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.
Marsh Common Stock (MRSH) · 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 |
|---|---|---|---|
| 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 |
Medtronic plc. Ordinary Shares (MDT) · Stock
The filing reports a sale for a joint account.
Lowe's Companies, Inc. Common Stock (LOW) · Stock
The filing reports a sale for a joint account.
CANADIAN CNTY OKLA EDL FACS AUTH EDL 3.00000% 09/01/2029 · Government or agency debt
The filing reports a purchase for a joint account.
Home Depot, Inc. (HD) · Stock
The filing reports a partial sale for a joint account.
Microsoft Corporation - Common Stock (MSFT) · Stock
The filing reports a partial sale for a joint account.
Veralto Corp Common Stock (VLTO) · Stock
The filing reports a sale for a joint account.
Honeywell Aerospace Inc. - Common Stock (HONA) · Stock
The filing reports a sale for a joint account.
Colgate-Palmolive Company Common Stock (CL) · Stock
The filing reports a sale for a joint account.
Anheuser-Busch Inbev SA Sponsored ADR (BUD) · Stock
The filing reports a sale for the member.
Kimberly-Clark Corporation - Common Stock (KMB) · Stock
The filing reports a sale for the member.
Biogen Inc. - Common Stock (BIIB) · Stock
The filing reports a sale for the member.
Adobe Inc. - Common Stock (ADBE) · Stock
The filing reports a partial sale for a joint account.
ICON plc - Ordinary Shares (ICLR) · Stock
The filing reports a partial sale for a joint account.
Carrier Global Corporation Common Stock (CARR) · Stock
The filing reports a sale for a joint account.
Veralto Corp Common Stock (VLTO) · Stock
The filing reports a partial sale for a joint account.
Gap, Inc. (GAP) · Stock
The filing reports a sale for the member.
Boeing Company (BA) · Stock
The filing reports a sale for a joint account.
Boeing Company (BA) · Stock
The filing reports a sale for a joint account.
Nike, Inc. Common Stock (NKE) · Stock
The filing reports a partial sale for the member.
| Security / owner | Activity | Reported value | Traded / filed | Source |
|---|---|---|---|---|
| MRSHMarsh Common Stock (MRSH) [ST]joint · ST | SaleS | $1,001 – $15,000Reported range; exact amount not disclosed. | August 24, 2026Filed Sep 18 days after trade | Original report |
| MDTMedtronic plc. Ordinary Shares (MDT) [ST]joint · ST | SaleS | $15,001 – $50,000Reported range; exact amount not disclosed. | August 24, 2026Filed Sep 18 days after trade | Original report |
| LOWLowe's Companies, Inc. Common Stock (LOW) [ST]joint · ST | SaleS | $1,001 – $15,000Reported range; exact amount not disclosed. | August 24, 2026Filed Sep 18 days after trade | Original report |
| Government or agency debtCANADIAN CNTY OKLA EDL FACS AUTH EDL 3.00000% 09/01/2029 [GS]joint · GS | PurchaseP | $100,001 – $250,000Reported range; exact amount not disclosed. | August 24, 2026Filed Sep 18 days after trade | Original report |
| HDHome Depot, Inc. (HD) [ST]joint · ST | Partial saleS (partial) | $50,001 – $100,000Reported range; exact amount not disclosed. | August 24, 2026Filed Sep 18 days after trade | Original report |
| MSFTMicrosoft Corporation - Common Stock (MSFT) [ST]joint · ST | Partial saleS (partial) | $15,001 – $50,000Reported range; exact amount not disclosed. | August 21, 2026Filed Sep 111 days after trade | Original report |
| VLTOVeralto Corp Common Stock (VLTO) [ST]joint · ST | SaleS | $1,001 – $15,000Reported range; exact amount not disclosed. | August 21, 2026Filed Sep 111 days after trade | Original report |
| HONAHoneywell Aerospace Inc. - Common Stock (HONA) [ST]joint · ST | SaleS | $15,001 – $50,000Reported range; exact amount not disclosed. | August 19, 2026Filed Sep 113 days after trade | Original report |
| CLColgate-Palmolive Company Common Stock (CL) [ST]joint · ST | SaleS | $1,001 – $15,000Reported range; exact amount not disclosed. | August 19, 2026Filed Sep 113 days after trade | Original report |
| BUDAnheuser-Busch Inbev SA Sponsored ADR (BUD) [ST]self · ST | SaleS | $1,001 – $15,000Reported range; exact amount not disclosed. | August 18, 2026Filed Sep 114 days after trade | Original report |
| KMBKimberly-Clark Corporation - Common Stock (KMB) [ST]self · ST | SaleS | $1,001 – $15,000Reported range; exact amount not disclosed. | August 18, 2026Filed Sep 114 days after trade | Original report |
| BIIBBiogen Inc. - Common Stock (BIIB) [ST]self · ST | SaleS | $1,001 – $15,000Reported range; exact amount not disclosed. | August 18, 2026Filed Sep 114 days after trade | Original report |
| ADBEAdobe Inc. - Common Stock (ADBE) [ST]joint · ST | Partial saleS (partial) | $15,001 – $50,000Reported range; exact amount not disclosed. | August 14, 2026Filed Sep 118 days after trade | Original report |
| ICLRICON plc - Ordinary Shares (ICLR) [ST]joint · ST | Partial saleS (partial) | $15,001 – $50,000Reported range; exact amount not disclosed. | August 14, 2026Filed Sep 118 days after trade | Original report |
| CARRCarrier Global Corporation Common Stock (CARR) [ST]joint · ST | SaleS | $1,001 – $15,000Reported range; exact amount not disclosed. | August 14, 2026Filed Sep 118 days after trade | Original report |
| VLTOVeralto Corp Common Stock (VLTO) [ST]joint · ST | Partial saleS (partial) | $1,001 – $15,000Reported range; exact amount not disclosed. | August 14, 2026Filed Sep 118 days after trade | Original report |
| GAPGap, Inc. (GAP) [ST]self · ST | SaleS | $1,001 – $15,000Reported range; exact amount not disclosed. | August 13, 2026Filed Sep 119 days after trade | Original report |
| BABoeing Company (BA) [ST]joint · ST | SaleS | $1,001 – $15,000Reported range; exact amount not disclosed. | August 13, 2026Filed Sep 119 days after trade | Original report |
| BABoeing Company (BA) [ST]joint · ST | SaleS | $15,001 – $50,000Reported range; exact amount not disclosed. | August 13, 2026Filed Sep 119 days after trade | Original report |
| NKENike, Inc. Common Stock (NKE) [ST]self · ST | Partial saleS (partial) | $1,001 – $15,000Reported range; exact amount not disclosed. | August 13, 2026Filed Sep 119 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.
