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 20 trades on this page.
Quest Diagnostics Incorporated Common Stock (DGX) · 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 |
AbbVie Inc. Common Stock (ABBV) · Stock
The filing reports a purchase for the member.
Bristol-Myers Squibb Company Common Stock (BMY) · Stock
The filing reports a sale for the member.
Thermo Fisher Scientific Inc Common Stock (TMO) · Stock
The filing reports a sale for the member.
UnitedHealth Group Incorporated Common Stock (UNH) · Stock
The filing reports a purchase for the member.
Dropbox, Inc. - Class A Common Stock (DBX) · Stock
The filing reports a sale for the member.
The Cigna Group Common Stock (CI) · Stock
The filing reports a sale for the member.
Accenture plc Class A Ordinary Shares (ACN) · Stock
The filing reports a purchase for the member.
Micron Technology, Inc. - Common Stock (MU) · Stock
The filing reports a purchase for the member.
Take-Two Interactive Software, Inc. - Common Stock (TTWO) · Stock
The filing reports a purchase for the member.
Centene Corporation Common Stock (CNC) · Stock
The filing reports a purchase for the member.
Dover Corporation Common Stock (DOV) · Stock
The filing reports a sale for the member.
Citigroup, Inc. Common Stock (C) · Stock
The filing reports a sale for the member.
Johnson Controls International plc Ordinary Share (JCI) · Stock
The filing reports a purchase for the member.
Hewlett Packard Enterprise Company Common Stock (HPE) · Stock
The filing reports a sale for the member.
Globant S.A. Common Shares (GLOB) · Stock
The filing reports a purchase for the member.
American International Group, Inc. New Common Stock (AIG) · Stock
The filing reports a purchase for the member.
American Financial Group, Inc. Common Stock (AFG) · Stock
The filing reports a sale for the member.
Schlumberger N.V. Common Stock (SLB) · Stock
The filing reports a sale for the member.
Salesforce, Inc. Common Stock (CRM) · Stock
The filing reports a sale for the member.
| Security / owner | Activity | Reported value | Traded / filed | Source |
|---|---|---|---|---|
| DGXQuest Diagnostics Incorporated Common Stock (DGX) [ST]self · ST | PurchaseP | $1,001 – $15,000Reported range; exact amount not disclosed. | April 28, 2025Filed Jan 13260 days after trade | Original report |
| ABBVAbbVie Inc. Common Stock (ABBV) [ST]self · ST | PurchaseP | $1,001 – $15,000Reported range; exact amount not disclosed. | April 28, 2025Filed Jan 13260 days after trade | Original report |
| BMYBristol-Myers Squibb Company Common Stock (BMY) [ST]self · ST | SaleS | $1,001 – $15,000Reported range; exact amount not disclosed. | April 28, 2025Filed Jan 13260 days after trade | Original report |
| TMOThermo Fisher Scientific Inc Common Stock (TMO) [ST]self · ST | SaleS | $1,001 – $15,000Reported range; exact amount not disclosed. | April 28, 2025Filed Jan 13260 days after trade | Original report |
| UNHUnitedHealth Group Incorporated Common Stock (UNH) [ST]self · ST | PurchaseP | $1,001 – $15,000Reported range; exact amount not disclosed. | April 22, 2025Filed Jan 13266 days after trade | Original report |
| DBXDropbox, Inc. - Class A Common Stock (DBX) [ST]self · ST | SaleS | $1,001 – $15,000Reported range; exact amount not disclosed. | April 22, 2025Filed Jan 13266 days after trade | Original report |
| CIThe Cigna Group Common Stock (CI) [ST]self · ST | SaleS | $1,001 – $15,000Reported range; exact amount not disclosed. | April 22, 2025Filed Jan 13266 days after trade | Original report |
| ACNAccenture plc Class A Ordinary Shares (ACN) [ST]self · ST | PurchaseP | $1,001 – $15,000Reported range; exact amount not disclosed. | April 22, 2025Filed Jan 13266 days after trade | Original report |
| MUMicron Technology, Inc. - Common Stock (MU) [ST]self · ST | PurchaseP | $1,001 – $15,000Reported range; exact amount not disclosed. | April 14, 2025Filed Jan 13274 days after trade | Original report |
| TTWOTake-Two Interactive Software, Inc. - Common Stock (TTWO) [ST]self · ST | PurchaseP | $1,001 – $15,000Reported range; exact amount not disclosed. | April 14, 2025Filed Jan 13274 days after trade | Original report |
| CNCCentene Corporation Common Stock (CNC) [ST]self · ST | PurchaseP | $1,001 – $15,000Reported range; exact amount not disclosed. | April 14, 2025Filed Jan 13274 days after trade | Original report |
| DOVDover Corporation Common Stock (DOV) [ST]self · ST | SaleS | $1,001 – $15,000Reported range; exact amount not disclosed. | April 11, 2025Filed Jan 13277 days after trade | Original report |
| CCitigroup, Inc. Common Stock (C) [ST]self · ST | SaleS | $1,001 – $15,000Reported range; exact amount not disclosed. | April 11, 2025Filed Jan 13277 days after trade | Original report |
| JCIJohnson Controls International plc Ordinary Share (JCI) [ST]self · ST | PurchaseP | $1,001 – $15,000Reported range; exact amount not disclosed. | March 19, 2025Filed Jan 13300 days after trade | Original report |
| HPEHewlett Packard Enterprise Company Common Stock (HPE) [ST]self · ST | SaleS | $1,001 – $15,000Reported range; exact amount not disclosed. | March 13, 2025Filed Jan 13306 days after trade | Original report |
| GLOBGlobant S.A. Common Shares (GLOB) [ST]self · ST | PurchaseP | $1,001 – $15,000Reported range; exact amount not disclosed. | February 28, 2025Filed Jan 13319 days after trade | Original report |
| AIGAmerican International Group, Inc. New Common Stock (AIG) [ST]self · ST | PurchaseP | $1,001 – $15,000Reported range; exact amount not disclosed. | February 24, 2025Filed Jan 13323 days after trade | Original report |
| AFGAmerican Financial Group, Inc. Common Stock (AFG) [ST]self · ST | SaleS | $1,001 – $15,000Reported range; exact amount not disclosed. | February 24, 2025Filed Jan 13323 days after trade | Original report |
| SLBSchlumberger N.V. Common Stock (SLB) [ST]self · ST | SaleS | $1,001 – $15,000Reported range; exact amount not disclosed. | February 24, 2025Filed Jan 13323 days after trade | Original report |
| CRMSalesforce, Inc. Common Stock (CRM) [ST]self · ST | SaleS | $1,001 – $15,000Reported range; exact amount not disclosed. | February 7, 2025Filed Jan 13340 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.
