Official filing metadata
- Filer (as printed)
- Hon. Susie Lee
- Office (as printed)
- NV03
- Chamber
- House
- Filing type
- ptr
- Filing date
- Jan 16, 2020
- Filing year
- 2020
- Document format
Processing (ours)
- Status
- Parsed
- Rows parsed
- 69
- Parser version
- house_pdf_v1
- Fetched
- Sep 9, 2026
- Parsed
- Sep 9, 2026
- Internal id
- 1502
row 45: 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 · 69
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 | JT | aECoM (aCM) [ST] other: F ILINg S TaTUS : New S UBHoLDINg o F : DSL Living Trust > Bank of New York Brokerage account 340 | — | P | 11/12/2019 | 12/01/2019 | $1,001 - $15,000 | 1.00 | ACM0.95 | BuyBuy | Joint | Nov 12, 2019 | $1,001 - $15,000mid $8K | Stock | modelled |
| 2 | JT | aECoM (aCM) [ST] other: F ILINg S TaTUS : New S UBHoLDINg o F : DSL Living Trust > Bank of New York Brokerage account 340 | — | P | 11/08/2019 | 12/01/2019 | $1,001 - $15,000 | 1.00 | ACM0.95 | BuyBuy | Joint | Nov 8, 2019 | $1,001 - $15,000mid $8K | Stock | modelled |
| 3 | JT | aMETEK, Inc. (aME) [ST] other: F ILINg S TaTUS : New S UBHoLDINg o F : DSL Living Trust > Bank of New York Brokerage account 340 | — | P | 11/08/2019 | 12/01/2019 | $1,001 - $15,000 | 1.00 | AME0.95 | BuyBuy | Joint | Nov 8, 2019 | $1,001 - $15,000mid $8K | Stock | modelled |
| 4 | JT | arista Networks, Inc. (aNET) [ST] other: F ILINg S TaTUS : New S UBHoLDINg o F : DSL Living Trust > Bank of New York Brokerage account 340 | — | S | 11/01/2019 | 12/01/2019 | $1,001 - $15,000 | 1.00 | ANET0.95 | SellSell | Joint | Nov 1, 2019 | $1,001 - $15,000mid $8K | Stock | modelled |
| 5 | JT | arthur J. gallagher & Co. (aJg) [ST] other: F ILINg S TaTUS : New S UBHoLDINg o F : DSL Living Trust > Bank of New York Brokerage account 340 | — | P | 11/12/2019 | 12/01/2019 | $1,001 - $15,000 | 1.00 | AJG0.95 | BuyBuy | Joint | Nov 12, 2019 | $1,001 - $15,000mid $8K | Stock | modelled |
| 6 | JT | arthur J. gallagher & Co. (aJg) [ST] other: F ILINg S TaTUS : New S UBHoLDINg o F : DSL Living Trust > Bank of New York Brokerage account 340 | — | P | 11/13/2019 | 12/01/2019 | $1,001 - $15,000 | 1.00 | AJG0.95 | BuyBuy | Joint | Nov 13, 2019 | $1,001 - $15,000mid $8K | Stock | modelled |
| 7 | JT | arthur J. gallagher & Co. (aJg) [ST] other: F ILINg S TaTUS : New S UBHoLDINg o F : DSL Living Trust > Bank of New York Brokerage account 340 | — | P | 12/27/2019 | 01/01/2020 | $1,001 - $15,000 | 1.00 | AJG0.95 | BuyBuy | Joint | Dec 27, 2019 | $1,001 - $15,000mid $8K | Stock | modelled |
| 8 | JT | Ball Corporation (BLL) [ST] other: F ILINg S TaTUS : New S UBHoLDINg o F : DSL Living Trust > Bank of New York Brokerage account 340 | BLL | P | 12/27/2019 | 01/01/2020 | $1,001 - $15,000 | 1.00 | BALL0.95 | BuyBuy | Joint | Dec 27, 2019 | $1,001 - $15,000mid $8K | Stock | Reviewmodelled |
| 9 | JT | Ball Corporation (BLL) [ST] other: F ILINg S TaTUS : New S UBHoLDINg o F : DSL Living Trust > Bank of New York Brokerage account 340 | BLL | P | 12/17/2019 | 01/01/2020 | $1,001 - $15,000 | 1.00 | BALL0.95 | BuyBuy | Joint | Dec 17, 2019 | $1,001 - $15,000mid $8K | Stock | Reviewmodelled |
| 10 | JT | Ball Corporation (BLL) [ST] other: F ILINg S TaTUS : New S UBHoLDINg o F : DSL Living Trust > Bank of New York Brokerage account 340 | BLL | P | 12/10/2019 | 01/01/2020 | $1,001 - $15,000 | 1.00 | BALL0.95 | BuyBuy | Joint | Dec 10, 2019 | $1,001 - $15,000mid $8K | Stock | Reviewmodelled |
| 11 | JT | Ball Corporation (BLL) [ST] other: F ILINg S TaTUS : New S UBHoLDINg o F : DSL Living Trust > Bank of New York Brokerage account 340 | BLL | P | 11/21/2019 | 12/01/2019 | $1,001 - $15,000 | 1.00 | BALL0.95 | BuyBuy | Joint | Nov 21, 2019 | $1,001 - $15,000mid $8K | Stock | Reviewmodelled |
| 12 | JT | Ball Corporation (BLL) [ST] other: F ILINg S TaTUS : New S UBHoLDINg o F : DSL Living Trust > Bank of New York Brokerage account 340 | BLL | P | 11/05/2019 | 12/01/2019 | $1,001 - $15,000 | 1.00 | BALL0.95 | BuyBuy | Joint | Nov 5, 2019 | $1,001 - $15,000mid $8K | Stock | Reviewmodelled |
| 13 | JT | Berry global group, Inc. (BERY) [ST] other: F ILINg S TaTUS : New S UBHoLDINg o F : DSL Living Trust > Bank of New York Brokerage account 340 | BERY | P | 11/21/2019 | 12/01/2019 | $1,001 - $15,000 | 1.00 | —0.60 | BuyBuy | Joint | Nov 21, 2019 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 14 | JT | Bio-Rad Laboratories, Inc. Class a (BIo) [ST] other: F ILINg S TaTUS : New S UBHoLDINg o F : DSL Living Trust > Bank of New York Brokerage account 340 | — | S (partial) | 12/27/2019 | 01/01/2020 | $1,001 - $15,000 | 1.00 | —0.90 | PartialPartial sale | Joint | Dec 27, 2019 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 15 | JT | Black Knight, Inc. (BKI) [ST] other: F ILINg S TaTUS : New S UBHoLDINg o F : DSL Living Trust > Bank of New York Brokerage account 340 | BKI | S | 11/06/2019 | 12/01/2019 | $1,001 - $15,000 | 1.00 | —0.60 | SellSell | Joint | Nov 6, 2019 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 16 | JT | Boyd gaming Corporation (BYD) [ST] other: F ILINg S TaTUS : New S UBHoLDINg o F : DSL Living Trust > Bank of New York Brokerage account 340 | BYD | P | 12/26/2019 | 01/01/2020 | $1,001 - $15,000 | 1.00 | BYD0.98 | BuyBuy | Joint | Dec 26, 2019 | $1,001 - $15,000mid $8K | Stock | modelled |
| 17 | JT | Boyd gaming Corporation (BYD) [ST] other: F ILINg S TaTUS : New S UBHoLDINg o F : DSL Living Trust > Bank of New York Brokerage account 340 | BYD | P | 12/27/2019 | 01/01/2020 | $1,001 - $15,000 | 1.00 | BYD0.98 | BuyBuy | Joint | Dec 27, 2019 | $1,001 - $15,000mid $8K | Stock | modelled |
| 18 | JT | Brown & Brown, Inc. (BRo) [ST] other: F ILINg S TaTUS : New S UBHoLDINg o F : DSL Living Trust > Bank of New York Brokerage account 340 | — | S (partial) | 11/13/2019 | 12/01/2019 | $1,001 - $15,000 | 1.00 | BRO0.95 | PartialPartial sale | Joint | Nov 13, 2019 | $1,001 - $15,000mid $8K | Stock | modelled |
| 19 | JT | Casella Waste Systems, Inc. - Class a (CWST) [ST] other: F ILINg S TaTUS : New S UBHoLDINg o F : DSL Living Trust > Bank of New York Brokerage account 340 | CWST | S | 12/10/2019 | 01/01/2020 | $1,001 - $15,000 | 1.00 | CWST0.98 | SellSell | Joint | Dec 10, 2019 | $1,001 - $15,000mid $8K | Stock | modelled |
| 20 | JT | CDW Corporation (CDW) [ST] other: F ILINg S TaTUS : New S UBHoLDINg o F : DSL Living Trust > Bank of New York Brokerage account 340 | CDW | S (partial) | 12/17/2019 | 01/01/2020 | $1,001 - $15,000 | 1.00 | CDW0.98 | PartialPartial sale | Joint | Dec 17, 2019 | $1,001 - $15,000mid $8K | Stock | modelled |
| 21 | JT | CDW Corporation (CDW) [ST] other: F ILINg S TaTUS : New S UBHoLDINg o F : DSL Living Trust > Bank of New York Brokerage account 340 | CDW | S (partial) | 12/27/2019 | 01/01/2020 | $1,001 - $15,000 | 1.00 | CDW0.98 | PartialPartial sale | Joint | Dec 27, 2019 | $1,001 - $15,000mid $8K | Stock | modelled |
| 22 | JT | CDW Corporation (CDW) [ST] other: F ILINg S TaTUS : New S UBHoLDINg o F : DSL Living Trust > Bank of New York Brokerage account 340 | CDW | S (partial) | 11/15/2019 | 12/01/2019 | $1,001 - $15,000 | 1.00 | CDW0.98 | PartialPartial sale | Joint | Nov 15, 2019 | $1,001 - $15,000mid $8K | Stock | modelled |
| 23 | JT | CDW Corporation (CDW) [ST] other: F ILINg S TaTUS : New S UBHoLDINg o F : DSL Living Trust > Bank of New York Brokerage account 340 | CDW | S (partial) | 11/06/2019 | 12/01/2019 | $1,001 - $15,000 | 1.00 | CDW0.98 | PartialPartial sale | Joint | Nov 6, 2019 | $1,001 - $15,000mid $8K | Stock | modelled |
| 24 | JT | Charter Communications, Inc. - Class a (CHTR) [ST] other: F ILINg S TaTUS : New S UBHoLDINg o F : DSL Living Trust > Bank of New York Brokerage account 340 | CHTR | S (partial) | 11/15/2019 | 12/01/2019 | $1,001 - $15,000 | 1.00 | CHTR0.98 | PartialPartial sale | Joint | Nov 15, 2019 | $1,001 - $15,000mid $8K | Stock | modelled |
| 25 | JT | Crown Holdings, Inc. (CCK) [ST] other: F ILINg S TaTUS : New S UBHoLDINg o F : DSL Living Trust > Bank of New York Brokerage account 340 | CCK | S (partial) | 11/26/2019 | 12/01/2019 | $1,001 - $15,000 | 1.00 | CCK0.98 | PartialPartial sale | Joint | Nov 26, 2019 | $1,001 - $15,000mid $8K | Stock | modelled |
| 26 | JT | Crown Holdings, Inc. (CCK) [ST] other: F ILINg S TaTUS : New S UBHoLDINg o F : DSL Living Trust > Bank of New York Brokerage account 340 | CCK | S (partial) | 11/21/2019 | 12/01/2019 | $1,001 - $15,000 | 1.00 | CCK0.98 | PartialPartial sale | Joint | Nov 21, 2019 | $1,001 - $15,000mid $8K | Stock | modelled |
| 27 | JT | Domino's Pizza Inc (DPZ) [ST] other: F ILINg S TaTUS : New S UBHoLDINg o F : DSL Living Trust > Bank of New York Brokerage account 340 | DPZ | S (partial) | 11/15/2019 | 12/01/2019 | $1,001 - $15,000 | 1.00 | DPZ0.98 | PartialPartial sale | Joint | Nov 15, 2019 | $1,001 - $15,000mid $8K | Stock | modelled |
| 28 | JT | Domino's Pizza Inc (DPZ) [ST] other: F ILINg S TaTUS : New S UBHoLDINg o F : DSL Living Trust > Bank of New York Brokerage account 340 | DPZ | S (partial) | 11/06/2019 | 12/01/2019 | $1,001 - $15,000 | 1.00 | DPZ0.98 | PartialPartial sale | Joint | Nov 6, 2019 | $1,001 - $15,000mid $8K | Stock | modelled |
| 29 | JT | Duke Realty Corporation (DRE) [ST] other: F ILINg S TaTUS : New S UBHoLDINg o F : DSL Living Trust > Bank of New York Brokerage account 340 | DRE | S | 11/08/2019 | 12/01/2019 | $1,001 - $15,000 | 1.00 | —0.60 | SellSell | Joint | Nov 8, 2019 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 30 | JT | Ecolab Inc. (ECL) [ST] other: F ILINg S TaTUS : New S UBHoLDINg o F : DSL Living Trust > Bank of New York Brokerage account 340 | ECL | S (partial) | 11/08/2019 | 12/01/2019 | $1,001 - $15,000 | 1.00 | ECL0.98 | PartialPartial sale | Joint | Nov 8, 2019 | $1,001 - $15,000mid $8K | Stock | modelled |
| 31 | JT | Elanco animal Health Incorporated (ELaN) [ST] other: F ILINg S TaTUS : New S UBHoLDINg o F : DSL Living Trust > Bank of New York Brokerage account 340 | — | P | 12/27/2019 | 01/01/2020 | $1,001 - $15,000 | 1.00 | ELAN0.95 | BuyBuy | Joint | Dec 27, 2019 | $1,001 - $15,000mid $8K | Stock | modelled |
| 32 | JT | First Horizon National Corporation (FHN) [ST] other: F ILINg S TaTUS : New S UBHoLDINg o F : DSL Living Trust > Bank of New York Brokerage account 340 | FHN | P | 11/22/2019 | 12/01/2019 | $1,001 - $15,000 | 1.00 | FHN0.98 | BuyBuy | Joint | Nov 22, 2019 | $1,001 - $15,000mid $8K | Stock | modelled |
| 33 | JT | First Horizon National Corporation (FHN) [ST] other: F ILINg S TaTUS : New S UBHoLDINg o F : DSL Living Trust > Bank of New York Brokerage account 340 | FHN | P | 11/26/2019 | 12/01/2019 | $1,001 - $15,000 | 1.00 | FHN0.98 | BuyBuy | Joint | Nov 26, 2019 | $1,001 - $15,000mid $8K | Stock | modelled |
| 34 | JT | FleetCor Technologies, Inc. (FLT) [ST] other: F ILINg S TaTUS : New S UBHoLDINg o F : DSL Living Trust > Bank of New York Brokerage account 340 | FLT | P | 11/08/2019 | 12/01/2019 | $1,001 - $15,000 | 1.00 | —0.60 | BuyBuy | Joint | Nov 8, 2019 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 35 | JT | FLIR Systems, Inc. (FLIR) [ST] other: F ILINg S TaTUS : New S UBHoLDINg o F : DSL Living Trust > Bank of New York Brokerage account 340 | FLIR | S (partial) | 11/26/2019 | 12/01/2019 | $1,001 - $15,000 | 1.00 | —0.60 | PartialPartial sale | Joint | Nov 26, 2019 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 36 | JT | Floor & Decor Holdings, Inc. (FND) [ST] other: F ILINg S TaTUS : New S UBHoLDINg o F : DSL Living Trust > Bank of New York Brokerage account 340 | FND | P | 11/14/2019 | 12/01/2019 | $1,001 - $15,000 | 1.00 | FND0.98 | BuyBuy | Joint | Nov 14, 2019 | $1,001 - $15,000mid $8K | Stock | modelled |
| 37 | JT | Floor & Decor Holdings, Inc. (FND) [ST] other: F ILINg S TaTUS : New S UBHoLDINg o F : DSL Living Trust > Bank of New York Brokerage account 340 | FND | P | 11/15/2019 | 12/01/2019 | $1,001 - $15,000 | 1.00 | FND0.98 | BuyBuy | Joint | Nov 15, 2019 | $1,001 - $15,000mid $8K | Stock | modelled |
| 38 | JT | HD Supply Holdings, Inc. (HDS) [ST] other: F ILINg S TaTUS : New S UBHoLDINg o F : DSL Living Trust > Bank of New York Brokerage account 340 | HDS | S (partial) | 11/26/2019 | 12/01/2019 | $1,001 - $15,000 | 1.00 | —0.60 | PartialPartial sale | Joint | Nov 26, 2019 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 39 | JT | Hexcel Corporation (HXL) [ST] other: F ILINg S TaTUS : New S UBHoLDINg o F : DSL Living Trust > Bank of New York Brokerage account 340 | HXL | P | 11/11/2019 | 12/01/2019 | $1,001 - $15,000 | 1.00 | HXL0.98 | BuyBuy | Joint | Nov 11, 2019 | $1,001 - $15,000mid $8K | Stock | modelled |
| 40 | JT | Hill-Rom Holdings Inc (HRC) [ST] other: F ILINg S TaTUS : New S UBHoLDINg o F : DSL Living Trust > Bank of New York Brokerage account 340 | HRC | S (partial) | 11/15/2019 | 12/01/2019 | $1,001 - $15,000 | 1.00 | —0.60 | PartialPartial sale | Joint | Nov 15, 2019 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 41 | JT | IHS Inc. IHS Inc. Class a (IHS) [ST] other: F ILINg S TaTUS : New S UBHoLDINg o F : DSL Living Trust > Bank of New York Brokerage account 340 | IHS | S (partial) | 12/27/2019 | 01/01/2020 | $1,001 - $15,000 | 1.00 | IHS0.98 | PartialPartial sale | Joint | Dec 27, 2019 | $1,001 - $15,000mid $8K | Stock | modelled |
| 42 | JT | KeyCorp (KEY) [ST] other: F ILINg S TaTUS : New S UBHoLDINg o F : DSL Living Trust > Bank of New York Brokerage account 340 | KEY | P | 11/22/2019 | 12/01/2019 | $1,001 - $15,000 | 1.00 | KEY0.98 | BuyBuy | Joint | Nov 22, 2019 | $1,001 - $15,000mid $8K | Stock | modelled |
| 43 | JT | KeyCorp (KEY) [ST] other: F ILINg S TaTUS : New S UBHoLDINg o F : DSL Living Trust > Bank of New York Brokerage account 340 | KEY | P | 11/15/2019 | 12/01/2019 | $1,001 - $15,000 | 1.00 | KEY0.98 | BuyBuy | Joint | Nov 15, 2019 | $1,001 - $15,000mid $8K | Stock | modelled |
| 44 | JT | Keysight Technologies Inc. (KEYS) [ST] other: F ILINg S TaTUS : New S UBHoLDINg o F : DSL Living Trust > Bank of New York Brokerage account 340 | KEYS | S (partial) | 11/15/2019 | 12/01/2019 | $1,001 - $15,000 | 1.00 | KEYS0.98 | PartialPartial sale | Joint | Nov 15, 2019 | $1,001 - $15,000mid $8K | Stock | modelled |
| 45 | JT | Live Nation Entertainment, Inc. (LYV) [ST] other: F ILINg S TaTUS : New S UBHoLDINg o F : DSL Living Trust > Bank of New York Brokerage account 340 | LYV | S | 11/01/2019 | 12/01/2019 | $1,001 - $15,000 | 0.70 | LYV0.98 | SellSell | Joint | Nov 1, 2019 | $1,001 - $15,000mid $8K | Stock | Reviewmodelled |
| 46 | JT | LPL Financial Holdings Inc. (LPLa) [ST] other: F ILINg S TaTUS : New S UBHoLDINg o F : DSL Living Trust > Bank of New York Brokerage account 340 | — | S (partial) | 11/21/2019 | 12/01/2019 | $1,001 - $15,000 | 1.00 | LPLA0.95 | PartialPartial sale | Joint | Nov 21, 2019 | $1,001 - $15,000mid $8K | Stock | modelled |
| 47 | JT | Marvell Technology group Ltd. (MRVL) [ST] other: F ILINg S TaTUS : New S UBHoLDINg o F : DSL Living Trust > Bank of New York Brokerage account 340 | MRVL | P | 11/08/2019 | 12/01/2019 | $1,001 - $15,000 | 1.00 | MRVL0.98 | BuyBuy | Joint | Nov 8, 2019 | $1,001 - $15,000mid $8K | Stock | modelled |
| 48 | JT | MSCI Inc (MSCI) [ST] other: F ILINg S TaTUS : New S UBHoLDINg o F : DSL Living Trust > Bank of New York Brokerage account 340 | MSCI | S | 11/21/2019 | 12/01/2019 | $1,001 - $15,000 | 1.00 | MSCI0.98 | SellSell | Joint | Nov 21, 2019 | $1,001 - $15,000mid $8K | Stock | modelled |
| 49 | JT | Nasdaq, Inc. (NDaQ) [ST] other: F ILINg S TaTUS : New S UBHoLDINg o F : DSL Living Trust > Bank of New York Brokerage account 340 | — | P | 11/13/2019 | 12/01/2019 | $1,001 - $15,000 | 1.00 | NDAQ0.95 | BuyBuy | Joint | Nov 13, 2019 | $1,001 - $15,000mid $8K | Stock | modelled |
| 50 | JT | Planet Fitness, Inc. (PLNT) [ST] other: F ILINg S TaTUS : New S UBHoLDINg o F : DSL Living Trust > Bank of New York Brokerage account 340 | PLNT | S (partial) | 11/08/2019 | 12/01/2019 | $1,001 - $15,000 | 1.00 | PLNT0.98 | PartialPartial sale | Joint | Nov 8, 2019 | $1,001 - $15,000mid $8K | Stock | modelled |
| 51 | JT | Qorvo, Inc. (QRVo) [ST] other: F ILINg S TaTUS : New S UBHoLDINg o F : DSL Living Trust > Bank of New York Brokerage account 340 | — | S (partial) | 11/15/2019 | 12/01/2019 | $1,001 - $15,000 | 1.00 | QRVO0.95 | PartialPartial sale | Joint | Nov 15, 2019 | $1,001 - $15,000mid $8K | Stock | modelled |
| 52 | JT | Republic Services, Inc. (RSg) [ST] other: F ILINg S TaTUS : New S UBHoLDINg o F : DSL Living Trust > Bank of New York Brokerage account 340 | — | S (partial) | 11/08/2019 | 12/01/2019 | $1,001 - $15,000 | 1.00 | RSG0.95 | PartialPartial sale | Joint | Nov 8, 2019 | $1,001 - $15,000mid $8K | Stock | modelled |
| 53 | JT | SToRE Capital Corporation (SToR) [ST] other: F ILINg S TaTUS : New S UBHoLDINg o F : DSL Living Trust > Bank of New York Brokerage account 340 | — | S (partial) | 11/08/2019 | 12/01/2019 | $1,001 - $15,000 | 1.00 | —0.00 | PartialPartial sale | Joint | Nov 8, 2019 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 54 | JT | SToRE Capital Corporation (SToR) [ST] other: F ILINg S TaTUS : New S UBHoLDINg o F : DSL Living Trust > Bank of New York Brokerage account 340 | — | S | 12/11/2019 | 01/01/2020 | $1,001 - $15,000 | 1.00 | —0.00 | SellSell | Joint | Dec 11, 2019 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 55 | JT | SVB Financial group (SIVB) [ST] other: F ILINg S TaTUS : New S UBHoLDINg o F : DSL Living Trust > Bank of New York Brokerage account 340 | SIVB | S | 11/11/2019 | 12/01/2019 | $1,001 - $15,000 | 1.00 | —0.60 | SellSell | Joint | Nov 11, 2019 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 56 | JT | Teledyne Technologies Incorporated (TDY) [ST] other: F ILINg S TaTUS : New S UBHoLDINg o F : DSL Living Trust > Bank of New York Brokerage account 340 | TDY | S (partial) | 11/15/2019 | 12/01/2019 | $1,001 - $15,000 | 1.00 | TDY0.98 | PartialPartial sale | Joint | Nov 15, 2019 | $1,001 - $15,000mid $8K | Stock | modelled |
| 57 | JT | Teleflex Incorporated (TFX) [ST] other: F ILINg S TaTUS : New S UBHoLDINg o F : DSL Living Trust > Bank of New York Brokerage account 340 | TFX | S (partial) | 12/27/2019 | 01/01/2020 | $1,001 - $15,000 | 1.00 | TFX0.98 | PartialPartial sale | Joint | Dec 27, 2019 | $1,001 - $15,000mid $8K | Stock | modelled |
| 58 | JT | TransUnion (TRU) [ST] other: F ILINg S TaTUS : New S UBHoLDINg o F : DSL Living Trust > Bank of New York Brokerage account 340 | TRU | S (partial) | 12/10/2019 | 01/01/2020 | $1,001 - $15,000 | 1.00 | TRU0.98 | PartialPartial sale | Joint | Dec 10, 2019 | $1,001 - $15,000mid $8K | Stock | modelled |
| 59 | JT | Univar Solutions Inc. (UNVR) [ST] other: F ILINg S TaTUS : New S UBHoLDINg o F : DSL Living Trust > Bank of New York Brokerage account 340 | UNVR | P | 11/15/2019 | 12/01/2019 | $1,001 - $15,000 | 1.00 | —0.60 | BuyBuy | Joint | Nov 15, 2019 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 60 | JT | Verisk analytics, Inc. (VRSK) [ST] other: F ILINg S TaTUS : New S UBHoLDINg o F : DSL Living Trust > Bank of New York Brokerage account 340 | VRSK | P | 11/06/2019 | 12/01/2019 | $1,001 - $15,000 | 1.00 | VRSK0.98 | BuyBuy | Joint | Nov 6, 2019 | $1,001 - $15,000mid $8K | Stock | modelled |
| 61 | JT | Verisk analytics, Inc. (VRSK) [ST] other: F ILINg S TaTUS : New S UBHoLDINg o F : DSL Living Trust > Bank of New York Brokerage account 340 | VRSK | P | 11/05/2019 | 12/01/2019 | $1,001 - $15,000 | 1.00 | VRSK0.98 | BuyBuy | Joint | Nov 5, 2019 | $1,001 - $15,000mid $8K | Stock | modelled |
| 62 | JT | Westinghouse air Brake Technologies Corporation (WaB) [ST] other: F ILINg S TaTUS : New S UBHoLDINg o F : DSL Living Trust > Bank of New York Brokerage account 340 | — | P | 11/26/2019 | 12/01/2019 | $1,001 - $15,000 | 1.00 | WAB0.95 | BuyBuy | Joint | Nov 26, 2019 | $1,001 - $15,000mid $8K | Stock | modelled |
| 63 | JT | Westinghouse air Brake Technologies Corporation (WaB) [ST] other: F ILINg S TaTUS : New S UBHoLDINg o F : DSL Living Trust > Bank of New York Brokerage account 340 | — | P | 11/22/2019 | 12/01/2019 | $1,001 - $15,000 | 1.00 | WAB0.95 | BuyBuy | Joint | Nov 22, 2019 | $1,001 - $15,000mid $8K | Stock | modelled |
| 64 | JT | Westrock Company (WRK) [ST] other: F ILINg S TaTUS : New S UBHoLDINg o F : DSL Living Trust > Bank of New York Brokerage account 340 | WRK | P | 11/07/2019 | 12/01/2019 | $1,001 - $15,000 | 1.00 | —0.60 | BuyBuy | Joint | Nov 7, 2019 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 65 | JT | Westrock Company (WRK) [ST] other: F ILINg S TaTUS : New S UBHoLDINg o F : DSL Living Trust > Bank of New York Brokerage account 340 | WRK | P | 12/27/2019 | 01/01/2020 | $1,001 - $15,000 | 1.00 | —0.60 | BuyBuy | Joint | Dec 27, 2019 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 66 | JT | XPo Logistics, Inc. (XPo) [ST] other: F ILINg S TaTUS : New S UBHoLDINg o F : DSL Living Trust > Bank of New York Brokerage account 340 | — | P | 11/15/2019 | 12/01/2019 | $1,001 - $15,000 | 1.00 | —0.00 | BuyBuy | Joint | Nov 15, 2019 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 67 | JT | XPo Logistics, Inc. (XPo) [ST] other: F ILINg S TaTUS : New S UBHoLDINg o F : DSL Living Trust > Bank of New York Brokerage account 340 | — | P | 11/12/2019 | 12/01/2019 | $1,001 - $15,000 | 1.00 | —0.00 | BuyBuy | Joint | Nov 12, 2019 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 68 | JT | Zebra Technologies Corporation - Class a (ZBRa) [ST] other: F ILINg S TaTUS : New S UBHoLDINg o F : DSL Living Trust > Bank of New York Brokerage account 340 | — | S (partial) | 11/15/2019 | 12/01/2019 | $1,001 - $15,000 | 1.00 | ZBRA0.95 | PartialPartial sale | Joint | Nov 15, 2019 | $1,001 - $15,000mid $8K | Stock | modelled |
| 69 | JT | Zebra Technologies Corporation - Class a (ZBRa) [ST] other: F ILINg S TaTUS : New S UBHoLDINg o F : DSL Living Trust > Bank of New York Brokerage account 340 | — | S (partial) | 12/27/2019 | 01/01/2020 | $1,001 - $15,000 | 1.00 | ZBRA0.95 | PartialPartial sale | Joint | Dec 27, 2019 | $1,001 - $15,000mid $8K | Stock | modelled |