Susie Lee

Updated Sep 14, 2026

Democrat · House NV03

Wikipedia biography ↗Years Elected: About 7.7Rank: #128

Service dates

Federal elected service; earlier service not yet verified.

Jan 3, 2019 – Sep 16, 2026

Estimated public-equity portfolio performance

1 year

-19.37%

Cumulative estimated return

SPY: 14.60%
Outperformance: -33.97 percentage points

2025-09-15 – 2026-09-15

Missing information

271 trades outside the available price history.
136 rows without a saved price.
109 sales exceeding observed holdings (unmatched amount omitted).

3 years

-35.27%

Cumulative estimated return

SPY: 70.83%
Outperformance: -106.10 percentage points

2023-09-15 – 2026-09-15

Missing information

271 trades outside the available price history.
136 rows without a saved price.
109 sales exceeding observed holdings (unmatched amount omitted).

5 years

-53.45%

Cumulative estimated return

SPY: 69.11%
Outperformance: -122.56 percentage points

2021-09-15 – 2026-09-15

Missing information

271 trades outside the available price history.
136 rows without a saved price.
109 sales exceeding observed holdings (unmatched amount omitted).

As of Sep 15, 2026. 629 parsed trades. Ranks use three-year return.

How estimates are calculated

Returns use correctly parsed individual-stock holdings, purchases and sales, with Tradier prices for unsold positions. Bounded reported amounts use their midpoint; trades reported as “over $5 million” use $5 million. Daily returns exclude cash contributions and holdings-value reconciliations. Sale proceeds remain as cash. Unparsed records and entries without usable amounts or prices are omitted; no missing trades or holdings are invented. Sales can only reduce observed holdings. The dates on each card show the available calculation period, which can be shorter than the requested period. These are estimates of the parsed portion of the portfolio, not verified brokerage returns.

Current holdings

Last reported holdings valued Dec 31, 2025. Original disclosure ↗. These are reported positions, not a live account balance.

This extraction is incomplete or awaiting reconciliation. The source may contain additional holdings.

Asset	Owner	Reported value	Purchased	Purchase price	Last close	Current ROI
FLL	Not reported	$250,001 - $500,000	Unavailable	Unavailable	Unavailable	Unavailable
CCL	Not reported	None	Unavailable	Unavailable	$22.11Sep 15, 2026	Unavailable
GDEN	Not reported	None	Unavailable	Unavailable	Unavailable	Unavailable
MAR	Not reported	None	Unavailable	Unavailable	$337.24Sep 15, 2026	Unavailable
VAC	Not reported	None	Unavailable	Unavailable	Unavailable	Unavailable
SONY	Not reported	None	Unavailable	Unavailable	$23.92Sep 15, 2026	Unavailable
SBUX	Not reported	None	Unavailable	Unavailable	$96.58Sep 15, 2026	Unavailable
TNC	Not reported	None	Unavailable	Unavailable	Unavailable	Unavailable
FLL	Not reported	None	Unavailable	Unavailable	Unavailable	Unavailable
SBUX	Not reported	None	Unavailable	Unavailable	$96.58Sep 15, 2026	Unavailable

ROI is the price change from the latest matched, unsold purchase to the last stored close, as on the ticker page. Purchase prices are that day’s closing prices. Missing acquisition or price evidence is unavailable; dividends are excluded.

Estimated positions as of Sep 15, 2026

Asset	Owner	Estimated units	Estimated value
ARW Subtrust ⇒ Fidelity Investments ARW Subtrust Brokerage Account ⇒ Avis Budget Group, Inc. - Common Stock (CAR) [ST]	dependent	45.13426604987024709466320659	5349.76
Lee Children's Trust ⇒ Fidelity Investments Lee Children's Trust Brokerage Account ⇒ Century Casinos, Inc. - Common Stock (CNTY) [ST]	dependent	6659.938524590163934426229508	7392.53
Lee Children's Trust ⇒ Fidelity Investments Lee Children's Trust Brokerage Account ⇒ Full House Resorts, Inc. - Common Stock (FLL) [ST]	dependent	293296.3687150837988826815642	539665.32
ARW Subtrust ⇒ Fidelity Investments ARW Subtrust Brokerage Account ⇒ Mondelez International, Inc. - Class A Common Stock (MDLZ) [ST]	dependent	110.4583736020985779373187906	6859.47
ARW Subtrust ⇒ Fidelity Investments ARW Subtrust Brokerage Account ⇒ 3M Company Common Stock (MMM) [ST]	dependent	87.53309569947783754030305237	14414.07
Lee Children's Trust ⇒ Fidelity Investments Lee Children's Trust Brokerage Account ⇒ Myers Industries, Inc. Common Stock (MYE) [ST]	dependent	19181.61125319693094629156010	571420.20
ARW Subtrust ⇒ Fidelity Investments ARW Subtrust Brokerage Account ⇒ Public Service Enterprise Group Incorporated Common Stock (PEG) [ST]	dependent	531.4881439084219133278822567	37427.40
ARW Subtrust ⇒ Fidelity Investments ARW Subtrust Brokerage Account ⇒ Sony Group Corporation American Depositary Shares (SONY) [ST]	dependent	9545.206048501616926012810284	228321.33
ARW Subtrust ⇒ Fidelity Investments ARW Subtrust Brokerage Account ⇒ Wyndham Hotels & Resorts, Inc. Common Stock (WH) [ST]	dependent	99.49633130207685611242382788	6714.01
DSL Living Trust ⇒ Fidelity Investments Brokerage Account ⇒ Century Casinos, Inc. - Common Stock (CNTY) [ST]	joint	2469.290123456790123456790123	2740.91
DSL Living Trust ⇒ Bank of New York Brokerage account 340 ⇒ Dine Brands Global, Inc. (DIN) [ST]	joint	137.9396551724137931034482759	3735.41
DSL Living Trust ⇒ Bank of New York Brokerage account 340 ⇒ Digital Realty Trust, Inc. (DLR) [ST]	joint	57.34714357393735216113540248	10280.62
Domino's Pizza Inc (DPZ) [ST]	joint	44.46427036729840866742455398	13820.38
DSL Living Trust ⇒ Bank of New York Brokerage Account 740 ⇒ Full House Resorts, Inc. - Common Stock (FLL) [ST]	joint	735294.2401960784313725490196	1352941.40
Shift4 Payments, Inc. Class A (FOUR) [ST]	joint	127.1134582938163634082616290	5383.25
DSL Living Trust ⇒ Bank of New York Brokerage account 340 ⇒ GoDaddy Inc. Class a (GDDY) [ST]	joint	96.44966847498493068113321278	9874.52
DSL Living Trust ⇒ Bank of New York Brokerage account 340 ⇒ Grocery Outlet Holding Corp. (GO) [ST]	joint	203.8343949044585987261146497	2342.06
DSL Living Trust ⇒ Bank of New York Brokerage account 340 ⇒ Hannon armstrong Sustainable Infrastructure Capital, Inc. (HaSI) [ST]	joint	126.1311682169320510799306322	4594.96
Lear Corporation (LEA) [ST]	joint	98.29459327485777337022395506	12402.81
Leslie's, Inc. (LESL) [ST]	joint	5.38875444326868296004281900	2.52
Lamb Weston Holdings, Inc. (LW) [ST]	joint	297.0679658936100808672736201	13988.93
DSL Living Trust ⇒ Bank of New York Brokerage account 340 ⇒ Masco Corporation (MaS) [ST]	joint	145.6490078281449117058073912	10032.30
Planet Fitness, Inc. (PLNT) [ST]	joint	198.0035490906424843511605062	10060.56
Rackspace Technology, Inc. (RXT) [ST]	joint	261.4294442963063794306095506	873.17
Sabre Corporation (SABR) [ST]	joint	1560.021860634781152356288826	3260.45
DSL Living Trust ⇒ Bank of New York Brokerage account 340 ⇒ Sherwin-Williams Company (SHW) [ST]	joint	32.65910111442217414377270686	10556.07
SS&C Technologies Holdings, Inc. (SSNC) [ST]	joint	297.9234436364752086401570938	24218.20
Molson Coors Beverage Company Class B (TAP) [ST]	joint	4.9426604388435421999166013	194.10
TransUnion (TRU) [ST]	joint	47.7496251118901409146678840	3677.68
DSL Living Trust ⇒ Bank of New York Brokerage account 340 ⇒ Tetra Tech, Inc. (TTEK) [ST]	joint	345.5044049058559336673000518	12686.92
DSL Living Trust ⇒ Bank of New York Brokerage account 340 ⇒ Workday, Inc. - Class a (WDaY) [ST]	joint	33.38967488836025207629063895	6366.41
Wyndham Hotels & Resorts, Inc. (WH) [ST]	joint	3.2699427530667053143853466	220.66
DSL Living Trust ⇒ Bank of New York Brokerage account 340 ⇒ Westlake Chemical Corporation (WLK) [ST]	joint	98.04534313725490196078431373	6865.13
Zillow group, Inc. - Class C Capital Stock (Z) [ST]	joint	47.37668028661100254633741932	1540.69
Full House Resorts, Inc. - Common Stock (FLL) [ST]	not_reported	134496.0042338197470488074107	247472.65
Fidelity Investments Individual Brokerage ⇒ Bank of america Corporation (BaC) [ST]	spouse	263.9557901682612999010227648	15710.65
Fidelity Investments Rollover IRa ⇒ Full House Resorts, Inc. (FLL) [ST]	spouse	771628.7531806615776081424936	1419796.91
Fidelity Investments Individual Brokerage ⇒ Marriott International - Class a (MaR) [ST]	spouse	1326.565342631898120072771377	447370.90
Fidelity Investments Individual Brokerage ⇒ Tennant Company (TNC) [ST]	spouse	1068.839960096907510332050734	73343.80
Fidelity Investments Individual Brokerage ⇒ Marriott Vacations Worldwide Corporation (VaC) [ST]	spouse	58.30418306369333916338726133	5897.47

Completed trades

Estimated purchase/sale matches from accepted transaction reports. Closing prices and reported amount midpoints estimate shares, with oldest purchases matched first within the same stock, owner and disclosed account. A row may represent a partial sale. These are price returns, not verified execution prices or brokerage returns; dividends are excluded. Annual schedules and unmatched or ambiguous activity are omitted here.

Ticker	Owner	Purchase date	Purchase price	Sale date	Sale price	Return
No completed purchase/sale matches are available from the collected records.

All trades

224 public-equity trades. Annual schedule rows are labeled because they may repeat transaction reports. Superseded and unresolved reports remain in the disclosures below.

Transaction type:

Ticker:

Clear Filters

Public-equity transactions, newest transaction dates first
Ticker	Owner	Transaction Type	Trade Date	Found Date
FLL — Full House Resorts, Inc. - Common Stock (FLL) [ST]	Not reported	Sale (partial) Source rows (1) $1,001 - $15,000 Original ↗ · Row 2 · Ptr not_reported · S (partial) · $1,001 - $15,000	Jul 1, 2026	Sep 11, 2026
FLL — Full House Resorts, Inc. - Common Stock (FLL) [ST]	Not reported	Sale (partial) Source rows (1) $1,001 - $15,000 Original ↗ · Row 1 · Ptr not_reported · S (partial) · $1,001 - $15,000	Jun 1, 2026	Sep 11, 2026
FLL — Full House Resorts, Inc. - Common Stock (FLL) [ST]	Not reported	Sale (partial) Source rows (1) $1,001 - $15,000 Original ↗ · Row 1 · Ptr not_reported · S (partial) · $1,001 - $15,000	Apr 21, 2026	Sep 11, 2026
FLL — Suzanne K Lee Trust ⇒ Fidelity Investments Brokerage 249 ⇒ Full House Resorts, Inc. - Common Stock (FLL) [ST]	Not reported	SaleAnnual schedule; may repeat a PTR Source rows (1) $500,001 - $1,000,000 Original ↗ · Row 13 · Annual not_reported · S · $500,001 - $1,000,000	Jul 23, 2025	Sep 14, 2026
FLL — Full House Resorts, Inc. - Common Stock (FLL) [ST]	Not reported	Sale Source rows (1) $500,001 - $1,000,000 Original ↗ · Row 1 · Ptr not_reported · S · $500,001 - $1,000,000	Jul 23, 2025	Sep 11, 2026
FLL — Suzanne K Lee Trust ⇒ Fidelity Investments Brokerage 249 ⇒ Full House Resorts, Inc. - Common Stock (FLL) [ST]	Not reported	Sale (partial)Annual schedule; may repeat a PTR Source rows (1) $250,001 - $500,000 Original ↗ · Row 9 · Annual not_reported · S (partial) · $250,001 - $500,000	Jun 13, 2025	Sep 14, 2026
FLL — Full House Resorts, Inc. - Common Stock (FLL) [ST]	Not reported	Sale (partial) Source rows (2) $750,002–$1,500,000 Original ↗ · Row 1 · Ptr not_reported · S (partial) · $250,001 - $500,000 Original ↗ · Row 2 · Ptr not_reported · S (partial) · $500,001 - $1,000,000	Jun 13, 2025	Sep 11, 2026
FLL — Suzanne K Lee Trust ⇒ Fidelity Investments Brokerage 249 ⇒ Full House Resorts, Inc. - Common Stock (FLL) [ST]	Not reported	Sale (partial)Annual schedule; may repeat a PTR Source rows (1) $1,001 - $15,000 Original ↗ · Row 46 · Annual not_reported · S (partial) · $1,001 - $15,000	Mar 28, 2025	Sep 14, 2026
FLL — Full House Resorts, Inc. - Common Stock (FLL) [ST]	Not reported	Sale (partial) Source rows (1) $1,001 - $15,000 Original ↗ · Row 4 · Ptr not_reported · S (partial) · $1,001 - $15,000	Mar 28, 2025	Sep 11, 2026
FLL — Suzanne K Lee Trust ⇒ Fidelity Investments Brokerage 249 ⇒ Full House Resorts, Inc. - Common Stock (FLL) [ST]	Not reported	Sale (partial)Annual schedule; may repeat a PTR Source rows (1) $15,001 - $50,000 Original ↗ · Row 45 · Annual not_reported · S (partial) · $15,001 - $50,000	Mar 20, 2025	Sep 14, 2026
FLL — Full House Resorts, Inc. - Common Stock (FLL) [ST]	Not reported	Sale (partial) Source rows (1) $15,001 - $50,000 Original ↗ · Row 3 · Ptr not_reported · S (partial) · $15,001 - $50,000	Mar 20, 2025	Sep 11, 2026
CNTY — Suzanne K Lee Trust ⇒ Fidelity Brokerage 402 ⇒ Century Casinos, Inc. - Common Stock (CNTY) [ST]	Not reported	SaleAnnual schedule; may repeat a PTR Source rows (1) $1,001 - $15,000 Original ↗ · Row 1 · Annual not_reported · S · $1,001 - $15,000	Mar 14, 2025	Sep 14, 2026
GDEN — Suzanne K Lee Trust ⇒ Fidelity Brokerage 402 ⇒ Golden Entertainment, Inc. - Common Stock (GDEN) [ST]	Not reported	SaleAnnual schedule; may repeat a PTR Source rows (1) $1,001 - $15,000 Original ↗ · Row 2 · Annual not_reported · S · $1,001 - $15,000	Mar 14, 2025	Sep 14, 2026
MAR — Suzanne K Lee Trust ⇒ Fidelity Brokerage 402 ⇒ Marriott International - Class A Common Stock (MAR) [ST]	Not reported	SaleAnnual schedule; may repeat a PTR Source rows (1) $1,001 - $15,000 Original ↗ · Row 3 · Annual not_reported · S · $1,001 - $15,000	Mar 14, 2025	Sep 14, 2026
MGM — Suzanne K Lee Trust ⇒ Fidelity Brokerage 402 ⇒ MGM Resorts International Common Stock (MGM) [ST]	Not reported	SaleAnnual schedule; may repeat a PTR Source rows (1) $1,001 - $15,000 Original ↗ · Row 4 · Annual not_reported · S · $1,001 - $15,000	Mar 14, 2025	Sep 14, 2026
SONY — Suzanne K Lee Trust ⇒ Fidelity Brokerage 402 ⇒ Sony Group Corporation American Depositary Shares (SONY) [ST]	Not reported	SaleAnnual schedule; may repeat a PTR Source rows (1) $1,001 - $15,000 Original ↗ · Row 5 · Annual not_reported · S · $1,001 - $15,000	Mar 14, 2025	Sep 14, 2026
SBUX — Suzanne K Lee Trust ⇒ Fidelity Brokerage 402 ⇒ Starbucks Corporation - Common Stock (SBUX) [ST]	Not reported	SaleAnnual schedule; may repeat a PTR Source rows (1) $15,001 - $50,000 Original ↗ · Row 6 · Annual not_reported · S · $15,001 - $50,000	Mar 14, 2025	Sep 14, 2026
TNC — Suzanne K Lee Trust ⇒ Fidelity Brokerage 402 ⇒ Tennant Company Common Stock (TNC) [ST]	Not reported	SaleAnnual schedule; may repeat a PTR Source rows (1) $1,001 - $15,000 Original ↗ · Row 7 · Annual not_reported · S · $1,001 - $15,000	Mar 14, 2025	Sep 14, 2026
WYNN — Suzanne K Lee Trust ⇒ Fidelity Brokerage 402 ⇒ Wynn Resorts, Limited - Common Stock (WYNN) [ST]	Not reported	SaleAnnual schedule; may repeat a PTR Source rows (1) $1,001 - $15,000 Original ↗ · Row 8 · Annual not_reported · S · $1,001 - $15,000	Mar 14, 2025	Sep 14, 2026
CCL — Suzanne K Lee Trust ⇒ Fidelity Brokerage 402 ⇒ Carnival Corporation Common Stock (CCL) [ST]	Not reported	SaleAnnual schedule; may repeat a PTR Source rows (1) $1,001 - $15,000 Original ↗ · Row 47 · Annual not_reported · S · $1,001 - $15,000	Mar 14, 2025	Sep 14, 2026
CCL — Carnival Corporation Common Stock (CCL) [ST]	Not reported	Sale Source rows (1) $1,001 - $15,000 Original ↗ · Row 1 · Ptr not_reported · S · $1,001 - $15,000	Mar 14, 2025	Sep 11, 2026
CNTY — Century Casinos, Inc. - Common Stock (CNTY) [ST]	Not reported	Sale Source rows (1) $1,001 - $15,000 Original ↗ · Row 2 · Ptr not_reported · S · $1,001 - $15,000	Mar 14, 2025	Sep 11, 2026
GDEN — Golden Entertainment, Inc. - Common Stock (GDEN) [ST]	Not reported	Sale Source rows (1) $1,001 - $15,000 Original ↗ · Row 5 · Ptr not_reported · S · $1,001 - $15,000	Mar 14, 2025	Sep 11, 2026
MAR — Marriott International - Class A Common Stock (MAR) [ST]	Not reported	Sale Source rows (1) $1,001 - $15,000 Original ↗ · Row 6 · Ptr not_reported · S · $1,001 - $15,000	Mar 14, 2025	Sep 11, 2026
MGM — MGM Resorts International Common Stock (MGM) [ST]	Not reported	Sale Source rows (1) $1,001 - $15,000 Original ↗ · Row 7 · Ptr not_reported · S · $1,001 - $15,000	Mar 14, 2025	Sep 11, 2026
SONY — Sony Group Corporation American Depositary Shares (SONY) [ST]	Not reported	Sale Source rows (1) $1,001 - $15,000 Original ↗ · Row 8 · Ptr not_reported · S · $1,001 - $15,000	Mar 14, 2025	Sep 11, 2026
SBUX — Starbucks Corporation - Common Stock (SBUX) [ST]	Not reported	Sale Source rows (1) $15,001 - $50,000 Original ↗ · Row 9 · Ptr not_reported · S · $15,001 - $50,000	Mar 14, 2025	Sep 11, 2026
TNC — Tennant Company Common Stock (TNC) [ST]	Not reported	Sale Source rows (1) $1,001 - $15,000 Original ↗ · Row 10 · Ptr not_reported · S · $1,001 - $15,000	Mar 14, 2025	Sep 11, 2026
WYNN — Wynn Resorts, Limited - Common Stock (WYNN) [ST]	Not reported	Sale Source rows (1) $1,001 - $15,000 Original ↗ · Row 11 · Ptr not_reported · S · $1,001 - $15,000	Mar 14, 2025	Sep 11, 2026
FLL — Suzanne K Lee Trust ⇒ Fidelity Investments Brokerage 249 ⇒ Full House Resorts, Inc. - Common Stock (FLL) [ST]	Not reported	Sale (partial)Annual schedule; may repeat a PTR Source rows (1) $15,001 - $50,000 Original ↗ · Row 44 · Annual not_reported · S (partial) · $15,001 - $50,000	Mar 12, 2025	Sep 14, 2026
FLL — Full House Resorts, Inc. - Common Stock (FLL) [ST]	Not reported	Sale (partial) Source rows (1) $15,001 - $50,000 Original ↗ · Row 4 · Ptr not_reported · S (partial) · $15,001 - $50,000	Mar 12, 2025	Sep 11, 2026
FLL — Suzanne K Lee Trust ⇒ Fidelity Investments Brokerage 249 ⇒ Full House Resorts, Inc. - Common Stock (FLL) [ST]	Not reported	Sale (partial)Annual schedule; may repeat a PTR Source rows (1) $15,001 - $50,000 Original ↗ · Row 43 · Annual not_reported · S (partial) · $15,001 - $50,000	Feb 24, 2025	Sep 14, 2026
FLL — Full House Resorts, Inc. - Common Stock (FLL) [ST]	Not reported	Sale (partial) Source rows (1) $15,001 - $50,000 Original ↗ · Row 3 · Ptr not_reported · S (partial) · $15,001 - $50,000	Feb 24, 2025	Sep 11, 2026
FLL — Suzanne K Lee Trust ⇒ Fidelity Investments Brokerage 249 ⇒ Full House Resorts, Inc. - Common Stock (FLL) [ST]	Not reported	Sale (partial)Annual schedule; may repeat a PTR Source rows (1) $15,001 - $50,000 Original ↗ · Row 42 · Annual not_reported · S (partial) · $15,001 - $50,000	Feb 21, 2025	Sep 14, 2026
FLL — Full House Resorts, Inc. - Common Stock (FLL) [ST]	Not reported	Sale (partial) Source rows (1) $15,001 - $50,000 Original ↗ · Row 2 · Ptr not_reported · S (partial) · $15,001 - $50,000	Feb 21, 2025	Sep 11, 2026
FLL — Suzanne K Lee Trust ⇒ Fidelity Investments Brokerage 249 ⇒ Full House Resorts, Inc. - Common Stock (FLL) [ST]	Not reported	Sale (partial)Annual schedule; may repeat a PTR Source rows (1) $15,001 - $50,000 Original ↗ · Row 41 · Annual not_reported · S (partial) · $15,001 - $50,000	Feb 13, 2025	Sep 14, 2026
FLL — Full House Resorts, Inc. - Common Stock (FLL) [ST]	Not reported	Sale (partial) Source rows (1) $15,001 - $50,000 Original ↗ · Row 1 · Ptr not_reported · S (partial) · $15,001 - $50,000	Feb 13, 2025	Sep 11, 2026
RNMBY — RHEINMETALL AG UNSP/ADR (RNMBY) [ST]	Dependent	Purchase Source rows (1) $1,001 - $15,000 Original ↗ · Row 1 · Ptr dependent · P · $1,001 - $15,000	May 10, 2024	Sep 12, 2026
RCL — DSL Living Trust ⇒ Fidelity Investments Brokerage Account ⇒ Royal Caribbean Cruises Ltd. (RCL) [ST]	Joint	SaleAnnual schedule; may repeat a PTR Source rows (1) $1,001 - $15,000 Original ↗ · Row 14 · Annual joint · S · $1,001 - $15,000	Sep 13, 2023	Sep 14, 2026
RCL — Royal Caribbean Cruises Ltd. (RCL) [ST]	Joint	Sale Source rows (1) $1,001 - $15,000 Original ↗ · Row 1 · Ptr joint · S · $1,001 - $15,000	Sep 13, 2023	Sep 12, 2026
AQUA — DSL Living Trust ⇒ Bank of New York Brokerage Account 340 ⇒ Evoqua Water Technologies Corp. (AQUA) [ST]	Joint	SaleAnnual schedule; may repeat a PTR Source rows (1) $15,001 - $50,000 Original ↗ · Row 4 · Annual joint · S · $15,001 - $50,000	May 9, 2023	Sep 14, 2026
IT — DSL Living Trust ⇒ Bank of New York Brokerage Account 340 ⇒ Gartner, Inc. (IT) [ST]	Joint	SaleAnnual schedule; may repeat a PTR Source rows (1) $1,001 - $15,000 Original ↗ · Row 5 · Annual joint · S · $1,001 - $15,000	May 9, 2023	Sep 14, 2026
IQV — DSL Living Trust ⇒ Bank of New York Brokerage Account 340 ⇒ IQVIA Holdings, Inc. (IQV) [ST]	Joint	SaleAnnual schedule; may repeat a PTR Source rows (1) $1,001 - $15,000 Original ↗ · Row 7 · Annual joint · S · $1,001 - $15,000	May 9, 2023	Sep 14, 2026
KEYS — DSL Living Trust ⇒ Bank of New York Brokerage Account 340 ⇒ Keysight Technologies Inc. (KEYS) [ST]	Joint	SaleAnnual schedule; may repeat a PTR Source rows (1) $1,001 - $15,000 Original ↗ · Row 8 · Annual joint · S · $1,001 - $15,000	May 9, 2023	Sep 14, 2026
MSI — DSL Living Trust ⇒ Bank of New York Brokerage Account 340 ⇒ Motorola Solutions, Inc. (MSI) [ST]	Joint	SaleAnnual schedule; may repeat a PTR Source rows (1) $15,001 - $50,000 Original ↗ · Row 10 · Annual joint · S · $15,001 - $50,000	May 9, 2023	Sep 14, 2026
NDAQ — DSL Living Trust ⇒ Bank of New York Brokerage Account 340 ⇒ Nasdaq, Inc. (NDAQ) [ST]	Joint	SaleAnnual schedule; may repeat a PTR Source rows (1) $1,001 - $15,000 Original ↗ · Row 11 · Annual joint · S · $1,001 - $15,000	May 9, 2023	Sep 14, 2026
ON — DSL Living Trust ⇒ Bank of New York Brokerage Account 340 ⇒ ON Semiconductor Corporation (ON) [ST]	Joint	SaleAnnual schedule; may repeat a PTR Source rows (1) $1,001 - $15,000 Original ↗ · Row 12 · Annual joint · S · $1,001 - $15,000	May 9, 2023	Sep 14, 2026
AQUA — Evoqua Water Technologies Corp. (AQUA) [ST]	Joint	Sale Source rows (1) $15,001 - $50,000 Original ↗ · Row 1 · Ptr joint · S · $15,001 - $50,000	May 9, 2023	Sep 12, 2026
IT — Gartner, Inc. (IT) [ST]	Joint	Sale Source rows (1) $1,001 - $15,000 Original ↗ · Row 2 · Ptr joint · S · $1,001 - $15,000	May 9, 2023	Sep 12, 2026
IQV — IQVIA Holdings, Inc. (IQV) [ST]	Joint	Sale Source rows (1) $1,001 - $15,000 Original ↗ · Row 3 · Ptr joint · S · $1,001 - $15,000	May 9, 2023	Sep 12, 2026

All disclosures

53 collected financial disclosures. Collection does not establish complete lifetime activity; missing source years and request-only documents may leave gaps.

Filed	Report	Holdings date	Availability
Aug 12, 2026	Susie Lee — Annual report filed 2026-08-12 Annual	Dec 31, 2025	Needs review
Jul 8, 2026	Susie Lee — PTR filed 2026-07-08 Ptr	Not established	Parsed
Jun 4, 2026	Susie Lee — PTR filed 2026-06-04 Ptr	Not established	Parsed
Apr 15, 2026	Susie Lee — Financial disclosure (X) filed 2026-04-15 Financial	Not established	Parsed
Aug 22, 2025	Susie Lee — PTR filed 2025-08-22 Ptr	Not established	Parsed
Aug 12, 2025	Susie Lee — Annual report filed 2025-08-12 Annual	Dec 31, 2024	Needs review
Jul 10, 2025	Susie Lee — PTR filed 2025-07-10 Ptr	Not established	Parsed
Apr 16, 2025	Susie Lee — Financial disclosure (X) filed 2025-04-16 Financial	Not established	Parsed
Apr 11, 2025	Susie Lee — PTR filed 2025-04-11 Ptr	Not established	Parsed
Mar 14, 2025	Susie Lee — PTR filed 2025-03-14 Ptr	Not established	Parsed
Aug 9, 2024	Susie Lee — Annual report filed 2024-08-09 Annual	Dec 31, 2023	Needs review
May 24, 2024	Susie Lee — PTR filed 2024-05-24 Ptr	Not established	Parsed
Apr 24, 2024	Susie Lee — Financial disclosure (X) filed 2024-04-24 Financial	Not established	Parsed
Oct 10, 2023	Susie Lee — PTR filed 2023-10-10 Ptr	Not established	Parsed
Aug 11, 2023	Susie Lee — Annual report filed 2023-08-11 Annual	Dec 31, 2022	Needs review
May 26, 2023	Susie Lee — PTR filed 2023-05-26 Ptr	Not established	Parsed
May 12, 2023	Susie Lee — PTR filed 2023-05-12 Ptr	Not established	Parsed
May 8, 2023	Susie Lee — Financial disclosure (X) filed 2023-05-08 Financial	Not established	Parsed
Dec 29, 2022	Susie Lee — PTR filed 2022-12-29 Ptr	Not established	Parsed
Nov 14, 2022	Susie Lee — PTR filed 2022-11-14 Ptr	Not established	Parsed
Aug 13, 2022	Susie Lee — Annual report filed 2022-08-13 Annual	Dec 31, 2021	Needs review
Aug 13, 2022	Susie Lee — PTR filed 2022-08-13 Ptr	Not established	Needs review
Jun 21, 2022	Susie Lee — PTR filed 2022-06-21 Ptr	Not established	Parsed
May 18, 2022	Susie Lee — PTR filed 2022-05-18 Ptr	Not established	Parsed
May 2, 2022	Susie Lee — Financial disclosure (X) filed 2022-05-02 Financial	Not established	Parsed
Mar 4, 2022	Susie Lee — PTR filed 2022-03-04 Ptr	Not established	Parsed
Feb 3, 2022	Susie Lee — PTR filed 2022-02-03 Ptr	Not established	Parsed
Nov 9, 2021	Susie Lee — PTR filed 2021-11-09 Ptr	Not established	Parsed
Oct 19, 2021	Susie Lee — PTR filed 2021-10-19 Ptr	Not established	Parsed
Oct 12, 2021	Susie Lee — PTR filed 2021-10-12 Ptr	Not established	Parsed
Sep 23, 2021	Susie Lee — PTR filed 2021-09-23 Ptr	Not established	Parsed
Sep 10, 2021	Susie Lee — PTR filed 2021-09-10 Ptr	Not established	Parsed
Aug 13, 2021	Susie Lee — Annual report filed 2021-08-13 Annual	Dec 31, 2020	Needs review
Aug 13, 2021	Susie Lee — PTR filed 2021-08-13 Ptr	Not established	Parsed
Jul 13, 2021	Susie Lee — PTR filed 2021-07-13 Ptr	Not established	Parsed
Jun 14, 2021	Susie Lee — PTR filed 2021-06-14 Ptr	Not established	Parsed
May 10, 2021	Susie Lee — PTR filed 2021-05-10 Ptr	Not established	Parsed
May 5, 2021	Susie Lee — PTR filed 2021-05-05 Ptr	Not established	Parsed
Apr 26, 2021	Susie Lee — Financial disclosure (X) filed 2021-04-26 Financial	Not established	Parsed
Mar 11, 2021	Susie Lee — PTR filed 2021-03-11 Ptr	Not established	Parsed
Feb 10, 2021	Susie Lee — PTR filed 2021-02-10 Ptr	Not established	Parsed
Jan 11, 2021	Susie Lee — PTR filed 2021-01-11 Ptr	Not established	Parsed
Dec 8, 2020	Susie Lee — PTR filed 2020-12-08 Ptr	Not established	Parsed
Oct 24, 2020	Susie Lee — PTR filed 2020-10-24 Ptr	Not established	Parsed
Oct 7, 2020	Susie Lee — PTR filed 2020-10-07 Ptr	Not established	Parsed
Sep 3, 2020	Susie Lee — PTR filed 2020-09-03 Ptr	Not established	Parsed
Aug 13, 2020	Susie Lee — Annual report filed 2020-08-13 Annual	Dec 31, 2019	Needs review
Jul 10, 2020	Susie Lee — PTR filed 2020-07-10 Ptr	Not established	Needs review
Jun 15, 2020	Susie Lee — PTR filed 2020-06-15 Ptr	Not established	Parsed
Apr 28, 2020	Susie Lee — PTR filed 2020-04-28 Ptr	Not established	Parsed