Filing audit view

20018168Parsed

DSusie Lee · House · ptr · filed Feb 10, 2021

Official filing metadata

Filer (as printed): Hon. Susie Lee
Office (as printed): NV03
Chamber: House
Filing type: ptr
Filing date: Feb 10, 2021
Filing year: 2021
Document format: pdf

Processing (ours)

Status: Parsed
Rows parsed: 50
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: 2253

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 · 50

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	JT	AdaptHealth Corp. - Class A (AHCO) [ST] other: F ILINg S TATUS : New S UBHOLDINg O F : DSL Living Trust > Bank of New York Brokerage Account 340 \| filing_status: New	AHCO	P	01/22/2021	02/01/2021	$1,001 - $15,000	1.00	AHCO0.98	BuyBuy	Joint	Jan 22, 2021	$1,001 - $15,000mid $8K	Stock	modelled
2	JT	AdaptHealth Corp. - Class A (AHCO) [ST] other: F ILINg S TATUS : New S UBHOLDINg O F : DSL Living Trust > Bank of New York Brokerage Account 340 \| filing_status: New	AHCO	P	01/05/2021	02/01/2021	$1,001 - $15,000	1.00	AHCO0.98	BuyBuy	Joint	Jan 5, 2021	$1,001 - $15,000mid $8K	Stock	modelled
3	JT	Ball 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	BLL	S (partial)	01/12/2021	02/01/2021	$1,001 - $15,000	1.00	BALL0.95	PartialPartial sale	Joint	Jan 12, 2021	$1,001 - $15,000mid $8K	Stock	Reviewmodelled
4	JT	Bio-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	BIO	S (partial)	01/05/2021	02/01/2021	$1,001 - $15,000	1.00	BIO0.98	PartialPartial sale	Joint	Jan 5, 2021	$1,001 - $15,000mid $8K	Stock	modelled
5	JT	CACI International, Inc. Class A (CACI) [ST] other: F ILINg S TATUS : New S UBHOLDINg O F : DSL Living Trust > Bank of New York Brokerage Account 340 \| filing_status: New	CACI	S	01/13/2021	02/01/2021	$1,001 - $15,000	1.00	CACI0.98	SellSell	Joint	Jan 13, 2021	$1,001 - $15,000mid $8K	Stock	modelled
6	JT	CACI International, Inc. Class A (CACI) [ST] other: F ILINg S TATUS : New S UBHOLDINg O F : DSL Living Trust > Bank of New York Brokerage Account 340 \| filing_status: New	CACI	S (partial)	01/12/2021	02/01/2021	$1,001 - $15,000	1.00	CACI0.98	PartialPartial sale	Joint	Jan 12, 2021	$1,001 - $15,000mid $8K	Stock	modelled
7	JT	CDW Corporation (CDW) [ST] other: F ILINg S TATUS : New S UBHOLDINg O F : DSL Living Trust > Bank of New York Brokerage Account 340 \| filing_status: New	CDW	S (partial)	01/28/2021	02/01/2021	$1,001 - $15,000	1.00	CDW0.98	PartialPartial sale	Joint	Jan 28, 2021	$1,001 - $15,000mid $8K	Stock	modelled
8	JT	ChampionX Corporation (CHX) [ST] other: F ILINg S TATUS : New S UBHOLDINg O F : DSL Living Trust > Bank of New York Brokerage Account 340 \| filing_status: New	CHX	P	01/05/2021	02/01/2021	$1,001 - $15,000	1.00	—0.60	BuyBuy	Joint	Jan 5, 2021	$1,001 - $15,000mid $8K	Stock	Reviewnot modelled
9	JT	ChampionX Corporation (CHX) [ST] other: F ILINg S TATUS : New S UBHOLDINg O F : DSL Living Trust > Bank of New York Brokerage Account 340 \| filing_status: New	CHX	P	01/07/2021	02/01/2021	$1,001 - $15,000	1.00	—0.60	BuyBuy	Joint	Jan 7, 2021	$1,001 - $15,000mid $8K	Stock	Reviewnot modelled
10	JT	ChampionX Corporation (CHX) [ST] other: F ILINg S TATUS : New S UBHOLDINg O F : DSL Living Trust > Bank of New York Brokerage Account 340 \| filing_status: New	CHX	P	01/12/2021	02/01/2021	$1,001 - $15,000	1.00	—0.60	BuyBuy	Joint	Jan 12, 2021	$1,001 - $15,000mid $8K	Stock	Reviewnot modelled
11	JT	ChampionX Corporation (CHX) [ST] other: F ILINg S TATUS : New S UBHOLDINg O F : DSL Living Trust > Bank of New York Brokerage Account 340 \| filing_status: New	CHX	P	01/13/2021	02/01/2021	$1,001 - $15,000	1.00	—0.60	BuyBuy	Joint	Jan 13, 2021	$1,001 - $15,000mid $8K	Stock	Reviewnot modelled
12	JT	Change Healthcare Inc. (CHNg) [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	01/06/2021	02/01/2021	$1,001 - $15,000	1.00	—0.00	SellSell	Joint	Jan 6, 2021	$1,001 - $15,000mid $8K	Stock	not modelled
13	JT	CrowdStrike Holdings, Inc. - Class A (CRWD) [ST] other: F ILINg S TATUS : New S UBHOLDINg O F : DSL Living Trust > Bank of New York Brokerage Account 340 \| filing_status: New	CRWD	P	01/28/2021	02/01/2021	$1,001 - $15,000	1.00	CRWD0.98	BuyBuy	Joint	Jan 28, 2021	$1,001 - $15,000mid $8K	Stock	modelled
14	JT	Dell 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	DELL	S (partial)	01/28/2021	02/01/2021	$1,001 - $15,000	1.00	DELL0.98	PartialPartial sale	Joint	Jan 28, 2021	$1,001 - $15,000mid $8K	Stock	modelled
15	JT	Digital Realty Trust, Inc. (DLR) [ST] other: F ILINg S TATUS : New S UBHOLDINg O F : DSL Living Trust > Bank of New York Brokerage Account 340 \| filing_status: New	DLR	S	01/13/2021	02/01/2021	$1,001 - $15,000	1.00	DLR0.98	SellSell	Joint	Jan 13, 2021	$1,001 - $15,000mid $8K	Stock	modelled
16	JT	Digital Realty Trust, Inc. (DLR) [ST] other: F ILINg S TATUS : New S UBHOLDINg O F : DSL Living Trust > Bank of New York Brokerage Account 340 \| filing_status: New	DLR	S (partial)	01/12/2021	02/01/2021	$1,001 - $15,000	1.00	DLR0.98	PartialPartial sale	Joint	Jan 12, 2021	$1,001 - $15,000mid $8K	Stock	modelled
17	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	01/12/2021	02/01/2021	$1,001 - $15,000	1.00	—0.60	BuyBuy	Joint	Jan 12, 2021	$1,001 - $15,000mid $8K	Stock	Reviewnot modelled
18	JT	Dollar 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	DLTR	P	01/28/2021	02/01/2021	$1,001 - $15,000	1.00	DLTR0.98	BuyBuy	Joint	Jan 28, 2021	$1,001 - $15,000mid $8K	Stock	modelled
19	JT	Duke 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	DRE	S (partial)	01/12/2021	02/01/2021	$1,001 - $15,000	1.00	—0.60	PartialPartial sale	Joint	Jan 12, 2021	$1,001 - $15,000mid $8K	Stock	Reviewnot modelled
20	JT	Duke 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	DRE	S	01/13/2021	02/01/2021	$1,001 - $15,000	1.00	—0.60	SellSell	Joint	Jan 13, 2021	$1,001 - $15,000mid $8K	Stock	Reviewnot modelled
21	JT	Ecolab Inc. (ECL) [ST] other: F ILINg S TATUS : New S UBHOLDINg O F : DSL Living Trust > Bank of New York Brokerage Account 340 \| filing_status: New	ECL	S (partial)	01/05/2021	02/01/2021	$1,001 - $15,000	1.00	ECL0.98	PartialPartial sale	Joint	Jan 5, 2021	$1,001 - $15,000mid $8K	Stock	modelled
22	JT	Fiserv, 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	FISV	S (partial)	01/12/2021	02/01/2021	$1,001 - $15,000	1.00	FISV0.98	PartialPartial sale	Joint	Jan 12, 2021	$1,001 - $15,000mid $8K	Stock	modelled
23	JT	Fiserv, 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	FISV	S	01/13/2021	02/01/2021	$1,001 - $15,000	1.00	FISV0.98	SellSell	Joint	Jan 13, 2021	$1,001 - $15,000mid $8K	Stock	modelled
24	JT	FleetCor 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	FLT	P	01/13/2021	02/01/2021	$1,001 - $15,000	1.00	—0.60	BuyBuy	Joint	Jan 13, 2021	$1,001 - $15,000mid $8K	Stock	Reviewnot modelled
25	JT	Fortinet, Inc. (FTNT) [ST] other: F ILINg S TATUS : New S UBHOLDINg O F : DSL Living Trust > Bank of New York Brokerage Account 340 \| filing_status: New	FTNT	S	01/28/2021	02/01/2021	$1,001 - $15,000	1.00	FTNT0.98	SellSell	Joint	Jan 28, 2021	$1,001 - $15,000mid $8K	Stock	modelled
26	JT	grocery Outlet Holding Corp. (gO) [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)	01/28/2021	02/01/2021	$1,001 - $15,000	1.00	GO0.98	PartialPartial sale	Joint	Jan 28, 2021	$1,001 - $15,000mid $8K	Stock	modelled
27	JT	Howard Hughes Corporation (HHC) [ST] other: F ILINg S TATUS : New S UBHOLDINg O F : DSL Living Trust > Bank of New York Brokerage Account 340 \| filing_status: New	HHC	P	01/07/2021	02/01/2021	$1,001 - $15,000	1.00	HHH0.95	BuyBuy	Joint	Jan 7, 2021	$1,001 - $15,000mid $8K	Stock	Reviewmodelled
28	JT	IHS Markit Ltd. Common Shares (INFO) [ST] other: F ILINg S TATUS : New S UBHOLDINg O F : DSL Living Trust > Bank of New York Brokerage Account 340 \| filing_status: New	INFO	S	01/08/2021	02/01/2021	$1,001 - $15,000	1.00	—0.60	SellSell	Joint	Jan 8, 2021	$1,001 - $15,000mid $8K	Stock	Reviewnot modelled
29	JT	Leslie's, Inc. (LESL) [ST] other: F ILINg S TATUS : New S UBHOLDINg O F : DSL Living Trust > Bank of New York Brokerage Account 340 \| filing_status: New	LESL	P	01/12/2021	02/01/2021	$1,001 - $15,000	1.00	LESL0.98	BuyBuy	Joint	Jan 12, 2021	$1,001 - $15,000mid $8K	Stock	modelled
30	JT	Leslie's, Inc. (LESL) [ST] other: F ILINg S TATUS : New S UBHOLDINg O F : DSL Living Trust > Bank of New York Brokerage Account 340 \| filing_status: New	LESL	P	01/13/2021	02/01/2021	$1,001 - $15,000	1.00	LESL0.98	BuyBuy	Joint	Jan 13, 2021	$1,001 - $15,000mid $8K	Stock	modelled
31	JT	MarketAxess Holdings, Inc. (MKTX) [ST] other: F ILINg S TATUS : New S UBHOLDINg O F : DSL Living Trust > Bank of New York Brokerage Account 340 \| filing_status: New	MKTX	P	01/28/2021	02/01/2021	$1,001 - $15,000	1.00	MKTX0.98	BuyBuy	Joint	Jan 28, 2021	$1,001 - $15,000mid $8K	Stock	modelled
32	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	01/28/2021	02/01/2021	$1,001 - $15,000	1.00	MAT0.98	BuyBuy	Joint	Jan 28, 2021	$1,001 - $15,000mid $8K	Stock	modelled
33	JT	Realogy Holdings Corp. (RLgY) [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	01/12/2021	02/01/2021	$1,001 - $15,000	1.00	—0.00	BuyBuy	Joint	Jan 12, 2021	$1,001 - $15,000mid $8K	Stock	not modelled
34	JT	Roper 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	ROP	S	01/15/2021	02/01/2021	$1,001 - $15,000	1.00	ROP0.98	SellSell	Joint	Jan 15, 2021	$1,001 - $15,000mid $8K	Stock	modelled
35	JT	Service Properties Trust - Shares of Beneficial Interest (SVC) [ST] other: F ILINg S TATUS : New S UBHOLDINg O F : DSL Living Trust > Bank of New York Brokerage Account 340 \| filing_status: New	SVC	P	01/08/2021	02/01/2021	$1,001 - $15,000	1.00	SVC0.98	BuyBuy	Joint	Jan 8, 2021	$1,001 - $15,000mid $8K	Stock	modelled
36	JT	The AZEK Company Inc. Class A (AZEK) [ST] other: F ILINg S TATUS : New S UBHOLDINg O F : DSL Living Trust > Bank of New York Brokerage Account 340 \| filing_status: New	AZEK	P	01/28/2021	02/01/2021	$1,001 - $15,000	1.00	—0.60	BuyBuy	Joint	Jan 28, 2021	$1,001 - $15,000mid $8K	Stock	Reviewnot modelled
37	JT	The AZEK Company Inc. Class A (AZEK) [ST] other: F ILINg S TATUS : New S UBHOLDINg O F : DSL Living Trust > Bank of New York Brokerage Account 340 \| filing_status: New	AZEK	P	01/22/2021	02/01/2021	$1,001 - $15,000	1.00	—0.60	BuyBuy	Joint	Jan 22, 2021	$1,001 - $15,000mid $8K	Stock	Reviewnot modelled
38	JT	The goodyear Tire & Rubber Company (gT) [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	01/13/2021	02/01/2021	$1,001 - $15,000	1.00	GT0.98	BuyBuy	Joint	Jan 13, 2021	$1,001 - $15,000mid $8K	Stock	modelled
39	JT	The goodyear Tire & Rubber Company (gT) [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	01/12/2021	02/01/2021	$1,001 - $15,000	1.00	GT0.98	BuyBuy	Joint	Jan 12, 2021	$1,001 - $15,000mid $8K	Stock	modelled
40	JT	T-Mobile US, Inc. (TMUS) [ST] other: F ILINg S TATUS : New S UBHOLDINg O F : DSL Living Trust > Bank of New York Brokerage Account 340 \| filing_status: New	TMUS	S (partial)	01/05/2021	02/01/2021	$1,001 - $15,000	1.00	TMUS0.98	PartialPartial sale	Joint	Jan 5, 2021	$1,001 - $15,000mid $8K	Stock	modelled
41	JT	Vertiv 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	VRT	P	01/15/2021	02/01/2021	$1,001 - $15,000	1.00	VRT0.98	BuyBuy	Joint	Jan 15, 2021	$1,001 - $15,000mid $8K	Stock	modelled
42	JT	Vertiv 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	VRT	P	01/13/2021	02/01/2021	$1,001 - $15,000	1.00	VRT0.98	BuyBuy	Joint	Jan 13, 2021	$1,001 - $15,000mid $8K	Stock	modelled
43	JT	Vontier 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	VNT	P	01/13/2021	02/01/2021	$1,001 - $15,000	1.00	VNT0.98	BuyBuy	Joint	Jan 13, 2021	$1,001 - $15,000mid $8K	Stock	modelled
44	JT	Vontier 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	VNT	P	01/15/2021	02/01/2021	$1,001 - $15,000	1.00	VNT0.98	BuyBuy	Joint	Jan 15, 2021	$1,001 - $15,000mid $8K	Stock	modelled
45	JT	Wesco Aircraft Holdings, Inc. (WAIR) [ST] other: F ILINg S TATUS : New S UBHOLDINg O F : DSL Living Trust > Bank of New York Brokerage Account 340 \| filing_status: New	WAIR	P	01/12/2021	02/01/2021	$1,001 - $15,000	1.00	—0.60	BuyBuy	Joint	Jan 12, 2021	$1,001 - $15,000mid $8K	Stock	Reviewnot modelled
46	JT	WESCO International, Inc. (WCC) [ST] other: F ILINg S TATUS : New S UBHOLDINg O F : DSL Living Trust > Bank of New York Brokerage Account 340 \| filing_status: New	WCC	P	01/07/2021	02/01/2021	$1,001 - $15,000	1.00	WCC0.98	BuyBuy	Joint	Jan 7, 2021	$1,001 - $15,000mid $8K	Stock	modelled
47	JT	Westrock Company (WRK) [ST] other: F ILINg S TATUS : New S UBHOLDINg O F : DSL Living Trust > Bank of New York Brokerage Account 340 \| filing_status: New	WRK	P	01/12/2021	02/01/2021	$1,001 - $15,000	1.00	—0.60	BuyBuy	Joint	Jan 12, 2021	$1,001 - $15,000mid $8K	Stock	Reviewnot modelled
48	JT	Williams-Sonoma, Inc. Common Stock (WSM) [ST] other: F ILINg S TATUS : New S UBHOLDINg O F : DSL Living Trust > Bank of New York Brokerage Account 340 \| filing_status: New	WSM	P	01/11/2021	02/01/2021	$1,001 - $15,000	1.00	WSM0.98	BuyBuy	Joint	Jan 11, 2021	$1,001 - $15,000mid $8K	Stock	modelled
49	JT	Williams-Sonoma, Inc. Common Stock (WSM) [ST] other: F ILINg S TATUS : New S UBHOLDINg O F : DSL Living Trust > Bank of New York Brokerage Account 340 \| filing_status: New	WSM	P	01/12/2021	02/01/2021	$1,001 - $15,000	1.00	WSM0.98	BuyBuy	Joint	Jan 12, 2021	$1,001 - $15,000mid $8K	Stock	modelled
50	JT	Zillow group, Inc. - Class C Capital Stock (Z) [ST] other: F ILINg S TATUS : New S UBHOLDINg O F : DSL Living Trust > Bank of New York Brokerage Account 340 \| filing_status: New	Z	P	01/28/2021	02/01/2021	$1,001 - $15,000	1.00	Z0.98	BuyBuy	Joint	Jan 28, 2021	$1,001 - $15,000mid $8K	Stock	modelled