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20016555Parsed

DSusie Lee · House · ptr · filed Jun 15, 2020

Official filing metadata

Filer (as printed)
Hon. Susie Lee
Office (as printed)
NV03
Chamber
House
Filing type
ptr
Filing date
Jun 15, 2020
Filing year
2020
Document format
pdf

Processing (ours)

Status
Parsed
Rows parsed
115
Parser version
house_pdf_v1
Fetched
Sep 9, 2026
Parsed
Sep 9, 2026
Internal id
1505

row 45: stray text in ['cap']: gfedc

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 · 115

Left: official, as printed · Right: normalized
Raw filing rows beside their normalized interpretation
Official · as printed in the filingNormalized · our interpretation
#OwnerAssetTickerTypeTx dateNotifiedAmountConf.TickerTypeOwnerTx dateAmountClassFlags
1JTAlly Financial Inc. (ALLY) [ST]
other: F ILINg S TATUS : New S UBHOLDINg O F : DSL Living Trust > Bank of New York Brokerage Account 340
ALLYS04/01/202005/01/2020$1,001 - $15,0001.00ALLY0.98SellSellJointApr 1, 2020$1,001 - $15,000mid $8KStockmodelled
2JTAmeriprise Financial, Inc. (AMP) [ST]
other: F ILINg S TATUS : New S UBHOLDINg O F : DSL Living Trust > Bank of New York Brokerage Account 340
AMPP04/09/202005/01/2020$1,001 - $15,0001.00AMP0.98BuyBuyJointApr 9, 2020$1,001 - $15,000mid $8KStockmodelled
3JTAmeriprise Financial, Inc. (AMP) [ST]
other: F ILINg S TATUS : New S UBHOLDINg O F : DSL Living Trust > Bank of New York Brokerage Account 340
AMPP04/08/202005/01/2020$1,001 - $15,0001.00AMP0.98BuyBuyJointApr 8, 2020$1,001 - $15,000mid $8KStockmodelled
4JTAramark (ARMK) [ST]
other: F ILINg S TATUS : New S UBHOLDINg O F : DSL Living Trust > Bank of New York Brokerage Account 340
ARMKP04/27/202005/01/2020$1,001 - $15,0001.00ARMK0.98BuyBuyJointApr 27, 2020$1,001 - $15,000mid $8KStockmodelled
5JTAramark (ARMK) [ST]
other: F ILINg S TATUS : New S UBHOLDINg O F : DSL Living Trust > Bank of New York Brokerage Account 340
ARMKS (partial)04/07/202005/01/2020$1,001 - $15,0001.00ARMK0.98PartialPartial saleJointApr 7, 2020$1,001 - $15,000mid $8KStockmodelled
6JTAutoZone, Inc. (AZO) [ST]
other: F ILINg S TATUS : New S UBHOLDINg O F : DSL Living Trust > Bank of New York Brokerage Account 340
AZOP05/08/202006/01/2020$1,001 - $15,0001.00AZO0.98BuyBuyJointMay 8, 2020$1,001 - $15,000mid $8KStockmodelled
7JTAvantor, Inc. (AVTR) [ST]
other: F ILINg S TATUS : New S UBHOLDINg O F : DSL Living Trust > Bank of New York Brokerage Account 340
AVTRS (partial)04/03/202005/01/2020$1,001 - $15,0001.00AVTR0.98PartialPartial saleJointApr 3, 2020$1,001 - $15,000mid $8KStockmodelled
8JTBall Corporation (BLL) [ST]
other: F ILINg S TATUS : New S UBHOLDINg O F : DSL Living Trust > Bank of New York Brokerage Account 340
BLLS (partial)05/19/202006/01/2020$1,001 - $15,0001.00BALL0.95PartialPartial saleJointMay 19, 2020$1,001 - $15,000mid $8KStockReviewmodelled
9JTBall Corporation (BLL) [ST]
other: F ILINg S TATUS : New S UBHOLDINg O F : DSL Living Trust > Bank of New York Brokerage Account 340
BLLS (partial)05/19/202006/01/2020$1,001 - $15,0001.00BALL0.95PartialPartial saleJointMay 19, 2020$1,001 - $15,000mid $8KStockReviewmodelled
10JTBio-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
BIOS (partial)05/27/202006/01/2020$1,001 - $15,0001.00BIO0.98PartialPartial saleJointMay 27, 2020$1,001 - $15,000mid $8KStockmodelled
11JTBio-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
BIOS (partial)04/07/202005/01/2020$1,001 - $15,0001.00BIO0.98PartialPartial saleJointApr 7, 2020$1,001 - $15,000mid $8KStockmodelled
12JTBright Horizons Family Solutions Inc. (BFAM) [ST]
other: F ILINg S TATUS : New S UBHOLDINg O F : DSL Living Trust > Bank of New York Brokerage Account 340
BFAMP05/19/202006/01/2020$1,001 - $15,0001.00BFAM0.98BuyBuyJointMay 19, 2020$1,001 - $15,000mid $8KStockmodelled
13JTCatalent, Inc. (CTLT) [ST]
other: F ILINg S TATUS : New S UBHOLDINg O F : DSL Living Trust > Bank of New York Brokerage Account 340
CTLTS (partial)05/19/202006/01/2020$1,001 - $15,0001.00—0.60PartialPartial saleJointMay 19, 2020$1,001 - $15,000mid $8KStockReviewnot modelled
14JTCatalent, Inc. (CTLT) [ST]
other: F ILINg S TATUS : New S UBHOLDINg O F : DSL Living Trust > Bank of New York Brokerage Account 340
CTLTS (partial)05/27/202006/01/2020$1,001 - $15,0001.00—0.60PartialPartial saleJointMay 27, 2020$1,001 - $15,000mid $8KStockReviewnot modelled
15JTCBRE 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
CBRES (partial)04/03/202005/01/2020$1,001 - $15,0001.00CBRE0.98PartialPartial saleJointApr 3, 2020$1,001 - $15,000mid $8KStockmodelled
16JTCDK global, Inc. (CDK) [ST]
other: F ILINg S TATUS : New S UBHOLDINg O F : DSL Living Trust > Bank of New York Brokerage Account 340
CDKS (partial)04/03/202005/01/2020$1,001 - $15,0001.00—0.60PartialPartial saleJointApr 3, 2020$1,001 - $15,000mid $8KStockReviewnot modelled
17JTCentene Corporation (CNC) [ST]
other: F ILINg S TATUS : New S UBHOLDINg O F : DSL Living Trust > Bank of New York Brokerage Account 340
CNCP04/07/202005/01/2020$1,001 - $15,0001.00CNC0.98BuyBuyJointApr 7, 2020$1,001 - $15,000mid $8KStockmodelled
18JTCentene Corporation (CNC) [ST]
other: F ILINg S TATUS : New S UBHOLDINg O F : DSL Living Trust > Bank of New York Brokerage Account 340
CNCP04/06/202005/01/2020$1,001 - $15,0001.00CNC0.98BuyBuyJointApr 6, 2020$1,001 - $15,000mid $8KStockmodelled
19JTCharles Schwab Corporation (SCHW) [ST]
other: F ILINg S TATUS : New S UBHOLDINg O F : DSL Living Trust > Bank of New York Brokerage Account 340
SCHWP04/09/202005/01/2020$1,001 - $15,0001.00SCHW0.98BuyBuyJointApr 9, 2020$1,001 - $15,000mid $8KStockmodelled
20JTCharles Schwab Corporation (SCHW) [ST]
other: F ILINg S TATUS : New S UBHOLDINg O F : DSL Living Trust > Bank of New York Brokerage Account 340
SCHWP04/08/202005/01/2020$1,001 - $15,0001.00SCHW0.98BuyBuyJointApr 8, 2020$1,001 - $15,000mid $8KStockmodelled
21JTChurchill Downs, Incorporated (CHDN) [ST]
other: F ILINg S TATUS : New S UBHOLDINg O F : DSL Living Trust > Bank of New York Brokerage Account 340
CHDNS (partial)04/03/202005/01/2020$1,001 - $15,0001.00CHDN0.98PartialPartial saleJointApr 3, 2020$1,001 - $15,000mid $8KStockmodelled
22JTChurchill Downs, Incorporated (CHDN) [ST]
other: F ILINg S TATUS : New S UBHOLDINg O F : DSL Living Trust > Bank of New York Brokerage Account 340
CHDNS (partial)04/01/202005/01/2020$1,001 - $15,0001.00CHDN0.98PartialPartial saleJointApr 1, 2020$1,001 - $15,000mid $8KStockmodelled
23JTConAgra Brands, Inc. (CAg) [ST]
other: F ILINg S TATUS : New S UBHOLDINg O F : DSL Living Trust > Bank of New York Brokerage Account 340
—P04/15/202005/01/2020$1,001 - $15,0001.00CAG0.95BuyBuyJointApr 15, 2020$1,001 - $15,000mid $8KStockmodelled
24JTCrown Castle International Corp. (CCI) [ST]
other: F ILINg S TATUS : New S UBHOLDINg O F : DSL Living Trust > Bank of New York Brokerage Account 340
CCIS (partial)04/28/202005/01/2020$1,001 - $15,0001.00CCI0.98PartialPartial saleJointApr 28, 2020$1,001 - $15,000mid $8KStockmodelled
25JTDell Technologies Inc. Class C (DELL) [ST]
other: F ILINg S TATUS : New S UBHOLDINg O F : DSL Living Trust > Bank of New York Brokerage Account 340
DELLS (partial)05/29/202006/01/2020$1,001 - $15,0001.00DELL0.98PartialPartial saleJointMay 29, 2020$1,001 - $15,000mid $8KStockmodelled
26JTDigital Realty Trust, Inc. (DLR) [ST]
other: F ILINg S TATUS : New S UBHOLDINg O F : DSL Living Trust > Bank of New York Brokerage Account 340
DLRP04/28/202005/01/2020$1,001 - $15,0001.00DLR0.98BuyBuyJointApr 28, 2020$1,001 - $15,000mid $8KStockmodelled
27JTDollar general Corporation (Dg) [ST]
other: F ILINg S TATUS : New S UBHOLDINg O F : DSL Living Trust > Bank of New York Brokerage Account 340
—P04/07/202005/01/2020$1,001 - $15,0001.00DG0.95BuyBuyJointApr 7, 2020$1,001 - $15,000mid $8KStockmodelled
28JTDollar Tree, Inc. (DLTR) [ST]
other: F ILINg S TATUS : New S UBHOLDINg O F : DSL Living Trust > Bank of New York Brokerage Account 340
DLTRP04/27/202005/01/2020$1,001 - $15,0001.00DLTR0.98BuyBuyJointApr 27, 2020$1,001 - $15,000mid $8KStockmodelled
29JTDollar Tree, Inc. (DLTR) [ST]
other: F ILINg S TATUS : New S UBHOLDINg O F : DSL Living Trust > Bank of New York Brokerage Account 340
DLTRP04/28/202005/01/2020$1,001 - $15,0001.00DLTR0.98BuyBuyJointApr 28, 2020$1,001 - $15,000mid $8KStockmodelled
30JTDomino'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
DPZS (partial)04/28/202005/01/2020$1,001 - $15,0001.00DPZ0.98PartialPartial saleJointApr 28, 2020$1,001 - $15,000mid $8KStockmodelled
31JTDover Corporation (DOV) [ST]
other: F ILINg S TATUS : New S UBHOLDINg O F : DSL Living Trust > Bank of New York Brokerage Account 340
DOVP04/08/202005/01/2020$1,001 - $15,0001.00DOV0.98BuyBuyJointApr 8, 2020$1,001 - $15,000mid $8KStockmodelled
32JTDover Corporation (DOV) [ST]
other: F ILINg S TATUS : New S UBHOLDINg O F : DSL Living Trust > Bank of New York Brokerage Account 340
DOVP04/09/202005/01/2020$1,001 - $15,0001.00DOV0.98BuyBuyJointApr 9, 2020$1,001 - $15,000mid $8KStockmodelled
33JTDuke Realty Corporation (DRE) [ST]
other: F ILINg S TATUS : New S UBHOLDINg O F : DSL Living Trust > Bank of New York Brokerage Account 340
DREP04/08/202005/01/2020$1,001 - $15,0001.00—0.60BuyBuyJointApr 8, 2020$1,001 - $15,000mid $8KStockReviewnot modelled
34JTDuke Realty Corporation (DRE) [ST]
other: F ILINg S TATUS : New S UBHOLDINg O F : DSL Living Trust > Bank of New York Brokerage Account 340
DREP04/09/202005/01/2020$1,001 - $15,0001.00—0.60BuyBuyJointApr 9, 2020$1,001 - $15,000mid $8KStockReviewnot modelled
35JTEcolab Inc. (ECL) [ST]
other: F ILINg S TATUS : New S UBHOLDINg O F : DSL Living Trust > Bank of New York Brokerage Account 340
ECLS (partial)05/19/202006/01/2020$1,001 - $15,0001.00ECL0.98PartialPartial saleJointMay 19, 2020$1,001 - $15,000mid $8KStockmodelled
36JTEncompass Health Corporation (EHC) [ST]
other: F ILINg S TATUS : New S UBHOLDINg O F : DSL Living Trust > Bank of New York Brokerage Account 340
EHCP05/19/202006/01/2020$1,001 - $15,0001.00EHC0.98BuyBuyJointMay 19, 2020$1,001 - $15,000mid $8KStockmodelled
37JTEnergizer Holdings, Inc. (ENR) [ST]
other: F ILINg S TATUS : New S UBHOLDINg O F : DSL Living Trust > Bank of New York Brokerage Account 340
ENRP04/27/202005/01/2020$1,001 - $15,0001.00ENR0.98BuyBuyJointApr 27, 2020$1,001 - $15,000mid $8KStockmodelled
38JTEntegris, Inc. (ENTg) [ST]
other: F ILINg S TATUS : New S UBHOLDINg O F : DSL Living Trust > Bank of New York Brokerage Account 340
—S (partial)04/28/202005/01/2020$1,001 - $15,0001.00ENTG0.95PartialPartial saleJointApr 28, 2020$1,001 - $15,000mid $8KStockmodelled
39JTEquifax, Inc. (EFX) [ST]
other: F ILINg S TATUS : New S UBHOLDINg O F : DSL Living Trust > Bank of New York Brokerage Account 340
EFXP04/28/202005/01/2020$1,001 - $15,0001.00EFX0.98BuyBuyJointApr 28, 2020$1,001 - $15,000mid $8KStockmodelled
40JTEquinix, Inc. (EQIX) [ST]
other: F ILINg S TATUS : New S UBHOLDINg O F : DSL Living Trust > Bank of New York Brokerage Account 340
EQIXS (partial)04/28/202005/01/2020$1,001 - $15,0001.00EQIX0.98PartialPartial saleJointApr 28, 2020$1,001 - $15,000mid $8KStockmodelled
41JTEssential Utilities, Inc. (WTRg) [ST]
other: F ILINg S TATUS : New S UBHOLDINg O F : DSL Living Trust > Bank of New York Brokerage Account 340
—P04/27/202005/01/2020$1,001 - $15,0001.00WTRG0.95BuyBuyJointApr 27, 2020$1,001 - $15,000mid $8KStockmodelled
42JTFireEye, Inc. (FEYE) [ST]
other: F ILINg S TATUS : New S UBHOLDINg O F : DSL Living Trust > Bank of New York Brokerage Account 340
FEYEP05/08/202006/01/2020$1,001 - $15,0001.00—0.60BuyBuyJointMay 8, 2020$1,001 - $15,000mid $8KStockReviewnot modelled
43JTFireEye, Inc. (FEYE) [ST]
other: F ILINg S TATUS : New S UBHOLDINg O F : DSL Living Trust > Bank of New York Brokerage Account 340
FEYES05/27/202006/01/2020$1,001 - $15,0001.00—0.60SellSellJointMay 27, 2020$1,001 - $15,000mid $8KStockReviewnot modelled
44JTFleetCor Technologies, Inc. (FLT) [ST]
other: F ILINg S TATUS : New S UBHOLDINg O F : DSL Living Trust > Bank of New York Brokerage Account 340
FLTP04/07/202005/01/2020$1,001 - $15,0001.00—0.60BuyBuyJointApr 7, 2020$1,001 - $15,000mid $8KStockReviewnot modelled
45JTFloor & 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
FNDS04/07/202005/01/2020$1,001 - $15,0000.70FND0.98SellSellJointApr 7, 2020$1,001 - $15,000mid $8KStockReviewmodelled
46JTFMC Corporation (FMC) [ST]
other: F ILINg S TATUS : New S UBHOLDINg O F : DSL Living Trust > Bank of New York Brokerage Account 340
FMCP04/27/202005/01/2020$1,001 - $15,0001.00FMC0.98BuyBuyJointApr 27, 2020$1,001 - $15,000mid $8KStockmodelled
47JTgCI Liberty, Inc. - Class A (gLIBA) [ST]
other: F ILINg S TATUS : New S UBHOLDINg O F : DSL Living Trust > Bank of New York Brokerage Account 340
—P04/07/202005/01/2020$1,001 - $15,0001.00—0.00BuyBuyJointApr 7, 2020$1,001 - $15,000mid $8KStocknot modelled
48JTgCI Liberty, Inc. - Class A (gLIBA) [ST]
other: F ILINg S TATUS : New S UBHOLDINg O F : DSL Living Trust > Bank of New York Brokerage Account 340
—S04/28/202005/01/2020$1,001 - $15,0001.00—0.00SellSellJointApr 28, 2020$1,001 - $15,000mid $8KStocknot modelled
49JTgoDaddy Inc. Class A (gDDY) [ST]
other: F ILINg S TATUS : New S UBHOLDINg O F : DSL Living Trust > Bank of New York Brokerage Account 340
—P04/06/202005/01/2020$1,001 - $15,0001.00—0.90BuyBuyJointApr 6, 2020$1,001 - $15,000mid $8KStockReviewnot modelled
50JTgraphic 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)05/27/202006/01/2020$1,001 - $15,0001.00GPK0.95PartialPartial saleJointMay 27, 2020$1,001 - $15,000mid $8KStockmodelled
51JTgrocery 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
—S (partial)04/28/202005/01/2020$1,001 - $15,0001.00GO0.95PartialPartial saleJointApr 28, 2020$1,001 - $15,000mid $8KStockmodelled
52JTHCA Healthcare, Inc. (HCA) [ST]
other: F ILINg S TATUS : New S UBHOLDINg O F : DSL Living Trust > Bank of New York Brokerage Account 340
HCAS (partial)04/07/202005/01/2020$1,001 - $15,0001.00HCA0.98PartialPartial saleJointApr 7, 2020$1,001 - $15,000mid $8KStockmodelled
53JTHCA Healthcare, Inc. (HCA) [ST]
other: F ILINg S TATUS : New S UBHOLDINg O F : DSL Living Trust > Bank of New York Brokerage Account 340
HCAS (partial)04/03/202005/01/2020$1,001 - $15,0001.00HCA0.98PartialPartial saleJointApr 3, 2020$1,001 - $15,000mid $8KStockmodelled
54JTHD 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
HDSS (partial)04/03/202005/01/2020$1,001 - $15,0001.00—0.60PartialPartial saleJointApr 3, 2020$1,001 - $15,000mid $8KStockReviewnot modelled
55JTHexcel Corporation (HXL) [ST]
other: F ILINg S TATUS : New S UBHOLDINg O F : DSL Living Trust > Bank of New York Brokerage Account 340
HXLS04/06/202005/01/2020$1,001 - $15,0001.00HXL0.98SellSellJointApr 6, 2020$1,001 - $15,000mid $8KStockmodelled
56JTIQVIA Holdings, Inc. (IQV) [ST]
other: F ILINg S TATUS : New S UBHOLDINg O F : DSL Living Trust > Bank of New York Brokerage Account 340
IQVS (partial)05/19/202006/01/2020$1,001 - $15,0001.00IQV0.98PartialPartial saleJointMay 19, 2020$1,001 - $15,000mid $8KStockmodelled
57JTKeysight Technologies Inc. (KEYS) [ST]
other: F ILINg S TATUS : New S UBHOLDINg O F : DSL Living Trust > Bank of New York Brokerage Account 340
KEYSS (partial)05/29/202006/01/2020$1,001 - $15,0001.00KEYS0.98PartialPartial saleJointMay 29, 2020$1,001 - $15,000mid $8KStockmodelled
58JTKroger Company (KR) [ST]
other: F ILINg S TATUS : New S UBHOLDINg O F : DSL Living Trust > Bank of New York Brokerage Account 340
KRP04/06/202005/01/2020$1,001 - $15,0001.00KR0.98BuyBuyJointApr 6, 2020$1,001 - $15,000mid $8KStockmodelled
59JTLaboratory Corporation of America Holdings (LH) [ST]
other: F ILINg S TATUS : New S UBHOLDINg O F : DSL Living Trust > Bank of New York Brokerage Account 340
LHP04/28/202005/01/2020$1,001 - $15,0001.00LH0.95BuyBuyJointApr 28, 2020$1,001 - $15,000mid $8KStockReviewmodelled
60JTLamb Weston Holdings, Inc. (LW) [ST]
other: F ILINg S TATUS : New S UBHOLDINg O F : DSL Living Trust > Bank of New York Brokerage Account 340
LWP04/17/202005/01/2020$1,001 - $15,0001.00LW0.98BuyBuyJointApr 17, 2020$1,001 - $15,000mid $8KStockmodelled
61JTLamb Weston Holdings, Inc. (LW) [ST]
other: F ILINg S TATUS : New S UBHOLDINg O F : DSL Living Trust > Bank of New York Brokerage Account 340
LWP04/15/202005/01/2020$1,001 - $15,0001.00LW0.98BuyBuyJointApr 15, 2020$1,001 - $15,000mid $8KStockmodelled
62JTLiberty Broadband Corporation - Class A Common Stock When Issued (LBDAV) [ST]
other: F ILINg S TATUS : New S UBHOLDINg O F : DSL Living Trust > Bank of New York Brokerage Account 340
LBDAVP04/28/202005/01/2020$1,001 - $15,0001.00LBRDK0.95BuyBuyJointApr 28, 2020$1,001 - $15,000mid $8KStockReviewmodelled
63JTLiberty Media Corporation - Series C Liberty SiriusXM (LSXMK) [ST]
other: F ILINg S TATUS : New S UBHOLDINg O F : DSL Living Trust > Bank of New York Brokerage Account 340
LSXMKS04/23/202005/01/2020$1,001 - $15,0001.00FWONA0.95SellSellJointApr 23, 2020$1,001 - $15,000mid $8KStockReviewmodelled
64JTLiberty Media Corporation - Series C Liberty SiriusXM (LSXMK) [ST]
other: F ILINg S TATUS : New S UBHOLDINg O F : DSL Living Trust > Bank of New York Brokerage Account 340
LSXMKS (partial)04/06/202005/01/2020$1,001 - $15,0001.00FWONA0.95PartialPartial saleJointApr 6, 2020$1,001 - $15,000mid $8KStockReviewmodelled
65JTLKQ Corporation (LKQ) [ST]
other: F ILINg S TATUS : New S UBHOLDINg O F : DSL Living Trust > Bank of New York Brokerage Account 340
LKQS (partial)04/03/202005/01/2020$1,001 - $15,0001.00LKQ0.98PartialPartial saleJointApr 3, 2020$1,001 - $15,000mid $8KStockmodelled
66JTMasco Corporation (MAS) [ST]
other: F ILINg S TATUS : New S UBHOLDINg O F : DSL Living Trust > Bank of New York Brokerage Account 340
MASS (partial)04/03/202005/01/2020$1,001 - $15,0001.00MAS0.98PartialPartial saleJointApr 3, 2020$1,001 - $15,000mid $8KStockmodelled
67JTNexstar 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
NXSTS04/03/202005/01/2020$1,001 - $15,0001.00NXST0.98SellSellJointApr 3, 2020$1,001 - $15,000mid $8KStockmodelled
68JTNortonLifeLock Inc. (NLOK) [ST]
other: F ILINg S TATUS : New S UBHOLDINg O F : DSL Living Trust > Bank of New York Brokerage Account 340
NLOKP04/08/202005/01/2020$1,001 - $15,0001.00—0.60BuyBuyJointApr 8, 2020$1,001 - $15,000mid $8KStockReviewnot modelled
69JTNortonLifeLock Inc. (NLOK) [ST]
other: F ILINg S TATUS : New S UBHOLDINg O F : DSL Living Trust > Bank of New York Brokerage Account 340
NLOKP04/09/202005/01/2020$1,001 - $15,0001.00—0.60BuyBuyJointApr 9, 2020$1,001 - $15,000mid $8KStockReviewnot modelled
70JTONEOK, Inc. (OKE) [ST]
other: F ILINg S TATUS : New S UBHOLDINg O F : DSL Living Trust > Bank of New York Brokerage Account 340
OKEP05/27/202006/01/2020$1,001 - $15,0001.00OKE0.98BuyBuyJointMay 27, 2020$1,001 - $15,000mid $8KStockmodelled
71JTONEOK, Inc. (OKE) [ST]
other: F ILINg S TATUS : New S UBHOLDINg O F : DSL Living Trust > Bank of New York Brokerage Account 340
OKEP05/19/202006/01/2020$1,001 - $15,0001.00OKE0.98BuyBuyJointMay 19, 2020$1,001 - $15,000mid $8KStockmodelled
72JTPerformance Food group Company (PFgC) [ST]
other: F ILINg S TATUS : New S UBHOLDINg O F : DSL Living Trust > Bank of New York Brokerage Account 340
—P05/27/202006/01/2020$1,001 - $15,0001.00PFGC0.95BuyBuyJointMay 27, 2020$1,001 - $15,000mid $8KStockmodelled
73JTPerformance Food group Company (PFgC) [ST]
other: F ILINg S TATUS : New S UBHOLDINg O F : DSL Living Trust > Bank of New York Brokerage Account 340
—S (partial)04/07/202005/01/2020$1,001 - $15,0001.00PFGC0.95PartialPartial saleJointApr 7, 2020$1,001 - $15,000mid $8KStockmodelled
74JTPerformance Food group Company (PFgC) [ST]
other: F ILINg S TATUS : New S UBHOLDINg O F : DSL Living Trust > Bank of New York Brokerage Account 340
—P04/27/202005/01/2020$1,001 - $15,0001.00PFGC0.95BuyBuyJointApr 27, 2020$1,001 - $15,000mid $8KStockmodelled
75JTPerformance Food group Company (PFgC) [ST]
other: F ILINg S TATUS : New S UBHOLDINg O F : DSL Living Trust > Bank of New York Brokerage Account 340
—S (partial)04/01/202005/01/2020$1,001 - $15,0001.00PFGC0.95PartialPartial saleJointApr 1, 2020$1,001 - $15,000mid $8KStockmodelled
76JTPlanet Fitness, Inc. (PLNT) [ST]
other: F ILINg S TATUS : New S UBHOLDINg O F : DSL Living Trust > Bank of New York Brokerage Account 340
PLNTS04/03/202005/01/2020$1,001 - $15,0001.00PLNT0.98SellSellJointApr 3, 2020$1,001 - $15,000mid $8KStockmodelled
77JTPlanet Fitness, Inc. (PLNT) [ST]
other: F ILINg S TATUS : New S UBHOLDINg O F : DSL Living Trust > Bank of New York Brokerage Account 340
PLNTS04/27/202005/01/2020$1,001 - $15,0001.00PLNT0.98SellSellJointApr 27, 2020$1,001 - $15,000mid $8KStockmodelled
78JTPlanet Fitness, Inc. (PLNT) [ST]
other: F ILINg S TATUS : New S UBHOLDINg O F : DSL Living Trust > Bank of New York Brokerage Account 340
PLNTP05/19/202006/01/2020$1,001 - $15,0001.00PLNT0.98BuyBuyJointMay 19, 2020$1,001 - $15,000mid $8KStockmodelled
79JTPolaris Inc. (PII) [ST]
other: F ILINg S TATUS : New S UBHOLDINg O F : DSL Living Trust > Bank of New York Brokerage Account 340
PIIP05/19/202006/01/2020$1,001 - $15,0001.00PII0.98BuyBuyJointMay 19, 2020$1,001 - $15,000mid $8KStockmodelled
80JTPultegroup, Inc. (PHM) [ST]
other: F ILINg S TATUS : New S UBHOLDINg O F : DSL Living Trust > Bank of New York Brokerage Account 340
PHMP05/27/202006/01/2020$1,001 - $15,0001.00PHM0.98BuyBuyJointMay 27, 2020$1,001 - $15,000mid $8KStockmodelled
81JTPultegroup, Inc. (PHM) [ST]
other: F ILINg S TATUS : New S UBHOLDINg O F : DSL Living Trust > Bank of New York Brokerage Account 340
PHMP05/19/202006/01/2020$1,001 - $15,0001.00PHM0.98BuyBuyJointMay 19, 2020$1,001 - $15,000mid $8KStockmodelled
82JTReynolds Consumer Products Inc. (REYN) [ST]
other: F ILINg S TATUS : New S UBHOLDINg O F : DSL Living Trust > Bank of New York Brokerage Account 340
REYNP04/15/202005/01/2020$1,001 - $15,0001.00REYN0.98BuyBuyJointApr 15, 2020$1,001 - $15,000mid $8KStockmodelled
83JTRobert Half International Inc. (RHI) [ST]
other: F ILINg S TATUS : New S UBHOLDINg O F : DSL Living Trust > Bank of New York Brokerage Account 340
RHIP04/27/202005/01/2020$1,001 - $15,0001.00RHI0.98BuyBuyJointApr 27, 2020$1,001 - $15,000mid $8KStockmodelled
84JTRoper Technologies, Inc. (ROP) [ST]
other: F ILINg S TATUS : New S UBHOLDINg O F : DSL Living Trust > Bank of New York Brokerage Account 340
ROPS (partial)05/19/202006/01/2020$1,001 - $15,0001.00ROP0.98PartialPartial saleJointMay 19, 2020$1,001 - $15,000mid $8KStockmodelled
85JTSCIENCE APPLICATIONS INTERNATIONAL CORPORATION (SAIC) [ST]
other: F ILINg S TATUS : New S UBHOLDINg O F : DSL Living Trust > Bank of New York Brokerage Account 340
SAICP04/28/202005/01/2020$1,001 - $15,0001.00SAIC0.98BuyBuyJointApr 28, 2020$1,001 - $15,000mid $8KStockmodelled
86JTSCIENCE APPLICATIONS INTERNATIONAL CORPORATION (SAIC) [ST]
other: F ILINg S TATUS : New S UBHOLDINg O F : DSL Living Trust > Bank of New York Brokerage Account 340
SAICP04/06/202005/01/2020$1,001 - $15,0001.00SAIC0.98BuyBuyJointApr 6, 2020$1,001 - $15,000mid $8KStockmodelled
87JTScotts Miracle-gro Company (SMg) [ST]
other: F ILINg S TATUS : New S UBHOLDINg O F : DSL Living Trust > Bank of New York Brokerage Account 340
—P04/07/202005/01/2020$1,001 - $15,0001.00SMG0.95BuyBuyJointApr 7, 2020$1,001 - $15,000mid $8KStockmodelled
88JTService Corporation International (SCI) [ST]
other: F ILINg S TATUS : New S UBHOLDINg O F : DSL Living Trust > Bank of New York Brokerage Account 340
SCIS (partial)04/03/202005/01/2020$1,001 - $15,0001.00SCI0.98PartialPartial saleJointApr 3, 2020$1,001 - $15,000mid $8KStockmodelled
89JTServiceMaster global Holdings, Inc. (SERV) [ST]
other: F ILINg S TATUS : New S UBHOLDINg O F : DSL Living Trust > Bank of New York Brokerage Account 340
SERVS05/07/202006/01/2020$1,001 - $15,0001.00SERV0.95SellSellJointMay 7, 2020$1,001 - $15,000mid $8KStockReviewmodelled
90JTSherwin-Williams Company (SHW) [ST]
other: F ILINg S TATUS : New S UBHOLDINg O F : DSL Living Trust > Bank of New York Brokerage Account 340
SHWP05/08/202006/01/2020$1,001 - $15,0001.00SHW0.98BuyBuyJointMay 8, 2020$1,001 - $15,000mid $8KStockmodelled
91JTSirius XM Holdings Inc. (SIRI) [ST]
other: F ILINg S TATUS : New S UBHOLDINg O F : DSL Living Trust > Bank of New York Brokerage Account 340
SIRIP04/28/202005/01/2020$1,001 - $15,0001.00SIRI0.98BuyBuyJointApr 28, 2020$1,001 - $15,000mid $8KStockmodelled
92JTSirius XM Holdings Inc. (SIRI) [ST]
other: F ILINg S TATUS : New S UBHOLDINg O F : DSL Living Trust > Bank of New York Brokerage Account 340
SIRIP04/23/202005/01/2020$1,001 - $15,0001.00SIRI0.98BuyBuyJointApr 23, 2020$1,001 - $15,000mid $8KStockmodelled
93JTSS&C Technologies Holdings, Inc. (SSNC) [ST]
other: F ILINg S TATUS : New S UBHOLDINg O F : DSL Living Trust > Bank of New York Brokerage Account 340
SSNCS (partial)05/19/202006/01/2020$1,001 - $15,0001.00SSNC0.98PartialPartial saleJointMay 19, 2020$1,001 - $15,000mid $8KStockmodelled
94JTSS&C Technologies Holdings, Inc. (SSNC) [ST]
other: F ILINg S TATUS : New S UBHOLDINg O F : DSL Living Trust > Bank of New York Brokerage Account 340
SSNCS (partial)05/19/202006/01/2020$1,001 - $15,0001.00SSNC0.98PartialPartial saleJointMay 19, 2020$1,001 - $15,000mid $8KStockmodelled
95JTStarbucks Corporation (SBUX) [ST]
other: F ILINg S TATUS : New S UBHOLDINg O F : DSL Living Trust > Bank of New York Brokerage Account 340
SBUXP05/08/202006/01/2020$1,001 - $15,0001.00SBUX0.98BuyBuyJointMay 8, 2020$1,001 - $15,000mid $8KStockmodelled
96JTSysco Corporation (SYY) [ST]
other: F ILINg S TATUS : New S UBHOLDINg O F : DSL Living Trust > Bank of New York Brokerage Account 340
SYYP04/27/202005/01/2020$1,001 - $15,0001.00SYY0.98BuyBuyJointApr 27, 2020$1,001 - $15,000mid $8KStockmodelled
97JTSysco Corporation (SYY) [ST]
other: F ILINg S TATUS : New S UBHOLDINg O F : DSL Living Trust > Bank of New York Brokerage Account 340
SYYP04/28/202005/01/2020$1,001 - $15,0001.00SYY0.98BuyBuyJointApr 28, 2020$1,001 - $15,000mid $8KStockmodelled
98JTTeleflex Incorporated (TFX) [ST]
other: F ILINg S TATUS : New S UBHOLDINg O F : DSL Living Trust > Bank of New York Brokerage Account 340
TFXS (partial)04/28/202005/01/2020$1,001 - $15,0001.00TFX0.98PartialPartial saleJointApr 28, 2020$1,001 - $15,000mid $8KStockmodelled
99JTTeleflex Incorporated (TFX) [ST]
other: F ILINg S TATUS : New S UBHOLDINg O F : DSL Living Trust > Bank of New York Brokerage Account 340
TFXS (partial)05/19/202006/01/2020$1,001 - $15,0001.00TFX0.98PartialPartial saleJointMay 19, 2020$1,001 - $15,000mid $8KStockmodelled
100JTTJX Companies, Inc. (TJX) [ST]
other: F ILINg S TATUS : New S UBHOLDINg O F : DSL Living Trust > Bank of New York Brokerage Account 340
TJXP05/19/202006/01/2020$1,001 - $15,0001.00TJX0.98BuyBuyJointMay 19, 2020$1,001 - $15,000mid $8KStockmodelled
101JTTransUnion (TRU) [ST]
other: F ILINg S TATUS : New S UBHOLDINg O F : DSL Living Trust > Bank of New York Brokerage Account 340
TRUS (partial)04/28/202005/01/2020$1,001 - $15,0001.00TRU0.98PartialPartial saleJointApr 28, 2020$1,001 - $15,000mid $8KStockmodelled
102JTTwitter, Inc. (TWTR) [ST]
other: F ILINg S TATUS : New S UBHOLDINg O F : DSL Living Trust > Bank of New York Brokerage Account 340
TWTRS (partial)05/29/202006/01/2020$1,001 - $15,0001.00—0.60PartialPartial saleJointMay 29, 2020$1,001 - $15,000mid $8KStockReviewnot modelled
103JTTwitter, Inc. (TWTR) [ST]
other: F ILINg S TATUS : New S UBHOLDINg O F : DSL Living Trust > Bank of New York Brokerage Account 340
TWTRP04/06/202005/01/2020$1,001 - $15,0001.00—0.60BuyBuyJointApr 6, 2020$1,001 - $15,000mid $8KStockReviewnot modelled
104JTUlta Beauty, Inc. (ULTA) [ST]
other: F ILINg S TATUS : New S UBHOLDINg O F : DSL Living Trust > Bank of New York Brokerage Account 340
ULTAP05/08/202006/01/2020$1,001 - $15,0001.00ULTA0.98BuyBuyJointMay 8, 2020$1,001 - $15,000mid $8KStockmodelled
105JTUS 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
USFDS04/07/202005/01/2020$1,001 - $15,0001.00USFD0.98SellSellJointApr 7, 2020$1,001 - $15,000mid $8KStockmodelled
106JTValero Energy Corporation (VLO) [ST]
other: F ILINg S TATUS : New S UBHOLDINg O F : DSL Living Trust > Bank of New York Brokerage Account 340
VLOP05/19/202006/01/2020$1,001 - $15,0001.00VLO0.98BuyBuyJointMay 19, 2020$1,001 - $15,000mid $8KStockmodelled
107JTValero Energy Corporation (VLO) [ST]
other: F ILINg S TATUS : New S UBHOLDINg O F : DSL Living Trust > Bank of New York Brokerage Account 340
VLOP05/27/202006/01/2020$1,001 - $15,0001.00VLO0.98BuyBuyJointMay 27, 2020$1,001 - $15,000mid $8KStockmodelled
108JTWaste Management, Inc. (WM) [ST]
other: F ILINg S TATUS : New S UBHOLDINg O F : DSL Living Trust > Bank of New York Brokerage Account 340
WMP04/06/202005/01/2020$1,001 - $15,0001.00WM0.98BuyBuyJointApr 6, 2020$1,001 - $15,000mid $8KStockmodelled
109JTWestern Digital Corporation (WDC) [ST]
other: F ILINg S TATUS : New S UBHOLDINg O F : DSL Living Trust > Bank of New York Brokerage Account 340
WDCP04/08/202005/01/2020$1,001 - $15,0001.00WDC0.98BuyBuyJointApr 8, 2020$1,001 - $15,000mid $8KStockmodelled
110JTWestern Digital Corporation (WDC) [ST]
other: F ILINg S TATUS : New S UBHOLDINg O F : DSL Living Trust > Bank of New York Brokerage Account 340
WDCP04/09/202005/01/2020$1,001 - $15,0001.00WDC0.98BuyBuyJointApr 9, 2020$1,001 - $15,000mid $8KStockmodelled
111JTWestern Digital Corporation (WDC) [ST]
other: F ILINg S TATUS : New S UBHOLDINg O F : DSL Living Trust > Bank of New York Brokerage Account 340
WDCP04/28/202005/01/2020$1,001 - $15,0001.00WDC0.98BuyBuyJointApr 28, 2020$1,001 - $15,000mid $8KStockmodelled
112JTWestrock Company (WRK) [ST]
other: F ILINg S TATUS : New S UBHOLDINg O F : DSL Living Trust > Bank of New York Brokerage Account 340
WRKS (partial)04/06/202005/01/2020$1,001 - $15,0001.00—0.60PartialPartial saleJointApr 6, 2020$1,001 - $15,000mid $8KStockReviewnot modelled
113JTWorkday, Inc. - Class A (WDAY) [ST]
other: F ILINg S TATUS : New S UBHOLDINg O F : DSL Living Trust > Bank of New York Brokerage Account 340
WDAYP05/08/202006/01/2020$1,001 - $15,0001.00WDAY0.98BuyBuyJointMay 8, 2020$1,001 - $15,000mid $8KStockmodelled
114JTZebra 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
ZBRAS (partial)05/19/202006/01/2020$1,001 - $15,0001.00ZBRA0.98PartialPartial saleJointMay 19, 2020$1,001 - $15,000mid $8KStockmodelled
115JTZimmer Biomet Holdings, Inc. (ZBH) [ST]
other: F ILINg S TATUS : New S UBHOLDINg O F : DSL Living Trust > Bank of New York Brokerage Account 340
ZBHS (partial)04/03/202005/01/2020$1,001 - $15,0001.00ZBH0.98PartialPartial saleJointApr 3, 2020$1,001 - $15,000mid $8KStockmodelled