Official filing metadata
- Filer (as printed)
- Hon. Susie Lee
- Office (as printed)
- NV03
- Chamber
- House
- Filing type
- ptr
- Filing date
- Apr 28, 2020
- Filing year
- 2020
- Document format
Processing (ours)
- Status
- Parsed
- Rows parsed
- 31
- Parser version
- house_pdf_v1
- Fetched
- Sep 9, 2026
- Parsed
- Sep 9, 2026
- Internal id
- 1504
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 · 31
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 | 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 | 02/24/2020 | 03/01/2020 | $1,001 - $15,000 | 1.00 | BHC0.98 | BuyBuy | Joint | Feb 24, 2020 | $1,001 - $15,000mid $8K | Stock | modelled |
| 2 | JT | Booz allen Hamilton Holding Corporation (BaH) [ST] other: F ILINg S TaTUS : New S UBHoLDINg o F : DSL Living Trust > Bank of New York Brokerage account 340 | — | S | 03/06/2020 | 04/01/2020 | $1,001 - $15,000 | 1.00 | BAH0.95 | SellSell | Joint | Mar 6, 2020 | $1,001 - $15,000mid $8K | Stock | modelled |
| 3 | 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 | S | 03/23/2020 | 04/01/2020 | $1,001 - $15,000 | 1.00 | BYD0.98 | SellSell | Joint | Mar 23, 2020 | $1,001 - $15,000mid $8K | Stock | modelled |
| 4 | JT | Catalent, Inc. (CTLT) [ST] other: F ILINg S TaTUS : New S UBHoLDINg o F : DSL Living Trust > Bank of New York Brokerage account 340 | CTLT | P | 02/04/2020 | 03/01/2020 | $1,001 - $15,000 | 1.00 | —0.60 | BuyBuy | Joint | Feb 4, 2020 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 5 | JT | CBRE group Inc Common Stock Class a (CBRE) [ST] other: F ILINg S TaTUS : New S UBHoLDINg o F : DSL Living Trust > Bank of New York Brokerage account 340 | CBRE | S (partial) | 03/18/2020 | 04/01/2020 | $1,001 - $15,000 | 1.00 | CBRE0.98 | PartialPartial sale | Joint | Mar 18, 2020 | $1,001 - $15,000mid $8K | Stock | modelled |
| 6 | JT | Centene Corporation (CNC) [ST] other: F ILINg S TaTUS : New S UBHoLDINg o F : DSL Living Trust > Bank of New York Brokerage account 340 | CNC | P | 03/24/2020 | 04/01/2020 | $1,001 - $15,000 | 1.00 | CNC0.98 | BuyBuy | Joint | Mar 24, 2020 | $1,001 - $15,000mid $8K | Stock | modelled |
| 7 | JT | Dollar general Corporation (Dg) [ST] other: F ILINg S TaTUS : New S UBHoLDINg o F : DSL Living Trust > Bank of New York Brokerage account 340 | — | P | 03/31/2020 | 04/01/2020 | $1,001 - $15,000 | 1.00 | DG0.95 | BuyBuy | Joint | Mar 31, 2020 | $1,001 - $15,000mid $8K | Stock | modelled |
| 8 | 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) | 02/26/2020 | 03/01/2020 | $1,001 - $15,000 | 1.00 | DPZ0.98 | PartialPartial sale | Joint | Feb 26, 2020 | $1,001 - $15,000mid $8K | Stock | modelled |
| 9 | JT | Dunkin' Brands group, Inc. (DNKN) [ST] other: F ILINg S TaTUS : New S UBHoLDINg o F : DSL Living Trust > Bank of New York Brokerage account 340 | DNKN | S | 02/05/2020 | 03/01/2020 | $1,001 - $15,000 | 1.00 | —0.60 | SellSell | Joint | Feb 5, 2020 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 10 | 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 | S | 02/24/2020 | 03/01/2020 | $1,001 - $15,000 | 1.00 | —0.60 | SellSell | Joint | Feb 24, 2020 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 11 | 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 | S (partial) | 02/21/2020 | 03/01/2020 | $1,001 - $15,000 | 1.00 | —0.60 | PartialPartial sale | Joint | Feb 21, 2020 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 12 | JT | Evoqua Water Technologies Corp. (aQUa) [ST] other: F ILINg S TaTUS : New S UBHoLDINg o F : DSL Living Trust > Bank of New York Brokerage account 340 | — | P | 03/06/2020 | 04/01/2020 | $1,001 - $15,000 | 1.00 | —0.00 | BuyBuy | Joint | Mar 6, 2020 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 13 | JT | LKQ Corporation (LKQ) [ST] other: F ILINg S TaTUS : New S UBHoLDINg o F : DSL Living Trust > Bank of New York Brokerage account 340 | LKQ | S (partial) | 03/17/2020 | 04/01/2020 | $1,001 - $15,000 | 1.00 | LKQ0.98 | PartialPartial sale | Joint | Mar 17, 2020 | $1,001 - $15,000mid $8K | Stock | modelled |
| 14 | JT | Masco Corporation (MaS) [ST] other: F ILINg S TaTUS : New S UBHoLDINg o F : DSL Living Trust > Bank of New York Brokerage account 340 | — | P | 02/24/2020 | 03/01/2020 | $1,001 - $15,000 | 1.00 | MAS0.95 | BuyBuy | Joint | Feb 24, 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 (partial) | 02/05/2020 | 03/01/2020 | $1,001 - $15,000 | 1.00 | NXST0.98 | PartialPartial sale | Joint | Feb 5, 2020 | $1,001 - $15,000mid $8K | Stock | modelled |
| 16 | JT | oNEoK, Inc. (oKE) [ST] other: F ILINg S TaTUS : New S UBHoLDINg o F : DSL Living Trust > Bank of New York Brokerage account 340 | — | S (partial) | 02/24/2020 | 03/01/2020 | $1,001 - $15,000 | 1.00 | OKE0.95 | PartialPartial sale | Joint | Feb 24, 2020 | $1,001 - $15,000mid $8K | Stock | modelled |
| 17 | JT | oNEoK, Inc. (oKE) [ST] other: F ILINg S TaTUS : New S UBHoLDINg o F : DSL Living Trust > Bank of New York Brokerage account 340 | — | S | 03/09/2020 | 04/01/2020 | $1,001 - $15,000 | 1.00 | OKE0.95 | SellSell | Joint | Mar 9, 2020 | $1,001 - $15,000mid $8K | Stock | modelled |
| 18 | JT | Palo alto Networks, Inc. (PaNW) [ST] other: F ILINg S TaTUS : New S UBHoLDINg o F : DSL Living Trust > Bank of New York Brokerage account 340 | — | S | 02/24/2020 | 03/01/2020 | $1,001 - $15,000 | 1.00 | PANW0.95 | SellSell | Joint | Feb 24, 2020 | $1,001 - $15,000mid $8K | Stock | modelled |
| 19 | 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 | S | 03/06/2020 | 04/01/2020 | $1,001 - $15,000 | 1.00 | —0.60 | SellSell | Joint | Mar 6, 2020 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 20 | 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 | S | 03/16/2020 | 04/01/2020 | $1,001 - $15,000 | 1.00 | QSR0.98 | SellSell | Joint | Mar 16, 2020 | $1,001 - $15,000mid $8K | Stock | modelled |
| 21 | 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 | 02/05/2020 | 03/01/2020 | $1,001 - $15,000 | 1.00 | QSR0.98 | BuyBuy | Joint | Feb 5, 2020 | $1,001 - $15,000mid $8K | Stock | modelled |
| 22 | JT | Service Corporation International (SCI) [ST] other: F ILINg S TaTUS : New S UBHoLDINg o F : DSL Living Trust > Bank of New York Brokerage account 340 | SCI | S (partial) | 03/24/2020 | 04/01/2020 | $1,001 - $15,000 | 1.00 | SCI0.98 | PartialPartial sale | Joint | Mar 24, 2020 | $1,001 - $15,000mid $8K | Stock | modelled |
| 23 | JT | The Cooper Companies, Inc. (Coo) [ST] other: F ILINg S TaTUS : New S UBHoLDINg o F : DSL Living Trust > Bank of New York Brokerage account 340 | — | S | 02/25/2020 | 03/01/2020 | $1,001 - $15,000 | 1.00 | COO0.95 | SellSell | Joint | Feb 25, 2020 | $1,001 - $15,000mid $8K | Stock | modelled |
| 24 | 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 | S | 02/24/2020 | 03/01/2020 | $1,001 - $15,000 | 1.00 | —0.60 | SellSell | Joint | Feb 24, 2020 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 25 | JT | US Foods Holding Corp. (USFD) [ST] other: F ILINg S TaTUS : New S UBHoLDINg o F : DSL Living Trust > Bank of New York Brokerage account 340 | USFD | S (partial) | 03/17/2020 | 04/01/2020 | $1,001 - $15,000 | 1.00 | USFD0.98 | PartialPartial sale | Joint | Mar 17, 2020 | $1,001 - $15,000mid $8K | Stock | modelled |
| 26 | JT | Vail Resorts, Inc. (MTN) [ST] other: F ILINg S TaTUS : New S UBHoLDINg o F : DSL Living Trust > Bank of New York Brokerage account 340 | MTN | S | 02/25/2020 | 03/01/2020 | $1,001 - $15,000 | 1.00 | MTN0.98 | SellSell | Joint | Feb 25, 2020 | $1,001 - $15,000mid $8K | Stock | modelled |
| 27 | JT | Valero Energy Corporation (VLo) [ST] other: F ILINg S TaTUS : New S UBHoLDINg o F : DSL Living Trust > Bank of New York Brokerage account 340 | — | S | 02/26/2020 | 03/01/2020 | $1,001 - $15,000 | 1.00 | VLO0.95 | SellSell | Joint | Feb 26, 2020 | $1,001 - $15,000mid $8K | Stock | modelled |
| 28 | 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 | — | S | 02/18/2020 | 03/01/2020 | $1,001 - $15,000 | 1.00 | WAB0.95 | SellSell | Joint | Feb 18, 2020 | $1,001 - $15,000mid $8K | Stock | modelled |
| 29 | JT | Wyndham Hotels & Resorts, Inc. (WH) [ST] other: F ILINg S TaTUS : New S UBHoLDINg o F : DSL Living Trust > Bank of New York Brokerage account 340 | WH | S | 03/18/2020 | 04/01/2020 | $1,001 - $15,000 | 1.00 | WH0.98 | SellSell | Joint | Mar 18, 2020 | $1,001 - $15,000mid $8K | Stock | modelled |
| 30 | JT | Wyndham Hotels & Resorts, Inc. (WH) [ST] other: F ILINg S TaTUS : New S UBHoLDINg o F : DSL Living Trust > Bank of New York Brokerage account 340 | WH | S (partial) | 03/17/2020 | 04/01/2020 | $1,001 - $15,000 | 1.00 | WH0.98 | PartialPartial sale | Joint | Mar 17, 2020 | $1,001 - $15,000mid $8K | Stock | modelled |
| 31 | 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 | — | S (partial) | 02/05/2020 | 03/01/2020 | $1,001 - $15,000 | 1.00 | —0.00 | PartialPartial sale | Joint | Feb 5, 2020 | $1,001 - $15,000mid $8K | Stock | not modelled |