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 74 transactions in this period
Share of reported transactions, not portfolio allocation.
46 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.
Bank of Nova Scotia · Corporate bond or note
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: January 6, 2025 – September 1, 2026. A five-year selection does not guarantee five years of records.
| Period | Purchases | Sales | Other |
|---|---|---|---|
| October 1, 2025 | 2 | 0 | 0 |
| November 1, 2025 | 2 | 3 | 0 |
| December 1, 2025 | 24 | 21 | 0 |
| January 1, 2026 | 1 | 0 | 0 |
| February 1, 2026 | 5 | 3 | 0 |
| March 1, 2026 | 4 | 0 | 0 |
| April 1, 2026 | 1 | 0 | 0 |
| May 1, 2026 | 3 | 0 | 0 |
| June 1, 2026 | 1 | 0 | 0 |
| July 1, 2026 | 0 | 0 | 0 |
| August 1, 2026 | 2 | 1 | 0 |
| September 1, 2026 | 1 | 0 | 0 |
| October 1, 2026 | 0 | 0 | 0 |
ALPHAKEYS BLACKSTONE LIFE SCIENCES VI LP · Hedge fund or private equity fund (non-EIF)
The filing reports a purchase for a spouse.
Apollo Debt Solutions BDC Class S · Other reported asset
The filing reports a purchase for a spouse.
Bank of Nova Scotia · Corporate bond or note
The filing reports a sale for a spouse.
Oaktree Strategic Credit Fund Class S · Other reported asset
The filing reports a purchase for a spouse.
KKR Real Estate Select Trust Class U · Private stock
The filing reports a purchase for a spouse.
OAKTREE STRATEGIC CREDIT FUND CLASS S · Other reported asset
The filing reports a purchase for a spouse.
APOLLO DEBT SOLUTIONS BDC CLASS S · Other reported asset
The filing reports a purchase for a spouse.
ALPHAKEYS BLACKSTONE LIFE SCIENCES VI LP · Hedge fund or private equity fund (non-EIF)
The filing reports a purchase for a spouse.
Oaktree Strategic Credit Fund Class S · Other reported asset
The filing reports a purchase for a spouse.
Apollo Debt Solutions BDC Class S · Other reported asset
The filing reports a purchase for a spouse.
iShares Bitcoin Trust ETF (IBIT) · Stock
The filing reports a purchase for a spouse.
Apollo Debt Solutions BDC Class S · Other reported asset
The filing reports a purchase for a spouse.
OAKTREE STRATEGIC CREDIT FUND CLASS S · Other reported asset
The filing reports a purchase for a spouse.
BARCLAYS BANK PLC TAR-SS INTL BASKET · Corporate bond or note
The filing reports a sale for a spouse.
US TSY BOND DUE 02/15/36 · Government or agency debt
The filing reports a purchase for a spouse.
US TSY NOTE DUE 02/15/26 · Government or agency debt
The filing reports a sale for a spouse.
US TSY DUE 02/15/26 · Government or agency debt
The filing reports a sale for a spouse.
OAKTREE STRATEGIC CREDIT FUND CLASS S · Other reported asset
The filing reports a purchase for a spouse.
KKR Real Estate Select Trust Class U (KRSOX) · Private stock
The filing reports a purchase for a spouse.
| Security / owner | Activity | Reported value | Traded / filed | Source |
|---|---|---|---|---|
| Corporate bond or noteBank of Nova Scotia [CS]spouse · CS | PurchaseP | $500,001 – $1,000,000Reported range; exact amount not disclosed. | September 1, 2026Filed Sep 2221 days after trade | Original report |
| Hedge fund or private equity fund (non-EIF)ALPHAKEYS BLACKSTONE LIFE SCIENCES VI LP [HN]spouse · HN | PurchaseP | $1,001 – $15,000Reported range; exact amount not disclosed. | August 31, 2026Filed Sep 2222 days after trade | Original report |
| Other reported assetApollo Debt Solutions BDC Class S [OT]spouse · OT | PurchaseP | $1,001 – $15,000Reported range; exact amount not disclosed. | August 28, 2026Filed Sep 2225 days after trade | Original report |
| Corporate bond or noteBank of Nova Scotia [CS]spouse · CS | SaleS | $500,001 – $1,000,000Reported range; exact amount not disclosed. | August 19, 2026Filed Sep 2234 days after trade | Original report |
| Other reported assetOaktree Strategic Credit Fund Class S [OT]spouse · OT | PurchaseP | $1,001 – $15,000Reported range; exact amount not disclosed. | June 30, 2026Filed Jul 2727 days after trade | Original report |
| Private stockKKR Real Estate Select Trust Class U [PS]spouse · PS | PurchaseP | $1,001 – $15,000Reported range; exact amount not disclosed. | May 29, 2026Filed Jun 911 days after trade | Original report |
| Other reported assetOAKTREE STRATEGIC CREDIT FUND CLASS S [OT]spouse · OT | PurchaseP | $1,001 – $15,000Reported range; exact amount not disclosed. | May 27, 2026Filed Jun 913 days after trade | Original report |
| Other reported assetAPOLLO DEBT SOLUTIONS BDC CLASS S [OT]spouse · OT | PurchaseP | $1,001 – $15,000Reported range; exact amount not disclosed. | May 1, 2026Filed Jun 939 days after trade | Original report |
| Hedge fund or private equity fund (non-EIF)ALPHAKEYS BLACKSTONE LIFE SCIENCES VI LP [HN]spouse · HN | PurchaseP | $1,001 – $15,000Reported range; exact amount not disclosed. | April 28, 2026Filed Jun 942 days after trade | Original report |
| Other reported assetOaktree Strategic Credit Fund Class S [OT]spouse · OT | PurchaseP | $1,001 – $15,000Reported range; exact amount not disclosed. | March 30, 2026Filed Apr 1617 days after trade | Original report |
| Other reported assetApollo Debt Solutions BDC Class S [OT]spouse · OT | PurchaseP | $1,001 – $15,000Reported range; exact amount not disclosed. | March 27, 2026Filed Apr 1620 days after trade | Original report |
| IBITiShares Bitcoin Trust ETF (IBIT) [ST]spouse · ST | PurchaseP | $100,001 – $250,000Reported range; exact amount not disclosed. | March 4, 2026Filed Apr 1643 days after trade | Original report |
| Other reported assetApollo Debt Solutions BDC Class S [OT]spouse · OT | PurchaseP | $1,001 – $15,000Reported range; exact amount not disclosed. | March 3, 2026Filed Apr 1644 days after trade | Original report |
| Other reported assetOAKTREE STRATEGIC CREDIT FUND CLASS S [OT]spouse · OT | PurchaseP | $1,001 – $15,000Reported range; exact amount not disclosed. | February 27, 2026Filed Mar 2122 days after trade | Original report |
| Corporate bond or noteBARCLAYS BANK PLC TAR-SS INTL BASKET [CS]spouse · CS | SaleS | $100,001 – $250,000Reported range; exact amount not disclosed. | February 19, 2026Filed Mar 2130 days after trade | Original report |
| Government or agency debtUS TSY BOND DUE 02/15/36 [GS]spouse · GS | PurchaseP | $15,001 – $50,000Reported range; exact amount not disclosed. | February 18, 2026Filed Mar 2131 days after trade | Original report |
| Government or agency debtUS TSY NOTE DUE 02/15/26 [GS]spouse · GS | SaleS | $15,001 – $50,000Reported range; exact amount not disclosed. | February 17, 2026Filed Mar 2132 days after trade | Original report |
| Government or agency debtUS TSY DUE 02/15/26 [GS]spouse · GS | SaleS | $1,001 – $15,000Reported range; exact amount not disclosed. | February 15, 2026Filed Mar 2134 days after trade | Original report |
| Other reported assetOAKTREE STRATEGIC CREDIT FUND CLASS S [OT]spouse · OT | PurchaseP | $1,001 – $15,000Reported range; exact amount not disclosed. | February 6, 2026Filed Mar 2143 days after trade | Original report |
| KRSOXKKR Real Estate Select Trust Class U (KRSOX) [PS]spouse · PS | PurchaseP | $1,001 – $15,000Reported range; exact amount not disclosed. | February 4, 2026Filed Mar 2145 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.
