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 114 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.
Pepsico, Inc. (PEP) · Stock
The filing reports a sale for a dependent.
Share of reported transactions, not portfolio allocation.
46 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: October 10, 2025 – July 13, 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 | 0 | 0 | 0 |
| October 1, 2025 | 19 | 11 | 0 |
| November 1, 2025 | 0 | 0 | 0 |
| December 1, 2025 | 5 | 3 | 0 |
| January 1, 2026 | 0 | 0 | 0 |
| February 1, 2026 | 0 | 3 | 0 |
| March 1, 2026 | 30 | 20 | 0 |
| April 1, 2026 | 0 | 0 | 0 |
| May 1, 2026 | 2 | 2 | 0 |
| June 1, 2026 | 13 | 3 | 0 |
| July 1, 2026 | 1 | 2 | 0 |
| August 1, 2026 | 0 | 0 | 0 |
| September 1, 2026 | 0 | 0 | 0 |
| October 1, 2026 | 0 | 0 | 0 |
McKesson Corporation Common Stock (MCK) · Stock
The filing reports a purchase for the member.
Atmos Energy Corporation Common Stock (ATO) · Stock
The filing reports a purchase for the member.
Southern Company (SO) · Stock
The filing reports a purchase for the member.
Cisco Systems, Inc. - Common Stock (CSCO) · Stock
The filing reports a purchase for the member.
Sherwin-Williams Company (SHW) · Stock
The filing reports a sale for the member.
Sherwin-Williams Company (SHW) · Stock
The filing reports a sale for a dependent.
Texas Instruments Incorporated - Common Stock (TXN) · Stock
The filing reports a sale for the member.
Dell Technologies Inc. Class C Common Stock (DELL) · Stock
The filing reports a purchase for a dependent.
Taiwan Semiconductor Manufacturing Company Ltd. (TSM) · Stock
The filing reports a purchase for a dependent.
Texas Instruments Incorporated - Common Stock (TXN) · Stock
The filing reports a sale for a dependent.
American Express Company Common Stock (AXP) · Stock
The filing reports a purchase for the member.
Johnson & Johnson Common Stock (JNJ) · Stock
The filing reports a partial sale for a dependent.
Johnson & Johnson Common Stock (JNJ) · Stock
The filing reports a partial sale for a dependent.
Dell Technologies Inc. Class C Common Stock (DELL) · Stock
The filing reports a purchase for the member.
Broadcom Inc. - Common Stock (AVGO) · Stock
The filing reports a purchase for the member.
American Express Company Common Stock (AXP) · Stock
The filing reports a purchase for a dependent.
Carrier Global Corporation Common Stock (CARR) · Stock
The filing reports a sale for a dependent.
Carrier Global Corporation Common Stock (CARR) · Stock
The filing reports a sale for the member.
Goldman Sachs Group, Inc. (GS) · Stock
The filing reports a purchase for a dependent.
| Security / owner | Activity | Reported value | Traded / filed | Source |
|---|---|---|---|---|
| PEPPepsico, Inc. (PEP) [ST]dependent · ST | SaleS | $1,001 – $15,000Reported range; exact amount not disclosed. | December 2, 2025Filed Jan 1645 days after trade | Original report |
| MCKMcKesson Corporation Common Stock (MCK) [ST]self · ST | PurchaseP | $1,001 – $15,000Reported range; exact amount not disclosed. | December 2, 2025Filed Jan 1645 days after trade | Original report |
| ATOAtmos Energy Corporation Common Stock (ATO) [ST]self · ST | PurchaseP | $1,001 – $15,000Reported range; exact amount not disclosed. | December 2, 2025Filed Jan 1645 days after trade | Original report |
| SOSouthern Company (SO) [ST]self · ST | PurchaseP | $1,001 – $15,000Reported range; exact amount not disclosed. | December 2, 2025Filed Jan 1645 days after trade | Original report |
| CSCOCisco Systems, Inc. - Common Stock (CSCO) [ST]self · ST | PurchaseP | $15,001 – $50,000Reported range; exact amount not disclosed. | October 10, 2025Filed Nov 2243 days after trade | Original report |
| SHWSherwin-Williams Company (SHW) [ST]self · ST | SaleS | $15,001 – $50,000Reported range; exact amount not disclosed. | October 10, 2025Filed Nov 2243 days after trade | Original report |
| SHWSherwin-Williams Company (SHW) [ST]dependent · ST | SaleS | $1,001 – $15,000Reported range; exact amount not disclosed. | October 10, 2025Filed Nov 2243 days after trade | Original report |
| TXNTexas Instruments Incorporated - Common Stock (TXN) [ST]self · ST | SaleS | $15,001 – $50,000Reported range; exact amount not disclosed. | October 10, 2025Filed Nov 2243 days after trade | Original report |
| DELLDell Technologies Inc. Class C Common Stock (DELL) [ST]dependent · ST | PurchaseP | $1,001 – $15,000Reported range; exact amount not disclosed. | October 10, 2025Filed Nov 2243 days after trade | Original report |
| TSMTaiwan Semiconductor Manufacturing Company Ltd. (TSM) [ST]dependent · ST | PurchaseP | $1,001 – $15,000Reported range; exact amount not disclosed. | October 10, 2025Filed Nov 2243 days after trade | Original report |
| TXNTexas Instruments Incorporated - Common Stock (TXN) [ST]dependent · ST | SaleS | $1,001 – $15,000Reported range; exact amount not disclosed. | October 10, 2025Filed Nov 2243 days after trade | Original report |
| AXPAmerican Express Company Common Stock (AXP) [ST]self · ST | PurchaseP | $15,001 – $50,000Reported range; exact amount not disclosed. | October 10, 2025Filed Nov 2243 days after trade | Original report |
| JNJJohnson & Johnson Common Stock (JNJ) [ST]dependent · ST | Partial saleS (partial) | $1,001 – $15,000Reported range; exact amount not disclosed. | October 10, 2025Filed Nov 2243 days after trade | Original report |
| JNJJohnson & Johnson Common Stock (JNJ) [ST]dependent · ST | Partial saleS (partial) | $1,001 – $15,000Reported range; exact amount not disclosed. | October 10, 2025Filed Nov 2243 days after trade | Original report |
| DELLDell Technologies Inc. Class C Common Stock (DELL) [ST]self · ST | PurchaseP | $15,001 – $50,000Reported range; exact amount not disclosed. | October 10, 2025Filed Nov 2243 days after trade | Original report |
| AVGOBroadcom Inc. - Common Stock (AVGO) [ST]self · ST | PurchaseP | $15,001 – $50,000Reported range; exact amount not disclosed. | October 10, 2025Filed Nov 2243 days after trade | Original report |
| AXPAmerican Express Company Common Stock (AXP) [ST]dependent · ST | PurchaseP | $1,001 – $15,000Reported range; exact amount not disclosed. | October 10, 2025Filed Nov 2243 days after trade | Original report |
| CARRCarrier Global Corporation Common Stock (CARR) [ST]dependent · ST | SaleS | $1,001 – $15,000Reported range; exact amount not disclosed. | October 10, 2025Filed Nov 2243 days after trade | Original report |
| CARRCarrier Global Corporation Common Stock (CARR) [ST]self · ST | SaleS | $1,001 – $15,000Reported range; exact amount not disclosed. | October 10, 2025Filed Nov 2243 days after trade | Original report |
| GSGoldman Sachs Group, Inc. (GS) [ST]dependent · ST | PurchaseP | $1,001 – $15,000Reported range; exact amount not disclosed. | October 10, 2025Filed Nov 2243 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.
