Official filing metadata
- Filer (as printed)
- Hon. Kelly Louise Morrison
- Office (as printed)
- MN03
- Chamber
- House
- Filing type
- ptr
- Filing date
- Apr 11, 2025
- Filing year
- 2025
- Document format
Processing (ours)
- Status
- Parsed
- Rows parsed
- 18
- Parser version
- house_pdf_v1
- Fetched
- Sep 8, 2026
- Parsed
- Sep 8, 2026
- Internal id
- 753
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 · 18
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 | — | Broadcom Inc. - Common Stock (AVGO) [ST] filing_status: New | subholding_of: Trust 1 | AVGO | P | 03/21/2025 | 04/04/2025 | $1,001 - $15,000 | 1.00 | AVGO0.98 | BuyBuy | Self | Mar 21, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 2 | — | Broadcom Inc. - Common Stock (AVGO) [ST] filing_status: New | subholding_of: Trust 5 | AVGO | P | 03/21/2025 | 04/04/2025 | $1,001 - $15,000 | 1.00 | AVGO0.98 | BuyBuy | Self | Mar 21, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 3 | — | CACI International, Inc. Class A Common Stock (CACI) [ST] filing_status: New | subholding_of: Trust 1 | CACI | S | 03/20/2025 | 04/04/2025 | $1,001 - $15,000 | 1.00 | CACI0.98 | SellSell | Self | Mar 20, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 4 | — | CACI International, Inc. Class A Common Stock (CACI) [ST] filing_status: New | subholding_of: Trust 5 | CACI | S | 03/20/2025 | 04/04/2025 | $1,001 - $15,000 | 1.00 | CACI0.98 | SellSell | Self | Mar 20, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 5 | — | CACI International, Inc. Class A Common Stock (CACI) [ST] filing_status: New | subholding_of: Trust 2 | CACI | S | 03/20/2025 | 04/04/2025 | $1,001 - $15,000 | 1.00 | CACI0.98 | SellSell | Self | Mar 20, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 6 | — | D.R. Horton, Inc. Common Stock (DHI) [ST] filing_status: New | subholding_of: Trust 5 | DHI | S (partial) | 03/20/2025 | 04/04/2025 | $1,001 - $15,000 | 1.00 | DHI0.98 | PartialPartial sale | Self | Mar 20, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 7 | — | D.R. Horton, Inc. Common Stock (DHI) [ST] filing_status: New | subholding_of: Trust 1 | DHI | S (partial) | 03/20/2025 | 04/04/2025 | $1,001 - $15,000 | 1.00 | DHI0.98 | PartialPartial sale | Self | Mar 20, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 8 | — | Diageo plc Common Stock (DEO) [ST] filing_status: New | subholding_of: Trust 1 | DEO | S | 03/20/2025 | 04/04/2025 | $1,001 - $15,000 | 1.00 | DEO0.98 | SellSell | Self | Mar 20, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 9 | — | Diageo plc Common Stock (DEO) [ST] filing_status: New | subholding_of: Trust 5 | DEO | S | 03/20/2025 | 04/04/2025 | $1,001 - $15,000 | 1.00 | DEO0.98 | SellSell | Self | Mar 20, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 10 | — | Diageo plc Common Stock (DEO) [ST] filing_status: New | subholding_of: Trust 2 | DEO | S | 03/20/2025 | 04/04/2025 | $1,001 - $15,000 | 1.00 | DEO0.98 | SellSell | Self | Mar 20, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 11 | — | Merck & Company, Inc. Common Stock (MRK) [ST] filing_status: New | subholding_of: Trust 2 | MRK | S (partial) | 03/20/2025 | 04/04/2025 | $1,001 - $15,000 | 1.00 | MRK0.98 | PartialPartial sale | Self | Mar 20, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 12 | — | Meta Platforms, Inc. - Class A Common Stock (META) [ST] filing_status: New | subholding_of: Trust 5 | META | P | 03/24/2025 | 04/04/2025 | $1,001 - $15,000 | 1.00 | META0.98 | BuyBuy | Self | Mar 24, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 13 | — | Meta Platforms, Inc. - Class A Common Stock (META) [ST] filing_status: New | subholding_of: Trust 1 | META | P | 03/24/2025 | 04/04/2025 | $1,001 - $15,000 | 1.00 | META0.98 | BuyBuy | Self | Mar 24, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 14 | — | Meta Platforms, Inc. - Class A Common Stock (META) [ST] filing_status: New | subholding_of: Trust 2 | META | P | 03/24/2025 | 04/04/2025 | $15,001 - $50,000 | 1.00 | META0.98 | BuyBuy | Self | Mar 24, 2025 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 15 | — | United Parcel Service, Inc. Common Stock (UPS) [ST] filing_status: New | subholding_of: Trust 1 | UPS | S (partial) | 03/20/2025 | 04/04/2025 | $1,001 - $15,000 | 1.00 | UPS0.98 | PartialPartial sale | Self | Mar 20, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 16 | — | United Parcel Service, Inc. Common Stock (UPS) [ST] filing_status: New | subholding_of: Trust 2 | UPS | S (partial) | 03/20/2025 | 04/04/2025 | $1,001 - $15,000 | 1.00 | UPS0.98 | PartialPartial sale | Self | Mar 20, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 17 | — | United Parcel Service, Inc. Common Stock (UPS) [ST] filing_status: New | subholding_of: Trust 5 | UPS | S (partial) | 03/20/2025 | 04/04/2025 | $1,001 - $15,000 | 1.00 | UPS0.98 | PartialPartial sale | Self | Mar 20, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 18 | — | US Treasury Note DTD 02/28/26 [GS] filing_status: New | subholding_of: Trust 5 | — | P | 03/04/2025 | 04/04/2025 | $15,001 - $50,000 | 1.00 | —0.00 | BuyBuy | Self | Mar 4, 2025 | $15,001 - $50,000mid $32.5K | Bond | not modelled |