Official filing metadata
- Filer (as printed)
- Hon. Susie Lee
- Office (as printed)
- NV03
- Chamber
- House
- Filing type
- ptr
- Filing date
- Oct 24, 2020
- Filing year
- 2020
- Document format
Processing (ours)
- Status
- Parsed
- Rows parsed
- 14
- Parser version
- house_pdf_v2
- First seen
- Sep 8, 2026 23:51 UTC (initial backfill, not when it was published)
- Fetched
- Nov 3, 2026
- Parsed
- Nov 3, 2026
- Internal id
- 1509
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 · 14
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] other: F ILINg S TATUS : New S UBHOLDINg O F : DSL Living Trust > Bank of New York Brokerage Account 340 | filing_status: New | ALLY | P | 09/28/2020 | 10/01/2020 | $1,001 - $15,000 | 1.00 | ALLY0.98 | BuyBuy | Joint | Sep 28, 2020 | $1,001 - $15,000mid $8K | Stock | modelled |
| 2 | JT | Charles Schwab Corporation (SCHW) [ST] other: F ILINg S TATUS : New S UBHOLDINg O F : DSL Living Trust > Bank of New York Brokerage Account 340 | filing_status: New | SCHW | S | 09/28/2020 | 10/01/2020 | $1,001 - $15,000 | 1.00 | SCHW0.98 | SellSell | Joint | Sep 28, 2020 | $1,001 - $15,000mid $8K | Stock | modelled |
| 3 | JT | Discover Financial Services (DFS) [ST] other: F ILINg S TATUS : New S UBHOLDINg O F : DSL Living Trust > Bank of New York Brokerage Account 340 | filing_status: New | DFS | P | 09/28/2020 | 10/01/2020 | $1,001 - $15,000 | 1.00 | —0.60 | BuyBuy | Joint | Sep 28, 2020 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 4 | JT | Dun & Bradstreet Holdings, Inc. (DNB) [ST] other: F ILINg S TATUS : New S UBHOLDINg O F : DSL Living Trust > Bank of New York Brokerage Account 340 | filing_status: New | DNB | P | 09/18/2020 | 10/01/2020 | $1,001 - $15,000 | 1.00 | —0.60 | BuyBuy | Joint | Sep 18, 2020 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 5 | JT | Energizer Holdings, Inc. (ENR) [ST] other: F ILINg S TATUS : New S UBHOLDINg O F : DSL Living Trust > Bank of New York Brokerage Account 340 | filing_status: New | ENR | S | 09/18/2020 | 10/01/2020 | $1,001 - $15,000 | 1.00 | ENR0.98 | SellSell | Joint | Sep 18, 2020 | $1,001 - $15,000mid $8K | Stock | modelled |
| 6 | JT | gFL Environmental Inc. Subordinate voting shares, no par value (gFL) [ST] other: F ILINg S TATUS : New S UBHOLDINg O F : DSL Living Trust > Bank of New York Brokerage Account 340 | filing_status: New | — | P | 09/18/2020 | 10/01/2020 | $1,001 - $15,000 | 1.00 | GFL0.98 | BuyBuy | Joint | Sep 18, 2020 | $1,001 - $15,000mid $8K | Stock | modelled |
| 7 | JT | Hannon Armstrong Sustainable Infrastructure Capital, Inc. (HASI) [ST] other: F ILINg S TATUS : New S UBHOLDINg O F : DSL Living Trust > Bank of New York Brokerage Account 340 | filing_status: New | HASI | P | 09/18/2020 | 10/01/2020 | $1,001 - $15,000 | 1.00 | HASI0.98 | BuyBuy | Joint | Sep 18, 2020 | $1,001 - $15,000mid $8K | Stock | modelled |
| 8 | JT | Hologic, Inc. (HOLX) [ST] other: F ILINg S TATUS : New S UBHOLDINg O F : DSL Living Trust > Bank of New York Brokerage Account 340 | filing_status: New | HOLX | P | 09/18/2020 | 10/01/2020 | $1,001 - $15,000 | 1.00 | —0.60 | BuyBuy | Joint | Sep 18, 2020 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 9 | JT | LPL Financial Holdings Inc. (LPLA) [ST] other: F ILINg S TATUS : New S UBHOLDINg O F : DSL Living Trust > Bank of New York Brokerage Account 340 | filing_status: New | LPLA | P | 09/28/2020 | 10/01/2020 | $1,001 - $15,000 | 1.00 | LPLA0.98 | BuyBuy | Joint | Sep 28, 2020 | $1,001 - $15,000mid $8K | Stock | modelled |
| 10 | JT | Mattel, Inc. (MAT) [ST] other: F ILINg S TATUS : New S UBHOLDINg O F : DSL Living Trust > Bank of New York Brokerage Account 340 | filing_status: New | MAT | P | 09/18/2020 | 10/01/2020 | $1,001 - $15,000 | 1.00 | MAT0.98 | BuyBuy | Joint | Sep 18, 2020 | $1,001 - $15,000mid $8K | Stock | modelled |
| 11 | JT | Rackspace Technology, Inc. (RXT) [ST] other: F ILINg S TATUS : New S UBHOLDINg O F : DSL Living Trust > Bank of New York Brokerage Account 340 | filing_status: New | RXT | P | 09/01/2020 | 10/01/2020 | $1,001 - $15,000 | 1.00 | RXT0.98 | BuyBuy | Joint | Sep 1, 2020 | $1,001 - $15,000mid $8K | Stock | modelled |
| 12 | JT | Republic Services, Inc. (RSg) [ST] other: F ILINg S TATUS : New S UBHOLDINg O F : DSL Living Trust > Bank of New York Brokerage Account 340 | filing_status: New | — | S (partial) | 09/18/2020 | 10/01/2020 | $1,001 - $15,000 | 1.00 | RSG0.98 | PartialPartial sale | Joint | Sep 18, 2020 | $1,001 - $15,000mid $8K | Stock | modelled |
| 13 | JT | Robert Half International Inc. (RHI) [ST] other: F ILINg S TATUS : New S UBHOLDINg O F : DSL Living Trust > Bank of New York Brokerage Account 340 | filing_status: New | RHI | S | 09/18/2020 | 10/01/2020 | $1,001 - $15,000 | 1.00 | RHI0.98 | SellSell | Joint | Sep 18, 2020 | $1,001 - $15,000mid $8K | Stock | modelled |
| 14 | JT | Toll Brothers, Inc. (TOL) [ST] other: F ILINg S TATUS : New S UBHOLDINg O F : DSL Living Trust > Bank of New York Brokerage Account 340 | filing_status: New | TOL | S | 09/18/2020 | 10/01/2020 | $1,001 - $15,000 | 1.00 | TOL0.98 | SellSell | Joint | Sep 18, 2020 | $1,001 - $15,000mid $8K | Stock | modelled |