Official filing metadata
- Filer (as printed)
- Hon. Julie Johnson
- Office (as printed)
- TX32
- Chamber
- House
- Filing type
- ptr
- Filing date
- Sep 11, 2025
- Filing year
- 2025
- Document format
Processing (ours)
- Status
- Parsed
- Rows parsed
- 61
- Parser version
- house_pdf_v1
- Fetched
- Sep 8, 2026
- Parsed
- Sep 8, 2026
- Internal id
- 633
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 · 61
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 | 3M Company Common Stock (MMM) [ST] filing_status: New | subholding_of: Chase Brokerage Account (3935) | MMM | S (partial) | 08/14/2025 | 09/02/2025 | $1,001 - $15,000 | 1.00 | MMM0.98 | PartialPartial sale | Joint | Aug 14, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 2 | JT | Abbott Laboratories Common Stock (ABT) [ST] filing_status: New | subholding_of: Chase Brokerage Account (3935) | ABT | S (partial) | 08/14/2025 | 09/02/2025 | $1,001 - $15,000 | 1.00 | ABT0.98 | PartialPartial sale | Joint | Aug 14, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 3 | JT | AbbVie Inc. Common Stock (ABBV) [ST] filing_status: New | subholding_of: Chase Brokerage Account (3935) | ABBV | S (partial) | 08/14/2025 | 09/02/2025 | $1,001 - $15,000 | 1.00 | ABBV0.98 | PartialPartial sale | Joint | Aug 14, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 4 | JT | Air Products and Chemicals, Inc. Common Stock (APD) [ST] filing_status: New | subholding_of: Chase Brokerage Account (3935) | APD | S (partial) | 08/14/2025 | 09/02/2025 | $1,001 - $15,000 | 1.00 | APD0.98 | PartialPartial sale | Joint | Aug 14, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 5 | JT | American Express Company Common Stock (AXP) [ST] filing_status: New | subholding_of: Chase Brokerage Account (3935) | AXP | S (partial) | 08/14/2025 | 09/02/2025 | $1,001 - $15,000 | 1.00 | AXP0.98 | PartialPartial sale | Joint | Aug 14, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 6 | JT | Analog Devices, Inc. - Common Stock (ADI) [ST] filing_status: New | subholding_of: Chase Brokerage Account (3935) | ADI | S (partial) | 08/14/2025 | 09/02/2025 | $1,001 - $15,000 | 1.00 | ADI0.98 | PartialPartial sale | Joint | Aug 14, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 7 | JT | Arthur J. Gallagher & Co. Common Stock (AJG) [ST] filing_status: New | subholding_of: Chase Brokerage Account (3935) | AJG | S (partial) | 08/14/2025 | 09/02/2025 | $1,001 - $15,000 | 1.00 | AJG0.98 | PartialPartial sale | Joint | Aug 14, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 8 | JT | Bank of America Corporation Common Stock (BAC) [ST] filing_status: New | subholding_of: Chase Brokerage Account (3935) | BAC | S (partial) | 08/14/2025 | 09/02/2025 | $1,001 - $15,000 | 1.00 | BAC0.98 | PartialPartial sale | Joint | Aug 14, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 9 | JT | BlackRock, Inc. Common Stock (BLK) [ST] filing_status: New | subholding_of: Chase Brokerage Account (3935) | BLK | S | 08/11/2025 | 09/02/2025 | $1,001 - $15,000 | 1.00 | BLK0.98 | SellSell | Joint | Aug 11, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 10 | JT | Blackstone Inc. Common Stock (BX) [ST] filing_status: New | subholding_of: Chase Brokerage Account (3935) | BX | S (partial) | 08/14/2025 | 09/02/2025 | $1,001 - $15,000 | 1.00 | BX0.98 | PartialPartial sale | Joint | Aug 14, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 11 | JT | Bristol-Myers Squibb Company Common Stock (BMY) [ST] filing_status: New | subholding_of: Chase Brokerage Account (3935) | BMY | S (partial) | 08/14/2025 | 09/02/2025 | $1,001 - $15,000 | 1.00 | BMY0.98 | PartialPartial sale | Joint | Aug 14, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 12 | JT | Capital One Financial Corporation Common Stock (COF) [ST] filing_status: New | subholding_of: Chase Brokerage Account (3935) | COF | S (partial) | 08/14/2025 | 09/02/2025 | $1,001 - $15,000 | 1.00 | COF0.98 | PartialPartial sale | Joint | Aug 14, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 13 | JT | Charles Schwab Corporation (SCHW) [ST] filing_status: New | subholding_of: Chase Brokerage Account (3935) | SCHW | S (partial) | 08/14/2025 | 09/02/2025 | $1,001 - $15,000 | 1.00 | SCHW0.98 | PartialPartial sale | Joint | Aug 14, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 14 | JT | Chevron Corporation Common Stock (CVX) [ST] filing_status: New | subholding_of: Chase Brokerage Account (3935) | CVX | S (partial) | 08/14/2025 | 09/02/2025 | $1,001 - $15,000 | 1.00 | CVX0.98 | PartialPartial sale | Joint | Aug 14, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 15 | JT | CME Group Inc. - Class A Common Stock (CME) [ST] filing_status: New | subholding_of: Chase Brokerage Account (3935) | CME | S (partial) | 08/14/2025 | 09/02/2025 | $1,001 - $15,000 | 1.00 | CME0.98 | PartialPartial sale | Joint | Aug 14, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 16 | JT | CME Group Inc. - Class A Common Stock (CME) [ST] filing_status: New | subholding_of: Chase Brokerage Account (3935) | CME | P | 08/11/2025 | 09/02/2025 | $1,001 - $15,000 | 1.00 | CME0.98 | BuyBuy | Joint | Aug 11, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 17 | JT | CMS Energy Corporation Common Stock (CMS) [ST] filing_status: New | subholding_of: Chase Brokerage Account (3935) | CMS | S (partial) | 08/14/2025 | 09/02/2025 | $1,001 - $15,000 | 1.00 | CMS0.98 | PartialPartial sale | Joint | Aug 14, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 18 | JT | Comcast Corporation - Class A Common Stock (CMCSA) [ST] filing_status: New | subholding_of: Chase Brokerage Account (3935) | CMCSA | S (partial) | 08/14/2025 | 09/02/2025 | $1,001 - $15,000 | 1.00 | CMCSA0.98 | PartialPartial sale | Joint | Aug 14, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 19 | JT | ConocoPhillips Common Stock (COP) [ST] filing_status: New | subholding_of: Chase Brokerage Account (3935) | COP | S (partial) | 08/14/2025 | 09/02/2025 | $1,001 - $15,000 | 1.00 | COP0.98 | PartialPartial sale | Joint | Aug 14, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 20 | JT | Deere & Company Common Stock (DE) [ST] filing_status: New | subholding_of: Chase Brokerage Account (3935) | DE | S (partial) | 08/14/2025 | 09/02/2025 | $1,001 - $15,000 | 1.00 | DE0.98 | PartialPartial sale | Joint | Aug 14, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 21 | JT | Dover Corporation Common Stock (DOV) [ST] filing_status: New | subholding_of: Chase Brokerage Account (3935) | DOV | S (partial) | 08/14/2025 | 09/02/2025 | $1,001 - $15,000 | 1.00 | DOV0.98 | PartialPartial sale | Joint | Aug 14, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 22 | JT | Eaton Corporation, PLC Ordinary Shares (ETN) [ST] filing_status: New | subholding_of: Chase Brokerage Account (3935) | ETN | S (partial) | 08/14/2025 | 09/02/2025 | $1,001 - $15,000 | 1.00 | ETN0.98 | PartialPartial sale | Joint | Aug 14, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 23 | JT | Eli Lilly and Company Common Stock (LLY) [ST] filing_status: New | subholding_of: Chase Brokerage Account (3935) | LLY | S (partial) | 08/14/2025 | 09/02/2025 | $1,001 - $15,000 | 1.00 | LLY0.98 | PartialPartial sale | Joint | Aug 14, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 24 | JT | EOG Resources, Inc. Common Stock (EOG) [ST] filing_status: New | subholding_of: Chase Brokerage Account (3935) | EOG | S (partial) | 08/14/2025 | 09/02/2025 | $1,001 - $15,000 | 1.00 | EOG0.98 | PartialPartial sale | Joint | Aug 14, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 25 | JT | Exxon Mobil Corporation Common Stock (XOM) [ST] filing_status: New | subholding_of: Chase Brokerage Account (3935) | XOM | S (partial) | 08/14/2025 | 09/02/2025 | $1,001 - $15,000 | 1.00 | XOM0.98 | PartialPartial sale | Joint | Aug 14, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 26 | JT | Fidelity National Information Services, Inc. Common Stock (FIS) [ST] filing_status: New | subholding_of: Chase Brokerage Account (3935) | FIS | S (partial) | 08/14/2025 | 09/02/2025 | $1,001 - $15,000 | 1.00 | FIS0.98 | PartialPartial sale | Joint | Aug 14, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 27 | JT | General Dynamics Corporation Common Stock (GD) [ST] filing_status: New | subholding_of: Chase Brokerage Account (3935) | GD | S (partial) | 08/14/2025 | 09/02/2025 | $1,001 - $15,000 | 1.00 | GD0.98 | PartialPartial sale | Joint | Aug 14, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 28 | JT | Goldman Sachs Group, Inc. (GS) [ST] filing_status: New | subholding_of: Chase Brokerage Account (3935) | — | S (partial) | 08/14/2025 | 09/02/2025 | $1,001 - $15,000 | 1.00 | GS0.95 | PartialPartial sale | Joint | Aug 14, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 29 | JT | Home Depot, Inc. (HD) [ST] filing_status: New | subholding_of: Chase Brokerage Account (3935) | HD | S (partial) | 08/14/2025 | 09/02/2025 | $1,001 - $15,000 | 1.00 | HD0.98 | PartialPartial sale | Joint | Aug 14, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 30 | JT | International Business Machines Corporation Common Stock (IBM) [ST] filing_status: New | subholding_of: Chase Brokerage Account (3935) | IBM | S (partial) | 08/14/2025 | 09/02/2025 | $1,001 - $15,000 | 1.00 | IBM0.98 | PartialPartial sale | Joint | Aug 14, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 31 | JT | Johnson & Johnson Common Stock (JNJ) [ST] filing_status: New | subholding_of: Chase Brokerage Account (3935) | JNJ | S (partial) | 08/14/2025 | 09/02/2025 | $1,001 - $15,000 | 1.00 | JNJ0.98 | PartialPartial sale | Joint | Aug 14, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 32 | JT | McDonald's Corporation Common Stock (MCD) [ST] filing_status: New | subholding_of: Chase Brokerage Account (3935) | MCD | S (partial) | 08/14/2025 | 09/02/2025 | $1,001 - $15,000 | 1.00 | MCD0.98 | PartialPartial sale | Joint | Aug 14, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 33 | JT | Medtronic plc. Ordinary Shares (MDT) [ST] filing_status: New | subholding_of: Chase Brokerage Account (3935) | MDT | S (partial) | 08/14/2025 | 09/02/2025 | $1,001 - $15,000 | 1.00 | MDT0.98 | PartialPartial sale | Joint | Aug 14, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 34 | JT | Merck & Company, Inc. Common Stock (MRK) [ST] filing_status: New | subholding_of: Chase Brokerage Account (3935) | MRK | S (partial) | 08/14/2025 | 09/02/2025 | $1,001 - $15,000 | 1.00 | MRK0.98 | PartialPartial sale | Joint | Aug 14, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 35 | JT | Microsoft Corporation - Common Stock (MSFT) [ST] filing_status: New | subholding_of: Chase Brokerage Account (3935) | MSFT | S (partial) | 08/14/2025 | 09/02/2025 | $1,001 - $15,000 | 1.00 | MSFT0.98 | PartialPartial sale | Joint | Aug 14, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 36 | JT | Mondelez International, Inc. - Class A Common Stock (MDLZ) [ST] filing_status: New | subholding_of: Chase Brokerage Account (3935) | MDLZ | S (partial) | 08/14/2025 | 09/02/2025 | $1,001 - $15,000 | 1.00 | MDLZ0.98 | PartialPartial sale | Joint | Aug 14, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 37 | JT | Morgan Stanley Common Stock (MS) [ST] filing_status: New | subholding_of: Chase Brokerage Account (3935) | MS | S (partial) | 08/14/2025 | 09/02/2025 | $1,001 - $15,000 | 1.00 | MS0.98 | PartialPartial sale | Joint | Aug 14, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 38 | JT | NextEra Energy, Inc. Common Stock (NEE) [ST] filing_status: New | subholding_of: Chase Brokerage Account (3935) | NEE | S (partial) | 08/14/2025 | 09/02/2025 | $1,001 - $15,000 | 1.00 | NEE0.98 | PartialPartial sale | Joint | Aug 14, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 39 | JT | Norfolk Southern Corporation Common Stock (NSC) [ST] filing_status: New | subholding_of: Chase Brokerage Account (3935) | NSC | S (partial) | 08/14/2025 | 09/02/2025 | $1,001 - $15,000 | 1.00 | NSC0.98 | PartialPartial sale | Joint | Aug 14, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 40 | JT | NXP Semiconductors N.V. - Common Stock (NXPI) [ST] filing_status: New | subholding_of: Chase Brokerage Account (3935) | NXPI | S (partial) | 08/14/2025 | 09/02/2025 | $1,001 - $15,000 | 1.00 | NXPI0.98 | PartialPartial sale | Joint | Aug 14, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 41 | JT | Packaging Corporation of America Common Stock (PKG) [ST] filing_status: New | subholding_of: Chase Brokerage Account (3935) | PKG | P | 08/04/2025 | 09/02/2025 | $1,001 - $15,000 | 1.00 | PKG0.98 | BuyBuy | Joint | Aug 4, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 42 | JT | Packaging Corporation of America Common Stock (PKG) [ST] filing_status: New | subholding_of: Chase Brokerage Account (3935) | PKG | S (partial) | 08/14/2025 | 09/02/2025 | $1,001 - $15,000 | 1.00 | PKG0.98 | PartialPartial sale | Joint | Aug 14, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 43 | JT | Parker-Hannifin Corporation Common Stock (PH) [ST] filing_status: New | subholding_of: Chase Brokerage Account (3935) | PH | S (partial) | 08/14/2025 | 09/02/2025 | $1,001 - $15,000 | 1.00 | PH0.98 | PartialPartial sale | Joint | Aug 14, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 44 | JT | Pepsico, Inc. (PEP) [ST] filing_status: New | subholding_of: Chase Brokerage Account (3935) | PEP | S (partial) | 08/14/2025 | 09/02/2025 | $1,001 - $15,000 | 1.00 | PEP0.98 | PartialPartial sale | Joint | Aug 14, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 45 | JT | Philip Morris International Inc Common Stock (PM) [ST] filing_status: New | subholding_of: Chase Brokerage Account (3935) | PM | S (partial) | 08/14/2025 | 09/02/2025 | $1,001 - $15,000 | 1.00 | PM0.98 | PartialPartial sale | Joint | Aug 14, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 46 | JT | PNC Financial Services Group, Inc. (PNC) [ST] filing_status: New | subholding_of: Chase Brokerage Account (3935) | PNC | S (partial) | 08/14/2025 | 09/02/2025 | $1,001 - $15,000 | 1.00 | PNC0.98 | PartialPartial sale | Joint | Aug 14, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 47 | JT | Procter & Gamble Company (PG) [ST] filing_status: New | subholding_of: Chase Brokerage Account (3935) | PG | S (partial) | 08/14/2025 | 09/02/2025 | $1,001 - $15,000 | 1.00 | PG0.98 | PartialPartial sale | Joint | Aug 14, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 48 | JT | Progressive Corporation (PGR) [ST] filing_status: New | subholding_of: Chase Brokerage Account (3935) | PGR | S (partial) | 08/14/2025 | 09/02/2025 | $1,001 - $15,000 | 1.00 | PGR0.98 | PartialPartial sale | Joint | Aug 14, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 49 | JT | Republic Services, Inc. Common Stock (RSG) [ST] filing_status: New | subholding_of: Chase Brokerage Account (3935) | RSG | S (partial) | 08/14/2025 | 09/02/2025 | $1,001 - $15,000 | 1.00 | RSG0.98 | PartialPartial sale | Joint | Aug 14, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 50 | JT | RTX Corporation Common Stock (RTX) [ST] filing_status: New | subholding_of: Chase Brokerage Account (3935) | RTX | S (partial) | 08/14/2025 | 09/02/2025 | $1,001 - $15,000 | 1.00 | RTX0.98 | PartialPartial sale | Joint | Aug 14, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 51 | JT | Seagate Technology Holdings PLC - Ordinary Shares (STX) [ST] filing_status: New | subholding_of: Chase Brokerage Account (3935) | STX | S (partial) | 08/14/2025 | 09/02/2025 | $1,001 - $15,000 | 1.00 | STX0.98 | PartialPartial sale | Joint | Aug 14, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 52 | JT | Texas Instruments Incorporated - Common Stock (TXN) [ST] filing_status: New | subholding_of: Chase Brokerage Account (3935) | TXN | S (partial) | 08/14/2025 | 09/02/2025 | $1,001 - $15,000 | 1.00 | TXN0.98 | PartialPartial sale | Joint | Aug 14, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 53 | JT | The Bank of New York Mellon Corporation Common Stock (BK) [ST] filing_status: New | subholding_of: Chase Brokerage Account (3935) | BK | S (partial) | 08/14/2025 | 09/02/2025 | $1,001 - $15,000 | 1.00 | BNY0.95 | PartialPartial sale | Joint | Aug 14, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewmodelled |
| 54 | JT | The Cigna Group Common Stock (CI) [ST] filing_status: New | subholding_of: Chase Brokerage Account (3935) | CI | S (partial) | 08/14/2025 | 09/02/2025 | $1,001 - $15,000 | 1.00 | CI0.98 | PartialPartial sale | Joint | Aug 14, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 55 | JT | TJX Companies, Inc. (TJX) [ST] filing_status: New | subholding_of: Chase Brokerage Account (3935) | TJX | S (partial) | 08/14/2025 | 09/02/2025 | $1,001 - $15,000 | 1.00 | TJX0.98 | PartialPartial sale | Joint | Aug 14, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 56 | JT | Union Pacific Corporation Common Stock (UNP) [ST] filing_status: New | subholding_of: Chase Brokerage Account (3935) | UNP | S (partial) | 08/14/2025 | 09/02/2025 | $1,001 - $15,000 | 1.00 | UNP0.98 | PartialPartial sale | Joint | Aug 14, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 57 | JT | UnitedHealth Group Incorporated Common Stock (UNH) [ST] filing_status: New | subholding_of: Chase Brokerage Account (3935) | UNH | S (partial) | 08/14/2025 | 09/02/2025 | $1,001 - $15,000 | 1.00 | UNH0.98 | PartialPartial sale | Joint | Aug 14, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 58 | JT | Verizon Communications Inc. Common Stock (VZ) [ST] filing_status: New | subholding_of: Chase Brokerage Account (3935) | VZ | S (partial) | 08/14/2025 | 09/02/2025 | $1,001 - $15,000 | 1.00 | VZ0.98 | PartialPartial sale | Joint | Aug 14, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 59 | JT | Walmart Inc. Common Stock (WMT) [ST] filing_status: New | subholding_of: Chase Brokerage Account (3935) | WMT | S (partial) | 08/14/2025 | 09/02/2025 | $1,001 - $15,000 | 1.00 | WMT0.98 | PartialPartial sale | Joint | Aug 14, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 60 | JT | Wells Fargo & Company Common Stock (WFC) [ST] filing_status: New | subholding_of: Chase Brokerage Account (3935) | WFC | S (partial) | 08/14/2025 | 09/02/2025 | $1,001 - $15,000 | 1.00 | WFC0.98 | PartialPartial sale | Joint | Aug 14, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 61 | JT | Xcel Energy Inc. (XEL) [ST] filing_status: New | subholding_of: Chase Brokerage Account (3935) | XEL | S (partial) | 08/14/2025 | 09/02/2025 | $1,001 - $15,000 | 1.00 | XEL0.98 | PartialPartial sale | Joint | Aug 14, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |