Susie Lee

Estimate as of Oct 26, 2026

Democrat · House NV03

Wikipedia biography ↗Years Elected: About 7.8Rank: #125

Service dates

Federal elected service; earlier service not yet verified.

Jan 3, 2019 – Nov 2, 2026

Estimated public-equity portfolio performance

1 year

5.51%

Cumulative estimated return

SPY: 13.01%
Outperformance: -7.50 percentage points

2025-10-24 – 2026-10-26

Missing information

58 trades outside the available price history.
307 rows without a saved price.
160 sales exceeding observed holdings (unmatched amount omitted).
1686 annual source rows remain unresolved or superseded; excluded from usable transactions.

3 years

7.30%

Cumulative estimated return

SPY: 85.52%
Outperformance: -78.22 percentage points

2023-10-26 – 2026-10-26

Missing information

58 trades outside the available price history.
307 rows without a saved price.
160 sales exceeding observed holdings (unmatched amount omitted).
1686 annual source rows remain unresolved or superseded; excluded from usable transactions.

5 years

-51.37%

Cumulative estimated return

SPY: 67.86%
Outperformance: -119.23 percentage points

2021-10-26 – 2026-10-26

Missing information

58 trades outside the available price history.
307 rows without a saved price.
160 sales exceeding observed holdings (unmatched amount omitted).
1686 annual source rows remain unresolved or superseded; excluded from usable transactions.

As of Oct 26, 2026. 801 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.

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	$28.83Oct 30, 2026	Unavailable
GDEN	Not reported	None	Unavailable	Unavailable	Unavailable	Unavailable
MAR	Not reported	None	Unavailable	Unavailable	$399.30Oct 30, 2026	Unavailable
VAC	Not reported	None	Unavailable	Unavailable	$115.49Oct 30, 2026	Unavailable
SONY	Not reported	None	Unavailable	Unavailable	$25.30Oct 30, 2026	Unavailable
SBUX	Not reported	None	Unavailable	Unavailable	$103.67Oct 30, 2026	Unavailable
TNC	Not reported	None	Unavailable	Unavailable	$66.44Oct 30, 2026	Unavailable
FLL	Not reported	None	Unavailable	Unavailable	Unavailable	Unavailable
SBUX	Not reported	None	Unavailable	Unavailable	$103.67Oct 30, 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 Oct 26, 2026

Asset	Owner	Estimated units	Estimated value
Lee Children's Trust ⇒ Fidelity Investments Lee Children's Trust Brokerage Account ⇒ Apple Inc. - Common Stock (AAPL) [ST]	dependent	1298.504129226614034176491975	446568.56
Lee Children's Trust ⇒ Fidelity Investments Lee Children's Trust Brokerage Account ⇒ Amazon.com, Inc. - Common Stock (AMZN) [ST]	dependent	1151.773726470975385020402791	286895.32
ARW Subtrust ⇒ Fidelity Investments ARW Subtrust Brokerage Account ⇒ Boeing Company (BA) [ST]	dependent	124.6854139492058620425074810	23479.51
ARW Subtrust ⇒ Fidelity Investments ARW Subtrust Brokerage Account ⇒ Becton, Dickinson and Company Common Stock (BDX) [ST]	dependent	2.610205156388577512767058408	512.62
ARW Subtrust ⇒ Fidelity Investments ARW Subtrust Brokerage Account ⇒ Cardinal Health, Inc. Common Stock (CAH) [ST]	dependent	79.37003968253968253968253968	19964.74
ARW Subtrust ⇒ Fidelity Investments ARW Subtrust Brokerage Account ⇒ Avis Budget Group, Inc. - Common Stock (CAR) [ST]	dependent	45.13426604987024709466320659	4597.38
ARW Subtrust ⇒ Fidelity Investments ARW Subtrust Brokerage Account ⇒ Dominion Energy, Inc. Common Stock (D) [ST]	dependent	691.5	45016.65
ARW Subtrust ⇒ Fidelity Investments ARW Subtrust Brokerage Account ⇒ Mondelez International, Inc. - Class A Common Stock (MDLZ) [ST]	dependent	110.4583736020985779373187906	6955.56
ARW Subtrust ⇒ Fidelity Investments ARW Subtrust Brokerage Account ⇒ 3M Company Common Stock (MMM) [ST]	dependent	87.53309579674349949480720639	15124.84
Lee Children's Trust ⇒ Fidelity Investments Lee Children's Trust Brokerage Account ⇒ Nike, Inc. Common Stock (NKE) [ST]	dependent	73.68978539191305148751957263	2793.58
ARW Subtrust ⇒ Fidelity Investments ARW Subtrust Brokerage Account ⇒ PPL Corporation Common Stock (PPL) [ST]	dependent	295.2214022140221402214022140	10309.13
ARW Subtrust ⇒ Fidelity Investments ARW Subtrust Brokerage Account ⇒ Wyndham Hotels & Resorts, Inc. Common Stock (WH) [ST]	dependent	99.49633130207685611242382788	7248.31
ARW Subtrust ⇒ Fidelity Investments ARW Subtrust Brokerage Account ⇒ Xerox Holdings Corporation - Common Stock (XRX) [ST]	dependent	27.30496453900709219858156028	68.40
AECOM (ACM) [ST]	joint	6.9147443567619489251763771	419.86
Advanced Energy Industries, Inc. (AEIS) [ST]	joint	138.4669124691623942913568703	30619.19
Allegro MicroSystems, Inc. (ALgM) [ST]	joint	528.1793106378898554767176304	17070.76
Ally Financial Inc. (ALLY) [ST]	joint	386.4350924195034301982019309	14997.55
AutoZone, Inc. (AZO) [ST]	joint	7.562624066546932602325361565	24125.30
Bausch Health Companies Inc. (BHC) [ST]	joint	114.3114936203171497289144348	725.88
Baker Hughes Company Class A (BKR) [ST]	joint	658.1229008972350993405483530	36861.46
Cadence Design Systems, Inc. (CDNS) [ST]	joint	51.34704831948393186033941266	16542.48
Chegg, Inc. (CHgg) [ST]	joint	157.8416296979884931748927970	113.42
DSL Living Trust ⇒ Fidelity Investments Brokerage Account ⇒ Century Casinos, Inc. - Common Stock (CNTY) [ST]	joint	2469.290123456790123456790123	1810.24
FleetCor Technologies, Inc. (FLT) [ST]	joint	29.55172814995056034427856009	11812.42
Energizer Holdings, Inc. (ENR) [ST]	joint	10.6378422854133754607688257	237.12
goDaddy Inc. Class A (gDDY) [ST]	joint	81.9410393895316645382081043	8998.76
Kroger Company (KR) [ST]	joint	245.1884768617836346920012259	16371.23
Leidos Holdings, Inc. (LDOS) [ST]	joint	66.66557559274169414622138507	9323.85
MarketAxess Holdings, Inc. (MKTX) [ST]	joint	11.02296364514700431219370527	1819.01
ONEOK, Inc. (OKE) [ST]	joint	263.5745200321290969710361007	25398.04
Pultegroup, Inc. (PHM) [ST]	joint	126.7739820392699566416601770	15378.95
Pool Corporation (POOL) [ST]	joint	0.77253130927212662175859417	150.82
Restaurant Brands International Inc. Common Shares (QSR) [ST]	joint	28.5755867776220442086832630	2128.31
Reynolds Consumer Products Inc. (REYN) [ST]	joint	255.8522545570834665813879117	5887.16
DSL Living Trust ⇒ Bank of New York Brokerage account 340 ⇒ Ryman Hospitality Properties, Inc. (RHP) [ST]	joint	92.32056312024001846295868913	12211.24
Rackspace Technology, Inc. (RXT) [ST]	joint	672.5548297022673249599004037	1822.62
Sabre Corporation (SABR) [ST]	joint	940.3084601700251492579154720	1542.11
Charles Schwab Corporation (SCHW) [ST]	joint	217.1953961360573464480191993	19488.94
SS&C Technologies Holdings, Inc. (SSNC) [ST]	joint	247.6254302915054775264582535	20307.76
Sysco Corporation (SYY) [ST]	joint	288.9509578402135327864233884	23740.21
Molson Coors Beverage Company Class B (TAP) [ST]	joint	26.4293183108763211615874024	1057.17
Teradyne, Inc. (TER) [ST]	joint	59.60465914492094974456945131	18417.84
TJX Companies, Inc. (TJX) [ST]	joint	159.1822522881018702745722244	22874.49
DSL Living Trust ⇒ Bank of New York Brokerage account 340 ⇒ Targa Resources, Inc. (TRGP) [ST]	joint	195.9466078863580700465344110	59701.01
TransUnion (TRU) [ST]	joint	147.2497810970292832121555079	11724.03
Tetra Tech, Inc. (TTEK) [ST]	joint	18.3123551757725049089162795	679.94
Ulta Beauty, Inc. (ULTA) [ST]	joint	34.77419915677837179988699092	21745.35
CommScope Holding Company, Inc. (COMM) [ST]	joint	989.8941260800880046156837406	6226.43
Valero Energy Corporation (VLO) [ST]	joint	125.7175881969521703968642682	53651.24
DSL Living Trust ⇒ Bank of New York Brokerage account 340 ⇒ Westinghouse air Brake Technologies Corporation (WaB) [ST]	joint	102.8341902313624678663239075	28553.97
Western Digital Corporation (WDC) [ST]	joint	705.6279663612885698005359106	251295.29
Zillow group, Inc. - Class C Capital Stock (Z) [ST]	joint	34.98184994796317434902826265	1141.11
Suzanne K Lee Trust ⇒ Fidelity Investments Brokerage 249 ⇒ Boyd Gaming Corporation Common Stock (BYD) [ST]	not_reported	110.2908740005514199062586159	7991.68
Full House Resorts, Inc. - Common Stock (FLL) [ST]	not_reported	134496.0042338197470488074107	115666.56
Wynn Resorts, Limited - Common Stock (WYNN) [ST]	not_reported	0.02154938821878071269285228	1.60

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. Unreconciled 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

199 public-equity trades. Annual rows are labeled as reconciled or unresolved; unresolved rows are excluded from usable transactions and scores. Superseded and unresolved reports remain in the disclosures below.

Public-equity transactions, newest transaction dates first
Ticker	Owner	Transaction Type	Trade Date	Found Date
KEYS — Keysight Technologies Inc. (KEYS) [ST]	Joint	Sale Source rows (1) $1,001 - $15,000 Original ↗ · Row 4 · Ptr joint · S · $1,001 - $15,000	May 9, 2023	Sep 12, 2026
MSI — Motorola Solutions, Inc. (MSI) [ST]	Joint	Sale Source rows (1) $15,001 - $50,000 Original ↗ · Row 5 · Ptr joint · S · $15,001 - $50,000	May 9, 2023	Sep 12, 2026
NDAQ — Nasdaq, Inc. (NDAQ) [ST]	Joint	Sale Source rows (1) $1,001 - $15,000 Original ↗ · Row 6 · Ptr joint · S · $1,001 - $15,000	May 9, 2023	Sep 12, 2026
ON — ON Semiconductor Corporation (ON) [ST]	Joint	Sale Source rows (1) $1,001 - $15,000 Original ↗ · Row 7 · Ptr joint · S · $1,001 - $15,000	May 9, 2023	Sep 12, 2026
AJG — DSL Living Trust ⇒ Bank of New York Brokerage Account 340 ⇒ Arthur J. Gallagher & Co. (AJG) [ST]	Joint	SaleAnnual schedule; unresolved, excluded from usable transactions Source rows (1) $15,001 - $50,000 Original ↗ · Row 3 · Annual joint · S · $15,001 - $50,000	Apr 20, 2023	Sep 14, 2026
IQV — DSL Living Trust ⇒ Bank of New York Brokerage Account 340 ⇒ IQVIA Holdings, Inc. (IQV) [ST]	Joint	Sale (partial)Annual schedule; unresolved, excluded from usable transactions Source rows (1) $1,001 - $15,000 Original ↗ · Row 6 · Annual joint · S (partial) · $1,001 - $15,000	Apr 20, 2023	Sep 14, 2026
LPLA — DSL Living Trust ⇒ Bank of New York Brokerage Account 340 ⇒ LPL Financial Holdings Inc. (LPLA) [ST]	Joint	SaleAnnual schedule; unresolved, excluded from usable transactions Source rows (1) $15,001 - $50,000 Original ↗ · Row 9 · Annual joint · S · $15,001 - $50,000	Apr 20, 2023	Sep 14, 2026
AJG — Arthur J. Gallagher & Co. (AJG) [ST]	Joint	Sale Source rows (1) $15,001 - $50,000 Original ↗ · Row 1 · Ptr joint · S · $15,001 - $50,000	Apr 20, 2023	Sep 12, 2026
IQV — IQVIA Holdings, Inc. (IQV) [ST]	Joint	Sale (partial) Source rows (1) $1,001 - $15,000 Original ↗ · Row 2 · Ptr joint · S (partial) · $1,001 - $15,000	Apr 20, 2023	Sep 12, 2026
LPLA — LPL Financial Holdings Inc. (LPLA) [ST]	Joint	Sale Source rows (1) $15,001 - $50,000 Original ↗ · Row 3 · Ptr joint · S · $15,001 - $50,000	Apr 20, 2023	Sep 12, 2026
ACHC — DSL Living Trust ⇒ Bank of New York Brokerage Account 340 JT ⇒ Acadia Healthcare Company, Inc. (ACHC) [ST]	Not reported	SaleAnnual schedule; unresolved, excluded from usable transactions Source rows (1) $1,001 - $15,000 Original ↗ · Row 8 · Annual not_reported · S · $1,001 - $15,000	Nov 30, 2022	Sep 14, 2026
AHCO — DSL Living Trust ⇒ Bank of New York Brokerage Account 340 JT ⇒ AdaptHealth Corp. (AHCO) [ST]	Not reported	SaleAnnual schedule; unresolved, excluded from usable transactions Source rows (1) $1,001 - $15,000 Original ↗ · Row 9 · Annual not_reported · S · $1,001 - $15,000	Nov 30, 2022	Sep 14, 2026
ALLY — DSL Living Trust ⇒ Bank of New York Brokerage Account 340 JT ⇒ Ally Financial Inc. (ALLY) [ST]	Not reported	SaleAnnual schedule; unresolved, excluded from usable transactions Source rows (1) $1,001 - $15,000 Original ↗ · Row 10 · Annual not_reported · S · $1,001 - $15,000	Nov 30, 2022	Sep 14, 2026
AWK — DSL Living Trust ⇒ Bank of New York Brokerage Account 340 JT ⇒ American Water Works Company, Inc. (AWK) [ST]	Not reported	SaleAnnual schedule; unresolved, excluded from usable transactions Source rows (1) $1,001 - $15,000 Original ↗ · Row 11 · Annual not_reported · S · $1,001 - $15,000	Nov 30, 2022	Sep 14, 2026
AME — DSL Living Trust ⇒ Bank of New York Brokerage Account 340 JT ⇒ AMETEK, Inc. (AME) [ST]	Not reported	SaleAnnual schedule; unresolved, excluded from usable transactions Source rows (1) $1,001 - $15,000 Original ↗ · Row 12 · Annual not_reported · S · $1,001 - $15,000	Nov 30, 2022	Sep 14, 2026
APTV — DSL Living Trust ⇒ Bank of New York Brokerage Account 340 JT ⇒ Aptiv PLC Ordinary Shares (APTV) [ST]	Not reported	SaleAnnual schedule; unresolved, excluded from usable transactions Source rows (1) $1,001 - $15,000 Original ↗ · Row 13 · Annual not_reported · S · $1,001 - $15,000	Nov 30, 2022	Sep 14, 2026
AVTR — DSL Living Trust ⇒ Bank of New York Brokerage Account 340 JT ⇒ Avantor, Inc. (AVTR) [ST]	Not reported	SaleAnnual schedule; unresolved, excluded from usable transactions Source rows (1) $1,001 - $15,000 Original ↗ · Row 14 · Annual not_reported · S · $1,001 - $15,000	Nov 30, 2022	Sep 14, 2026
BALL — DSL Living Trust ⇒ Bank of New York Brokerage Account 340 ⇒ Ball Corporation (BALL) [ST]	Joint	SaleAnnual schedule; unresolved, excluded from usable transactions Source rows (1) $1,001 - $15,000 Original ↗ · Row 15 · Annual joint · S · $1,001 - $15,000	Nov 30, 2022	Sep 14, 2026
BBWI — DSL Living Trust ⇒ Bank of New York Brokerage Account 340 ⇒ Bath & Body Works, Inc. (BBWI) [ST]	Joint	SaleAnnual schedule; unresolved, excluded from usable transactions Source rows (1) $1,001 - $15,000 Original ↗ · Row 16 · Annual joint · S · $1,001 - $15,000	Nov 30, 2022	Sep 14, 2026
BERY — DSL Living Trust ⇒ Bank of New York Brokerage Account 340 ⇒ Berry Global Group, Inc. (BERY) [ST]	Joint	SaleAnnual schedule; unresolved, excluded from usable transactions Source rows (1) $1,001 - $15,000 Original ↗ · Row 17 · Annual joint · S · $1,001 - $15,000	Nov 30, 2022	Sep 14, 2026
BIO — DSL Living Trust ⇒ Bank of New York Brokerage Account 340 ⇒ Bio-Rad Laboratories, Inc. Class A (BIO) [ST]	Joint	SaleAnnual schedule; unresolved, excluded from usable transactions Source rows (1) $1,001 - $15,000 Original ↗ · Row 18 · Annual joint · S · $1,001 - $15,000	Nov 30, 2022	Sep 14, 2026
BKI — DSL Living Trust ⇒ Bank of New York Brokerage Account 340 ⇒ Black Knight, Inc. (BKI) [ST]	Joint	SaleAnnual schedule; unresolved, excluded from usable transactions Source rows (1) $1,001 - $15,000 Original ↗ · Row 19 · Annual joint · S · $1,001 - $15,000	Nov 30, 2022	Sep 14, 2026
BAH — DSL Living Trust ⇒ Bank of New York Brokerage Account 340 ⇒ Booz Allen Hamilton Holding Corporation (BAH) [ST]	Joint	SaleAnnual schedule; unresolved, excluded from usable transactions Source rows (1) $15,001 - $50,000 Original ↗ · Row 20 · Annual joint · S · $15,001 - $50,000	Nov 30, 2022	Sep 14, 2026
BFAM — DSL Living Trust ⇒ Bank of New York Brokerage Account 340 ⇒ Bright Horizons Family Solutions Inc. (BFAM) [ST]	Joint	SaleAnnual schedule; unresolved, excluded from usable transactions Source rows (1) $1,001 - $15,000 Original ↗ · Row 21 · Annual joint · S · $1,001 - $15,000	Nov 30, 2022	Sep 14, 2026
BR — DSL Living Trust ⇒ Bank of New York Brokerage Account 340 ⇒ Broadridge Financial Solutions, Inc. (BR) [ST]	Joint	SaleAnnual schedule; unresolved, excluded from usable transactions Source rows (1) $1,001 - $15,000 Original ↗ · Row 22 · Annual joint · S · $1,001 - $15,000	Nov 30, 2022	Sep 14, 2026
BRO — DSL Living Trust ⇒ Bank of New York Brokerage Account 340 ⇒ Brown & Brown, Inc. (BRO) [ST]	Joint	SaleAnnual schedule; unresolved, excluded from usable transactions Source rows (1) $1,001 - $15,000 Original ↗ · Row 23 · Annual joint · S · $1,001 - $15,000	Nov 30, 2022	Sep 14, 2026
BLDR — DSL Living Trust ⇒ Bank of New York Brokerage Account 340 ⇒ Builders FirstSource, Inc. (BLDR) [ST]	Joint	SaleAnnual schedule; unresolved, excluded from usable transactions Source rows (1) $1,001 - $15,000 Original ↗ · Row 24 · Annual joint · S · $1,001 - $15,000	Nov 30, 2022	Sep 14, 2026
CZR — DSL Living Trust ⇒ Bank of New York Brokerage Account 340 ⇒ Caesars Entertainment, Inc. (CZR) [ST]	Joint	SaleAnnual schedule; unresolved, excluded from usable transactions Source rows (1) $1,001 - $15,000 Original ↗ · Row 25 · Annual joint · S · $1,001 - $15,000	Nov 30, 2022	Sep 14, 2026
CTLT — DSL Living Trust ⇒ Bank of New York Brokerage Account 340 ⇒ Catalent, Inc. (CTLT) [ST]	Joint	SaleAnnual schedule; unresolved, excluded from usable transactions Source rows (1) $1,001 - $15,000 Original ↗ · Row 26 · Annual joint · S · $1,001 - $15,000	Nov 30, 2022	Sep 14, 2026
CDW — DSL Living Trust ⇒ Bank of New York Brokerage Account 340 ⇒ CDW Corporation (CDW) [ST]	Joint	SaleAnnual schedule; unresolved, excluded from usable transactions Source rows (1) $1,001 - $15,000 Original ↗ · Row 27 · Annual joint · S · $1,001 - $15,000	Nov 30, 2022	Sep 14, 2026
CHX — DSL Living Trust ⇒ Bank of New York Brokerage Account 340 ⇒ ChampionX Corporation (CHX) [ST]	Joint	SaleAnnual schedule; unresolved, excluded from usable transactions Source rows (1) $1,001 - $15,000 Original ↗ · Row 28 · Annual joint · S · $1,001 - $15,000	Nov 30, 2022	Sep 14, 2026
CHDN — DSL Living Trust ⇒ Bank of New York Brokerage Account 340 ⇒ Churchill Downs, Incorporated (CHDN) [ST]	Joint	SaleAnnual schedule; unresolved, excluded from usable transactions Source rows (1) $15,001 - $50,000 Original ↗ · Row 29 · Annual joint · S · $15,001 - $50,000	Nov 30, 2022	Sep 14, 2026
CLVT — DSL Living Trust ⇒ Bank of New York Brokerage Account 340 ⇒ Clarivate Plc Ordinary Shares (CLVT) [ST]	Joint	SaleAnnual schedule; unresolved, excluded from usable transactions Source rows (1) $1,001 - $15,000 Original ↗ · Row 30 · Annual joint · S · $1,001 - $15,000	Nov 30, 2022	Sep 14, 2026
CCK — DSL Living Trust ⇒ Bank of New York Brokerage Account 340 ⇒ Crown Holdings, Inc. (CCK) [ST]	Joint	SaleAnnual schedule; unresolved, excluded from usable transactions Source rows (1) $1,001 - $15,000 Original ↗ · Row 31 · Annual joint · S · $1,001 - $15,000	Nov 30, 2022	Sep 14, 2026
CWK — DSL Living Trust ⇒ Bank of New York Brokerage Account 340 ⇒ Cushman & Wakefield plc Ordinary Shares (CWK) [ST]	Joint	SaleAnnual schedule; unresolved, excluded from usable transactions Source rows (1) $1,001 - $15,000 Original ↗ · Row 32 · Annual joint · S · $1,001 - $15,000	Nov 30, 2022	Sep 14, 2026
DFS — DSL Living Trust ⇒ Bank of New York Brokerage Account 340 ⇒ Discover Financial Services (DFS) [ST]	Joint	SaleAnnual schedule; unresolved, excluded from usable transactions Source rows (1) $1,001 - $15,000 Original ↗ · Row 33 · Annual joint · S · $1,001 - $15,000	Nov 30, 2022	Sep 14, 2026
DSEY — DSL Living Trust ⇒ Bank of New York Brokerage Account 340 ⇒ Diversey Holdings, Ltd. - Ordinary Shares (DSEY) [ST]	Joint	SaleAnnual schedule; unresolved, excluded from usable transactions Source rows (1) $1,001 - $15,000 Original ↗ · Row 34 · Annual joint · S · $1,001 - $15,000	Nov 30, 2022	Sep 14, 2026
ELAN — DSL Living Trust ⇒ Bank of New York Brokerage Account 340 ⇒ Elanco Animal Health Incorporated (ELAN) [ST]	Joint	SaleAnnual schedule; unresolved, excluded from usable transactions Source rows (1) $1,001 - $15,000 Original ↗ · Row 35 · Annual joint · S · $1,001 - $15,000	Nov 30, 2022	Sep 14, 2026
ESI — DSL Living Trust ⇒ Bank of New York Brokerage Account 340 ⇒ Element Solutions Inc. (ESI) [ST]	Joint	SaleAnnual schedule; unresolved, excluded from usable transactions Source rows (1) $1,001 - $15,000 Original ↗ · Row 36 · Annual joint · S · $1,001 - $15,000	Nov 30, 2022	Sep 14, 2026
ENTG — DSL Living Trust ⇒ Bank of New York Brokerage Account 340 ⇒ Entegris, Inc. (ENTG) [ST]	Joint	SaleAnnual schedule; unresolved, excluded from usable transactions Source rows (1) $1,001 - $15,000 Original ↗ · Row 37 · Annual joint · S · $1,001 - $15,000	Nov 30, 2022	Sep 14, 2026
GFL — DSL Living Trust ⇒ Bank of New York Brokerage Account 340 ⇒ GFL Environmental Inc. Subordinate voting shares, no par value (GFL) [ST]	Joint	SaleAnnual schedule; unresolved, excluded from usable transactions Source rows (1) $1,001 - $15,000 Original ↗ · Row 38 · Annual joint · S · $1,001 - $15,000	Nov 30, 2022	Sep 14, 2026
GPN — DSL Living Trust ⇒ Bank of New York Brokerage Account 340 ⇒ Global Payments Inc. (GPN) [ST]	Joint	SaleAnnual schedule; unresolved, excluded from usable transactions Source rows (1) $1,001 - $15,000 Original ↗ · Row 39 · Annual joint · S · $1,001 - $15,000	Nov 30, 2022	Sep 14, 2026
HCA — DSL Living Trust ⇒ Bank of New York Brokerage Account 340 ⇒ HCA Healthcare, Inc. (HCA) [ST]	Joint	SaleAnnual schedule; unresolved, excluded from usable transactions Source rows (1) $1,001 - $15,000 Original ↗ · Row 40 · Annual joint · S · $1,001 - $15,000	Nov 30, 2022	Sep 14, 2026
HOLX — DSL Living Trust ⇒ Bank of New York Brokerage Account 340 ⇒ Hologic, Inc. (HOLX) [ST]	Joint	SaleAnnual schedule; unresolved, excluded from usable transactions Source rows (1) $1,001 - $15,000 Original ↗ · Row 41 · Annual joint · S · $1,001 - $15,000	Nov 30, 2022	Sep 14, 2026
LESL — DSL Living Trust ⇒ Bank of New York Brokerage Account 340 ⇒ Leslie's, Inc. (LESL) [ST]	Joint	SaleAnnual schedule; unresolved, excluded from usable transactions Source rows (1) $1,001 - $15,000 Original ↗ · Row 42 · Annual joint · S · $1,001 - $15,000	Nov 30, 2022	Sep 14, 2026
LYV — DSL Living Trust ⇒ Bank of New York Brokerage Account 340 ⇒ Live Nation Entertainment, Inc. (LYV) [ST]	Joint	SaleAnnual schedule; unresolved, excluded from usable transactions Source rows (1) $1,001 - $15,000 Original ↗ · Row 43 · Annual joint · S · $1,001 - $15,000	Nov 30, 2022	Sep 14, 2026
LKQ — DSL Living Trust ⇒ Bank of New York Brokerage Account 340 ⇒ LKQ Corporation (LKQ) [ST]	Joint	SaleAnnual schedule; unresolved, excluded from usable transactions Source rows (1) $1,001 - $15,000 Original ↗ · Row 44 · Annual joint · S · $1,001 - $15,000	Nov 30, 2022	Sep 14, 2026
MRVL — DSL Living Trust ⇒ Bank of New York Brokerage Account 340 ⇒ Marvell Technology, Inc. (MRVL) [ST]	Joint	SaleAnnual schedule; unresolved, excluded from usable transactions Source rows (1) $1,001 - $15,000 Original ↗ · Row 45 · Annual joint · S · $1,001 - $15,000	Nov 30, 2022	Sep 14, 2026
MAT — DSL Living Trust ⇒ Bank of New York Brokerage Account 340 ⇒ Mattel, Inc. (MAT) [ST]	Joint	SaleAnnual schedule; unresolved, excluded from usable transactions Source rows (1) $1,001 - $15,000 Original ↗ · Row 46 · Annual joint · S · $1,001 - $15,000	Nov 30, 2022	Sep 14, 2026
TAP — DSL Living Trust ⇒ Bank of New York Brokerage Account 340 ⇒ Molson Coors Beverage Company Class B (TAP) [ST]	Joint	SaleAnnual schedule; unresolved, excluded from usable transactions Source rows (1) $1,001 - $15,000 Original ↗ · Row 47 · Annual joint · S · $1,001 - $15,000	Nov 30, 2022	Sep 14, 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