Official filing metadata
- Filer (as printed)
- Hon. Susie Lee
- Office (as printed)
- NV03
- Chamber
- House
- Filing type
- ptr
- Filing date
- May 12, 2023
- Filing year
- 2023
- Document format
Processing (ours)
- Status
- Parsed
- Rows parsed
- 3
- Parser version
- house_pdf_v1
- Fetched
- Sep 9, 2026
- Parsed
- Sep 9, 2026
- Internal id
- 3472
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 · 3
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 | Arthur J. Gallagher & Co. (AJG) [ST] filing_status: New | subholding_of: DSL Living Trust > Bank of New York Brokerage Account 340 | AJG | S | 04/20/2023 | 05/03/2023 | $15,001 - $50,000 | 1.00 | AJG0.98 | SellSell | Joint | Apr 20, 2023 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 2 | JT | IQVIA Holdings, Inc. (IQV) [ST] filing_status: New | subholding_of: DSL Living Trust > Bank of New York Brokerage Account 340 | IQV | S (partial) | 04/20/2023 | 05/03/2023 | $1,001 - $15,000 | 1.00 | IQV0.98 | PartialPartial sale | Joint | Apr 20, 2023 | $1,001 - $15,000mid $8K | Stock | modelled |
| 3 | JT | LPL Financial Holdings Inc. (LPLA) [ST] filing_status: New | subholding_of: DSL Living Trust > Bank of New York Brokerage Account 340 | LPLA | S | 04/20/2023 | 05/03/2023 | $15,001 - $50,000 | 1.00 | LPLA0.98 | SellSell | Joint | Apr 20, 2023 | $15,001 - $50,000mid $32.5K | Stock | modelled |