Official filing metadata
- Filer (as printed)
- Hon. Julie Johnson
- Office (as printed)
- TX32
- Chamber
- House
- Filing type
- ptr
- Filing date
- Feb 12, 2025
- Filing year
- 2025
- Document format
Processing (ours)
- Status
- Parsed
- Rows parsed
- 51
- Parser version
- house_pdf_v1
- Fetched
- Sep 8, 2026
- Parsed
- Sep 8, 2026
- Internal id
- 626
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 · 51
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 | JT | Allete, Inc. (ALE) [ST] filing_status: New | subholding_of: Merrill Lynch Long Term Growth | ALE | S | 01/28/2025 | 02/07/2025 | $1,001 - $15,000 | 1.00 | —0.60 | SellSell | Joint | Jan 28, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 2 | JT | American Tower Corporation (AMT) [ST] filing_status: New | subholding_of: Merrill Lynch Tax Efficient Core | AMT | S | 01/15/2025 | 02/07/2025 | $1,001 - $15,000 | 1.00 | AMT0.98 | SellSell | Joint | Jan 15, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 3 | JT | Boeing Company (BA) [ST] filing_status: New | subholding_of: Merrill Lynch Tax Efficient Core | BA | P | 01/15/2025 | 02/07/2025 | $1,001 - $15,000 | 1.00 | BA0.98 | BuyBuy | Joint | Jan 15, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 4 | JT | Bristol-Myers Squibb Company Common Stock (BMY) [ST] filing_status: New | subholding_of: Merrill Lynch Tax Efficient Core | BMY | P | 01/15/2025 | 02/07/2025 | $1,001 - $15,000 | 1.00 | BMY0.98 | BuyBuy | Joint | Jan 15, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 5 | JT | Broadcom Inc. - Common Stock (AVGO) [ST] filing_status: New | subholding_of: Merrill Lynch Tax Efficient Core | AVGO | S (partial) | 01/15/2025 | 02/07/2025 | $1,001 - $15,000 | 1.00 | AVGO0.98 | PartialPartial sale | Joint | Jan 15, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 6 | JT | Charles River Laboratories International, Inc. Common Stock (CRL) [ST] filing_status: New | subholding_of: Merrill Lynch Tax Efficient Core | CRL | P | 01/15/2025 | 02/07/2025 | $1,001 - $15,000 | 1.00 | CRL0.98 | BuyBuy | Joint | Jan 15, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 7 | JT | Chubb Limited Common Stock (CB) [ST] filing_status: New | subholding_of: Chase Brokerage Account (3935) | CB | S (partial) | 01/24/2025 | 02/11/2025 | $1,001 - $15,000 | 1.00 | CB0.98 | PartialPartial sale | Joint | Jan 24, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 8 | JT | ConAgra Brands, Inc. Common Stock (CAG) [ST] filing_status: New | subholding_of: Merrill Lynch Tax Efficient Core | CAG | S (partial) | 01/15/2025 | 02/07/2025 | $1,001 - $15,000 | 1.00 | CAG0.98 | PartialPartial sale | Joint | Jan 15, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 9 | JT | ConocoPhillips Common Stock (COP) [ST] filing_status: New | subholding_of: Merrill Lynch Tax Efficient Core | COP | P | 01/15/2025 | 02/07/2025 | $1,001 - $15,000 | 1.00 | COP0.98 | BuyBuy | Joint | Jan 15, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 10 | JT | Constellation Brands, Inc. Common Stock (STZ) [ST] filing_status: New | subholding_of: Merrill Lynch Tax Efficient Core | STZ | S (partial) | 01/15/2025 | 02/07/2025 | $1,001 - $15,000 | 1.00 | STZ0.98 | PartialPartial sale | Joint | Jan 15, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 11 | JT | CoStar Group, Inc. - Common Stock (CSGP) [ST] filing_status: New | subholding_of: Merrill Lynch Tax Efficient Core | CSGP | S | 01/15/2025 | 02/07/2025 | $1,001 - $15,000 | 1.00 | CSGP0.98 | SellSell | Joint | Jan 15, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 12 | JT | CVS Health Corporation Common Stock (CVS) [ST] filing_status: New | subholding_of: Merrill Lynch Tax Efficient Core | CVS | S (partial) | 01/15/2025 | 02/07/2025 | $1,001 - $15,000 | 1.00 | CVS0.98 | PartialPartial sale | Joint | Jan 15, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 13 | JT | Danaher Corporation Common Stock (DHR) [ST] filing_status: New | subholding_of: Merrill Lynch Tax Efficient Core | DHR | S | 01/15/2025 | 02/07/2025 | $1,001 - $15,000 | 1.00 | DHR0.98 | SellSell | Joint | Jan 15, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 14 | JT | Dell Technologies Inc. Class C Common Stock (DELL) [ST] filing_status: New | subholding_of: Merrill Lynch Long Term Growth | DELL | S | 01/28/2025 | 02/07/2025 | $1,001 - $15,000 | 1.00 | DELL0.98 | SellSell | Joint | Jan 28, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 15 | JT | Dollar General Corporation Common Stock (DG) [ST] filing_status: New | subholding_of: Merrill Lynch Tax Efficient Core | DG | P | 01/15/2025 | 02/07/2025 | $1,001 - $15,000 | 1.00 | DG0.98 | BuyBuy | Joint | Jan 15, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 16 | JT | Dollar Tree, Inc. - Common Stock (DLTR) [ST] filing_status: New | subholding_of: Merrill Lynch Tax Efficient Core | DLTR | P | 01/15/2025 | 02/07/2025 | $1,001 - $15,000 | 1.00 | DLTR0.98 | BuyBuy | Joint | Jan 15, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 17 | JT | Dow Inc. Common Stock (DOW) [ST] filing_status: New | subholding_of: Merrill Lynch Tax Efficient Core | DOW | P | 01/15/2025 | 02/07/2025 | $1,001 - $15,000 | 1.00 | DOW0.98 | BuyBuy | Joint | Jan 15, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 18 | JT | Enphase Energy, Inc. - Common Stock (ENPH) [ST] filing_status: New | subholding_of: Merrill Lynch Tax Efficient Core | ENPH | P | 01/15/2025 | 02/07/2025 | $1,001 - $15,000 | 1.00 | ENPH0.98 | BuyBuy | Joint | Jan 15, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 19 | JT | Estee Lauder Companies, Inc. (EL) [ST] filing_status: New | subholding_of: Merrill Lynch Tax Efficient Core | EL | P | 01/15/2025 | 02/07/2025 | $1,001 - $15,000 | 1.00 | EL0.98 | BuyBuy | Joint | Jan 15, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 20 | JT | Eversource Energy (ES) [ST] filing_status: New | subholding_of: Merrill Lynch Tax Efficient Core | ES | P | 01/15/2025 | 02/07/2025 | $1,001 - $15,000 | 1.00 | ES0.98 | BuyBuy | Joint | Jan 15, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 21 | JT | Goldman Sachs Group, Inc. (GS) [ST] filing_status: New | subholding_of: Chase Brokerage Account (3935) | — | P | 01/24/2025 | 02/11/2025 | $1,001 - $15,000 | 1.00 | GS0.95 | BuyBuy | Joint | Jan 24, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 22 | JT | Hasbro, Inc. - Common Stock (HAS) [ST] filing_status: New | subholding_of: Merrill Lynch Tax Efficient Core | HAS | P | 01/15/2025 | 02/07/2025 | $1,001 - $15,000 | 1.00 | HAS0.98 | BuyBuy | Joint | Jan 15, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 23 | JT | Intuit Inc. - Common Stock (INTU) [ST] filing_status: New | subholding_of: Merrill Lynch Long Term Growth | INTU | S | 01/28/2025 | 02/07/2025 | $1,001 - $15,000 | 1.00 | INTU0.98 | SellSell | Joint | Jan 28, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 24 | JT | Juniper Networks, Inc. Common Stock (JNPR) [ST] filing_status: New | subholding_of: Merrill Lynch Tax Efficient Core | JNPR | P | 01/15/2025 | 02/07/2025 | $1,001 - $15,000 | 1.00 | —0.60 | BuyBuy | Joint | Jan 15, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 25 | JT | Lamb Weston Holdings, Inc. Common Stock (LW) [ST] filing_status: New | subholding_of: Merrill Lynch Tax Efficient Core | LW | S | 01/15/2025 | 02/07/2025 | $1,001 - $15,000 | 1.00 | LW0.98 | SellSell | Joint | Jan 15, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 26 | JT | MarketAxess Holdings, Inc. - Common Stock (MKTX) [ST] filing_status: New | subholding_of: Merrill Lynch Tax Efficient Core | MKTX | P | 01/15/2025 | 02/07/2025 | $1,001 - $15,000 | 1.00 | MKTX0.98 | BuyBuy | Joint | Jan 15, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 27 | JT | Merck & Company, Inc. Common Stock (MRK) [ST] filing_status: New | subholding_of: Chase Brokerage Account (3935) | MRK | P | 01/17/2025 | 02/11/2025 | $1,001 - $15,000 | 1.00 | MRK0.98 | BuyBuy | Joint | Jan 17, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 28 | JT | Moderna, Inc. - Common Stock (MRNA) [ST] filing_status: New | subholding_of: Merrill Lynch Tax Efficient Core | MRNA | S | 01/15/2025 | 02/07/2025 | $1,001 - $15,000 | 1.00 | MRNA0.98 | SellSell | Joint | Jan 15, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 29 | JT | Monster Beverage Corporation - Common Stock (MNST) [ST] filing_status: New | subholding_of: Merrill Lynch Tax Efficient Core | MNST | S (partial) | 01/15/2025 | 02/07/2025 | $1,001 - $15,000 | 1.00 | MNST0.98 | PartialPartial sale | Joint | Jan 15, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 30 | JT | Morgan Stanley Common Stock (MS) [ST] filing_status: New | subholding_of: Chase Brokerage Account (3935) | MS | S (partial) | 01/24/2025 | 02/11/2025 | $1,001 - $15,000 | 1.00 | MS0.98 | PartialPartial sale | Joint | Jan 24, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 31 | JT | MSCI Inc. Common Stock (MSCI) [ST] filing_status: New | subholding_of: Merrill Lynch Tax Efficient Core | MSCI | P | 01/15/2025 | 02/07/2025 | $1,001 - $15,000 | 1.00 | MSCI0.98 | BuyBuy | Joint | Jan 15, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 32 | JT | NextEra Energy, Inc. Common Stock (NEE) [ST] filing_status: New | subholding_of: Merrill Lynch Tax Efficient Core | NEE | P | 01/15/2025 | 02/07/2025 | $1,001 - $15,000 | 1.00 | NEE0.98 | BuyBuy | Joint | Jan 15, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 33 | JT | Nike, Inc. Common Stock (NKE) [ST] filing_status: New | subholding_of: Merrill Lynch Tax Efficient Core | NKE | S | 01/15/2025 | 02/07/2025 | $1,001 - $15,000 | 1.00 | NKE0.98 | SellSell | Joint | Jan 15, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 34 | JT | Palantir Technologies Inc. - Class A Common Stock (PLTR) [ST] filing_status: New | subholding_of: Merrill Lynch Tax Efficient Core | PLTR | P | 01/15/2025 | 02/07/2025 | $1,001 - $15,000 | 1.00 | PLTR0.98 | BuyBuy | Joint | Jan 15, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 35 | JT | Pepsico, Inc. (PEP) [ST] filing_status: New | subholding_of: Merrill Lynch Tax Efficient Core | PEP | P | 01/15/2025 | 02/07/2025 | $1,001 - $15,000 | 1.00 | PEP0.98 | BuyBuy | Joint | Jan 15, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 36 | JT | Pepsico, Inc. (PEP) [ST] filing_status: New | subholding_of: Merrill Lynch Long Term Growth | PEP | S | 01/28/2025 | 02/07/2025 | $1,001 - $15,000 | 1.00 | PEP0.98 | SellSell | Joint | Jan 28, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 37 | JT | Pfizer, Inc. Common Stock (PFE) [ST] filing_status: New | subholding_of: Merrill Lynch Tax Efficient Core | PFE | S (partial) | 01/15/2025 | 02/07/2025 | $1,001 - $15,000 | 1.00 | PFE0.98 | PartialPartial sale | Joint | Jan 15, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 38 | JT | PPG Industries, Inc. Common Stock (PPG) [ST] filing_status: New | subholding_of: Chase Brokerage Account (3935) | PPG | S (partial) | 01/13/2025 | 02/11/2025 | $1,001 - $15,000 | 1.00 | PPG0.98 | PartialPartial sale | Joint | Jan 13, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 39 | JT | PPG Industries, Inc. Common Stock (PPG) [ST] filing_status: New | subholding_of: Chase Brokerage Account (3935) | PPG | S | 01/27/2025 | 02/11/2025 | $1,001 - $15,000 | 1.00 | PPG0.98 | SellSell | Joint | Jan 27, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 40 | JT | Progressive Corporation (PGR) [ST] filing_status: New | subholding_of: Chase Brokerage Account (3935) | PGR | P | 01/24/2025 | 02/11/2025 | $1,001 - $15,000 | 1.00 | PGR0.98 | BuyBuy | Joint | Jan 24, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 41 | JT | Qorvo, Inc. - Common Stock (QRVO) [ST] filing_status: New | subholding_of: Merrill Lynch Tax Efficient Core | QRVO | S | 01/15/2025 | 02/07/2025 | $1,001 - $15,000 | 1.00 | QRVO0.98 | SellSell | Joint | Jan 15, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 42 | JT | Regeneron Pharmaceuticals, Inc. - Common Stock (REGN) [ST] filing_status: New | subholding_of: Merrill Lynch Tax Efficient Core | REGN | P | 01/15/2025 | 02/07/2025 | $1,001 - $15,000 | 1.00 | REGN0.98 | BuyBuy | Joint | Jan 15, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 43 | JT | SBA Communications Corporation - Class A Common Stock (SBAC) [ST] filing_status: New | subholding_of: Merrill Lynch Tax Efficient Core | SBAC | P | 01/15/2025 | 02/07/2025 | $1,001 - $15,000 | 1.00 | SBAC0.98 | BuyBuy | Joint | Jan 15, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 44 | JT | Solventum Corporation Common Stock (SOLV) [ST] filing_status: New | subholding_of: Merrill Lynch Tax Efficient Core | SOLV | S | 01/15/2025 | 02/07/2025 | $1,001 - $15,000 | 1.00 | SOLV0.98 | SellSell | Joint | Jan 15, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 45 | JT | Super Micro Computer, Inc. - Common Stock (SMCI) [ST] filing_status: New | subholding_of: Merrill Lynch Tax Efficient Core | SMCI | P | 01/15/2025 | 02/07/2025 | $1,001 - $15,000 | 1.00 | SMCI0.98 | BuyBuy | Joint | Jan 15, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 46 | JT | The Cigna Group Common Stock (CI) [ST] filing_status: New | subholding_of: Merrill Lynch Tax Efficient Core | CI | P | 01/15/2025 | 02/07/2025 | $1,001 - $15,000 | 1.00 | CI0.98 | BuyBuy | Joint | Jan 15, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 47 | JT | The Hershey Company Common Stock (HSY) [ST] filing_status: New | subholding_of: Merrill Lynch Tax Efficient Core | HSY | P | 01/15/2025 | 02/07/2025 | $1,001 - $15,000 | 1.00 | HSY0.98 | BuyBuy | Joint | Jan 15, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 48 | JT | Uber Technologies, Inc. Common Stock (UBER) [ST] filing_status: New | subholding_of: Merrill Lynch Tax Efficient Core | UBER | P | 01/15/2025 | 02/07/2025 | $1,001 - $15,000 | 1.00 | UBER0.98 | BuyBuy | Joint | Jan 15, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 49 | JT | Verizon Communications Inc. Common Stock (VZ) [ST] filing_status: New | subholding_of: Merrill Lynch Tax Efficient Core | VZ | S (partial) | 01/15/2025 | 02/07/2025 | $1,001 - $15,000 | 1.00 | VZ0.98 | PartialPartial sale | Joint | Jan 15, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 50 | JT | Walgreens Boots Alliance, Inc. - Common Stock (WBA) [ST] filing_status: New | subholding_of: Merrill Lynch Tax Efficient Core | WBA | P | 01/15/2025 | 02/07/2025 | $1,001 - $15,000 | 1.00 | —0.60 | BuyBuy | Joint | Jan 15, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 51 | JT | Walmart Inc. Common Stock (WMT) [ST] filing_status: New | subholding_of: Chase Brokerage Account (3935) | WMT | S (partial) | 01/17/2025 | 02/11/2025 | $1,001 - $15,000 | 1.00 | WMT0.98 | PartialPartial sale | Joint | Jan 17, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |