Congress Trades
Filing audit view

20018329Parsed

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

Official filing metadata

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

Processing (ours)

Status
Parsed
Rows parsed
58
Parser version
house_pdf_v1
Fetched
Sep 9, 2026
Parsed
Sep 9, 2026
Internal id
2254

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 · 58

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
1JTAdaptHealth Corp. - Class A (AHCO) [ST]
other: F ILINg S TATUS : New S UBHOLDINg O F : DSL Living Trust > Bank of New York Brokerage Account 340
AHCOP02/11/202103/01/2021$1,001 - $15,0001.00AHCO0.98BuyBuyJointFeb 11, 2021$1,001 - $15,000mid $8KStockmodelled
2JTAdaptHealth Corp. - Class A (AHCO) [ST]
other: F ILINg S TATUS : New S UBHOLDINg O F : DSL Living Trust > Bank of New York Brokerage Account 340
AHCOP02/09/202103/01/2021$1,001 - $15,0001.00AHCO0.98BuyBuyJointFeb 9, 2021$1,001 - $15,000mid $8KStockmodelled
3JTAdvanced Energy Industries, Inc. (AEIS) [ST]
other: F ILINg S TATUS : New S UBHOLDINg O F : DSL Living Trust > Bank of New York Brokerage Account 340
AEISP02/09/202103/01/2021$1,001 - $15,0001.00AEIS0.98BuyBuyJointFeb 9, 2021$1,001 - $15,000mid $8KStockmodelled
4JTAdvanced Energy Industries, Inc. (AEIS) [ST]
other: F ILINg S TATUS : New S UBHOLDINg O F : DSL Living Trust > Bank of New York Brokerage Account 340
AEISP02/23/202103/01/2021$1,001 - $15,0001.00AEIS0.98BuyBuyJointFeb 23, 2021$1,001 - $15,000mid $8KStockmodelled
5JTAdvanced Energy Industries, Inc. (AEIS) [ST]
other: F ILINg S TATUS : New S UBHOLDINg O F : DSL Living Trust > Bank of New York Brokerage Account 340
AEISP02/12/202103/01/2021$1,001 - $15,0001.00AEIS0.98BuyBuyJointFeb 12, 2021$1,001 - $15,000mid $8KStockmodelled
6JTAllegro MicroSystems, Inc. (ALgM) [ST]
other: F ILINg S TATUS : New S UBHOLDINg O F : DSL Living Trust > Bank of New York Brokerage Account 340
—P02/12/202103/01/2021$1,001 - $15,0001.00ALGM0.95BuyBuyJointFeb 12, 2021$1,001 - $15,000mid $8KStockmodelled
7JTAllegro MicroSystems, Inc. (ALgM) [ST]
other: F ILINg S TATUS : New S UBHOLDINg O F : DSL Living Trust > Bank of New York Brokerage Account 340
—P02/05/202103/01/2021$1,001 - $15,0001.00ALGM0.95BuyBuyJointFeb 5, 2021$1,001 - $15,000mid $8KStockmodelled
8JTAmericold Realty Trust Common Shares (COLD) [ST]
other: F ILINg S TATUS : New S UBHOLDINg O F : DSL Living Trust > Bank of New York Brokerage Account 340
COLDS (partial)02/25/202103/01/2021$1,001 - $15,0001.00COLD0.98PartialPartial saleJointFeb 25, 2021$1,001 - $15,000mid $8KStockmodelled
9JTBaker Hughes Company Class A (BKR) [ST]
other: F ILINg S TATUS : New S UBHOLDINg O F : DSL Living Trust > Bank of New York Brokerage Account 340
BKRP02/23/202103/01/2021$1,001 - $15,0001.00BKR0.98BuyBuyJointFeb 23, 2021$1,001 - $15,000mid $8KStockmodelled
10JTBaker Hughes Company Class A (BKR) [ST]
other: F ILINg S TATUS : New S UBHOLDINg O F : DSL Living Trust > Bank of New York Brokerage Account 340
BKRP02/25/202103/01/2021$1,001 - $15,0001.00BKR0.98BuyBuyJointFeb 25, 2021$1,001 - $15,000mid $8KStockmodelled
11JTBally's Corporation (BALY) [ST]
other: F ILINg S TATUS : New S UBHOLDINg O F : DSL Living Trust > Bank of New York Brokerage Account 340
BALYP02/25/202103/01/2021$1,001 - $15,0001.00BALY0.98BuyBuyJointFeb 25, 2021$1,001 - $15,000mid $8KStockmodelled
12JTBerry 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
BERYS (partial)02/12/202103/01/2021$1,001 - $15,0001.00—0.60PartialPartial saleJointFeb 12, 2021$1,001 - $15,000mid $8KStockReviewnot modelled
13JTBrooks Automation, Inc. (BRKS) [ST]
other: F ILINg S TATUS : New S UBHOLDINg O F : DSL Living Trust > Bank of New York Brokerage Account 340
BRKSP02/09/202103/01/2021$1,001 - $15,0001.00—0.60BuyBuyJointFeb 9, 2021$1,001 - $15,000mid $8KStockReviewnot modelled
14JTBrooks Automation, Inc. (BRKS) [ST]
other: F ILINg S TATUS : New S UBHOLDINg O F : DSL Living Trust > Bank of New York Brokerage Account 340
BRKSP02/23/202103/01/2021$1,001 - $15,0001.00—0.60BuyBuyJointFeb 23, 2021$1,001 - $15,000mid $8KStockReviewnot modelled
15JTBuilders FirstSource, Inc. (BLDR) [ST]
other: F ILINg S TATUS : New S UBHOLDINg O F : DSL Living Trust > Bank of New York Brokerage Account 340
BLDRP02/09/202103/01/2021$1,001 - $15,0001.00BLDR0.98BuyBuyJointFeb 9, 2021$1,001 - $15,000mid $8KStockmodelled
16JTCadence Design Systems, Inc. (CDNS) [ST]
other: F ILINg S TATUS : New S UBHOLDINg O F : DSL Living Trust > Bank of New York Brokerage Account 340
CDNSP02/23/202103/01/2021$1,001 - $15,0001.00CDNS0.98BuyBuyJointFeb 23, 2021$1,001 - $15,000mid $8KStockmodelled
17JTCadence Design Systems, Inc. (CDNS) [ST]
other: F ILINg S TATUS : New S UBHOLDINg O F : DSL Living Trust > Bank of New York Brokerage Account 340
CDNSP02/12/202103/01/2021$1,001 - $15,0001.00CDNS0.98BuyBuyJointFeb 12, 2021$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
CNCS (partial)02/19/202103/01/2021$1,001 - $15,0001.00CNC0.98PartialPartial saleJointFeb 19, 2021$1,001 - $15,000mid $8KStockmodelled
19JTCharter 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)02/19/202103/01/2021$1,001 - $15,0001.00CHTR0.98PartialPartial saleJointFeb 19, 2021$1,001 - $15,000mid $8KStockmodelled
20JTCharter 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
CHTRS02/23/202103/01/2021$1,001 - $15,0001.00CHTR0.98SellSellJointFeb 23, 2021$1,001 - $15,000mid $8KStockmodelled
21JTChegg, Inc. (CHgg) [ST]
other: F ILINg S TATUS : New S UBHOLDINg O F : DSL Living Trust > Bank of New York Brokerage Account 340
—P02/23/202103/01/2021$1,001 - $15,0001.00CHGG0.95BuyBuyJointFeb 23, 2021$1,001 - $15,000mid $8KStockmodelled
22JTChegg, Inc. (CHgg) [ST]
other: F ILINg S TATUS : New S UBHOLDINg O F : DSL Living Trust > Bank of New York Brokerage Account 340
—P02/17/202103/01/2021$1,001 - $15,0001.00CHGG0.95BuyBuyJointFeb 17, 2021$1,001 - $15,000mid $8KStockmodelled
23JTCrown 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)02/05/202103/01/2021$1,001 - $15,0001.00CCI0.98PartialPartial saleJointFeb 5, 2021$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
CCIS02/12/202103/01/2021$1,001 - $15,0001.00CCI0.98SellSellJointFeb 12, 2021$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)02/09/202103/01/2021$1,001 - $15,0001.00DELL0.98PartialPartial saleJointFeb 9, 2021$1,001 - $15,000mid $8KStockmodelled
26JTDomino'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
DPZP02/25/202103/01/2021$1,001 - $15,0001.00DPZ0.98BuyBuyJointFeb 25, 2021$1,001 - $15,000mid $8KStockmodelled
27JTDover Corporation (DOV) [ST]
other: F ILINg S TATUS : New S UBHOLDINg O F : DSL Living Trust > Bank of New York Brokerage Account 340
DOVS02/05/202103/01/2021$1,001 - $15,0001.00DOV0.98SellSellJointFeb 5, 2021$1,001 - $15,000mid $8KStockmodelled
28JTEcolab 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)02/19/202103/01/2021$1,001 - $15,0001.00ECL0.98PartialPartial saleJointFeb 19, 2021$1,001 - $15,000mid $8KStockmodelled
29JTEcolab 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)02/09/202103/01/2021$1,001 - $15,0001.00ECL0.98PartialPartial saleJointFeb 9, 2021$1,001 - $15,000mid $8KStockmodelled
30JTEvoqua Water Technologies Corp. (AQUA) [ST]
other: F ILINg S TATUS : New S UBHOLDINg O F : DSL Living Trust > Bank of New York Brokerage Account 340
AQUAP02/18/202103/01/2021$1,001 - $15,0001.00—0.60BuyBuyJointFeb 18, 2021$1,001 - $15,000mid $8KStockReviewnot modelled
31JTFidelity 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)02/19/202103/01/2021$1,001 - $15,0001.00FIS0.98PartialPartial saleJointFeb 19, 2021$1,001 - $15,000mid $8KStockmodelled
32JTFidelity 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)02/09/202103/01/2021$1,001 - $15,0001.00FIS0.98PartialPartial saleJointFeb 9, 2021$1,001 - $15,000mid $8KStockmodelled
33JTgoDaddy 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
—P02/12/202103/01/2021$1,001 - $15,0001.00—0.90BuyBuyJointFeb 12, 2021$1,001 - $15,000mid $8KStockReviewnot modelled
34JTgraphic 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
—S02/12/202103/01/2021$1,001 - $15,0001.00GPK0.95SellSellJointFeb 12, 2021$1,001 - $15,000mid $8KStockmodelled
35JTHCA 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)02/09/202103/01/2021$1,001 - $15,0001.00HCA0.98PartialPartial saleJointFeb 9, 2021$1,001 - $15,000mid $8KStockmodelled
36JTL3Harris Technologies, Inc. (LHX) [ST]
other: F ILINg S TATUS : New S UBHOLDINg O F : DSL Living Trust > Bank of New York Brokerage Account 340
LHXS (partial)02/05/202103/01/2021$1,001 - $15,0001.00LHX0.98PartialPartial saleJointFeb 5, 2021$1,001 - $15,000mid $8KStockmodelled
37JTL3Harris Technologies, Inc. (LHX) [ST]
other: F ILINg S TATUS : New S UBHOLDINg O F : DSL Living Trust > Bank of New York Brokerage Account 340
LHXS02/12/202103/01/2021$1,001 - $15,0001.00LHX0.98SellSellJointFeb 12, 2021$1,001 - $15,000mid $8KStockmodelled
38JTLamb 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
LWP02/23/202103/01/2021$1,001 - $15,0001.00LW0.98BuyBuyJointFeb 23, 2021$1,001 - $15,000mid $8KStockmodelled
39JTLear Corporation (LEA) [ST]
other: F ILINg S TATUS : New S UBHOLDINg O F : DSL Living Trust > Bank of New York Brokerage Account 340
LEAP02/25/202103/01/2021$1,001 - $15,0001.00LEA0.98BuyBuyJointFeb 25, 2021$1,001 - $15,000mid $8KStockmodelled
40JTLear Corporation (LEA) [ST]
other: F ILINg S TATUS : New S UBHOLDINg O F : DSL Living Trust > Bank of New York Brokerage Account 340
LEAP02/09/202103/01/2021$1,001 - $15,0001.00LEA0.98BuyBuyJointFeb 9, 2021$1,001 - $15,000mid $8KStockmodelled
41JTLeslie's, Inc. (LESL) [ST]
other: F ILINg S TATUS : New S UBHOLDINg O F : DSL Living Trust > Bank of New York Brokerage Account 340
LESLP02/11/202103/01/2021$1,001 - $15,0001.00LESL0.98BuyBuyJointFeb 11, 2021$1,001 - $15,000mid $8KStockmodelled
42JTLeslie's, Inc. (LESL) [ST]
other: F ILINg S TATUS : New S UBHOLDINg O F : DSL Living Trust > Bank of New York Brokerage Account 340
LESLP02/18/202103/01/2021$1,001 - $15,0001.00LESL0.98BuyBuyJointFeb 18, 2021$1,001 - $15,000mid $8KStockmodelled
43JTMarvell Technology group Ltd. (MRVL) [ST]
other: F ILINg S TATUS : New S UBHOLDINg O F : DSL Living Trust > Bank of New York Brokerage Account 340
MRVLS (partial)02/09/202103/01/2021$1,001 - $15,0001.00MRVL0.98PartialPartial saleJointFeb 9, 2021$1,001 - $15,000mid $8KStockmodelled
44JTPool Corporation (POOL) [ST]
other: F ILINg S TATUS : New S UBHOLDINg O F : DSL Living Trust > Bank of New York Brokerage Account 340
POOLP02/23/202103/01/2021$1,001 - $15,0001.00POOL0.98BuyBuyJointFeb 23, 2021$1,001 - $15,000mid $8KStockmodelled
45JTRackspace Technology, Inc. (RXT) [ST]
other: F ILINg S TATUS : New S UBHOLDINg O F : DSL Living Trust > Bank of New York Brokerage Account 340
RXTP02/19/202103/01/2021$1,001 - $15,0001.00RXT0.98BuyBuyJointFeb 19, 2021$1,001 - $15,000mid $8KStockmodelled
46JTRealty Income Corporation (O) [ST]
other: F ILINg S TATUS : New S UBHOLDINg O F : DSL Living Trust > Bank of New York Brokerage Account 340
OS (partial)02/25/202103/01/2021$1,001 - $15,0001.00O0.98PartialPartial saleJointFeb 25, 2021$1,001 - $15,000mid $8KStockmodelled
47JTSTORE Capital Corporation (STOR) [ST]
other: F ILINg S TATUS : New S UBHOLDINg O F : DSL Living Trust > Bank of New York Brokerage Account 340
STORS (partial)02/25/202103/01/2021$1,001 - $15,0001.00—0.60PartialPartial saleJointFeb 25, 2021$1,001 - $15,000mid $8KStockReviewnot modelled
48JTTeledyne Technologies Incorporated (TDY) [ST]
other: F ILINg S TATUS : New S UBHOLDINg O F : DSL Living Trust > Bank of New York Brokerage Account 340
TDYS (partial)02/05/202103/01/2021$1,001 - $15,0001.00TDY0.98PartialPartial saleJointFeb 5, 2021$1,001 - $15,000mid $8KStockmodelled
49JTTeradyne, Inc. (TER) [ST]
other: F ILINg S TATUS : New S UBHOLDINg O F : DSL Living Trust > Bank of New York Brokerage Account 340
TERP02/23/202103/01/2021$1,001 - $15,0001.00TER0.98BuyBuyJointFeb 23, 2021$1,001 - $15,000mid $8KStockmodelled
50JTT-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
TMUSS (partial)02/09/202103/01/2021$1,001 - $15,0001.00TMUS0.98PartialPartial saleJointFeb 9, 2021$1,001 - $15,000mid $8KStockmodelled
51JTT-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
TMUSS02/23/202103/01/2021$1,001 - $15,0001.00TMUS0.98SellSellJointFeb 23, 2021$1,001 - $15,000mid $8KStockmodelled
52JTT-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
TMUSS (partial)02/19/202103/01/2021$1,001 - $15,0001.00TMUS0.98PartialPartial saleJointFeb 19, 2021$1,001 - $15,000mid $8KStockmodelled
53JTTransUnion (TRU) [ST]
other: F ILINg S TATUS : New S UBHOLDINg O F : DSL Living Trust > Bank of New York Brokerage Account 340
TRUP02/25/202103/01/2021$1,001 - $15,0001.00TRU0.98BuyBuyJointFeb 25, 2021$1,001 - $15,000mid $8KStockmodelled
54JTUnder 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
UAAS (partial)02/12/202103/01/2021$1,001 - $15,0001.00UAA0.98PartialPartial saleJointFeb 12, 2021$1,001 - $15,000mid $8KStockmodelled
55JTWayfair Inc. Class A (W) [ST]
other: F ILINg S TATUS : New S UBHOLDINg O F : DSL Living Trust > Bank of New York Brokerage Account 340
WP02/11/202103/01/2021$1,001 - $15,0001.00W0.98BuyBuyJointFeb 11, 2021$1,001 - $15,000mid $8KStockmodelled
56JTWESCO International, Inc. (WCC) [ST]
other: F ILINg S TATUS : New S UBHOLDINg O F : DSL Living Trust > Bank of New York Brokerage Account 340
WCCP02/09/202103/01/2021$1,001 - $15,0001.00WCC0.98BuyBuyJointFeb 9, 2021$1,001 - $15,000mid $8KStockmodelled
57JTWyndham 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
WHS02/11/202103/01/2021$1,001 - $15,0001.00WH0.98SellSellJointFeb 11, 2021$1,001 - $15,000mid $8KStockmodelled
58JTZillow group, Inc. - Class C Capital Stock (Z) [ST]
other: F ILINg S TATUS : New S UBHOLDINg O F : DSL Living Trust > Bank of New York Brokerage Account 340
ZP02/23/202103/01/2021$1,001 - $15,0001.00Z0.98BuyBuyJointFeb 23, 2021$1,001 - $15,000mid $8KStockmodelled