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 |
|---|---|---|---|---|---|---|
| CRM | Not reported | None | Unavailable | Unavailable | $226.18Nov 2, 2026 | Unavailable |
| STT | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $169.31Nov 2, 2026 | Unavailable |
| SF | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $68.67Nov 2, 2026 | Unavailable |
| SYF | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $76.82Nov 2, 2026 | Unavailable |
| TSM | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $398.63Nov 2, 2026 | Unavailable |
| TTWO | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $192.10Nov 2, 2026 | Unavailable |
| TPR | Not reported | None | Unavailable | Unavailable | $120.76Nov 2, 2026 | Unavailable |
| BNY | Not reported | None | Unavailable | Unavailable | Unavailable | Unavailable |
| TMO | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $682.65Nov 2, 2026 | Unavailable |
| URI | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $1175.42Nov 2, 2026 | Unavailable |
| VRTX | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $553.15Nov 2, 2026 | Unavailable |
| V | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $425.51Nov 2, 2026 | Unavailable |
| DIS | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $113.11Nov 2, 2026 | Unavailable |
| WBD | Not reported | None | Unavailable | Unavailable | $30.95Oct 5, 2026 | Unavailable |
| WAT | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $449.53Nov 2, 2026 | Unavailable |
| WFC | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $85.89Nov 2, 2026 | Unavailable |
| WELL | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $239.00Nov 2, 2026 | Unavailable |
| WSM | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $259.45Nov 2, 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 |
|---|---|---|---|---|
| KHC — The Kraft Heinz Company - Common Stock (KHC) [ST] | Not reported | Sale | Nov 19, 2024 | Sep 11, 2026 |
| WAT — Waters Corporation Common Stock (WAT) [ST] | Not reported | Sale | Nov 19, 2024 | Sep 11, 2026 |
| WDAY — Workday, Inc. - Class A Common Stock (WDAY) [ST] | Not reported | Purchase | Nov 19, 2024 | Sep 11, 2026 |
| WBD — Merrill Lynch Investment Account ⇒ Warner Bros. Discovery, Inc. - Series A Common Stock (WBD) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Nov 4, 2024 | Sep 14, 2026 |
| NEE — Merrill Lynch Investment Account ⇒ NextEra Energy, Inc. Common Stock (NEE) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Nov 4, 2024 | Sep 14, 2026 |
| NEE — NextEra Energy, Inc. Common Stock (NEE) [ST] | Not reported | Purchase | Nov 1, 2024 | Sep 11, 2026 |
| WBD — Warner Bros. Discovery, Inc. - Series A Common Stock (WBD) [ST] | Not reported | Purchase | Nov 1, 2024 | Sep 11, 2026 |
| JPM — Merrill Lynch Investment Account ⇒ JP Morgan Chase & Co. Common Stock (JPM) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Oct 28, 2024 | Sep 14, 2026 |
| MSFT — Merrill Lynch Investment Account ⇒ Microsoft Corporation - Common Stock (MSFT) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Oct 28, 2024 | Sep 14, 2026 |
| DUK — Merrill Lynch Investment Account ⇒ Duke Energy Corporation (DUK) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Oct 25, 2024 | Sep 14, 2026 |
| EXE — Merrill Lynch Investment Account ⇒ Expand Energy Corporation - Common Stock (EXE) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Oct 25, 2024 | Sep 14, 2026 |
| GS — Merrill Lynch Investment Account ⇒ Goldman Sachs Group, Inc. (GS) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Oct 25, 2024 | Sep 14, 2026 |
| DINO — Merrill Lynch Investment Account ⇒ HF Sinclair Corporation Common Stock (DINO) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Oct 25, 2024 | Sep 14, 2026 |
| IR — Merrill Lynch Investment Account ⇒ Ingersoll Rand Inc. Common Stock (IR) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Oct 25, 2024 | Sep 14, 2026 |
| ICE — Merrill Lynch Investment Account ⇒ Intercontinental Exchange Inc. Common Stock (ICE) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Oct 25, 2024 | Sep 14, 2026 |
| WDAY — Merrill Lynch Investment Account ⇒ Workday, Inc. - Class A Common Stock (WDAY) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Oct 25, 2024 | Sep 14, 2026 |
| ABT — Merrill Lynch Investment Account ⇒ Abbott Laboratories Common Stock (ABT) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Oct 24, 2024 | Sep 14, 2026 |
| ABBV — Merrill Lynch Investment Account ⇒ AbbVie Inc. Common Stock (ABBV) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Oct 24, 2024 | Sep 14, 2026 |
| ACN — Merrill Lynch Investment Account ⇒ Accenture plc Class A Ordinary Shares (ACN) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Oct 24, 2024 | Sep 14, 2026 |
| AA — Merrill Lynch Investment Account ⇒ Alcoa Corporation Common Stock (AA) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Oct 24, 2024 | Sep 14, 2026 |
| AMZN — Merrill Lynch Investment Account ⇒ Amazon.com, Inc. - Common Stock (AMZN) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Oct 24, 2024 | Sep 14, 2026 |
| AAPL — Merrill Lynch Investment Account ⇒ Apple Inc. - Common Stock (AAPL) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Oct 24, 2024 | Sep 14, 2026 |
| T — Merrill Lynch Investment Account ⇒ AT&T Inc. (T) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Oct 24, 2024 | Sep 14, 2026 |
| BNY — Merrill Lynch Investment Account ⇒ The Bank of New York Mellon Corporation Common Stock (BK) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Oct 24, 2024 | Sep 14, 2026 |
| BA — Merrill Lynch Investment Account ⇒ Boeing Company (BA) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Oct 24, 2024 | Sep 14, 2026 |
| BMY — Merrill Lynch Investment Account ⇒ Bristol-Myers Squibb Company Common Stock (BMY) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Oct 24, 2024 | Sep 14, 2026 |
| AVGO — Merrill Lynch Investment Account ⇒ Broadcom Inc. - Common Stock (AVGO) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Oct 24, 2024 | Sep 14, 2026 |
| BXP — Merrill Lynch Investment Account ⇒ BXP, Inc. Common Stock (BXP) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Oct 24, 2024 | Sep 14, 2026 |
| CF — Merrill Lynch Investment Account ⇒ CF Industries Holdings, Inc. Common Stock (CF) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Oct 24, 2024 | Sep 14, 2026 |
| CVX — Merrill Lynch Investment Account ⇒ Chevron Corporation Common Stock (CVX) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Oct 24, 2024 | Sep 14, 2026 |
| CI — Merrill Lynch Investment Account ⇒ The Cigna Group Common Stock (CI) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactionsSource rows (2)$2,002–$30,000 Original ↗ · Row 35 · Annual Original ↗ · Row 84 · Annual | Oct 24, 2024 | Sep 14, 2026 |
| DOV — Merrill Lynch Investment Account ⇒ Dover Corporation Common Stock (DOV) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Oct 24, 2024 | Sep 14, 2026 |
| DBX — Merrill Lynch Investment Account ⇒ Dropbox, Inc. - Class A Common Stock (DBX) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Oct 24, 2024 | Sep 14, 2026 |
| AJG — Merrill Lynch Investment Account ⇒ Arthur J. Gallagher & Co. Common Stock (AJG) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Oct 24, 2024 | Sep 14, 2026 |
| KVUE — Merrill Lynch Investment Account ⇒ Kenvue Inc. Common Stock (KVUE) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Oct 24, 2024 | Sep 14, 2026 |
| LVS — Merrill Lynch Investment Account ⇒ Las Vegas Sands Corp. Common Stock (LVS) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Oct 24, 2024 | Sep 14, 2026 |
| LOW — Merrill Lynch Investment Account ⇒ Lowe's Companies, Inc. Common Stock (LOW) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Oct 24, 2024 | Sep 14, 2026 |
| MKC — Merrill Lynch Investment Account ⇒ McCormick & Company, Incorporated Common Stock (MKC) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Oct 24, 2024 | Sep 14, 2026 |
| META — Merrill Lynch Investment Account ⇒ Meta Platforms, Inc. - Class A Common Stock (META) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Oct 24, 2024 | Sep 14, 2026 |
| NEE — Merrill Lynch Investment Account ⇒ NextEra Energy, Inc. Common Stock (NEE) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Oct 24, 2024 | Sep 14, 2026 |
| NUE — Merrill Lynch Investment Account ⇒ Nucor Corporation Common Stock (NUE) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Oct 24, 2024 | Sep 14, 2026 |
| NVDA — Merrill Lynch Investment Account ⇒ NVIDIA Corporation - Common Stock (NVDA) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Oct 24, 2024 | Sep 14, 2026 |
| PH — Merrill Lynch Investment Account ⇒ Parker-Hannifin Corporation Common Stock (PH) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Oct 24, 2024 | Sep 14, 2026 |
| PM — Merrill Lynch Investment Account ⇒ Philip Morris International Inc Common Stock (PM) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Oct 24, 2024 | Sep 14, 2026 |
| PINS — Merrill Lynch Investment Account ⇒ Pinterest, Inc. Class A Common Stock (PINS) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Oct 24, 2024 | Sep 14, 2026 |
| PNC — Merrill Lynch Investment Account ⇒ PNC Financial Services Group, Inc. (PNC) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Oct 24, 2024 | Sep 14, 2026 |
| PEG — Merrill Lynch Investment Account ⇒ Public Service Enterprise Group Incorporated Common Stock (PEG) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Oct 24, 2024 | Sep 14, 2026 |
| PVH — Merrill Lynch Investment Account ⇒ PVH Corp. Common Stock (PVH) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Oct 24, 2024 | Sep 14, 2026 |
| SAIA — Merrill Lynch Investment Account ⇒ Saia, Inc. - Common Stock (SAIA) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Oct 24, 2024 | Sep 14, 2026 |
| CRM — Merrill Lynch Investment Account ⇒ Salesforce, Inc. Common Stock (CRM) [ST] | Not reported | PurchaseAnnual schedule; unresolved, excluded from usable transactions | Oct 24, 2024 | Sep 14, 2026 |
22 collected financial disclosures. Collection does not establish complete lifetime activity; missing source years and request-only documents may leave gaps.