Official filing metadata
- Filer (as printed)
- Hon. Susie Lee
- Office (as printed)
- NV03
- Chamber
- House
- Filing type
- ptr
- Filing date
- Feb 25, 2020
- Filing year
- 2020
- Document format
Processing (ours)
- Status
- Parsed
- Rows parsed
- 19
- Parser version
- house_pdf_v1
- Fetched
- Sep 9, 2026
- Parsed
- Sep 9, 2026
- Internal id
- 1503
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 · 19
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 | aCI Worldwide, Inc. (aCIW) [ST] other: F ILINg S TaTUS : New S UBHoLDINg o F : DSL Living Trust > Bank of New York Brokerage account 340 | — | P | 01/07/2020 | 02/01/2020 | $1,001 - $15,000 | 1.00 | ACIW0.95 | BuyBuy | Joint | Jan 7, 2020 | $1,001 - $15,000mid $8K | Stock | modelled |
| 2 | JT | Bausch Health Companies Inc. (BHC) [ST] other: F ILINg S TaTUS : New S UBHoLDINg o F : DSL Living Trust > Bank of New York Brokerage account 340 | BHC | P | 01/06/2020 | 02/01/2020 | $1,001 - $15,000 | 1.00 | BHC0.98 | BuyBuy | Joint | Jan 6, 2020 | $1,001 - $15,000mid $8K | Stock | modelled |
| 3 | JT | CaCI International, Inc. Class a (CaCI) [ST] other: F ILINg S TaTUS : New S UBHoLDINg o F : DSL Living Trust > Bank of New York Brokerage account 340 | — | S (partial) | 01/24/2020 | 02/01/2020 | $1,001 - $15,000 | 1.00 | —0.90 | PartialPartial sale | Joint | Jan 24, 2020 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 4 | JT | CommScope Holding Company, Inc. (CoMM) [ST] other: F ILINg S TaTUS : New S UBHoLDINg o F : DSL Living Trust > Bank of New York Brokerage account 340 | — | S (partial) | 01/30/2020 | 02/01/2020 | $1,001 - $15,000 | 1.00 | —0.00 | PartialPartial sale | Joint | Jan 30, 2020 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 5 | JT | CommScope Holding Company, Inc. (CoMM) [ST] other: F ILINg S TaTUS : New S UBHoLDINg o F : DSL Living Trust > Bank of New York Brokerage account 340 | — | P | 01/06/2020 | 02/01/2020 | $1,001 - $15,000 | 1.00 | —0.00 | BuyBuy | Joint | Jan 6, 2020 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 6 | JT | Conagra Brands, Inc. (Cag) [ST] other: F ILINg S TaTUS : New S UBHoLDINg o F : DSL Living Trust > Bank of New York Brokerage account 340 | — | S | 01/15/2020 | 02/01/2020 | $1,001 - $15,000 | 1.00 | CAG0.95 | SellSell | Joint | Jan 15, 2020 | $1,001 - $15,000mid $8K | Stock | modelled |
| 7 | JT | Envestnet, Inc (ENV) [ST] other: F ILINg S TaTUS : New S UBHoLDINg o F : DSL Living Trust > Bank of New York Brokerage account 340 | ENV | P | 01/09/2020 | 02/01/2020 | $1,001 - $15,000 | 1.00 | —0.60 | BuyBuy | Joint | Jan 9, 2020 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 8 | 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 | S | 01/06/2020 | 02/01/2020 | $1,001 - $15,000 | 1.00 | FHN0.98 | SellSell | Joint | Jan 6, 2020 | $1,001 - $15,000mid $8K | Stock | modelled |
| 9 | JT | graphic Packaging Holding Company (gPK) [ST] other: F ILINg S TaTUS : New S UBHoLDINg o F : DSL Living Trust > Bank of New York Brokerage account 340 | — | S (partial) | 01/29/2020 | 02/01/2020 | $1,001 - $15,000 | 1.00 | GPK0.95 | PartialPartial sale | Joint | Jan 29, 2020 | $1,001 - $15,000mid $8K | Stock | modelled |
| 10 | JT | grocery outlet Holding Corp. (go) [ST] other: F ILINg S TaTUS : New S UBHoLDINg o F : DSL Living Trust > Bank of New York Brokerage account 340 | — | P | 01/30/2020 | 02/01/2020 | $1,001 - $15,000 | 1.00 | GO0.95 | BuyBuy | Joint | Jan 30, 2020 | $1,001 - $15,000mid $8K | Stock | modelled |
| 11 | JT | grocery outlet Holding Corp. (go) [ST] other: F ILINg S TaTUS : New S UBHoLDINg o F : DSL Living Trust > Bank of New York Brokerage account 340 | — | P | 01/28/2020 | 02/01/2020 | $1,001 - $15,000 | 1.00 | GO0.95 | BuyBuy | Joint | Jan 28, 2020 | $1,001 - $15,000mid $8K | Stock | modelled |
| 12 | 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 | S (partial) | 01/06/2020 | 02/01/2020 | $1,001 - $15,000 | 1.00 | KEY0.98 | PartialPartial sale | Joint | Jan 6, 2020 | $1,001 - $15,000mid $8K | Stock | modelled |
| 13 | 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 | S | 01/07/2020 | 02/01/2020 | $1,001 - $15,000 | 1.00 | KEY0.98 | SellSell | Joint | Jan 7, 2020 | $1,001 - $15,000mid $8K | Stock | modelled |
| 14 | JT | Nexstar Media group, Inc. - Class a (NXST) [ST] other: F ILINg S TaTUS : New S UBHoLDINg o F : DSL Living Trust > Bank of New York Brokerage account 340 | NXST | S (partial) | 01/15/2020 | 02/01/2020 | $1,001 - $15,000 | 1.00 | NXST0.98 | PartialPartial sale | Joint | Jan 15, 2020 | $1,001 - $15,000mid $8K | Stock | modelled |
| 15 | JT | Nexstar Media group, Inc. - Class a (NXST) [ST] other: F ILINg S TaTUS : New S UBHoLDINg o F : DSL Living Trust > Bank of New York Brokerage account 340 | NXST | S | 01/24/2020 | 02/01/2020 | $1,001 - $15,000 | 1.00 | NXST0.98 | SellSell | Joint | Jan 24, 2020 | $1,001 - $15,000mid $8K | Stock | modelled |
| 16 | JT | RealPage, Inc. (RP) [ST] other: F ILINg S TaTUS : New S UBHoLDINg o F : DSL Living Trust > Bank of New York Brokerage account 340 | RP | P | 01/06/2020 | 02/01/2020 | $1,001 - $15,000 | 1.00 | —0.60 | BuyBuy | Joint | Jan 6, 2020 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 17 | JT | Restaurant Brands International Inc. Common Shares (QSR) [ST] other: F ILINg S TaTUS : New S UBHoLDINg o F : DSL Living Trust > Bank of New York Brokerage account 340 | QSR | P | 01/06/2020 | 02/01/2020 | $1,001 - $15,000 | 1.00 | QSR0.98 | BuyBuy | Joint | Jan 6, 2020 | $1,001 - $15,000mid $8K | Stock | modelled |
| 18 | JT | Targa Resources, Inc. (TRgP) [ST] other: F ILINg S TaTUS : New S UBHoLDINg o F : DSL Living Trust > Bank of New York Brokerage account 340 | — | S (partial) | 01/30/2020 | 02/01/2020 | $1,001 - $15,000 | 1.00 | TRGP0.95 | PartialPartial sale | Joint | Jan 30, 2020 | $1,001 - $15,000mid $8K | Stock | modelled |
| 19 | JT | Targa Resources, Inc. (TRgP) [ST] other: F ILINg S TaTUS : New S UBHoLDINg o F : DSL Living Trust > Bank of New York Brokerage account 340 | — | S (partial) | 01/29/2020 | 02/01/2020 | $1,001 - $15,000 | 1.00 | TRGP0.95 | PartialPartial sale | Joint | Jan 29, 2020 | $1,001 - $15,000mid $8K | Stock | modelled |