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: all imported history – October 10, 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
Share of reported transactions, not portfolio allocation.
453 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.
Amdocs Limited - Ordinary Shares (DOX) · 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 |
|---|---|---|---|
| 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 |
Mitsubishi Heavy Industries Ltd Ordinary Shares (MHVYF) · Stock
The filing reports a purchase for the member.
Southwestern Community College Dist. CA, Bonds · Government or agency debt
The filing reports a sale for the member.
Anaheim CA Elementary School District GO Bonds · Government or agency debt
The filing reports a sale for the member.
Fortive Corporation Common Stock (FTV) · Stock
The filing reports a sale for the member.
Oakland, CA GO Bonds · Government or agency debt
The filing reports a sale for the member.
Bay Area Toll Authority, CA, Toll Bridge Revenue Bonds · Government or agency debt
The filing reports a sale for the member.
Los Angeles County, CA, Met. Transportation Authority Bonds · Government or agency debt
The filing reports a partial sale for the member.
Puente Basin Water Agency CA Bonds · Government or agency debt
The filing reports a sale for the member.
Moreno Valley, CA, USD Bonds · Government or agency debt
The filing reports a sale for the member.
U.S. Bancorp Common Stock (USB) · Stock
The filing reports a sale for the member.
Bucks County, PA Industrial Development Authority Hospital Rev Bonds · Government or agency debt
The filing reports a purchase for the member.
Aris Water Solutions, Inc. Class A Common Stock (ARIS) · Stock
The filing reports a sale for the member.
Waste Management, Inc. Common Stock (WM) · Stock
The filing reports a partial sale for the member.
WaterBridge Infrastructure LLC Cl A (WBI) · Other reported asset
The filing reports a purchase for the member.
Bloom Energy Corporation Class A Common Stock (BE) · Stock
The filing reports a purchase for the member.
Thermon Group Holdings, Inc. Common Stock (THR) · Stock
The filing reports a purchase for the member.
Workday, Inc. - Class A Common Stock (WDAY) · Stock
The filing reports a purchase for the member.
CoStar Group, Inc. - Common Stock (CSGP) · Stock
The filing reports a purchase for the member.
GoDaddy Inc. Class A Common Stock (GDDY) · Stock
The filing reports a partial sale for the member.
| Security / owner | Activity | Reported value | Traded / filed | Source |
|---|---|---|---|---|
| DOXAmdocs Limited - Ordinary Shares (DOX) [ST]self · ST | Partial saleS (partial) | $1,001 – $15,000Reported range; exact amount not disclosed. | September 30, 2025Filed Oct 1010 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. | September 30, 2025Filed Oct 1010 days after trade | Original report |
| Government or agency debtSouthwestern Community College Dist. CA, Bonds [GS]self · GS | SaleS | $250,001 – $500,000Reported range; exact amount not disclosed. | September 30, 2025Filed Oct 1010 days after trade | Original report |
| Government or agency debtAnaheim CA Elementary School District GO Bonds [GS]self · GS | SaleS | $100,001 – $250,000Reported range; exact amount not disclosed. | September 30, 2025Filed Oct 1010 days after trade | Original report |
| FTVFortive Corporation Common Stock (FTV) [ST]self · ST | SaleS | $15,001 – $50,000Reported range; exact amount not disclosed. | September 30, 2025Filed Oct 1010 days after trade | Original report |
| Government or agency debtOakland, CA GO Bonds [GS]self · GS | SaleS | $50,001 – $100,000Reported range; exact amount not disclosed. | September 30, 2025Filed Oct 1010 days after trade | Original report |
| Government or agency debtBay Area Toll Authority, CA, Toll Bridge Revenue Bonds [GS]self · GS | SaleS | $500,001 – $1,000,000Reported range; exact amount not disclosed. | September 30, 2025Filed Oct 1010 days after trade | Original report |
| Government or agency debtLos Angeles County, CA, Met. Transportation Authority Bonds [GS]self · GS | Partial saleS (partial) | $250,001 – $500,000Reported range; exact amount not disclosed. | September 30, 2025Filed Oct 1010 days after trade | Original report |
| Government or agency debtPuente Basin Water Agency CA Bonds [GS]self · GS | SaleS | $250,001 – $500,000Reported range; exact amount not disclosed. | September 29, 2025Filed Oct 1011 days after trade | Original report |
| Government or agency debtMoreno Valley, CA, USD Bonds [GS]self · GS | SaleS | $100,001 – $250,000Reported range; exact amount not disclosed. | September 29, 2025Filed Oct 1011 days after trade | Original report |
| USBU.S. Bancorp Common Stock (USB) [ST]self · ST | SaleS | $1,001 – $15,000Reported range; exact amount not disclosed. | September 26, 2025Filed Oct 1014 days after trade | Original report |
| Government or agency debtBucks County, PA Industrial Development Authority Hospital Rev Bonds [GS]self · GS | PurchaseP | $250,001 – $500,000Reported range; exact amount not disclosed. | September 26, 2025Filed Oct 1014 days after trade | Original report |
| ARISAris Water Solutions, Inc. Class A Common Stock (ARIS) [ST]self · ST | SaleS | $15,001 – $50,000Reported range; exact amount not disclosed. | September 26, 2025Filed Oct 1014 days after trade | Original report |
| WMWaste Management, Inc. Common Stock (WM) [ST]self · ST | Partial saleS (partial) | $1,001 – $15,000Reported range; exact amount not disclosed. | September 26, 2025Filed Oct 1014 days after trade | Original report |
| WBIWaterBridge Infrastructure LLC Cl A (WBI) [OT]self · OT | PurchaseP | $15,001 – $50,000Reported range; exact amount not disclosed. | September 26, 2025Filed Oct 1014 days after trade | Original report |
| BEBloom Energy Corporation Class A Common Stock (BE) [ST]self · ST | PurchaseP | $1,001 – $15,000Reported range; exact amount not disclosed. | September 26, 2025Filed Oct 1014 days after trade | Original report |
| THRThermon Group Holdings, Inc. Common Stock (THR) [ST]self · ST | PurchaseP | $1,001 – $15,000Reported range; exact amount not disclosed. | September 22, 2025Filed Oct 1018 days after trade | Original report |
| WDAYWorkday, Inc. - Class A Common Stock (WDAY) [ST]self · ST | PurchaseP | $15,001 – $50,000Reported range; exact amount not disclosed. | September 22, 2025Filed Oct 1018 days after trade | Original report |
| CSGPCoStar Group, Inc. - Common Stock (CSGP) [ST]self · ST | PurchaseP | $1,001 – $15,000Reported range; exact amount not disclosed. | September 22, 2025Filed Oct 1018 days after trade | Original report |
| GDDYGoDaddy Inc. Class A Common Stock (GDDY) [ST]self · ST | Partial saleS (partial) | $15,001 – $50,000Reported range; exact amount not disclosed. | September 22, 2025Filed Oct 1018 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.
