Official filing metadata
- Filer (as printed)
- Hon. Susie Lee
- Office (as printed)
- NV03
- Chamber
- House
- Filing type
- ptr
- Filing date
- Jun 14, 2021
- Filing year
- 2021
- Document format
Processing (ours)
- Status
- Parsed
- Rows parsed
- 63
- Parser version
- house_pdf_v1
- Fetched
- Sep 9, 2026
- Parsed
- Sep 9, 2026
- Internal id
- 2257
row 25: 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 · 63
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 | JT | AdaptHealth 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 | AHCO | P | 05/26/2021 | 06/01/2021 | $1,001 - $15,000 | 1.00 | AHCO0.98 | BuyBuy | Joint | May 26, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 2 | JT | Advanced 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 | AEIS | S | 05/21/2021 | 06/01/2021 | $1,001 - $15,000 | 1.00 | AEIS0.98 | SellSell | Joint | May 21, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 3 | JT | AgCO Corporation (AgCO) [ST] other: F ILINg S TATUS : New S UBHOLDINg O F : DSL Living Trust > Bank of New York Brokerage Account 340 | — | P | 05/14/2021 | 06/01/2021 | $1,001 - $15,000 | 1.00 | AGCO0.95 | BuyBuy | Joint | May 14, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 4 | JT | Allegro MicroSystems, Inc. (ALgM) [ST] other: F ILINg S TATUS : New S UBHOLDINg O F : DSL Living Trust > Bank of New York Brokerage Account 340 | — | S | 05/26/2021 | 06/01/2021 | $1,001 - $15,000 | 1.00 | ALGM0.95 | SellSell | Joint | May 26, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 5 | JT | Bally's Corporation (BALY) [ST] other: F ILINg S TATUS : New S UBHOLDINg O F : DSL Living Trust > Bank of New York Brokerage Account 340 | BALY | S | 05/26/2021 | 06/01/2021 | $1,001 - $15,000 | 1.00 | BALY0.98 | SellSell | Joint | May 26, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 6 | 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 | P | 05/14/2021 | 06/01/2021 | $1,001 - $15,000 | 1.00 | BFAM0.98 | BuyBuy | Joint | May 14, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 7 | 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 | P | 05/26/2021 | 06/01/2021 | $1,001 - $15,000 | 1.00 | BFAM0.98 | BuyBuy | Joint | May 26, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 8 | JT | Brooks Automation, Inc. (BRKS) [ST] other: F ILINg S TATUS : New S UBHOLDINg O F : DSL Living Trust > Bank of New York Brokerage Account 340 | BRKS | S | 05/21/2021 | 06/01/2021 | $1,001 - $15,000 | 1.00 | —0.60 | SellSell | Joint | May 21, 2021 | $1,001 - $15,000mid $8K | Stock | Reviewnot 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 | 05/14/2021 | 06/01/2021 | $1,001 - $15,000 | 1.00 | BLDR0.98 | BuyBuy | Joint | May 14, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 10 | JT | Caesars Entertainment, Inc. (CZR) [ST] other: F ILINg S TATUS : New S UBHOLDINg O F : DSL Living Trust > Bank of New York Brokerage Account 340 | CZR | P | 05/26/2021 | 06/01/2021 | $1,001 - $15,000 | 1.00 | CZR0.98 | BuyBuy | Joint | May 26, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 11 | JT | Caesars Entertainment, Inc. (CZR) [ST] other: F ILINg S TATUS : New S UBHOLDINg O F : DSL Living Trust > Bank of New York Brokerage Account 340 | CZR | P | 05/14/2021 | 06/01/2021 | $1,001 - $15,000 | 1.00 | CZR0.98 | BuyBuy | Joint | May 14, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 12 | JT | Camping World Holdings, Inc. Class A Commom Stock (CWH) [ST] other: F ILINg S TATUS : New S UBHOLDINg O F : DSL Living Trust > Bank of New York Brokerage Account 340 | CWH | P | 05/14/2021 | 06/01/2021 | $1,001 - $15,000 | 1.00 | CWH0.98 | BuyBuy | Joint | May 14, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 13 | JT | Carrier global Corporation (CARR) [ST] other: F ILINg S TATUS : New S UBHOLDINg O F : DSL Living Trust > Bank of New York Brokerage Account 340 | CARR | P | 05/14/2021 | 06/01/2021 | $1,001 - $15,000 | 1.00 | CARR0.98 | BuyBuy | Joint | May 14, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 14 | JT | Carrier global Corporation (CARR) [ST] other: F ILINg S TATUS : New S UBHOLDINg O F : DSL Living Trust > Bank of New York Brokerage Account 340 | CARR | P | 05/26/2021 | 06/01/2021 | $1,001 - $15,000 | 1.00 | CARR0.98 | BuyBuy | Joint | May 26, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 15 | JT | CDK global, Inc. (CDK) [ST] other: F ILINg S TATUS : New S UBHOLDINg O F : DSL Living Trust > Bank of New York Brokerage Account 340 | CDK | S | 05/11/2021 | 06/01/2021 | $1,001 - $15,000 | 1.00 | —0.60 | SellSell | Joint | May 11, 2021 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 16 | JT | Centene Corporation (CNC) [ST] other: F ILINg S TATUS : New S UBHOLDINg O F : DSL Living Trust > Bank of New York Brokerage Account 340 | CNC | S | 05/11/2021 | 06/01/2021 | $1,001 - $15,000 | 1.00 | CNC0.98 | SellSell | Joint | May 11, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 17 | JT | Chegg, Inc. (CHgg) [ST] other: F ILINg S TATUS : New S UBHOLDINg O F : DSL Living Trust > Bank of New York Brokerage Account 340 | — | S | 05/26/2021 | 06/01/2021 | $1,001 - $15,000 | 1.00 | CHGG0.95 | SellSell | Joint | May 26, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 18 | JT | Churchill Downs, Incorporated (CHDN) [ST] other: F ILINg S TATUS : New S UBHOLDINg O F : DSL Living Trust > Bank of New York Brokerage Account 340 | CHDN | P | 05/14/2021 | 06/01/2021 | $1,001 - $15,000 | 1.00 | CHDN0.98 | BuyBuy | Joint | May 14, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 19 | 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 | 05/26/2021 | 06/01/2021 | $1,001 - $15,000 | 1.00 | CCC0.95 | BuyBuy | Joint | May 26, 2021 | $1,001 - $15,000mid $8K | Stock | Reviewmodelled |
| 20 | JT | CommScope Holding Company, Inc. (COMM) [ST] other: F ILINg S TATUS : New S UBHOLDINg O F : DSL Living Trust > Bank of New York Brokerage Account 340 | COMM | P | 05/26/2021 | 06/01/2021 | $1,001 - $15,000 | 1.00 | —0.60 | BuyBuy | Joint | May 26, 2021 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 21 | JT | CommScope Holding Company, Inc. (COMM) [ST] other: F ILINg S TATUS : New S UBHOLDINg O F : DSL Living Trust > Bank of New York Brokerage Account 340 | COMM | P | 05/27/2021 | 06/01/2021 | $1,001 - $15,000 | 1.00 | —0.60 | BuyBuy | Joint | May 27, 2021 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 22 | JT | Constellation Brands, Inc. (STZ) [ST] other: F ILINg S TATUS : New S UBHOLDINg O F : DSL Living Trust > Bank of New York Brokerage Account 340 | STZ | S (partial) | 05/18/2021 | 06/01/2021 | $1,001 - $15,000 | 1.00 | STZ0.98 | PartialPartial sale | Joint | May 18, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 23 | JT | Dine 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 | DIN | S (partial) | 05/26/2021 | 06/01/2021 | $1,001 - $15,000 | 1.00 | DIN0.98 | PartialPartial sale | Joint | May 26, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 24 | JT | Dine 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 | DIN | S | 05/27/2021 | 06/01/2021 | $1,001 - $15,000 | 1.00 | DIN0.98 | SellSell | Joint | May 27, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 25 | JT | Dollar Tree, Inc. (DLTR) [ST] other: F ILINg S TATUS : New S UBHOLDINg O F : DSL Living Trust > Bank of New York Brokerage Account 340 | DLTR | S (partial) | 05/27/2021 | 06/01/2021 | $1,001 - $15,000 | 0.70 | DLTR0.98 | PartialPartial sale | Joint | May 27, 2021 | $1,001 - $15,000mid $8K | Stock | Reviewmodelled |
| 26 | JT | FleetCor Technologies, Inc. (FLT) [ST] other: F ILINg S TATUS : New S UBHOLDINg O F : DSL Living Trust > Bank of New York Brokerage Account 340 | FLT | S | 05/11/2021 | 06/01/2021 | $1,001 - $15,000 | 1.00 | —0.60 | SellSell | Joint | May 11, 2021 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 27 | JT | FMC Corporation (FMC) [ST] other: F ILINg S TATUS : New S UBHOLDINg O F : DSL Living Trust > Bank of New York Brokerage Account 340 | FMC | S | 05/26/2021 | 06/01/2021 | $1,001 - $15,000 | 1.00 | FMC0.98 | SellSell | Joint | May 26, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 28 | JT | gFL Environmental Inc. Subordinate voting shares, no par value (gFL) [ST] other: F ILINg S TATUS : New S UBHOLDINg O F : DSL Living Trust > Bank of New York Brokerage Account 340 | — | P | 05/14/2021 | 06/01/2021 | $1,001 - $15,000 | 1.00 | —0.00 | BuyBuy | Joint | May 14, 2021 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 29 | JT | global Payments Inc. (gPN) [ST] other: F ILINg S TATUS : New S UBHOLDINg O F : DSL Living Trust > Bank of New York Brokerage Account 340 | — | S (partial) | 05/18/2021 | 06/01/2021 | $1,001 - $15,000 | 1.00 | GPN0.95 | PartialPartial sale | Joint | May 18, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 30 | JT | Hannon Armstrong Sustainable Infrastructure Capital, Inc. (HASI) [ST] other: F ILINg S TATUS : New S UBHOLDINg O F : DSL Living Trust > Bank of New York Brokerage Account 340 | HASI | S | 05/11/2021 | 06/01/2021 | $1,001 - $15,000 | 1.00 | HASI0.98 | SellSell | Joint | May 11, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 31 | JT | Hologic, Inc. (HOLX) [ST] other: F ILINg S TATUS : New S UBHOLDINg O F : DSL Living Trust > Bank of New York Brokerage Account 340 | HOLX | S | 05/26/2021 | 06/01/2021 | $1,001 - $15,000 | 1.00 | —0.60 | SellSell | Joint | May 26, 2021 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 32 | JT | L Brands, Inc. (LTD) [ST] other: F ILINg S TATUS : New S UBHOLDINg O F : DSL Living Trust > Bank of New York Brokerage Account 340 | LTD | P | 05/14/2021 | 06/01/2021 | $1,001 - $15,000 | 1.00 | LTD0.95 | BuyBuy | Joint | May 14, 2021 | $1,001 - $15,000mid $8K | Stock | Reviewmodelled |
| 33 | 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 | S | 05/11/2021 | 06/01/2021 | $1,001 - $15,000 | 1.00 | LW0.98 | SellSell | Joint | May 11, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 34 | JT | Live Nation Entertainment, Inc. (LYV) [ST] other: F ILINg S TATUS : New S UBHOLDINg O F : DSL Living Trust > Bank of New York Brokerage Account 340 | LYV | P | 05/26/2021 | 06/01/2021 | $1,001 - $15,000 | 1.00 | LYV0.98 | BuyBuy | Joint | May 26, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 35 | JT | Live Nation Entertainment, Inc. (LYV) [ST] other: F ILINg S TATUS : New S UBHOLDINg O F : DSL Living Trust > Bank of New York Brokerage Account 340 | LYV | P | 05/14/2021 | 06/01/2021 | $1,001 - $15,000 | 1.00 | LYV0.98 | BuyBuy | Joint | May 14, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 36 | JT | MarketAxess Holdings, Inc. (MKTX) [ST] other: F ILINg S TATUS : New S UBHOLDINg O F : DSL Living Trust > Bank of New York Brokerage Account 340 | MKTX | S | 05/18/2021 | 06/01/2021 | $1,001 - $15,000 | 1.00 | MKTX0.98 | SellSell | Joint | May 18, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 37 | JT | Molson Coors Beverage Company Class B (TAP) [ST] other: F ILINg S TATUS : New S UBHOLDINg O F : DSL Living Trust > Bank of New York Brokerage Account 340 | TAP | P | 05/14/2021 | 06/01/2021 | $1,001 - $15,000 | 1.00 | TAP0.98 | BuyBuy | Joint | May 14, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 38 | JT | Palo Alto Networks, Inc. (PANW) [ST] other: F ILINg S TATUS : New S UBHOLDINg O F : DSL Living Trust > Bank of New York Brokerage Account 340 | PANW | P | 05/26/2021 | 06/01/2021 | $1,001 - $15,000 | 1.00 | PANW0.98 | BuyBuy | Joint | May 26, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 39 | JT | Performance Food group Company (PFgC) [ST] other: F ILINg S TATUS : New S UBHOLDINg O F : DSL Living Trust > Bank of New York Brokerage Account 340 | — | P | 05/26/2021 | 06/01/2021 | $1,001 - $15,000 | 1.00 | PFGC0.95 | BuyBuy | Joint | May 26, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 40 | 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 | P | 05/26/2021 | 06/01/2021 | $1,001 - $15,000 | 1.00 | PLNT0.98 | BuyBuy | Joint | May 26, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 41 | JT | Polaris Inc. (PII) [ST] other: F ILINg S TATUS : New S UBHOLDINg O F : DSL Living Trust > Bank of New York Brokerage Account 340 | PII | P | 05/14/2021 | 06/01/2021 | $1,001 - $15,000 | 1.00 | PII0.98 | BuyBuy | Joint | May 14, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 42 | JT | Pultegroup, Inc. (PHM) [ST] other: F ILINg S TATUS : New S UBHOLDINg O F : DSL Living Trust > Bank of New York Brokerage Account 340 | PHM | P | 05/26/2021 | 06/01/2021 | $1,001 - $15,000 | 1.00 | PHM0.98 | BuyBuy | Joint | May 26, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 43 | JT | Pultegroup, Inc. (PHM) [ST] other: F ILINg S TATUS : New S UBHOLDINg O F : DSL Living Trust > Bank of New York Brokerage Account 340 | PHM | P | 05/14/2021 | 06/01/2021 | $1,001 - $15,000 | 1.00 | PHM0.98 | BuyBuy | Joint | May 14, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 44 | JT | Rackspace Technology, Inc. (RXT) [ST] other: F ILINg S TATUS : New S UBHOLDINg O F : DSL Living Trust > Bank of New York Brokerage Account 340 | RXT | P | 05/14/2021 | 06/01/2021 | $1,001 - $15,000 | 1.00 | RXT0.98 | BuyBuy | Joint | May 14, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 45 | 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 | S | 05/04/2021 | 06/01/2021 | $1,001 - $15,000 | 1.00 | SABR0.98 | SellSell | Joint | May 4, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 46 | JT | Service 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 | SVC | S | 05/26/2021 | 06/01/2021 | $1,001 - $15,000 | 1.00 | SVC0.98 | SellSell | Joint | May 26, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 47 | JT | Service 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 | SVC | S (partial) | 05/21/2021 | 06/01/2021 | $1,001 - $15,000 | 1.00 | SVC0.98 | PartialPartial sale | Joint | May 21, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 48 | JT | Shift4 Payments, Inc. Class A (FOUR) [ST] other: F ILINg S TATUS : New S UBHOLDINg O F : DSL Living Trust > Bank of New York Brokerage Account 340 | FOUR | P | 05/26/2021 | 06/01/2021 | $1,001 - $15,000 | 1.00 | FOUR0.98 | BuyBuy | Joint | May 26, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 49 | JT | Stanley Black & Decker, Inc. (SWK) [ST] other: F ILINg S TATUS : New S UBHOLDINg O F : DSL Living Trust > Bank of New York Brokerage Account 340 | SWK | P | 05/14/2021 | 06/01/2021 | $1,001 - $15,000 | 1.00 | SWK0.98 | BuyBuy | Joint | May 14, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 50 | JT | Stanley Black & Decker, Inc. (SWK) [ST] other: F ILINg S TATUS : New S UBHOLDINg O F : DSL Living Trust > Bank of New York Brokerage Account 340 | SWK | P | 05/26/2021 | 06/01/2021 | $1,001 - $15,000 | 1.00 | SWK0.98 | BuyBuy | Joint | May 26, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 51 | JT | Synchrony Financial (SYF) [ST] other: F ILINg S TATUS : New S UBHOLDINg O F : DSL Living Trust > Bank of New York Brokerage Account 340 | SYF | P | 05/27/2021 | 06/01/2021 | $1,001 - $15,000 | 1.00 | SYF0.98 | BuyBuy | Joint | May 27, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 52 | JT | Synchrony Financial (SYF) [ST] other: F ILINg S TATUS : New S UBHOLDINg O F : DSL Living Trust > Bank of New York Brokerage Account 340 | SYF | P | 05/26/2021 | 06/01/2021 | $1,001 - $15,000 | 1.00 | SYF0.98 | BuyBuy | Joint | May 26, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 53 | JT | Synchrony Financial (SYF) [ST] other: F ILINg S TATUS : New S UBHOLDINg O F : DSL Living Trust > Bank of New York Brokerage Account 340 | SYF | P | 05/14/2021 | 06/01/2021 | $1,001 - $15,000 | 1.00 | SYF0.98 | BuyBuy | Joint | May 14, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 54 | JT | Teledyne Technologies Incorporated (TDY) [ST] other: F ILINg S TATUS : New S UBHOLDINg O F : DSL Living Trust > Bank of New York Brokerage Account 340 | TDY | P | 05/26/2021 | 06/01/2021 | $1,001 - $15,000 | 1.00 | TDY0.98 | BuyBuy | Joint | May 26, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 55 | JT | The goodyear Tire & Rubber Company (gT) [ST] other: F ILINg S TATUS : New S UBHOLDINg O F : DSL Living Trust > Bank of New York Brokerage Account 340 | — | P | 05/14/2021 | 06/01/2021 | $1,001 - $15,000 | 1.00 | GT0.95 | BuyBuy | Joint | May 14, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 56 | JT | Travel Leisure Co. Common Stock (TNL) [ST] other: F ILINg S TATUS : New S UBHOLDINg O F : DSL Living Trust > Bank of New York Brokerage Account 340 | TNL | P | 05/26/2021 | 06/01/2021 | $1,001 - $15,000 | 1.00 | TNL0.98 | BuyBuy | Joint | May 26, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 57 | JT | Travel Leisure Co. Common Stock (TNL) [ST] other: F ILINg S TATUS : New S UBHOLDINg O F : DSL Living Trust > Bank of New York Brokerage Account 340 | TNL | P | 05/14/2021 | 06/01/2021 | $1,001 - $15,000 | 1.00 | TNL0.98 | BuyBuy | Joint | May 14, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 58 | JT | Under 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 | UAA | P | 05/14/2021 | 06/01/2021 | $1,001 - $15,000 | 1.00 | UAA0.98 | BuyBuy | Joint | May 14, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 59 | JT | Vivint Smart Home, Inc. (VVNT) [ST] other: F ILINg S TATUS : New S UBHOLDINg O F : DSL Living Trust > Bank of New York Brokerage Account 340 | VVNT | S | 05/24/2021 | 06/01/2021 | $1,001 - $15,000 | 1.00 | —0.60 | SellSell | Joint | May 24, 2021 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 60 | JT | Whirlpool Corporation (WHR) [ST] other: F ILINg S TATUS : New S UBHOLDINg O F : DSL Living Trust > Bank of New York Brokerage Account 340 | WHR | P | 05/14/2021 | 06/01/2021 | $1,001 - $15,000 | 1.00 | WHR0.98 | BuyBuy | Joint | May 14, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 61 | JT | Williams-Sonoma, Inc. Common Stock (WSM) [ST] other: F ILINg S TATUS : New S UBHOLDINg O F : DSL Living Trust > Bank of New York Brokerage Account 340 | WSM | S (partial) | 05/27/2021 | 06/01/2021 | $1,001 - $15,000 | 1.00 | WSM0.98 | PartialPartial sale | Joint | May 27, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 62 | JT | Workday, Inc. - Class A (WDAY) [ST] other: F ILINg S TATUS : New S UBHOLDINg O F : DSL Living Trust > Bank of New York Brokerage Account 340 | WDAY | S | 05/18/2021 | 06/01/2021 | $1,001 - $15,000 | 1.00 | WDAY0.98 | SellSell | Joint | May 18, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 63 | JT | Zillow 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 | Z | S | 05/21/2021 | 06/01/2021 | $1,001 - $15,000 | 1.00 | Z0.98 | SellSell | Joint | May 21, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |