Official filing metadata
- Filer (as printed)
- Hon. Christopher L. Jacobs
- Office (as printed)
- NY27
- Chamber
- House
- Filing type
- ptr
- Filing date
- Nov 6, 2020
- Filing year
- 2020
- Document format
Processing (ours)
- Status
- Parsed
- Rows parsed
- 22
- 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
- 1452
row 16: stray text in ['cap']: gfedcb
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 · 22
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 | — | ACADIA Pharmaceuticals Inc. (ACAD) [ST] other: F ILINg S TATUS : New S UbHOLDINg O F : CL TRUST > LDJ FAM INV LLC > Parametric | filing_status: New | ACAD | S (partial) | 09/08/2020 | 10/22/2020 | $1,001 - $15,000 | 1.00 | ACAD0.98 | PartialPartial sale | Self | Sep 8, 2020 | $1,001 - $15,000mid $8K | Stock | modelled |
| 2 | — | Altria group, Inc. (MO) [ST] other: F ILINg S TATUS : New S UbHOLDINg O F : CL TRUST > LDJ FAM INV LLC > Parametric | filing_status: New | MO | S | 09/08/2020 | 10/22/2020 | $1,001 - $15,000 | 1.00 | MO0.98 | SellSell | Self | Sep 8, 2020 | $1,001 - $15,000mid $8K | Stock | modelled |
| 3 | — | Apple Inc. (AAPL) [ST] other: F ILINg S TATUS : New S UbHOLDINg O F : CL TRUST > LDJ FAM INV LLC > Parametric | filing_status: New | AAPL | S (partial) | 09/08/2020 | 10/22/2020 | $15,001 - $50,000 | 1.00 | AAPL0.98 | PartialPartial sale | Self | Sep 8, 2020 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 4 | — | AT&T Inc. (T) [ST] other: F ILINg S TATUS : New S UbHOLDINg O F : CL TRUST > LDJ FAM INV LLC > Parametric | filing_status: New | T | S | 09/08/2020 | 10/22/2020 | $1,001 - $15,000 | 1.00 | T0.98 | SellSell | Self | Sep 8, 2020 | $1,001 - $15,000mid $8K | Stock | modelled |
| 5 | — | bandwidth Inc. - Class A (bAND) [ST] other: F ILINg S TATUS : New S UbHOLDINg O F : CL TRUST > LDJ FAM INV LLC > Parametric | filing_status: New | — | S | 09/08/2020 | 10/22/2020 | $1,001 - $15,000 | 1.00 | BAND0.98 | SellSell | Self | Sep 8, 2020 | $1,001 - $15,000mid $8K | Stock | modelled |
| 6 | — | berkshire Hathaway Inc. New (bRK.b) [ST] other: F ILINg S TATUS : New S UbHOLDINg O F : CL TRUST > LDJ FAM INV LLC > Parametric | filing_status: New | — | S (partial) | 09/08/2020 | 10/22/2020 | $50,001 - $100,000 | 1.00 | BRK-B0.95 | PartialPartial sale | Self | Sep 8, 2020 | $50,001 - $100,000mid $75K | Stock | modelled |
| 7 | — | boston Properties, Inc. (bXP) [ST] other: F ILINg S TATUS : New S UbHOLDINg O F : CL TRUST > LDJ FAM INV LLC > Parametric | filing_status: New | — | S | 09/08/2020 | 10/22/2020 | $1,001 - $15,000 | 1.00 | —0.00 | SellSell | Self | Sep 8, 2020 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 8 | — | Chevron Corporation (CVX) [ST] other: F ILINg S TATUS : New S UbHOLDINg O F : CL TRUST > LDJ FAM INV LLC > Parametric | filing_status: New | CVX | S | 09/08/2020 | 10/22/2020 | $15,001 - $50,000 | 1.00 | CVX0.98 | SellSell | Self | Sep 8, 2020 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 9 | — | Constellation brands, Inc. (STZ) [ST] other: F ILINg S TATUS : New S UbHOLDINg O F : CL TRUST > LDJ FAM INV LLC > Parametric | filing_status: New | STZ | S | 09/08/2020 | 10/22/2020 | $1,001 - $15,000 | 1.00 | STZ0.98 | SellSell | Self | Sep 8, 2020 | $1,001 - $15,000mid $8K | Stock | modelled |
| 10 | — | Exxon Mobil Corporation (XOM) [ST] other: F ILINg S TATUS : New S UbHOLDINg O F : CL TRUST > LDJ FAM INV LLC > Parametric | filing_status: New | XOM | S | 09/08/2020 | 10/22/2020 | $1,001 - $15,000 | 1.00 | XOM0.98 | SellSell | Self | Sep 8, 2020 | $1,001 - $15,000mid $8K | Stock | modelled |
| 11 | — | Ford Motor Company (F) [ST] other: F ILINg S TATUS : New S UbHOLDINg O F : CL TRUST > LDJ FAM INV LLC > Parametric | filing_status: New | F | S (partial) | 09/08/2020 | 10/22/2020 | $1,001 - $15,000 | 1.00 | F0.98 | PartialPartial sale | Self | Sep 8, 2020 | $1,001 - $15,000mid $8K | Stock | modelled |
| 12 | — | Home Depot, Inc. (HD) [ST] other: F ILINg S TATUS : New S UbHOLDINg O F : CL TRUST > LDJ FAM INV LLC > Parametric | filing_status: New | HD | S (partial) | 09/08/2020 | 10/22/2020 | $15,001 - $50,000 | 1.00 | HD0.98 | PartialPartial sale | Self | Sep 8, 2020 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 13 | — | Inovio Pharmaceuticals, Inc. (INO) [ST] other: F ILINg S TATUS : New S UbHOLDINg O F : CL TRUST > LDJ FAM INV LLC > Parametric | filing_status: New | INO | S | 09/08/2020 | 10/22/2020 | $1,001 - $15,000 | 1.00 | INO0.98 | SellSell | Self | Sep 8, 2020 | $1,001 - $15,000mid $8K | Stock | modelled |
| 14 | — | Johnson & Johnson (JNJ) [ST] other: F ILINg S TATUS : New S UbHOLDINg O F : CL TRUST > LDJ FAM INV LLC > Parametric | filing_status: New | JNJ | S (partial) | 09/08/2020 | 10/22/2020 | $15,001 - $50,000 | 1.00 | JNJ0.98 | PartialPartial sale | Self | Sep 8, 2020 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 15 | — | M&T bank Corporation (MTb) [ST] other: F ILINg S TATUS : New S UbHOLDINg O F : CL TRUST > LDJ FAM INV LLC > Parametric | filing_status: New | — | S (partial) | 09/08/2020 | 10/22/2020 | $15,001 - $50,000 | 1.00 | MTB0.98 | PartialPartial sale | Self | Sep 8, 2020 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 16 | — | Momenta Pharmaceuticals, Inc. (MNTA) [ST] other: F ILINg S TATUS : New S UbHOLDINg O F : CL TRUST > LDJ FAM INV LLC > Parametric | filing_status: New | MNTA | S | 09/25/2020 | 10/22/2020 | $1,001 - $15,000 | 0.70 | —0.60 | SellSell | Self | Sep 25, 2020 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 17 | — | Newell brands Inc. (NWL) [ST] other: F ILINg S TATUS : New S UbHOLDINg O F : CL TRUST > LDJ FAM INV LLC > Parametric | filing_status: New | NWL | S | 09/08/2020 | 10/22/2020 | $1,001 - $15,000 | 1.00 | NWL0.98 | SellSell | Self | Sep 8, 2020 | $1,001 - $15,000mid $8K | Stock | modelled |
| 18 | — | Simon Property group, Inc. (SPg) [ST] other: F ILINg S TATUS : New S UbHOLDINg O F : CL TRUST > LDJ FAM INV LLC > Parametric | filing_status: New | — | S | 09/08/2020 | 10/22/2020 | $1,001 - $15,000 | 1.00 | SPG0.98 | SellSell | Self | Sep 8, 2020 | $1,001 - $15,000mid $8K | Stock | modelled |
| 19 | — | State Street Corporation (STT) [ST] other: F ILINg S TATUS : New S UbHOLDINg O F : CL TRUST > LDJ FAM INV LLC > Parametric | filing_status: New | STT | S (partial) | 09/08/2020 | 10/22/2020 | $1,001 - $15,000 | 1.00 | STT0.98 | PartialPartial sale | Self | Sep 8, 2020 | $1,001 - $15,000mid $8K | Stock | modelled |
| 20 | — | Synnex Corporation (SNX) [ST] other: F ILINg S TATUS : New S UbHOLDINg O F : CL TRUST > LDJ FAM INV LLC > Parametric | filing_status: New | SNX | S | 09/08/2020 | 10/22/2020 | $1,001 - $15,000 | 1.00 | SNX0.98 | SellSell | Self | Sep 8, 2020 | $1,001 - $15,000mid $8K | Stock | modelled |
| 21 | — | Tg Therapeutics, Inc. (TgTX) [ST] other: F ILINg S TATUS : New S UbHOLDINg O F : CL TRUST > LDJ FAM INV LLC > Parametric | filing_status: New | — | S (partial) | 09/08/2020 | 10/22/2020 | $1,001 - $15,000 | 1.00 | TGTX0.98 | PartialPartial sale | Self | Sep 8, 2020 | $1,001 - $15,000mid $8K | Stock | modelled |
| 22 | — | UnitedHealth group Incorporated Common Stock (UNH) [ST] other: F ILINg S TATUS : New S UbHOLDINg O F : CL TRUST > LDJ FAM INV LLC > Parametric | filing_status: New | UNH | S (partial) | 09/08/2020 | 10/22/2020 | $1,001 - $15,000 | 1.00 | UNH0.98 | PartialPartial sale | Self | Sep 8, 2020 | $1,001 - $15,000mid $8K | Stock | modelled |