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 7, 2026.
Only imported reports are counted. Empty periods may reflect missing history.
Select a category to focus the chart.
All 17 transactions in this period
Share of reported transactions, not portfolio allocation.
11 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 17 trades on this page.
Morgan Stanley 37-Month One-time Callable Note INDU/SPX - May 2026 · Corporate bond or note
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: November 13, 2025 – May 20, 2026. A five-year selection does not guarantee five years of records.
| Period | Purchases | Sales | Other |
|---|---|---|---|
| November 1, 2025 | 2 | 0 | 0 |
| December 1, 2025 | 8 | 0 | 0 |
| January 1, 2026 | 0 | 0 | 0 |
| February 1, 2026 | 3 | 2 | 0 |
| March 1, 2026 | 0 | 0 | 0 |
| April 1, 2026 | 0 | 0 | 0 |
| May 1, 2026 | 2 | 0 | 0 |
| June 1, 2026 | 0 | 0 | 0 |
| July 1, 2026 | 0 | 0 | 0 |
| August 1, 2026 | 0 | 0 | 0 |
| September 1, 2026 | 0 | 0 | 0 |
| October 1, 2026 | 0 | 0 | 0 |
JP Morgan 3-Year Auto Callable Buffer Note INDU/NDX/RTY- May 2026 · Corporate bond or note
The filing reports a purchase for the member.
Prudential RILA - 10% Buffer 6-year Alliance Bernstein 500 Plus Index with participation rate · Variable annuity
The filing reports a purchase for the member.
Prudential RILA - 10% Buffer 3-year Alliance Bernstein 500 Plus Index · Variable annuity
The filing reports a purchase for the member.
Prudential RILA - 10% Buffer 3-year S&P 500 Index · Variable annuity
The filing reports a purchase for the member.
Brighthouse Buffered Annuity Russell 2000 Cap Rate · Variable annuity
The filing reports a sale for the member.
Brighthouse Buffered Annuity S&P 500 Trigger Rate · Variable annuity
The filing reports a sale for the member.
JP Morgan 3-year auto callable buffer note · Corporate bond or note
The filing reports a purchase for the member.
JP Morgan 3-year one-time callable barrier note · Corporate bond or note
The filing reports a purchase for the member.
JP Morgan 3-year auto callable buffer note · Corporate bond or note
The filing reports a purchase for the member.
Prudential RILA - 10% Buffer 3-year Alliance Bernstein 500 Plus Index · Variable annuity
The filing reports a purchase for the member.
JP Morgan 3-year auto callable buffer note · Corporate bond or note
The filing reports a purchase for the member.
Prudential RILA - 10% Buffer 3-year S&P 500 Index · Variable annuity
The filing reports a purchase for the member.
JP Morgan 3-year auto callable buffer note · Corporate bond or note
The filing reports a purchase for the member.
Prudential RILA - 10% Buffer 6-year Alliance Bernstein 500 Plus Index with participation rate · Variable annuity
The filing reports a purchase for the member.
Bank of Montreal 13-Month Digital Buffer Note · Corporate bond or note
The filing reports a purchase for the member.
JP Morgan 5 year Barrier Note INDU/NDX/RTY · Corporate bond or note
The filing reports a purchase for the member.
| Security / owner | Activity | Reported value | Traded / filed | Source |
|---|---|---|---|---|
| Corporate bond or noteMorgan Stanley 37-Month One-time Callable Note INDU/SPX - May 2026 [CS]self · CS | PurchaseP | $1,000,001 – $5,000,000Reported range; exact amount not disclosed. | May 20, 2026Filed Jun 617 days after trade | Original report |
| Corporate bond or noteJP Morgan 3-Year Auto Callable Buffer Note INDU/NDX/RTY- May 2026 [CS]self · CS | PurchaseP | $5,000,001 – $25,000,000Reported range; exact amount not disclosed. | May 20, 2026Filed Jun 617 days after trade | Original report |
| Variable annuityPrudential RILA - 10% Buffer 6-year Alliance Bernstein 500 Plus Index with participation rate [VA]self · VA | PurchaseP | $1,000,001 – $5,000,000Reported range; exact amount not disclosed. | February 17, 2026Filed Mar 1425 days after trade | Original report |
| Variable annuityPrudential RILA - 10% Buffer 3-year Alliance Bernstein 500 Plus Index [VA]self · VA | PurchaseP | $1,000,001 – $5,000,000Reported range; exact amount not disclosed. | February 17, 2026Filed Mar 1425 days after trade | Original report |
| Variable annuityPrudential RILA - 10% Buffer 3-year S&P 500 Index [VA]self · VA | PurchaseP | $1,000,001 – $5,000,000Reported range; exact amount not disclosed. | February 17, 2026Filed Mar 1425 days after trade | Original report |
| Variable annuityBrighthouse Buffered Annuity Russell 2000 Cap Rate [VA]self · VA | SaleS | $5,000,001 – $25,000,000Reported range; exact amount not disclosed. | February 9, 2026Filed Mar 1433 days after trade | Original report |
| Variable annuityBrighthouse Buffered Annuity S&P 500 Trigger Rate [VA]self · VA | SaleS | $5,000,001 – $25,000,000Reported range; exact amount not disclosed. | February 9, 2026Filed Mar 1433 days after trade | Original report |
| Corporate bond or noteJP Morgan 3-year auto callable buffer note [CS]self · CS | PurchaseP | $5,000,001 – $25,000,000Reported range; exact amount not disclosed. | December 30, 2025Filed Jan 23 days after trade | Original report |
| Corporate bond or noteJP Morgan 3-year one-time callable barrier note [CS]self · CS | PurchaseP | $5,000,001 – $25,000,000Reported range; exact amount not disclosed. | December 30, 2025Filed Jan 23 days after trade | Original report |
| Corporate bond or noteJP Morgan 3-year auto callable buffer note [CS]self · CS | PurchaseP | $5,000,001 – $25,000,000Reported range; exact amount not disclosed. | December 30, 2025Filed Jan 12 days after trade | Original report |
| Variable annuityPrudential RILA - 10% Buffer 3-year Alliance Bernstein 500 Plus Index [VA]self · VA | PurchaseP | $5,000,001 – $25,000,000Reported range; exact amount not disclosed. | December 29, 2025Filed Jan 13 days after trade | Original report |
| Corporate bond or noteJP Morgan 3-year auto callable buffer note [CS]self · CS | PurchaseP | $5,000,001 – $25,000,000Reported range; exact amount not disclosed. | December 30, 2025Filed Dec 311 days after trade | Original report |
| Variable annuityPrudential RILA - 10% Buffer 3-year S&P 500 Index [VA]self · VA | PurchaseP | $5,000,001 – $25,000,000Reported range; exact amount not disclosed. | December 29, 2025Filed Dec 312 days after trade | Original report |
| Corporate bond or noteJP Morgan 3-year auto callable buffer note [CS]self · CS | PurchaseP | $5,000,001 – $25,000,000Reported range; exact amount not disclosed. | December 30, 2025Filed Dec 300 days after trade | Original report |
| Variable annuityPrudential RILA - 10% Buffer 6-year Alliance Bernstein 500 Plus Index with participation rate [VA]self · VA | PurchaseP | $5,000,001 – $25,000,000Reported range; exact amount not disclosed. | December 29, 2025Filed Dec 301 days after trade | Original report |
| Corporate bond or noteBank of Montreal 13-Month Digital Buffer Note [CS]self · CS | PurchaseP | $5,000,001 – $25,000,000Reported range; exact amount not disclosed. | November 13, 2025Filed Dec 1431 days after trade | Original report |
| Corporate bond or noteJP Morgan 5 year Barrier Note INDU/NDX/RTY [CS]self · CS | PurchaseP | $5,000,001 – $25,000,000Reported range; exact amount not disclosed. | November 13, 2025Filed Dec 1431 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.
