Filing audit view
f9252211-a695-4c37-869a-0e223fce8d88ParsedAmendment
RDan Sullivan · Senate · ptr_amendment · filed Sep 22, 2023
Official filing metadata
- Filer (as printed)
- Daniel S Sullivan
- Office (as printed)
- Sullivan, Dan (Senator)
- Chamber
- Senate
- Filing type
- ptr_amendment
- Filing date
- Sep 22, 2023
- Filing year
- 2023
- Document format
- html
Processing (ours)
- Status
- Parsed
- Rows parsed
- 33
- Parser version
- senate_html_v1
- First seen
- Sep 8, 2026 23:52 UTC (initial backfill, not when it was published)
- Fetched
- Sep 8, 2026
- Parsed
- Sep 8, 2026
- Internal id
- 4229
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 · 33
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 | Joint | Accenture Plc Sale part of investment strategy of 3rd party investment professional to exchange individual stocks received after death of filer’s parents for EIFs. | ACN | Sale (Full) | 08/22/2023 | — | $15,001 - $50,000 | 1.00 | ACN0.98 | SellSell | Joint | Aug 22, 2023 | $15,001 - $50,000mid $32.5K | Stock | Restatednot modelled |
| 2 | Joint | Align Technology, Inc. - Common Stock Sale part of investment strategy of 3rd party investment professional to exchange individual stocks for EIFs. | ALGN | Sale (Full) | 08/22/2023 | — | $1,001 - $15,000 | 1.00 | ALGN0.98 | SellSell | Joint | Aug 22, 2023 | $1,001 - $15,000mid $8K | Stock | Restatednot modelled |
| 3 | Joint | Alphabet Inc. - Class C Capital Stock Sale part of investment strategy of 3rd party investment professional to exchange individual stocks received after death of filer’s parents for EIFs. | GOOG | Sale (Full) | 08/22/2023 | — | $15,001 - $50,000 | 1.00 | GOOG0.98 | SellSell | Joint | Aug 22, 2023 | $15,001 - $50,000mid $32.5K | Stock | Restatednot modelled |
| 4 | Joint | Amazon.com, Inc. - Common Stock Sale part of investment strategy of 3rd party investment professional to exchange individual stocks for EIFs. | AMZN | Sale (Full) | 08/22/2023 | — | $1,001 - $15,000 | 1.00 | AMZN0.98 | SellSell | Joint | Aug 22, 2023 | $1,001 - $15,000mid $8K | Stock | Restatednot modelled |
| 5 | Joint | American Express Company Sale part of investment strategy of 3rd party investment professional to exchange individual stocks received after death of filer’s parents for EIFs. | AXP | Sale (Full) | 08/22/2023 | — | $1,001 - $15,000 | 1.00 | AXP0.98 | SellSell | Joint | Aug 22, 2023 | $1,001 - $15,000mid $8K | Stock | Restatednot modelled |
| 6 | Joint | AMETEK, Inc. Sale part of investment strategy of 3rd party investment professional to exchange individual stocks received after death of filer’s parents for EIFs. | AME | Sale (Full) | 08/22/2023 | — | $1,001 - $15,000 | 1.00 | AME0.98 | SellSell | Joint | Aug 22, 2023 | $1,001 - $15,000mid $8K | Stock | Restatednot modelled |
| 7 | Joint | Amphenol Corp Sale part of investment strategy of 3rd party investment professional to exchange individual stocks received after death of filer’s parents for EIFs. | APH | Sale (Full) | 08/22/2023 | — | $1,001 - $15,000 | 1.00 | APH0.98 | SellSell | Joint | Aug 22, 2023 | $1,001 - $15,000mid $8K | Stock | Restatednot modelled |
| 8 | Joint | Apple Inc Sale part of investment strategy of 3rd party investment professional to exchange individual stocks received after death of filer’s parents for EIFs. | AAPL | Sale (Full) | 08/22/2023 | — | $15,001 - $50,000 | 1.00 | AAPL0.98 | SellSell | Joint | Aug 22, 2023 | $15,001 - $50,000mid $32.5K | Stock | Restatednot modelled |
| 9 | Joint | Blackrock Inc Sale part of investment strategy of 3rd party investment professional to exchange individual stocks received after death of filer’s parents for EIFs. | BLK | Sale (Full) | 08/22/2023 | — | $1,001 - $15,000 | 1.00 | BLK0.98 | SellSell | Joint | Aug 22, 2023 | $1,001 - $15,000mid $8K | Stock | Restatednot modelled |
| 10 | Joint | Booking Holdings Inc Sale part of investment strategy of 3rd party investment professional to exchange individual stocks received after death of filer’s parents for EIFs. | BKNG | Sale (Full) | 08/22/2023 | — | $1,001 - $15,000 | 1.00 | BKNG0.98 | SellSell | Joint | Aug 22, 2023 | $1,001 - $15,000mid $8K | Stock | Restatednot modelled |
| 11 | Joint | Bristol-Myers Squibb Company Sale part of investment strategy of 3rd party investment professional to exchange individual stocks received after death of filer’s parents for EIFs. | BMY | Sale (Full) | 08/22/2023 | — | $1,001 - $15,000 | 1.00 | BMY0.98 | SellSell | Joint | Aug 22, 2023 | $1,001 - $15,000mid $8K | Stock | Restatednot modelled |
| 12 | Joint | The Charles Schwab Corp Sale part of investment strategy of 3rd party investment professional to exchange individual stocks received after death of filer’s parents for EIFs. | SCHW | Sale (Full) | 08/22/2023 | — | $1,001 - $15,000 | 1.00 | SCHW0.98 | SellSell | Joint | Aug 22, 2023 | $1,001 - $15,000mid $8K | Stock | Restatednot modelled |
| 13 | Joint | Chevron Corp Sale part of investment strategy of 3rd party investment professional to exchange individual stocks received after death of filer’s parents for EIFs. | CVX | Sale (Full) | 08/22/2023 | — | $1,001 - $15,000 | 1.00 | CVX0.98 | SellSell | Joint | Aug 22, 2023 | $1,001 - $15,000mid $8K | Stock | Restatednot modelled |
| 14 | Joint | Church & Dwight Company, Inc. Common Stock Sale part of investment strategy of 3rd party investment professional to exchange individual stocks for EIFs. | CHD | Sale (Full) | 08/22/2023 | — | $1,001 - $15,000 | 1.00 | CHD0.98 | SellSell | Joint | Aug 22, 2023 | $1,001 - $15,000mid $8K | Stock | Restatednot modelled |
| 15 | Joint | Costco Wholesale Corporation - Common Stock Sale part of investment strategy of 3rd party investment professional to exchange individual stocks received after death of filer’s parents for EIFs. | COST | Sale (Full) | 08/22/2023 | — | $1,001 - $15,000 | 1.00 | COST0.98 | SellSell | Joint | Aug 22, 2023 | $1,001 - $15,000mid $8K | Stock | Restatednot modelled |
| 16 | Joint | CVS Corp Sale part of investment strategy of 3rd party investment professional to exchange individual stocks received after death of filer’s parents for EIFs. | CVS | Sale (Full) | 08/22/2023 | — | $1,001 - $15,000 | 1.00 | CVS0.98 | SellSell | Joint | Aug 22, 2023 | $1,001 - $15,000mid $8K | Stock | Restatednot modelled |
| 17 | Joint | Honeywell International Inc Sale part of investment strategy of 3rd party investment professional to exchange individual stocks received after death of filer’s parents for EIFs. | HON | Sale (Full) | 08/22/2023 | — | $1,001 - $15,000 | 1.00 | HON0.98 | SellSell | Joint | Aug 22, 2023 | $1,001 - $15,000mid $8K | Stock | Restatednot modelled |
| 18 | Joint | Johnson & Johnson Sale part of investment strategy of 3rd party investment professional to exchange individual stocks received after death of filer’s parents for EIFs. | JNJ | Sale (Full) | 08/22/2023 | — | $1,001 - $15,000 | 1.00 | JNJ0.98 | SellSell | Joint | Aug 22, 2023 | $1,001 - $15,000mid $8K | Stock | Restatednot modelled |
| 19 | Joint | JP Morgan Chase & Company Sale part of investment strategy of 3rd party investment professional to exchange individual stocks received after death of filer’s parents for EIFs. | JPM | Sale (Full) | 08/22/2023 | — | $1,001 - $15,000 | 1.00 | JPM0.98 | SellSell | Joint | Aug 22, 2023 | $1,001 - $15,000mid $8K | Stock | Restatednot modelled |
| 20 | Joint | Laboratory Corp of America Holdings Sale part of investment strategy of 3rd party investment professional to exchange individual stocks received after death of filer’s parents for EIFs. | LH | Sale (Full) | 08/22/2023 | — | $1,001 - $15,000 | 1.00 | LH0.95 | SellSell | Joint | Aug 22, 2023 | $1,001 - $15,000mid $8K | Stock | ReviewRestatednot modelled |
| 21 | Joint | Lam Research Corp Sale part of investment strategy of 3rd party investment professional to exchange individual stocks received after death of filer’s parents for EIFs. | LRCX | Sale (Full) | 08/22/2023 | — | $1,001 - $15,000 | 1.00 | LRCX0.98 | SellSell | Joint | Aug 22, 2023 | $1,001 - $15,000mid $8K | Stock | Restatednot modelled |
| 22 | Joint | Mastercard Inc Sale part of investment strategy of 3rd party investment professional to exchange individual stocks received after death of filer’s parents for EIFs. | MA | Sale (Full) | 08/22/2023 | — | $1,001 - $15,000 | 1.00 | MA0.98 | SellSell | Joint | Aug 22, 2023 | $1,001 - $15,000mid $8K | Stock | Restatednot modelled |
| 23 | Joint | Microsoft Corp Sale part of investment strategy of 3rd party investment professional to exchange individual stocks received after death of filer’s parents for EIFs. | MSFT | Sale (Full) | 08/22/2023 | — | $50,001 - $100,000 | 1.00 | MSFT0.98 | SellSell | Joint | Aug 22, 2023 | $50,001 - $100,000mid $75K | Stock | Restatednot modelled |
| 24 | Joint | Northern Trust Corp Sale part of investment strategy of 3rd party investment professional to exchange individual stocks received after death of filer’s parents for EIFs. | NTRS | Sale (Full) | 08/22/2023 | — | $1,001 - $15,000 | 1.00 | NTRS0.98 | SellSell | Joint | Aug 22, 2023 | $1,001 - $15,000mid $8K | Stock | Restatednot modelled |
| 25 | Joint | Pioneer Natural Resources Company Sale part of investment strategy of 3rd party investment professional to exchange individual stocks received after death of filer’s parents for EIFs. | PXD | Sale (Full) | 08/22/2023 | — | $1,001 - $15,000 | 1.00 | —0.60 | SellSell | Joint | Aug 22, 2023 | $1,001 - $15,000mid $8K | Stock | ReviewRestatednot modelled |
| 26 | Joint | PNC Financial Services Group, Inc. (The) Common St Sale part of investment strategy of 3rd party investment professional to exchange individual stocks received after death of filer’s parents for EIFs. | PNC | Sale (Full) | 08/22/2023 | — | $1,001 - $15,000 | 1.00 | PNC0.98 | SellSell | Joint | Aug 22, 2023 | $1,001 - $15,000mid $8K | Stock | Restatednot modelled |
| 27 | Joint | PPG Industries Sale part of investment strategy of 3rd party investment professional to exchange individual stocks received after death of filer’s parents for EIFs. | PPG | Sale (Full) | 08/22/2023 | — | $1,001 - $15,000 | 1.00 | PPG0.98 | SellSell | Joint | Aug 22, 2023 | $1,001 - $15,000mid $8K | Stock | Restatednot modelled |
| 28 | Joint | Southwest Airlines Company Sale part of investment strategy of 3rd party investment professional to exchange individual stocks received after death of filer’s parents for EIFs. | LUV | Sale (Full) | 08/22/2023 | — | $1,001 - $15,000 | 1.00 | LUV0.98 | SellSell | Joint | Aug 22, 2023 | $1,001 - $15,000mid $8K | Stock | Restatednot modelled |
| 29 | Joint | Thermo Fisher Scientific Inc Sale part of investment strategy of 3rd party investment professional to exchange individual stocks received after death of filer’s parents for EIFs. | TMO | Sale (Full) | 08/22/2023 | — | $1,001 - $15,000 | 1.00 | TMO0.98 | SellSell | Joint | Aug 22, 2023 | $1,001 - $15,000mid $8K | Stock | Restatednot modelled |
| 30 | Joint | TJX Companies Sale part of investment strategy of 3rd party investment professional to exchange individual stocks received after death of filer’s parents for EIFs. | TJX | Sale (Full) | 08/22/2023 | — | $15,001 - $50,000 | 1.00 | TJX0.98 | SellSell | Joint | Aug 22, 2023 | $15,001 - $50,000mid $32.5K | Stock | Restatednot modelled |
| 31 | Joint | Tractor Supply Company Sale part of investment strategy of 3rd party investment professional to exchange individual stocks received after death of filer’s parents for EIFs. | TSCO | Sale (Full) | 08/22/2023 | — | $1,001 - $15,000 | 1.00 | TSCO0.98 | SellSell | Joint | Aug 22, 2023 | $1,001 - $15,000mid $8K | Stock | Restatednot modelled |
| 32 | Joint | Ulta Beauty Inc Sale part of investment strategy of 3rd party investment professional to exchange individual stocks received after death of filer’s parents for EIFs. | ULTA | Sale (Full) | 08/22/2023 | — | $1,001 - $15,000 | 1.00 | ULTA0.98 | SellSell | Joint | Aug 22, 2023 | $1,001 - $15,000mid $8K | Stock | Restatednot modelled |
| 33 | Joint | Zoetis Inc Cl A Sale part of investment strategy of 3rd party investment professional to exchange individual stocks received after death of filer’s parents for EIFs. | ZTS | Sale (Full) | 08/22/2023 | — | $1,001 - $15,000 | 1.00 | ZTS0.98 | SellSell | Joint | Aug 22, 2023 | $1,001 - $15,000mid $8K | Stock | Restatednot modelled |