Official filing metadata
- Filer (as printed)
- Hon. Marie Newman
- Office (as printed)
- IL03
- Chamber
- House
- Filing type
- ptr
- Filing date
- Apr 15, 2021
- Filing year
- 2021
- Document format
Processing (ours)
- Status
- Parsed
- Rows parsed
- 40
- 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
- 2405
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 · 40
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 | Carnival Corporation (CCl) [ST] other: F IlINg S TATuS : New S ubHOlDINg O F : Rollover IRA | filing_status: New | — | S | 02/26/2021 | 04/05/2021 | $1,001 - $15,000 | 1.00 | CCL0.98 | SellSell | Spouse | Feb 26, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 2 | SP | Chewy, Inc. Class A (CHWY) [ST] other: F IlINg S TATuS : New S ubHOlDINg O F : Rollover IRA | filing_status: New | CHWY | P | 03/01/2021 | 04/05/2021 | $1,001 - $15,000 | 1.00 | CHWY0.98 | BuyBuy | Spouse | Mar 1, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 3 | — | Duke Energy Corporation (DuK) [ST] other: F IlINg S TATuS : New S ubHOlDINg O F : Rollover IRA | filing_status: New | — | S | 03/29/2021 | 04/05/2021 | $1,001 - $15,000 | 1.00 | DUK0.98 | SellSell | Self | Mar 29, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 4 | JT | Eaton Corporation, PlC Ordinary Shares (ETN) [ST] other: F IlINg S TATuS : New S ubHOlDINg O F : Charles Schwab JT TEN | filing_status: New | ETN | S | 02/26/2021 | 04/05/2021 | $1,001 - $15,000 | 1.00 | ETN0.98 | SellSell | Joint | Feb 26, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 5 | SP | Electronic Arts Inc. (EA) [ST] other: F IlINg S TATuS : New S ubHOlDINg O F : Individual 401(K) | filing_status: New | EA | P | 03/22/2021 | 04/05/2021 | $1,001 - $15,000 | 1.00 | EA0.98 | BuyBuy | Spouse | Mar 22, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 6 | SP | Electronic Arts Inc. (EA) [ST] other: F IlINg S TATuS : New S ubHOlDINg O F : Individual 401(K) | filing_status: New | EA | S | 03/26/2021 | 04/05/2021 | $1,001 - $15,000 | 1.00 | EA0.98 | SellSell | Spouse | Mar 26, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 7 | — | FedEx Corporation (FDX) [ST] other: F IlINg S TATuS : New S ubHOlDINg O F : Rollover IRA | filing_status: New | FDX | S | 03/15/2021 | 04/05/2021 | $15,001 - $50,000 | 1.00 | FDX0.98 | SellSell | Self | Mar 15, 2021 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 8 | SP | FedEx Corporation (FDX) [ST] other: F IlINg S TATuS : New S ubHOlDINg O F : Individual 401(K) | filing_status: New | FDX | P | 03/29/2021 | 04/05/2021 | $15,001 - $50,000 | 1.00 | FDX0.98 | BuyBuy | Spouse | Mar 29, 2021 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 9 | SP | FedEx Corporation (FDX) [ST] other: F IlINg S TATuS : New S ubHOlDINg O F : Rollover IRA | filing_status: New | FDX | S | 03/12/2021 | 04/05/2021 | $15,001 - $50,000 | 1.00 | FDX0.98 | SellSell | Spouse | Mar 12, 2021 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 10 | SP | FedEx Corporation (FDX) [ST] other: F IlINg S TATuS : New S ubHOlDINg O F : Rollover IRA | filing_status: New | FDX | P | 03/15/2021 | 04/05/2021 | $15,001 - $50,000 | 1.00 | FDX0.98 | BuyBuy | Spouse | Mar 15, 2021 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 11 | SP | FedEx Corporation (FDX) [ST] other: F IlINg S TATuS : New S ubHOlDINg O F : Rollover IRA | filing_status: New | FDX | S | 03/19/2021 | 04/05/2021 | $15,001 - $50,000 | 1.00 | FDX0.98 | SellSell | Spouse | Mar 19, 2021 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 12 | SP | FedEx Corporation (FDX) [ST] other: F IlINg S TATuS : New S ubHOlDINg O F : Rollover IRA | filing_status: New | FDX | P | 03/22/2021 | 04/05/2021 | $15,001 - $50,000 | 1.00 | FDX0.98 | BuyBuy | Spouse | Mar 22, 2021 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 13 | SP | FedEx Corporation (FDX) [ST] other: F IlINg S TATuS : New S ubHOlDINg O F : Rollover IRA | filing_status: New | FDX | S | 03/26/2021 | 04/05/2021 | $15,001 - $50,000 | 1.00 | FDX0.98 | SellSell | Spouse | Mar 26, 2021 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 14 | SP | International business Machines Corporation (IbM) [ST] other: F IlINg S TATuS : New S ubHOlDINg O F : Rollover IRA | filing_status: New | — | S | 03/05/2021 | 04/05/2021 | $1,001 - $15,000 | 1.00 | IBM0.98 | SellSell | Spouse | Mar 5, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 15 | — | International business Machines Corporation (IbM) [ST] other: F IlINg S TATuS : New S ubHOlDINg O F : Rollover IRA | filing_status: New | — | S | 03/29/2021 | 04/05/2021 | $1,001 - $15,000 | 1.00 | IBM0.98 | SellSell | Self | Mar 29, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 16 | SP | Kroger Company (KR) [ST] other: F IlINg S TATuS : New S ubHOlDINg O F : Rollover IRA | filing_status: New | KR | S | 03/05/2021 | 04/05/2021 | $1,001 - $15,000 | 1.00 | KR0.98 | SellSell | Spouse | Mar 5, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 17 | JT | lemonade, Inc. (lMND) [ST] other: F IlINg S TATuS : New S ubHOlDINg O F : Charles Schwab JT TEN | filing_status: New | — | P | 03/01/2021 | 04/05/2021 | $1,001 - $15,000 | 1.00 | LMND0.98 | BuyBuy | Joint | Mar 1, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 18 | JT | lemonade, Inc. (lMND) [ST] other: F IlINg S TATuS : New S ubHOlDINg O F : Charles Schwab JT TEN | filing_status: New | — | S | 03/12/2021 | 04/05/2021 | $1,001 - $15,000 | 1.00 | LMND0.98 | SellSell | Joint | Mar 12, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 19 | SP | lemonade, Inc. (lMND) [ST] other: F IlINg S TATuS : New S ubHOlDINg O F : Rollover IRA | filing_status: New | — | P | 03/15/2021 | 04/05/2021 | $1,001 - $15,000 | 1.00 | LMND0.98 | BuyBuy | Spouse | Mar 15, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 20 | SP | lemonade, Inc. (lMND) [ST] other: F IlINg S TATuS : New S ubHOlDINg O F : Rollover IRA | filing_status: New | — | S | 03/15/2021 | 04/05/2021 | $1,001 - $15,000 | 1.00 | LMND0.98 | SellSell | Spouse | Mar 15, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 21 | SP | Pfizer, Inc. (PFE) [ST] other: F IlINg S TATuS : New S ubHOlDINg O F : Rollover IRA | filing_status: New | PFE | S | 03/11/2021 | 04/05/2021 | $1,001 - $15,000 | 1.00 | PFE0.98 | SellSell | Spouse | Mar 11, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 22 | SP | Pfizer, Inc. (PFE) [ST] other: F IlINg S TATuS : New S ubHOlDINg O F : Rollover IRA | filing_status: New | PFE | S | 03/12/2021 | 04/05/2021 | $1,001 - $15,000 | 1.00 | PFE0.98 | SellSell | Spouse | Mar 12, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 23 | JT | Ryder System, Inc. (R) [ST] other: F IlINg S TATuS : New S ubHOlDINg O F : Charles Schwab JT TEN | filing_status: New | R | S | 03/19/2021 | 04/05/2021 | $1,001 - $15,000 | 1.00 | R0.98 | SellSell | Joint | Mar 19, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 24 | SP | Tesla, Inc. (TSlA) [OP] other: F IlINg S TATuS : New S ubHOlDINg O F : Rollover IRA D ESCRIPTION : call | filing_status: New | — | S | 03/22/2021 | 04/05/2021 | $1,001 - $15,000 | 1.00 | TSLA0.98 | SellSell | Spouse | Mar 22, 2021 | $1,001 - $15,000mid $8K | Option | not modelled |
| 25 | SP | Tesla, Inc. (TSlA) [OP] other: F IlINg S TATuS : New S ubHOlDINg O F : Rollover IRA D ESCRIPTION : call | filing_status: New | — | S | 03/29/2021 | 04/05/2021 | $1,001 - $15,000 | 1.00 | TSLA0.98 | SellSell | Spouse | Mar 29, 2021 | $1,001 - $15,000mid $8K | Option | not modelled |
| 26 | SP | Tesla, Inc. (TSlA) [ST] other: F IlINg S TATuS : New S ubHOlDINg O F : Rollover IRA | filing_status: New | — | P | 03/29/2021 | 04/05/2021 | $50,001 - $100,000 | 1.00 | TSLA0.98 | BuyBuy | Spouse | Mar 29, 2021 | $50,001 - $100,000mid $75K | Stock | modelled |
| 27 | SP | Tesla, Inc. (TSlA) [OP] other: F IlINg S TATuS : New S ubHOlDINg O F : Rollover IRA D ESCRIPTION : call | filing_status: New | — | S | 03/01/2021 | 04/05/2021 | $1,001 - $15,000 | 1.00 | TSLA0.98 | SellSell | Spouse | Mar 1, 2021 | $1,001 - $15,000mid $8K | Option | not modelled |
| 28 | JT | Trupanion, Inc. (TRuP) [ST] other: F IlINg S TATuS : New S ubHOlDINg O F : Charles Schwab JT TEN | filing_status: New | — | P | 03/22/2021 | 04/05/2021 | $1,001 - $15,000 | 1.00 | TRUP0.98 | BuyBuy | Joint | Mar 22, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 29 | SP | united Parcel Service, Inc. (uPS) [ST] other: F IlINg S TATuS : New S ubHOlDINg O F : Individual 401(K) | filing_status: New | — | P | 03/15/2021 | 04/05/2021 | $15,001 - $50,000 | 1.00 | UPS0.98 | BuyBuy | Spouse | Mar 15, 2021 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 30 | SP | united Parcel Service, Inc. (uPS) [ST] other: F IlINg S TATuS : New S ubHOlDINg O F : Rollover IRA | filing_status: New | — | S | 03/05/2021 | 04/05/2021 | $15,001 - $50,000 | 1.00 | UPS0.98 | SellSell | Spouse | Mar 5, 2021 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 31 | SP | united Parcel Service, Inc. (uPS) [ST] other: F IlINg S TATuS : New S ubHOlDINg O F : Individual 401(K) | filing_status: New | — | S | 03/26/2021 | 04/05/2021 | $15,001 - $50,000 | 1.00 | UPS0.98 | SellSell | Spouse | Mar 26, 2021 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 32 | SP | united Parcel Service, Inc. (uPS) [ST] other: F IlINg S TATuS : New S ubHOlDINg O F : Rollover IRA | filing_status: New | — | S | 03/26/2021 | 04/05/2021 | $15,001 - $50,000 | 1.00 | UPS0.98 | SellSell | Spouse | Mar 26, 2021 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 33 | SP | united Parcel Service, Inc. (uPS) [ST] other: F IlINg S TATuS : New S ubHOlDINg O F : Rollover IRA | filing_status: New | — | P | 03/11/2021 | 04/05/2021 | $15,001 - $50,000 | 1.00 | UPS0.98 | BuyBuy | Spouse | Mar 11, 2021 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 34 | SP | Vroom, Inc. (VRM) [ST] other: F IlINg S TATuS : New S ubHOlDINg O F : Rollover IRA | filing_status: New | VRM | S | 03/01/2021 | 04/05/2021 | $1,001 - $15,000 | 1.00 | VRM0.98 | SellSell | Spouse | Mar 1, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 35 | JT | Walmart Inc. (WMT) [ST] other: F IlINg S TATuS : New S ubHOlDINg O F : Charles Schwab JT TEN | filing_status: New | WMT | P | 03/22/2021 | 04/05/2021 | $1,001 - $15,000 | 1.00 | WMT0.98 | BuyBuy | Joint | Mar 22, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 36 | JT | Walmart Inc. (WMT) [ST] other: F IlINg S TATuS : New S ubHOlDINg O F : Charles Schwab JT TEN | filing_status: New | WMT | S | 03/23/2021 | 04/05/2021 | $1,001 - $15,000 | 1.00 | WMT0.98 | SellSell | Joint | Mar 23, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 37 | JT | Walt Disney Company (DIS) [ST] other: F IlINg S TATuS : New S ubHOlDINg O F : Charles Schwab JT TEN | filing_status: New | DIS | S | 02/26/2021 | 04/05/2021 | $15,001 - $50,000 | 1.00 | DIS0.98 | SellSell | Joint | Feb 26, 2021 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 38 | SP | Wayfair Inc. Class A (W) [ST] other: F IlINg S TATuS : New S ubHOlDINg O F : Rollover IRA | filing_status: New | W | S | 03/19/2021 | 04/05/2021 | $15,001 - $50,000 | 1.00 | W0.98 | SellSell | Spouse | Mar 19, 2021 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 39 | SP | Zoom Video Communications, Inc. - Class A (ZM) [OP] other: F IlINg S TATuS : New S ubHOlDINg O F : Rollover IRA D ESCRIPTION : call | filing_status: New | ZM | S | 03/01/2021 | 04/05/2021 | $1,001 - $15,000 | 1.00 | ZM0.98 | SellSell | Spouse | Mar 1, 2021 | $1,001 - $15,000mid $8K | Option | not modelled |
| 40 | SP | Zoom Video Communications, Inc. - Class A (ZM) [OP] other: F IlINg S TATuS : New S ubHOlDINg O F : Rollover IRA D ESCRIPTION : call | filing_status: New | ZM | S | 03/01/2021 | 04/05/2021 | $1,001 - $15,000 | 1.00 | ZM0.98 | SellSell | Spouse | Mar 1, 2021 | $1,001 - $15,000mid $8K | Option | not modelled |