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 265 transactions in this period
Share of reported transactions, not portfolio allocation.
167 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.
US TSY NOTE 02/15/33 · 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: January 6, 2025 – September 1, 2026. A five-year selection does not guarantee five years of records.
| Period | Purchases | Sales | Other |
|---|---|---|---|
| January 1, 2025 | 2 | 0 | 0 |
| February 1, 2025 | 4 | 0 | 0 |
| March 1, 2025 | 43 | 78 | 0 |
| April 1, 2025 | 4 | 0 | 0 |
| May 1, 2025 | 35 | 0 | 0 |
| June 1, 2025 | 4 | 0 | 0 |
| July 1, 2025 | 3 | 0 | 0 |
| August 1, 2025 | 15 | 0 | 0 |
| September 1, 2025 | 2 | 0 | 0 |
| October 1, 2025 | 3 | 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 |
US TSY NOTE 08/31/30 · Government or agency debt
The filing reports a purchase for a spouse.
US TSY NOTE 11/15/33 · Government or agency debt
The filing reports a purchase for a spouse.
US TSY NOTE 05/15/35 · Government or agency debt
The filing reports a purchase for a spouse.
US TSY NOTE 11/15/31 · Government or agency debt
The filing reports a purchase for a spouse.
US TSY NOTE 02/15/34 · Government or agency debt
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.
US Treasury Note 11/15/2025 · Government or agency debt
The filing reports a sale for a spouse.
US Treasury Note 11/15/2025 · Government or agency debt
The filing reports a sale for a spouse.
US Treasury Note 11/15/2025 · Government or agency debt
The filing reports a sale for a spouse.
KKR Real Estate Select Trust Class U · Restricted stock units
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.
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.
SL Partners VII iCapital LP · Hedge fund or private equity fund (non-EIF)
The filing reports a purchase for a spouse.
KKR Real Estate Select Trust Class U · 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.
US Treasury Note 2/15/2035 · Government or agency debt
The filing reports a purchase for a spouse.
| Security / owner | Activity | Reported value | Traded / filed | Source |
|---|---|---|---|---|
| Government or agency debtUS TSY NOTE 02/15/33 [GS]spouse · GS | PurchaseP | $1,001 – $15,000Reported range; exact amount not disclosed. | December 2, 2025Filed Jan 1443 days after trade | Original report |
| Government or agency debtUS TSY NOTE 08/31/30 [GS]spouse · GS | PurchaseP | $1,001 – $15,000Reported range; exact amount not disclosed. | December 2, 2025Filed Jan 1443 days after trade | Original report |
| Government or agency debtUS TSY NOTE 11/15/33 [GS]spouse · GS | PurchaseP | $1,001 – $15,000Reported range; exact amount not disclosed. | December 2, 2025Filed Jan 1443 days after trade | Original report |
| Government or agency debtUS TSY NOTE 05/15/35 [GS]spouse · GS | PurchaseP | $1,001 – $15,000Reported range; exact amount not disclosed. | December 2, 2025Filed Jan 1443 days after trade | Original report |
| Government or agency debtUS TSY NOTE 11/15/31 [GS]spouse · GS | PurchaseP | $1,001 – $15,000Reported range; exact amount not disclosed. | December 2, 2025Filed Jan 1443 days after trade | Original report |
| Government or agency debtUS TSY NOTE 02/15/34 [GS]spouse · GS | PurchaseP | $1,001 – $15,000Reported range; exact amount not disclosed. | December 2, 2025Filed Jan 1443 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 1, 2025Filed Jan 1444 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. | November 28, 2025Filed Dec 2931 days after trade | Original report |
| Government or agency debtUS Treasury Note 11/15/2025 [GS]spouse · GS | SaleS | $1,001 – $15,000Reported range; exact amount not disclosed. | November 17, 2025Filed Dec 2942 days after trade | Original report |
| Government or agency debtUS Treasury Note 11/15/2025 [GS]spouse · GS | SaleS | $1,001 – $15,000Reported range; exact amount not disclosed. | November 17, 2025Filed Dec 2942 days after trade | Original report |
| Government or agency debtUS Treasury Note 11/15/2025 [GS]spouse · GS | SaleS | $1,001 – $15,000Reported range; exact amount not disclosed. | November 17, 2025Filed Dec 2942 days after trade | Original report |
| Restricted stock unitsKKR Real Estate Select Trust Class U [RS]spouse · RS | PurchaseP | $1,001 – $15,000Reported range; exact amount not disclosed. | November 4, 2025Filed Dec 2955 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. | October 30, 2025Filed Dec 435 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. | October 29, 2025Filed Dec 436 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. | October 1, 2025Filed Oct 3130 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. | September 29, 2025Filed Oct 3132 days after trade | Original report |
| Hedge fund or private equity fund (non-EIF)SL Partners VII iCapital LP [HN]spouse · HN | PurchaseP | $1,001 – $15,000Reported range; exact amount not disclosed. | September 18, 2025Filed Oct 517 days after trade | Original report |
| Hedge fund or private equity fund (non-EIF)KKR Real Estate Select Trust Class U [HN]spouse · HN | PurchaseP | $1,001 – $15,000Reported range; exact amount not disclosed. | August 29, 2025Filed Oct 537 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. | August 27, 2025Filed Oct 539 days after trade | Original report |
| Government or agency debtUS Treasury Note 2/15/2035 [GS]spouse · GS | PurchaseP | $1,001 – $15,000Reported range; exact amount not disclosed. | August 25, 2025Filed Oct 541 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.
