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 190 transactions in this period
Share of reported transactions, not portfolio allocation.
108 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.
ONEOK, Inc. Common Stock (OKE) · Stock
The filing reports a partial 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 |
|---|---|---|---|
| September 1, 2025 | 0 | 4 | 0 |
| October 1, 2025 | 2 | 13 | 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 |
Illinois Tool Works Inc. Common Stock (ITW) · Stock
The filing reports a partial sale for a joint account.
JENKS OKLA UNLTD TAX GO BDS SER. 2020 02.00000% 11/01/2028 · Government or agency debt
The filing reports a purchase for a joint account.
Vuzix Corporation (VUZI) · Stock
The filing reports a sale for a dependent.
Vuzix Corporation (VUZI) · Stock
The filing reports a sale for a dependent.
Boston Scientific Corporation Common Stock (BSX) · Stock
The filing reports a sale for a dependent.
JENKS OKLA UNLTD TAX GO BDS SER. 2020 02.00000% 11/01/2030 · Government or agency debt
The filing reports a purchase for a joint account.
IQVIA Holdings, Inc. Common Stock (IQV) · Stock
The filing reports a sale for a dependent.
Virtus Artificial Intelligence & Technology Opportunities Fund Common Shares of Beneficial Interest (AIO) · Stock
The filing reports a sale for a dependent.
Boston Scientific Corporation Common Stock (BSX) · Stock
The filing reports a sale for a dependent.
Boston Scientific Corporation Common Stock (BSX) · Stock
The filing reports a sale for a dependent.
Home Depot, Inc. (HD) · Stock
The filing reports a partial sale for a joint account.
Linde plc - Ordinary Shares (LIN) · Stock
The filing reports a sale for a joint account.
Cadence Design Systems, Inc. - Common Stock (CDNS) · Stock
The filing reports a partial sale for a joint account.
Marsh Common Stock (MRSH) · 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.
Danaher Corporation Common Stock (DHR) · Stock
The filing reports a partial sale for a joint account.
O'Reilly Automotive, Inc. - Common Stock (ORLY) · Stock
The filing reports a partial sale for a joint account.
Lockheed Martin Corporation Common Stock (LMT) · Stock
The filing reports a sale for a joint account.
Starbucks Corporation - Common Stock (SBUX) · Stock
The filing reports a partial sale for a joint account.
| Security / owner | Activity | Reported value | Traded / filed | Source |
|---|---|---|---|---|
| OKEONEOK, Inc. Common Stock (OKE) [ST]joint · ST | Partial saleS (partial) | $15,001 – $50,000Reported range; exact amount not disclosed. | September 4, 2026Filed Sep 2521 days after trade | Original report |
| ITWIllinois Tool Works Inc. Common Stock (ITW) [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 |
| Government or agency debtJENKS OKLA UNLTD TAX GO BDS SER. 2020 02.00000% 11/01/2028 [GS]joint · GS | PurchaseP | $15,001 – $50,000Reported range; exact amount not disclosed. | September 3, 2026Filed Sep 2522 days after trade | Original report |
| VUZIVuzix Corporation (VUZI) [ST]dependent · ST | SaleS | $1,001 – $15,000Reported range; exact amount not disclosed. | September 3, 2026Filed Sep 2522 days after trade | Original report |
| VUZIVuzix Corporation (VUZI) [ST]dependent · ST | SaleS | $1,001 – $15,000Reported range; exact amount not disclosed. | September 3, 2026Filed Sep 2522 days after trade | Original report |
| BSXBoston Scientific Corporation Common Stock (BSX) [ST]dependent · ST | SaleS | $1,001 – $15,000Reported range; exact amount not disclosed. | September 3, 2026Filed Sep 2522 days after trade | Original report |
| Government or agency debtJENKS OKLA UNLTD TAX GO BDS SER. 2020 02.00000% 11/01/2030 [GS]joint · GS | PurchaseP | $15,001 – $50,000Reported range; exact amount not disclosed. | September 3, 2026Filed Sep 2522 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 3, 2026Filed Sep 2522 days after trade | Original report |
| AIOVirtus Artificial Intelligence & Technology Opportunities Fund Common Shares of Beneficial Interest (AIO) [ST]dependent · ST | SaleS | $1,001 – $15,000Reported range; exact amount not disclosed. | September 3, 2026Filed Sep 2522 days after trade | Original report |
| BSXBoston Scientific Corporation Common Stock (BSX) [ST]dependent · ST | SaleS | $1,001 – $15,000Reported range; exact amount not disclosed. | September 3, 2026Filed Sep 2522 days after trade | Original report |
| BSXBoston Scientific Corporation Common Stock (BSX) [ST]dependent · ST | SaleS | $1,001 – $15,000Reported range; exact amount not disclosed. | September 3, 2026Filed Sep 2522 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 2, 2026Filed Sep 2523 days after trade | Original report |
| LINLinde plc - Ordinary Shares (LIN) [ST]joint · ST | SaleS | $15,001 – $50,000Reported range; exact amount not disclosed. | September 2, 2026Filed Sep 2523 days after trade | Original report |
| CDNSCadence Design Systems, Inc. - Common Stock (CDNS) [ST]joint · ST | Partial saleS (partial) | $15,001 – $50,000Reported range; exact amount not disclosed. | September 2, 2026Filed Sep 2523 days after trade | Original report |
| MRSHMarsh Common Stock (MRSH) [ST]joint · ST | Partial saleS (partial) | $1,001 – $15,000Reported range; exact amount not disclosed. | September 2, 2026Filed Sep 2523 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 2, 2026Filed Sep 2523 days after trade | Original report |
| DHRDanaher Corporation Common Stock (DHR) [ST]joint · ST | Partial saleS (partial) | $1,001 – $15,000Reported range; exact amount not disclosed. | September 2, 2026Filed Sep 2523 days after trade | Original report |
| ORLYO'Reilly Automotive, Inc. - Common Stock (ORLY) [ST]joint · ST | Partial saleS (partial) | $15,001 – $50,000Reported range; exact amount not disclosed. | September 2, 2026Filed Sep 2523 days after trade | Original report |
| LMTLockheed Martin Corporation Common Stock (LMT) [ST]joint · ST | SaleS | $15,001 – $50,000Reported range; exact amount not disclosed. | September 2, 2026Filed Sep 2523 days after trade | Original report |
| SBUXStarbucks Corporation - Common Stock (SBUX) [ST]joint · ST | Partial saleS (partial) | $1,001 – $15,000Reported range; exact amount not disclosed. | September 2, 2026Filed Sep 2523 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.
