12M PTR return
+17%PTR coveragePTR coverage is transaction based: mapped ticker plus enough public price history divided by total transactions in the selected window.: 83.7%Politician case file · Household disclosure
Julia Letlow Household
Julia Letlow House PTR household trading disclosure proxy. Amounts are range-estimated.
Julia LetlowHouse Rep · LA-05 · RR · LA-05
Quarter PTR return
+0%PTR coveragePTR coverage is transaction based: mapped ticker plus enough public price history divided by total transactions in the selected window.: 0.0%Transactions
2502 PTR filesEstimated volumeEstimated volume sums disclosed transaction ranges using midpoint estimates. It is a rough disclosure-size signal, not exact trade value.
$1MRange midpoint estimatePTR rankings use public filings after they become visible. Amounts are disclosed as ranges and converted to midpoint estimates. Returns use a Modified Dietz-style synthetic exposure from public disclosure date, not the official's actual trade date or full portfolio performance.
Disclosure tape
Recent PTR transactions
| Public date | Asset | Action | Owner | Amount | Theme | Source |
|---|---|---|---|---|---|---|
| 2026-03-12 | VSTMerrill Lynch Investment Account #025 Vistra Corp. Common Stock (VST) | Purchase | Self | $1K - $15K | Other | 20034106 |
| 2026-03-12 | URIMerrill Lynch Investment Account #025 United Rentals, Inc. Common Stock (URI) | Sale | Self | $1K - $15K | Other | 20034106 |
| 2026-03-12 | TRVMerrill Lynch Investment Account #025 The Travelers Companies, Inc. Common Stock (TRV) | Purchase | Self | $1K - $15K | Other | 20034106 |
| 2026-03-12 | TTWOMerrill Lynch Investment Account #025 Take-Two Interactive Software, Inc. - Common Stock (TTWO) | Sale | Self | $1K - $15K | Software | 20034106 |
| 2026-03-12 | TSMMerrill Lynch Investment Account #025 Taiwan Semiconductor Manufacturing Company Ltd. (TSM) | Purchase | Self | $1K - $15K | Semis | 20034106 |
| 2026-03-12 | CRMMerrill Lynch Investment Account #025 Salesforce, Inc. Common Stock (CRM) | Sale | Self | $1K - $15K | Software | 20034106 |
| 2026-03-12 | REGNMerrill Lynch Investment Account #025 Regeneron Pharmaceuticals, Inc. - Common Stock (REGN) | Purchase | Self | $1K - $15K | Semis | 20034106 |
| 2026-03-12 | PEGMerrill Lynch Investment Account #025 Public Service Enterprise Group Incorporated Common Stock (PEG) | Sale | Self | $1K - $15K | Other | 20034106 |
| 2026-03-12 | PGMerrill Lynch Investment Account #025 Procter & Gamble Company (PG) | Purchase | Self | $1K - $15K | Other | 20034106 |
| 2026-03-12 | PMMerrill Lynch Investment Account #025 Philip Morris International Inc Common Stock (PM) | Sale | Self | $1K - $15K | Other | 20034106 |
| 2026-03-12 | PEPMerrill Lynch Investment Account #025 Pepsico, Inc. (PEP) | Purchase | Self | $1K - $15K | Other | 20034106 |
| 2026-03-12 | MSFTMerrill Lynch Investment Account #025 Microsoft Corporation - Common Stock (MSFT) | Sale (Partial) | Self | $1K - $15K | Software | 20034106 |
| 2026-03-12 | METAMerrill Lynch Investment Account #025 Meta Platforms, Inc. - Class A Common Stock (META) | Purchase | Self | $1K - $15K | Consumer | 20034106 |
| 2026-03-12 | MKCMerrill Lynch Investment Account #025 McCormick & Company, Incorporated Common Stock (MKC) | Sale | Self | $1K - $15K | Other | 20034106 |
| 2026-03-12 | DRSMerrill Lynch Investment Account #025 Leonardo DRS, Inc. - Common Stock (DRS) | Purchase | Self | $1K - $15K | Other | 20034106 |
| 2026-03-12 | INTUMerrill Lynch Investment Account #025 Intuit Inc. - Common Stock (INTU) | Sale | Self | $1K - $15K | Other | 20034106 |
| 2026-03-12 | IBMMerrill Lynch Investment Account #025 International Business Machines Corporation Common Stock (IBM) | Purchase | Self | $1K - $15K | Other | 20034106 |
| 2026-03-12 | Merrill Lynch Investment Account #025 Intercontinental Exchange Inc.Merrill Lynch Investment Account #025 Intercontinental Exchange Inc. | Sale | Self | $1K - $15K | Other | 20034106 |
| 2026-03-12 | ICLRMerrill Lynch Investment Account #025 ICON plc - Ordinary Shares (ICLR) | Sale | Self | $1K - $15K | Other | 20034106 |
| 2026-03-12 | HUMMerrill Lynch Investment Account #025 Humana Inc. Common Stock (HUM) | Sale | Self | $1K - $15K | Other | 20034106 |
| 2026-03-12 | DINOMerrill Lynch Investment Account #025 HF Sinclair Corporation Common Stock (DINO) | Sale | Self | $1K - $15K | Other | 20034106 |
| 2026-03-12 | EXRMerrill Lynch Investment Account #025 Extra Space Storage Inc Common Stock (EXR) | Purchase | Self | $1K - $15K | Other | 20034106 |
| 2026-03-12 | EXEMerrill Lynch Investment Account #025 Expand Energy Corporation - Common Stock (EXE) | Sale | Self | $1K - $15K | Power | 20034106 |
| 2026-03-12 | CMIMerrill Lynch Investment Account #025 Cummins Inc. Common Stock (CMI) | Purchase | Self | $1K - $15K | Other | 20034106 |
| 2026-03-12 | CSCOMerrill Lynch Investment Account #025 Cisco Systems, Inc. - Common Stock (CSCO) | Purchase | Self | $1K - $15K | Other | 20034106 |
| 2026-03-12 | BXPMerrill Lynch Investment Account #025 BXP, Inc. Common Stock (BXP) | Sale | Self | $1K - $15K | Other | 20034106 |
| 2026-03-12 | AVGOBroadcom Inc. - Common Stock (AVGO) | Sale (Partial) | Self | $1K - $15K | Semis | 20034106 |
| 2026-03-12 | BAMerrill Lynch Investment Account #025 Boeing Company (BA) | Purchase | Self | $1K - $15K | Other | 20034106 |
| 2026-03-12 | TMerrill Lynch Investment Account #025 AT&T Inc. (T) | Sale | Self | $1K - $15K | Other | 20034106 |
| 2026-03-12 | AAPLMerrill Lynch Investment Account #025 Apple Inc. - Common Stock (AAPL) | Purchase | Self | $1K - $15K | Other | 20034106 |
| 2026-03-12 | AMDMerrill Lynch Investment Account #025 Advanced Micro Devices, Inc. (AMD) | Purchase | Self | $1K - $15K | Semis | 20034106 |
| 2026-03-12 | MMMMerrill Lynch Investment Account #025 3M Company Common Stock (MMM) | Sale | Self | $1K - $15K | Other | 20034106 |
| 2026-03-12 | MMM3M Company Common Stock (MMM) | Sale (Partial) | Unknown | $1K - $15K | Other | 20034106 |
| 2026-01-13 | WDAYMerrill Lynch Investment Account #025 Workday, Inc. - Class A Common Stock (WDAY) | Purchase | Self | $1K - $15K | Other | 20030977 |
| 2026-01-13 | WDAYMerrill Lynch Investment Account #025 Workday, Inc. - Class A Common Stock (WDAY) | Purchase | Self | $1K - $15K | Other | 20030977 |
| 2026-01-13 | WDAYMerrill Lynch Investment Account #025 Workday, Inc. - Class A Common Stock (WDAY) | Sale (Partial) | Self | $1K - $15K | Other | 20030977 |
| 2026-01-13 | WDAYMerrill Lynch Investment Account #025 Workday, Inc. - Class A Common Stock (WDAY) | Sale | Self | $1K - $15K | Other | 20030977 |
| 2026-01-13 | WSMMerrill Lynch Investment Account #025 Williams-Sonoma, Inc. Common Stock (WSM) | Purchase | Self | $1K - $15K | Other | 20030977 |
| 2026-01-13 | WSMMerrill Lynch Investment Account #025 Williams-Sonoma, Inc. Common Stock (WSM) | Purchase | Self | $1K - $15K | Other | 20030977 |
| 2026-01-13 | HCNMerrill Lynch Investment Account #025 Welltower Inc. (HCN) | Purchase | Self | $1K - $15K | Semis | 20030977 |
| 2026-01-13 | WFCMerrill Lynch Investment Account #025 Wells Fargo & Company Common Stock (WFC) | Purchase | Self | $1K - $15K | Other | 20030977 |
| 2026-01-13 | WATWaters Corporation Common Stock (WAT) | Purchase | Self | $1K - $15K | Other | 20030977 |
| 2026-01-13 | WATMerrill Lynch Investment Account #025 Waters Corporation Common Stock (WAT) | Sale | Self | $1K - $15K | Other | 20030977 |
| 2026-01-13 | WATMerrill Lynch Investment Account #025 Waters Corporation Common Stock (WAT) | Purchase | Self | $1K - $15K | Other | 20030977 |
| 2026-01-13 | WBDMerrill Lynch Investment Account #025 Warner Bros. Discovery, Inc. - Series A Common Stock (WBD) | Sale (Partial) | Self | $1K - $15K | Other | 20030977 |
| 2026-01-13 | WBDMerrill Lynch Investment Account #025 Warner Bros. Discovery, Inc. - Series A Common Stock (WBD) | Purchase | Self | $1K - $15K | Other | 20030977 |
| 2026-01-13 | WBDMerrill Lynch Investment Account #025 Warner Bros. Discovery, Inc. - Series A Common Stock (WBD) | Sale | Self | $1K - $15K | Other | 20030977 |
| 2026-01-13 | DISCorporate Bond Walt Disney Company (DIS) | Purchase | Self | $1K - $15K | Other | 20030977 |
| 2026-01-13 | Merrill Lynch Investment Account #025 Walmart Inc.Merrill Lynch Investment Account #025 Walmart Inc. | Purchase | Self | $1K - $15K | Other | 20030977 |
| 2026-01-13 | VMerrill Lynch Investment Account #025 Visa Inc. (V) | Purchase | Self | $1K - $15K | Other | 20030977 |
| 2026-01-13 | VCorporate Bond Visa Inc. (V) | Purchase | Self | $1K - $15K | Other | 20030977 |
| 2026-01-13 | Merrill Lynch Investment Account #025 Visa Inc.Merrill Lynch Investment Account #025 Visa Inc. | Purchase | Self | $1K - $15K | Other | 20030977 |
| 2026-01-13 | VRTXMerrill Lynch Investment Account #025 Vertex Pharmaceuticals Incorporated - Common Stock (VRTX) | Purchase | Self | $1K - $15K | Semis | 20030977 |
| 2026-01-13 | Merrill Lynch Investment Account #025 US Treasury Note 8/15/2034Merrill Lynch Investment Account #025 US Treasury Note 8/15/2034 | Purchase | Self | $1K - $15K | Other | 20030977 |
| 2026-01-13 | Merrill Lynch Investment Account #025 US Treasury Note 8/15/2034Merrill Lynch Investment Account #025 US Treasury Note 8/15/2034 | Purchase | Self | $1K - $15K | Other | 20030977 |
| 2026-01-13 | Merrill Lynch Investment Account #025 US Treasury Note 8/15/2031Merrill Lynch Investment Account #025 US Treasury Note 8/15/2031 | Purchase | Self | $1K - $15K | Other | 20030977 |
| 2026-01-13 | Merrill Lynch Investment Account #025 US Treasury Note 8/15/2028Merrill Lynch Investment Account #025 US Treasury Note 8/15/2028 | Purchase | Self | $1K - $15K | Other | 20030977 |
| 2026-01-13 | Merrill Lynch Investment Account #025 US Treasury Note 5/31/2026Merrill Lynch Investment Account #025 US Treasury Note 5/31/2026 | Purchase | Self | $15K - $50K | Other | 20030977 |
| 2026-01-13 | Merrill Lynch Investment Account #025 US Treasury Note 5/15/2050Merrill Lynch Investment Account #025 US Treasury Note 5/15/2050 | Purchase | Self | $1K - $15K | Other | 20030977 |
| 2026-01-13 | Merrill Lynch Investment Account #025 US Treasury Note 4/30/2025Merrill Lynch Investment Account #025 US Treasury Note 4/30/2025 | Sale (Partial) | Self | $1K - $15K | Other | 20030977 |
| 2026-01-13 | US Treasury Note 4/30/2025US Treasury Note 4/30/2025 | Purchase | Self | $1K - $15K | Other | 20030977 |
| 2026-01-13 | Merrill Lynch Investment Account #025 US Treasury Note 4/30/2025Merrill Lynch Investment Account #025 US Treasury Note 4/30/2025 | Purchase | Self | $1K - $15K | Other | 20030977 |
| 2026-01-13 | Merrill Lynch Investment Account #025 US Treasury Note 3/31/2025Merrill Lynch Investment Account #025 US Treasury Note 3/31/2025 | Purchase | Self | $1K - $15K | Other | 20030977 |
| 2026-01-13 | Merrill Lynch Investment Account #025 US Treasury Note 11/15/2032Merrill Lynch Investment Account #025 US Treasury Note 11/15/2032 | Purchase | Self | $1K - $15K | Other | 20030977 |
| 2026-01-13 | Merrill Lynch Investment Account #025 US Treasury Note 10/31/2029Merrill Lynch Investment Account #025 US Treasury Note 10/31/2029 | Purchase | Self | $1K - $15K | Other | 20030977 |
| 2026-01-13 | Merrill Lynch Investment Account #025 US Treasury Note 10/31/2026Merrill Lynch Investment Account #025 US Treasury Note 10/31/2026 | Purchase | Self | $1K - $15K | Other | 20030977 |
| 2026-01-13 | Merrill Lynch Investment Account #025 US Treasury Note 10/31/2026Merrill Lynch Investment Account #025 US Treasury Note 10/31/2026 | Sale | Self | $1K - $15K | Other | 20030977 |
| 2026-01-13 | Merrill Lynch Investment Account #025 US Treasury Note 1/31/2029Merrill Lynch Investment Account #025 US Treasury Note 1/31/2029 | Purchase | Self | $1K - $15K | Other | 20030977 |
| 2026-01-13 | Merrill Lynch Investment Account #025 US Treasury Bond 8/15/2048Merrill Lynch Investment Account #025 US Treasury Bond 8/15/2048 | Purchase | Self | $1K - $15K | Other | 20030977 |
| 2026-01-13 | Merrill Lynch Investment Account #025 US Treasury Bond 8/15/2041Merrill Lynch Investment Account #025 US Treasury Bond 8/15/2041 | Purchase | Self | $1K - $15K | Other | 20030977 |
| 2026-01-13 | UHSUniversal Health Services, Inc. Common Stock (UHS) | Purchase | Self | $1K - $15K | Other | 20030977 |
| 2026-01-13 | UHIDMerrill Lynch Investment Account #025 Universal Health Services, Inc. (UHID) | Sale | Self | $1K - $15K | Other | 20030977 |
| 2026-01-13 | UNHMerrill Lynch Investment Account #025 UnitedHealth Group Incorporated Common Stock (UNH) | Purchase | Self | $1K - $15K | Other | 20030977 |
| 2026-01-13 | UNHMerrill Lynch Investment Account #025 UnitedHealth Group Incorporated Common Stock (UNH) | Purchase | Self | $1K - $15K | Other | 20030977 |
| 2026-01-13 | UNHMerrill Lynch Investment Account #025 UnitedHealth Group Incorporated Common Stock (UNH) | Sale | Self | $1K - $15K | Other | 20030977 |
| 2026-01-13 | URIMerrill Lynch Investment Account #025 United Rentals, Inc. Common Stock (URI) | Purchase | Self | $1K - $15K | Other | 20030977 |
| 2026-01-13 | TWMerrill Lynch Investment Account #025 Tradeweb Markets Inc. - Class A Common Stock (TW) | Sale | Self | $1K - $15K | Other | 20030977 |
| 2026-01-13 | TWMerrill Lynch Investment Account #025 Tradeweb Markets Inc. - Class A Common Stock (TW) | Purchase | Self | $1K - $15K | Other | 20030977 |
| 2026-01-13 | TMOMerrill Lynch Investment Account #025 Thermo Fisher Scientific Inc Common Stock (TMO) | Purchase | Self | $1K - $15K | Other | 20030977 |
| 2026-01-13 | TMOThermo Fisher Scientific Inc Common Stock (TMO) | Sale | Self | $1K - $15K | Other | 20030977 |
| 2026-01-13 | TMOCorporate Bond Thermo Fisher Scientific Inc Common Stock (TMO) | Purchase | Self | $1K - $15K | Other | 20030977 |
| 2026-01-13 | Merrill Lynch Investment Account #025 The Walt Disney CompanyMerrill Lynch Investment Account #025 The Walt Disney Company | Purchase | Self | $1K - $15K | Other | 20030977 |
| 2026-01-13 | KHCMerrill Lynch Investment Account #025 The Kraft Heinz Company - Common Stock (KHC) | Sale | Self | $1K - $15K | Other | 20030977 |
| 2026-01-13 | KHCMerrill Lynch Investment Account #025 The Kraft Heinz Company - Common Stock (KHC) | Purchase | Self | $1K - $15K | Other | 20030977 |
| 2026-01-13 | CIMerrill Lynch Investment Account #025 The Cigna Group Common Stock (CI) | Purchase | Self | $1K - $15K | Other | 20030977 |
| 2026-01-13 | CIMerrill Lynch Investment Account #025 The Cigna Group Common Stock (CI) | Sale | Self | $1K - $15K | Other | 20030977 |
| 2026-01-13 | BKMerrill Lynch Investment Account #025 The Bank of New York Mellon Corporation Common Stock (BK) | Sale | Self | $1K - $15K | Other | 20030977 |
| 2026-01-13 | BKMerrill Lynch Investment Account #025 The Bank of New York Mellon Corporation Common Stock (BK) | Purchase | Self | $1K - $15K | Other | 20030977 |
| 2026-01-13 | TPRTapestry, Inc. Common Stock (TPR) | Sale (Partial) | Self | $1K - $15K | Other | 20030977 |
| 2026-01-13 | TPRMerrill Lynch Investment Account #025 Tapestry, Inc. Common Stock (TPR) | Sale | Self | $1K - $15K | Other | 20030977 |
| 2026-01-13 | TPRMerrill Lynch Investment Account #025 Tapestry, Inc. Common Stock (TPR) | Purchase | Self | $1K - $15K | Other | 20030977 |
| 2026-01-13 | TTWOMerrill Lynch Investment Account #025 Take-Two Interactive Software, Inc. - Common Stock (TTWO) | Purchase | Self | $1K - $15K | Software | 20030977 |
| 2026-01-13 | TTWOMerrill Lynch Investment Account #025 Take-Two Interactive Software, Inc. - Common Stock (TTWO) | Purchase | Self | $1K - $15K | Software | 20030977 |
| 2026-01-13 | TSMMerrill Lynch Investment Account #025 Taiwan Semiconductor Manufacturing Company Ltd. (TSM) | Purchase | Self | $15K - $50K | Semis | 20030977 |
| 2026-01-13 | TSMMerrill Lynch Investment Account #025 Taiwan Semiconductor Manufacturing Company Ltd. (TSM) | Sale (Partial) | Self | $1K - $15K | Semis | 20030977 |
| 2026-01-13 | TSMMerrill Lynch Investment Account #025 Taiwan Semiconductor Manufacturing Company Ltd. (TSM) | Sale (Partial) | Self | $1K - $15K | Semis | 20030977 |
| 2026-01-13 | SYFMerrill Lynch Investment Account #025 Synchrony Financial Common Stock (SYF) | Purchase | Self | $1K - $15K | Other | 20030977 |
| 2026-01-13 | SYKMerrill Lynch Investment Account #025 Stryker Corporation Common Stock (SYK) | Purchase | Self | $1K - $15K | Other | 20030977 |
| 2026-01-13 | SYKMerrill Lynch Investment Account #025 Stryker Corporation Common Stock (SYK) | Sale | Self | $1K - $15K | Other | 20030977 |
| 2026-01-13 | SFMerrill Lynch Investment Account #025 Stifel Financial Corporation Common Stock (SF) | Purchase | Self | $1K - $15K | Other | 20030977 |
| 2026-01-13 | STTMerrill Lynch Investment Account #025 State Street Corporation Common Stock (STT) | Sale (Partial) | Self | $1K - $15K | Other | 20030977 |
| 2026-01-13 | STTMerrill Lynch Investment Account #025 State Street Corporation Common Stock (STT) | Purchase | Self | $1K - $15K | Other | 20030977 |
| 2026-01-13 | SLBMerrill Lynch Investment Account #025 Schlumberger N.V. Common Stock (SLB) | Purchase | Self | $1K - $15K | Other | 20030977 |
| 2026-01-13 | SLBMerrill Lynch Investment Account #025 Schlumberger N.V. Common Stock (SLB) | Sale | Self | $1K - $15K | Other | 20030977 |
| 2026-01-13 | CRMMerrill Lynch Investment Account #025 Salesforce, Inc. Common Stock (CRM) | Sale | Self | $1K - $15K | Software | 20030977 |
| 2026-01-13 | CRMMerrill Lynch Investment Account #025 Salesforce, Inc. Common Stock (CRM) | Sale | Self | $1K - $15K | Software | 20030977 |
| 2026-01-13 | CRMMerrill Lynch Investment Account #025 Salesforce, Inc. Common Stock (CRM) | Sale (Partial) | Self | $1K - $15K | Software | 20030977 |
| 2026-01-13 | CRMMerrill Lynch Investment Account #025 Salesforce, Inc. Common Stock (CRM) | Purchase | Self | $1K - $15K | Software | 20030977 |
| 2026-01-13 | CRMMerrill Lynch Investment Account #025 Salesforce, Inc. Common Stock (CRM) | Purchase | Self | $1K - $15K | Software | 20030977 |
| 2026-01-13 | SAIAMerrill Lynch Investment Account #025 Saia, Inc. - Common Stock (SAIA) | Purchase | Self | $1K - $15K | Other | 20030977 |
| 2026-01-13 | RBLXMerrill Lynch Investment Account #025 Roblox Corporation Class A Common Stock (RBLX) | Purchase | Self | $1K - $15K | Other | 20030977 |
| 2026-01-13 | RBLXMerrill Lynch Investment Account #025 Roblox Corporation Class A Common Stock (RBLX) | Sale | Self | $1K - $15K | Other | 20030977 |
| 2026-01-13 | RELXMerrill Lynch Investment Account #025 RELX PLC PLC American Depositary Shares (RELX) | Purchase | Self | $1K - $15K | Other | 20030977 |
| 2026-01-13 | DGXMerrill Lynch Investment Account #025 Quest Diagnostics Incorporated Common Stock (DGX) | Sale | Self | $1K - $15K | Other | 20030977 |
| 2026-01-13 | DGXMerrill Lynch Investment Account #025 Quest Diagnostics Incorporated Common Stock (DGX) | Purchase | Self | $1K - $15K | Other | 20030977 |
| 2026-01-13 | PVHMerrill Lynch Investment Account #025 PVH Corp. Common Stock (PVH) | Sale | Self | $1K - $15K | Other | 20030977 |
| 2026-01-13 | PVHMerrill Lynch Investment Account #025 PVH Corp. Common Stock (PVH) | Purchase | Self | $1K - $15K | Other | 20030977 |
| 2026-01-13 | PEGMerrill Lynch Investment Account #025 Public Service Enterprise Group Incorporated Common Stock (PEG) | Purchase | Self | $1K - $15K | Other | 20030977 |
| 2026-01-13 | PGMerrill Lynch Investment Account #025 Procter & Gamble Company (PG) | Purchase | Self | $1K - $15K | Other | 20030977 |
| 2026-01-13 | PNCMerrill Lynch Investment Account #025 PNC Financial Services Group, Inc. (PNC) | Purchase | Self | $1K - $15K | Other | 20030977 |
| 2026-01-13 | PINSMerrill Lynch Investment Account #025 Pinterest, Inc. Class A Common Stock (PINS) | Sale | Self | $1K - $15K | Other | 20030977 |
| 2026-01-13 | PINSMerrill Lynch Investment Account #025 Pinterest, Inc. Class A Common Stock (PINS) | Purchase | Self | $1K - $15K | Other | 20030977 |
| 2026-01-13 | PMMerrill Lynch Investment Account #025 Philip Morris International Inc Common Stock (PM) | Purchase | Self | $1K - $15K | Other | 20030977 |
| 2026-01-13 | PFECorporate Bond Pfizer, Inc. Common Stock (PFE) | Purchase | Self | $1K - $15K | Other | 20030977 |
| 2026-01-13 | Merrill Lynch Investment Account #025 Pepsico Inc.Merrill Lynch Investment Account #025 Pepsico Inc. | Purchase | Self | $1K - $15K | Other | 20030977 |
| 2026-01-13 | PHMerrill Lynch Investment Account #025 Parker-Hannifin Corporation Common Stock (PH) | Purchase | Self | $1K - $15K | Other | 20030977 |
| 2026-01-13 | NVDAMerrill Lynch Investment Account #025 NVIDIA Corporation - Common Stock (NVDA) | Sale (Partial) | Self | $1K - $15K | Semis | 20030977 |
| 2026-01-13 | NVDAMerrill Lynch Investment Account #025 NVIDIA Corporation - Common Stock (NVDA) | Purchase | Self | $1K - $15K | Semis | 20030977 |
| 2026-01-13 | NUEMerrill Lynch Investment Account #025 Nucor Corporation Common Stock (NUE) | Purchase | Self | $1K - $15K | Other | 20030977 |
| 2026-01-13 | NEEMerrill Lynch Investment Account #025 NextEra Energy, Inc. Common Stock (NEE) | Purchase | Self | $1K - $15K | Power | 20030977 |
| 2026-01-13 | NEEMerrill Lynch Investment Account #025 NextEra Energy, Inc. Common Stock (NEE) | Purchase | Self | $1K - $15K | Power | 20030977 |
| 2026-01-13 | NEEMerrill Lynch Investment Account #025 NextEra Energy, Inc. Common Stock (NEE) | Sale | Self | $1K - $15K | Power | 20030977 |
| 2026-01-13 | MSFTMerrill Lynch Investment Account #025 Microsoft Corporation - Common Stock (MSFT) | Purchase | Self | $1K - $15K | Software | 20030977 |
| 2026-01-13 | MSFTMerrill Lynch Investment Account #025 Microsoft Corporation - Common Stock (MSFT) | Purchase | Self | $1K - $15K | Software | 20030977 |
| 2026-01-13 | MSFTMerrill Lynch Investment Account #025 Microsoft Corporation - Common Stock (MSFT) | Sale (Partial) | Self | $1K - $15K | Software | 20030977 |
| 2026-01-13 | MSFTCorporate Bond Microsoft Corporation - Common Stock (MSFT) | Purchase | Self | $1K - $15K | Software | 20030977 |
| 2026-01-13 | Merrill Lynch Investment Account #025 Microsoft CorpMerrill Lynch Investment Account #025 Microsoft Corp | Purchase | Self | $1K - $15K | Software | 20030977 |
| 2026-01-13 | MUMerrill Lynch Investment Account #025 Micron Technology, Inc. - Common Stock (MU) | Purchase | Self | $1K - $15K | Semis | 20030977 |
| 2026-01-13 | MUMerrill Lynch Investment Account #025 Micron Technology, Inc. - Common Stock (MU) | Purchase | Self | $1K - $15K | Semis | 20030977 |
| 2026-01-13 | MUMerrill Lynch Investment Account #025 Micron Technology, Inc. - Common Stock (MU) | Sale (Partial) | Self | $1K - $15K | Semis | 20030977 |
| 2026-01-13 | MUMerrill Lynch Investment Account #025 Micron Technology, Inc. - Common Stock (MU) | Sale (Partial) | Self | $1K - $15K | Semis | 20030977 |
| 2026-01-13 | MTDMerrill Lynch Investment Account #025 Mettler-Toledo International, Inc. Common Stock (MTD) | Sale | Self | $1K - $15K | Other | 20030977 |
| 2026-01-13 | MTDMerrill Lynch Investment Account #025 Mettler-Toledo International, Inc. Common Stock (MTD) | Purchase | Self | $1K - $15K | Other | 20030977 |
| 2026-01-13 | MTDMerrill Lynch Investment Account #025 Mettler-Toledo International, Inc. Common Stock (MTD) | Purchase | Self | $1K - $15K | Other | 20030977 |
| 2026-01-13 | METAMerrill Lynch Investment Account #025 Meta Platforms, Inc. - Class A Common Stock (META) | Purchase | Self | $1K - $15K | Consumer | 20030977 |
| 2026-01-13 | METAMerrill Lynch Investment Account #025 Meta Platforms, Inc. - Class A Common Stock (META) | Sale | Self | $1K - $15K | Consumer | 20030977 |
| 2026-01-13 | METAMerrill Lynch Investment Account #025 Meta Platforms, Inc. - Class A Common Stock (META) | Sale (Partial) | Self | $1K - $15K | Consumer | 20030977 |
| 2026-01-13 | METAMerrill Lynch Investment Account #025 Meta Platforms, Inc. - Class A Common Stock (META) | Purchase | Self | $1K - $15K | Consumer | 20030977 |
| 2026-01-13 | MCKMerrill Lynch Investment Account #025 McKesson Corporation Common Stock (MCK) | Purchase | Self | $1K - $15K | Other | 20030977 |
| 2026-01-13 | MKCMerrill Lynch Investment Account #025 McCormick & Company, Incorporated Common Stock (MKC) | Purchase | Self | $1K - $15K | Other | 20030977 |
| 2026-01-13 | LOWMerrill Lynch Investment Account #025 Lowe's Companies, Inc. Common Stock (LOW) | Purchase | Self | $1K - $15K | Other | 20030977 |
| 2026-01-13 | LOWMerrill Lynch Investment Account #025 Lowe's Companies, Inc. Common Stock (LOW) | Purchase | Self | $1K - $15K | Other | 20030977 |
| 2026-01-13 | LVSMerrill Lynch Investment Account #025 Las Vegas Sands Corp. Common Stock (LVS) | Sale | Self | $1K - $15K | Power | 20030977 |
| 2026-01-13 | LVSMerrill Lynch Investment Account #025 Las Vegas Sands Corp. Common Stock (LVS) | Purchase | Self | $1K - $15K | Power | 20030977 |
| 2026-01-13 | KVUEMerrill Lynch Investment Account #025 Kenvue Inc. Common Stock (KVUE) | Sale | Self | $1K - $15K | Other | 20030977 |
| 2026-01-13 | KVUECorporate Bond Kenvue Inc. Common Stock (KVUE) | Purchase | Self | $1K - $15K | Other | 20030977 |
| 2026-01-13 | Merrill Lynch Investment Account #025 JPMorgan Chase & CoMerrill Lynch Investment Account #025 JPMorgan Chase & Co | Purchase | Self | $1K - $15K | Other | 20030977 |
| 2026-01-13 | JPMMerrill Lynch Investment Account #025 JP Morgan Chase & Co. Common Stock (JPM) | Purchase | Self | $1K - $15K | Other | 20030977 |
| 2026-01-13 | JCIMerrill Lynch Investment Account #025 Johnson Controls International plc Ordinary Share (JCI) | Purchase | Self | $1K - $15K | Other | 20030977 |
| 2026-01-13 | JCIMerrill Lynch Investment Account #025 Johnson Controls International plc Ordinary Share (JCI) | Sale (Partial) | Self | $1K - $15K | Other | 20030977 |
| 2026-01-13 | JCIMerrill Lynch Investment Account #025 Johnson Controls International plc Ordinary Share (JCI) | Sale | Self | $1K - $15K | Other | 20030977 |
| 2026-01-13 | INTUMerrill Lynch Investment Account #025 Intuit Inc. - Common Stock (INTU) | Purchase | Self | $1K - $15K | Other | 20030977 |
| 2026-01-13 | IBMMerrill Lynch Investment Account #025 International Business Machines Corporation Common Stock (IBM) | Purchase | Self | $1K - $15K | Other | 20030977 |
| 2026-01-13 | ICEMerrill Lynch Investment Account #025 Intercontinental Exchange Inc. Common Stock (ICE) | Purchase | Self | $1K - $15K | Other | 20030977 |
| 2026-01-13 | INTCMerrill Lynch Investment Account #025 Intel Corporation - Common Stock (INTC) | Purchase | Self | $1K - $15K | Semis | 20030977 |
| 2026-01-13 | IRMerrill Lynch Investment Account #025 Ingersoll Rand Inc. Common Stock (IR) | Sale | Self | $1K - $15K | Other | 20030977 |
| 2026-01-13 | IRMerrill Lynch Investment Account #025 Ingersoll Rand Inc. Common Stock (IR) | Purchase | Self | $1K - $15K | Other | 20030977 |
| 2026-01-13 | ICONMerrill Lynch Investment Account #025 Icon Energy Corp. - Common stock (ICON) | Purchase | Self | $1K - $15K | Power | 20030977 |
| 2026-01-13 | HUMMerrill Lynch Investment Account #025 Humana Inc. Common Stock (HUM) | Purchase | Self | $1K - $15K | Other | 20030977 |
| 2026-01-13 | DINOMerrill Lynch Investment Account #025 HF Sinclair Corporation Common Stock (DINO) | Sale (Partial) | Self | $1K - $15K | Other | 20030977 |
| 2026-01-13 | DINOMerrill Lynch Investment Account #025 HF Sinclair Corporation Common Stock (DINO) | Purchase | Self | $1K - $15K | Other | 20030977 |
| 2026-01-13 | HPEMerrill Lynch Investment Account #025 Hewlett Packard Enterprise Company Common Stock (HPE) | Purchase | Self | $1K - $15K | Other | 20030977 |
| 2026-01-13 | HPEMerrill Lynch Investment Account #025 Hewlett Packard Enterprise Company Common Stock (HPE) | Sale | Self | $1K - $15K | Other | 20030977 |
| 2026-01-13 | GSMerrill Lynch Investment Account #025 Goldman Sachs Group, Inc. (GS) | Purchase | Self | $1K - $15K | Other | 20030977 |
| 2026-01-13 | GSMerrill Lynch Investment Account #025 Goldman Sachs Group, Inc. (GS) | Sale | Self | $1K - $15K | Other | 20030977 |
| 2026-01-13 | GLOBMerrill Lynch Investment Account #025 Globant S.A. Common Shares (GLOB) | Purchase | Self | $1K - $15K | Other | 20030977 |
| 2026-01-13 | GLOBMerrill Lynch Investment Account #025 Globant S.A. Common Shares (GLOB) | Purchase | Self | $1K - $15K | Other | 20030977 |
| 2026-01-13 | GLOBMerrill Lynch Investment Account #025 Globant S.A. Common Shares (GLOB) | Sale | Self | $1K - $15K | Other | 20030977 |
| 2026-01-13 | GTESMerrill Lynch Investment Account #025 Gates Industrial Corporation plc Ordinary Shares (GTES) | Purchase | Self | $1K - $15K | Other | 20030977 |
| 2026-01-13 | EXRMerrill Lynch Investment Account #025 Extra Space Storage Inc Common Stock (EXR) | Sale | Self | $1K - $15K | Other | 20030977 |
| 2026-01-13 | EXRMerrill Lynch Investment Account #025 Extra Space Storage Inc Common Stock (EXR) | Purchase | Self | $1K - $15K | Other | 20030977 |
| 2026-01-13 | EXEMerrill Lynch Investment Account #025 Expand Energy Corporation - Common Stock (EXE) | Sale (Partial) | Self | $1K - $15K | Power | 20030977 |
| 2026-01-13 | EXEMerrill Lynch Investment Account #025 Expand Energy Corporation - Common Stock (EXE) | Purchase | Self | $1K - $15K | Power | 20030977 |
| 2026-01-13 | DYMerrill Lynch Investment Account #025 Dycom Industries, Inc. Common Stock (DY) | Purchase | Self | $1K - $15K | Other | 20030977 |
| 2026-01-13 | DUKMerrill Lynch Investment Account #025 Duke Energy Corporation (DUK) | Purchase | Self | $1K - $15K | Power | 20030977 |
| 2026-01-13 | DBXMerrill Lynch Investment Account #025 Dropbox, Inc. - Class A Common Stock (DBX) | Sale | Self | $1K - $15K | Other | 20030977 |
| 2026-01-13 | DBXMerrill Lynch Investment Account #025 Dropbox, Inc. - Class A Common Stock (DBX) | Purchase | Self | $1K - $15K | Other | 20030977 |
| 2026-01-13 | Merrill Lynch Investment Account #025 Dover Corporation Common StockMerrill Lynch Investment Account #025 Dover Corporation Common Stock | Purchase | Self | $1K - $15K | Other | 20030977 |
| 2026-01-13 | DOVMerrill Lynch Investment Account #025 Dover Corporation Common Stock (DOV) | Sale | Self | $1K - $15K | Other | 20030977 |
| 2026-01-13 | DLTRMerrill Lynch Investment Account #025 Dollar Tree, Inc. - Common Stock (DLTR) | Purchase | Self | $1K - $15K | Other | 20030977 |
| 2026-01-13 | DVNMerrill Lynch Investment Account #025 Devon Energy Corporation Common Stock (DVN) | Purchase | Self | $1K - $15K | Power | 20030977 |
| 2026-01-13 | DEMerrill Lynch Investment Account #025 Deere & Company Common Stock (DE) | Sale | Self | $1K - $15K | Other | 20030977 |
| 2026-01-13 | DEMerrill Lynch Investment Account #025 Deere & Company Common Stock (DE) | Purchase | Self | $1K - $15K | Other | 20030977 |
| 2026-01-13 | DHRCorporate Bond Danaher Corporation Common Stock (DHR) | Purchase | Self | $1K - $15K | Other | 20030977 |
| 2026-01-13 | Corporate Bond CVS Health CorpCorporate Bond CVS Health Corp | Purchase | Self | $1K - $15K | Other | 20030977 |
| 2026-01-13 | Merrill Lynch Investment Account #025 CVS Health CorpMerrill Lynch Investment Account #025 CVS Health Corp | Sale | Self | $1K - $15K | Other | 20030977 |
| 2026-01-13 | KOMerrill Lynch Investment Account #025 Coca-Cola Company (KO) | Purchase | Self | $1K - $15K | Other | 20030977 |
| 2026-01-13 | CMerrill Lynch Investment Account #025 Citigroup, Inc. Common Stock (C) | Purchase | Self | $1K - $15K | Other | 20030977 |
| 2026-01-13 | CMerrill Lynch Investment Account #025 Citigroup, Inc. Common Stock (C) | Sale | Self | $1K - $15K | Other | 20030977 |
| 2026-01-13 | CSCOMerrill Lynch Investment Account #025 Cisco Systems, Inc. - Common Stock (CSCO) | Purchase | Self | $1K - $15K | Other | 20030977 |
| 2026-01-13 | CMGMerrill Lynch Investment Account #025 Chipotle Mexican Grill, Inc. Common Stock (CMG) | Sale | Self | $1K - $15K | Other | 20030977 |
| 2026-01-13 | CMGMerrill Lynch Investment Account #025 Chipotle Mexican Grill, Inc. Common Stock (CMG) | Purchase | Self | $1K - $15K | Other | 20030977 |
| 2026-01-13 | CVXMerrill Lynch Investment Account #025 Chevron Corporation Common Stock (CVX) | Purchase | Self | $1K - $15K | Other | 20030977 |
| 2026-01-13 | CFMerrill Lynch Investment Account #025 CF Industries Holdings, Inc. Common Stock (CF) | Purchase | Self | $1K - $15K | Other | 20030977 |
| 2026-01-13 | CFMerrill Lynch Investment Account #025 CF Industries Holdings, Inc. Common Stock (CF) | Sale | Self | $1K - $15K | Other | 20030977 |
| 2026-01-13 | CNCMerrill Lynch Investment Account #025 Centene Corporation Common Stock (CNC) | Sale | Self | $1K - $15K | Other | 20030977 |
| 2026-01-13 | CNCMerrill Lynch Investment Account #025 Centene Corporation Common Stock (CNC) | Purchase | Self | $1K - $15K | Other | 20030977 |
| 2026-01-13 | BXPMerrill Lynch Investment Account #025 BXP, Inc. Common Stock (BXP) | Purchase | Self | $1K - $15K | Other | 20030977 |
| 2026-01-13 | AVGOMerrill Lynch Investment Account #025 Broadcom Inc. - Common Stock (AVGO) | Sale (Partial) | Self | $1K - $15K | Semis | 20030977 |
| 2026-01-13 | AVGOMerrill Lynch Investment Account #025 Broadcom Inc. - Common Stock (AVGO) | Purchase | Self | $1K - $15K | Semis | 20030977 |
| 2026-01-13 | AVGOMerrill Lynch Investment Account #025 Broadcom Inc. - Common Stock (AVGO) | Sale (Partial) | Self | $1K - $15K | Semis | 20030977 |
| 2026-01-13 | BMYMerrill Lynch Investment Account #025 Bristol-Myers Squibb Company Common Stock (BMY) | Sale | Self | $1K - $15K | Other | 20030977 |
| 2026-01-13 | BMYMerrill Lynch Investment Account #025 Bristol-Myers Squibb Company Common Stock (BMY) | Purchase | Self | $1K - $15K | Other | 20030977 |
| 2026-01-13 | BAHMerrill Lynch Investment Account #025 Booz Allen Hamilton Holding Corporation Common Stock (BAH) | Purchase | Self | $1K - $15K | Other | 20030977 |
| 2026-01-13 | BAMerrill Lynch Investment Account #025 Boeing Company (BA) | Purchase | Self | $1K - $15K | Other | 20030977 |
| 2026-01-13 | BACorporate Bond Boeing Company (BA) | Sale (Partial) | Self | $1K - $15K | Other | 20030977 |
| 2026-01-13 | Merrill Lynch Investment Account #025 AT&T Inc.Merrill Lynch Investment Account #025 AT&T Inc. | Purchase | Self | $1K - $15K | Other | 20030977 |
| 2026-01-13 | TMerrill Lynch Investment Account #025 AT&T Inc. (T) | Purchase | Self | $1K - $15K | Other | 20030977 |
| 2026-01-13 | TMerrill Lynch Investment Account #025 AT&T Inc. (T) | Sale (Partial) | Self | $1K - $15K | Other | 20030977 |
| 2026-01-13 | AZNMerrill Lynch Investment Account #025 AstraZeneca PLC - American Depositary Shares (AZN) | Purchase | Self | $1K - $15K | Other | 20030977 |
| 2026-01-13 | AIZMerrill Lynch Investment Account #025 Assurant, Inc. Common Stock (AIZ) | Purchase | Self | $1K - $15K | Other | 20030977 |
| 2026-01-13 | AZPNMerrill Lynch Investment Account #025 Aspen Technology, Inc. - Common Stock (AZPN) | Sale | Self | $1K - $15K | Other | 20030977 |
| 2026-01-13 | AZPNMerrill Lynch Investment Account #025 Aspen Technology, Inc. - Common Stock (AZPN) | Purchase | Self | $1K - $15K | Other | 20030977 |
| 2026-01-13 | AJGArthur J. Gallagher & Co. Common Stock (AJG) | Purchase | Self | $1K - $15K | Other | 20030977 |
| 2026-01-13 | AJGMerrill Lynch Investment Account #025 Arthur J. Gallagher & Co. Common Stock (AJG) | Sale | Self | $1K - $15K | Other | 20030977 |
| 2026-01-13 | AAPLMerrill Lynch Investment Account #025 Apple Inc. - Common Stock (AAPL) | Sale (Partial) | Self | $1K - $15K | Other | 20030977 |
| 2026-01-13 | AAPLMerrill Lynch Investment Account #025 Apple Inc. - Common Stock (AAPL) | Sale (Partial) | Self | $1K - $15K | Other | 20030977 |
| 2026-01-13 | AAPLMerrill Lynch Investment Account #025 Apple Inc. - Common Stock (AAPL) | Purchase | Self | $1K - $15K | Other | 20030977 |
| 2026-01-13 | AAPLCorporate Bond Apple Inc. - Common Stock (AAPL) | Purchase | Self | $15K - $50K | Other | 20030977 |
| 2026-01-13 | Merrill Lynch Investment Account #025 Anheuser Busch InBev FinMerrill Lynch Investment Account #025 Anheuser Busch InBev Fin | Purchase | Self | $1K - $15K | Other | 20030977 |
| 2026-01-13 | AMGNMerrill Lynch Investment Account #025 Amgen Inc. - Common Stock (AMGN) | Sale | Self | $1K - $15K | Other | 20030977 |
| 2026-01-13 | AMGNMerrill Lynch Investment Account #025 Amgen Inc. - Common Stock (AMGN) | Purchase | Self | $1K - $15K | Other | 20030977 |
| 2026-01-13 | AIGAmerican International Group, Inc. New Common Stock (AIG) | Sale (Partial) | Self | $1K - $15K | Other | 20030977 |
| 2026-01-13 | AIGMerrill Lynch Investment Account #025 American International Group, Inc. New Common Stock (AIG) | Purchase | Self | $1K - $15K | Other | 20030977 |
| 2026-01-13 | AFGMerrill Lynch Investment Account #025 American Financial Group, Inc. Common Stock (AFG) | Sale | Self | $1K - $15K | Other | 20030977 |
| 2026-01-13 | AFGMerrill Lynch Investment Account #025 American Financial Group, Inc. Common Stock (AFG) | Purchase | Self | $1K - $15K | Other | 20030977 |
| 2026-01-13 | AMZNMerrill Lynch Investment Account #025 Amazon.com, Inc. - Common Stock (AMZN) | Sale (Partial) | Self | $1K - $15K | Consumer | 20030977 |
| 2026-01-13 | AMZNMerrill Lynch Investment Account #025 Amazon.com, Inc. - Common Stock (AMZN) | Purchase | Self | $1K - $15K | Consumer | 20030977 |
| 2026-01-13 | AMZNMerrill Lynch Investment Account #025 Amazon.com, Inc. - Common Stock (AMZN) | Purchase | Self | $1K - $15K | Consumer | 20030977 |
| 2026-01-13 | GOOGLMerrill Lynch Investment Account #025 Alphabet Inc. - Class A Common Stock (GOOGL) | Purchase | Self | $1K - $15K | Consumer | 20030977 |
| 2026-01-13 | AAMerrill Lynch Investment Account #025 Alcoa Corporation Common Stock (AA) | Purchase | Self | $1K - $15K | Other | 20030977 |
| 2026-01-13 | ACIAlbertsons Companies, Inc. Class A Common Stock (ACI) | Sale | Self | $1K - $15K | Other | 20030977 |
| 2026-01-13 | ACIMerrill Lynch Investment Account #025 Albertsons Companies, Inc. Class A Common Stock (ACI) | Purchase | Self | $1K - $15K | Other | 20030977 |
| 2026-01-13 | AMDMerrill Lynch Investment Account #025 Advanced Micro Devices, Inc. (AMD) | Purchase | Self | $1K - $15K | Semis | 20030977 |
| 2026-01-13 | ADBEMerrill Lynch Investment Account #025 Adobe Inc. - Common Stock (ADBE) | Sale | Self | $1K - $15K | Software | 20030977 |
| 2026-01-13 | ADBEMerrill Lynch Investment Account #025 Adobe Inc. - Common Stock (ADBE) | Purchase | Self | $1K - $15K | Software | 20030977 |
| 2026-01-13 | ACNMerrill Lynch Investment Account #025 Accenture plc Class A Ordinary Shares (ACN) | Purchase | Self | $1K - $15K | Other | 20030977 |
| 2026-01-13 | ACNMerrill Lynch Investment Account #025 Accenture plc Class A Ordinary Shares (ACN) | Purchase | Self | $1K - $15K | Other | 20030977 |
| 2026-01-13 | ACNMerrill Lynch Investment Account #025 Accenture plc Class A Ordinary Shares (ACN) | Sale | Self | $1K - $15K | Other | 20030977 |
| 2026-01-13 | ACNMerrill Lynch Investment Account #025 Accenture plc Class A Ordinary Shares (ACN) | Sale | Self | $1K - $15K | Other | 20030977 |
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How to read it
PTR
Public disclosure
This page uses House Periodic Transaction Reports. It does not include undisclosed holdings, private assets, shorts, or live broker data.
PTR
Household scope
STOCK Act disclosures include self, spouse, dependent child, and joint transactions when reported.
PTR
Return method
The proxy follows disclosed buys and sells after public filing and adjusts for cash flows with a Modified Dietz-style denominator. It is still a disclosure signal, not actual personal performance.
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