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 8, 2026.
Only imported reports are counted. Empty periods may reflect missing history.
Select a category to focus the chart.
All 257 transactions in this period
Share of reported transactions, not portfolio allocation.
135 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.
Arthur J. Gallagher & Co. Common Stock (AJG) · Stock
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: October 23, 2024 – February 20, 2026. A five-year selection does not guarantee five years of records.
| Period | Purchases | Sales | Other |
|---|---|---|---|
| October 1, 2024 | 79 | 0 | 0 |
| November 1, 2024 | 5 | 5 | 0 |
| December 1, 2024 | 4 | 5 | 0 |
| January 1, 2025 | 8 | 9 | 0 |
| February 1, 2025 | 3 | 4 | 0 |
| March 1, 2025 | 1 | 1 | 0 |
| April 1, 2025 | 8 | 6 | 0 |
| May 1, 2025 | 2 | 3 | 0 |
| June 1, 2025 | 4 | 1 | 0 |
| July 1, 2025 | 10 | 15 | 0 |
| August 1, 2025 | 4 | 5 | 0 |
| September 1, 2025 | 4 | 2 | 0 |
| October 1, 2025 | 8 | 9 | 0 |
| November 1, 2025 | 3 | 3 | 0 |
| December 1, 2025 | 6 | 7 | 0 |
| January 1, 2026 | 0 | 0 | 0 |
| February 1, 2026 | 15 | 18 | 0 |
| March 1, 2026 | 0 | 0 | 0 |
| April 1, 2026 | 0 | 0 | 0 |
| May 1, 2026 | 0 | 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 |
Public Service Enterprise Group Incorporated Common Stock (PEG) · Stock
The filing reports a purchase for the member.
Broadcom Inc. - Common Stock (AVGO) · Stock
The filing reports a purchase for the member.
Expand Energy Corporation - Common Stock (EXE) · Stock
The filing reports a purchase for the member.
AT&T Inc. (T) · Stock
The filing reports a purchase for the member.
The Bank of New York Mellon Corporation Common Stock (BK) · Stock
The filing reports a purchase for the member.
Taiwan Semiconductor Manufacturing Company Ltd. (TSM) · Stock
The filing reports a purchase for the member.
Tapestry, Inc. Common Stock (TPR) · Stock
The filing reports a purchase for the member.
UnitedHealth Group Incorporated Common Stock (UNH) · Stock
The filing reports a purchase for the member.
Apple Inc. - Common Stock (AAPL) · Stock
The filing reports a purchase for the member.
BXP, Inc. Common Stock (BXP) · Stock
The filing reports a purchase for the member.
Duke Energy Corporation (DUK) · Stock
The filing reports a purchase for the member.
Microsoft Corporation - Common Stock (MSFT) · Stock
The filing reports a purchase for the member.
The Kraft Heinz Company - Common Stock (KHC) · Stock
The filing reports a purchase for the member.
JP Morgan Chase & Co. Common Stock (JPM) · Stock
The filing reports a purchase for the member.
Williams-Sonoma, Inc. Common Stock (WSM) · Stock
The filing reports a purchase for the member.
Dropbox, Inc. - Class A Common Stock (DBX) · Stock
The filing reports a purchase for the member.
| Security / owner | Activity | Reported value | Traded / filed | Source |
|---|---|---|---|---|
| AJGArthur J. Gallagher & Co. Common Stock (AJG) [ST]self · ST | PurchaseP | $1,001 – $15,000Reported range; exact amount not disclosed. | October 23, 2024Filed Jan 13447 days after trade | Original report |
| PEGPublic Service Enterprise Group Incorporated Common Stock (PEG) [ST]self · ST | PurchaseP | $1,001 – $15,000Reported range; exact amount not disclosed. | October 23, 2024Filed Jan 13447 days after trade | Original report |
| AVGOBroadcom Inc. - Common Stock (AVGO) [ST]self · ST | PurchaseP | $1,001 – $15,000Reported range; exact amount not disclosed. | October 23, 2024Filed Jan 13447 days after trade | Original report |
| EXEExpand Energy Corporation - Common Stock (EXE) [ST]self · ST | PurchaseP | $1,001 – $15,000Reported range; exact amount not disclosed. | October 23, 2024Filed Jan 13447 days after trade | Original report |
| TAT&T Inc. (T) [ST]self · ST | PurchaseP | $1,001 – $15,000Reported range; exact amount not disclosed. | October 23, 2024Filed Jan 13447 days after trade | Original report |
| BKThe Bank of New York Mellon Corporation Common Stock (BK) [ST]self · ST | PurchaseP | $1,001 – $15,000Reported range; exact amount not disclosed. | October 23, 2024Filed Jan 13447 days after trade | Original report |
| TSMTaiwan Semiconductor Manufacturing Company Ltd. (TSM) [ST]self · ST | PurchaseP | $15,001 – $50,000Reported range; exact amount not disclosed. | October 23, 2024Filed Jan 13447 days after trade | Original report |
| TPRTapestry, Inc. Common Stock (TPR) [ST]self · ST | PurchaseP | $1,001 – $15,000Reported range; exact amount not disclosed. | October 23, 2024Filed Jan 13447 days after trade | Original report |
| UNHUnitedHealth Group Incorporated Common Stock (UNH) [ST]self · ST | PurchaseP | $1,001 – $15,000Reported range; exact amount not disclosed. | October 23, 2024Filed Jan 13447 days after trade | Original report |
| AAPLApple Inc. - Common Stock (AAPL) [ST]self · ST | PurchaseP | $15,001 – $50,000Reported range; exact amount not disclosed. | October 23, 2024Filed Jan 13447 days after trade | Original report |
| BXPBXP, Inc. Common Stock (BXP) [ST]self · ST | PurchaseP | $1,001 – $15,000Reported range; exact amount not disclosed. | October 23, 2024Filed Jan 13447 days after trade | Original report |
| DUKDuke Energy Corporation (DUK) [ST]self · ST | PurchaseP | $1,001 – $15,000Reported range; exact amount not disclosed. | October 23, 2024Filed Jan 13447 days after trade | Original report |
| MSFTMicrosoft Corporation - Common Stock (MSFT) [ST]self · ST | PurchaseP | $1,001 – $15,000Reported range; exact amount not disclosed. | October 23, 2024Filed Jan 13447 days after trade | Original report |
| KHCThe Kraft Heinz Company - Common Stock (KHC) [ST]self · ST | PurchaseP | $1,001 – $15,000Reported range; exact amount not disclosed. | October 23, 2024Filed Jan 13447 days after trade | Original report |
| JPMJP Morgan Chase & Co. Common Stock (JPM) [ST]self · ST | PurchaseP | $1,001 – $15,000Reported range; exact amount not disclosed. | October 23, 2024Filed Jan 13447 days after trade | Original report |
| WSMWilliams-Sonoma, Inc. Common Stock (WSM) [ST]self · ST | PurchaseP | $1,001 – $15,000Reported range; exact amount not disclosed. | October 23, 2024Filed Jan 13447 days after trade | Original report |
| DBXDropbox, Inc. - Class A Common Stock (DBX) [ST]self · ST | PurchaseP | $1,001 – $15,000Reported range; exact amount not disclosed. | October 23, 2024Filed Jan 13447 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.
