Official filing metadata
- Filer (as printed)
- Hon. Julie Johnson
- Office (as printed)
- TX32
- Chamber
- House
- Filing type
- ptr
- Filing date
- Aug 14, 2025
- Filing year
- 2025
- Document format
Processing (ours)
- Status
- Parsed
- Rows parsed
- 14
- Parser version
- house_pdf_v1
- Fetched
- Sep 8, 2026
- Parsed
- Sep 8, 2026
- Internal id
- 632
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 · 14
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 | BlackRock, Inc. Common Stock (BLK) [ST] filing_status: New | subholding_of: Chase Brokerage Account (3935) | BLK | S (partial) | 07/22/2025 | 08/04/2025 | $1,001 - $15,000 | 1.00 | BLK0.98 | PartialPartial sale | Joint | Jul 22, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 2 | JT | Chevron Corporation Common Stock (CVX) [ST] filing_status: New | subholding_of: Chase Brokerage Account (3935) | CVX | P | 07/25/2025 | 08/04/2025 | $1,001 - $15,000 | 1.00 | CVX0.98 | BuyBuy | Joint | Jul 25, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 3 | JT | Chevron Corporation Common Stock (CVX) [ST] filing_status: New | subholding_of: Merrill Lynch Tax Efficient Core | description: Hess Corp. stock exchanged for Chevron Corp. stock following merger | CVX | E | 07/21/2025 | 08/05/2025 | $1,001 - $15,000 | 1.00 | CVX0.98 | ExchangeExchange | Joint | Jul 21, 2025 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 4 | JT | CME Group Inc. - Class A Common Stock (CME) [ST] filing_status: New | subholding_of: Chase Brokerage Account (3935) | CME | P | 07/22/2025 | 08/04/2025 | $1,001 - $15,000 | 1.00 | CME0.98 | BuyBuy | Joint | Jul 22, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 5 | JT | Exxon Mobil Corporation Common Stock (XOM) [ST] filing_status: New | subholding_of: Chase Brokerage Account (3935) | XOM | S (partial) | 07/25/2025 | 08/04/2025 | $1,001 - $15,000 | 1.00 | XOM0.98 | PartialPartial sale | Joint | Jul 25, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 6 | JT | Microsoft Corporation - Common Stock (MSFT) [ST] filing_status: New | subholding_of: Chase Brokerage Account (3935) | MSFT | S (partial) | 07/29/2025 | 08/04/2025 | $1,001 - $15,000 | 1.00 | MSFT0.98 | PartialPartial sale | Joint | Jul 29, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 7 | JT | Packaging Corporation of America Common Stock (PKG) [ST] filing_status: New | subholding_of: Chase Brokerage Account (3935) | PKG | P | 07/22/2025 | 08/04/2025 | $1,001 - $15,000 | 1.00 | PKG0.98 | BuyBuy | Joint | Jul 22, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 8 | JT | Packaging Corporation of America Common Stock (PKG) [ST] filing_status: New | subholding_of: Chase Brokerage Account (3935) | PKG | P | 07/25/2025 | 08/04/2025 | $1,001 - $15,000 | 1.00 | PKG0.98 | BuyBuy | Joint | Jul 25, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 9 | JT | Parker-Hannifin Corporation Common Stock (PH) [ST] filing_status: New | subholding_of: Chase Brokerage Account (3935) | PH | S (partial) | 07/25/2025 | 08/04/2025 | $1,001 - $15,000 | 1.00 | PH0.98 | PartialPartial sale | Joint | Jul 25, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 10 | JT | Philip Morris International Inc Common Stock (PM) [ST] filing_status: New | subholding_of: Chase Brokerage Account (3935) | PM | S (partial) | 07/22/2025 | 08/04/2025 | $1,001 - $15,000 | 1.00 | PM0.98 | PartialPartial sale | Joint | Jul 22, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 11 | JT | Seagate Technology Holdings PLC - Ordinary Shares (STX) [ST] filing_status: New | subholding_of: Chase Brokerage Account (3935) | STX | S (partial) | 07/29/2025 | 08/04/2025 | $1,001 - $15,000 | 1.00 | STX0.98 | PartialPartial sale | Joint | Jul 29, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 12 | JT | Synopsys, Inc. - Common Stock (SNPS) [ST] filing_status: New | subholding_of: Merrill Lynch Tax Efficient Core | description: Ansys, Inc. stock exchanged for Synopsys, Inc. stock following merger | SNPS | E | 07/18/2025 | 08/05/2025 | $1,001 - $15,000 | 1.00 | SNPS0.98 | ExchangeExchange | Joint | Jul 18, 2025 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 13 | JT | The Bank of New York Mellon Corporation Common Stock (BK) [ST] filing_status: New | subholding_of: Chase Brokerage Account (3935) | BK | P | 07/18/2025 | 08/04/2025 | $1,001 - $15,000 | 1.00 | BNY0.95 | BuyBuy | Joint | Jul 18, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewmodelled |
| 14 | JT | UnitedHealth Group Incorporated Common Stock (UNH) [ST] filing_status: New | subholding_of: Chase Brokerage Account (3935) | UNH | S (partial) | 07/24/2025 | 08/04/2025 | $1,001 - $15,000 | 1.00 | UNH0.98 | PartialPartial sale | Joint | Jul 24, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |