
Representative · OH-6 · R
Current term Jan 3, 2025 – Jan 3, 2027 · In the House since Jun 11, 2024
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.
40 reported transactions in 5 electronically filed reports; latest filed Oct 19, 2026.
Periodic Transaction Report · filed Oct 19, 2026 · House Clerk
View original filingAlphabet Inc. - Class C Capital StockGOOG
Stocks (including ADRs) [ST]
Held in: Merrill Lynch Roth IRA
Disclosed 3 days after the trade. GOOG closed at $336.91 on Oct 16, 2026; changes are measured from that close.
| Point | Session | Close | Change | On $75,001 sold |
|---|---|---|---|---|
| Day after the tradeOct 19, 2026 | $340.16 | +0.96% | $723 gain missed | |
| Day of disclosureOct 19, 2026 | $340.16 | +0.96% | $723 gain missed | |
| 30 days after | Pending: first session on or after Nov 15, 2026 | |||
| 90 days after | Pending: first session on or after Jan 14, 2027 | |||
| Latest closeOct 20, 2026 | $336.40 | −0.15% | $114 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.
WesBanco, Inc. - Common StockWSBC
Stocks (including ADRs) [ST]
Held in: Merrill Lynch Roth IRA
Disclosed 3 days after the trade. WSBC closed at $37.22 on Oct 16, 2026; changes are measured from that close.
| Point | Session | Close | Change | On $8,001 sold |
|---|---|---|---|---|
| Day after the tradeOct 19, 2026 | $37.05 | −0.46% | $37 loss avoided | |
| Day of disclosureOct 19, 2026 | $37.05 | −0.46% | $37 loss avoided | |
| 30 days after | Pending: first session on or after Nov 15, 2026 | |||
| 90 days after | Pending: first session on or after Jan 14, 2027 | |||
| Latest closeOct 20, 2026 | $37.63 | +1.10% | $88 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 | |||||||||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Oct 16, 2026Filed 3 days later | Member | Alphabet Inc. - Class C Capital StockGOOGStocks (including ADRs) [ST]Held in: Merrill Lynch Roth IRA | Sale | $50,001 - $100,000 | Notified Oct 16, 2026New | ||||||||||||||||||||||||||||
Disclosed 3 days after the trade. GOOG closed at $336.91 on Oct 16, 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. | |||||||||||||||||||||||||||||||||
| Oct 16, 2026Filed 3 days later | Member | WesBanco, Inc. - Common StockWSBCStocks (including ADRs) [ST]Held in: Merrill Lynch Roth IRA | Sale | $1,001 - $15,000 | Notified Oct 16, 2026New | ||||||||||||||||||||||||||||
Disclosed 3 days after the trade. WSBC closed at $37.22 on Oct 16, 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 Oct 2, 2026 · House Clerk
View original filingGoldman Sachs Group, Inc.GS
Stocks (including ADRs) [ST]
Held in: Merrill Lynch SIMPLE Managed Account
Disclosed 29 days after the trade. GS closed at $1,037.93 on Sep 3, 2026; changes are measured from that close.
| Point | Session | Close | Change | On $8,001 bought |
|---|---|---|---|---|
| Day after the tradeSep 4, 2026 | $1,038.61 | +0.07% | +$5 gain | |
| Day of disclosureOct 2, 2026 | $902.56 | −13.0% | −$1,044 loss | |
| 30 days afterOct 5, 2026 | $893.46 | −13.9% | −$1,114 loss | |
| 90 days after | Pending: first session on or after Dec 2, 2026 | |||
| Latest closeOct 20, 2026 | $884.81 | −14.8% | −$1,180 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.
Microsoft Corporation - Common StockMSFT
Stocks (including ADRs) [ST]
Held in: Merrill Lynch SIMPLE Managed Account
Periodic Transaction Report · filed Sep 2, 2026 · House Clerk
View original filingAllstate CorporationALL
Stocks (including ADRs) [ST]
Held in: Merrill Lynch SIMPLE Managed Account
Disclosed 21 days after the trade. ALL closed at $255.84 on Aug 12, 2026; changes are measured from that close.
| Point | Session | Close | Change | On $8,001 sold |
|---|---|---|---|---|
| Day after the tradeAug 13, 2026 | $260.48 | +1.81% | $145 gain missed | |
| Day of disclosureSep 2, 2026 | $259.34 | +1.37% | $109 gain missed | |
| 30 days afterSep 11, 2026 | $253.71 | −0.83% | $67 loss avoided | |
| 90 days after | Pending: first session on or after Nov 10, 2026 | |||
| Latest closeOct 20, 2026 | $249.91 | −2.32% | $185 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.
Equinix, Inc. - Common StockEQIX
Stocks (including ADRs) [ST]
Held in: Merrill Lynch SIMPLE Managed Account
Periodic Transaction Report · filed Aug 25, 2026 · House Clerk
View original filingAlphabet Inc. - Class A Common StockGOOGL
Stocks (including ADRs) [ST]
Held in: Merrill Lynch Roth IRA
Disclosed 1 day after the trade. GOOGL closed at $348.06 on Aug 24, 2026; changes are measured from that close.
| Point | Session | Close | Change | On $75,001 sold |
|---|---|---|---|---|
| Day after the tradeAug 25, 2026 | $346.96 | −0.32% | $237 loss avoided | |
| Day of disclosureAug 25, 2026 | $346.96 | −0.32% | $237 loss avoided | |
| 30 days afterSep 23, 2026 | $337.83 | −2.94% | $2,204 loss avoided | |
| 90 days after | Pending: first session on or after Nov 22, 2026 | |||
| Latest closeOct 20, 2026 | $340.28 | −2.24% | $1,678 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 | ||||||||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Aug 24, 2026Filed 1 day later | Member | Alphabet Inc. - Class A Common Stock | ||||||||||||||||||||||||||||||
Disclosed 1 day after the trade. GOOGL closed at $348.06 on Aug 24, 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 7, 2026 · House Clerk
View original filingAlphabet Inc. - Class A Common StockGOOGL
Stocks (including ADRs) [ST]
Held in: Merrill Lynch Managed Account
Disclosed 39 days after the trade. GOOGL closed at $353.65 on Jun 29, 2026; changes are measured from that close.
| Point | Session | Close | Change | On $8,001 bought |
|---|---|---|---|---|
| Day after the tradeJun 30, 2026 | $357.37 | +1.05% | +$84 gain | |
| Day of disclosureAug 7, 2026 | $354.30 | +0.18% | +$15 gain | |
| 30 days afterJul 29, 2026 | $336.71 | −4.79% | −$383 loss | |
| 90 days afterSep 28, 2026 | $342.75 | −3.08% | −$247 loss | |
| Latest closeOct 20, 2026 | $340.28 | −3.78% | −$303 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.
Alphabet Inc. - Class A Common StockGOOGL
Stocks (including ADRs) [ST]
Held in: Merrill Lynch Managed Account
Disclosed 4 days after the trade. MSFT closed at $509.22 on Sep 28, 2026; changes are measured from that close.
| Point | Session | Close | Change | On $8,001 sold |
|---|---|---|---|---|
| Day after the tradeSep 29, 2026 | $508.96 | −0.05% | $4 loss avoided | |
| Day of disclosureOct 2, 2026 | $517.53 | +1.63% | $131 gain missed | |
| 30 days after | Pending: first session on or after Oct 28, 2026 | |||
| 90 days after | Pending: first session on or after Dec 27, 2026 | |||
| Latest closeOct 20, 2026 | $531.87 | +4.45% | $356 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.
Wells Fargo & Company Common StockWFC
Stocks (including ADRs) [ST]
Held in: Merrill Lynch SIMPLE Managed Account
Disclosed 29 days after the trade. WFC closed at $89.19 on Sep 3, 2026; changes are measured from that close.
| Point | Session | Close | Change | On $8,001 sold |
|---|---|---|---|---|
| Day after the tradeSep 4, 2026 | $89.97 | +0.87% | $70 gain missed | |
| Day of disclosureOct 2, 2026 | $80.45 | −9.80% | $784 loss avoided | |
| 30 days afterOct 5, 2026 | $81.44 | −8.69% | $695 loss avoided | |
| 90 days after | Pending: first session on or after Dec 2, 2026 | |||
| Latest closeOct 20, 2026 | $82.20 | −7.84% | $627 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 | |||||||||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Sep 3, 2026Filed 29 days later | Member | Goldman Sachs Group, Inc.GSStocks (including ADRs) [ST]Held in: Merrill Lynch SIMPLE Managed Account | Purchase | $1,001 - $15,000 | Notified Sep 4, 2026New | ||||||||||||||||||||||||||||
Disclosed 29 days after the trade. GS closed at $1,037.93 on Sep 3, 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. | |||||||||||||||||||||||||||||||||
| Sep 28, 2026Filed 4 days later | Member | Microsoft Corporation - Common StockMSFTStocks (including ADRs) [ST]Held in: Merrill Lynch SIMPLE Managed Account | Partial sale | $1,001 - $15,000 | Notified Sep 28, 2026New | ||||||||||||||||||||||||||||
Disclosed 4 days after the trade. MSFT closed at $509.22 on Sep 28, 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. | |||||||||||||||||||||||||||||||||
| Sep 3, 2026Filed 29 days later | Member | Wells Fargo & Company Common StockWFCStocks (including ADRs) [ST]Held in: Merrill Lynch SIMPLE Managed Account | Partial sale | $1,001 - $15,000 | Notified Sep 4, 2026New | ||||||||||||||||||||||||||||
Disclosed 29 days after the trade. WFC closed at $89.19 on Sep 3, 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 26 days after the trade. EQIX closed at $1,042.62 on Aug 7, 2026; changes are measured from that close.
| Point | Session | Close | Change | On $8,001 bought |
|---|---|---|---|---|
| Day after the tradeAug 10, 2026 | $1,043.38 | +0.07% | +$6 gain | |
| Day of disclosureSep 2, 2026 | $1,019.24 | −2.24% | −$179 loss | |
| 30 days afterSep 8, 2026 | $1,041.21 | −0.14% | −$11 loss | |
| 90 days after | Pending: first session on or after Nov 5, 2026 | |||
| Latest closeOct 20, 2026 | $987.44 | −5.29% | −$423 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 12, 2026Filed 21 days later | Member | Allstate CorporationALLStocks (including ADRs) [ST]Held in: Merrill Lynch SIMPLE Managed Account | Sale | $1,001 - $15,000 | Notified Aug 12, 2026New | |||||||||||||||||||||||||||
Disclosed 21 days after the trade. ALL closed at $255.84 on Aug 12, 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 7, 2026Filed 26 days later | Member | Equinix, Inc. - Common StockEQIXStocks (including ADRs) [ST]Held in: Merrill Lynch SIMPLE Managed Account | Purchase | $1,001 - $15,000 | Notified Aug 7, 2026New | |||||||||||||||||||||||||||
Disclosed 26 days after the trade. EQIX closed at $1,042.62 on Aug 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. | ||||||||||||||||||||||||||||||||
| Partial sale |
| $50,001 - $100,000 |
| Notified Aug 24, 2026New |
Disclosed 43 days after the trade. GOOGL closed at $343.71 on Jun 25, 2026; changes are measured from that close.
| Point | Session | Close | Change | On $8,001 bought |
|---|---|---|---|---|
| Day after the tradeJun 26, 2026 | $337.39 | −1.84% | −$147 loss | |
| Day of disclosureAug 7, 2026 | $354.30 | +3.08% | +$247 gain | |
| 30 days afterJul 27, 2026 | $326.56 | −4.99% | −$399 loss | |
| 90 days afterSep 23, 2026 | $337.83 | −1.71% | −$137 loss | |
| Latest closeOct 20, 2026 | $340.28 | −1.00% | −$80 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.
Alphabet Inc. - Class A Common StockGOOGL
Stocks (including ADRs) [ST]
Held in: Merrill Lynch Managed Account
Disclosed 400 days after the trade. GOOGL closed at $179.53 on Jul 3, 2025; changes are measured from that close.
| Point | Session | Close | Change | On $8,001 sold |
|---|---|---|---|---|
| Day after the tradeJul 7, 2025 | $176.79 | −1.53% | $122 loss avoided | |
| Day of disclosureAug 7, 2026 | $354.30 | +97.3% | $7,789 gain missed | |
| 30 days afterAug 4, 2025 | $195.04 | +8.64% | $691 gain missed | |
| 90 days afterOct 1, 2025 | $244.90 | +36.4% | $2,913 gain missed | |
| Latest closeOct 20, 2026 | $340.28 | +89.5% | $7,164 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.
Amazon.com, Inc. - Common StockAMZN
Stocks (including ADRs) [ST]
Held in: Merrill Lynch Managed Account
Disclosed 400 days after the trade. AMZN closed at $223.41 on Jul 3, 2025; changes are measured from that close.
| Point | Session | Close | Change | On $8,001 sold |
|---|---|---|---|---|
| Day after the tradeJul 7, 2025 | $223.47 | +0.03% | $2 gain missed | |
| Day of disclosureAug 7, 2026 | $274.48 | +22.9% | $1,829 gain missed | |
| 30 days afterAug 4, 2025 | $211.65 | −5.26% | $421 loss avoided | |
| 90 days afterOct 1, 2025 | $220.63 | −1.24% | $100 loss avoided | |
| Latest closeOct 20, 2026 | $262.63 | +17.6% | $1,405 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.
Amazon.com, Inc. - Common StockAMZN
Stocks (including ADRs) [ST]
Held in: Merrill Lynch Managed Account
Disclosed 43 days after the trade. AMZN closed at $227.01 on Jun 25, 2026; changes are measured from that close.
| Point | Session | Close | Change | On $8,001 sold |
|---|---|---|---|---|
| Day after the tradeJun 26, 2026 | $232.69 | +2.50% | $200 gain missed | |
| Day of disclosureAug 7, 2026 | $274.48 | +20.9% | $1,673 gain missed | |
| 30 days afterJul 27, 2026 | $231.39 | +1.93% | $154 gain missed | |
| 90 days afterSep 23, 2026 | $249.27 | +9.81% | $785 gain missed | |
| Latest closeOct 20, 2026 | $262.63 | +15.7% | $1,255 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.
Apple Inc. - Common StockAAPL
Stocks (including ADRs) [ST]
Held in: Merrill Lynch Managed Account
Disclosed 43 days after the trade. AAPL closed at $275.15 on Jun 25, 2026; changes are measured from that close.
| Point | Session | Close | Change | On $8,001 sold |
|---|---|---|---|---|
| Day after the tradeJun 26, 2026 | $283.78 | +3.14% | $251 gain missed | |
| Day of disclosureAug 7, 2026 | $313.33 | +13.9% | $1,110 gain missed | |
| 30 days afterJul 27, 2026 | $336.91 | +22.4% | $1,796 gain missed | |
| 90 days afterSep 23, 2026 | $337.02 | +22.5% | $1,799 gain missed | |
| Latest closeOct 20, 2026 | $339.50 | +23.4% | $1,871 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.
Apple Inc. - Common StockAAPL
Stocks (including ADRs) [ST]
Held in: Merrill Lynch Managed Account
Disclosed 284 days after the trade. AAPL closed at $268.81 on Oct 27, 2025; changes are measured from that close.
| Point | Session | Close | Change | On $8,001 sold |
|---|---|---|---|---|
| Day after the tradeOct 28, 2025 | $269.00 | +0.07% | $6 gain missed | |
| Day of disclosureAug 7, 2026 | $313.33 | +16.6% | $1,325 gain missed | |
| 30 days afterNov 26, 2025 | $277.55 | +3.25% | $260 gain missed | |
| 90 days afterJan 26, 2026 | $255.41 | −4.98% | $399 loss avoided | |
| Latest closeOct 20, 2026 | $339.50 | +26.3% | $2,104 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.
Apple Inc. - Common StockAAPL
Stocks (including ADRs) [ST]
Held in: Merrill Lynch Managed Account
Disclosed 371 days after the trade. AAPL closed at $202.38 on Aug 1, 2025; changes are measured from that close.
| Point | Session | Close | Change | On $8,001 bought |
|---|---|---|---|---|
| Day after the tradeAug 4, 2025 | $203.35 | +0.48% | +$38 gain | |
| Day of disclosureAug 7, 2026 | $313.33 | +54.8% | +$4,386 gain | |
| 30 days afterSep 2, 2025 | $229.72 | +13.5% | +$1,081 gain | |
| 90 days afterOct 30, 2025 | $271.40 | +34.1% | +$2,729 gain | |
| Latest closeOct 20, 2026 | $339.50 | +67.8% | +$5,421 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.
Coca-Cola CompanyKO
Stocks (including ADRs) [ST]
Held in: Merrill Lynch Managed Account
Disclosed 247 days after the trade. KO closed at $70.81 on Dec 3, 2025; changes are measured from that close.
| Point | Session | Close | Change | On $8,001 bought |
|---|---|---|---|---|
| Day after the tradeDec 4, 2025 | $70.45 | −0.51% | −$41 loss | |
| Day of disclosureAug 7, 2026 | $87.05 | +22.9% | +$1,835 gain | |
| 30 days afterJan 2, 2026 | $69.12 | −2.39% | −$191 loss | |
| 90 days afterMar 3, 2026 | $79.34 | +12.0% | +$964 gain | |
| Latest closeOct 20, 2026 | $93.49 | +32.0% | +$2,563 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.
Crown Castle Inc. Common StockCCI
Stocks (including ADRs) [ST]
Held in: Merrill Lynch Managed Account
Disclosed 1 day after the trade. CCI closed at $74.92 on Aug 6, 2026; changes are measured from that close.
| Point | Session | Close | Change | On $8,001 sold |
|---|---|---|---|---|
| Day after the tradeAug 7, 2026 | $75.59 | +0.89% | $72 gain missed | |
| Day of disclosureAug 7, 2026 | $75.59 | +0.89% | $72 gain missed | |
| 30 days afterSep 8, 2026 | $75.97 | +1.40% | $112 gain missed | |
| 90 days after | Pending: first session on or after Nov 4, 2026 | |||
| Latest closeOct 20, 2026 | $81.14 | +8.30% | $664 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.
Eli Lilly and Company Common StockLLY
Stocks (including ADRs) [ST]
Held in: Merrill Lynch Managed Account
Disclosed 248 days after the trade. LLY closed at $1,046.12 on Dec 2, 2025; changes are measured from that close.
| Point | Session | Close | Change | On $8,001 sold |
|---|---|---|---|---|
| Day after the tradeDec 3, 2025 | $1,033.56 | −1.20% | $96 loss avoided | |
| Day of disclosureAug 7, 2026 | $1,185.71 | +13.3% | $1,068 gain missed | |
| 30 days afterJan 2, 2026 | $1,080.36 | +3.27% | $262 gain missed | |
| 90 days afterMar 2, 2026 | $1,017.97 | −2.69% | $215 loss avoided | |
| Latest closeOct 20, 2026 | $1,283.66 | +22.7% | $1,817 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.
Eli Lilly and Company Common StockLLY
Stocks (including ADRs) [ST]
Held in: Merrill Lynch Managed Account
Disclosed 37 days after the trade. LLY closed at $1,191.74 on Jul 1, 2026; changes are measured from that close.
| Point | Session | Close | Change | On $8,001 sold |
|---|---|---|---|---|
| Day after the tradeJul 2, 2026 | $1,213.91 | +1.86% | $149 gain missed | |
| Day of disclosureAug 7, 2026 | $1,185.71 | −0.51% | $40 loss avoided | |
| 30 days afterJul 31, 2026 | $1,148.84 | −3.60% | $288 loss avoided | |
| 90 days afterSep 29, 2026 | $1,184.63 | −0.60% | $48 loss avoided | |
| Latest closeOct 20, 2026 | $1,283.66 | +7.71% | $617 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.
Eli Lilly and Company Common StockLLY
Stocks (including ADRs) [ST]
Held in: Merrill Lynch Managed Account
Disclosed 217 days after the trade. LLY closed at $1,080.36 on Jan 2, 2026; changes are measured from that close.
| Point | Session | Close | Change | On $8,001 bought |
|---|---|---|---|---|
| Day after the tradeJan 5, 2026 | $1,041.51 | −3.60% | −$288 loss | |
| Day of disclosureAug 7, 2026 | $1,185.71 | +9.75% | +$780 gain | |
| 30 days afterFeb 2, 2026 | $1,044.13 | −3.35% | −$268 loss | |
| 90 days afterApr 2, 2026 | $935.58 | −13.4% | −$1,072 loss | |
| Latest closeOct 20, 2026 | $1,283.66 | +18.8% | +$1,506 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.
GE Vernova Inc. Common StockGEV
Stocks (including ADRs) [ST]
Held in: Merrill Lynch Managed Account
Disclosed 305 days after the trade. GEV closed at $603.22 on Oct 6, 2025; changes are measured from that close.
| Point | Session | Close | Change | On $8,001 sold |
|---|---|---|---|---|
| Day after the tradeOct 7, 2025 | $606.12 | +0.48% | $38 gain missed | |
| Day of disclosureAug 7, 2026 | $990.32 | +64.2% | $5,134 gain missed | |
| 30 days afterNov 5, 2025 | $559.70 | −7.21% | $577 loss avoided | |
| 90 days afterJan 5, 2026 | $680.86 | +12.9% | $1,030 gain missed | |
| Latest closeOct 20, 2026 | $890.33 | +47.6% | $3,808 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.
KLA Corporation - Common StockKLAC
Stocks (including ADRs) [ST]
Held in: Merrill Lynch Managed Account
Disclosed 37 days after the trade. KLAC closed at $266.19 on Jul 1, 2026; changes are measured from that close.
| Point | Session | Close | Change | On $8,001 bought |
|---|---|---|---|---|
| Day after the tradeJul 2, 2026 | $235.55 | −11.5% | −$921 loss | |
| Day of disclosureAug 7, 2026 | $198.11 | −25.6% | −$2,046 loss | |
| 30 days afterJul 31, 2026 | $182.82 | −31.3% | −$2,506 loss | |
| 90 days afterSep 29, 2026 | $196.53 | −26.2% | −$2,094 loss | |
| Latest closeOct 20, 2026 | $161.74 | −39.2% | −$3,140 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.
Meta Platforms, Inc. - Class A Common StockMETA
Stocks (including ADRs) [ST]
Held in: Merrill Lynch Managed Account
Disclosed 210 days after the trade. META closed at $653.06 on Jan 9, 2026; changes are measured from that close.
| Point | Session | Close | Change | On $8,001 sold |
|---|---|---|---|---|
| Day after the tradeJan 12, 2026 | $641.97 | −1.70% | $136 loss avoided | |
| Day of disclosureAug 7, 2026 | $592.10 | −9.33% | $747 loss avoided | |
| 30 days afterFeb 9, 2026 | $677.22 | +3.70% | $296 gain missed | |
| 90 days afterApr 9, 2026 | $628.39 | −3.78% | $302 loss avoided | |
| Latest closeOct 20, 2026 | $694.25 | +6.31% | $505 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 Managed Account
Disclosed 93 days after the trade. META closed at $612.88 on May 6, 2026; changes are measured from that close.
| Point | Session | Close | Change | On $8,001 bought |
|---|---|---|---|---|
| Day after the tradeMay 7, 2026 | $616.81 | +0.64% | +$51 gain | |
| Day of disclosureAug 7, 2026 | $592.10 | −3.39% | −$271 loss | |
| 30 days afterJun 5, 2026 | $593.00 | −3.24% | −$260 loss | |
| 90 days afterAug 4, 2026 | $587.94 | −4.07% | −$326 loss | |
| Latest closeOct 20, 2026 | $694.25 | +13.3% | +$1,062 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.
Meta Platforms, Inc. - Class A Common StockMETA
Stocks (including ADRs) [ST]
Held in: Merrill Lynch Managed Account
Disclosed 323 days after the trade. META closed at $780.25 on Sep 18, 2025; changes are measured from that close.
| Point | Session | Close | Change | On $8,001 bought |
|---|---|---|---|---|
| Day after the tradeSep 19, 2025 | $778.38 | −0.24% | −$19 loss | |
| Day of disclosureAug 7, 2026 | $592.10 | −24.1% | −$1,929 loss | |
| 30 days afterOct 20, 2025 | $732.17 | −6.16% | −$493 loss | |
| 90 days afterDec 17, 2025 | $649.50 | −16.8% | −$1,341 loss | |
| Latest closeOct 20, 2026 | $694.25 | −11.0% | −$882 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.
Micron Technology, Inc. - Common StockMU
Stocks (including ADRs) [ST]
Held in: Merrill Lynch Managed Account
Disclosed 43 days after the trade. MU closed at $1,213.56 on Jun 25, 2026; changes are measured from that close.
| Point | Session | Close | Change | On $8,001 bought |
|---|---|---|---|---|
| Day after the tradeJun 26, 2026 | $1,132.33 | −6.69% | −$536 loss | |
| Day of disclosureAug 7, 2026 | $877.57 | −27.7% | −$2,215 loss | |
| 30 days afterJul 27, 2026 | $900.20 | −25.8% | −$2,066 loss | |
| 90 days afterSep 23, 2026 | $1,071.88 | −11.7% | −$934 loss | |
| Latest closeOct 21, 2026 | $913.67 | −24.7% | −$1,977 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.
Microsoft Corporation - Common StockMSFT
Stocks (including ADRs) [ST]
Held in: Merrill Lynch Managed Account
Disclosed 43 days after the trade. MSFT closed at $352.83 on Jun 25, 2026; changes are measured from that close.
| Point | Session | Close | Change | On $8,001 sold |
|---|---|---|---|---|
| Day after the tradeJun 26, 2026 | $372.97 | +5.71% | $457 gain missed | |
| Day of disclosureAug 7, 2026 | $499.99 | +41.7% | $3,337 gain missed | |
| 30 days afterJul 27, 2026 | $389.10 | +10.3% | $822 gain missed | |
| 90 days afterSep 23, 2026 | $500.59 | +41.9% | $3,351 gain missed | |
| Latest closeOct 20, 2026 | $531.87 | +50.7% | $4,060 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.
Microsoft Corporation - Common StockMSFT
Stocks (including ADRs) [ST]
Held in: Merrill Lynch Managed Account
Disclosed 168 days after the trade. MSFT closed at $397.23 on Feb 20, 2026; changes are measured from that close.
| Point | Session | Close | Change | On $8,001 sold |
|---|---|---|---|---|
| Day after the tradeFeb 23, 2026 | $384.47 | −3.21% | $257 loss avoided | |
| Day of disclosureAug 7, 2026 | $499.99 | +25.9% | $2,070 gain missed | |
| 30 days afterMar 23, 2026 | $383.00 | −3.58% | $287 loss avoided | |
| 90 days afterMay 21, 2026 | $419.09 | +5.50% | $440 gain missed | |
| Latest closeOct 20, 2026 | $531.87 | +33.9% | $2,712 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.
Microsoft Corporation - Common StockMSFT
Stocks (including ADRs) [ST]
Held in: Merrill Lynch Managed Account
Disclosed 183 days after the trade. MSFT closed at $393.67 on Feb 5, 2026; changes are measured from that close.
| Point | Session | Close | Change | On $8,001 bought |
|---|---|---|---|---|
| Day after the tradeFeb 6, 2026 | $401.14 | +1.90% | +$152 gain | |
| Day of disclosureAug 7, 2026 | $499.99 | +27.0% | +$2,161 gain | |
| 30 days afterMar 9, 2026 | $409.41 | +4.00% | +$320 gain | |
| 90 days afterMay 6, 2026 | $413.96 | +5.15% | +$412 gain | |
| Latest closeOct 20, 2026 | $531.87 | +35.1% | +$2,809 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 Managed Account
Disclosed 43 days after the trade. NVDA closed at $195.74 on Jun 25, 2026; changes are measured from that close.
| Point | Session | Close | Change | On $8,001 bought |
|---|---|---|---|---|
| Day after the tradeJun 26, 2026 | $192.53 | −1.64% | −$131 loss | |
| Day of disclosureAug 7, 2026 | $223.96 | +14.4% | +$1,154 gain | |
| 30 days afterJul 27, 2026 | $196.51 | +0.39% | +$31 gain | |
| 90 days afterSep 23, 2026 | $225.51 | +15.2% | +$1,217 gain | |
| Latest closeOct 22, 2026 | $212.21 | +8.41% | +$673 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 Managed Account
Disclosed 371 days after the trade. NVDA closed at $173.72 on Aug 1, 2025; changes are measured from that close.
| Point | Session | Close | Change | On $8,001 bought |
|---|---|---|---|---|
| Day after the tradeAug 4, 2025 | $180.00 | +3.62% | +$289 gain | |
| Day of disclosureAug 7, 2026 | $223.96 | +28.9% | +$2,314 gain | |
| 30 days afterSep 2, 2025 | $170.78 | −1.69% | −$135 loss | |
| 90 days afterOct 30, 2025 | $202.89 | +16.8% | +$1,343 gain | |
| Latest closeOct 22, 2026 | $212.21 | +22.2% | +$1,773 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 Managed Account
Disclosed 372 days after the trade. NVDA closed at $177.87 on Jul 31, 2025; changes are measured from that close.
| Point | Session | Close | Change | On $8,001 sold |
|---|---|---|---|---|
| Day after the tradeAug 1, 2025 | $173.72 | −2.33% | $187 loss avoided | |
| Day of disclosureAug 7, 2026 | $223.96 | +25.9% | $2,073 gain missed | |
| 30 days afterSep 2, 2025 | $170.78 | −3.99% | $319 loss avoided | |
| 90 days afterOct 29, 2025 | $207.04 | +16.4% | $1,312 gain missed | |
| Latest closeOct 22, 2026 | $212.21 | +19.3% | $1,545 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.
Oracle Corporation Common StockORCL
Stocks (including ADRs) [ST]
Held in: Merrill Lynch Managed Account
Disclosed 570 days after the trade. ORCL closed at $156.31 on Jan 14, 2025; changes are measured from that close.
| Point | Session | Close | Change | On $8,001 bought |
|---|---|---|---|---|
| Day after the tradeJan 15, 2025 | $158.31 | +1.28% | +$102 gain | |
| Day of disclosureAug 7, 2026 | $147.02 | −5.94% | −$476 loss | |
| 30 days afterFeb 13, 2025 | $173.86 | +11.2% | +$898 gain | |
| 90 days afterApr 14, 2025 | $134.64 | −13.9% | −$1,109 loss | |
| Latest closeOct 20, 2026 | $131.14 | −16.1% | −$1,288 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.
Palantir Technologies Inc. - Class A Common StockPLTR
Stocks (including ADRs) [ST]
Held in: Merrill Lynch Managed Account
Disclosed 93 days after the trade. PLTR closed at $133.79 on May 6, 2026; changes are measured from that close.
| Point | Session | Close | Change | On $8,001 sold |
|---|---|---|---|---|
| Day after the tradeMay 7, 2026 | $137.05 | +2.44% | $195 gain missed | |
| Day of disclosureAug 7, 2026 | $172.01 | +28.6% | $2,286 gain missed | |
| 30 days afterJun 5, 2026 | $135.53 | +1.30% | $104 gain missed | |
| 90 days afterAug 4, 2026 | $162.66 | +21.6% | $1,727 gain missed | |
| Latest closeOct 20, 2026 | $192.60 | +44.0% | $3,517 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.
Palantir Technologies Inc. - Class A Common StockPLTR
Stocks (including ADRs) [ST]
Held in: Merrill Lynch Managed Account
Disclosed 210 days after the trade. PLTR closed at $177.49 on Jan 9, 2026; changes are measured from that close.
| Point | Session | Close | Change | On $8,001 bought |
|---|---|---|---|---|
| Day after the tradeJan 12, 2026 | $179.41 | +1.08% | +$87 gain | |
| Day of disclosureAug 7, 2026 | $172.01 | −3.09% | −$247 loss | |
| 30 days afterFeb 9, 2026 | $142.91 | −19.5% | −$1,559 loss | |
| 90 days afterApr 9, 2026 | $130.49 | −26.5% | −$2,119 loss | |
| Latest closeOct 20, 2026 | $192.60 | +8.51% | +$681 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.
Pfizer, Inc. Common StockPFE
Stocks (including ADRs) [ST]
Held in: Merrill Lynch Managed Account
Disclosed 619 days after the trade. PFE closed at $25.77 on Nov 26, 2024; changes are measured from that close.
| Point | Session | Close | Change | On $8,001 sold |
|---|---|---|---|---|
| Day after the tradeNov 27, 2024 | $25.83 | +0.23% | $19 gain missed | |
| Day of disclosureAug 7, 2026 | $26.76 | +3.84% | $307 gain missed | |
| 30 days afterDec 26, 2024 | $26.56 | +3.07% | $245 gain missed | |
| 90 days afterFeb 24, 2025 | $26.65 | +3.41% | $273 gain missed | |
| Latest closeOct 20, 2026 | $30.11 | +16.8% | $1,347 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.
Prudential Financial, Inc. Common StockPRU
Stocks (including ADRs) [ST]
Held in: Merrill Lynch Managed Account
Disclosed 457 days after the trade. PRU closed at $101.23 on May 7, 2025; changes are measured from that close.
| Point | Session | Close | Change | On $8,001 sold |
|---|---|---|---|---|
| Day after the tradeMay 8, 2025 | $103.61 | +2.35% | $188 gain missed | |
| Day of disclosureAug 7, 2026 | $121.28 | +19.8% | $1,585 gain missed | |
| 30 days afterJun 6, 2025 | $105.58 | +4.30% | $344 gain missed | |
| 90 days afterAug 5, 2025 | $103.18 | +1.93% | $154 gain missed | |
| Latest closeOct 20, 2026 | $115.27 | +13.9% | $1,110 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.
ServiceNow, Inc. Common StockNOW
Stocks (including ADRs) [ST]
Held in: Merrill Lynch Managed Account
Disclosed 599 days after the trade. NOW closed at $225.99 on Dec 16, 2024; changes are measured from that close.
| Point | Session | Close | Change | On $8,001 sold |
|---|---|---|---|---|
| Day after the tradeDec 17, 2024 | $222.94 | −1.35% | $108 loss avoided | |
| Day of disclosureAug 7, 2026 | $124.88 | −44.7% | $3,580 loss avoided | |
| 30 days afterJan 15, 2025 | $210.83 | −6.71% | $537 loss avoided | |
| 90 days afterMar 17, 2025 | $168.59 | −25.4% | $2,032 loss avoided | |
| Latest closeOct 20, 2026 | $149.54 | −33.8% | $2,707 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.
Thermo Fisher Scientific Inc Common StockTMO
Stocks (including ADRs) [ST]
Held in: Merrill Lynch Managed Account
Disclosed 603 days after the trade. TMO closed at $524.61 on Dec 12, 2024; changes are measured from that close.
| Point | Session | Close | Change | On $8,001 sold |
|---|---|---|---|---|
| Day after the tradeDec 13, 2024 | $526.89 | +0.43% | $35 gain missed | |
| Day of disclosureAug 7, 2026 | $594.00 | +13.2% | $1,058 gain missed | |
| 30 days afterJan 13, 2025 | $555.52 | +5.89% | $471 gain missed | |
| 90 days afterMar 12, 2025 | $512.65 | −2.28% | $182 loss avoided | |
| Latest closeOct 20, 2026 | $687.37 | +31.0% | $2,482 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 29, 2026Filed 39 days later | Member | Alphabet Inc. - Class A Common StockGOOGLStocks (including ADRs) [ST]Held in: Merrill Lynch Managed Account | Purchase | $1,001 - $15,000 | Notified Jun 29, 2026New | |||||||||||||||||||||||||||
Disclosed 39 days after the trade. GOOGL closed at $353.65 on Jun 29, 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 25, 2026Filed 43 days later | Member | Alphabet Inc. - Class A Common StockGOOGLStocks (including ADRs) [ST]Held in: Merrill Lynch Managed Account | Purchase | $1,001 - $15,000 | Notified Jun 25, 2026New | |||||||||||||||||||||||||||
Disclosed 43 days after the trade. GOOGL closed at $343.71 on Jun 25, 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 3, 2025Filed 400 days later · past 45 days | Member | Alphabet Inc. - Class A Common StockGOOGLStocks (including ADRs) [ST]Held in: Merrill Lynch Managed Account | Sale | $1,001 - $15,000 | Notified Jul 3, 2025New | |||||||||||||||||||||||||||
Disclosed 400 days after the trade. GOOGL closed at $179.53 on Jul 3, 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. | ||||||||||||||||||||||||||||||||
| Jul 3, 2025Filed 400 days later · past 45 days | Member | Amazon.com, Inc. - Common StockAMZNStocks (including ADRs) [ST]Held in: Merrill Lynch Managed Account | Sale | $1,001 - $15,000 | Notified Jul 3, 2025New | |||||||||||||||||||||||||||
Disclosed 400 days after the trade. AMZN closed at $223.41 on Jul 3, 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 25, 2026Filed 43 days later | Member | Amazon.com, Inc. - Common StockAMZNStocks (including ADRs) [ST]Held in: Merrill Lynch Managed Account | Sale | $1,001 - $15,000 | Notified Jun 25, 2026New | |||||||||||||||||||||||||||
Disclosed 43 days after the trade. AMZN closed at $227.01 on Jun 25, 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 25, 2026Filed 43 days later | Member | Apple Inc. - Common StockAAPLStocks (including ADRs) [ST]Held in: Merrill Lynch Managed Account | Sale | $1,001 - $15,000 | Notified Jun 25, 2026New | |||||||||||||||||||||||||||
Disclosed 43 days after the trade. AAPL closed at $275.15 on Jun 25, 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. | ||||||||||||||||||||||||||||||||
| Oct 27, 2025Filed 284 days later · past 45 days | Member | Apple Inc. - Common StockAAPLStocks (including ADRs) [ST]Held in: Merrill Lynch Managed Account | Sale | $1,001 - $15,000 | Notified Oct 27, 2025New | |||||||||||||||||||||||||||
Disclosed 284 days after the trade. AAPL closed at $268.81 on Oct 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. | ||||||||||||||||||||||||||||||||
| Aug 1, 2025Filed 371 days later · past 45 days | Member | Apple Inc. - Common StockAAPLStocks (including ADRs) [ST]Held in: Merrill Lynch Managed Account | Purchase | $1,001 - $15,000 | Notified Aug 1, 2025New | |||||||||||||||||||||||||||
Disclosed 371 days after the trade. AAPL closed at $202.38 on Aug 1, 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. | ||||||||||||||||||||||||||||||||
| Dec 3, 2025Filed 247 days later · past 45 days | Member | Coca-Cola CompanyKOStocks (including ADRs) [ST]Held in: Merrill Lynch Managed Account | Purchase | $1,001 - $15,000 | Notified Dec 3, 2025New | |||||||||||||||||||||||||||
Disclosed 247 days after the trade. KO closed at $70.81 on Dec 3, 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. | ||||||||||||||||||||||||||||||||
| Aug 6, 2026Filed 1 day later | Member | Crown Castle Inc. Common StockCCIStocks (including ADRs) [ST]Held in: Merrill Lynch Managed Account | Sale | $1,001 - $15,000 | Notified Aug 6, 2026New | |||||||||||||||||||||||||||
Disclosed 1 day after the trade. CCI closed at $74.92 on Aug 6, 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. | ||||||||||||||||||||||||||||||||
| Dec 2, 2025Filed 248 days later · past 45 days | Member | Eli Lilly and Company Common StockLLYStocks (including ADRs) [ST]Held in: Merrill Lynch Managed Account | Sale | $1,001 - $15,000 | Notified Dec 2, 2025New | |||||||||||||||||||||||||||
Disclosed 248 days after the trade. LLY closed at $1,046.12 on Dec 2, 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. | ||||||||||||||||||||||||||||||||
| Jul 1, 2026Filed 37 days later | Member | Eli Lilly and Company Common StockLLYStocks (including ADRs) [ST]Held in: Merrill Lynch Managed Account | Sale | $1,001 - $15,000 | Notified Jul 1, 2026New | |||||||||||||||||||||||||||
Disclosed 37 days after the trade. LLY closed at $1,191.74 on Jul 1, 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 2, 2026Filed 217 days later · past 45 days | Member | Eli Lilly and Company Common StockLLYStocks (including ADRs) [ST]Held in: Merrill Lynch Managed Account | Purchase | $1,001 - $15,000 | Notified Jan 2, 2026New | |||||||||||||||||||||||||||
Disclosed 217 days after the trade. LLY closed at $1,080.36 on Jan 2, 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. | ||||||||||||||||||||||||||||||||
| Oct 6, 2025Filed 305 days later · past 45 days | Member | GE Vernova Inc. Common StockGEVStocks (including ADRs) [ST]Held in: Merrill Lynch Managed Account | Sale | $1,001 - $15,000 | Notified Oct 6, 2025New | |||||||||||||||||||||||||||
Disclosed 305 days after the trade. GEV closed at $603.22 on Oct 6, 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. | ||||||||||||||||||||||||||||||||
| Jul 1, 2026Filed 37 days later | Member | KLA Corporation - Common StockKLACStocks (including ADRs) [ST]Held in: Merrill Lynch Managed Account | Purchase | $1,001 - $15,000 | Notified Jul 1, 2026New | |||||||||||||||||||||||||||
Disclosed 37 days after the trade. KLAC closed at $266.19 on Jul 1, 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 9, 2026Filed 210 days later · past 45 days | Member | Meta Platforms, Inc. - Class A Common StockMETAStocks (including ADRs) [ST]Held in: Merrill Lynch Managed Account | Sale | $1,001 - $15,000 | Notified Jan 9, 2026New | |||||||||||||||||||||||||||
Disclosed 210 days after the trade. META closed at $653.06 on Jan 9, 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. | ||||||||||||||||||||||||||||||||
| May 6, 2026Filed 93 days later · past 45 days | Member | Meta Platforms, Inc. - Class A Common StockMETAStocks (including ADRs) [ST]Held in: Merrill Lynch Managed Account | Purchase | $1,001 - $15,000 | Notified May 6, 2026New | |||||||||||||||||||||||||||
Disclosed 93 days after the trade. META closed at $612.88 on May 6, 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. | ||||||||||||||||||||||||||||||||
| Sep 18, 2025Filed 323 days later · past 45 days | Member | Meta Platforms, Inc. - Class A Common StockMETAStocks (including ADRs) [ST]Held in: Merrill Lynch Managed Account | Purchase | $1,001 - $15,000 | Notified Sep 18, 2025New | |||||||||||||||||||||||||||
Disclosed 323 days after the trade. META closed at $780.25 on Sep 18, 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 25, 2026Filed 43 days later | Member | Micron Technology, Inc. - Common StockMUStocks (including ADRs) [ST]Held in: Merrill Lynch Managed Account | Purchase | $1,001 - $15,000 | Notified Jun 25, 2026New | |||||||||||||||||||||||||||
Disclosed 43 days after the trade. MU closed at $1,213.56 on Jun 25, 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 25, 2026Filed 43 days later | Member | Microsoft Corporation - Common StockMSFTStocks (including ADRs) [ST]Held in: Merrill Lynch Managed Account | Sale | $1,001 - $15,000 | Notified Jun 25, 2026New | |||||||||||||||||||||||||||
Disclosed 43 days after the trade. MSFT closed at $352.83 on Jun 25, 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. | ||||||||||||||||||||||||||||||||
| Feb 20, 2026Filed 168 days later · past 45 days | Member | Microsoft Corporation - Common StockMSFTStocks (including ADRs) [ST]Held in: Merrill Lynch Managed Account | Sale | $1,001 - $15,000 | Notified Feb 20, 2026New | |||||||||||||||||||||||||||
Disclosed 168 days after the trade. MSFT closed at $397.23 on Feb 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. | ||||||||||||||||||||||||||||||||
| Feb 5, 2026Filed 183 days later · past 45 days | Member | Microsoft Corporation - Common StockMSFTStocks (including ADRs) [ST]Held in: Merrill Lynch Managed Account | Purchase | $1,001 - $15,000 | Notified Feb 5, 2026New | |||||||||||||||||||||||||||
Disclosed 183 days after the trade. MSFT closed at $393.67 on Feb 5, 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 25, 2026Filed 43 days later | Member | NVIDIA Corporation - Common StockNVDAStocks (including ADRs) [ST]Held in: Merrill Lynch Managed Account | Purchase | $1,001 - $15,000 | Notified Jun 25, 2026New | |||||||||||||||||||||||||||
Disclosed 43 days after the trade. NVDA closed at $195.74 on Jun 25, 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 1, 2025Filed 371 days later · past 45 days | Member | NVIDIA Corporation - Common StockNVDAStocks (including ADRs) [ST]Held in: Merrill Lynch Managed Account | Purchase | $1,001 - $15,000 | Notified Aug 1, 2025New | |||||||||||||||||||||||||||
Disclosed 371 days after the trade. NVDA closed at $173.72 on Aug 1, 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. | ||||||||||||||||||||||||||||||||
| Jul 31, 2025Filed 372 days later · past 45 days | Member | NVIDIA Corporation - Common StockNVDAStocks (including ADRs) [ST]Held in: Merrill Lynch Managed Account | Sale | $1,001 - $15,000 | Notified Jul 31, 2025New | |||||||||||||||||||||||||||
Disclosed 372 days after the trade. NVDA closed at $177.87 on Jul 31, 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. | ||||||||||||||||||||||||||||||||
| Jan 14, 2025Filed 570 days later · past 45 days | Member | Oracle Corporation Common StockORCLStocks (including ADRs) [ST]Held in: Merrill Lynch Managed Account | Purchase | $1,001 - $15,000 | Notified Jan 14, 2025New | |||||||||||||||||||||||||||
Disclosed 570 days after the trade. ORCL closed at $156.31 on Jan 14, 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. | ||||||||||||||||||||||||||||||||
| May 6, 2026Filed 93 days later · past 45 days | Member | Palantir Technologies Inc. - Class A Common StockPLTRStocks (including ADRs) [ST]Held in: Merrill Lynch Managed Account | Sale | $1,001 - $15,000 | Notified May 6, 2026New | |||||||||||||||||||||||||||
Disclosed 93 days after the trade. PLTR closed at $133.79 on May 6, 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 9, 2026Filed 210 days later · past 45 days | Member | Palantir Technologies Inc. - Class A Common StockPLTRStocks (including ADRs) [ST]Held in: Merrill Lynch Managed Account | Purchase | $1,001 - $15,000 | Notified Jan 9, 2026New | |||||||||||||||||||||||||||
Disclosed 210 days after the trade. PLTR closed at $177.49 on Jan 9, 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. | ||||||||||||||||||||||||||||||||
| Nov 26, 2024Filed 619 days later · past 45 days | Member | Pfizer, Inc. Common StockPFEStocks (including ADRs) [ST]Held in: Merrill Lynch Managed Account | Sale | $1,001 - $15,000 | Notified Nov 26, 2024New | |||||||||||||||||||||||||||
Disclosed 619 days after the trade. PFE closed at $25.77 on Nov 26, 2024; 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. | ||||||||||||||||||||||||||||||||
| May 7, 2025Filed 457 days later · past 45 days | Member | Prudential Financial, Inc. Common StockPRUStocks (including ADRs) [ST]Held in: Merrill Lynch Managed Account | Sale | $1,001 - $15,000 | Notified May 7, 2025New | |||||||||||||||||||||||||||
Disclosed 457 days after the trade. PRU closed at $101.23 on May 7, 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. | ||||||||||||||||||||||||||||||||
| Dec 16, 2024Filed 599 days later · past 45 days | Member | ServiceNow, Inc. Common StockNOWStocks (including ADRs) [ST]Held in: Merrill Lynch Managed Account | Sale | $1,001 - $15,000 | Notified Dec 16, 2024New | |||||||||||||||||||||||||||
Disclosed 599 days after the trade. NOW closed at $225.99 on Dec 16, 2024; 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. | ||||||||||||||||||||||||||||||||
| Dec 12, 2024Filed 603 days later · past 45 days | Member | Thermo Fisher Scientific Inc Common StockTMOStocks (including ADRs) [ST]Held in: Merrill Lynch Managed Account | Sale | $1,001 - $15,000 | Notified Dec 12, 2024New | |||||||||||||||||||||||||||
Disclosed 603 days after the trade. TMO closed at $524.61 on Dec 12, 2024; 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. | ||||||||||||||||||||||||||||||||