Official filing metadata
- Filer (as printed)
- Hon. David P. Joyce
- Office (as printed)
- OH14
- Chamber
- House
- Filing type
- ptr
- Filing date
- Jul 30, 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
- 1454
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 | — | bessemer AL gO bd. [CS] other: F ILINg S TATUS : New S UbHOLDINg O F : David P. Joyce Trust D ESCRIPTION : Term bond 3.125% due 2/1/24 | filing_status: New | — | P | 04/02/2019 | 01/29/2020 | $50,001 - $100,000 | 1.00 | —0.00 | BuyBuy | Self | Apr 2, 2019 | $50,001 - $100,000mid $75K | Bond | not modelled |
| 2 | — | brookville OH Loc Sch Dist [CS] other: F ILINg S TATUS : New S UbHOLDINg O F : David P. Joyce Trust D ESCRIPTION : Term bond 4.0% due 11/1/30 | filing_status: New | — | P | 03/27/2019 | 01/29/2020 | $50,001 - $100,000 | 1.00 | —0.00 | BuyBuy | Self | Mar 27, 2019 | $50,001 - $100,000mid $75K | Bond | not modelled |
| 3 | — | buckeye OH Cent Loc Sch Dist. [CS] other: F ILINg S TATUS : New S UbHOLDINg O F : David P. Joyce Trust D ESCRIPTION : Term bond 4.0% due 12/1/25 | filing_status: New | — | P | 04/03/2019 | 01/29/2020 | $50,001 - $100,000 | 1.00 | —0.00 | BuyBuy | Self | Apr 3, 2019 | $50,001 - $100,000mid $75K | Bond | not modelled |
| 4 | — | Delaware OH Cry Sch Dist. [CS] other: F ILINg S TATUS : New S UbHOLDINg O F : David P. Joyce Trust D ESCRIPTION : Term bond 4.5% due 12/1/29 | filing_status: New | — | P | 03/28/2019 | 01/29/2020 | $50,001 - $100,000 | 1.00 | —0.00 | BuyBuy | Self | Mar 28, 2019 | $50,001 - $100,000mid $75K | Bond | not modelled |
| 5 | — | East Muskingum OH Loc Sch Dist. [CS] other: F ILINg S TATUS : New S UbHOLDINg O F : David P. Joyce Trust D ESCRIPTION : Term bond 4.00% due 12/1/22 | filing_status: New | — | P | 03/25/2019 | 01/29/2020 | $50,001 - $100,000 | 1.00 | —0.00 | BuyBuy | Self | Mar 25, 2019 | $50,001 - $100,000mid $75K | Bond | not modelled |
| 6 | — | Fidelity Advisor Real Estate Income Z (fikmx) [Ab] other: F ILINg S TATUS : New S UbHOLDINg O F : David P. Joyce Trust | filing_status: New | — | P | 09/30/2019 | 01/29/2020 | $15,001 - $50,000 | 1.00 | —0.00 | BuyBuy | Self | Sep 30, 2019 | $15,001 - $50,000mid $32.5K | Unknown | Reviewnot modelled |
| 7 | — | Fidelity Advisor Real Estate Income Z (fikmx) [Ab] other: F ILINg S TATUS : New S UbHOLDINg O F : David P. Joyce Trust | filing_status: New | — | P | 12/31/2019 | 01/29/2020 | $1,001 - $15,000 | 1.00 | —0.00 | BuyBuy | Self | Dec 31, 2019 | $1,001 - $15,000mid $8K | Unknown | Reviewnot modelled |
| 8 | — | Fidelity Advisor Real Estate income Z (fikmx) [Ab] other: F ILINg S TATUS : New S UbHOLDINg O F : David P. Joyce QSST Trust | filing_status: New | — | P | 09/30/2019 | 01/29/2020 | $15,001 - $50,000 | 1.00 | —0.00 | BuyBuy | Self | Sep 30, 2019 | $15,001 - $50,000mid $32.5K | Unknown | Reviewnot modelled |
| 9 | — | Fidelity FL High Income (ffrhx) [Ab] other: F ILINg S TATUS : New S UbHOLDINg O F : Rita M. Joyce IRA | filing_status: New | — | S | 05/30/2019 | 01/29/2020 | $15,001 - $50,000 | 1.00 | —0.84 | SellSell | Self | May 30, 2019 | $15,001 - $50,000mid $32.5K | Unknown | Reviewnot modelled |
| 10 | — | Fidelity FL Rt High Income (ffhrx) [Ab] other: F ILINg S TATUS : New S UbHOLDINg O F : David P. Joyce Trust | filing_status: New | — | S | 03/22/2019 | 01/29/2020 | $100,001 - $250,000 | 1.00 | —0.00 | SellSell | Self | Mar 22, 2019 | $100,001 - $250,000mid $175K | Unknown | Reviewnot modelled |
| 11 | — | Fidelity Limited Term Municipal Inc. (fstfx) [Ab] other: F ILINg S TATUS : New S UbHOLDINg O F : David P. Joyce QSST Trust | filing_status: New | — | P | 03/22/2019 | 01/29/2020 | $15,001 - $50,000 | 1.00 | —0.00 | BuyBuy | Self | Mar 22, 2019 | $15,001 - $50,000mid $32.5K | Bond | not modelled |
| 12 | — | golub Capital bDC, Inc. (gbDC) [ST] other: F ILINg S TATUS : New S UbHOLDINg O F : Rita M. Joyce IRA | filing_status: New | — | P | 05/30/2019 | 01/29/2020 | $15,001 - $50,000 | 1.00 | GBDC0.98 | BuyBuy | Self | May 30, 2019 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 13 | — | Invesco QQQ Trust, Series 1 (QQQ) [ST] other: F ILINg S TATUS : New S UbHOLDINg O F : DPJ & KAJ joint account | filing_status: New | QQQ | S | 01/10/2019 | 01/29/2020 | $1,001 - $15,000 | 1.00 | QQQ0.98 | SellSell | Self | Jan 10, 2019 | $1,001 - $15,000mid $8K | Etf | modelled |
| 14 | — | Invesco QQQ Trust, Series 1 (QQQ) [ST] other: F ILINg S TATUS : New S UbHOLDINg O F : DPJ & KAJ joint account | filing_status: New | QQQ | S | 01/10/2019 | 01/29/2020 | $1,001 - $15,000 | 1.00 | QQQ0.98 | SellSell | Self | Jan 10, 2019 | $1,001 - $15,000mid $8K | Etf | modelled |
| 15 | — | iShares Core MSCI EAFE ETF (IEFA) [ST] other: F ILINg S TATUS : New S UbHOLDINg O F : David P. Joyce QSST Trust | filing_status: New | IEFA | P | 03/04/2019 | 01/29/2020 | $15,001 - $50,000 | 1.00 | IEFA0.98 | BuyBuy | Self | Mar 4, 2019 | $15,001 - $50,000mid $32.5K | Etf | modelled |
| 16 | — | iShares Core S&P 500 ETF (IVV) [ST] other: F ILINg S TATUS : New S UbHOLDINg O F : David P. Joyce QSST Trust | filing_status: New | IVV | P | 03/04/2019 | 01/29/2020 | $1,001 - $15,000 | 1.00 | IVV0.98 | BuyBuy | Self | Mar 4, 2019 | $1,001 - $15,000mid $8K | Etf | modelled |
| 17 | — | iShares Core S&P 500 ETF (IVV) [ST] other: F ILINg S TATUS : New S UbHOLDINg O F : David P. Joyce QSST Trust | filing_status: New | IVV | P | 07/24/2019 | 01/29/2020 | $15,001 - $50,000 | 1.00 | IVV0.98 | BuyBuy | Self | Jul 24, 2019 | $15,001 - $50,000mid $32.5K | Etf | modelled |
| 18 | — | iShares Core S&P Mid-Cap ETF (IJH) [ST] other: F ILINg S TATUS : New S UbHOLDINg O F : David P. Joyce Trust | filing_status: New | IJH | P | 03/04/2019 | 01/29/2020 | $15,001 - $50,000 | 1.00 | IJH0.98 | BuyBuy | Self | Mar 4, 2019 | $15,001 - $50,000mid $32.5K | Etf | modelled |
| 19 | — | iShares Core S&P Mid-Cap ETF (IJH) [ST] other: F ILINg S TATUS : New S UbHOLDINg O F : David P. Joyce Trust | filing_status: New | IJH | P | 07/24/2019 | 01/29/2020 | $1,001 - $15,000 | 1.00 | IJH0.98 | BuyBuy | Self | Jul 24, 2019 | $1,001 - $15,000mid $8K | Etf | modelled |
| 20 | — | iShares Core S&P Small-Cap ETF (IJR) [ST] other: F ILINg S TATUS : New S UbHOLDINg O F : David P. Joyce Trust | filing_status: New | IJR | P | 03/04/2019 | 01/29/2020 | $15,001 - $50,000 | 1.00 | IJR0.98 | BuyBuy | Self | Mar 4, 2019 | $15,001 - $50,000mid $32.5K | Etf | modelled |
| 21 | — | iShares Core S&P Small-Cap ETF (IJR) [ST] other: F ILINg S TATUS : New S UbHOLDINg O F : David P. Joyce Trust | filing_status: New | IJR | P | 07/24/2019 | 01/29/2020 | $1,001 - $15,000 | 1.00 | IJR0.98 | BuyBuy | Self | Jul 24, 2019 | $1,001 - $15,000mid $8K | Etf | modelled |
| 22 | — | iShares Russell 2000 Value ETF (IWN) [ST] other: F ILINg S TATUS : New S UbHOLDINg O F : Rita M. Joyce IRA | filing_status: New | IWN | P | 12/31/2019 | 01/29/2020 | $1,001 - $15,000 | 1.00 | IWN0.98 | BuyBuy | Self | Dec 31, 2019 | $1,001 - $15,000mid $8K | Etf | modelled |
| 23 | — | iShares S&P 500 Value ETF (IVE) [ST] other: F ILINg S TATUS : New S UbHOLDINg O F : Rollover | filing_status: New | IVE | P | 12/31/2019 | 01/29/2020 | $1,001 - $15,000 | 1.00 | IVE0.98 | BuyBuy | Self | Dec 31, 2019 | $1,001 - $15,000mid $8K | Etf | modelled |
| 24 | — | JPMorgan Chase Capital XVI JP Morgan Alerian MLP ETN (AMJ) [ST] other: F ILINg S TATUS : New S UbHOLDINg O F : Rita M. Joyce IRA | filing_status: New | AMJ | S | 07/08/2019 | 01/29/2020 | $1,001 - $15,000 | 1.00 | AMJ0.98 | SellSell | Self | Jul 8, 2019 | $1,001 - $15,000mid $8K | Stock | modelled |
| 25 | — | SPDR MidCap Trust Series I (MDY) [ST] other: F ILINg S TATUS : New S UbHOLDINg O F : DPJ & KAJ joint account | filing_status: New | MDY | P | 09/20/2019 | 01/29/2020 | $1,001 - $15,000 | 1.00 | MDY0.98 | BuyBuy | Self | Sep 20, 2019 | $1,001 - $15,000mid $8K | Etf | modelled |
| 26 | — | SPDR S&P 500 (SPY) [ST] other: F ILINg S TATUS : New S UbHOLDINg O F : DPJ & KAJ joint account | filing_status: New | SPY | P | 06/21/2019 | 01/29/2020 | $1,001 - $15,000 | 1.00 | SPY0.98 | BuyBuy | Self | Jun 21, 2019 | $1,001 - $15,000mid $8K | Etf | modelled |
| 27 | — | Vanguard FTSE Developed Markets ETF (VEA) [ST] other: F ILINg S TATUS : New S UbHOLDINg O F : DPJ & KAJ joint account | filing_status: New | VEA | P | 06/21/2019 | 07/30/2020 | $1,001 - $15,000 | 1.00 | VEA0.98 | BuyBuy | Self | Jun 21, 2019 | $1,001 - $15,000mid $8K | Etf | modelled |
| 28 | — | Vanguard Information Tech ETF (VgT) [ST] other: F ILINg S TATUS : New S UbHOLDINg O F : DPJ & KAJ joint account | filing_status: New | — | P | 01/10/2019 | 07/30/2020 | $1,001 - $15,000 | 1.00 | —0.00 | BuyBuy | Self | Jan 10, 2019 | $1,001 - $15,000mid $8K | Etf | not modelled |
| 29 | — | Vanguard Short-Term Corporate bond ETF (VCSH) [ST] other: F ILINg S TATUS : New S UbHOLDINg O F : Rollover | filing_status: New | VCSH | P | 03/22/2019 | 01/29/2020 | $15,001 - $50,000 | 1.00 | VCSH0.98 | BuyBuy | Self | Mar 22, 2019 | $15,001 - $50,000mid $32.5K | Etf | modelled |