Official filing metadata
- Filer (as printed)
- Hon. C. Scott Franklin
- Office (as printed)
- FL18
- Chamber
- House
- Filing type
- ptr
- Filing date
- Oct 12, 2023
- Filing year
- 2023
- Document format
Processing (ours)
- Status
- Parsed
- Rows parsed
- 24
- Parser version
- house_pdf_v1
- Fetched
- Sep 9, 2026
- Parsed
- Sep 9, 2026
- Internal id
- 3334
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 · 24
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 | JT | Alphabet Inc. - Class C Capital Stock (GOOG) [ST] filing_status: New | subholding_of: Fidelity Joint TBE | GOOG | S (partial) | 09/11/2023 | 09/15/2023 | $50,001 - $100,000 | 1.00 | GOOG0.98 | PartialPartial sale | Joint | Sep 11, 2023 | $50,001 - $100,000mid $75K | Stock | modelled |
| 2 | JT | Apple Inc. (AAPL) [ST] filing_status: New | subholding_of: Fidelity Joint TBE | AAPL | S (partial) | 09/11/2023 | 09/15/2023 | $15,001 - $50,000 | 1.00 | AAPL0.98 | PartialPartial sale | Joint | Sep 11, 2023 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 3 | JT | Berkshire Hathaway Inc. New (BRK.B) [ST] filing_status: New | subholding_of: Fidelity Joint TBE | BRK.B | S (partial) | 09/11/2023 | 09/15/2023 | $15,001 - $50,000 | 1.00 | BRK-B0.98 | PartialPartial sale | Joint | Sep 11, 2023 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 4 | JT | Cisco Systems, Inc. (CSCO) [ST] filing_status: New | subholding_of: Fidelity Joint TBE | CSCO | S (partial) | 09/11/2023 | 09/15/2023 | $50,001 - $100,000 | 1.00 | CSCO0.98 | PartialPartial sale | Joint | Sep 11, 2023 | $50,001 - $100,000mid $75K | Stock | modelled |
| 5 | JT | Discover Financial Services (DFS) [ST] filing_status: New | subholding_of: Fidelity Joint TBE | DFS | S | 09/11/2023 | 09/15/2023 | $15,001 - $50,000 | 1.00 | —0.60 | SellSell | Joint | Sep 11, 2023 | $15,001 - $50,000mid $32.5K | Stock | Reviewnot modelled |
| 6 | JT | Fidelity Mid-Cap Stock Fund (FMCSX) [AB] filing_status: New | subholding_of: Fidelity Joint TBE | description: Fidelity Mid-Cap Stock Fund (FMCSX) | FMCSX | S | 09/11/2023 | 09/15/2023 | $1,001 - $15,000 | 1.00 | FMCSX0.98 | SellSell | Joint | Sep 11, 2023 | $1,001 - $15,000mid $8K | Bond | not modelled |
| 7 | JT | Fidelity Money Market Fund - Premium Class [CS] filing_status: New | subholding_of: Fidelity Joint TBE | description: FZDXX is a Fidelity "Prime" money market fund that invests in commercial paper and non-government securities. | — | S | 09/11/2023 | 09/15/2023 | $50,001 - $100,000 | 1.00 | —0.00 | SellSell | Joint | Sep 11, 2023 | $50,001 - $100,000mid $75K | Bond | not modelled |
| 8 | JT | Home Depot, Inc. (HD) [ST] filing_status: New | subholding_of: Fidelity Joint TBE | HD | S (partial) | 09/11/2023 | 09/15/2023 | $15,001 - $50,000 | 1.00 | HD0.98 | PartialPartial sale | Joint | Sep 11, 2023 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 9 | JT | Invesco QQQ Trust, Series 1 (QQQ) [ST] filing_status: New | subholding_of: Fidelity Joint TBE | QQQ | S (partial) | 09/11/2023 | 09/15/2023 | $1,001 - $15,000 | 1.00 | QQQ0.98 | PartialPartial sale | Joint | Sep 11, 2023 | $1,001 - $15,000mid $8K | Etf | modelled |
| 10 | JT | iShares Core S&P Small-Cap ETF (IJR) [ST] filing_status: New | subholding_of: Fidelity Joint TBE | IJR | S | 09/11/2023 | 09/15/2023 | $1,001 - $15,000 | 1.00 | IJR0.98 | SellSell | Joint | Sep 11, 2023 | $1,001 - $15,000mid $8K | Etf | modelled |
| 11 | JT | Johnson & Johnson (JNJ) [ST] filing_status: New | subholding_of: Fidelity Joint TBE | JNJ | S (partial) | 09/11/2023 | 09/15/2023 | $15,001 - $50,000 | 1.00 | JNJ0.98 | PartialPartial sale | Joint | Sep 11, 2023 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 12 | JT | JP Morgan Chase & Co. (JPM) [ST] filing_status: New | subholding_of: Fidelity Joint TBE | JPM | S (partial) | 09/11/2023 | 09/15/2023 | $15,001 - $50,000 | 1.00 | JPM0.98 | PartialPartial sale | Joint | Sep 11, 2023 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 13 | JT | McDonald's Corporation (MCD) [ST] filing_status: New | subholding_of: Fidelity Joint TBE | MCD | S (partial) | 09/11/2023 | 09/15/2023 | $15,001 - $50,000 | 1.00 | MCD0.98 | PartialPartial sale | Joint | Sep 11, 2023 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 14 | JT | Merck & Company, Inc. Common Stock (MRK) [ST] filing_status: New | subholding_of: Fidelity Joint TBE | MRK | S (partial) | 09/11/2023 | 09/15/2023 | $15,001 - $50,000 | 1.00 | MRK0.98 | PartialPartial sale | Joint | Sep 11, 2023 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 15 | JT | Microsoft Corporation (MSFT) [ST] filing_status: New | subholding_of: Fidelity Joint TBE | MSFT | S (partial) | 09/11/2023 | 09/15/2023 | $15,001 - $50,000 | 1.00 | MSFT0.98 | PartialPartial sale | Joint | Sep 11, 2023 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 16 | JT | NextEra Energy, Inc. (NEE) [ST] filing_status: New | subholding_of: Fidelity Joint TBE | NEE | S | 09/11/2023 | 09/15/2023 | $15,001 - $50,000 | 1.00 | NEE0.98 | SellSell | Joint | Sep 11, 2023 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 17 | JT | Pepsico, Inc. (PEP) [ST] filing_status: New | subholding_of: Fidelity Joint TBE | PEP | S (partial) | 09/11/2023 | 09/15/2023 | $15,001 - $50,000 | 1.00 | PEP0.98 | PartialPartial sale | Joint | Sep 11, 2023 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 18 | JT | Pfizer, Inc. (PFE) [ST] filing_status: New | subholding_of: Fidelity Joint TBE | PFE | S | 09/11/2023 | 09/15/2023 | $1,001 - $15,000 | 1.00 | PFE0.98 | SellSell | Joint | Sep 11, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 19 | JT | Procter & Gamble Company (PG) [ST] filing_status: New | subholding_of: Fidelity Joint TBE | PG | S (partial) | 09/11/2023 | 09/15/2023 | $15,001 - $50,000 | 1.00 | PG0.98 | PartialPartial sale | Joint | Sep 11, 2023 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 20 | JT | Starbucks Corporation (SBUX) [ST] filing_status: New | subholding_of: Fidelity Joint TBE | SBUX | S (partial) | 09/11/2023 | 09/15/2023 | $15,001 - $50,000 | 1.00 | SBUX0.98 | PartialPartial sale | Joint | Sep 11, 2023 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 21 | JT | United Parcel Service, Inc. (UPS) [ST] filing_status: New | subholding_of: Fidelity Joint TBE | UPS | S (partial) | 09/11/2023 | 09/15/2023 | $15,001 - $50,000 | 1.00 | UPS0.98 | PartialPartial sale | Joint | Sep 11, 2023 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 22 | JT | UnitedHealth Group Incorporated Common Stock (UNH) [ST] filing_status: New | subholding_of: Fidelity Joint TBE | UNH | S | 09/11/2023 | 09/15/2023 | $15,001 - $50,000 | 1.00 | UNH0.98 | SellSell | Joint | Sep 11, 2023 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 23 | JT | Visa Inc. (V) [ST] filing_status: New | subholding_of: Fidelity Joint TBE | V | S (partial) | 09/11/2023 | 09/15/2023 | $15,001 - $50,000 | 1.00 | V0.98 | PartialPartial sale | Joint | Sep 11, 2023 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 24 | JT | Walmart Inc. (WMT) [ST] filing_status: New | subholding_of: Fidelity Joint TBE | WMT | S (partial) | 09/11/2023 | 09/15/2023 | $15,001 - $50,000 | 1.00 | WMT0.98 | PartialPartial sale | Joint | Sep 11, 2023 | $15,001 - $50,000mid $32.5K | Stock | modelled |