Official filing metadata
- Filer (as printed)
- Hon. Julia Letlow
- Office (as printed)
- LA05
- Chamber
- House
- Filing type
- ptr
- Filing date
- Mar 12, 2026
- Filing year
- 2026
- Document format
Processing (ours)
- Status
- Parsed
- Rows parsed
- 33
- Parser version
- house_pdf_v1
- Fetched
- Sep 8, 2026
- Parsed
- Sep 8, 2026
- Internal id
- 219
Reading this page
The left half of each row below is the text exactly as it appears in the official document. The right half is our normalized interpretation: matched ticker, typed transaction, parsed dates and dollar range.
When the two disagree, the official document wins. Rows flagged for review are kept, never discarded, and the raw text is never edited.
Rows · 33
Left: official, as printed · Right: normalized
| Official · as printed in the filing | Normalized · our interpretation | ||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| # | Owner | Asset | Ticker | Type | Tx date | Notified | Amount | Conf. | Ticker | Type | Owner | Tx date | Amount | Class | Flags |
| 1 | — | 3M Company Common Stock (MMM) [ST] filing_status: New | subholding_of: Merrill Lynch Investment Account #025 | MMM | S (partial) | 02/02/2026 | 03/01/2026 | $1,001 - $15,000 | 1.00 | MMM0.98 | PartialPartial sale | Self | Feb 2, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 2 | — | 3M Company Common Stock (MMM) [ST] filing_status: New | subholding_of: Merrill Lynch Investment Account #025 | MMM | S | 02/04/2026 | 03/01/2026 | $1,001 - $15,000 | 1.00 | MMM0.98 | SellSell | Self | Feb 4, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 3 | — | Advanced Micro Devices, Inc. (AMD) [ST] filing_status: New | subholding_of: Merrill Lynch Investment Account #025 | AMD | P | 02/02/2026 | 03/01/2026 | $1,001 - $15,000 | 1.00 | AMD0.98 | BuyBuy | Self | Feb 2, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 4 | — | Apple Inc. - Common Stock (AAPL) [ST] filing_status: New | subholding_of: Merrill Lynch Investment Account #025 | AAPL | P | 02/02/2026 | 03/01/2026 | $1,001 - $15,000 | 1.00 | AAPL0.98 | BuyBuy | Self | Feb 2, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 5 | — | AT&T Inc. (T) [ST] filing_status: New | subholding_of: Merrill Lynch Investment Account #025 | T | S | 02/12/2026 | 03/01/2026 | $1,001 - $15,000 | 1.00 | T0.98 | SellSell | Self | Feb 12, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 6 | — | Boeing Company (BA) [ST] filing_status: New | subholding_of: Merrill Lynch Investment Account #025 | BA | P | 02/02/2026 | 03/01/2026 | $1,001 - $15,000 | 1.00 | BA0.98 | BuyBuy | Self | Feb 2, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 7 | — | Broadcom Inc. - Common Stock (AVGO) [ST] filing_status: New | subholding_of: Merrill Lynch Investment Account #025 | AVGO | S (partial) | 02/12/2026 | 03/01/2026 | $1,001 - $15,000 | 1.00 | AVGO0.98 | PartialPartial sale | Self | Feb 12, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 8 | — | BXP, Inc. Common Stock (BXP) [ST] filing_status: New | subholding_of: Merrill Lynch Investment Account #025 | BXP | S | 02/20/2026 | 03/01/2026 | $1,001 - $15,000 | 1.00 | BXP0.98 | SellSell | Self | Feb 20, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 9 | — | Cisco Systems, Inc. - Common Stock (CSCO) [ST] filing_status: New | subholding_of: Merrill Lynch Investment Account #025 | CSCO | P | 02/02/2026 | 03/01/2026 | $1,001 - $15,000 | 1.00 | CSCO0.98 | BuyBuy | Self | Feb 2, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 10 | — | Cummins Inc. Common Stock (CMI) [ST] filing_status: New | subholding_of: Merrill Lynch Investment Account #025 | CMI | P | 02/04/2026 | 03/01/2026 | $1,001 - $15,000 | 1.00 | CMI0.98 | BuyBuy | Self | Feb 4, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 11 | — | Expand Energy Corporation - Common Stock (EXE) [ST] filing_status: New | subholding_of: Merrill Lynch Investment Account #025 | EXE | S | 02/17/2026 | 03/01/2026 | $1,001 - $15,000 | 1.00 | EXE0.98 | SellSell | Self | Feb 17, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 12 | — | Extra Space Storage Inc Common Stock (EXR) [ST] filing_status: New | subholding_of: Merrill Lynch Investment Account #025 | EXR | P | 02/12/2026 | 03/01/2026 | $1,001 - $15,000 | 1.00 | EXR0.98 | BuyBuy | Self | Feb 12, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 13 | — | HF Sinclair Corporation Common Stock (DINO) [ST] filing_status: New | subholding_of: Merrill Lynch Investment Account #025 | DINO | S | 02/20/2026 | 03/01/2026 | $1,001 - $15,000 | 1.00 | DINO0.98 | SellSell | Self | Feb 20, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 14 | — | Humana Inc. Common Stock (HUM) [ST] filing_status: New | subholding_of: Merrill Lynch Investment Account #025 | HUM | S | 02/10/2026 | 03/01/2026 | $1,001 - $15,000 | 1.00 | HUM0.98 | SellSell | Self | Feb 10, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 15 | — | ICON plc - Ordinary Shares (ICLR) [ST] filing_status: New | subholding_of: Merrill Lynch Investment Account #025 | ICLR | S | 02/12/2026 | 03/01/2026 | $1,001 - $15,000 | 1.00 | ICLR0.98 | SellSell | Self | Feb 12, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 16 | — | Intercontinental Exchange Inc. Common Stock (ICE) [ST] filing_status: New | subholding_of: Merrill Lynch Investment Account #025 | ICE | S | 02/12/2026 | 03/01/2026 | $1,001 - $15,000 | 1.00 | ICE0.98 | SellSell | Self | Feb 12, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 17 | — | International Business Machines Corporation Common Stock (IBM) [ST] filing_status: New | subholding_of: Merrill Lynch Investment Account #025 | IBM | P | 02/02/2026 | 03/01/2026 | $1,001 - $15,000 | 1.00 | IBM0.98 | BuyBuy | Self | Feb 2, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 18 | — | Intuit Inc. - Common Stock (INTU) [ST] filing_status: New | subholding_of: Merrill Lynch Investment Account #025 | INTU | S | 02/02/2026 | 03/01/2026 | $1,001 - $15,000 | 1.00 | INTU0.98 | SellSell | Self | Feb 2, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 19 | — | Leonardo DRS, Inc. - Common Stock (DRS) [ST] filing_status: New | subholding_of: Merrill Lynch Investment Account #025 | DRS | P | 02/02/2026 | 03/01/2026 | $1,001 - $15,000 | 1.00 | DRS0.98 | BuyBuy | Self | Feb 2, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 20 | — | McCormick & Company, Incorporated Common Stock (MKC) [ST] filing_status: New | subholding_of: Merrill Lynch Investment Account #025 | MKC | S | 02/02/2026 | 03/01/2026 | $1,001 - $15,000 | 1.00 | MKC0.98 | SellSell | Self | Feb 2, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 21 | — | Meta Platforms, Inc. - Class A Common Stock (META) [ST] filing_status: New | subholding_of: Merrill Lynch Investment Account #025 | META | P | 02/12/2026 | 03/01/2026 | $1,001 - $15,000 | 1.00 | META0.98 | BuyBuy | Self | Feb 12, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 22 | — | Microsoft Corporation - Common Stock (MSFT) [ST] filing_status: New | subholding_of: Merrill Lynch Investment Account #025 | MSFT | S (partial) | 02/02/2026 | 03/01/2026 | $1,001 - $15,000 | 1.00 | MSFT0.98 | PartialPartial sale | Self | Feb 2, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 23 | — | Pepsico, Inc. (PEP) [ST] filing_status: New | subholding_of: Merrill Lynch Investment Account #025 | PEP | P | 02/05/2026 | 03/01/2026 | $1,001 - $15,000 | 1.00 | PEP0.98 | BuyBuy | Self | Feb 5, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 24 | — | Philip Morris International Inc Common Stock (PM) [ST] filing_status: New | subholding_of: Merrill Lynch Investment Account #025 | PM | S | 02/05/2026 | 03/01/2026 | $1,001 - $15,000 | 1.00 | PM0.98 | SellSell | Self | Feb 5, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 25 | — | Procter & Gamble Company (PG) [ST] filing_status: New | subholding_of: Merrill Lynch Investment Account #025 | PG | P | 02/02/2026 | 03/01/2026 | $1,001 - $15,000 | 1.00 | PG0.98 | BuyBuy | Self | Feb 2, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 26 | — | Public Service Enterprise Group Incorporated Common Stock (PEG) [ST] filing_status: New | subholding_of: Merrill Lynch Investment Account #025 | PEG | S | 02/17/2026 | 03/01/2026 | $1,001 - $15,000 | 1.00 | PEG0.98 | SellSell | Self | Feb 17, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 27 | — | Regeneron Pharmaceuticals, Inc. - Common Stock (REGN) [ST] filing_status: New | subholding_of: Merrill Lynch Investment Account #025 | REGN | P | 02/12/2026 | 03/01/2026 | $1,001 - $15,000 | 1.00 | REGN0.98 | BuyBuy | Self | Feb 12, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 28 | — | Salesforce, Inc. Common Stock (CRM) [ST] filing_status: New | subholding_of: Merrill Lynch Investment Account #025 | CRM | S | 02/02/2026 | 03/01/2026 | $1,001 - $15,000 | 1.00 | CRM0.98 | SellSell | Self | Feb 2, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 29 | — | Taiwan Semiconductor Manufacturing Company Ltd. (TSM) [ST] filing_status: New | subholding_of: Merrill Lynch Investment Account #025 | TSM | P | 02/02/2026 | 03/01/2026 | $1,001 - $15,000 | 1.00 | TSM0.98 | BuyBuy | Self | Feb 2, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 30 | — | Take-Two Interactive Software, Inc. - Common Stock (TTWO) [ST] filing_status: New | subholding_of: Merrill Lynch Investment Account #025 | TTWO | S | 02/12/2026 | 03/01/2026 | $1,001 - $15,000 | 1.00 | TTWO0.98 | SellSell | Self | Feb 12, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 31 | — | The Travelers Companies, Inc. Common Stock (TRV) [ST] filing_status: New | subholding_of: Merrill Lynch Investment Account #025 | TRV | P | 02/20/2026 | 03/01/2026 | $1,001 - $15,000 | 1.00 | TRV0.98 | BuyBuy | Self | Feb 20, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 32 | — | United Rentals, Inc. Common Stock (URI) [ST] filing_status: New | subholding_of: Merrill Lynch Investment Account #025 | URI | S | 02/02/2026 | 03/01/2026 | $1,001 - $15,000 | 1.00 | URI0.98 | SellSell | Self | Feb 2, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |
| 33 | — | Vistra Corp. Common Stock (VST) [ST] filing_status: New | subholding_of: Merrill Lynch Investment Account #025 | VST | P | 02/17/2026 | 03/01/2026 | $1,001 - $15,000 | 1.00 | VST0.98 | BuyBuy | Self | Feb 17, 2026 | $1,001 - $15,000mid $8K | Stock | modelled |