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.
Compass, Inc. Class A Common Stock (COMP) · 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 |
Artivion, Inc. Common Stock (AORT) · Stock
The filing reports a purchase for the member.
Semtech Corporation - Common Stock (SMTC) · Stock
The filing reports a partial sale for the member.
Fabrinet Ordinary Shares (FN) · Stock
The filing reports a sale for the member.
CSW Industrials, Inc. Common Stock (CSW) · Stock
The filing reports a purchase for the member.
U.S. Physical Therapy, Inc. Common Stock (USPH) · Stock
The filing reports a purchase for the member.
Ferguson Enterprises Inc. Common Stock (FERG) · Stock
The filing reports a purchase for the member.
Lamar Advertising Company - Class A Common Stock (LAMR) · Stock
The filing reports a partial sale for the member.
Houlihan Lokey, Inc. Class A Common Stock (HLI) · Stock
The filing reports a purchase for the member.
Balchem Corporation - Common Stock (BCPC) · Stock
The filing reports a purchase for the member.
HealthEquity, Inc. - Common Stock (HQY) · Stock
The filing reports a purchase for the member.
Independence Realty Trust, Inc. Common Stock (IRT) · Stock
The filing reports a purchase for the member.
Minerals Technologies Inc. Common Stock (MTX) · Stock
The filing reports a purchase for the member.
The Vita Coco Company, Inc. - Common Stock (COCO) · Stock
The filing reports a purchase for the member.
Enerpac Tool Group Corp. Common Stock (EPAC) · Stock
The filing reports a purchase for the member.
Horace Mann Educators Corporation Common Stock (HMN) · Stock
The filing reports a purchase for the member.
BioCryst Pharmaceuticals, Inc. - Common Stock (BCRX) · Stock
The filing reports a purchase for the member.
National Health Investors, Inc. Common Stock (NHI) · Stock
The filing reports a purchase for the member.
Stifel Financial Corporation Common Stock (SF) · Stock
The filing reports a purchase for the member.
Ameris Bancorp - Common Stock (ABCB) · Stock
The filing reports a purchase for the member.
| Security / owner | Activity | Reported value | Traded / filed | Source |
|---|---|---|---|---|
| COMPCompass, Inc. Class A Common Stock (COMP) [ST]self · ST | PurchaseP | $1,001 – $15,000Reported range; exact amount not disclosed. | July 16, 2026Filed Sep 450 days after trade | Original report |
| AORTArtivion, Inc. Common Stock (AORT) [ST]self · ST | PurchaseP | $1,001 – $15,000Reported range; exact amount not disclosed. | July 16, 2026Filed Sep 450 days after trade | Original report |
| SMTCSemtech Corporation - Common Stock (SMTC) [ST]self · ST | Partial saleS (partial) | $1,001 – $15,000Reported range; exact amount not disclosed. | July 16, 2026Filed Sep 450 days after trade | Original report |
| FNFabrinet Ordinary Shares (FN) [ST]self · ST | SaleS | $15,001 – $50,000Reported range; exact amount not disclosed. | July 16, 2026Filed Sep 450 days after trade | Original report |
| CSWCSW Industrials, Inc. Common Stock (CSW) [ST]self · ST | PurchaseP | $1,001 – $15,000Reported range; exact amount not disclosed. | July 16, 2026Filed Sep 450 days after trade | Original report |
| USPHU.S. Physical Therapy, Inc. Common Stock (USPH) [ST]self · ST | PurchaseP | $1,001 – $15,000Reported range; exact amount not disclosed. | July 16, 2026Filed Sep 450 days after trade | Original report |
| FERGFerguson Enterprises Inc. Common Stock (FERG) [ST]self · ST | PurchaseP | $1,001 – $15,000Reported range; exact amount not disclosed. | July 16, 2026Filed Sep 450 days after trade | Original report |
| LAMRLamar Advertising Company - Class A Common Stock (LAMR) [ST]self · ST | Partial saleS (partial) | $1,001 – $15,000Reported range; exact amount not disclosed. | July 16, 2026Filed Sep 450 days after trade | Original report |
| HLIHoulihan Lokey, Inc. Class A Common Stock (HLI) [ST]self · ST | PurchaseP | $1,001 – $15,000Reported range; exact amount not disclosed. | July 16, 2026Filed Sep 450 days after trade | Original report |
| BCPCBalchem Corporation - Common Stock (BCPC) [ST]self · ST | PurchaseP | $1,001 – $15,000Reported range; exact amount not disclosed. | July 10, 2026Filed Sep 456 days after trade | Original report |
| HQYHealthEquity, Inc. - Common Stock (HQY) [ST]self · ST | PurchaseP | $1,001 – $15,000Reported range; exact amount not disclosed. | July 10, 2026Filed Sep 456 days after trade | Original report |
| IRTIndependence Realty Trust, Inc. Common Stock (IRT) [ST]self · ST | PurchaseP | $1,001 – $15,000Reported range; exact amount not disclosed. | July 10, 2026Filed Sep 456 days after trade | Original report |
| MTXMinerals Technologies Inc. Common Stock (MTX) [ST]self · ST | PurchaseP | $1,001 – $15,000Reported range; exact amount not disclosed. | July 10, 2026Filed Sep 456 days after trade | Original report |
| COCOThe Vita Coco Company, Inc. - Common Stock (COCO) [ST]self · ST | PurchaseP | $1,001 – $15,000Reported range; exact amount not disclosed. | July 10, 2026Filed Sep 456 days after trade | Original report |
| EPACEnerpac Tool Group Corp. Common Stock (EPAC) [ST]self · ST | PurchaseP | $1,001 – $15,000Reported range; exact amount not disclosed. | July 10, 2026Filed Sep 456 days after trade | Original report |
| HMNHorace Mann Educators Corporation Common Stock (HMN) [ST]self · ST | PurchaseP | $1,001 – $15,000Reported range; exact amount not disclosed. | July 10, 2026Filed Sep 456 days after trade | Original report |
| BCRXBioCryst Pharmaceuticals, Inc. - Common Stock (BCRX) [ST]self · ST | PurchaseP | $1,001 – $15,000Reported range; exact amount not disclosed. | July 10, 2026Filed Sep 456 days after trade | Original report |
| NHINational Health Investors, Inc. Common Stock (NHI) [ST]self · ST | PurchaseP | $1,001 – $15,000Reported range; exact amount not disclosed. | July 10, 2026Filed Sep 456 days after trade | Original report |
| SFStifel Financial Corporation Common Stock (SF) [ST]self · ST | PurchaseP | $1,001 – $15,000Reported range; exact amount not disclosed. | July 10, 2026Filed Sep 456 days after trade | Original report |
| ABCBAmeris Bancorp - Common Stock (ABCB) [ST]self · ST | PurchaseP | $1,001 – $15,000Reported range; exact amount not disclosed. | July 10, 2026Filed Sep 456 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.
