Official filing metadata
- Filer (as printed)
- Hon. Rob Bresnahan
- Office (as printed)
- PA08
- Chamber
- House
- Filing type
- ptr
- Filing date
- Dec 19, 2025
- Filing year
- 2025
- Document format
Processing (ours)
- Status
- Parsed
- Rows parsed
- 12
- Parser version
- house_pdf_v1
- Fetched
- Sep 8, 2026
- Parsed
- Sep 8, 2026
- Internal id
- 425
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 · 12
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 | — | Berkshire Hathaway Inc. New Common Stock (BRK.B) [ST] filing_status: New | subholding_of: LPL Account I | description: Buy to Close Covered Call Contract | comments: All investment decisions related to my personal financial portfolio are delegated to professional financial advisors. I have no role in, nor am informed of, specific investment decisions prior to their execution. Accordingly, this transaction was planned and executed by a financial advisor. | BRK.B | S | 11/19/2025 | 12/01/2025 | $50,001 - $100,000 | 1.00 | BRK-B0.98 | SellSell | Self | Nov 19, 2025 | $50,001 - $100,000mid $75K | Stock | modelled |
| 2 | — | BRKB Option [OT] filing_status: New | subholding_of: LPL Account I | location: US | description: CALL BERKSHIRE CL B NEW $380 EXP 01/16/26 | comments: All investment decisions related to my personal financial portfolio are delegated to professional financial advisors. I have no role in, nor am informed of, specific investment decisions prior to their execution. Accordingly, this transaction was planned and executed by a financial advisor. | — | P | 11/19/2025 | 12/01/2025 | $15,001 - $50,000 | 1.00 | —0.00 | BuyBuy | Self | Nov 19, 2025 | $15,001 - $50,000mid $32.5K | Other | not modelled |
| 3 | — | BRKB Option [OT] filing_status: New | subholding_of: LPL Account I | location: US | description: CALL BERKSHIRE CL B NEW $410 EXP 06/18/26 | comments: All investment decisions related to my personal financial portfolio are delegated to professional financial advisors. I have no role in, nor am informed of, specific investment decisions prior to their execution. Accordingly, this transaction was planned and executed by a financial advisor. | — | P | 11/19/2025 | 12/01/2025 | $50,001 - $100,000 | 1.00 | —0.00 | BuyBuy | Self | Nov 19, 2025 | $50,001 - $100,000mid $75K | Other | not modelled |
| 4 | — | BRKB Option [OT] filing_status: New | subholding_of: KCI Holdings LLC > LPL Brokerage Account | location: US | description: CALL BERKSHIRE CL B NEW $410 EXP 06/18/26 | comments: All investment decisions related to my personal financial portfolio are delegated to professional financial advisors. I have no role in, nor am informed of, specific investment decisions prior to their execution. Accordingly, this transaction was planned and executed by a financial advisor. | — | P | 11/19/2025 | 12/01/2025 | $1,001 - $15,000 | 1.00 | —0.00 | BuyBuy | Self | Nov 19, 2025 | $1,001 - $15,000mid $8K | Other | not modelled |
| 5 | — | BRKB Option [OT] filing_status: New | subholding_of: LPL Account II | location: US | description: CALL BERKSHIRE CL B NEW $390 EXP 01/16/26 | comments: All investment decisions related to my personal financial portfolio are delegated to professional financial advisors. I have no role in, nor am informed of, specific investment decisions prior to their execution. Accordingly, this transaction was planned and executed by a financial advisor. | — | P | 11/19/2025 | 12/01/2025 | $15,001 - $50,000 | 1.00 | —0.00 | BuyBuy | Self | Nov 19, 2025 | $15,001 - $50,000mid $32.5K | Other | not modelled |
| 6 | — | Kellanova Common Stock (K) [ST] filing_status: New | subholding_of: JP Morgan Brokerage Account | description: Mandatory sale due to corporate acquisition | comments: All investment decisions related to my personal financial portfolio are delegated to professional financial advisors. I have no role in, nor am informed of, specific investment decisions prior to their execution. Accordingly, this transaction was planned and executed by a financial advisor. | K | S | 12/11/2025 | 12/15/2025 | $1,001 - $15,000 | 1.00 | —0.60 | SellSell | Self | Dec 11, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 7 | — | Pennsylvania State Turnpike Commission Bond [GS] filing_status: New | subholding_of: JP Morgan Brokerage Account #4 | comments: All investment decisions related to my personal financial portfolio are delegated to professional financial advisors. I have no role in, nor am informed of, specific investment decisions prior to their execution. Accordingly, this transaction was planned and executed by a financial advisor. | — | P | 12/04/2025 | 12/15/2025 | $50,001 - $100,000 | 1.00 | —0.00 | BuyBuy | Self | Dec 4, 2025 | $50,001 - $100,000mid $75K | Bond | not modelled |
| 8 | — | Souderton, PA Municipal Bond [GS] filing_status: New | subholding_of: JP Morgan Brokerage Account #4 | comments: All investment decisions related to my personal financial portfolio are delegated to professional financial advisors. I have no role in, nor am informed of, specific investment decisions prior to their execution. Accordingly, this transaction was planned and executed by a financial advisor. | — | S | 11/25/2025 | 12/02/2025 | $50,001 - $100,000 | 1.00 | —0.00 | SellSell | Self | Nov 25, 2025 | $50,001 - $100,000mid $75K | Bond | not modelled |
| 9 | — | SPY Option [OT] filing_status: New | subholding_of: LPL Account II | location: US | description: CALL SPDR S&P 500 ETF TR $500 EXP 03/20/26 | comments: All investment decisions related to my personal financial portfolio are delegated to professional financial advisors. I have no role in, nor am informed of, specific investment decisions prior to their execution. Accordingly, this transaction was planned and executed by a financial advisor. | — | P | 11/19/2025 | 12/01/2025 | $15,001 - $50,000 | 1.00 | SPY0.98 | BuyBuy | Self | Nov 19, 2025 | $15,001 - $50,000mid $32.5K | Other | not modelled |
| 10 | — | SPY Option [OT] filing_status: New | subholding_of: RPB Ventures LLC > LPL Account | location: US | description: CALL SPDR S&P 500 ETF TR $500 EXP 06/18/26 | comments: All investment decisions related to my personal financial portfolio are delegated to professional financial advisors. I have no role in, nor am informed of, specific investment decisions prior to their execution. Accordingly, this transaction was planned and executed by a financial advisor. | — | P | 11/19/2025 | 12/01/2025 | $15,001 - $50,000 | 1.00 | SPY0.98 | BuyBuy | Self | Nov 19, 2025 | $15,001 - $50,000mid $32.5K | Other | not modelled |
| 11 | — | SPY Option [OT] filing_status: New | subholding_of: KCI Holdings LLC > LPL Brokerage Account | location: US | description: CALL SPDR S&P 500 ETF TR $550 EXP 09/18/26 | comments: All investment decisions related to my personal financial portfolio are delegated to professional financial advisors. I have no role in, nor am informed of, specific investment decisions prior to their execution. Accordingly, this transaction was planned and executed by a financial advisor. | — | P | 11/19/2025 | 12/01/2025 | $1,001 - $15,000 | 1.00 | SPY0.98 | BuyBuy | Self | Nov 19, 2025 | $1,001 - $15,000mid $8K | Other | not modelled |
| 12 | — | SPY Option [OT] filing_status: New | subholding_of: LPL Account I | location: US | description: CALL SPDR S&P 500 ETF TR $505 EXP 12/19/25 | comments: All investment decisions related to my personal financial portfolio are delegated to professional financial advisors. I have no role in, nor am informed of, specific investment decisions prior to their execution. Accordingly, this transaction was planned and executed by a financial advisor. | — | P | 11/19/2025 | 12/01/2025 | $50,001 - $100,000 | 1.00 | SPY0.98 | BuyBuy | Self | Nov 19, 2025 | $50,001 - $100,000mid $75K | Other | not modelled |