Filing audit view

20018720Parsed

DSara Jacobs · House · ptr · filed May 28, 2021

Official filing metadata

Filer (as printed): Hon. Sara Jacobs
Office (as printed): CA53
Chamber: House
Filing type: ptr
Filing date: May 28, 2021
Filing year: 2021
Document format: pdf

Processing (ours)

Status: Parsed
Rows parsed: 42
Parser version: house_pdf_v1
Fetched: Sep 9, 2026
Parsed: Sep 9, 2026
Internal id: 2196

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 · 42

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	—	Accenture plc Class A Ordinary Shares (ACN) [ST] other: F ILINg S TATUS : New S UbHOLDINg O F : Sara Jacobs Trust U/A DTD 09/01/2009 > Merrill Lynch - SJ Trillium	ACN	S	04/09/2021	05/11/2021	$50,001 - $100,000	1.00	ACN0.98	SellSell	Self	Apr 9, 2021	$50,001 - $100,000mid $75K	Stock	modelled
2	—	AFLAC Incorporated (AFL) [ST] other: F ILINg S TATUS : New S UbHOLDINg O F : Sara Jacobs Trust U/A DTD 09/01/2009 > Merrill Lynch - SJ Trillium	AFL	S	04/09/2021	05/11/2021	$50,001 - $100,000	1.00	AFL0.98	SellSell	Self	Apr 9, 2021	$50,001 - $100,000mid $75K	Stock	modelled
3	—	Anthem, Inc. (ANTM) [ST] other: F ILINg S TATUS : New S UbHOLDINg O F : Sara Jacobs Trust U/A DTD 09/01/2009 > Merrill Lynch - SJ Trillium	ANTM	S	04/09/2021	05/11/2021	$50,001 - $100,000	1.00	—0.60	SellSell	Self	Apr 9, 2021	$50,001 - $100,000mid $75K	Stock	Reviewnot modelled
4	—	AstraZeneca PLC - American Depositary Shares (AZN) [ST] other: F ILINg S TATUS : New S UbHOLDINg O F : Sara Jacobs Trust U/A DTD 09/01/2009 > Merrill Lynch - SJ Trillium	AZN	S	04/09/2021	05/11/2021	$15,001 - $50,000	1.00	AZN0.98	SellSell	Self	Apr 9, 2021	$15,001 - $50,000mid $32.5K	Stock	modelled
5	—	Avalonbay Communities, Inc. (AVb) [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	04/09/2021	05/11/2021	$15,001 - $50,000	1.00	AVB0.95	SellSell	Self	Apr 9, 2021	$15,001 - $50,000mid $32.5K	Stock	modelled
6	—	Avangrid, Inc. (AgR) [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	04/09/2021	05/11/2021	$15,001 - $50,000	1.00	—0.00	SellSell	Self	Apr 9, 2021	$15,001 - $50,000mid $32.5K	Stock	not modelled
7	—	becton, Dickinson and Company (bDX) [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	04/09/2021	05/11/2021	$15,001 - $50,000	1.00	—0.90	SellSell	Self	Apr 9, 2021	$15,001 - $50,000mid $32.5K	Stock	Reviewnot modelled
8	—	blackbaud, Inc. (bLKb) [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	04/09/2021	05/11/2021	$15,001 - $50,000	1.00	BLKB0.95	SellSell	Self	Apr 9, 2021	$15,001 - $50,000mid $32.5K	Stock	modelled
9	—	Cree, Inc. (CREE) [ST] other: F ILINg S TATUS : New S UbHOLDINg O F : Sara Jacobs Trust U/A DTD 09/01/2009 > Merrill Lynch - SJ Trillium	CREE	S	04/09/2021	05/11/2021	$15,001 - $50,000	1.00	—0.60	SellSell	Self	Apr 9, 2021	$15,001 - $50,000mid $32.5K	Stock	Reviewnot modelled
10	—	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	04/09/2021	05/11/2021	$15,001 - $50,000	1.00	FSLR0.98	SellSell	Self	Apr 9, 2021	$15,001 - $50,000mid $32.5K	Stock	modelled
11	—	gilead Sciences, Inc. (gILD) [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	04/09/2021	05/11/2021	$15,001 - $50,000	1.00	GILD0.95	SellSell	Self	Apr 9, 2021	$15,001 - $50,000mid $32.5K	Stock	modelled
12	—	Hexcel Corporation (HXL) [ST] other: F ILINg S TATUS : New S UbHOLDINg O F : Sara Jacobs Trust U/A DTD 09/01/2009 > Merrill Lynch - SJ Trillium	HXL	S	04/09/2021	05/11/2021	$15,001 - $50,000	1.00	HXL0.98	SellSell	Self	Apr 9, 2021	$15,001 - $50,000mid $32.5K	Stock	modelled
13	—	Internationa Flavors & Fragrances, Inc. (IFF) [ST] other: F ILINg S TATUS : New S UbHOLDINg O F : Sara Jacobs Trust U/A DTD 09/01/2009 > Merrill Lynch - SJ Trillium	IFF	S	04/09/2021	05/11/2021	$15,001 - $50,000	1.00	IFF0.98	SellSell	Self	Apr 9, 2021	$15,001 - $50,000mid $32.5K	Stock	modelled
14	—	Interpublic group of Companies, Inc. (IPg) [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	04/09/2021	05/11/2021	$15,001 - $50,000	1.00	—0.00	SellSell	Self	Apr 9, 2021	$15,001 - $50,000mid $32.5K	Stock	not modelled
15	—	Jones Lang LaSalle Incorporated (JLL) [ST] other: F ILINg S TATUS : New S UbHOLDINg O F : Sara Jacobs Trust U/A DTD 09/01/2009 > Merrill Lynch - SJ Trillium	JLL	S	04/09/2021	05/11/2021	$15,001 - $50,000	1.00	JLL0.98	SellSell	Self	Apr 9, 2021	$15,001 - $50,000mid $32.5K	Stock	modelled
16	—	Lamb Weston Holdings, Inc. (LW) [ST] other: F ILINg S TATUS : New S UbHOLDINg O F : Sara Jacobs Trust U/A DTD 09/01/2009 > Merrill Lynch - SJ Trillium	LW	S	04/09/2021	05/11/2021	$15,001 - $50,000	1.00	LW0.98	SellSell	Self	Apr 9, 2021	$15,001 - $50,000mid $32.5K	Stock	modelled
17	—	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	—	S	04/09/2021	05/11/2021	$50,001 - $100,000	1.00	—0.00	SellSell	Self	Apr 9, 2021	$50,001 - $100,000mid $75K	Stock	not modelled
18	—	Linde plc Ordinary Share (LIN) [ST] other: F ILINg S TATUS : New S UbHOLDINg O F : Sara Jacobs Trust U/A DTD 09/01/2009 > Merrill Lynch - SJ Trillium	LIN	S	04/09/2021	05/11/2021	$50,001 - $100,000	1.00	LIN0.98	SellSell	Self	Apr 9, 2021	$50,001 - $100,000mid $75K	Stock	modelled
19	—	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	S	04/09/2021	05/11/2021	$15,001 - $50,000	1.00	LPLA0.98	SellSell	Self	Apr 9, 2021	$15,001 - $50,000mid $32.5K	Stock	modelled
20	—	McCormick & Company, Incorporated (MKC) [ST] other: F ILINg S TATUS : New S UbHOLDINg O F : Sara Jacobs Trust U/A DTD 09/01/2009 > Merrill Lynch - SJ Trillium	MKC	S	04/09/2021	05/11/2021	$15,001 - $50,000	1.00	MKC0.98	SellSell	Self	Apr 9, 2021	$15,001 - $50,000mid $32.5K	Stock	modelled
21	—	Medtronic plc. Ordinary Shares (MDT) [ST] other: F ILINg S TATUS : New S UbHOLDINg O F : Sara Jacobs Trust U/A DTD 09/01/2009 > Merrill Lynch - SJ Trillium	MDT	S	04/09/2021	05/11/2021	$50,001 - $100,000	1.00	MDT0.98	SellSell	Self	Apr 9, 2021	$50,001 - $100,000mid $75K	Stock	modelled
22	—	Merck & Company, Inc. Common Stock (MRK) [ST] other: F ILINg S TATUS : New S UbHOLDINg O F : Sara Jacobs Trust U/A DTD 09/01/2009 > Merrill Lynch - SJ Trillium	MRK	S	04/09/2021	05/11/2021	$50,001 - $100,000	1.00	MRK0.98	SellSell	Self	Apr 9, 2021	$50,001 - $100,000mid $75K	Stock	modelled
23	—	New York Times Company (NYT) [ST] other: F ILINg S TATUS : New S UbHOLDINg O F : Sara Jacobs Trust U/A DTD 09/01/2009 > Merrill Lynch - SJ Trillium	NYT	S	04/09/2021	05/11/2021	$50,001 - $100,000	1.00	NYT0.98	SellSell	Self	Apr 9, 2021	$50,001 - $100,000mid $75K	Stock	modelled
24	—	Omnicell, Inc. (OMCL) [ST] other: F ILINg S TATUS : New S UbHOLDINg O F : Sara Jacobs Trust U/A DTD 09/01/2009 > Merrill Lynch - SJ Trillium	OMCL	S	04/09/2021	05/11/2021	$50,001 - $100,000	1.00	OMCL0.98	SellSell	Self	Apr 9, 2021	$50,001 - $100,000mid $75K	Stock	modelled
25	—	Ormat Technologies, Inc. (ORA) [ST] other: F ILINg S TATUS : New S UbHOLDINg O F : Sara Jacobs Trust U/A DTD 09/01/2009 > Merrill Lynch - SJ Trillium	ORA	S	04/09/2021	05/11/2021	$15,001 - $50,000	1.00	ORA0.98	SellSell	Self	Apr 9, 2021	$15,001 - $50,000mid $32.5K	Stock	modelled
26	—	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	S	04/09/2021	05/11/2021	$15,001 - $50,000	1.00	PAYC0.98	SellSell	Self	Apr 9, 2021	$15,001 - $50,000mid $32.5K	Stock	modelled
27	—	Procter & gamble Company (Pg) [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	04/09/2021	05/11/2021	$50,001 - $100,000	1.00	PG0.95	SellSell	Self	Apr 9, 2021	$50,001 - $100,000mid $75K	Stock	modelled
28	—	Quest Diagnostics Incorporated (DgX) [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	04/09/2021	05/11/2021	$50,001 - $100,000	1.00	DGX0.95	SellSell	Self	Apr 9, 2021	$50,001 - $100,000mid $75K	Stock	modelled
29	—	Reinsurance group of America, Incorporated (RgA) [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	04/09/2021	05/11/2021	$15,001 - $50,000	1.00	RGA0.95	SellSell	Self	Apr 9, 2021	$15,001 - $50,000mid $32.5K	Stock	modelled
30	—	San Diego CO CA RgL Transn Rev Sub Ltd bDS b 5.0%; Due 04/01/2045 [gS] other: F ILINg S TATUS : New S UbHOLDINg O F : Sara Jacobs Trust U/A DTD 09/01/2009 > Merrill Lynch - SJ Muni	—	P	04/21/2021	05/11/2021	$100,001 - $250,000	1.00	—0.00	BuyBuy	Self	Apr 21, 2021	$100,001 - $250,000mid $175K	Unknown	Reviewnot modelled
31	—	SbA Communications Corporation - Class A (SbAC) [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	04/09/2021	05/11/2021	$50,001 - $100,000	1.00	SBAC0.95	SellSell	Self	Apr 9, 2021	$50,001 - $100,000mid $75K	Stock	modelled
32	—	Starbucks Corporation (SbUX) [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	04/09/2021	05/11/2021	$15,001 - $50,000	1.00	SBUX0.95	SellSell	Self	Apr 9, 2021	$15,001 - $50,000mid $32.5K	Stock	modelled
33	—	Stryker Corporation (SYK) [ST] other: F ILINg S TATUS : New S UbHOLDINg O F : Sara Jacobs Trust U/A DTD 09/01/2009 > Merrill Lynch - SJ Trillium	SYK	S	04/09/2021	05/11/2021	$15,001 - $50,000	1.00	SYK0.98	SellSell	Self	Apr 9, 2021	$15,001 - $50,000mid $32.5K	Stock	modelled
34	—	Taiwan Semiconductor Manufacturing Company Ltd. (TSM) [ST] other: F ILINg S TATUS : New S UbHOLDINg O F : Sara Jacobs Trust U/A DTD 09/01/2009 > Merrill Lynch - SJ Trillium	TSM	S	04/09/2021	05/11/2021	$50,001 - $100,000	1.00	TSM0.98	SellSell	Self	Apr 9, 2021	$50,001 - $100,000mid $75K	Stock	modelled
35	—	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	S	04/09/2021	05/11/2021	$15,001 - $50,000	1.00	TTEK0.98	SellSell	Self	Apr 9, 2021	$15,001 - $50,000mid $32.5K	Stock	modelled
36	—	The Travelers Companies, Inc. (TRV) [ST] other: F ILINg S TATUS : New S UbHOLDINg O F : Sara Jacobs Trust U/A DTD 09/01/2009 > Merrill Lynch - SJ Trillium	TRV	S	04/09/2021	05/11/2021	$50,001 - $100,000	1.00	TRV0.98	SellSell	Self	Apr 9, 2021	$50,001 - $100,000mid $75K	Stock	modelled
37	—	Tractor Supply Company (TSCO) [ST] other: F ILINg S TATUS : New S UbHOLDINg O F : Sara Jacobs Trust U/A DTD 09/01/2009 > Merrill Lynch - SJ Trillium	TSCO	S	04/09/2021	05/11/2021	$15,001 - $50,000	1.00	TSCO0.98	SellSell	Self	Apr 9, 2021	$15,001 - $50,000mid $32.5K	Stock	modelled
38	—	Unilever PLC (UL) [ST] other: F ILINg S TATUS : New S UbHOLDINg O F : Sara Jacobs Trust U/A DTD 09/01/2009 > Merrill Lynch - SJ Trillium	UL	S	04/09/2021	05/11/2021	$15,001 - $50,000	1.00	UL0.98	SellSell	Self	Apr 9, 2021	$15,001 - $50,000mid $32.5K	Stock	modelled
39	—	United Parcel Service, Inc. (UPS) [ST] other: F ILINg S TATUS : New S UbHOLDINg O F : Sara Jacobs Trust U/A DTD 09/01/2009 > Merrill Lynch - SJ Trillium	UPS	S	04/09/2021	05/11/2021	$15,001 - $50,000	1.00	UPS0.98	SellSell	Self	Apr 9, 2021	$15,001 - $50,000mid $32.5K	Stock	modelled
40	—	V.F. Corporation (VFC) [ST] other: F ILINg S TATUS : New S UbHOLDINg O F : Sara Jacobs Trust U/A DTD 09/01/2009 > Merrill Lynch - SJ Trillium	VFC	S	04/09/2021	05/11/2021	$15,001 - $50,000	1.00	VFC0.98	SellSell	Self	Apr 9, 2021	$15,001 - $50,000mid $32.5K	Stock	modelled
41	—	Verizon Communications Inc. (VZ) [ST] other: F ILINg S TATUS : New S UbHOLDINg O F : Sara Jacobs Trust U/A DTD 09/01/2009 > Merrill Lynch - SJ Trillium	VZ	S	04/09/2021	05/11/2021	$50,001 - $100,000	1.00	VZ0.98	SellSell	Self	Apr 9, 2021	$50,001 - $100,000mid $75K	Stock	modelled
42	—	Westinghouse Air brake Technologies Corporation (WAb) [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	04/09/2021	05/11/2021	$15,001 - $50,000	1.00	WAB0.95	SellSell	Self	Apr 9, 2021	$15,001 - $50,000mid $32.5K	Stock	modelled