Official filing metadata
- Filer (as printed)
- Hon. Julie Johnson
- Office (as printed)
- TX32
- Chamber
- House
- Filing type
- ptr
- Filing date
- Dec 11, 2025
- Filing year
- 2025
- Document format
Processing (ours)
- Status
- Parsed
- Rows parsed
- 63
- Parser version
- house_pdf_v1
- Fetched
- Sep 8, 2026
- Parsed
- Sep 8, 2026
- Internal id
- 636
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 · 63
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) | 11/13/2025 | 12/05/2025 | $1,001 - $15,000 | 1.00 | MMM0.98 | PartialPartial sale | Joint | Nov 13, 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) | 11/13/2025 | 12/05/2025 | $1,001 - $15,000 | 1.00 | ABT0.98 | PartialPartial sale | Joint | Nov 13, 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) | 11/13/2025 | 12/05/2025 | $1,001 - $15,000 | 1.00 | ABBV0.98 | PartialPartial sale | Joint | Nov 13, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 4 | JT | Adobe Inc. - Common Stock (ADBE) [ST] filing_status: New | subholding_of: Merrill Lynch Long Term Growth | ADBE | S | 11/03/2025 | 12/10/2025 | $1,001 - $15,000 | 1.00 | ADBE0.98 | SellSell | Joint | Nov 3, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 5 | JT | Air Products and Chemicals, Inc. Common Stock (APD) [ST] filing_status: New | subholding_of: Chase Brokerage Account (3935) | APD | S (partial) | 11/13/2025 | 12/05/2025 | $1,001 - $15,000 | 1.00 | APD0.98 | PartialPartial sale | Joint | Nov 13, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 6 | JT | Alphabet Inc. - Class C Capital Stock (GOOG) [ST] filing_status: New | subholding_of: Chase Brokerage Account (3935) | GOOG | S (partial) | 11/13/2025 | 12/05/2025 | $1,001 - $15,000 | 1.00 | GOOG0.98 | PartialPartial sale | Joint | Nov 13, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 7 | JT | American Express Company Common Stock (AXP) [ST] filing_status: New | subholding_of: Chase Brokerage Account (3935) | AXP | S (partial) | 11/13/2025 | 12/05/2025 | $1,001 - $15,000 | 1.00 | AXP0.98 | PartialPartial sale | Joint | Nov 13, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 8 | JT | Analog Devices, Inc. - Common Stock (ADI) [ST] filing_status: New | subholding_of: Chase Brokerage Account (3935) | ADI | S (partial) | 11/13/2025 | 12/05/2025 | $1,001 - $15,000 | 1.00 | ADI0.98 | PartialPartial sale | Joint | Nov 13, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 9 | JT | Arthur J. Gallagher & Co. Common Stock (AJG) [ST] filing_status: New | subholding_of: Chase Brokerage Account (3935) | AJG | S (partial) | 11/13/2025 | 12/05/2025 | $1,001 - $15,000 | 1.00 | AJG0.98 | PartialPartial sale | Joint | Nov 13, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 10 | JT | Bank of America Corporation Common Stock (BAC) [ST] filing_status: New | subholding_of: Chase Brokerage Account (3935) | BAC | S (partial) | 11/13/2025 | 12/05/2025 | $1,001 - $15,000 | 1.00 | BAC0.98 | PartialPartial sale | Joint | Nov 13, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 11 | JT | Blackstone Inc. Common Stock (BX) [ST] filing_status: New | subholding_of: Chase Brokerage Account (3935) | BX | S (partial) | 11/13/2025 | 12/05/2025 | $1,001 - $15,000 | 1.00 | BX0.98 | PartialPartial sale | Joint | Nov 13, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 12 | JT | Bristol-Myers Squibb Company Common Stock (BMY) [ST] filing_status: New | subholding_of: Chase Brokerage Account (3935) | BMY | S (partial) | 11/13/2025 | 12/05/2025 | $1,001 - $15,000 | 1.00 | BMY0.98 | PartialPartial sale | Joint | Nov 13, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 13 | JT | Capital One Financial Corporation Common Stock (COF) [ST] filing_status: New | subholding_of: Chase Brokerage Account (3935) | COF | S (partial) | 11/13/2025 | 12/05/2025 | $1,001 - $15,000 | 1.00 | COF0.98 | PartialPartial sale | Joint | Nov 13, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 14 | JT | Carrier Global Corporation Common Stock (CARR) [ST] filing_status: New | subholding_of: Chase Brokerage Account (3935) | CARR | S (partial) | 11/13/2025 | 12/05/2025 | $1,001 - $15,000 | 1.00 | CARR0.98 | PartialPartial sale | Joint | Nov 13, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 15 | JT | Charles Schwab Corporation (SCHW) [ST] filing_status: New | subholding_of: Chase Brokerage Account (3935) | SCHW | S (partial) | 11/13/2025 | 12/05/2025 | $1,001 - $15,000 | 1.00 | SCHW0.98 | PartialPartial sale | Joint | Nov 13, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 16 | JT | Chevron Corporation Common Stock (CVX) [ST] filing_status: New | subholding_of: Chase Brokerage Account (3935) | CVX | S (partial) | 11/13/2025 | 12/05/2025 | $1,001 - $15,000 | 1.00 | CVX0.98 | PartialPartial sale | Joint | Nov 13, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 17 | JT | CME Group Inc. - Class A Common Stock (CME) [ST] filing_status: New | subholding_of: Chase Brokerage Account (3935) | CME | S (partial) | 11/13/2025 | 12/05/2025 | $1,001 - $15,000 | 1.00 | CME0.98 | PartialPartial sale | Joint | Nov 13, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 18 | JT | CMS Energy Corporation Common Stock (CMS) [ST] filing_status: New | subholding_of: Chase Brokerage Account (3935) | CMS | S (partial) | 11/13/2025 | 12/05/2025 | $1,001 - $15,000 | 1.00 | CMS0.98 | PartialPartial sale | Joint | Nov 13, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 19 | JT | Comcast Corporation - Class A Common Stock (CMCSA) [ST] filing_status: New | subholding_of: Chase Brokerage Account (3935) | CMCSA | S (partial) | 11/13/2025 | 12/05/2025 | $1,001 - $15,000 | 1.00 | CMCSA0.98 | PartialPartial sale | Joint | Nov 13, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 20 | JT | ConocoPhillips Common Stock (COP) [ST] filing_status: New | subholding_of: Chase Brokerage Account (3935) | COP | S (partial) | 11/13/2025 | 12/05/2025 | $1,001 - $15,000 | 1.00 | COP0.98 | PartialPartial sale | Joint | Nov 13, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 21 | JT | Danaher Corporation Common Stock (DHR) [ST] filing_status: New | subholding_of: Chase Brokerage Account (3935) | DHR | S (partial) | 11/13/2025 | 12/05/2025 | $1,001 - $15,000 | 1.00 | DHR0.98 | PartialPartial sale | Joint | Nov 13, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 22 | JT | Deere & Company Common Stock (DE) [ST] filing_status: New | subholding_of: Chase Brokerage Account (3935) | DE | S (partial) | 11/13/2025 | 12/05/2025 | $1,001 - $15,000 | 1.00 | DE0.98 | PartialPartial sale | Joint | Nov 13, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 23 | JT | Dover Corporation Common Stock (DOV) [ST] filing_status: New | subholding_of: Chase Brokerage Account (3935) | DOV | S (partial) | 11/13/2025 | 12/05/2025 | $1,001 - $15,000 | 1.00 | DOV0.98 | PartialPartial sale | Joint | Nov 13, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 24 | JT | Eaton Corporation, PLC Ordinary Shares (ETN) [ST] filing_status: New | subholding_of: Chase Brokerage Account (3935) | ETN | S (partial) | 11/13/2025 | 12/05/2025 | $1,001 - $15,000 | 1.00 | ETN0.98 | PartialPartial sale | Joint | Nov 13, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 25 | JT | Eli Lilly and Company Common Stock (LLY) [ST] filing_status: New | subholding_of: Chase Brokerage Account (3935) | LLY | S (partial) | 11/13/2025 | 12/05/2025 | $1,001 - $15,000 | 1.00 | LLY0.98 | PartialPartial sale | Joint | Nov 13, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 26 | JT | EOG Resources, Inc. Common Stock (EOG) [ST] filing_status: New | subholding_of: Chase Brokerage Account (3935) | EOG | S (partial) | 11/13/2025 | 12/05/2025 | $1,001 - $15,000 | 1.00 | EOG0.98 | PartialPartial sale | Joint | Nov 13, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 27 | JT | Fidelity National Information Services, Inc. Common Stock (FIS) [ST] filing_status: New | subholding_of: Chase Brokerage Account (3935) | FIS | S (partial) | 11/13/2025 | 12/05/2025 | $1,001 - $15,000 | 1.00 | FIS0.98 | PartialPartial sale | Joint | Nov 13, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 28 | JT | General Dynamics Corporation Common Stock (GD) [ST] filing_status: New | subholding_of: Chase Brokerage Account (3935) | GD | S (partial) | 11/13/2025 | 12/05/2025 | $1,001 - $15,000 | 1.00 | GD0.98 | PartialPartial sale | Joint | Nov 13, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 29 | JT | Goldman Sachs Group, Inc. (GS) [ST] filing_status: New | subholding_of: Chase Brokerage Account (3935) | — | S (partial) | 11/13/2025 | 12/05/2025 | $1,001 - $15,000 | 1.00 | GS0.95 | PartialPartial sale | Joint | Nov 13, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 30 | JT | Home Depot, Inc. (HD) [ST] filing_status: New | subholding_of: Chase Brokerage Account (3935) | HD | S (partial) | 11/13/2025 | 12/05/2025 | $1,001 - $15,000 | 1.00 | HD0.98 | PartialPartial sale | Joint | Nov 13, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 31 | JT | International Business Machines Corporation Common Stock (IBM) [ST] filing_status: New | subholding_of: Chase Brokerage Account (3935) | IBM | S (partial) | 11/13/2025 | 12/05/2025 | $1,001 - $15,000 | 1.00 | IBM0.98 | PartialPartial sale | Joint | Nov 13, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 32 | JT | International Paper Company Common Stock (IP) [ST] filing_status: New | subholding_of: Merrill Lynch Long Term Growth | IP | S | 11/03/2025 | 12/10/2025 | $1,001 - $15,000 | 1.00 | IP0.98 | SellSell | Joint | Nov 3, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 33 | JT | Johnson & Johnson Common Stock (JNJ) [ST] filing_status: New | subholding_of: Chase Brokerage Account (3935) | JNJ | S (partial) | 11/13/2025 | 12/05/2025 | $1,001 - $15,000 | 1.00 | JNJ0.98 | PartialPartial sale | Joint | Nov 13, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 34 | JT | McDonald's Corporation Common Stock (MCD) [ST] filing_status: New | subholding_of: Chase Brokerage Account (3935) | MCD | S (partial) | 11/13/2025 | 12/05/2025 | $1,001 - $15,000 | 1.00 | MCD0.98 | PartialPartial sale | Joint | Nov 13, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 35 | JT | Medtronic plc. Ordinary Shares (MDT) [ST] filing_status: New | subholding_of: Chase Brokerage Account (3935) | MDT | S (partial) | 11/13/2025 | 12/05/2025 | $1,001 - $15,000 | 1.00 | MDT0.98 | PartialPartial sale | Joint | Nov 13, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 36 | JT | Merck & Company, Inc. Common Stock (MRK) [ST] filing_status: New | subholding_of: Chase Brokerage Account (3935) | MRK | S (partial) | 11/13/2025 | 12/05/2025 | $1,001 - $15,000 | 1.00 | MRK0.98 | PartialPartial sale | Joint | Nov 13, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 37 | JT | Microsoft Corporation - Common Stock (MSFT) [ST] filing_status: New | subholding_of: Chase Brokerage Account (3935) | MSFT | S (partial) | 11/13/2025 | 12/05/2025 | $1,001 - $15,000 | 1.00 | MSFT0.98 | PartialPartial sale | Joint | Nov 13, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 38 | JT | Mondelez International, Inc. - Class A Common Stock (MDLZ) [ST] filing_status: New | subholding_of: Chase Brokerage Account (3935) | MDLZ | S (partial) | 11/13/2025 | 12/05/2025 | $1,001 - $15,000 | 1.00 | MDLZ0.98 | PartialPartial sale | Joint | Nov 13, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 39 | JT | Mondelez International, Inc. - Class A Common Stock (MDLZ) [ST] filing_status: New | subholding_of: Merrill Lynch Long Term Growth | MDLZ | S | 11/03/2025 | 12/10/2025 | $1,001 - $15,000 | 1.00 | MDLZ0.98 | SellSell | Joint | Nov 3, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 40 | JT | Morgan Stanley Common Stock (MS) [ST] filing_status: New | subholding_of: Chase Brokerage Account (3935) | MS | S (partial) | 11/13/2025 | 12/05/2025 | $1,001 - $15,000 | 1.00 | MS0.98 | PartialPartial sale | Joint | Nov 13, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 41 | JT | NextEra Energy, Inc. Common Stock (NEE) [ST] filing_status: New | subholding_of: Chase Brokerage Account (3935) | NEE | S (partial) | 11/13/2025 | 12/05/2025 | $1,001 - $15,000 | 1.00 | NEE0.98 | PartialPartial sale | Joint | Nov 13, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 42 | JT | Norfolk Southern Corporation Common Stock (NSC) [ST] filing_status: New | subholding_of: Chase Brokerage Account (3935) | NSC | S (partial) | 11/13/2025 | 12/05/2025 | $1,001 - $15,000 | 1.00 | NSC0.98 | PartialPartial sale | Joint | Nov 13, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 43 | JT | NXP Semiconductors N.V. - Common Stock (NXPI) [ST] filing_status: New | subholding_of: Chase Brokerage Account (3935) | NXPI | S (partial) | 11/13/2025 | 12/05/2025 | $1,001 - $15,000 | 1.00 | NXPI0.98 | PartialPartial sale | Joint | Nov 13, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 44 | JT | Packaging Corporation of America Common Stock (PKG) [ST] filing_status: New | subholding_of: Chase Brokerage Account (3935) | PKG | S (partial) | 11/13/2025 | 12/05/2025 | $1,001 - $15,000 | 1.00 | PKG0.98 | PartialPartial sale | Joint | Nov 13, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 45 | JT | Pepsico, Inc. (PEP) [ST] filing_status: New | subholding_of: Chase Brokerage Account (3935) | PEP | S (partial) | 11/13/2025 | 12/05/2025 | $1,001 - $15,000 | 1.00 | PEP0.98 | PartialPartial sale | Joint | Nov 13, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 46 | JT | Philip Morris International Inc Common Stock (PM) [ST] filing_status: New | subholding_of: Chase Brokerage Account (3935) | PM | S (partial) | 11/13/2025 | 12/05/2025 | $1,001 - $15,000 | 1.00 | PM0.98 | PartialPartial sale | Joint | Nov 13, 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) | 11/13/2025 | 12/05/2025 | $1,001 - $15,000 | 1.00 | PG0.98 | PartialPartial sale | Joint | Nov 13, 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) | 11/13/2025 | 12/05/2025 | $1,001 - $15,000 | 1.00 | PGR0.98 | PartialPartial sale | Joint | Nov 13, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 49 | JT | Quest Diagnostics Incorporated Common Stock (DGX) [ST] filing_status: New | subholding_of: Merrill Lynch Long Term Growth | DGX | S | 11/03/2025 | 12/10/2025 | $1,001 - $15,000 | 1.00 | DGX0.98 | SellSell | Joint | Nov 3, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 50 | JT | Republic Services, Inc. Common Stock (RSG) [ST] filing_status: New | subholding_of: Chase Brokerage Account (3935) | RSG | S (partial) | 11/13/2025 | 12/05/2025 | $1,001 - $15,000 | 1.00 | RSG0.98 | PartialPartial sale | Joint | Nov 13, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 51 | JT | RTX Corporation Common Stock (RTX) [ST] filing_status: New | subholding_of: Chase Brokerage Account (3935) | RTX | S (partial) | 11/13/2025 | 12/05/2025 | $1,001 - $15,000 | 1.00 | RTX0.98 | PartialPartial sale | Joint | Nov 13, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 52 | JT | Seagate Technology Holdings PLC - Ordinary Shares (STX) [ST] filing_status: New | subholding_of: Chase Brokerage Account (3935) | STX | S (partial) | 11/13/2025 | 12/05/2025 | $1,001 - $15,000 | 1.00 | STX0.98 | PartialPartial sale | Joint | Nov 13, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 53 | JT | Texas Instruments Incorporated - Common Stock (TXN) [ST] filing_status: New | subholding_of: Chase Brokerage Account (3935) | TXN | S (partial) | 11/13/2025 | 12/05/2025 | $1,001 - $15,000 | 1.00 | TXN0.98 | PartialPartial sale | Joint | Nov 13, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 54 | JT | The Bank of New York Mellon Corporation Common Stock (BK) [ST] filing_status: New | subholding_of: Chase Brokerage Account (3935) | BK | S (partial) | 11/13/2025 | 12/05/2025 | $1,001 - $15,000 | 1.00 | BNY0.95 | PartialPartial sale | Joint | Nov 13, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewmodelled |
| 55 | JT | The Cigna Group Common Stock (CI) [ST] filing_status: New | subholding_of: Chase Brokerage Account (3935) | CI | S (partial) | 11/13/2025 | 12/05/2025 | $1,001 - $15,000 | 1.00 | CI0.98 | PartialPartial sale | Joint | Nov 13, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 56 | JT | TJX Companies, Inc. (TJX) [ST] filing_status: New | subholding_of: Chase Brokerage Account (3935) | TJX | S (partial) | 11/13/2025 | 12/05/2025 | $1,001 - $15,000 | 1.00 | TJX0.98 | PartialPartial sale | Joint | Nov 13, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 57 | JT | Union Pacific Corporation Common Stock (UNP) [ST] filing_status: New | subholding_of: Chase Brokerage Account (3935) | UNP | S (partial) | 11/13/2025 | 12/05/2025 | $1,001 - $15,000 | 1.00 | UNP0.98 | PartialPartial sale | Joint | Nov 13, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 58 | JT | UnitedHealth Group Incorporated Common Stock (UNH) [ST] filing_status: New | subholding_of: Chase Brokerage Account (3935) | UNH | S (partial) | 11/13/2025 | 12/05/2025 | $1,001 - $15,000 | 1.00 | UNH0.98 | PartialPartial sale | Joint | Nov 13, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 59 | JT | Verisk Analytics, Inc. - Common Stock (VRSK) [ST] filing_status: New | subholding_of: Merrill Lynch Long Term Growth | VRSK | S | 11/03/2025 | 12/10/2025 | $1,001 - $15,000 | 1.00 | VRSK0.98 | SellSell | Joint | Nov 3, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 60 | JT | Verizon Communications Inc. Common Stock (VZ) [ST] filing_status: New | subholding_of: Chase Brokerage Account (3935) | VZ | S (partial) | 11/13/2025 | 12/05/2025 | $1,001 - $15,000 | 1.00 | VZ0.98 | PartialPartial sale | Joint | Nov 13, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 61 | JT | Walmart Inc. Common Stock (WMT) [ST] filing_status: New | subholding_of: Chase Brokerage Account (3935) | WMT | S (partial) | 11/13/2025 | 12/05/2025 | $1,001 - $15,000 | 1.00 | WMT0.98 | PartialPartial sale | Joint | Nov 13, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 62 | JT | Wells Fargo & Company Common Stock (WFC) [ST] filing_status: New | subholding_of: Chase Brokerage Account (3935) | WFC | S (partial) | 11/13/2025 | 12/05/2025 | $1,001 - $15,000 | 1.00 | WFC0.98 | PartialPartial sale | Joint | Nov 13, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 63 | JT | Xcel Energy Inc. (XEL) [ST] filing_status: New | subholding_of: Chase Brokerage Account (3935) | XEL | S (partial) | 11/13/2025 | 12/05/2025 | $1,001 - $15,000 | 1.00 | XEL0.98 | PartialPartial sale | Joint | Nov 13, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |