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Source status
Filing audit view

20017660Parsed

DSusie Lee · House · ptr · filed Dec 8, 2020

Official filing metadata

Filer (as printed)
Hon. Susie Lee
Office (as printed)
NV03
Chamber
House
Filing type
ptr
Filing date
Dec 8, 2020
Filing year
2020
Document format
pdf

Processing (ours)

Status
Parsed
Rows parsed
61
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
1510

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 · 61

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
1JTAECOM (ACM) [ST]
other: F ILINg S TATUS : New S UBHOLDINg O F : DSL Living Trust > Bank of New York Brokerage Account 340 | filing_status: New
ACMS11/04/202012/01/2020$1,001 - $15,0001.00ACM0.98SellSellJointNov 4, 2020$1,001 - $15,000mid $8KStockmodelled
2JTAptiv PLC Ordinary Shares (APTV) [ST]
other: F ILINg S TATUS : New S UBHOLDINg O F : DSL Living Trust > Bank of New York Brokerage Account 340 | filing_status: New
APTVP10/19/202011/01/2020$1,001 - $15,0001.00APTV0.98BuyBuyJointOct 19, 2020$1,001 - $15,000mid $8KStockmodelled
3JTAptiv PLC Ordinary Shares (APTV) [ST]
other: F ILINg S TATUS : New S UBHOLDINg O F : DSL Living Trust > Bank of New York Brokerage Account 340 | filing_status: New
APTVP10/07/202011/01/2020$1,001 - $15,0001.00APTV0.98BuyBuyJointOct 7, 2020$1,001 - $15,000mid $8KStockmodelled
4JTAvaya Holdings Corp. (AVYA) [ST]
other: F ILINg S TATUS : New S UBHOLDINg O F : DSL Living Trust > Bank of New York Brokerage Account 340 | filing_status: New
AVYAP11/23/202012/01/2020$1,001 - $15,0001.00—0.60BuyBuyJointNov 23, 2020$1,001 - $15,000mid $8KStockReviewnot modelled
5JTBall Corporation (BLL) [ST]
other: F ILINg S TATUS : New S UBHOLDINg O F : DSL Living Trust > Bank of New York Brokerage Account 340 | filing_status: New
BLLS (partial)10/19/202011/01/2020$1,001 - $15,0001.00BALL0.95PartialPartial saleJointOct 19, 2020$1,001 - $15,000mid $8KStockReviewmodelled
6JTBio-Rad Laboratories, Inc. Class A (BIO) [ST]
other: F ILINg S TATUS : New S UBHOLDINg O F : DSL Living Trust > Bank of New York Brokerage Account 340 | filing_status: New
BIOS (partial)10/02/202011/01/2020$1,001 - $15,0001.00BIO0.98PartialPartial saleJointOct 2, 2020$1,001 - $15,000mid $8KStockmodelled
7JTBuilders FirstSource, Inc. (BLDR) [ST]
other: F ILINg S TATUS : New S UBHOLDINg O F : DSL Living Trust > Bank of New York Brokerage Account 340 | filing_status: New
BLDRS (partial)10/22/202011/01/2020$1,001 - $15,0001.00BLDR0.98PartialPartial saleJointOct 22, 2020$1,001 - $15,000mid $8KStockmodelled
8JTCarMax Inc (KMX) [ST]
other: F ILINg S TATUS : New S UBHOLDINg O F : DSL Living Trust > Bank of New York Brokerage Account 340 | filing_status: New
KMXP10/07/202011/01/2020$1,001 - $15,0001.00KMX0.98BuyBuyJointOct 7, 2020$1,001 - $15,000mid $8KStockmodelled
9JTCarMax Inc (KMX) [ST]
other: F ILINg S TATUS : New S UBHOLDINg O F : DSL Living Trust > Bank of New York Brokerage Account 340 | filing_status: New
KMXP10/19/202011/01/2020$1,001 - $15,0001.00KMX0.98BuyBuyJointOct 19, 2020$1,001 - $15,000mid $8KStockmodelled
10JTCentene Corporation (CNC) [ST]
other: F ILINg S TATUS : New S UBHOLDINg O F : DSL Living Trust > Bank of New York Brokerage Account 340 | filing_status: New
CNCS (partial)10/19/202011/01/2020$1,001 - $15,0001.00CNC0.98PartialPartial saleJointOct 19, 2020$1,001 - $15,000mid $8KStockmodelled
11JTCentene Corporation (CNC) [ST]
other: F ILINg S TATUS : New S UBHOLDINg O F : DSL Living Trust > Bank of New York Brokerage Account 340 | filing_status: New
CNCP11/04/202012/01/2020$1,001 - $15,0001.00CNC0.98BuyBuyJointNov 4, 2020$1,001 - $15,000mid $8KStockmodelled
12JTChurchill Downs, Incorporated (CHDN) [ST]
other: F ILINg S TATUS : New S UBHOLDINg O F : DSL Living Trust > Bank of New York Brokerage Account 340 | filing_status: New
CHDNS (partial)11/12/202012/01/2020$1,001 - $15,0001.00CHDN0.98PartialPartial saleJointNov 12, 2020$1,001 - $15,000mid $8KStockmodelled
13JTClarivate Plc Ordinary Shares (CCC) [ST]
other: F ILINg S TATUS : New S UBHOLDINg O F : DSL Living Trust > Bank of New York Brokerage Account 340 | filing_status: New
CCCP11/11/202012/01/2020$1,001 - $15,0001.00CLVT0.95BuyBuyJointNov 11, 2020$1,001 - $15,000mid $8KStockReviewmodelled
14JTConstellation Brands, Inc. (STZ) [ST]
other: F ILINg S TATUS : New S UBHOLDINg O F : DSL Living Trust > Bank of New York Brokerage Account 340 | filing_status: New
STZS (partial)10/19/202011/01/2020$1,001 - $15,0001.00STZ0.98PartialPartial saleJointOct 19, 2020$1,001 - $15,000mid $8KStockmodelled
15JTDell Technologies Inc. Class C (DELL) [ST]
other: F ILINg S TATUS : New S UBHOLDINg O F : DSL Living Trust > Bank of New York Brokerage Account 340 | filing_status: New
DELLS (partial)10/01/202011/01/2020$1,001 - $15,0001.00DELL0.98PartialPartial saleJointOct 1, 2020$1,001 - $15,000mid $8KStockmodelled
16JTDexCom, Inc. (DXCM) [ST]
other: F ILINg S TATUS : New S UBHOLDINg O F : DSL Living Trust > Bank of New York Brokerage Account 340 | filing_status: New
DXCMS10/02/202011/01/2020$1,001 - $15,0001.00DXCM0.98SellSellJointOct 2, 2020$1,001 - $15,000mid $8KStockmodelled
17JTDollar Tree, Inc. (DLTR) [ST]
other: F ILINg S TATUS : New S UBHOLDINg O F : DSL Living Trust > Bank of New York Brokerage Account 340 | filing_status: New
DLTRP10/02/202011/01/2020$1,001 - $15,0001.00DLTR0.98BuyBuyJointOct 2, 2020$1,001 - $15,000mid $8KStockmodelled
18JTDomino's Pizza Inc (DPZ) [ST]
other: F ILINg S TATUS : New S UBHOLDINg O F : DSL Living Trust > Bank of New York Brokerage Account 340 | filing_status: New
DPZP10/19/202011/01/2020$1,001 - $15,0001.00DPZ0.98BuyBuyJointOct 19, 2020$1,001 - $15,000mid $8KStockmodelled
19JTDuke Realty Corporation (DRE) [ST]
other: F ILINg S TATUS : New S UBHOLDINg O F : DSL Living Trust > Bank of New York Brokerage Account 340 | filing_status: New
DREP10/19/202011/01/2020$1,001 - $15,0001.00—0.60BuyBuyJointOct 19, 2020$1,001 - $15,000mid $8KStockReviewnot modelled
20JTElanco Animal Health Incorporated (ELAN) [ST]
other: F ILINg S TATUS : New S UBHOLDINg O F : DSL Living Trust > Bank of New York Brokerage Account 340 | filing_status: New
ELANS (partial)11/06/202012/01/2020$1,001 - $15,0001.00ELAN0.98PartialPartial saleJointNov 6, 2020$1,001 - $15,000mid $8KStockmodelled
21JTEquifax, Inc. (EFX) [ST]
other: F ILINg S TATUS : New S UBHOLDINg O F : DSL Living Trust > Bank of New York Brokerage Account 340 | filing_status: New
EFXS10/07/202011/01/2020$1,001 - $15,0001.00EFX0.98SellSellJointOct 7, 2020$1,001 - $15,000mid $8KStockmodelled
22JTFiserv, Inc. (FISV) [ST]
other: F ILINg S TATUS : New S UBHOLDINg O F : DSL Living Trust > Bank of New York Brokerage Account 340 | filing_status: New
FISVS (partial)11/04/202012/01/2020$1,001 - $15,0001.00FISV0.98PartialPartial saleJointNov 4, 2020$1,001 - $15,000mid $8KStockmodelled
23JTFleetCor Technologies, Inc. (FLT) [ST]
other: F ILINg S TATUS : New S UBHOLDINg O F : DSL Living Trust > Bank of New York Brokerage Account 340 | filing_status: New
FLTS (partial)11/12/202012/01/2020$1,001 - $15,0001.00—0.60PartialPartial saleJointNov 12, 2020$1,001 - $15,000mid $8KStockReviewnot modelled
24JTFLIR Systems, Inc. (FLIR) [ST]
other: F ILINg S TATUS : New S UBHOLDINg O F : DSL Living Trust > Bank of New York Brokerage Account 340 | filing_status: New
FLIRS10/07/202011/01/2020$1,001 - $15,0001.00—0.60SellSellJointOct 7, 2020$1,001 - $15,000mid $8KStockReviewnot modelled
25JTFortive Corporation (FTV) [ST]
other: F ILINg S TATUS : New S UBHOLDINg O F : DSL Living Trust > Bank of New York Brokerage Account 340 | filing_status: New
FTVS (partial)10/19/202011/01/2020$1,001 - $15,0001.00FTV0.98PartialPartial saleJointOct 19, 2020$1,001 - $15,000mid $8KStockmodelled
26JTgartner, Inc. (IT) [ST]
other: F ILINg S TATUS : New S UBHOLDINg O F : DSL Living Trust > Bank of New York Brokerage Account 340 | filing_status: New
ITP11/20/202012/01/2020$1,001 - $15,0001.00IT0.98BuyBuyJointNov 20, 2020$1,001 - $15,000mid $8KStockmodelled
27JTgFL 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
—P11/04/202012/01/2020$1,001 - $15,0001.00GFL0.98BuyBuyJointNov 4, 2020$1,001 - $15,000mid $8KStockmodelled
28JTgFL 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
—P11/11/202012/01/2020$1,001 - $15,0001.00GFL0.98BuyBuyJointNov 11, 2020$1,001 - $15,000mid $8KStockmodelled
29JTgraphic Packaging Holding Company (gPK) [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)10/19/202011/01/2020$1,001 - $15,0001.00GPK0.98PartialPartial saleJointOct 19, 2020$1,001 - $15,000mid $8KStockmodelled
30JTgraphic Packaging Holding Company (gPK) [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)10/02/202011/01/2020$1,001 - $15,0001.00GPK0.98PartialPartial saleJointOct 2, 2020$1,001 - $15,000mid $8KStockmodelled
31JTHannon 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
HASIP10/01/202011/01/2020$1,001 - $15,0001.00HASI0.98BuyBuyJointOct 1, 2020$1,001 - $15,000mid $8KStockmodelled
32JTHD Supply Holdings, Inc. (HDS) [ST]
other: F ILINg S TATUS : New S UBHOLDINg O F : DSL Living Trust > Bank of New York Brokerage Account 340 | filing_status: New
HDSS11/16/202012/01/2020$1,001 - $15,0001.00—0.60SellSellJointNov 16, 2020$1,001 - $15,000mid $8KStockReviewnot modelled
33JTHerc Holdings Inc. (HRI) [ST]
other: F ILINg S TATUS : New S UBHOLDINg O F : DSL Living Trust > Bank of New York Brokerage Account 340 | filing_status: New
HRIS11/12/202012/01/2020$1,001 - $15,0001.00HRI0.98SellSellJointNov 12, 2020$1,001 - $15,000mid $8KStockmodelled
34JTHerc Holdings Inc. (HRI) [ST]
other: F ILINg S TATUS : New S UBHOLDINg O F : DSL Living Trust > Bank of New York Brokerage Account 340 | filing_status: New
HRIS (partial)11/02/202012/01/2020$1,001 - $15,0001.00HRI0.98PartialPartial saleJointNov 2, 2020$1,001 - $15,000mid $8KStockmodelled
35JTLamb Weston Holdings, Inc. (LW) [ST]
other: F ILINg S TATUS : New S UBHOLDINg O F : DSL Living Trust > Bank of New York Brokerage Account 340 | filing_status: New
LWS (partial)10/19/202011/01/2020$1,001 - $15,0001.00LW0.98PartialPartial saleJointOct 19, 2020$1,001 - $15,000mid $8KStockmodelled
36JTLeidos Holdings, Inc. (LDOS) [ST]
other: F ILINg S TATUS : New S UBHOLDINg O F : DSL Living Trust > Bank of New York Brokerage Account 340 | filing_status: New
LDOSP10/02/202011/01/2020$1,001 - $15,0001.00LDOS0.98BuyBuyJointOct 2, 2020$1,001 - $15,000mid $8KStockmodelled
37JTLeidos Holdings, Inc. (LDOS) [ST]
other: F ILINg S TATUS : New S UBHOLDINg O F : DSL Living Trust > Bank of New York Brokerage Account 340 | filing_status: New
LDOSP10/19/202011/01/2020$1,001 - $15,0001.00LDOS0.98BuyBuyJointOct 19, 2020$1,001 - $15,000mid $8KStockmodelled
38JTLKQ Corporation (LKQ) [ST]
other: F ILINg S TATUS : New S UBHOLDINg O F : DSL Living Trust > Bank of New York Brokerage Account 340 | filing_status: New
LKQP10/02/202011/01/2020$1,001 - $15,0001.00LKQ0.98BuyBuyJointOct 2, 2020$1,001 - $15,000mid $8KStockmodelled
39JTLKQ Corporation (LKQ) [ST]
other: F ILINg S TATUS : New S UBHOLDINg O F : DSL Living Trust > Bank of New York Brokerage Account 340 | filing_status: New
LKQS (partial)11/12/202012/01/2020$1,001 - $15,0001.00LKQ0.98PartialPartial saleJointNov 12, 2020$1,001 - $15,000mid $8KStockmodelled
40JTLPL 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
LPLAP10/19/202011/01/2020$1,001 - $15,0001.00LPLA0.98BuyBuyJointOct 19, 2020$1,001 - $15,000mid $8KStockmodelled
41JTLumentum Holdings Inc. (LITE) [ST]
other: F ILINg S TATUS : New S UBHOLDINg O F : DSL Living Trust > Bank of New York Brokerage Account 340 | filing_status: New
LITEP10/19/202011/01/2020$1,001 - $15,0001.00LITE0.98BuyBuyJointOct 19, 2020$1,001 - $15,000mid $8KStockmodelled
42JTLumentum Holdings Inc. (LITE) [ST]
other: F ILINg S TATUS : New S UBHOLDINg O F : DSL Living Trust > Bank of New York Brokerage Account 340 | filing_status: New
LITEP10/07/202011/01/2020$1,001 - $15,0001.00LITE0.98BuyBuyJointOct 7, 2020$1,001 - $15,000mid $8KStockmodelled
43JTLumentum Holdings Inc. (LITE) [ST]
other: F ILINg S TATUS : New S UBHOLDINg O F : DSL Living Trust > Bank of New York Brokerage Account 340 | filing_status: New
LITEP11/04/202012/01/2020$1,001 - $15,0001.00LITE0.98BuyBuyJointNov 4, 2020$1,001 - $15,000mid $8KStockmodelled
44JTMultiPlan Corporation Class A (MPLN) [ST]
other: F ILINg S TATUS : New S UBHOLDINg O F : DSL Living Trust > Bank of New York Brokerage Account 340 | filing_status: New
MPLNS11/12/202012/01/2020$1,001 - $15,0001.00—0.60SellSellJointNov 12, 2020$1,001 - $15,000mid $8KStockReviewnot modelled
45JTON Semiconductor Corporation (ON) [ST]
other: F ILINg S TATUS : New S UBHOLDINg O F : DSL Living Trust > Bank of New York Brokerage Account 340 | filing_status: New
ONS (partial)11/12/202012/01/2020$1,001 - $15,0001.00ON0.98PartialPartial saleJointNov 12, 2020$1,001 - $15,000mid $8KStockmodelled
46JTONEOK, Inc. (OKE) [ST]
other: F ILINg S TATUS : New S UBHOLDINg O F : DSL Living Trust > Bank of New York Brokerage Account 340 | filing_status: New
OKES10/19/202011/01/2020$1,001 - $15,0001.00OKE0.98SellSellJointOct 19, 2020$1,001 - $15,000mid $8KStockmodelled
47JTPolaris Inc. (PII) [ST]
other: F ILINg S TATUS : New S UBHOLDINg O F : DSL Living Trust > Bank of New York Brokerage Account 340 | filing_status: New
PIIP10/01/202011/01/2020$1,001 - $15,0001.00PII0.98BuyBuyJointOct 1, 2020$1,001 - $15,000mid $8KStockmodelled
48JTPolaris Inc. (PII) [ST]
other: F ILINg S TATUS : New S UBHOLDINg O F : DSL Living Trust > Bank of New York Brokerage Account 340 | filing_status: New
PIIS11/18/202012/01/2020$1,001 - $15,0001.00PII0.98SellSellJointNov 18, 2020$1,001 - $15,000mid $8KStockmodelled
49JTPultegroup, Inc. (PHM) [ST]
other: F ILINg S TATUS : New S UBHOLDINg O F : DSL Living Trust > Bank of New York Brokerage Account 340 | filing_status: New
PHMS10/22/202011/01/2020$1,001 - $15,0001.00PHM0.98SellSellJointOct 22, 2020$1,001 - $15,000mid $8KStockmodelled
50JTRackspace 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
RXTP10/19/202011/01/2020$1,001 - $15,0001.00RXT0.98BuyBuyJointOct 19, 2020$1,001 - $15,000mid $8KStockmodelled
51JTRoper Technologies, Inc. (ROP) [ST]
other: F ILINg S TATUS : New S UBHOLDINg O F : DSL Living Trust > Bank of New York Brokerage Account 340 | filing_status: New
ROPS (partial)10/19/202011/01/2020$1,001 - $15,0001.00ROP0.98PartialPartial saleJointOct 19, 2020$1,001 - $15,000mid $8KStockmodelled
52JTShift4 Payments, Inc. Class A (FOUR) [ST]
other: F ILINg S TATUS : New S UBHOLDINg O F : DSL Living Trust > Bank of New York Brokerage Account 340 | filing_status: New
FOURP11/04/202012/01/2020$1,001 - $15,0001.00FOUR0.98BuyBuyJointNov 4, 2020$1,001 - $15,000mid $8KStockmodelled
53JTTeledyne Technologies Incorporated (TDY) [ST]
other: F ILINg S TATUS : New S UBHOLDINg O F : DSL Living Trust > Bank of New York Brokerage Account 340 | filing_status: New
TDYP10/19/202011/01/2020$1,001 - $15,0001.00TDY0.98BuyBuyJointOct 19, 2020$1,001 - $15,000mid $8KStockmodelled
54JTUnder Armour, Inc. Class A (UAA) [ST]
other: F ILINg S TATUS : New S UBHOLDINg O F : DSL Living Trust > Bank of New York Brokerage Account 340 | filing_status: New
UAAP11/20/202012/01/2020$1,001 - $15,0001.00UAA0.98BuyBuyJointNov 20, 2020$1,001 - $15,000mid $8KStockmodelled
55JTUS Foods Holding Corp. (USFD) [ST]
other: F ILINg S TATUS : New S UBHOLDINg O F : DSL Living Trust > Bank of New York Brokerage Account 340 | filing_status: New
USFDP11/04/202012/01/2020$1,001 - $15,0001.00USFD0.98BuyBuyJointNov 4, 2020$1,001 - $15,000mid $8KStockmodelled
56JTValero Energy Corporation (VLO) [ST]
other: F ILINg S TATUS : New S UBHOLDINg O F : DSL Living Trust > Bank of New York Brokerage Account 340 | filing_status: New
VLOS10/01/202011/01/2020$1,001 - $15,0001.00VLO0.98SellSellJointOct 1, 2020$1,001 - $15,000mid $8KStockmodelled
57JTVertiv Holdings, LLC Class A (VRT) [ST]
other: F ILINg S TATUS : New S UBHOLDINg O F : DSL Living Trust > Bank of New York Brokerage Account 340 | filing_status: New
VRTP10/07/202011/01/2020$1,001 - $15,0001.00VRT0.98BuyBuyJointOct 7, 2020$1,001 - $15,000mid $8KStockmodelled
58JTVertiv Holdings, LLC Class A (VRT) [ST]
other: F ILINg S TATUS : New S UBHOLDINg O F : DSL Living Trust > Bank of New York Brokerage Account 340 | filing_status: New
VRTP10/19/202011/01/2020$1,001 - $15,0001.00VRT0.98BuyBuyJointOct 19, 2020$1,001 - $15,000mid $8KStockmodelled
59JTVertiv Holdings, LLC Class A (VRT) [ST]
other: F ILINg S TATUS : New S UBHOLDINg O F : DSL Living Trust > Bank of New York Brokerage Account 340 | filing_status: New
VRTP11/04/202012/01/2020$1,001 - $15,0001.00VRT0.98BuyBuyJointNov 4, 2020$1,001 - $15,000mid $8KStockmodelled
60JTVontier Corporation (VNT) [ST]
other: F ILINg S TATUS : New S UBHOLDINg O F : DSL Living Trust > Bank of New York Brokerage Account 340 | filing_status: New
VNTP10/19/202011/01/2020$1,001 - $15,0001.00VNT0.98BuyBuyJointOct 19, 2020$1,001 - $15,000mid $8KStockmodelled
61JTXylem Inc. Common Stock New (XYL) [ST]
other: F ILINg S TATUS : New S UBHOLDINg O F : DSL Living Trust > Bank of New York Brokerage Account 340 | filing_status: New
XYLS (partial)10/19/202011/01/2020$1,001 - $15,0001.00XYL0.98PartialPartial saleJointOct 19, 2020$1,001 - $15,000mid $8KStockmodelled