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 10, 2025 – October 9, 2026.
Only imported reports are counted. Empty periods may reflect missing history.
Select a category to focus the chart.
All 1,144 transactions in this period
Share of reported transactions, not portfolio allocation.
416 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.
Realty Income Corporation Common Stock (O) · 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 | 71 | 10 | 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 |
NVIDIA Corporation - Common Stock (NVDA) · Stock
The filing reports a partial sale for the member.
Coterra Energy Inc. Common Stock (CTRA) · Stock
The filing reports a partial sale for the member.
Lockheed Martin Corporation Common Stock (LMT) · Stock
The filing reports a partial sale for the member.
Verisk Analytics, Inc. - Common Stock (VRSK) · Stock
The filing reports a partial sale for the member.
General Mills, Inc. Common Stock (GIS) · Stock
The filing reports a purchase for the member.
Lennar Corporation Class A Common Stock (LEN) · Stock
The filing reports a partial sale for the member.
Mitsubishi UFJ Financial Group Inc Ordinary Shares (MBFJF) · Stock
The filing reports a purchase for the member.
Booking Holdings Inc. - Common Stock (BKNG) · Stock
The filing reports a purchase for the member.
Quanta Services, Inc. Common Stock (PWR) · Stock
The filing reports a partial sale for the member.
BXP, Inc. Common Stock (BXP) · Stock
The filing reports a sale for the member.
Alexandria Real Estate Equities, Inc. Common Stock (ARE) · Stock
The filing reports a sale for the member.
UnitedHealth Group Incorporated Common Stock (UNH) · Stock
The filing reports a purchase for the member.
Applovin Corporation - Class A Common Stock (APP) · Stock
The filing reports a purchase for the member.
Fair Isaac Corporation Common Stock (FICO) · Stock
The filing reports a purchase for the member.
Ferrari N.V. Common Shares (RACE) · Stock
The filing reports a sale for the member.
AstraZeneca PLC - American Depositary Shares (AZN) · Stock
The filing reports a purchase for the member.
San Rafael, CA Elementary School District GO Bonds · Government or agency debt
The filing reports a purchase for the member.
Broadcom Inc. - Common Stock (AVGO) · Stock
The filing reports a purchase for the member.
AeroVironment, Inc. - Common Stock (AVAV) · Stock
The filing reports a purchase for the member.
| Security / owner | Activity | Reported value | Traded / filed | Source |
|---|---|---|---|---|
| ORealty Income Corporation Common Stock (O) [ST]self · ST | PurchaseP | $1,001 – $15,000Reported range; exact amount not disclosed. | December 19, 2025Filed Jan 1224 days after trade | Original report |
| NVDANVIDIA Corporation - Common Stock (NVDA) [ST]self · ST | Partial saleS (partial) | $15,001 – $50,000Reported range; exact amount not disclosed. | December 19, 2025Filed Jan 1224 days after trade | Original report |
| CTRACoterra Energy Inc. Common Stock (CTRA) [ST]self · ST | Partial saleS (partial) | $1,001 – $15,000Reported range; exact amount not disclosed. | December 19, 2025Filed Jan 1224 days after trade | Original report |
| LMTLockheed Martin Corporation Common Stock (LMT) [ST]self · ST | Partial saleS (partial) | $1,001 – $15,000Reported range; exact amount not disclosed. | December 19, 2025Filed Jan 1224 days after trade | Original report |
| VRSKVerisk Analytics, Inc. - Common Stock (VRSK) [ST]self · ST | Partial saleS (partial) | $1,001 – $15,000Reported range; exact amount not disclosed. | December 19, 2025Filed Jan 1224 days after trade | Original report |
| GISGeneral Mills, Inc. Common Stock (GIS) [ST]self · ST | PurchaseP | $1,001 – $15,000Reported range; exact amount not disclosed. | December 19, 2025Filed Jan 1224 days after trade | Original report |
| LENLennar Corporation Class A Common Stock (LEN) [ST]self · ST | Partial saleS (partial) | $1,001 – $15,000Reported range; exact amount not disclosed. | December 19, 2025Filed Jan 1224 days after trade | Original report |
| MBFJFMitsubishi UFJ Financial Group Inc Ordinary Shares (MBFJF) [ST]self · ST | PurchaseP | $1,001 – $15,000Reported range; exact amount not disclosed. | December 19, 2025Filed Jan 1224 days after trade | Original report |
| BKNGBooking Holdings Inc. - Common Stock (BKNG) [ST]self · ST | PurchaseP | $1,001 – $15,000Reported range; exact amount not disclosed. | December 19, 2025Filed Jan 1224 days after trade | Original report |
| PWRQuanta Services, Inc. Common Stock (PWR) [ST]self · ST | Partial saleS (partial) | $1,001 – $15,000Reported range; exact amount not disclosed. | December 19, 2025Filed Jan 1224 days after trade | Original report |
| BXPBXP, Inc. Common Stock (BXP) [ST]self · ST | SaleS | $1,001 – $15,000Reported range; exact amount not disclosed. | December 19, 2025Filed Jan 1224 days after trade | Original report |
| AREAlexandria Real Estate Equities, Inc. Common Stock (ARE) [ST]self · ST | SaleS | $1,001 – $15,000Reported range; exact amount not disclosed. | December 19, 2025Filed Jan 1224 days after trade | Original report |
| UNHUnitedHealth Group Incorporated Common Stock (UNH) [ST]self · ST | PurchaseP | $15,001 – $50,000Reported range; exact amount not disclosed. | December 19, 2025Filed Jan 1224 days after trade | Original report |
| APPApplovin Corporation - Class A Common Stock (APP) [ST]self · ST | PurchaseP | $1,001 – $15,000Reported range; exact amount not disclosed. | December 19, 2025Filed Jan 1224 days after trade | Original report |
| FICOFair Isaac Corporation Common Stock (FICO) [ST]self · ST | PurchaseP | $1,001 – $15,000Reported range; exact amount not disclosed. | December 19, 2025Filed Jan 1224 days after trade | Original report |
| RACEFerrari N.V. Common Shares (RACE) [ST]self · ST | SaleS | $1,001 – $15,000Reported range; exact amount not disclosed. | December 18, 2025Filed Jan 1225 days after trade | Original report |
| AZNAstraZeneca PLC - American Depositary Shares (AZN) [ST]self · ST | PurchaseP | $1,001 – $15,000Reported range; exact amount not disclosed. | December 18, 2025Filed Jan 1225 days after trade | Original report |
| Government or agency debtSan Rafael, CA Elementary School District GO Bonds [GS]self · GS | PurchaseP | $100,001 – $250,000Reported range; exact amount not disclosed. | December 17, 2025Filed Jan 1226 days after trade | Original report |
| AVGOBroadcom Inc. - Common Stock (AVGO) [ST]self · ST | PurchaseP | $1,001 – $15,000Reported range; exact amount not disclosed. | December 17, 2025Filed Jan 1226 days after trade | Original report |
| AVAVAeroVironment, Inc. - Common Stock (AVAV) [ST]self · ST | PurchaseP | $1,001 – $15,000Reported range; exact amount not disclosed. | December 15, 2025Filed Jan 1228 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.
