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, 2025 – October 8, 2026.
Only imported reports are counted. Empty periods may reflect missing history.
Select a category to focus the chart.
All 63 transactions in this period
Share of reported transactions, not portfolio allocation.
55 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.
Warner Bros. Discovery, Inc. - Series A Common Stock (WBD) · Stock
The filing reports a 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: October 23, 2024 – February 20, 2026. A five-year selection does not guarantee five years of records.
| Period | Purchases | Sales | Other |
|---|---|---|---|
| October 1, 2025 | 6 | 5 | 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 |
Icon Energy Corp. - Common stock (ICON) · Stock
The filing reports a purchase for the member.
Waters Corporation Common Stock (WAT) · Stock
The filing reports a purchase for the member.
Abbott Laboratories Common Stock (ABT) · Stock
The filing reports a sale for the member.
AstraZeneca PLC - American Depositary Shares (AZN) · Stock
The filing reports a purchase for the member.
Mettler-Toledo International, Inc. Common Stock (MTD) · Stock
The filing reports a sale for the member.
State Street Corporation Common Stock (STT) · Stock
The filing reports a partial sale for the member.
Stifel Financial Corporation Common Stock (SF) · Stock
The filing reports a purchase for the member.
Coca-Cola Company (KO) · Stock
The filing reports a purchase for the member.
Walt Disney Company (DIS) · Stock
The filing reports a purchase for the member.
Extra Space Storage Inc Common Stock (EXR) · Stock
The filing reports a sale for the member.
Chipotle Mexican Grill, Inc. Common Stock (CMG) · Stock
The filing reports a sale for the member.
US Treasury Note 3/31/2025 · Government or agency debt
The filing reports a purchase for the member.
Universal Health Services, Inc. Common Stock (UHS) · Stock
The filing reports a purchase for the member.
International Business Machines Corporation Common Stock (IBM) · Stock
The filing reports a purchase for the member.
Roblox Corporation Class A Common Stock (RBLX) · Stock
The filing reports a sale for the member.
RELX PLC PLC American Depositary Shares (RELX) · Stock
The filing reports a purchase for the member.
Amazon.com, Inc. - Common Stock (AMZN) · Stock
The filing reports a partial sale for the member.
Broadcom Inc. - Common Stock (AVGO) · Stock
The filing reports a partial sale for the member.
Roblox Corporation Class A Common Stock (RBLX) · Stock
The filing reports a purchase for the member.
| Security / owner | Activity | Reported value | Traded / filed | Source |
|---|---|---|---|---|
| WBDWarner Bros. Discovery, Inc. - Series A Common Stock (WBD) [ST]self · ST | SaleS | $1,001 – $15,000Reported range; exact amount not disclosed. | December 8, 2025Filed Jan 1336 days after trade | Original report |
| ICONIcon Energy Corp. - Common stock (ICON) [ST]self · ST | PurchaseP | $1,001 – $15,000Reported range; exact amount not disclosed. | December 8, 2025Filed Jan 1336 days after trade | Original report |
| WATWaters Corporation Common Stock (WAT) [ST]self · ST | PurchaseP | $1,001 – $15,000Reported range; exact amount not disclosed. | December 8, 2025Filed Jan 1336 days after trade | Original report |
| ABTAbbott Laboratories Common Stock (ABT) [ST]self · ST | SaleS | $1,001 – $15,000Reported range; exact amount not disclosed. | December 8, 2025Filed Jan 1336 days after trade | Original report |
| AZNAstraZeneca PLC - American Depositary Shares (AZN) [ST]self · ST | PurchaseP | $1,001 – $15,000Reported range; exact amount not disclosed. | December 8, 2025Filed Jan 1336 days after trade | Original report |
| MTDMettler-Toledo International, Inc. Common Stock (MTD) [ST]self · ST | SaleS | $1,001 – $15,000Reported range; exact amount not disclosed. | December 8, 2025Filed Jan 1336 days after trade | Original report |
| STTState Street Corporation Common Stock (STT) [ST]self · ST | Partial saleS (partial) | $1,001 – $15,000Reported range; exact amount not disclosed. | November 21, 2025Filed Jan 1353 days after trade | Original report |
| SFStifel Financial Corporation Common Stock (SF) [ST]self · ST | PurchaseP | $1,001 – $15,000Reported range; exact amount not disclosed. | November 3, 2025Filed Jan 1371 days after trade | Original report |
| KOCoca-Cola Company (KO) [ST]self · ST | PurchaseP | $1,001 – $15,000Reported range; exact amount not disclosed. | November 3, 2025Filed Jan 1371 days after trade | Original report |
| DISWalt Disney Company (DIS) [ST]self · ST | PurchaseP | $1,001 – $15,000Reported range; exact amount not disclosed. | November 3, 2025Filed Jan 1371 days after trade | Original report |
| EXRExtra Space Storage Inc Common Stock (EXR) [ST]self · ST | SaleS | $1,001 – $15,000Reported range; exact amount not disclosed. | November 3, 2025Filed Jan 1371 days after trade | Original report |
| CMGChipotle Mexican Grill, Inc. Common Stock (CMG) [ST]self · ST | SaleS | $1,001 – $15,000Reported range; exact amount not disclosed. | November 3, 2025Filed Jan 1371 days after trade | Original report |
| Government or agency debtUS Treasury Note 3/31/2025 [GS]self · GS | PurchaseP | $1,001 – $15,000Reported range; exact amount not disclosed. | October 25, 2025Filed Jan 1380 days after trade | Original report |
| UHSUniversal Health Services, Inc. Common Stock (UHS) [ST]self · ST | PurchaseP | $1,001 – $15,000Reported range; exact amount not disclosed. | October 23, 2025Filed Jan 1382 days after trade | Original report |
| IBMInternational Business Machines Corporation Common Stock (IBM) [ST]self · ST | PurchaseP | $1,001 – $15,000Reported range; exact amount not disclosed. | October 22, 2025Filed Jan 1383 days after trade | Original report |
| RBLXRoblox Corporation Class A Common Stock (RBLX) [ST]self · ST | SaleS | $1,001 – $15,000Reported range; exact amount not disclosed. | October 22, 2025Filed Jan 1383 days after trade | Original report |
| RELXRELX PLC PLC American Depositary Shares (RELX) [ST]self · ST | PurchaseP | $1,001 – $15,000Reported range; exact amount not disclosed. | October 22, 2025Filed Jan 1383 days after trade | Original report |
| AMZNAmazon.com, Inc. - Common Stock (AMZN) [ST]self · ST | Partial saleS (partial) | $1,001 – $15,000Reported range; exact amount not disclosed. | October 22, 2025Filed Jan 1383 days after trade | Original report |
| AVGOBroadcom Inc. - Common Stock (AVGO) [ST]self · ST | Partial saleS (partial) | $1,001 – $15,000Reported range; exact amount not disclosed. | October 16, 2025Filed Jan 1389 days after trade | Original report |
| RBLXRoblox Corporation Class A Common Stock (RBLX) [ST]self · ST | PurchaseP | $1,001 – $15,000Reported range; exact amount not disclosed. | October 16, 2025Filed Jan 1389 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.
