Filing audit view

20022265Parsed

RChris Jacobs · House · ptr · filed Jan 20, 2023

Official filing metadata

Filer (as printed): Hon. Christopher L. Jacobs
Office (as printed): NY27
Chamber: House
Filing type: ptr
Filing date: Jan 20, 2023
Filing year: 2023
Document format: pdf

Processing (ours)

Status: Parsed
Rows parsed: 43
Parser version: house_pdf_v1
Fetched: Sep 9, 2026
Parsed: Sep 9, 2026
Internal id: 3414

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 · 43

Left: official, as printed · Right: normalized

Raw filing rows beside their normalized interpretation
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	—	Anavex Life Sciences Corp. (AVXL) [ST] filing_status: New \| subholding_of: CL TRUST > LDJ FAM INV LLC > Parametric	AVXL	S	12/12/2022	01/10/2023	$1,001 - $15,000	1.00	AVXL0.98	SellSell	Self	Dec 12, 2022	$1,001 - $15,000mid $8K	Stock	modelled
2	—	Archrock, Inc. (AROC) [ST] filing_status: New \| subholding_of: CL TRUST > LDJ FAM INV LLC > Parametric	AROC	P	12/12/2022	01/10/2023	$1,001 - $15,000	1.00	AROC0.98	BuyBuy	Self	Dec 12, 2022	$1,001 - $15,000mid $8K	Stock	modelled
3	—	Athira Pharma, Inc. (ATHA) [ST] filing_status: New \| subholding_of: CL TRUST > LDJ FAM INV LLC > Parametric	ATHA	P	12/12/2022	01/10/2023	$1,001 - $15,000	1.00	—0.60	BuyBuy	Self	Dec 12, 2022	$1,001 - $15,000mid $8K	Stock	Reviewnot modelled
4	—	Bank of America Corporation (BAC) [ST] filing_status: New \| subholding_of: CL TRUST > LDJ FAM INV LLC > Parametric	BAC	S	12/12/2022	01/10/2023	$1,001 - $15,000	1.00	BAC0.98	SellSell	Self	Dec 12, 2022	$1,001 - $15,000mid $8K	Stock	modelled
5	—	Berkshire Hathaway Inc. New (BRK.B) [ST] filing_status: New \| subholding_of: CL TRUST > LDJ FAM INV LLC > Parametric	BRK.B	P	12/12/2022	01/10/2023	$1,001 - $15,000	1.00	BRK-B0.98	BuyBuy	Self	Dec 12, 2022	$1,001 - $15,000mid $8K	Stock	modelled
6	—	BioLife Solutions, Inc. (BLFS) [ST] filing_status: New \| subholding_of: CL TRUST > LDJ FAM INV LLC > Parametric	BLFS	S	12/12/2022	01/10/2023	$1,001 - $15,000	1.00	BLFS0.98	SellSell	Self	Dec 12, 2022	$1,001 - $15,000mid $8K	Stock	modelled
7	—	Borr Drilling Limited Common Shares (BORR) [ST] filing_status: New \| subholding_of: CL TRUST > LDJ FAM INV LLC > Parametric	BORR	P	12/12/2022	01/10/2023	$1,001 - $15,000	1.00	BORR0.98	BuyBuy	Self	Dec 12, 2022	$1,001 - $15,000mid $8K	Stock	modelled
8	—	Brigham Minerals, Inc. Class A (MNRL) [ST] filing_status: New \| subholding_of: CL TRUST > LDJ FAM INV LLC > Parametric	MNRL	P	12/12/2022	01/10/2023	$1,001 - $15,000	1.00	—0.60	BuyBuy	Self	Dec 12, 2022	$1,001 - $15,000mid $8K	Stock	Reviewnot modelled
9	—	Cassava Sciences, Inc. (SAVA) [ST] filing_status: New \| subholding_of: CL TRUST > LDJ FAM INV LLC > Parametric	SAVA	P	12/12/2022	01/10/2023	$1,001 - $15,000	1.00	—0.60	BuyBuy	Self	Dec 12, 2022	$1,001 - $15,000mid $8K	Stock	Reviewnot modelled
10	—	Chevron Corporation (CVX) [ST] filing_status: New \| subholding_of: CL TRUST > LDJ FAM INV LLC > Parametric	CVX	S (partial)	12/12/2022	01/10/2023	$1,001 - $15,000	1.00	CVX0.98	PartialPartial sale	Self	Dec 12, 2022	$1,001 - $15,000mid $8K	Stock	modelled
11	—	Chord Energy Corporation (CHRD) [ST] filing_status: New \| subholding_of: CL TRUST > LDJ FAM INV LLC > Parametric	CHRD	P	12/12/2022	01/10/2023	$1,001 - $15,000	1.00	CHRD0.98	BuyBuy	Self	Dec 12, 2022	$1,001 - $15,000mid $8K	Stock	modelled
12	—	Civitas Resources, Inc. (CIVI) [ST] filing_status: New \| subholding_of: CL TRUST > LDJ FAM INV LLC > Parametric	CIVI	S	12/12/2022	01/10/2023	$1,001 - $15,000	1.00	—0.60	SellSell	Self	Dec 12, 2022	$1,001 - $15,000mid $8K	Stock	Reviewnot modelled
13	—	Claros Mortgage Trust, Inc. (CMTG) [ST] filing_status: New \| subholding_of: CL TRUST > LDJ FAM INV LLC > Parametric	CMTG	P	12/12/2022	01/10/2023	$1,001 - $15,000	1.00	CMTG0.98	BuyBuy	Self	Dec 12, 2022	$1,001 - $15,000mid $8K	Stock	modelled
14	—	Cogent Biosciences, Inc. (COGT) [ST] filing_status: New \| subholding_of: CL TRUST > LDJ FAM INV LLC > Parametric	COGT	P	12/12/2022	01/10/2023	$1,001 - $15,000	1.00	COGT0.98	BuyBuy	Self	Dec 12, 2022	$1,001 - $15,000mid $8K	Stock	modelled
15	—	Coterra Energy Inc. (CTRA) [ST] filing_status: New \| subholding_of: CL TRUST > LDJ FAM INV LLC > Parametric	CTRA	S	12/12/2022	01/10/2023	$1,001 - $15,000	1.00	—0.60	SellSell	Self	Dec 12, 2022	$1,001 - $15,000mid $8K	Stock	Reviewnot modelled
16	—	Crescent Energy Company Class A (CRGY) [ST] filing_status: New \| subholding_of: CL TRUST > LDJ FAM INV LLC > Parametric	CRGY	S	12/12/2022	01/10/2023	$1,001 - $15,000	1.00	CRGY0.98	SellSell	Self	Dec 12, 2022	$1,001 - $15,000mid $8K	Stock	modelled
17	—	Expro Group Holdings N.V. (XPRO) [ST] filing_status: New \| subholding_of: CL TRUST > LDJ FAM INV LLC > Parametric	XPRO	S	12/12/2022	01/10/2023	$1,001 - $15,000	1.00	XPRO0.98	SellSell	Self	Dec 12, 2022	$1,001 - $15,000mid $8K	Stock	modelled
18	—	Exxon Mobil Corporation (XOM) [ST] filing_status: New \| subholding_of: CL TRUST > LDJ FAM INV LLC > Parametric	XOM	S	12/12/2022	01/10/2023	$1,001 - $15,000	1.00	XOM0.98	SellSell	Self	Dec 12, 2022	$1,001 - $15,000mid $8K	Stock	modelled
19	—	First Horizon Corporation (FHN) [ST] filing_status: New \| subholding_of: CL TRUST > LDJ FAM INV LLC > Parametric	FHN	P	12/12/2022	01/10/2023	$1,001 - $15,000	1.00	FHN0.98	BuyBuy	Self	Dec 12, 2022	$1,001 - $15,000mid $8K	Stock	modelled
20	—	Gevo, Inc. (GEVO) [ST] filing_status: New \| subholding_of: CL TRUST > LDJ FAM INV LLC > Parametric	GEVO	P	12/12/2022	01/10/2023	$1,001 - $15,000	1.00	GEVO0.98	BuyBuy	Self	Dec 12, 2022	$1,001 - $15,000mid $8K	Stock	modelled
21	—	Helix Energy Solutions Group, Inc. (HLX) [ST] filing_status: New \| subholding_of: CL TRUST > LDJ FAM INV LLC > Parametric	HLX	S	12/12/2022	01/10/2023	$1,001 - $15,000	1.00	HLX0.95	SellSell	Self	Dec 12, 2022	$1,001 - $15,000mid $8K	Stock	Reviewmodelled
22	—	Helmerich & Payne, Inc. (HP) [ST] filing_status: New \| subholding_of: CL TRUST > LDJ FAM INV LLC > Parametric	HP	S (partial)	12/12/2022	01/10/2023	$1,001 - $15,000	1.00	HP0.98	PartialPartial sale	Self	Dec 12, 2022	$1,001 - $15,000mid $8K	Stock	modelled
23	—	Home Depot, Inc. (HD) [ST] filing_status: New \| subholding_of: CL TRUST > LDJ FAM INV LLC > Parametric	HD	S (partial)	12/12/2022	01/10/2023	$1,001 - $15,000	1.00	HD0.98	PartialPartial sale	Self	Dec 12, 2022	$1,001 - $15,000mid $8K	Stock	modelled
24	—	Inotiv, Inc. (NOTV) [ST] filing_status: New \| subholding_of: CL TRUST > LDJ FAM INV LLC > Parametric	NOTV	S	12/12/2022	01/10/2023	$1,001 - $15,000	1.00	—0.60	SellSell	Self	Dec 12, 2022	$1,001 - $15,000mid $8K	Stock	Reviewnot modelled
25	—	International Seaways, Inc. Common Stock When Issued (INSW.V) [ST] filing_status: New \| subholding_of: CL TRUST > LDJ FAM INV LLC > Parametric	INSW.V	P	12/12/2022	01/10/2023	$1,001 - $15,000	1.00	—0.90	BuyBuy	Self	Dec 12, 2022	$1,001 - $15,000mid $8K	Stock	Reviewnot modelled
26	—	JP Morgan Chase & Co. (JPM) [ST] filing_status: New \| subholding_of: CL TRUST > LDJ FAM INV LLC > Parametric	JPM	S (partial)	12/12/2022	01/10/2023	$1,001 - $15,000	1.00	JPM0.98	PartialPartial sale	Self	Dec 12, 2022	$1,001 - $15,000mid $8K	Stock	modelled
27	—	KalVista Pharmaceuticals, Inc. (KALV) [ST] filing_status: New \| subholding_of: CL TRUST > LDJ FAM INV LLC > Parametric	KALV	P	12/12/2022	01/10/2023	$1,001 - $15,000	1.00	KALV0.98	BuyBuy	Self	Dec 12, 2022	$1,001 - $15,000mid $8K	Stock	modelled
28	—	Krystal Biotech, Inc. (KRYS) [ST] filing_status: New \| subholding_of: CL TRUST > LDJ FAM INV LLC > Parametric	KRYS	P	12/12/2022	01/10/2023	$1,001 - $15,000	1.00	KRYS0.98	BuyBuy	Self	Dec 12, 2022	$1,001 - $15,000mid $8K	Stock	modelled
29	—	Kura Oncology, Inc. (KURA) [ST] filing_status: New \| subholding_of: CL TRUST > LDJ FAM INV LLC > Parametric	KURA	P	12/12/2022	01/10/2023	$1,001 - $15,000	1.00	KURA0.98	BuyBuy	Self	Dec 12, 2022	$1,001 - $15,000mid $8K	Stock	modelled
30	—	Louisiana ST 5.000% 3/01/31 [GS] filing_status: New \| subholding_of: CL TRUST > LDJ FAM INV LLC > GWK	—	P	12/06/2022	01/10/2023	$15,001 - $50,000	1.00	—0.00	BuyBuy	Self	Dec 6, 2022	$15,001 - $50,000mid $32.5K	Bond	not modelled
31	—	Meta Platforms, Inc. - Class A (META) [ST] filing_status: New \| subholding_of: CL TRUST > LDJ FAM INV LLC > Parametric	META	S	12/12/2022	01/10/2023	$1,001 - $15,000	1.00	META0.98	SellSell	Self	Dec 12, 2022	$1,001 - $15,000mid $8K	Stock	modelled
32	—	National Energy Services Reunited Corp. - Ordinary Shares (NESR) [ST] filing_status: New \| subholding_of: CL TRUST > LDJ FAM INV LLC > Parametric	NESR	P	12/12/2022	01/10/2023	$1,001 - $15,000	1.00	NESR0.98	BuyBuy	Self	Dec 12, 2022	$1,001 - $15,000mid $8K	Stock	modelled
33	—	NetSTREIT Corp. (NTST) [ST] filing_status: New \| subholding_of: CL TRUST > LDJ FAM INV LLC > Parametric	NTST	P	12/12/2022	01/10/2023	$1,001 - $15,000	1.00	NTST0.98	BuyBuy	Self	Dec 12, 2022	$1,001 - $15,000mid $8K	Stock	modelled
34	—	Permian Resources Corporation Class A (PR) [ST] filing_status: New \| subholding_of: CL TRUST > LDJ FAM INV LLC > Parametric	PR	P	12/12/2022	01/10/2023	$1,001 - $15,000	1.00	PR0.98	BuyBuy	Self	Dec 12, 2022	$1,001 - $15,000mid $8K	Stock	modelled
35	—	Pfizer, Inc. (PFE) [ST] filing_status: New \| subholding_of: CL TRUST > LDJ FAM INV LLC > Parametric	PFE	S (partial)	12/12/2022	01/10/2023	$1,001 - $15,000	1.00	PFE0.98	PartialPartial sale	Self	Dec 12, 2022	$1,001 - $15,000mid $8K	Stock	modelled
36	—	Physicians Realty Trust Common Shares of Beneficial Interest (DOC) [ST] filing_status: New \| subholding_of: CL TRUST > LDJ FAM INV LLC > Parametric	DOC	P	12/12/2022	01/10/2023	$1,001 - $15,000	1.00	DOC0.95	BuyBuy	Self	Dec 12, 2022	$1,001 - $15,000mid $8K	Stock	Reviewmodelled
37	—	Pioneer Natural Resources Company (PXD) [ST] filing_status: New \| subholding_of: CL TRUST > LDJ FAM INV LLC > Parametric	PXD	P	12/12/2022	01/10/2023	$1,001 - $15,000	1.00	—0.60	BuyBuy	Self	Dec 12, 2022	$1,001 - $15,000mid $8K	Stock	Reviewnot modelled
38	—	Relmada Therapeutics, Inc. (RLMD) [ST] filing_status: New \| subholding_of: CL TRUST > LDJ FAM INV LLC > Parametric	RLMD	S	12/12/2022	01/10/2023	$1,001 - $15,000	1.00	RLMD0.98	SellSell	Self	Dec 12, 2022	$1,001 - $15,000mid $8K	Stock	modelled
39	—	SpringWorks Therapeutics, Inc. - common stock (SWTX) [ST] filing_status: New \| subholding_of: CL TRUST > LDJ FAM INV LLC > Parametric	SWTX	P	12/12/2022	01/10/2023	$1,001 - $15,000	1.00	—0.60	BuyBuy	Self	Dec 12, 2022	$1,001 - $15,000mid $8K	Stock	Reviewnot modelled
40	—	Tellurian Inc. (TELL) [ST] filing_status: New \| subholding_of: CL TRUST > LDJ FAM INV LLC > Parametric	TELL	P	12/12/2022	01/10/2023	$1,001 - $15,000	1.00	—0.60	BuyBuy	Self	Dec 12, 2022	$1,001 - $15,000mid $8K	Stock	Reviewnot modelled
41	—	Tesla, Inc. (TSLA) [ST] filing_status: New \| subholding_of: CL TRUST > LDJ FAM INV LLC > Parametric	TSLA	S (partial)	12/12/2022	01/10/2023	$1,001 - $15,000	1.00	TSLA0.98	PartialPartial sale	Self	Dec 12, 2022	$1,001 - $15,000mid $8K	Stock	modelled
42	—	Uranium Energy Corp. (UEC) [ST] filing_status: New \| subholding_of: CL TRUST > LDJ FAM INV LLC > Parametric	UEC	S	12/12/2022	01/10/2023	$1,001 - $15,000	1.00	UEC0.98	SellSell	Self	Dec 12, 2022	$1,001 - $15,000mid $8K	Stock	modelled
43	—	Vaxcyte, Inc. (PCVX) [ST] filing_status: New \| subholding_of: CL TRUST > LDJ FAM INV LLC > Parametric	PCVX	S	12/12/2022	01/10/2023	$1,001 - $15,000	1.00	PCVX0.98	SellSell	Self	Dec 12, 2022	$1,001 - $15,000mid $8K	Stock	modelled