Official filing metadata
- Filer (as printed)
- Hon. Donald Sternoff Beyer Jr
- Office (as printed)
- VA08
- Chamber
- House
- Filing type
- ptr
- Filing date
- Dec 1, 2020
- Filing year
- 2020
- Document format
Processing (ours)
- Status
- Parsed
- Rows parsed
- 59
- Parser version
- house_pdf_v2
- First seen
- Sep 8, 2026 23:51 UTC (initial backfill, not when it was published)
- Fetched
- Nov 3, 2026
- Parsed
- Nov 3, 2026
- Internal id
- 1176
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 · 59
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 | JT | Accenture plc Class A Ordinary Shares (ACN) [ST] other: F ILINg S TATUS : New S UBHOLDINg O F : Stocks, Bonds, & Mutual Funds D ESCRIPTION : 10 units Accenture PLC | filing_status: New | ACN | P | 11/17/2020 | 11/17/2020 | $1,001 - $15,000 | 1.00 | ACN0.98 | BuyBuy | Joint | Nov 17, 2020 | $1,001 - $15,000mid $8K | Stock | modelled |
| 2 | JT | Apple Inc. (AAPL) [ST] other: F ILINg S TATUS : New S UBHOLDINg O F : Stocks, Bonds, & Mutual Funds D ESCRIPTION : 35 units Apple Inc common | filing_status: New | AAPL | P | 11/04/2020 | 11/04/2020 | $1,001 - $15,000 | 1.00 | AAPL0.98 | BuyBuy | Joint | Nov 4, 2020 | $1,001 - $15,000mid $8K | Stock | modelled |
| 3 | JT | Apple Inc. (AAPL) [ST] other: F ILINg S TATUS : New S UBHOLDINg O F : Stocks, Bonds, & Mutual Funds D ESCRIPTION : 50 units Apple Inc common | filing_status: New | AAPL | P | 11/17/2020 | 11/17/2020 | $1,001 - $15,000 | 1.00 | AAPL0.98 | BuyBuy | Joint | Nov 17, 2020 | $1,001 - $15,000mid $8K | Stock | modelled |
| 4 | JT | ASML Holding N.V. - New York Registry Shares (ASML) [ST] other: F ILINg S TATUS : New S UBHOLDINg O F : Stocks, Bonds, & Mutual Funds D ESCRIPTION : 5 units ASML Holding NV | filing_status: New | ASML | P | 11/13/2020 | 11/13/2020 | $1,001 - $15,000 | 1.00 | ASML0.98 | BuyBuy | Joint | Nov 13, 2020 | $1,001 - $15,000mid $8K | Stock | modelled |
| 5 | JT | BLF FedFund TDDXX [CS] other: F ILINg S TATUS : New S UBHOLDINg O F : Stocks, Bonds, & Mutual Funds D ESCRIPTION : sweep sale of Blackrock Liq Fds Fed Funds | filing_status: New | — | S | 11/13/2020 | 11/13/2020 | $1,001 - $15,000 | 1.00 | —0.00 | SellSell | Joint | Nov 13, 2020 | $1,001 - $15,000mid $8K | Bond | not modelled |
| 6 | JT | BLF FedFund TDDXX [CS] other: F ILINg S TATUS : New S UBHOLDINg O F : Stocks, Bonds, & Mutual Funds D ESCRIPTION : sweep sale of Blackrock Liq Fds Fed Funds | filing_status: New | — | S | 11/03/2020 | 11/03/2020 | $15,001 - $50,000 | 1.00 | —0.00 | SellSell | Joint | Nov 3, 2020 | $15,001 - $50,000mid $32.5K | Bond | not modelled |
| 7 | JT | BLF FedFund TDDXX [CS] other: F ILINg S TATUS : New S UBHOLDINg O F : Stocks, Bonds, & Mutual Funds D ESCRIPTION : sweep sale of Blackrock Liq Fds Fed Funds | filing_status: New | — | S | 11/05/2020 | 11/05/2020 | $1,001 - $15,000 | 1.00 | —0.00 | SellSell | Joint | Nov 5, 2020 | $1,001 - $15,000mid $8K | Bond | not modelled |
| 8 | JT | BLF FedFund TDDXX [CS] other: F ILINg S TATUS : New S UBHOLDINg O F : Stocks, Bonds, & Mutual Funds D ESCRIPTION : sweep sale of Blackrock Liq Fds Fed Funds | filing_status: New | — | S | 11/09/2020 | 11/09/2020 | $1,001 - $15,000 | 1.00 | —0.00 | SellSell | Joint | Nov 9, 2020 | $1,001 - $15,000mid $8K | Bond | not modelled |
| 9 | JT | BLF FedFund TDDXX [CS] other: F ILINg S TATUS : New S UBHOLDINg O F : Stocks, Bonds, & Mutual Funds D ESCRIPTION : sweep sale of Blackrock Liq Fds Fed Funds | filing_status: New | — | S | 11/10/2020 | 11/10/2020 | $1,001 - $15,000 | 1.00 | —0.00 | SellSell | Joint | Nov 10, 2020 | $1,001 - $15,000mid $8K | Bond | not modelled |
| 10 | JT | BLF FedFund TDDXX [CS] other: F ILINg S TATUS : New S UBHOLDINg O F : Stocks, Bonds, & Mutual Funds D ESCRIPTION : sweep sale of Blackrock Liq Fds Fed Funds | filing_status: New | — | S | 11/02/2020 | 11/02/2020 | $15,001 - $50,000 | 1.00 | —0.00 | SellSell | Joint | Nov 2, 2020 | $15,001 - $50,000mid $32.5K | Bond | not modelled |
| 11 | JT | BLF FedFund TDDXX [CS] other: F ILINg S TATUS : New S UBHOLDINg O F : Stocks, Bonds, & Mutual Funds D ESCRIPTION : sweep sale of Blackrock Liq Fds Fed Funds | filing_status: New | — | S | 11/17/2020 | 11/17/2020 | $15,001 - $50,000 | 1.00 | —0.00 | SellSell | Joint | Nov 17, 2020 | $15,001 - $50,000mid $32.5K | Bond | not modelled |
| 12 | JT | BLF FedFund TDDXX [CS] other: F ILINg S TATUS : New S UBHOLDINg O F : Stocks, Bonds, & Mutual Funds D ESCRIPTION : sweep sale Blackrock Liq FDS Fed Fund | filing_status: New | — | S | 11/25/2020 | 11/25/2020 | $15,001 - $50,000 | 1.00 | —0.00 | SellSell | Joint | Nov 25, 2020 | $15,001 - $50,000mid $32.5K | Bond | not modelled |
| 13 | JT | BLF FedFund TDDXX [CS] other: F ILINg S TATUS : New S UBHOLDINg O F : Stocks, Bonds, & Mutual Funds D ESCRIPTION : sweep sale Blackrock Liq FDS Fed Fund | filing_status: New | — | S | 11/27/2020 | 11/27/2020 | $1,001 - $15,000 | 1.00 | —0.00 | SellSell | Joint | Nov 27, 2020 | $1,001 - $15,000mid $8K | Bond | not modelled |
| 14 | JT | BLF FedFund TDDXX [CS] other: F ILINg S TATUS : New S UBHOLDINg O F : Stocks, Bonds, & Mutual Funds D ESCRIPTION : sweep sale Blackrock Liq FDS Fed Fund | filing_status: New | — | S | 11/18/2020 | 11/18/2020 | $1,001 - $15,000 | 1.00 | —0.00 | SellSell | Joint | Nov 18, 2020 | $1,001 - $15,000mid $8K | Bond | not modelled |
| 15 | JT | BLF FedFund TDDXX [CS] other: F ILINg S TATUS : New S UBHOLDINg O F : Stocks, Bonds, & Mutual Funds D ESCRIPTION : sweep sale Blackrock Liq FDS Fed Fund | filing_status: New | — | S | 11/24/2020 | 11/24/2020 | $1,001 - $15,000 | 1.00 | —0.00 | SellSell | Joint | Nov 24, 2020 | $1,001 - $15,000mid $8K | Bond | not modelled |
| 16 | JT | BLF FedFund TDDXX [CS] other: F ILINg S TATUS : New S UBHOLDINg O F : Stocks, Bonds, & Mutual Funds D ESCRIPTION : sweep sale Blackrock Liq FDS Fed Fund | filing_status: New | — | S | 11/20/2020 | 11/20/2020 | $1,001 - $15,000 | 1.00 | —0.00 | SellSell | Joint | Nov 20, 2020 | $1,001 - $15,000mid $8K | Bond | not modelled |
| 17 | JT | BLF FedFund TDDXX [CS] other: F ILINg S TATUS : New S UBHOLDINg O F : Stocks, Bonds, & Mutual Funds D ESCRIPTION : sweep sale Blackrock Liq FDS Fed Fund | filing_status: New | — | S | 11/19/2020 | 11/19/2020 | $1,001 - $15,000 | 1.00 | —0.00 | SellSell | Joint | Nov 19, 2020 | $1,001 - $15,000mid $8K | Bond | not modelled |
| 18 | JT | Cognex Corporation (CgNX) [ST] other: F ILINg S TATUS : New S UBHOLDINg O F : Stocks, Bonds, & Mutual Funds D ESCRIPTION : 20 units Cognex Corp | filing_status: New | — | P | 11/17/2020 | 11/17/2020 | $1,001 - $15,000 | 1.00 | CGNX0.98 | BuyBuy | Joint | Nov 17, 2020 | $1,001 - $15,000mid $8K | Stock | modelled |
| 19 | JT | Costco Wholesale Corporation (COST) [ST] other: F ILINg S TATUS : New S UBHOLDINg O F : Stocks, Bonds, & Mutual Funds D ESCRIPTION : 5 units Costco Wholesale Corp | filing_status: New | COST | P | 11/02/2020 | 11/02/2020 | $1,001 - $15,000 | 1.00 | COST0.98 | BuyBuy | Joint | Nov 2, 2020 | $1,001 - $15,000mid $8K | Stock | modelled |
| 20 | JT | Costco Wholesale Corporation (COST) [ST] other: F ILINg S TATUS : New S UBHOLDINg O F : Stocks, Bonds, & Mutual Funds D ESCRIPTION : 5 units Costco Wholesale Corp | filing_status: New | COST | P | 11/13/2020 | 11/13/2020 | $1,001 - $15,000 | 1.00 | COST0.98 | BuyBuy | Joint | Nov 13, 2020 | $1,001 - $15,000mid $8K | Stock | modelled |
| 21 | JT | CryoPort, Inc. (CYRX) [ST] other: F ILINg S TATUS : New S UBHOLDINg O F : Stocks, Bonds, & Mutual Funds D ESCRIPTION : 45 units Cryoport Inc Common par | filing_status: New | CYRX | P | 11/02/2020 | 11/02/2020 | $1,001 - $15,000 | 1.00 | CYRX0.98 | BuyBuy | Joint | Nov 2, 2020 | $1,001 - $15,000mid $8K | Stock | modelled |
| 22 | JT | CryoPort, Inc. (CYRX) [ST] other: F ILINg S TATUS : New S UBHOLDINg O F : Stocks, Bonds, & Mutual Funds D ESCRIPTION : 30 units Cryoport Inc. Common par | filing_status: New | CYRX | P | 11/17/2020 | 11/17/2020 | $1,001 - $15,000 | 1.00 | CYRX0.98 | BuyBuy | Joint | Nov 17, 2020 | $1,001 - $15,000mid $8K | Stock | modelled |
| 23 | JT | Daifuku Co Ltd Ordinary Shares (DAIUF) [ST] other: F ILINg S TATUS : New S UBHOLDINg O F : Stocks, Bonds, & Mutual Funds D ESCRIPTION : 15 units Daifuku Co Ltd | filing_status: New | DAIUF | P | 11/18/2020 | 11/18/2020 | $1,001 - $15,000 | 1.00 | DAIUF0.98 | BuyBuy | Joint | Nov 18, 2020 | $1,001 - $15,000mid $8K | Stock | modelled |
| 24 | JT | Daifuku Co Ltd Ordinary Shares (DAIUF) [ST] other: F ILINg S TATUS : New S UBHOLDINg O F : Stocks, Bonds, & Mutual Funds D ESCRIPTION : 20 units Daifuku Co Ltd. | filing_status: New | DAIUF | P | 11/05/2020 | 11/06/2020 | $1,001 - $15,000 | 1.00 | DAIUF0.98 | BuyBuy | Joint | Nov 5, 2020 | $1,001 - $15,000mid $8K | Stock | modelled |
| 25 | JT | Ecolab Inc. (ECL) [ST] other: F ILINg S TATUS : New S UBHOLDINg O F : Stocks, Bonds, & Mutual Funds D ESCRIPTION : 10 units Ecolab Inc. | filing_status: New | ECL | P | 11/25/2020 | 11/25/2020 | $1,001 - $15,000 | 1.00 | ECL0.98 | BuyBuy | Joint | Nov 25, 2020 | $1,001 - $15,000mid $8K | Stock | modelled |
| 26 | JT | Editas Medicine, Inc. (EDIT) [ST] other: F ILINg S TATUS : New S UBHOLDINg O F : Stocks, Bonds, & Mutual Funds D ESCRIPTION : 50 units Editas Medicine Inc common | filing_status: New | EDIT | P | 11/17/2020 | 11/17/2020 | $1,001 - $15,000 | 1.00 | EDIT0.98 | BuyBuy | Joint | Nov 17, 2020 | $1,001 - $15,000mid $8K | Stock | modelled |
| 27 | JT | Estee Lauder Companies, Inc. (EL) [ST] other: F ILINg S TATUS : New S UBHOLDINg O F : Stocks, Bonds, & Mutual Funds D ESCRIPTION : 15 units Estee Lauder Companies Class A | filing_status: New | EL | P | 11/18/2020 | 11/18/2020 | $1,001 - $15,000 | 1.00 | EL0.98 | BuyBuy | Joint | Nov 18, 2020 | $1,001 - $15,000mid $8K | Stock | modelled |
| 28 | JT | Estee Lauder Companies, Inc. (EL) [ST] other: F ILINg S TATUS : New S UBHOLDINg O F : Stocks, Bonds, & Mutual Funds D ESCRIPTION : 15 units Estee Lauder Companies Class A | filing_status: New | EL | P | 11/03/2020 | 11/03/2020 | $1,001 - $15,000 | 1.00 | EL0.98 | BuyBuy | Joint | Nov 3, 2020 | $1,001 - $15,000mid $8K | Stock | modelled |
| 29 | JT | Fanuc Limited Ordinary Shares (FANUF) [ST] other: F ILINg S TATUS : New S UBHOLDINg O F : Stocks, Bonds, & Mutual Funds D ESCRIPTION : 5 units Fanuc Ltd | filing_status: New | FANUF | P | 11/05/2020 | 11/05/2020 | $1,001 - $15,000 | 1.00 | FANUF0.98 | BuyBuy | Joint | Nov 5, 2020 | $1,001 - $15,000mid $8K | Stock | modelled |
| 30 | JT | Fanuc Limited Ordinary Shares (FANUF) [ST] other: F ILINg S TATUS : New S UBHOLDINg O F : Stocks, Bonds, & Mutual Funds D ESCRIPTION : 5 units Fanuc Ltd. | filing_status: New | FANUF | P | 11/13/2020 | 11/13/2020 | $1,001 - $15,000 | 1.00 | FANUF0.98 | BuyBuy | Joint | Nov 13, 2020 | $1,001 - $15,000mid $8K | Stock | modelled |
| 31 | JT | Fanuc Limited Ordinary Shares (FANUF) [ST] other: F ILINg S TATUS : New S UBHOLDINg O F : Stocks, Bonds, & Mutual Funds D ESCRIPTION : 5 units Fanuc Ltd. | filing_status: New | FANUF | P | 11/09/2020 | 11/09/2020 | $1,001 - $15,000 | 1.00 | FANUF0.98 | BuyBuy | Joint | Nov 9, 2020 | $1,001 - $15,000mid $8K | Stock | modelled |
| 32 | JT | Fanuc Limited Ordinary Shares (FANUF) [ST] other: F ILINg S TATUS : New S UBHOLDINg O F : Stocks, Bonds, & Mutual Funds D ESCRIPTION : 5 units Fanuc LTd | filing_status: New | FANUF | P | 11/25/2020 | 11/25/2020 | $1,001 - $15,000 | 1.00 | FANUF0.98 | BuyBuy | Joint | Nov 25, 2020 | $1,001 - $15,000mid $8K | Stock | modelled |
| 33 | JT | Fanuc Limited Ordinary Shares (FANUF) [ST] other: F ILINg S TATUS : New S UBHOLDINg O F : Stocks, Bonds, & Mutual Funds D ESCRIPTION : 5 units Fanuc Ltd | filing_status: New | FANUF | P | 11/19/2020 | 11/19/2020 | $1,001 - $15,000 | 1.00 | FANUF0.98 | BuyBuy | Joint | Nov 19, 2020 | $1,001 - $15,000mid $8K | Stock | modelled |
| 34 | JT | guardant Health, Inc. (gH) [ST] other: F ILINg S TATUS : New S UBHOLDINg O F : Stocks, Bonds, & Mutual Funds D ESCRIPTION : 15 units guardant Health Inc common | filing_status: New | — | P | 11/02/2020 | 11/02/2020 | $1,001 - $15,000 | 1.00 | GH0.98 | BuyBuy | Joint | Nov 2, 2020 | $1,001 - $15,000mid $8K | Stock | modelled |
| 35 | JT | Illumina, Inc. (ILMN) [ST] other: F ILINg S TATUS : New S UBHOLDINg O F : Stocks, Bonds, & Mutual Funds D ESCRIPTION : 10 units Illumina Inc. | filing_status: New | ILMN | P | 11/17/2020 | 11/17/2020 | $1,001 - $15,000 | 1.00 | ILMN0.98 | BuyBuy | Joint | Nov 17, 2020 | $1,001 - $15,000mid $8K | Stock | modelled |
| 36 | JT | Intellia Therapeutics, Inc. (NTLA) [ST] other: F ILINg S TATUS : New S UBHOLDINg O F : Stocks, Bonds, & Mutual Funds D ESCRIPTION : 50 units Intellia Therapeutics Inc. | filing_status: New | NTLA | P | 11/18/2020 | 11/18/2020 | $1,001 - $15,000 | 1.00 | NTLA0.98 | BuyBuy | Joint | Nov 18, 2020 | $1,001 - $15,000mid $8K | Stock | modelled |
| 37 | JT | Intuitive Surgical, Inc. (ISRg) [ST] other: F ILINg S TATUS : New S UBHOLDINg O F : Stocks, Bonds, & Mutual Funds D ESCRIPTION : 5 units Intuitive Surgical Inc | filing_status: New | — | P | 11/05/2020 | 11/05/2020 | $1,001 - $15,000 | 1.00 | ISRG0.98 | BuyBuy | Joint | Nov 5, 2020 | $1,001 - $15,000mid $8K | Stock | modelled |
| 38 | JT | ishares gold Trust (IAU) [ST] other: F ILINg S TATUS : New S UBHOLDINg O F : Stocks, Bonds, & Mutual Funds D ESCRIPTION : 85 shares IShares gold Trust | filing_status: New | IAU | P | 11/03/2020 | 11/03/2020 | $1,001 - $15,000 | 1.00 | IAU0.98 | BuyBuy | Joint | Nov 3, 2020 | $1,001 - $15,000mid $8K | Etf | modelled |
| 39 | JT | JP Morgan Chase & Co. (JPM) [ST] other: F ILINg S TATUS : New S UBHOLDINg O F : Stocks, Bonds, & Mutual Funds D ESCRIPTION : 50 units J P Morgan Chase & Co | filing_status: New | JPM | P | 11/13/2020 | 11/13/2020 | $1,001 - $15,000 | 1.00 | JPM0.98 | BuyBuy | Joint | Nov 13, 2020 | $1,001 - $15,000mid $8K | Stock | modelled |
| 40 | JT | LVMH Moet Hennessy Louis Vuitton Ordinary Shares (LVMHF) [ST] other: F ILINg S TATUS : New S UBHOLDINg O F : Stocks, Bonds, & Mutual Funds D ESCRIPTION : 25 units LVMH Moet Hennessy ADR | filing_status: New | LVMHF | P | 11/03/2020 | 11/03/2020 | $1,001 - $15,000 | 1.00 | LVMUY0.95 | BuyBuy | Joint | Nov 3, 2020 | $1,001 - $15,000mid $8K | Stock | Reviewmodelled |
| 41 | JT | Microsoft Corporation (MSFT) [ST] other: F ILINg S TATUS : New S UBHOLDINg O F : Stocks, Bonds, & Mutual Funds D ESCRIPTION : 40 units Microsoft Corp | filing_status: New | MSFT | P | 11/24/2020 | 11/24/2020 | $1,001 - $15,000 | 1.00 | MSFT0.98 | BuyBuy | Joint | Nov 24, 2020 | $1,001 - $15,000mid $8K | Stock | modelled |
| 42 | JT | NextEra Energy, Inc. (NEE) [ST] other: F ILINg S TATUS : New S UBHOLDINg O F : Stocks, Bonds, & Mutual Funds D ESCRIPTION : 50 units Nextera Energy Inc. | filing_status: New | NEE | P | 11/17/2020 | 11/17/2020 | $1,001 - $15,000 | 1.00 | NEE0.98 | BuyBuy | Joint | Nov 17, 2020 | $1,001 - $15,000mid $8K | Stock | modelled |
| 43 | JT | NextEra Energy, Inc. (NEE) [ST] other: F ILINg S TATUS : New S UBHOLDINg O F : Stocks, Bonds, & Mutual Funds D ESCRIPTION : 25 units Nextera Energy Inc. | filing_status: New | NEE | P | 11/02/2020 | 11/02/2020 | $1,001 - $15,000 | 1.00 | NEE0.98 | BuyBuy | Joint | Nov 2, 2020 | $1,001 - $15,000mid $8K | Stock | modelled |
| 44 | JT | Nike, Inc. (NKE) [ST] other: F ILINg S TATUS : New S UBHOLDINg O F : Stocks, Bonds, & Mutual Funds D ESCRIPTION : 15 units Nike Inc Class B | filing_status: New | NKE | P | 11/03/2020 | 11/03/2020 | $1,001 - $15,000 | 1.00 | NKE0.98 | BuyBuy | Joint | Nov 3, 2020 | $1,001 - $15,000mid $8K | Stock | modelled |
| 45 | JT | Nike, Inc. (NKE) [ST] other: F ILINg S TATUS : New S UBHOLDINg O F : Stocks, Bonds, & Mutual Funds D ESCRIPTION : 20 units Nike Inc Class B | filing_status: New | NKE | P | 11/17/2020 | 11/17/2020 | $1,001 - $15,000 | 1.00 | NKE0.98 | BuyBuy | Joint | Nov 17, 2020 | $1,001 - $15,000mid $8K | Stock | modelled |
| 46 | JT | Novartis Ag (NVS) [ST] other: F ILINg S TATUS : New S UBHOLDINg O F : Stocks, Bonds, & Mutual Funds D ESCRIPTION : 15 units Novartis Ag Spon ADR | filing_status: New | NVS | P | 11/17/2020 | 11/17/2020 | $1,001 - $15,000 | 1.00 | NVS0.98 | BuyBuy | Joint | Nov 17, 2020 | $1,001 - $15,000mid $8K | Stock | modelled |
| 47 | JT | NVIDIA Corporation (NVDA) [ST] other: F ILINg S TATUS : New S UBHOLDINg O F : Stocks, Bonds, & Mutual Funds D ESCRIPTION : 5 units Nvidia Corp | filing_status: New | NVDA | P | 11/17/2020 | 11/17/2020 | $1,001 - $15,000 | 1.00 | NVDA0.98 | BuyBuy | Joint | Nov 17, 2020 | $1,001 - $15,000mid $8K | Stock | modelled |
| 48 | JT | NVIDIA Corporation (NVDA) [ST] other: F ILINg S TATUS : New S UBHOLDINg O F : Stocks, Bonds, & Mutual Funds D ESCRIPTION : 10 units Nvidia Corp | filing_status: New | NVDA | P | 11/04/2020 | 11/04/2020 | $1,001 - $15,000 | 1.00 | NVDA0.98 | BuyBuy | Joint | Nov 4, 2020 | $1,001 - $15,000mid $8K | Stock | modelled |
| 49 | JT | Putnam Cnty W Va BRD Ed 1.123% 05/01/24 [gS] other: F ILINg S TATUS : New S UBHOLDINg O F : Stocks, Bonds, & Mutual Funds D ESCRIPTION : 25,000 units Putnam West VA Board Education 1.123% 05/01/24 | filing_status: New | — | P | 11/25/2020 | 11/25/2020 | $15,001 - $50,000 | 1.00 | —0.00 | BuyBuy | Joint | Nov 25, 2020 | $15,001 - $50,000mid $32.5K | Bond | not modelled |
| 50 | JT | Roche Holdings Ag Basel Ordinary Shares (RHHBF) [ST] other: F ILINg S TATUS : New S UBHOLDINg O F : Stocks, Bonds, & Mutual Funds D ESCRIPTION : 25 units Roche Holdings Ltd | filing_status: New | RHHBF | P | 11/20/2020 | 11/20/2020 | $1,001 - $15,000 | 1.00 | RHHBF0.98 | BuyBuy | Joint | Nov 20, 2020 | $1,001 - $15,000mid $8K | Stock | modelled |
| 51 | JT | Roper Technologies, Inc. (ROP) [ST] other: F ILINg S TATUS : New S UBHOLDINg O F : Stocks, Bonds, & Mutual Funds D ESCRIPTION : 5 units Roper Technologies Inc common | filing_status: New | ROP | P | 11/17/2020 | 11/17/2020 | $1,001 - $15,000 | 1.00 | ROP0.98 | BuyBuy | Joint | Nov 17, 2020 | $1,001 - $15,000mid $8K | Stock | modelled |
| 52 | JT | Splunk Inc. (SPLK) [ST] other: F ILINg S TATUS : New S UBHOLDINg O F : Stocks, Bonds, & Mutual Funds D ESCRIPTION : 10 units Splunk Inc. | filing_status: New | SPLK | P | 11/03/2020 | 11/03/2020 | $1,001 - $15,000 | 1.00 | —0.60 | BuyBuy | Joint | Nov 3, 2020 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 53 | JT | Square, Inc. Class A (SQ) [ST] other: F ILINg S TATUS : New S UBHOLDINg O F : Stocks, Bonds, & Mutual Funds D ESCRIPTION : 10 units Square Inc Class A common | filing_status: New | SQ | P | 11/17/2020 | 11/17/2020 | $1,001 - $15,000 | 1.00 | —0.60 | BuyBuy | Joint | Nov 17, 2020 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 54 | JT | Target Corporation (TgT) [ST] other: F ILINg S TATUS : New S UBHOLDINg O F : Stocks, Bonds, & Mutual Funds D ESCRIPTION : 15 units Target Corp | filing_status: New | — | P | 11/17/2020 | 11/17/2020 | $1,001 - $15,000 | 1.00 | TGT0.98 | BuyBuy | Joint | Nov 17, 2020 | $1,001 - $15,000mid $8K | Stock | modelled |
| 55 | JT | Target Corporation (TgT) [ST] other: F ILINg S TATUS : New S UBHOLDINg O F : Stocks, Bonds, & Mutual Funds D ESCRIPTION : 10 units Target Corp | filing_status: New | — | P | 11/02/2020 | 11/02/2020 | $1,001 - $15,000 | 1.00 | TGT0.98 | BuyBuy | Joint | Nov 2, 2020 | $1,001 - $15,000mid $8K | Stock | modelled |
| 56 | JT | Teladoc Health, Inc. (TDOC) [ST] other: F ILINg S TATUS : New S UBHOLDINg O F : Stocks, Bonds, & Mutual Funds D ESCRIPTION : 2o units Teladoc Health Inc common | filing_status: New | TDOC | P | 11/17/2020 | 11/17/2020 | $1,001 - $15,000 | 1.00 | TDOC0.98 | BuyBuy | Joint | Nov 17, 2020 | $1,001 - $15,000mid $8K | Stock | modelled |
| 57 | JT | UnitedHealth group Incorporated Common Stock (UNH) [ST] other: F ILINg S TATUS : New S UBHOLDINg O F : Stocks, Bonds, & Mutual Funds D ESCRIPTION : 10 units Unitedhealth group Inc common | filing_status: New | UNH | P | 11/02/2020 | 11/02/2020 | $1,001 - $15,000 | 1.00 | UNH0.98 | BuyBuy | Joint | Nov 2, 2020 | $1,001 - $15,000mid $8K | Stock | modelled |
| 58 | JT | Virginia College Bldg 4.00% 02/01/33 [gS] other: F ILINg S TATUS : New S UBHOLDINg O F : Stocks, Bonds, & Mutual Funds D ESCRIPTION : 25,000 units Virginia College Building 4.00% 02/01/33 | filing_status: New | — | P | 11/02/2020 | 11/02/2020 | $15,001 - $50,000 | 1.00 | —0.00 | BuyBuy | Joint | Nov 2, 2020 | $15,001 - $50,000mid $32.5K | Bond | not modelled |
| 59 | JT | Walt Disney Company (DIS) [ST] other: F ILINg S TATUS : New S UBHOLDINg O F : Stocks, Bonds, & Mutual Funds D ESCRIPTION : 15 units The Walt Disney Co | filing_status: New | DIS | P | 11/18/2020 | 11/18/2020 | $1,001 - $15,000 | 1.00 | DIS0.98 | BuyBuy | Joint | Nov 18, 2020 | $1,001 - $15,000mid $8K | Stock | modelled |