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20030494Parsed

RScott Franklin · House · ptr · filed Jul 3, 2025

Official filing metadata

Filer (as printed)
Hon. Scott Scott Franklin
Office (as printed)
FL18
Chamber
House
Filing type
ptr
Filing date
Jul 3, 2025
Filing year
2025
Document format
pdf

Processing (ours)

Status
Parsed
Rows parsed
35
Parser version
house_pdf_v1
Fetched
Sep 8, 2026
Parsed
Sep 8, 2026
Internal id
543

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 · 35

Left: official, as printed · Right: normalized
Raw filing rows beside their normalized interpretation
Official · as printed in the filingNormalized · our interpretation
#OwnerAssetTickerTypeTx dateNotifiedAmountConf.TickerTypeOwnerTx dateAmountClassFlags
1SPAccenture plc Class A Ordinary Shares (ACN) [ST]
filing_status: New | subholding_of: Fidelity Roth IRA | comments: Our broker purchased shares of 29 stocks in my spouse's Roth IRA on 8/7/24 in order to rebalance the portfolio in accordance with the firm's investment strategy for accounts that size. He failed to notify me of these transactions and it wasn't discovered until I was attempting to reconcile our investment holdings for my 2024 Financial Disclosure.
ACNP08/07/202405/19/2025$1,001 - $15,0001.00ACN0.98BuyBuySpouseAug 7, 2024$1,001 - $15,000mid $8KStockmodelled
2SPAir Products and Chemicals, Inc. Common Stock (APD) [ST]
filing_status: New | subholding_of: Fidelity Roth IRA | comments: Our broker purchased shares of 29 stocks in my spouse's Roth IRA on 8/7/24 in order to rebalance the portfolio in accordance with the firm's investment strategy for accounts that size. He failed to notify me of these transactions and it wasn't discovered until I was attempting to reconcile our investment holdings for my 2024 Financial Disclosure.
APDP08/07/202405/19/2025$1,001 - $15,0001.00APD0.98BuyBuySpouseAug 7, 2024$1,001 - $15,000mid $8KStockmodelled
3SPAlphabet Inc. - Class C Capital Stock (GOOG) [ST]
filing_status: New | subholding_of: Fidelity Roth IRA | comments: Our broker purchased shares of 29 stocks in my spouse's Roth IRA on 8/7/24 in order to rebalance the portfolio in accordance with the firm's investment strategy for accounts that size. He failed to notify me of these transactions and it wasn't discovered until I was attempting to reconcile our investment holdings for my 2024 Financial Disclosure.
GOOGP08/07/202405/19/2025$1,001 - $15,0001.00GOOG0.98BuyBuySpouseAug 7, 2024$1,001 - $15,000mid $8KStockmodelled
4SPAmgen Inc. - Common Stock (AMGN) [ST]
filing_status: New | subholding_of: Fidelity Roth IRA | comments: Our broker purchased shares of 29 stocks in my spouse's Roth IRA on 8/7/24 in order to rebalance the portfolio in accordance with the firm's investment strategy for accounts that size. He failed to notify me of these transactions and it wasn't discovered until I was attempting to reconcile our investment holdings for my 2024 Financial Disclosure.
AMGNP08/07/202405/19/2025$1,001 - $15,0001.00AMGN0.98BuyBuySpouseAug 7, 2024$1,001 - $15,000mid $8KStockmodelled
5SPApple Inc. - Common Stock (AAPL) [ST]
filing_status: New | subholding_of: Fidelity Roth IRA | comments: Our broker purchased shares of 29 stocks in my spouse's Roth IRA on 8/7/24 in order to rebalance the portfolio in accordance with the firm's investment strategy for accounts that size. He failed to notify me of these transactions and it wasn't discovered until I was attempting to reconcile our investment holdings for my 2024 Financial Disclosure.
AAPLP08/07/202405/19/2025$1,001 - $15,0001.00AAPL0.98BuyBuySpouseAug 7, 2024$1,001 - $15,000mid $8KStockmodelled
6JTApple Inc. - Common Stock (AAPL) [ST]
filing_status: New | subholding_of: Fidelity Joint TBE | comments: Our broker sold partial holdings of four different shares (WMT, SBUX, BRKB and AAPL) on 1/30/24 for a total of $25,380.79. He failed to advise me of these transactions and I only discovered it when trying to reconcile my holdings for the 2024 financial disclosure..
AAPLS (partial)01/30/202405/19/2025$1,001 - $15,0001.00AAPL0.98PartialPartial saleJointJan 30, 2024$1,001 - $15,000mid $8KStockmodelled
7SPAutomatic Data Processing, Inc. - Common Stock (ADP) [ST]
filing_status: New | subholding_of: Fidelity Roth IRA | comments: Our broker purchased shares of of ADP and ITW in my spouse's Roth IRA on 9/25/24. He failed to notify me of these transactions and it wasn't discovered until I was attempting to reconcile our investment holdings for my 2024 Financial Disclosure.
ADPP09/25/202405/19/2025$1,001 - $15,0001.00ADP0.98BuyBuySpouseSep 25, 2024$1,001 - $15,000mid $8KStockmodelled
8JTBerkshire Hathaway Inc. New Common Stock (BRK.B) [ST]
filing_status: New | subholding_of: Fidelity Joint TBE | comments: Our broker sold partial holdings of four different shares (WMT, SBUX, BRKB and AAPL) on 1/30/24 for a total of $25,380.79. He failed to advise me of these transactions and I only discovered it when trying to reconcile my holdings for the 2024 financial disclosure..
BRK.BS (partial)01/30/202405/19/2025$1,001 - $15,0001.00BRK-B0.98PartialPartial saleJointJan 30, 2024$1,001 - $15,000mid $8KStockmodelled
9SPBerkshire Hathaway Inc. New Common Stock (BRK.B) [ST]
filing_status: New | subholding_of: Fidelity Roth IRA | comments: Our broker purchased shares of 29 stocks in my spouse's Roth IRA on 8/7/24 in order to rebalance the portfolio in accordance with the firm's investment strategy for accounts that size. He failed to notify me of these transactions and it wasn't discovered until I was attempting to reconcile our investment holdings for my 2024 Financial Disclosure.
BRK.BP08/07/202405/19/2025$1,001 - $15,0001.00BRK-B0.98BuyBuySpouseAug 7, 2024$1,001 - $15,000mid $8KStockmodelled
10SPChubb Limited Common Stock (CB) [ST]
filing_status: New | subholding_of: Fidelity Roth IRA | comments: Our broker purchased shares of 29 stocks in my spouse's Roth IRA on 8/7/24 in order to rebalance the portfolio in accordance with the firm's investment strategy for accounts that size. He failed to notify me of these transactions and it wasn't discovered until I was attempting to reconcile our investment holdings for my 2024 Financial Disclosure.
CBP08/07/202405/19/2025$1,001 - $15,0001.00CB0.98BuyBuySpouseAug 7, 2024$1,001 - $15,000mid $8KStockmodelled
11SPComcast Corporation - Class A Common Stock (CMCSA) [ST]
filing_status: New | subholding_of: Fidelity Roth IRA | comments: Our broker purchased shares of 29 stocks in my spouse's Roth IRA on 8/7/24 in order to rebalance the portfolio in accordance with the firm's investment strategy for accounts that size. He failed to notify me of these transactions and it wasn't discovered until I was attempting to reconcile our investment holdings for my 2024 Financial Disclosure.
CMCSAP08/07/202405/19/2025$1,001 - $15,0001.00CMCSA0.98BuyBuySpouseAug 7, 2024$1,001 - $15,000mid $8KStockmodelled
12SPCostco Wholesale Corporation - Common Stock (COST) [ST]
filing_status: New | subholding_of: Fidelity Roth IRA | comments: Our broker purchased shares of 29 stocks in my spouse's Roth IRA on 8/7/24 in order to rebalance the portfolio in accordance with the firm's investment strategy for accounts that size. He failed to notify me of these transactions and it wasn't discovered until I was attempting to reconcile our investment holdings for my 2024 Financial Disclosure.
COSTP08/07/202405/19/2025$1,001 - $15,0001.00COST0.98BuyBuySpouseAug 7, 2024$1,001 - $15,000mid $8KStockmodelled
13SPFidelity Advisor Total Bond CL Z (FBKWX) [AB]
filing_status: New | subholding_of: Fidelity Roth IRA | comments: Our broker purchased shares of 29 stocks in my spouse's Roth IRA on 8/7/24 in order to rebalance the portfolio in accordance with the firm's investment strategy for accounts that size. He failed to notify me of these transactions and it wasn't discovered until I was attempting to reconcile our investment holdings for my 2024 Financial Disclosure.
FBKWXP08/07/202405/19/2025$1,001 - $15,0001.00FBKWX0.98BuyBuySpouseAug 7, 2024$1,001 - $15,000mid $8KBondnot modelled
14SPFIRST TR EXCHANGE-TRADED FD VI SMID RISNG ETF (SDVY) [AB]
filing_status: New | subholding_of: Fidelity Roth IRA | comments: Our broker purchased shares of 29 stocks in my spouse's Roth IRA on 8/7/24 in order to rebalance the portfolio in accordance with the firm's investment strategy for accounts that size. He failed to notify me of these transactions and it wasn't discovered until I was attempting to reconcile our investment holdings for my 2024 Financial Disclosure.
SDVYP08/07/202405/19/2025$1,001 - $15,0001.00SDVY0.98BuyBuySpouseAug 7, 2024$1,001 - $15,000mid $8KBondnot modelled
15SPGeneral Dynamics Corporation Common Stock (GD) [ST]
filing_status: New | subholding_of: Fidelity Roth IRA | comments: Our broker purchased shares of 29 stocks in my spouse's Roth IRA on 8/7/24 in order to rebalance the portfolio in accordance with the firm's investment strategy for accounts that size. He failed to notify me of these transactions and it wasn't discovered until I was attempting to reconcile our investment holdings for my 2024 Financial Disclosure.
GDP08/07/202405/19/2025$1,001 - $15,0001.00GD0.98BuyBuySpouseAug 7, 2024$1,001 - $15,000mid $8KStockmodelled
16SPHome Depot, Inc. (HD) [ST]
filing_status: New | subholding_of: Fidelity Roth IRA | comments: Our broker purchased shares of 29 stocks in my spouse's Roth IRA on 8/7/24 in order to rebalance the portfolio in accordance with the firm's investment strategy for accounts that size. He failed to notify me of these transactions and it wasn't discovered until I was attempting to reconcile our investment holdings for my 2024 Financial Disclosure.
HDP08/07/202405/19/2025$1,001 - $15,0001.00HD0.98BuyBuySpouseAug 7, 2024$1,001 - $15,000mid $8KStockmodelled
17SPIllinois Tool Works Inc. Common Stock (ITW) [ST]
filing_status: New | subholding_of: Fidelity Roth IRA | comments: Our broker purchased shares of ADP and ITW in my spouse's Roth IRA on 9/25/24. He failed to notify me of these transactions and it wasn't discovered until I was attempting to reconcile our investment holdings for my 2024 Financial Disclosure.
ITWP09/25/202405/19/2025$1,001 - $15,0001.00ITW0.98BuyBuySpouseSep 25, 2024$1,001 - $15,000mid $8KStockmodelled
18SPINVESCO EXCH TRADED FD TR II NASDAQ 100 ETF (QQQM) [AB]
filing_status: New | subholding_of: Fidelity Roth IRA | comments: Our broker purchased shares of 29 stocks in my spouse's Roth IRA on 8/7/24 in order to rebalance the portfolio in accordance with the firm's investment strategy for accounts that size. He failed to notify me of these transactions and it wasn't discovered until I was attempting to reconcile our investment holdings for my 2024 Financial Disclosure.
QQQMP08/07/202405/19/2025$1,001 - $15,0001.00QQQM0.98BuyBuySpouseAug 7, 2024$1,001 - $15,000mid $8KBondnot modelled
19SPJohnson & Johnson Common Stock (JNJ) [ST]
filing_status: New | subholding_of: Fidelity Roth IRA | comments: Our broker purchased shares of 29 stocks in my spouse's Roth IRA on 8/7/24 in order to rebalance the portfolio in accordance with the firm's investment strategy for accounts that size. He failed to notify me of these transactions and it wasn't discovered until I was attempting to reconcile our investment holdings for my 2024 Financial Disclosure.
JNJP08/07/202405/19/2025$1,001 - $15,0001.00JNJ0.98BuyBuySpouseAug 7, 2024$1,001 - $15,000mid $8KStockmodelled
20SPJP Morgan Chase & Co. Common Stock (JPM) [ST]
filing_status: New | subholding_of: Fidelity Roth IRA | comments: Our broker purchased shares of 29 stocks in my spouse's Roth IRA on 8/7/24 in order to rebalance the portfolio in accordance with the firm's investment strategy for accounts that size. He failed to notify me of these transactions and it wasn't discovered until I was attempting to reconcile our investment holdings for my 2024 Financial Disclosure.
JPMP08/07/202405/19/2025$1,001 - $15,0001.00JPM0.98BuyBuySpouseAug 7, 2024$1,001 - $15,000mid $8KStockmodelled
21SPLockheed Martin Corporation Common Stock (LMT) [ST]
filing_status: New | subholding_of: Fidelity Roth IRA | comments: Our broker purchased shares of 29 stocks in my spouse's Roth IRA on 8/7/24 in order to rebalance the portfolio in accordance with the firm's investment strategy for accounts that size. He failed to notify me of these transactions and it wasn't discovered until I was attempting to reconcile our investment holdings for my 2024 Financial Disclosure.
LMTP08/07/202405/19/2025$1,001 - $15,0001.00LMT0.98BuyBuySpouseAug 7, 2024$1,001 - $15,000mid $8KStockmodelled
22SPLORD ABBETT SHORT DURATION HIGH YLD I (LSYIX) [AB]
filing_status: New | subholding_of: Fidelity Roth IRA | comments: Our broker purchased shares of 29 stocks in my spouse's Roth IRA on 8/7/24 in order to rebalance the portfolio in accordance with the firm's investment strategy for accounts that size. He failed to notify me of these transactions and it wasn't discovered until I was attempting to reconcile our investment holdings for my 2024 Financial Disclosure.
LSYIXP08/07/202405/19/2025$1,001 - $15,0001.00LSYIX0.98BuyBuySpouseAug 7, 2024$1,001 - $15,000mid $8KBondnot modelled
23SPMcDonald's Corporation Common Stock (MCD) [ST]
filing_status: New | subholding_of: Fidelity Roth IRA | comments: Our broker purchased shares of 29 stocks in my spouse's Roth IRA on 8/7/24 in order to rebalance the portfolio in accordance with the firm's investment strategy for accounts that size. He failed to notify me of these transactions and it wasn't discovered until I was attempting to reconcile our investment holdings for my 2024 Financial Disclosure.
MCDP08/07/202405/19/2025$1,001 - $15,0001.00MCD0.98BuyBuySpouseAug 7, 2024$1,001 - $15,000mid $8KStockmodelled
24SPMerck & Company, Inc. Common Stock (MRK) [ST]
filing_status: New | subholding_of: Fidelity Roth IRA | comments: Our broker purchased shares of 29 stocks in my spouse's Roth IRA on 8/7/24 in order to rebalance the portfolio in accordance with the firm's investment strategy for accounts that size. He failed to notify me of these transactions and it wasn't discovered until I was attempting to reconcile our investment holdings for my 2024 Financial Disclosure.
MRKP08/07/202405/19/2025$1,001 - $15,0001.00MRK0.98BuyBuySpouseAug 7, 2024$1,001 - $15,000mid $8KStockmodelled
25SPMicrosoft Corporation - Common Stock (MSFT) [ST]
filing_status: New | subholding_of: Fidelity Roth IRA | comments: Our broker purchased shares of 29 stocks in my spouse's Roth IRA on 8/7/24 in order to rebalance the portfolio in accordance with the firm's investment strategy for accounts that size. He failed to notify me of these transactions and it wasn't discovered until I was attempting to reconcile our investment holdings for my 2024 Financial Disclosure.
MSFTP08/07/202405/19/2025$1,001 - $15,0001.00MSFT0.98BuyBuySpouseAug 7, 2024$1,001 - $15,000mid $8KStockmodelled
26SPPepsico, Inc. (PEP) [ST]
filing_status: New | subholding_of: Fidelity Roth IRA | comments: Our broker purchased shares of 29 stocks in my spouse's Roth IRA on 8/7/24 in order to rebalance the portfolio in accordance with the firm's investment strategy for accounts that size. He failed to notify me of these transactions and it wasn't discovered until I was attempting to reconcile our investment holdings for my 2024 Financial Disclosure.
PEPP08/07/202405/19/2025$1,001 - $15,0001.00PEP0.98BuyBuySpouseAug 7, 2024$1,001 - $15,000mid $8KStockmodelled
27SPProcter & Gamble Company (PG) [ST]
filing_status: New | subholding_of: Fidelity Roth IRA | comments: Our broker purchased shares of 29 stocks in my spouse's Roth IRA on 8/7/24 in order to rebalance the portfolio in accordance with the firm's investment strategy for accounts that size. He failed to notify me of these transactions and it wasn't discovered until I was attempting to reconcile our investment holdings for my 2024 Financial Disclosure.
PGP08/07/202405/19/2025$1,001 - $15,0001.00PG0.98BuyBuySpouseAug 7, 2024$1,001 - $15,000mid $8KStockmodelled
28SPStarbucks Corporation - Common Stock (SBUX) [ST]
filing_status: New | subholding_of: Fidelity Roth IRA | comments: Our broker purchased shares of 29 stocks in my spouse's Roth IRA on 8/7/24 in order to rebalance the portfolio in accordance with the firm's investment strategy for accounts that size. He failed to notify me of these transactions and it wasn't discovered until I was attempting to reconcile our investment holdings for my 2024 Financial Disclosure.
SBUXP08/07/202405/19/2025$1,001 - $15,0001.00SBUX0.98BuyBuySpouseAug 7, 2024$1,001 - $15,000mid $8KStockmodelled
29JTStarbucks Corporation - Common Stock (SBUX) [ST]
filing_status: New | subholding_of: Fidelity Joint TBE | comments: Our broker sold partial holdings of four different shares (WMT, SBUX, BRKB and AAPL) on 1/30/24 for a total of $25,380.79. He failed to advise me of these transactions and I only discovered it when trying to reconcile my holdings for the 2024 financial disclosure..
SBUXS (partial)01/30/202405/19/2025$1,001 - $15,0001.00SBUX0.98PartialPartial saleJointJan 30, 2024$1,001 - $15,000mid $8KStockmodelled
30SPThe Hershey Company Common Stock (HSY) [ST]
filing_status: New | subholding_of: Fidelity Roth IRA | comments: Our broker purchased shares of 29 stocks in my spouse's Roth IRA on 8/7/24 in order to rebalance the portfolio in accordance with the firm's investment strategy for accounts that size. He failed to notify me of these transactions and it wasn't discovered until I was attempting to reconcile our investment holdings for my 2024 Financial Disclosure.
HSYP08/07/202405/19/2025$1,001 - $15,0001.00HSY0.98BuyBuySpouseAug 7, 2024$1,001 - $15,000mid $8KStockmodelled
31SPUnited Parcel Service, Inc. Common Stock (UPS) [ST]
filing_status: New | subholding_of: Fidelity Roth IRA | comments: Our broker purchased shares of 29 stocks in my spouse's Roth IRA on 8/7/24 in order to rebalance the portfolio in accordance with the firm's investment strategy for accounts that size. He failed to notify me of these transactions and it wasn't discovered until I was attempting to reconcile our investment holdings for my 2024 Financial Disclosure.
UPSP08/07/202405/19/2025$1,001 - $15,0001.00UPS0.98BuyBuySpouseAug 7, 2024$1,001 - $15,000mid $8KStockmodelled
32SPUnitedHealth Group Incorporated Common Stock (UNH) [ST]
filing_status: New | subholding_of: Fidelity Roth IRA | comments: Our broker purchased shares of 29 stocks in my spouse's Roth IRA on 8/7/24 in order to rebalance the portfolio in accordance with the firm's investment strategy for accounts that size. He failed to notify me of these transactions and it wasn't discovered until I was attempting to reconcile our investment holdings for my 2024 Financial Disclosure.
UNHP08/07/202405/19/2025$1,001 - $15,0001.00UNH0.98BuyBuySpouseAug 7, 2024$1,001 - $15,000mid $8KStockmodelled
33SPVisa Inc. (V) [ST]
filing_status: New | subholding_of: Fidelity Roth IRA | comments: Our broker purchased shares of 29 stocks in my spouse's Roth IRA on 8/7/24 in order to rebalance the portfolio in accordance with the firm's investment strategy for accounts that size. He failed to notify me of these transactions and it wasn't discovered until I was attempting to reconcile our investment holdings for my 2024 Financial Disclosure.
VP08/07/202405/19/2025$1,001 - $15,0001.00V0.98BuyBuySpouseAug 7, 2024$1,001 - $15,000mid $8KStockmodelled
34SPWalmart Inc. Common Stock (WMT) [ST]
filing_status: New | subholding_of: Fidelity Roth IRA | comments: Our broker purchased shares of 29 stocks in my spouse's Roth IRA on 8/7/24 in order to rebalance the portfolio in accordance with the firm's investment strategy for accounts that size. He failed to notify me of these transactions and it wasn't discovered until I was attempting to reconcile our investment holdings for my 2024 Financial Disclosure.
WMTP08/07/202405/19/2025$1,001 - $15,0001.00WMT0.98BuyBuySpouseAug 7, 2024$1,001 - $15,000mid $8KStockmodelled
35JTWalmart Inc. Common Stock (WMT) [ST]
filing_status: New | subholding_of: Fidelity Joint TBE | comments: Our broker sold partial holdings of four different shares (WMT, SBUX, BRKB and AAPL) on 1/30/24 for a total of $25,380.79. He failed to advise me of these transactions and I only discovered it when trying to reconcile my holdings for the 2024 financial disclosure..
WMTS (partial)01/30/202405/19/2025$1,001 - $15,0001.00WMT0.98PartialPartial saleJointJan 30, 2024$1,001 - $15,000mid $8KStockmodelled