Official filing metadata
- Filer (as printed)
- Hon. Zoe Lofgren
- Office (as printed)
- CA19
- Chamber
- House
- Filing type
- ptr
- Filing date
- Sep 10, 2021
- Filing year
- 2021
- Document format
Processing (ours)
- Status
- Parsed
- Rows parsed
- 39
- 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
- 2265
row 24: 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 · 39
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 | AbbVie Inc. (AbbV) [CS] other: F ILINg S TATuS : New S ubHOLdINg O F : John Marshall Collins Rollover IRA d ESCRIPTION : Corporate bond | filing_status: New | — | P | 08/09/2021 | 09/09/2021 | $1,001 - $15,000 | 1.00 | ABBV0.98 | BuyBuy | Spouse | Aug 9, 2021 | $1,001 - $15,000mid $8K | Bond | not modelled |
| 2 | SP | Accenture plc Class A Ordinary Shares (ACN) [ST] other: F ILINg S TATuS : New S ubHOLdINg O F : John Marshall Collins Rollover IRA | filing_status: New | ACN | P | 08/09/2021 | 09/09/2021 | $1,001 - $15,000 | 1.00 | ACN0.98 | BuyBuy | Spouse | Aug 9, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 3 | SP | Adobe Inc. (AdbE) [ST] other: F ILINg S TATuS : New S ubHOLdINg O F : John Marshall Collins Rollover IRA | filing_status: New | — | P | 08/09/2021 | 09/09/2021 | $1,001 - $15,000 | 1.00 | ADBE0.98 | BuyBuy | Spouse | Aug 9, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 4 | SP | Ally Financial Inc. (ALLY) [ST] other: F ILINg S TATuS : New S ubHOLdINg O F : John Marshall Collins Rollover IRA | filing_status: New | ALLY | P | 08/09/2021 | 09/09/2021 | $1,001 - $15,000 | 1.00 | ALLY0.98 | BuyBuy | Spouse | Aug 9, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 5 | SP | American Tower Corporation (REIT) (AMT) [CS] other: F ILINg S TATuS : New S ubHOLdINg O F : John Marshall Collins Rollover IRA d ESCRIPTION : Corporate bond | filing_status: New | AMT | P | 08/09/2021 | 09/09/2021 | $1,001 - $15,000 | 1.00 | AMT0.98 | BuyBuy | Spouse | Aug 9, 2021 | $1,001 - $15,000mid $8K | Bond | not modelled |
| 6 | SP | Anheuser-busch Inbev SA Sponsored AdR (belgium) (bud) [CS] other: F ILINg S TATuS : New S ubHOLdINg O F : John Marshall Collins Rollover IRA d ESCRIPTION : Corporate bond | filing_status: New | — | P | 08/09/2021 | 09/09/2021 | $1,001 - $15,000 | 1.00 | —0.90 | BuyBuy | Spouse | Aug 9, 2021 | $1,001 - $15,000mid $8K | Bond | Reviewnot modelled |
| 7 | SP | Aon plc Class A Ordinary Shares (AON) [ST] other: F ILINg S TATuS : New S ubHOLdINg O F : John Marshall Collins Rollover IRA | filing_status: New | AON | P | 08/09/2021 | 09/09/2021 | $1,001 - $15,000 | 1.00 | AON0.98 | BuyBuy | Spouse | Aug 9, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 8 | SP | Applied Materials, Inc. (AMAT) [CS] other: F ILINg S TATuS : New S ubHOLdINg O F : John Marshall Collins Rollover IRA d ESCRIPTION : Corporate bond | filing_status: New | AMAT | P | 08/09/2021 | 09/09/2021 | $15,001 - $50,000 | 1.00 | AMAT0.98 | BuyBuy | Spouse | Aug 9, 2021 | $15,001 - $50,000mid $32.5K | Bond | not modelled |
| 9 | SP | blackstone Inc. (bX) [ST] other: F ILINg S TATuS : New S ubHOLdINg O F : John Marshall Collins Rollover IRA | filing_status: New | — | P | 08/09/2021 | 09/09/2021 | $1,001 - $15,000 | 1.00 | BX0.98 | BuyBuy | Spouse | Aug 9, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 10 | SP | Cintas Corporation (CTAS) [ST] other: F ILINg S TATuS : New S ubHOLdINg O F : John Marshall Collins Rollover IRA | filing_status: New | CTAS | P | 08/09/2021 | 09/09/2021 | $1,001 - $15,000 | 1.00 | CTAS0.98 | BuyBuy | Spouse | Aug 9, 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 : John Marshall Collins Rollover IRA | filing_status: New | CSCO | S | 08/02/2021 | 09/09/2021 | $1,001 - $15,000 | 1.00 | CSCO0.98 | SellSell | Spouse | Aug 2, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 12 | SP | Credit Suisse uSA Inc. [CS] other: F ILINg S TATuS : New S ubHOLdINg O F : John Marshall Collins Rollover IRA d ESCRIPTION : Corporate bond | filing_status: New | — | P | 08/09/2021 | 09/09/2021 | $1,001 - $15,000 | 1.00 | —0.90 | BuyBuy | Spouse | Aug 9, 2021 | $1,001 - $15,000mid $8K | Bond | Reviewnot modelled |
| 13 | SP | CVS Health Corporation (CVS) [CS] other: F ILINg S TATuS : New S ubHOLdINg O F : John Marshall Collins Rollover IRA d ESCRIPTION : Corporate bond | filing_status: New | CVS | P | 08/09/2021 | 09/09/2021 | $1,001 - $15,000 | 1.00 | CVS0.98 | BuyBuy | Spouse | Aug 9, 2021 | $1,001 - $15,000mid $8K | Bond | not modelled |
| 14 | SP | CVS Health Corporation (CVS) [CS] other: F ILINg S TATuS : New S ubHOLdINg O F : John Marshall Collins Rollover IRA d ESCRIPTION : Corporate bond | filing_status: New | CVS | S (partial) | 08/24/2021 | 09/09/2021 | $1,001 - $15,000 | 1.00 | CVS0.98 | PartialPartial sale | Spouse | Aug 24, 2021 | $1,001 - $15,000mid $8K | Bond | not modelled |
| 15 | SP | Edwards Lifesciences Corporation (EW) [ST] other: F ILINg S TATuS : New S ubHOLdINg O F : John Marshall Collins Rollover IRA | filing_status: New | EW | P | 08/09/2021 | 09/09/2021 | $1,001 - $15,000 | 1.00 | EW0.98 | BuyBuy | Spouse | Aug 9, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 16 | SP | general Mills, Inc. (gIS) [ST] other: F ILINg S TATuS : New S ubHOLdINg O F : John Marshall Collins Rollover IRA | filing_status: New | — | S | 08/02/2021 | 09/09/2021 | $1,001 - $15,000 | 1.00 | GIS0.98 | SellSell | Spouse | Aug 2, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 17 | SP | HCA Healthcare, Inc. (HCA) [ST] other: F ILINg S TATuS : New S ubHOLdINg O F : John Marshall Collins Rollover IRA | filing_status: New | HCA | S | 08/02/2021 | 09/09/2021 | $1,001 - $15,000 | 1.00 | HCA0.98 | SellSell | Spouse | Aug 2, 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 : John Marshall Collins Rollover IRA | filing_status: New | — | P | 08/09/2021 | 09/09/2021 | $1,001 - $15,000 | 1.00 | HD0.95 | BuyBuy | Spouse | Aug 9, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 19 | SP | Jefferies group LLC [CS] other: F ILINg S TATuS : New S ubHOLdINg O F : John Marshall Collins Rollover IRA d ESCRIPTION : Corporate bond | filing_status: New | — | P | 08/09/2021 | 09/09/2021 | $1,001 - $15,000 | 1.00 | —0.90 | BuyBuy | Spouse | Aug 9, 2021 | $1,001 - $15,000mid $8K | Bond | Reviewnot modelled |
| 20 | SP | JP Morgan Chase & Co. (JPM) [ST] other: F ILINg S TATuS : New S ubHOLdINg O F : John Marshall Collins Rollover IRA | filing_status: New | JPM | P | 08/09/2021 | 09/09/2021 | $1,001 - $15,000 | 1.00 | JPM0.98 | BuyBuy | Spouse | Aug 9, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 21 | SP | Mastercard Incorporated (MA) [ST] other: F ILINg S TATuS : New S ubHOLdINg O F : John Marshall Collins Rollover IRA | filing_status: New | MA | P | 08/09/2021 | 09/09/2021 | $1,001 - $15,000 | 1.00 | MA0.98 | BuyBuy | Spouse | Aug 9, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 22 | SP | Morgan Stanley (MS) [CS] other: F ILINg S TATuS : New S ubHOLdINg O F : John Marshall Collins Rollover IRA d ESCRIPTION : Corporate bond | filing_status: New | MS | P | 08/09/2021 | 09/09/2021 | $1,001 - $15,000 | 1.00 | MS0.98 | BuyBuy | Spouse | Aug 9, 2021 | $1,001 - $15,000mid $8K | Bond | not modelled |
| 23 | SP | NetApp, Inc. (NTAP) [CS] other: F ILINg S TATuS : New S ubHOLdINg O F : John Marshall Collins Rollover IRA d ESCRIPTION : Corporate bond | filing_status: New | NTAP | P | 08/09/2021 | 09/09/2021 | $1,001 - $15,000 | 1.00 | NTAP0.98 | BuyBuy | Spouse | Aug 9, 2021 | $1,001 - $15,000mid $8K | Bond | not modelled |
| 24 | SP | NXP Semiconductors N.V. (NXPI) [ST] other: F ILINg S TATuS : New S ubHOLdINg O F : John Marshall Collins Rollover IRA | filing_status: New | NXPI | P | 08/09/2021 | 09/09/2021 | $1,001 - $15,000 | 0.70 | NXPI0.98 | BuyBuy | Spouse | Aug 9, 2021 | $1,001 - $15,000mid $8K | Stock | Reviewmodelled |
| 25 | SP | Pfizer, Inc. (PFE) [CS] other: F ILINg S TATuS : New S ubHOLdINg O F : John Marshall Collins Rollover IRA d ESCRIPTION : Corporate bond | filing_status: New | PFE | P | 08/09/2021 | 09/09/2021 | $1,001 - $15,000 | 1.00 | PFE0.98 | BuyBuy | Spouse | Aug 9, 2021 | $1,001 - $15,000mid $8K | Bond | not modelled |
| 26 | SP | QuALCOMM Incorporated (QCOM) [ST] other: F ILINg S TATuS : New S ubHOLdINg O F : John Marshall Collins Rollover IRA | filing_status: New | QCOM | S | 08/02/2021 | 09/09/2021 | $1,001 - $15,000 | 1.00 | QCOM0.98 | SellSell | Spouse | Aug 2, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 27 | SP | Starbucks Corporation (SbuX) [ST] other: F ILINg S TATuS : New S ubHOLdINg O F : John Marshall Collins Rollover IRA | filing_status: New | — | P | 08/09/2021 | 09/09/2021 | $1,001 - $15,000 | 1.00 | SBUX0.98 | BuyBuy | Spouse | Aug 9, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 28 | SP | Thermo Fisher Scientific Inc (TMO) [ST] other: F ILINg S TATuS : New S ubHOLdINg O F : John Marshall Collins Rollover IRA | filing_status: New | TMO | P | 08/09/2021 | 09/09/2021 | $1,001 - $15,000 | 1.00 | TMO0.98 | BuyBuy | Spouse | Aug 9, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 29 | SP | T-Mobile uS, Inc. (TMuS) [ST] other: F ILINg S TATuS : New S ubHOLdINg O F : John Marshall Collins Rollover IRA | filing_status: New | — | P | 08/09/2021 | 09/09/2021 | $1,001 - $15,000 | 1.00 | TMUS0.98 | BuyBuy | Spouse | Aug 9, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 30 | SP | Trane Technologies plc (TT) [ST] other: F ILINg S TATuS : New S ubHOLdINg O F : John Marshall Collins Rollover IRA | filing_status: New | TT | P | 08/09/2021 | 09/09/2021 | $1,001 - $15,000 | 1.00 | TT0.98 | BuyBuy | Spouse | Aug 9, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 31 | SP | unitedHealth group Incorporated (uNH) [CS] other: F ILINg S TATuS : New S ubHOLdINg O F : John Marshall Collins Rollover IRA d ESCRIPTION : Corporate bond | filing_status: New | — | P | 08/09/2021 | 09/09/2021 | $1,001 - $15,000 | 1.00 | UNH0.98 | BuyBuy | Spouse | Aug 9, 2021 | $1,001 - $15,000mid $8K | Bond | not modelled |
| 32 | SP | unitedHealth group Incorporated Common Stock (uNH) [ST] other: F ILINg S TATuS : New S ubHOLdINg O F : John Marshall Collins Rollover IRA | filing_status: New | — | P | 08/09/2021 | 09/09/2021 | $1,001 - $15,000 | 1.00 | UNH0.98 | BuyBuy | Spouse | Aug 9, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 33 | SP | uS bancorp [CS] other: F ILINg S TATuS : New S ubHOLdINg O F : John Marshall Collins Rollover IRA d ESCRIPTION : Corporate bond | filing_status: New | — | P | 08/09/2021 | 09/09/2021 | $1,001 - $15,000 | 1.00 | USB0.92 | BuyBuy | Spouse | Aug 9, 2021 | $1,001 - $15,000mid $8K | Bond | not modelled |
| 34 | SP | Verizon Communications Inc. (VZ) [CS] other: F ILINg S TATuS : New S ubHOLdINg O F : John Marshall Collins Rollover IRA d ESCRIPTION : Corporate bond | filing_status: New | VZ | P | 08/09/2021 | 09/09/2021 | $1,001 - $15,000 | 1.00 | VZ0.98 | BuyBuy | Spouse | Aug 9, 2021 | $1,001 - $15,000mid $8K | Bond | not modelled |
| 35 | SP | ViacomCbS Inc. [CS] other: F ILINg S TATuS : New S ubHOLdINg O F : John Marshall Collins Rollover IRA d ESCRIPTION : Corporate bond | filing_status: New | — | P | 08/09/2021 | 09/09/2021 | $1,001 - $15,000 | 1.00 | PSKY0.92 | BuyBuy | Spouse | Aug 9, 2021 | $1,001 - $15,000mid $8K | Bond | not modelled |
| 36 | SP | Visa Inc. (V) [ST] other: F ILINg S TATuS : New S ubHOLdINg O F : John Marshall Collins Rollover IRA | filing_status: New | V | P | 08/09/2021 | 09/09/2021 | $1,001 - $15,000 | 1.00 | V0.98 | BuyBuy | Spouse | Aug 9, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 37 | SP | Walgreens boots Alliance, Inc. (WbA) [CS] other: F ILINg S TATuS : New S ubHOLdINg O F : John Marshall Collins Rollover IRA d ESCRIPTION : Corporate bond. | filing_status: New | — | P | 08/09/2021 | 09/09/2021 | $1,001 - $15,000 | 1.00 | —0.00 | BuyBuy | Spouse | Aug 9, 2021 | $1,001 - $15,000mid $8K | Bond | not modelled |
| 38 | SP | Westpac banking Corporation (WbK) [CS] other: F ILINg S TATuS : New S ubHOLdINg O F : John Marshall Collins Rollover IRA d ESCRIPTION : Corporate bond | filing_status: New | — | P | 08/09/2021 | 09/09/2021 | $1,001 - $15,000 | 1.00 | WEBNF0.95 | BuyBuy | Spouse | Aug 9, 2021 | $1,001 - $15,000mid $8K | Bond | not modelled |
| 39 | SP | Zoetis Inc. Class A (ZTS) [ST] other: F ILINg S TATuS : New S ubHOLdINg O F : John Marshall Collins Rollover IRA | filing_status: New | ZTS | P | 08/09/2021 | 09/09/2021 | $1,001 - $15,000 | 1.00 | ZTS0.98 | BuyBuy | Spouse | Aug 9, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |