Official filing metadata
- Filer (as printed)
- Hon. Katherine M. Clark
- Office (as printed)
- MA05
- Chamber
- House
- Filing type
- ptr
- Filing date
- Aug 15, 2021
- Filing year
- 2021
- Document format
Processing (ours)
- Status
- Parsed
- Rows parsed
- 41
- 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
- 1977
row 35: 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 · 41
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 | Abb ltd (Abb) [ST] other: F IlINg S TATuS : New S ubHOldINg O F : Ameriprise SEP IRA | filing_status: New | — | S | 07/27/2021 | 08/13/2021 | $1,001 - $15,000 | 1.00 | ABBNY0.95 | SellSell | Spouse | Jul 27, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 2 | SP | Abb ltd (Abb) [ST] other: F IlINg S TATuS : New S ubHOldINg O F : Ameriprise Traditional IRA | filing_status: New | — | S | 07/27/2021 | 08/13/2021 | $1,001 - $15,000 | 1.00 | ABBNY0.95 | SellSell | Spouse | Jul 27, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 3 | SP | Alphabet Inc. - Class A (gOOgl) [ST] other: F IlINg S TATuS : New S ubHOldINg O F : Ameriprise SEP IRA | filing_status: New | — | S (partial) | 06/04/2021 | 08/13/2021 | $1,001 - $15,000 | 1.00 | GOOGL0.98 | PartialPartial sale | Spouse | Jun 4, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 4 | SP | Atlantica Sustainable Infrastructure plc - Ordinary Shares (AY) [ST] other: F IlINg S TATuS : New S ubHOldINg O F : Ameriprise SEP IRA | filing_status: New | AY | P | 06/04/2021 | 08/13/2021 | $1,001 - $15,000 | 1.00 | —0.60 | BuyBuy | Spouse | Jun 4, 2021 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 5 | SP | Atlantica Sustainable Infrastructure plc - Ordinary Shares (AY) [ST] other: F IlINg S TATuS : New S ubHOldINg O F : Ameriprise Traditional IRA | filing_status: New | AY | P | 06/04/2021 | 08/13/2021 | $1,001 - $15,000 | 1.00 | —0.60 | BuyBuy | Spouse | Jun 4, 2021 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 6 | SP | best buy Co., Inc. (bbY) [ST] other: F IlINg S TATuS : New S ubHOldINg O F : Ameriprise Traditional IRA | filing_status: New | — | P | 06/04/2021 | 08/13/2021 | $1,001 - $15,000 | 1.00 | BBY0.98 | BuyBuy | Spouse | Jun 4, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 7 | SP | best buy Co., Inc. (bbY) [ST] other: F IlINg S TATuS : New S ubHOldINg O F : Ameriprise SEP IRA | filing_status: New | — | P | 06/04/2021 | 08/13/2021 | $1,001 - $15,000 | 1.00 | BBY0.98 | BuyBuy | Spouse | Jun 4, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 8 | SP | blackRock, Inc. (blK) [ST] other: F IlINg S TATuS : New S ubHOldINg O F : Ameriprise SEP IRA | filing_status: New | — | S | 06/04/2021 | 08/13/2021 | $1,001 - $15,000 | 1.00 | BLK0.98 | SellSell | Spouse | Jun 4, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 9 | SP | blackRock, Inc. (blK) [ST] other: F IlINg S TATuS : New S ubHOldINg O F : Ameriprise Traditional IRA | filing_status: New | — | S | 06/04/2021 | 08/13/2021 | $1,001 - $15,000 | 1.00 | BLK0.98 | SellSell | Spouse | Jun 4, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 10 | SP | Cisco Systems, Inc. (CSCO) [ST] other: F IlINg S TATuS : New S ubHOldINg O F : Ameriprise Traditional IRA | filing_status: New | CSCO | P | 07/27/2021 | 08/13/2021 | $1,001 - $15,000 | 1.00 | CSCO0.98 | BuyBuy | Spouse | Jul 27, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 11 | SP | Cisco Systems, Inc. (CSCO) [ST] other: F IlINg S TATuS : New S ubHOldINg O F : Ameriprise SEP IRA | filing_status: New | CSCO | P | 07/27/2021 | 08/13/2021 | $1,001 - $15,000 | 1.00 | CSCO0.98 | BuyBuy | Spouse | Jul 27, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 12 | SP | Edwards lifesciences Corporation (EW) [ST] other: F IlINg S TATuS : New S ubHOldINg O F : Ameriprise SEP IRA | filing_status: New | EW | S | 07/27/2021 | 08/13/2021 | $1,001 - $15,000 | 1.00 | EW0.98 | SellSell | Spouse | Jul 27, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 13 | SP | First Solar, Inc. (FSlR) [ST] other: F IlINg S TATuS : New S ubHOldINg O F : Ameriprise SEP IRA | filing_status: New | — | P | 06/04/2021 | 08/13/2021 | $1,001 - $15,000 | 1.00 | FSLR0.98 | BuyBuy | Spouse | Jun 4, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 14 | SP | First Solar, Inc. (FSlR) [ST] other: F IlINg S TATuS : New S ubHOldINg O F : Ameriprise Traditional IRA | filing_status: New | — | P | 06/04/2021 | 08/13/2021 | $1,001 - $15,000 | 1.00 | FSLR0.98 | BuyBuy | Spouse | Jun 4, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 15 | SP | glaxoSmithKline PlC (gSK) [ST] other: F IlINg S TATuS : New S ubHOldINg O F : Ameriprise Traditional IRA | filing_status: New | — | S | 06/04/2021 | 08/13/2021 | $1,001 - $15,000 | 1.00 | —0.00 | SellSell | Spouse | Jun 4, 2021 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 16 | SP | glaxoSmithKline PlC (gSK) [ST] other: F IlINg S TATuS : New S ubHOldINg O F : Ameriprise SEP IRA | filing_status: New | — | S | 06/04/2021 | 08/13/2021 | $1,001 - $15,000 | 1.00 | —0.00 | SellSell | Spouse | Jun 4, 2021 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 17 | SP | Home depot, Inc. (Hd) [ST] other: F IlINg S TATuS : New S ubHOldINg O F : Ameriprise SEP IRA | filing_status: New | — | P | 07/27/2021 | 08/13/2021 | $1,001 - $15,000 | 1.00 | HD0.95 | BuyBuy | Spouse | Jul 27, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 18 | SP | Home depot, Inc. (Hd) [ST] other: F IlINg S TATuS : New S ubHOldINg O F : Ameriprise Traditional IRA | filing_status: New | — | P | 07/27/2021 | 08/13/2021 | $1,001 - $15,000 | 1.00 | HD0.95 | BuyBuy | Spouse | Jul 27, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 19 | SP | Honeywell International Inc. (HON) [ST] other: F IlINg S TATuS : New S ubHOldINg O F : Ameriprise Traditional IRA | filing_status: New | HON | P | 07/27/2021 | 08/13/2021 | $1,001 - $15,000 | 1.00 | HON0.98 | BuyBuy | Spouse | Jul 27, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 20 | SP | Honeywell International Inc. (HON) [ST] other: F IlINg S TATuS : New S ubHOldINg O F : Ameriprise SEP IRA | filing_status: New | HON | P | 07/27/2021 | 08/13/2021 | $1,001 - $15,000 | 1.00 | HON0.98 | BuyBuy | Spouse | Jul 27, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 21 | SP | Iron Mountain Incorporated (IRM) [ST] other: F IlINg S TATuS : New S ubHOldINg O F : Ameriprise SEP IRA | filing_status: New | IRM | S | 07/27/2021 | 08/13/2021 | $1,001 - $15,000 | 1.00 | IRM0.98 | SellSell | Spouse | Jul 27, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 22 | SP | Iron Mountain Incorporated (IRM) [ST] other: F IlINg S TATuS : New S ubHOldINg O F : Ameriprise SEP IRA | filing_status: New | IRM | S (partial) | 06/04/2021 | 08/13/2021 | $1,001 - $15,000 | 1.00 | IRM0.98 | PartialPartial sale | Spouse | Jun 4, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 23 | SP | Iron Mountain Incorporated (IRM) [ST] other: F IlINg S TATuS : New S ubHOldINg O F : Ameriprise Traditional IRA | filing_status: New | IRM | S | 07/27/2021 | 08/13/2021 | $1,001 - $15,000 | 1.00 | IRM0.98 | SellSell | Spouse | Jul 27, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 24 | SP | Iron Mountain Incorporated (IRM) [ST] other: F IlINg S TATuS : New S ubHOldINg O F : Ameriprise Traditional IRA | filing_status: New | IRM | S (partial) | 06/04/2021 | 08/13/2021 | $1,001 - $15,000 | 1.00 | IRM0.98 | PartialPartial sale | Spouse | Jun 4, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 25 | SP | Merck & Company, Inc. Common Stock (MRK) [ST] other: F IlINg S TATuS : New S ubHOldINg O F : Ameriprise Traditional IRA | filing_status: New | MRK | P | 07/27/2021 | 08/13/2021 | $1,001 - $15,000 | 1.00 | MRK0.98 | BuyBuy | Spouse | Jul 27, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 26 | SP | Merck & Company, Inc. Common Stock (MRK) [ST] other: F IlINg S TATuS : New S ubHOldINg O F : Ameriprise SEP IRA | filing_status: New | MRK | P | 07/27/2021 | 08/13/2021 | $1,001 - $15,000 | 1.00 | MRK0.98 | BuyBuy | Spouse | Jul 27, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 27 | SP | Microsoft Corporation (MSFT) [ST] other: F IlINg S TATuS : New S ubHOldINg O F : Ameriprise SEP IRA | filing_status: New | MSFT | P | 07/27/2021 | 08/13/2021 | $1,001 - $15,000 | 1.00 | MSFT0.98 | BuyBuy | Spouse | Jul 27, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 28 | SP | Microsoft Corporation (MSFT) [ST] other: F IlINg S TATuS : New S ubHOldINg O F : Ameriprise Traditional IRA | filing_status: New | MSFT | P | 07/27/2021 | 08/13/2021 | $1,001 - $15,000 | 1.00 | MSFT0.98 | BuyBuy | Spouse | Jul 27, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 29 | SP | Orange (ORAN) [ST] other: F IlINg S TATuS : New S ubHOldINg O F : Ameriprise Traditional IRA | filing_status: New | ORAN | S | 07/27/2021 | 08/13/2021 | $1,001 - $15,000 | 1.00 | FNCTF0.95 | SellSell | Spouse | Jul 27, 2021 | $1,001 - $15,000mid $8K | Stock | Reviewmodelled |
| 30 | SP | Orange (ORAN) [ST] other: F IlINg S TATuS : New S ubHOldINg O F : Ameriprise SEP IRA | filing_status: New | ORAN | S | 07/27/2021 | 08/13/2021 | $1,001 - $15,000 | 1.00 | FNCTF0.95 | SellSell | Spouse | Jul 27, 2021 | $1,001 - $15,000mid $8K | Stock | Reviewmodelled |
| 31 | SP | Simon Property group, Inc. (SPg) [ST] other: F IlINg S TATuS : New S ubHOldINg O F : Ameriprise SEP IRA | filing_status: New | — | S | 06/04/2021 | 08/13/2021 | $1,001 - $15,000 | 1.00 | SPG0.98 | SellSell | Spouse | Jun 4, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 32 | SP | Simon Property group, Inc. (SPg) [ST] other: F IlINg S TATuS : New S ubHOldINg O F : Ameriprise Traditional IRA | filing_status: New | — | S | 06/04/2021 | 08/13/2021 | $1,001 - $15,000 | 1.00 | SPG0.98 | SellSell | Spouse | Jun 4, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 33 | SP | Sony group Corporation American depositary Shares (SONY) [ST] other: F IlINg S TATuS : New S ubHOldINg O F : Ameriprise Traditional IRA | filing_status: New | SONY | P | 06/04/2021 | 08/13/2021 | $1,001 - $15,000 | 1.00 | SONY0.98 | BuyBuy | Spouse | Jun 4, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 34 | SP | Sony group Corporation American depositary Shares (SONY) [ST] other: F IlINg S TATuS : New S ubHOldINg O F : Ameriprise SEP IRA | filing_status: New | SONY | P | 06/04/2021 | 08/13/2021 | $1,001 - $15,000 | 1.00 | SONY0.98 | BuyBuy | Spouse | Jun 4, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 35 | SP | Starbucks Corporation (SbuX) [ST] other: F IlINg S TATuS : New S ubHOldINg O F : Ameriprise SEP IRA | filing_status: New | — | S (partial) | 07/27/2021 | 08/13/2021 | $1,001 - $15,000 | 0.70 | SBUX0.98 | PartialPartial sale | Spouse | Jul 27, 2021 | $1,001 - $15,000mid $8K | Stock | Reviewmodelled |
| 36 | SP | ubS group Ag Registered Ordinary Shares (ubS) [ST] other: F IlINg S TATuS : New S ubHOldINg O F : Ameriprise SEP IRA | filing_status: New | — | P | 07/27/2021 | 08/13/2021 | $1,001 - $15,000 | 1.00 | UBS0.98 | BuyBuy | Spouse | Jul 27, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 37 | SP | ubS group Ag Registered Ordinary Shares (ubS) [ST] other: F IlINg S TATuS : New S ubHOldINg O F : Ameriprise Traditional IRA | filing_status: New | — | P | 07/27/2021 | 08/13/2021 | $1,001 - $15,000 | 1.00 | UBS0.98 | BuyBuy | Spouse | Jul 27, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 38 | SP | Visa Inc. (V) [ST] other: F IlINg S TATuS : New S ubHOldINg O F : Ameriprise Traditional IRA | filing_status: New | V | P | 07/27/2021 | 08/13/2021 | $1,001 - $15,000 | 1.00 | V0.98 | BuyBuy | Spouse | Jul 27, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 39 | SP | Visa Inc. (V) [ST] other: F IlINg S TATuS : New S ubHOldINg O F : Ameriprise SEP IRA | filing_status: New | V | P | 07/27/2021 | 08/13/2021 | $1,001 - $15,000 | 1.00 | V0.98 | BuyBuy | Spouse | Jul 27, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 40 | SP | Xylem Inc. Common Stock New (XYl) [ST] other: F IlINg S TATuS : New S ubHOldINg O F : Ameriprise SEP IRA | filing_status: New | — | S | 06/04/2021 | 08/13/2021 | $1,001 - $15,000 | 1.00 | XYL0.98 | SellSell | Spouse | Jun 4, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 41 | SP | Xylem Inc. Common Stock New (XYl) [ST] other: F IlINg S TATuS : New S ubHOldINg O F : Ameriprise Traditional IRA | filing_status: New | — | S | 06/04/2021 | 08/13/2021 | $1,001 - $15,000 | 1.00 | XYL0.98 | SellSell | Spouse | Jun 4, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |