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 7, 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.
TJX Companies, Inc. (TJX) · Stock
The filing reports a sale for the member.
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 |
GRAND RIVER DAM AUTH OKLA REV REV BDS 03.12500% 06/01/2029 SER.2014A · Government or agency debt
The filing reports a purchase for a joint account.
Seagate Technology Holdings PLC - Ordinary Shares (STX) · Stock
The filing reports a partial sale for the member.
MUSKOGEE CNTY OKLA PUB SAFETY AUTH CAP 04.00000% 12/01/2028 IMPT REV BDS SER. 2025 · Government or agency debt
The filing reports a purchase for a joint account.
STERIS plc (STE) · Stock
The filing reports a sale for the member.
CenterPoint Energy, Inc (CNP) · Stock
The filing reports a sale for the member.
OKLAHOMA ST CAPITOL IMPT AUTH ST FACS 05.00000% 01/01/2034 REV BDS CAPITOL REPAIR PROJ SER. 2019 C · Government or agency debt
The filing reports a purchase for a joint account.
NextEra Energy, Inc. Common Stock (NEE) · Stock
The filing reports a partial sale for a joint account.
Cadence Design Systems, Inc. - Common Stock (CDNS) · 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.
JACKSON CNTY OKLA FACS AUTH SALES TAX 02.25000% 10/01/2029 REV BDS COURTHOUSE PROJ SER. 2022 · Government or agency debt
The filing reports a purchase for a joint account.
Emerson Electric Company Common Stock (EMR) · Stock
The filing reports a partial sale for a joint account.
Rockwell Automation, Inc. Common Stock (ROK) · Stock
The filing reports a partial sale for a joint account.
OKLAHOMA ST CAPITOL IMPT AUTH ST FACS 05.00000% 07/01/2034 REV BDS OKLAHOMA DEPT OF CORRECTIONS SER. 2018 D · Government or agency debt
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.
Devon Energy Corporation Common Stock (DVN) · Stock
The filing reports a partial sale for a joint account.
IQVIA Holdings, Inc. Common Stock (IQV) · Stock
The filing reports a sale for a joint account.
Emerson Electric Company Common Stock (EMR) · Stock
The filing reports a partial sale for a joint account.
OKLAHOMA ST CAPITOL IMPT AUTH ST FACS 05.00000% 07/01/2034 REV BDS OKLAHOMA DEPT OF CORRECTIONS SER. 2018 D · Government or agency debt
The filing reports a purchase for a joint account.
Marsh Common Stock (MRSH) · Stock
The filing reports a partial sale for a joint account.
| Security / owner | Activity | Reported value | Traded / filed | Source |
|---|---|---|---|---|
| TJXTJX Companies, Inc. (TJX) [ST]self · ST | SaleS | $1,001 – $15,000Reported range; exact amount not disclosed. | September 15, 2026Filed Sep 2510 days after trade | Original report |
| Government or agency debtGRAND RIVER DAM AUTH OKLA REV REV BDS 03.12500% 06/01/2029 SER.2014A [GS]joint · GS | PurchaseP | $15,001 – $50,000Reported range; exact amount not disclosed. | September 15, 2026Filed Sep 2510 days after trade | Original report |
| STXSeagate Technology Holdings PLC - Ordinary Shares (STX) [ST]self · ST | Partial saleS (partial) | $1,001 – $15,000Reported range; exact amount not disclosed. | September 15, 2026Filed Sep 2510 days after trade | Original report |
| Government or agency debtMUSKOGEE CNTY OKLA PUB SAFETY AUTH CAP 04.00000% 12/01/2028 IMPT REV BDS SER. 2025 [GS]joint · GS | PurchaseP | $15,001 – $50,000Reported range; exact amount not disclosed. | September 15, 2026Filed Sep 2510 days after trade | Original report |
| STESTERIS plc (STE) [ST]self · ST | SaleS | $15,001 – $50,000Reported range; exact amount not disclosed. | September 15, 2026Filed Sep 2510 days after trade | Original report |
| CNPCenterPoint Energy, Inc (CNP) [ST]self · ST | SaleS | $15,001 – $50,000Reported range; exact amount not disclosed. | September 15, 2026Filed Sep 2510 days after trade | Original report |
| Government or agency debtOKLAHOMA ST CAPITOL IMPT AUTH ST FACS 05.00000% 01/01/2034 REV BDS CAPITOL REPAIR PROJ SER. 2019 C [GS]joint · GS | PurchaseP | $15,001 – $50,000Reported range; exact amount not disclosed. | September 15, 2026Filed Sep 2510 days after trade | Original report |
| NEENextEra Energy, Inc. Common Stock (NEE) [ST]joint · ST | Partial saleS (partial) | $15,001 – $50,000Reported range; exact amount not disclosed. | September 14, 2026Filed Sep 2511 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 14, 2026Filed Sep 2511 days after trade | Original report |
| HDHome Depot, Inc. (HD) [ST]joint · ST | Partial saleS (partial) | $1,001 – $15,000Reported range; exact amount not disclosed. | September 14, 2026Filed Sep 2511 days after trade | Original report |
| Government or agency debtJACKSON CNTY OKLA FACS AUTH SALES TAX 02.25000% 10/01/2029 REV BDS COURTHOUSE PROJ SER. 2022 [GS]joint · GS | PurchaseP | $15,001 – $50,000Reported range; exact amount not disclosed. | September 14, 2026Filed Sep 2511 days after trade | Original report |
| EMREmerson Electric Company Common Stock (EMR) [ST]joint · ST | Partial saleS (partial) | $1,001 – $15,000Reported range; exact amount not disclosed. | September 14, 2026Filed Sep 2511 days after trade | Original report |
| ROKRockwell Automation, Inc. Common Stock (ROK) [ST]joint · ST | Partial saleS (partial) | $15,001 – $50,000Reported range; exact amount not disclosed. | September 14, 2026Filed Sep 2511 days after trade | Original report |
| Government or agency debtOKLAHOMA ST CAPITOL IMPT AUTH ST FACS 05.00000% 07/01/2034 REV BDS OKLAHOMA DEPT OF CORRECTIONS SER. 2018 D [GS]joint · GS | PurchaseP | $15,001 – $50,000Reported range; exact amount not disclosed. | September 14, 2026Filed Sep 2511 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. | September 14, 2026Filed Sep 2511 days after trade | Original report |
| DVNDevon Energy Corporation Common Stock (DVN) [ST]joint · ST | Partial saleS (partial) | $15,001 – $50,000Reported range; exact amount not disclosed. | September 14, 2026Filed Sep 2511 days after trade | Original report |
| IQVIQVIA Holdings, Inc. Common Stock (IQV) [ST]joint · ST | SaleS | $15,001 – $50,000Reported range; exact amount not disclosed. | September 14, 2026Filed Sep 2511 days after trade | Original report |
| EMREmerson Electric Company Common Stock (EMR) [ST]joint · ST | Partial saleS (partial) | $15,001 – $50,000Reported range; exact amount not disclosed. | September 14, 2026Filed Sep 2511 days after trade | Original report |
| Government or agency debtOKLAHOMA ST CAPITOL IMPT AUTH ST FACS 05.00000% 07/01/2034 REV BDS OKLAHOMA DEPT OF CORRECTIONS SER. 2018 D [GS]joint · GS | PurchaseP | $15,001 – $50,000Reported range; exact amount not disclosed. | September 14, 2026Filed Sep 2511 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 14, 2026Filed Sep 2511 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.
