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.
APOLLO DEBT SOLUTIONS BDC CLASS S · Other reported asset
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 |
KKR Real Estate Select Trust Class U (KRSOX) · Private stock
The filing reports a purchase for a spouse.
BNP PARIBAS · Corporate bond or note
The filing reports a purchase for a joint account.
BANK OF NOVA SCOTIA · Corporate bond or note
The filing reports a purchase for a joint account.
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.
SL PARTNERS VII (ICAPITAL), L.P. FUND · Hedge fund or private equity fund (non-EIF)
The filing reports a purchase for a spouse.
COATUE INNOVATION FUND · Hedge fund or private equity fund (non-EIF)
The filing reports a purchase for a spouse.
US TSY NOTE 11/15/32 · Government or agency debt
The filing reports a partial sale for a spouse.
US TSY NOTE 02/15/33 · Government or agency debt
The filing reports a partial sale for a spouse.
US TSY NOTE 05/31/30 · Government or agency debt
The filing reports a partial sale for a spouse.
US TSY NOTE 02/15/28 · Government or agency debt
The filing reports a partial sale for a spouse.
Fannie Mae Note 9/24/26 · Government or agency debt
The filing reports a partial sale for a spouse.
US TSY NOTE 11/15/34 · Government or agency debt
The filing reports a partial sale for a spouse.
US TSY NOTE 02/15/32 · Government or agency debt
The filing reports a partial sale for a spouse.
US TSY NOTE 05/15/32 · Government or agency debt
The filing reports a partial sale for a spouse.
US TSY NOTE 11/15/31 · Government or agency debt
The filing reports a partial sale for a spouse.
US TSY NOTE 02/15/30 · Government or agency debt
The filing reports a partial sale for a spouse.
US TSY NOTE 02/28/27 · Government or agency debt
The filing reports a partial sale for a spouse.
US TSY NOTE 11/15/29 · Government or agency debt
The filing reports a partial sale for a spouse.
| Security / owner | Activity | Reported value | Traded / filed | Source |
|---|---|---|---|---|
| Other reported assetAPOLLO DEBT SOLUTIONS BDC CLASS S [OT]spouse · OT | PurchaseP | $1,001 – $15,000Reported range; exact amount not disclosed. | February 4, 2026Filed Mar 2145 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. | January 5, 2026Filed Feb 1743 days after trade | Original report |
| Corporate bond or noteBNP PARIBAS [CS]joint · CS | PurchaseP | $50,001 – $100,000Reported range; exact amount not disclosed. | December 31, 2025Filed Feb 536 days after trade | Original report |
| Corporate bond or noteBANK OF NOVA SCOTIA [CS]joint · CS | PurchaseP | $50,001 – $100,000Reported range; exact amount not disclosed. | December 31, 2025Filed Feb 536 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. | December 30, 2025Filed Feb 537 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. | December 30, 2025Filed Feb 537 days after trade | Original report |
| Hedge fund or private equity fund (non-EIF)SL PARTNERS VII (ICAPITAL), L.P. FUND [HN]spouse · HN | PurchaseP | $50,001 – $100,000Reported range; exact amount not disclosed. | December 26, 2025Filed Feb 541 days after trade | Original report |
| Hedge fund or private equity fund (non-EIF)COATUE INNOVATION FUND [HN]spouse · HN | PurchaseP | $250,001 – $500,000Reported range; exact amount not disclosed. | December 26, 2025Filed Feb 541 days after trade | Original report |
| Government or agency debtUS TSY NOTE 11/15/32 [GS]spouse · GS | Partial saleS (partial) | $1,001 – $15,000Reported range; exact amount not disclosed. | December 22, 2025Filed Feb 545 days after trade | Original report |
| Government or agency debtUS TSY NOTE 02/15/33 [GS]spouse · GS | Partial saleS (partial) | $1,001 – $15,000Reported range; exact amount not disclosed. | December 22, 2025Filed Feb 545 days after trade | Original report |
| Government or agency debtUS TSY NOTE 05/31/30 [GS]spouse · GS | Partial saleS (partial) | $1,001 – $15,000Reported range; exact amount not disclosed. | December 22, 2025Filed Feb 545 days after trade | Original report |
| Government or agency debtUS TSY NOTE 02/15/28 [GS]spouse · GS | Partial saleS (partial) | $1,001 – $15,000Reported range; exact amount not disclosed. | December 22, 2025Filed Feb 545 days after trade | Original report |
| Government or agency debtFannie Mae Note 9/24/26 [GS]spouse · GS | Partial saleS (partial) | $1,001 – $15,000Reported range; exact amount not disclosed. | December 22, 2025Filed Feb 545 days after trade | Original report |
| Government or agency debtUS TSY NOTE 11/15/34 [GS]spouse · GS | Partial saleS (partial) | $1,001 – $15,000Reported range; exact amount not disclosed. | December 22, 2025Filed Feb 545 days after trade | Original report |
| Government or agency debtUS TSY NOTE 02/15/32 [GS]spouse · GS | Partial saleS (partial) | $1,001 – $15,000Reported range; exact amount not disclosed. | December 22, 2025Filed Feb 545 days after trade | Original report |
| Government or agency debtUS TSY NOTE 05/15/32 [GS]spouse · GS | Partial saleS (partial) | $1,001 – $15,000Reported range; exact amount not disclosed. | December 22, 2025Filed Feb 545 days after trade | Original report |
| Government or agency debtUS TSY NOTE 11/15/31 [GS]spouse · GS | Partial saleS (partial) | $1,001 – $15,000Reported range; exact amount not disclosed. | December 22, 2025Filed Feb 545 days after trade | Original report |
| Government or agency debtUS TSY NOTE 02/15/30 [GS]spouse · GS | Partial saleS (partial) | $1,001 – $15,000Reported range; exact amount not disclosed. | December 22, 2025Filed Feb 545 days after trade | Original report |
| Government or agency debtUS TSY NOTE 02/28/27 [GS]spouse · GS | Partial saleS (partial) | $1,001 – $15,000Reported range; exact amount not disclosed. | December 22, 2025Filed Feb 545 days after trade | Original report |
| Government or agency debtUS TSY NOTE 11/15/29 [GS]spouse · GS | Partial saleS (partial) | $1,001 – $15,000Reported range; exact amount not disclosed. | December 22, 2025Filed Feb 545 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.
