Official filing metadata
- Filer (as printed)
- Hon. Richard Dean Dr McCormick
- Office (as printed)
- GA06
- Chamber
- House
- Filing type
- ptr
- Filing date
- Sep 17, 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
- 718
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 | — | Abbott Laboratories Common Stock (ABT) [ST] filing_status: New | subholding_of: Growth Partners Roth IRA | ABT | P | 03/15/2023 | 04/10/2023 | $1,001 - $15,000 | 1.00 | ABT0.98 | BuyBuy | Self | Mar 15, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 2 | — | Air Products and Chemicals, Inc. Common Stock (APD) [ST] filing_status: New | subholding_of: Growth Partners Roth IRA | APD | P | 03/15/2023 | 04/10/2023 | $1,001 - $15,000 | 1.00 | APD0.98 | BuyBuy | Self | Mar 15, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 3 | — | American Tower Corporation (AMT) [ST] filing_status: New | subholding_of: Growth Partners Roth IRA | AMT | P | 03/15/2023 | 04/10/2023 | $1,001 - $15,000 | 1.00 | AMT0.98 | BuyBuy | Self | Mar 15, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 4 | — | American Water Works Company, Inc. Common Stock (AWK) [ST] filing_status: New | subholding_of: Growth Partners Roth IRA | AWK | P | 03/15/2023 | 04/10/2023 | $1,001 - $15,000 | 1.00 | AWK0.98 | BuyBuy | Self | Mar 15, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 5 | — | Analog Devices, Inc. - Common Stock (ADI) [ST] filing_status: New | subholding_of: Growth Partners Roth IRA | ADI | P | 03/15/2023 | 04/10/2023 | $1,001 - $15,000 | 1.00 | ADI0.98 | BuyBuy | Self | Mar 15, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 6 | — | Apple Inc. - Common Stock (AAPL) [ST] filing_status: New | subholding_of: Growth Partners Roth IRA | AAPL | P | 03/15/2023 | 04/10/2023 | $1,001 - $15,000 | 1.00 | AAPL0.98 | BuyBuy | Self | Mar 15, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 7 | — | Automatic Data Processing, Inc. - Common Stock (ADP) [ST] filing_status: New | subholding_of: Growth Partners Roth IRA | ADP | P | 03/15/2023 | 04/10/2023 | $1,001 - $15,000 | 1.00 | ADP0.98 | BuyBuy | Self | Mar 15, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 8 | — | Baron Asset Fund Inst Shs (BARIX) [OT] filing_status: New | subholding_of: Growth Partners Roth IRA | location: US | description: Mutual Fund | BARIX | P | 03/15/2023 | 04/10/2023 | $1,001 - $15,000 | 1.00 | BARIX0.98 | BuyBuy | Self | Mar 15, 2023 | $1,001 - $15,000mid $8K | Other | not modelled |
| 9 | — | Baron Emerging Markets Fd Inst Shs (BEXIX) [OT] filing_status: New | subholding_of: Growth Partners Roth IRA | location: US | description: Mutual Fund | BEXIX | P | 03/15/2023 | 04/10/2023 | $1,001 - $15,000 | 1.00 | BEXIX0.98 | BuyBuy | Self | Mar 15, 2023 | $1,001 - $15,000mid $8K | Other | not modelled |
| 10 | — | BlackRock, Inc. Common Stock (BLK) [ST] filing_status: New | subholding_of: Growth Partners Roth IRA | BLK | P | 03/15/2023 | 04/10/2023 | $1,001 - $15,000 | 1.00 | BLK0.98 | BuyBuy | Self | Mar 15, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 11 | — | Cisco Systems, Inc. - Common Stock (CSCO) [ST] filing_status: New | subholding_of: Growth Partners Roth IRA | CSCO | P | 03/15/2023 | 04/10/2023 | $1,001 - $15,000 | 1.00 | CSCO0.98 | BuyBuy | Self | Mar 15, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 12 | — | Costco Wholesale Corporation - Common Stock (COST) [ST] filing_status: New | subholding_of: Growth Partners Roth IRA | COST | P | 03/15/2023 | 04/10/2023 | $1,001 - $15,000 | 1.00 | COST0.98 | BuyBuy | Self | Mar 15, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 13 | — | Emerson Electric Company Common Stock (EMR) [ST] filing_status: New | subholding_of: Growth Partners Roth IRA | EMR | P | 03/15/2023 | 04/10/2023 | $1,001 - $15,000 | 1.00 | EMR0.98 | BuyBuy | Self | Mar 15, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 14 | — | Fidelity Advisor International Capital Appreciation Fund: Class I (FCPIX) [OT] filing_status: New | subholding_of: Growth Partners Roth IRA | location: US | description: Mutual Fund | FCPIX | P | 03/15/2023 | 04/10/2023 | $1,001 - $15,000 | 1.00 | FCPIX0.98 | BuyBuy | Self | Mar 15, 2023 | $1,001 - $15,000mid $8K | Other | not modelled |
| 15 | — | Fidelity Advisor Total Bond Fund: Class I (FEPIX) [OT] filing_status: New | subholding_of: Growth Partners Roth IRA | location: US | description: Mutual Fund | FEPIX | P | 03/15/2023 | 04/10/2023 | $1,001 - $15,000 | 1.00 | FEPIX0.98 | BuyBuy | Self | Mar 15, 2023 | $1,001 - $15,000mid $8K | Other | not modelled |
| 16 | — | Home Depot, Inc. (HD) [ST] filing_status: New | subholding_of: Growth Partners Roth IRA | HD | P | 03/15/2023 | 04/10/2023 | $1,001 - $15,000 | 1.00 | HD0.98 | BuyBuy | Self | Mar 15, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 17 | — | Illinois Tool Works Inc. Common Stock (ITW) [ST] filing_status: New | subholding_of: Growth Partners Roth IRA | ITW | P | 03/15/2023 | 04/10/2023 | $1,001 - $15,000 | 1.00 | ITW0.98 | BuyBuy | Self | Mar 15, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 18 | — | Intercontinental Exchange Inc. Common Stock (ICE) [ST] filing_status: New | subholding_of: Growth Partners Roth IRA | ICE | P | 03/15/2023 | 04/10/2023 | $1,001 - $15,000 | 1.00 | ICE0.98 | BuyBuy | Self | Mar 15, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 19 | — | Janus Henderson Flexible Bond Fund - I Shares (JFLEX) [OT] filing_status: New | subholding_of: Growth Partners Roth IRA | location: US | description: Mutual Fund | JFLEX | P | 03/15/2023 | 04/10/2023 | $1,001 - $15,000 | 1.00 | JFLEX0.98 | BuyBuy | Self | Mar 15, 2023 | $1,001 - $15,000mid $8K | Other | not modelled |
| 20 | — | Johnson & Johnson Common Stock (JNJ) [ST] filing_status: New | subholding_of: Growth Partners Roth IRA | JNJ | P | 03/15/2023 | 04/10/2023 | $1,001 - $15,000 | 1.00 | JNJ0.98 | BuyBuy | Self | Mar 15, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 21 | — | L3Harris Technologies, Inc. Common Stock (LHX) [ST] filing_status: New | subholding_of: Growth Partners Roth IRA | LHX | P | 03/15/2023 | 04/10/2023 | $1,001 - $15,000 | 1.00 | LHX0.98 | BuyBuy | Self | Mar 15, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 22 | — | McDonald's Corporation Common Stock (MCD) [ST] filing_status: New | subholding_of: Growth Partners Roth IRA | MCD | P | 03/15/2023 | 04/10/2023 | $1,001 - $15,000 | 1.00 | MCD0.98 | BuyBuy | Self | Mar 15, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 23 | — | Medtronic plc. Ordinary Shares (MDT) [ST] filing_status: New | subholding_of: Growth Partners Roth IRA | MDT | P | 03/15/2023 | 04/10/2023 | $1,001 - $15,000 | 1.00 | MDT0.98 | BuyBuy | Self | Mar 15, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 24 | — | Microsoft Corporation - Common Stock (MSFT) [ST] filing_status: New | subholding_of: Growth Partners Roth IRA | MSFT | P | 03/15/2023 | 04/10/2023 | $1,001 - $15,000 | 1.00 | MSFT0.98 | BuyBuy | Self | Mar 15, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 25 | — | Neuberger Berman Genesis Institutional (NBGIX) [OT] filing_status: New | subholding_of: Growth Partners Roth IRA | location: US | description: Mutual Fund | NBGIX | P | 03/15/2023 | 04/10/2023 | $1,001 - $15,000 | 1.00 | NBGIX0.98 | BuyBuy | Self | Mar 15, 2023 | $1,001 - $15,000mid $8K | Other | not modelled |
| 26 | — | NextEra Energy, Inc. Common Stock (NEE) [ST] filing_status: New | subholding_of: Growth Partners Roth IRA | NEE | P | 03/15/2023 | 04/10/2023 | $1,001 - $15,000 | 1.00 | NEE0.98 | BuyBuy | Self | Mar 15, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 27 | — | Nuveen Real Estate Securities Fund Cl I (FARCX) [OT] filing_status: New | subholding_of: Growth Partners Roth IRA | location: US | description: Mutual Fund | FARCX | P | 03/15/2023 | 04/10/2023 | $1,001 - $15,000 | 1.00 | FARCX0.98 | BuyBuy | Self | Mar 15, 2023 | $1,001 - $15,000mid $8K | Other | not modelled |
| 28 | — | Pepsico, Inc. (PEP) [ST] filing_status: New | subholding_of: Growth Partners Roth IRA | PEP | P | 03/15/2023 | 04/10/2023 | $1,001 - $15,000 | 1.00 | PEP0.98 | BuyBuy | Self | Mar 15, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 29 | — | Realty Income Corporation Common Stock (O) [ST] filing_status: New | subholding_of: Growth Partners Roth IRA | O | P | 03/15/2023 | 04/10/2023 | $1,001 - $15,000 | 1.00 | O0.98 | BuyBuy | Self | Mar 15, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 30 | — | Thornburg Strategic Income Fund Class 1 Shs (TSIIX) [OT] filing_status: New | subholding_of: Growth Partners Roth IRA | location: US | description: Mutual Fund | TSIIX | P | 03/15/2023 | 04/10/2023 | $1,001 - $15,000 | 1.00 | TSIIX0.98 | BuyBuy | Self | Mar 15, 2023 | $1,001 - $15,000mid $8K | Other | not modelled |
| 31 | — | UnitedHealth Group Incorporated Common Stock (UNH) [ST] filing_status: New | subholding_of: Growth Partners Roth IRA | UNH | P | 03/15/2023 | 04/10/2023 | $1,001 - $15,000 | 1.00 | UNH0.98 | BuyBuy | Self | Mar 15, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 32 | — | Vanguard Mega Cap Growth ETF (MGK) [OT] filing_status: New | subholding_of: Growth Partners Roth IRA | location: US | description: ETF | MGK | P | 03/15/2023 | 04/10/2023 | $1,001 - $15,000 | 1.00 | MGK0.98 | BuyBuy | Self | Mar 15, 2023 | $1,001 - $15,000mid $8K | Etf | modelled |
| 33 | — | Walmart Inc. Common Stock (WMT) [ST] filing_status: New | subholding_of: Growth Partners Roth IRA | WMT | P | 03/15/2023 | 04/10/2023 | $1,001 - $15,000 | 1.00 | WMT0.98 | BuyBuy | Self | Mar 15, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |