Republican · House LA05
Wikipedia biography ↗Years Elected: About 5.6Rank: #8
Federal elected service; earlier service not yet verified.
13.96%
Cumulative estimated return
SPY: 13.01%
Outperformance: 0.95 percentage points
2025-10-24 – 2026-10-26
108.39%
Cumulative estimated return
SPY: 85.52%
Outperformance: 22.87 percentage points
2023-10-26 – 2026-10-26
-9.16%
Cumulative estimated return
SPY: 100.13%
Outperformance: -109.29 percentage points
2022-12-30 – 2026-10-26
As of Oct 26, 2026. 230 parsed trades. Ranks use three-year return.
Returns use correctly parsed individual-stock holdings, purchases and sales, with Tradier prices for unsold positions. Bounded reported amounts use their midpoint; trades reported as “over $5 million” use $5 million. Daily returns exclude cash contributions and holdings-value reconciliations. Sale proceeds remain as cash. Unparsed records and entries without usable amounts or prices are omitted; no missing trades or holdings are invented. Sales can only reduce observed holdings. The dates on each card show the available calculation period, which can be shorter than the requested period. These are estimates of the parsed portion of the portfolio, not verified brokerage returns.
Last reported holdings valued Dec 31, 2025. Original disclosure ↗. These are reported positions, not a live account balance.
| Asset | Owner | Reported value | Purchased | Purchase price | Last close | Current ROI |
|---|---|---|---|---|---|---|
| MMM | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $174.34Oct 30, 2026 | Unavailable |
| ABBV | Not reported | None | Unavailable | Unavailable | $294.89Oct 30, 2026 | Unavailable |
| AMD | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $504.80Oct 30, 2026 | Unavailable |
| AA | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $39.19Oct 30, 2026 | Unavailable |
| GOOGL | Not reported | $15,001 - $50,000 | Unavailable | Unavailable | $279.84Oct 30, 2026 | Unavailable |
| AMZN | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $240.35Oct 30, 2026 | Unavailable |
| AIG | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $81.90Oct 30, 2026 | Unavailable |
| AAPL | Not reported | $15,001 - $50,000 | Unavailable | Unavailable | $344.63Oct 30, 2026 | Unavailable |
| AIZ | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $292.80Oct 30, 2026 | Unavailable |
| AZN | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| T | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $21.41Oct 30, 2026 | Unavailable |
| BA | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $171.55Oct 30, 2026 | Unavailable |
| AVGO | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $326.08Oct 30, 2026 | Unavailable |
| BXP | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $62.80Oct 30, 2026 | Unavailable |
| CVX | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $235.52Oct 30, 2026 | Unavailable |
| CSCO | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $104.51Oct 30, 2026 | Unavailable |
| KO | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| DHR | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $232.23Oct 30, 2026 | Unavailable |
| DVN | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $52.15Oct 30, 2026 | Unavailable |
| DLTR | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $133.87Oct 30, 2026 | Unavailable |
| DUK | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| DY | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $227.70Oct 30, 2026 | Unavailable |
| EXE | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $90.55Oct 30, 2026 | Unavailable |
| GTES | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| GS | Not reported | None | Unavailable | Unavailable | $894.55Oct 30, 2026 | Unavailable |
| DINO | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $115.00Oct 30, 2026 | Unavailable |
| HUM | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $414.50Oct 30, 2026 | Unavailable |
| ICLR | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| INTC | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $65.76Oct 30, 2026 | Unavailable |
| ICE | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $168.85Oct 30, 2026 | Unavailable |
| IBM | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| INTU | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $341.09Oct 30, 2026 | Unavailable |
| JCI | Not reported | None | Unavailable | Unavailable | Unavailable | Unavailable |
| JPM | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $337.04Oct 30, 2026 | Unavailable |
| LOW | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $209.07Oct 30, 2026 | Unavailable |
| MKC | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $47.29Oct 30, 2026 | Unavailable |
| MCK | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $994.58Oct 30, 2026 | Unavailable |
| META | Not reported | None | Unavailable | Unavailable | $614.99Oct 30, 2026 | Unavailable |
| MU | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $884.74Oct 30, 2026 | Unavailable |
| MSFT | Not reported | $15,001 - $50,000 | Unavailable | Unavailable | $521.91Oct 30, 2026 | Unavailable |
| NUE | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $273.87Oct 30, 2026 | Unavailable |
| NVDA | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $204.64Oct 30, 2026 | Unavailable |
| PH | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $899.82Oct 30, 2026 | Unavailable |
| PFE | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $30.52Oct 30, 2026 | Unavailable |
| PM | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $208.79Oct 30, 2026 | Unavailable |
| PNC | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $227.86Oct 30, 2026 | Unavailable |
| PG | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| PEG | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| RELX | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| SAIA | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $344.61Oct 30, 2026 | Unavailable |
ROI is the price change from the latest matched, unsold purchase to the last stored close, as on the ticker page. Purchase prices are that day’s closing prices. Missing acquisition or price evidence is unavailable; dividends are excluded.
| Asset | Owner | Estimated units | Estimated value |
|---|---|---|---|
| Merrill Lynch Investment Account #025 ⇒ Alcoa Corporation Common Stock (AA) [ST] | not_reported | 150.5551373729770417764395935 | 5811.43 |
| Apple Inc. - Common Stock (AAPL) [ST] | not_reported | 149.1790488137670927135937182 | 51304.17 |
| Abbott Laboratories Common Stock (ABT) [ST] | not_reported | 5.20250336868919714321339607 | 545.64 |
| Merrill Lynch Investment Account #025 ⇒ American International Group, Inc. New Common Stock (AIG) [ST] | not_reported | 93.51841028638223261250730567 | 7587.15 |
| Merrill Lynch Investment Account #025 ⇒ Assurant, Inc. Common Stock (AIZ) [ST] | not_reported | 33.21777039651235208636080548 | 9538.48 |
| Arthur J. Gallagher & Co. Common Stock (AJG) [ST] | not_reported | 0.43986640015279515031174041 | 117.35 |
| Advanced Micro Devices, Inc. (AMD) [ST] | not_reported | 69.84428470311602717323945057 | 37106.87 |
| Merrill Lynch Investment Account #025 ⇒ Amazon.com, Inc. - Common Stock (AMZN) [ST] | not_reported | 34.66120786760246079195910233 | 8633.76 |
| Boeing Company (BA) [ST] | not_reported | 71.18224941173241144266558097 | 13404.33 |
| Booz Allen Hamilton Holding Corporation Common Stock (BAH) [ST] | not_reported | 49.00465515129241700355261546 | 4085.03 |
| The Cigna Group Common Stock (CI) [ST] | not_reported | 5.23719670681706595177998863 | 1601.43 |
| Cummins Inc. Common Stock (CMI) [ST] | not_reported | 13.21021085481234417053316381 | 6897.45 |
| Cisco Systems, Inc. - Common Stock (CSCO) [ST] | not_reported | 203.0746812401991390697089775 | 22386.95 |
| Merrill Lynch Investment Account #025 ⇒ Chevron Corporation Common Stock (CVX) [ST] | not_reported | 52.49327471950659405550816876 | 12178.96 |
| Merrill Lynch Investment Account #025 ⇒ Danaher Corporation Common Stock (DHR) [ST] | not_reported | 34.94889044207583435261226629 | 8142.04 |
| HF Sinclair Corporation Common Stock (DINO) [ST] | not_reported | 16.3794303590146750524109015 | 2051.52 |
| Merrill Lynch Investment Account #025 ⇒ Walt Disney Company (DIS) [ST] | not_reported | 70.32170167882570097565263250 | 7763.52 |
| Merrill Lynch Investment Account #025 ⇒ Dollar Tree, Inc. - Common Stock (DLTR) [ST] | not_reported | 65.03942768880578814730509715 | 8124.73 |
| Leonardo DRS, Inc. - Common Stock (DRS) [ST] | not_reported | 197.7873918417799752781211372 | 7088.70 |
| Merrill Lynch Investment Account #025 ⇒ Devon Energy Corporation Common Stock (DVN) [ST] | not_reported | 218.4138684138684138684138684 | 11278.89 |
| Merrill Lynch Investment Account #025 ⇒ Dycom Industries, Inc. Common Stock (DY) [ST] | not_reported | 23.67712340929269014501331755 | 5410.93 |
| Extra Space Storage Inc Common Stock (EXR) [ST] | not_reported | 55.42815574338367742829430511 | 7946.73 |
| Merrill Lynch Investment Account ⇒ First Horizon Corporation (FHN) [ST] | not_reported | 20.42857142857142857142857143 | 478.64 |
| Globant S.A. Common Shares (GLOB) [ST] | not_reported | 32.1657535210509105283825338 | 1447.46 |
| Merrill Lynch Investment Account #025 ⇒ Alphabet Inc. - Class A Common Stock (GOOGL) [ST] | not_reported | 103.8354632587859424920127796 | 32895.07 |
| Merrill Lynch Investment Account #025 ⇒ Gates Industrial Corporation plc Ordinary Shares (GTES) [ST] | not_reported | 372.6362366092221704704238472 | 9494.77 |
| Merrill Lynch Investment Account #025 ⇒ Intel Corporation - Common Stock (INTC) [ST] | not_reported | 216.8157181571815718157181572 | 19615.32 |
| Ingersoll Rand Inc. Common Stock (IR) [ST] | not_reported | 3.14922851080499715502899890 | 234.68 |
| Merrill Lynch Investment Account #025 ⇒ JP Morgan Chase & Co. Common Stock (JPM) [ST] | not_reported | 24.82930916764943206504872447 | 8293.98 |
| Merrill Lynch Investment Account #025 ⇒ Lowe's Companies, Inc. Common Stock (LOW) [ST] | not_reported | 33.17507049261900812738430917 | 6575.96 |
| Merrill Lynch Investment Account #025 ⇒ McKesson Corporation Common Stock (MCK) [ST] | not_reported | 9.753257994124029306708603055 | 9683.72 |
| Meta Platforms, Inc. - Class A Common Stock (META) [ST] | not_reported | 12.31206044843877441098167157 | 7763.49 |
| Microsoft Corporation - Common Stock (MSFT) [ST] | not_reported | 48.30537359173873410156981757 | 25727.44 |
| Mettler-Toledo International, Inc. Common Stock (MTD) [ST] | not_reported | 7.075911053587462934253782575 | 11814.08 |
| Merrill Lynch Investment Account #025 ⇒ Micron Technology, Inc. - Common Stock (MU) [ST] | not_reported | 28.03160365789565887670368943 | 25332.16 |
| Merrill Lynch Investment Account #025 ⇒ Nucor Corporation Common Stock (NUE) [ST] | not_reported | 49.04972104714609772546134510 | 12622.95 |
| Merrill Lynch Investment Account #025 ⇒ NVIDIA Corporation - Common Stock (NVDA) [ST] | not_reported | 42.89812332439678284182305630 | 9265.99 |
| Pepsico, Inc. (PEP) [ST] | not_reported | 47.75562585805527368232555363 | 6468.98 |
| Merrill Lynch Investment Account #025 ⇒ Pfizer, Inc. Common Stock (PFE) [ST] | not_reported | 321.3052208835341365461847390 | 9571.68 |
| Merrill Lynch Investment Account #025 ⇒ Parker-Hannifin Corporation Common Stock (PH) [ST] | not_reported | 9.102234458905979794302357331 | 8232.33 |
| Philip Morris International Inc Common Stock (PM) [ST] | not_reported | 5.91963771888958921377873996 | 1195.00 |
| Merrill Lynch Investment Account #025 ⇒ PNC Financial Services Group, Inc. (PNC) [ST] | not_reported | 38.32942078282949264600201217 | 8656.32 |
| Regeneron Pharmaceuticals, Inc. - Common Stock (REGN) [ST] | not_reported | 10.20927710074650673132138072 | 8245.73 |
| Merrill Lynch Investment Account #025 ⇒ Saia, Inc. - Common Stock (SAIA) [ST] | not_reported | 24.50232757564620850177630773 | 8009.08 |
| Merrill Lynch Investment Account #025 ⇒ Stifel Financial Corporation Common Stock (SF) [ST] | not_reported | 56.06255255535829765893848562 | 3729.28 |
| Schlumberger N.V. Common Stock (SLB) [ST] | not_reported | 16.0285328993339153990032534 | 850.79 |
| Merrill Lynch Investment Account #025 ⇒ State Street Corporation Common Stock (STT) [ST] | not_reported | 62.01457251375862336253003643 | 10538.76 |
| Merrill Lynch Investment Account #025 ⇒ Synchrony Financial Common Stock (SYF) [ST] | not_reported | 95.89476207599184945463262615 | 7175.81 |
| Stryker Corporation Common Stock (SYK) [ST] | not_reported | 0.55363257773665490866432547 | 169.48 |
| AT&T Inc. (T) [ST] | not_reported | 44.2861815619967793880837359 | 923.37 |
| Merrill Lynch Investment Account #025 ⇒ Thermo Fisher Scientific Inc Common Stock (TMO) [ST] | not_reported | 13.80705841746483734575890931 | 9456.32 |
| The Travelers Companies, Inc. Common Stock (TRV) [ST] | not_reported | 26.23716918637064244252779326 | 10499.33 |
| Taiwan Semiconductor Manufacturing Company Ltd. (TSM) [ST] | not_reported | 49.76409423097794126612133461 | 21118.39 |
| Universal Health Services, Inc. Common Stock (UHS) [ST] | not_reported | 82.93869676721136082488294778 | 15402.55 |
| UnitedHealth Group Incorporated Common Stock (UNH) [ST] | not_reported | 7.42394068927516978869951253 | 3049.01 |
| Merrill Lynch Investment Account #025 ⇒ Visa Inc. (V) [ST] | not_reported | 22.81229505859542071797211371 | 9219.82 |
| Merrill Lynch Investment Account #025 ⇒ Vertex Pharmaceuticals Incorporated - Common Stock (VRTX) [ST] | not_reported | 17.64712369860596435503793894 | 9132.21 |
| Vistra Corp. Common Stock (VST) [ST] | not_reported | 46.06460156609857208659603869 | 6528.74 |
| Merrill Lynch Investment Account #025 ⇒ Waters Corporation Common Stock (WAT) [ST] | not_reported | 21.06337045520364373535529052 | 9604.48 |
| Merrill Lynch Investment Account #025 ⇒ Welltower Inc. Common Stock (WELL) [ST] | not_reported | 43.10381983729324928613760034 | 10371.21 |
| Merrill Lynch Investment Account #025 ⇒ Wells Fargo & Company Common Stock (WFC) [ST] | not_reported | 85.84227467811158798283261803 | 7094.86 |
| Merrill Lynch Investment Account #025 ⇒ Williams-Sonoma, Inc. Common Stock (WSM) [ST] | not_reported | 44.79814099333669298392967131 | 11197.74 |
Estimated purchase/sale matches from accepted transaction reports. Closing prices and reported amount midpoints estimate shares, with oldest purchases matched first within the same stock, owner and disclosed account. A row may represent a partial sale. These are price returns, not verified execution prices or brokerage returns; dividends are excluded. Unreconciled annual schedules and unmatched or ambiguous activity are omitted here.
| Ticker | Owner | Purchase date | Purchase price | Sale date | Sale price | Return |
|---|---|---|---|---|---|---|
| No completed purchase/sale matches are available from the collected records. | ||||||
424 public-equity trades. Annual rows are labeled as reconciled or unresolved; unresolved rows are excluded from usable transactions and scores. Superseded and unresolved reports remain in the disclosures below.
| Ticker | Owner | Transaction Type | Trade Date | Found Date |
|---|---|---|---|---|
| TMO — Merrill Lynch Investment Account #025 ⇒ Thermo Fisher Scientific Inc Common Stock (TMO) [ST] | Not reported | SaleAnnual schedule; unresolved, excluded from usable transactions | Apr 28, 2025 | Sep 14, 2026 |
| ABBV — AbbVie Inc. Common Stock (ABBV) [ST] | Not reported | Purchase | Apr 28, 2025 | Sep 11, 2026 |
| BMY — Bristol-Myers Squibb Company Common Stock (BMY) [ST] | Not reported | Sale | Apr 28, 2025 | Sep 11, 2026 |
| DHR — Danaher Corporation Common Stock (DHR) [ST] | Not reported | Purchase | Apr 28, 2025 | Sep 11, 2026 |
| DGX — Quest Diagnostics Incorporated Common Stock (DGX) [ST] | Not reported | Purchase | Apr 28, 2025 | Sep 11, 2026 |
| TMO — Thermo Fisher Scientific Inc Common Stock (TMO) [ST] | Not reported | Sale | Apr 28, 2025 | Sep 11, 2026 |
| ACN — Merrill Lynch Investment Account #025 ⇒ Accenture plc Class A Ordinary Shares (ACN) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Apr 22, 2025 | Sep 14, 2026 |
| UNH — Merrill Lynch Investment Account #025 ⇒ UnitedHealth Group Incorporated Common Stock (UNH) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Apr 22, 2025 | Sep 14, 2026 |
| CI — Merrill Lynch Investment Account #025 ⇒ The Cigna Group Common Stock (CI) [ST] | Not reported | SaleAnnual schedule; unresolved, excluded from usable transactions | Apr 22, 2025 | Sep 14, 2026 |
| DBX — Merrill Lynch Investment Account #025 ⇒ Dropbox, Inc. - Class A Common Stock (DBX) [ST] | Not reported | SaleAnnual schedule; unresolved, excluded from usable transactions | Apr 22, 2025 | Sep 14, 2026 |
| ACN — Accenture plc Class A Ordinary Shares (ACN) [ST] | Not reported | Purchase | Apr 22, 2025 | Sep 11, 2026 |
| DBX — Dropbox, Inc. - Class A Common Stock (DBX) [ST] | Not reported | Sale | Apr 22, 2025 | Sep 11, 2026 |
| CI — The Cigna Group Common Stock (CI) [ST] | Not reported | Sale | Apr 22, 2025 | Sep 11, 2026 |
| UNH — UnitedHealth Group Incorporated Common Stock (UNH) [ST] | Not reported | Purchase | Apr 22, 2025 | Sep 11, 2026 |
| CNC — Merrill Lynch Investment Account #025 ⇒ Centene Corporation Common Stock (CNC) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Apr 14, 2025 | Sep 14, 2026 |
| MU — Merrill Lynch Investment Account #025 ⇒ Micron Technology, Inc. - Common Stock (MU) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Apr 14, 2025 | Sep 14, 2026 |
| TTWO — Merrill Lynch Investment Account #025 ⇒ Take-Two Interactive Software, Inc. - Common Stock (TTWO) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Apr 14, 2025 | Sep 14, 2026 |
| CNC — Centene Corporation Common Stock (CNC) [ST] | Not reported | Purchase | Apr 14, 2025 | Sep 11, 2026 |
| MU — Micron Technology, Inc. - Common Stock (MU) [ST] | Not reported | Purchase | Apr 14, 2025 | Sep 11, 2026 |
| TTWO — Take-Two Interactive Software, Inc. - Common Stock (TTWO) [ST] | Not reported | Purchase | Apr 14, 2025 | Sep 11, 2026 |
| C — Merrill Lynch Investment Account #025 ⇒ Citigroup, Inc. Common Stock (C) [ST] | Not reported | SaleAnnual schedule; unresolved, excluded from usable transactions | Apr 11, 2025 | Sep 14, 2026 |
| DOV — Merrill Lynch Investment Account #025 ⇒ Dover Corporation Common Stock (DOV) [ST] | Not reported | SaleAnnual schedule; unresolved, excluded from usable transactions | Apr 11, 2025 | Sep 14, 2026 |
| C — Citigroup, Inc. Common Stock (C) [ST] | Not reported | Sale | Apr 11, 2025 | Sep 11, 2026 |
| DOV — Dover Corporation Common Stock (DOV) [ST] | Not reported | Sale | Apr 11, 2025 | Sep 11, 2026 |
| JCI — Merrill Lynch Investment Account #025 ⇒ Johnson Controls International plc Ordinary Share (JCI) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Mar 19, 2025 | Sep 14, 2026 |
| JCI — Johnson Controls International plc Ordinary Share (JCI) [ST] | Not reported | Purchase | Mar 19, 2025 | Sep 11, 2026 |
| HPE — Merrill Lynch Investment Account #025 ⇒ Hewlett Packard Enterprise Company Common Stock (HPE) [ST] | Not reported | SaleAnnual schedule; unresolved, excluded from usable transactions | Mar 13, 2025 | Sep 14, 2026 |
| HPE — Hewlett Packard Enterprise Company Common Stock (HPE) [ST] | Not reported | Sale | Mar 13, 2025 | Sep 11, 2026 |
| GLOB — Merrill Lynch Investment Account #025 ⇒ Globant S.A. Common Shares (GLOB) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Feb 28, 2025 | Sep 14, 2026 |
| GLOB — Globant S.A. Common Shares (GLOB) [ST] | Not reported | Purchase | Feb 28, 2025 | Sep 11, 2026 |
| AIG — Merrill Lynch Investment Account #025 ⇒ American International Group, Inc. New Common Stock (AIG) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Feb 24, 2025 | Sep 14, 2026 |
| AFG — Merrill Lynch Investment Account #025 ⇒ American Financial Group, Inc. Common Stock (AFG) [ST] | Not reported | SaleAnnual schedule; unresolved, excluded from usable transactions | Feb 24, 2025 | Sep 14, 2026 |
| SLB — Merrill Lynch Investment Account #025 ⇒ Schlumberger N.V. Common Stock (SLB) [ST] | Not reported | SaleAnnual schedule; unresolved, excluded from usable transactions | Feb 24, 2025 | Sep 14, 2026 |
| AFG — American Financial Group, Inc. Common Stock (AFG) [ST] | Not reported | Sale | Feb 24, 2025 | Sep 11, 2026 |
| AIG — American International Group, Inc. New Common Stock (AIG) [ST] | Not reported | Purchase | Feb 24, 2025 | Sep 11, 2026 |
| SLB — Schlumberger N.V. Common Stock (SLB) [ST] | Not reported | Sale | Feb 24, 2025 | Sep 11, 2026 |
| EXR — Merrill Lynch Investment Account #025 ⇒ Extra Space Storage Inc Common Stock (EXR) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Feb 7, 2025 | Sep 14, 2026 |
| META — Merrill Lynch Investment Account #025 ⇒ Meta Platforms, Inc. - Class A Common Stock (META) [ST] | Not reported | Sale (partial)Annual schedule; unresolved, excluded from usable transactionsSource rows (1)$1,001 - $15,000 Original ↗ · Row 20 · Annual | Feb 7, 2025 | Sep 14, 2026 |
| CRM — Merrill Lynch Investment Account #025 ⇒ Salesforce, Inc. Common Stock (CRM) [ST] | Not reported | SaleAnnual schedule; unresolved, excluded from usable transactions | Feb 7, 2025 | Sep 14, 2026 |
| EXR — Extra Space Storage Inc Common Stock (EXR) [ST] | Not reported | Purchase | Feb 7, 2025 | Sep 11, 2026 |
| META — Meta Platforms, Inc. - Class A Common Stock (META) [ST] | Not reported | Sale (partial)Source rows (1)$1,001 - $15,000 Original ↗ · Row 111 · Ptr | Feb 7, 2025 | Sep 11, 2026 |
| CRM — Salesforce, Inc. Common Stock (CRM) [ST] | Not reported | Sale | Feb 7, 2025 | Sep 11, 2026 |
| AAPL — Merrill Lynch Investment Account #025 ⇒ Apple Inc. - Common Stock (AAPL) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Jan 31, 2025 | Sep 14, 2026 |
| C — Merrill Lynch Investment Account #025 ⇒ Citigroup, Inc. Common Stock (C) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Jan 31, 2025 | Sep 14, 2026 |
| DE — Merrill Lynch Investment Account #025 ⇒ Deere & Company Common Stock (DE) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Jan 31, 2025 | Sep 14, 2026 |
| IR — Merrill Lynch Investment Account #025 ⇒ Ingersoll Rand Inc. Common Stock (IR) [ST] | Not reported | SaleAnnual schedule; unresolved, excluded from usable transactions | Jan 31, 2025 | Sep 14, 2026 |
| META — Merrill Lynch Investment Account #025 ⇒ Meta Platforms, Inc. - Class A Common Stock (META) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Jan 31, 2025 | Sep 14, 2026 |
| MSFT — Merrill Lynch Investment Account #025 ⇒ Microsoft Corporation - Common Stock (MSFT) [ST] | Not reported | Sale (partial)Annual schedule; unresolved, excluded from usable transactionsSource rows (1)$1,001 - $15,000 Original ↗ · Row 16 · Annual | Jan 31, 2025 | Sep 14, 2026 |
| NVDA — Merrill Lynch Investment Account #025 ⇒ NVIDIA Corporation - Common Stock (NVDA) [ST] | Not reported | Sale (partial)Annual schedule; unresolved, excluded from usable transactionsSource rows (1)$1,001 - $15,000 Original ↗ · Row 17 · Annual | Jan 31, 2025 | Sep 14, 2026 |
| AAPL — Apple Inc. - Common Stock (AAPL) [ST] | Not reported | Purchase | Jan 31, 2025 | Sep 11, 2026 |
22 collected financial disclosures. Collection does not establish complete lifetime activity; missing source years and request-only documents may leave gaps.