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, 2021 – October 9, 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.
LPL Financial Holdings Inc. - Common Stock (LPLA) · 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 |
CoStar Group, Inc. - Common Stock (CSGP) · Stock
The filing reports a purchase for the member.
DoorDash, Inc. - Common Stock (DASH) · Stock
The filing reports a purchase for the member.
Southeast Energy Authority Cooperative District, Alabama Bonds · Government or agency debt
The filing reports a purchase for the member.
Alphabet Inc. - Class A Common Stock (GOOGL) · Stock
The filing reports a partial sale for the member.
TKO Group Holdings, Inc. Class A Common Stock (TKO) · Stock
The filing reports a purchase for the member.
Spotify Technology S.A. Ordinary Shares (SPOT) · Stock
The filing reports a partial sale for the member.
First Watch Restaurant Group, Inc. - Common Stock (FWRG) · Stock
The filing reports a purchase for the member.
Portola Valley, CA Sch. Dist. Go Bonds · Government or agency debt
The filing reports a sale for the member.
Primoris Services Corporation (PRIM) · Stock
The filing reports a partial sale for the member.
Stifel Financial Corporation Common Stock (SF) · Stock
The filing reports a partial sale for the member.
RBC Bearings Incorporated Common Stock (RBC) · Stock
The filing reports a partial sale for the member.
Legence Corp. - Class A Common stock (LGN) · Stock
The filing reports a purchase for the member.
LandBridge Company LLC Class A Shares Representing Limited Liability Company Interests (LB) · Stock
The filing reports a purchase for the member.
Mitsubishi Heavy Industries Ltd Ordinary Shares (MHVYF) · Stock
The filing reports a purchase for the member.
LandBridge Company LLC Class A Shares Representing Limited Liability Company Interests (LB) · Stock
The filing reports a purchase for the member.
Mitsubishi UFJ Financial Group Inc Ordinary Shares (MBFJF) · Stock
The filing reports a purchase for the member.
DBS GROUP HLDGS LTD ORD (DBSDF) · Stock
The filing reports a purchase for the member.
NINTENDO CO LTD ORD (NTDOF) · Stock
The filing reports a purchase for the member.
Tencent Holdings Limited Ordinary Shares (TCTZF) · Stock
The filing reports a purchase for the member.
| Security / owner | Activity | Reported value | Traded / filed | Source |
|---|---|---|---|---|
| LPLALPL Financial Holdings Inc. - Common Stock (LPLA) [ST]self · ST | PurchaseP | $1,001 – $15,000Reported range; exact amount not disclosed. | December 10, 2025Filed Jan 1233 days after trade | Original report |
| CSGPCoStar Group, Inc. - Common Stock (CSGP) [ST]self · ST | PurchaseP | $1,001 – $15,000Reported range; exact amount not disclosed. | December 10, 2025Filed Jan 1233 days after trade | Original report |
| DASHDoorDash, Inc. - Common Stock (DASH) [ST]self · ST | PurchaseP | $1,001 – $15,000Reported range; exact amount not disclosed. | December 10, 2025Filed Jan 1233 days after trade | Original report |
| Government or agency debtSoutheast Energy Authority Cooperative District, Alabama Bonds [GS]self · GS | PurchaseP | $250,001 – $500,000Reported range; exact amount not disclosed. | December 1, 2025Filed Dec 1514 days after trade | Original report |
| GOOGLAlphabet Inc. - Class A Common Stock (GOOGL) [ST]self · ST | Partial saleS (partial) | $1,001 – $15,000Reported range; exact amount not disclosed. | November 26, 2025Filed Dec 1519 days after trade | Original report |
| TKOTKO Group Holdings, Inc. Class A Common Stock (TKO) [ST]self · ST | PurchaseP | $1,001 – $15,000Reported range; exact amount not disclosed. | November 26, 2025Filed Dec 1519 days after trade | Original report |
| SPOTSpotify Technology S.A. Ordinary Shares (SPOT) [ST]self · ST | Partial saleS (partial) | $1,001 – $15,000Reported range; exact amount not disclosed. | November 26, 2025Filed Dec 1519 days after trade | Original report |
| FWRGFirst Watch Restaurant Group, Inc. - Common Stock (FWRG) [ST]self · ST | PurchaseP | $1,001 – $15,000Reported range; exact amount not disclosed. | November 26, 2025Filed Dec 1519 days after trade | Original report |
| Government or agency debtPortola Valley, CA Sch. Dist. Go Bonds [GS]self · GS | SaleS | $250,001 – $500,000Reported range; exact amount not disclosed. | November 25, 2025Filed Dec 1520 days after trade | Original report |
| PRIMPrimoris Services Corporation (PRIM) [ST]self · ST | Partial saleS (partial) | $1,001 – $15,000Reported range; exact amount not disclosed. | November 24, 2025Filed Dec 1521 days after trade | Original report |
| SFStifel Financial Corporation Common Stock (SF) [ST]self · ST | Partial saleS (partial) | $1,001 – $15,000Reported range; exact amount not disclosed. | November 24, 2025Filed Dec 1521 days after trade | Original report |
| RBCRBC Bearings Incorporated Common Stock (RBC) [ST]self · ST | Partial saleS (partial) | $1,001 – $15,000Reported range; exact amount not disclosed. | November 24, 2025Filed Dec 1521 days after trade | Original report |
| LGNLegence Corp. - Class A Common stock (LGN) [ST]self · ST | PurchaseP | $1,001 – $15,000Reported range; exact amount not disclosed. | November 24, 2025Filed Dec 1521 days after trade | Original report |
| LBLandBridge Company LLC Class A Shares Representing Limited Liability Company Interests (LB) [ST]self · ST | PurchaseP | $15,001 – $50,000Reported range; exact amount not disclosed. | November 21, 2025Filed Dec 1524 days after trade | Original report |
| MHVYFMitsubishi Heavy Industries Ltd Ordinary Shares (MHVYF) [ST]self · ST | PurchaseP | $1,001 – $15,000Reported range; exact amount not disclosed. | November 20, 2025Filed Dec 1525 days after trade | Original report |
| LBLandBridge Company LLC Class A Shares Representing Limited Liability Company Interests (LB) [ST]self · ST | PurchaseP | $50,001 – $100,000Reported range; exact amount not disclosed. | November 20, 2025Filed Dec 1525 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. | November 20, 2025Filed Dec 1525 days after trade | Original report |
| DBSDFDBS GROUP HLDGS LTD ORD (DBSDF) [ST]self · ST | PurchaseP | $1,001 – $15,000Reported range; exact amount not disclosed. | November 20, 2025Filed Dec 1525 days after trade | Original report |
| NTDOFNINTENDO CO LTD ORD (NTDOF) [ST]self · ST | PurchaseP | $1,001 – $15,000Reported range; exact amount not disclosed. | November 20, 2025Filed Dec 1525 days after trade | Original report |
| TCTZFTencent Holdings Limited Ordinary Shares (TCTZF) [ST]self · ST | PurchaseP | $1,001 – $15,000Reported range; exact amount not disclosed. | November 20, 2025Filed Dec 1525 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.
