Official filing metadata
- Filer (as printed)
- Hon. Christopher L. Jacobs
- Office (as printed)
- NY27
- Chamber
- House
- Filing type
- ptr
- Filing date
- Feb 17, 2021
- Filing year
- 2021
- Document format
Processing (ours)
- Status
- Parsed
- Rows parsed
- 32
- 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
- 2187
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 · 32
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 | — | Alphabet Inc. - Class C Capital Stock (gOOg) [ST] other: F ILINg S TATUS : New S UbHOLDINg O F : CL TRUST > LDJ FAM INV LLC > Parametric | filing_status: New | — | S (partial) | 01/04/2021 | 02/10/2021 | $1,001 - $15,000 | 1.00 | GOOG0.98 | PartialPartial sale | Self | Jan 4, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 2 | — | Apple Inc. (AAPL) [ST] other: F ILINg S TATUS : New S UbHOLDINg O F : CL TRUST > LDJ FAM INV LLC > Parametric | filing_status: New | AAPL | S (partial) | 01/04/2021 | 02/10/2021 | $1,001 - $15,000 | 1.00 | AAPL0.98 | PartialPartial sale | Self | Jan 4, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 3 | — | Arrow Electronics, Inc. (ARW) [ST] other: F ILINg S TATUS : New S UbHOLDINg O F : CL TRUST > LDJ FAM INV LLC > Parametric | filing_status: New | ARW | S | 01/04/2021 | 02/10/2021 | $1,001 - $15,000 | 1.00 | ARW0.98 | SellSell | Self | Jan 4, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 4 | — | Assembly biosciences, Inc. (ASMb) [ST] other: F ILINg S TATUS : New S UbHOLDINg O F : CL TRUST > LDJ FAM INV LLC > Parametric | filing_status: New | — | S | 01/04/2021 | 02/10/2021 | $1,001 - $15,000 | 1.00 | ASMB0.98 | SellSell | Self | Jan 4, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 5 | — | bank of America Corporation (bAC) [ST] other: F ILINg S TATUS : New S UbHOLDINg O F : CL TRUST > LDJ FAM INV LLC > Parametric | filing_status: New | — | S | 01/04/2021 | 02/10/2021 | $1,001 - $15,000 | 1.00 | BAC0.98 | SellSell | Self | Jan 4, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 6 | — | berkshire Hathaway Inc. New (bRK.b) [ST] other: F ILINg S TATUS : New S UbHOLDINg O F : CL TRUST > LDJ FAM INV LLC > Parametric | filing_status: New | — | S (partial) | 01/04/2021 | 02/10/2021 | $50,001 - $100,000 | 1.00 | BRK-B0.95 | PartialPartial sale | Self | Jan 4, 2021 | $50,001 - $100,000mid $75K | Stock | modelled |
| 7 | — | biogen Inc. (bIIb) [ST] other: F ILINg S TATUS : New S UbHOLDINg O F : CL TRUST > LDJ FAM INV LLC > Parametric | filing_status: New | — | S | 01/04/2021 | 02/10/2021 | $1,001 - $15,000 | 1.00 | BIIB0.98 | SellSell | Self | Jan 4, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 8 | — | Coca-Cola European Partners plc Ordinary Shares (CCEP) [ST] other: F ILINg S TATUS : New S UbHOLDINg O F : CL TRUST > LDJ FAM INV LLC > Parametric | filing_status: New | CCEP | S | 01/04/2021 | 02/10/2021 | $1,001 - $15,000 | 1.00 | CCEP0.98 | SellSell | Self | Jan 4, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 9 | — | Compass Minerals Intl Inc (CMP) [ST] other: F ILINg S TATUS : New S UbHOLDINg O F : CL TRUST > LDJ FAM INV LLC > Parametric | filing_status: New | CMP | S | 01/04/2021 | 02/10/2021 | $1,001 - $15,000 | 1.00 | CMP0.98 | SellSell | Self | Jan 4, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 10 | — | ConocoPhillips (COP) [ST] other: F ILINg S TATUS : New S UbHOLDINg O F : CL TRUST > LDJ FAM INV LLC > Parametric | filing_status: New | COP | S | 01/04/2021 | 02/10/2021 | $1,001 - $15,000 | 1.00 | COP0.98 | SellSell | Self | Jan 4, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 11 | — | Ecolab Inc. (ECL) [ST] other: F ILINg S TATUS : New S UbHOLDINg O F : CL TRUST > LDJ FAM INV LLC > Parametric | filing_status: New | ECL | S (partial) | 01/04/2021 | 02/10/2021 | $1,001 - $15,000 | 1.00 | ECL0.98 | PartialPartial sale | Self | Jan 4, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 12 | — | Ford Motor Company (F) [ST] other: F ILINg S TATUS : New S UbHOLDINg O F : CL TRUST > LDJ FAM INV LLC > Parametric | filing_status: New | F | S | 01/04/2021 | 02/10/2021 | $1,001 - $15,000 | 1.00 | F0.98 | SellSell | Self | Jan 4, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 13 | — | Home Depot, Inc. (HD) [ST] other: F ILINg S TATUS : New S UbHOLDINg O F : CL TRUST > LDJ FAM INV LLC > Parametric | filing_status: New | HD | S (partial) | 01/04/2021 | 02/10/2021 | $1,001 - $15,000 | 1.00 | HD0.98 | PartialPartial sale | Self | Jan 4, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 14 | — | Hormel Foods Corporation (HRL) [ST] other: F ILINg S TATUS : New S UbHOLDINg O F : CL TRUST > LDJ FAM INV LLC > Parametric | filing_status: New | HRL | S (partial) | 01/04/2021 | 02/10/2021 | $1,001 - $15,000 | 1.00 | HRL0.98 | PartialPartial sale | Self | Jan 4, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 15 | — | International business Machines Corporation (IbM) [ST] other: F ILINg S TATUS : New S UbHOLDINg O F : CL TRUST > LDJ FAM INV LLC > Parametric | filing_status: New | — | S | 01/04/2021 | 02/10/2021 | $1,001 - $15,000 | 1.00 | IBM0.98 | SellSell | Self | Jan 4, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 16 | — | Johnson & Johnson (JNJ) [ST] other: F ILINg S TATUS : New S UbHOLDINg O F : CL TRUST > LDJ FAM INV LLC > Parametric | filing_status: New | JNJ | S (partial) | 01/04/2021 | 02/10/2021 | $1,001 - $15,000 | 1.00 | JNJ0.98 | PartialPartial sale | Self | Jan 4, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 17 | — | L brands, Inc. (Lb) [ST] other: F ILINg S TATUS : New S UbHOLDINg O F : CL TRUST > LDJ FAM INV LLC > Parametric | filing_status: New | — | S | 01/04/2021 | 02/10/2021 | $1,001 - $15,000 | 1.00 | —0.00 | SellSell | Self | Jan 4, 2021 | $1,001 - $15,000mid $8K | Stock | not modelled |
| 18 | — | M&T bank Corporation (MTb) [ST] other: F ILINg S TATUS : New S UbHOLDINg O F : CL TRUST > LDJ FAM INV LLC > Parametric | filing_status: New | — | S | 01/04/2021 | 02/10/2021 | $1,001 - $15,000 | 1.00 | MTB0.98 | SellSell | Self | Jan 4, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 19 | — | McDonald's Corporation (MCD) [ST] other: F ILINg S TATUS : New S UbHOLDINg O F : CL TRUST > LDJ FAM INV LLC > Parametric | filing_status: New | MCD | S (partial) | 01/04/2021 | 02/10/2021 | $1,001 - $15,000 | 1.00 | MCD0.98 | PartialPartial sale | Self | Jan 4, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 20 | — | Motorola Solutions, Inc. (MSI) [ST] other: F ILINg S TATUS : New S UbHOLDINg O F : CL TRUST > LDJ FAM INV LLC > Parametric | filing_status: New | MSI | S | 01/04/2021 | 02/10/2021 | $1,001 - $15,000 | 1.00 | MSI0.98 | SellSell | Self | Jan 4, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 21 | — | Procter & gamble Company (Pg) [ST] other: F ILINg S TATUS : New S UbHOLDINg O F : CL TRUST > LDJ FAM INV LLC > Parametric | filing_status: New | — | S | 01/04/2021 | 02/10/2021 | $1,001 - $15,000 | 1.00 | PG0.95 | SellSell | Self | Jan 4, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 22 | — | Prudential Financial, Inc. (PRU) [ST] other: F ILINg S TATUS : New S UbHOLDINg O F : CL TRUST > LDJ FAM INV LLC > Parametric | filing_status: New | PRU | S | 01/04/2021 | 02/10/2021 | $1,001 - $15,000 | 1.00 | PRU0.98 | SellSell | Self | Jan 4, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 23 | — | Public Storage (PSA) [ST] other: F ILINg S TATUS : New S UbHOLDINg O F : CL TRUST > LDJ FAM INV LLC > Parametric | filing_status: New | PSA | S | 01/04/2021 | 02/10/2021 | $1,001 - $15,000 | 1.00 | PSA0.98 | SellSell | Self | Jan 4, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 24 | — | Reata Pharmaceuticals, Inc. - Class A (RETA) [ST] other: F ILINg S TATUS : New S UbHOLDINg O F : CL TRUST > LDJ FAM INV LLC > Parametric | filing_status: New | RETA | S | 01/04/2021 | 02/10/2021 | $1,001 - $15,000 | 1.00 | —0.60 | SellSell | Self | Jan 4, 2021 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 25 | — | Republic Services, Inc. (RSg) [ST] other: F ILINg S TATUS : New S UbHOLDINg O F : CL TRUST > LDJ FAM INV LLC > Parametric | filing_status: New | — | S | 01/04/2021 | 02/10/2021 | $1,001 - $15,000 | 1.00 | RSG0.98 | SellSell | Self | Jan 4, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 26 | — | Sorrento Therapeutics, Inc. (SRNE) [ST] other: F ILINg S TATUS : New S UbHOLDINg O F : CL TRUST > LDJ FAM INV LLC > Parametric | filing_status: New | SRNE | S | 01/04/2021 | 02/10/2021 | $1,001 - $15,000 | 1.00 | SRNE0.98 | SellSell | Self | Jan 4, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 27 | — | State Street Corporation (STT) [ST] other: F ILINg S TATUS : New S UbHOLDINg O F : CL TRUST > LDJ FAM INV LLC > Parametric | filing_status: New | STT | S | 01/04/2021 | 02/10/2021 | $1,001 - $15,000 | 1.00 | STT0.98 | SellSell | Self | Jan 4, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 28 | — | Truist Financial Corporation (TFC) [ST] other: F ILINg S TATUS : New S UbHOLDINg O F : CL TRUST > LDJ FAM INV LLC > Parametric | filing_status: New | TFC | S | 01/04/2021 | 02/10/2021 | $1,001 - $15,000 | 1.00 | TFC0.98 | SellSell | Self | Jan 4, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 29 | — | UnitedHealth group Incorporated Common Stock (UNH) [ST] other: F ILINg S TATUS : New S UbHOLDINg O F : CL TRUST > LDJ FAM INV LLC > Parametric | filing_status: New | UNH | S (partial) | 01/04/2021 | 02/10/2021 | $15,001 - $50,000 | 1.00 | UNH0.98 | PartialPartial sale | Self | Jan 4, 2021 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 30 | — | V.F. Corporation (VFC) [ST] other: F ILINg S TATUS : New S UbHOLDINg O F : CL TRUST > LDJ FAM INV LLC > Parametric | filing_status: New | VFC | S | 01/04/2021 | 02/10/2021 | $1,001 - $15,000 | 1.00 | VFC0.98 | SellSell | Self | Jan 4, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 31 | — | Walmart Inc. (WMT) [ST] other: F ILINg S TATUS : New S UbHOLDINg O F : CL TRUST > LDJ FAM INV LLC > Parametric | filing_status: New | WMT | S (partial) | 01/04/2021 | 02/10/2021 | $15,001 - $50,000 | 1.00 | WMT0.98 | PartialPartial sale | Self | Jan 4, 2021 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 32 | — | Waste Management, Inc. (WM) [ST] other: F ILINg S TATUS : New S UbHOLDINg O F : CL TRUST > LDJ FAM INV LLC > Parametric | filing_status: New | WM | S | 01/04/2021 | 02/10/2021 | $1,001 - $15,000 | 1.00 | WM0.98 | SellSell | Self | Jan 4, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |