Official filing metadata
- Filer (as printed)
- Hon. Lois Frankel
- Office (as printed)
- FL21
- Chamber
- House
- Filing type
- ptr
- Filing date
- Jun 28, 2020
- Filing year
- 2020
- Document format
Processing (ours)
- Status
- Parsed
- Rows parsed
- 24
- 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
- 1346
row 16: stray text in ['cap']: gfedc
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 · 24
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 | — | baxter International Inc. (bAX) [ST] other: F ILING S TATuS : New S ubHOLDING O F : Morgan Stanley IRA - X142 | filing_status: New | — | S | 05/27/2020 | 05/27/2020 | $1,001 - $15,000 | 1.00 | BAX0.98 | SellSell | Self | May 27, 2020 | $1,001 - $15,000mid $8K | Stock | modelled |
| 2 | — | broadridge Financial Solutions, Inc. (bR) [ST] other: F ILING S TATuS : New S ubHOLDING O F : Morgan Stanley IRA - X142 | filing_status: New | — | P | 06/10/2020 | 06/10/2020 | $1,001 - $15,000 | 1.00 | BR0.98 | BuyBuy | Self | Jun 10, 2020 | $1,001 - $15,000mid $8K | Stock | modelled |
| 3 | — | Clorox Company (CLX) [ST] other: F ILING S TATuS : New S ubHOLDING O F : Morgan Stanley IRA - X142 | filing_status: New | CLX | S (partial) | 06/09/2020 | 06/09/2020 | $1,001 - $15,000 | 1.00 | CLX0.98 | PartialPartial sale | Self | Jun 9, 2020 | $1,001 - $15,000mid $8K | Stock | modelled |
| 4 | — | Dollar General Corporation (DG) [ST] other: F ILING S TATuS : New S ubHOLDING O F : Morgan Stanley IRA - X142 | filing_status: New | DG | S (partial) | 05/27/2020 | 05/27/2020 | $1,001 - $15,000 | 1.00 | DG0.98 | PartialPartial sale | Self | May 27, 2020 | $1,001 - $15,000mid $8K | Stock | modelled |
| 5 | — | Dorman Products, Inc. (DORM) [ST] other: F ILING S TATuS : New S ubHOLDING O F : Morgan Stanley IRA - X142 | filing_status: New | DORM | S (partial) | 06/10/2020 | 06/10/2020 | $1,001 - $15,000 | 1.00 | DORM0.98 | PartialPartial sale | Self | Jun 10, 2020 | $1,001 - $15,000mid $8K | Stock | modelled |
| 6 | — | DuPont de Nemours, Inc. (DD) [ST] other: F ILING S TATuS : New S ubHOLDING O F : Morgan Stanley IRA - X141 | filing_status: New | DD | S | 05/28/2020 | 05/28/2020 | $1,001 - $15,000 | 1.00 | DD0.98 | SellSell | Self | May 28, 2020 | $1,001 - $15,000mid $8K | Stock | modelled |
| 7 | — | DuPont de Nemours, Inc. (DD) [ST] other: F ILING S TATuS : New S ubHOLDING O F : Morgan Stanley IRA - X141 | filing_status: New | DD | S (partial) | 05/27/2020 | 05/27/2020 | $1,001 - $15,000 | 1.00 | DD0.98 | PartialPartial sale | Self | May 27, 2020 | $1,001 - $15,000mid $8K | Stock | modelled |
| 8 | — | EPAM Systems, Inc. (EPAM) [ST] other: F ILING S TATuS : New S ubHOLDING O F : Morgan Stanley IRA - X142 | filing_status: New | EPAM | S (partial) | 06/09/2020 | 06/09/2020 | $1,001 - $15,000 | 1.00 | EPAM0.98 | PartialPartial sale | Self | Jun 9, 2020 | $1,001 - $15,000mid $8K | Stock | modelled |
| 9 | — | Equifax, Inc. (EFX) [ST] other: F ILING S TATuS : New S ubHOLDING O F : Morgan Stanley IRA - X142 | filing_status: New | EFX | S (partial) | 06/09/2020 | 06/09/2020 | $1,001 - $15,000 | 1.00 | EFX0.98 | PartialPartial sale | Self | Jun 9, 2020 | $1,001 - $15,000mid $8K | Stock | modelled |
| 10 | — | Helen of Troy Limited (HELE) [ST] other: F ILING S TATuS : New S ubHOLDING O F : Morgan Stanley IRA - X142 | filing_status: New | HELE | S (partial) | 05/26/2020 | 05/26/2020 | $1,001 - $15,000 | 1.00 | HELE0.98 | PartialPartial sale | Self | May 26, 2020 | $1,001 - $15,000mid $8K | Stock | modelled |
| 11 | — | Hexcel Corporation (HXL) [ST] other: F ILING S TATuS : New S ubHOLDING O F : Morgan Stanley IRA - X142 | filing_status: New | HXL | P | 06/09/2020 | 06/09/2020 | $1,001 - $15,000 | 1.00 | HXL0.98 | BuyBuy | Self | Jun 9, 2020 | $1,001 - $15,000mid $8K | Stock | modelled |
| 12 | — | Host Hotels & Resorts, Inc. (HST) [ST] other: F ILING S TATuS : New S ubHOLDING O F : Morgan Stanley IRA - X142 | filing_status: New | HST | P | 05/28/2020 | 05/28/2020 | $1,001 - $15,000 | 1.00 | HST0.98 | BuyBuy | Self | May 28, 2020 | $1,001 - $15,000mid $8K | Stock | modelled |
| 13 | — | Intel Corporation (INTC) [ST] other: F ILING S TATuS : New S ubHOLDING O F : Morgan Stanley IRA - X141 | filing_status: New | INTC | P | 05/27/2020 | 05/27/2020 | $1,001 - $15,000 | 1.00 | INTC0.98 | BuyBuy | Self | May 27, 2020 | $1,001 - $15,000mid $8K | Stock | modelled |
| 14 | — | Marsh & McLennan Companies, Inc. (MMC) [ST] other: F ILING S TATuS : New S ubHOLDING O F : Morgan Stanley IRA - X141 | filing_status: New | MMC | P | 06/10/2020 | 06/10/2020 | $1,001 - $15,000 | 1.00 | MRSH0.95 | BuyBuy | Self | Jun 10, 2020 | $1,001 - $15,000mid $8K | Stock | Reviewmodelled |
| 15 | — | PbF Energy Inc. Class A (PbF) [ST] other: F ILING S TATuS : New S ubHOLDING O F : Morgan Stanley IRA - X142 | filing_status: New | — | P | 05/28/2020 | 05/28/2020 | $1,001 - $15,000 | 1.00 | PBF0.98 | BuyBuy | Self | May 28, 2020 | $1,001 - $15,000mid $8K | Stock | modelled |
| 16 | — | PbF Energy Inc. Class A (PbF) [ST] other: F ILING S TATuS : New S ubHOLDING O F : Morgan Stanley IRA - X142 | filing_status: New | — | P | 06/09/2020 | 06/09/2020 | $1,001 - $15,000 | 0.70 | PBF0.98 | BuyBuy | Self | Jun 9, 2020 | $1,001 - $15,000mid $8K | Stock | Reviewmodelled |
| 17 | — | Portland General Electric Co (POR) [ST] other: F ILING S TATuS : New S ubHOLDING O F : Morgan Stanley IRA - X142 | filing_status: New | POR | P | 05/28/2020 | 05/28/2020 | $1,001 - $15,000 | 1.00 | POR0.98 | BuyBuy | Self | May 28, 2020 | $1,001 - $15,000mid $8K | Stock | modelled |
| 18 | — | Portland General Electric Co (POR) [ST] other: F ILING S TATuS : New S ubHOLDING O F : Morgan Stanley IRA - X142 | filing_status: New | POR | P | 05/27/2020 | 05/27/2020 | $1,001 - $15,000 | 1.00 | POR0.98 | BuyBuy | Self | May 27, 2020 | $1,001 - $15,000mid $8K | Stock | modelled |
| 19 | — | PPG Industries, Inc. (PPG) [ST] other: F ILING S TATuS : New S ubHOLDING O F : Morgan Stanley IRA - X141 | filing_status: New | PPG | S (partial) | 06/10/2020 | 06/10/2020 | $1,001 - $15,000 | 1.00 | PPG0.98 | PartialPartial sale | Self | Jun 10, 2020 | $1,001 - $15,000mid $8K | Stock | modelled |
| 20 | — | SolarEdge Technologies, Inc. (SEDG) [ST] other: F ILING S TATuS : New S ubHOLDING O F : Morgan Stanley IRA - X142 | filing_status: New | SEDG | P | 06/10/2020 | 06/10/2020 | $1,001 - $15,000 | 1.00 | SEDG0.98 | BuyBuy | Self | Jun 10, 2020 | $1,001 - $15,000mid $8K | Stock | modelled |
| 21 | — | SolarEdge Technologies, Inc. (SEDG) [ST] other: F ILING S TATuS : New S ubHOLDING O F : Morgan Stanley IRA - X142 | filing_status: New | SEDG | S (partial) | 05/26/2020 | 05/26/2020 | $1,001 - $15,000 | 1.00 | SEDG0.98 | PartialPartial sale | Self | May 26, 2020 | $1,001 - $15,000mid $8K | Stock | modelled |
| 22 | — | Southern Company (SO) [ST] other: F ILING S TATuS : New S ubHOLDING O F : Morgan Stanley IRA - X141 | filing_status: New | SO | P | 06/10/2020 | 06/10/2020 | $1,001 - $15,000 | 1.00 | SO0.98 | BuyBuy | Self | Jun 10, 2020 | $1,001 - $15,000mid $8K | Stock | modelled |
| 23 | — | Southern Company (SO) [ST] other: F ILING S TATuS : New S ubHOLDING O F : Morgan Stanley IRA - X141 | filing_status: New | SO | P | 05/20/2020 | 05/20/2020 | $1,001 - $15,000 | 1.00 | SO0.98 | BuyBuy | Self | May 20, 2020 | $1,001 - $15,000mid $8K | Stock | modelled |
| 24 | — | Truist Financial Corporation (TFC) [ST] other: F ILING S TATuS : New S ubHOLDING O F : Morgan Stanley IRA - X141 | filing_status: New | TFC | S (partial) | 06/10/2020 | 06/10/2020 | $1,001 - $15,000 | 1.00 | TFC0.98 | PartialPartial sale | Self | Jun 10, 2020 | $1,001 - $15,000mid $8K | Stock | modelled |