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.
ConocoPhillips Common Stock (COP) · Stock
The filing reports a purchase 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 |
Accenture plc Class A Ordinary Shares (ACN) · Stock
The filing reports a sale for the member.
Fidelity National Information Services, Inc. Common Stock (FIS) · Stock
The filing reports a sale for the member.
STERIS plc (STE) · Stock
The filing reports a purchase for the member.
Exxon Mobil Corporation Common Stock (XOM) · Stock
The filing reports a purchase for the member.
AMETEK, Inc. (AME) · Stock
The filing reports a partial sale for the member.
Invitation Homes Inc. Common Stock (INVH) · Stock
The filing reports a sale for the member.
Kinder Morgan, Inc. Common Stock (KMI) · Stock
The filing reports a purchase for the member.
International Business Machines Corporation Common Stock (IBM) · Stock
The filing reports a partial sale for the member.
ONEOK, Inc. Common Stock (OKE) · Stock
The filing reports a purchase for the member.
GoDaddy Inc. Class A Common Stock (GDDY) · Stock
The filing reports a purchase for the member.
Chevron Corporation Common Stock (CVX) · Stock
The filing reports a purchase for the member.
Williams Companies, Inc. (WMB) · Stock
The filing reports a purchase for the member.
Roper Technologies, Inc. (ROP) · Stock
The filing reports a partial sale for the member.
Progressive Corporation (PGR) · Stock
The filing reports a partial sale for the member.
Kenvue Inc. Common Stock (KVUE) · Stock
The filing reports a purchase for the member.
The Trade Desk, Inc. - Class A Common Stock (TTD) · Stock
The filing reports a sale for the member.
First Solar, Inc. - Common Stock (FSLR) · Stock
The filing reports a sale for the member.
UnitedHealth Group Incorporated Common Stock (UNH) · Stock
The filing reports a partial sale for the member.
Everest Group, Ltd. Common Stock (EG) · Stock
The filing reports a partial sale for the member.
| Security / owner | Activity | Reported value | Traded / filed | Source |
|---|---|---|---|---|
| COPConocoPhillips Common Stock (COP) [ST]self · ST | PurchaseP | $1,001 – $15,000Reported range; exact amount not disclosed. | February 10, 2026Filed Mar 927 days after trade | Original report |
| ACNAccenture plc Class A Ordinary Shares (ACN) [ST]self · ST | SaleS | $1,001 – $15,000Reported range; exact amount not disclosed. | February 10, 2026Filed Mar 927 days after trade | Original report |
| FISFidelity National Information Services, Inc. Common Stock (FIS) [ST]self · ST | SaleS | $1,001 – $15,000Reported range; exact amount not disclosed. | February 10, 2026Filed Mar 927 days after trade | Original report |
| STESTERIS plc (STE) [ST]self · ST | PurchaseP | $1,001 – $15,000Reported range; exact amount not disclosed. | February 10, 2026Filed Mar 927 days after trade | Original report |
| XOMExxon Mobil Corporation Common Stock (XOM) [ST]self · ST | PurchaseP | $50,001 – $100,000Reported range; exact amount not disclosed. | February 10, 2026Filed Mar 927 days after trade | Original report |
| AMEAMETEK, Inc. (AME) [ST]self · ST | Partial saleS (partial) | $1,001 – $15,000Reported range; exact amount not disclosed. | February 10, 2026Filed Mar 927 days after trade | Original report |
| INVHInvitation Homes Inc. Common Stock (INVH) [ST]self · ST | SaleS | $1,001 – $15,000Reported range; exact amount not disclosed. | February 10, 2026Filed Mar 927 days after trade | Original report |
| KMIKinder Morgan, Inc. Common Stock (KMI) [ST]self · ST | PurchaseP | $1,001 – $15,000Reported range; exact amount not disclosed. | February 10, 2026Filed Mar 927 days after trade | Original report |
| IBMInternational Business Machines Corporation Common Stock (IBM) [ST]self · ST | Partial saleS (partial) | $1,001 – $15,000Reported range; exact amount not disclosed. | February 10, 2026Filed Mar 927 days after trade | Original report |
| OKEONEOK, Inc. Common Stock (OKE) [ST]self · ST | PurchaseP | $1,001 – $15,000Reported range; exact amount not disclosed. | February 10, 2026Filed Mar 927 days after trade | Original report |
| GDDYGoDaddy Inc. Class A Common Stock (GDDY) [ST]self · ST | PurchaseP | $1,001 – $15,000Reported range; exact amount not disclosed. | February 10, 2026Filed Mar 927 days after trade | Original report |
| CVXChevron Corporation Common Stock (CVX) [ST]self · ST | PurchaseP | $15,001 – $50,000Reported range; exact amount not disclosed. | February 10, 2026Filed Mar 927 days after trade | Original report |
| WMBWilliams Companies, Inc. (WMB) [ST]self · ST | PurchaseP | $1,001 – $15,000Reported range; exact amount not disclosed. | February 10, 2026Filed Mar 927 days after trade | Original report |
| ROPRoper Technologies, Inc. (ROP) [ST]self · ST | Partial saleS (partial) | $15,001 – $50,000Reported range; exact amount not disclosed. | February 10, 2026Filed Mar 927 days after trade | Original report |
| PGRProgressive Corporation (PGR) [ST]self · ST | Partial saleS (partial) | $1,001 – $15,000Reported range; exact amount not disclosed. | February 10, 2026Filed Mar 927 days after trade | Original report |
| KVUEKenvue Inc. Common Stock (KVUE) [ST]self · ST | PurchaseP | $1,001 – $15,000Reported range; exact amount not disclosed. | February 10, 2026Filed Mar 927 days after trade | Original report |
| TTDThe Trade Desk, Inc. - Class A Common Stock (TTD) [ST]self · ST | SaleS | $1,001 – $15,000Reported range; exact amount not disclosed. | February 10, 2026Filed Mar 927 days after trade | Original report |
| FSLRFirst Solar, Inc. - Common Stock (FSLR) [ST]self · ST | SaleS | $1,001 – $15,000Reported range; exact amount not disclosed. | February 10, 2026Filed Mar 927 days after trade | Original report |
| UNHUnitedHealth Group Incorporated Common Stock (UNH) [ST]self · ST | Partial saleS (partial) | $15,001 – $50,000Reported range; exact amount not disclosed. | February 10, 2026Filed Mar 927 days after trade | Original report |
| EGEverest Group, Ltd. Common Stock (EG) [ST]self · ST | Partial saleS (partial) | $1,001 – $15,000Reported range; exact amount not disclosed. | February 10, 2026Filed Mar 927 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.
