Official filing metadata
- Filer (as printed)
- Hon. Greg Gianforte
- Office (as printed)
- MT00
- Chamber
- House
- Filing type
- ptr
- Filing date
- Apr 14, 2020
- Filing year
- 2020
- Document format
Processing (ours)
- Status
- Parsed
- Rows parsed
- 30
- 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
- 1368
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 · 30
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 | AdYEN N V AdR [OT] other: F ILING S TATUS : New S UbHOLdING O F : Harding Loevner International Equity L OCATION : NL d ESCRIPTION : AdYEY AdYEN N V AdR | filing_status: New | — | P | 03/30/2020 | 04/06/2020 | $100,001 - $250,000 | 1.00 | ADYEY0.95 | BuyBuy | Joint | Mar 30, 2020 | $100,001 - $250,000mid $175K | Other | not modelled |
| 2 | JT | AIA Group, Ltd. Sponsored American depository Receipt (AAGIY) [ST] other: F ILING S TATUS : New S UbHOLdING O F : Harding Loevner International Equity | filing_status: New | AAGIY | P | 03/27/2020 | 03/30/2020 | $50,001 - $100,000 | 1.00 | AAGIY0.98 | BuyBuy | Joint | Mar 27, 2020 | $50,001 - $100,000mid $75K | Stock | modelled |
| 3 | JT | Ambev S.A. American depositary Shares (AbEV) [ST] other: F ILING S TATUS : New S UbHOLdING O F : Harding Loevner International Equity | filing_status: New | — | P | 04/01/2020 | 04/06/2020 | $15,001 - $50,000 | 1.00 | ABEV0.98 | BuyBuy | Joint | Apr 1, 2020 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 4 | JT | Check Point Software Technologies Ltd. - Ordinary Shares (CHKP) [ST] other: F ILING S TATUS : New S UbHOLdING O F : Harding Loevner International Equity | filing_status: New | CHKP | S (partial) | 03/30/2020 | 04/06/2020 | $50,001 - $100,000 | 1.00 | CHKP0.98 | PartialPartial sale | Joint | Mar 30, 2020 | $50,001 - $100,000mid $75K | Stock | modelled |
| 5 | JT | dbs Group Holdings Ltd Ord American depositary Shares (dbSdY) [ST] other: F ILING S TATUS : New S UbHOLdING O F : Harding Loevner International Equity | filing_status: New | — | P | 03/27/2020 | 03/30/2020 | $50,001 - $100,000 | 1.00 | DBSDY0.98 | BuyBuy | Joint | Mar 27, 2020 | $50,001 - $100,000mid $75K | Stock | modelled |
| 6 | JT | dentsu Inc Tokyo Unsponsored AdR (dNTUY) [ST] other: F ILING S TATUS : New S UbHOLdING O F : Harding Loevner International Equity | filing_status: New | — | S | 03/30/2020 | 04/06/2020 | $50,001 - $100,000 | 1.00 | DNTUY0.98 | SellSell | Joint | Mar 30, 2020 | $50,001 - $100,000mid $75K | Stock | modelled |
| 7 | JT | Element Solutions Inc. (ESI) [ST] other: F ILING S TATUS : New S UbHOLdING O F : Newsouth Small Cap Equities | filing_status: New | ESI | P | 04/03/2020 | 04/06/2020 | $1,001 - $15,000 | 1.00 | ESI0.98 | BuyBuy | Joint | Apr 3, 2020 | $1,001 - $15,000mid $8K | Stock | modelled |
| 8 | JT | Element Solutions Inc. (ESI) [ST] other: F ILING S TATUS : New S UbHOLdING O F : Newsouth Small Cap Equities | filing_status: New | ESI | P | 04/03/2020 | 04/06/2020 | $1,001 - $15,000 | 1.00 | ESI0.98 | BuyBuy | Joint | Apr 3, 2020 | $1,001 - $15,000mid $8K | Stock | modelled |
| 9 | JT | Element Solutions Inc. (ESI) [ST] other: F ILING S TATUS : New S UbHOLdING O F : Newsouth Small Cap Equities | filing_status: New | ESI | P | 04/02/2020 | 04/06/2020 | $15,001 - $50,000 | 1.00 | ESI0.98 | BuyBuy | Joint | Apr 2, 2020 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 10 | JT | Element Solutions Inc. (ESI) [ST] other: F ILING S TATUS : New S UbHOLdING O F : Newsouth Small Cap Equities | filing_status: New | ESI | P | 04/01/2020 | 04/06/2020 | $15,001 - $50,000 | 1.00 | ESI0.98 | BuyBuy | Joint | Apr 1, 2020 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 11 | JT | Element Solutions Inc. (ESI) [ST] other: F ILING S TATUS : New S UbHOLdING O F : Newsouth Small Cap Equities | filing_status: New | ESI | P | 04/01/2020 | 04/06/2020 | $1,001 - $15,000 | 1.00 | ESI0.98 | BuyBuy | Joint | Apr 1, 2020 | $1,001 - $15,000mid $8K | Stock | modelled |
| 12 | JT | Element Solutions Inc. (ESI) [ST] other: F ILING S TATUS : New S UbHOLdING O F : Newsouth Small Cap Equities | filing_status: New | ESI | P | 04/01/2020 | 04/06/2020 | $1,001 - $15,000 | 1.00 | ESI0.98 | BuyBuy | Joint | Apr 1, 2020 | $1,001 - $15,000mid $8K | Stock | modelled |
| 13 | JT | Element Solutions Inc. (ESI) [ST] other: F ILING S TATUS : New S UbHOLdING O F : Newsouth Small Cap Equities | filing_status: New | ESI | P | 04/01/2020 | 04/06/2020 | $1,001 - $15,000 | 1.00 | ESI0.98 | BuyBuy | Joint | Apr 1, 2020 | $1,001 - $15,000mid $8K | Stock | modelled |
| 14 | JT | Element Solutions Inc. (ESI) [ST] other: F ILING S TATUS : New S UbHOLdING O F : Newsouth Small Cap Equities | filing_status: New | ESI | P | 04/01/2020 | 04/06/2020 | $1,001 - $15,000 | 1.00 | ESI0.98 | BuyBuy | Joint | Apr 1, 2020 | $1,001 - $15,000mid $8K | Stock | modelled |
| 15 | JT | Element Solutions Inc. (ESI) [ST] other: F ILING S TATUS : New S UbHOLdING O F : Newsouth Small Cap Equities | filing_status: New | ESI | P | 04/01/2020 | 04/06/2020 | $1,001 - $15,000 | 1.00 | ESI0.98 | BuyBuy | Joint | Apr 1, 2020 | $1,001 - $15,000mid $8K | Stock | modelled |
| 16 | JT | Haynes International, Inc. (HAYN) [ST] other: F ILING S TATUS : New S UbHOLdING O F : Newsouth Small Cap Equities | filing_status: New | HAYN | S (partial) | 04/01/2020 | 04/06/2020 | $15,001 - $50,000 | 1.00 | —0.60 | PartialPartial sale | Joint | Apr 1, 2020 | $15,001 - $50,000mid $32.5K | Stock | Reviewnot modelled |
| 17 | JT | Haynes International, Inc. (HAYN) [ST] other: F ILING S TATUS : New S UbHOLdING O F : Newsouth Small Cap Equities | filing_status: New | HAYN | S | 04/07/2020 | 04/13/2020 | $15,001 - $50,000 | 1.00 | —0.60 | SellSell | Joint | Apr 7, 2020 | $15,001 - $50,000mid $32.5K | Stock | Reviewnot modelled |
| 18 | JT | HSbC Holdings, plc. (HSbC) [ST] other: F ILING S TATUS : New S UbHOLdING O F : Harding Loevner International Equity | filing_status: New | — | S | 03/27/2020 | 03/30/2020 | $100,001 - $250,000 | 1.00 | HSBC0.98 | SellSell | Joint | Mar 27, 2020 | $100,001 - $250,000mid $175K | Stock | modelled |
| 19 | JT | Infineon Technologies AG (IFNNY) [ST] other: F ILING S TATUS : New S UbHOLdING O F : Harding Loevner International Equity | filing_status: New | IFNNY | P | 03/27/2020 | 03/30/2020 | $50,001 - $100,000 | 1.00 | IFNNY0.98 | BuyBuy | Joint | Mar 27, 2020 | $50,001 - $100,000mid $75K | Stock | modelled |
| 20 | JT | MTS Systems Corporation (MTSC) [ST] other: F ILING S TATUS : New S UbHOLdING O F : Newsouth Small Cap Equities | filing_status: New | MTSC | S (partial) | 03/31/2020 | 04/06/2020 | $15,001 - $50,000 | 1.00 | —0.60 | PartialPartial sale | Joint | Mar 31, 2020 | $15,001 - $50,000mid $32.5K | Stock | Reviewnot modelled |
| 21 | JT | MTS Systems Corporation (MTSC) [ST] other: F ILING S TATUS : New S UbHOLdING O F : Newsouth Small Cap Equities | filing_status: New | MTSC | S | 04/06/2020 | 04/13/2020 | $15,001 - $50,000 | 1.00 | —0.60 | SellSell | Joint | Apr 6, 2020 | $15,001 - $50,000mid $32.5K | Stock | Reviewnot modelled |
| 22 | JT | Nestle SA Sponsored AdR representing Registered Shares Series b (NSRGY) [ST] other: F ILING S TATUS : New S UbHOLdING O F : Harding Loevner International Equity | filing_status: New | NSRGY | S (partial) | 03/30/2020 | 04/06/2020 | $50,001 - $100,000 | 1.00 | NSRGY0.98 | PartialPartial sale | Joint | Mar 30, 2020 | $50,001 - $100,000mid $75K | Stock | modelled |
| 23 | JT | Playa Hotels & Resorts N.V. - Ordinary Shares (PLYA) [ST] other: F ILING S TATUS : New S UbHOLdING O F : Newsouth Small Cap Equities | filing_status: New | PLYA | S | 03/26/2020 | 03/30/2020 | $50,001 - $100,000 | 1.00 | —0.60 | SellSell | Joint | Mar 26, 2020 | $50,001 - $100,000mid $75K | Stock | Reviewnot modelled |
| 24 | JT | Teladoc Health, Inc. (TdOC) [ST] other: F ILING S TATUS : New S UbHOLdING O F : Riverbridge Managed Account - Small Cap US Equities | filing_status: New | — | S (partial) | 03/26/2020 | 03/30/2020 | $50,001 - $100,000 | 1.00 | TDOC0.98 | PartialPartial sale | Joint | Mar 26, 2020 | $50,001 - $100,000mid $75K | Stock | modelled |
| 25 | JT | Unifirst Corporation (UNF) [ST] other: F ILING S TATUS : New S UbHOLdING O F : Newsouth Small Cap Equities | filing_status: New | UNF | S (partial) | 03/31/2020 | 04/06/2020 | $50,001 - $100,000 | 1.00 | UNF0.98 | PartialPartial sale | Joint | Mar 31, 2020 | $50,001 - $100,000mid $75K | Stock | modelled |
| 26 | JT | Unilever PLC (UL) [ST] other: F ILING S TATUS : New S UbHOLdING O F : Harding Loevner International Equity | filing_status: New | UL | P | 03/30/2020 | 04/06/2020 | $15,001 - $50,000 | 1.00 | UL0.98 | BuyBuy | Joint | Mar 30, 2020 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 27 | JT | Upland Software, Inc. (UPLd) [ST] other: F ILING S TATUS : New S UbHOLdING O F : Newsouth Small Cap Equities | filing_status: New | — | P | 04/02/2020 | 04/06/2020 | $50,001 - $100,000 | 1.00 | UPLD0.98 | BuyBuy | Joint | Apr 2, 2020 | $50,001 - $100,000mid $75K | Stock | modelled |
| 28 | JT | Upland Software, Inc. (UPLd) [ST] other: F ILING S TATUS : New S UbHOLdING O F : Newsouth Small Cap Equities | filing_status: New | — | P | 04/08/2020 | 04/13/2020 | $15,001 - $50,000 | 1.00 | UPLD0.98 | BuyBuy | Joint | Apr 8, 2020 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 29 | JT | Upland Software, Inc. (UPLd) [ST] other: F ILING S TATUS : New S UbHOLdING O F : Newsouth Small Cap Equities | filing_status: New | — | P | 04/06/2020 | 04/13/2020 | $15,001 - $50,000 | 1.00 | UPLD0.98 | BuyBuy | Joint | Apr 6, 2020 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 30 | JT | WESCO International, Inc. (WCC) [ST] other: F ILING S TATUS : New S UbHOLdING O F : Newsouth Small Cap Equities | filing_status: New | WCC | P | 03/23/2020 | 03/30/2020 | $15,001 - $50,000 | 1.00 | WCC0.98 | BuyBuy | Joint | Mar 23, 2020 | $15,001 - $50,000mid $32.5K | Stock | modelled |