Official filing metadata
- Filer (as printed)
- Hon. David Trone
- Office (as printed)
- MD06
- Chamber
- House
- Filing type
- ptr
- Filing date
- Mar 20, 2023
- Filing year
- 2023
- Document format
Processing (ours)
- Status
- Parsed
- Rows parsed
- 7
- Parser version
- house_pdf_v1
- Fetched
- Sep 9, 2026
- Parsed
- Sep 9, 2026
- Internal id
- 3627
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 · 7
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 | Citigroup Inc. Variable Rate Note [OT] filing_status: New | subholding_of: JP Morgan Investment Account | location: US | description: Fixed Income | — | S | 02/16/2023 | 02/16/2023 | $100,001 - $250,000 | 1.00 | —0.00 | SellSell | Joint | Feb 16, 2023 | $100,001 - $250,000mid $175K | Other | not modelled |
| 2 | JT | Citigroup Inc. Variable Rate Note [OT] filing_status: New | subholding_of: JP Morgan Investment Account | location: US | description: Fixed Income | — | S | 02/16/2023 | 02/16/2023 | $50,001 - $100,000 | 1.00 | —0.00 | SellSell | Joint | Feb 16, 2023 | $50,001 - $100,000mid $75K | Other | not modelled |
| 3 | JT | Goldman Sachs Group Inc [OT] filing_status: New | subholding_of: JP Morgan Investment Account | location: US | description: Fixed Income | — | S | 02/16/2023 | 02/16/2023 | $50,001 - $100,000 | 1.00 | GS0.95 | SellSell | Joint | Feb 16, 2023 | $50,001 - $100,000mid $75K | Other | not modelled |
| 4 | JT | JP Morgan Chase & Company Variable Rate Note [OT] filing_status: New | subholding_of: JP Morgan Investment Account | location: US | description: Fixed Income | — | S | 02/16/2023 | 02/16/2023 | $50,001 - $100,000 | 1.00 | —0.00 | SellSell | Joint | Feb 16, 2023 | $50,001 - $100,000mid $75K | Other | not modelled |
| 5 | JT | JP Morgan Chase & Company Variable Rate Note [OT] filing_status: New | subholding_of: JP Morgan Investment Account | location: US | description: Fixed Income | — | S | 02/16/2023 | 02/16/2023 | $50,001 - $100,000 | 1.00 | —0.00 | SellSell | Joint | Feb 16, 2023 | $50,001 - $100,000mid $75K | Other | not modelled |
| 6 | JT | Morgan Stanley [OT] filing_status: New | subholding_of: JP Morgan Investment Account | location: US | description: Fixed Income | — | S | 02/16/2023 | 02/16/2023 | $100,001 - $250,000 | 1.00 | MS0.95 | SellSell | Joint | Feb 16, 2023 | $100,001 - $250,000mid $175K | Other | not modelled |
| 7 | JT | Wells Fargo & Company Variable Rate Note [OT] filing_status: New | subholding_of: JP Morgan Investment Account | location: US | description: Fixed Income | — | S | 02/16/2023 | 02/16/2023 | $50,001 - $100,000 | 1.00 | —0.00 | SellSell | Joint | Feb 16, 2023 | $50,001 - $100,000mid $75K | Other | not modelled |