Official filing metadata
- Filer (as printed)
- Hon. Alan S. Lowenthal
- Office (as printed)
- CA47
- Chamber
- House
- Filing type
- ptr
- Filing date
- Aug 3, 2020
- Filing year
- 2020
- Document format
Processing (ours)
- Status
- Parsed
- Rows parsed
- 14
- 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
- 1614
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 · 14
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 | SP | Crown Castle [CS] other: F ILINg S TATuS : New S uBHOLdINg O F : Neuberger Berman - Traditional IRA d ESCRIPTION : Redeemed, interest rate was 4.875%, maturity date is 4/15/2022 | filing_status: New | — | S | 07/06/2020 | 07/13/2020 | $1,001 - $15,000 | 1.00 | CCI0.95 | SellSell | Spouse | Jul 6, 2020 | $1,001 - $15,000mid $8K | Bond | not modelled |
| 2 | SP | CVS [CS] other: F ILINg S TATuS : New S uBHOLdINg O F : Neuberger Berman - Traditional IRA d ESCRIPTION : Redeemed, interest rate was 2.8%, maturity date is 7/20/2020. | filing_status: New | — | S | 07/20/2020 | 07/27/2020 | $15,001 - $50,000 | 1.00 | CVS0.98 | SellSell | Spouse | Jul 20, 2020 | $15,001 - $50,000mid $32.5K | Bond | not modelled |
| 3 | SP | Sunrun Inc. (RuN) [ST] other: F ILINg S TATuS : New S uBHOLdINg O F : Neuberger Berman - Traditional IRA | filing_status: New | — | S (partial) | 07/13/2020 | 07/20/2020 | $1,001 - $15,000 | 1.00 | RUN0.98 | PartialPartial sale | Spouse | Jul 13, 2020 | $1,001 - $15,000mid $8K | Stock | modelled |
| 4 | SP | Sunrun Inc. (RuN) [ST] other: F ILINg S TATuS : New S uBHOLdINg O F : Neuberger Berman - Traditional IRA | filing_status: New | — | S (partial) | 07/13/2020 | 07/20/2020 | $1,001 - $15,000 | 1.00 | RUN0.98 | PartialPartial sale | Spouse | Jul 13, 2020 | $1,001 - $15,000mid $8K | Stock | modelled |
| 5 | SP | Sunrun Inc. (RuN) [ST] other: F ILINg S TATuS : New S uBHOLdINg O F : Neuberger Berman - Traditional IRA | filing_status: New | — | S (partial) | 07/13/2020 | 07/20/2020 | $1,001 - $15,000 | 1.00 | RUN0.98 | PartialPartial sale | Spouse | Jul 13, 2020 | $1,001 - $15,000mid $8K | Stock | modelled |
| 6 | SP | Sunrun Inc. (RuN) [ST] other: F ILINg S TATuS : New S uBHOLdINg O F : Neuberger Berman - Traditional IRA | filing_status: New | — | S (partial) | 07/13/2020 | 07/20/2020 | $1,001 - $15,000 | 1.00 | RUN0.98 | PartialPartial sale | Spouse | Jul 13, 2020 | $1,001 - $15,000mid $8K | Stock | modelled |
| 7 | SP | Sunrun Inc. (RuN) [ST] other: F ILINg S TATuS : New S uBHOLdINg O F : Neuberger Berman - Traditional IRA | filing_status: New | — | S (partial) | 07/13/2020 | 07/20/2020 | $1,001 - $15,000 | 1.00 | RUN0.98 | PartialPartial sale | Spouse | Jul 13, 2020 | $1,001 - $15,000mid $8K | Stock | modelled |
| 8 | SP | Sunrun Inc. (RuN) [ST] other: F ILINg S TATuS : New S uBHOLdINg O F : Neuberger Berman - Traditional IRA | filing_status: New | — | S (partial) | 07/13/2020 | 07/20/2020 | $1,001 - $15,000 | 1.00 | RUN0.98 | PartialPartial sale | Spouse | Jul 13, 2020 | $1,001 - $15,000mid $8K | Stock | modelled |
| 9 | SP | Sunrun Inc. (RuN) [ST] other: F ILINg S TATuS : New S uBHOLdINg O F : Neuberger Berman - Traditional IRA | filing_status: New | — | S (partial) | 07/13/2020 | 07/20/2020 | $1,001 - $15,000 | 1.00 | RUN0.98 | PartialPartial sale | Spouse | Jul 13, 2020 | $1,001 - $15,000mid $8K | Stock | modelled |
| 10 | SP | Sunrun Inc. (RuN) [ST] other: F ILINg S TATuS : New S uBHOLdINg O F : Neuberger Berman - Traditional IRA | filing_status: New | — | S (partial) | 07/13/2020 | 07/20/2020 | $1,001 - $15,000 | 1.00 | RUN0.98 | PartialPartial sale | Spouse | Jul 13, 2020 | $1,001 - $15,000mid $8K | Stock | modelled |
| 11 | SP | T-Mobile uS, Inc. - Subscription Rights Expiring 7/27/2020 (TMuSR) [ST] other: F ILINg S TATuS : New S uBHOLdINg O F : Neuberger Berman - Traditional IRA | filing_status: New | — | S | 07/17/2020 | 07/24/2020 | $35.08 | 1.00 | TMUS0.95 | SellSell | Spouse | Jul 17, 2020 | $35.08 | Option | Reviewnot modelled |
| 12 | SP | uber Technologies, Inc. (uBER) [ST] other: F ILINg S TATuS : New S uBHOLdINg O F : Neuberger Berman - Traditional IRA | filing_status: New | — | P | 07/22/2020 | 07/29/2020 | $1,001 - $15,000 | 1.00 | UBER0.98 | BuyBuy | Spouse | Jul 22, 2020 | $1,001 - $15,000mid $8K | Stock | modelled |
| 13 | SP | united Health [CS] other: F ILINg S TATuS : New S uBHOLdINg O F : Neuberger Berman - Traditional IRA d ESCRIPTION : Redeemed, interest rate was 2.7%, maturity date is 7/15/2020. | filing_status: New | — | S | 07/15/2020 | 07/22/2020 | $15,001 - $50,000 | 1.00 | UNH0.92 | SellSell | Spouse | Jul 15, 2020 | $15,001 - $50,000mid $32.5K | Bond | not modelled |
| 14 | SP | universal display Corporation (OLEd) [ST] other: F ILINg S TATuS : New S uBHOLdINg O F : Neuberger Berman - Traditional IRA | filing_status: New | — | P | 07/27/2020 | 08/01/2020 | $1,001 - $15,000 | 1.00 | OLED0.98 | BuyBuy | Spouse | Jul 27, 2020 | $1,001 - $15,000mid $8K | Stock | modelled |