Official filing metadata
- Filer (as printed)
- Hon. Scott Mr Franklin
- Office (as printed)
- FL18
- Chamber
- House
- Filing type
- ptr
- Filing date
- Mar 7, 2023
- Filing year
- 2023
- Document format
Processing (ours)
- Status
- Parsed
- Rows parsed
- 20
- Parser version
- house_pdf_v1
- Fetched
- Sep 9, 2026
- Parsed
- Sep 9, 2026
- Internal id
- 3335
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 · 20
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 | Apple Inc. (AAPL) [ST] filing_status: New | subholding_of: Fidelity Joint TBE | AAPL | S (partial) | 02/15/2023 | 02/22/2023 | $15,001 - $50,000 | 1.00 | AAPL0.98 | PartialPartial sale | Joint | Feb 15, 2023 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 2 | JT | Berkshire Hathaway Inc. (BRK.A) [ST] filing_status: New | subholding_of: Fidelity Joint TBE | BRK.A | S (partial) | 02/21/2023 | 02/22/2023 | $15,001 - $50,000 | 1.00 | BRK-A0.98 | PartialPartial sale | Joint | Feb 21, 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) | 02/15/2023 | 02/22/2023 | $50,001 - $100,000 | 1.00 | BRK-B0.98 | PartialPartial sale | Joint | Feb 15, 2023 | $50,001 - $100,000mid $75K | Stock | modelled |
| 4 | JT | Cisco Systems, Inc. (CSCO) [ST] filing_status: New | subholding_of: Fidelity Joint TBE | CSCO | S (partial) | 02/15/2023 | 02/22/2023 | $15,001 - $50,000 | 1.00 | CSCO0.98 | PartialPartial sale | Joint | Feb 15, 2023 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 5 | JT | Comcast Corporation - Class A (CMCSA) [ST] filing_status: New | subholding_of: Fidelity Joint TBE | CMCSA | S | 02/15/2023 | 02/22/2023 | $50,001 - $100,000 | 1.00 | CMCSA0.98 | SellSell | Joint | Feb 15, 2023 | $50,001 - $100,000mid $75K | Stock | modelled |
| 6 | JT | Invesco QQQ Trust, Series 1 (QQQ) [ST] filing_status: New | subholding_of: Fidelity Joint TBE | QQQ | S (partial) | 02/15/2023 | 02/22/2023 | $50,001 - $100,000 | 1.00 | QQQ0.98 | PartialPartial sale | Joint | Feb 15, 2023 | $50,001 - $100,000mid $75K | Etf | modelled |
| 7 | JT | Invesco QQQ Trust, Series 1 (QQQ) [ST] filing_status: New | subholding_of: Fidelity Joint TBE | QQQ | S (partial) | 02/21/2023 | 02/22/2023 | $1,001 - $15,000 | 1.00 | QQQ0.98 | PartialPartial sale | Joint | Feb 21, 2023 | $1,001 - $15,000mid $8K | Etf | modelled |
| 8 | JT | iShares Core S&P Small-Cap ETF (IJR) [ST] filing_status: New | subholding_of: Fidelity Joint TBE | IJR | S (partial) | 02/15/2023 | 02/22/2023 | $50,001 - $100,000 | 1.00 | IJR0.98 | PartialPartial sale | Joint | Feb 15, 2023 | $50,001 - $100,000mid $75K | Etf | modelled |
| 9 | JT | JP Morgan Chase & Co. (JPM) [ST] filing_status: New | subholding_of: Fidelity Joint TBE | JPM | S (partial) | 02/15/2023 | 02/22/2023 | $50,001 - $100,000 | 1.00 | JPM0.98 | PartialPartial sale | Joint | Feb 15, 2023 | $50,001 - $100,000mid $75K | Stock | modelled |
| 10 | JT | Medtronic plc. Ordinary Shares (MDT) [ST] filing_status: New | subholding_of: Fidelity Joint TBE | MDT | S | 02/15/2023 | 02/22/2023 | $50,001 - $100,000 | 1.00 | MDT0.98 | SellSell | Joint | Feb 15, 2023 | $50,001 - $100,000mid $75K | Stock | modelled |
| 11 | JT | Microsoft Corporation (MSFT) [ST] filing_status: New | subholding_of: Fidelity Joint TBE | MSFT | S (partial) | 02/15/2023 | 02/22/2023 | $15,001 - $50,000 | 1.00 | MSFT0.98 | PartialPartial sale | Joint | Feb 15, 2023 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 12 | JT | Microsoft Corporation (MSFT) [ST] filing_status: New | subholding_of: Fidelity Joint TBE | MSFT | S (partial) | 02/21/2023 | 02/22/2023 | $15,001 - $50,000 | 1.00 | MSFT0.98 | PartialPartial sale | Joint | Feb 21, 2023 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 13 | JT | NextEra Energy, Inc. (NEE) [ST] filing_status: New | subholding_of: Fidelity Joint TBE | NEE | S (partial) | 02/15/2023 | 02/22/2023 | $15,001 - $50,000 | 1.00 | NEE0.98 | PartialPartial sale | Joint | Feb 15, 2023 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 14 | JT | Pfizer, Inc. (PFE) [ST] filing_status: New | subholding_of: Fidelity Joint TBE | PFE | S (partial) | 02/15/2023 | 02/22/2023 | $15,001 - $50,000 | 1.00 | PFE0.98 | PartialPartial sale | Joint | Feb 15, 2023 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 15 | JT | PNC Financial Services Group, Inc. (PNC) [ST] filing_status: New | subholding_of: Fidelity Joint TBE | PNC | S | 02/15/2023 | 02/22/2023 | $15,001 - $50,000 | 1.00 | PNC0.98 | SellSell | Joint | Feb 15, 2023 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 16 | JT | Starbucks Corporation (SBUX) [ST] filing_status: New | subholding_of: Fidelity Joint TBE | SBUX | S (partial) | 02/15/2023 | 02/22/2023 | $50,001 - $100,000 | 1.00 | SBUX0.98 | PartialPartial sale | Joint | Feb 15, 2023 | $50,001 - $100,000mid $75K | Stock | modelled |
| 17 | JT | United Parcel Service, Inc. (UPS) [ST] filing_status: New | subholding_of: Fidelity Joint TBE | UPS | S | 02/15/2023 | 02/22/2023 | $15,001 - $50,000 | 1.00 | UPS0.98 | SellSell | Joint | Feb 15, 2023 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 18 | JT | UnitedHealth Group Incorporated Common Stock (UNH) [ST] filing_status: New | subholding_of: Fidelity Joint TBE | UNH | S (partial) | 02/15/2023 | 02/22/2023 | $15,001 - $50,000 | 1.00 | UNH0.98 | PartialPartial sale | Joint | Feb 15, 2023 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 19 | JT | Verizon Communications Inc. (VZ) [ST] filing_status: New | subholding_of: Fidelity Joint TBE | VZ | S | 02/15/2023 | 02/22/2023 | $50,001 - $100,000 | 1.00 | VZ0.98 | SellSell | Joint | Feb 15, 2023 | $50,001 - $100,000mid $75K | Stock | modelled |
| 20 | JT | Walmart Inc. (WMT) [ST] filing_status: New | subholding_of: Fidelity Joint TBE | WMT | S (partial) | 02/21/2023 | 02/22/2023 | $15,001 - $50,000 | 1.00 | WMT0.98 | PartialPartial sale | Joint | Feb 21, 2023 | $15,001 - $50,000mid $32.5K | Stock | modelled |