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, 2021 – 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
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.
O'Reilly Automotive, Inc. - Common Stock (ORLY) · Stock
The filing reports a partial sale for a joint account.
Share of reported transactions, not portfolio allocation.
108 reported securities / assets
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, 2021 | 0 | 0 | 0 |
| November 1, 2021 | 0 | 0 | 0 |
| December 1, 2021 | 0 | 0 | 0 |
| January 1, 2022 | 0 | 0 | 0 |
| February 1, 2022 | 0 | 0 | 0 |
| March 1, 2022 | 0 | 0 | 0 |
| April 1, 2022 | 0 | 0 | 0 |
| May 1, 2022 | 0 | 0 | 0 |
| June 1, 2022 | 0 | 0 | 0 |
| July 1, 2022 | 0 | 0 | 0 |
| August 1, 2022 | 0 | 0 | 0 |
| September 1, 2022 | 0 | 0 | 0 |
| October 1, 2022 | 0 | 0 | 0 |
| November 1, 2022 | 0 | 0 | 0 |
| December 1, 2022 | 0 | 0 | 0 |
| January 1, 2023 | 0 | 0 | 0 |
| February 1, 2023 | 0 | 0 | 0 |
| March 1, 2023 | 0 | 0 | 0 |
| April 1, 2023 | 0 | 0 | 0 |
| May 1, 2023 | 0 | 0 | 0 |
| June 1, 2023 | 0 | 0 | 0 |
| July 1, 2023 | 0 | 0 | 0 |
| August 1, 2023 | 0 | 0 | 0 |
| September 1, 2023 | 0 | 0 | 0 |
| October 1, 2023 | 0 | 0 | 0 |
| November 1, 2023 | 0 | 0 | 0 |
| December 1, 2023 | 0 | 0 | 0 |
| January 1, 2024 | 0 | 0 | 0 |
| February 1, 2024 | 0 | 0 | 0 |
| March 1, 2024 | 0 | 0 | 0 |
| April 1, 2024 | 0 | 0 | 0 |
| May 1, 2024 | 0 | 0 | 0 |
| June 1, 2024 | 0 | 0 | 0 |
| July 1, 2024 | 0 | 0 | 0 |
| August 1, 2024 | 0 | 0 | 0 |
| September 1, 2024 | 0 | 0 | 0 |
| October 1, 2024 | 0 | 0 | 0 |
| November 1, 2024 | 0 | 0 | 0 |
| December 1, 2024 | 0 | 0 | 0 |
| January 1, 2025 | 0 | 0 | 0 |
| February 1, 2025 | 0 | 0 | 0 |
| March 1, 2025 | 0 | 0 | 0 |
| April 1, 2025 | 0 | 0 | 0 |
| May 1, 2025 | 0 | 0 | 0 |
| June 1, 2025 | 0 | 0 | 0 |
| July 1, 2025 | 0 | 0 | 0 |
| August 1, 2025 | 0 | 0 | 0 |
| 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 |
Danaher Corporation Common Stock (DHR) · Stock
The filing reports a sale for a joint account.
Devon Energy Corporation Common Stock (DVN) · Stock
The filing reports a partial sale for a joint account.
Home Depot, Inc. (HD) · Stock
The filing reports a partial sale for a joint account.
Boston Scientific Corporation Common Stock (BSX) · Stock
The filing reports a sale for a joint account.
TJX Companies, Inc. (TJX) · Stock
The filing reports a partial sale for a joint account.
Crane Company Common Stock (CR) · Stock
The filing reports a sale for a joint account.
Devon Energy Corporation Common Stock (DVN) · Stock
The filing reports a sale for the member.
Linde plc - Ordinary Shares (LIN) · Stock
The filing reports a partial sale for a joint account.
Chubb Limited Common Stock (CB) · Stock
The filing reports a purchase for a joint account.
Virtus Artificial Intelligence & Technology Opportunities Fund Common Shares of Beneficial Interest (AIO) · Stock
The filing reports a partial sale for a joint account.
ExxonMobil Holdings Corporation Common Stock (XOM) · Stock
The filing reports a partial sale for a joint account.
Pembina Pipeline Corp. Ordinary Shares (PBA) · Stock
The filing reports a sale for the member.
TJX Companies, Inc. (TJX) · Stock
The filing reports a partial sale for the member.
CSX Corporation (CSX) · Stock
The filing reports a partial sale for the member.
Colgate-Palmolive Company Common Stock (CL) · Stock
The filing reports a partial sale for the member.
Novartis AG Common Stock (NVS) · Stock
The filing reports a sale for the member.
Home Depot, Inc. (HD) · Stock
The filing reports a sale for the member.
Walmart Inc. - Common Stock (WMT) · Stock
The filing reports a partial sale for the member.
Procter & Gamble Company (PG) · Stock
The filing reports a sale for a joint account.
| Security / owner | Activity | Reported value | Traded / filed | Source |
|---|---|---|---|---|
| ORLYO'Reilly Automotive, Inc. - Common Stock (ORLY) [ST]joint · ST | Partial saleS (partial) | $15,001 – $50,000Reported range; exact amount not disclosed. | August 31, 2026Filed Sep 2525 days after trade | Original report |
| DHRDanaher Corporation Common Stock (DHR) [ST]joint · ST | SaleS | $15,001 – $50,000Reported range; exact amount not disclosed. | August 31, 2026Filed Sep 2525 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. | August 31, 2026Filed Sep 2525 days after trade | Original report |
| HDHome Depot, Inc. (HD) [ST]joint · ST | Partial saleS (partial) | $15,001 – $50,000Reported range; exact amount not disclosed. | August 31, 2026Filed Sep 2525 days after trade | Original report |
| BSXBoston Scientific Corporation Common Stock (BSX) [ST]joint · ST | SaleS | $15,001 – $50,000Reported range; exact amount not disclosed. | August 31, 2026Filed Sep 2525 days after trade | Original report |
| TJXTJX Companies, Inc. (TJX) [ST]joint · ST | Partial saleS (partial) | $15,001 – $50,000Reported range; exact amount not disclosed. | August 31, 2026Filed Sep 2525 days after trade | Original report |
| CRCrane Company Common Stock (CR) [ST]joint · ST | SaleS | $50,001 – $100,000Reported range; exact amount not disclosed. | August 31, 2026Filed Sep 2525 days after trade | Original report |
| DVNDevon Energy Corporation Common Stock (DVN) [ST]self · ST | SaleS | $15,001 – $50,000Reported range; exact amount not disclosed. | August 31, 2026Filed Sep 2525 days after trade | Original report |
| LINLinde plc - Ordinary Shares (LIN) [ST]joint · ST | Partial saleS (partial) | $15,001 – $50,000Reported range; exact amount not disclosed. | August 31, 2026Filed Sep 2525 days after trade | Original report |
| CBChubb Limited Common Stock (CB) [ST]joint · ST | PurchaseP | $1,001 – $15,000Reported range; exact amount not disclosed. | August 31, 2026Filed Sep 2525 days after trade | Original report |
| AIOVirtus Artificial Intelligence & Technology Opportunities Fund Common Shares of Beneficial Interest (AIO) [ST]joint · ST | Partial saleS (partial) | $15,001 – $50,000Reported range; exact amount not disclosed. | August 31, 2026Filed Sep 2525 days after trade | Original report |
| XOMExxonMobil Holdings Corporation Common Stock (XOM) [ST]joint · ST | Partial saleS (partial) | $100,001 – $250,000Reported range; exact amount not disclosed. | August 31, 2026Filed Sep 2525 days after trade | Original report |
| PBAPembina Pipeline Corp. Ordinary Shares (PBA) [ST]self · ST | SaleS | $15,001 – $50,000Reported range; exact amount not disclosed. | August 27, 2026Filed Sep 2529 days after trade | Original report |
| TJXTJX Companies, Inc. (TJX) [ST]self · ST | Partial saleS (partial) | $1,001 – $15,000Reported range; exact amount not disclosed. | August 27, 2026Filed Sep 2529 days after trade | Original report |
| CSXCSX Corporation (CSX) [ST]self · ST | Partial saleS (partial) | $1,001 – $15,000Reported range; exact amount not disclosed. | August 27, 2026Filed Sep 2529 days after trade | Original report |
| CLColgate-Palmolive Company Common Stock (CL) [ST]self · ST | Partial saleS (partial) | $1,001 – $15,000Reported range; exact amount not disclosed. | August 27, 2026Filed Sep 2529 days after trade | Original report |
| NVSNovartis AG Common Stock (NVS) [ST]self · ST | SaleS | $15,001 – $50,000Reported range; exact amount not disclosed. | August 27, 2026Filed Sep 2529 days after trade | Original report |
| HDHome Depot, Inc. (HD) [ST]self · ST | SaleS | $1,001 – $15,000Reported range; exact amount not disclosed. | August 27, 2026Filed Sep 2529 days after trade | Original report |
| WMTWalmart Inc. - Common Stock (WMT) [ST]self · ST | Partial saleS (partial) | $1,001 – $15,000Reported range; exact amount not disclosed. | August 27, 2026Filed Sep 2529 days after trade | Original report |
| PGProcter & Gamble Company (PG) [ST]joint · ST | SaleS | $50,001 – $100,000Reported range; exact amount not disclosed. | August 24, 2026Filed Sep 18 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.
