Official filing metadata
- Filer (as printed)
- Hon. Byron Donalds
- Office (as printed)
- FL19
- Chamber
- House
- Filing type
- ptr
- Filing date
- Nov 7, 2024
- Filing year
- 2024
- Document format
Processing (ours)
- Status
- Parsed
- Rows parsed
- 8
- Parser version
- house_pdf_v1
- Fetched
- Sep 8, 2026
- Parsed
- Sep 8, 2026
- Internal id
- 3748
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 · 8
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 | — | AppFolio, Inc. - Class A Common Stock (APPF) [ST] filing_status: New | subholding_of: Moran Wealth IRA | APPF | S | 10/01/2024 | 10/08/2024 | $1,001 - $15,000 | 1.00 | APPF0.98 | SellSell | Self | Oct 1, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 2 | SP | AppFolio, Inc. - Class A Common Stock (APPF) [ST] filing_status: New | subholding_of: Moran Wealth IRA | APPF | S | 10/01/2024 | 10/08/2024 | $1,001 - $15,000 | 1.00 | APPF0.98 | SellSell | Spouse | Oct 1, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 3 | SP | McKesson Corporation Common Stock (MCK) [ST] filing_status: New | subholding_of: Moran Wealth IRA | MCK | P | 10/01/2024 | 10/08/2024 | $1,001 - $15,000 | 1.00 | MCK0.98 | BuyBuy | Spouse | Oct 1, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 4 | — | McKesson Corporation Common Stock (MCK) [ST] filing_status: New | subholding_of: Moran Wealth IRA | MCK | P | 10/01/2024 | 10/08/2024 | $1,001 - $15,000 | 1.00 | MCK0.98 | BuyBuy | Self | Oct 1, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 5 | — | Nu Holdings Ltd. Class A Ordinary Shares (NU) [ST] filing_status: New | subholding_of: Moran Wealth IRA | NU | P | 10/01/2024 | 10/08/2024 | $1,001 - $15,000 | 1.00 | NU0.98 | BuyBuy | Self | Oct 1, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 6 | SP | Nu Holdings Ltd. Class A Ordinary Shares (NU) [ST] filing_status: New | subholding_of: Moran Wealth IRA | NU | P | 10/01/2024 | 10/08/2024 | $1,001 - $15,000 | 1.00 | NU0.98 | BuyBuy | Spouse | Oct 1, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 7 | — | Synopsys, Inc. - Common Stock (SNPS) [ST] filing_status: New | subholding_of: Moran Wealth IRA | SNPS | S | 10/01/2024 | 10/08/2024 | $1,001 - $15,000 | 1.00 | SNPS0.98 | SellSell | Self | Oct 1, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 8 | SP | Synopsys, Inc. - Common Stock (SNPS) [ST] filing_status: New | subholding_of: Moran Wealth IRA | SNPS | S | 10/01/2024 | 10/08/2024 | $1,001 - $15,000 | 1.00 | SNPS0.98 | SellSell | Spouse | Oct 1, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |