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20019023Parsed

DSusie Lee · House · ptr · filed Jul 13, 2021

Official filing metadata

Filer (as printed)
Hon. Susie Lee
Office (as printed)
NV03
Chamber
House
Filing type
ptr
Filing date
Jul 13, 2021
Filing year
2021
Document format
pdf

Processing (ours)

Status
Parsed
Rows parsed
63
Parser version
house_pdf_v1
Fetched
Sep 9, 2026
Parsed
Sep 9, 2026
Internal id
2258

row 16: stray text in ['cap']: gfedc

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
Raw filing rows beside their normalized interpretation
Official · as printed in the filingNormalized · our interpretation
#OwnerAssetTickerTypeTx dateNotifiedAmountConf.TickerTypeOwnerTx dateAmountClassFlags
1JTAgCO Corporation (AgCO) [ST]
other: F ILINg S TATUS : New S UBHOLDINg O F : DSL Living Trust > Bank of New York Brokerage Account 340
—S06/10/202107/01/2021$1,001 - $15,0001.00AGCO0.95SellSellJointJun 10, 2021$1,001 - $15,000mid $8KStockmodelled
2JTAlly Financial Inc. (ALYF) [ST]
other: F ILINg S TATUS : New S UBHOLDINg O F : DSL Living Trust > Bank of New York Brokerage Account 340
ALYFP06/15/202107/01/2021$1,001 - $15,0001.00ALLY0.95BuyBuyJointJun 15, 2021$1,001 - $15,000mid $8KStockReviewmodelled
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
AMRCS06/17/202107/01/2021$1,001 - $15,0001.00AMRC0.98SellSellJointJun 17, 2021$1,001 - $15,000mid $8KStockmodelled
4JTArthur J. gallagher & Co. (AJg) [ST]
other: F ILINg S TATUS : New S UBHOLDINg O F : DSL Living Trust > Bank of New York Brokerage Account 340
—P06/21/202107/01/2021$1,001 - $15,0001.00AJG0.95BuyBuyJointJun 21, 2021$1,001 - $15,000mid $8KStockmodelled
5JTBaker Hughes Incorporated (BHI) [ST]
other: F ILINg S TATUS : New S UBHOLDINg O F : DSL Living Trust > Bank of New York Brokerage Account 340
BHIS06/23/202107/01/2021$1,001 - $15,0001.00BKR0.95SellSellJointJun 23, 2021$1,001 - $15,000mid $8KStockReviewmodelled
6JTBall Corporation (BLL) [ST]
other: F ILINg S TATUS : New S UBHOLDINg O F : DSL Living Trust > Bank of New York Brokerage Account 340
BLLP06/23/202107/01/2021$1,001 - $15,0001.00BALL0.95BuyBuyJointJun 23, 2021$1,001 - $15,000mid $8KStockReviewmodelled
7JTBall Corporation (BLL) [ST]
other: F ILINg S TATUS : New S UBHOLDINg O F : DSL Living Trust > Bank of New York Brokerage Account 340
BLLP06/10/202107/01/2021$1,001 - $15,0001.00BALL0.95BuyBuyJointJun 10, 2021$1,001 - $15,000mid $8KStockReviewmodelled
8JTBlack Knight, Inc. (BKI) [ST]
other: F ILINg S TATUS : New S UBHOLDINg O F : DSL Living Trust > Bank of New York Brokerage Account 340
BKIP06/17/202107/01/2021$1,001 - $15,0001.00—0.60BuyBuyJointJun 17, 2021$1,001 - $15,000mid $8KStockReviewnot modelled
9JTBlack Knight, Inc. (BKI) [ST]
other: F ILINg S TATUS : New S UBHOLDINg O F : DSL Living Trust > Bank of New York Brokerage Account 340
BKIP06/23/202107/01/2021$1,001 - $15,0001.00—0.60BuyBuyJointJun 23, 2021$1,001 - $15,000mid $8KStockReviewnot modelled
10JTBlack Knight, Inc. (BKI) [ST]
other: F ILINg S TATUS : New S UBHOLDINg O F : DSL Living Trust > Bank of New York Brokerage Account 340
BKIP06/10/202107/01/2021$1,001 - $15,0001.00—0.60BuyBuyJointJun 10, 2021$1,001 - $15,000mid $8KStockReviewnot modelled
11JTCadence 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
CDNSS06/09/202107/01/2021$1,001 - $15,0001.00CDNS0.98SellSellJointJun 9, 2021$1,001 - $15,000mid $8KStockmodelled
12JTCaesars Entertainment, Inc. (CZR) [ST]
other: F ILINg S TATUS : New S UBHOLDINg O F : DSL Living Trust > Bank of New York Brokerage Account 340
CZRP06/28/202107/01/2021$1,001 - $15,0001.00CZR0.98BuyBuyJointJun 28, 2021$1,001 - $15,000mid $8KStockmodelled
13JTCaesars Entertainment, Inc. (CZR) [ST]
other: F ILINg S TATUS : New S UBHOLDINg O F : DSL Living Trust > Bank of New York Brokerage Account 340
CZRP06/23/202107/01/2021$1,001 - $15,0001.00CZR0.98BuyBuyJointJun 23, 2021$1,001 - $15,000mid $8KStockmodelled
14JTCamping 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
CWHS06/10/202107/01/2021$1,001 - $15,0001.00CWH0.98SellSellJointJun 10, 2021$1,001 - $15,000mid $8KStockmodelled
15JTCarrier global Corporation (CARR) [ST]
other: F ILINg S TATUS : New S UBHOLDINg O F : DSL Living Trust > Bank of New York Brokerage Account 340
CARRP06/28/202107/01/2021$1,001 - $15,0001.00CARR0.98BuyBuyJointJun 28, 2021$1,001 - $15,000mid $8KStockmodelled
16JTCarrier global Corporation (CARR) [ST]
other: F ILINg S TATUS : New S UBHOLDINg O F : DSL Living Trust > Bank of New York Brokerage Account 340
CARRP06/23/202107/01/2021$1,001 - $15,0000.70CARR0.98BuyBuyJointJun 23, 2021$1,001 - $15,000mid $8KStockReviewmodelled
17JTChurchill Downs, Incorporated (CHDN) [ST]
other: F ILINg S TATUS : New S UBHOLDINg O F : DSL Living Trust > Bank of New York Brokerage Account 340
CHDNP06/28/202107/01/2021$1,001 - $15,0001.00CHDN0.98BuyBuyJointJun 28, 2021$1,001 - $15,000mid $8KStockmodelled
18JTClarivate 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
CCCP06/21/202107/01/2021$1,001 - $15,0001.00CCC0.95BuyBuyJointJun 21, 2021$1,001 - $15,000mid $8KStockReviewmodelled
19JTCommScope 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
COMMP06/28/202107/01/2021$1,001 - $15,0001.00—0.60BuyBuyJointJun 28, 2021$1,001 - $15,000mid $8KStockReviewnot modelled
20JTCushman & Wakefield plc Ordinary Shares (CWK) [ST]
other: F ILINg S TATUS : New S UBHOLDINg O F : DSL Living Trust > Bank of New York Brokerage Account 340
CWKP06/17/202107/01/2021$1,001 - $15,0001.00CWK0.98BuyBuyJointJun 17, 2021$1,001 - $15,000mid $8KStockmodelled
21JTCushman & Wakefield plc Ordinary Shares (CWK) [ST]
other: F ILINg S TATUS : New S UBHOLDINg O F : DSL Living Trust > Bank of New York Brokerage Account 340
CWKP06/23/202107/01/2021$1,001 - $15,0001.00CWK0.98BuyBuyJointJun 23, 2021$1,001 - $15,000mid $8KStockmodelled
22JTCushman & Wakefield plc Ordinary Shares (CWK) [ST]
other: F ILINg S TATUS : New S UBHOLDINg O F : DSL Living Trust > Bank of New York Brokerage Account 340
CWKP06/21/202107/01/2021$1,001 - $15,0001.00CWK0.98BuyBuyJointJun 21, 2021$1,001 - $15,000mid $8KStockmodelled
23JTCushman & Wakefield plc Ordinary Shares (CWK) [ST]
other: F ILINg S TATUS : New S UBHOLDINg O F : DSL Living Trust > Bank of New York Brokerage Account 340
CWKP06/28/202107/01/2021$1,001 - $15,0001.00CWK0.98BuyBuyJointJun 28, 2021$1,001 - $15,000mid $8KStockmodelled
24JTDomino'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
DPZS (partial)06/17/202107/01/2021$1,001 - $15,0001.00DPZ0.98PartialPartial saleJointJun 17, 2021$1,001 - $15,000mid $8KStockmodelled
25JTDomino'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
DPZS06/21/202107/01/2021$1,001 - $15,0001.00DPZ0.98SellSellJointJun 21, 2021$1,001 - $15,000mid $8KStockmodelled
26JTElanco Animal Health Incorporated (ELAN) [ST]
other: F ILINg S TATUS : New S UBHOLDINg O F : DSL Living Trust > Bank of New York Brokerage Account 340
ELANP06/10/202107/01/2021$1,001 - $15,0001.00ELAN0.98BuyBuyJointJun 10, 2021$1,001 - $15,000mid $8KStockmodelled
27JTElanco Animal Health Incorporated (ELAN) [ST]
other: F ILINg S TATUS : New S UBHOLDINg O F : DSL Living Trust > Bank of New York Brokerage Account 340
ELANP06/21/202107/01/2021$1,001 - $15,0001.00ELAN0.98BuyBuyJointJun 21, 2021$1,001 - $15,000mid $8KStockmodelled
28JTgoDaddy 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
—P06/23/202107/01/2021$1,001 - $15,0001.00—0.90BuyBuyJointJun 23, 2021$1,001 - $15,000mid $8KStockReviewnot modelled
29JTHCA Healthcare, Inc. (HCA) [ST]
other: F ILINg S TATUS : New S UBHOLDINg O F : DSL Living Trust > Bank of New York Brokerage Account 340
HCAP06/15/202107/01/2021$1,001 - $15,0001.00HCA0.98BuyBuyJointJun 15, 2021$1,001 - $15,000mid $8KStockmodelled
30JTL Brands, Inc. (LTD) [ST]
other: F ILINg S TATUS : New S UBHOLDINg O F : DSL Living Trust > Bank of New York Brokerage Account 340
LTDP06/23/202107/01/2021$1,001 - $15,0001.00LTD0.95BuyBuyJointJun 23, 2021$1,001 - $15,000mid $8KStockReviewmodelled
31JTLear Corporation (LEA) [ST]
other: F ILINg S TATUS : New S UBHOLDINg O F : DSL Living Trust > Bank of New York Brokerage Account 340
LEAS06/21/202107/01/2021$1,001 - $15,0001.00LEA0.98SellSellJointJun 21, 2021$1,001 - $15,000mid $8KStockmodelled
32JTLeidos Holdings, Inc. (LDOS) [ST]
other: F ILINg S TATUS : New S UBHOLDINg O F : DSL Living Trust > Bank of New York Brokerage Account 340
LDOSP06/10/202107/01/2021$1,001 - $15,0001.00LDOS0.98BuyBuyJointJun 10, 2021$1,001 - $15,000mid $8KStockmodelled
33JTLive 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
LYVP06/10/202107/01/2021$1,001 - $15,0001.00LYV0.98BuyBuyJointJun 10, 2021$1,001 - $15,000mid $8KStockmodelled
34JTLKQ Corporation (LKQ) [ST]
other: F ILINg S TATUS : New S UBHOLDINg O F : DSL Living Trust > Bank of New York Brokerage Account 340
LKQP06/15/202107/01/2021$1,001 - $15,0001.00LKQ0.98BuyBuyJointJun 15, 2021$1,001 - $15,000mid $8KStockmodelled
35JTLPL Financial Holdings Inc. (LPLA) [ST]
other: F ILINg S TATUS : New S UBHOLDINg O F : DSL Living Trust > Bank of New York Brokerage Account 340
LPLAP06/15/202107/01/2021$1,001 - $15,0001.00LPLA0.98BuyBuyJointJun 15, 2021$1,001 - $15,000mid $8KStockmodelled
36JTLumentum Holdings Inc. (LITE) [ST]
other: F ILINg S TATUS : New S UBHOLDINg O F : DSL Living Trust > Bank of New York Brokerage Account 340
LITES06/21/202107/01/2021$1,001 - $15,0001.00LITE0.98SellSellJointJun 21, 2021$1,001 - $15,000mid $8KStockmodelled
37JTMasco Corporation (MAS) [ST]
other: F ILINg S TATUS : New S UBHOLDINg O F : DSL Living Trust > Bank of New York Brokerage Account 340
MASS06/23/202107/01/2021$1,001 - $15,0001.00MAS0.98SellSellJointJun 23, 2021$1,001 - $15,000mid $8KStockmodelled
38JTMolson 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
TAPP06/10/202107/01/2021$1,001 - $15,0001.00TAP0.98BuyBuyJointJun 10, 2021$1,001 - $15,000mid $8KStockmodelled
39JTMSCI Inc (MSCI) [ST]
other: F ILINg S TATUS : New S UBHOLDINg O F : DSL Living Trust > Bank of New York Brokerage Account 340
MSCIS06/17/202107/01/2021$1,001 - $15,0001.00MSCI0.98SellSellJointJun 17, 2021$1,001 - $15,000mid $8KStockmodelled
40JTPolaris Inc. (PII) [ST]
other: F ILINg S TATUS : New S UBHOLDINg O F : DSL Living Trust > Bank of New York Brokerage Account 340
PIIS06/10/202107/01/2021$1,001 - $15,0001.00PII0.98SellSellJointJun 10, 2021$1,001 - $15,000mid $8KStockmodelled
41JTPultegroup, Inc. (PHM) [ST]
other: F ILINg S TATUS : New S UBHOLDINg O F : DSL Living Trust > Bank of New York Brokerage Account 340
PHMS06/17/202107/01/2021$1,001 - $15,0001.00PHM0.98SellSellJointJun 17, 2021$1,001 - $15,000mid $8KStockmodelled
42JTResideo Technologies, Inc. (REZI) [ST]
other: F ILINg S TATUS : New S UBHOLDINg O F : DSL Living Trust > Bank of New York Brokerage Account 340
REZIP06/17/202107/01/2021$1,001 - $15,0001.00REZI0.98BuyBuyJointJun 17, 2021$1,001 - $15,000mid $8KStockmodelled
43JTResideo Technologies, Inc. (REZI) [ST]
other: F ILINg S TATUS : New S UBHOLDINg O F : DSL Living Trust > Bank of New York Brokerage Account 340
REZIP06/21/202107/01/2021$1,001 - $15,0001.00REZI0.98BuyBuyJointJun 21, 2021$1,001 - $15,000mid $8KStockmodelled
44JTService Corporation International (SCI) [ST]
other: F ILINg S TATUS : New S UBHOLDINg O F : DSL Living Trust > Bank of New York Brokerage Account 340
SCIP06/10/202107/01/2021$1,001 - $15,0001.00SCI0.98BuyBuyJointJun 10, 2021$1,001 - $15,000mid $8KStockmodelled
45JTSherwin-Williams Company (SHW) [ST]
other: F ILINg S TATUS : New S UBHOLDINg O F : DSL Living Trust > Bank of New York Brokerage Account 340
SHWS06/09/202107/01/2021$1,001 - $15,0001.00SHW0.98SellSellJointJun 9, 2021$1,001 - $15,000mid $8KStockmodelled
46JTStanley 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
SWKP06/23/202107/01/2021$1,001 - $15,0001.00SWK0.98BuyBuyJointJun 23, 2021$1,001 - $15,000mid $8KStockmodelled
47JTStanley 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
SWKP06/28/202107/01/2021$1,001 - $15,0001.00SWK0.98BuyBuyJointJun 28, 2021$1,001 - $15,000mid $8KStockmodelled
48JTStarbucks Corporation (SBUX) [ST]
other: F ILINg S TATUS : New S UBHOLDINg O F : DSL Living Trust > Bank of New York Brokerage Account 340
SBUXS06/09/202107/01/2021$1,001 - $15,0001.00SBUX0.98SellSellJointJun 9, 2021$1,001 - $15,000mid $8KStockmodelled
49JTSTORE Capital Corporation (STOR) [ST]
other: F ILINg S TATUS : New S UBHOLDINg O F : DSL Living Trust > Bank of New York Brokerage Account 340
STORS06/23/202107/01/2021$1,001 - $15,0001.00—0.60SellSellJointJun 23, 2021$1,001 - $15,000mid $8KStockReviewnot modelled
50JTSynchrony Financial (SYF) [ST]
other: F ILINg S TATUS : New S UBHOLDINg O F : DSL Living Trust > Bank of New York Brokerage Account 340
SYFP06/28/202107/01/2021$1,001 - $15,0001.00SYF0.98BuyBuyJointJun 28, 2021$1,001 - $15,000mid $8KStockmodelled
51JTTeleflex Incorporated (TFX) [ST]
other: F ILINg S TATUS : New S UBHOLDINg O F : DSL Living Trust > Bank of New York Brokerage Account 340
TFXP06/28/202107/01/2021$1,001 - $15,0001.00TFX0.98BuyBuyJointJun 28, 2021$1,001 - $15,000mid $8KStockmodelled
52JTTeradyne, Inc. (TER) [ST]
other: F ILINg S TATUS : New S UBHOLDINg O F : DSL Living Trust > Bank of New York Brokerage Account 340
TERS06/09/202107/01/2021$1,001 - $15,0001.00TER0.98SellSellJointJun 9, 2021$1,001 - $15,000mid $8KStockmodelled
53JTTetra Tech, Inc. (TTEK) [ST]
other: F ILINg S TATUS : New S UBHOLDINg O F : DSL Living Trust > Bank of New York Brokerage Account 340
TTEKS06/17/202107/01/2021$1,001 - $15,0001.00TTEK0.98SellSellJointJun 17, 2021$1,001 - $15,000mid $8KStockmodelled
54JTTravel 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
TNLS06/28/202107/01/2021$1,001 - $15,0001.00TNL0.98SellSellJointJun 28, 2021$1,001 - $15,000mid $8KStockmodelled
55JTVICI Properties Inc. (VICI) [ST]
other: F ILINg S TATUS : New S UBHOLDINg O F : DSL Living Trust > Bank of New York Brokerage Account 340
VICIP06/21/202107/01/2021$1,001 - $15,0001.00VICI0.98BuyBuyJointJun 21, 2021$1,001 - $15,000mid $8KStockmodelled
56JTVICI Properties Inc. (VICI) [ST]
other: F ILINg S TATUS : New S UBHOLDINg O F : DSL Living Trust > Bank of New York Brokerage Account 340
VICIP06/23/202107/01/2021$1,001 - $15,0001.00VICI0.98BuyBuyJointJun 23, 2021$1,001 - $15,000mid $8KStockmodelled
57JTVICI Properties Inc. (VICI) [ST]
other: F ILINg S TATUS : New S UBHOLDINg O F : DSL Living Trust > Bank of New York Brokerage Account 340
VICIP06/17/202107/01/2021$1,001 - $15,0001.00VICI0.98BuyBuyJointJun 17, 2021$1,001 - $15,000mid $8KStockmodelled
58JTVontier Corporation (VNT) [ST]
other: F ILINg S TATUS : New S UBHOLDINg O F : DSL Living Trust > Bank of New York Brokerage Account 340
VNTS (partial)06/21/202107/01/2021$1,001 - $15,0001.00VNT0.98PartialPartial saleJointJun 21, 2021$1,001 - $15,000mid $8KStockmodelled
59JTVontier Corporation (VNT) [ST]
other: F ILINg S TATUS : New S UBHOLDINg O F : DSL Living Trust > Bank of New York Brokerage Account 340
VNTS06/23/202107/01/2021$1,001 - $15,0001.00VNT0.98SellSellJointJun 23, 2021$1,001 - $15,000mid $8KStockmodelled
60JTWestlake Chemical Corporation (WLK) [ST]
other: F ILINg S TATUS : New S UBHOLDINg O F : DSL Living Trust > Bank of New York Brokerage Account 340
WLKS06/10/202107/01/2021$1,001 - $15,0001.00WLK0.98SellSellJointJun 10, 2021$1,001 - $15,000mid $8KStockmodelled
61JTWestrock Company (WRK) [ST]
other: F ILINg S TATUS : New S UBHOLDINg O F : DSL Living Trust > Bank of New York Brokerage Account 340
WRKS06/10/202107/01/2021$1,001 - $15,0001.00—0.60SellSellJointJun 10, 2021$1,001 - $15,000mid $8KStockReviewnot modelled
62JTWhirlpool Corporation (WHR) [ST]
other: F ILINg S TATUS : New S UBHOLDINg O F : DSL Living Trust > Bank of New York Brokerage Account 340
WHRS06/10/202107/01/2021$1,001 - $15,0001.00WHR0.98SellSellJointJun 10, 2021$1,001 - $15,000mid $8KStockmodelled
63JTZimmer 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
ZBHP06/28/202107/01/2021$1,001 - $15,0001.00ZBH0.98BuyBuyJointJun 28, 2021$1,001 - $15,000mid $8KStockmodelled