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20016887Parsed

DSusie Lee · House · ptr · filed Jul 10, 2020

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Official filing metadata

Filer (as printed): Hon. Susie Lee
Office (as printed): NV03
Chamber: House
Filing type: ptr
Filing date: Jul 10, 2020
Filing year: 2020
Document format: pdf

Processing (ours)

Status: Parsed
Rows parsed: 44
Parser version: house_pdf_v1
Fetched: Sep 9, 2026
Parsed: Sep 9, 2026
Internal id: 1506

row 7: 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 · 44

Left: official, as printed · Right: normalized

Raw filing rows beside their normalized interpretation
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	ACIW	S (partial)	06/29/2020	07/01/2020	$1,001 - $15,000	1.00	ACIW0.98	PartialPartial sale	Joint	Jun 29, 2020	$1,001 - $15,000mid $8K	Stock	modelled
2	JT	Albertsons Companies, Inc. Class A (ACI) [ST] other: F ILINg S TATUS : New S UBHOLDINg O F : DSL Living Trust > Bank of New York Brokerage Account 340	ACI	P	06/26/2020	07/01/2020	$1,001 - $15,000	1.00	ACI0.98	BuyBuy	Joint	Jun 26, 2020	$1,001 - $15,000mid $8K	Stock	modelled
3	JT	Ally Financial Inc. (ALLY) [ST] other: F ILINg S TATUS : New S UBHOLDINg O F : DSL Living Trust > Bank of New York Brokerage Account 340	ALLY	P	06/05/2020	07/01/2020	$1,001 - $15,000	1.00	ALLY0.98	BuyBuy	Joint	Jun 5, 2020	$1,001 - $15,000mid $8K	Stock	modelled
4	JT	Ally Financial Inc. (ALLY) [ST] other: F ILINg S TATUS : New S UBHOLDINg O F : DSL Living Trust > Bank of New York Brokerage Account 340	ALLY	P	06/03/2020	07/01/2020	$1,001 - $15,000	1.00	ALLY0.98	BuyBuy	Joint	Jun 3, 2020	$1,001 - $15,000mid $8K	Stock	modelled
5	JT	Ally Financial Inc. (ALLY) [ST] other: F ILINg S TATUS : New S UBHOLDINg O F : DSL Living Trust > Bank of New York Brokerage Account 340	ALLY	P	06/04/2020	07/01/2020	$1,001 - $15,000	1.00	ALLY0.98	BuyBuy	Joint	Jun 4, 2020	$1,001 - $15,000mid $8K	Stock	modelled
6	JT	AutoZone, Inc. (AZO) [ST] other: F ILINg S TATUS : New S UBHOLDINg O F : DSL Living Trust > Bank of New York Brokerage Account 340	AZO	S	06/09/2020	07/01/2020	$1,001 - $15,000	1.00	AZO0.98	SellSell	Joint	Jun 9, 2020	$1,001 - $15,000mid $8K	Stock	modelled
7	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	S (partial)	06/05/2020	07/01/2020	$1,001 - $15,000	0.70	—0.60	PartialPartial sale	Joint	Jun 5, 2020	$1,001 - $15,000mid $8K	Stock	Reviewnot modelled
8	JT	Bright 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	BFAM	S	06/24/2020	07/01/2020	$1,001 - $15,000	1.00	BFAM0.98	SellSell	Joint	Jun 24, 2020	$1,001 - $15,000mid $8K	Stock	modelled
9	JT	Builders FirstSource, Inc. (BLDR) [ST] other: F ILINg S TATUS : New S UBHOLDINg O F : DSL Living Trust > Bank of New York Brokerage Account 340	BLDR	P	06/03/2020	07/01/2020	$1,001 - $15,000	1.00	BLDR0.98	BuyBuy	Joint	Jun 3, 2020	$1,001 - $15,000mid $8K	Stock	modelled
10	JT	Builders FirstSource, Inc. (BLDR) [ST] other: F ILINg S TATUS : New S UBHOLDINg O F : DSL Living Trust > Bank of New York Brokerage Account 340	BLDR	P	06/05/2020	07/01/2020	$1,001 - $15,000	1.00	BLDR0.98	BuyBuy	Joint	Jun 5, 2020	$1,001 - $15,000mid $8K	Stock	modelled
11	JT	Clarivate Plc Ordinary Shares (CCC) [ST] other: F ILINg S TATUS : New S UBHOLDINg O F : DSL Living Trust > Bank of New York Brokerage Account 340	CCC	P	06/04/2020	07/01/2020	$1,001 - $15,000	1.00	CCC0.95	BuyBuy	Joint	Jun 4, 2020	$1,001 - $15,000mid $8K	Stock	Reviewmodelled
12	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	06/05/2020	07/01/2020	$1,001 - $15,000	1.00	CAG0.95	SellSell	Joint	Jun 5, 2020	$1,001 - $15,000mid $8K	Stock	modelled
13	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	—	S	06/05/2020	07/01/2020	$1,001 - $15,000	1.00	DG0.95	SellSell	Joint	Jun 5, 2020	$1,001 - $15,000mid $8K	Stock	modelled
14	JT	Essential Utilities, Inc. (WTRg) [ST] other: F ILINg S TATUS : New S UBHOLDINg O F : DSL Living Trust > Bank of New York Brokerage Account 340	—	S	06/04/2020	07/01/2020	$1,001 - $15,000	1.00	WTRG0.95	SellSell	Joint	Jun 4, 2020	$1,001 - $15,000mid $8K	Stock	modelled
15	JT	genuine Parts Company (gPC) [ST] other: F ILINg S TATUS : New S UBHOLDINg O F : DSL Living Trust > Bank of New York Brokerage Account 340	—	P	06/09/2020	07/01/2020	$1,001 - $15,000	1.00	GPC0.95	BuyBuy	Joint	Jun 9, 2020	$1,001 - $15,000mid $8K	Stock	modelled
16	JT	Herc Holdings Inc. (HRI) [ST] other: F ILINg S TATUS : New S UBHOLDINg O F : DSL Living Trust > Bank of New York Brokerage Account 340	HRI	P	06/05/2020	07/01/2020	$1,001 - $15,000	1.00	HRI0.98	BuyBuy	Joint	Jun 5, 2020	$1,001 - $15,000mid $8K	Stock	modelled
17	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	06/05/2020	07/01/2020	$1,001 - $15,000	1.00	HXL0.98	BuyBuy	Joint	Jun 5, 2020	$1,001 - $15,000mid $8K	Stock	modelled
18	JT	IHS Markit Ltd. Common Shares (INFO) [ST] other: F ILINg S TATUS : New S UBHOLDINg O F : DSL Living Trust > Bank of New York Brokerage Account 340	INFO	S (partial)	06/05/2020	07/01/2020	$1,001 - $15,000	1.00	INFO0.95	PartialPartial sale	Joint	Jun 5, 2020	$1,001 - $15,000mid $8K	Stock	Reviewmodelled
19	JT	IQVIA Holdings, Inc. (IQV) [ST] other: F ILINg S TATUS : New S UBHOLDINg O F : DSL Living Trust > Bank of New York Brokerage Account 340	IQV	S (partial)	06/04/2020	07/01/2020	$1,001 - $15,000	1.00	IQV0.98	PartialPartial sale	Joint	Jun 4, 2020	$1,001 - $15,000mid $8K	Stock	modelled
20	JT	Kroger Company (KR) [ST] other: F ILINg S TATUS : New S UBHOLDINg O F : DSL Living Trust > Bank of New York Brokerage Account 340	KR	S	06/05/2020	07/01/2020	$1,001 - $15,000	1.00	KR0.98	SellSell	Joint	Jun 5, 2020	$1,001 - $15,000mid $8K	Stock	modelled
21	JT	Lamb 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	LW	P	06/05/2020	07/01/2020	$1,001 - $15,000	1.00	LW0.98	BuyBuy	Joint	Jun 5, 2020	$1,001 - $15,000mid $8K	Stock	modelled
22	JT	Liberty Broadband Corporation - Class A (LBRDA) [ST] other: F ILINg S TATUS : New S UBHOLDINg O F : DSL Living Trust > Bank of New York Brokerage Account 340	LBRDA	S	06/05/2020	07/01/2020	$1,001 - $15,000	1.00	LBRDK0.95	SellSell	Joint	Jun 5, 2020	$1,001 - $15,000mid $8K	Stock	Reviewmodelled
23	JT	Mattel, Inc. (MAT) [ST] other: F ILINg S TATUS : New S UBHOLDINg O F : DSL Living Trust > Bank of New York Brokerage Account 340	MAT	P	06/23/2020	07/01/2020	$1,001 - $15,000	1.00	MAT0.98	BuyBuy	Joint	Jun 23, 2020	$1,001 - $15,000mid $8K	Stock	modelled
24	JT	NMI Holdings Inc (NMIH) [ST] other: F ILINg S TATUS : New S UBHOLDINg O F : DSL Living Trust > Bank of New York Brokerage Account 340	NMIH	P	06/05/2020	07/01/2020	$1,001 - $15,000	1.00	NMIH0.98	BuyBuy	Joint	Jun 5, 2020	$1,001 - $15,000mid $8K	Stock	modelled
25	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	OKE	P	06/05/2020	07/01/2020	$1,001 - $15,000	1.00	OKE0.98	BuyBuy	Joint	Jun 5, 2020	$1,001 - $15,000mid $8K	Stock	modelled
26	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	OKE	P	06/09/2020	07/01/2020	$1,001 - $15,000	1.00	OKE0.98	BuyBuy	Joint	Jun 9, 2020	$1,001 - $15,000mid $8K	Stock	modelled
27	JT	Park Hotels & Resorts Inc. (PK) [ST] other: F ILINg S TATUS : New S UBHOLDINg O F : DSL Living Trust > Bank of New York Brokerage Account 340	PK	P	06/05/2020	07/01/2020	$1,001 - $15,000	1.00	PK0.98	BuyBuy	Joint	Jun 5, 2020	$1,001 - $15,000mid $8K	Stock	modelled
28	JT	Park Hotels & Resorts Inc. (PK) [ST] other: F ILINg S TATUS : New S UBHOLDINg O F : DSL Living Trust > Bank of New York Brokerage Account 340	PK	S (partial)	06/29/2020	07/01/2020	$1,001 - $15,000	1.00	PK0.98	PartialPartial sale	Joint	Jun 29, 2020	$1,001 - $15,000mid $8K	Stock	modelled
29	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	06/24/2020	07/01/2020	$1,001 - $15,000	1.00	PLNT0.98	SellSell	Joint	Jun 24, 2020	$1,001 - $15,000mid $8K	Stock	modelled
30	JT	Realty Income Corporation (O) [ST] other: F ILINg S TATUS : New S UBHOLDINg O F : DSL Living Trust > Bank of New York Brokerage Account 340	O	P	06/09/2020	07/01/2020	$1,001 - $15,000	1.00	O0.98	BuyBuy	Joint	Jun 9, 2020	$1,001 - $15,000mid $8K	Stock	modelled
31	JT	Reynolds 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	REYN	S	06/05/2020	07/01/2020	$1,001 - $15,000	1.00	REYN0.98	SellSell	Joint	Jun 5, 2020	$1,001 - $15,000mid $8K	Stock	modelled
32	JT	Sabre Corporation (SABR) [ST] other: F ILINg S TATUS : New S UBHOLDINg O F : DSL Living Trust > Bank of New York Brokerage Account 340	SABR	P	06/05/2020	07/01/2020	$1,001 - $15,000	1.00	SABR0.98	BuyBuy	Joint	Jun 5, 2020	$1,001 - $15,000mid $8K	Stock	modelled
33	JT	Sabre Corporation (SABR) [ST] other: F ILINg S TATUS : New S UBHOLDINg O F : DSL Living Trust > Bank of New York Brokerage Account 340	SABR	P	06/04/2020	07/01/2020	$1,001 - $15,000	1.00	SABR0.98	BuyBuy	Joint	Jun 4, 2020	$1,001 - $15,000mid $8K	Stock	modelled
34	JT	Sabre Corporation (SABR) [ST] other: F ILINg S TATUS : New S UBHOLDINg O F : DSL Living Trust > Bank of New York Brokerage Account 340	SABR	P	06/03/2020	07/01/2020	$1,001 - $15,000	1.00	SABR0.98	BuyBuy	Joint	Jun 3, 2020	$1,001 - $15,000mid $8K	Stock	modelled
35	JT	Scotts 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	—	S	06/05/2020	07/01/2020	$1,001 - $15,000	1.00	SMG0.95	SellSell	Joint	Jun 5, 2020	$1,001 - $15,000mid $8K	Stock	modelled
36	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	STOR	P	06/09/2020	07/01/2020	$1,001 - $15,000	1.00	—0.60	BuyBuy	Joint	Jun 9, 2020	$1,001 - $15,000mid $8K	Stock	Reviewnot modelled
37	JT	Sysco Corporation (SYY) [ST] other: F ILINg S TATUS : New S UBHOLDINg O F : DSL Living Trust > Bank of New York Brokerage Account 340	SYY	S (partial)	06/29/2020	07/01/2020	$1,001 - $15,000	1.00	SYY0.98	PartialPartial sale	Joint	Jun 29, 2020	$1,001 - $15,000mid $8K	Stock	modelled
38	JT	TJX Companies, Inc. (TJX) [ST] other: F ILINg S TATUS : New S UBHOLDINg O F : DSL Living Trust > Bank of New York Brokerage Account 340	TJX	S (partial)	06/29/2020	07/01/2020	$1,001 - $15,000	1.00	TJX0.98	PartialPartial sale	Joint	Jun 29, 2020	$1,001 - $15,000mid $8K	Stock	modelled
39	JT	T-Mobile US, Inc. (TMUS) [ST] other: F ILINg S TATUS : New S UBHOLDINg O F : DSL Living Trust > Bank of New York Brokerage Account 340 D ESCRIPTION : T-Mobiles US Inc- Rights 12/25/50 Received As A Result Of Distribution Market Value: $0.00	TMUS	P	06/26/2020	07/01/2020	$.01	1.00	TMUS0.98	BuyBuy	Joint	Jun 26, 2020	$.01	Stock	Reviewnot modelled
40	JT	Ulta Beauty, Inc. (ULTA) [ST] other: F ILINg S TATUS : New S UBHOLDINg O F : DSL Living Trust > Bank of New York Brokerage Account 340	ULTA	S	06/23/2020	07/01/2020	$1,001 - $15,000	1.00	ULTA0.98	SellSell	Joint	Jun 23, 2020	$1,001 - $15,000mid $8K	Stock	modelled
41	JT	Waste Management, Inc. (WM) [ST] other: F ILINg S TATUS : New S UBHOLDINg O F : DSL Living Trust > Bank of New York Brokerage Account 340	WM	S	06/05/2020	07/01/2020	$1,001 - $15,000	1.00	WM0.98	SellSell	Joint	Jun 5, 2020	$1,001 - $15,000mid $8K	Stock	modelled
42	JT	Western Digital Corporation (WDC) [ST] other: F ILINg S TATUS : New S UBHOLDINg O F : DSL Living Trust > Bank of New York Brokerage Account 340	WDC	S (partial)	06/29/2020	07/01/2020	$1,001 - $15,000	1.00	WDC0.98	PartialPartial sale	Joint	Jun 29, 2020	$1,001 - $15,000mid $8K	Stock	modelled
43	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	P	06/03/2020	07/01/2020	$1,001 - $15,000	1.00	WH0.98	BuyBuy	Joint	Jun 3, 2020	$1,001 - $15,000mid $8K	Stock	modelled
44	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	P	06/05/2020	07/01/2020	$1,001 - $15,000	1.00	WH0.98	BuyBuy	Joint	Jun 5, 2020	$1,001 - $15,000mid $8K	Stock	modelled