Official filing metadata
- Filer (as printed)
- Hon. Susie Lee
- Office (as printed)
- NV03
- Chamber
- House
- Filing type
- ptr
- Filing date
- Aug 13, 2022
- Filing year
- 2022
- Document format
Processing (ours)
- Status
- Parsed
- Rows parsed
- 8
- Parser version
- house_pdf_v1
- Fetched
- Sep 9, 2026
- Parsed
- Sep 9, 2026
- Internal id
- 2904
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 | Ally Financial Inc. (ALLY) [ST] filing_status: Amended | subholding_of: DSL Living Trust > Bank of New York Brokerage Account 340 | ALLY | P | 06/15/2021 | 07/01/2021 | $1,001 - $15,000 | 1.00 | ALLY0.98 | BuyBuy | Joint | Jun 15, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 2 | JT | Dollar Tree, Inc. (DLTR) [ST] filing_status: Amended | subholding_of: DSL Living Trust > Bank of New York Brokerage Account 340 | DLTR | S | 05/27/2021 | 06/01/2021 | $1,001 - $15,000 | 1.00 | DLTR0.98 | SellSell | Joint | May 27, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 3 | JT | Grocery Outlet Holding Corp. (GO) [ST] filing_status: Amended | subholding_of: DSL Living Trust > Bank of New York Brokerage Account 340 | GO | S | 01/28/2021 | 02/01/2021 | $1,001 - $15,000 | 1.00 | GO0.98 | SellSell | Joint | Jan 28, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 4 | JT | Hologic, Inc. (HOLX) [ST] filing_status: New | subholding_of: DSL Living Trust > Bank of New York Brokerage Account 340 | HOLX | P | 09/30/2021 | 08/13/2022 | $1,001 - $15,000 | 1.00 | —0.60 | BuyBuy | Joint | Sep 30, 2021 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 5 | JT | Synchrony Financial (SYF) [ST] filing_status: New | subholding_of: DSL Living Trust > Bank of New York Brokerage Account 340 | SYF | S | 09/30/2021 | 08/13/2022 | $1,001 - $15,000 | 1.00 | SYF0.98 | SellSell | Joint | Sep 30, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 6 | JT | WESCO International, Inc. (WCC) [ST] filing_status: Amended | subholding_of: DSL Living Trust > Bank of New York Brokerage Account 340 | WCC | P | 01/12/2021 | 02/01/2021 | $1,001 - $15,000 | 1.00 | WCC0.98 | BuyBuy | Joint | Jan 12, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 7 | JT | Williams-Sonoma, Inc. Common Stock (WSM) [ST] filing_status: Amended | subholding_of: DSL Living Trust > Bank of New York Brokerage Account 340 | WSM | S | 05/27/2021 | 06/01/2021 | $1,001 - $15,000 | 1.00 | WSM0.98 | SellSell | Joint | May 27, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 8 | JT | Zimmer Biomet Holdings, Inc. (ZBH) [ST] filing_status: New | subholding_of: DSL Living Trust > Bank of New York Brokerage Account 340 | ZBH | S | 09/30/2021 | 08/13/2022 | $15,001 - $50,000 | 1.00 | ZBH0.98 | SellSell | Joint | Sep 30, 2021 | $15,001 - $50,000mid $32.5K | Stock | modelled |