing_status: New | subholding_of: Morgan Stanley IRA - X141 | JPM | S (partial) | 06/14/2023 | 06/22/2023 | $1,001 - $15,000 | 1.00 | JPM0.98 | PartialPartial sale | Self | Jun 14, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 13 | — | National Storage Affiliates Trust Common Shares of Beneficial Interest (NSA) [ST] filing_status: New | subholding_of: Morgan Stanley IRA - X142 | NSA | P | 05/22/2023 | 06/22/2023 | $1,001 - $15,000 | 1.00 | NSA0.98 | BuyBuy | Self | May 22, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 14 | — | National Storage Affiliates Trust Common Shares of Beneficial Interest (NSA) [ST] filing_status: New | subholding_of: Morgan Stanley IRA - X142 | NSA | P | 05/19/2023 | 06/22/2023 | $1,001 - $15,000 | 1.00 | NSA0.98 | BuyBuy | Self | May 19, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 15 | — | National Storage Affiliates Trust Common Shares of Beneficial Interest (NSA) [ST] filing_status: New | subholding_of: Morgan Stanley IRA - X142 | NSA | P | 05/16/2023 | 06/22/2023 | $1,001 - $15,000 | 1.00 | NSA0.98 | BuyBuy | Self | May 16, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 16 | — | Sherwin-Williams Company (SHW) [ST] filing_status: New | subholding_of: Morgan Stanley IRA - X141 | SHW | S (partial) | 06/07/2023 | 06/22/2023 | $1,001 - $15,000 | 1.00 | SHW0.98 | PartialPartial sale | Self | Jun 7, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 17 | — | Target Corporation (TGT) [ST] filing_status: New | subholding_of: Morgan Stanley IRA - X141 | TGT | P | 06/14/2023 | 06/22/2023 | $1,001 - $15,000 | 1.00 | TGT0.98 | BuyBuy | Self | Jun 14, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 18 | — | The Cigna Group (CI) [ST] filing_status: New | subholding_of: Morgan Stanley IRA - X141 | CI | P | 05/31/2023 | 06/22/2023 | $1,001 - $15,000 | 1.00 | CI0.98 | BuyBuy | Self | May 31, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 19 | — | W.R. Berkley Corporation (WRB) [ST] filing_status: New | subholding_of: Morgan Stanley IRA - X142 | WRB | P | 05/26/2023 | 06/22/2023 | $1,001 - $15,000 | 1.00 | WRB0.98 | BuyBuy | Self | May 26, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |