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, 2021 – October 7, 2026.
Only imported reports are counted. Empty periods may reflect missing history.
Select a category to focus the chart.
All 44 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.
Central VY Energy Auth Calif Commodity 5.00% Due Aug 1, 2034 · Government or agency debt
The filing reports a purchase for a joint account.
Share of reported transactions, not portfolio allocation.
34 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: September 10, 2025 – September 14, 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 | 0 | 0 | 0 |
| February 1, 2025 | 0 | 0 | 0 |
| March 1, 2025 | 0 | 0 | 0 |
| April 1, 2025 | 0 | 0 | 0 |
| May 1, 2025 | 0 | 0 | 0 |
| June 1, 2025 | 0 | 0 | 0 |
| July 1, 2025 | 0 | 0 | 0 |
| August 1, 2025 | 0 | 0 | 0 |
| September 1, 2025 | 3 | 1 | 0 |
| October 1, 2025 | 3 | 0 | 0 |
| November 1, 2025 | 3 | 1 | 0 |
| December 1, 2025 | 1 | 0 | 0 |
| January 1, 2026 | 1 | 14 | 0 |
| February 1, 2026 | 1 | 0 | 0 |
| March 1, 2026 | 0 | 0 | 0 |
| April 1, 2026 | 2 | 1 | 0 |
| May 1, 2026 | 3 | 0 | 0 |
| June 1, 2026 | 0 | 0 | 0 |
| July 1, 2026 | 1 | 0 | 0 |
| August 1, 2026 | 3 | 1 | 0 |
| September 1, 2026 | 3 | 2 | 0 |
| October 1, 2026 | 0 | 0 | 0 |
San Joaquin VY Calif Clean Energy Auth 5.50% Due Jan 1, 2056 · Government or agency debt
The filing reports a sale for a joint account.
Boulder Larimer & Weld CNTYS Colo ST 05.00000% 12/15/2027 Vrain VY SCH Dist Gen Oblig · Government or agency debt
The filing reports a purchase for a joint account.
San Joaquin VY Calif Clean Energy Auth 5.50 % Due Jan 1, 2056 · Government or agency debt
The filing reports a purchase for a joint account.
California CMNTY Choice Fing Auth 5.00% Due Oct 1, 2056 · Government or agency debt
The filing reports a sale for a joint account.
New York NY City Transitional Fin 5.00% Due Nov 1, 2037 · Government or agency debt
The filing reports a purchase for a joint account.
Washington ST 5% Go Utx Due 08/01/30 · Government or agency debt
The filing reports a purchase for a joint account.
California CMNTY Choice Fing Auth 5.00 % Due Oct 1, 2056 · Government or agency debt
The filing reports a purchase for a joint account.
Southeast Energy Auth Coop Dist Ala 5.00% Due Sep 1, 2035 · Government or agency debt
The filing reports a sale for a joint account.
Fort Bend Tex Indpt SCH Dist Variable 04.00000% 08/01/2054 Rate Unltd Tax BLDG Ref BDS Ser. 2024B · Government or agency debt
The filing reports a purchase for a joint account.
Pacific Co B1 Bond - Trimble 05/29/28 · Corporate bond or note
The filing reports a purchase for a joint account.
Wise CNTY VA Indl Dev Auth Solid Waste 3.80% Due Nov 1, 2040 · Government or agency debt
The filing reports a purchase for a joint account.
Black Belt Energy Gas Dist Ala Gas 5.00% Due Oct 1, 2033 · Government or agency debt
The filing reports a purchase for a joint account.
Southeast Energy Auth Coop Dist Ala 5.00% Due Sep 1, 2035 · Government or agency debt
The filing reports a purchase for a joint account.
Maryland ST Dept TR 5% Comb Tax Due Nov 1, 2027 · Government or agency debt
The filing reports a partial sale for a joint account.
Tarrant CNTY Tex Cultural Ed Facs Fin 5.00% Due Nov 15, 2051 · Government or agency debt
The filing reports a purchase for a joint account.
Southeast Energy Auth Coop Dist Ala 5.00% Due Sep 1, 2035 · Government or agency debt
The filing reports a purchase for a joint account.
Illinois ST Sales Tax Rev JR Oblig 4.00% Due Jun 15, 2030 · Government or agency debt
The filing reports a partial sale for a joint account.
Washington ST MTR Veh Fuel Tax Related 5.00% Due Aug 1, 2028 · Government or agency debt
The filing reports a partial sale for a joint account.
Tarrant CNTY Tex Cultural Ed Facs Fin 5.00% Due Nov 15, 2051 · Government or agency debt
The filing reports a partial sale for a joint account.
| Security / owner | Activity | Reported value | Traded / filed | Source |
|---|---|---|---|---|
| Government or agency debtCentral VY Energy Auth Calif Commodity 5.00% Due Aug 1, 2034 [GS]joint · GS | PurchaseP | $250,001 – $500,000Reported range; exact amount not disclosed. | September 14, 2026Filed Sep 3016 days after trade | Original report |
| Government or agency debtSan Joaquin VY Calif Clean Energy Auth 5.50% Due Jan 1, 2056 [GS]joint · GS | SaleS | $250,001 – $500,000Reported range; exact amount not disclosed. | September 14, 2026Filed Sep 3016 days after trade | Original report |
| Government or agency debtBoulder Larimer & Weld CNTYS Colo ST 05.00000% 12/15/2027 Vrain VY SCH Dist Gen Oblig [GS]joint · GS | PurchaseP | $250,001 – $500,000Reported range; exact amount not disclosed. | September 3, 2026Filed Sep 3027 days after trade | Original report |
| Government or agency debtSan Joaquin VY Calif Clean Energy Auth 5.50 % Due Jan 1, 2056 [GS]joint · GS | PurchaseP | $250,001 – $500,000Reported range; exact amount not disclosed. | September 3, 2026Filed Sep 3027 days after trade | Original report |
| Government or agency debtCalifornia CMNTY Choice Fing Auth 5.00% Due Oct 1, 2056 [GS]joint · GS | SaleS | $250,001 – $500,000Reported range; exact amount not disclosed. | September 3, 2026Filed Sep 3027 days after trade | Original report |
| Government or agency debtNew York NY City Transitional Fin 5.00% Due Nov 1, 2037 [GS]joint · GS | PurchaseP | $15,001 – $50,000Reported range; exact amount not disclosed. | August 20, 2026Filed Sep 1425 days after trade | Original report |
| Government or agency debtWashington ST 5% Go Utx Due 08/01/30 [GS]joint · GS | PurchaseP | $250,001 – $500,000Reported range; exact amount not disclosed. | August 7, 2026Filed Aug 2114 days after trade | Original report |
| Government or agency debtCalifornia CMNTY Choice Fing Auth 5.00 % Due Oct 1, 2056 [GS]joint · GS | PurchaseP | $250,001 – $500,000Reported range; exact amount not disclosed. | August 6, 2026Filed Aug 2115 days after trade | Original report |
| Government or agency debtSoutheast Energy Auth Coop Dist Ala 5.00% Due Sep 1, 2035 [GS]joint · GS | SaleS | $250,001 – $500,000Reported range; exact amount not disclosed. | August 6, 2026Filed Aug 2115 days after trade | Original report |
| Government or agency debtFort Bend Tex Indpt SCH Dist Variable 04.00000% 08/01/2054 Rate Unltd Tax BLDG Ref BDS Ser. 2024B [GS]joint · GS | PurchaseP | $250,001 – $500,000Reported range; exact amount not disclosed. | July 23, 2026Filed Aug 1119 days after trade | Original report |
| Corporate bond or notePacific Co B1 Bond - Trimble 05/29/28 [CS]joint · CS | PurchaseP | $500,001 – $1,000,000Reported range; exact amount not disclosed. | May 28, 2026Filed Jun 1114 days after trade | Original report |
| Government or agency debtWise CNTY VA Indl Dev Auth Solid Waste 3.80% Due Nov 1, 2040 [GS]joint · GS | PurchaseP | $50,001 – $100,000Reported range; exact amount not disclosed. | May 4, 2026Filed May 2622 days after trade | Original report |
| Government or agency debtBlack Belt Energy Gas Dist Ala Gas 5.00% Due Oct 1, 2033 [GS]joint · GS | PurchaseP | $250,001 – $500,000Reported range; exact amount not disclosed. | May 4, 2026Filed May 2622 days after trade | Original report |
| Government or agency debtSoutheast Energy Auth Coop Dist Ala 5.00% Due Sep 1, 2035 [GS]joint · GS | PurchaseP | $1,001 – $15,000Reported range; exact amount not disclosed. | April 30, 2026Filed May 88 days after trade | Original report |
| Government or agency debtMaryland ST Dept TR 5% Comb Tax Due Nov 1, 2027 [GS]joint · GS | Partial saleS (partial) | $15,001 – $50,000Reported range; exact amount not disclosed. | April 9, 2026Filed Apr 2819 days after trade | Original report |
| Government or agency debtTarrant CNTY Tex Cultural Ed Facs Fin 5.00% Due Nov 15, 2051 [GS]joint · GS | PurchaseP | $15,001 – $50,000Reported range; exact amount not disclosed. | April 1, 2026Filed Apr 2827 days after trade | Original report |
| Government or agency debtSoutheast Energy Auth Coop Dist Ala 5.00% Due Sep 1, 2035 [GS]joint · GS | PurchaseP | $15,001 – $50,000Reported range; exact amount not disclosed. | February 23, 2026Filed Mar 1217 days after trade | Original report |
| Government or agency debtIllinois ST Sales Tax Rev JR Oblig 4.00% Due Jun 15, 2030 [GS]joint · GS | Partial saleS (partial) | $15,001 – $50,000Reported range; exact amount not disclosed. | January 13, 2026Filed Jan 2310 days after trade | Original report |
| Government or agency debtWashington ST MTR Veh Fuel Tax Related 5.00% Due Aug 1, 2028 [GS]joint · GS | Partial saleS (partial) | $50,001 – $100,000Reported range; exact amount not disclosed. | January 13, 2026Filed Jan 2310 days after trade | Original report |
| Government or agency debtTarrant CNTY Tex Cultural Ed Facs Fin 5.00% Due Nov 15, 2051 [GS]joint · GS | Partial saleS (partial) | $50,001 – $100,000Reported range; exact amount not disclosed. | January 13, 2026Filed Jan 2310 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.
