
Representative · VA-5 · R
Current term Jan 3, 2025 – Jan 3, 2027 · In the House since Jan 3, 2025
Official websiteBiographical Directory
Portrait: U.S. Government Publishing Office, via unitedstates/images (public domain)
Periodic transaction reports required by the STOCK Act: purchases, sales, and exchanges of stocks, bonds, and similar assets over $1,000 by the member, a spouse, or a dependent child, due within 45 days of the transaction. Filers report a value range (a few enter an exact amount), not the price or number of shares. Reports are shown as filed. For stocks and funds with a ticker, “Price moves” shows the closing price after the trade, at disclosure, and since, with an estimate of what an amount you choose within the reported range would have gained or lost; these are estimates, not the filer’s actual results. Members who do not trade individual securities file none.
Reports filed since Jan 1, 2025 with the House Clerk, last checked Oct 23, 2026. Filings are linked to this member by the seat or chamber they held on the filing date and their name.
22 reported transactions in 9 electronically filed reports; latest filed Sep 2, 2026.
Periodic Transaction Report · filed Sep 2, 2026 · House Clerk
View original filingApple Inc. - Common StockAAPL
Stocks (including ADRs) [ST]
Held in: Merrill Lynch SEP IRA
Disclosed 15 days after the trade. AAPL closed at $310.03 on Aug 18, 2026; changes are measured from that close.
| Point | Session | Close | Change | On $8,001 sold |
|---|---|---|---|---|
| Day after the tradeAug 19, 2026 | $316.83 | +2.19% | $175 gain missed | |
| Day of disclosureSep 2, 2026 | $324.96 | +4.82% | $385 gain missed | |
| 30 days afterSep 17, 2026 | $337.00 | +8.70% | $696 gain missed | |
| 90 days after | Pending: first session on or after Nov 16, 2026 | |||
| Latest closeOct 20, 2026 | $339.50 | +9.51% | $761 gain missed | |
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.
NVIDIA Corporation - Common StockNVDA
Stocks (including ADRs) [ST]
Held in: Merrill Lynch SEP IRA
Disclosed 15 days after the trade. NVDA closed at $219.74 on Aug 18, 2026; changes are measured from that close.
| Point | Session | Close | Change | On $8,001 bought |
|---|---|---|---|---|
| Day after the tradeAug 19, 2026 | $217.56 | −0.99% | −$79 loss | |
| Day of disclosureSep 2, 2026 | $224.41 | +2.13% | +$170 gain | |
| 30 days afterSep 17, 2026 | $219.34 | −0.18% | −$15 loss | |
| 90 days after | Pending: first session on or after Nov 16, 2026 | |||
| Latest closeOct 20, 2026 | $216.47 | −1.49% | −$119 loss | |
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.
| Transaction date | Owner | Asset | Type | Amount (as reported) | Notified / status | Prices | ||||||||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Aug 18, 2026Filed 15 days later | Spouse | Apple Inc. - Common StockAAPLStocks (including ADRs) [ST]Held in: Merrill Lynch SEP IRA | Partial sale | $1,001 - $15,000 | Notified Sep 1, 2026New | |||||||||||||||||||||||||||
Disclosed 15 days after the trade. AAPL closed at $310.03 on Aug 18, 2026; changes are measured from that close.
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack. | ||||||||||||||||||||||||||||||||
| Aug 18, 2026Filed 15 days later | Spouse | NVIDIA Corporation - Common StockNVDAStocks (including ADRs) [ST]Held in: Merrill Lynch SEP IRA | Purchase | $1,001 - $15,000 | Notified Sep 1, 2026New | |||||||||||||||||||||||||||
Disclosed 15 days after the trade. NVDA closed at $219.74 on Aug 18, 2026; changes are measured from that close.
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack. | ||||||||||||||||||||||||||||||||
Periodic Transaction Report · filed Aug 10, 2026 · House Clerk
View original filingApplied Materials, Inc. - Common StockAMAT
Stocks (including ADRs) [ST]
Held in: Merrill Lynch SEP IRA
Disclosed 26 days after the trade. AMAT closed at $579.43 on Jul 15, 2026; changes are measured from that close.
| Point | Session | Close | Change | On $8,001 bought |
|---|---|---|---|---|
| Day after the tradeJul 16, 2026 | $560.93 | −3.19% | −$255 loss | |
| Day of disclosureAug 10, 2026 | $522.12 | −9.89% | −$791 loss | |
| 30 days afterAug 14, 2026 | $507.18 | −12.5% | −$998 loss | |
| 90 days afterOct 13, 2026 | $464.24 | −19.9% | −$1,591 loss | |
| Latest closeOct 20, 2026 | $404.98 | −30.1% | −$2,409 loss |
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.
BlackRock, Inc. Common StockBLK
Stocks (including ADRs) [ST]
Held in: Merrill Lynch SEP IRA
Periodic Transaction Report · filed Jul 8, 2026 · House Clerk
View original filingBlackRock, Inc. Common StockBLK
Stocks (including ADRs) [ST]
Held in: Merrill Lynch SEP IRA
Disclosed 1 day after the trade. BLK closed at $1,009.43 on Jul 7, 2026; changes are measured from that close.
| Point | Session | Close | Change | On $8,001 sold |
|---|---|---|---|---|
| Day after the tradeJul 8, 2026 | $990.34 | −1.89% | $151 loss avoided | |
| Day of disclosureJul 8, 2026 | $990.34 | −1.89% | $151 loss avoided | |
| 30 days afterAug 6, 2026 | $1,129.30 | +11.9% | $950 gain missed | |
| 90 days afterOct 5, 2026 | $1,066.45 | +5.65% | $452 gain missed | |
| Latest closeOct 20, 2026 | $1,128.68 | +11.8% | $945 gain missed |
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.
Space Exploration Technologies Corp. - Class A Common StockSPCX
Stocks (including ADRs) [ST]
Held in: Merrill Lynch Brokerage Account
Periodic Transaction Report · filed Jun 10, 2026 · House Clerk
View original filingDell Technologies Inc. Class C Common StockDELL
Stocks (including ADRs) [ST]
Held in: Merrill Lynch SEP IRA
Disclosed 6 days after the trade. DELL closed at $0.00 on Jun 4, 2026; changes are measured from that close.
| Point | Session | Close | Change | On $8,001 sold |
|---|---|---|---|---|
| Day after the tradeJun 5, 2026 | $394.39 | +Infinity% | Not reported gain missed | |
| Day of disclosureJun 11, 2026 | $391.45 | +Infinity% | Not reported gain missed | |
| 30 days afterJul 6, 2026 | $411.80 | +Infinity% | Not reported gain missed | |
| 90 days afterSep 2, 2026 | $492.20 | +Infinity% | Not reported gain missed | |
| Latest closeOct 20, 2026 | $461.56 | +Infinity% | Not reported gain missed |
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.
Meta Platforms, Inc. - Class A Common StockMETA
Stocks (including ADRs) [ST]
Held in: Merrill Lynch SEP IRA
Periodic Transaction Report · filed May 13, 2026 · House Clerk
View original filingApple Inc. - Common StockAAPL
Stocks (including ADRs) [ST]
Held in: Merrill Lynch SEP IRA
Disclosed 28 days after the trade. AAPL closed at $266.43 on Apr 15, 2026; changes are measured from that close.
| Point | Session | Close | Change | On $8,001 bought |
|---|---|---|---|---|
| Day after the tradeApr 16, 2026 | $263.40 | −1.14% | −$91 loss | |
| Day of disclosureMay 13, 2026 | $298.87 | +12.2% | +$974 gain | |
| 30 days afterMay 15, 2026 | $300.23 | +12.7% | +$1,015 gain | |
| 90 days afterJul 14, 2026 | $314.86 | +18.2% | +$1,454 gain | |
| Latest closeOct 20, 2026 | $339.50 | +27.4% | +$2,194 gain |
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.
Microsoft Corporation - Common StockMSFT
Stocks (including ADRs) [ST]
Held in: Merrill Lynch SEP IRA
Periodic Transaction Report · filed Feb 10, 2026 · House Clerk
View original filingMicrosoft Corporation - Common StockMSFT
Stocks (including ADRs) [ST]
Held in: Merrill Lynch SEP IRA
Disclosed 20 days after the trade. MSFT closed at $444.11 on Jan 21, 2026; changes are measured from that close.
| Point | Session | Close | Change | On $8,001 bought |
|---|---|---|---|---|
| Day after the tradeJan 22, 2026 | $451.14 | +1.58% | +$127 gain | |
| Day of disclosureFeb 10, 2026 | $413.27 | −6.94% | −$556 loss | |
| 30 days afterFeb 20, 2026 | $397.23 | −10.6% | −$845 loss | |
| 90 days afterApr 21, 2026 | $424.16 | −4.49% | −$359 loss | |
| Latest closeOct 20, 2026 | $531.87 | +19.8% | +$1,581 gain |
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.
Microsoft Corporation - Common StockMSFT
Stocks (including ADRs) [ST]
Held in: Merrill Lynch SEP IRA
Periodic Transaction Report · filed Jul 10, 2025 · House Clerk
View original filingMeta Platforms, Inc. - Class A Common StockMETA
Stocks (including ADRs) [ST]
Held in: Merrill Lynch SEP IRA
Disclosed 10 days after the trade. META closed at $738.09 on Jun 30, 2025; changes are measured from that close.
| Point | Session | Close | Change | On $8,001 bought |
|---|---|---|---|---|
| Day after the tradeJul 1, 2025 | $719.22 | −2.56% | −$205 loss | |
| Day of disclosureJul 10, 2025 | $727.24 | −1.47% | −$118 loss | |
| 30 days afterJul 30, 2025 | $695.21 | −5.81% | −$465 loss | |
| 90 days afterSep 29, 2025 | $743.40 | +0.72% | +$58 gain | |
| Latest closeOct 20, 2026 | $694.25 | −5.94% | −$475 loss |
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.
Netflix, Inc. - Common StockNFLX
Stocks (including ADRs) [ST]
Held in: Merrill Lynch SEP IRA
Periodic Transaction Report · filed Jun 12, 2025 · House Clerk
View original filingServiceNow, Inc. Common StockNOW
Stocks (including ADRs) [ST]
Held in: Merrill Lynch SEP IRA
Disclosed 27 days after the trade. NOW closed at $41.61 on May 16, 2025; changes are measured from that close.
| Point | Session | Close | Change | On $8,001 bought |
|---|---|---|---|---|
| Day after the tradeMay 19, 2025 | $41.03 | −1.39% | −$111 loss | |
| Day of disclosureJun 12, 2025 | $40.29 | −3.15% | −$252 loss | |
| 30 days afterJun 16, 2025 | $40.21 | −3.37% | −$270 loss | |
| 90 days afterAug 14, 2025 | $34.03 | −18.2% | −$1,456 loss | |
| Latest closeOct 20, 2026 | $149.54 | +259.4% | +$20,755 gain |
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.
| Transaction date | Owner | Asset | Type | Amount (as reported) | Notified / status | Prices | |||||||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| May 16, 2025Filed 27 days later | Spouse | ServiceNow, Inc. Common Stock | |||||||||||||||||||||||||||||
Disclosed 27 days after the trade. NOW closed at $41.61 on May 16, 2025; changes are measured from that close.
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack. | |||||||||||||||||||||||||||||||
Periodic Transaction Report · filed May 16, 2025 · House Clerk
View original filingUnitedHealth Group Incorporated Common StockUNH
Stocks (including ADRs) [ST]
Held in: Merrill Lynch SEP IRA
Disclosed 36 days after the trade. UNH closed at $594.40 on Apr 10, 2025; changes are measured from that close.
| Point | Session | Close | Change | On $8,001 bought |
|---|---|---|---|---|
| Day after the tradeApr 11, 2025 | $599.47 | +0.85% | +$68 gain | |
| Day of disclosureMay 16, 2025 | $291.91 | −50.9% | −$4,072 loss | |
| 30 days afterMay 12, 2025 | $378.75 | −36.3% | −$2,903 loss | |
| 90 days afterJul 9, 2025 | $302.91 | −49.0% | −$3,924 loss | |
| Latest closeOct 20, 2026 | $419.26 | −29.5% | −$2,357 loss |
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.
| Transaction date | Owner | Asset | Type | Amount (as reported) | Notified / status | Prices | |||||||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Apr 10, 2025Filed 36 days later | Spouse | ||||||||||||||||||||||||||||||
Disclosed 36 days after the trade. UNH closed at $594.40 on Apr 10, 2025; changes are measured from that close.
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack. | |||||||||||||||||||||||||||||||
Disclosed 31 days after the trade. BLK closed at $1,036.11 on Jul 10, 2026; changes are measured from that close.
| Point | Session | Close | Change | On $8,001 sold |
|---|---|---|---|---|
| Day after the tradeJul 13, 2026 | $1,031.56 | −0.44% | $35 loss avoided | |
| Day of disclosureAug 10, 2026 | $1,131.40 | +9.20% | $736 gain missed | |
| 30 days afterAug 10, 2026 | $1,131.40 | +9.20% | $736 gain missed | |
| 90 days afterOct 8, 2026 | $1,065.35 | +2.82% | $226 gain missed | |
| Latest closeOct 20, 2026 | $1,128.68 | +8.93% | $715 gain missed |
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.
BlackRock, Inc. Common StockBLK
Stocks (including ADRs) [ST]
Held in: Merrill Lynch SEP IRA
Disclosed 27 days after the trade. BLK closed at $1,025.44 on Jul 14, 2026; changes are measured from that close.
| Point | Session | Close | Change | On $8,001 sold |
|---|---|---|---|---|
| Day after the tradeJul 15, 2026 | $1,093.40 | +6.63% | $530 gain missed | |
| Day of disclosureAug 10, 2026 | $1,131.40 | +10.3% | $827 gain missed | |
| 30 days afterAug 13, 2026 | $1,182.84 | +15.3% | $1,228 gain missed | |
| 90 days afterOct 12, 2026 | $1,083.92 | +5.70% | $456 gain missed | |
| Latest closeOct 20, 2026 | $1,128.68 | +10.1% | $806 gain missed |
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.
Palo Alto Networks, Inc.PANW
Stocks (including ADRs) [ST]
Held in: Merrill Lynch SEP IRA
Disclosed 10 days after the trade. PANW closed at $331.83 on Jul 31, 2026; changes are measured from that close.
| Point | Session | Close | Change | On $8,001 sold |
|---|---|---|---|---|
| Day after the tradeAug 3, 2026 | $347.13 | +4.61% | $369 gain missed | |
| Day of disclosureAug 10, 2026 | $385.04 | +16.0% | $1,283 gain missed | |
| 30 days afterAug 31, 2026 | $382.13 | +15.2% | $1,213 gain missed | |
| 90 days after | Pending: first session on or after Oct 29, 2026 | |||
| Latest closeOct 20, 2026 | $340.28 | +2.55% | $204 gain missed | |
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.
| Transaction date | Owner | Asset | Type | Amount (as reported) | Notified / status | Prices | ||||||||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Jul 15, 2026Filed 26 days later | Spouse | Applied Materials, Inc. - Common StockAMATStocks (including ADRs) [ST]Held in: Merrill Lynch SEP IRA | Purchase | $1,001 - $15,000 | Notified Aug 7, 2026New | |||||||||||||||||||||||||||
Disclosed 26 days after the trade. AMAT closed at $579.43 on Jul 15, 2026; changes are measured from that close.
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack. | ||||||||||||||||||||||||||||||||
| Jul 10, 2026Filed 31 days later | Spouse | BlackRock, Inc. Common StockBLKStocks (including ADRs) [ST]Held in: Merrill Lynch SEP IRA | Partial sale | $1,001 - $15,000 | Notified Aug 7, 2026New | |||||||||||||||||||||||||||
Disclosed 31 days after the trade. BLK closed at $1,036.11 on Jul 10, 2026; changes are measured from that close.
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack. | ||||||||||||||||||||||||||||||||
| Jul 14, 2026Filed 27 days later | Spouse | BlackRock, Inc. Common StockBLKStocks (including ADRs) [ST]Held in: Merrill Lynch SEP IRA | Sale | $1,001 - $15,000 | Notified Aug 7, 2026New | |||||||||||||||||||||||||||
Disclosed 27 days after the trade. BLK closed at $1,025.44 on Jul 14, 2026; changes are measured from that close.
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack. | ||||||||||||||||||||||||||||||||
| Jul 31, 2026Filed 10 days later | Spouse | Palo Alto Networks, Inc.PANWStocks (including ADRs) [ST]Held in: Merrill Lynch SEP IRA | Partial sale | $1,001 - $15,000 | Notified Aug 7, 2026New | |||||||||||||||||||||||||||
Disclosed 10 days after the trade. PANW closed at $331.83 on Jul 31, 2026; changes are measured from that close.
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack. | ||||||||||||||||||||||||||||||||
Disclosed 23 days after the trade. SPCX closed at $192.50 on Jun 16, 2026 (the first session on or after the trade date); changes are measured from that close.
| Point | Session | Close | Change | On $8,001 bought |
|---|---|---|---|---|
| Day after the tradeJun 16, 2026 | $192.50 | 0.00% | $0 | |
| Day of disclosureJul 8, 2026 | $148.30 | −23.0% | −$1,837 loss | |
| 30 days afterJul 15, 2026 | $135.27 | −29.7% | −$2,379 loss | |
| 90 days afterSep 14, 2026 | $148.15 | −23.0% | −$1,843 loss | |
| Latest closeOct 20, 2026 | $147.79 | −23.2% | −$1,858 loss |
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.
| Transaction date | Owner | Asset | Type | Amount (as reported) | Notified / status | Prices | |||||||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Jul 7, 2026Filed 1 day later | Spouse | BlackRock, Inc. Common StockBLKStocks (including ADRs) [ST]Held in: Merrill Lynch SEP IRA | Partial sale | $1,001 - $15,000 | Notified Jul 7, 2026New | ||||||||||||||||||||||||||
Disclosed 1 day after the trade. BLK closed at $1,009.43 on Jul 7, 2026; changes are measured from that close.
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack. | |||||||||||||||||||||||||||||||
| Jun 15, 2026Filed 23 days later | Spouse | Space Exploration Technologies Corp. - Class A Common StockSPCXStocks (including ADRs) [ST]Held in: Merrill Lynch Brokerage Account | Purchase | $1,001 - $15,000 | Notified Jun 30, 2026New | ||||||||||||||||||||||||||
Disclosed 23 days after the trade. SPCX closed at $192.50 on Jun 16, 2026 (the first session on or after the trade date); changes are measured from that close.
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack. | |||||||||||||||||||||||||||||||
Disclosed 6 days after the trade. META closed at $0.00 on Jun 4, 2026; changes are measured from that close.
| Point | Session | Close | Change | On $8,001 bought |
|---|---|---|---|---|
| Day after the tradeJun 5, 2026 | $593.00 | +Infinity% | +Not reported gain | |
| Day of disclosureJun 11, 2026 | $568.43 | +Infinity% | +Not reported gain | |
| 30 days afterJul 6, 2026 | $600.29 | +Infinity% | +Not reported gain | |
| 90 days afterSep 2, 2026 | $592.85 | +Infinity% | +Not reported gain | |
| Latest closeOct 20, 2026 | $694.25 | +Infinity% | +Not reported gain |
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.
| Transaction date | Owner | Asset | Type | Amount (as reported) | Notified / status | Prices | |||||||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Jun 4, 2026Filed 6 days later | Spouse | Dell Technologies Inc. Class C Common StockDELLStocks (including ADRs) [ST]Held in: Merrill Lynch SEP IRA | Partial sale | $1,001 - $15,000 | Notified Jun 4, 2026New | ||||||||||||||||||||||||||
Disclosed 6 days after the trade. DELL closed at $0.00 on Jun 4, 2026; changes are measured from that close.
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack. | |||||||||||||||||||||||||||||||
| Jun 4, 2026Filed 6 days later | Spouse | Meta Platforms, Inc. - Class A Common StockMETAStocks (including ADRs) [ST]Held in: Merrill Lynch SEP IRA | Purchase | $1,001 - $15,000 | Notified Jun 4, 2026New | ||||||||||||||||||||||||||
Disclosed 6 days after the trade. META closed at $0.00 on Jun 4, 2026; changes are measured from that close.
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack. | |||||||||||||||||||||||||||||||
Disclosed 28 days after the trade. MSFT closed at $411.22 on Apr 15, 2026; changes are measured from that close.
| Point | Session | Close | Change | On $8,001 bought |
|---|---|---|---|---|
| Day after the tradeApr 16, 2026 | $420.26 | +2.20% | +$176 gain | |
| Day of disclosureMay 13, 2026 | $405.21 | −1.46% | −$117 loss | |
| 30 days afterMay 15, 2026 | $421.92 | +2.60% | +$208 gain | |
| 90 days afterJul 14, 2026 | $384.93 | −6.39% | −$512 loss | |
| Latest closeOct 20, 2026 | $531.87 | +29.3% | +$2,347 gain |
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.
NVIDIA Corporation - Common StockNVDA
Stocks (including ADRs) [ST]
Held in: Merrill Lynch SEP IRA
Disclosed 28 days after the trade. NVDA closed at $198.87 on Apr 15, 2026; changes are measured from that close.
| Point | Session | Close | Change | On $8,001 bought |
|---|---|---|---|---|
| Day after the tradeApr 16, 2026 | $198.35 | −0.26% | −$21 loss | |
| Day of disclosureMay 13, 2026 | $225.83 | +13.6% | +$1,085 gain | |
| 30 days afterMay 15, 2026 | $225.32 | +13.3% | +$1,064 gain | |
| 90 days afterJul 14, 2026 | $211.80 | +6.50% | +$520 gain | |
| Latest closeOct 20, 2026 | $216.47 | +8.85% | +$708 gain |
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.
| Transaction date | Owner | Asset | Type | Amount (as reported) | Notified / status | Prices | |||||||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Apr 15, 2026Filed 28 days later | Spouse | Apple Inc. - Common StockAAPLStocks (including ADRs) [ST]Held in: Merrill Lynch SEP IRA | Purchase | $1,001 - $15,000 | Notified May 1, 2026New | ||||||||||||||||||||||||||
Disclosed 28 days after the trade. AAPL closed at $266.43 on Apr 15, 2026; changes are measured from that close.
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack. | |||||||||||||||||||||||||||||||
| Apr 15, 2026Filed 28 days later | Spouse | Microsoft Corporation - Common StockMSFTStocks (including ADRs) [ST]Held in: Merrill Lynch SEP IRA | Purchase | $1,001 - $15,000 | Notified May 1, 2026New | ||||||||||||||||||||||||||
Disclosed 28 days after the trade. MSFT closed at $411.22 on Apr 15, 2026; changes are measured from that close.
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack. | |||||||||||||||||||||||||||||||
| Apr 15, 2026Filed 28 days later | Spouse | NVIDIA Corporation - Common StockNVDAStocks (including ADRs) [ST]Held in: Merrill Lynch SEP IRA | Purchase | $1,001 - $15,000 | Notified May 1, 2026New | ||||||||||||||||||||||||||
Disclosed 28 days after the trade. NVDA closed at $198.87 on Apr 15, 2026; changes are measured from that close.
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack. | |||||||||||||||||||||||||||||||
Disclosed 11 days after the trade. MSFT closed at $430.29 on Jan 30, 2026; changes are measured from that close.
| Point | Session | Close | Change | On $8,001 sold |
|---|---|---|---|---|
| Day after the tradeFeb 2, 2026 | $423.37 | −1.61% | $129 loss avoided | |
| Day of disclosureFeb 10, 2026 | $413.27 | −3.96% | $316 loss avoided | |
| 30 days afterMar 2, 2026 | $398.55 | −7.38% | $590 loss avoided | |
| 90 days afterApr 30, 2026 | $407.78 | −5.23% | $419 loss avoided | |
| Latest closeOct 20, 2026 | $531.87 | +23.6% | $1,889 gain missed |
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.
NVIDIA Corporation - Common StockNVDA
Stocks (including ADRs) [ST]
Held in: Merrill Lynch SEP IRA
Disclosed 11 days after the trade. NVDA closed at $191.13 on Jan 30, 2026; changes are measured from that close.
| Point | Session | Close | Change | On $8,001 bought |
|---|---|---|---|---|
| Day after the tradeFeb 2, 2026 | $185.61 | −2.89% | −$231 loss | |
| Day of disclosureFeb 10, 2026 | $188.54 | −1.36% | −$108 loss | |
| 30 days afterMar 2, 2026 | $182.48 | −4.53% | −$362 loss | |
| 90 days afterApr 30, 2026 | $199.57 | +4.42% | +$353 gain | |
| Latest closeOct 20, 2026 | $216.47 | +13.3% | +$1,061 gain |
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.
Walmart Inc. - Common StockWMT
Stocks (including ADRs) [ST]
Held in: Merrill Lynch SEP IRA
Disclosed 21 days after the trade. WMT closed at $118.71 on Jan 20, 2026; changes are measured from that close.
| Point | Session | Close | Change | On $8,001 sold |
|---|---|---|---|---|
| Day after the tradeJan 21, 2026 | $119.36 | +0.55% | $44 gain missed | |
| Day of disclosureFeb 10, 2026 | $126.70 | +6.73% | $539 gain missed | |
| 30 days afterFeb 19, 2026 | $124.87 | +5.19% | $415 gain missed | |
| 90 days afterApr 20, 2026 | $127.92 | +7.76% | $621 gain missed | |
| Latest closeOct 20, 2026 | $117.85 | −0.72% | $58 loss avoided |
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.
| Transaction date | Owner | Asset | Type | Amount (as reported) | Notified / status | Prices | |||||||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Jan 21, 2026Filed 20 days later | Spouse | Microsoft Corporation - Common StockMSFTStocks (including ADRs) [ST]Held in: Merrill Lynch SEP IRA | Purchase | $1,001 - $15,000 | Notified Feb 6, 2026New | ||||||||||||||||||||||||||
Disclosed 20 days after the trade. MSFT closed at $444.11 on Jan 21, 2026; changes are measured from that close.
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack. | |||||||||||||||||||||||||||||||
| Jan 30, 2026Filed 11 days later | Spouse | Microsoft Corporation - Common StockMSFTStocks (including ADRs) [ST]Held in: Merrill Lynch SEP IRA | Partial sale | $1,001 - $15,000 | Notified Feb 6, 2026New | ||||||||||||||||||||||||||
Disclosed 11 days after the trade. MSFT closed at $430.29 on Jan 30, 2026; changes are measured from that close.
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack. | |||||||||||||||||||||||||||||||
| Jan 30, 2026Filed 11 days later | Spouse | NVIDIA Corporation - Common StockNVDAStocks (including ADRs) [ST]Held in: Merrill Lynch SEP IRA | Purchase | $1,001 - $15,000 | Notified Feb 6, 2026New | ||||||||||||||||||||||||||
Disclosed 11 days after the trade. NVDA closed at $191.13 on Jan 30, 2026; changes are measured from that close.
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack. | |||||||||||||||||||||||||||||||
| Jan 20, 2026Filed 21 days later | Spouse | Walmart Inc. - Common StockWMTStocks (including ADRs) [ST]Held in: Merrill Lynch SEP IRA | Partial sale | $1,001 - $15,000 | Notified Feb 6, 2026New | ||||||||||||||||||||||||||
Disclosed 21 days after the trade. WMT closed at $118.71 on Jan 20, 2026; changes are measured from that close.
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack. | |||||||||||||||||||||||||||||||
Disclosed 24 days after the trade. NFLX closed at $12.25 on Jun 16, 2025; changes are measured from that close.
| Point | Session | Close | Change | On $8,001 bought |
|---|---|---|---|---|
| Day after the tradeJun 17, 2025 | $12.21 | −0.38% | −$31 loss | |
| Day of disclosureJul 10, 2025 | $12.51 | +2.06% | +$165 gain | |
| 30 days afterJul 16, 2025 | $12.50 | +2.04% | +$163 gain | |
| 90 days afterSep 15, 2025 | $12.02 | −1.88% | −$151 loss | |
| Latest closeOct 20, 2026 | $68.69 | +460.6% | +$36,851 gain |
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.
ServiceNow, Inc. Common StockNOW
Stocks (including ADRs) [ST]
Held in: Merrill Lynch SEP IRA
Disclosed 13 days after the trade. NOW closed at $40.90 on Jun 27, 2025; changes are measured from that close.
| Point | Session | Close | Change | On $8,001 sold |
|---|---|---|---|---|
| Day after the tradeJun 30, 2025 | $41.12 | +0.55% | $44 gain missed | |
| Day of disclosureJul 10, 2025 | $38.72 | −5.31% | $425 loss avoided | |
| 30 days afterJul 28, 2025 | $39.43 | −3.59% | $287 loss avoided | |
| 90 days afterSep 25, 2025 | $36.74 | −10.2% | $812 loss avoided | |
| Latest closeOct 20, 2026 | $149.54 | +265.7% | $21,255 gain missed |
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack.
| Transaction date | Owner | Asset | Type | Amount (as reported) | Notified / status | Prices | |||||||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Jun 30, 2025Filed 10 days later | Spouse | Meta Platforms, Inc. - Class A Common StockMETAStocks (including ADRs) [ST]Held in: Merrill Lynch SEP IRA | Purchase | $1,001 - $15,000 | Notified Jul 7, 2025New | ||||||||||||||||||||||||||
Disclosed 10 days after the trade. META closed at $738.09 on Jun 30, 2025; changes are measured from that close.
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack. | |||||||||||||||||||||||||||||||
| Jun 16, 2025Filed 24 days later | Spouse | Netflix, Inc. - Common StockNFLXStocks (including ADRs) [ST]Held in: Merrill Lynch SEP IRA | Purchase | $1,001 - $15,000 | Notified Jul 7, 2025New | ||||||||||||||||||||||||||
Disclosed 24 days after the trade. NFLX closed at $12.25 on Jun 16, 2025; changes are measured from that close.
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack. | |||||||||||||||||||||||||||||||
| Jun 27, 2025Filed 13 days later | Spouse | ServiceNow, Inc. Common StockNOWStocks (including ADRs) [ST]Held in: Merrill Lynch SEP IRA | Partial sale | $1,001 - $15,000 | Notified Jul 7, 2025New | ||||||||||||||||||||||||||
Disclosed 13 days after the trade. NOW closed at $40.90 on Jun 27, 2025; changes are measured from that close.
Estimates: filers report neither the price nor the number of shares, so the close stands in for the price paid or received. Closes are split-adjusted and exclude dividends. Prices from Marketstack. | |||||||||||||||||||||||||||||||
| Purchase |
| $1,001 - $15,000 |
| Notified May 30, 2025New |
| Purchase |
| $1,001 - $15,000 |
| Notified May 15, 2025New |