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Disclosed tradesShowing latest 100 of 241
| Date | Asset | Type | Amount | Filing |
|---|---|---|---|---|
| 2026-05-12 | ABT · Abbott Laboratories Common Stock | Sell | $1k – $15k | PTR |
| 2026-05-12 | ACN · Accenture plc Class A Ordinary Shares | Sell | $1k – $15k | PTR |
| 2026-02-02 | FITB · Fifth Third Bancorp - Common Stock | Exchange | $1k – $15k | PTR |
| 2025-12-18 | ABT · Abbott Laboratories Common Stock | Sell | $1k – $15k | — |
| 2025-12-18 | APD · Air Products and Chemicals, Inc. Common Stock | Sell | $1k – $15k | — |
| 2025-12-18 | AXP · American Express Company Common Stock | Sell | $1k – $15k | — |
| 2025-12-18 | AJG · Arthur J. Gallagher & Co. Common Stock | Sell | $1k – $15k | — |
| 2025-12-18 | BX · Blackstone Inc. Common Stock | Sell | $1k – $15k | — |
| 2025-12-18 | BMY · Bristol-Myers Squibb Company Common Stock | Sell | $1k – $15k | — |
| 2025-12-18 | CARR · Carrier Global Corporation Common Stock | Sell | $1k – $15k | — |
| 2025-12-18 | CVX · Chevron Corporation Common Stock | Sell | $1k – $15k | — |
| 2025-12-18 | CMS · CMS Energy Corporation Common Stock | Sell | $1k – $15k | — |
| 2025-12-18 | CMCSA · Comcast Corporation - Class A Common Stock | Sell | $1k – $15k | — |
| 2025-12-18 | DHR · Danaher Corporation Common Stock | Sell | $1k – $15k | — |
| 2025-12-18 | DOV · Dover Corporation Common Stock | Sell | $1k – $15k | — |
| 2025-12-18 | LLY · Eli Lilly and Company Common Stock | Sell | $1k – $15k | — |
| 2025-12-18 | FIS · Fidelity National Information Services, Inc. Common Stock | Sell | $1k – $15k | — |
| 2025-12-18 | GS · Goldman Sachs Group, Inc. | Sell | $1k – $15k | — |
| 2025-12-18 | IBM · International Business Machines Corporation Common Stock | Sell | $1k – $15k | — |
| 2025-12-18 | MCD · McDonald's Corporation Common Stock | Sell | $1k – $15k | — |
| 2025-12-18 | MRK · Merck & Company, Inc. Common Stock | Sell | $1k – $15k | — |
| 2025-12-18 | MDLZ · Mondelez International, Inc. - Class A Common Stock | Sell | $1k – $15k | — |
| 2025-12-18 | NEE · NextEra Energy, Inc. Common Stock | Sell | $1k – $15k | — |
| 2025-12-18 | NXPI · NXP Semiconductors N.V. - Common Stock | Sell | $1k – $15k | — |
| 2025-12-18 | PEP · Pepsico, Inc. | Sell | $1k – $15k | — |
| 2025-12-18 | PG · Procter & Gamble Company | Sell | $1k – $15k | — |
| 2025-12-18 | RTX · RTX Corporation Common Stock | Sell | $1k – $15k | — |
| 2025-12-18 | BK · The Bank of New York Mellon Corporation Common Stock | Sell | $1k – $15k | — |
| 2025-12-18 | TJX · TJX Companies, Inc. | Sell | $1k – $15k | — |
| 2025-12-18 | UNH · UnitedHealth Group Incorporated Common Stock | Sell | $1k – $15k | — |
| 2025-12-18 | WMT · Walmart Inc. - Common Stock | Sell | $1k – $15k | — |
| 2025-12-18 | XEL · Xcel Energy Inc. | Sell | $1k – $15k | — |
| 2025-12-09 | PEG · Public Service Enterprise Group Incorporated Common Stock | Sell | $1k – $15k | — |
| 2025-12-08 | CMS · CMS Energy Corporation Common Stock F S: New S O: Merrill Lynch Tax Efficient Core | Sell | $1k – $15k | PTR |
| 2025-12-08 | PEG · Public Service Enterprise Group Incorporated Common Stock | Buy | $1k – $15k | PTR |
| 2025-12-08 | PEG · Public Service Enterprise Group Incorporated Common Stock F S: New S O: Merrill Lynch Tax Efficient Core | Sell | $1k – $15k | PTR |
| 2025-12-08 | NOW · ServiceNow, Inc. Common Stock | Sell | $1k – $15k | PTR |
| 2025-12-08 | NOW · ServiceNow, Inc. Common Stock | Buy | $1k – $15k | PTR |
| 2025-12-02 | BA · Boeing Company | Buy | $1k – $15k | PTR |
| 2025-12-02 | BA · Boeing Company | Sell | $1k – $15k | PTR |
| 2025-11-03 | ADBE · Adobe Inc. - Common Stock | Sell | $1k – $15k | — |
| 2025-11-03 | IP · International Paper Company Common Stock | Sell | $1k – $15k | — |
| 2025-10-31 | GOOG · Alphabet Inc. - Class C Capital Stock | Buy | $1k – $15k | — |
| 2025-10-31 | PH · Parker-Hannifin Corporation Common Stock | Sell | $1k – $15k | — |
| 2025-10-30 | ADBE · Adobe Inc. - Common Stock | Buy | $1k – $15k | PTR |
| 2025-10-30 | ADBE · Adobe Inc. - Common Stock | Sell | $1k – $15k | PTR |
| 2025-10-30 | IP · International Paper Company Common Stock F S: New S O: Merrill Lynch Long Term Growth | Buy | $1k – $15k | PTR |
| 2025-10-30 | IP · International Paper Company Common Stock | Sell | $1k – $15k | PTR |
| 2025-10-30 | MDLZ · Mondelez International, Inc. - Class A Common Stock | Buy | $1k – $15k | PTR |
| 2025-10-30 | DGX · Quest Diagnostics Incorporated Common Stock | Sell | $1k – $15k | PTR |
| 2025-10-30 | DGX · Quest Diagnostics Incorporated Common Stock F S: New S O: Merrill Lynch Long Term Growth | Buy | $1k – $15k | PTR |
| 2025-10-30 | VRSK · Verisk Analytics, Inc. - Common Stock | Sell | $1k – $15k | PTR |
| 2025-10-30 | VRSK · Verisk Analytics, Inc. - Common Stock F S: New S O: Merrill Lynch Long Term Growth | Buy | $1k – $15k | PTR |
| 2025-10-22 | DE · Deere & Company Common Stock | Sell | $1k – $15k | — |
| 2025-10-21 | GOOG · Alphabet Inc. - Class C Capital Stock | Buy | $1k – $15k | — |
| 2025-10-21 | ALK · Alaska Air Group, Inc. Common Stock | Buy | $1k – $15k | PTR |
| 2025-10-21 | ALK · Alaska Air Group, Inc. Common Stock F S: New S O: Merrill Lynch Tax Efficient Core | Sell | $1k – $15k | PTR |
| 2025-10-21 | DE · Deere & Company Common Stock | Buy | $1k – $15k | PTR |
| 2025-10-21 | FFIV · F5, Inc. - Common Stock | Buy | $1k – $15k | PTR |
| 2025-10-21 | FFIV · F5, Inc. - Common Stock | Sell | $1k – $15k | PTR |
| 2025-10-21 | GEN · Gen Digital Inc. - Common Stock | Buy | $1k – $15k | PTR |
| 2025-10-21 | GEN · Gen Digital Inc. - Common Stock | Sell | $1k – $15k | PTR |
| 2025-10-21 | WY · Weyerhaeuser Company Common Stock | Sell | $1k – $15k | PTR |
| 2025-10-21 | WY · Weyerhaeuser Company Common Stock F S: New S O: Merrill Lynch Long Term Growth | Buy | $1k – $15k | PTR |
| 2025-10-07 | CARR · Carrier Global Corporation Common Stock | Buy | $1k – $15k | — |
| 2025-10-06 | FI · Fiserv, Inc. Common Stock | Sell | $1k – $15k | — |
| 2025-10-06 | KR · Kroger Company | Sell | $1k – $15k | — |
| 2025-10-03 | CARR · Carrier Global Corporation Common Stock | Sell | $1k – $15k | PTR |
| 2025-10-03 | CARR · Carrier Global Corporation Common Stock F S: New S O: Merrill Lynch Long Term Growth | Buy | $1k – $15k | PTR |
| 2025-10-03 | FISV · Fiserv, Inc. - Common Stock | Sell | $1k – $15k | PTR |
| 2025-10-03 | FISV · Fiserv, Inc. - Common Stock | Buy | $1k – $15k | PTR |
| 2025-10-03 | KR · Kroger Company | Buy | $1k – $15k | PTR |
| 2025-10-03 | KR · Kroger Company | Sell | $1k – $15k | PTR |
| 2025-10-03 | VRSN · VeriSign, Inc. - Common Stock | Buy | $1k – $15k | PTR |
| 2025-10-03 | VRSN · VeriSign, Inc. - Common Stock | Sell | $1k – $15k | PTR |
| 2025-09-25 | AEE · Ameren Corporation Common Stock | Sell | $1k – $15k | — |
| 2025-09-25 | DVA · DaVita Inc. Common Stock | Sell | $1k – $15k | — |
| 2025-09-25 | EQIX · Equinix, Inc. - Common Stock | Sell | $1k – $15k | — |
| 2025-09-25 | HON · Honeywell International Inc. | Sell | $1k – $15k | — |
| 2025-09-25 | LYB · LyondellBasell Industries NV Ordinary Shares Class A | Sell | $1k – $15k | — |
| 2025-09-25 | TAP · Molson Coors Beverage Company Class B Common Stock | Sell | $1k – $15k | — |
| 2025-09-25 | PAYX · Paychex, Inc. - Common Stock | Sell | $1k – $15k | — |
| 2025-09-25 | ROL · Rollins, Inc. Common Stock | Sell | $1k – $15k | — |
| 2025-09-25 | UDR · UDR, Inc. Common Stock | Sell | $1k – $15k | — |
| 2025-09-25 | XEL · Xcel Energy Inc. | Sell | $1k – $15k | — |
| 2025-09-23 | AOS · A.O. Smith Corporation Common Stock | Sell | $1k – $15k | PTR |
| 2025-09-23 | AOS · A.O. Smith Corporation Common Stock F S: New S O: Merrill Lynch Long Term Growth | Buy | $1k – $15k | PTR |
| 2025-09-23 | A · Agilent Technologies, Inc. Common Stock | Sell | $1k – $15k | PTR |
| 2025-09-23 | A · Agilent Technologies, Inc. Common Stock F S: New S O: Merrill Lynch Long Term Growth | Buy | $1k – $15k | PTR |
| 2025-09-23 | AEE · Ameren Corporation Common Stock | Sell | $1k – $15k | PTR |
| 2025-09-23 | AEE · Ameren Corporation Common Stock F S: New S O: Merrill Lynch Long Term Growth | Buy | $1k – $15k | PTR |
| 2025-09-23 | CL · Colgate-Palmolive Company Common Stock | Sell | $1k – $15k | PTR |
| 2025-09-23 | CL · Colgate-Palmolive Company Common Stock F S: New S O: Merrill Lynch Long Term Growth | Buy | $1k – $15k | PTR |
| 2025-09-23 | DVA · DaVita Inc. Common Stock | Buy | $1k – $15k | PTR |
| 2025-09-23 | DVA · DaVita Inc. Common Stock | Sell | $1k – $15k | PTR |
| 2025-09-23 | SRE · DBA Sempra Common Stock | Sell | $1k – $15k | PTR |
| 2025-09-23 | SRE · DBA Sempra Common Stock | Buy | $1k – $15k | PTR |
| 2025-09-23 | EQIX · Equinix, Inc. - Common Stock | Sell | $1k – $15k | PTR |
| 2025-09-23 | EQIX · Equinix, Inc. - Common Stock | Buy | $1k – $15k | PTR |
| 2025-09-23 | HON · Honeywell International Inc. | Sell | $1k – $15k | PTR |
Trades sourced from public US House & Senate periodic transaction reports (PTRs). Disclosures lag the trades they describe; amounts are disclosed as ranges. Educational only — not investment advice. Methodology: how we collect this.