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, 2025 – October 8, 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.
Comcast Corporation - Class A Common Stock (CMCSA) · 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 |
Kenvue Inc. Common Stock (KVUE) · Stock
The filing reports a sale for a joint account.
Invesco Ltd Common Stock (IVZ) · Stock
The filing reports a sale for a joint account.
Cognizant Technology Solutions Corporation - Class A Common Stock (CTSH) · Stock
The filing reports a sale for a joint account.
Progress Software Corporation - Common Stock (PRGS) · Stock
The filing reports a sale for a joint account.
Accenture plc Class A Ordinary Shares (ACN) · Stock
The filing reports a sale for a joint account.
IQVIA Holdings, Inc. Common Stock (IQV) · Stock
The filing reports a sale for a joint account.
ICON plc - Ordinary Shares (ICLR) · Stock
The filing reports a sale for a joint account.
Waters Corporation Common Stock (WAT) · Stock
The filing reports an exchange for a joint account.
ROYAL BANK OF CANADA 31F DUE 01/10/31 · Corporate bond or note
The filing reports a purchase for a joint account.
UnitedHealth Group Incorporated Common Stock (UNH) · Stock
The filing reports a sale for a joint account.
Microsoft Corporation - Common Stock (MSFT) · Stock
The filing reports a partial sale for a joint account.
Seagate Technology Holdings PLC - Ordinary Shares (STX) · Stock
The filing reports a partial sale for the member.
CSX Corporation (CSX) · Stock
The filing reports a partial sale for the member.
O'Reilly Automotive, Inc. - Common Stock (ORLY) · Stock
The filing reports a partial sale for a joint account.
Boston Scientific Corporation Common Stock (BSX) · Stock
The filing reports a partial sale for a joint account.
Home Depot, Inc. (HD) · Stock
The filing reports a partial sale for the member.
Accenture plc Class A Ordinary Shares (ACN) · Stock
The filing reports a sale for a joint account.
McDonald's Corporation Common Stock (MCD) · Stock
The filing reports a sale for a joint account.
McDonald's Corporation Common Stock (MCD) · Stock
The filing reports a sale for a joint account.
| Security / owner | Activity | Reported value | Traded / filed | Source |
|---|---|---|---|---|
| CMCSAComcast Corporation - Class A Common Stock (CMCSA) [ST]joint · ST | SaleS | $15,001 – $50,000Reported range; exact amount not disclosed. | March 17, 2026Filed Apr 317 days after trade | Original report |
| KVUEKenvue Inc. Common Stock (KVUE) [ST]joint · ST | SaleS | $15,001 – $50,000Reported range; exact amount not disclosed. | March 17, 2026Filed Apr 317 days after trade | Original report |
| IVZInvesco Ltd Common Stock (IVZ) [ST]joint · ST | SaleS | $15,001 – $50,000Reported range; exact amount not disclosed. | March 17, 2026Filed Apr 317 days after trade | Original report |
| CTSHCognizant Technology Solutions Corporation - Class A Common Stock (CTSH) [ST]joint · ST | SaleS | $15,001 – $50,000Reported range; exact amount not disclosed. | March 17, 2026Filed Apr 317 days after trade | Original report |
| PRGSProgress Software Corporation - Common Stock (PRGS) [ST]joint · ST | SaleS | $50,001 – $100,000Reported range; exact amount not disclosed. | March 16, 2026Filed Apr 318 days after trade | Original report |
| ACNAccenture plc Class A Ordinary Shares (ACN) [ST]joint · ST | SaleS | $250,001 – $500,000Reported range; exact amount not disclosed. | March 16, 2026Filed Apr 318 days after trade | Original report |
| IQVIQVIA Holdings, Inc. Common Stock (IQV) [ST]joint · ST | SaleS | $50,001 – $100,000Reported range; exact amount not disclosed. | March 16, 2026Filed Apr 318 days after trade | Original report |
| ICLRICON plc - Ordinary Shares (ICLR) [ST]joint · ST | SaleS | $100,001 – $250,000Reported range; exact amount not disclosed. | March 5, 2026Filed Apr 329 days after trade | Original report |
| WATWaters Corporation Common Stock (WAT) [ST]joint · ST | ExchangeE | $1,001 – $15,000Reported exchange amount; not a valuation of shares received. | February 9, 2026Filed Mar 625 days after trade | Original report |
| Corporate bond or noteROYAL BANK OF CANADA 31F DUE 01/10/31 [CS]joint · CS | PurchaseP | $250,001 – $500,000Reported range; exact amount not disclosed. | January 7, 2026Filed Feb 1842 days after trade | Original report |
| UNHUnitedHealth Group Incorporated Common Stock (UNH) [ST]joint · ST | SaleS | $250,001 – $500,000Reported range; exact amount not disclosed. | December 23, 2025Filed Jan 2230 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. | October 28, 2025Filed Nov 1619 days after trade | Original report |
| STXSeagate Technology Holdings PLC - Ordinary Shares (STX) [ST]self · ST | Partial saleS (partial) | $15,001 – $50,000Reported range; exact amount not disclosed. | October 28, 2025Filed Nov 1619 days after trade | Original report |
| CSXCSX Corporation (CSX) [ST]self · ST | Partial saleS (partial) | $15,001 – $50,000Reported range; exact amount not disclosed. | October 28, 2025Filed Nov 1619 days after trade | Original report |
| ORLYO'Reilly Automotive, Inc. - Common Stock (ORLY) [ST]joint · ST | Partial saleS (partial) | $1,001 – $15,000Reported range; exact amount not disclosed. | October 28, 2025Filed Nov 1619 days after trade | Original report |
| BSXBoston Scientific Corporation Common Stock (BSX) [ST]joint · ST | Partial saleS (partial) | $15,001 – $50,000Reported range; exact amount not disclosed. | October 28, 2025Filed Nov 1619 days after trade | Original report |
| HDHome Depot, Inc. (HD) [ST]self · ST | Partial saleS (partial) | $1,001 – $15,000Reported range; exact amount not disclosed. | October 28, 2025Filed Nov 1619 days after trade | Original report |
| ACNAccenture plc Class A Ordinary Shares (ACN) [ST]joint · ST | SaleS | $100,001 – $250,000Reported range; exact amount not disclosed. | October 27, 2025Filed Nov 1620 days after trade | Original report |
| MCDMcDonald's Corporation Common Stock (MCD) [ST]joint · ST | SaleS | $1,001 – $15,000Reported range; exact amount not disclosed. | October 23, 2025Filed Nov 1624 days after trade | Original report |
| MCDMcDonald's Corporation Common Stock (MCD) [ST]joint · ST | SaleS | $100,001 – $250,000Reported range; exact amount not disclosed. | October 23, 2025Filed Nov 1624 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.
