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Filing audit view

20022081Parsed

DSusie Lee · House · ptr · filed Dec 29, 2022

Official filing metadata

Filer (as printed)
Hon. Susie Lee
Office (as printed)
NV03
Chamber
House
Filing type
ptr
Filing date
Dec 29, 2022
Filing year
2022
Document format
pdf

Processing (ours)

Status
Parsed
Rows parsed
64
Parser version
house_pdf_v1
Fetched
Sep 9, 2026
Parsed
Sep 9, 2026
Internal id
2906

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 · 64

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
1JTAcadia Healthcare Company, Inc. (ACHC) [ST]
filing_status: New | subholding_of: DSL Living Trust > Bank of New York Brokerage Account 340
ACHCS11/30/202212/05/2022$1,001 - $15,0001.00ACHC0.98SellSellJointNov 30, 2022$1,001 - $15,000mid $8KStockmodelled
2JTAdaptHealth Corp. (AHCO) [ST]
filing_status: New | subholding_of: DSL Living Trust > Bank of New York Brokerage Account 340
AHCOS11/30/202212/05/2022$1,001 - $15,0001.00AHCO0.98SellSellJointNov 30, 2022$1,001 - $15,000mid $8KStockmodelled
3JTAlly Financial Inc. (ALLY) [ST]
filing_status: New | subholding_of: DSL Living Trust > Bank of New York Brokerage Account 340
ALLYS11/30/202212/05/2022$1,001 - $15,0001.00ALLY0.98SellSellJointNov 30, 2022$1,001 - $15,000mid $8KStockmodelled
4JTAmerican Water Works Company, Inc. (AWK) [ST]
filing_status: New | subholding_of: DSL Living Trust > Bank of New York Brokerage Account 340
AWKS11/30/202212/05/2022$1,001 - $15,0001.00AWK0.98SellSellJointNov 30, 2022$1,001 - $15,000mid $8KStockmodelled
5JTAMETEK, Inc. (AME) [ST]
filing_status: New | subholding_of: DSL Living Trust > Bank of New York Brokerage Account 340
AMES11/30/202212/05/2022$1,001 - $15,0001.00AME0.98SellSellJointNov 30, 2022$1,001 - $15,000mid $8KStockmodelled
6JTAptiv PLC Ordinary Shares (APTV) [ST]
filing_status: New | subholding_of: DSL Living Trust > Bank of New York Brokerage Account 340
APTVS11/30/202212/05/2022$1,001 - $15,0001.00APTV0.98SellSellJointNov 30, 2022$1,001 - $15,000mid $8KStockmodelled
7JTAvantor, Inc. (AVTR) [ST]
filing_status: New | subholding_of: DSL Living Trust > Bank of New York Brokerage Account 340
AVTRS11/30/202212/05/2022$1,001 - $15,0001.00AVTR0.98SellSellJointNov 30, 2022$1,001 - $15,000mid $8KStockmodelled
8JTBall Corporation (BALL) [ST]
filing_status: New | subholding_of: DSL Living Trust > Bank of New York Brokerage Account 340
BALLS11/30/202212/05/2022$1,001 - $15,0001.00BALL0.98SellSellJointNov 30, 2022$1,001 - $15,000mid $8KStockmodelled
9JTBath & Body Works, Inc. (BBWI) [ST]
filing_status: New | subholding_of: DSL Living Trust > Bank of New York Brokerage Account 340
BBWIS11/30/202212/05/2022$1,001 - $15,0001.00BBWI0.98SellSellJointNov 30, 2022$1,001 - $15,000mid $8KStockmodelled
10JTBerry Global Group, Inc. (BERY) [ST]
filing_status: New | subholding_of: DSL Living Trust > Bank of New York Brokerage Account 340
BERYS11/30/202212/05/2022$1,001 - $15,0001.00—0.60SellSellJointNov 30, 2022$1,001 - $15,000mid $8KStockReviewnot modelled
11JTBio-Rad Laboratories, Inc. Class A (BIO) [ST]
filing_status: New | subholding_of: DSL Living Trust > Bank of New York Brokerage Account 340
BIOS11/30/202212/05/2022$1,001 - $15,0001.00BIO0.98SellSellJointNov 30, 2022$1,001 - $15,000mid $8KStockmodelled
12JTBlack Knight, Inc. (BKI) [ST]
filing_status: New | subholding_of: DSL Living Trust > Bank of New York Brokerage Account 340
BKIS11/30/202212/05/2022$1,001 - $15,0001.00—0.60SellSellJointNov 30, 2022$1,001 - $15,000mid $8KStockReviewnot modelled
13JTBooz Allen Hamilton Holding Corporation (BAH) [ST]
filing_status: New | subholding_of: DSL Living Trust > Bank of New York Brokerage Account 340
BAHS11/30/202212/05/2022$15,001 - $50,0001.00BAH0.98SellSellJointNov 30, 2022$15,001 - $50,000mid $32.5KStockmodelled
14JTBright Horizons Family Solutions Inc. (BFAM) [ST]
filing_status: New | subholding_of: DSL Living Trust > Bank of New York Brokerage Account 340
BFAMS11/30/202212/05/2022$1,001 - $15,0001.00BFAM0.98SellSellJointNov 30, 2022$1,001 - $15,000mid $8KStockmodelled
15JTBroadridge Financial Solutions, Inc. (BR) [ST]
filing_status: New | subholding_of: DSL Living Trust > Bank of New York Brokerage Account 340
BRS11/30/202212/05/2022$1,001 - $15,0001.00BR0.98SellSellJointNov 30, 2022$1,001 - $15,000mid $8KStockmodelled
16JTBrown & Brown, Inc. (BRO) [ST]
filing_status: New | subholding_of: DSL Living Trust > Bank of New York Brokerage Account 340
BROS11/30/202212/05/2022$1,001 - $15,0001.00BRO0.98SellSellJointNov 30, 2022$1,001 - $15,000mid $8KStockmodelled
17JTBuilders FirstSource, Inc. (BLDR) [ST]
filing_status: New | subholding_of: DSL Living Trust > Bank of New York Brokerage Account 340
BLDRS11/30/202212/05/2022$1,001 - $15,0001.00BLDR0.98SellSellJointNov 30, 2022$1,001 - $15,000mid $8KStockmodelled
18JTCaesars Entertainment, Inc. (CZR) [ST]
filing_status: New | subholding_of: DSL Living Trust > Bank of New York Brokerage Account 340
CZRS11/30/202212/05/2022$1,001 - $15,0001.00CZR0.98SellSellJointNov 30, 2022$1,001 - $15,000mid $8KStockmodelled
19JTCatalent, Inc. (CTLT) [ST]
filing_status: New | subholding_of: DSL Living Trust > Bank of New York Brokerage Account 340
CTLTS11/30/202212/05/2022$1,001 - $15,0001.00—0.60SellSellJointNov 30, 2022$1,001 - $15,000mid $8KStockReviewnot modelled
20JTCDW Corporation (CDW) [ST]
filing_status: New | subholding_of: DSL Living Trust > Bank of New York Brokerage Account 340
CDWS11/30/202212/05/2022$1,001 - $15,0001.00CDW0.98SellSellJointNov 30, 2022$1,001 - $15,000mid $8KStockmodelled
21JTChampionX Corporation (CHX) [ST]
filing_status: New | subholding_of: DSL Living Trust > Bank of New York Brokerage Account 340
CHXS11/30/202212/05/2022$1,001 - $15,0001.00—0.60SellSellJointNov 30, 2022$1,001 - $15,000mid $8KStockReviewnot modelled
22JTChurchill Downs, Incorporated (CHDN) [ST]
filing_status: New | subholding_of: DSL Living Trust > Bank of New York Brokerage Account 340
CHDNS11/30/202212/05/2022$15,001 - $50,0001.00CHDN0.98SellSellJointNov 30, 2022$15,001 - $50,000mid $32.5KStockmodelled
23JTClarivate Plc Ordinary Shares (CLVT) [ST]
filing_status: New | subholding_of: DSL Living Trust > Bank of New York Brokerage Account 340
CLVTS11/30/202212/05/2022$1,001 - $15,0001.00CLVT0.98SellSellJointNov 30, 2022$1,001 - $15,000mid $8KStockmodelled
24JTCrown Holdings, Inc. (CCK) [ST]
filing_status: New | subholding_of: DSL Living Trust > Bank of New York Brokerage Account 340
CCKS11/30/202212/05/2022$1,001 - $15,0001.00CCK0.98SellSellJointNov 30, 2022$1,001 - $15,000mid $8KStockmodelled
25JTCushman & Wakefield plc Ordinary Shares (CWK) [ST]
filing_status: New | subholding_of: DSL Living Trust > Bank of New York Brokerage Account 340
CWKS11/30/202212/05/2022$1,001 - $15,0001.00CWK0.98SellSellJointNov 30, 2022$1,001 - $15,000mid $8KStockmodelled
26JTDiscover Financial Services (DFS) [ST]
filing_status: New | subholding_of: DSL Living Trust > Bank of New York Brokerage Account 340
DFSS11/30/202212/05/2022$1,001 - $15,0001.00—0.60SellSellJointNov 30, 2022$1,001 - $15,000mid $8KStockReviewnot modelled
27JTDiversey Holdings, Ltd. - Ordinary Shares (DSEY) [ST]
filing_status: New | subholding_of: DSL Living Trust > Bank of New York Brokerage Account 340
DSEYS11/30/202212/05/2022$1,001 - $15,0001.00—0.60SellSellJointNov 30, 2022$1,001 - $15,000mid $8KStockReviewnot modelled
28JTElanco Animal Health Incorporated (ELAN) [ST]
filing_status: New | subholding_of: DSL Living Trust > Bank of New York Brokerage Account 340
ELANS11/30/202212/05/2022$1,001 - $15,0001.00ELAN0.98SellSellJointNov 30, 2022$1,001 - $15,000mid $8KStockmodelled
29JTElement Solutions Inc. (ESI) [ST]
filing_status: New | subholding_of: DSL Living Trust > Bank of New York Brokerage Account 340
ESIS11/30/202212/05/2022$1,001 - $15,0001.00ESI0.98SellSellJointNov 30, 2022$1,001 - $15,000mid $8KStockmodelled
30JTEntegris, Inc. (ENTG) [ST]
filing_status: New | subholding_of: DSL Living Trust > Bank of New York Brokerage Account 340
ENTGS11/30/202212/05/2022$1,001 - $15,0001.00ENTG0.98SellSellJointNov 30, 2022$1,001 - $15,000mid $8KStockmodelled
31JTGFL Environmental Inc. Subordinate voting shares, no par value (GFL) [ST]
filing_status: New | subholding_of: DSL Living Trust > Bank of New York Brokerage Account 340
GFLS11/30/202212/05/2022$1,001 - $15,0001.00GFL0.98SellSellJointNov 30, 2022$1,001 - $15,000mid $8KStockmodelled
32JTGlobal Payments Inc. (GPN) [ST]
filing_status: New | subholding_of: DSL Living Trust > Bank of New York Brokerage Account 340
GPNS11/30/202212/05/2022$1,001 - $15,0001.00GPN0.98SellSellJointNov 30, 2022$1,001 - $15,000mid $8KStockmodelled
33JTHCA Healthcare, Inc. (HCA) [ST]
filing_status: New | subholding_of: DSL Living Trust > Bank of New York Brokerage Account 340
HCAS11/30/202212/05/2022$1,001 - $15,0001.00HCA0.98SellSellJointNov 30, 2022$1,001 - $15,000mid $8KStockmodelled
34JTHologic, Inc. (HOLX) [ST]
filing_status: New | subholding_of: DSL Living Trust > Bank of New York Brokerage Account 340
HOLXS11/30/202212/05/2022$1,001 - $15,0001.00—0.60SellSellJointNov 30, 2022$1,001 - $15,000mid $8KStockReviewnot modelled
35JTLeslie's, Inc. (LESL) [ST]
filing_status: New | subholding_of: DSL Living Trust > Bank of New York Brokerage Account 340
LESLS11/30/202212/05/2022$1,001 - $15,0001.00LESL0.98SellSellJointNov 30, 2022$1,001 - $15,000mid $8KStockmodelled
36JTLive Nation Entertainment, Inc. (LYV) [ST]
filing_status: New | subholding_of: DSL Living Trust > Bank of New York Brokerage Account 340
LYVS11/30/202212/05/2022$1,001 - $15,0001.00LYV0.98SellSellJointNov 30, 2022$1,001 - $15,000mid $8KStockmodelled
37JTLKQ Corporation (LKQ) [ST]
filing_status: New | subholding_of: DSL Living Trust > Bank of New York Brokerage Account 340
LKQS11/30/202212/05/2022$1,001 - $15,0001.00LKQ0.98SellSellJointNov 30, 2022$1,001 - $15,000mid $8KStockmodelled
38JTMarvell Technology, Inc. (MRVL) [ST]
filing_status: New | subholding_of: DSL Living Trust > Bank of New York Brokerage Account 340
MRVLS11/30/202212/05/2022$1,001 - $15,0001.00MRVL0.98SellSellJointNov 30, 2022$1,001 - $15,000mid $8KStockmodelled
39JTMattel, Inc. (MAT) [ST]
filing_status: New | subholding_of: DSL Living Trust > Bank of New York Brokerage Account 340
MATS11/30/202212/05/2022$1,001 - $15,0001.00MAT0.98SellSellJointNov 30, 2022$1,001 - $15,000mid $8KStockmodelled
40JTMolson Coors Beverage Company Class B (TAP) [ST]
filing_status: New | subholding_of: DSL Living Trust > Bank of New York Brokerage Account 340
TAPS11/30/202212/05/2022$1,001 - $15,0001.00TAP0.98SellSellJointNov 30, 2022$1,001 - $15,000mid $8KStockmodelled
41JTPalo Alto Networks, Inc. (PANW) [ST]
filing_status: New | subholding_of: DSL Living Trust > Bank of New York Brokerage Account 340
PANWS11/30/202212/05/2022$1,001 - $15,0001.00PANW0.98SellSellJointNov 30, 2022$1,001 - $15,000mid $8KStockmodelled
42JTPerformance Food Group Company (PFGC) [ST]
filing_status: New | subholding_of: DSL Living Trust > Bank of New York Brokerage Account 340
PFGCS11/30/202212/05/2022$1,001 - $15,0001.00PFGC0.98SellSellJointNov 30, 2022$1,001 - $15,000mid $8KStockmodelled
43JTPlanet Fitness, Inc. (PLNT) [ST]
filing_status: New | subholding_of: DSL Living Trust > Bank of New York Brokerage Account 340
PLNTS11/30/202212/05/2022$1,001 - $15,0001.00PLNT0.98SellSellJointNov 30, 2022$1,001 - $15,000mid $8KStockmodelled
44JTQorvo, Inc. (QRVO) [ST]
filing_status: New | subholding_of: DSL Living Trust > Bank of New York Brokerage Account 340
QRVOS11/30/202212/05/2022$1,001 - $15,0001.00QRVO0.98SellSellJointNov 30, 2022$1,001 - $15,000mid $8KStockmodelled
45JTRepublic Services, Inc. (RSG) [ST]
filing_status: New | subholding_of: DSL Living Trust > Bank of New York Brokerage Account 340
RSGS11/30/202212/05/2022$1,001 - $15,0001.00RSG0.98SellSellJointNov 30, 2022$1,001 - $15,000mid $8KStockmodelled
46JTResideo Technologies, Inc. (REZI) [ST]
filing_status: New | subholding_of: DSL Living Trust > Bank of New York Brokerage Account 340
REZIS11/30/202212/05/2022$1,001 - $15,0001.00REZI0.98SellSellJointNov 30, 2022$1,001 - $15,000mid $8KStockmodelled
47JTScotts Miracle-Gro Company (SMG) [ST]
filing_status: New | subholding_of: DSL Living Trust > Bank of New York Brokerage Account 340
SMGS11/30/202212/05/2022$1,001 - $15,0001.00SMG0.98SellSellJointNov 30, 2022$1,001 - $15,000mid $8KStockmodelled
48JTService Corporation International (SCI) [ST]
filing_status: New | subholding_of: DSL Living Trust > Bank of New York Brokerage Account 340
SCIS11/30/202212/05/2022$1,001 - $15,0001.00SCI0.98SellSellJointNov 30, 2022$1,001 - $15,000mid $8KStockmodelled
49JTShift4 Payments, Inc. Class A (FOUR) [ST]
filing_status: New | subholding_of: DSL Living Trust > Bank of New York Brokerage Account 340
FOURS11/30/202212/05/2022$1,001 - $15,0001.00FOUR0.98SellSellJointNov 30, 2022$1,001 - $15,000mid $8KStockmodelled
50JTSS&C Technologies Holdings, Inc. (SSNC) [ST]
filing_status: New | subholding_of: DSL Living Trust > Bank of New York Brokerage Account 340
SSNCS11/30/202212/05/2022$1,001 - $15,0001.00SSNC0.98SellSellJointNov 30, 2022$1,001 - $15,000mid $8KStockmodelled
51JTStanley Black & Decker, Inc. (SWK) [ST]
filing_status: New | subholding_of: DSL Living Trust > Bank of New York Brokerage Account 340
SWKS11/30/202212/05/2022$1,001 - $15,0001.00SWK0.98SellSellJointNov 30, 2022$1,001 - $15,000mid $8KStockmodelled
52JTSyneos Health, Inc. - Class A (SYNH) [ST]
filing_status: New | subholding_of: DSL Living Trust > Bank of New York Brokerage Account 340
SYNHS11/30/202212/05/2022$1,001 - $15,0001.00—0.60SellSellJointNov 30, 2022$1,001 - $15,000mid $8KStockReviewnot modelled
53JTTeledyne Technologies Incorporated (TDY) [ST]
filing_status: New | subholding_of: DSL Living Trust > Bank of New York Brokerage Account 340
TDYS11/30/202212/05/2022$1,001 - $15,0001.00TDY0.98SellSellJointNov 30, 2022$1,001 - $15,000mid $8KStockmodelled
54JTTeleflex Incorporated (TFX) [ST]
filing_status: New | subholding_of: DSL Living Trust > Bank of New York Brokerage Account 340
TFXS11/30/202212/05/2022$1,001 - $15,0001.00TFX0.98SellSellJointNov 30, 2022$1,001 - $15,000mid $8KStockmodelled
55JTThe AZEK Company Inc. Class A (AZEK) [ST]
filing_status: New | subholding_of: DSL Living Trust > Bank of New York Brokerage Account 340
AZEKS11/30/202212/05/2022$1,001 - $15,0001.00—0.60SellSellJointNov 30, 2022$1,001 - $15,000mid $8KStockReviewnot modelled
56JTThe Goodyear Tire & Rubber Company (GT) [ST]
filing_status: New | subholding_of: DSL Living Trust > Bank of New York Brokerage Account 340
GTS11/30/202212/05/2022$1,001 - $15,0001.00GT0.98SellSellJointNov 30, 2022$1,001 - $15,000mid $8KStockmodelled
57JTTransUnion (TRU) [ST]
filing_status: New | subholding_of: DSL Living Trust > Bank of New York Brokerage Account 340
TRUS11/30/202212/05/2022$1,001 - $15,0001.00TRU0.98SellSellJointNov 30, 2022$1,001 - $15,000mid $8KStockmodelled
58JTUS Foods Holding Corp. (USFD) [ST]
filing_status: New | subholding_of: DSL Living Trust > Bank of New York Brokerage Account 340
USFDS11/30/202212/05/2022$1,001 - $15,0001.00USFD0.98SellSellJointNov 30, 2022$1,001 - $15,000mid $8KStockmodelled
59JTVerisk Analytics, Inc. (VRSK) [ST]
filing_status: New | subholding_of: DSL Living Trust > Bank of New York Brokerage Account 340
VRSKS11/30/202212/05/2022$1,001 - $15,0001.00VRSK0.98SellSellJointNov 30, 2022$1,001 - $15,000mid $8KStockmodelled
60JTVertiv Holdings, LLC Class A (VRT) [ST]
filing_status: New | subholding_of: DSL Living Trust > Bank of New York Brokerage Account 340
VRTS11/30/202212/05/2022$1,001 - $15,0001.00VRT0.98SellSellJointNov 30, 2022$1,001 - $15,000mid $8KStockmodelled
61JTVICI Properties Inc. (VICI) [ST]
filing_status: New | subholding_of: DSL Living Trust > Bank of New York Brokerage Account 340
VICIS11/30/202212/05/2022$1,001 - $15,0001.00VICI0.98SellSellJointNov 30, 2022$1,001 - $15,000mid $8KStockmodelled
62JTWESCO International, Inc. (WCC) [ST]
filing_status: New | subholding_of: DSL Living Trust > Bank of New York Brokerage Account 340
WCCS11/30/202212/05/2022$1,001 - $15,0001.00WCC0.98SellSellJointNov 30, 2022$1,001 - $15,000mid $8KStockmodelled
63JTXylem Inc. Common Stock New (XYL) [ST]
filing_status: New | subholding_of: DSL Living Trust > Bank of New York Brokerage Account 340
XYLS11/30/202212/05/2022$1,001 - $15,0001.00XYL0.98SellSellJointNov 30, 2022$1,001 - $15,000mid $8KStockmodelled
64JTZebra Technologies Corporation - Class A (ZBRA) [ST]
filing_status: New | subholding_of: DSL Living Trust > Bank of New York Brokerage Account 340
ZBRAS11/30/202212/05/2022$1,001 - $15,0001.00ZBRA0.98SellSellJointNov 30, 2022$1,001 - $15,000mid $8KStockmodelled