Official filing metadata
- Filer (as printed)
- Sara Jacobs
- Office (as printed)
- CA53
- Chamber
- House
- Filing type
- ptr
- Filing date
- Mar 12, 2021
- Filing year
- 2021
- Document format
Processing (ours)
- Status
- Parsed
- Rows parsed
- 10
- Parser version
- house_pdf_v1
- Fetched
- Sep 9, 2026
- Parsed
- Sep 9, 2026
- Internal id
- 2195
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 · 10
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 | — | Analog Devices, Inc. (ADI) [ST] other: F ILINg S TATUS : New S UbhOLDINg O F : Sara Jacobs Trust U/A DTD 09/01/2009 > Merrill Lynch - SJ Trillium | ADI | S | 02/19/2021 | 03/05/2021 | $50,001 - $100,000 | 1.00 | ADI0.98 | SellSell | Self | Feb 19, 2021 | $50,001 - $100,000mid $75K | Stock | modelled |
| 2 | — | ASML holding N.V. - New York Registry Shares (ASML) [ST] other: F ILINg S TATUS : New S UbhOLDINg O F : Sara Jacobs Trust U/A DTD 09/01/2009 > Merrill Lynch - SJ Trillium | ASML | S (partial) | 02/19/2021 | 03/05/2021 | $15,001 - $50,000 | 1.00 | ASML0.98 | PartialPartial sale | Self | Feb 19, 2021 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 3 | — | First Solar, Inc. (FSLR) [ST] other: F ILINg S TATUS : New S UbhOLDINg O F : Sara Jacobs Trust U/A DTD 09/01/2009 > Merrill Lynch - SJ Trillium | FSLR | S (partial) | 02/19/2021 | 03/05/2021 | $1,001 - $15,000 | 1.00 | FSLR0.98 | PartialPartial sale | Self | Feb 19, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 4 | — | LhC group - common stock (LhCg) [ST] other: F ILINg S TATUS : New S UbhOLDINg O F : Sara Jacobs Trust U/A DTD 09/01/2009 > Merrill Lynch - SJ Trillium | — | P | 02/19/2021 | 03/05/2021 | $15,001 - $50,000 | 1.00 | —0.00 | BuyBuy | Self | Feb 19, 2021 | $15,001 - $50,000mid $32.5K | Stock | not modelled |
| 5 | — | LPL Financial holdings Inc. (LPLA) [ST] other: F ILINg S TATUS : New S UbhOLDINg O F : Sara Jacobs Trust U/A DTD 09/01/2009 > Merrill Lynch - SJ Trillium | LPLA | P | 02/19/2021 | 03/05/2021 | $15,001 - $50,000 | 1.00 | LPLA0.98 | BuyBuy | Self | Feb 19, 2021 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 6 | — | Paycom Software, Inc. (PAYC) [ST] other: F ILINg S TATUS : New S UbhOLDINg O F : Sara Jacobs Trust U/A DTD 09/01/2009 > Merrill Lynch - SJ Trillium | PAYC | P | 02/19/2021 | 03/05/2021 | $15,001 - $50,000 | 1.00 | PAYC0.98 | BuyBuy | Self | Feb 19, 2021 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 7 | — | PayPal holdings, Inc. (PYPL) [ST] other: F ILINg S TATUS : New S UbhOLDINg O F : Sara Jacobs Trust U/A DTD 09/01/2009 > Merrill Lynch - SJ Trillium | PYPL | S (partial) | 02/19/2021 | 03/05/2021 | $15,001 - $50,000 | 1.00 | PYPL0.98 | PartialPartial sale | Self | Feb 19, 2021 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 8 | — | Tetra Tech, Inc. (TTEK) [ST] other: F ILINg S TATUS : New S UbhOLDINg O F : Sara Jacobs Trust U/A DTD 09/01/2009 > Merrill Lynch - SJ Trillium | TTEK | P | 02/19/2021 | 03/05/2021 | $15,001 - $50,000 | 1.00 | TTEK0.98 | BuyBuy | Self | Feb 19, 2021 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 9 | — | The bank of New York Mellon Corporation (bK) [ST] other: F ILINg S TATUS : New S UbhOLDINg O F : Sara Jacobs Trust U/A DTD 09/01/2009 > Merrill Lynch - SJ Trillium | — | S | 02/19/2021 | 03/05/2021 | $15,001 - $50,000 | 1.00 | BNY0.95 | SellSell | Self | Feb 19, 2021 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 10 | — | TJX Companies, Inc. (TJX) [ST] other: F ILINg S TATUS : New S UbhOLDINg O F : Sara Jacobs Trust U/A DTD 09/01/2009 > Merrill Lynch - SJ Trillium | TJX | P | 02/19/2021 | 03/05/2021 | $15,001 - $50,000 | 1.00 | TJX0.98 | BuyBuy | Self | Feb 19, 2021 | $15,001 - $50,000mid $32.5K | Stock | modelled |