Official filing metadata
- Filer (as printed)
- Hon. Christopher L. Jacobs
- Office (as printed)
- NY27
- Chamber
- House
- Filing type
- ptr
- Filing date
- May 19, 2022
- Filing year
- 2022
- Document format
Processing (ours)
- Status
- Parsed
- Rows parsed
- 17
- Parser version
- house_pdf_v1
- Fetched
- Sep 9, 2026
- Parsed
- Sep 9, 2026
- Internal id
- 2839
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 · 17
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 | — | Anaplan, Inc. (PLAN) [ST] filing_status: New | subholding_of: CL TRUST > LDJ FAM INV LLC > Parametric | PLAN | S | 04/11/2022 | 05/09/2022 | $1,001 - $15,000 | 1.00 | —0.60 | SellSell | Self | Apr 11, 2022 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 2 | — | Antero Resources Corporation (AR) [ST] filing_status: New | subholding_of: CL TRUST > LDJ FAM INV LLC > Parametric | AR | P | 04/11/2022 | 05/09/2022 | $1,001 - $15,000 | 1.00 | AR0.98 | BuyBuy | Self | Apr 11, 2022 | $1,001 - $15,000mid $8K | Stock | modelled |
| 3 | — | Callon Petroleum Company (CPE) [ST] filing_status: New | subholding_of: CL TRUST > LDJ FAM INV LLC > Parametric | CPE | P | 04/11/2022 | 05/09/2022 | $1,001 - $15,000 | 1.00 | —0.60 | BuyBuy | Self | Apr 11, 2022 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 4 | — | Centennial Resource Development, Inc. - Class A (CDEV) [ST] filing_status: New | subholding_of: CL TRUST > LDJ FAM INV LLC > Parametric | CDEV | P | 04/11/2022 | 05/09/2022 | $1,001 - $15,000 | 1.00 | —0.60 | BuyBuy | Self | Apr 11, 2022 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 5 | — | Energy Fuels Inc Ordinary Shares (UUUU) [ST] filing_status: New | subholding_of: CL TRUST > LDJ FAM INV LLC > Parametric | UUUU | P | 04/11/2022 | 05/09/2022 | $1,001 - $15,000 | 1.00 | UUUU0.98 | BuyBuy | Self | Apr 11, 2022 | $1,001 - $15,000mid $8K | Stock | modelled |
| 6 | — | Kosmos Energy Ltd. Common Shares (KOS) [ST] filing_status: New | subholding_of: CL TRUST > LDJ FAM INV LLC > Parametric | KOS | P | 04/11/2022 | 05/09/2022 | $1,001 - $15,000 | 1.00 | KOS0.98 | BuyBuy | Self | Apr 11, 2022 | $1,001 - $15,000mid $8K | Stock | modelled |
| 7 | — | Nabors Industries Ltd. (NBR) [ST] filing_status: New | subholding_of: CL TRUST > LDJ FAM INV LLC > Parametric | NBR | P | 04/11/2022 | 05/09/2022 | $1,001 - $15,000 | 1.00 | NBR0.98 | BuyBuy | Self | Apr 11, 2022 | $1,001 - $15,000mid $8K | Stock | modelled |
| 8 | — | NexTier Oilfield Solutions Inc. (NEX) [ST] filing_status: New | subholding_of: CL TRUST > LDJ FAM INV LLC > Parametric | NEX | P | 04/11/2022 | 05/09/2022 | $1,001 - $15,000 | 1.00 | —0.60 | BuyBuy | Self | Apr 11, 2022 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 9 | — | Patterson-UTI Energy, Inc. (PTEN) [ST] filing_status: New | subholding_of: CL TRUST > LDJ FAM INV LLC > Parametric | PTEN | P | 04/11/2022 | 05/09/2022 | $1,001 - $15,000 | 1.00 | PTEN0.98 | BuyBuy | Self | Apr 11, 2022 | $1,001 - $15,000mid $8K | Stock | modelled |
| 10 | — | Peloton Interactive, Inc. (PTON) [ST] filing_status: New | subholding_of: CL TRUST > LDJ FAM INV LLC > Parametric | PTON | S | 04/11/2022 | 05/09/2022 | $1,001 - $15,000 | 1.00 | PTON0.98 | SellSell | Self | Apr 11, 2022 | $1,001 - $15,000mid $8K | Stock | modelled |
| 11 | — | SM Energy Company (SM) [ST] filing_status: New | subholding_of: CL TRUST > LDJ FAM INV LLC > Parametric | SM | P | 04/11/2022 | 05/09/2022 | $1,001 - $15,000 | 1.00 | SM0.98 | BuyBuy | Self | Apr 11, 2022 | $1,001 - $15,000mid $8K | Stock | modelled |
| 12 | — | Tellurian Inc. (TELL) [ST] filing_status: New | subholding_of: CL TRUST > LDJ FAM INV LLC > Parametric | TELL | P | 04/11/2022 | 05/09/2022 | $1,001 - $15,000 | 1.00 | —0.60 | BuyBuy | Self | Apr 11, 2022 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 13 | — | Uber Technologies, Inc. (UBER) [ST] filing_status: New | subholding_of: CL TRUST > LDJ FAM INV LLC > Parametric | UBER | S | 04/11/2022 | 05/09/2022 | $1,001 - $15,000 | 1.00 | UBER0.98 | SellSell | Self | Apr 11, 2022 | $1,001 - $15,000mid $8K | Stock | modelled |
| 14 | — | Uranium Energy Corp. (UEC) [ST] filing_status: New | subholding_of: CL TRUST > LDJ FAM INV LLC > Parametric | UEC | P | 04/11/2022 | 05/09/2022 | $1,001 - $15,000 | 1.00 | UEC0.98 | BuyBuy | Self | Apr 11, 2022 | $1,001 - $15,000mid $8K | Stock | modelled |
| 15 | — | Walt Disney Company (DIS) [ST] filing_status: New | subholding_of: CL TRUST > LDJ FAM INV LLC > Parametric | DIS | S (partial) | 04/11/2022 | 05/09/2022 | $1,001 - $15,000 | 1.00 | DIS0.98 | PartialPartial sale | Self | Apr 11, 2022 | $1,001 - $15,000mid $8K | Stock | modelled |
| 16 | — | Wynn Resorts, Limited (WYNN) [ST] filing_status: New | subholding_of: CL TRUST > LDJ FAM INV LLC > Parametric | WYNN | S | 04/11/2022 | 05/09/2022 | $1,001 - $15,000 | 1.00 | WYNN0.98 | SellSell | Self | Apr 11, 2022 | $1,001 - $15,000mid $8K | Stock | modelled |
| 17 | — | Zillow Group, Inc. - Class C Capital Stock (Z) [ST] filing_status: New | subholding_of: CL TRUST > LDJ FAM INV LLC > Parametric | Z | S | 04/11/2022 | 05/09/2022 | $1,001 - $15,000 | 1.00 | Z0.98 | SellSell | Self | Apr 11, 2022 | $1,001 - $15,000mid $8K | Stock | modelled |