David A Perdue , Jr — 2021-05-02 (ptr)

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"Caterpillar Inc.", "asset_type": "stock", "amount_max_usd": 15000, "amount_min_usd": 1001, "transaction_date": "2020-04-16", "transaction_type": "sale_full", "as_reported_price": null}, {"owner": "joint", "ticker": "BP", "comment": null, "asset_name": "BP p.l.c.", "asset_type": "stock", "amount_max_usd": 15000, "amount_min_usd": 1001, "transaction_date": "2020-04-16", "transaction_type": "sale_full", "as_reported_price": null}, {"owner": "joint", "ticker": "AAPL", "comment": "Full sale from Wells Fargo Acct", "asset_name": "Apple Inc.", "asset_type": "stock", "amount_max_usd": 50000, "amount_min_usd": 15001, "transaction_date": "2020-04-16", "transaction_type": "sale_full", "as_reported_price": null}, {"owner": "joint", "ticker": "T", "comment": null, "asset_name": "AT&T Inc.", "asset_type": "stock", "amount_max_usd": 15000, "amount_min_usd": 1001, "transaction_date": "2020-04-16", "transaction_type": "sale_full", "as_reported_price": null}, {"owner": "joint", "ticker": "AFL", "comment": null, "asset_name": "Aflac Incorporated", "asset_type": "stock", "amount_max_usd": 15000, "amount_min_usd": 1001, "transaction_date": "2020-04-16", "transaction_type": "sale_full", "as_reported_price": null}, {"owner": "joint", "ticker": "BX", "comment": "Full sale from Wells Fargo Acct", "asset_name": "The Blackstone Group Inc.", "asset_type": "stock", "amount_max_usd": 15000, "amount_min_usd": 1001, "transaction_date": "2020-04-16", "transaction_type": "sale_full", "as_reported_price": null}, {"owner": "joint", "ticker": "BA", "comment": null, "asset_name": "The Boeing Company", "asset_type": "stock", "amount_max_usd": 15000, "amount_min_usd": 1001, "transaction_date": "2020-04-16", "transaction_type": "sale_full", "as_reported_price": null}, {"owner": "joint", "ticker": "JNJ", "comment": "Full sale from Wells Fargo Acct", "asset_name": "Johnson & Johnson", "asset_type": "stock", "amount_max_usd": 15000, "amount_min_usd": 1001, "transaction_date": "2020-04-16", "transaction_type": "sale_full", "as_reported_price": null}, {"owner": "joint", "ticker": null, "comment": "Rate: 6.25% Maturation Date: 6/1/2035", "asset_name": "TFC.F - Truist FINL CORP F PFD", "asset_type": "stock", "amount_max_usd": 15000, "amount_min_usd": 1001, "transaction_date": "2020-04-16", "transaction_type": "sale_full", "as_reported_price": null}, {"owner": "joint", "ticker": "SYY", "comment": "Full sale of Wells Fargo Acct", "asset_name": "Sysco Corporation", "asset_type": "stock", "amount_max_usd": 15000, "amount_min_usd": 1001, "transaction_date": "2020-04-16", "transaction_type": "sale_full", "as_reported_price": null}, {"owner": "joint", "ticker": null, "comment": "Rate: 6.25% Matures: 10/15/20", "asset_name": "Southern Cmpy Bond", "asset_type": "bond", "amount_max_usd": 50000, "amount_min_usd": 15001, "transaction_date": "2020-04-16", "transaction_type": "sale_full", "as_reported_price": null}, {"owner": "joint", "ticker": "URI", "comment": null, "asset_name": "United Rentals, Inc.", "asset_type": "stock", "amount_max_usd": 15000, "amount_min_usd": 1001, "transaction_date": "2020-04-16", "transaction_type": "sale_full", "as_reported_price": null}, {"owner": "joint", "ticker": "WFC", "comment": "Full sale from Wells Fargo Acct", "asset_name": "Wells Fargo & Company", "asset_type": "stock", "amount_max_usd": 15000, "amount_min_usd": 1001, "transaction_date": "2020-04-16", "transaction_type": "sale_full", "as_reported_price": null}, {"owner": "joint", "ticker": "VZ", "comment": "Full sale from Wells Fargo Acct", "asset_name": "Verizon Communications Inc.", "asset_type": "stock", "amount_max_usd": 15000, "amount_min_usd": 1001, "transaction_date": "2020-04-16", "transaction_type": "sale_full", "as_reported_price": null}, {"owner": "joint", "ticker": "SO", "comment": null, "asset_name": "The Southern Company", "asset_type": "stock", "amount_max_usd": 15000, "amount_min_usd": 1001, "transaction_date": "2020-04-16", "transaction_type": "sale_full", "as_reported_price": null}, {"owner": "joint", "ticker": "MRK", "comment": "Full sale from Wells Fargo Acct", "asset_name": "Merck & Co., Inc.", "asset_type": "stock", "amount_max_usd": 15000, "amount_min_usd": 1001, "transaction_date": "2020-04-16", "transaction_type": "sale_full", "as_reported_price": null}, {"owner": "joint", "ticker": "PG", "comment": "Full sale from Wells Fargo Acct", "asset_name": "The Procter & Gamble Company", "asset_type": "stock", "amount_max_usd": 15000, "amount_min_usd": 1001, "transaction_date": "2020-04-16", "transaction_type": "sale_full", "as_reported_price": null}, {"owner": "joint", "ticker": "JPM", "comment": "Full sale from Wells Fargo Acct", "asset_name": "JPMorgan Chase & Co.", "asset_type": "stock", "amount_max_usd": 15000, "amount_min_usd": 1001, "transaction_date": "2020-04-16", "transaction_type": "sale_full", "as_reported_price": null}, {"owner": "joint", "ticker": "INTC", "comment": null, "asset_name": "Intel Corporation", "asset_type": "stock", "amount_max_usd": 15000, "amount_min_usd": 1001, "transaction_date": "2020-04-16", "transaction_type": "sale_full", "as_reported_price": null}, {"owner": "joint", "ticker": "LLY", "comment": null, "asset_name": "Eli Lilly and Company", "asset_type": "stock", "amount_max_usd": 15000, "amount_min_usd": 1001, "transaction_date": "2020-04-16", "transaction_type": "sale_full", "as_reported_price": null}, {"owner": "joint", "ticker": "MSFT", "comment": "Full sale from Wells Fargo Acct", "asset_name": "Microsoft Corporation", "asset_type": "stock", "amount_max_usd": 100000, "amount_min_usd": 50001, "transaction_date": "2020-04-16", "transaction_type": "sale_full", "as_reported_price": null}, {"owner": "joint", "ticker": "PYPL", "comment": "Full sale from Wells Fargo Acct", "asset_name": "PayPal Holdings, Inc.", "asset_type": "stock", "amount_max_usd": 15000, "amount_min_usd": 1001, "transaction_date": "2020-04-16", "transaction_type": "sale_full", "as_reported_price": null}, {"owner": "joint", "ticker": "PM", "comment": null, "asset_name": "Philip Morris International Inc.", "asset_type": "stock", "amount_max_usd": 15000, "amount_min_usd": 1001, "transaction_date": "2020-04-16", "transaction_type": "sale_full", "as_reported_price": null}, {"owner": "joint", "ticker": "NKE", "comment": "Full sale from Wells Fargo Acct", "asset_name": "NIKE, Inc.", "asset_type": "stock", "amount_max_usd": 15000, "amount_min_usd": 1001, "transaction_date": "2020-04-16", "transaction_type": "sale_full", "as_reported_price": null}, {"owner": "joint", "ticker": "NSC", "comment": null, "asset_name": "Norfolk Southern Corporation", "asset_type": "stock", "amount_max_usd": 15000, "amount_min_usd": 1001, "transaction_date": "2020-04-16", "transaction_type": "sale_full", "as_reported_price": null}]}

["Extraction generally matches dates, owners, tickers and amount ranges.", "Asset type normalizations differ from the document in multiple rows: many 'Other' entries (ETFs) were normalized to asset_type 'etf' in the extraction (e.g. EEM, IDV, IWM, SPY, VEA, VOO, AMLP, etc.). These are faithful to the underlying asset but do not match the document text exactly.", "A few items that the document lists with Asset Type 'Stock' were classified as 'mutual_fund' or 'bond' in the extraction (notably CAIFX, FRIAX, the Citigroup Inc Bond row, and the 'Southern Cmpy Bond' row). These are semantic corrections but diverge from the document's Asset Type cell."]