Official filing metadata
- Filer (as printed)
- Hon. Susie Lee
- Office (as printed)
- NV03
- Chamber
- House
- Filing type
- ptr
- Filing date
- May 5, 2021
- Filing year
- 2021
- Document format
Processing (ours)
- Status
- Parsed
- Rows parsed
- 23
- 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
- 2255
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 · 23
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 | Americold Realty Trust Common Shares (COLD) [ST] other: F ILINg S TATUS : New S UBHOLDINg O F : DSL Living Trust > Bank of New York Brokerage Account 340 | filing_status: New | COLD | S | 03/08/2021 | 04/01/2021 | $1,001 - $15,000 | 1.00 | COLD0.98 | SellSell | Joint | Mar 8, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 2 | JT | Bally's Corporation (BALY) [ST] other: F ILINg S TATUS : New S UBHOLDINg O F : DSL Living Trust > Bank of New York Brokerage Account 340 | filing_status: New | BALY | P | 03/05/2021 | 04/01/2021 | $1,001 - $15,000 | 1.00 | BALY0.98 | BuyBuy | Joint | Mar 5, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 3 | JT | CommScope Holding Company, Inc. (COMM) [ST] other: F ILINg S TATUS : New S UBHOLDINg O F : DSL Living Trust > Bank of New York Brokerage Account 340 | filing_status: New | COMM | P | 03/11/2021 | 04/01/2021 | $1,001 - $15,000 | 1.00 | —0.60 | BuyBuy | Joint | Mar 11, 2021 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 4 | 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 | S | 03/23/2021 | 04/01/2021 | $15,001 - $50,000 | 1.00 | CRWD0.98 | SellSell | Joint | Mar 23, 2021 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 5 | JT | Diversey Holdings Ltd (NASDAQ: DESY) [OT] other: F ILINg S TATUS : New S UBHOLDINg O F : DSL Living Trust > Bank of New York Brokerage Account 340 L OCATION : US D ESCRIPTION : Shares of Diversey Holdings Ltd. (DESY) purchased on 3/25/2021. | filing_status: New | DESY | P | 03/25/2021 | 04/01/2021 | $1,001 - $15,000 | 1.00 | —0.60 | BuyBuy | Joint | Mar 25, 2021 | $1,001 - $15,000mid $8K | Other | Reviewnot modelled |
| 6 | 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 | 03/25/2021 | 04/01/2021 | $1,001 - $15,000 | 1.00 | ECL0.98 | SellSell | Joint | Mar 25, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 7 | JT | Equinix, Inc. (EQIX) [ST] other: F ILINg S TATUS : New S UBHOLDINg O F : DSL Living Trust > Bank of New York Brokerage Account 340 | filing_status: New | EQIX | S | 03/23/2021 | 04/01/2021 | $1,001 - $15,000 | 1.00 | EQIX0.98 | SellSell | Joint | Mar 23, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 8 | JT | Fidelity National Information Services, Inc. (FIS) [ST] other: F ILINg S TATUS : New S UBHOLDINg O F : DSL Living Trust > Bank of New York Brokerage Account 340 | filing_status: New | FIS | S | 03/23/2021 | 04/01/2021 | $1,001 - $15,000 | 1.00 | FIS0.98 | SellSell | Joint | Mar 23, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 9 | JT | L3Harris Technologies, Inc. (LHX) [ST] other: F ILINg S TATUS : New S UBHOLDINg O F : DSL Living Trust > Bank of New York Brokerage Account 340 | filing_status: New | LHX | S | 03/05/2021 | 04/01/2021 | $1,001 - $15,000 | 1.00 | LHX0.98 | SellSell | Joint | Mar 5, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 10 | JT | Lamb 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 | LW | P | 03/10/2021 | 04/01/2021 | $1,001 - $15,000 | 1.00 | LW0.98 | BuyBuy | Joint | Mar 10, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 11 | JT | Planet Fitness, Inc. (PLNT) [ST] other: F ILINg S TATUS : New S UBHOLDINg O F : DSL Living Trust > Bank of New York Brokerage Account 340 | filing_status: New | PLNT | P | 03/10/2021 | 04/01/2021 | $1,001 - $15,000 | 1.00 | PLNT0.98 | BuyBuy | Joint | Mar 10, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 12 | JT | Planet Fitness, Inc. (PLNT) [ST] other: F ILINg S TATUS : New S UBHOLDINg O F : DSL Living Trust > Bank of New York Brokerage Account 340 | filing_status: New | PLNT | P | 03/08/2021 | 04/01/2021 | $1,001 - $15,000 | 1.00 | PLNT0.98 | BuyBuy | Joint | Mar 8, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 13 | JT | Pool Corporation (POOL) [ST] other: F ILINg S TATUS : New S UBHOLDINg O F : DSL Living Trust > Bank of New York Brokerage Account 340 | filing_status: New | POOL | S | 03/08/2021 | 04/01/2021 | $1,001 - $15,000 | 1.00 | POOL0.98 | SellSell | Joint | Mar 8, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 14 | JT | Realty Income Corporation (O) [ST] other: F ILINg S TATUS : New S UBHOLDINg O F : DSL Living Trust > Bank of New York Brokerage Account 340 | filing_status: New | O | S | 03/05/2021 | 04/01/2021 | $1,001 - $15,000 | 1.00 | O0.98 | SellSell | Joint | Mar 5, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 15 | 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) | 03/25/2021 | 04/01/2021 | $1,001 - $15,000 | 1.00 | RSG0.98 | PartialPartial sale | Joint | Mar 25, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 16 | JT | Resideo Technologies, Inc. (REZI) [ST] other: F ILINg S TATUS : New S UBHOLDINg O F : DSL Living Trust > Bank of New York Brokerage Account 340 | filing_status: New | REZI | P | 03/11/2021 | 04/01/2021 | $1,001 - $15,000 | 1.00 | REZI0.98 | BuyBuy | Joint | Mar 11, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 17 | JT | Sabre Corporation (SABR) [ST] other: F ILINg S TATUS : New S UBHOLDINg O F : DSL Living Trust > Bank of New York Brokerage Account 340 | filing_status: New | SABR | P | 03/08/2021 | 04/01/2021 | $1,001 - $15,000 | 1.00 | SABR0.98 | BuyBuy | Joint | Mar 8, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 18 | JT | Sabre Corporation (SABR) [ST] other: F ILINg S TATUS : New S UBHOLDINg O F : DSL Living Trust > Bank of New York Brokerage Account 340 | filing_status: New | SABR | P | 03/10/2021 | 04/01/2021 | $1,001 - $15,000 | 1.00 | SABR0.98 | BuyBuy | Joint | Mar 10, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 19 | JT | Sabre Corporation (SABR) [ST] other: F ILINg S TATUS : New S UBHOLDINg O F : DSL Living Trust > Bank of New York Brokerage Account 340 | filing_status: New | SABR | P | 03/25/2021 | 04/01/2021 | $1,001 - $15,000 | 1.00 | SABR0.98 | BuyBuy | Joint | Mar 25, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 20 | JT | US 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 | USFD | P | 03/10/2021 | 04/01/2021 | $1,001 - $15,000 | 1.00 | USFD0.98 | BuyBuy | Joint | Mar 10, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 21 | JT | Vivint Smart Home, Inc. (VVNT) [ST] other: F ILINg S TATUS : New S UBHOLDINg O F : DSL Living Trust > Bank of New York Brokerage Account 340 | filing_status: New | VVNT | P | 03/11/2021 | 04/01/2021 | $1,001 - $15,000 | 1.00 | —0.60 | BuyBuy | Joint | Mar 11, 2021 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 22 | JT | Wayfair Inc. Class A (W) [ST] other: F ILINg S TATUS : New S UBHOLDINg O F : DSL Living Trust > Bank of New York Brokerage Account 340 | filing_status: New | W | S | 03/08/2021 | 04/01/2021 | $1,001 - $15,000 | 1.00 | W0.98 | SellSell | Joint | Mar 8, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 23 | 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 | S (partial) | 03/24/2021 | 04/01/2021 | $1,001 - $15,000 | 1.00 | WSM0.98 | PartialPartial sale | Joint | Mar 24, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |