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 241 transactions in this period
Share of reported transactions, not portfolio allocation.
97 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.
Fifth Third Bancorp - Common Stock (FITB) · Stock
The filing reports an exchange for a joint account.
Most reported assets first. Bars show their share of all transactions in the selected period. Asset names stay as filed.
Imported transaction dates: March 15, 2025 – May 12, 2026. A five-year selection does not guarantee five years of records.
| Period | Purchases | Sales | Other |
|---|---|---|---|
| March 1, 2025 | 1 | 0 | 0 |
| April 1, 2025 | 0 | 0 | 0 |
| May 1, 2025 | 0 | 1 | 0 |
| June 1, 2025 | 0 | 0 | 0 |
| July 1, 2025 | 0 | 0 | 0 |
| August 1, 2025 | 0 | 0 | 0 |
| September 1, 2025 | 19 | 39 | 0 |
| October 1, 2025 | 19 | 26 | 0 |
| November 1, 2025 | 0 | 63 | 0 |
| December 1, 2025 | 4 | 66 | 0 |
| January 1, 2026 | 0 | 0 | 0 |
| February 1, 2026 | 0 | 0 | 1 |
| March 1, 2026 | 0 | 0 | 0 |
| April 1, 2026 | 0 | 0 | 0 |
| May 1, 2026 | 0 | 2 | 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 |
CMS Energy Corporation Common Stock (CMS) · Stock
The filing reports a purchase for a joint account.
ServiceNow, Inc. Common Stock (NOW) · Stock
The filing reports a purchase for a joint account.
Public Service Enterprise Group Incorporated Common Stock (PEG) · Stock
The filing reports a sale for a joint account.
ServiceNow, Inc. Common Stock (NOW) · Stock
The filing reports a sale for a joint account.
CMS Energy Corporation Common Stock (CMS) · Stock
The filing reports a sale for a joint account.
Public Service Enterprise Group Incorporated Common Stock (PEG) · Stock
The filing reports a purchase for a joint account.
Boeing Company (BA) · Stock
The filing reports a sale for a joint account.
Boeing Company (BA) · Stock
The filing reports a purchase for a joint account.
Mondelez International, Inc. - Class A Common Stock (MDLZ) · Stock
The filing reports a purchase for a joint account.
Adobe Inc. - Common Stock (ADBE) · Stock
The filing reports a purchase for a joint account.
Verisk Analytics, Inc. - Common Stock (VRSK) · Stock
The filing reports a sale for a joint account.
International Paper Company Common Stock (IP) · Stock
The filing reports a sale for a joint account.
Quest Diagnostics Incorporated Common Stock (DGX) · Stock
The filing reports a sale for a joint account.
International Paper Company Common Stock (IP) · Stock
The filing reports a purchase for a joint account.
Quest Diagnostics Incorporated Common Stock (DGX) · Stock
The filing reports a purchase for a joint account.
Verisk Analytics, Inc. - Common Stock (VRSK) · Stock
The filing reports a purchase for a joint account.
Adobe Inc. - Common Stock (ADBE) · Stock
The filing reports a sale for a joint account.
Mondelez International, Inc. - Class A Common Stock (MDLZ) · Stock
The filing reports a sale for a joint account.
Deere & Company Common Stock (DE) · Stock
The filing reports a sale for a joint account.
| Security / owner | Activity | Reported value | Traded / filed | Source |
|---|---|---|---|---|
| FITBFifth Third Bancorp - Common Stock (FITB) [ST]joint · ST | ExchangeE · Amendment | $1,001 – $15,000Reported exchange amount; not a valuation of shares received. | February 2, 2026Filed Aug 5184 days after trade | Original report |
| CMSCMS Energy Corporation Common Stock (CMS) [ST]joint · ST | PurchaseP · Amendment | $1,001 – $15,000Reported range; exact amount not disclosed. | December 8, 2025Filed Aug 5240 days after trade | Original report |
| NOWServiceNow, Inc. Common Stock (NOW) [ST]joint · ST | PurchaseP · Amendment | $1,001 – $15,000Reported range; exact amount not disclosed. | December 8, 2025Filed Aug 5240 days after trade | Original report |
| PEGPublic Service Enterprise Group Incorporated Common Stock (PEG) [ST]joint · ST | SaleS · Amendment | $1,001 – $15,000Reported range; exact amount not disclosed. | December 8, 2025Filed Aug 5240 days after trade | Original report |
| NOWServiceNow, Inc. Common Stock (NOW) [ST]joint · ST | SaleS · Amendment | $1,001 – $15,000Reported range; exact amount not disclosed. | December 8, 2025Filed Aug 5240 days after trade | Original report |
| CMSCMS Energy Corporation Common Stock (CMS) [ST]joint · ST | SaleS · Amendment | $1,001 – $15,000Reported range; exact amount not disclosed. | December 8, 2025Filed Aug 5240 days after trade | Original report |
| PEGPublic Service Enterprise Group Incorporated Common Stock (PEG) [ST]joint · ST | PurchaseP · Amendment | $1,001 – $15,000Reported range; exact amount not disclosed. | December 8, 2025Filed Aug 5240 days after trade | Original report |
| BABoeing Company (BA) [ST]joint · ST | SaleS · Amendment | $1,001 – $15,000Reported range; exact amount not disclosed. | December 2, 2025Filed Aug 5246 days after trade | Original report |
| BABoeing Company (BA) [ST]joint · ST | PurchaseP · Amendment | $1,001 – $15,000Reported range; exact amount not disclosed. | December 2, 2025Filed Aug 5246 days after trade | Original report |
| MDLZMondelez International, Inc. - Class A Common Stock (MDLZ) [ST]joint · ST | PurchaseP · Amendment | $1,001 – $15,000Reported range; exact amount not disclosed. | October 30, 2025Filed Aug 5279 days after trade | Original report |
| ADBEAdobe Inc. - Common Stock (ADBE) [ST]joint · ST | PurchaseP · Amendment | $1,001 – $15,000Reported range; exact amount not disclosed. | October 30, 2025Filed Aug 5279 days after trade | Original report |
| VRSKVerisk Analytics, Inc. - Common Stock (VRSK) [ST]joint · ST | SaleS · Amendment | $1,001 – $15,000Reported range; exact amount not disclosed. | October 30, 2025Filed Aug 5279 days after trade | Original report |
| IPInternational Paper Company Common Stock (IP) [ST]joint · ST | SaleS · Amendment | $1,001 – $15,000Reported range; exact amount not disclosed. | October 30, 2025Filed Aug 5279 days after trade | Original report |
| DGXQuest Diagnostics Incorporated Common Stock (DGX) [ST]joint · ST | SaleS · Amendment | $1,001 – $15,000Reported range; exact amount not disclosed. | October 30, 2025Filed Aug 5279 days after trade | Original report |
| IPInternational Paper Company Common Stock (IP) [ST]joint · ST | PurchaseP · Amendment | $1,001 – $15,000Reported range; exact amount not disclosed. | October 30, 2025Filed Aug 5279 days after trade | Original report |
| DGXQuest Diagnostics Incorporated Common Stock (DGX) [ST]joint · ST | PurchaseP · Amendment | $1,001 – $15,000Reported range; exact amount not disclosed. | October 30, 2025Filed Aug 5279 days after trade | Original report |
| VRSKVerisk Analytics, Inc. - Common Stock (VRSK) [ST]joint · ST | PurchaseP · Amendment | $1,001 – $15,000Reported range; exact amount not disclosed. | October 30, 2025Filed Aug 5279 days after trade | Original report |
| ADBEAdobe Inc. - Common Stock (ADBE) [ST]joint · ST | SaleS · Amendment | $1,001 – $15,000Reported range; exact amount not disclosed. | October 30, 2025Filed Aug 5279 days after trade | Original report |
| MDLZMondelez International, Inc. - Class A Common Stock (MDLZ) [ST]joint · ST | SaleS · Amendment | $1,001 – $15,000Reported range; exact amount not disclosed. | October 30, 2025Filed Aug 5279 days after trade | Original report |
| DEDeere & Company Common Stock (DE) [ST]joint · ST | SaleS · Amendment | $1,001 – $15,000Reported range; exact amount not disclosed. | October 21, 2025Filed Aug 5288 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.
