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 8, 2025 – October 7, 2026.
Only imported reports are counted. Empty periods may reflect missing history.
Select a category to focus the chart.
All 89 transactions in this period
Share of reported transactions, not portfolio allocation.
32 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.
BlackRock, Inc. Common Stock (BLK) · 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 18, 2025 – July 30, 2026. A five-year selection does not guarantee five years of records.
| Period | Purchases | Sales | Other |
|---|---|---|---|
| October 1, 2025 | 0 | 0 | 0 |
| November 1, 2025 | 26 | 0 | 0 |
| December 1, 2025 | 1 | 0 | 0 |
| January 1, 2026 | 0 | 0 | 0 |
| February 1, 2026 | 0 | 0 | 0 |
| March 1, 2026 | 11 | 8 | 0 |
| April 1, 2026 | 0 | 1 | 0 |
| May 1, 2026 | 0 | 0 | 0 |
| June 1, 2026 | 5 | 11 | 0 |
| July 1, 2026 | 1 | 25 | 0 |
| August 1, 2026 | 0 | 0 | 0 |
| September 1, 2026 | 0 | 0 | 0 |
| October 1, 2026 | 0 | 0 | 0 |
Realty Income Corporation Common Stock (O) · Stock
The filing reports a sale for the member.
Intercontinental Exchange Inc. Common Stock (ICE) · Stock
The filing reports a sale for the member.
Cisco Systems, Inc. - Common Stock (CSCO) · Stock
The filing reports a sale for the member.
Emerson Electric Company Common Stock (EMR) · Stock
The filing reports a sale for the member.
Apple Inc. - Common Stock (AAPL) · Stock
The filing reports a sale for the member.
BlackRock, Inc. Common Stock (BLK) · Stock
The filing reports a partial sale for the member.
Analog Devices, Inc. - Common Stock (ADI) · Stock
The filing reports a partial sale for the member.
L3Harris Technologies, Inc. Common Stock (LHX) · Stock
The filing reports a purchase for the member.
UnitedHealth Group Incorporated Common Stock (UNH) · Stock
The filing reports a partial sale for the member.
State Street SPDR ETF Portfolio S&P 600 Small (SPSM) · Other reported asset
The filing reports a partial sale for the member.
UnitedHealth Group Incorporated Common Stock (UNH) · Stock
The filing reports a partial sale for the member.
Intercontinental Exchange Inc. Common Stock (ICE) · Stock
The filing reports a purchase for the member.
Vanguard Mega Cap Growth ETF (MGK) · Other reported asset
The filing reports a partial sale for the member.
Abbott Laboratories Common Stock (ABT) · Stock
The filing reports a purchase for the member.
Cisco Systems, Inc. - Common Stock (CSCO) · Stock
The filing reports a partial sale for the member.
Cisco Systems, Inc. - Common Stock (CSCO) · Stock
The filing reports a partial sale for the member.
Analog Devices, Inc. - Common Stock (ADI) · Stock
The filing reports a partial sale for the member.
Abbott Laboratories Common Stock (ABT) · Stock
The filing reports a purchase for the member.
Ishares Morningstar ETF Mid Cap (IMCB) · Other reported asset
The filing reports a partial sale for the member.
| Security / owner | Activity | Reported value | Traded / filed | Source |
|---|---|---|---|---|
| BLKBlackRock, Inc. Common Stock (BLK) [ST]self · ST | SaleS | $1,001 – $15,000Reported range; exact amount not disclosed. | July 30, 2026Filed Aug 1415 days after trade | Original report |
| ORealty Income Corporation Common Stock (O) [ST]self · ST | SaleS | $1,001 – $15,000Reported range; exact amount not disclosed. | July 30, 2026Filed Aug 1415 days after trade | Original report |
| ICEIntercontinental Exchange Inc. Common Stock (ICE) [ST]self · ST | SaleS | $1,001 – $15,000Reported range; exact amount not disclosed. | July 30, 2026Filed Aug 1415 days after trade | Original report |
| CSCOCisco Systems, Inc. - Common Stock (CSCO) [ST]self · ST | SaleS | $1,001 – $15,000Reported range; exact amount not disclosed. | July 30, 2026Filed Aug 1415 days after trade | Original report |
| EMREmerson Electric Company Common Stock (EMR) [ST]self · ST | SaleS | $1,001 – $15,000Reported range; exact amount not disclosed. | July 30, 2026Filed Aug 1415 days after trade | Original report |
| AAPLApple Inc. - Common Stock (AAPL) [ST]self · ST | SaleS | $1,001 – $15,000Reported range; exact amount not disclosed. | July 30, 2026Filed Aug 1415 days after trade | Original report |
| BLKBlackRock, Inc. Common Stock (BLK) [ST]self · ST | Partial saleS (partial) | $1,001 – $15,000Reported range; exact amount not disclosed. | June 12, 2026Filed Jul 927 days after trade | Original report |
| ADIAnalog Devices, Inc. - Common Stock (ADI) [ST]self · ST | Partial saleS (partial) | $1,001 – $15,000Reported range; exact amount not disclosed. | June 12, 2026Filed Jul 927 days after trade | Original report |
| LHXL3Harris Technologies, Inc. Common Stock (LHX) [ST]self · ST | PurchaseP | $1,001 – $15,000Reported range; exact amount not disclosed. | June 12, 2026Filed Jul 927 days after trade | Original report |
| UNHUnitedHealth Group Incorporated Common Stock (UNH) [ST]self · ST | Partial saleS (partial) | $1,001 – $15,000Reported range; exact amount not disclosed. | June 12, 2026Filed Jul 927 days after trade | Original report |
| SPSMState Street SPDR ETF Portfolio S&P 600 Small (SPSM) [OT]self · OT | Partial saleS (partial) | $1,001 – $15,000Reported range; exact amount not disclosed. | June 12, 2026Filed Jul 927 days after trade | Original report |
| UNHUnitedHealth Group Incorporated Common Stock (UNH) [ST]self · ST | Partial saleS (partial) | $1,001 – $15,000Reported range; exact amount not disclosed. | June 12, 2026Filed Jul 927 days after trade | Original report |
| ICEIntercontinental Exchange Inc. Common Stock (ICE) [ST]self · ST | PurchaseP | $1,001 – $15,000Reported range; exact amount not disclosed. | June 12, 2026Filed Jul 927 days after trade | Original report |
| MGKVanguard Mega Cap Growth ETF (MGK) [OT]self · OT | Partial saleS (partial) | $1,001 – $15,000Reported range; exact amount not disclosed. | June 12, 2026Filed Jul 927 days after trade | Original report |
| ABTAbbott Laboratories Common Stock (ABT) [ST]self · ST | PurchaseP | $1,001 – $15,000Reported range; exact amount not disclosed. | June 12, 2026Filed Jul 927 days after trade | Original report |
| CSCOCisco Systems, Inc. - Common Stock (CSCO) [ST]self · ST | Partial saleS (partial) | $1,001 – $15,000Reported range; exact amount not disclosed. | June 12, 2026Filed Jul 927 days after trade | Original report |
| CSCOCisco Systems, Inc. - Common Stock (CSCO) [ST]self · ST | Partial saleS (partial) | $1,001 – $15,000Reported range; exact amount not disclosed. | June 12, 2026Filed Jul 927 days after trade | Original report |
| ADIAnalog Devices, Inc. - Common Stock (ADI) [ST]self · ST | Partial saleS (partial) | $1,001 – $15,000Reported range; exact amount not disclosed. | June 12, 2026Filed Jul 927 days after trade | Original report |
| ABTAbbott Laboratories Common Stock (ABT) [ST]self · ST | PurchaseP | $1,001 – $15,000Reported range; exact amount not disclosed. | June 12, 2026Filed Jul 927 days after trade | Original report |
| IMCBIshares Morningstar ETF Mid Cap (IMCB) [OT]self · OT | Partial saleS (partial) | $1,001 – $15,000Reported range; exact amount not disclosed. | June 12, 2026Filed Jul 927 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.
