Official filing metadata
- Filer (as printed)
- Hon. John W. Rose
- Office (as printed)
- TN06
- Chamber
- House
- Filing type
- ptr
- Filing date
- Jul 4, 2025
- Filing year
- 2025
- Document format
Processing (ours)
- Status
- Parsed
- Rows parsed
- 10
- Parser version
- house_pdf_v1
- Fetched
- Sep 8, 2026
- Parsed
- Sep 8, 2026
- Internal id
- 812
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 · 10
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 | — | Alphabet Inc. - Class A Common Stock (GOOGL) [ST] filing_status: New | subholding_of: Raymond James Brokerage Account | GOOGL | S | 06/03/2025 | 06/04/2025 | $1,000,001 - $5,000,000 | 1.00 | GOOGL0.98 | SellSell | Self | Jun 3, 2025 | $1,000,001 - $5,000,000mid $3M | Stock | modelled |
| 2 | — | Alphabet Inc. - Class C Capital Stock (GOOG) [ST] filing_status: New | subholding_of: Raymond James Brokerage Account | GOOG | S | 06/03/2025 | 06/04/2025 | $250,001 - $500,000 | 1.00 | GOOG0.98 | SellSell | Self | Jun 3, 2025 | $250,001 - $500,000mid $375K | Stock | modelled |
| 3 | — | AMERICAN FUNDS CAPITAL WORLD GROWTH & INCOME FD CL A M/F (Symbol: CWGIX) [OT] filing_status: New | subholding_of: Raymond James Brokerage Account | location: US | description: AMERICAN FUNDS CAPITAL WORLD GROWTH & INCOME FD CL A M/F (Symbol: CWGIX) | — | S | 06/03/2025 | 07/04/2025 | $250,001 - $500,000 | 1.00 | —0.00 | SellSell | Self | Jun 3, 2025 | $250,001 - $500,000mid $375K | Other | not modelled |
| 4 | — | AMERICAN FUNDS EUPAC FUND CL A M/F (Symbol: AEPGX) [OT] filing_status: New | subholding_of: Raymond James Brokerage Account | location: US | description: AMERICAN FUNDS EUPAC FUND CL A M/F (Symbol: AEPGX) | — | S | 06/03/2025 | 06/04/2025 | $250,001 - $500,000 | 1.00 | —0.00 | SellSell | Self | Jun 3, 2025 | $250,001 - $500,000mid $375K | Other | not modelled |
| 5 | — | AMERICAN FUNDS GROWTH FUND OF AMERICA FUND CL A M/F (Symbol: AGTHX) [OT] filing_status: New | subholding_of: Raymond James Brokerage Account | location: US | description: AMERICAN FUNDS GROWTH FUND OF AMERICA FUND CL A M/F (Symbol: AGTHX) | — | S | 06/03/2025 | 06/04/2025 | $500,001 - $1,000,000 | 1.00 | —0.00 | SellSell | Self | Jun 3, 2025 | $500,001 - $1,000,000mid $750K | Other | not modelled |
| 6 | — | AMERICAN FUNDS INVESTMENT CO OF AMERICA FD CL A M/F (Symbol: AIVSX) [OT] filing_status: New | subholding_of: Raymond James Brokerage Account | location: US | description: AMERICAN FUNDS INVESTMENT CO OF AMERICA FD CL A M/F (Symbol: AIVSX) | — | S | 06/03/2025 | 06/04/2025 | $250,001 - $500,000 | 1.00 | —0.00 | SellSell | Self | Jun 3, 2025 | $250,001 - $500,000mid $375K | Other | not modelled |
| 7 | — | AMERICAN FUNDS SMALLCAP WORLD FUND CL A M/F (SMCWX) [OT] filing_status: New | subholding_of: Raymond James Brokerage Account | location: US | description: AMERICAN FUNDS SMALLCAP WORLD FUND CL A M/F (SMCWX) | SMCWX | S | 06/03/2025 | 06/04/2025 | $500,001 - $1,000,000 | 1.00 | SMCWX0.98 | SellSell | Self | Jun 3, 2025 | $500,001 - $1,000,000mid $750K | Other | not modelled |
| 8 | — | AMERICAN FUNDS SMALLCAP WORLD FUND CL A M/F (Symbol: SMCWX) [OT] filing_status: New | subholding_of: Raymond James Brokerage Account | location: US | description: AMERICAN FUNDS SMALLCAP WORLD FUND CL A M/F (Symbol: SMCWX) | — | S | 06/03/2025 | 06/04/2025 | $500,001 - $1,000,000 | 1.00 | —0.00 | SellSell | Self | Jun 3, 2025 | $500,001 - $1,000,000mid $750K | Other | not modelled |
| 9 | — | JPMORGAN U.S. GOVERNMENT MONEY MARKET FD CAPITAL CL M/M (Symbol: OGVXX) [OT] filing_status: New | subholding_of: Raymond James Brokerage Account | location: US | description: JPMORGAN U.S. GOVERNMENT MONEY MARKET FD CAPITAL CL M/M (Symbol: OGVXX) | — | P | 06/03/2025 | 06/04/2025 | $1,000,001 - $5,000,000 | 1.00 | —0.00 | BuyBuy | Self | Jun 3, 2025 | $1,000,001 - $5,000,000mid $3M | Other | not modelled |
| 10 | — | Microsoft Corporation - Common Stock (MSFT) [ST] filing_status: New | subholding_of: Raymond James Brokerage Account | MSFT | S | 06/03/2025 | 06/04/2025 | $250,001 - $500,000 | 1.00 | MSFT0.98 | SellSell | Self | Jun 3, 2025 | $250,001 - $500,000mid $375K | Stock | modelled |