Official filing metadata
- Filer (as printed)
- Hon. Susie Lee
- Office (as printed)
- NV03
- Chamber
- House
- Filing type
- ptr
- Filing date
- Oct 12, 2021
- Filing year
- 2021
- Document format
Processing (ours)
- Status
- Parsed
- Rows parsed
- 8
- Parser version
- house_pdf_v1
- Fetched
- Sep 9, 2026
- Parsed
- Sep 9, 2026
- Internal id
- 2262
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 · 8
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 | Booz Allen Hamilton Holding Corporation (BAH) [ST] other: F ILINg S TATUS : New S UBHOLDINg O F : DSL Living Trust > Bank of New York Brokerage Account 340 | BAH | P | 09/24/2021 | 10/01/2021 | $1,001 - $15,000 | 1.00 | BAH0.98 | BuyBuy | Joint | Sep 24, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 2 | 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 | S | 09/24/2021 | 10/01/2021 | $1,001 - $15,000 | 1.00 | CARR0.98 | SellSell | Joint | Sep 24, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 3 | JT | Element Solutions Inc. (ESI) [ST] other: F ILINg S TATUS : New S UBHOLDINg O F : DSL Living Trust > Bank of New York Brokerage Account 340 | ESI | P | 09/24/2021 | 10/01/2021 | $1,001 - $15,000 | 1.00 | ESI0.98 | BuyBuy | Joint | Sep 24, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 4 | JT | Evoqua 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 | AQUA | P | 09/24/2021 | 10/01/2021 | $1,001 - $15,000 | 1.00 | —0.60 | BuyBuy | Joint | Sep 24, 2021 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 5 | JT | great Canadian gaming Corp Ordinary Shares (gCgMF) [ST] other: F ILINg S TATUS : New S UBHOLDINg O F : DSL Living Trust > Fidelity Investments Brokerage Account D ESCRIPTION : All outstanding shares of great Canadian gaming Corp were recently acquired by a subsidiary of Apollo Funds. As part of the merger, great Canadian gaming Corp shareholders received $45CAD in cash for each outstanding share. | — | S | 09/28/2021 | 10/01/2021 | $1,001 - $15,000 | 1.00 | —0.00 | SellSell | Joint | Sep 28, 2021 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 6 | JT | Leidos Holdings, Inc. (LDOS) [ST] other: F ILINg S TATUS : New S UBHOLDINg O F : DSL Living Trust > Bank of New York Brokerage Account 340 | LDOS | S | 09/24/2021 | 10/01/2021 | $1,001 - $15,000 | 1.00 | LDOS0.98 | SellSell | Joint | Sep 24, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 7 | 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 | 09/24/2021 | 10/01/2021 | $1,001 - $15,000 | 1.00 | FOUR0.98 | BuyBuy | Joint | Sep 24, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 8 | JT | Syneos Health, Inc. - Class A (SYNH) [ST] other: F ILINg S TATUS : New S UBHOLDINg O F : DSL Living Trust > Bank of New York Brokerage Account 340 | SYNH | P | 09/24/2021 | 10/01/2021 | $1,001 - $15,000 | 1.00 | —0.60 | BuyBuy | Joint | Sep 24, 2021 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |