0
Reported late
more than 45 days after the trade
Transactions as filed
in the order they appear on the form
| # | Owner | Asset | Type | Trade date | Notified | Amount | Notes |
|---|
| 1 |
Member |
American Funds AMCAP Fund Class A M/F [MF}
(Other)
|
Sale |
Jun 3, 2025 |
Jun 4, 2025 |
$500,001 to $1,000,000 |
Amended. Subholding of Raymond James Brokerage Account L: US. This Transaction was misidentified as a sale of AMERICAN FUNDS SMALLCAP WORLD FUND CL A M/F (SMCWX) when it should have been identified as American Funds AMCAP… |
Read from the Clerk's e-filed PDF; the PDF is the primary source and the filer's wording is kept.
Amounts are the ranges on the form. "Late" compares the trade and notification dates the filer gave against the 45-day rule and is not an ethics finding.
All of John W. Rose's reported trades
Their filings