Official filing metadata
- Filer (as printed)
- Hon. Dan Newhouse
- Office (as printed)
- WA04
- Chamber
- House
- Filing type
- ptr
- Filing date
- May 16, 2025
- Filing year
- 2025
- Document format
Processing (ours)
- Status
- Parsed
- Rows parsed
- 53
- Parser version
- house_pdf_v1
- Fetched
- Sep 8, 2026
- Parsed
- Sep 8, 2026
- Internal id
- 770
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 · 53
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 | SP | Accenture plc Class A Ordinary Shares (ACN) [ST] filing_status: New | subholding_of: Edward Jones IRA | ACN | S (partial) | 04/11/2025 | 05/01/2025 | $1,001 - $15,000 | 1.00 | ACN0.98 | PartialPartial sale | Spouse | Apr 11, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 2 | SP | Adobe Inc. - Common Stock (ADBE) [ST] filing_status: New | subholding_of: Edward Jones IRA | ADBE | S (partial) | 04/11/2025 | 05/01/2025 | $1,001 - $15,000 | 1.00 | ADBE0.98 | PartialPartial sale | Spouse | Apr 11, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 3 | SP | Alcan Inc Debs [CS] filing_status: New | subholding_of: Edward Jones IRA | description: 12/15/2033 06.125% | — | P | 04/11/2025 | 05/01/2025 | $15,001 - $50,000 | 1.00 | —0.00 | BuyBuy | Spouse | Apr 11, 2025 | $15,001 - $50,000mid $32.5K | Bond | not modelled |
| 4 | SP | Alphabet Inc. - Class A Common Stock (GOOGL) [ST] filing_status: New | subholding_of: Edward Jones IRA | GOOGL | S (partial) | 04/11/2025 | 05/01/2025 | $1,001 - $15,000 | 1.00 | GOOGL0.98 | PartialPartial sale | Spouse | Apr 11, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 5 | SP | Amazon.com, Inc. - Common Stock (AMZN) [ST] filing_status: New | subholding_of: Edward Jones IRA | AMZN | S (partial) | 04/11/2025 | 05/01/2025 | $1,001 - $15,000 | 1.00 | AMZN0.98 | PartialPartial sale | Spouse | Apr 11, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 6 | SP | Analog Devices, Inc. - Common Stock (ADI) [ST] filing_status: New | subholding_of: Edward Jones IRA | ADI | S (partial) | 04/11/2025 | 05/01/2025 | $1,001 - $15,000 | 1.00 | ADI0.98 | PartialPartial sale | Spouse | Apr 11, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 7 | SP | Apple Inc. - Common Stock (AAPL) [ST] filing_status: New | subholding_of: Edward Jones IRA | AAPL | S (partial) | 04/11/2025 | 05/01/2025 | $1,001 - $15,000 | 1.00 | AAPL0.98 | PartialPartial sale | Spouse | Apr 11, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 8 | SP | AT&T Inc. (T) [ST] filing_status: New | subholding_of: Edward Jones IRA | T | S (partial) | 04/11/2025 | 05/01/2025 | $1,001 - $15,000 | 1.00 | T0.98 | PartialPartial sale | Spouse | Apr 11, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 9 | SP | Bank Amer Corp SR [CS] filing_status: New | subholding_of: Edward Jones IRA | description: 2/07/2042 05.875% | — | P | 04/11/2025 | 05/01/2025 | $15,001 - $50,000 | 1.00 | —0.00 | BuyBuy | Spouse | Apr 11, 2025 | $15,001 - $50,000mid $32.5K | Bond | not modelled |
| 10 | SP | BlackRock, Inc. Common Stock (BLK) [ST] filing_status: New | subholding_of: Edward Jones IRA | BLK | S (partial) | 04/11/2025 | 05/01/2025 | $1,001 - $15,000 | 1.00 | BLK0.98 | PartialPartial sale | Spouse | Apr 11, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 11 | SP | Booking Holdings Inc. - Common Stock (BKNG) [ST] filing_status: New | subholding_of: Edward Jones IRA | BKNG | S | 04/11/2025 | 05/01/2025 | $1,001 - $15,000 | 1.00 | BKNG0.98 | SellSell | Spouse | Apr 11, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 12 | SP | Broadcom Inc. - Common Stock (AVGO) [ST] filing_status: New | subholding_of: Edward Jones IRA | AVGO | S (partial) | 04/11/2025 | 05/01/2025 | $1,001 - $15,000 | 1.00 | AVGO0.98 | PartialPartial sale | Spouse | Apr 11, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 13 | SP | Danaher Corporation Common Stock (DHR) [ST] filing_status: New | subholding_of: Edward Jones IRA | DHR | S (partial) | 04/11/2025 | 05/01/2025 | $1,001 - $15,000 | 1.00 | DHR0.98 | PartialPartial sale | Spouse | Apr 11, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 14 | SP | Deere & Company Common Stock (DE) [ST] filing_status: New | subholding_of: Edward Jones IRA | DE | S (partial) | 04/11/2025 | 05/01/2025 | $1,001 - $15,000 | 1.00 | DE0.98 | PartialPartial sale | Spouse | Apr 11, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 15 | SP | Dollar General Corporation Common Stock (DG) [ST] filing_status: New | subholding_of: Edward Jones IRA | DG | S (partial) | 04/11/2025 | 05/01/2025 | $1,001 - $15,000 | 1.00 | DG0.98 | PartialPartial sale | Spouse | Apr 11, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 16 | SP | Elevance Health, Inc. Common Stock (ELV) [ST] filing_status: New | subholding_of: Edward Jones IRA | ELV | S (partial) | 04/11/2025 | 05/01/2025 | $1,001 - $15,000 | 1.00 | ELV0.98 | PartialPartial sale | Spouse | Apr 11, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 17 | SP | Eli Lilly and Company Common Stock (LLY) [ST] filing_status: New | subholding_of: Edward Jones IRA | LLY | S (partial) | 04/11/2025 | 05/01/2025 | $1,001 - $15,000 | 1.00 | LLY0.98 | PartialPartial sale | Spouse | Apr 11, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 18 | SP | Equity Residential Common Shares of Beneficial Interest (EQR) [ST] filing_status: New | subholding_of: Edward Jones IRA | EQR | S (partial) | 04/11/2025 | 05/01/2025 | $1,001 - $15,000 | 1.00 | EQR0.98 | PartialPartial sale | Spouse | Apr 11, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 19 | SP | Essential Utilities, Inc. Common Stock (WTRG) [ST] filing_status: New | subholding_of: Edward Jones IRA | WTRG | S (partial) | 04/11/2025 | 05/01/2025 | $1,001 - $15,000 | 1.00 | WTRG0.98 | PartialPartial sale | Spouse | Apr 11, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 20 | SP | Estee Lauder Companies, Inc. (EL) [ST] filing_status: New | subholding_of: Edward Jones IRA | EL | S (partial) | 04/11/2025 | 05/01/2025 | $1,001 - $15,000 | 1.00 | EL0.98 | PartialPartial sale | Spouse | Apr 11, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 21 | SP | Evergy, Inc. (EVRG) [ST] filing_status: New | subholding_of: Edward Jones IRA | EVRG | S (partial) | 04/11/2025 | 05/01/2025 | $1,001 - $15,000 | 1.00 | EVRG0.98 | PartialPartial sale | Spouse | Apr 11, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 22 | SP | Fiserv, Inc. Common Stock (FI) [ST] filing_status: New | subholding_of: Edward Jones IRA | FI | S (partial) | 04/11/2025 | 05/01/2025 | $1,001 - $15,000 | 1.00 | FISV0.95 | PartialPartial sale | Spouse | Apr 11, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewmodelled |
| 23 | SP | Fortinet, Inc. - Common Stock (FTNT) [ST] filing_status: New | subholding_of: Edward Jones IRA | FTNT | S (partial) | 04/11/2025 | 05/01/2025 | $1,001 - $15,000 | 1.00 | FTNT0.98 | PartialPartial sale | Spouse | Apr 11, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 24 | SP | Honeywell International Inc. (HON) [ST] filing_status: New | subholding_of: Edward Jones IRA | HON | S (partial) | 04/11/2025 | 05/01/2025 | $1,001 - $15,000 | 1.00 | HON0.98 | PartialPartial sale | Spouse | Apr 11, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 25 | SP | Intuit Inc. - Common Stock (INTU) [ST] filing_status: New | subholding_of: Edward Jones IRA | INTU | S (partial) | 04/11/2025 | 05/01/2025 | $1,001 - $15,000 | 1.00 | INTU0.98 | PartialPartial sale | Spouse | Apr 11, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 26 | SP | JP Morgan Chase &Co [CS] filing_status: New | subholding_of: Edward Jones IRA | description: 05/15/2038 06.400% | — | P | 04/11/2025 | 05/01/2025 | $15,001 - $50,000 | 1.00 | JPM0.92 | BuyBuy | Spouse | Apr 11, 2025 | $15,001 - $50,000mid $32.5K | Bond | not modelled |
| 27 | SP | Linde plc - Ordinary Shares (LIN) [ST] filing_status: New | subholding_of: Edward Jones IRA | LIN | S (partial) | 04/11/2025 | 05/01/2025 | $1,001 - $15,000 | 1.00 | LIN0.98 | PartialPartial sale | Spouse | Apr 11, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 28 | SP | Lowe's Companies, Inc. Common Stock (LOW) [ST] filing_status: New | subholding_of: Edward Jones IRA | LOW | S (partial) | 04/11/2025 | 05/01/2025 | $1,001 - $15,000 | 1.00 | LOW0.98 | PartialPartial sale | Spouse | Apr 11, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 29 | SP | Magna International, Inc. Common Stock (MGA) [ST] filing_status: New | subholding_of: Edward Jones IRA | MGA | S (partial) | 04/11/2025 | 05/01/2025 | $1,001 - $15,000 | 1.00 | MGA0.98 | PartialPartial sale | Spouse | Apr 11, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 30 | SP | Marathon Petroleum Corporation Common Stock (MPC) [ST] filing_status: New | subholding_of: Edward Jones IRA | MPC | S (partial) | 04/11/2025 | 05/01/2025 | $1,001 - $15,000 | 1.00 | MPC0.98 | PartialPartial sale | Spouse | Apr 11, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 31 | SP | Microsoft Corporation - Common Stock (MSFT) [ST] filing_status: New | subholding_of: Edward Jones IRA | MSFT | S (partial) | 04/11/2025 | 05/01/2025 | $1,001 - $15,000 | 1.00 | MSFT0.98 | PartialPartial sale | Spouse | Apr 11, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 32 | SP | Mondelez International, Inc. - Class A Common Stock (MDLZ) [ST] filing_status: New | subholding_of: Edward Jones IRA | MDLZ | S (partial) | 04/11/2025 | 05/01/2025 | $1,001 - $15,000 | 1.00 | MDLZ0.98 | PartialPartial sale | Spouse | Apr 11, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 33 | SP | Moody's Corporation Common Stock (MCO) [ST] filing_status: New | subholding_of: Edward Jones IRA | MCO | S (partial) | 04/11/2025 | 05/01/2025 | $1,001 - $15,000 | 1.00 | MCO0.98 | PartialPartial sale | Spouse | Apr 11, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 34 | SP | Netflix, Inc. - Common Stock (NFLX) [ST] filing_status: New | subholding_of: Edward Jones IRA | NFLX | S (partial) | 04/11/2025 | 05/01/2025 | $1,001 - $15,000 | 1.00 | NFLX0.98 | PartialPartial sale | Spouse | Apr 11, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 35 | SP | NiSource Inc Common Stock (NI) [ST] filing_status: New | subholding_of: Edward Jones IRA | NI | S (partial) | 04/11/2025 | 05/01/2025 | $1,001 - $15,000 | 1.00 | NI0.98 | PartialPartial sale | Spouse | Apr 11, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 36 | SP | NVIDIA Corporation - Common Stock (NVDA) [ST] filing_status: New | subholding_of: Edward Jones IRA | NVDA | S (partial) | 04/11/2025 | 05/01/2025 | $1,001 - $15,000 | 1.00 | NVDA0.98 | PartialPartial sale | Spouse | Apr 11, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 37 | SP | PayPal Holdings, Inc. - Common Stock (PYPL) [ST] filing_status: New | subholding_of: Edward Jones IRA | PYPL | S | 04/11/2025 | 05/01/2025 | $1,001 - $15,000 | 1.00 | PYPL0.98 | SellSell | Spouse | Apr 11, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 38 | SP | Pepsico, Inc. (PEP) [ST] filing_status: New | subholding_of: Edward Jones IRA | PEP | S (partial) | 04/11/2025 | 05/01/2025 | $1,001 - $15,000 | 1.00 | PEP0.98 | PartialPartial sale | Spouse | Apr 11, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 39 | SP | Prudential Finl Inc Medium Term [CS] filing_status: New | subholding_of: Edward Jones IRA | description: 12/01/2037 06.625% | — | P | 04/11/2025 | 05/01/2025 | $15,001 - $50,000 | 1.00 | —0.00 | BuyBuy | Spouse | Apr 11, 2025 | $15,001 - $50,000mid $32.5K | Bond | not modelled |
| 40 | SP | RTX Corporation Common Stock (RTX) [ST] filing_status: New | subholding_of: Edward Jones IRA | RTX | S (partial) | 04/11/2025 | 05/01/2025 | $1,001 - $15,000 | 1.00 | RTX0.98 | PartialPartial sale | Spouse | Apr 11, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 41 | SP | Salesforce, Inc. Common Stock (CRM) [ST] filing_status: New | subholding_of: Edward Jones IRA | CRM | S (partial) | 04/11/2025 | 05/01/2025 | $1,001 - $15,000 | 1.00 | CRM0.98 | PartialPartial sale | Spouse | Apr 11, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 42 | SP | ServiceNow, Inc. Common Stock (NOW) [ST] filing_status: New | subholding_of: Edward Jones IRA | NOW | S (partial) | 04/11/2025 | 05/01/2025 | $1,001 - $15,000 | 1.00 | NOW0.98 | PartialPartial sale | Spouse | Apr 11, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 43 | SP | Starbucks Corporation - Common Stock (SBUX) [ST] filing_status: New | subholding_of: Edward Jones IRA | SBUX | S (partial) | 04/11/2025 | 05/01/2025 | $1,001 - $15,000 | 1.00 | SBUX0.98 | PartialPartial sale | Spouse | Apr 11, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 44 | SP | Tesla, Inc. - Common Stock (TSLA) [ST] filing_status: New | subholding_of: Edward Jones IRA | TSLA | S (partial) | 04/11/2025 | 05/01/2025 | $1,001 - $15,000 | 1.00 | TSLA0.98 | PartialPartial sale | Spouse | Apr 11, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 45 | SP | The Hershey Company Common Stock (HSY) [ST] filing_status: New | subholding_of: Edward Jones IRA | HSY | S (partial) | 04/11/2025 | 05/01/2025 | $1,001 - $15,000 | 1.00 | HSY0.98 | PartialPartial sale | Spouse | Apr 11, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 46 | SP | Thermo Fisher Scientific Inc Common Stock (TMO) [ST] filing_status: New | subholding_of: Edward Jones IRA | TMO | S (partial) | 04/11/2025 | 05/01/2025 | $1,001 - $15,000 | 1.00 | TMO0.98 | PartialPartial sale | Spouse | Apr 11, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 47 | SP | Truist Financial Corporation Common Stock (TFC) [ST] filing_status: New | subholding_of: Edward Jones IRA | TFC | S (partial) | 04/11/2025 | 05/01/2025 | $1,001 - $15,000 | 1.00 | TFC0.98 | PartialPartial sale | Spouse | Apr 11, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 48 | SP | Union Pacific Corporation Common Stock (UNP) [ST] filing_status: New | subholding_of: Edward Jones IRA | UNP | S (partial) | 04/11/2025 | 05/01/2025 | $1,001 - $15,000 | 1.00 | UNP0.98 | PartialPartial sale | Spouse | Apr 11, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 49 | SP | UnitedHealth Group Incorporated Common Stock (UNH) [ST] filing_status: New | subholding_of: Edward Jones IRA | UNH | S (partial) | 04/11/2025 | 05/01/2025 | $1,001 - $15,000 | 1.00 | UNH0.98 | PartialPartial sale | Spouse | Apr 11, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 50 | SP | V.F. Corporation Common Stock (VFC) [ST] filing_status: New | subholding_of: Edward Jones IRA | VFC | S (partial) | 04/11/2025 | 05/01/2025 | $1,001 - $15,000 | 1.00 | VFC0.98 | PartialPartial sale | Spouse | Apr 11, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 51 | SP | Verizon Communications Inc. Common Stock (VZ) [ST] filing_status: New | subholding_of: Edward Jones IRA | VZ | S (partial) | 04/11/2025 | 05/01/2025 | $1,001 - $15,000 | 1.00 | VZ0.98 | PartialPartial sale | Spouse | Apr 11, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 52 | SP | Visa Inc. (V) [ST] filing_status: New | subholding_of: Edward Jones IRA | V | S (partial) | 04/11/2025 | 05/01/2025 | $1,001 - $15,000 | 1.00 | V0.98 | PartialPartial sale | Spouse | Apr 11, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 53 | SP | Walmart Stores Inc [CS] filing_status: New | subholding_of: Edward Jones IRA | description: 04/15/2041 05.625% | — | P | 04/11/2025 | 05/01/2025 | $15,001 - $50,000 | 1.00 | WMT0.92 | BuyBuy | Spouse | Apr 11, 2025 | $15,001 - $50,000mid $32.5K | Bond | not modelled |