Official filing metadata
- Filer (as printed)
- Hon. Julie Johnson
- Office (as printed)
- TX32
- Chamber
- House
- Filing type
- ptr
- Filing date
- Oct 7, 2025
- Filing year
- 2025
- Document format
Processing (ours)
- Status
- Parsed
- Rows parsed
- 20
- Parser version
- house_pdf_v1
- Fetched
- Sep 8, 2026
- Parsed
- Sep 8, 2026
- Internal id
- 634
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 · 20
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 | A.O. Smith Corporation Common Stock (AOS) [ST] filing_status: New | subholding_of: Merrill Lynch Long Term Growth | AOS | S | 09/25/2025 | 10/07/2025 | $1,001 - $15,000 | 1.00 | AOS0.98 | SellSell | Joint | Sep 25, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 2 | JT | Ameren Corporation Common Stock (AEE) [ST] filing_status: New | subholding_of: Merrill Lynch Long Term Growth | AEE | S | 09/25/2025 | 10/07/2025 | $1,001 - $15,000 | 1.00 | AEE0.98 | SellSell | Joint | Sep 25, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 3 | JT | Colgate-Palmolive Company Common Stock (CL) [ST] filing_status: New | subholding_of: Merrill Lynch Long Term Growth | CL | S | 09/25/2025 | 10/07/2025 | $1,001 - $15,000 | 1.00 | CL0.98 | SellSell | Joint | Sep 25, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 4 | JT | DaVita Inc. Common Stock (DVA) [ST] filing_status: New | subholding_of: Merrill Lynch Long Term Growth | DVA | S | 09/25/2025 | 10/07/2025 | $1,001 - $15,000 | 1.00 | DVA0.98 | SellSell | Joint | Sep 25, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 5 | JT | DBA Sempra Common Stock (SRE) [ST] filing_status: New | subholding_of: Merrill Lynch Long Term Growth | SRE | S | 09/25/2025 | 10/07/2025 | $1,001 - $15,000 | 1.00 | SRE0.98 | SellSell | Joint | Sep 25, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 6 | JT | Equinix, Inc. - Common Stock (EQIX) [ST] filing_status: New | subholding_of: Merrill Lynch Long Term Growth | EQIX | S | 09/25/2025 | 10/07/2025 | $1,001 - $15,000 | 1.00 | EQIX0.98 | SellSell | Joint | Sep 25, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 7 | JT | Exxon Mobil Corporation Common Stock (XOM) [ST] filing_status: New | subholding_of: Chase Brokerage Account (3935) | XOM | S | 09/16/2025 | 10/06/2025 | $1,001 - $15,000 | 1.00 | XOM0.98 | SellSell | Joint | Sep 16, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 8 | JT | Honeywell International Inc. (HON) [ST] filing_status: New | subholding_of: Merrill Lynch Long Term Growth | HON | S | 09/25/2025 | 10/07/2025 | $1,001 - $15,000 | 1.00 | HON0.98 | SellSell | Joint | Sep 25, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 9 | JT | KeyCorp Common Stock (KEY) [ST] filing_status: New | subholding_of: Merrill Lynch Long Term Growth | KEY | S | 09/25/2025 | 10/07/2025 | $1,001 - $15,000 | 1.00 | KEY0.98 | SellSell | Joint | Sep 25, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 10 | JT | LyondellBasell Industries NV Ordinary Shares Class A (LYB) [ST] filing_status: New | subholding_of: Merrill Lynch Long Term Growth | LYB | S | 09/25/2025 | 10/07/2025 | $1,001 - $15,000 | 1.00 | LYB0.98 | SellSell | Joint | Sep 25, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 11 | JT | McCormick & Company, Incorporated Common Stock (MKC) [ST] filing_status: New | subholding_of: Merrill Lynch Long Term Growth | MKC | S | 09/25/2025 | 10/07/2025 | $1,001 - $15,000 | 1.00 | MKC0.98 | SellSell | Joint | Sep 25, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 12 | JT | Molson Coors Beverage Company Class B Common Stock (TAP) [ST] filing_status: New | subholding_of: Merrill Lynch Long Term Growth | TAP | S | 09/25/2025 | 10/07/2025 | $1,001 - $15,000 | 1.00 | TAP0.98 | SellSell | Joint | Sep 25, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 13 | JT | Monster Beverage Corporation - Common Stock (MNST) [ST] filing_status: New | subholding_of: Merrill Lynch Long Term Growth | MNST | S | 09/25/2025 | 10/07/2025 | $1,001 - $15,000 | 1.00 | MNST0.98 | SellSell | Joint | Sep 25, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 14 | JT | Paychex, Inc. - Common Stock (PAYX) [ST] filing_status: New | subholding_of: Merrill Lynch Long Term Growth | PAYX | S | 09/25/2025 | 10/07/2025 | $1,001 - $15,000 | 1.00 | PAYX0.98 | SellSell | Joint | Sep 25, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 15 | JT | Paycom Software, Inc. Common Stock (PAYC) [ST] filing_status: New | subholding_of: Merrill Lynch Long Term Growth | PAYC | S | 09/25/2025 | 10/07/2025 | $1,001 - $15,000 | 1.00 | PAYC0.98 | SellSell | Joint | Sep 25, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 16 | JT | Rollins, Inc. Common Stock (ROL) [ST] filing_status: New | subholding_of: Merrill Lynch Long Term Growth | ROL | S | 09/25/2025 | 10/07/2025 | $1,001 - $15,000 | 1.00 | ROL0.98 | SellSell | Joint | Sep 25, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 17 | JT | The Cigna Group Common Stock (CI) [ST] filing_status: New | subholding_of: Merrill Lynch Long Term Growth | CI | S | 09/25/2025 | 10/07/2025 | $1,001 - $15,000 | 1.00 | CI0.98 | SellSell | Joint | Sep 25, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 18 | JT | UDR, Inc. Common Stock (UDR) [ST] filing_status: New | subholding_of: Merrill Lynch Long Term Growth | UDR | S | 09/25/2025 | 10/07/2025 | $1,001 - $15,000 | 1.00 | UDR0.98 | SellSell | Joint | Sep 25, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 19 | JT | WEC Energy Group, Inc. Common Stock (WEC) [ST] filing_status: New | subholding_of: Merrill Lynch Long Term Growth | WEC | S | 09/25/2025 | 10/07/2025 | $1,001 - $15,000 | 1.00 | WEC0.98 | SellSell | Joint | Sep 25, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |
| 20 | JT | Xcel Energy Inc. (XEL) [ST] filing_status: New | subholding_of: Merrill Lynch Long Term Growth | XEL | S | 09/25/2025 | 10/07/2025 | $1,001 - $15,000 | 1.00 | XEL0.98 | SellSell | Joint | Sep 25, 2025 | $1,001 - $15,000mid $8K | Stock | modelled |