Official filing metadata
- Filer (as printed)
- Hon. George Whitesides
- Office (as printed)
- CA27
- Chamber
- House
- Filing type
- ptr
- Filing date
- Apr 23, 2025
- Filing year
- 2025
- Document format
Processing (ours)
- Status
- Parsed
- Rows parsed
- 34
- Parser version
- house_pdf_v1
- Fetched
- Sep 8, 2026
- Parsed
- Sep 8, 2026
- Internal id
- 880
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 · 34
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 | — | American Electric Power Company, Inc. (AEP) [ST] filing_status: New | subholding_of: George Whitesides Individual | description: To avoid any possible conflicts of interest with my future Congressional work, I’m transitioning my single stock, company-specific holdings into passive ETFs and mutual funds, per best practices. | comments: To avoid any possible conflicts of interest with my future Congressional work, I’m transitioning my single stock, company-specific holdings into passive ETFs and mutual funds, per best practices. | AEP | S | 03/24/2025 | 03/24/2025 | $15,001 - $50,000 | 1.00 | AEP0.98 | SellSell | Self | Mar 24, 2025 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 2 | — | Bank of America Corporation Common Stock (BAC) [ST] filing_status: New | subholding_of: George Whitesides Individual | description: To avoid any possible conflicts of interest with my future Congressional work, I’m transitioning my single stock, company-specific holdings into passive ETFs and mutual funds, per best practices. | comments: To avoid any possible conflicts of interest with my future Congressional work, I’m transitioning my single stock, company-specific holdings into passive ETFs and mutual funds, per best practices. | BAC | S | 03/24/2025 | 03/24/2025 | $15,001 - $50,000 | 1.00 | BAC0.98 | SellSell | Self | Mar 24, 2025 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 3 | — | Chubb Limited Common Stock (CB) [ST] filing_status: New | subholding_of: George Whitesides Individual | description: To avoid any possible conflicts of interest with my future Congressional work, I’m transitioning my single stock, company-specific holdings into passive ETFs and mutual funds, per best practices. | comments: To avoid any possible conflicts of interest with my future Congressional work, I’m transitioning my single stock, company-specific holdings into passive ETFs and mutual funds, per best practices. | CB | S | 03/24/2025 | 03/24/2025 | $100,001 - $250,000 | 1.00 | CB0.98 | SellSell | Self | Mar 24, 2025 | $100,001 - $250,000mid $175K | Stock | modelled |
| 4 | — | Citigroup, Inc. Common Stock (C) [ST] filing_status: New | subholding_of: George Whitesides Individual | description: To avoid any possible conflicts of interest with my future Congressional work, I’m transitioning my single stock, company-specific holdings into passive ETFs and mutual funds, per best practices. | comments: To avoid any possible conflicts of interest with my future Congressional work, I’m transitioning my single stock, company-specific holdings into passive ETFs and mutual funds, per best practices. | C | S | 03/24/2025 | 03/24/2025 | $15,001 - $50,000 | 1.00 | C0.98 | SellSell | Self | Mar 24, 2025 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 5 | — | Coca-Cola Company (KO) [ST] filing_status: New | subholding_of: George Whitesides Individual | description: To avoid any possible conflicts of interest with my future Congressional work, I’m transitioning my single stock, company-specific holdings into passive ETFs and mutual funds, per best practices. | comments: To avoid any possible conflicts of interest with my future Congressional work, I’m transitioning my single stock, company-specific holdings into passive ETFs and mutual funds, per best practices. | KO | S | 03/24/2025 | 03/24/2025 | $100,001 - $250,000 | 1.00 | KO0.98 | SellSell | Self | Mar 24, 2025 | $100,001 - $250,000mid $175K | Stock | modelled |
| 6 | — | Comcast Corporation - Class A Common Stock (CMCSA) [ST] filing_status: New | subholding_of: George Whitesides Individual | description: To avoid any possible conflicts of interest with my future Congressional work, I’m transitioning my single stock, company-specific holdings into passive ETFs and mutual funds, per best practices. | comments: To avoid any possible conflicts of interest with my future Congressional work, I’m transitioning my single stock, company-specific holdings into passive ETFs and mutual funds, per best practices. | CMCSA | S | 03/24/2025 | 03/24/2025 | $50,001 - $100,000 | 1.00 | CMCSA0.98 | SellSell | Self | Mar 24, 2025 | $50,001 - $100,000mid $75K | Stock | modelled |
| 7 | — | Diageo plc Common Stock (DEO) [ST] filing_status: New | subholding_of: George Whitesides Individual | description: To avoid any possible conflicts of interest with my future Congressional work, I’m transitioning my single stock, company-specific holdings into passive ETFs and mutual funds, per best practices. | comments: To avoid any possible conflicts of interest with my future Congressional work, I’m transitioning my single stock, company-specific holdings into passive ETFs and mutual funds, per best practices. | DEO | S | 03/24/2025 | 03/24/2025 | $15,001 - $50,000 | 1.00 | DEO0.98 | SellSell | Self | Mar 24, 2025 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 8 | — | Home Depot, Inc. (HD) [ST] filing_status: New | subholding_of: George Whitesides Individual | description: To avoid any possible conflicts of interest with my future Congressional work, I’m transitioning my single stock, company-specific holdings into passive ETFs and mutual funds, per best practices. | comments: To avoid any possible conflicts of interest with my future Congressional work, I’m transitioning my single stock, company-specific holdings into passive ETFs and mutual funds, per best practices. | HD | S | 03/24/2025 | 03/24/2025 | $100,001 - $250,000 | 1.00 | HD0.98 | SellSell | Self | Mar 24, 2025 | $100,001 - $250,000mid $175K | Stock | modelled |
| 9 | — | Innoviva, Inc. - Common Stock (INVA) [ST] filing_status: New | subholding_of: George Whitesides Individual | description: To avoid any possible conflicts of interest with my future Congressional work, I’m transitioning my single stock, company-specific holdings into passive ETFs and mutual funds, per best practices. | comments: To avoid any possible conflicts of interest with my future Congressional work, I’m transitioning my single stock, company-specific holdings into passive ETFs and mutual funds, per best practices. | INVA | S | 03/24/2025 | 03/24/2025 | $50,001 - $100,000 | 1.00 | INVA0.98 | SellSell | Self | Mar 24, 2025 | $50,001 - $100,000mid $75K | Stock | modelled |
| 10 | SP | Innoviva, Inc. - Common Stock (INVA) [ST] filing_status: New | subholding_of: Loretta Whitesides Individual | description: To avoid any possible conflicts of interest with my future Congressional work, I’m transitioning my single stock, company-specific holdings into passive ETFs and mutual funds, per best practices. | comments: To avoid any possible conflicts of interest with my future Congressional work, I’m transitioning my single stock, company-specific holdings into passive ETFs and mutual funds, per best practices. | INVA | S | 03/25/2025 | 03/25/2025 | $250,001 - $500,000 | 1.00 | INVA0.98 | SellSell | Spouse | Mar 25, 2025 | $250,001 - $500,000mid $375K | Stock | modelled |
| 11 | — | Intel Corporation - Common Stock (INTC) [ST] filing_status: New | subholding_of: George Whitesides Individual | description: To avoid any possible conflicts of interest with my future Congressional work, I’m transitioning my single stock, company-specific holdings into passive ETFs and mutual funds, per best practices. | comments: To avoid any possible conflicts of interest with my future Congressional work, I’m transitioning my single stock, company-specific holdings into passive ETFs and mutual funds, per best practices. | INTC | S | 03/24/2025 | 03/24/2025 | $15,001 - $50,000 | 1.00 | INTC0.98 | SellSell | Self | Mar 24, 2025 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 12 | — | Johnson & Johnson Common Stock (JNJ) [ST] filing_status: New | subholding_of: George Whitesides Individual | description: To avoid any possible conflicts of interest with my future Congressional work, I’m transitioning my single stock, company-specific holdings into passive ETFs and mutual funds, per best practices. | comments: To avoid any possible conflicts of interest with my future Congressional work, I’m transitioning my single stock, company-specific holdings into passive ETFs and mutual funds, per best practices. | JNJ | S | 03/24/2025 | 03/24/2025 | $100,001 - $250,000 | 1.00 | JNJ0.98 | SellSell | Self | Mar 24, 2025 | $100,001 - $250,000mid $175K | Stock | modelled |
| 13 | — | JP Morgan Chase & Co. Common Stock (JPM) [ST] filing_status: New | subholding_of: George Whitesides Individual | description: To avoid any possible conflicts of interest with my future Congressional work, I’m transitioning my single stock, company-specific holdings into passive ETFs and mutual funds, per best practices. | comments: To avoid any possible conflicts of interest with my future Congressional work, I’m transitioning my single stock, company-specific holdings into passive ETFs and mutual funds, per best practices. | JPM | S | 03/24/2025 | 03/24/2025 | $50,001 - $100,000 | 1.00 | JPM0.98 | SellSell | Self | Mar 24, 2025 | $50,001 - $100,000mid $75K | Stock | modelled |
| 14 | — | Linde plc - Ordinary Shares (LIN) [ST] filing_status: New | subholding_of: George Whitesides Individual | description: To avoid any possible conflicts of interest with my future Congressional work, I’m transitioning my single stock, company-specific holdings into passive ETFs and mutual funds, per best practices. | comments: To avoid any possible conflicts of interest with my future Congressional work, I’m transitioning my single stock, company-specific holdings into passive ETFs and mutual funds, per best practices. | LIN | S | 03/24/2025 | 03/24/2025 | $100,001 - $250,000 | 1.00 | LIN0.98 | SellSell | Self | Mar 24, 2025 | $100,001 - $250,000mid $175K | Stock | modelled |
| 15 | — | Lockheed Martin Corporation Common Stock (LMT) [ST] filing_status: New | subholding_of: George Whitesides Individual | description: To avoid any possible conflicts of interest with my future Congressional work, I’m transitioning my single stock, company-specific holdings into passive ETFs and mutual funds, per best practices. | comments: To avoid any possible conflicts of interest with my future Congressional work, I’m transitioning my single stock, company-specific holdings into passive ETFs and mutual funds, per best practices. | LMT | S | 03/24/2025 | 03/24/2025 | $50,001 - $100,000 | 1.00 | LMT0.98 | SellSell | Self | Mar 24, 2025 | $50,001 - $100,000mid $75K | Stock | modelled |
| 16 | — | Marsh & McLennan Companies, Inc. Common Stock (MMC) [ST] filing_status: New | subholding_of: George Whitesides Individual | description: To avoid any possible conflicts of interest with my future Congressional work, I’m transitioning my single stock, company-specific holdings into passive ETFs and mutual funds, per best practices. | comments: To avoid any possible conflicts of interest with my future Congressional work, I’m transitioning my single stock, company-specific holdings into passive ETFs and mutual funds, per best practices. | MMC | S | 03/24/2025 | 03/24/2025 | $100,001 - $250,000 | 1.00 | MRSH0.95 | SellSell | Self | Mar 24, 2025 | $100,001 - $250,000mid $175K | Stock | Reviewmodelled |
| 17 | — | McDonald's Corporation Common Stock (MCD) [ST] filing_status: New | subholding_of: George Whitesides Individual | description: To avoid any possible conflicts of interest with my future Congressional work, I’m transitioning my single stock, company-specific holdings into passive ETFs and mutual funds, per best practices. | comments: To avoid any possible conflicts of interest with my future Congressional work, I’m transitioning my single stock, company-specific holdings into passive ETFs and mutual funds, per best practices. | MCD | S | 03/24/2025 | 03/24/2025 | $100,001 - $250,000 | 1.00 | MCD0.98 | SellSell | Self | Mar 24, 2025 | $100,001 - $250,000mid $175K | Stock | modelled |
| 18 | — | Medtronic plc. Ordinary Shares (MDT) [ST] filing_status: New | subholding_of: George Whitesides Individual | description: To avoid any possible conflicts of interest with my future Congressional work, I’m transitioning my single stock, company-specific holdings into passive ETFs and mutual funds, per best practices. | comments: To avoid any possible conflicts of interest with my future Congressional work, I’m transitioning my single stock, company-specific holdings into passive ETFs and mutual funds, per best practices. | MDT | S | 03/24/2025 | 03/24/2025 | $50,001 - $100,000 | 1.00 | MDT0.98 | SellSell | Self | Mar 24, 2025 | $50,001 - $100,000mid $75K | Stock | modelled |
| 19 | — | Microsoft Corporation - Common Stock (MSFT) [ST] filing_status: New | subholding_of: George Whitesides Individual | description: To avoid any possible conflicts of interest with my future Congressional work, I’m transitioning my single stock, company-specific holdings into passive ETFs and mutual funds, per best practices. | comments: To avoid any possible conflicts of interest with my future Congressional work, I’m transitioning my single stock, company-specific holdings into passive ETFs and mutual funds, per best practices. | MSFT | S | 03/24/2025 | 03/24/2025 | $250,001 - $500,000 | 1.00 | MSFT0.98 | SellSell | Self | Mar 24, 2025 | $250,001 - $500,000mid $375K | Stock | modelled |
| 20 | — | Netflix, Inc. - Common Stock (NFLX) [ST] filing_status: New | subholding_of: Hummingbird Circle Trust | description: To avoid any possible conflicts of interest with my future Congressional work, I’m transitioning my single stock, company-specific holdings into passive ETFs and mutual funds, per best practices. | comments: To avoid any possible conflicts of interest with my future Congressional work, I’m transitioning my single stock, company-specific holdings into passive ETFs and mutual funds, per best practices. | NFLX | S | 03/27/2025 | 03/27/2025 | $100,001 - $250,000 | 1.00 | NFLX0.98 | SellSell | Self | Mar 27, 2025 | $100,001 - $250,000mid $175K | Stock | modelled |
| 21 | — | NextEra Energy, Inc. Common Stock (NEE) [ST] filing_status: New | subholding_of: George Whitesides Individual | description: To avoid any possible conflicts of interest with my future Congressional work, I’m transitioning my single stock, company-specific holdings into passive ETFs and mutual funds, per best practices. | comments: To avoid any possible conflicts of interest with my future Congressional work, I’m transitioning my single stock, company-specific holdings into passive ETFs and mutual funds, per best practices. | NEE | S | 03/24/2025 | 03/24/2025 | $50,001 - $100,000 | 1.00 | NEE0.98 | SellSell | Self | Mar 24, 2025 | $50,001 - $100,000mid $75K | Stock | modelled |
| 22 | — | Novartis AG Common Stock (NVS) [ST] filing_status: New | subholding_of: George Whitesides Individual | description: To avoid any possible conflicts of interest with my future Congressional work, I’m transitioning my single stock, company-specific holdings into passive ETFs and mutual funds, per best practices. | comments: To avoid any possible conflicts of interest with my future Congressional work, I’m transitioning my single stock, company-specific holdings into passive ETFs and mutual funds, per best practices. | NVS | S | 03/24/2025 | 03/24/2025 | $100,001 - $250,000 | 1.00 | NVS0.98 | SellSell | Self | Mar 24, 2025 | $100,001 - $250,000mid $175K | Stock | modelled |
| 23 | — | Procter & Gamble Company (PG) [ST] filing_status: New | subholding_of: George Whitesides Individual | description: To avoid any possible conflicts of interest with my future Congressional work, I’m transitioning my single stock, company-specific holdings into passive ETFs and mutual funds, per best practices. | comments: To avoid any possible conflicts of interest with my future Congressional work, I’m transitioning my single stock, company-specific holdings into passive ETFs and mutual funds, per best practices. | PG | S | 03/24/2025 | 03/24/2025 | $100,001 - $250,000 | 1.00 | PG0.98 | SellSell | Self | Mar 24, 2025 | $100,001 - $250,000mid $175K | Stock | modelled |
| 24 | — | Republic Services, Inc. Common Stock (RSG) [ST] filing_status: New | subholding_of: George Whitesides Individual | description: To avoid any possible conflicts of interest with my future Congressional work, I’m transitioning my single stock, company-specific holdings into passive ETFs and mutual funds, per best practices. | comments: To avoid any possible conflicts of interest with my future Congressional work, I’m transitioning my single stock, company-specific holdings into passive ETFs and mutual funds, per best practices. | RSG | S | 03/24/2025 | 03/24/2025 | $100,001 - $250,000 | 1.00 | RSG0.98 | SellSell | Self | Mar 24, 2025 | $100,001 - $250,000mid $175K | Stock | modelled |
| 25 | — | Rockwell Automation, Inc. Common Stock (ROK) [ST] filing_status: New | subholding_of: George Whitesides Individual | description: To avoid any possible conflicts of interest with my future Congressional work, I’m transitioning my single stock, company-specific holdings into passive ETFs and mutual funds, per best practices. | comments: To avoid any possible conflicts of interest with my future Congressional work, I’m transitioning my single stock, company-specific holdings into passive ETFs and mutual funds, per best practices. | ROK | S | 03/24/2025 | 03/24/2025 | $50,001 - $100,000 | 1.00 | ROK0.98 | SellSell | Self | Mar 24, 2025 | $50,001 - $100,000mid $75K | Stock | modelled |
| 26 | — | Royal Caribbean Cruises Ltd. Common Stock (RCL) [ST] filing_status: New | subholding_of: George Whitesides Individual | description: To avoid any possible conflicts of interest with my future Congressional work, I’m transitioning my single stock, company-specific holdings into passive ETFs and mutual funds, per best practices. | comments: To avoid any possible conflicts of interest with my future Congressional work, I’m transitioning my single stock, company-specific holdings into passive ETFs and mutual funds, per best practices. | RCL | S | 03/24/2025 | 03/24/2025 | $100,001 - $250,000 | 1.00 | RCL0.98 | SellSell | Self | Mar 24, 2025 | $100,001 - $250,000mid $175K | Stock | modelled |
| 27 | — | RTX Corporation Common Stock (RTX) [ST] filing_status: New | subholding_of: George Whitesides Individual | description: To avoid any possible conflicts of interest with my future Congressional work, I’m transitioning my single stock, company-specific holdings into passive ETFs and mutual funds, per best practices. | comments: To avoid any possible conflicts of interest with my future Congressional work, I’m transitioning my single stock, company-specific holdings into passive ETFs and mutual funds, per best practices. | RTX | S | 03/24/2025 | 03/24/2025 | $50,001 - $100,000 | 1.00 | RTX0.98 | SellSell | Self | Mar 24, 2025 | $50,001 - $100,000mid $75K | Stock | modelled |
| 28 | — | SANDOZ GROUP AG S/ADR (SDZNY) [ST] filing_status: New | subholding_of: George Whitesides Individual | description: To avoid any possible conflicts of interest with my future Congressional work, I’m transitioning my single stock, company-specific holdings into passive ETFs and mutual funds, per best practices. | comments: To avoid any possible conflicts of interest with my future Congressional work, I’m transitioning my single stock, company-specific holdings into passive ETFs and mutual funds, per best practices. | SDZNY | S | 03/24/2025 | 03/24/2025 | $1,001 - $15,000 | 1.00 | SDZNY0.98 | SellSell | Self | Mar 24, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 29 | — | Texas Instruments Incorporated - Common Stock (TXN) [ST] filing_status: New | subholding_of: George Whitesides Individual | description: To avoid any possible conflicts of interest with my future Congressional work, I’m transitioning my single stock, company-specific holdings into passive ETFs and mutual funds, per best practices. | comments: To avoid any possible conflicts of interest with my future Congressional work, I’m transitioning my single stock, company-specific holdings into passive ETFs and mutual funds, per best practices. | TXN | S | 03/24/2025 | 03/24/2025 | $50,001 - $100,000 | 1.00 | TXN0.98 | SellSell | Self | Mar 24, 2025 | $50,001 - $100,000mid $75K | Stock | modelled |
| 30 | — | Theravance Biopharma, Inc. - Ordinary Shares (TBPH) [ST] filing_status: New | subholding_of: George Whitesides Individual | description: To avoid any possible conflicts of interest with my future Congressional work, I’m transitioning my single stock, company-specific holdings into passive ETFs and mutual funds, per best practices. | comments: To avoid any possible conflicts of interest with my future Congressional work, I’m transitioning my single stock, company-specific holdings into passive ETFs and mutual funds, per best practices. | TBPH | S | 03/24/2025 | 03/24/2025 | $15,001 - $50,000 | 1.00 | TBPH0.98 | SellSell | Self | Mar 24, 2025 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 31 | — | Union Pacific Corporation Common Stock (UNP) [ST] filing_status: New | subholding_of: George Whitesides Individual | description: To avoid any possible conflicts of interest with my future Congressional work, I’m transitioning my single stock, company-specific holdings into passive ETFs and mutual funds, per best practices. | comments: To avoid any possible conflicts of interest with my future Congressional work, I’m transitioning my single stock, company-specific holdings into passive ETFs and mutual funds, per best practices. | UNP | S | 03/24/2025 | 03/24/2025 | $50,001 - $100,000 | 1.00 | UNP0.98 | SellSell | Self | Mar 24, 2025 | $50,001 - $100,000mid $75K | Stock | modelled |
| 32 | — | Virgin Galactic Holdings, Inc. Common Stock (SPCE) [ST] filing_status: New | subholding_of: George Whitesides Individual | description: To avoid any possible conflicts of interest with my future Congressional work, I’m transitioning my single stock, company-specific holdings into passive ETFs and mutual funds, per best practices. | comments: To avoid any possible conflicts of interest with my future Congressional work, I’m transitioning my single stock, company-specific holdings into passive ETFs and mutual funds, per best practices. | SPCE | S | 03/24/2025 | 03/24/2025 | $1,001 - $15,000 | 1.00 | SPCE0.98 | SellSell | Self | Mar 24, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 33 | — | Visa Inc. (V) [ST] filing_status: New | subholding_of: George Whitesides Individual | description: To avoid any possible conflicts of interest with my future Congressional work, I’m transitioning my single stock, company-specific holdings into passive ETFs and mutual funds, per best practices. | comments: To avoid any possible conflicts of interest with my future Congressional work, I’m transitioning my single stock, company-specific holdings into passive ETFs and mutual funds, per best practices. | V | S | 03/24/2025 | 03/24/2025 | $15,001 - $50,000 | 1.00 | V0.98 | SellSell | Self | Mar 24, 2025 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 34 | — | Walt Disney Company (DIS) [ST] filing_status: New | subholding_of: George Whitesides Individual | description: To avoid any possible conflicts of interest with my future Congressional work, I’m transitioning my single stock, company-specific holdings into passive ETFs and mutual funds, per best practices. | comments: To avoid any possible conflicts of interest with my future Congressional work, I’m transitioning my single stock, company-specific holdings into passive ETFs and mutual funds, per best practices. | DIS | S | 03/24/2025 | 03/24/2025 | $15,001 - $50,000 | 1.00 | DIS0.98 | SellSell | Self | Mar 24, 2025 | $15,001 - $50,000mid $32.5K | Stock | modelled |