Official filing metadata
- Filer (as printed)
- Hon. Jonathan Jackson
- Office (as printed)
- IL01
- Chamber
- House
- Filing type
- ptr
- Filing date
- Aug 25, 2025
- Filing year
- 2025
- Document format
Processing (ours)
- Status
- Parsed
- Rows parsed
- 33
- Parser version
- house_pdf_v1
- Fetched
- Sep 8, 2026
- Parsed
- Sep 8, 2026
- Internal id
- 621
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 | SP | Amazon.com, Inc. - Common Stock (AMZN) [ST] filing_status: New | subholding_of: Morgan Stanley - Rollover IRA | AMZN | P | 03/03/2025 | 08/03/2025 | $1,001 - $15,000 | 1.00 | AMZN0.98 | BuyBuy | Spouse | Mar 3, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 2 | SP | Amazon.com, Inc. - Common Stock (AMZN) [ST] filing_status: New | subholding_of: Morgan Stanley - Rollover IRA | AMZN | P | 03/24/2025 | 08/03/2025 | $1,001 - $15,000 | 1.00 | AMZN0.98 | BuyBuy | Spouse | Mar 24, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 3 | SP | Amazon.com, Inc. - Common Stock (AMZN) [ST] filing_status: New | subholding_of: Morgan Stanley - Rollover IRA | AMZN | P | 04/23/2025 | 08/03/2025 | $1,001 - $15,000 | 1.00 | AMZN0.98 | BuyBuy | Spouse | Apr 23, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 4 | SP | Arm Holdings plc - American Depositary Shares (ARM) [ST] filing_status: New | subholding_of: Morgan Stanley - Rollover IRA | ARM | P | 07/17/2025 | 08/03/2025 | $1,001 - $15,000 | 1.00 | ARM0.98 | BuyBuy | Spouse | Jul 17, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 5 | SP | Church & Dwight Company, Inc. Common Stock (CHD) [ST] filing_status: New | subholding_of: Morgan Stanley - Rollover IRA | CHD | P | 03/03/2025 | 08/03/2025 | $1,001 - $15,000 | 1.00 | CHD0.98 | BuyBuy | Spouse | Mar 3, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 6 | SP | Church & Dwight Company, Inc. Common Stock (CHD) [ST] filing_status: New | subholding_of: Morgan Stanley - Rollover IRA | CHD | P | 03/24/2025 | 08/03/2025 | $1,001 - $15,000 | 1.00 | CHD0.98 | BuyBuy | Spouse | Mar 24, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 7 | SP | Church & Dwight Company, Inc. Common Stock (CHD) [ST] filing_status: New | subholding_of: Morgan Stanley - Rollover IRA | CHD | P | 04/23/2025 | 08/03/2025 | $1,001 - $15,000 | 1.00 | CHD0.98 | BuyBuy | Spouse | Apr 23, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 8 | SP | Church & Dwight Company, Inc. Common Stock (CHD) [ST] filing_status: New | subholding_of: Morgan Stanley - Rollover IRA | CHD | S | 05/05/2025 | 08/03/2025 | $1,001 - $15,000 | 1.00 | CHD0.98 | SellSell | Spouse | May 5, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 9 | SP | Eli Lilly and Company Common Stock (LLY) [ST] filing_status: New | subholding_of: Morgan Stanley - Rollover IRA | LLY | S | 05/21/2025 | 08/03/2025 | $1,001 - $15,000 | 1.00 | LLY0.98 | SellSell | Spouse | May 21, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 10 | SP | Eli Lilly and Company Common Stock (LLY) [ST] filing_status: New | subholding_of: Morgan Stanley - Rollover IRA | LLY | P | 04/23/2025 | 08/03/2025 | $1,001 - $15,000 | 1.00 | LLY0.98 | BuyBuy | Spouse | Apr 23, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 11 | SP | Fomento Economico Mexicano S.A.B. de C.V. Common Stock (FMX) [ST] filing_status: New | subholding_of: Morgan Stanley - Rollover IRA | FMX | P | 05/21/2025 | 08/03/2025 | $1,001 - $15,000 | 1.00 | FMX0.98 | BuyBuy | Spouse | May 21, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 12 | SP | Fomento Economico Mexicano S.A.B. de C.V. Common Stock (FMX) [ST] filing_status: New | subholding_of: Morgan Stanley - Rollover IRA | FMX | S | 07/17/2025 | 08/03/2025 | $1,001 - $15,000 | 1.00 | FMX0.98 | SellSell | Spouse | Jul 17, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 13 | SP | Goldman Sachs Group, Inc. (GS) [ST] filing_status: New | subholding_of: Morgan Stanley - Rollover IRA | — | S | 04/07/2025 | 08/03/2025 | $1,001 - $15,000 | 1.00 | GS0.95 | SellSell | Spouse | Apr 7, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 14 | SP | Goldman Sachs Group, Inc. (GS) [ST] filing_status: New | subholding_of: Morgan Stanley - Rollover IRA | — | P | 03/03/2025 | 08/03/2025 | $1,001 - $15,000 | 1.00 | GS0.95 | BuyBuy | Spouse | Mar 3, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 15 | SP | Goldman Sachs Group, Inc. (GS) [ST] filing_status: New | subholding_of: Morgan Stanley - Rollover IRA | — | P | 03/24/2025 | 08/03/2025 | $1,001 - $15,000 | 1.00 | GS0.95 | BuyBuy | Spouse | Mar 24, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 16 | SP | International Business Machines Corporation Common Stock (IBM) [ST] filing_status: New | subholding_of: Morgan Stanley - Rollover IRA | IBM | P | 05/21/2025 | 08/03/2025 | $1,001 - $15,000 | 1.00 | IBM0.98 | BuyBuy | Spouse | May 21, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 17 | SP | KKR & Co. Inc. Common Stock (KKR) [ST] filing_status: New | subholding_of: Morgan Stanley - Rollover IRA | KKR | P | 03/03/2025 | 08/03/2025 | $1,001 - $15,000 | 1.00 | KKR0.98 | BuyBuy | Spouse | Mar 3, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 18 | SP | KKR & Co. Inc. Common Stock (KKR) [ST] filing_status: New | subholding_of: Morgan Stanley - Rollover IRA | KKR | P | 03/24/2025 | 08/03/2025 | $1,001 - $15,000 | 1.00 | KKR0.98 | BuyBuy | Spouse | Mar 24, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 19 | SP | KKR & Co. Inc. Common Stock (KKR) [ST] filing_status: New | subholding_of: Morgan Stanley - Rollover IRA | KKR | S | 04/04/2025 | 08/03/2025 | $1,001 - $15,000 | 1.00 | KKR0.98 | SellSell | Spouse | Apr 4, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 20 | SP | McKesson Corporation Common Stock (MCK) [ST] filing_status: New | subholding_of: Morgan Stanley - Rollover IRA | MCK | P | 03/03/2025 | 08/03/2025 | $1,001 - $15,000 | 1.00 | MCK0.98 | BuyBuy | Spouse | Mar 3, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 21 | SP | McKesson Corporation Common Stock (MCK) [ST] filing_status: New | subholding_of: Morgan Stanley - Rollover IRA | MCK | P | 03/24/2025 | 08/03/2025 | $1,001 - $15,000 | 1.00 | MCK0.98 | BuyBuy | Spouse | Mar 24, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 22 | SP | McKesson Corporation Common Stock (MCK) [ST] filing_status: New | subholding_of: Morgan Stanley - Rollover IRA | MCK | P | 04/23/2025 | 08/03/2025 | $1,001 - $15,000 | 1.00 | MCK0.98 | BuyBuy | Spouse | Apr 23, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 23 | SP | Meta Platforms, Inc. - Class A Common Stock (META) [ST] filing_status: New | subholding_of: Morgan Stanley - Rollover IRA | META | P | 03/03/2025 | 08/03/2025 | $1,001 - $15,000 | 1.00 | META0.98 | BuyBuy | Spouse | Mar 3, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 24 | SP | Meta Platforms, Inc. - Class A Common Stock (META) [ST] filing_status: New | subholding_of: Morgan Stanley - Rollover IRA | META | P | 03/24/2025 | 08/03/2025 | $1,001 - $15,000 | 1.00 | META0.98 | BuyBuy | Spouse | Mar 24, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 25 | SP | Meta Platforms, Inc. - Class A Common Stock (META) [ST] filing_status: New | subholding_of: Morgan Stanley - Rollover IRA | META | P | 04/23/2025 | 08/03/2025 | $1,001 - $15,000 | 1.00 | META0.98 | BuyBuy | Spouse | Apr 23, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 26 | SP | Palo Alto Networks, Inc. (PANW) [ST] filing_status: New | subholding_of: Morgan Stanley - Rollover IRA | PANW | P | 03/03/2025 | 08/03/2025 | $1,001 - $15,000 | 1.00 | PANW0.98 | BuyBuy | Spouse | Mar 3, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 27 | SP | Palo Alto Networks, Inc. (PANW) [ST] filing_status: New | subholding_of: Morgan Stanley - Rollover IRA | PANW | S | 03/17/2025 | 08/03/2025 | $1,001 - $15,000 | 1.00 | PANW0.98 | SellSell | Spouse | Mar 17, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 28 | SP | T-Mobile US, Inc. (TMUS) [ST] filing_status: New | subholding_of: Morgan Stanley - Rollover IRA | TMUS | P | 03/03/2025 | 08/03/2025 | $1,001 - $15,000 | 1.00 | TMUS0.98 | BuyBuy | Spouse | Mar 3, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 29 | SP | T-Mobile US, Inc. (TMUS) [ST] filing_status: New | subholding_of: Morgan Stanley - Rollover IRA | TMUS | P | 03/24/2025 | 08/03/2025 | $1,001 - $15,000 | 1.00 | TMUS0.98 | BuyBuy | Spouse | Mar 24, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 30 | SP | T-Mobile US, Inc. (TMUS) [ST] filing_status: New | subholding_of: Morgan Stanley - Rollover IRA | TMUS | P | 04/23/2025 | 08/03/2025 | $1,001 - $15,000 | 1.00 | TMUS0.98 | BuyBuy | Spouse | Apr 23, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 31 | SP | Williams Companies, Inc. (WMB) [ST] filing_status: New | subholding_of: Morgan Stanley - Rollover IRA | WMB | P | 03/17/2025 | 08/03/2025 | $1,001 - $15,000 | 1.00 | WMB0.98 | BuyBuy | Spouse | Mar 17, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 32 | SP | Williams Companies, Inc. (WMB) [ST] filing_status: New | subholding_of: Morgan Stanley - Rollover IRA | WMB | P | 03/24/2025 | 08/03/2025 | $1,001 - $15,000 | 1.00 | WMB0.98 | BuyBuy | Spouse | Mar 24, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 33 | SP | Williams Companies, Inc. (WMB) [ST] filing_status: New | subholding_of: Morgan Stanley - Rollover IRA | WMB | S (partial) | 04/23/2025 | 08/03/2025 | $1,001 - $15,000 | 1.00 | WMB0.98 | PartialPartial sale | Spouse | Apr 23, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |