Official filing metadata
- Filer (as printed)
- Hon. K. Michael Conaway
- Office (as printed)
- TX11
- Chamber
- House
- Filing type
- ptr
- Filing date
- Jun 9, 2020
- Filing year
- 2020
- Document format
Processing (ours)
- Status
- Parsed
- Rows parsed
- 29
- 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
- 1254
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 · 29
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 | — | amazon.com, Inc. (aMZN) [ST] other: F ILINg S TaTUS : New S UbHoLdINg o F : WF 10 (Wells Fargo Financial) | filing_status: New | — | P | 05/19/2020 | 05/22/2020 | $50,001 - $100,000 | 1.00 | AMZN0.98 | BuyBuy | Self | May 19, 2020 | $50,001 - $100,000mid $75K | Stock | modelled |
| 2 | — | apple Inc. (aaPL) [ST] other: F ILINg S TaTUS : New S UbHoLdINg o F : WF 10 (Wells Fargo Financial) | filing_status: New | — | P | 05/19/2020 | 05/22/2020 | $15,001 - $50,000 | 1.00 | AAPL0.98 | BuyBuy | Self | May 19, 2020 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 3 | — | becton, dickinson and Company (bdX) [ST] other: F ILINg S TaTUS : New S UbHoLdINg o F : WF 69 (Wells Fargo Financial) | filing_status: New | — | S | 05/19/2020 | 05/22/2020 | $15,001 - $50,000 | 1.00 | BDX0.98 | SellSell | Self | May 19, 2020 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 4 | — | Carrier global Corporation (CaRR) [ST] other: F ILINg S TaTUS : New S UbHoLdINg o F : WF 69 (Wells Fargo Financial) | filing_status: New | — | S | 05/19/2020 | 05/22/2020 | $1,001 - $15,000 | 1.00 | CARR0.98 | SellSell | Self | May 19, 2020 | $1,001 - $15,000mid $8K | Stock | modelled |
| 5 | SP | darden Restaurants, Inc. (dRI) [ST] other: F ILINg S TaTUS : New S UbHoLdINg o F : SP E62 (Edward Jones) | filing_status: New | — | P | 05/11/2020 | 05/14/2020 | $15,001 - $50,000 | 1.00 | DRI0.98 | BuyBuy | Spouse | May 11, 2020 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 6 | — | First Trust Cloud Computing ETF (SKYY) [ST] other: F ILINg S TaTUS : New S UbHoLdINg o F : WF 25 (Wells Fargo Financial) | filing_status: New | SKYY | P | 05/26/2020 | 05/29/2020 | $15,001 - $50,000 | 1.00 | SKYY0.98 | BuyBuy | Self | May 26, 2020 | $15,001 - $50,000mid $32.5K | Etf | modelled |
| 7 | — | First Trust Cloud Computing ETF (SKYY) [ST] other: F ILINg S TaTUS : New S UbHoLdINg o F : WF 10 (Wells Fargo Financial) | filing_status: New | SKYY | P | 05/19/2020 | 05/22/2020 | $15,001 - $50,000 | 1.00 | SKYY0.98 | BuyBuy | Self | May 19, 2020 | $15,001 - $50,000mid $32.5K | Etf | modelled |
| 8 | SP | First Trust Cloud Computing ETF (SKYY) [ST] other: F ILINg S TaTUS : New S UbHoLdINg o F : WF 31 (Wells Fargo Financial) | filing_status: New | SKYY | P | 05/19/2020 | 05/22/2020 | $15,001 - $50,000 | 1.00 | SKYY0.98 | BuyBuy | Spouse | May 19, 2020 | $15,001 - $50,000mid $32.5K | Etf | modelled |
| 9 | — | First Trust Cloud Computing ETF (SKYY) [ST] other: F ILINg S TaTUS : New S UbHoLdINg o F : WF 69 (Wells Fargo Financial) | filing_status: New | SKYY | P | 05/19/2020 | 05/22/2020 | $15,001 - $50,000 | 1.00 | SKYY0.98 | BuyBuy | Self | May 19, 2020 | $15,001 - $50,000mid $32.5K | Etf | modelled |
| 10 | — | goldman Sachs activebeta U.S. Large Cap Equity ETF (gSLC) [ST] other: F ILINg S TaTUS : New S UbHoLdINg o F : WF 25 (Wells Fargo Financial) | filing_status: New | — | S | 05/26/2020 | 05/29/2020 | $15,001 - $50,000 | 1.00 | —0.00 | SellSell | Self | May 26, 2020 | $15,001 - $50,000mid $32.5K | Etf | not modelled |
| 11 | — | goldman Sachs activebeta U.S. Large Cap Equity ETF (gSLC) [ST] other: F ILINg S TaTUS : New S UbHoLdINg o F : WF 53 (Wells Fargo Financial) | filing_status: New | — | S | 05/26/2020 | 05/29/2020 | $15,001 - $50,000 | 1.00 | —0.00 | SellSell | Self | May 26, 2020 | $15,001 - $50,000mid $32.5K | Etf | not modelled |
| 12 | — | Home depot, Inc. (Hd) [ST] other: F ILINg S TaTUS : New S UbHoLdINg o F : WF 69 (Wells Fargo Financial) | filing_status: New | — | P | 05/19/2020 | 05/22/2020 | $15,001 - $50,000 | 1.00 | HD0.95 | BuyBuy | Self | May 19, 2020 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 13 | SP | iShares Core S&P Total U.S. Stock Market ETF (IToT) [ST] other: F ILINg S TaTUS : New S UbHoLdINg o F : WF 31 (Wells Fargo Financial) | filing_status: New | — | P | 05/19/2020 | 05/22/2020 | $15,001 - $50,000 | 1.00 | —0.82 | BuyBuy | Spouse | May 19, 2020 | $15,001 - $50,000mid $32.5K | Etf | Reviewnot modelled |
| 14 | SP | Johnson & Johnson (JNJ) [ST] other: F ILINg S TaTUS : New S UbHoLdINg o F : SP E62 (Edward Jones) | filing_status: New | JNJ | P | 05/11/2020 | 05/14/2020 | $15,001 - $50,000 | 1.00 | JNJ0.98 | BuyBuy | Spouse | May 11, 2020 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 15 | — | JP Morgan Chase & Co. (JPM) [ST] other: F ILINg S TaTUS : New S UbHoLdINg o F : WF 10 (Wells Fargo Financial) | filing_status: New | JPM | P | 05/19/2020 | 05/22/2020 | $15,001 - $50,000 | 1.00 | JPM0.98 | BuyBuy | Self | May 19, 2020 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 16 | — | JP Morgan Chase & Co. (JPM) [ST] other: F ILINg S TaTUS : New S UbHoLdINg o F : WF 69 (Wells Fargo Financial) | filing_status: New | JPM | P | 05/19/2020 | 05/22/2020 | $1,001 - $15,000 | 1.00 | JPM0.98 | BuyBuy | Self | May 19, 2020 | $1,001 - $15,000mid $8K | Stock | modelled |
| 17 | — | otis Worldwide Corporation (oTIS) [ST] other: F ILINg S TaTUS : New S UbHoLdINg o F : WF 69 (Wells Fargo Financial) | filing_status: New | — | S | 05/19/2020 | 05/22/2020 | $1,001 - $15,000 | 1.00 | OTIS0.98 | SellSell | Self | May 19, 2020 | $1,001 - $15,000mid $8K | Stock | modelled |
| 18 | — | PNC FINaNCIaL SERVICES UNSECUREd FIX To FLoaT CaLLabLE SER R PERPTL CPN 4.850% dUE 05/29/49 [oT] other: F ILINg S TaTUS : New S UbHoLdINg o F : WF 10 (Wells Fargo Financial) L oCaTIoN : US d ESCRIPTIoN : PNC FINaNCIaL SERVICES UNSECUREd FIX To FLoaT CaLLabLE SER R PERPTL CPN 4.850% dUE 05/29/49 | filing_status: New | — | P | 05/19/2020 | 05/22/2020 | $50,001 - $100,000 | 1.00 | —0.00 | BuyBuy | Self | May 19, 2020 | $50,001 - $100,000mid $75K | Bond | not modelled |
| 19 | — | Principal U.S. Mega-Cap Multi- Factor Index ETF (USMC) [ST] other: F ILINg S TaTUS : New S UbHoLdINg o F : WF 25 (Wells Fargo Financial) | filing_status: New | USMC | P | 05/26/2020 | 05/29/2020 | $1,001 - $15,000 | 1.00 | USMC0.98 | BuyBuy | Self | May 26, 2020 | $1,001 - $15,000mid $8K | Etf | modelled |
| 20 | — | Principal U.S. Mega-Cap Multi- Factor Index ETF (USMC) [ST] other: F ILINg S TaTUS : New S UbHoLdINg o F : WF 25 (Wells Fargo Financial) | filing_status: New | USMC | P | 05/26/2020 | 05/29/2020 | $15,001 - $50,000 | 1.00 | USMC0.98 | BuyBuy | Self | May 26, 2020 | $15,001 - $50,000mid $32.5K | Etf | modelled |
| 21 | — | Principal U.S. Mega-Cap Multi- Factor Index ETF (USMC) [ST] other: F ILINg S TaTUS : New S UbHoLdINg o F : WF 53 (Wells Fargo Financial) | filing_status: New | USMC | P | 05/26/2020 | 05/29/2020 | $1,001 - $15,000 | 1.00 | USMC0.98 | BuyBuy | Self | May 26, 2020 | $1,001 - $15,000mid $8K | Etf | modelled |
| 22 | — | Principal U.S. Mega-Cap Multi- Factor Index ETF (USMC) [ST] other: F ILINg S TaTUS : New S UbHoLdINg o F : WF 53 (Wells Fargo Financial) | filing_status: New | USMC | P | 05/26/2020 | 05/29/2020 | $15,001 - $50,000 | 1.00 | USMC0.98 | BuyBuy | Self | May 26, 2020 | $15,001 - $50,000mid $32.5K | Etf | modelled |
| 23 | SP | Procter & gamble Company (Pg) [ST] other: F ILINg S TaTUS : New S UbHoLdINg o F : SP E62 (Edward Jones) | filing_status: New | — | P | 05/11/2020 | 05/14/2020 | $15,001 - $50,000 | 1.00 | PG0.95 | BuyBuy | Spouse | May 11, 2020 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 24 | — | The blackstone group Inc. Class a (bX) [ST] other: F ILINg S TaTUS : New S UbHoLdINg o F : WF 10 (Wells Fargo Financial) | filing_status: New | — | P | 05/26/2020 | 05/29/2020 | $50,001 - $100,000 | 1.00 | BX0.98 | BuyBuy | Self | May 26, 2020 | $50,001 - $100,000mid $75K | Stock | modelled |
| 25 | — | The blackstone group Inc. Class a (bX) [ST] other: F ILINg S TaTUS : New S UbHoLdINg o F : WF 25 (Wells Fargo Financial) | filing_status: New | — | P | 05/26/2020 | 05/29/2020 | $15,001 - $50,000 | 1.00 | BX0.98 | BuyBuy | Self | May 26, 2020 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 26 | SP | UIT FIRST TRUST dIVERSIFIEd INCoME & gRoWTH PoRT SER 2015 [oT] other: F ILINg S TaTUS : New S UbHoLdINg o F : SP E62 (Edward Jones) L oCaTIoN : US d ESCRIPTIoN : UIT FIRST TRUST dIVERSIFIEd INCoME & gRoWTH PoRT SER 2015 Redemption | filing_status: New | — | S | 05/12/2020 | 05/15/2020 | $50,001 - $100,000 | 1.00 | —0.00 | SellSell | Spouse | May 12, 2020 | $50,001 - $100,000mid $75K | Unknown | Reviewnot modelled |
| 27 | SP | Vanguard div appreciation ETF (VIg) [ST] other: F ILINg S TaTUS : New S UbHoLdINg o F : WF 31 (Wells Fargo Financial) | filing_status: New | — | P | 05/19/2020 | 05/22/2020 | $15,001 - $50,000 | 1.00 | —0.00 | BuyBuy | Spouse | May 19, 2020 | $15,001 - $50,000mid $32.5K | Etf | not modelled |
| 28 | — | Vanguard div appreciation ETF (VIg) [ST] other: F ILINg S TaTUS : New S UbHoLdINg o F : WF 10 (Wells Fargo Financial) | filing_status: New | — | P | 05/19/2020 | 05/22/2020 | $15,001 - $50,000 | 1.00 | —0.00 | BuyBuy | Self | May 19, 2020 | $15,001 - $50,000mid $32.5K | Etf | not modelled |
| 29 | — | Verizon Communications Inc. (VZ) [ST] other: F ILINg S TaTUS : New S UbHoLdINg o F : WF 69 (Wells Fargo Financial) | filing_status: New | VZ | P | 05/19/2020 | 05/22/2020 | $15,001 - $50,000 | 1.00 | VZ0.98 | BuyBuy | Self | May 19, 2020 | $15,001 - $50,000mid $32.5K | Stock | modelled |