Official filing metadata
- Filer (as printed)
- Hon. Katherine M. Clark
- Office (as printed)
- MA05
- Chamber
- House
- Filing type
- ptr
- Filing date
- Oct 14, 2021
- Filing year
- 2021
- Document format
Processing (ours)
- Status
- Parsed
- Rows parsed
- 27
- 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
- 1978
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 · 27
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 | Alphabet Inc. - Class A (gOOgl) [ST] other: F IlINg S TATuS : New S ubHOlDINg O F : Ameriprise Rollover IRA D ESCRIPTION : Shares transferred from SEP & Traditional IRA | filing_status: New | — | S | 09/16/2021 | 10/13/2021 | $1,001 - $15,000 | 1.00 | GOOGL0.98 | SellSell | Spouse | Sep 16, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 2 | SP | Atlantica Sustainable Infrastructure plc - Ordinary Shares (AY) [ST] other: F IlINg S TATuS : New S ubHOlDINg O F : Ameriprise Rollover IRA D ESCRIPTION : Shares transferred from SEP & Traditional IRA | filing_status: New | AY | S | 09/16/2021 | 10/13/2021 | $1,001 - $15,000 | 1.00 | —0.60 | SellSell | Spouse | Sep 16, 2021 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 3 | SP | best buy Co., Inc. (bbY) [ST] other: F IlINg S TATuS : New S ubHOlDINg O F : Ameriprise Rollover IRA D ESCRIPTION : Shares transferred from SEP & Traditional IRA | filing_status: New | — | S | 09/16/2021 | 10/13/2021 | $1,001 - $15,000 | 1.00 | BBY0.98 | SellSell | Spouse | Sep 16, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 4 | SP | Cisco Systems, Inc. (CSCO) [ST] other: F IlINg S TATuS : New S ubHOlDINg O F : Ameriprise Rollover IRA D ESCRIPTION : Shares transferred from SEP & Traditional IRA | filing_status: New | CSCO | S | 09/16/2021 | 10/13/2021 | $1,001 - $15,000 | 1.00 | CSCO0.98 | SellSell | Spouse | Sep 16, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 5 | SP | Clean Energy Fuels Corp. (ClNE) [ST] other: F IlINg S TATuS : New S ubHOlDINg O F : Ameriprise Rollover IRA D ESCRIPTION : Shares transferred from SEP & Traditional IRA | filing_status: New | — | S | 09/16/2021 | 10/13/2021 | $1,001 - $15,000 | 1.00 | CLNE0.98 | SellSell | Spouse | Sep 16, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 6 | SP | Coca-Cola Europacific Partners plc - Ordinary Shares (CCEP) [ST] other: F IlINg S TATuS : New S ubHOlDINg O F : Ameriprise Rollover IRA D ESCRIPTION : Shares transferred from SEP & Traditional IRA | filing_status: New | CCEP | S | 09/16/2021 | 10/13/2021 | $1,001 - $15,000 | 1.00 | CCEP0.98 | SellSell | Spouse | Sep 16, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 7 | SP | Edwards lifesciences Corporation (EW) [ST] other: F IlINg S TATuS : New S ubHOlDINg O F : Ameriprise Rollover IRA D ESCRIPTION : Shares transferred from SEP & Traditional IRA | filing_status: New | EW | S | 09/16/2021 | 10/13/2021 | $1,001 - $15,000 | 1.00 | EW0.98 | SellSell | Spouse | Sep 16, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 8 | SP | First Solar, Inc. (FSlR) [ST] other: F IlINg S TATuS : New S ubHOlDINg O F : Ameriprise Rollover IRA D ESCRIPTION : Shares transferred from SEP & Traditional IRA | filing_status: New | — | S | 09/16/2021 | 10/13/2021 | $15,001 - $50,000 | 1.00 | FSLR0.98 | SellSell | Spouse | Sep 16, 2021 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 9 | SP | Home Depot, Inc. (HD) [ST] other: F IlINg S TATuS : New S ubHOlDINg O F : Ameriprise Rollover IRA D ESCRIPTION : Shares transferred from SEP & Traditional IRA | filing_status: New | HD | S | 09/16/2021 | 10/13/2021 | $1,001 - $15,000 | 1.00 | HD0.98 | SellSell | Spouse | Sep 16, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 10 | SP | Honeywell International Inc. (HON) [ST] other: F IlINg S TATuS : New S ubHOlDINg O F : Ameriprise Rollover IRA D ESCRIPTION : Shares transferred from SEP & Traditional IRA | filing_status: New | HON | S | 09/16/2021 | 10/13/2021 | $1,001 - $15,000 | 1.00 | HON0.98 | SellSell | Spouse | Sep 16, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 11 | SP | Intel Corporation (INTC) [ST] other: F IlINg S TATuS : New S ubHOlDINg O F : Ameriprise Rollover IRA D ESCRIPTION : Shares transferred from SEP & Traditional IRA | filing_status: New | INTC | S | 09/16/2021 | 10/13/2021 | $1,001 - $15,000 | 1.00 | INTC0.98 | SellSell | Spouse | Sep 16, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 12 | SP | Koninklijke Philips N.V. NY Registry Shares (PHg) [ST] other: F IlINg S TATuS : New S ubHOlDINg O F : Ameriprise Rollover IRA D ESCRIPTION : Shares transferred from SEP & Traditional IRA | filing_status: New | — | S | 09/16/2021 | 10/13/2021 | $1,001 - $15,000 | 1.00 | PHG0.98 | SellSell | Spouse | Sep 16, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 13 | SP | Mastercard Incorporated (MA) [ST] other: F IlINg S TATuS : New S ubHOlDINg O F : Ameriprise Rollover IRA D ESCRIPTION : Shares transferred from SEP & Traditional IRA | filing_status: New | MA | S | 09/16/2021 | 10/13/2021 | $1,001 - $15,000 | 1.00 | MA0.98 | SellSell | Spouse | Sep 16, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 14 | SP | Merck & Company, Inc. Common Stock (MRK) [ST] other: F IlINg S TATuS : New S ubHOlDINg O F : Ameriprise Rollover IRA D ESCRIPTION : Shares transferred from SEP & Traditional IRA | filing_status: New | MRK | S | 09/16/2021 | 10/13/2021 | $1,001 - $15,000 | 1.00 | MRK0.98 | SellSell | Spouse | Sep 16, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 15 | SP | Microsoft Corporation (MSFT) [ST] other: F IlINg S TATuS : New S ubHOlDINg O F : Ameriprise Rollover IRA D ESCRIPTION : Shares transferred from SEP & Traditional IRA | filing_status: New | MSFT | S | 09/16/2021 | 10/13/2021 | $1,001 - $15,000 | 1.00 | MSFT0.98 | SellSell | Spouse | Sep 16, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 16 | SP | Novo Nordisk A/S (NVO) [ST] other: F IlINg S TATuS : New S ubHOlDINg O F : Ameriprise Rollover IRA D ESCRIPTION : Shares transferred from SEP & Traditional IRA | filing_status: New | NVO | S | 09/16/2021 | 10/13/2021 | $1,001 - $15,000 | 1.00 | NVO0.98 | SellSell | Spouse | Sep 16, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 17 | SP | Oracle Corporation (ORCl) [ST] other: F IlINg S TATuS : New S ubHOlDINg O F : Ameriprise Rollover IRA D ESCRIPTION : Shares transferred from SEP & Traditional IRA | filing_status: New | — | S | 09/16/2021 | 10/13/2021 | $1,001 - $15,000 | 1.00 | ORCL0.98 | SellSell | Spouse | Sep 16, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 18 | SP | Pepsico, Inc. (PEP) [ST] other: F IlINg S TATuS : New S ubHOlDINg O F : Ameriprise Rollover IRA D ESCRIPTION : Shares transferred from SEP & Traditional IRA | filing_status: New | PEP | S | 09/16/2021 | 10/13/2021 | $1,001 - $15,000 | 1.00 | PEP0.98 | SellSell | Spouse | Sep 16, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 19 | SP | S&P global Inc. (SPgI) [ST] other: F IlINg S TATuS : New S ubHOlDINg O F : Ameriprise Rollover IRA D ESCRIPTION : Shares transferred from SEP & Traditional IRA | filing_status: New | — | S | 09/16/2021 | 10/13/2021 | $1,001 - $15,000 | 1.00 | SPGI0.98 | SellSell | Spouse | Sep 16, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 20 | SP | SAP SE ADS (SAP) [ST] other: F IlINg S TATuS : New S ubHOlDINg O F : Ameriprise Rollover IRA D ESCRIPTION : Shares transferred from SEP & Traditional IRA | filing_status: New | SAP | S | 09/16/2021 | 10/13/2021 | $1,001 - $15,000 | 1.00 | SAP0.98 | SellSell | Spouse | Sep 16, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 21 | SP | Simon Property group, Inc. (SPg) [ST] other: F IlINg S TATuS : New S ubHOlDINg O F : Ameriprise Rollover IRA D ESCRIPTION : Shares transferred from SEP & Traditional IRA | filing_status: New | — | S | 09/16/2021 | 10/13/2021 | $1,001 - $15,000 | 1.00 | SPG0.98 | SellSell | Spouse | Sep 16, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 22 | SP | Sony group Corporation American Depositary Shares (SONY) [ST] other: F IlINg S TATuS : New S ubHOlDINg O F : Ameriprise Rollover IRA D ESCRIPTION : Shares transferred from SEP & Traditional IRA | filing_status: New | SONY | S | 09/16/2021 | 10/13/2021 | $1,001 - $15,000 | 1.00 | SONY0.98 | SellSell | Spouse | Sep 16, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 23 | SP | Starbucks Corporation (SbuX) [ST] other: F IlINg S TATuS : New S ubHOlDINg O F : Ameriprise Rollover IRA D ESCRIPTION : Shares transferred from SEP & Traditional IRA | filing_status: New | — | S | 09/16/2021 | 10/13/2021 | $1,001 - $15,000 | 1.00 | SBUX0.98 | SellSell | Spouse | Sep 16, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 24 | SP | State Street Corporation (STT) [ST] other: F IlINg S TATuS : New S ubHOlDINg O F : Ameriprise Rollover IRA D ESCRIPTION : Shares transferred from SEP & Traditional IRA | filing_status: New | STT | S | 09/16/2021 | 10/13/2021 | $1,001 - $15,000 | 1.00 | STT0.98 | SellSell | Spouse | Sep 16, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 25 | SP | Taiwan Semiconductor Manufacturing Company ltd. (TSM) [ST] other: F IlINg S TATuS : New S ubHOlDINg O F : Ameriprise Rollover IRA D ESCRIPTION : Shares transferred from SEP & Traditional IRA | filing_status: New | TSM | S | 09/16/2021 | 10/13/2021 | $1,001 - $15,000 | 1.00 | TSM0.98 | SellSell | Spouse | Sep 16, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 26 | SP | ubS group Ag Registered Ordinary Shares (ubS) [ST] other: F IlINg S TATuS : New S ubHOlDINg O F : Ameriprise Rollover IRA D ESCRIPTION : Shares transferred from SEP & Traditional IRA | filing_status: New | — | S | 09/16/2021 | 10/13/2021 | $1,001 - $15,000 | 1.00 | UBS0.98 | SellSell | Spouse | Sep 16, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 27 | SP | Visa Inc. (V) [ST] other: F IlINg S TATuS : New S ubHOlDINg O F : Ameriprise Rollover IRA D ESCRIPTION : Shares transferred from SEP & Traditional IRA | filing_status: New | V | S | 09/16/2021 | 10/13/2021 | $1,001 - $15,000 | 1.00 | V0.98 | SellSell | Spouse | Sep 16, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |