Official filing metadata
- Filer (as printed)
- Hon. Alan S. Lowenthal
- Office (as printed)
- CA47
- Chamber
- House
- Filing type
- ptr
- Filing date
- Mar 28, 2021
- Filing year
- 2021
- Document format
Processing (ours)
- Status
- Parsed
- Rows parsed
- 4
- 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
- 2300
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 · 4
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 | Adobe Inc. (ADBE) [ST] other: F ILINg S TATuS : New S uBHOLDINg O F : Neuberger Berman - Malumed Lowenthal Rev Trust | filing_status: New | ADBE | P | 03/17/2021 | 03/24/2021 | $898.16 | 1.00 | ADBE0.98 | BuyBuy | Joint | Mar 17, 2021 | $898.16 | Stock | Reviewnot modelled |
| 2 | JT | Ares Capital [CS] other: F ILINg S TATuS : New S uBHOLDINg O F : Neuberger Berman - Malumed Lowenthal Rev Trust D ESCRIPTION : Maturity date is 12/19/21, interest rate is 1.096% | filing_status: New | — | S | 03/18/2021 | 03/25/2021 | $1,001 - $15,000 | 1.00 | ARCC0.95 | SellSell | Joint | Mar 18, 2021 | $1,001 - $15,000mid $8K | Bond | not modelled |
| 3 | JT | Autodesk, Inc. (ADSK) [ST] other: F ILINg S TATuS : New S uBHOLDINg O F : Neuberger Berman - Malumed Lowenthal Rev Trust | filing_status: New | ADSK | P | 03/17/2021 | 03/24/2021 | $1,001 - $15,000 | 1.00 | ADSK0.98 | BuyBuy | Joint | Mar 17, 2021 | $1,001 - $15,000mid $8K | Stock | modelled |
| 4 | JT | SPDR S&P Regional Banking ETF (KRE) [ET] other: F ILINg S TATuS : New S uBHOLDINg O F : Neuberger Berman - Malumed Lowenthal Rev Trust | filing_status: New | KRE | P | 03/18/2021 | 03/25/2021 | $1,001 - $15,000 | 1.00 | KRE0.98 | BuyBuy | Joint | Mar 18, 2021 | $1,001 - $15,000mid $8K | Etf | modelled |