Official filing metadata
- Filer (as printed)
- Hon. Julie Johnson
- Office (as printed)
- TX32
- Chamber
- House
- Filing type
- ptr
- Filing date
- Jun 13, 2025
- Filing year
- 2025
- Document format
Processing (ours)
- Status
- Parsed
- Rows parsed
- 5
- Parser version
- house_pdf_v1
- Fetched
- Sep 8, 2026
- Parsed
- Sep 8, 2026
- Internal id
- 630
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 · 5
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 | JT | Capital One Financial Corporation Common Stock (COF) [ST] filing_status: New | subholding_of: Merrill Lynch Tax Efficient Core | description: Discover Financial Services stock exchanged for Capital One Financial Services stock following merger | COF | E | 05/19/2025 | 06/06/2025 | $1,001 - $15,000 | 1.00 | COF0.98 | ExchangeExchange | Joint | May 19, 2025 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 2 | JT | Fidelity National Information Services, Inc. Common Stock (FIS) [ST] filing_status: New | subholding_of: Chase Brokerage Account (3935) | FIS | P | 05/15/2025 | 06/03/2025 | $1,001 - $15,000 | 1.00 | FIS0.98 | BuyBuy | Joint | May 15, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 3 | JT | General Dynamics Corporation Common Stock (GD) [ST] filing_status: New | subholding_of: Chase Brokerage Account (3935) | GD | P | 05/02/2025 | 06/03/2025 | $1,001 - $15,000 | 1.00 | GD0.98 | BuyBuy | Joint | May 2, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 4 | JT | Morgan Stanley Common Stock (MS) [ST] filing_status: New | subholding_of: Chase Brokerage Account (3935) | MS | S (partial) | 05/15/2025 | 06/03/2025 | $1,001 - $15,000 | 1.00 | MS0.98 | PartialPartial sale | Joint | May 15, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 5 | JT | The Bank of New York Mellon Corporation Common Stock (BK) [ST] filing_status: New | subholding_of: Chase Brokerage Account (3935) | BK | P | 05/15/2025 | 06/03/2025 | $1,001 - $15,000 | 1.00 | BNY0.95 | BuyBuy | Joint | May 15, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewmodelled |