Official filing metadata
- Filer (as printed)
- Hon. C. Scott Franklin
- Office (as printed)
- FL18
- Chamber
- House
- Filing type
- ptr
- Filing date
- Aug 20, 2024
- Filing year
- 2024
- Document format
Processing (ours)
- Status
- Parsed
- Rows parsed
- 73
- Parser version
- house_pdf_v1
- Fetched
- Sep 9, 2026
- Parsed
- Sep 9, 2026
- Internal id
- 3774
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 · 73
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 | — | Accenture plc Class A Ordinary Shares (ACN) [ST] filing_status: New | subholding_of: Fidelity Roth IRA | ACN | P | 08/02/2024 | 08/16/2024 | $1,001 - $15,000 | 1.00 | ACN0.98 | BuyBuy | Self | Aug 2, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 2 | — | Accenture plc Class A Ordinary Shares (ACN) [ST] filing_status: New | subholding_of: Fidelity Traditional IRA | ACN | P | 08/07/2024 | 08/16/2024 | $50,001 - $100,000 | 1.00 | ACN0.98 | BuyBuy | Self | Aug 7, 2024 | $50,001 - $100,000mid $75K | Stock | modelled |
| 3 | — | Air Products and Chemicals, Inc. Common Stock (APD) [ST] filing_status: New | subholding_of: Fidelity Traditional IRA | APD | P | 08/07/2024 | 08/16/2024 | $50,001 - $100,000 | 1.00 | APD0.98 | BuyBuy | Self | Aug 7, 2024 | $50,001 - $100,000mid $75K | Stock | modelled |
| 4 | — | Air Products and Chemicals, Inc. Common Stock (APD) [ST] filing_status: New | subholding_of: Fidelity Roth IRA | APD | P | 08/02/2024 | 08/16/2024 | $1,001 - $15,000 | 1.00 | APD0.98 | BuyBuy | Self | Aug 2, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 5 | — | Alphabet Inc. - Class C Capital Stock (GOOG) [ST] filing_status: New | subholding_of: Fidelity Roth IRA | GOOG | S (partial) | 08/01/2024 | 08/16/2024 | $1,001 - $15,000 | 1.00 | GOOG0.98 | PartialPartial sale | Self | Aug 1, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 6 | — | Amgen Inc. - Common Stock (AMGN) [ST] filing_status: New | subholding_of: Fidelity Traditional IRA | AMGN | P | 08/07/2024 | 08/16/2024 | $50,001 - $100,000 | 1.00 | AMGN0.98 | BuyBuy | Self | Aug 7, 2024 | $50,001 - $100,000mid $75K | Stock | modelled |
| 7 | — | Amgen Inc. - Common Stock (AMGN) [ST] filing_status: New | subholding_of: Fidelity Roth IRA | AMGN | P | 08/02/2024 | 08/16/2024 | $1,001 - $15,000 | 1.00 | AMGN0.98 | BuyBuy | Self | Aug 2, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 8 | — | Apple Inc. - Common Stock (AAPL) [ST] filing_status: New | subholding_of: Fidelity Traditional IRA | AAPL | S (partial) | 08/06/2024 | 08/16/2024 | $15,001 - $50,000 | 1.00 | AAPL0.98 | PartialPartial sale | Self | Aug 6, 2024 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 9 | — | Apple Inc. - Common Stock (AAPL) [ST] filing_status: New | subholding_of: Fidelity Roth IRA | AAPL | S (partial) | 08/01/2024 | 08/16/2024 | $1,001 - $15,000 | 1.00 | AAPL0.98 | PartialPartial sale | Self | Aug 1, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 10 | — | BERKSHIRE HATHAWAY INC COM USD0.0033 CLASS B (BRKB) [OT] filing_status: New | subholding_of: Fidelity Roth IRA | location: US | description: 10 SHARES OF BRKB @ $431.84 | BRKB | S (partial) | 08/01/2024 | 08/16/2024 | $1,001 - $15,000 | 1.00 | —0.90 | PartialPartial sale | Self | Aug 1, 2024 | $1,001 - $15,000mid $8K | Other | Reviewnot modelled |
| 11 | — | BERKSHIRE HATHAWAY INC COM USD0.0033 CLASS B (BRKB) [OT] filing_status: New | subholding_of: Fidelity Traditional IRA | location: US | description: 75 SHARES OF BRKB @ $425.30 | BRKB | S (partial) | 08/06/2024 | 08/16/2024 | $15,001 - $50,000 | 1.00 | —0.90 | PartialPartial sale | Self | Aug 6, 2024 | $15,001 - $50,000mid $32.5K | Other | Reviewnot modelled |
| 12 | — | Chubb Limited Common Stock (CB) [ST] filing_status: New | subholding_of: Fidelity Traditional IRA | CB | P | 08/07/2024 | 08/16/2024 | $50,001 - $100,000 | 1.00 | CB0.98 | BuyBuy | Self | Aug 7, 2024 | $50,001 - $100,000mid $75K | Stock | modelled |
| 13 | — | Chubb Limited Common Stock (CB) [ST] filing_status: New | subholding_of: Fidelity Roth IRA | CB | P | 08/02/2024 | 08/16/2024 | $1,001 - $15,000 | 1.00 | CB0.98 | BuyBuy | Self | Aug 2, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 14 | — | Cisco Systems, Inc. - Common Stock (CSCO) [ST] filing_status: New | subholding_of: Fidelity Roth IRA | CSCO | S | 08/01/2024 | 08/16/2024 | $1,001 - $15,000 | 1.00 | CSCO0.98 | SellSell | Self | Aug 1, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 15 | — | Cisco Systems, Inc. - Common Stock (CSCO) [ST] filing_status: New | subholding_of: Fidelity Traditional IRA | CSCO | S | 08/06/2024 | 08/16/2024 | $50,001 - $100,000 | 1.00 | CSCO0.98 | SellSell | Self | Aug 6, 2024 | $50,001 - $100,000mid $75K | Stock | modelled |
| 16 | — | Costco Wholesale Corporation - Common Stock (COST) [ST] filing_status: New | subholding_of: Fidelity Traditional IRA | COST | S (partial) | 08/06/2024 | 08/16/2024 | $15,001 - $50,000 | 1.00 | COST0.98 | PartialPartial sale | Self | Aug 6, 2024 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 17 | — | Costco Wholesale Corporation - Common Stock (COST) [ST] filing_status: New | subholding_of: Fidelity Roth IRA | COST | S (partial) | 08/01/2024 | 08/16/2024 | $1,001 - $15,000 | 1.00 | COST0.98 | PartialPartial sale | Self | Aug 1, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 18 | — | Discover Financial Services Common Stock (DFS) [ST] filing_status: New | subholding_of: Fidelity Roth IRA | DFS | S | 08/01/2024 | 08/16/2024 | $1,001 - $15,000 | 1.00 | —0.60 | SellSell | Self | Aug 1, 2024 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 19 | — | Discover Financial Services Common Stock (DFS) [ST] filing_status: New | subholding_of: Fidelity Traditional IRA | DFS | S | 08/06/2024 | 08/16/2024 | $50,001 - $100,000 | 1.00 | —0.60 | SellSell | Self | Aug 6, 2024 | $50,001 - $100,000mid $75K | Stock | Reviewnot modelled |
| 20 | — | FIDELITY ADVISOR TOTAL BOND CL Z (FBKWX) [OT] filing_status: New | subholding_of: Fidelity Traditional IRA | location: US | description: 23,545.786 SHARES OF FBKWX @ $9.61 | FBKWX | P | 08/07/2024 | 08/16/2024 | $100,001 - $250,000 | 1.00 | FBKWX0.98 | BuyBuy | Self | Aug 7, 2024 | $100,001 - $250,000mid $175K | Other | not modelled |
| 21 | — | FIDELITY ADVISOR TOTAL BOND CL Z (FBKWX) [OT] filing_status: New | subholding_of: Fidelity Roth IRA | location: US | description: 2,729.145 SHARES OF FBKWZ @ $9.71 | FBKWX | P | 08/02/2024 | 08/16/2024 | $15,001 - $50,000 | 1.00 | FBKWX0.98 | BuyBuy | Self | Aug 2, 2024 | $15,001 - $50,000mid $32.5K | Other | not modelled |
| 22 | SP | FIDELITY CONTRAFUND [OT] filing_status: New | subholding_of: Fidelity Roth IRA | location: US | description: 1044.562 SHARES OF FCNTX @ $18.98 | — | S | 08/06/2024 | 08/16/2024 | $15,001 - $50,000 | 1.00 | FCNTX0.95 | SellSell | Spouse | Aug 6, 2024 | $15,001 - $50,000mid $32.5K | Other | not modelled |
| 23 | SP | FIDELITY FLOATING HIGH RATE INCOME (FFRHX) [OT] filing_status: New | subholding_of: Fidelity Roth IRA | location: US | description: 438.596 SHARES OF FFRHX @ $9.21 | FFRHX | S | 08/06/2024 | 08/16/2024 | $1,001 - $15,000 | 1.00 | FFRHX0.98 | SellSell | Spouse | Aug 6, 2024 | $1,001 - $15,000mid $8K | Other | not modelled |
| 24 | — | FIDELITY MID CAP STOCK [OT] filing_status: New | subholding_of: Fidelity Roth IRA | location: US | description: 50.872 SHARES OF FMCSX @ $41.28 | — | S (partial) | 08/01/2024 | 08/16/2024 | $1,001 - $15,000 | 1.00 | FMCSX0.95 | PartialPartial sale | Self | Aug 1, 2024 | $1,001 - $15,000mid $8K | Other | not modelled |
| 25 | SP | FIDELITY NASDAQ COMPOSITE INDEX ETF (ONEQ) [OT] filing_status: New | subholding_of: Fidelity Roth IRA | location: US | description: 370 SHARES OF ONEQ @ $65.01 | ONEQ | S | 08/06/2024 | 08/16/2024 | $15,001 - $50,000 | 1.00 | ONEQ0.98 | SellSell | Spouse | Aug 6, 2024 | $15,001 - $50,000mid $32.5K | Etf | modelled |
| 26 | SP | FIDELITY QUALITY FACTOR ETF (FQAL) [OT] filing_status: New | subholding_of: Fidelity Roth IRA | location: US | description: 302 SHARES OF FQAL @ $59.92 | FQAL | S | 08/06/2024 | 08/16/2024 | $15,001 - $50,000 | 1.00 | FQAL0.98 | SellSell | Spouse | Aug 6, 2024 | $15,001 - $50,000mid $32.5K | Etf | modelled |
| 27 | — | FIRST TR EXCHANGE-TRADED FD VI SMID RISING ETF [OT] filing_status: New | subholding_of: Fidelity Traditional IRA | location: US | description: 1955 SHARES OF SDVY @ $33.27 | — | P | 08/07/2024 | 08/16/2024 | $50,001 - $100,000 | 1.00 | —0.00 | BuyBuy | Self | Aug 7, 2024 | $50,001 - $100,000mid $75K | Etf | not modelled |
| 28 | — | FIRST TR EXCHANGE-TRADED FD VI SMID RISING ETF [OT] filing_status: New | subholding_of: Fidelity Roth IRA | location: US | description: 230 SHARES OF SDVY @ $34.17 | — | P | 08/02/2024 | 08/16/2024 | $1,001 - $15,000 | 1.00 | —0.00 | BuyBuy | Self | Aug 2, 2024 | $1,001 - $15,000mid $8K | Etf | not modelled |
| 29 | — | General Dynamics Corporation Common Stock (GD) [ST] filing_status: New | subholding_of: Fidelity Roth IRA | GD | P | 08/02/2024 | 08/16/2024 | $1,001 - $15,000 | 1.00 | GD0.98 | BuyBuy | Self | Aug 2, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 30 | — | General Dynamics Corporation Common Stock (GD) [ST] filing_status: New | subholding_of: Fidelity Traditional IRA | GD | P | 08/07/2024 | 08/16/2024 | $50,001 - $100,000 | 1.00 | GD0.98 | BuyBuy | Self | Aug 7, 2024 | $50,001 - $100,000mid $75K | Stock | modelled |
| 31 | — | INVESCO EXCHANGE TRADED FD TR II NASDAQ 100 ETF (QQQM) [OT] filing_status: New | subholding_of: Fidelity Traditional IRA | location: US | description: 360 SHARES OF QQQM @ $180.18 | QQQM | P | 08/07/2024 | 08/16/2024 | $50,001 - $100,000 | 1.00 | QQQM0.98 | BuyBuy | Self | Aug 7, 2024 | $50,001 - $100,000mid $75K | Etf | modelled |
| 32 | — | INVESCO EXCHANGE TRADED FD TR II NASDAQ 100 ETF (QQQM) [OT] filing_status: New | subholding_of: Fidelity Roth IRA | location: US | description: 40 SHARES OF QQQM @ $184.65 | QQQM | P | 08/02/2024 | 08/16/2024 | $1,001 - $15,000 | 1.00 | QQQM0.98 | BuyBuy | Self | Aug 2, 2024 | $1,001 - $15,000mid $8K | Etf | modelled |
| 33 | — | INVESCO QQQ TR UNIT SER 1 [OT] filing_status: New | subholding_of: Fidelity Roth IRA | location: US | description: 40 SHARES OF QQQ @ $457.41 | — | S | 08/01/2024 | 08/16/2024 | $15,001 - $50,000 | 1.00 | —0.00 | SellSell | Self | Aug 1, 2024 | $15,001 - $50,000mid $32.5K | Etf | not modelled |
| 34 | — | INVESCO QQQ TR UNIT SER 1 (QQQ) [OT] filing_status: New | subholding_of: Fidelity Traditional IRA | location: US | description: 300 SHARES OF QQQ @ $443.78 | QQQ | S | 08/06/2024 | 08/16/2024 | $100,001 - $250,000 | 1.00 | QQQ0.98 | SellSell | Self | Aug 6, 2024 | $100,001 - $250,000mid $175K | Etf | modelled |
| 35 | SP | ISHARES CORE S&P 500 ETF [OT] filing_status: New | subholding_of: Fidelity Roth IRA | location: US | description: 80 SHARES OF IVV @ $529.54 | — | S | 08/06/2024 | 08/16/2024 | $15,001 - $50,000 | 1.00 | IVV0.95 | SellSell | Spouse | Aug 6, 2024 | $15,001 - $50,000mid $32.5K | Etf | modelled |
| 36 | — | IShares Core S&P Small Cap E [OT] filing_status: New | subholding_of: Fidelity Roth IRA | location: US | description: 100 SHARES OF IJR @ $114.35 | — | S | 08/01/2024 | 08/16/2024 | $1,001 - $15,000 | 1.00 | —0.87 | SellSell | Self | Aug 1, 2024 | $1,001 - $15,000mid $8K | Etf | Reviewnot modelled |
| 37 | SP | ISHARES CORE S&P SMALL CAP E (IJR) [OT] filing_status: New | subholding_of: Fidelity Roth IRA | location: US | description: 40 SHARES OF IJR @ $109.44 | IJR | S | 08/06/2024 | 08/16/2024 | $1,001 - $15,000 | 1.00 | IJR0.98 | SellSell | Spouse | Aug 6, 2024 | $1,001 - $15,000mid $8K | Etf | modelled |
| 38 | — | ISHARES CORE S&P SMALL CAP E (IJR) [OT] filing_status: New | subholding_of: Fidelity Traditional IRA | location: US | description: 750 SHARES OF IJR @ $109.44 | IJR | S | 08/06/2024 | 08/16/2024 | $50,001 - $100,000 | 1.00 | IJR0.98 | SellSell | Self | Aug 6, 2024 | $50,001 - $100,000mid $75K | Etf | modelled |
| 39 | SP | ISHARES TRUST CORE DIVID GWTH (DGRO) [OT] filing_status: New | subholding_of: Fidelity Roth IRA | location: US | description: 275 SHARES OF DGRO @ $58.55 | DGRO | S | 08/06/2024 | 08/16/2024 | $15,001 - $50,000 | 1.00 | DGRO0.98 | SellSell | Spouse | Aug 6, 2024 | $15,001 - $50,000mid $32.5K | Etf | modelled |
| 40 | — | Johnson & Johnson Common Stock (JNJ) [ST] filing_status: New | subholding_of: Fidelity Traditional IRA | JNJ | P | 08/07/2024 | 08/16/2024 | $15,001 - $50,000 | 1.00 | JNJ0.98 | BuyBuy | Self | Aug 7, 2024 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 41 | — | Johnson & Johnson Common Stock (JNJ) [ST] filing_status: New | subholding_of: Fidelity Roth IRA | JNJ | P | 08/02/2024 | 08/16/2024 | $1,001 - $15,000 | 1.00 | JNJ0.98 | BuyBuy | Self | Aug 2, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 42 | — | JP Morgan Chase & Co. Common Stock (JPM) [ST] filing_status: New | subholding_of: Fidelity Roth IRA | JPM | S (partial) | 08/01/2024 | 08/16/2024 | $1,001 - $15,000 | 1.00 | JPM0.98 | PartialPartial sale | Self | Aug 1, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 43 | — | JP Morgan Chase & Co. Common Stock (JPM) [ST] filing_status: New | subholding_of: Fidelity Traditional IRA | JPM | S (partial) | 08/06/2024 | 08/16/2024 | $15,001 - $50,000 | 1.00 | JPM0.98 | PartialPartial sale | Self | Aug 6, 2024 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 44 | — | Kenvue Inc. Common Stock (KVUE) [ST] filing_status: New | subholding_of: Fidelity Traditional IRA | KVUE | S | 08/06/2024 | 08/16/2024 | $1,001 - $15,000 | 1.00 | KVUE0.98 | SellSell | Self | Aug 6, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 45 | — | Kenvue Inc. Common Stock (KVUE) [ST] filing_status: New | subholding_of: Fidelity Roth IRA | KVUE | S | 08/01/2024 | 08/16/2024 | $447.03 | 1.00 | KVUE0.98 | SellSell | Self | Aug 1, 2024 | $447.03 | Stock | Reviewnot modelled |
| 46 | — | Lockheed Martin Corporation Common Stock (LMT) [ST] filing_status: New | subholding_of: Fidelity Roth IRA | LMT | S (partial) | 08/01/2024 | 08/16/2024 | $1,001 - $15,000 | 1.00 | LMT0.98 | PartialPartial sale | Self | Aug 1, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 47 | — | LORD ABBETT SHORT DURATION HIGH YLD I (LSYIX) [OT] filing_status: New | subholding_of: Fidelity Roth IRA | location: US | description: 798.576 SHARES OF LSYIX @ $9.83 | LSYIX | P | 08/02/2024 | 08/16/2024 | $1,001 - $15,000 | 1.00 | LSYIX0.98 | BuyBuy | Self | Aug 2, 2024 | $1,001 - $15,000mid $8K | Other | not modelled |
| 48 | — | LORD ABBETT SHORT DURATION HIGH YLD I (LSYIX) [OT] filing_status: New | subholding_of: Fidelity Traditional IRA | location: US | description: 6383.792 SHARES OF LSYIX @ $9.81 | LSYIX | P | 08/07/2024 | 08/16/2024 | $50,001 - $100,000 | 1.00 | LSYIX0.98 | BuyBuy | Self | Aug 7, 2024 | $50,001 - $100,000mid $75K | Other | not modelled |
| 49 | — | LORD ABBETT ULTRA SHORT BOND CL I [OT] filing_status: New | subholding_of: Fidelity Traditional IRA | location: US | description: 12,703.252 SHARES OF LUBYX @ $10.01 | — | S | 08/06/2024 | 08/16/2024 | $100,001 - $250,000 | 1.00 | —0.90 | SellSell | Self | Aug 6, 2024 | $100,001 - $250,000mid $175K | Other | Reviewnot modelled |
| 50 | — | Lord Abbott Ultra Short Bond CL I [CS] filing_status: New | subholding_of: Fidelity Roth IRA | description: 1,272.642 SHARES OF LUBYX @ $10.01 | — | S | 08/01/2024 | 08/16/2024 | $1,001 - $15,000 | 1.00 | —0.83 | SellSell | Self | Aug 1, 2024 | $1,001 - $15,000mid $8K | Bond | Reviewnot modelled |
| 51 | SP | Lord Abbott Ultra Short Bond CL I (LUBYX) [OT] filing_status: New | subholding_of: Fidelity Roth IRA | location: US | description: 660.559 SHARES OF LUBYX @ $10.01 | LUBYX | S | 08/06/2024 | 08/16/2024 | $1,001 - $15,000 | 1.00 | LUBYX0.98 | SellSell | Spouse | Aug 6, 2024 | $1,001 - $15,000mid $8K | Other | not modelled |
| 52 | — | McDonald's Corporation Common Stock (MCD) [ST] filing_status: New | subholding_of: Fidelity Traditional IRA | MCD | P | 08/07/2024 | 08/16/2024 | $1,001 - $15,000 | 1.00 | MCD0.98 | BuyBuy | Self | Aug 7, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 53 | — | McDonald's Corporation Common Stock (MCD) [ST] filing_status: New | subholding_of: Fidelity Roth IRA | MCD | P | 08/02/2024 | 08/16/2024 | $1,001 - $15,000 | 1.00 | MCD0.98 | BuyBuy | Self | Aug 2, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 54 | — | Merck & Company, Inc. Common Stock (MRK) [ST] filing_status: New | subholding_of: Fidelity Roth IRA | MRK | P | 08/02/2024 | 08/16/2024 | $1,001 - $15,000 | 1.00 | MRK0.98 | BuyBuy | Self | Aug 2, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 55 | — | Microsoft Corporation - Common Stock (MSFT) [ST] filing_status: New | subholding_of: Fidelity Traditional IRA | MSFT | S (partial) | 08/06/2024 | 08/16/2024 | $15,001 - $50,000 | 1.00 | MSFT0.98 | PartialPartial sale | Self | Aug 6, 2024 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 56 | — | NextEra Energy, Inc. Common Stock (NEE) [ST] filing_status: New | subholding_of: Fidelity Traditional IRA | NEE | S | 08/06/2024 | 08/16/2024 | $50,001 - $100,000 | 1.00 | NEE0.98 | SellSell | Self | Aug 6, 2024 | $50,001 - $100,000mid $75K | Stock | modelled |
| 57 | — | NextEra Energy, Inc. Common Stock (NEE) [ST] filing_status: New | subholding_of: Fidelity Roth IRA | NEE | S | 08/01/2024 | 08/16/2024 | $1,001 - $15,000 | 1.00 | NEE0.98 | SellSell | Self | Aug 1, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 58 | — | Pepsico, Inc. (PEP) [ST] filing_status: New | subholding_of: Fidelity Roth IRA | PEP | P | 08/02/2024 | 08/16/2024 | $1,001 - $15,000 | 1.00 | PEP0.98 | BuyBuy | Self | Aug 2, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 59 | — | Pfizer, Inc. Common Stock (PFE) [ST] filing_status: New | subholding_of: Fidelity Roth IRA | PFE | S | 08/01/2024 | 08/16/2024 | $1,001 - $15,000 | 1.00 | PFE0.98 | SellSell | Self | Aug 1, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 60 | — | Pfizer, Inc. Common Stock (PFE) [ST] filing_status: New | subholding_of: Fidelity Traditional IRA | PFE | S | 08/06/2024 | 08/16/2024 | $15,001 - $50,000 | 1.00 | PFE0.98 | SellSell | Self | Aug 6, 2024 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 61 | — | Procter & Gamble Company (PG) [ST] filing_status: New | subholding_of: Fidelity Roth IRA | PG | P | 08/02/2024 | 08/16/2024 | $1,001 - $15,000 | 1.00 | PG0.98 | BuyBuy | Self | Aug 2, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 62 | — | Starbucks Corporation - Common Stock (SBUX) [ST] filing_status: New | subholding_of: Fidelity Roth IRA | SBUX | P | 08/02/2024 | 08/16/2024 | $1,001 - $15,000 | 1.00 | SBUX0.98 | BuyBuy | Self | Aug 2, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 63 | JT | Starbucks Corporation - Common Stock (SBUX) [ST] filing_status: New | subholding_of: Fidelity Joint TBE | SBUX | S | 08/14/2024 | 08/16/2024 | $1,001 - $15,000 | 1.00 | SBUX0.98 | SellSell | Joint | Aug 14, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 64 | — | Starbucks Corporation - Common Stock (SBUX) [ST] filing_status: New | subholding_of: Fidelity Roth IRA | SBUX | S | 08/14/2024 | 08/16/2024 | $1,001 - $15,000 | 1.00 | SBUX0.98 | SellSell | Self | Aug 14, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 65 | — | Starbucks Corporation - Common Stock (SBUX) [ST] filing_status: New | subholding_of: Fidelity Traditional IRA | SBUX | S | 08/14/2024 | 08/16/2024 | $100,001 - $250,000 | 1.00 | SBUX0.98 | SellSell | Self | Aug 14, 2024 | $100,001 - $250,000mid $175K | Stock | modelled |
| 66 | — | Starbucks Corporation - Common Stock (SBUX) [ST] filing_status: New | subholding_of: Fidelity Traditional IRA | SBUX | P | 08/07/2024 | 08/16/2024 | $15,001 - $50,000 | 1.00 | SBUX0.98 | BuyBuy | Self | Aug 7, 2024 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 67 | SP | Starbucks Corporation - Common Stock (SBUX) [ST] filing_status: New | subholding_of: Fidelity Roth IRA | SBUX | S | 08/14/2024 | 08/16/2024 | $1,001 - $15,000 | 1.00 | SBUX0.98 | SellSell | Spouse | Aug 14, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 68 | — | The Hershey Company Common Stock (HSY) [ST] filing_status: New | subholding_of: Fidelity Traditional IRA | HSY | P | 08/07/2024 | 08/16/2024 | $50,001 - $100,000 | 1.00 | HSY0.98 | BuyBuy | Self | Aug 7, 2024 | $50,001 - $100,000mid $75K | Stock | modelled |
| 69 | — | The Hershey Company Common Stock (HSY) [ST] filing_status: New | subholding_of: Fidelity Roth IRA | HSY | P | 08/02/2024 | 08/23/2024 | $1,001 - $15,000 | 1.00 | HSY0.98 | BuyBuy | Self | Aug 2, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 70 | — | United Parcel Service, Inc. Common Stock (UPS) [ST] filing_status: New | subholding_of: Fidelity Roth IRA | UPS | P | 08/02/2024 | 08/16/2024 | $1,001 - $15,000 | 1.00 | UPS0.98 | BuyBuy | Self | Aug 2, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |
| 71 | — | United Parcel Service, Inc. Common Stock (UPS) [ST] filing_status: New | subholding_of: Fidelity Traditional IRA | UPS | P | 08/07/2024 | 08/16/2024 | $15,001 - $50,000 | 1.00 | UPS0.98 | BuyBuy | Self | Aug 7, 2024 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 72 | — | Walmart Inc. Common Stock (WMT) [ST] filing_status: New | subholding_of: Fidelity Traditional IRA | WMT | S (partial) | 08/06/2024 | 08/16/2024 | $15,001 - $50,000 | 1.00 | WMT0.98 | PartialPartial sale | Self | Aug 6, 2024 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 73 | — | Walmart Inc. Common Stock (WMT) [ST] filing_status: New | subholding_of: Fidelity Roth IRA | WMT | S (partial) | 08/01/2024 | 08/16/2024 | $1,001 - $15,000 | 1.00 | WMT0.98 | PartialPartial sale | Self | Aug 1, 2024 | $1,001 - $15,000mid $8K | Stock | modelled |