| Ticker | Asset | Value |
|---|---|---|
| — | Boardman, OH, US Commercial Property: Boardman, OH RP | $5.0M–25M |
| — | Commercial Property: Austintown, OH RP | $1.0M–5M |
| — | Austintown, OH, US Commercial Property: Boardman, OH RP | $1.0M–5M |
| — | R-Sons Limited Partnership (dba Rulli Bros OL | $1.0M–5M |
| — | Boardman, OH, US Life Insurance Policy WU | $500k–1M |
| — spouse | Life Insurance Policy WU | $500k–1M |
| — | Grocery business Residential/Farm Land: Canfield, OH RP | $250k–500k |
| TSLA | Merrill Lynch SIMPLE Account ⇒ Tesla, Inc. - Common Stock ST | $100k–250k |
| AAPL | Canfield, OH, US Merrill Lynch SIMPLE Account ⇒ Apple Inc. - Common Stock ST | $50k–100k |
| — spouse | Ohio Public Employees Retirement System PE | $15k–50k |
| CSX | Merrill Lynch SIMPLE Account ⇒ CSX Corporation ST | $15k–50k |
| AAPL | Merrill Lynch SIMPLE Managed Account ⇒ Apple Inc. - Common Stock ST | $15k–50k |
| APDKX | Merrill Lynch SIMPLE Managed Account ⇒ Artisan International Value Fund Advisor Shares MF | $15k–50k |
| AVUVX | Merrill Lynch SIMPLE Managed Account ⇒ Avantis U.S. Small Cap Value Fund Institutional Class MF | $15k–50k |
| MSFT | Merrill Lynch SIMPLE Managed Account ⇒ Microsoft Corporation - Common Stock ST | $15k–50k |
| FLXR | Merrill Lynch SIMPLE Managed Account ⇒ TCW Flexible Income ETF EF | $15k–50k |
| VO | Merrill Lynch SIMPLE Managed Account ⇒ Vanguard Mid-Cap ETF EF | $15k–50k |
| ABT | Merrill Lynch SIMPLE Managed Account ⇒ Abbott Laboratories Common Stock ST | $1k–15k |
| ABBV | Merrill Lynch SIMPLE Managed Account ⇒ AbbVie Inc. Common Stock ST | $1k–15k |
| ACN | Merrill Lynch SIMPLE Managed Account ⇒ Accenture plc Class A Ordinary Shares ST | $1k–15k |
| APD | Merrill Lynch SIMPLE Managed Account ⇒ Air Products and Chemicals, Inc. Common Stock ST | $1k–15k |
| GOOGL | Merrill Lynch SIMPLE Managed Account ⇒ Alphabet Inc. - Class A Common Stock ST | $1k–15k |
| AMZN | Merrill Lynch SIMPLE Managed Account ⇒ Amazon.com, Inc. - Common Stock ST | $1k–15k |
| AEP | Merrill Lynch SIMPLE Managed Account ⇒ American Electric Power Company, Inc. ST | $1k–15k |
| ADI | Merrill Lynch SIMPLE Managed Account ⇒ Analog Devices, Inc. - Common Stock ST | $1k–15k |
| Ticker | Amount | Traded | Disclosed | ||
|---|---|---|---|---|---|
| sold (part) child | GOOGL | $50k–100k | 2026-08-24 | 2026-08-24 | filing · analyze |
| sold child | ALL | $1k–15k | 2026-08-12 | 2026-08-12 | filing · analyze |
| bought | EQIX | $1k–15k | 2026-08-07 | 2026-08-07 | filing · analyze |
| sold | CCI | $1k–15k | 2026-08-06 | 2026-08-06 | filing · analyze |
| sold | LLY | $1k–15k | 2026-07-01 | 2026-07-01 | filing · analyze |
| bought | KLAC | $1k–15k | 2026-07-01 | 2026-07-01 | filing · analyze |
| bought child | GOOGL | $1k–15k | 2026-06-29 | 2026-06-29 | filing · analyze |
| bought | GOOGL | $1k–15k | 2026-06-25 | 2026-06-25 | filing · analyze |
| sold | AMZN | $1k–15k | 2026-06-25 | 2026-06-25 | filing · analyze |
| sold | AAPL | $1k–15k | 2026-06-25 | 2026-06-25 | filing · analyze |
| bought | MU | $1k–15k | 2026-06-25 | 2026-06-25 | filing · analyze |
| sold | MSFT | $1k–15k | 2026-06-25 | 2026-06-25 | filing · analyze |
| bought | NVDA | $1k–15k | 2026-06-25 | 2026-06-25 | filing · analyze |
| bought | META | $1k–15k | 2026-05-06 | 2026-05-06 | filing · analyze |
| sold | PLTR | $1k–15k | 2026-05-06 | 2026-05-06 | filing · analyze |
| sold | MSFT | $1k–15k | 2026-02-20 | 2026-02-20 | filing · analyze |
| bought | MSFT | $1k–15k | 2026-02-05 | 2026-02-05 | filing · analyze |
| sold | META | $1k–15k | 2026-01-09 | 2026-01-09 | filing · analyze |
| bought | PLTR | $1k–15k | 2026-01-09 | 2026-01-09 | filing · analyze |
| bought | LLY | $1k–15k | 2026-01-02 | 2026-01-02 | filing · analyze |
| bought | KO | $1k–15k | 2025-12-03 | 2025-12-03 | filing · analyze |
| sold | LLY | $1k–15k | 2025-12-02 | 2025-12-02 | filing · analyze |
| sold | AAPL | $1k–15k | 2025-10-27 | 2025-10-27 | filing · analyze |
| sold | GEV | $1k–15k | 2025-10-06 | 2025-10-06 | filing · analyze |
| bought | META | $1k–15k | 2025-09-18 | 2025-09-18 | filing · analyze |
| bought | AAPL | $1k–15k | 2025-08-01 | 2025-08-01 | filing · analyze |
| bought | NVDA | $1k–15k | 2025-08-01 | 2025-08-01 | filing · analyze |
| sold | NVDA | $1k–15k | 2025-07-31 | 2025-07-31 | filing · analyze |
| sold | GOOGL | $1k–15k | 2025-07-03 | 2025-07-03 | filing · analyze |
| sold | AMZN | $1k–15k | 2025-07-03 | 2025-07-03 | filing · analyze |
| sold | PRU | $1k–15k | 2025-05-07 | 2025-05-07 | filing · analyze |
| bought | ORCL | $1k–15k | 2025-01-14 | 2025-01-14 | filing · analyze |
| sold | NOW | $1k–15k | 2024-12-16 | 2024-12-16 | filing · analyze |
| sold | TMO | $1k–15k | 2024-12-12 | 2024-12-12 | filing · analyze |
| sold | PFE | $1k–15k | 2024-11-26 | 2024-11-26 | filing · analyze |