Susie Lee Periodic Transaction Report

Filed May 12, 2023 · House Clerk · 3 transactions

U.S. Representative · D · NV-03 · All trades by Susie Lee

On May 12, 2023, Rep. Susie Lee (D-NV-03) filed a periodic transaction report with the House Clerk disclosing 3 transactions (3 sales) dated Apr 20, 2023.

The filing covers 3 tickers, including $AJG, $IQV, $LPLA.

Reported amount ranges sum to $31K–$115K. Congress reports trade sizes in ranges, not exact figures.

Every trade was reported within the STOCK Act's 45-day window. The longest lag in this filing was 22 days.

3 transactions were reported under a spouse, dependent child, or joint account rather than the member directly.

Source document: House Clerk filing 20022841

Sample · the intelligence layer

Coldpine signal scoreA 0-1 composite from four weighted factors: disclosure speed, trade size, cluster activity (multiple members buying the same name), and the member’s track record. ≥ 0.65 is the high-conviction tier; ≥ 0.50 is moderate. Trades from trust-managed members are penalized (× 0.2 multiplier). It’s research, not a recommendation.

Susie Lee · Sold $LPLA · Apr 20 · $15K–$50K

0.44LOW

Disclosure speedx 0.250.30

Trade sizex 0.250.50

Cluster activityx 0.150.00

Track recordx 0.350.69

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Transactions

0 / 3

Buys / sells

Tickers

22d

Longest lag

Tickers in this filing

AJG1 IQV1 LPLA1

Transactions disclosed

Trade date	Ticker	Asset	Type	Owner	Amount	Lag
Apr 20, 2023	AJG	Arthur J. Gallagher & Co. (AJG)	sell	Joint	$15K–$50K	22d
Apr 20, 2023	IQV	IQVIA Holdings, Inc. (IQV)	sell	Joint	$1K–$15K	22d
Apr 20, 2023	LPLA	LPL Financial Holdings Inc. (LPLA)	sell	Joint	$15K–$50K	22d

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From Coldpine Research

Data parsed from the public STOCK Act filing linked above. Coldpine is a publisher of intelligence on congressional disclosures, not an investment adviser. Nothing here is a recommendation. See scores and Coldpine's read on every trade, free with an account →