saleCCIMerrill Lynch Managed Account Crown Castle Inc. Common Stock$1,001 - $15,000↗ Traded Aug 6, 2026· disclosed Aug 7, 2026
purchaseKLACMerrill Lynch Managed Account KLA Corporation - Common Stock$1,001 - $15,000↗ Traded Jul 1, 2026· disclosed Aug 7, 2026
saleLLYMerrill Lynch Managed Account Eli Lilly and Company Common Stock$1,001 - $15,000↗ Traded Jul 1, 2026· disclosed Aug 7, 2026
- Potential conflict Sits on the House Committee on Energy and Commerce, which oversees the health sector — sale of LLY.↗
purchaseGOOGL. Alphabet Inc. - Class A Common Stock$1,001 - $15,000↗ Traded Jun 29, 2026· disclosed Aug 7, 2026
- Potential conflict Sits on the House Committee on Energy and Commerce, which oversees the tech sector — purchase of GOOGL.↗
purchaseGOOGLMerrill Lynch Managed Account Alphabet Inc. - Class A Common Stock$1,001 - $15,000↗ Traded Jun 25, 2026· disclosed Aug 7, 2026
- Potential conflict Sits on the House Committee on Energy and Commerce, which oversees the tech sector — purchase of GOOGL.↗
purchaseMUMerrill Lynch Managed Account Micron Technology, Inc. - Common Stock$1,001 - $15,000↗ Traded Jun 25, 2026· disclosed Aug 7, 2026
purchaseNVDAMerrill Lynch Managed Account NVIDIA Corporation - Common Stock$1,001 - $15,000↗ Traded Jun 25, 2026· disclosed Aug 7, 2026
- Potential conflict Sits on the House Committee on Energy and Commerce, which oversees the tech sector — purchase of NVDA.↗
saleAMZNMerrill Lynch Managed Account Amazon.com, Inc. - Common Stock$1,001 - $15,000↗ Traded Jun 25, 2026· disclosed Aug 7, 2026
- Potential conflict Sits on the House Committee on Energy and Commerce, which oversees the tech sector — sale of AMZN.↗
saleAAPLMerrill Lynch Managed Account Apple Inc. - Common Stock$1,001 - $15,000↗ Traded Jun 25, 2026· disclosed Aug 7, 2026
- Potential conflict Sits on the House Committee on Energy and Commerce, which oversees the tech sector — sale of AAPL.↗
saleMSFTMerrill Lynch Managed Account Microsoft Corporation - Common Stock$1,001 - $15,000↗ Traded Jun 25, 2026· disclosed Aug 7, 2026
- Potential conflict Sits on the House Committee on Energy and Commerce, which oversees the tech sector — sale of MSFT.↗
purchaseMETAMerrill Lynch Managed Account Meta Platforms, Inc. - Class A Common Stock$1,001 - $15,000↗ Traded May 6, 2026· disclosed Aug 7, 2026
- Potential conflict Sits on the House Committee on Energy and Commerce, which oversees the tech sector — purchase of META.↗
- Late disclosure Disclosed 93 days after the trade — the STOCK Act requires disclosure within 45 days.↗
salePLTRMerrill Lynch Managed Account Palantir Technologies Inc. - Class A Common Stock$1,001 - $15,000↗ Traded May 6, 2026· disclosed Aug 7, 2026
- Potential conflict Sits on the House Committee on Energy and Commerce, which oversees the tech sector — sale of PLTR.↗
- Late disclosure Disclosed 93 days after the trade — the STOCK Act requires disclosure within 45 days.↗
saleMSFTMerrill Lynch Managed Account Microsoft Corporation - Common Stock$1,001 - $15,000↗ Traded Feb 20, 2026· disclosed Aug 7, 2026
- Potential conflict Sits on the House Committee on Energy and Commerce, which oversees the tech sector — sale of MSFT.↗
- Late disclosure Disclosed 168 days after the trade — the STOCK Act requires disclosure within 45 days.↗
purchaseMSFTMerrill Lynch Managed Account Microsoft Corporation - Common Stock$1,001 - $15,000↗ Traded Feb 5, 2026· disclosed Aug 7, 2026
- Potential conflict Sits on the House Committee on Energy and Commerce, which oversees the tech sector — purchase of MSFT.↗
- Late disclosure Disclosed 183 days after the trade — the STOCK Act requires disclosure within 45 days.↗
saleMETAMerrill Lynch Managed Account . Meta Platforms, Inc. - Class A Common Stock$1,001 - $15,000↗ Traded Jan 9, 2026· disclosed Aug 7, 2026
- Potential conflict Sits on the House Committee on Energy and Commerce, which oversees the tech sector — sale of META.↗
- Late disclosure Disclosed 210 days after the trade — the STOCK Act requires disclosure within 45 days.↗
purchasePLTRMerrill Lynch Managed Account Palantir Technologies Inc. - Class A Common Stock$1,001 - $15,000↗ Traded Jan 9, 2026· disclosed Aug 7, 2026
- Potential conflict Sits on the House Committee on Energy and Commerce, which oversees the tech sector — purchase of PLTR.↗
- Late disclosure Disclosed 210 days after the trade — the STOCK Act requires disclosure within 45 days.↗
purchaseLLYMerrill Lynch Managed Account Eli Lilly and Company Common Stock$1,001 - $15,000↗ Traded Jan 2, 2026· disclosed Aug 7, 2026
- Potential conflict Sits on the House Committee on Energy and Commerce, which oversees the health sector — purchase of LLY.↗
- Late disclosure Disclosed 217 days after the trade — the STOCK Act requires disclosure within 45 days.↗
purchaseKOMerrill Lynch Managed Account Coca-Cola Company$1,001 - $15,000↗ Traded Dec 3, 2025· disclosed Aug 7, 2026
- Late disclosure Disclosed 247 days after the trade — the STOCK Act requires disclosure within 45 days.↗
saleLLYMerrill Lynch Managed Account Eli Lilly and Company Common Stock$1,001 - $15,000↗ Traded Dec 2, 2025· disclosed Aug 7, 2026
- Potential conflict Sits on the House Committee on Energy and Commerce, which oversees the health sector — sale of LLY.↗
- Late disclosure Disclosed 248 days after the trade — the STOCK Act requires disclosure within 45 days.↗
saleAAPLMerrill Lynch Managed Account Filing # 35147 . Apple Inc. - Common Stock$1,001 - $15,000↗ Traded Oct 27, 2025· disclosed Aug 7, 2026
- Potential conflict Sits on the House Committee on Energy and Commerce, which oversees the tech sector — sale of AAPL.↗
- Late disclosure Disclosed 284 days after the trade — the STOCK Act requires disclosure within 45 days.↗
saleGEVMerrill Lynch Managed Account GE Vernova Inc. Common Stock$1,001 - $15,000↗ Traded Oct 6, 2025· disclosed Aug 7, 2026
- Late disclosure Disclosed 305 days after the trade — the STOCK Act requires disclosure within 45 days.↗
purchaseMETAMerrill Lynch Managed Account Meta Platforms, Inc. - Class A Common Stock$1,001 - $15,000↗ Traded Sep 18, 2025· disclosed Aug 7, 2026
- Potential conflict Sits on the House Committee on Energy and Commerce, which oversees the tech sector — purchase of META.↗
- Late disclosure Disclosed 323 days after the trade — the STOCK Act requires disclosure within 45 days.↗
purchaseNVDAMerrill Lynch Managed Account NVIDIA Corporation - Common Stock$1,001 - $15,000↗ Traded Aug 1, 2025· disclosed Aug 7, 2026
- Potential conflict Sits on the House Committee on Energy and Commerce, which oversees the tech sector — purchase of NVDA.↗
- Late disclosure Disclosed 371 days after the trade — the STOCK Act requires disclosure within 45 days.↗
purchaseAAPLMerrill Lynch Managed Account Apple Inc. - Common Stock$1,001 - $15,000↗ Traded Aug 1, 2025· disclosed Aug 7, 2026
- Potential conflict Sits on the House Committee on Energy and Commerce, which oversees the tech sector — purchase of AAPL.↗
- Late disclosure Disclosed 371 days after the trade — the STOCK Act requires disclosure within 45 days.↗
saleNVDAMerrill Lynch Managed Account . NVIDIA Corporation - Common Stock$1,001 - $15,000↗ Traded Jul 31, 2025· disclosed Aug 7, 2026
- Potential conflict Sits on the House Committee on Energy and Commerce, which oversees the tech sector — sale of NVDA.↗
- Late disclosure Disclosed 372 days after the trade — the STOCK Act requires disclosure within 45 days.↗
