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, 2025 – October 8, 2026.
Only imported reports are counted. Empty periods may reflect missing history.
Select a category to focus the chart.
All 1,160 transactions in this period
Share of reported transactions, not portfolio allocation.
417 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.
Flex Ltd. - Ordinary Shares (FLEX) · Stock
The filing reports a partial sale for the member.
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, 2025 | 79 | 18 | 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 |
DoorDash, Inc. - Common Stock (DASH) · Stock
The filing reports a purchase for the member.
Veralto Corp Common Stock (VLTO) · Stock
The filing reports a purchase for the member.
LPL Financial Holdings Inc. - Common Stock (LPLA) · Stock
The filing reports a purchase for the member.
Veralto Corp Common Stock (VLTO) · Stock
The filing reports a purchase for the member.
DoorDash, Inc. - Common Stock (DASH) · Stock
The filing reports a purchase for the member.
SS&C Technologies Holdings, Inc. - Common Stock (SSNC) · Stock
The filing reports a partial sale for the member.
John Swett, CA, USD GO Bonds · Government or agency debt
The filing reports a partial sale for the member.
Fabrinet Ordinary Shares (FN) · Stock
The filing reports a purchase for the member.
Charles Schwab Corporation (SCHW) · Stock
The filing reports a partial sale for the member.
FirstService Corporation - Common Shares (FSV) · Stock
The filing reports a purchase for the member.
California Health Facilities Financing Authority Rev Bonds · Government or agency debt
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.
Flex Ltd. - Ordinary Shares (FLEX) · 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.
West Kern, CA, Community College District GO Bonds · Government or agency debt
The filing reports a sale for the member.
Advanced Energy Industries, Inc. - Common Stock (AEIS) · Stock
The filing reports a partial sale for the member.
Viavi Solutions Inc. - Common Stock (VIAV) · Stock
The filing reports a partial sale for the member.
DoorDash, Inc. - Common Stock (DASH) · Stock
The filing reports a purchase for the member.
California State Public Works Board Lease Rev Bonds · Government or agency debt
The filing reports a partial sale for the member.
| Security / owner | Activity | Reported value | Traded / filed | Source |
|---|---|---|---|---|
| FLEXFlex Ltd. - Ordinary Shares (FLEX) [ST]self · ST | Partial saleS (partial) | $15,001 – $50,000Reported range; exact amount not disclosed. | April 13, 2026Filed May 825 days after trade | Original report |
| DASHDoorDash, Inc. - Common Stock (DASH) [ST]self · ST | PurchaseP | $1,001 – $15,000Reported range; exact amount not disclosed. | April 13, 2026Filed May 825 days after trade | Original report |
| VLTOVeralto Corp Common Stock (VLTO) [ST]self · ST | PurchaseP | $1,001 – $15,000Reported range; exact amount not disclosed. | April 13, 2026Filed May 825 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. | April 6, 2026Filed May 832 days after trade | Original report |
| VLTOVeralto Corp Common Stock (VLTO) [ST]self · ST | PurchaseP | $1,001 – $15,000Reported range; exact amount not disclosed. | April 6, 2026Filed May 832 days after trade | Original report |
| DASHDoorDash, Inc. - Common Stock (DASH) [ST]self · ST | PurchaseP | $1,001 – $15,000Reported range; exact amount not disclosed. | April 6, 2026Filed May 832 days after trade | Original report |
| SSNCSS&C Technologies Holdings, Inc. - Common Stock (SSNC) [ST]self · ST | Partial saleS (partial) | $15,001 – $50,000Reported range; exact amount not disclosed. | April 6, 2026Filed May 832 days after trade | Original report |
| Government or agency debtJohn Swett, CA, USD GO Bonds [GS]self · GS | Partial saleS (partial) | $100,001 – $250,000Reported range; exact amount not disclosed. | March 31, 2026Filed Apr 77 days after trade | Original report |
| FNFabrinet Ordinary Shares (FN) [ST]self · ST | PurchaseP | $15,001 – $50,000Reported range; exact amount not disclosed. | March 27, 2026Filed Apr 711 days after trade | Original report |
| SCHWCharles Schwab Corporation (SCHW) [ST]self · ST | Partial saleS (partial) | $1,001 – $15,000Reported range; exact amount not disclosed. | March 27, 2026Filed Apr 711 days after trade | Original report |
| FSVFirstService Corporation - Common Shares (FSV) [ST]self · ST | PurchaseP | $1,001 – $15,000Reported range; exact amount not disclosed. | March 27, 2026Filed Apr 711 days after trade | Original report |
| Government or agency debtCalifornia Health Facilities Financing Authority Rev Bonds [GS]self · GS | PurchaseP | $250,001 – $500,000Reported range; exact amount not disclosed. | March 27, 2026Filed Apr 711 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. | March 27, 2026Filed Apr 711 days after trade | Original report |
| FLEXFlex Ltd. - Ordinary Shares (FLEX) [ST]self · ST | Partial saleS (partial) | $1,001 – $15,000Reported range; exact amount not disclosed. | March 27, 2026Filed Apr 711 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. | March 27, 2026Filed Apr 711 days after trade | Original report |
| Government or agency debtWest Kern, CA, Community College District GO Bonds [GS]self · GS | SaleS | $250,001 – $500,000Reported range; exact amount not disclosed. | March 27, 2026Filed Apr 711 days after trade | Original report |
| AEISAdvanced Energy Industries, Inc. - Common Stock (AEIS) [ST]self · ST | Partial saleS (partial) | $1,001 – $15,000Reported range; exact amount not disclosed. | March 27, 2026Filed Apr 711 days after trade | Original report |
| VIAVViavi Solutions Inc. - Common Stock (VIAV) [ST]self · ST | Partial saleS (partial) | $1,001 – $15,000Reported range; exact amount not disclosed. | March 27, 2026Filed Apr 711 days after trade | Original report |
| DASHDoorDash, Inc. - Common Stock (DASH) [ST]self · ST | PurchaseP | $1,001 – $15,000Reported range; exact amount not disclosed. | March 27, 2026Filed Apr 711 days after trade | Original report |
| Government or agency debtCalifornia State Public Works Board Lease Rev Bonds [GS]self · GS | Partial saleS (partial) | $50,001 – $100,000Reported range; exact amount not disclosed. | March 27, 2026Filed Apr 711 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.
