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 9, 2021 – 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
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 Treasury Note 5/15/2032 · Government or agency debt
The filing reports a purchase for a spouse.
Share of reported transactions, not portfolio allocation.
167 reported securities / assets
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, 2021 | 0 | 0 | 0 |
| November 1, 2021 | 0 | 0 | 0 |
| December 1, 2021 | 0 | 0 | 0 |
| January 1, 2022 | 0 | 0 | 0 |
| February 1, 2022 | 0 | 0 | 0 |
| March 1, 2022 | 0 | 0 | 0 |
| April 1, 2022 | 0 | 0 | 0 |
| May 1, 2022 | 0 | 0 | 0 |
| June 1, 2022 | 0 | 0 | 0 |
| July 1, 2022 | 0 | 0 | 0 |
| August 1, 2022 | 0 | 0 | 0 |
| September 1, 2022 | 0 | 0 | 0 |
| October 1, 2022 | 0 | 0 | 0 |
| November 1, 2022 | 0 | 0 | 0 |
| December 1, 2022 | 0 | 0 | 0 |
| January 1, 2023 | 0 | 0 | 0 |
| February 1, 2023 | 0 | 0 | 0 |
| March 1, 2023 | 0 | 0 | 0 |
| April 1, 2023 | 0 | 0 | 0 |
| May 1, 2023 | 0 | 0 | 0 |
| June 1, 2023 | 0 | 0 | 0 |
| July 1, 2023 | 0 | 0 | 0 |
| August 1, 2023 | 0 | 0 | 0 |
| September 1, 2023 | 0 | 0 | 0 |
| October 1, 2023 | 0 | 0 | 0 |
| November 1, 2023 | 0 | 0 | 0 |
| December 1, 2023 | 0 | 0 | 0 |
| January 1, 2024 | 0 | 0 | 0 |
| February 1, 2024 | 0 | 0 | 0 |
| March 1, 2024 | 0 | 0 | 0 |
| April 1, 2024 | 0 | 0 | 0 |
| May 1, 2024 | 0 | 0 | 0 |
| June 1, 2024 | 0 | 0 | 0 |
| July 1, 2024 | 0 | 0 | 0 |
| August 1, 2024 | 0 | 0 | 0 |
| September 1, 2024 | 0 | 0 | 0 |
| October 1, 2024 | 0 | 0 | 0 |
| November 1, 2024 | 0 | 0 | 0 |
| December 1, 2024 | 0 | 0 | 0 |
| 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 Treasury Note 2/15/2031 · Government or agency debt
The filing reports a purchase for a spouse.
US Treasury Note 8/15/2029 · Government or agency debt
The filing reports a purchase for a spouse.
US Treasury Note 8/15/2025 · Government or agency debt
The filing reports a purchase for a spouse.
US Treasury Note 5/31/2027 · Government or agency debt
The filing reports a purchase for a spouse.
US Treasury Note 8/15/2031 · Government or agency debt
The filing reports a purchase for a spouse.
Fannie Mae Note 9/24/2026 · Government or agency debt
The filing reports a purchase for a spouse.
US Treasury Note 11/15/31 · Government or agency debt
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.
US Treasury Note 2/15/2026 · Government or agency debt
The filing reports a purchase for a spouse.
US Treasury Note 6/15/2025 · Government or agency debt
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.
Bank of Nova Scotia · Corporate bond or note
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) Fund · Hedge fund or private equity fund (non-EIF)
The filing reports a purchase for a spouse.
JP Morgan Chase Finance · Corporate bond or note
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.
KKR Real Estate Select Trust Class U · Private stock
The filing reports a purchase for a spouse.
Morgan Stanley Finance · Corporate bond or note
The filing reports a purchase for a spouse.
| Security / owner | Activity | Reported value | Traded / filed | Source |
|---|---|---|---|---|
| Government or agency debtUS Treasury Note 5/15/2032 [GS]spouse · GS | PurchaseP | $1,001 – $15,000Reported range; exact amount not disclosed. | May 30, 2025Filed Oct 5128 days after trade | Original report |
| Government or agency debtUS Treasury Note 2/15/2031 [GS]spouse · GS | PurchaseP | $1,001 – $15,000Reported range; exact amount not disclosed. | May 30, 2025Filed Oct 5128 days after trade | Original report |
| Government or agency debtUS Treasury Note 8/15/2029 [GS]spouse · GS | PurchaseP | $1,001 – $15,000Reported range; exact amount not disclosed. | May 30, 2025Filed Oct 5128 days after trade | Original report |
| Government or agency debtUS Treasury Note 8/15/2025 [GS]spouse · GS | PurchaseP | $1,001 – $15,000Reported range; exact amount not disclosed. | May 30, 2025Filed Oct 5128 days after trade | Original report |
| Government or agency debtUS Treasury Note 5/31/2027 [GS]spouse · GS | PurchaseP | $1,001 – $15,000Reported range; exact amount not disclosed. | May 30, 2025Filed Oct 5128 days after trade | Original report |
| Government or agency debtUS Treasury Note 8/15/2031 [GS]spouse · GS | PurchaseP | $1,001 – $15,000Reported range; exact amount not disclosed. | May 30, 2025Filed Oct 5128 days after trade | Original report |
| Government or agency debtFannie Mae Note 9/24/2026 [GS]spouse · GS | PurchaseP | $1,001 – $15,000Reported range; exact amount not disclosed. | May 30, 2025Filed Oct 5128 days after trade | Original report |
| Government or agency debtUS Treasury Note 11/15/31 [GS]spouse · GS | PurchaseP | $1,001 – $15,000Reported range; exact amount not disclosed. | May 30, 2025Filed Oct 5128 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. | May 30, 2025Filed Oct 5128 days after trade | Original report |
| Government or agency debtUS Treasury Note 2/15/2026 [GS]spouse · GS | PurchaseP | $1,001 – $15,000Reported range; exact amount not disclosed. | May 30, 2025Filed Oct 5128 days after trade | Original report |
| Government or agency debtUS Treasury Note 6/15/2025 [GS]spouse · GS | PurchaseP | $1,001 – $15,000Reported range; exact amount not disclosed. | May 30, 2025Filed Oct 5128 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 28, 2025Filed Oct 5130 days after trade | Original report |
| Corporate bond or noteBank of Nova Scotia [CS]spouse · CS | PurchaseP | $250,001 – $500,000Reported range; exact amount not disclosed. | May 27, 2025Filed Oct 5131 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, 2025Filed Oct 5157 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. | April 28, 2025Filed Oct 5160 days after trade | Original report |
| Hedge fund or private equity fund (non-EIF)SL Partners VII (ICapital) Fund [HN]spouse · HN | PurchaseP | $1,001 – $15,000Reported range; exact amount not disclosed. | April 22, 2025Filed Oct 5166 days after trade | Original report |
| Corporate bond or noteJP Morgan Chase Finance [CS]spouse · CS | PurchaseP | $250,001 – $500,000Reported range; exact amount not disclosed. | April 15, 2025Filed Oct 5173 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. | April 1, 2025Filed Oct 5187 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. | March 31, 2025Filed Oct 5188 days after trade | Original report |
| Corporate bond or noteMorgan Stanley Finance [CS]spouse · CS | PurchaseP | $1,000,001 – $5,000,000Reported range; exact amount not disclosed. | March 27, 2025Filed Oct 5192 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.
