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.
OKLAHOMA CNTY OKLA FIN AUTH LEASE REV 03.00000% 12/01/2028 · Government or agency debt
The filing reports a purchase 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 |
LAWTON OKLA GO BDS SER. 2019 02.00000% 12/01/2027 · Government or agency debt
The filing reports a purchase for a joint account.
EDMOND OKLA PUB WKS AUTH SALES TAX & 03.00000% 07/01/2033 · Government or agency debt
The filing reports a purchase for a joint account.
Exxon Mobil Corporation Common Stock (XOM) · Stock
The filing reports an exchange for a joint account.
Exxon Mobil Corporation Common Stock (XOM) · Stock
The filing reports an exchange for a joint account.
Honeywell Aerospace Inc. - Common Stock (HONAV) · Stock
The filing reports an exchange for a joint account.
Coterra Energy Inc. Common Stock (CTRA) · Stock
The filing reports an exchange for the member.
Devon Energy Corporation Common Stock (DVN) · Stock
The filing reports an exchange for the member.
Coterra Energy Inc. Common Stock (CTRA) · Stock
The filing reports an exchange for a joint account.
Devon Energy Corporation Common Stock (DVN) · Stock
The filing reports an exchange for a joint account.
MORGAN STANLEY FIN LLC MTN ZERO CPN · Corporate bond or note
The filing reports a sale for the member.
Goldman Sachs MTN 4/29/2030 · Corporate bond or note
The filing reports a sale for a joint account.
Exact Sciences Corporation - Common Stock (EXAS) · Stock
The filing reports a sale for a dependent.
Medtronic plc. Ordinary Shares (MDT) · Stock
The filing reports a sale for a joint account.
Prologis, Inc. Common Stock (PLD) · Stock
The filing reports a sale for a joint account.
T. Rowe Price Group, Inc. - Common Stock (TROW) · Stock
The filing reports a sale for a joint account.
SmartStop Self Storage REIT, Inc. Common Stock (SMA) · Stock
The filing reports a sale for a joint account.
Texas Instruments Incorporated - Common Stock (TXN) · Stock
The filing reports a sale for a joint account.
Blackrock MuniAssets Fund, Inc Common Stock (MUA) · Stock
The filing reports a sale for a joint account.
Becton, Dickinson and Company Common Stock (BDX) · Stock
The filing reports a sale for a joint account.
| Security / owner | Activity | Reported value | Traded / filed | Source |
|---|---|---|---|---|
| Government or agency debtOKLAHOMA CNTY OKLA FIN AUTH LEASE REV 03.00000% 12/01/2028 [GS]joint · GS | PurchaseP | $15,001 – $50,000Reported range; exact amount not disclosed. | July 17, 2026Filed Aug 1024 days after trade | Original report |
| Government or agency debtLAWTON OKLA GO BDS SER. 2019 02.00000% 12/01/2027 [GS]joint · GS | PurchaseP | $15,001 – $50,000Reported range; exact amount not disclosed. | July 17, 2026Filed Aug 1024 days after trade | Original report |
| Government or agency debtEDMOND OKLA PUB WKS AUTH SALES TAX & 03.00000% 07/01/2033 [GS]joint · GS | PurchaseP | $15,001 – $50,000Reported range; exact amount not disclosed. | July 16, 2026Filed Aug 1025 days after trade | Original report |
| XOMExxon Mobil Corporation Common Stock (XOM) [ST]joint · ST | ExchangeE | $100,001 – $250,000Reported exchange amount; not a valuation of shares received. | July 2, 2026Filed Jul 1614 days after trade | Original report |
| XOMExxon Mobil Corporation Common Stock (XOM) [ST]joint · ST | ExchangeE | $100,001 – $250,000Reported exchange amount; not a valuation of shares received. | July 2, 2026Filed Jul 1614 days after trade | Original report |
| HONAVHoneywell Aerospace Inc. - Common Stock (HONAV) [ST]joint · ST | ExchangeE | $15,001 – $50,000Reported exchange amount; not a valuation of shares received. | June 29, 2026Filed Jul 1617 days after trade | Original report |
| CTRACoterra Energy Inc. Common Stock (CTRA) [ST]self · ST | ExchangeE | $15,001 – $50,000Reported exchange amount; not a valuation of shares received. | May 8, 2026Filed Jun 225 days after trade | Original report |
| DVNDevon Energy Corporation Common Stock (DVN) [ST]self · ST | ExchangeE | $15,001 – $50,000Reported exchange amount; not a valuation of shares received. | May 8, 2026Filed Jun 225 days after trade | Original report |
| CTRACoterra Energy Inc. Common Stock (CTRA) [ST]joint · ST | ExchangeE | $15,001 – $50,000Reported exchange amount; not a valuation of shares received. | May 8, 2026Filed Jun 225 days after trade | Original report |
| DVNDevon Energy Corporation Common Stock (DVN) [ST]joint · ST | ExchangeE | $15,001 – $50,000Reported exchange amount; not a valuation of shares received. | May 8, 2026Filed Jun 225 days after trade | Original report |
| Corporate bond or noteMORGAN STANLEY FIN LLC MTN ZERO CPN [CS]self · CS | SaleS | $1,000,001 – $5,000,000Reported range; exact amount not disclosed. | May 6, 2026Filed Jun 227 days after trade | Original report |
| Corporate bond or noteGoldman Sachs MTN 4/29/2030 [CS]joint · CS | SaleS | $250,001 – $500,000Reported range; exact amount not disclosed. | April 29, 2026Filed May 56 days after trade | Original report |
| EXASExact Sciences Corporation - Common Stock (EXAS) [ST]dependent · ST | SaleS | $1,001 – $15,000Reported range; exact amount not disclosed. | March 24, 2026Filed Apr 310 days after trade | Original report |
| MDTMedtronic plc. Ordinary Shares (MDT) [ST]joint · ST | SaleS | $15,001 – $50,000Reported range; exact amount not disclosed. | March 20, 2026Filed Apr 314 days after trade | Original report |
| PLDPrologis, Inc. Common Stock (PLD) [ST]joint · ST | SaleS | $50,001 – $100,000Reported range; exact amount not disclosed. | March 20, 2026Filed Apr 314 days after trade | Original report |
| TROWT. Rowe Price Group, Inc. - Common Stock (TROW) [ST]joint · ST | SaleS | $15,001 – $50,000Reported range; exact amount not disclosed. | March 20, 2026Filed Apr 314 days after trade | Original report |
| SMASmartStop Self Storage REIT, Inc. Common Stock (SMA) [ST]joint · ST | SaleS | $500,001 – $1,000,000Reported range; exact amount not disclosed. | March 18, 2026Filed Apr 316 days after trade | Original report |
| TXNTexas Instruments Incorporated - Common Stock (TXN) [ST]joint · ST | SaleS | $500,001 – $1,000,000Reported range; exact amount not disclosed. | March 18, 2026Filed Apr 316 days after trade | Original report |
| MUABlackrock MuniAssets Fund, Inc Common Stock (MUA) [ST]joint · ST | SaleS | $50,001 – $100,000Reported range; exact amount not disclosed. | March 17, 2026Filed Apr 317 days after trade | Original report |
| BDXBecton, Dickinson and Company Common Stock (BDX) [ST]joint · ST | SaleS | $15,001 – $50,000Reported range; exact amount not disclosed. | March 17, 2026Filed Apr 317 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.
