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 8, 2025 – October 7, 2026.
Only imported reports are counted. Empty periods may reflect missing history.
Select a category to focus the chart.
All 184 transactions in this period
Share of reported transactions, not portfolio allocation.
107 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.
Home Depot, Inc. (HD) · Stock
The filing reports a sale 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: September 26, 2025 – September 15, 2026. A five-year selection does not guarantee five years of records.
| Period | Purchases | Sales | Other |
|---|---|---|---|
| October 1, 2025 | 2 | 11 | 0 |
| November 1, 2025 | 0 | 0 | 0 |
| December 1, 2025 | 0 | 1 | 0 |
| January 1, 2026 | 1 | 0 | 0 |
| February 1, 2026 | 0 | 0 | 1 |
| March 1, 2026 | 0 | 16 | 0 |
| April 1, 2026 | 0 | 1 | 0 |
| May 1, 2026 | 0 | 1 | 4 |
| June 1, 2026 | 0 | 0 | 1 |
| July 1, 2026 | 7 | 0 | 2 |
| August 1, 2026 | 3 | 65 | 0 |
| September 1, 2026 | 11 | 55 | 2 |
| October 1, 2026 | 0 | 0 | 0 |
ONEOK, Inc. Common Stock (OKE) · Stock
The filing reports an exchange for a joint account.
ONEOK, Inc. Common Stock (OKE) · Stock
The filing reports an exchange for a joint account.
Novo Nordisk A/S Common Stock (NVO) · Stock
The filing reports a sale for the member.
UnitedHealth Group Incorporated Common Stock (UNH) · Stock
The filing reports a sale for a joint account.
Home Depot, Inc. (HD) · Stock
The filing reports a partial sale for a joint account.
Eaton Corporation, PLC Ordinary Shares (ETN) · Stock
The filing reports a partial sale for the member.
Marsh Common Stock (MRSH) · Stock
The filing reports a partial sale for a joint account.
PTC Inc. - Common Stock (PTC) · Stock
The filing reports a sale for a joint account.
TULSA OKLA MET UTIL AUTH UTIL REV UTIL 03.00000% 04/01/2029 REV BDS SER. A · Government or agency debt
The filing reports a purchase for a joint account.
Boston Scientific Corporation Common Stock (BSX) · Stock
The filing reports a sale for a joint account.
Illinois Tool Works Inc. Common Stock (ITW) · Stock
The filing reports a sale for a joint account.
IQVIA Holdings, Inc. Common Stock (IQV) · Stock
The filing reports a sale for a dependent.
Eaton Vance Corporation Eaton Vance Tax-Managed Buy-Write Opportunities Fund Common Shares of Beneficial Interest (ETV) · Stock
The filing reports a sale for a dependent.
Apple Inc. - Common Stock (AAPL) · Stock
The filing reports a partial sale for a dependent.
Apple Inc. - Common Stock (AAPL) · Stock
The filing reports a partial sale for a dependent.
ARBUCKLE MEM HOSP AUTH OKLA SALES TAX 03.00000% 01/01/2027 REV BDS SER. 2018 · Government or agency debt
The filing reports a purchase for a joint account.
OKLAHOMA CITY OKLA ARPT TRUST JR LIEN 05.00000% 07/01/2034 TAX EXEMPT BDS SER. 33 · Government or agency debt
The filing reports a purchase for a joint account.
Boston Scientific Corporation Common Stock (BSX) · Stock
The filing reports a partial sale for a joint account.
Devon Energy Corporation Common Stock (DVN) · Stock
The filing reports a partial sale for a joint account.
| Security / owner | Activity | Reported value | Traded / filed | Source |
|---|---|---|---|---|
| HDHome Depot, Inc. (HD) [ST]joint · ST | SaleS | $15,001 – $50,000Reported range; exact amount not disclosed. | September 14, 2026Filed Sep 2511 days after trade | Original report |
| OKEONEOK, Inc. Common Stock (OKE) [ST]joint · ST | ExchangeE | $100,001 – $250,000Reported exchange amount; not a valuation of shares received. | September 11, 2026Filed Sep 2514 days after trade | Original report |
| OKEONEOK, Inc. Common Stock (OKE) [ST]joint · ST | ExchangeE | $500,001 – $1,000,000Reported exchange amount; not a valuation of shares received. | September 11, 2026Filed Sep 2514 days after trade | Original report |
| NVONovo Nordisk A/S Common Stock (NVO) [ST]self · ST | SaleS | $1,001 – $15,000Reported range; exact amount not disclosed. | September 10, 2026Filed Sep 2515 days after trade | Original report |
| UNHUnitedHealth Group Incorporated Common Stock (UNH) [ST]joint · ST | SaleS | $15,001 – $50,000Reported range; exact amount not disclosed. | September 10, 2026Filed Sep 2515 days after trade | Original report |
| HDHome Depot, Inc. (HD) [ST]joint · ST | Partial saleS (partial) | $15,001 – $50,000Reported range; exact amount not disclosed. | September 10, 2026Filed Sep 2515 days after trade | Original report |
| ETNEaton Corporation, PLC Ordinary Shares (ETN) [ST]self · ST | Partial saleS (partial) | $1,001 – $15,000Reported range; exact amount not disclosed. | September 10, 2026Filed Sep 2515 days after trade | Original report |
| MRSHMarsh Common Stock (MRSH) [ST]joint · ST | Partial saleS (partial) | $100,001 – $250,000Reported range; exact amount not disclosed. | September 9, 2026Filed Sep 2516 days after trade | Original report |
| PTCPTC Inc. - Common Stock (PTC) [ST]joint · ST | SaleS | $50,001 – $100,000Reported range; exact amount not disclosed. | September 9, 2026Filed Sep 2516 days after trade | Original report |
| Government or agency debtTULSA OKLA MET UTIL AUTH UTIL REV UTIL 03.00000% 04/01/2029 REV BDS SER. A [GS]joint · GS | PurchaseP | $15,001 – $50,000Reported range; exact amount not disclosed. | September 9, 2026Filed Sep 2516 days after trade | Original report |
| BSXBoston Scientific Corporation Common Stock (BSX) [ST]joint · ST | SaleS | $50,001 – $100,000Reported range; exact amount not disclosed. | September 9, 2026Filed Sep 2516 days after trade | Original report |
| ITWIllinois Tool Works Inc. Common Stock (ITW) [ST]joint · ST | SaleS | $15,001 – $50,000Reported range; exact amount not disclosed. | September 9, 2026Filed Sep 2516 days after trade | Original report |
| IQVIQVIA Holdings, Inc. Common Stock (IQV) [ST]dependent · ST | SaleS | $1,001 – $15,000Reported range; exact amount not disclosed. | September 8, 2026Filed Sep 2517 days after trade | Original report |
| ETVEaton Vance Corporation Eaton Vance Tax-Managed Buy-Write Opportunities Fund Common Shares of Beneficial Interest (ETV) [ST]dependent · ST | SaleS | $1,001 – $15,000Reported range; exact amount not disclosed. | September 8, 2026Filed Sep 2517 days after trade | Original report |
| AAPLApple Inc. - Common Stock (AAPL) [ST]dependent · ST | Partial saleS (partial) | $1,001 – $15,000Reported range; exact amount not disclosed. | September 8, 2026Filed Sep 2517 days after trade | Original report |
| AAPLApple Inc. - Common Stock (AAPL) [ST]dependent · ST | Partial saleS (partial) | $1,001 – $15,000Reported range; exact amount not disclosed. | September 8, 2026Filed Sep 2517 days after trade | Original report |
| Government or agency debtARBUCKLE MEM HOSP AUTH OKLA SALES TAX 03.00000% 01/01/2027 REV BDS SER. 2018 [GS]joint · GS | PurchaseP | $15,001 – $50,000Reported range; exact amount not disclosed. | September 8, 2026Filed Sep 2517 days after trade | Original report |
| Government or agency debtOKLAHOMA CITY OKLA ARPT TRUST JR LIEN 05.00000% 07/01/2034 TAX EXEMPT BDS SER. 33 [GS]joint · GS | PurchaseP | $50,001 – $100,000Reported range; exact amount not disclosed. | September 4, 2026Filed Sep 2521 days after trade | Original report |
| BSXBoston Scientific Corporation Common Stock (BSX) [ST]joint · ST | Partial saleS (partial) | $50,001 – $100,000Reported range; exact amount not disclosed. | September 4, 2026Filed Sep 2521 days after trade | Original report |
| DVNDevon Energy Corporation Common Stock (DVN) [ST]joint · ST | Partial saleS (partial) | $100,001 – $250,000Reported range; exact amount not disclosed. | September 4, 2026Filed Sep 2521 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.
