Filing audit view
f9252211-a695-4c37-869a-0e223fce8d88ParsedAmendment
RDan Sullivan · Senate · ptr_amendment · filed Sep 22, 2023
Official filing metadata
- Filer (as printed)
- Daniel S Sullivan
- Office (as printed)
- Sullivan, Dan (Senator)
- Chamber
- Senate
- Filing type
- ptr_amendment
- Filing date
- Sep 22, 2023
- Filing year
- 2023
- Document format
- html
Processing (ours)
- Status
- Parsed
- Rows parsed
- 33
- Parser version
- senate_html_v1
- Fetched
- Sep 8, 2026
- Parsed
- Sep 8, 2026
- Internal id
- 4229
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 · 33
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 | Joint | Accenture Plc Sale part of investment strategy of 3rd party investment professional to exchange individual stocks received after death of filer’s parents for EIFs. | ACN | Sale (Full) | 08/22/2023 | — | $15,001 - $50,000 | 1.00 | ACN0.98 | SellSell | Joint | Aug 22, 2023 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 2 | Joint | Align Technology, Inc. - Common Stock Sale part of investment strategy of 3rd party investment professional to exchange individual stocks for EIFs. | ALGN | Sale (Full) | 08/22/2023 | — | $1,001 - $15,000 | 1.00 | ALGN0.98 | SellSell | Joint | Aug 22, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 3 | Joint | Alphabet Inc. - Class C Capital Stock Sale part of investment strategy of 3rd party investment professional to exchange individual stocks received after death of filer’s parents for EIFs. | GOOG | Sale (Full) | 08/22/2023 | — | $15,001 - $50,000 | 1.00 | GOOG0.98 | SellSell | Joint | Aug 22, 2023 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 4 | Joint | Amazon.com, Inc. - Common Stock Sale part of investment strategy of 3rd party investment professional to exchange individual stocks for EIFs. | AMZN | Sale (Full) | 08/22/2023 | — | $1,001 - $15,000 | 1.00 | AMZN0.98 | SellSell | Joint | Aug 22, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 5 | Joint | American Express Company Sale part of investment strategy of 3rd party investment professional to exchange individual stocks received after death of filer’s parents for EIFs. | AXP | Sale (Full) | 08/22/2023 | — | $1,001 - $15,000 | 1.00 | AXP0.98 | SellSell | Joint | Aug 22, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 6 | Joint | AMETEK, Inc. Sale part of investment strategy of 3rd party investment professional to exchange individual stocks received after death of filer’s parents for EIFs. | AME | Sale (Full) | 08/22/2023 | — | $1,001 - $15,000 | 1.00 | AME0.98 | SellSell | Joint | Aug 22, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 7 | Joint | Amphenol Corp Sale part of investment strategy of 3rd party investment professional to exchange individual stocks received after death of filer’s parents for EIFs. | APH | Sale (Full) | 08/22/2023 | — | $1,001 - $15,000 | 1.00 | APH0.98 | SellSell | Joint | Aug 22, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 8 | Joint | Apple Inc Sale part of investment strategy of 3rd party investment professional to exchange individual stocks received after death of filer’s parents for EIFs. | AAPL | Sale (Full) | 08/22/2023 | — | $15,001 - $50,000 | 1.00 | AAPL0.98 | SellSell | Joint | Aug 22, 2023 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 9 | Joint | Blackrock Inc Sale part of investment strategy of 3rd party investment professional to exchange individual stocks received after death of filer’s parents for EIFs. | BLK | Sale (Full) | 08/22/2023 | — | $1,001 - $15,000 | 1.00 | BLK0.98 | SellSell | Joint | Aug 22, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 10 | Joint | Booking Holdings Inc Sale part of investment strategy of 3rd party investment professional to exchange individual stocks received after death of filer’s parents for EIFs. | BKNG | Sale (Full) | 08/22/2023 | — | $1,001 - $15,000 | 1.00 | BKNG0.98 | SellSell | Joint | Aug 22, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 11 | Joint | Bristol-Myers Squibb Company Sale part of investment strategy of 3rd party investment professional to exchange individual stocks received after death of filer’s parents for EIFs. | BMY | Sale (Full) | 08/22/2023 | — | $1,001 - $15,000 | 1.00 | BMY0.98 | SellSell | Joint | Aug 22, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 12 | Joint | The Charles Schwab Corp Sale part of investment strategy of 3rd party investment professional to exchange individual stocks received after death of filer’s parents for EIFs. | SCHW | Sale (Full) | 08/22/2023 | — | $1,001 - $15,000 | 1.00 | SCHW0.98 | SellSell | Joint | Aug 22, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 13 | Joint | Chevron Corp Sale part of investment strategy of 3rd party investment professional to exchange individual stocks received after death of filer’s parents for EIFs. | CVX | Sale (Full) | 08/22/2023 | — | $1,001 - $15,000 | 1.00 | CVX0.98 | SellSell | Joint | Aug 22, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 14 | Joint | Church & Dwight Company, Inc. Common Stock Sale part of investment strategy of 3rd party investment professional to exchange individual stocks for EIFs. | CHD | Sale (Full) | 08/22/2023 | — | $1,001 - $15,000 | 1.00 | CHD0.98 | SellSell | Joint | Aug 22, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 15 | Joint | Costco Wholesale Corporation - Common Stock Sale part of investment strategy of 3rd party investment professional to exchange individual stocks received after death of filer’s parents for EIFs. | COST | Sale (Full) | 08/22/2023 | — | $1,001 - $15,000 | 1.00 | COST0.98 | SellSell | Joint | Aug 22, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 16 | Joint | CVS Corp Sale part of investment strategy of 3rd party investment professional to exchange individual stocks received after death of filer’s parents for EIFs. | CVS | Sale (Full) | 08/22/2023 | — | $1,001 - $15,000 | 1.00 | CVS0.98 | SellSell | Joint | Aug 22, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 17 | Joint | Honeywell International Inc Sale part of investment strategy of 3rd party investment professional to exchange individual stocks received after death of filer’s parents for EIFs. | HON | Sale (Full) | 08/22/2023 | — | $1,001 - $15,000 | 1.00 | HON0.98 | SellSell | Joint | Aug 22, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 18 | Joint | Johnson & Johnson Sale part of investment strategy of 3rd party investment professional to exchange individual stocks received after death of filer’s parents for EIFs. | JNJ | Sale (Full) | 08/22/2023 | — | $1,001 - $15,000 | 1.00 | JNJ0.98 | SellSell | Joint | Aug 22, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 19 | Joint | JP Morgan Chase & Company Sale part of investment strategy of 3rd party investment professional to exchange individual stocks received after death of filer’s parents for EIFs. | JPM | Sale (Full) | 08/22/2023 | — | $1,001 - $15,000 | 1.00 | JPM0.98 | SellSell | Joint | Aug 22, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 20 | Joint | Laboratory Corp of America Holdings Sale part of investment strategy of 3rd party investment professional to exchange individual stocks received after death of filer’s parents for EIFs. | LH | Sale (Full) | 08/22/2023 | — | $1,001 - $15,000 | 1.00 | LH0.95 | SellSell | Joint | Aug 22, 2023 | $1,001 - $15,000mid $8K | Stock | Reviewmodelled |
| 21 | Joint | Lam Research Corp Sale part of investment strategy of 3rd party investment professional to exchange individual stocks received after death of filer’s parents for EIFs. | LRCX | Sale (Full) | 08/22/2023 | — | $1,001 - $15,000 | 1.00 | LRCX0.98 | SellSell | Joint | Aug 22, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 22 | Joint | Mastercard Inc Sale part of investment strategy of 3rd party investment professional to exchange individual stocks received after death of filer’s parents for EIFs. | MA | Sale (Full) | 08/22/2023 | — | $1,001 - $15,000 | 1.00 | MA0.98 | SellSell | Joint | Aug 22, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 23 | Joint | Microsoft Corp Sale part of investment strategy of 3rd party investment professional to exchange individual stocks received after death of filer’s parents for EIFs. | MSFT | Sale (Full) | 08/22/2023 | — | $50,001 - $100,000 | 1.00 | MSFT0.98 | SellSell | Joint | Aug 22, 2023 | $50,001 - $100,000mid $75K | Stock | modelled |
| 24 | Joint | Northern Trust Corp Sale part of investment strategy of 3rd party investment professional to exchange individual stocks received after death of filer’s parents for EIFs. | NTRS | Sale (Full) | 08/22/2023 | — | $1,001 - $15,000 | 1.00 | NTRS0.98 | SellSell | Joint | Aug 22, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 25 | Joint | Pioneer Natural Resources Company Sale part of investment strategy of 3rd party investment professional to exchange individual stocks received after death of filer’s parents for EIFs. | PXD | Sale (Full) | 08/22/2023 | — | $1,001 - $15,000 | 1.00 | —0.60 | SellSell | Joint | Aug 22, 2023 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 26 | Joint | PNC Financial Services Group, Inc. (The) Common St Sale part of investment strategy of 3rd party investment professional to exchange individual stocks received after death of filer’s parents for EIFs. | PNC | Sale (Full) | 08/22/2023 | — | $1,001 - $15,000 | 1.00 | PNC0.98 | SellSell | Joint | Aug 22, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 27 | Joint | PPG Industries Sale part of investment strategy of 3rd party investment professional to exchange individual stocks received after death of filer’s parents for EIFs. | PPG | Sale (Full) | 08/22/2023 | — | $1,001 - $15,000 | 1.00 | PPG0.98 | SellSell | Joint | Aug 22, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 28 | Joint | Southwest Airlines Company Sale part of investment strategy of 3rd party investment professional to exchange individual stocks received after death of filer’s parents for EIFs. | LUV | Sale (Full) | 08/22/2023 | — | $1,001 - $15,000 | 1.00 | LUV0.98 | SellSell | Joint | Aug 22, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 29 | Joint | Thermo Fisher Scientific Inc Sale part of investment strategy of 3rd party investment professional to exchange individual stocks received after death of filer’s parents for EIFs. | TMO | Sale (Full) | 08/22/2023 | — | $1,001 - $15,000 | 1.00 | TMO0.98 | SellSell | Joint | Aug 22, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 30 | Joint | TJX Companies Sale part of investment strategy of 3rd party investment professional to exchange individual stocks received after death of filer’s parents for EIFs. | TJX | Sale (Full) | 08/22/2023 | — | $15,001 - $50,000 | 1.00 | TJX0.98 | SellSell | Joint | Aug 22, 2023 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 31 | Joint | Tractor Supply Company Sale part of investment strategy of 3rd party investment professional to exchange individual stocks received after death of filer’s parents for EIFs. | TSCO | Sale (Full) | 08/22/2023 | — | $1,001 - $15,000 | 1.00 | TSCO0.98 | SellSell | Joint | Aug 22, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 32 | Joint | Ulta Beauty Inc Sale part of investment strategy of 3rd party investment professional to exchange individual stocks received after death of filer’s parents for EIFs. | ULTA | Sale (Full) | 08/22/2023 | — | $1,001 - $15,000 | 1.00 | ULTA0.98 | SellSell | Joint | Aug 22, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 33 | Joint | Zoetis Inc Cl A Sale part of investment strategy of 3rd party investment professional to exchange individual stocks received after death of filer’s parents for EIFs. | ZTS | Sale (Full) | 08/22/2023 | — | $1,001 - $15,000 | 1.00 | ZTS0.98 | SellSell | Joint | Aug 22, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |