Direct answer
What did this PTR report?
Jeff Duncan reported a sale involving Colgate-Palmolive Company Common Stock (CL) (source ticker CL) on August 25, 2023. The source reports $1,001 - $15,000.
Open official PDF page 1 ↗U.S. House PTR · South Carolina District 3
Jeff Duncan
Sale · Colgate-Palmolive Company Common Stock (CL)
August 25, 2023$1,001 - $15,000Document 20000788
SALE
Verified source fields
Transaction record
- Filer
- Jeff Duncan
- House district
- SC03
- Asset
- Colgate-Palmolive Company Common Stock (CL)
- Official asset type
- ST · Stocks (including ADRs)
- Source ticker
- CL
- Transaction code
- S · Sale
- Transaction date
- August 25, 2023
- Notification date
- August 25, 2023
- Reported value
- $1,001 - $15,000
- Owner field
- Filer
- Filing status
- New
- PDF location
- Page 1 · row 1
Source context
Notes printed with this row
- Subholding of
- Raymond James IRA
- Description
- Tax Deferred Roll-over of IRA into TSP. Stock held in my IRA at Raymond James. Due to balance requirement at Raymond James of $10,000, I was forced to sell the stocks and then I rolled the balance into my TSP via the TSP rollover process, never touching or having access to the funds.
Interpretation boundary
A reported transaction is not a verdict.
THIS PAGE CAN SAY
The filer, asset text, codes, dates, amount label, filing status, and notes above appear in the fingerprinted official PTR at the cited page.
THIS PAGE CANNOT SAY
A disclosed transaction is not evidence of wrongdoing, material nonpublic information, intent, profit, loss, investment performance, a current holding, net worth, or a conflict of interest. Most dollar values are disclosure ranges, not exact transaction amounts. Some amended official rows contain an exact dollar value; amount_is_exact distinguishes those rows. Numeric bounds are derived only from an unambiguous source value and the original label is always retained.
Same official filing