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 158 transactions in this period
Share of reported transactions, not portfolio allocation.
83 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 18 trades on this page.
Palmdale CA Sch · Government or agency debt
The filing reports a purchase for a spouse.
Most reported assets first. Bars show their share of all transactions in the selected period. Asset names stay as filed.
Imported transaction dates: September 3, 2025 – August 31, 2026. A five-year selection does not guarantee five years of records.
| Period | Purchases | Sales | Other |
|---|---|---|---|
| September 1, 2025 | 7 | 4 | 0 |
| October 1, 2025 | 1 | 2 | 0 |
| November 1, 2025 | 4 | 2 | 0 |
| December 1, 2025 | 4 | 2 | 0 |
| January 1, 2026 | 3 | 0 | 0 |
| February 1, 2026 | 3 | 1 | 0 |
| March 1, 2026 | 6 | 4 | 0 |
| April 1, 2026 | 13 | 27 | 0 |
| May 1, 2026 | 20 | 10 | 0 |
| June 1, 2026 | 9 | 4 | 0 |
| July 1, 2026 | 7 | 8 | 0 |
| August 1, 2026 | 9 | 8 | 0 |
| September 1, 2026 | 0 | 0 | 0 |
| October 1, 2026 | 0 | 0 | 0 |
U.S. Treasury Notes · Government or agency debt
The filing reports a partial sale for a spouse.
Motesto CA Waste · Government or agency debt
The filing reports a purchase for a spouse.
Sacramento CA WTR UTIL · Government or agency debt
The filing reports a sale for a spouse.
U.S Treasury Bills · Government or agency debt
The filing reports a purchase for a spouse.
U.S Treasury Bills · Government or agency debt
The filing reports a partial sale for a spouse.
San Francisco CA Sewer Util · Government or agency debt
The filing reports a sale for a spouse.
Riverside CA Sewer Util · Government or agency debt
The filing reports a sale for a spouse.
U.S Treasury Bills · Government or agency debt
The filing reports a partial sale for a spouse.
Inverted Capital I LP · Other reported asset
The filing reports a purchase for a spouse.
Allocate Alpha Fund II LP · Other reported asset
The filing reports a purchase for a spouse.
Allocate Premier Access Fund · Other reported asset
The filing reports a purchase for a spouse.
Anaheim CA Hsg Elec Util · Government or agency debt
The filing reports a purchase for a spouse.
San Francisco CA Bay Mass Tran · Government or agency debt
The filing reports a purchase for a spouse.
U.S Treasury Bills · Government or agency debt
The filing reports a purchase for a spouse.
U.S Treasury Bills · Government or agency debt
The filing reports a partial sale for a spouse.
U.S Treasury Bills · Government or agency debt
The filing reports a partial sale for a spouse.
Inverted Capital I LP · Other reported asset
The filing reports a purchase for a spouse.
| Security / owner | Activity | Reported value | Traded / filed | Source |
|---|---|---|---|---|
| Government or agency debtPalmdale CA Sch [GS]spouse · GS | PurchaseP | $100,001 – $250,000Reported range; exact amount not disclosed. | November 19, 2025Filed Dec 1122 days after trade | Original report |
| Government or agency debtU.S. Treasury Notes [GS]spouse · GS | Partial saleS (partial) | $500,001 – $1,000,000Reported range; exact amount not disclosed. | November 18, 2025Filed Dec 1123 days after trade | Original report |
| Government or agency debtMotesto CA Waste [GS]spouse · GS | PurchaseP | $100,001 – $250,000Reported range; exact amount not disclosed. | November 12, 2025Filed Dec 1129 days after trade | Original report |
| Government or agency debtSacramento CA WTR UTIL [GS]spouse · GS | SaleS | $100,001 – $250,000Reported range; exact amount not disclosed. | November 3, 2025Filed Dec 1138 days after trade | Original report |
| Government or agency debtU.S Treasury Bills [GS]spouse · GS | PurchaseP | $15,001 – $50,000Reported range; exact amount not disclosed. | October 6, 2025Filed Nov 1439 days after trade | Original report |
| Government or agency debtU.S Treasury Bills [GS]spouse · GS | Partial saleS (partial) | $15,001 – $50,000Reported range; exact amount not disclosed. | October 2, 2025Filed Nov 1443 days after trade | Original report |
| Government or agency debtSan Francisco CA Sewer Util [GS]spouse · GS | SaleS | $50,001 – $100,000Reported range; exact amount not disclosed. | October 1, 2025Filed Nov 1444 days after trade | Original report |
| Government or agency debtRiverside CA Sewer Util [GS]spouse · GS | SaleS | $100,001 – $250,000Reported range; exact amount not disclosed. | September 29, 2025Filed Oct 1718 days after trade | Original report |
| Government or agency debtU.S Treasury Bills [GS]spouse · GS | Partial saleS (partial) | $15,001 – $50,000Reported range; exact amount not disclosed. | September 25, 2025Filed Oct 1722 days after trade | Original report |
| Other reported assetInverted Capital I LP [OT]spouse · OT | PurchaseP | $50,001 – $100,000Reported range; exact amount not disclosed. | September 25, 2025Filed Oct 1722 days after trade | Original report |
| Other reported assetAllocate Alpha Fund II LP [OT]spouse · OT | PurchaseP | $15,001 – $50,000Reported range; exact amount not disclosed. | September 24, 2025Filed Oct 1723 days after trade | Original report |
| Other reported assetAllocate Premier Access Fund [OT]spouse · OT | PurchaseP | $15,001 – $50,000Reported range; exact amount not disclosed. | September 22, 2025Filed Oct 1725 days after trade | Original report |
| Government or agency debtAnaheim CA Hsg Elec Util [GS]spouse · GS | PurchaseP | $50,001 – $100,000Reported range; exact amount not disclosed. | September 10, 2025Filed Oct 1737 days after trade | Original report |
| Government or agency debtSan Francisco CA Bay Mass Tran [GS]spouse · GS | PurchaseP | $50,001 – $100,000Reported range; exact amount not disclosed. | September 9, 2025Filed Oct 1738 days after trade | Original report |
| Government or agency debtU.S Treasury Bills [GS]spouse · GS | PurchaseP | $100,001 – $250,000Reported range; exact amount not disclosed. | September 8, 2025Filed Oct 1739 days after trade | Original report |
| Government or agency debtU.S Treasury Bills [GS]spouse · GS | Partial saleS (partial) | $50,001 – $100,000Reported range; exact amount not disclosed. | September 8, 2025Filed Oct 1739 days after trade | Original report |
| Government or agency debtU.S Treasury Bills [GS]spouse · GS | Partial saleS (partial) | $100,001 – $250,000Reported range; exact amount not disclosed. | September 4, 2025Filed Oct 1743 days after trade | Original report |
| Other reported assetInverted Capital I LP [OT]spouse · OT | PurchaseP | $100,001 – $250,000Reported range; exact amount not disclosed. | September 3, 2025Filed Oct 1744 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.
