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: October 9, 2021 – October 8, 2026.
Only imported reports are counted. Empty periods may reflect missing history.
Select a category to focus the chart.
All 1,251 transactions in this period
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.
Perella Weinberg Partners - Class A Common Stock (PWP) · Stock
The filing reports a purchase for the member.
Share of reported transactions, not portfolio allocation.
453 reported securities / assets
Most reported assets first. Bars show their share of all transactions in the selected period. Asset names stay as filed.
Imported transaction dates: September 3, 2025 – August 28, 2026. A five-year selection does not guarantee five years of records.
| Period | Purchases | Sales | Other |
|---|---|---|---|
| October 1, 2021 | 0 | 0 | 0 |
| November 1, 2021 | 0 | 0 | 0 |
| December 1, 2021 | 0 | 0 | 0 |
| January 1, 2022 | 0 | 0 | 0 |
| February 1, 2022 | 0 | 0 | 0 |
| March 1, 2022 | 0 | 0 | 0 |
| April 1, 2022 | 0 | 0 | 0 |
| May 1, 2022 | 0 | 0 | 0 |
| June 1, 2022 | 0 | 0 | 0 |
| July 1, 2022 | 0 | 0 | 0 |
| August 1, 2022 | 0 | 0 | 0 |
| September 1, 2022 | 0 | 0 | 0 |
| October 1, 2022 | 0 | 0 | 0 |
| November 1, 2022 | 0 | 0 | 0 |
| December 1, 2022 | 0 | 0 | 0 |
| January 1, 2023 | 0 | 0 | 0 |
| February 1, 2023 | 0 | 0 | 0 |
| March 1, 2023 | 0 | 0 | 0 |
| April 1, 2023 | 0 | 0 | 0 |
| May 1, 2023 | 0 | 0 | 0 |
| June 1, 2023 | 0 | 0 | 0 |
| July 1, 2023 | 0 | 0 | 0 |
| August 1, 2023 | 0 | 0 | 0 |
| September 1, 2023 | 0 | 0 | 0 |
| October 1, 2023 | 0 | 0 | 0 |
| November 1, 2023 | 0 | 0 | 0 |
| December 1, 2023 | 0 | 0 | 0 |
| January 1, 2024 | 0 | 0 | 0 |
| February 1, 2024 | 0 | 0 | 0 |
| March 1, 2024 | 0 | 0 | 0 |
| April 1, 2024 | 0 | 0 | 0 |
| May 1, 2024 | 0 | 0 | 0 |
| June 1, 2024 | 0 | 0 | 0 |
| July 1, 2024 | 0 | 0 | 0 |
| August 1, 2024 | 0 | 0 | 0 |
| September 1, 2024 | 0 | 0 | 0 |
| October 1, 2024 | 0 | 0 | 0 |
| November 1, 2024 | 0 | 0 | 0 |
| December 1, 2024 | 0 | 0 | 0 |
| January 1, 2025 | 0 | 0 | 0 |
| February 1, 2025 | 0 | 0 | 0 |
| March 1, 2025 | 0 | 0 | 0 |
| April 1, 2025 | 0 | 0 | 0 |
| May 1, 2025 | 0 | 0 | 0 |
| June 1, 2025 | 0 | 0 | 0 |
| July 1, 2025 | 0 | 0 | 0 |
| August 1, 2025 | 0 | 0 | 0 |
| September 1, 2025 | 28 | 38 | 1 |
| October 1, 2025 | 92 | 29 | 0 |
| November 1, 2025 | 144 | 34 | 1 |
| December 1, 2025 | 52 | 70 | 0 |
| January 1, 2026 | 90 | 52 | 0 |
| February 1, 2026 | 48 | 44 | 0 |
| March 1, 2026 | 92 | 49 | 0 |
| April 1, 2026 | 43 | 41 | 0 |
| May 1, 2026 | 65 | 46 | 1 |
| June 1, 2026 | 44 | 23 | 0 |
| July 1, 2026 | 39 | 26 | 1 |
| August 1, 2026 | 34 | 24 | 0 |
| September 1, 2026 | 0 | 0 | 0 |
| October 1, 2026 | 0 | 0 | 0 |
Workday, Inc. - Class A Common Stock (WDAY) · Stock
The filing reports a partial sale for the member.
FB Financial Corporation Common Stock (FBK) · Stock
The filing reports a purchase for the member.
The Cooper Companies, Inc. (COO) · Stock
The filing reports a purchase for the member.
DoorDash, Inc. - Common Stock (DASH) · Stock
The filing reports a purchase for the member.
TE Connectivity plc Ordinary Shares (TEL) · Stock
The filing reports a purchase for the member.
Texas Capital Bancshares, Inc. - Common Stock (TCBI) · Stock
The filing reports a purchase for the member.
HealthEquity, Inc. - Common Stock (HQY) · Stock
The filing reports a purchase for the member.
MACOM Technology Solutions Holdings, Inc. - Common Stock (MTSI) · Stock
The filing reports a partial sale for the member.
Boston Scientific Corporation Common Stock (BSX) · Stock
The filing reports a purchase for the member.
W.R. Berkley Corporation Common Stock (WRB) · Stock
The filing reports a partial sale for the member.
LPL Financial Holdings Inc. - Common Stock (LPLA) · Stock
The filing reports a purchase for the member.
Novanta Inc. - Common Shares (NOVT) · Stock
The filing reports a purchase for the member.
Sterling Infrastructure, Inc. - Common Stock (STRL) · Stock
The filing reports a partial sale for the member.
Rheinmetall Ag Ordinary Shares (RNMBF) · Stock
The filing reports a sale for the member.
Ducommun Incorporated Common Stock (DCO) · Stock
The filing reports a purchase for the member.
CSW Industrials, Inc. Common Stock (CSW) · Stock
The filing reports a purchase for the member.
TOKYO ELECTRON (TOELF) · Stock
The filing reports a purchase for the member.
Advanced Micro Devices, Inc. (AMD) · Stock
The filing reports a purchase for the member.
FactSet Research Systems Inc. Common Stock (FDS) · Stock
The filing reports a sale for the member.
| Security / owner | Activity | Reported value | Traded / filed | Source |
|---|---|---|---|---|
| PWPPerella Weinberg Partners - Class A Common Stock (PWP) [ST]self · ST | PurchaseP | $1,001 – $15,000Reported range; exact amount not disclosed. | May 29, 2026Filed Jun 810 days after trade | Original report |
| WDAYWorkday, Inc. - Class A Common Stock (WDAY) [ST]self · ST | Partial saleS (partial) | $15,001 – $50,000Reported range; exact amount not disclosed. | May 29, 2026Filed Jun 810 days after trade | Original report |
| FBKFB Financial Corporation Common Stock (FBK) [ST]self · ST | PurchaseP | $1,001 – $15,000Reported range; exact amount not disclosed. | May 29, 2026Filed Jun 810 days after trade | Original report |
| COOThe Cooper Companies, Inc. (COO) [ST]self · ST | PurchaseP | $1,001 – $15,000Reported range; exact amount not disclosed. | May 29, 2026Filed Jun 810 days after trade | Original report |
| DASHDoorDash, Inc. - Common Stock (DASH) [ST]self · ST | PurchaseP | $1,001 – $15,000Reported range; exact amount not disclosed. | May 29, 2026Filed Jun 810 days after trade | Original report |
| TELTE Connectivity plc Ordinary Shares (TEL) [ST]self · ST | PurchaseP | $1,001 – $15,000Reported range; exact amount not disclosed. | May 29, 2026Filed Jun 810 days after trade | Original report |
| TCBITexas Capital Bancshares, Inc. - Common Stock (TCBI) [ST]self · ST | PurchaseP | $1,001 – $15,000Reported range; exact amount not disclosed. | May 29, 2026Filed Jun 810 days after trade | Original report |
| HQYHealthEquity, Inc. - Common Stock (HQY) [ST]self · ST | PurchaseP | $1,001 – $15,000Reported range; exact amount not disclosed. | May 29, 2026Filed Jun 810 days after trade | Original report |
| MTSIMACOM Technology Solutions Holdings, Inc. - Common Stock (MTSI) [ST]self · ST | Partial saleS (partial) | $1,001 – $15,000Reported range; exact amount not disclosed. | May 22, 2026Filed Jun 817 days after trade | Original report |
| BSXBoston Scientific Corporation Common Stock (BSX) [ST]self · ST | PurchaseP | $1,001 – $15,000Reported range; exact amount not disclosed. | May 19, 2026Filed Jun 820 days after trade | Original report |
| WRBW.R. Berkley Corporation Common Stock (WRB) [ST]self · ST | Partial saleS (partial) | $1,001 – $15,000Reported range; exact amount not disclosed. | May 19, 2026Filed Jun 820 days after trade | Original report |
| LPLALPL Financial Holdings Inc. - Common Stock (LPLA) [ST]self · ST | PurchaseP | $1,001 – $15,000Reported range; exact amount not disclosed. | May 19, 2026Filed Jun 820 days after trade | Original report |
| NOVTNovanta Inc. - Common Shares (NOVT) [ST]self · ST | PurchaseP | $1,001 – $15,000Reported range; exact amount not disclosed. | May 18, 2026Filed Jun 821 days after trade | Original report |
| STRLSterling Infrastructure, Inc. - Common Stock (STRL) [ST]self · ST | Partial saleS (partial) | $15,001 – $50,000Reported range; exact amount not disclosed. | May 18, 2026Filed Jun 821 days after trade | Original report |
| RNMBFRheinmetall Ag Ordinary Shares (RNMBF) [ST]self · ST | SaleS | $1,001 – $15,000Reported range; exact amount not disclosed. | May 18, 2026Filed Jun 821 days after trade | Original report |
| DCODucommun Incorporated Common Stock (DCO) [ST]self · ST | PurchaseP | $1,001 – $15,000Reported range; exact amount not disclosed. | May 18, 2026Filed Jun 821 days after trade | Original report |
| CSWCSW Industrials, Inc. Common Stock (CSW) [ST]self · ST | PurchaseP | $1,001 – $15,000Reported range; exact amount not disclosed. | May 18, 2026Filed Jun 821 days after trade | Original report |
| TOELFTOKYO ELECTRON (TOELF) [ST]self · ST | PurchaseP | $1,001 – $15,000Reported range; exact amount not disclosed. | May 18, 2026Filed Jun 821 days after trade | Original report |
| AMDAdvanced Micro Devices, Inc. (AMD) [ST]self · ST | PurchaseP | $1,001 – $15,000Reported range; exact amount not disclosed. | May 15, 2026Filed Jun 824 days after trade | Original report |
| FDSFactSet Research Systems Inc. Common Stock (FDS) [ST]self · ST | SaleS | $1,001 – $15,000Reported range; exact amount not disclosed. | May 15, 2026Filed Jun 824 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.
