House disclosures
Imported House disclosures only. Coverage is incomplete and may include household transactions or amendments.
Following saves this profile on your device.These are reported transactions, not a complete portfolio. The owner may be a family member or joint account.
Transaction dates: all imported history – October 8, 2026.
Only imported reports are counted. Empty periods may reflect missing history.
Select a category to focus the chart.
All 369 transactions in this period
Share of reported transactions, not portfolio allocation.
43 reported securities / assets
The reported owner may be the member, spouse or a joint account. Amounts are shown as filed, usually as ranges.
Showing the first 6 of 20 trades on this page.
BWX Technologies, Inc. Common Stock (BWXT) · Stock
The filing reports a purchase for a dependent.
Most reported assets first. Bars show their share of all transactions in the selected period. Asset names stay as filed.
Imported transaction dates: September 11, 2025 – August 25, 2026. A five-year selection does not guarantee five years of records.
| Period | Purchases | Sales | Other |
|---|---|---|---|
| September 1, 2025 | 5 | 3 | 0 |
| October 1, 2025 | 11 | 6 | 0 |
| November 1, 2025 | 3 | 2 | 0 |
| December 1, 2025 | 9 | 7 | 0 |
| January 1, 2026 | 1 | 14 | 0 |
| February 1, 2026 | 16 | 29 | 0 |
| March 1, 2026 | 22 | 5 | 0 |
| April 1, 2026 | 11 | 13 | 0 |
| May 1, 2026 | 23 | 30 | 0 |
| June 1, 2026 | 8 | 11 | 0 |
| July 1, 2026 | 32 | 29 | 1 |
| August 1, 2026 | 20 | 58 | 0 |
| September 1, 2026 | 0 | 0 | 0 |
| October 1, 2026 | 0 | 0 | 0 |
Transdigm Group Incorporated Common Stock (TDG) · Stock
The filing reports a purchase for a dependent.
Service Corporation International Common Stock (SCI) · Stock
The filing reports a partial sale for a dependent.
Entegris, Inc. - Common Stock (ENTG) · Stock
The filing reports a purchase for a dependent.
Fortune Brands Innovations, Inc. Common Stock (FBIN) · Stock
The filing reports a partial sale for a dependent.
Morningstar, Inc. - Common Stock (MORN) · Stock
The filing reports a partial sale for a dependent.
Packaging Corporation of America Common Stock (PKG) · Stock
The filing reports a purchase for a dependent.
Fortune Brands Innovations, Inc. Common Stock (FBIN) · Stock
The filing reports a partial sale for a dependent.
Morningstar, Inc. - Common Stock (MORN) · Stock
The filing reports a partial sale for a dependent.
Clean Harbors, Inc. Common Stock (CLH) · Stock
The filing reports a partial sale for a dependent.
The Middleby Corporation - Common Stock (MIDD) · Stock
The filing reports a partial sale for a dependent.
Markel Group Inc. Common Stock (MKL) · Stock
The filing reports a purchase for a dependent.
Service Corporation International Common Stock (SCI) · Stock
The filing reports a partial sale for a dependent.
Morningstar, Inc. - Common Stock (MORN) · Stock
The filing reports a partial sale for a dependent.
Markel Group Inc. Common Stock (MKL) · Stock
The filing reports a purchase for a dependent.
STERIS plc (STE) · Stock
The filing reports a purchase for a dependent.
Clean Harbors, Inc. Common Stock (CLH) · Stock
The filing reports a partial sale for a dependent.
Transdigm Group Incorporated Common Stock (TDG) · Stock
The filing reports a purchase for a dependent.
Packaging Corporation of America Common Stock (PKG) · Stock
The filing reports a purchase for a dependent.
C.H. Robinson Worldwide, Inc. - Common Stock (CHRW) · Stock
The filing reports a partial sale for a dependent.
| Security / owner | Activity | Reported value | Traded / filed | Source |
|---|---|---|---|---|
| BWXTBWX Technologies, Inc. Common Stock (BWXT) [ST]dependent · ST | PurchaseP | $1,001 – $15,000Reported range; exact amount not disclosed. | May 7, 2026Filed Jun 529 days after trade | Original report |
| TDGTransdigm Group Incorporated Common Stock (TDG) [ST]dependent · ST | PurchaseP | $1,001 – $15,000Reported range; exact amount not disclosed. | May 7, 2026Filed Jun 529 days after trade | Original report |
| SCIService Corporation International Common Stock (SCI) [ST]dependent · ST | Partial saleS (partial) | $1,001 – $15,000Reported range; exact amount not disclosed. | May 7, 2026Filed Jun 529 days after trade | Original report |
| ENTGEntegris, Inc. - Common Stock (ENTG) [ST]dependent · ST | PurchaseP | $1,001 – $15,000Reported range; exact amount not disclosed. | May 7, 2026Filed Jun 529 days after trade | Original report |
| FBINFortune Brands Innovations, Inc. Common Stock (FBIN) [ST]dependent · ST | Partial saleS (partial) | $1,001 – $15,000Reported range; exact amount not disclosed. | May 6, 2026Filed Jun 530 days after trade | Original report |
| MORNMorningstar, Inc. - Common Stock (MORN) [ST]dependent · ST | Partial saleS (partial) | $1,001 – $15,000Reported range; exact amount not disclosed. | May 6, 2026Filed Jun 530 days after trade | Original report |
| PKGPackaging Corporation of America Common Stock (PKG) [ST]dependent · ST | PurchaseP | $1,001 – $15,000Reported range; exact amount not disclosed. | May 6, 2026Filed Jun 530 days after trade | Original report |
| FBINFortune Brands Innovations, Inc. Common Stock (FBIN) [ST]dependent · ST | Partial saleS (partial) | $1,001 – $15,000Reported range; exact amount not disclosed. | May 4, 2026Filed Jun 532 days after trade | Original report |
| MORNMorningstar, Inc. - Common Stock (MORN) [ST]dependent · ST | Partial saleS (partial) | $1,001 – $15,000Reported range; exact amount not disclosed. | May 4, 2026Filed Jun 532 days after trade | Original report |
| CLHClean Harbors, Inc. Common Stock (CLH) [ST]dependent · ST | Partial saleS (partial) | $1,001 – $15,000Reported range; exact amount not disclosed. | May 1, 2026Filed Jun 535 days after trade | Original report |
| MIDDThe Middleby Corporation - Common Stock (MIDD) [ST]dependent · ST | Partial saleS (partial) | $1,001 – $15,000Reported range; exact amount not disclosed. | May 1, 2026Filed Jun 535 days after trade | Original report |
| MKLMarkel Group Inc. Common Stock (MKL) [ST]dependent · ST | PurchaseP | $1,001 – $15,000Reported range; exact amount not disclosed. | May 1, 2026Filed Jun 535 days after trade | Original report |
| SCIService Corporation International Common Stock (SCI) [ST]dependent · ST | Partial saleS (partial) | $1,001 – $15,000Reported range; exact amount not disclosed. | April 30, 2026Filed May 66 days after trade | Original report |
| MORNMorningstar, Inc. - Common Stock (MORN) [ST]dependent · ST | Partial saleS (partial) | $1,001 – $15,000Reported range; exact amount not disclosed. | April 30, 2026Filed May 66 days after trade | Original report |
| MKLMarkel Group Inc. Common Stock (MKL) [ST]dependent · ST | PurchaseP | $1,001 – $15,000Reported range; exact amount not disclosed. | April 30, 2026Filed May 66 days after trade | Original report |
| STESTERIS plc (STE) [ST]dependent · ST | PurchaseP | $1,001 – $15,000Reported range; exact amount not disclosed. | April 30, 2026Filed May 66 days after trade | Original report |
| CLHClean Harbors, Inc. Common Stock (CLH) [ST]dependent · ST | Partial saleS (partial) | $1,001 – $15,000Reported range; exact amount not disclosed. | April 30, 2026Filed May 66 days after trade | Original report |
| TDGTransdigm Group Incorporated Common Stock (TDG) [ST]dependent · ST | PurchaseP | $1,001 – $15,000Reported range; exact amount not disclosed. | April 29, 2026Filed May 67 days after trade | Original report |
| PKGPackaging Corporation of America Common Stock (PKG) [ST]dependent · ST | PurchaseP | $1,001 – $15,000Reported range; exact amount not disclosed. | April 29, 2026Filed May 67 days after trade | Original report |
| CHRWC.H. Robinson Worldwide, Inc. - Common Stock (CHRW) [ST]dependent · ST | Partial saleS (partial) | $15,001 – $50,000Reported range; exact amount not disclosed. | April 24, 2026Filed May 612 days after trade | Original report |
Trade date vs. filing dateThe trade date records when the reported transaction happened. The filing date records the report submission; the two can be weeks apart.
A range, not an exact amountA reported $15K–$50K band does not reveal the exact price or number of shares. Purchases and sales are shown separately.
Check the reported ownerA row may refer to the member, a spouse, a dependent, or a joint account. The original filing provides the supporting detail.
