Official filing metadata
- Filer (as printed)
- Hon. Julie Johnson
- Office (as printed)
- TX32
- Chamber
- House
- Filing type
- ptr
- Filing date
- Mar 12, 2025
- Filing year
- 2025
- Document format
Processing (ours)
- Status
- Parsed
- Rows parsed
- 49
- Parser version
- house_pdf_v1
- Fetched
- Sep 8, 2026
- Parsed
- Sep 8, 2026
- Internal id
- 627
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 · 49
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 | Albemarle Corporation Common Stock (ALB) [ST] filing_status: New | subholding_of: Merrill Lynch Tax Efficient Core | ALB | S | 02/12/2025 | 03/06/2025 | $1,001 - $15,000 | 1.00 | ALB0.98 | SellSell | Joint | Feb 12, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 2 | JT | Amdocs Limited - Ordinary Shares (DOX) [ST] filing_status: New | subholding_of: Merrill Lynch Long Term Growth | DOX | S | 02/11/2025 | 03/06/2025 | $1,001 - $15,000 | 1.00 | DOX0.98 | SellSell | Joint | Feb 11, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 3 | JT | Aptiv PLC Ordinary Shares (APTV) [ST] filing_status: New | subholding_of: Merrill Lynch Tax Efficient Core | APTV | P | 02/12/2025 | 03/06/2025 | $1,001 - $15,000 | 1.00 | APTV0.98 | BuyBuy | Joint | Feb 12, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 4 | JT | Arista Networks, Inc. Common Stock (ANET) [ST] filing_status: New | subholding_of: Merrill Lynch Tax Efficient Core | ANET | P | 02/12/2025 | 03/06/2025 | $1,001 - $15,000 | 1.00 | ANET0.98 | BuyBuy | Joint | Feb 12, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 5 | JT | BlackRock, Inc. Common Stock (BLK) [ST] filing_status: New | subholding_of: Chase Brokerage Account (3935) | BLK | S (partial) | 02/24/2025 | 03/06/2025 | $1,001 - $15,000 | 1.00 | BLK0.98 | PartialPartial sale | Joint | Feb 24, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 6 | JT | Boeing Company (BA) [ST] filing_status: New | subholding_of: Merrill Lynch Tax Efficient Core | BA | P | 02/12/2025 | 03/06/2025 | $1,001 - $15,000 | 1.00 | BA0.98 | BuyBuy | Joint | Feb 12, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 7 | JT | BorgWarner Inc. Common Stock (BWA) [ST] filing_status: New | subholding_of: Merrill Lynch Tax Efficient Core | BWA | P | 02/12/2025 | 03/06/2025 | $1,001 - $15,000 | 1.00 | BWA0.98 | BuyBuy | Joint | Feb 12, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 8 | JT | CACI International, Inc. Class A Common Stock (CACI) [ST] filing_status: New | subholding_of: Merrill Lynch Long Term Growth | CACI | S | 02/11/2025 | 03/06/2025 | $1,001 - $15,000 | 1.00 | CACI0.98 | SellSell | Joint | Feb 11, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 9 | JT | Capital One Financial Corporation Common Stock (COF) [ST] filing_status: New | subholding_of: Chase Brokerage Account (3935) | COF | P | 02/24/2025 | 03/06/2025 | $1,001 - $15,000 | 1.00 | COF0.98 | BuyBuy | Joint | Feb 24, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 10 | JT | Capital One Financial Corporation Common Stock (COF) [ST] filing_status: New | subholding_of: Chase Brokerage Account (3935) | COF | P | 02/14/2025 | 03/06/2025 | $1,001 - $15,000 | 1.00 | COF0.98 | BuyBuy | Joint | Feb 14, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 11 | JT | Chubb Limited Common Stock (CB) [ST] filing_status: New | subholding_of: Chase Brokerage Account (3935) | CB | S | 02/14/2025 | 03/06/2025 | $1,001 - $15,000 | 1.00 | CB0.98 | SellSell | Joint | Feb 14, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 12 | JT | Constellation Energy Corporation - Common Stock (CEG) [ST] filing_status: New | subholding_of: Merrill Lynch Tax Efficient Core | CEG | P | 02/12/2025 | 03/06/2025 | $1,001 - $15,000 | 1.00 | CEG0.98 | BuyBuy | Joint | Feb 12, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 13 | JT | Eaton Corporation, PLC Ordinary Shares (ETN) [ST] filing_status: New | subholding_of: Merrill Lynch Tax Efficient Core | ETN | P | 02/12/2025 | 03/06/2025 | $1,001 - $15,000 | 1.00 | ETN0.98 | BuyBuy | Joint | Feb 12, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 14 | JT | Eaton Corporation, PLC Ordinary Shares (ETN) [ST] filing_status: New | subholding_of: Chase Brokerage Account (3935) | ETN | P | 02/03/2025 | 03/06/2025 | $1,001 - $15,000 | 1.00 | ETN0.98 | BuyBuy | Joint | Feb 3, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 15 | JT | Edison International Common Stock (EIX) [ST] filing_status: New | subholding_of: Merrill Lynch Tax Efficient Core | EIX | P | 02/12/2025 | 03/06/2025 | $1,001 - $15,000 | 1.00 | EIX0.98 | BuyBuy | Joint | Feb 12, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 16 | JT | Enphase Energy, Inc. - Common Stock (ENPH) [ST] filing_status: New | subholding_of: Merrill Lynch Tax Efficient Core | ENPH | S | 02/12/2025 | 03/06/2025 | $1,001 - $15,000 | 1.00 | ENPH0.98 | SellSell | Joint | Feb 12, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 17 | JT | Estee Lauder Companies, Inc. (EL) [ST] filing_status: New | subholding_of: Merrill Lynch Tax Efficient Core | EL | S | 02/12/2025 | 03/06/2025 | $1,001 - $15,000 | 1.00 | EL0.98 | SellSell | Joint | Feb 12, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 18 | JT | Ford Motor Company Common Stock (F) [ST] filing_status: New | subholding_of: Merrill Lynch Tax Efficient Core | F | P | 02/12/2025 | 03/06/2025 | $1,001 - $15,000 | 1.00 | F0.98 | BuyBuy | Joint | Feb 12, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 19 | JT | Freeport-McMoRan, Inc. Common Stock (FCX) [ST] filing_status: New | subholding_of: Merrill Lynch Tax Efficient Core | FCX | P | 02/12/2025 | 03/06/2025 | $1,001 - $15,000 | 1.00 | FCX0.98 | BuyBuy | Joint | Feb 12, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 20 | JT | Goldman Sachs Group, Inc. (GS) [ST] filing_status: New | subholding_of: Chase Brokerage Account (3935) | — | P | 02/24/2025 | 03/06/2025 | $1,001 - $15,000 | 1.00 | GS0.95 | BuyBuy | Joint | Feb 24, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 21 | JT | Huntington Ingalls Industries, Inc. Common Stock (HII) [ST] filing_status: New | subholding_of: Merrill Lynch Tax Efficient Core | HII | S | 02/12/2025 | 03/06/2025 | $1,001 - $15,000 | 1.00 | HII0.98 | SellSell | Joint | Feb 12, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 22 | JT | Juniper Networks, Inc. Common Stock (JNPR) [ST] filing_status: New | subholding_of: Merrill Lynch Tax Efficient Core | JNPR | S | 02/12/2025 | 03/06/2025 | $1,001 - $15,000 | 1.00 | —0.60 | SellSell | Joint | Feb 12, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 23 | JT | MarketAxess Holdings, Inc. - Common Stock (MKTX) [ST] filing_status: New | subholding_of: Merrill Lynch Tax Efficient Core | MKTX | S | 02/12/2025 | 03/06/2025 | $1,001 - $15,000 | 1.00 | MKTX0.98 | SellSell | Joint | Feb 12, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 24 | JT | Microchip Technology Incorporated - Common Stock (MCHP) [ST] filing_status: New | subholding_of: Chase Brokerage Account (3935) | MCHP | S | 02/05/2025 | 03/06/2025 | $1,001 - $15,000 | 1.00 | MCHP0.98 | SellSell | Joint | Feb 5, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 25 | JT | Morgan Stanley Common Stock (MS) [ST] filing_status: New | subholding_of: Chase Brokerage Account (3935) | MS | S (partial) | 02/24/2025 | 03/06/2025 | $1,001 - $15,000 | 1.00 | MS0.98 | PartialPartial sale | Joint | Feb 24, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 26 | JT | Norfolk Southern Corporation Common Stock (NSC) [ST] filing_status: New | subholding_of: Chase Brokerage Account (3935) | NSC | S (partial) | 02/25/2025 | 03/06/2025 | $1,001 - $15,000 | 1.00 | NSC0.98 | PartialPartial sale | Joint | Feb 25, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 27 | JT | NXP Semiconductors N.V. - Common Stock (NXPI) [ST] filing_status: New | subholding_of: Chase Brokerage Account (3935) | NXPI | P | 02/05/2025 | 03/06/2025 | $1,001 - $15,000 | 1.00 | NXPI0.98 | BuyBuy | Joint | Feb 5, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 28 | JT | ON Semiconductor Corporation - Common Stock (ON) [ST] filing_status: New | subholding_of: Merrill Lynch Tax Efficient Core | ON | P | 02/12/2025 | 03/06/2025 | $1,001 - $15,000 | 1.00 | ON0.98 | BuyBuy | Joint | Feb 12, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 29 | JT | Palantir Technologies Inc. - Class A Common Stock (PLTR) [ST] filing_status: New | subholding_of: Merrill Lynch Tax Efficient Core | PLTR | P | 02/12/2025 | 03/06/2025 | $1,001 - $15,000 | 1.00 | PLTR0.98 | BuyBuy | Joint | Feb 12, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 30 | JT | PayPal Holdings, Inc. - Common Stock (PYPL) [ST] filing_status: New | subholding_of: Merrill Lynch Tax Efficient Core | PYPL | P | 02/12/2025 | 03/06/2025 | $1,001 - $15,000 | 1.00 | PYPL0.98 | BuyBuy | Joint | Feb 12, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 31 | JT | PayPal Holdings, Inc. - Common Stock (PYPL) [ST] filing_status: New | subholding_of: Merrill Lynch Long Term Growth | PYPL | S | 02/11/2025 | 03/06/2025 | $1,001 - $15,000 | 1.00 | PYPL0.98 | SellSell | Joint | Feb 11, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 32 | JT | Pfizer, Inc. Common Stock (PFE) [ST] filing_status: New | subholding_of: Merrill Lynch Tax Efficient Core | PFE | S | 02/12/2025 | 03/06/2025 | $1,001 - $15,000 | 1.00 | PFE0.98 | SellSell | Joint | Feb 12, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 33 | JT | PNC Financial Services Group, Inc. (PNC) [ST] filing_status: New | subholding_of: Chase Brokerage Account (3935) | PNC | S (partial) | 02/24/2025 | 03/06/2025 | $1,001 - $15,000 | 1.00 | PNC0.98 | PartialPartial sale | Joint | Feb 24, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 34 | JT | Progressive Corporation (PGR) [ST] filing_status: New | subholding_of: Chase Brokerage Account (3935) | PGR | P | 02/14/2025 | 03/06/2025 | $1,001 - $15,000 | 1.00 | PGR0.98 | BuyBuy | Joint | Feb 14, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 35 | JT | Progressive Corporation (PGR) [ST] filing_status: New | subholding_of: Chase Brokerage Account (3935) | PGR | P | 02/24/2025 | 03/06/2025 | $1,001 - $15,000 | 1.00 | PGR0.98 | BuyBuy | Joint | Feb 24, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 36 | JT | Regeneron Pharmaceuticals, Inc. - Common Stock (REGN) [ST] filing_status: New | subholding_of: Merrill Lynch Tax Efficient Core | REGN | S (partial) | 02/12/2025 | 03/06/2025 | $1,001 - $15,000 | 1.00 | REGN0.98 | PartialPartial sale | Joint | Feb 12, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 37 | JT | RTX Corporation Common Stock (RTX) [ST] filing_status: New | subholding_of: Chase Brokerage Account (3935) | RTX | P | 02/14/2025 | 03/06/2025 | $1,001 - $15,000 | 1.00 | RTX0.98 | BuyBuy | Joint | Feb 14, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 38 | JT | Teradyne, Inc. (TER) [ST] filing_status: New | subholding_of: Merrill Lynch Tax Efficient Core | TER | P | 02/12/2025 | 03/06/2025 | $1,001 - $15,000 | 1.00 | TER0.98 | BuyBuy | Joint | Feb 12, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 39 | JT | Tesla, Inc. - Common Stock (TSLA) [ST] filing_status: New | subholding_of: Merrill Lynch Long Term Growth | TSLA | S | 02/11/2025 | 03/06/2025 | $1,001 - $15,000 | 1.00 | TSLA0.98 | SellSell | Joint | Feb 11, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 40 | JT | Tesla, Inc. - Common Stock (TSLA) [ST] filing_status: New | subholding_of: Merrill Lynch Tax Efficient Core | TSLA | S | 02/12/2025 | 03/06/2025 | $15,001 - $50,000 | 1.00 | TSLA0.98 | SellSell | Joint | Feb 12, 2025 | $15,001 - $50,000mid $32.5K | Stock | modelled |
| 41 | JT | The AES Corporation Common Stock (AES) [ST] filing_status: New | subholding_of: Merrill Lynch Tax Efficient Core | AES | S | 02/12/2025 | 03/06/2025 | $1,001 - $15,000 | 1.00 | AES0.98 | SellSell | Joint | Feb 12, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 42 | JT | The Bank of New York Mellon Corporation Common Stock (BK) [ST] filing_status: New | subholding_of: Chase Brokerage Account (3935) | BK | P | 02/24/2025 | 03/06/2025 | $1,001 - $15,000 | 1.00 | BNY0.95 | BuyBuy | Joint | Feb 24, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewmodelled |
| 43 | JT | The Bank of New York Mellon Corporation Common Stock (BK) [ST] filing_status: New | subholding_of: Chase Brokerage Account (3935) | BK | P | 02/14/2025 | 03/06/2025 | $1,001 - $15,000 | 1.00 | BNY0.95 | BuyBuy | Joint | Feb 14, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewmodelled |
| 44 | JT | Truist Financial Corporation Common Stock (TFC) [ST] filing_status: New | subholding_of: Merrill Lynch Long Term Growth | TFC | S | 02/11/2025 | 03/06/2025 | $1,001 - $15,000 | 1.00 | TFC0.98 | SellSell | Joint | Feb 11, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 45 | JT | Union Pacific Corporation Common Stock (UNP) [ST] filing_status: New | subholding_of: Chase Brokerage Account (3935) | UNP | P | 02/25/2025 | 03/06/2025 | $1,001 - $15,000 | 1.00 | UNP0.98 | BuyBuy | Joint | Feb 25, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 46 | JT | Vistra Corp. Common Stock (VST) [ST] filing_status: New | subholding_of: Merrill Lynch Tax Efficient Core | VST | P | 02/12/2025 | 03/06/2025 | $1,001 - $15,000 | 1.00 | VST0.98 | BuyBuy | Joint | Feb 12, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 47 | JT | Walgreens Boots Alliance, Inc. - Common Stock (WBA) [ST] filing_status: New | subholding_of: Merrill Lynch Tax Efficient Core | WBA | S | 02/12/2025 | 03/06/2025 | $1,001 - $15,000 | 1.00 | —0.60 | SellSell | Joint | Feb 12, 2025 | $1,001 - $15,000mid $8K | Stock | Reviewnot modelled |
| 48 | JT | Wells Fargo & Company Common Stock (WFC) [ST] filing_status: New | subholding_of: Merrill Lynch Tax Efficient Core | WFC | P | 02/12/2025 | 03/06/2025 | $1,001 - $15,000 | 1.00 | WFC0.98 | BuyBuy | Joint | Feb 12, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 49 | JT | Zimmer Biomet Holdings, Inc. Common Stock (ZBH) [ST] filing_status: New | subholding_of: Merrill Lynch Long Term Growth | ZBH | S | 02/11/2025 | 03/06/2025 | $1,001 - $15,000 | 1.00 | ZBH0.98 | SellSell | Joint | Feb 11, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |