Educational and informational only, not personalized investment advice. Based on public filings that may be delayed or contain errors; verify with the original filings. Disclaimer
Reported trades
40
5 reports · Nov 26, 2024 – Oct 16, 2026
Purchases / sales
16 / 24
24 different tickers
Est. purchases ⓘEstimate only: the sum of the midpoints of the reported dollar ranges. The real amounts can be anywhere inside each range.
Est. $128.01K
midpoint of reported ranges totalling $16.02K–$240.00K
Est. sales ⓘEstimate only: the sum of the midpoints of the reported dollar ranges.
Est. $326.01K
midpoint of reported ranges totalling $122.02K–$530.00K
Avg. filing delay ⓘAverage number of days between a trade and the date it was reported. The STOCK Act deadline is 45 days after the trade.
196 days
22 of 40 trades reported late (over 45 days)
Trades per month
Number of reported purchases and sales, by trade date
Column filters
Column filters
| Date ↓ | Ticker | Asset | Type | Reported range ⓘThe dollar range the politician reported. Exact amounts are not disclosed. | Est. size ⓘOur estimate only: the midpoint of the reported range. | Owner | Account ⓘSubholding Of: the account the trade was in, as named on the report (e.g. an IRA or a brokerage account). The same stock bought on the same day in different accounts is a separate trade in each account. | Filed | Filing delay ⓘDays between the trade and the report. Over 45 days is late under the STOCK Act. | Source |
|---|---|---|---|---|---|---|---|---|---|---|
| Oct 16, 2026 | GOOG | Alphabet Inc. - Class C Capital Stock (GOOG) [ST] | Sale | $50,001 - $100,000 | Est. $75,000 (midpoint of reported range $50,001–$100,000) | Self | Merrill Lynch Roth IRA | Oct 19, 2026 | 3 days | PTR ↗ |
| Oct 16, 2026 | WSBC | WesBanco, Inc. - Common Stock (WSBC) [ST] | Sale | $1,001 - $15,000 | Est. $8,000 (midpoint of reported range $1,001–$15,000) | Self | Merrill Lynch Roth IRA | Oct 19, 2026 | 3 days | PTR ↗ |
| Sep 28, 2026 | MSFT | Microsoft Corporation - Common Stock (MSFT) [ST] | Sale (partial) | $1,001 - $15,000 | Est. $8,000 (midpoint of reported range $1,001–$15,000) | Self | Merrill Lynch SIMPLE Managed Account | Oct 2, 2026 | 4 days | PTR ↗ |
| Sep 3, 2026 | GS | Goldman Sachs Group, Inc. (GS) [ST] | Purchase | $1,001 - $15,000 | Est. $8,000 (midpoint of reported range $1,001–$15,000) | Self | — | Oct 2, 2026 | 29 days | PTR ↗ |
| Sep 3, 2026 | WFC | Wells Fargo & Company Common Stock (WFC) [ST] | Sale (partial) | $1,001 - $15,000 | Est. $8,000 (midpoint of reported range $1,001–$15,000) | Self | Merrill Lynch SIMPLE Managed Account | Oct 2, 2026 | 29 days | PTR ↗ |
| Aug 24, 2026 | GOOGL | Alphabet Inc. - Class A Common Stock (GOOGL) [ST] | Sale (partial) | $50,001 - $100,000 | Est. $75,000 (midpoint of reported range $50,001–$100,000) | Self | Merrill Lynch Roth IRA | Aug 25, 2026 | 1 day | PTR ↗ |
| Aug 12, 2026 | ALL | Allstate Corporation (ALL) [ST] | Sale | $1,001 - $15,000 | Est. $8,000 (midpoint of reported range $1,001–$15,000) | Self | — | Sep 2, 2026 | 21 days | PTR ↗ |
| Aug 7, 2026 | EQIX | Equinix, Inc. - Common Stock (EQIX) [ST] | Purchase | $1,001 - $15,000 | Est. $8,000 (midpoint of reported range $1,001–$15,000) | Self | Merrill Lynch SIMPLE Managed Account | Sep 2, 2026 | 26 days | PTR ↗ |
| Aug 6, 2026 | CCI | Crown Castle Inc. Common Stock (CCI) [ST] | Sale | $1,001 - $15,000 | Est. $8,000 (midpoint of reported range $1,001–$15,000) | Self | Merrill Lynch Managed Account | Aug 7, 2026 | 1 day | PTR ↗ |
| Jul 1, 2026 | LLY | Eli Lilly and Company Common Stock (LLY) [ST] | Sale | $1,001 - $15,000 | Est. $8,000 (midpoint of reported range $1,001–$15,000) | Self | Merrill Lynch Managed Account | Aug 7, 2026 | 37 days | PTR ↗ |
| Jul 1, 2026 | KLAC | KLA Corporation - Common Stock (KLAC) [ST] | Purchase | $1,001 - $15,000 | Est. $8,000 (midpoint of reported range $1,001–$15,000) | Self | Merrill Lynch Managed Account | Aug 7, 2026 | 37 days | PTR ↗ |
| Jun 29, 2026 | GOOGL | Alphabet Inc. - Class A Common Stock (GOOGL) [ST] | Purchase | $1,001 - $15,000 | Est. $8,000 (midpoint of reported range $1,001–$15,000) | Self | Merrill Lynch Managed Account | Aug 7, 2026 | 39 days | PTR ↗ |
| Jun 25, 2026 | GOOGL | Alphabet Inc. - Class A Common Stock (GOOGL) [ST] | Purchase | $1,001 - $15,000 | Est. $8,000 (midpoint of reported range $1,001–$15,000) | Self | Merrill Lynch Managed Account | Aug 7, 2026 | 43 days | PTR ↗ |
| Jun 25, 2026 | AMZN | Amazon.com, Inc. - Common Stock (AMZN) [ST] | Sale | $1,001 - $15,000 | Est. $8,000 (midpoint of reported range $1,001–$15,000) | Self | Merrill Lynch Managed Account | Aug 7, 2026 | 43 days | PTR ↗ |
| Jun 25, 2026 | AAPL | Apple Inc. - Common Stock (AAPL) [ST] | Sale | $1,001 - $15,000 | Est. $8,000 (midpoint of reported range $1,001–$15,000) | Self | Merrill Lynch Managed Account | Aug 7, 2026 | 43 days | PTR ↗ |
| Jun 25, 2026 | MU | Micron Technology, Inc. - Common Stock (MU) [ST] | Purchase | $1,001 - $15,000 | Est. $8,000 (midpoint of reported range $1,001–$15,000) | Self | Merrill Lynch Managed Account | Aug 7, 2026 | 43 days | PTR ↗ |
| Jun 25, 2026 | MSFT | Microsoft Corporation - Common Stock (MSFT) [ST] | Sale | $1,001 - $15,000 | Est. $8,000 (midpoint of reported range $1,001–$15,000) | Self | Merrill Lynch Managed Account | Aug 7, 2026 | 43 days | PTR ↗ |
| Jun 25, 2026 | NVDA | NVIDIA Corporation - Common Stock (NVDA) [ST] | Purchase | $1,001 - $15,000 | Est. $8,000 (midpoint of reported range $1,001–$15,000) | Self | Merrill Lynch Managed Account | Aug 7, 2026 | 43 days | PTR ↗ |
| May 6, 2026 | META | Meta Platforms, Inc. - Class A Common Stock (META) [ST] | Purchase | $1,001 - $15,000 | Est. $8,000 (midpoint of reported range $1,001–$15,000) | Self | Merrill Lynch Managed Account | Aug 7, 2026 | 93 days Late | PTR ↗ |
| May 6, 2026 | PLTR | Palantir Technologies Inc. - Class A Common Stock (PLTR) [ST] | Sale | $1,001 - $15,000 | Est. $8,000 (midpoint of reported range $1,001–$15,000) | Self | Merrill Lynch Managed Account | Aug 7, 2026 | 93 days Late | PTR ↗ |
| Feb 20, 2026 | MSFT | Microsoft Corporation - Common Stock (MSFT) [ST] | Sale | $1,001 - $15,000 | Est. $8,000 (midpoint of reported range $1,001–$15,000) | Self | Merrill Lynch Managed Account | Aug 7, 2026 | 168 days Late | PTR ↗ |
| Feb 5, 2026 | MSFT | Microsoft Corporation - Common Stock (MSFT) [ST] | Purchase | $1,001 - $15,000 | Est. $8,000 (midpoint of reported range $1,001–$15,000) | Self | Merrill Lynch Managed Account | Aug 7, 2026 | 183 days Late | PTR ↗ |
| Jan 9, 2026 | META | Meta Platforms, Inc. - Class A Common Stock (META) [ST] | Sale | $1,001 - $15,000 | Est. $8,000 (midpoint of reported range $1,001–$15,000) | Self | Merrill Lynch Managed Account | Aug 7, 2026 | 210 days Late | PTR ↗ |
| Jan 9, 2026 | PLTR | Palantir Technologies Inc. - Class A Common Stock (PLTR) [ST] | Purchase | $1,001 - $15,000 | Est. $8,000 (midpoint of reported range $1,001–$15,000) | Self | Merrill Lynch Managed Account | Aug 7, 2026 | 210 days Late | PTR ↗ |
| Jan 2, 2026 | LLY | Eli Lilly and Company Common Stock (LLY) [ST] | Purchase | $1,001 - $15,000 | Est. $8,000 (midpoint of reported range $1,001–$15,000) | Self | Merrill Lynch Managed Account | Aug 7, 2026 | 217 days Late | PTR ↗ |
| Dec 3, 2025 | KO | Coca-Cola Company (KO) [ST] | Purchase | $1,001 - $15,000 | Est. $8,000 (midpoint of reported range $1,001–$15,000) | Self | — | Aug 7, 2026 | 247 days Late | PTR ↗ |
| Dec 2, 2025 | LLY | Eli Lilly and Company Common Stock (LLY) [ST] | Sale | $1,001 - $15,000 | Est. $8,000 (midpoint of reported range $1,001–$15,000) | Self | Merrill Lynch Managed Account | Aug 7, 2026 | 248 days Late | PTR ↗ |
| Oct 27, 2025 | AAPL | Apple Inc. - Common Stock (AAPL) [ST] | Sale | $1,001 - $15,000 | Est. $8,000 (midpoint of reported range $1,001–$15,000) | Self | Merrill Lynch Managed Account | Aug 7, 2026 | 284 days Late | PTR ↗ |
| Oct 6, 2025 | GEV | GE Vernova Inc. Common Stock (GEV) [ST] | Sale | $1,001 - $15,000 | Est. $8,000 (midpoint of reported range $1,001–$15,000) | Self | Merrill Lynch Managed Account | Aug 7, 2026 | 305 days Late | PTR ↗ |
| Sep 18, 2025 | META | Meta Platforms, Inc. - Class A Common Stock (META) [ST] | Purchase | $1,001 - $15,000 | Est. $8,000 (midpoint of reported range $1,001–$15,000) | Self | Merrill Lynch Managed Account | Aug 7, 2026 | 323 days Late | PTR ↗ |
| Aug 1, 2025 | AAPL | Apple Inc. - Common Stock (AAPL) [ST] | Purchase | $1,001 - $15,000 | Est. $8,000 (midpoint of reported range $1,001–$15,000) | Self | Merrill Lynch Managed Account | Aug 7, 2026 | 371 days Late | PTR ↗ |
| Aug 1, 2025 | NVDA | NVIDIA Corporation - Common Stock (NVDA) [ST] | Purchase | $1,001 - $15,000 | Est. $8,000 (midpoint of reported range $1,001–$15,000) | Self | Merrill Lynch Managed Account | Aug 7, 2026 | 371 days Late | PTR ↗ |
| Jul 31, 2025 | NVDA | NVIDIA Corporation - Common Stock (NVDA) [ST] | Sale | $1,001 - $15,000 | Est. $8,000 (midpoint of reported range $1,001–$15,000) | Self | Merrill Lynch Managed Account | Aug 7, 2026 | 372 days Late | PTR ↗ |
| Jul 3, 2025 | GOOGL | Alphabet Inc. - Class A Common Stock (GOOGL) [ST] | Sale | $1,001 - $15,000 | Est. $8,000 (midpoint of reported range $1,001–$15,000) | Self | Merrill Lynch Managed Account | Aug 7, 2026 | 400 days Late | PTR ↗ |
| Jul 3, 2025 | AMZN | Amazon.com, Inc. - Common Stock (AMZN) [ST] | Sale | $1,001 - $15,000 | Est. $8,000 (midpoint of reported range $1,001–$15,000) | Self | Merrill Lynch Managed Account | Aug 7, 2026 | 400 days Late | PTR ↗ |
| May 7, 2025 | PRU | Prudential Financial, Inc. Common Stock (PRU) [ST] | Sale | $1,001 - $15,000 | Est. $8,000 (midpoint of reported range $1,001–$15,000) | Self | Merrill Lynch Managed Account | Aug 7, 2026 | 457 days Late | PTR ↗ |
| Jan 14, 2025 | ORCL | Oracle Corporation Common Stock (ORCL) [ST] | Purchase | $1,001 - $15,000 | Est. $8,000 (midpoint of reported range $1,001–$15,000) | Self | Merrill Lynch Managed Account | Aug 7, 2026 | 570 days Late | PTR ↗ |
| Dec 16, 2024 | NOW | ServiceNow, Inc. Common Stock (NOW) [ST] | Sale | $1,001 - $15,000 | Est. $8,000 (midpoint of reported range $1,001–$15,000) | Self | Merrill Lynch Managed Account | Aug 7, 2026 | 599 days Late | PTR ↗ |
| Dec 12, 2024 | TMO | Thermo Fisher Scientific Inc Common Stock (TMO) [ST] | Sale | $1,001 - $15,000 | Est. $8,000 (midpoint of reported range $1,001–$15,000) | Self | Merrill Lynch Managed Account | Aug 7, 2026 | 603 days Late | PTR ↗ |
| Nov 26, 2024 | PFE | Pfizer, Inc. Common Stock (PFE) [ST] | Sale | $1,001 - $15,000 | Est. $8,000 (midpoint of reported range $1,001–$15,000) | Self | — | Aug 7, 2026 | 619 days Late | PTR ↗ |
5 Periodic Transaction Reports on file
- PTR 20035671 · filed Oct 19, 2026 · 2 trades
- PTR 20035558 · filed Oct 2, 2026 · 3 trades
- PTR 20035365 · filed Sep 2, 2026 · 2 trades
- PTR 20035309 · filed Aug 25, 2026 · 1 trade
- PTR 20035147 · filed Aug 7, 2026 · 32 trades