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20017980Parsed

DSusie Lee · House · ptr · filed Jan 11, 2021

Official filing metadata

Filer (as printed)
Hon. Susie Lee
Office (as printed)
NV03
Chamber
House
Filing type
ptr
Filing date
Jan 11, 2021
Filing year
2021
Document format
pdf

Processing (ours)

Status
Parsed
Rows parsed
57
Parser version
house_pdf_v1
Fetched
Sep 9, 2026
Parsed
Sep 9, 2026
Internal id
2252

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 · 57

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
1JTAlbertsons 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
ACIS12/16/202001/01/2021$1,001 - $15,0001.00ACI0.98SellSellJointDec 16, 2020$1,001 - $15,000mid $8KStockmodelled
2JTAmeresco, Inc. Class A (AMRC) [ST]
other: F ILINg S TATUS : New S UBHOLDINg O F : DSL Living Trust > Bank of New York Brokerage Account 340
AMRCP12/22/202001/01/2021$1,001 - $15,0001.00AMRC0.98BuyBuyJointDec 22, 2020$1,001 - $15,000mid $8KStockmodelled
3JTAmeresco, Inc. Class A (AMRC) [ST]
other: F ILINg S TATUS : New S UBHOLDINg O F : DSL Living Trust > Bank of New York Brokerage Account 340
AMRCP12/29/202001/01/2021$1,001 - $15,0001.00AMRC0.98BuyBuyJointDec 29, 2020$1,001 - $15,000mid $8KStockmodelled
4JTAMETEK, Inc. (AME) [ST]
other: F ILINg S TATUS : New S UBHOLDINg O F : DSL Living Trust > Bank of New York Brokerage Account 340
AMES (partial)12/11/202001/01/2021$1,001 - $15,0001.00AME0.98PartialPartial saleJointDec 11, 2020$1,001 - $15,000mid $8KStockmodelled
5JTAptiv PLC Ordinary Shares (APTV) [ST]
other: F ILINg S TATUS : New S UBHOLDINg O F : DSL Living Trust > Bank of New York Brokerage Account 340
APTVP12/11/202001/01/2021$1,001 - $15,0001.00APTV0.98BuyBuyJointDec 11, 2020$1,001 - $15,000mid $8KStockmodelled
6JTBall 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)12/29/202001/01/2021$1,001 - $15,0001.00BALL0.95PartialPartial saleJointDec 29, 2020$1,001 - $15,000mid $8KStockReviewmodelled
7JTCDW Corporation (CDW) [ST]
other: F ILINg S TATUS : New S UBHOLDINg O F : DSL Living Trust > Bank of New York Brokerage Account 340
CDWP12/16/202001/01/2021$1,001 - $15,0001.00CDW0.98BuyBuyJointDec 16, 2020$1,001 - $15,000mid $8KStockmodelled
8JTCharter Communications, Inc. - Class A (CHTR) [ST]
other: F ILINg S TATUS : New S UBHOLDINg O F : DSL Living Trust > Bank of New York Brokerage Account 340
CHTRS (partial)12/10/202001/01/2021$1,001 - $15,0001.00CHTR0.98PartialPartial saleJointDec 10, 2020$1,001 - $15,000mid $8KStockmodelled
9JTCoStar group, Inc. (CSgP) [ST]
other: F ILINg S TATUS : New S UBHOLDINg O F : DSL Living Trust > Bank of New York Brokerage Account 340
—S12/22/202001/01/2021$1,001 - $15,0001.00CSGP0.95SellSellJointDec 22, 2020$1,001 - $15,000mid $8KStockmodelled
10JTDine Brands global, Inc. (DIN) [ST]
other: F ILINg S TATUS : New S UBHOLDINg O F : DSL Living Trust > Bank of New York Brokerage Account 340
DINP12/03/202001/01/2021$1,001 - $15,0001.00DIN0.98BuyBuyJointDec 3, 2020$1,001 - $15,000mid $8KStockmodelled
11JTDine Brands global, Inc. (DIN) [ST]
other: F ILINg S TATUS : New S UBHOLDINg O F : DSL Living Trust > Bank of New York Brokerage Account 340
DINP12/08/202001/01/2021$1,001 - $15,0001.00DIN0.98BuyBuyJointDec 8, 2020$1,001 - $15,000mid $8KStockmodelled
12JTDun & Bradstreet Holdings, Inc. (DNB) [ST]
other: F ILINg S TATUS : New S UBHOLDINg O F : DSL Living Trust > Bank of New York Brokerage Account 340
DNBS (partial)12/22/202001/01/2021$1,001 - $15,0001.00—0.60PartialPartial saleJointDec 22, 2020$1,001 - $15,000mid $8KStockReviewnot modelled
13JTDun & Bradstreet Holdings, Inc. (DNB) [ST]
other: F ILINg S TATUS : New S UBHOLDINg O F : DSL Living Trust > Bank of New York Brokerage Account 340
DNBS12/23/202001/01/2021$1,001 - $15,0001.00—0.60SellSellJointDec 23, 2020$1,001 - $15,000mid $8KStockReviewnot modelled
14JTFidelity National Information Services, Inc. (FIS) [ST]
other: F ILINg S TATUS : New S UBHOLDINg O F : DSL Living Trust > Bank of New York Brokerage Account 340
FISS (partial)12/29/202001/01/2021$1,001 - $15,0001.00FIS0.98PartialPartial saleJointDec 29, 2020$1,001 - $15,000mid $8KStockmodelled
15JTFortive Corporation (FTV) [ST]
other: F ILINg S TATUS : New S UBHOLDINg O F : DSL Living Trust > Bank of New York Brokerage Account 340
FTVS12/11/202001/01/2021$1,001 - $15,0001.00FTV0.98SellSellJointDec 11, 2020$1,001 - $15,000mid $8KStockmodelled
16JTgartner, Inc. (IT) [ST]
other: F ILINg S TATUS : New S UBHOLDINg O F : DSL Living Trust > Bank of New York Brokerage Account 340
ITP12/16/202001/01/2021$1,001 - $15,0001.00IT0.98BuyBuyJointDec 16, 2020$1,001 - $15,000mid $8KStockmodelled
17JTgartner, Inc. (IT) [ST]
other: F ILINg S TATUS : New S UBHOLDINg O F : DSL Living Trust > Bank of New York Brokerage Account 340
ITP12/08/202001/01/2021$1,001 - $15,0001.00IT0.98BuyBuyJointDec 8, 2020$1,001 - $15,000mid $8KStockmodelled
18JTgenuine Parts Company (gPC) [ST]
other: F ILINg S TATUS : New S UBHOLDINg O F : DSL Living Trust > Bank of New York Brokerage Account 340
—S12/03/202001/01/2021$1,001 - $15,0001.00GPC0.95SellSellJointDec 3, 2020$1,001 - $15,000mid $8KStockmodelled
19JTHill-Rom Holdings Inc (HRC) [ST]
other: F ILINg S TATUS : New S UBHOLDINg O F : DSL Living Trust > Bank of New York Brokerage Account 340
HRCS (partial)12/03/202001/01/2021$1,001 - $15,0001.00—0.60PartialPartial saleJointDec 3, 2020$1,001 - $15,000mid $8KStockReviewnot modelled
20JTHill-Rom Holdings Inc (HRC) [ST]
other: F ILINg S TATUS : New S UBHOLDINg O F : DSL Living Trust > Bank of New York Brokerage Account 340
HRCS (partial)12/16/202001/01/2021$1,001 - $15,0001.00—0.60PartialPartial saleJointDec 16, 2020$1,001 - $15,000mid $8KStockReviewnot modelled
21JTHoward Hughes Corporation (HHC) [ST]
other: F ILINg S TATUS : New S UBHOLDINg O F : DSL Living Trust > Bank of New York Brokerage Account 340
HHCP12/29/202001/01/2021$1,001 - $15,0001.00HHH0.95BuyBuyJointDec 29, 2020$1,001 - $15,000mid $8KStockReviewmodelled
22JTHoward Hughes Corporation (HHC) [ST]
other: F ILINg S TATUS : New S UBHOLDINg O F : DSL Living Trust > Bank of New York Brokerage Account 340
HHCP12/10/202001/01/2021$1,001 - $15,0001.00HHH0.95BuyBuyJointDec 10, 2020$1,001 - $15,000mid $8KStockReviewmodelled
23JTHoward Hughes Corporation (HHC) [ST]
other: F ILINg S TATUS : New S UBHOLDINg O F : DSL Living Trust > Bank of New York Brokerage Account 340
HHCP12/16/202001/01/2021$1,001 - $15,0001.00HHH0.95BuyBuyJointDec 16, 2020$1,001 - $15,000mid $8KStockReviewmodelled
24JTIHS 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
INFOS (partial)12/08/202001/01/2021$1,001 - $15,0001.00INFO0.95PartialPartial saleJointDec 8, 2020$1,001 - $15,000mid $8KStockReviewmodelled
25JTIQVIA Holdings, Inc. (IQV) [ST]
other: F ILINg S TATUS : New S UBHOLDINg O F : DSL Living Trust > Bank of New York Brokerage Account 340
IQVP12/16/202001/01/2021$1,001 - $15,0001.00IQV0.98BuyBuyJointDec 16, 2020$1,001 - $15,000mid $8KStockmodelled
26JTLaboratory 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
LHS12/16/202001/01/2021$1,001 - $15,0001.00LH0.95SellSellJointDec 16, 2020$1,001 - $15,000mid $8KStockReviewmodelled
27JTMattel, Inc. (MAT) [ST]
other: F ILINg S TATUS : New S UBHOLDINg O F : DSL Living Trust > Bank of New York Brokerage Account 340
MATP12/08/202001/01/2021$1,001 - $15,0001.00MAT0.98BuyBuyJointDec 8, 2020$1,001 - $15,000mid $8KStockmodelled
28JTMSCI Inc (MSCI) [ST]
other: F ILINg S TATUS : New S UBHOLDINg O F : DSL Living Trust > Bank of New York Brokerage Account 340
MSCIP12/22/202001/01/2021$1,001 - $15,0001.00MSCI0.98BuyBuyJointDec 22, 2020$1,001 - $15,000mid $8KStockmodelled
29JTNortonLifeLock Inc. (NLOK) [ST]
other: F ILINg S TATUS : New S UBHOLDINg O F : DSL Living Trust > Bank of New York Brokerage Account 340
NLOKP12/03/202001/01/2021$1,001 - $15,0001.00—0.60BuyBuyJointDec 3, 2020$1,001 - $15,000mid $8KStockReviewnot modelled
30JTPRA Health Sciences, Inc. (PRAH) [ST]
other: F ILINg S TATUS : New S UBHOLDINg O F : DSL Living Trust > Bank of New York Brokerage Account 340
PRAHS12/16/202001/01/2021$1,001 - $15,0001.00—0.60SellSellJointDec 16, 2020$1,001 - $15,000mid $8KStockReviewnot modelled
31JTRackspace Technology, Inc. (RXT) [ST]
other: F ILINg S TATUS : New S UBHOLDINg O F : DSL Living Trust > Bank of New York Brokerage Account 340
RXTP12/16/202001/01/2021$1,001 - $15,0001.00RXT0.98BuyBuyJointDec 16, 2020$1,001 - $15,000mid $8KStockmodelled
32JTRealogy Holdings Corp. (RLgY) [ST]
other: F ILINg S TATUS : New S UBHOLDINg O F : DSL Living Trust > Bank of New York Brokerage Account 340
—P12/11/202001/01/2021$1,001 - $15,0001.00—0.00BuyBuyJointDec 11, 2020$1,001 - $15,000mid $8KStocknot modelled
33JTRealogy Holdings Corp. (RLgY) [ST]
other: F ILINg S TATUS : New S UBHOLDINg O F : DSL Living Trust > Bank of New York Brokerage Account 340
—P12/10/202001/01/2021$1,001 - $15,0001.00—0.00BuyBuyJointDec 10, 2020$1,001 - $15,000mid $8KStocknot modelled
34JTRealty Income Corporation (O) [ST]
other: F ILINg S TATUS : New S UBHOLDINg O F : DSL Living Trust > Bank of New York Brokerage Account 340
OP12/02/202001/01/2021$1,001 - $15,0001.00O0.98BuyBuyJointDec 2, 2020$1,001 - $15,000mid $8KStockmodelled
35JTRepublic Services, Inc. (RSg) [ST]
other: F ILINg S TATUS : New S UBHOLDINg O F : DSL Living Trust > Bank of New York Brokerage Account 340
—S (partial)12/22/202001/01/2021$1,001 - $15,0001.00RSG0.95PartialPartial saleJointDec 22, 2020$1,001 - $15,000mid $8KStockmodelled
36JTRoper 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)12/11/202001/01/2021$1,001 - $15,0001.00ROP0.98PartialPartial saleJointDec 11, 2020$1,001 - $15,000mid $8KStockmodelled
37JTService 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)12/22/202001/01/2021$1,001 - $15,0001.00SCI0.98PartialPartial saleJointDec 22, 2020$1,001 - $15,000mid $8KStockmodelled
38JTService Properties Trust - Shares of Beneficial Interest (SVC) [ST]
other: F ILINg S TATUS : New S UBHOLDINg O F : DSL Living Trust > Bank of New York Brokerage Account 340
SVCP12/29/202001/01/2021$1,001 - $15,0001.00SVC0.98BuyBuyJointDec 29, 2020$1,001 - $15,000mid $8KStockmodelled
39JTSirius 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
SIRIS12/28/202001/01/2021$1,001 - $15,0001.00SIRI0.98SellSellJointDec 28, 2020$1,001 - $15,000mid $8KStockmodelled
40JTTeleflex Incorporated (TFX) [ST]
other: F ILINg S TATUS : New S UBHOLDINg O F : DSL Living Trust > Bank of New York Brokerage Account 340
TFXP12/08/202001/01/2021$1,001 - $15,0001.00TFX0.98BuyBuyJointDec 8, 2020$1,001 - $15,000mid $8KStockmodelled
41JTTeleflex Incorporated (TFX) [ST]
other: F ILINg S TATUS : New S UBHOLDINg O F : DSL Living Trust > Bank of New York Brokerage Account 340
TFXP12/03/202001/01/2021$1,001 - $15,0001.00TFX0.98BuyBuyJointDec 3, 2020$1,001 - $15,000mid $8KStockmodelled
42JTTeleflex Incorporated (TFX) [ST]
other: F ILINg S TATUS : New S UBHOLDINg O F : DSL Living Trust > Bank of New York Brokerage Account 340
TFXP12/16/202001/01/2021$1,001 - $15,0001.00TFX0.98BuyBuyJointDec 16, 2020$1,001 - $15,000mid $8KStockmodelled
43JTTetra Tech, Inc. (TTEK) [ST]
other: F ILINg S TATUS : New S UBHOLDINg O F : DSL Living Trust > Bank of New York Brokerage Account 340
TTEKP12/22/202001/01/2021$1,001 - $15,0001.00TTEK0.98BuyBuyJointDec 22, 2020$1,001 - $15,000mid $8KStockmodelled
44JTThe AZEK Company Inc. Class A (AZEK) [ST]
other: F ILINg S TATUS : New S UBHOLDINg O F : DSL Living Trust > Bank of New York Brokerage Account 340
AZEKP12/16/202001/01/2021$1,001 - $15,0001.00—0.60BuyBuyJointDec 16, 2020$1,001 - $15,000mid $8KStockReviewnot modelled
45JTUnder Armour, Inc. Class A (UAA) [ST]
other: F ILINg S TATUS : New S UBHOLDINg O F : DSL Living Trust > Bank of New York Brokerage Account 340
UAAP12/08/202001/01/2021$1,001 - $15,0001.00UAA0.98BuyBuyJointDec 8, 2020$1,001 - $15,000mid $8KStockmodelled
46JTUnder Armour, Inc. Class A (UAA) [ST]
other: F ILINg S TATUS : New S UBHOLDINg O F : DSL Living Trust > Bank of New York Brokerage Account 340
UAAP12/03/202001/01/2021$1,001 - $15,0001.00UAA0.98BuyBuyJointDec 3, 2020$1,001 - $15,000mid $8KStockmodelled
47JTVertiv Holdings, LLC Class A (VRT) [ST]
other: F ILINg S TATUS : New S UBHOLDINg O F : DSL Living Trust > Bank of New York Brokerage Account 340
VRTP12/11/202001/01/2021$1,001 - $15,0001.00VRT0.98BuyBuyJointDec 11, 2020$1,001 - $15,000mid $8KStockmodelled
48JTVontier Corporation (VNT) [ST]
other: F ILINg S TATUS : New S UBHOLDINg O F : DSL Living Trust > Bank of New York Brokerage Account 340
VNTP12/11/202001/01/2021$1,001 - $15,0001.00VNT0.98BuyBuyJointDec 11, 2020$1,001 - $15,000mid $8KStockmodelled
49JTWESCO International, Inc. (WCC) [ST]
other: F ILINg S TATUS : New S UBHOLDINg O F : DSL Living Trust > Bank of New York Brokerage Account 340
WCCP12/11/202001/01/2021$1,001 - $15,0001.00WCC0.98BuyBuyJointDec 11, 2020$1,001 - $15,000mid $8KStockmodelled
50JTWestlake Chemical Corporation (WLK) [ST]
other: F ILINg S TATUS : New S UBHOLDINg O F : DSL Living Trust > Bank of New York Brokerage Account 340
WLKP12/10/202001/01/2021$1,001 - $15,0001.00WLK0.98BuyBuyJointDec 10, 2020$1,001 - $15,000mid $8KStockmodelled
51JTWestlake Chemical Corporation (WLK) [ST]
other: F ILINg S TATUS : New S UBHOLDINg O F : DSL Living Trust > Bank of New York Brokerage Account 340
WLKP12/16/202001/01/2021$1,001 - $15,0001.00WLK0.98BuyBuyJointDec 16, 2020$1,001 - $15,000mid $8KStockmodelled
52JTWestrock Company (WRK) [ST]
other: F ILINg S TATUS : New S UBHOLDINg O F : DSL Living Trust > Bank of New York Brokerage Account 340
WRKP12/16/202001/01/2021$1,001 - $15,0001.00—0.60BuyBuyJointDec 16, 2020$1,001 - $15,000mid $8KStockReviewnot modelled
53JTWestrock Company (WRK) [ST]
other: F ILINg S TATUS : New S UBHOLDINg O F : DSL Living Trust > Bank of New York Brokerage Account 340
WRKP12/10/202001/01/2021$1,001 - $15,0001.00—0.60BuyBuyJointDec 10, 2020$1,001 - $15,000mid $8KStockReviewnot modelled
54JTZebra 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)12/08/202001/01/2021$1,001 - $15,0001.00ZBRA0.98PartialPartial saleJointDec 8, 2020$1,001 - $15,000mid $8KStockmodelled
55JTZimmer 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
ZBHP12/03/202001/01/2021$1,001 - $15,0001.00ZBH0.98BuyBuyJointDec 3, 2020$1,001 - $15,000mid $8KStockmodelled
56JTZimmer 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
ZBHP12/16/202001/01/2021$1,001 - $15,0001.00ZBH0.98BuyBuyJointDec 16, 2020$1,001 - $15,000mid $8KStockmodelled
57JTZimmer 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
ZBHP12/08/202001/01/2021$1,001 - $15,0001.00ZBH0.98BuyBuyJointDec 8, 2020$1,001 - $15,000mid $8KStockmodelled